| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/account-financial-reporting |
| GIT | |
| GIT | https://github.com/OCA/account-financial-reporting.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/account-financial-reporting/tree/19.0/partner_statement |
| VERSION | |
| VERSION | 1.1.0 |
| CATEGORY | |
| CATEGORY | Accounting & Finance |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Odoo Community Association (OCA), ForgeFlow |
| MAINTAINERS | |
| MAINTAINERS | Odoo Community Association (OCA), ForgeFlow |
| COMMITTERS | |
| COMMITTERS | Miquel Raïch, JordiMForgeFlow, Ruchir Shukla, Weblate, OCA-git-bot, oca-ci |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/account-financial-reporting |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 19:40:49 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
OCA/reporting-engine: - report_xlsx - report_xlsx_helper odoo/odoo: - account - base_setup - base - web - onboarding - product - bus - web_tour - html_editor - uom - analytic - portal - http_routing - auth_signup - digest - resource |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES |
xlrd xlsxwriter |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | 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. |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
activity_balance |
activity_balance | ir.ui.view | qweb | New |
activity_statement |
activity_statement | ir.ui.view | qweb | New |
activity_statement_wizard_view |
Activity Statement Wizard | activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
aging_buckets |
aging_buckets | ir.ui.view | qweb | New |
detailed_activity_statement |
detailed_activity_statement | ir.ui.view | qweb | New |
detailed_activity_statement_document |
detailed_activity_statement_document | ir.ui.view | qweb | New |
detailed_activity_statement_wizard_view |
Detailed Activity Statement Wizard | detailed.activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
outstanding_balance |
outstanding_balance | ir.ui.view | qweb | New |
outstanding_statement |
outstanding_statement | ir.ui.view | qweb | New |
outstanding_statement_wizard_view |
Outstanding Statement Wizard | outstanding.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
partner_statement.activity_statement_document |
partner_statement.activity_statement_document | ir.ui.view | qweb | New |
partner_statement.outstanding_statement_document |
partner_statement.outstanding_statement_document | ir.ui.view | qweb | New |
res_config_settings_view_form |
res.config.settings.view.form (in partner_statement) | res.config.settings | block | Inherits account.res_config_settings_view_form |
statement_common_view |
Statement Common Wizard View | statement.common.wizard | form | New |
date_start
Date
default=<expr>
required=True
onchange_aging_type(self)
show_aging_buckets
Boolean
default=False
show_balance
Boolean
string='Show Balance column'
No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
default_aging_type
Selection
default='days'
default_model='statement.common.wizard'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
default_filter_negative_balances
Boolean
default_model='statement.common.wizard'
args: 'Exclude Negative Balances'
default_filter_partners_non_due
Boolean
default_model='statement.common.wizard'
string='Exclude partners with no due entries'
default_show_aging_buckets
Boolean
default_model='statement.common.wizard'
string='Show Aging Buckets'
group_activity_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_activity_statement'
args: 'Enable OCA Activity & Detailed Activity Statements'
group_outstanding_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_outstanding_statement'
args: 'Enable OCA Outstanding Statements'
set_values(self)
No new fields.
Public methods (0)No public methods.
account_type
Selection
default='asset_receivable'
args: [('asset_receivable', 'Receivable'), ('liability_payable', 'Payable')]
aging_type
Selection
default='days'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
company_id
Many2one → res.company
comodel_name='res.company'
default=<expr>
required=True
string='Company'
date_end
Date
default=fields.Date.context_today
required=True
excluded_accounts_selector
Char
help='Select account codes to be excluded with a comma-separated list of expressions like 70%.'
