[ADD] partner_statement

partner_statement/README.rst

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+=================
+Partner Statement
+=================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:77de87887c4a3ada88f9db6a00b25d47dd445dc8bb5c0da54a72841d3c2816a3
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+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-financial-reporting/tree/16.0/partner_statement
+    :alt: OCA/account-financial-reporting
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-financial-reporting-16-0/account-financial-reporting-16-0-partner_statement
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module extends the functionality of Invoicing to support the printing of customer and vendor statements.
+There are three types of statements: Activity, Detailed Activity, and Outstanding. Aging details can be shown
+in the reports, expressed in aging buckets, so the customer or vendor can review how much is open, due or overdue.
+
+The activity statement provides details of all activity on the partner receivables or payables
+between two selected dates. This includes all invoices, refunds and payments.
+Any outstanding balance dated prior to the chosen statement period will appear
+as a forward balance at the top of the statement. The list is displayed in chronological
+order and is split by currencies.
+
+The detailed activity statement is an extension of the previous statement, and intends to explain the transactions
+that have happened during the period, also providing with a Prior Balance section and an Ending Balance section.
+
+The outstanding statement provides details of all outstanding partner receivables or payables
+up to a particular date. This includes all unpaid invoices, unclaimed refunds and
+outstanding payments. The list is displayed in chronological order and is split by currencies.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+
+Users willing to access to this report should have proper Accounting & Finance rights:
+
+#. Go to *Settings / Users* and edit your user to add the corresponding access rights as follows.
+#. In *Application / Accounting & Finance*, select *Billing* or *Billing Manager*
+
+To configure this module, you need to:
+
+#. Go to *Invoicing / Configuration / Settings*
+#. Under the *Partner Statements* of *Accounting* option select either or both of OCA Activity or Outstanding Statement
+#. Once selected, you may set default options for the reports.
+#. Click *Save*
+
+Removing the wizard from menus follows the same process.
+
+Usage
+=====
+
+To use this module, you need to:
+
+#. Go to a list of Partners, Contacts, Customer or Vendors and select one or more.
+#. Press 'Action > Partner Activity Statement' or 'Action > Partner Outstanding Statement' respectively.
+#. Indicate if you want to display receivables or payables, and if you want to display aging buckets and the aging type.
+#. Optionally complete advanced options such as filtering non due or negative balance partners.
+
+Known issues / Roadmap
+======================
+
+* Email template.
+* Expose reports (using defaults) to billing users while restricting the wizard to managers option.
+* Concept of statement run - to start an async job to send out all statements.
+
+Changelog
+=========
+
+12.0.1.0.0 (2018-11-08)
+~~~~~~~~~~~~~~~~~~~~~~~
+
+* [BREAKING] Modules customer_activity_statement and customer_outstanding_statement merged to create partner_statement.
+* [ADD] New features.
+  * Age by months or days
+  * Filter negative balances
+
+14.0.2.0.0 (2022-12-16)
+~~~~~~~~~~~~~~~~~~~~~~~
+
+* [ADD] Detailed Activity Statement.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20partner_statement%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* ForgeFlow
+
+Contributors
+~~~~~~~~~~~~
+
+* Miquel Raïch <[email protected]>
+* Graeme Gellatly <[email protected]>
+* Lois Rilo <[email protected]>
+* Dhara Solanki <[email protected]>
+* Danny Adair <[email protected]>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-MiquelRForgeFlow| image:: https://github.com/MiquelRForgeFlow.png?size=40px
+    :target: https://github.com/MiquelRForgeFlow
+    :alt: MiquelRForgeFlow
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-MiquelRForgeFlow| 
+
+This module is part of the `OCA/account-financial-reporting <https://github.com/OCA/account-financial-reporting/tree/16.0/partner_statement>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

partner_statement/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+from . import report
+from . import wizard

partner_statement/__manifest__.py

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+# Copyright 2022 ForgeFlow, S.L. (http://www.forgeflow.com)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+{
+    "name": "Partner Statement",
+    "version": "16.0.1.0.3",
+    "category": "Accounting & Finance",
+    "summary": "OCA Financial Reports",
+    "author": "ForgeFlow, Odoo Community Association (OCA)",
+    "maintainers": ["MiquelRForgeFlow"],
+    "website": "https://github.com/OCA/account-financial-reporting",
+    "license": "AGPL-3",
+    "depends": ["account", "report_xlsx", "report_xlsx_helper"],
+    "data": [
+        "security/ir.model.access.csv",
+        "security/statement_security.xml",
+        "views/activity_statement.xml",
+        "views/outstanding_statement.xml",
+        "views/detailed_activity_statement.xml",
+        "views/aging_buckets.xml",
+        "views/res_config_settings.xml",
+        "wizard/statement_wizard.xml",
+    ],
+    "assets": {
+        "web.report_assets_common": [
+            "/partner_statement/static/src/scss/layout_statement.scss",
+        ],
+    },
+    "installable": True,
+    "application": False,
+}