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[16.0][ADD] partner_statement, add report current statement #1163

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Hi @MiquelRForgeFlow,
some modules you are maintaining are being modified, check this out!

from odoo.addons.report_xlsx_helper.report.report_xlsx_format import FORMATS


class OutstandingStatementXslx(models.AbstractModel):
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Suggested change
class OutstandingStatementXslx(models.AbstractModel):
class OutstandingStatementXslx(models.AbstractModel):

...



class CurrentStatementWizard(models.TransientModel):
"""Outstanding Statement wizard."""
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...

[("report_name", "=", report_name), ("report_type", "=", report_type)],
limit=1,
)
.report_action(self, data=data)
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apply 942a5f9 here too

_name = "report.partner_statement.current_statement"
_description = "Partner Current Statement"

def _display_lines_sql_q1(self, partners, date_end, account_type):
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def _display_lines_sql_q1(self, partners, date_end, account_type):
def _display_current_lines_sql_q1(self, partners, date_end, account_type):

same for the other methods

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@MiquelRForgeFlow MiquelRForgeFlow left a comment

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Needs update of partner_statement/security/ir.model.access.csv and also add views

ELSE avg(l.credit)
END as credit,
CASE WHEN l.balance > 0.0
THEN round(l.balance - sum(coalesce(pd.amount, 0.0)),2)
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why apply round? if you have a good reason, then apply it to other reports too, but my opinion is not to apply it in the queries, as maybe you have a different rounding instead of 2. I think it should be applied somewhere in the python part of the code.

@@ -5,3 +5,5 @@
from . import activity_statement_xlsx
from . import detailed_activity_statement_xlsx
from . import outstanting_statement_xlsx
from . import current_statement
from . import current_statement_xlsx
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@MiquelRForgeFlow MiquelRForgeFlow May 7, 2024

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Is there too much difference between current_statement and outstanding_statement? If not, perhaps it's better to make current_statement be an inherit of outstanding_statement, the same way detailed_activity_statement inherits activity_statement. Surely it would reduce code.

Or maybe it should just get merged into the outstanding_statement by adding an extra boolean parameter.

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5 participants