string='Accounts to exclude'
filter_negative_balances
Boolean
default=True
args: 'Exclude Negative Balances'
filter_partners_non_due
Boolean
default=True
string="Don't show partners with no due entries"
name
Char
number_partner_ids
Integer
default=<expr>
show_aging_buckets
Boolean
default=True
show_only_overdue
Boolean
help='Show only lines due before the selected date'
button_export_html(self)
button_export_pdf(self)
button_export_xlsx(self)
onchange_aging_type(self)
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/account-financial-reporting |
| GIT | |
| GIT | https://github.com/OCA/account-financial-reporting.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/account-financial-reporting/tree/18.0/partner_statement |
| VERSION | |
| VERSION | 1.2.0 |
| CATEGORY | |
| CATEGORY | Accounting & Finance |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Odoo Community Association (OCA), ForgeFlow |
| MAINTAINERS | |
| MAINTAINERS | Odoo Community Association (OCA), ForgeFlow |
| COMMITTERS | |
| COMMITTERS | Enric Tobella, Miquel Raïch, JordiMForgeFlow, Ruchir Shukla, Weblate, OCA-git-bot, oca-ci, psugne, Denny Morán |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/account-financial-reporting |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 19:30:16 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
OCA/reporting-engine: - report_xlsx - report_xlsx_helper odoo/odoo: - account - base_setup - base - web - onboarding - product - bus - web_tour - html_editor - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | 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. |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
activity_balance |
activity_balance | ir.ui.view | qweb | New |
activity_statement |
activity_statement | ir.ui.view | qweb | New |
activity_statement_wizard_view |
Activity Statement Wizard | activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
aging_buckets |
aging_buckets | ir.ui.view | qweb | New |
detailed_activity_statement |
detailed_activity_statement | ir.ui.view | qweb | New |
detailed_activity_statement_document |
detailed_activity_statement_document | ir.ui.view | qweb | New |
detailed_activity_statement_wizard_view |
Detailed Activity Statement Wizard | detailed.activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
outstanding_balance |
outstanding_balance | ir.ui.view | qweb | New |
outstanding_statement |
outstanding_statement | ir.ui.view | qweb | New |
outstanding_statement_wizard_view |
Outstanding Statement Wizard | outstanding.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
partner_statement.activity_statement_document |
partner_statement.activity_statement_document | ir.ui.view | qweb | New |
partner_statement.outstanding_statement_document |
partner_statement.outstanding_statement_document | ir.ui.view | qweb | New |
res_config_settings_view_form |
res.config.settings.view.form (in partner_statement) | res.config.settings | block | Inherits account.res_config_settings_view_form |
statement_common_view |
Statement Common Wizard View | statement.common.wizard | form | New |
date_start
Date
default=_get_date_start
required=True
onchange_aging_type(self)
show_aging_buckets
Boolean
default=False
show_balance
Boolean
string='Show Balance column'
No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
default_aging_type
Selection
default='days'
default_model='statement.common.wizard'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
default_filter_negative_balances
Boolean
default_model='statement.common.wizard'
args: 'Exclude Negative Balances'
default_filter_partners_non_due
Boolean
default_model='statement.common.wizard'
string='Exclude partners with no due entries'
default_show_aging_buckets
Boolean
default_model='statement.common.wizard'
string='Show Aging Buckets'
group_activity_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_activity_statement'
args: 'Enable OCA Activity & Detailed Activity Statements'
group_outstanding_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_outstanding_statement'
args: 'Enable OCA Outstanding Statements'
set_values(self)
No new fields.
Public methods (0)No public methods.
account_type
Selection
default='asset_receivable'
args: [('asset_receivable', 'Receivable'), ('liability_payable', 'Payable')]
aging_type
Selection
default='days'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
company_id
Many2one → res.company
comodel_name='res.company'
default=<expr>
required=True
string='Company'
date_end
Date
default=fields.Date.context_today
required=True
excluded_accounts_selector
Char
help='Select account codes to be excluded with a comma-separated list of expressions like 70%.'
