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WIP Statements

pull/477/head
Graeme Gellatly 6 years ago
parent
cb431ca466
commit
710ef4aa7a
36 changed files with 473 additions and 423 deletions
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  1. 60
      customer_activity_statement/wizard/customer_activity_statement_wizard.py
  2. 248
      customer_outstanding_statement/report/customer_outstanding_statement.py
  3. 56
      customer_outstanding_statement/wizard/customer_outstanding_statement_wizard.py
  4. 0
      customer_statement/README.rst
  5. 2
      customer_statement/__init__.py
  6. 1
      customer_statement/__manifest__.py
  7. 13
      customer_statement/demo/account_payment_term.xml
  8. 0
      customer_statement/i18n/ca.po
  9. 0
      customer_statement/i18n/customer_activity_statement.pot
  10. 0
      customer_statement/i18n/de.po
  11. 0
      customer_statement/i18n/es.po
  12. 0
      customer_statement/i18n/fr.po
  13. 0
      customer_statement/i18n/hr_HR.po
  14. 0
      customer_statement/i18n/it.po
  15. 0
      customer_statement/i18n/nl.po
  16. 0
      customer_statement/i18n/nl_NL.po
  17. 0
      customer_statement/i18n/pt.po
  18. 0
      customer_statement/i18n/ro.po
  19. 1
      customer_statement/models/__init__.py
  20. 18
      customer_statement/models/account_payment_term.py
  21. 0
      customer_statement/report/__init__.py
  22. 207
      customer_statement/report/customer_activity_statement.py
  23. 144
      customer_statement/report/statement_common.py
  24. 0
      customer_statement/static/description/Activity_Statement.png
  25. 0
      customer_statement/static/description/icon.png
  26. 0
      customer_statement/static/description/index.html
  27. 0
      customer_statement/static/src/less/layout_statement.less
  28. 0
      customer_statement/tests/__init__.py
  29. 0
      customer_statement/tests/test_customer_activity_statement.py
  30. 34
      customer_statement/views/account_payment_term.xml
  31. 0
      customer_statement/views/statement.xml
  32. 0
      customer_statement/wizard/__init__.py
  33. 38
      customer_statement/wizard/customer_activity_statement_wizard.py
  34. 0
      customer_statement/wizard/customer_activity_statement_wizard.xml
  35. 27
      customer_statement/wizard/customer_outstanding_statement_wizard.py
  36. 47
      customer_statement/wizard/statement_common.py

60
customer_activity_statement/wizard/customer_activity_statement_wizard.py
View File

@ -1,60 +0,0 @@
# Copyright 2018 Eficent Business and IT Consulting Services S.L.
# (http://www.eficent.com)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from datetime import date
from odoo import api, fields, models
class CustomerActivityStatementWizard(models.TransientModel):
"""Customer Activity Statement wizard."""
_name = 'customer.activity.statement.wizard'
_description = 'Customer Activity Statement Wizard'
company_id = fields.Many2one(
comodel_name='res.company',
default=lambda self: self.env.user.company_id,
string='Company'
)
date_start = fields.Date(required=True,
default=fields.Date.to_string(
date(date.today().year, 1, 1)))
date_end = fields.Date(required=True,
default=fields.Date.to_string(date.today()))
show_aging_buckets = fields.Boolean(string='Include Aging Buckets',
default=True)
number_partner_ids = fields.Integer(
default=lambda self: len(self._context['active_ids'])
)
filter_partners_non_due = fields.Boolean(
string='Don\'t show partners with no due entries', default=True)
account_type = fields.Selection(
[('receivable', 'Receivable'),
('payable', 'Payable')], string='Account type', default='receivable')
@api.multi
def button_export_pdf(self):
self.ensure_one()
return self._export()
def _prepare_activity_statement(self):
self.ensure_one()
return {
'date_start': self.date_start,
'date_end': self.date_end,
'company_id': self.company_id.id,
'partner_ids': self._context['active_ids'],
'show_aging_buckets': self.show_aging_buckets,
'filter_non_due_partners': self.filter_partners_non_due,
'account_type': self.account_type,
}
def _export(self):
"""Export to PDF."""
data = self._prepare_activity_statement()
return self.env.ref(
'customer_activity_statement'
'.action_print_customer_activity_statement').report_action(
self, data=data)

248
customer_outstanding_statement/report/customer_outstanding_statement.py
View File

