odoo-addon-account-financial-report 16.0.1.5.4.3__py3-none-any.whl → 16.0.1.6.0__py3-none-any.whl

odoo/addons/account_financial_report/i18n/it.po

@@ -7,7 +7,7 @@ msgstr ""
 "Project-Id-Version: Odoo Server 12.0\n"
 "Report-Msgid-Bugs-To: \n"
 "POT-Creation-Date: 2019-06-03 12:07+0000\n"
-"PO-Revision-Date: 2024-04-05 12:35+0000\n"
+"PO-Revision-Date: 2024-04-19 13:34+0000\n"
 "Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
 "Language-Team: \n"
 "Language: it\n"
@@ -69,7 +69,7 @@ msgstr "Report astratto"
 #. module: account_financial_report
 #: model:ir.model,name:account_financial_report.model_account_financial_report_abstract_wizard
 msgid "Abstract Wizard"
-msgstr "Procedura guidata astratta"
+msgstr "Procedura guidata sintesi"
 
 #. module: account_financial_report
 #: model:ir.model,name:account_financial_report.model_report_account_financial_report_abstract_report_xlsx
@@ -810,7 +810,7 @@ msgstr "Filtro conti"
 #. module: account_financial_report
 #: model_terms:ir.ui.view,arch_db:account_financial_report.general_ledger_wizard
 msgid "Filter analytic accounts"
-msgstr "Filtro conti analitici"
+msgstr "Filtra conti analitici"
 
 #. module: account_financial_report
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard__cost_center_ids
@@ -857,7 +857,7 @@ msgstr "Da:"
 #: code:addons/account_financial_report/report/trial_balance_xlsx.py:0
 #, python-format
 msgid "From: %(date_from)s To: %(date_to)s"
-msgstr "Da: %(date_from)s A: %(date_to)s"
+msgstr "Dal: %(date_from)s Al: %(date_to)s"
 
 #. module: account_financial_report
 #: model:ir.model.fields,field_description:account_financial_report.field_account_group__complete_code
@@ -929,7 +929,7 @@ msgstr "Raggruppa registrazioni per"
 #. module: account_financial_report
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard__grouped_by
 msgid "Grouped By"
-msgstr "Raggruppa per"
+msgstr "Raggruppato per"
 
 #. module: account_financial_report
 #. odoo-python
@@ -1048,12 +1048,12 @@ msgstr "Libro Mastro -"
 #. module: account_financial_report
 #: model:ir.model,name:account_financial_report.model_report_account_financial_report_journal_ledger
 msgid "Journal Ledger Report"
-msgstr "Resoconto libro registri"
+msgstr "Resoconto libro mastro"
 
 #. module: account_financial_report
 #: model:ir.model,name:account_financial_report.model_journal_ledger_report_wizard
 msgid "Journal Ledger Report Wizard"
-msgstr "Procedura guidata resoconto libro registri"
+msgstr "Procedura guidata resoconto libro mastro"
 
 #. module: account_financial_report
 #: model:ir.actions.report,name:account_financial_report.action_report_journal_ledger_xlsx
@@ -1063,7 +1063,7 @@ msgstr "Libro mastro XLSX"
 #. module: account_financial_report
 #: model:ir.model,name:account_financial_report.model_report_a_f_r_report_journal_ledger_xlsx
 msgid "Journal Ledger XLSX Report"
-msgstr "Resoconto XLSX libro registri"
+msgstr "Resoconto XLSX libro mastro"
 
 #. module: account_financial_report
 #. odoo-python
@@ -1737,7 +1737,7 @@ msgstr ""
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard__unaffected_earnings_account
 #: model:ir.model.fields,field_description:account_financial_report.field_trial_balance_report_wizard__unaffected_earnings_account
 msgid "Unaffected Earnings Account"
-msgstr "Conto di ricavi anno corrente"
+msgstr "Conto ricavi inalterato"
 
 #. module: account_financial_report
 #: model:ir.model.fields,help:account_financial_report.field_general_ledger_report_wizard__hide_account_at_0
@@ -1875,22 +1875,22 @@ msgstr "larghezza: 23.24%;"
 #. module: account_financial_report
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_journal_ledger_journal_table_header
 msgid "width: 23.78%;"
-msgstr "larghezza: 23.78%;"
+msgstr "larghezza: 23,78%;"
 