string='Accounts to exclude'
filter_negative_balances
Boolean
default=True
args: 'Exclude Negative Balances'
filter_partners_non_due
Boolean
default=True
string="Don't show partners with no due entries"
name
Char
number_partner_ids
Integer
default=<expr>
show_aging_buckets
Boolean
default=True
show_only_overdue
Boolean
help='Show only lines due before the selected date'
button_export_html(self)
button_export_pdf(self)
button_export_xlsx(self)
onchange_aging_type(self)
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/account-financial-reporting |
| GIT | |
| GIT | https://github.com/OCA/account-financial-reporting.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/account-financial-reporting/tree/17.0/partner_statement |
| VERSION | |
| VERSION | 1.3.3 |
| CATEGORY | |
| CATEGORY | Accounting & Finance |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Odoo Community Association (OCA), ForgeFlow |
| MAINTAINERS | |
| MAINTAINERS | Odoo Community Association (OCA), ForgeFlow |
| COMMITTERS | |
| COMMITTERS | Miquel Raïch, Weblate, OCA-git-bot, oca-ci, daniel-chionne, Daniel Chionne, Danny W. Adair, ellbristow |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/account-financial-reporting |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 19:20:08 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
OCA/reporting-engine: - report_xlsx - report_xlsx_helper odoo/odoo: - account - base_setup - base - web - onboarding - product - bus - web_tour - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES |
xlrd xlsxwriter |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | 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. |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
activity_balance |
activity_balance | ir.ui.view | qweb | New |
activity_statement |
activity_statement | ir.ui.view | qweb | New |
activity_statement_wizard_view |
Activity Statement Wizard | activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
aging_buckets |
aging_buckets | ir.ui.view | qweb | New |
detailed_activity_statement |
detailed_activity_statement | ir.ui.view | qweb | New |
detailed_activity_statement_document |
detailed_activity_statement_document | ir.ui.view | qweb | New |
detailed_activity_statement_wizard_view |
Detailed Activity Statement Wizard | detailed.activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
outstanding_balance |
outstanding_balance | ir.ui.view | qweb | New |
outstanding_statement |
outstanding_statement | ir.ui.view | qweb | New |
outstanding_statement_wizard_view |
Outstanding Statement Wizard | outstanding.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
partner_statement.activity_statement_document |
partner_statement.activity_statement_document | ir.ui.view | qweb | New |
partner_statement.outstanding_statement_document |
partner_statement.outstanding_statement_document | ir.ui.view | qweb | New |
res_config_settings_view_form |
res.config.settings.view.form (in partner_statement) | res.config.settings | block | Inherits account.res_config_settings_view_form |
statement_common_view |
Statement Common Wizard View | statement.common.wizard | form | New |
date_start
Date
default=_get_date_start
required=True
onchange_aging_type(self)
show_aging_buckets
Boolean
default=False
show_balance
Boolean
string='Show Balance column'
No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
default_aging_type
Selection
default='days'
default_model='statement.common.wizard'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
default_filter_negative_balances
Boolean
default_model='statement.common.wizard'
args: 'Exclude Negative Balances'
default_filter_partners_non_due
Boolean
default_model='statement.common.wizard'
string='Exclude partners with no due entries'
default_show_aging_buckets
Boolean
default_model='statement.common.wizard'
string='Show Aging Buckets'
group_activity_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_activity_statement'
args: 'Enable OCA Activity & Detailed Activity Statements'
group_outstanding_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_outstanding_statement'
args: 'Enable OCA Outstanding Statements'
set_values(self)
No new fields.
Public methods (0)No public methods.
account_type
Selection
default='asset_receivable'
args: [('asset_receivable', 'Receivable'), ('liability_payable', 'Payable')]
aging_type
Selection
default='days'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
company_id
Many2one → res.company
comodel_name='res.company'
default=<expr>
required=True
string='Company'
date_end
Date
default=fields.Date.context_today
required=True
excluded_accounts_selector
Char
help='Select account codes to be excluded with a comma-separated list of expressions like 70%.'
