[IMP] account_financial_report: Continue improvement

account_financial_report/README.rst

@@ -45,11 +45,44 @@ 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
+
 **Table of contents**
 
 .. contents::
    :local:
 
+Configuration
+=============
+
+To configure dynamic intervals for Aged Partner Balance you need to:
+
+Gallinao 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.
+Superior limit established on line is the interval
+
+Example of configuration superior 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'.
+
 Known issues / Roadmap
 ======================
 
@@ -134,6 +167,7 @@ Contributors
   * João Marques
   * Alexandre D. Díaz
   * Víctor Martínez
+  * Carolina Fernandez
 
 * `Sygel <https://www.sygel.es>`__:
 

account_financial_report/__manifest__.py

@@ -25,6 +25,7 @@
         "wizard/open_items_wizard_view.xml",
         "wizard/trial_balance_wizard_view.xml",
         "wizard/vat_report_wizard_view.xml",
+        "view/account_age_report_configuration_views.xml",
         "menuitems.xml",
         "reports.xml",
         "report/templates/layouts.xml",
@@ -35,13 +36,13 @@
         "report/templates/trial_balance.xml",
         "report/templates/vat_report.xml",
         "view/account_view.xml",
-        "view/account_age_report_configuration_views.xml",
         "view/report_general_ledger.xml",
         "view/report_journal_ledger.xml",
         "view/report_trial_balance.xml",
         "view/report_open_items.xml",
         "view/report_aged_partner_balance.xml",
         "view/report_vat_report.xml",
+        "view/res_config_settings_views.xml",
     ],
     "assets": {
         "web.assets_backend": [

account_financial_report/i18n/account_financial_report.pot

@@ -6,6 +6,8 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Odoo Server 15.0\n"
 "Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2023-11-22 16:10+0000\n"
+"PO-Revision-Date: 2023-11-22 16:10+0000\n"
 "Last-Translator: \n"
 "Language-Team: \n"
 "MIME-Version: 1.0\n"
@@ -49,6 +51,11 @@ msgstr ""
 msgid "<b>Taxes summary</b>"
 msgstr ""
 
+#. module: account_financial_report
+#: model_terms:ir.ui.view,arch_db:account_financial_report.res_config_settings_view_form
+msgid "<span class=\"o_form_label\">Intervals configuration</span>"
+msgstr ""
+
 #. module: account_financial_report
 #: model_terms:ir.ui.view,arch_db:account_financial_report.aged_partner_balance_wizard
 #: model_terms:ir.ui.view,arch_db:account_financial_report.general_ledger_wizard
@@ -88,6 +95,11 @@ msgstr ""
 msgid "Account"
 msgstr ""
 
+#. module: account_financial_report
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration_line__account_age_report_config_id
+msgid "Account Age Report Config"
+msgstr ""
+
 #. module: account_financial_report
 #: model:ir.model.fields,field_description:account_financial_report.field_aged_partner_balance_report_wizard__account_code_from
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard__account_code_from
@@ -146,11 +158,16 @@ msgstr ""
 msgid "Additional Filtering"
 msgstr ""
 
+#. module: account_financial_report
+#: model:ir.actions.act_window,name:account_financial_report.action_aged_partner_report_configuration
+msgid "Age Partner Report Configuration"
+msgstr ""
+
 #. module: account_financial_report
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_aged_partner_balance_move_lines
 msgid ""
 "Age ≤ 120\n"
-"                        d."
+"                            d."
 msgstr ""
 
 #. module: account_financial_report
@@ -164,7 +181,7 @@ msgstr ""
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_aged_partner_balance_move_lines
 msgid ""
 "Age ≤ 30\n"
-"                        d."
+"                            d."
 msgstr ""
 
 #. module: account_financial_report
@@ -178,7 +195,7 @@ msgstr ""
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_aged_partner_balance_move_lines
 msgid ""
 "Age ≤ 60\n"
-"                        d."
+"                            d."
 msgstr ""
 
 #. module: account_financial_report
@@ -192,7 +209,7 @@ msgstr ""
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_aged_partner_balance_move_lines
 msgid ""
 "Age ≤ 90\n"
-"                        d."
+"                            d."
 msgstr ""
 