@ -10,16 +10,11 @@ from odoo import api, fields, models
class CustomerOutstandingStatement(models.AbstractModel): class CustomerOutstandingStatement(models.AbstractModel):
"""Model of Customer Outstanding Statement""" """Model of Customer Outstanding Statement"""
_inherit = 'report.statement.common'
_name = 'report.customer_outstanding_statement.statement' _name = 'report.customer_outstanding_statement.statement'
def _format_date_to_partner_lang(self, str_date, partner_id):
lang_code = self.env['res.partner'].browse(partner_id).lang
lang = self.env['res.lang']._lang_get(lang_code)
date = datetime.strptime(str_date, DEFAULT_SERVER_DATE_FORMAT).date()
return date.strftime(lang.date_format)
def _display_lines_sql_q0(self, date_end): def _display_lines_sql_q0(self, date_end):
return """
return self._cr.mogrify("""
SELECT l1.id, SELECT l1.id,
CASE WHEN l1.reconciled = TRUE and l1.balance > 0.0 CASE WHEN l1.reconciled = TRUE and l1.balance > 0.0
THEN max(pd.max_date) THEN max(pd.max_date)
@ -32,20 +27,22 @@ class CustomerOutstandingStatement(models.AbstractModel):
FROM account_partial_reconcile pr FROM account_partial_reconcile pr
INNER JOIN account_move_line l2 INNER JOIN account_move_line l2
ON pr.credit_move_id = l2.id ON pr.credit_move_id = l2.id
WHERE l2.date <= '%s'
WHERE l2.date <= %(date_end)s
) as pd ON pd.debit_move_id = l1.id ) as pd ON pd.debit_move_id = l1.id
LEFT JOIN (SELECT pr.* LEFT JOIN (SELECT pr.*
FROM account_partial_reconcile pr FROM account_partial_reconcile pr
INNER JOIN account_move_line l2 INNER JOIN account_move_line l2
ON pr.debit_move_id = l2.id ON pr.debit_move_id = l2.id
WHERE l2.date <= '%s'
WHERE l2.date <= %(date_end)s
) as pc ON pc.credit_move_id = l1.id ) as pc ON pc.credit_move_id = l1.id
GROUP BY l1.id GROUP BY l1.id
""" % (date_end, date_end)
""", locals()
)
def _display_lines_sql_q1(self, partners, date_end, account_type): def _display_lines_sql_q1(self, partners, date_end, account_type):
return """
SELECT m.name as move_id, l.partner_id, l.date, l.name,
partners = tuple(partners)
return self._cr.mogrify("""
SELECT m.name AS move_id, l.partner_id, l.date, l.name,
l.ref, l.blocked, l.currency_id, l.company_id, l.ref, l.blocked, l.currency_id, l.company_id,
CASE WHEN (l.currency_id is not null AND l.amount_currency > 0.0) CASE WHEN (l.currency_id is not null AND l.amount_currency > 0.0)
THEN avg(l.amount_currency) THEN avg(l.amount_currency)
@ -75,25 +72,25 @@ class CustomerOutstandingStatement(models.AbstractModel):
FROM account_partial_reconcile pr FROM account_partial_reconcile pr
INNER JOIN account_move_line l2 INNER JOIN account_move_line l2
ON pr.credit_move_id = l2.id ON pr.credit_move_id = l2.id
WHERE l2.date <= '%s'
WHERE l2.date <= %(date_end)s
) as pd ON pd.debit_move_id = l.id ) as pd ON pd.debit_move_id = l.id
LEFT JOIN (SELECT pr.* LEFT JOIN (SELECT pr.*
FROM account_partial_reconcile pr FROM account_partial_reconcile pr
INNER JOIN account_move_line l2 INNER JOIN account_move_line l2
ON pr.debit_move_id = l2.id ON pr.debit_move_id = l2.id
WHERE l2.date <= '%s'
WHERE l2.date <= %(date_end)s
) as pc ON pc.credit_move_id = l.id ) as pc ON pc.credit_move_id = l.id
WHERE l.partner_id IN (%s) AND at.type = '%s'
WHERE l.partner_id IN %(partners)s AND at.type = %(account_type)s
AND (Q0.reconciled_date is null or AND (Q0.reconciled_date is null or
Q0.reconciled_date > '%s')
AND l.date <= '%s'
Q0.reconciled_date > %(date_end)s)
AND l.date <= %(date_end)s
GROUP BY l.partner_id, m.name, l.date, l.date_maturity, l.name, GROUP BY l.partner_id, m.name, l.date, l.date_maturity, l.name,
l.ref, l.blocked, l.currency_id, l.ref, l.blocked, l.currency_id,
l.balance, l.amount_currency, l.company_id l.balance, l.amount_currency, l.company_id
""" % (date_end, date_end, partners, account_type, date_end, date_end)
""", locals())
def _display_lines_sql_q2(self): def _display_lines_sql_q2(self):
return """
return self._cr.mogrify("""
SELECT partner_id, currency_id, move_id, date, date_maturity, SELECT partner_id, currency_id, move_id, date, date_maturity,
debit, credit, name, ref, blocked, company_id, debit, credit, name, ref, blocked, company_id,
CASE WHEN currency_id is not null CASE WHEN currency_id is not null
@ -101,27 +98,28 @@ class CustomerOutstandingStatement(models.AbstractModel):
ELSE open_amount ELSE open_amount
END as open_amount END as open_amount
FROM Q1 FROM Q1
"""
""", locals())
def _display_lines_sql_q3(self, company_id): def _display_lines_sql_q3(self, company_id):
return """
return self._cr.mogrify("""
SELECT Q2.partner_id, move_id, date, date_maturity, Q2.name, ref, SELECT Q2.partner_id, move_id, date, date_maturity, Q2.name, ref,
debit, credit, debit-credit AS amount, blocked, debit, credit, debit-credit AS amount, blocked,
COALESCE(Q2.currency_id, c.currency_id) AS currency_id, open_amount COALESCE(Q2.currency_id, c.currency_id) AS currency_id, open_amount
FROM Q2 FROM Q2
JOIN res_company c ON (c.id = Q2.company_id) JOIN res_company c ON (c.id = Q2.company_id)
WHERE c.id = %s
""" % company_id
WHERE c.id = %(company_id)s
""", locals())
def _get_account_display_lines(self, company_id, partner_ids, date_end, def _get_account_display_lines(self, company_id, partner_ids, date_end,
account_type): account_type):
res = dict(map(lambda x: (x, []), partner_ids)) res = dict(map(lambda x: (x, []), partner_ids))
partners = ', '.join([str(i) for i in partner_ids])
date_end = datetime.strptime(
date_end, DEFAULT_SERVER_DATE_FORMAT).date()
partners = tuple(partner_ids)
# pylint: disable=E8103 # pylint: disable=E8103
self.env.cr.execute(""" self.env.cr.execute("""
WITH Q0 as (%s), Q1 AS (%s), Q2 AS (%s), Q3 AS (%s)
WITH Q0 as (%s),
Q1 AS (%s),
Q2 AS (%s),
Q3 AS (%s)
SELECT partner_id, currency_id, move_id, date, date_maturity, debit, SELECT partner_id, currency_id, move_id, date, date_maturity, debit,
credit, amount, open_amount, name, ref, blocked credit, amount, open_amount, name, ref, blocked
FROM Q3 FROM Q3
@ -134,192 +132,6 @@ class CustomerOutstandingStatement(models.AbstractModel):
res[row.pop('partner_id')].append(row) res[row.pop('partner_id')].append(row)
return res return res
def _show_buckets_sql_q0(self, date_end):
return """
SELECT l1.id,
CASE WHEN l1.reconciled = TRUE and l1.balance > 0.0
THEN max(pd.max_date)
WHEN l1.reconciled = TRUE and l1.balance < 0.0
THEN max(pc.max_date)
ELSE null
END as reconciled_date
FROM account_move_line l1