string='Accounts to exclude'
filter_negative_balances
Boolean
default=True
args: 'Exclude Negative Balances'
filter_partners_non_due
Boolean
default=True
string="Don't show partners with no due entries"
name
Char
number_partner_ids
Integer
default=<expr>
show_aging_buckets
Boolean
default=True
show_only_overdue
Boolean
help='Show only lines due before the selected date'
button_export_html(self)
button_export_pdf(self)
button_export_xlsx(self)
onchange_aging_type(self)
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/account-financial-reporting |
| GIT | |
| GIT | https://github.com/OCA/account-financial-reporting.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/account-financial-reporting/tree/16.0/partner_statement |
| VERSION | |
| VERSION | 1.3.3 |
| CATEGORY | |
| CATEGORY | Accounting & Finance |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Odoo Community Association (OCA), ForgeFlow |
| MAINTAINERS | |
| MAINTAINERS | Odoo Community Association (OCA), ForgeFlow |
| COMMITTERS | |
| COMMITTERS | Miquel Raïch, Víctor Martínez, Weblate, OCA-git-bot, oca-ci, daniel-chionne, Daniel Chionne, Danny W. Adair |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/account-financial-reporting |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:53:54 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
OCA/reporting-engine: - report_xlsx - report_xlsx_helper odoo/odoo: - account - base_setup - base - web - product - bus - web_tour - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
activity_balance |
activity_balance | ir.ui.view | qweb | New |
activity_statement |
activity_statement | ir.ui.view | qweb | New |
activity_statement_wizard_view |
Activity Statement Wizard | activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
aging_buckets |
aging_buckets | ir.ui.view | qweb | New |
detailed_activity_statement |
detailed_activity_statement | ir.ui.view | qweb | New |
detailed_activity_statement_document |
detailed_activity_statement_document | ir.ui.view | qweb | New |
detailed_activity_statement_wizard_view |
Detailed Activity Statement Wizard | detailed.activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
outstanding_balance |
outstanding_balance | ir.ui.view | qweb | New |
outstanding_statement |
outstanding_statement | ir.ui.view | qweb | New |
outstanding_statement_wizard_view |
Outstanding Statement Wizard | outstanding.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
partner_statement.activity_statement_document |
partner_statement.activity_statement_document | ir.ui.view | qweb | New |
partner_statement.outstanding_statement_document |
partner_statement.outstanding_statement_document | ir.ui.view | qweb | New |
res_config_settings_view_form |
res.config.settings.view.form (in partner_statement) | res.config.settings | xpath | Inherits account.res_config_settings_view_form |
statement_common_view |
Statement Common Wizard View | statement.common.wizard | form | New |
date_start
Date
default=_get_date_start
required=True
onchange_aging_type(self)
show_aging_buckets
Boolean
default=False
show_balance
Boolean
string='Show Balance column'
No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
default_aging_type
Selection
default='days'
default_model='statement.common.wizard'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
default_filter_negative_balances
Boolean
default_model='statement.common.wizard'
args: 'Exclude Negative Balances'
default_filter_partners_non_due
Boolean
default_model='statement.common.wizard'
string='Exclude partners with no due entries'
default_show_aging_buckets
Boolean
default_model='statement.common.wizard'
string='Show Aging Buckets'
group_activity_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_activity_statement'
args: 'Enable OCA Activity & Detailed Activity Statements'
group_outstanding_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_outstanding_statement'
args: 'Enable OCA Outstanding Statements'
set_values(self)
No new fields.
Public methods (0)No public methods.
account_type
Selection
default='asset_receivable'
args: [('asset_receivable', 'Receivable'), ('liability_payable', 'Payable')]
aging_type
Selection
default='days'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
company_id
Many2one → res.company
comodel_name='res.company'
default=<expr>
required=True
string='Company'
date_end
Date
default=fields.Date.context_today
required=True
excluded_accounts_selector
Char
help='Select account codes to be excluded with a comma-separated list of expressions like 70%.'
