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Format Improvements for customer activity statement

pull/458/head
Graeme Gellatly 6 years ago
parent
527c95b7d2
commit
23f955c234
3 changed files with 149 additions and 149 deletions
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  1. 2
      customer_outstanding_statement/__manifest__.py
  2. 22
      customer_outstanding_statement/static/src/less/layout_statement.less
  3. 274
      customer_outstanding_statement/views/statement.xml

2
customer_outstanding_statement/__manifest__.py
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@ -4,7 +4,7 @@
{
'name': 'Partner Outstanding Statement',
'version': '11.0.2.0.0',
'version': '11.0.2.1.0',
'category': 'Accounting & Finance',
'summary': 'OCA Financial Reports',
'author': "Eficent, Odoo Community Association (OCA)",

22
customer_outstanding_statement/static/src/less/layout_statement.less
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@ -0,0 +1,22 @@
.table-statement {
.amount {
text-align: right !important;
width: 14% //spread 7 columns evenly
}
thead {
border-bottom: solid; // required for clean layout
tr th:first-child {
width: auto !important; // required for clean layout
}
tr th:last-child {
width: 16% !important; // required for boxed layout
}
}
}
.statement-blocked {
background-color: @gray-lighter-darker !important;
td:last-child {
background-color: @gray-lighter-darker !important;
}
}