LEFT JOIN (SELECT pr.*
FROM account_partial_reconcile pr
INNER JOIN account_move_line l2
ON pr.credit_move_id = l2.id
WHERE l2.date <= '%s'
) as pd ON pd.debit_move_id = l1.id
LEFT JOIN (SELECT pr.*
FROM account_partial_reconcile pr
INNER JOIN account_move_line l2
ON pr.debit_move_id = l2.id
WHERE l2.date <= '%s'
) as pc ON pc.credit_move_id = l1.id
GROUP BY l1.id
""" % (date_end, date_end)
def _show_buckets_sql_q1(self, partners, date_end, account_type):
return """
SELECT l.partner_id, l.currency_id, l.company_id, l.move_id,
CASE WHEN l.balance > 0.0
THEN l.balance - sum(coalesce(pd.amount, 0.0))
ELSE l.balance + sum(coalesce(pc.amount, 0.0))
END AS open_due,
CASE WHEN l.balance > 0.0
THEN l.amount_currency - sum(coalesce(pd.amount_currency, 0.0))
ELSE l.amount_currency + sum(coalesce(pc.amount_currency, 0.0))
END AS open_due_currency,
CASE WHEN l.date_maturity is null
THEN l.date
ELSE l.date_maturity
END as date_maturity
FROM account_move_line l
JOIN account_account_type at ON (at.id = l.user_type_id)
JOIN account_move m ON (l.move_id = m.id)
LEFT JOIN Q0 ON Q0.id = l.id
LEFT JOIN (SELECT pr.*
FROM account_partial_reconcile pr
INNER JOIN account_move_line l2
ON pr.credit_move_id = l2.id
WHERE l2.date <= '%s'
) as pd ON pd.debit_move_id = l.id
LEFT JOIN (SELECT pr.*
FROM account_partial_reconcile pr
INNER JOIN account_move_line l2
ON pr.debit_move_id = l2.id
WHERE l2.date <= '%s'
) as pc ON pc.credit_move_id = l.id
WHERE l.partner_id IN (%s) AND at.type = '%s'
AND (Q0.reconciled_date is null or
Q0.reconciled_date > '%s')
AND l.date <= '%s' AND not l.blocked
GROUP BY l.partner_id, l.currency_id, l.date, l.date_maturity,
l.amount_currency, l.balance, l.move_id,
l.company_id
""" % (date_end, date_end, partners, account_type, date_end, date_end)
def _show_buckets_sql_q2(self, date_end, minus_30, minus_60, minus_90,
minus_120):
return """
SELECT partner_id, currency_id, date_maturity, open_due,
open_due_currency, move_id, company_id,
CASE
WHEN '%s' <= date_maturity AND currency_id is null
THEN open_due
WHEN '%s' <= date_maturity AND currency_id is not null
THEN open_due_currency
ELSE 0.0
END as current,
CASE
WHEN '%s' < date_maturity AND date_maturity < '%s'
AND currency_id is null THEN open_due
WHEN '%s' < date_maturity AND date_maturity < '%s'
AND currency_id is not null
THEN open_due_currency
ELSE 0.0
END as b_1_30,
CASE
WHEN '%s' < date_maturity AND date_maturity <= '%s'
AND currency_id is null THEN open_due
WHEN '%s' < date_maturity AND date_maturity <= '%s'
AND currency_id is not null
THEN open_due_currency
ELSE 0.0
END as b_30_60,
CASE
WHEN '%s' < date_maturity AND date_maturity <= '%s'
AND currency_id is null THEN open_due
WHEN '%s' < date_maturity AND date_maturity <= '%s'
AND currency_id is not null
THEN open_due_currency
ELSE 0.0
END as b_60_90,
CASE
WHEN '%s' < date_maturity AND date_maturity <= '%s'
AND currency_id is null THEN open_due
WHEN '%s' < date_maturity AND date_maturity <= '%s'
AND currency_id is not null
THEN open_due_currency
ELSE 0.0
END as b_90_120,
CASE
WHEN date_maturity <= '%s' AND currency_id is null
THEN open_due
WHEN date_maturity <= '%s' AND currency_id is not null
THEN open_due_currency
ELSE 0.0
END as b_over_120
FROM Q1
GROUP BY partner_id, currency_id, date_maturity, open_due,
open_due_currency, move_id, company_id
""" % (date_end, date_end, minus_30, date_end, minus_30, date_end,
minus_60, minus_30, minus_60, minus_30, minus_90, minus_60,
minus_90, minus_60, minus_120, minus_90, minus_120, minus_90,
minus_120, minus_120)
def _show_buckets_sql_q3(self, company_id):
return """
SELECT Q2.partner_id, current, b_1_30, b_30_60, b_60_90, b_90_120,
b_over_120,
COALESCE(Q2.currency_id, c.currency_id) AS currency_id
FROM Q2
JOIN res_company c ON (c.id = Q2.company_id)
WHERE c.id = %s
""" % company_id
def _show_buckets_sql_q4(self):
return """
SELECT partner_id, currency_id, sum(current) as current,
sum(b_1_30) as b_1_30,
sum(b_30_60) as b_30_60,
sum(b_60_90) as b_60_90,
sum(b_90_120) as b_90_120,
sum(b_over_120) as b_over_120
FROM Q3
GROUP BY partner_id, currency_id
"""
def _get_bucket_dates(self, date_end):
return {
'date_end': date_end,
'minus_30': date_end - timedelta(days=30),
'minus_60': date_end - timedelta(days=60),
'minus_90': date_end - timedelta(days=90),
'minus_120': date_end - timedelta(days=120),
}
def _get_account_show_buckets(self, company_id, partner_ids, date_end,
account_type):
res = dict(map(lambda x: (x, []), partner_ids))
partners = ', '.join([str(i) for i in partner_ids])
date_end = datetime.strptime(
date_end, DEFAULT_SERVER_DATE_FORMAT).date()
full_dates = self._get_bucket_dates(date_end)
# pylint: disable=E8103
self.env.cr.execute("""
WITH Q0 AS (%s), Q1 AS (%s), Q2 AS (%s), Q3 AS (%s), Q4 AS (%s)
SELECT partner_id, currency_id, current, b_1_30, b_30_60, b_60_90,
b_90_120, b_over_120,
current+b_1_30+b_30_60+b_60_90+b_90_120+b_over_120
AS balance
FROM Q4
GROUP BY partner_id, currency_id, current, b_1_30, b_30_60, b_60_90,
b_90_120, b_over_120""" % (
self._show_buckets_sql_q0(date_end),
self._show_buckets_sql_q1(partners, date_end, account_type),
self._show_buckets_sql_q2(
full_dates['date_end'],
full_dates['minus_30'],
full_dates['minus_60'],
full_dates['minus_90'],
full_dates['minus_120']),
self._show_buckets_sql_q3(company_id),
self._show_buckets_sql_q4()))
for row in self.env.cr.dictfetchall():
res[row.pop('partner_id')].append(row)
return res
@api.multi @api.multi
def get_report_values(self, docids, data): def get_report_values(self, docids, data):
company_id = data['company_id'] company_id = data['company_id']
@ -359,16 +171,8 @@ class CustomerOutstandingStatement(models.AbstractModel):
lines_to_display[partner_id][currency].append(line) lines_to_display[partner_id][currency].append(line)
if data['show_aging_buckets']: if data['show_aging_buckets']:
buckets = self._get_account_show_buckets(
buckets_to_display = self._get_account_show_buckets(
company_id, partner_ids, date_end, account_type) company_id, partner_ids, date_end, account_type)
for partner_id in partner_ids:
buckets_to_display[partner_id] = {}
for line in buckets[partner_id]:
currency = self.env['res.currency'].browse(
line['currency_id'])
if currency not in buckets_to_display[partner_id]:
buckets_to_display[partner_id][currency] = []
buckets_to_display[partner_id][currency] = line
return { return {
'doc_ids': partner_ids, 'doc_ids': partner_ids,