 #. module: account_financial_report
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_journal_ledger_journal_table_header
 msgid "width: 31.35%;"
-msgstr "larghezza: 31.35%;"
+msgstr "larghezza: 31,35%;"
 
 #. module: account_financial_report
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_journal_ledger_journal_table_header
 msgid "width: 38.92%;"
-msgstr "larghezza: 38.92%;"
+msgstr "larghezza: 38,92%;"
 
 #. module: account_financial_report
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_journal_ledger_journal_table_header
 msgid "width: 8.11%;"
-msgstr "larghezza: 8.11%;"
+msgstr "larghezza: 8,11%;"
 
 #~ msgid "Filter analytic tags"
 #~ msgstr "Filtro tag analitici"

odoo/addons/account_financial_report/models/__init__.py

@@ -1,4 +1,6 @@
+from . import account_age_report_configuration
 from . import account_group
 from . import account
 from . import account_move_line
 from . import ir_actions_report
+from . import res_config_settings

odoo/addons/account_financial_report/models/account_age_report_configuration.py

@@ -0,0 +1,47 @@
+# Copyright 2023 Ernesto García
+# Copyright 2023 Carolina Fernandez
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class AccountAgeReportConfiguration(models.Model):
+    _name = "account.age.report.configuration"
+    _description = "Model to set intervals for Age partner balance report"
+
+    name = fields.Char(required=True)
+    company_id = fields.Many2one(
+        "res.company", default=lambda self: self.env.company, readonly=True
+    )
+    line_ids = fields.One2many(
+        "account.age.report.configuration.line", "account_age_report_config_id"
+    )
+
+    @api.constrains("line_ids")
+    def _check_line_ids(self):
+        for rec in self:
+            if not rec.line_ids:
+                raise ValidationError(_("Must complete Configuration Lines"))
+
+
+class AccountAgeReportConfigurationLine(models.Model):
+    _name = "account.age.report.configuration.line"
+    _description = "Model to set interval lines for Age partner balance report"
+
+    name = fields.Char(required=True)
+    account_age_report_config_id = fields.Many2one("account.age.report.configuration")
+    inferior_limit = fields.Integer()
+
+    @api.constrains("inferior_limit")
+    def _check_inferior_limit(self):
+        for rec in self:
+            if rec.inferior_limit <= 0:
+                raise ValidationError(_("Inferior Limit must be greather than zero"))
+
+    _sql_constraints = [
+        (
+            "unique_name_config_combination",
+            "UNIQUE(name,account_age_report_config_id)",
+            _("Name must be unique per report configuration"),
+        )
+    ]

odoo/addons/account_financial_report/models/res_config_settings.py

@@ -0,0 +1,14 @@
+# Copyright 2023 Tecnativa - Carolina Fernandez
+# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl.html).
+
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    default_age_partner_config_id = fields.Many2one(
+        "account.age.report.configuration",
+        string="Intervals configuration",
+        default_model="aged.partner.balance.report.wizard",
+    )

odoo/addons/account_financial_report/readme/CONFIGURE.rst

@@ -0,0 +1,26 @@
+To configure dynamic intervals for Aged Partner Balance you need to:
+
+Go on 'Settings' -> 'Invoicing' -> 'OCA Aged Report Configuration'.
+
+Click on option 'Configurations' and create new record.
+
+Create new interval.
+The name established on line will be the column to display in Aged Partner Balance.
+Inferior limit established on line is the interval
+
+Example of configuration inferior limit:
+
+-> 15
+-> 30
+-> 60
+
+It means the first interval is from 0 to 15, the second from 16 to 30, and the third is 61+.
+
+Go on 'Invoicing' -> 'Reports' -> 'OCA accounting reports' -> 'Aged Partner Balance'
+
+When wizard is open, you need to select your interval configuration and print report.
+
+If you want to get default interval configuration any time you wish to print Aged Partner Report,
+you can set default interval configuration per company in:
+
+'Settings' -> 'Invoicing' -> 'OCA Aged Report Configuration'.

odoo/addons/account_financial_report/readme/CONTRIBUTORS.rst

@@ -24,6 +24,7 @@
   * João Marques
   * Alexandre D. Díaz
   * Víctor Martínez
+  * Carolina Fernandez
 
 * `Sygel <https://www.sygel.es>`__:
 

odoo/addons/account_financial_report/readme/DESCRIPTION.rst

@@ -14,3 +14,7 @@ currency used in account move lines is properly shown.
 