string='Accounts to exclude'
filter_negative_balances
Boolean
default=True
args: 'Exclude Negative Balances'
filter_partners_non_due
Boolean
default=True
string="Don't show partners with no due entries"
name
Char
number_partner_ids
Integer
default=<expr>
show_aging_buckets
Boolean
default=True
show_only_overdue
Boolean
help='Show only lines due before the selected date'
button_export_html(self)
button_export_pdf(self)
button_export_xlsx(self)
onchange_aging_type(self)
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/account-financial-reporting |
| GIT | |
| GIT | https://github.com/OCA/account-financial-reporting.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/account-financial-reporting/tree/15.0/partner_statement |
| VERSION | |
| VERSION | 1.3.2 |
| CATEGORY | |
| CATEGORY | Accounting & Finance |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Odoo Community Association (OCA), ForgeFlow |
| MAINTAINERS | |
| MAINTAINERS | Odoo Community Association (OCA), ForgeFlow |
| COMMITTERS | |
| COMMITTERS | Miquel Raïch, Weblate, OCA-git-bot, David, oca-ci, mariadforgeflow, daniel-chionne, josep-tecnativa, Hieu.VMB |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/account-financial-reporting |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:46:39 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
OCA/reporting-engine: - report_xlsx - report_xlsx_helper odoo/odoo: - account - base_setup - base - web - product - bus - web_tour - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES |
xlrd xlsxwriter |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
activity_balance |
activity_balance | ir.ui.view | qweb | New |
activity_statement |
activity_statement | ir.ui.view | qweb | New |
activity_statement_wizard_view |
Activity Statement Wizard | activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
aging_buckets |
aging_buckets | ir.ui.view | qweb | New |
detailed_activity_statement |
detailed_activity_statement | ir.ui.view | qweb | New |
detailed_activity_statement_document |
detailed_activity_statement_document | ir.ui.view | qweb | New |
detailed_activity_statement_wizard_view |
Detailed Activity Statement Wizard | detailed.activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
outstanding_balance |
outstanding_balance | ir.ui.view | qweb | New |
outstanding_statement |
outstanding_statement | ir.ui.view | qweb | New |
outstanding_statement_wizard_view |
Outstanding Statement Wizard | outstanding.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
partner_statement.activity_statement_document |
partner_statement.activity_statement_document | ir.ui.view | qweb | New |
partner_statement.outstanding_statement_document |
partner_statement.outstanding_statement_document | ir.ui.view | qweb | New |
res_config_settings_view_form |
res.config.settings.view.form (in partner_statement) | res.config.settings | xpath | Inherits account.res_config_settings_view_form |
statement_common_view |
Statement Common Wizard View | statement.common.wizard | form | New |
date_start
Date
default=_get_date_start
required=True
onchange_aging_type(self)
show_aging_buckets
Boolean
default=False
show_balance
Boolean
string='Show Balance column'
No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
default_aging_type
Selection
default='days'
default_model='statement.common.wizard'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
default_filter_negative_balances
Boolean
default_model='statement.common.wizard'
args: 'Exclude Negative Balances'
default_filter_partners_non_due
Boolean
default_model='statement.common.wizard'
string='Exclude partners with no due entries'
default_show_aging_buckets
Boolean
default_model='statement.common.wizard'
string='Show Aging Buckets'
group_activity_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_activity_statement'
args: 'Enable OCA Activity & Detailed Activity Statements'
group_outstanding_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_outstanding_statement'
args: 'Enable OCA Outstanding Statements'
set_values(self)
No new fields.
Public methods (0)No public methods.
account_type
Selection
default='receivable'
args: [('receivable', 'Receivable'), ('payable', 'Payable')]
aging_type
Selection
default='days'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
company_id
Many2one → res.company
comodel_name='res.company'
default=<expr>
required=True
string='Company'
date_end
Date
default=fields.Date.context_today
required=True
excluded_accounts_selector
Char
help='Select account codes to be excluded with a comma-separated list of expressions like 70%.'