56
customer_outstanding_statement/wizard/customer_outstanding_statement_wizard.py
View File

@ -1,56 +0,0 @@
# Copyright 2018 Eficent Business and IT Consulting Services S.L.
# (http://www.eficent.com)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from datetime import date
from odoo import api, fields, models
class CustomerOutstandingStatementWizard(models.TransientModel):
"""Customer Outstanding Statement wizard."""
_name = 'customer.outstanding.statement.wizard'
_description = 'Customer Outstanding Statement Wizard'
company_id = fields.Many2one(
comodel_name='res.company',
default=lambda self: self.env.user.company_id,
string='Company'
)
date_end = fields.Date(required=True,
default=fields.Date.to_string(date.today()))
show_aging_buckets = fields.Boolean(string='Include Aging Buckets',
default=True)
number_partner_ids = fields.Integer(
default=lambda self: len(self._context['active_ids'])
)
filter_partners_non_due = fields.Boolean(
string='Don\'t show partners with no due entries', default=True)
account_type = fields.Selection(
[('receivable', 'Receivable'),
('payable', 'Payable')], string='Account type', default='receivable')
@api.multi
def button_export_pdf(self):
self.ensure_one()
return self._export()
def _prepare_outstanding_statement(self):
self.ensure_one()
return {
'date_end': self.date_end,
'company_id': self.company_id.id,
'partner_ids': self._context['active_ids'],
'show_aging_buckets': self.show_aging_buckets,
'filter_non_due_partners': self.filter_partners_non_due,
'account_type': self.account_type,
}
def _export(self):
"""Export to PDF."""
data = self._prepare_outstanding_statement()
return self.env.ref(
'customer_outstanding_statement'
'.action_print_customer_outstanding_statement').report_action(
self, data=data)

0
customer_activity_statement/README.rst → customer_statement/README.rst
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2
customer_activity_statement/__init__.py → customer_statement/__init__.py
View File

@ -2,3 +2,5 @@
from . import report from . import report
from . import wizard from . import wizard
from . import models
from . import wizards

1
customer_activity_statement/__manifest__.py → customer_statement/__manifest__.py
View File

@ -14,6 +14,7 @@
'account_invoicing', 'account_invoicing',
], ],
'data': [ 'data': [
'views/account_payment_term.xml',
'views/statement.xml', 'views/statement.xml',
'wizard/customer_activity_statement_wizard.xml', 'wizard/customer_activity_statement_wizard.xml',
], ],

13
customer_statement/demo/account_payment_term.xml
View File

@ -0,0 +1,13 @@
<?xml version="1.0" encoding="utf-8"?>
<!-- Copyright 2018 Graeme Gellatly
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo noupdate="1">
<!-- TODO
<record model="account.payment.term" id="account_payment_term_demo_1">
<field name="name">...</field>
</record>
-->
</odoo>

0
customer_activity_statement/i18n/ca.po → customer_statement/i18n/ca.po
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0
customer_activity_statement/i18n/customer_activity_statement.pot → customer_statement/i18n/customer_activity_statement.pot
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0
customer_activity_statement/i18n/de.po → customer_statement/i18n/de.po
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0
customer_activity_statement/i18n/es.po → customer_statement/i18n/es.po
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0
customer_activity_statement/i18n/fr.po → customer_statement/i18n/fr.po
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0
customer_activity_statement/i18n/hr_HR.po → customer_statement/i18n/hr_HR.po
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0
customer_activity_statement/i18n/it.po → customer_statement/i18n/it.po
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0
customer_activity_statement/i18n/nl.po → customer_statement/i18n/nl.po
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0
customer_activity_statement/i18n/nl_NL.po → customer_statement/i18n/nl_NL.po
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0
customer_activity_statement/i18n/pt.po → customer_statement/i18n/pt.po
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0
customer_activity_statement/i18n/ro.po → customer_statement/i18n/ro.po
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1
customer_statement/models/__init__.py
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@ -0,0 +1 @@
from . import account_payment_term

18
customer_statement/models/account_payment_term.py
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@ -0,0 +1,18 @@
# -*- coding: utf-8 -*-
# Copyright 2018 Graeme Gellatly
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import api, fields, models, _
class AccountPaymentTerm(models.Model):
_inherit = 'account.payment.term'
aging_periods = fields.Integer(string='Aging Periods to show', default=4)
@api.constrains('aging_periods')
def _aging_period_limits(self):
periods = self.mapped('aging_periods')
if max(periods) > 5 or min(periods) < 0:
raise ValidationError(_('Only between 0 and 5 Aging periods allowed'))