 In case that in an account has not been configured a second currency foreign
 currency balances are not available.
+
+Invoicing / Settings / Invoicing / OCA Aged Report Configuration you will be able to set
+dynamic intervals that will appear on the Aged Partner Balance.
+For further information, check CONFIGURE.rst

odoo/addons/account_financial_report/report/aged_partner_balance.py

@@ -25,6 +25,8 @@ class AgedPartnerBalanceReport(models.AbstractModel):
         ag_pb_data[acc_id]["90_days"] = 0.0
         ag_pb_data[acc_id]["120_days"] = 0.0
         ag_pb_data[acc_id]["older"] = 0.0
+        for interval_line in self.env.context["age_partner_config"].line_ids:
+            ag_pb_data[acc_id][interval_line] = 0.0
         return ag_pb_data
 
     @api.model
@@ -39,6 +41,8 @@ class AgedPartnerBalanceReport(models.AbstractModel):
         ag_pb_data[acc_id][prt_id]["120_days"] = 0.0
         ag_pb_data[acc_id][prt_id]["older"] = 0.0
         ag_pb_data[acc_id][prt_id]["move_lines"] = []
+        for interval_line in self.env.context["age_partner_config"].line_ids:
+            ag_pb_data[acc_id][prt_id][interval_line] = 0.0
         return ag_pb_data
 
     @api.model
@@ -47,6 +51,7 @@ class AgedPartnerBalanceReport(models.AbstractModel):
     ):
         ag_pb_data[acc_id]["residual"] += residual
         ag_pb_data[acc_id][prt_id]["residual"] += residual
+        interval_lines = self.env.context["age_partner_config"].line_ids
         today = date_at_object
         if not due_date or today <= due_date:
             ag_pb_data[acc_id]["current"] += residual
@@ -66,8 +71,29 @@ class AgedPartnerBalanceReport(models.AbstractModel):
         else:
             ag_pb_data[acc_id]["older"] += residual
             ag_pb_data[acc_id][prt_id]["older"] += residual
+        days_difference = abs((today - due_date).days)
+        for index, line in enumerate(interval_lines):
+            lower_limit = 0 if not index else interval_lines[index - 1].inferior_limit
+            next_line = interval_lines[index] if index < len(interval_lines) else None
+            interval_range = self._get_values_for_range_intervals(
+                lower_limit, next_line.inferior_limit
+            )
+            if (
+                days_difference in interval_range
+                or days_difference == line.inferior_limit
+            ):
+                ag_pb_data[acc_id][line] += residual
+                ag_pb_data[acc_id][prt_id][line] += residual
+                break
         return ag_pb_data
 
+    def _get_values_for_range_intervals(self, num1, num2):
+        min_num = min(num1, num2)
+        max_num = max(num1, num2)
+        if abs(num2 - num1) == 1:
+            return [max_num]
+        return list(range(min_num + 1, max_num))
+
     def _get_account_partial_reconciled(self, company_id, date_at_object):
         domain = [("max_date", ">", date_at_object), ("company_id", "=", company_id)]
         fields = [
@@ -235,6 +261,9 @@ class AgedPartnerBalanceReport(models.AbstractModel):
                 "older": 0.0,
             }
         )
+        interval_lines = self.env.context["age_partner_config"].line_ids
+        for interval_line in interval_lines:
+            ml[interval_line] = 0.0
         due_date = ml["due_date"]
         amount = ml["residual"]
         today = date_at_object
@@ -250,6 +279,19 @@ class AgedPartnerBalanceReport(models.AbstractModel):
             ml["120_days"] += amount
         else:
             ml["older"] += amount
+        days_difference = abs((today - due_date).days)
+        for index, interval_line in enumerate(interval_lines):
+            lower_limit = 0 if not index else interval_lines[index - 1].inferior_limit
+            next_line = interval_lines[index] if index < len(interval_lines) else None
+            interval_range = self._get_values_for_range_intervals(
+                lower_limit, next_line.inferior_limit
+            )
+            if (
+                days_difference in interval_range
+                or days_difference == interval_line.inferior_limit
+            ):
+                ml[interval_line] += amount
+                break
 