string='Accounts to exclude'
filter_negative_balances
Boolean
default=True
args: 'Exclude Negative Balances'
filter_partners_non_due
Boolean
default=True
string="Don't show partners with no due entries"
name
Char
number_partner_ids
Integer
default=<expr>
show_aging_buckets
Boolean
default=True
show_only_overdue
Boolean
help='Show only lines due before the selected date'
button_export_html(self)
button_export_pdf(self)
button_export_xlsx(self)
onchange_aging_type(self)
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/account-financial-reporting |
| GIT | |
| GIT | https://github.com/OCA/account-financial-reporting.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/account-financial-reporting/tree/14.0/partner_statement |
| VERSION | |
| VERSION | 1.9.1 |
| CATEGORY | |
| CATEGORY | Accounting & Finance |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Odoo Community Association (OCA), ForgeFlow |
| MAINTAINERS | |
| MAINTAINERS | Odoo Community Association (OCA), ForgeFlow |
| COMMITTERS | |
| COMMITTERS | OCA Transbot, Miquel Raïch, Víctor Martínez, Graeme Gellatly, oca-travis, Weblate, OCA-git-bot, Simone Rubino, oca-ci, mariadforgeflow, Christopher Ormaza, Eduardo De Miguel, oca-git-bot, Danny W. Adair |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/account-financial-reporting |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:41:07 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
OCA/reporting-engine: - report_xlsx - report_xlsx_helper odoo/odoo: - account - base_setup - base - web - product - bus - web_tour - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
activity_balance |
activity_balance | ir.ui.view | qweb | New |
activity_statement |
activity_statement | ir.ui.view | qweb | New |
activity_statement_wizard_view |
Activity Statement Wizard | activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
aging_buckets |
aging_buckets | ir.ui.view | qweb | New |
detailed_activity_statement |
detailed_activity_statement | ir.ui.view | qweb | New |
detailed_activity_statement_document |
detailed_activity_statement_document | ir.ui.view | qweb | New |
detailed_activity_statement_wizard_view |
Detailed Activity Statement Wizard | detailed.activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
outstanding_balance |
outstanding_balance | ir.ui.view | qweb | New |
outstanding_statement |
outstanding_statement | ir.ui.view | qweb | New |
outstanding_statement_wizard_view |
Outstanding Statement Wizard | outstanding.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
partner_statement.activity_statement_document |
partner_statement.activity_statement_document | ir.ui.view | qweb | New |
partner_statement.outstanding_statement_document |
partner_statement.outstanding_statement_document | ir.ui.view | qweb | New |
report_assets_common |
oca_statements report assets | ir.ui.view | qweb | Inherits web.report_assets_common |
res_config_settings_view_form |
res.config.settings.view.form (in partner_statement) | res.config.settings | xpath | Inherits account.res_config_settings_view_form |
statement_common_view |
Statement Common Wizard View | statement.common.wizard | form | New |
date_start
Date
default=_get_date_start
required=True
onchange_aging_type(self)
show_aging_buckets
Boolean
default=False
show_balance
Boolean
string='Show Balance column'
No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
default_aging_type
Selection
default='days'
default_model='statement.common.wizard'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
default_filter_negative_balances
Boolean
default_model='statement.common.wizard'
args: 'Exclude Negative Balances'
default_filter_partners_non_due
Boolean
default_model='statement.common.wizard'
string='Exclude partners with no due entries'
default_show_aging_buckets
Boolean
default_model='statement.common.wizard'
string='Show Aging Buckets'
group_activity_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_activity_statement'
args: 'Enable OCA Activity & Detailed Activity Statements'
group_outstanding_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_outstanding_statement'
args: 'Enable OCA Outstanding Statements'
set_values(self)
No new fields.
Public methods (0)No public methods.
account_type
Selection
default='receivable'
string='Account type'
args: [('receivable', 'Receivable'), ('payable', 'Payable')]
aging_type
Selection
default='days'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
company_id
Many2one → res.company
comodel_name='res.company'
default=<expr>
required=True
string='Company'
date_end
Date
default=fields.Date.context_today
required=True
excluded_accounts_selector
Char
help='Select account codes to be excluded with a comma-separated list of expressions like 70%.'