0
customer_activity_statement/report/__init__.py → customer_statement/report/__init__.py
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207
customer_statement/report/customer_activity_statement.py
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@ -0,0 +1,207 @@
# Copyright 2018 Eficent Business and IT Consulting Services S.L.
# (http://www.eficent.com)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from datetime import datetime, timedelta
from odoo.tools.misc import DEFAULT_SERVER_DATE_FORMAT
from odoo import api, fields, models
from collections import defaultdict
class CustomerActivityStatement(models.AbstractModel):
"""Model of Customer Activity Statement"""
_inherit = 'report.statement.common'
_name = 'report.customer_activity_statement.statement'
def _initial_balance_sql_q1(self, partners, date_start, account_type):
return self._cr.mogrify("""
SELECT l.partner_id, l.currency_id, l.company_id,
CASE WHEN l.currency_id is not null AND l.amount_currency > 0.0
THEN sum(l.amount_currency)
ELSE sum(l.debit)
END as debit,
CASE WHEN l.currency_id is not null AND l.amount_currency < 0.0
THEN sum(l.amount_currency * (-1))
ELSE sum(l.credit)
END as credit
FROM account_move_line l
JOIN account_account_type at ON (at.id = l.user_type_id)
JOIN account_move m ON (l.move_id = m.id)
WHERE l.partner_id IN %(partners)s AND at.type = %(account_type)s
AND l.date < %(date_start)s AND not l.blocked
GROUP BY l.partner_id, l.currency_id, l.amount_currency,
l.company_id
""", locals())
def _initial_balance_sql_q2(self, company_id):
return """
SELECT Q1.partner_id, debit-credit AS balance,
COALESCE(Q1.currency_id, c.currency_id) AS currency_id
FROM Q1
JOIN res_company c ON (c.id = Q1.company_id)
WHERE c.id = %s
""" % company_id
def _get_account_initial_balance(self, company_id, partner_ids,
date_start, account_type, currencies):
balance_start = dict(map(lambda x: (x, []), partner_ids))
balance_start_to_display = defaultdict({})
partners = tuple(partner_ids)
# pylint: disable=E8103
self.env.cr.execute("""WITH Q1 AS (%s), Q2 AS (%s)
SELECT partner_id, currency_id, balance
FROM Q2""" % (self._initial_balance_sql_q1(partners, date_start,
account_type),
self._initial_balance_sql_q2(company_id)))
for row in self.env.cr.dictfetchall():
balance_start[row.pop('partner_id')].append(row)
for partner_id, line in balance_start.items():
currency = currencies.get(
line['currency_id'],
self.env['res.currency'].browse(line['currency_id'])
)
balance_start_to_display[partner_id][currency] = \
line['balance']
return balance_start_to_display
def _display_lines_sql_q1(self, partners, date_start, date_end,
account_type):
return self._cr.mogrify("""
SELECT m.name AS move_id, l.partner_id, l.date, l.name,
l.ref, l.blocked, l.currency_id, l.company_id,
CASE WHEN (l.currency_id is not null AND l.amount_currency > 0.0)
THEN sum(l.amount_currency)
ELSE sum(l.debit)
END as debit,
CASE WHEN (l.currency_id is not null AND l.amount_currency < 0.0)
THEN sum(l.amount_currency * (-1))
ELSE sum(l.credit)
END as credit,
CASE WHEN l.date_maturity is null
THEN l.date
ELSE l.date_maturity
END as date_maturity
FROM account_move_line l
JOIN account_account_type at ON (at.id = l.user_type_id)
JOIN account_move m ON (l.move_id = m.id)
WHERE l.partner_id IN %(partners)s AND at.type = %(account_type)s
AND %(date_start)s <= l.date AND l.date <= %(date_end)s
GROUP BY l.partner_id, m.name, l.date, l.date_maturity, l.name,
l.ref, l.blocked, l.currency_id,
l.amount_currency, l.company_id
""", locals())
def _display_lines_sql_q2(self, company_id):
return self._cr.mogrify("""
SELECT Q1.partner_id, move_id, date, date_maturity, Q1.name, ref,
debit, credit, debit-credit as amount, blocked,
COALESCE(Q1.currency_id, c.currency_id) AS currency_id
FROM Q1
JOIN res_company c ON (c.id = Q1.company_id)
WHERE c.id = %(company_id)s
""", locals())
def _get_account_display_lines(self, company_id, partner_ids, date_start,
date_end, account_type):
res = dict(map(lambda x: (x, []), partner_ids))
partners = tuple(partner_ids)
# pylint: disable=E8103
self.env.cr.execute("""
WITH Q1 AS (%s),
Q2 AS (%s)
SELECT partner_id, move_id, date, date_maturity, name, ref, debit,
credit, amount, blocked, currency_id
FROM Q2
ORDER BY date, date_maturity, move_id""" % (
self._display_lines_sql_q1(partners, date_start, date_end,
account_type),
self._display_lines_sql_q2(company_id)))
for row in self.env.cr.dictfetchall():
res[row.pop('partner_id')].append(row)
return res
@api.multi
def get_report_values(self, docids, data):
if not data:
wiz = self.env["customer.activity.statement.wizard"].with_context(
active_ids=docids, model="res.partner"
)
data = wiz.create({})._prepare_statement()
company_id = data['company_id']
partner_ids = data['partner_ids']
date_start = data['date_start']
date_end = data['date_end']
account_type = data['account_type']
today = fields.Date.today()
# There should be relatively few of these, so to speed performance we cache them
self._cr.execute("""
SELECT p.id, l.date_format
FROM res_partner p LEFT JOIN res_lang l ON p.lang=l.id
WHERE p.id IN %(partner_ids)s""", {"partner_ids": tuple(partner_ids)})
date_formats = {r[0]: r[1] for r in self._cr.fetchall()}
currencies = {x.id: x for x in self.env['res.currency'].search([])}
buckets_to_display = {}
lines_to_display = defaultdict({})
amount_due = defaultdict({})
currency_to_display = defaultdict({})
today_display, date_start_display, date_end_display = {}, {}, {}
balance_start_to_display = self._get_account_initial_balance(
company_id, partner_ids, date_start, account_type, currencies)
lines = self._get_account_display_lines(
company_id, partner_ids, date_start, date_end, account_type)
for partner_id in partner_ids:
today_display[partner_id] = self._format_date_to_partner_lang(
today, partner_id, date_formats['partner_id'])
date_start_display[partner_id] = self._format_date_to_partner_lang(
date_start, partner_id, date_formats['partner_id'])
date_end_display[partner_id] = self._format_date_to_partner_lang(
date_end, partner_id, date_formats['partner_id'])
for line in lines[partner_id]:
currency = self.env['res.currency'].browse(line['currency_id'])
if currency not in lines_to_display[partner_id]:
lines_to_display[partner_id][currency] = []
currency_to_display[partner_id][currency] = currency
if currency in balance_start_to_display[partner_id]:
amount_due[partner_id][currency] = \
balance_start_to_display[partner_id][currency]
else:
amount_due[partner_id][currency] = 0.0
if not line['blocked']:
amount_due[partner_id][currency] += line['amount']
line['balance'] = amount_due[partner_id][currency]
line['date'] = self._format_date_to_partner_lang(
line['date'], partner_id, date_formats['partner_id'])
line['date_maturity'] = self._format_date_to_partner_lang(
line['date_maturity'], partner_id, date_formats['partner_id'])
lines_to_display[partner_id][currency].append(line)
if data['show_aging_buckets']:
buckets_to_display = self._get_account_show_buckets(
company_id, partner_ids, date_end, account_type)
return {
'doc_ids': partner_ids,
'doc_model': 'res.partner',
'docs': self.env['res.partner'].browse(partner_ids),
'Amount_Due': amount_due,
'Balance_forward': balance_start_to_display,
'Lines': lines_to_display,
'Buckets': buckets_to_display,
'Currencies': currency_to_display,
'Show_Buckets': data['show_aging_buckets'],
'Filter_non_due_partners': data['filter_non_due_partners'],
'Date_start': date_start_display,
'Date_end': date_end_display,
'Date': today_display,
'account_type': account_type,
}