274
customer_outstanding_statement/views/statement.xml
View File

@ -2,184 +2,162 @@
<!-- Copyright 2018 Eficent Business and IT Consulting Services S.L.
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<template id="report_assets_common" name="oca_statements report assets" inherit_id="web.report_assets_common">
<xpath expr="." position="inside">
<link href="/customer_outstanding_statement/static/src/less/layout_statement.less" rel="stylesheet"/>
</xpath>
</template>
<template id="customer_outstanding_statement.statement_document">
<t t-call="web.external_layout">
<div class="page">
<div class="row">
<div class="col-xs-5 col-xs-offset-7">
<span t-field="o.name"/><br/>
<span t-raw="o.contact_address.replace('\n\n', '\n').replace('\n', '&lt;br&gt;')"/>
<span t-field="o.vat"/>
<div name="statement_address" class="col-xs-5 col-xs-offset-7">
<address t-esc="o"
t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}'/>
<div t-if="o.vat" class="mt16"><t t-esc="o.country_id.vat_label or 'TIN'"/>:
<span t-field="o.vat"/>
</div>
</div>
<h4 style="padding-left:15em;padding-top:2em">
Outstanding Statement
</h4>
<p>
Date: <span t-esc="Date[o.id]" /><br/><!--Today-->
<t t-if="o.ref">Partner ref: <span t-field="o.ref"/></t>
Date: <span t-esc="Date[o.id]"/><br/><!--Today-->
<t t-if="o.ref">Partner ref:<span t-field="o.ref"/></t>
</p>
<t t-if="Lines[o.id]">
<br/>
<t t-foreach="Lines[o.id]" t-as="currency">
<br t-if="not currency_first" />
<p t-if="account_type == 'receivable'">
+ Customer Outstanding Statement at <span t-esc="Date_end[o.id]" /> in <span t-esc="Currencies[o.id][currency].name"/>:
+ </p>
<p t-if="account_type == 'payable'">
+ Supplier Outstanding Statement at <span t-esc="Date_end[o.id]" /> in <span t-esc="Currencies[o.id][currency].name"/>:
<br t-if="not currency_first"/>
<p>
<span t-esc="'Customer' if account_type == 'receivable' else 'Supplier'"/>
Outstanding Statement at
<span t-esc="Date_end[o.id]"/>
in <span t-esc="Currencies[o.id][currency].name"/>:
</p>
<table class="table table-condensed" style="border: 1px solid black; border-collapse: collapse;">
<table class="table table-condensed table-statement">
<thead>
<tr>
<th style="border-right: 1px solid black;">Reference number</th>
<th class="text-center" style="border-right: 1px solid black;">Date</th>
<th class="text-center" style="border-right: 1px solid black;">Due Date</th>
<th style="border-right: 1px solid black;">Description</th>
<th class="text-right" style="border-right: 1px solid black;">Original Amount</th>
<th class="text-right" style="border-right: 1px solid black;">Open Amount</th>
<th class="text-right" style="border-right: 1px solid black;">Balance</th>
<th>Reference number</th>
<th>Date</th>
<th>Due Date</th>
<th>Description</th>
<th class="amount">Original Amount</th>
<th class="amount">Open Amount</th>
<th class="amount">Balance</th>
</tr>
</thead>
<tr t-foreach="Lines[o.id][currency]" t-as="line">
<t t-if="not line['blocked']">
<td style="border-right: 1px solid black;">
<span t-esc="line['move_id']"/>
</td>
<td style="border-right: 1px solid black;">
<span t-esc="line['date']"/>
</td>
<td style="border-right: 1px solid black;">
<span t-esc="line['date_maturity']"/>
</td>
<td style="border-right: 1px solid black;">
<t t-if="line['name'] != '/'">
<t t-if="not line['ref']"><span t-esc="line['name']"/></t>
<t t-if="line['ref'] and line['name']">
<t t-if="line['name'] not in line['ref']"><span t-esc="line['name']"/></t>
<t t-if="line['ref'] not in line['name']"><span t-esc="line['ref']"/></t>
</t>
<tr t-foreach="Lines[o.id][currency]" t-as="line"
t-att-class="'statement-blocked' if line['blocked'] else ''">
<td>
<span t-esc="line['move_id']"/>
</td>
<td>
<span t-esc="line['date']"/>
</td>
<td>
<span t-esc="line['date_maturity']"/>
</td>
<td>
<t t-if="line['name'] != '/'">
<t t-if="not line['ref']">
<span t-esc="line['name']"/>
</t>
<t t-if="line['name'] == '/'"><span t-esc="line['ref']"/></t>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="line['amount']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="line['open_amount']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="line['balance']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
</t>
<t t-if="line['blocked']">
<td style="border-right: 1px solid black; background-color: grey;">
<span t-esc="line['move_id']"/>
</td>
<td style="border-right: 1px solid black; background-color: grey;">
<span t-esc="line['date']"/>
</td>
<td style="border-right: 1px solid black; background-color: grey;">
<span t-esc="line['date_maturity']"/>
</td>
<td style="border-right: 1px solid black; background-color: grey;">
<t t-if="line['name'] != '/'">
<t t-if="not line['ref']"><span t-esc="line['name']"/></t>
<t t-if="line['ref'] and line['name']">
<t t-if="line['name'] not in line['ref']"><span t-esc="line['name']"/></t>
<t t-if="line['ref'] not in line['name']"><span t-esc="line['ref']"/></t>
<t t-if="line['ref'] and line['name']">
<t t-if="line['name'] not in line['ref']">
<span t-esc="line['name']"/>
</t>
<t t-if="line['ref'] not in line['name']">
<span t-esc="line['ref']"/>
</t>
</t>
<t t-if="line['name'] == '/'"><span t-esc="line['ref']"/></t>
</td>
<td class="text-right" style="border-right: 1px solid black; background-color: grey;">