string='Accounts to exclude'
filter_negative_balances
Boolean
default=True
args: 'Exclude Negative Balances'
filter_partners_non_due
Boolean
default=True
string="Don't show partners with no due entries"
name
Char
number_partner_ids
Integer
default=<expr>
show_aging_buckets
Boolean
default=True
show_only_overdue
Boolean
help='Show only lines due before the selected date'
button_export_html(self)
button_export_pdf(self)
button_export_xlsx(self)
onchange_aging_type(self)
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/account-financial-reporting |
| GIT | |
| GIT | https://github.com/OCA/account-financial-reporting.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/account-financial-reporting/tree/13.0/partner_statement |
| VERSION | |
| VERSION | 1.4.0 |
| CATEGORY | |
| CATEGORY | Accounting & Finance |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Odoo Community Association (OCA), ForgeFlow |
| MAINTAINERS | |
| MAINTAINERS | Odoo Community Association (OCA), ForgeFlow |
| COMMITTERS | |
| COMMITTERS | mreficent, Lois Rilo, Jordi Ballester, OCA Transbot, Miquel Raïch, oca-travis, Weblate, OCA-git-bot, oca-ci, Christopher Ormaza |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/account-financial-reporting |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:34:17 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
OCA/reporting-engine: - report_xlsx - report_xlsx_helper odoo/odoo: - account - base_setup - base - web - product - bus - web_tour - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES |
python-dateutil |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
activity_statement |
activity_statement | ir.ui.view | qweb | New |
activity_statement_wizard_view |
Activity Statement Wizard | activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
aging_buckets |
aging_buckets | ir.ui.view | qweb | New |
outstanding_statement |
outstanding_statement | ir.ui.view | qweb | New |
outstanding_statement_wizard_view |
Outstanding Statement Wizard | outstanding.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
partner_statement.activity_statement_document |
partner_statement.activity_statement_document | ir.ui.view | qweb | New |
partner_statement.outstanding_statement_document |
partner_statement.outstanding_statement_document | ir.ui.view | qweb | New |
report_assets_common |
oca_statements report assets | ir.ui.view | qweb | Inherits web.report_assets_common |
res_config_settings_view_form |
res.config.settings.view.form (in partner_statement) | res.config.settings | xpath | Inherits account.res_config_settings_view_form |
statement_common_view |
Statement Common Wizard View | statement.common.wizard | form | New |
date_start
Date
default=_get_date_start
required=True
onchange_aging_type(self)
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (1)generate_xlsx_report(self, workbook, data, objects)
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
default_aging_type
Selection
default='days'
default_model='statement.common.wizard'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
default_filter_negative_balances
Boolean
default_model='statement.common.wizard'
args: 'Exclude Negative Balances'
default_filter_partners_non_due
Boolean
default_model='statement.common.wizard'
string='Exclude partners with no due entries'
default_show_aging_buckets
Boolean
default_model='statement.common.wizard'
string='Show Aging Buckets'
group_activity_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_activity_statement'
args: 'Enable OCA Activity Statements'
group_outstanding_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_outstanding_statement'
args: 'Enable OCA Outstanding Statements'
set_values(self)
No new fields.
Public methods (0)No public methods.