144
customer_activity_statement/report/customer_activity_statement.py → customer_statement/report/statement_common.py
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@ -7,46 +7,18 @@ from odoo.tools.misc import DEFAULT_SERVER_DATE_FORMAT
from odoo import api, fields, models from odoo import api, fields, models
class CustomerActivityStatement(models.AbstractModel):
"""Model of Customer Activity Statement"""
class ReportStatementCommon(models.AbstractModel):
"""Abstract Report Statement for use in other models"""
_name = 'report.customer_activity_statement.statement'
_name = 'report.statement.common'
def _format_date_to_partner_lang(self, str_date, partner_id):
lang_code = self.env['res.partner'].browse(partner_id).lang
lang = self.env['res.lang']._lang_get(lang_code)
date = datetime.strptime(str_date, DEFAULT_SERVER_DATE_FORMAT).date()
def _format_date_to_partner_lang(self, date, partner_id, date_formats=DEFAULT_SERVER_DATE_FORMAT):
"""
Note: Function kept for backwards compatibility in V12 in case of override.
Consider deprecating in v13 migration or removing
"""
return date.strftime(lang.date_format) return date.strftime(lang.date_format)
def _initial_balance_sql_q1(self, partners, date_start, account_type):
return """
SELECT l.partner_id, l.currency_id, l.company_id,
CASE WHEN l.currency_id is not null AND l.amount_currency > 0.0
THEN sum(l.amount_currency)
ELSE sum(l.debit)
END as debit,
CASE WHEN l.currency_id is not null AND l.amount_currency < 0.0
THEN sum(l.amount_currency * (-1))
ELSE sum(l.credit)
END as credit
FROM account_move_line l
JOIN account_account_type at ON (at.id = l.user_type_id)
JOIN account_move m ON (l.move_id = m.id)
WHERE l.partner_id IN (%s) AND at.type = '%s'
AND l.date < '%s' AND not l.blocked
GROUP BY l.partner_id, l.currency_id, l.amount_currency,
l.company_id
""" % (partners, account_type, date_start)
def _initial_balance_sql_q2(self, company_id):
return """
SELECT Q1.partner_id, debit-credit AS balance,
COALESCE(Q1.currency_id, c.currency_id) AS currency_id
FROM Q1
JOIN res_company c ON (c.id = Q1.company_id)
WHERE c.id = %s
""" % company_id
def _get_account_initial_balance(self, company_id, partner_ids, def _get_account_initial_balance(self, company_id, partner_ids,
date_start, account_type): date_start, account_type):
res = dict(map(lambda x: (x, []), partner_ids)) res = dict(map(lambda x: (x, []), partner_ids))
@ -100,29 +72,8 @@ class CustomerActivityStatement(models.AbstractModel):
WHERE c.id = %s WHERE c.id = %s
""" % company_id """ % company_id
def _get_account_display_lines(self, company_id, partner_ids, date_start,
date_end, account_type):
res = dict(map(lambda x: (x, []), partner_ids))
partners = ', '.join([str(i) for i in partner_ids])
date_start = datetime.strptime(
date_start, DEFAULT_SERVER_DATE_FORMAT).date()
date_end = datetime.strptime(
date_end, DEFAULT_SERVER_DATE_FORMAT).date()
# pylint: disable=E8103
self.env.cr.execute("""WITH Q1 AS (%s), Q2 AS (%s)
SELECT partner_id, move_id, date, date_maturity, name, ref, debit,
credit, amount, blocked, currency_id
FROM Q2
ORDER BY date, date_maturity, move_id""" % (
self._display_lines_sql_q1(partners, date_start, date_end,
account_type),
self._display_lines_sql_q2(company_id)))
for row in self.env.cr.dictfetchall():
res[row.pop('partner_id')].append(row)
return res
def _show_buckets_sql_q0(self, date_end): def _show_buckets_sql_q0(self, date_end):
return """
return self._cr_mogrify("""
SELECT l1.id, SELECT l1.id,
CASE WHEN l1.reconciled = TRUE and l1.balance > 0.0 CASE WHEN l1.reconciled = TRUE and l1.balance > 0.0
THEN max(pd.max_date) THEN max(pd.max_date)
@ -135,19 +86,19 @@ class CustomerActivityStatement(models.AbstractModel):
FROM account_partial_reconcile pr FROM account_partial_reconcile pr
INNER JOIN account_move_line l2 INNER JOIN account_move_line l2
ON pr.credit_move_id = l2.id ON pr.credit_move_id = l2.id
WHERE l2.date <= '%s'
WHERE l2.date <= %(date_end)s
) as pd ON pd.debit_move_id = l1.id ) as pd ON pd.debit_move_id = l1.id
LEFT JOIN (SELECT pr.* LEFT JOIN (SELECT pr.*
FROM account_partial_reconcile pr FROM account_partial_reconcile pr
INNER JOIN account_move_line l2 INNER JOIN account_move_line l2
ON pr.debit_move_id = l2.id ON pr.debit_move_id = l2.id
WHERE l2.date <= '%s'
WHERE l2.date <= %(date_end)s
) as pc ON pc.credit_move_id = l1.id ) as pc ON pc.credit_move_id = l1.id
GROUP BY l1.id GROUP BY l1.id
""" % (date_end, date_end)
""", locals())
def _show_buckets_sql_q1(self, partners, date_end, account_type): def _show_buckets_sql_q1(self, partners, date_end, account_type):
return """
return self._cr.mogrify("""
SELECT l.partner_id, l.currency_id, l.company_id, l.move_id, SELECT l.partner_id, l.currency_id, l.company_id, l.move_id,
CASE WHEN l.balance > 0.0 CASE WHEN l.balance > 0.0
THEN l.balance - sum(coalesce(pd.amount, 0.0)) THEN l.balance - sum(coalesce(pd.amount, 0.0))
@ -169,22 +120,22 @@ class CustomerActivityStatement(models.AbstractModel):
FROM account_partial_reconcile pr FROM account_partial_reconcile pr
INNER JOIN account_move_line l2 INNER JOIN account_move_line l2
ON pr.credit_move_id = l2.id ON pr.credit_move_id = l2.id
WHERE l2.date <= '%s'
WHERE l2.date <= %(date_end)s
) as pd ON pd.debit_move_id = l.id ) as pd ON pd.debit_move_id = l.id
LEFT JOIN (SELECT pr.* LEFT JOIN (SELECT pr.*
FROM account_partial_reconcile pr FROM account_partial_reconcile pr
INNER JOIN account_move_line l2 INNER JOIN account_move_line l2
ON pr.debit_move_id = l2.id ON pr.debit_move_id = l2.id
WHERE l2.date <= '%s'
WHERE l2.date <= %(date_end)s
) as pc ON pc.credit_move_id = l.id ) as pc ON pc.credit_move_id = l.id
WHERE l.partner_id IN (%s) AND at.type = '%s'
WHERE l.partner_id IN %(partners)s AND at.type = %(account_type)s
AND (Q0.reconciled_date is null or AND (Q0.reconciled_date is null or
Q0.reconciled_date > '%s')
AND l.date <= '%s' AND not l.blocked
Q0.reconciled_date > %(date_end)s)
AND l.date <= %(date_end)s AND not l.blocked
GROUP BY l.partner_id, l.currency_id, l.date, l.date_maturity, GROUP BY l.partner_id, l.currency_id, l.date, l.date_maturity,
l.amount_currency, l.balance, l.move_id, l.amount_currency, l.balance, l.move_id,
l.company_id l.company_id
""" % (date_end, date_end, partners, account_type, date_end, date_end)
""", locals())
def _show_buckets_sql_q2(self, date_end, minus_30, minus_60, minus_90, def _show_buckets_sql_q2(self, date_end, minus_30, minus_60, minus_90,
minus_120): minus_120):
@ -246,14 +197,14 @@ class CustomerActivityStatement(models.AbstractModel):
minus_120, minus_120) minus_120, minus_120)
def _show_buckets_sql_q3(self, company_id): def _show_buckets_sql_q3(self, company_id):
return """
return self._cr.mogrify("""
SELECT Q2.partner_id, current, b_1_30, b_30_60, b_60_90, b_90_120, SELECT Q2.partner_id, current, b_1_30, b_30_60, b_60_90, b_90_120,
b_over_120, b_over_120,
COALESCE(Q2.currency_id, c.currency_id) AS currency_id COALESCE(Q2.currency_id, c.currency_id) AS currency_id
FROM Q2 FROM Q2
JOIN res_company c ON (c.id = Q2.company_id) JOIN res_company c ON (c.id = Q2.company_id)
WHERE c.id = %s
""" % company_id
WHERE c.id = %(company_id)s
""", locals())
def _show_buckets_sql_q4(self): def _show_buckets_sql_q4(self):
return """ return """
@ -267,7 +218,13 @@ class CustomerActivityStatement(models.AbstractModel):
GROUP BY partner_id, currency_id GROUP BY partner_id, currency_id
""" """
def _get_bucket_dates(self, date_end):
def _get_bucket_dates(self, date_end, aging_type):
return getattr(
self, '_get_bucket_dates_%s' % aging_type,
self._get_bucket_dates_days
)(date_end)
def _get_bucket_dates_days(date_end):
return { return {
'date_end': date_end, 'date_end': date_end,
'minus_30': date_end - timedelta(days=30), 'minus_30': date_end - timedelta(days=30),
@ -276,9 +233,23 @@ class CustomerActivityStatement(models.AbstractModel):
'minus_120': date_end - timedelta(days=120), 'minus_120': date_end - timedelta(days=120),
} }
def _get_bucket_dates_months(date_end):
res = {}
d = date_end
for k in (
"date_end",
"minus_30",
"minus_60",
"minus_90",
"minus_120",
):
res[k] = d
d = d.replace(day=1) - timedelta(days=1)
return res
def _get_account_show_buckets(self, company_id, partner_ids, date_end, def _get_account_show_buckets(self, company_id, partner_ids, date_end,
account_type): account_type):
res = dict(map(lambda x: (x, []), partner_ids))
buckets = dict(map(lambda x: (x, []), partner_ids))
partners = ', '.join([str(i) for i in partner_ids]) partners = ', '.join([str(i) for i in partner_ids])
date_end = datetime.strptime( date_end = datetime.strptime(
date_end, DEFAULT_SERVER_DATE_FORMAT).date() date_end, DEFAULT_SERVER_DATE_FORMAT).date()
@ -301,14 +272,24 @@ class CustomerActivityStatement(models.AbstractModel):
full_dates['minus_60'], full_dates['minus_60'],
full_dates['minus_90'], full_dates['minus_90'],
full_dates['minus_120']), full_dates['minus_120']),
self._show_buckets_sql_q3(company_id),
self._show_buckets_sql
_q3(company_id),
self._show_buckets_sql_q4())) self._show_buckets_sql_q4()))
for row in self.env.cr.dictfetchall(): for row in self.env.cr.dictfetchall():
res[row.pop('partner_id')].append(row)
return res
buckets[row.pop('partner_id')].append(row)
for partner_id in partner_ids:
buckets_to_display[partner_id] = {}
for line in buckets[partner_id]:
currency = self.env['res.currency'].browse(
line['currency_id'])
if currency not in buckets_to_display[partner_id]:
buckets_to_display[partner_id][currency] = []
buckets_to_display[partner_id][currency] = line
return buckets_to_display
@api.multi @api.multi
def get_report_values(self, docids, data): def get_report_values(self, docids, data):
company_id = data['company_id'] company_id = data['company_id']
partner_ids = data['partner_ids'] partner_ids = data['partner_ids']
date_start = data['date_start'] date_start = data['date_start']
@ -365,16 +346,9 @@ class CustomerActivityStatement(models.AbstractModel):
lines_to_display[partner_id][currency].append(line) lines_to_display[partner_id][currency].append(line)
if data['show_aging_buckets']: if data['show_aging_buckets']:
buckets = self._get_account_show_buckets(
buckets_to_display = self._get_account_show_buckets(
company_id, partner_ids, date_end, account_type) company_id, partner_ids, date_end, account_type)
for partner_id in partner_ids:
buckets_to_display[partner_id] = {}
for line in buckets[partner_id]:
currency = self.env['res.currency'].browse(
line['currency_id'])
if currency not in buckets_to_display[partner_id]:
buckets_to_display[partner_id][currency] = []
buckets_to_display[partner_id][currency] = line
return { return {
'doc_ids': partner_ids, 'doc_ids': partner_ids,