 #. module: account_financial_report
@@ -384,14 +401,28 @@ msgstr ""
 #. module: account_financial_report
 #: code:addons/account_financial_report/report/trial_balance_xlsx.py:0
 #: code:addons/account_financial_report/report/vat_report_xlsx.py:0
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration_line__code
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_trial_balance_lines_header
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_vat_report_base
 #, python-format
 msgid "Code"
 msgstr ""
 
+#. module: account_financial_report
+#: code:addons/account_financial_report/models/account_age_report_configuration.py:0
+#: model:ir.model.constraint,message:account_financial_report.constraint_account_age_report_configuration_line_unique_name_code_config_combination
+#, python-format
+msgid "Code and Name must be unique per report configuration"
+msgstr ""
+
+#. module: account_financial_report
+#: model:ir.model,name:account_financial_report.model_res_company
+msgid "Companies"
+msgstr ""
+
 #. module: account_financial_report
 #: code:addons/account_financial_report/report/journal_ledger_xlsx.py:0
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration__company_id
 #: model:ir.model.fields,field_description:account_financial_report.field_account_financial_report_abstract_wizard__company_id
 #: model:ir.model.fields,field_description:account_financial_report.field_aged_partner_balance_report_wizard__company_id
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard__company_id
@@ -409,6 +440,18 @@ msgid "Compute accounts"
 msgstr ""
 
 #. module: account_financial_report
+#: model:ir.model,name:account_financial_report.model_res_config_settings
+msgid "Config Settings"
+msgstr ""
+
+#. module: account_financial_report
+#: model_terms:ir.ui.view,arch_db:account_financial_report.res_config_settings_view_form
+msgid "Configurations"
+msgstr ""
+
+#. module: account_financial_report
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration__create_uid
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration_line__create_uid
 #: model:ir.model.fields,field_description:account_financial_report.field_aged_partner_balance_report_wizard__create_uid
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard__create_uid
 #: model:ir.model.fields,field_description:account_financial_report.field_journal_ledger_report_wizard__create_uid
@@ -419,6 +462,8 @@ msgid "Created by"
 msgstr ""
 
 #. module: account_financial_report
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration__create_date
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration_line__create_date
 #: model:ir.model.fields,field_description:account_financial_report.field_aged_partner_balance_report_wizard__create_date
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard__create_date
 #: model:ir.model.fields,field_description:account_financial_report.field_journal_ledger_report_wizard__create_date
@@ -595,6 +640,8 @@ msgid "Detail Taxes"
 msgstr ""
 
 #. module: account_financial_report
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration__display_name
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration_line__display_name
 #: model:ir.model.fields,field_description:account_financial_report.field_aged_partner_balance_report_wizard__display_name
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard__display_name
 #: model:ir.model.fields,field_description:account_financial_report.field_journal_ledger_report_wizard__display_name
@@ -873,6 +920,14 @@ msgstr ""
 msgid "Grouped By"
 msgstr ""
 
+#. module: account_financial_report
+#: model:ir.model.fields,help:account_financial_report.field_res_company__age_partner_config_id
+#: model:ir.model.fields,help:account_financial_report.field_res_config_settings__default_age_partner_config_id
+#: model_terms:ir.ui.view,arch_db:account_financial_report.res_config_settings_view_form
+msgid ""
+"Here you can set the intervals that will appear on the Aged Partner Balance."
+msgstr ""
+
 #. module: account_financial_report
 #: code:addons/account_financial_report/report/general_ledger_xlsx.py:0
 #: code:addons/account_financial_report/report/open_items_xlsx.py:0
@@ -901,6 +956,8 @@ msgid "Hierarchy Levels to display"
 msgstr ""
 
 #. module: account_financial_report
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration__id
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration_line__id
 #: model:ir.model.fields,field_description:account_financial_report.field_aged_partner_balance_report_wizard__id
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard__id
 #: model:ir.model.fields,field_description:account_financial_report.field_journal_ledger_report_wizard__id
@@ -942,6 +999,13 @@ msgstr ""
 msgid "Initial balance"
 msgstr ""
 
+#. module: account_financial_report
+#: model:ir.model.fields,field_description:account_financial_report.field_aged_partner_balance_report_wizard__age_partner_config_id
+#: model:ir.model.fields,field_description:account_financial_report.field_res_company__age_partner_config_id
+#: model:ir.model.fields,field_description:account_financial_report.field_res_config_settings__default_age_partner_config_id
+msgid "Intervals configuration"
+msgstr ""
+
 #. module: account_financial_report
 #: code:addons/account_financial_report/report/aged_partner_balance_xlsx.py:0
 #: code:addons/account_financial_report/report/general_ledger_xlsx.py:0
@@ -1008,6 +1072,8 @@ msgid "Journals"
 msgstr ""
 