account_type
Selection
default='receivable'
string='Account type'
args: [('receivable', 'Receivable'), ('payable', 'Payable')]
aging_type
Selection
default='days'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
company_id
Many2one → res.company
comodel_name='res.company'
default=_get_company
required=True
string='Company'
date_end
Date
default=fields.Date.context_today
required=True
filter_negative_balances
Boolean
default=True
args: 'Exclude Negative Balances'
filter_partners_non_due
Boolean
default=True
string="Don't show partners with no due entries"
name
Char
number_partner_ids
Integer
default=<expr>
show_aging_buckets
Boolean
default=True
button_export_html(self)
button_export_pdf(self)
button_export_xlsx(self)
onchange_aging_type(self)
| REPOSITORY | |
|---|---|
| REPOSITORY | OCA/account-financial-reporting |
| GIT | |
| GIT | https://github.com/OCA/account-financial-reporting.git |
| GIT FOLDER | |
| GIT FOLDER | https://github.com/OCA/account-financial-reporting/tree/12.0/partner_statement |
| VERSION | |
| VERSION | 1.1.0 |
| CATEGORY | |
| CATEGORY | Accounting & Finance |
| LICENSE | |
| LICENSE | AGPL-3 |
| APPLICATION | |
| APPLICATION | No |
| AUTO-INSTALLABLE | |
| AUTO-INSTALLABLE | No |
| AUTHORS | |
| AUTHORS | Odoo Community Association (OCA), Eficent |
| MAINTAINERS | |
| MAINTAINERS | Odoo Community Association (OCA), Eficent |
| COMMITTERS | |
| COMMITTERS | Maxime Chambreuil, GitHub, mreficent, OCA Transbot, Miquel Raïch, Sergio Teruel, Graeme Gellatly, oca-travis, Weblate, OCA-git-bot |
| WEBSITE | |
| WEBSITE | https://github.com/OCA/account-financial-reporting |
| LAST TRACKING UPDATE | |
| LAST TRACKING UPDATE | 2026-07-06 00:29:22 |
| ODOO DEPENDENCIES | |
| ODOO DEPENDENCIES |
odoo/odoo: - account - base_setup - base - web - product - decimal_precision - bus - web_tour - uom - analytic - portal - http_routing - digest |
| PYTHON DEPENDENCIES | |
| PYTHON DEPENDENCIES | Not have |
| SYSTEM DEPENDENCIES | |
| SYSTEM DEPENDENCIES | Not have |
| DESCRIPTION | |
| DESCRIPTION | |
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
activity_statement |
activity_statement | ir.ui.view | qweb | New |
activity_statement_wizard_view |
Activity Statement Wizard | activity.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
aging_buckets |
aging_buckets | ir.ui.view | qweb | New |
outstanding_statement |
outstanding_statement | ir.ui.view | qweb | New |
outstanding_statement_wizard_view |
Outstanding Statement Wizard | outstanding.statement.wizard | xpath | Inherits partner_statement.statement_common_view |
partner_statement.activity_statement_document |
partner_statement.activity_statement_document | ir.ui.view | qweb | New |
partner_statement.outstanding_statement_document |
partner_statement.outstanding_statement_document | ir.ui.view | qweb | New |
report_assets_common |
oca_statements report assets | ir.ui.view | qweb | Inherits web.report_assets_common |
res_config_settings_view_form |
res.config.settings.view.form (in partner_statement) | res.config.settings | xpath | Inherits account.res_config_settings_view_form |
statement_common_view |
Statement Common Wizard View | statement.common.wizard | form | New |
date_start
Date
default=_get_date_start
required=True
onchange_aging_type(self)
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
No new fields.
Public methods (0)No public methods.
default_aging_type
Selection
default='days'
default_model='statement.common.wizard'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
default_filter_negative_balances
Boolean
default_model='statement.common.wizard'
args: 'Exclude Negative Balances'
default_filter_partners_non_due
Boolean
default_model='statement.common.wizard'
string='Exclude partners with no due entries'
default_show_aging_buckets
Boolean
default_model='statement.common.wizard'
string='Show Aging Buckets'
group_activity_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_activity_statement'
args: 'Enable OCA Activity Statements'
group_outstanding_statement
Boolean
group='account.group_account_invoice'
implied_group='partner_statement.group_outstanding_statement'
args: 'Enable OCA Outstanding Statements'
set_values(self)
No new fields.
Public methods (0)No public methods.
account_type
Selection
default='receivable'
string='Account type'
args: [('receivable', 'Receivable'), ('payable', 'Payable')]
aging_type
Selection
default='days'
required=True
string='Aging Method'
args: [('days', 'Age by Days'), ('months', 'Age by Months')]
company_id
Many2one → res.company
comodel_name='res.company'
default=_get_company
required=True
string='Company'
date_end
Date
default=fields.Date.context_today
required=True
filter_negative_balances
Boolean
default=True
args: 'Exclude Negative Balances'
filter_partners_non_due
Boolean
default=True
string="Don't show partners with no due entries"
name
Char
number_partner_ids
Integer
default=<expr>
show_aging_buckets
Boolean
default=True
button_export_pdf(self)
onchange_aging_type(self)