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customer_activity_statement/tests/__init__.py → customer_statement/tests/__init__.py
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34
customer_statement/views/account_payment_term.xml
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@ -0,0 +1,34 @@
<?xml version="1.0" encoding="utf-8"?>
<!-- Copyright 2018 Graeme Gellatly
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<record model="ir.ui.view" id="account_payment_term_form_view">
<field name="name">account.payment.term.form (in customer_activity_statement)</field>
<field name="model">account.payment.term</field>
<field name="inherit_id" ref="TODO othermodule.form_view"/>
<field name="arch" type="xml">
<!-- TODO -->
</field>
</record>
<record model="ir.ui.view" id="account_payment_term_search_view">
<field name="name">account.payment.term.search (in customer_activity_statement)</field>
<field name="model">account.payment.term</field>
<field name="inherit_id" ref="TODO othermodule.search_view"/>
<field name="arch" type="xml">
<!-- TODO -->
</field>
</record>
<record model="ir.ui.view" id="account_payment_term_tree_view">
<field name="name">account.payment.term.tree (in customer_activity_statement)</field>
<field name="model">account.payment.term</field>
<field name="inherit_id" ref="TODO othermodule.tree_view"/>
<field name="arch" type="xml">
<!-- TODO -->
</field>
</record>
</odoo>