<span t-esc="line['amount']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black; background-color: grey;">
<span t-esc="line['open_amount']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black; background-color: grey;">
<span t-esc="line['balance']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
</t>
</t>
<t t-if="line['name'] == '/'">
<span t-esc="line['ref']"/>
</t>
</td>
<td class="amount">
<span t-esc="line['amount']"
t-options="{'widget': 'monetary', 'display_currency': currency}"/>
</td>
<td class="amount">
<span t-esc="line['open_amount']"
t-options="{'widget': 'monetary', 'display_currency': currency}"/>
</td>
<td class="amount">
<span t-esc="line['balance']"
t-options="{'widget': 'monetary', 'display_currency': currency}"/>
</td>
</tr>
<tr>
<td style="border-right: 1px solid black;"/>
<td style="border-right: 1px solid black;">
<td/>
<td>
<span t-esc="Date_end[o.id]"/>
</td>
<td style="border-right: 1px solid black;"/>
<td style="border-right: 1px solid black;">
<td/>
<td>
Ending Balance
</td>
<td style="border-right: 1px solid black;"/>
<td style="border-right: 1px solid black;"/>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="Amount_Due[o.id][currency]" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
<td/>
<td/>
<td class="amount">
<span t-esc="Amount_Due[o.id][currency]"
t-options="{'widget': 'monetary', 'display_currency': currency}"/>
</td>
</tr>
</table>
<p>
Aging Report at <span t-esc="Date_end[o.id]" /> in <span t-esc="Currencies[o.id][currency].name"/>:
Aging Report at <span t-esc="Date_end[o.id]"/> in <span t-esc="Currencies[o.id][currency].name"/>:
</p>
<table class="table table-condensed" t-if="Show_Buckets" style="border: 1px solid black; border-collapse: collapse;">
<table class="table table-condensed table-statement" t-if="Show_Buckets">
<thead>
<tr>
<th class="text-center" style="border-right: 1px solid black;">Current Due</th>
<th class="text-center" style="border-right: 1px solid black;">1-30 Days Due</th>
<th class="text-center" style="border-right: 1px solid black;">30-60 Days Due</th>
<th class="text-center" style="border-right: 1px solid black;">60-90 Days Due</th>
<th class="text-center" style="border-right: 1px solid black;">90-120 Days Due</th>
<th class="text-center" style="border-right: 1px solid black;">+120 Days Due</th>
<th class="text-right" style="border-right: 1px solid black;">Balance Due</th>
<th class="amount">Current Due</th>
<th class="amount">1-30 Days</th>
<th class="amount">30-60 Days</th>
<th class="amount">60-90 Days</th>
<th class="amount">90-120 Days</th>
<th class="amount">+120 Days</th>
<th class="amount">Balance Due</th>
</tr>
</thead>
<tr t-if="currency in Buckets[o.id]">
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="Buckets[o.id][currency]['current']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="Buckets[o.id][currency]['b_1_30']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="Buckets[o.id][currency]['b_30_60']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="Buckets[o.id][currency]['b_60_90']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="Buckets[o.id][currency]['b_90_120']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="Buckets[o.id][currency]['b_over_120']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="Buckets[o.id][currency]['balance']" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
</tr>
<tr t-if="currency not in Buckets[o.id]">
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
<td class="text-right" style="border-right: 1px solid black;">
<span t-esc="0.0" t-esc-options='{"widget": "monetary", "display_currency": "currency"}'/>
</td>
</tr>
<t t-set="buckets" t-value="Buckets[o.id].get(currency, {})"/>
<tbody>
<tr>
<td class="amount">
<span t-esc="buckets.get('current', 0.0)"
t-options="{'widget': 'monetary', 'display_currency': currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('b_1_30', 0.0)"
t-options="{'widget': 'monetary', 'display_currency': currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('b_30_60', 0.0)"
t-options="{'widget': 'monetary', 'display_currency': currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('b_60_90', 0.0)"
t-options="{'widget': 'monetary', 'display_currency': currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('b_90_120', 0.0)"
t-options="{'widget': 'monetary', 'display_currency': currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('b_over_120', 0.0)"
t-options="{'widget': 'monetary', 'display_currency': currency}"/>
</td>
<td class="amount">
<span t-esc="buckets.get('balance', 0.0)"
t-options="{'widget': 'monetary', 'display_currency': currency}"/>
</td>
</tr>
</tbody>
</table>
</t>
</t>
@ -188,7 +166,7 @@
</p>
</div>
</div>
</t>
</t>
</template>
<template id="statement">
@ -202,11 +180,11 @@
</template>
<report id="action_print_customer_outstanding_statement"
model="res.partner"
report_type="qweb-pdf"
menu="False"
string="Statement Action to PDF"
name="customer_outstanding_statement.statement"
file="customer_outstanding_statement.statement"
model="res.partner"
report_type="qweb-pdf"
menu="False"
string="Outstanding Statement"
name="customer_outstanding_statement.statement"
file="customer_outstanding_statement.statement"
/>
</odoo>
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