 #. module: account_financial_report
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration____last_update
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration_line____last_update
 #: model:ir.model.fields,field_description:account_financial_report.field_aged_partner_balance_report_wizard____last_update
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard____last_update
 #: model:ir.model.fields,field_description:account_financial_report.field_journal_ledger_report_wizard____last_update
@@ -1018,6 +1084,8 @@ msgid "Last Modified on"
 msgstr ""
 
 #. module: account_financial_report
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration__write_uid
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration_line__write_uid
 #: model:ir.model.fields,field_description:account_financial_report.field_aged_partner_balance_report_wizard__write_uid
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard__write_uid
 #: model:ir.model.fields,field_description:account_financial_report.field_journal_ledger_report_wizard__write_uid
@@ -1028,6 +1096,8 @@ msgid "Last Updated by"
 msgstr ""
 
 #. module: account_financial_report
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration__write_date
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration_line__write_date
 #: model:ir.model.fields,field_description:account_financial_report.field_aged_partner_balance_report_wizard__write_date
 #: model:ir.model.fields,field_description:account_financial_report.field_general_ledger_report_wizard__write_date
 #: model:ir.model.fields,field_description:account_financial_report.field_journal_ledger_report_wizard__write_date
@@ -1058,13 +1128,24 @@ msgid "Limit hierarchy levels"
 msgstr ""
 
 #. module: account_financial_report
-#: code:addons/account_financial_report/report/general_ledger.py:0
-#: code:addons/account_financial_report/report/general_ledger.py:0
-#: code:addons/account_financial_report/report/open_items.py:0
-#: code:addons/account_financial_report/report/trial_balance.py:0
-#: code:addons/account_financial_report/report/trial_balance.py:0
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration__line_ids
+msgid "Line"
+msgstr ""
+
+#. module: account_financial_report
+#: code:addons/account_financial_report/models/account_age_report_configuration.py:0
 #, python-format
-msgid "Missing Partner"
+msgid "Superior Limit must be greather than zero"
+msgstr ""
+
+#. module: account_financial_report
+#: model:ir.model,name:account_financial_report.model_account_age_report_configuration_line
+msgid "Model to set interval lines for Age partner balance report"
+msgstr ""
+
+#. module: account_financial_report
+#: model:ir.model,name:account_financial_report.model_account_age_report_configuration
+msgid "Model to set intervals for Age partner balance report"
 msgstr ""
 
 #. module: account_financial_report
@@ -1077,9 +1158,17 @@ msgstr ""
 msgid "Moves"
 msgstr ""
 
+#. module: account_financial_report
+#: code:addons/account_financial_report/models/account_age_report_configuration.py:0
+#, python-format
+msgid "Must complete Configuration Lines"
+msgstr ""
+
 #. module: account_financial_report
 #: code:addons/account_financial_report/report/journal_ledger_xlsx.py:0
 #: code:addons/account_financial_report/report/vat_report_xlsx.py:0
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration__name
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration_line__name
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_journal_all_taxes
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_journal_ledger_journal_taxes
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_vat_report_base
@@ -1140,6 +1229,11 @@ msgstr ""
 msgid "Not due"
 msgstr ""
 
+#. module: account_financial_report
+#: model_terms:ir.ui.view,arch_db:account_financial_report.res_config_settings_view_form
+msgid "OCA Aged Report Configuration"
+msgstr ""
+
 #. module: account_financial_report
 #: model:ir.ui.menu,name:account_financial_report.menu_oca_reports
 msgid "OCA accounting reports"
@@ -1445,6 +1539,11 @@ msgstr ""
 msgid "Starting account in a range"
 msgstr ""
 
+#. module: account_financial_report
+#: model:ir.model.fields,field_description:account_financial_report.field_account_age_report_configuration_line__superior_limit
+msgid "Superior Limit"
+msgstr ""
+
 #. module: account_financial_report
 #: code:addons/account_financial_report/report/general_ledger_xlsx.py:0
 #: model_terms:ir.ui.view,arch_db:account_financial_report.report_general_ledger_lines