0
customer_activity_statement/views/statement.xml → customer_statement/views/statement.xml
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0
customer_activity_statement/wizard/__init__.py → customer_statement/wizard/__init__.py
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38
customer_statement/wizard/customer_activity_statement_wizard.py
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# Copyright 2018 Eficent Business and IT Consulting Services S.L.
# (http://www.eficent.com)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from datetime import date
from odoo import api, fields, models
class CustomerActivityStatementWizard(models.TransientModel):
"""Customer Activity Statement wizard."""
_inherit = 'statement.common'
_name = 'customer.activity.statement.wizard'
_description = 'Customer Activity Statement Wizard'
def _get_date_start(self):
for record in self:
record.date_start = fields.Date.context_today() - relativedelta(day=1)
date_start = fields.Date(required=True, default='_get_date_start')
account_type = fields.Selection(
[('receivable', 'Receivable'),
('payable', 'Payable')], string='Account type', default='receivable')
def _export(self):
"""Export to PDF."""
data = self._prepare_statement()
return self.env.ref(
'customer_statement'
'.action_print_customer_activity_statement').report_action(
self, data=data)
def _prepare_activity_statement(self):
res = super()._prepare_activity_statement()
res.update({'date_start': self.date_start})
return res

0
customer_activity_statement/wizard/customer_activity_statement_wizard.xml → customer_statement/wizard/customer_activity_statement_wizard.xml
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27
customer_statement/wizard/customer_outstanding_statement_wizard.py
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# Copyright 2018 Eficent Business and IT Consulting Services S.L.
# (http://www.eficent.com)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from datetime import date
from odoo import api, fields, models
class CustomerOutstandingStatementWizard(models.TransientModel):
"""Customer Outstanding Statement wizard."""
_name = 'customer.outstanding.statement.wizard'
_description = 'Customer Outstanding Statement Wizard'
company_id = fields.Many2one(
comodel_name='res.company',
default=lambda self: self.env.user.company_id,
string='Company'
)
def _export(self):
"""Export to PDF."""
data = self._prepare_statement()
return self.env.ref(
'customer_statement'
'.action_print_customer_outstanding_statement').report_action(
self, data=data)

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customer_statement/wizard/statement_common.py
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# -*- coding: utf-8 -*-
# Copyright 2018 Graeme Gellatly
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import api, fields, models, _
class StatementCommon(models.AbstractModel):
_name = 'statement.common'
name = fields.Char()
company_id = fields.Many2one(
comodel_name='res.company',
default=lambda self: self.env.user.company_id,
string='Company'
)
date_end = fields.Date(required=True,
default=fields.Date.context_today)
show_aging_buckets = fields.Selection(
[('auto', 'Auto'), ('always', 'Always'), ('never', 'Never')],
string='Include Aging Buckets', default=True)
number_partner_ids = fields.Integer(
default=lambda self: len(self._context['active_ids'])
)
filter_partners_non_due = fields.Boolean(
string='Don\'t show partners with no due entries', default=True)
@api.multi
def button_export_pdf(self):
self.ensure_one()
return self._export()
def _prepare_statement(self):
self.ensure_one()
return {
'date_start': self.date_start,
'date_end': self.date_end,
'company_id': self.company_id.id,
'partner_ids': self._context['active_ids'],
'show_aging_buckets': self.show_aging_buckets,
'filter_non_due_partners': self.filter_partners_non_due,
'account_type': self.account_type,
}
def _export(self):
raise NotImplementedError
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