partner_statement

Purpose

Extends Odoo Invoicing so accountants can generate partner account statements with configurable aging details and multiple output formats.

Features

statement.common.wizard: Lets accountants configure partner statements with options for overdue filtering, aging buckets by days or months, account type selection, excluded account patterns, and export to HTML, PDF, or XLSX.
activity.statement.wizard: Handles the activity statement date range defaults, adjusts the start date when switching aging mode, and passes the activity flagging required by the reports.
detailed.activity.statement.wizard: Enables detailed statements with prior and ending balance sections, an optional balance column, and disables aging buckets by default.
outstanding.statement.wizard: Marks statement requests as outstanding runs so only open items up to the cutoff date are compiled for every supported output format.
res.config.settings: Adds partner statement configuration controls that activate access groups and store default aging and filtering preferences shared by all wizards.
res.partner: Provides partner actions to launch activity, detailed activity, or outstanding statement wizards directly from partner listings.
statement.common: Aggregates multi-currency statement data, computes aging buckets, filters out empty or negative-balance partners when requested, and honors excluded-account and overdue-only options.
report.partner_statement.activity_statement: Generates activity statements with initial balances, transaction lines, applied reconciliations, and running balances labeled per currency and partner.
report.partner_statement.outstanding_statement: Produces outstanding statements that compute open amounts via partial reconciliations, discard fully settled lines, and retain due date information.
report.p_s.report_activity_statement_xlsx: Outputs spreadsheet versions of activity statements with structured headers, running totals, and currency-aware formatting for amounts.