     def _create_account_list(
         self,
@@ -261,6 +303,7 @@ class AgedPartnerBalanceReport(models.AbstractModel):
         date_at_oject,
     ):
         aged_partner_data = []
+        interval_lines = self.env.context["age_partner_config"].line_ids
         for account in accounts_data.values():
             acc_id = account["id"]
             account.update(
@@ -275,6 +318,8 @@ class AgedPartnerBalanceReport(models.AbstractModel):
                     "partners": [],
                 }
             )
+            for interval_line in interval_lines:
+                account[interval_line] = ag_pb_data[acc_id][interval_line]
             for prt_id in ag_pb_data[acc_id]:
                 if isinstance(prt_id, int):
                     partner = {
@@ -287,6 +332,10 @@ class AgedPartnerBalanceReport(models.AbstractModel):
                         "120_days": ag_pb_data[acc_id][prt_id]["120_days"],
                         "older": ag_pb_data[acc_id][prt_id]["older"],
                     }
+                    for interval_line in interval_lines:
+                        partner[interval_line] = ag_pb_data[acc_id][prt_id][
+                            interval_line
+                        ]
                     if show_move_line_details:
                         move_lines = []
                         for ml in ag_pb_data[acc_id][prt_id]["move_lines"]:
@@ -306,6 +355,7 @@ class AgedPartnerBalanceReport(models.AbstractModel):
 
     @api.model
     def _calculate_percent(self, aged_partner_data):
+        interval_lines = self.env.context["age_partner_config"].line_ids
         for account in aged_partner_data:
             if abs(account["residual"]) > 0.01:
                 total = account["residual"]
@@ -331,6 +381,10 @@ class AgedPartnerBalanceReport(models.AbstractModel):
                         ),
                     }
                 )
+                for interval_line in interval_lines:
+                    account[f"percent_{interval_line.id}"] = abs(
+                        round((account[interval_line] / total) * 100, 2)
+                    )
             else:
                 account.update(
                     {
@@ -342,6 +396,8 @@ class AgedPartnerBalanceReport(models.AbstractModel):
                         "percent_older": 0.0,
                     }
                 )
+                for interval_line in interval_lines:
+                    account[f"percent_{interval_line.id}"] = 0.0
         return aged_partner_data
 
     def _get_report_values(self, docids, data):
@@ -355,12 +411,12 @@ class AgedPartnerBalanceReport(models.AbstractModel):
         date_from = data["date_from"]
         only_posted_moves = data["only_posted_moves"]
         show_move_line_details = data["show_move_line_details"]
-        (
-            ag_pb_data,
-            accounts_data,
-            partners_data,
-            journals_data,
-        ) = self._get_move_lines_data(
+        aged_partner_configuration = self.env[
+            "account.age.report.configuration"
+        ].browse(data["age_partner_config_id"])
+        (ag_pb_data, accounts_data, partners_data, journals_data,) = self.with_context(
+            age_partner_config=aged_partner_configuration
+        )._get_move_lines_data(
             company_id,
             account_ids,
             partner_ids,
@@ -369,7 +425,9 @@ class AgedPartnerBalanceReport(models.AbstractModel):
             only_posted_moves,
             show_move_line_details,
         )
-        aged_partner_data = self._create_account_list(
+        aged_partner_data = self.with_context(
+            age_partner_config=aged_partner_configuration
+        )._create_account_list(
             ag_pb_data,
             accounts_data,
             partners_data,
@@ -377,7 +435,9 @@ class AgedPartnerBalanceReport(models.AbstractModel):
             show_move_line_details,
             date_at_object,
         )
-        aged_partner_data = self._calculate_percent(aged_partner_data)
+        aged_partner_data = self.with_context(
+            age_partner_config=aged_partner_configuration
+        )._calculate_percent(aged_partner_data)
         return {
             "doc_ids": [wizard_id],
             "doc_model": "open.items.report.wizard",
@@ -388,6 +448,7 @@ class AgedPartnerBalanceReport(models.AbstractModel):
             "only_posted_moves": only_posted_moves,
             "aged_partner_balance": aged_partner_data,
             "show_move_lines_details": show_move_line_details,
+            "age_partner_config": aged_partner_configuration,
         }
 
     def _get_ml_fields(self):