[13.0][IMP] partner_statement:

* show partner name at the top.
* simplify view logic for `name` and `ref` printing.
* fallback to journal entry `ref` when the journal item has no
  `ref` set.
* little query formatting changes to enhance readability.

partner_statement/readme/CONTRIBUTORS.rst

@@ -1,2 +1,3 @@
 * Miquel Raïch <miquel.raich@forgeflow.com>
 * Graeme Gellatly <graeme@o4sb.com>
+* Lois Rilo <lois.rilo@forgeflow.com>

partner_statement/report/activity_statement.py

@@ -83,8 +83,11 @@ class ActivityStatement(models.AbstractModel):
                     THEN l.name
                     ELSE '/'
                 END as name,
-       CASE WHEN (aj.type IN ('sale', 'purchase'))
+                CASE
+                    WHEN (aj.type IN ('sale', 'purchase')) AND l.name IS NOT NULL
                         THEN l.ref
+                    WHEN aj.type IN ('sale', 'purchase') AND l.name IS NULL
+                        THEN m.ref
                     WHEN (aj.type in ('bank', 'cash'))
                         THEN 'Payment'
                     ELSE ''
@@ -115,8 +118,11 @@ class ActivityStatement(models.AbstractModel):
                     THEN l.name
                     ELSE '/'
                 END,
-                CASE WHEN (aj.type IN ('sale', 'purchase'))
+                CASE
+                    WHEN (aj.type IN ('sale', 'purchase')) AND l.name IS NOT NULL
                         THEN l.ref
+                    WHEN aj.type IN ('sale', 'purchase') AND l.name IS NULL
+                        THEN m.ref
                     WHEN (aj.type in ('bank', 'cash'))
                         THEN 'Payment'
                     ELSE ''

partner_statement/report/outstanding_statement.py

@@ -17,7 +17,11 @@ class OutstandingStatement(models.AbstractModel):
             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.blocked, l.currency_id, l.company_id,
+            CASE WHEN l.ref IS NOT NULL
+                THEN l.ref
+                ELSE m.ref
+            END as ref,
             CASE WHEN (l.currency_id is not null AND l.amount_currency > 0.0)
                 THEN avg(l.amount_currency)
                 ELSE avg(l.debit)
@@ -62,8 +66,11 @@ class OutstandingStatement(models.AbstractModel):
                                   (pd.id IS NULL AND pc.id IS NULL)
                                 ) AND l.date <= %(date_end)s AND m.state IN ('posted')
             GROUP BY l.partner_id, m.name, l.date, l.date_maturity, l.name,
-                                l.ref, l.blocked, l.currency_id,
-                                l.balance, l.amount_currency, l.company_id
+                CASE WHEN l.ref IS NOT NULL
+                    THEN l.ref
+                    ELSE m.ref
+                END,
+                l.blocked, l.currency_id, l.balance, l.amount_currency, l.company_id
             """,
                 locals(),
             ),

partner_statement/views/activity_statement.xml

@@ -21,6 +21,10 @@
                         <strong>Date:</strong>
                         <p t-esc="d['today']" class="m-0" />
                     </div>
+                    <div class="col-3 bm-2">
+                        <strong>Partner Name:</strong>
+                        <p t-field="o.name" class="m-0" />
+                    </div>
                     <div t-if="o.ref" class="col-3 bm-2">
                         <strong>Partner Code:</strong>
                         <p t-field="o.ref" class="m-0" />
@@ -80,12 +84,15 @@
                                     </td>
                                     <td>
                                         <t t-if="line['name'] != '/'">
-                                            <t t-if="not line['ref']">
+                                            <t t-if="not line['ref'] and line['name']">
                                                 <span t-esc="line['name']" />
                                             </t>
+                                            <t t-if="line['ref'] and not 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']"
+                                                    t-if="line['name'] not in line['ref'] or line['name'] == line['ref']"
                                                 >
                                                     <span t-esc="line['name']" />
                                                 </t>
@@ -94,16 +101,10 @@
                                                 >
                                                     <span t-esc="line['ref']" />
                                                 </t>
-                                                <t t-if="line['name'] == line['ref']">
-                                                    <span t-esc="line['name']" />
-                                                </t>
                                             </t>
                                         </t>
                                         <t t-if="line['name'] == '/'">
-                                            <span
-                                                t-if="line['ref'] == 'Payment'"
-                                            >Payment</span>
-                                            <span t-else="" t-esc="line['ref']" />
+                                            <span t-esc="line['ref']" />
                                         </t>
                                     </td>
                                     <td class="amount">

partner_statement/views/outstanding_statement.xml

@@ -22,6 +22,10 @@
                         <strong>Date:</strong>
                         <p t-esc="d['today']" class="m-0" />
                     </div>
+                    <div class="col-3 bm-2">
+                        <strong>Partner Name:</strong>
+                        <p t-field="o.name" class="m-0" />
+                    </div>
                     <div t-if="o.ref" class="col-3 bm-2">
                         <strong>Partner Code:</strong>
                         <p t-field="o.ref" class="m-0" />
@@ -71,9 +75,12 @@
                                             <t t-if="not line['ref']">
                                                 <span t-esc="line['name']" />
                                             </t>
+                                            <t t-if="line['ref'] and not 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']"
+                                                    t-if="line['name'] not in line['ref'] or line['name'] == line['ref']"
                                                 >
                                                     <span t-esc="line['name']" />
                                                 </t>
@@ -82,9 +89,6 @@
                                                 >
                                                     <span t-esc="line['ref']" />
                                                 </t>
-                                                <t t-if="line['ref'] == line['name']">
-                                                    <span t-esc="line['name']" />
-                                                </t>
                                             </t>
                                         </t>
                                         <t t-if="line['name'] == '/'">