[IMP] spreadsheet_account: Add formula ODOO.RESIDUAL and ODOO.PARTNER.BALANCE #194567
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POT Added back 👍 @william-andre |
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@VincentSchippefilt Thanks for the feedback, is the new version taking care of that ? |
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I have no idea what you mean but I see you have updated the code correctly 👍 |
….BALANCE Problem --------- There is currently no formula to get the residual amount of accounts nor to get the balance of a partner in a given period of time in spreadsheets. Objective --------- Add the formula ODOO.RESIDUAL and ODOO.PARTNER.BALANCE that do just that ODOO.RESIDUAL should take the following parameters: - account_codes (mandatory)(can be more than one separate by ,): could be optional, in that case it could set the domain to all receivables/payables accounts - due_date_range or expected_date (optional): date range referred to due dates (not AML date) - offset (optional): adding the possibility of the offset to be not only “Year” but also, a specific date or other periods like Month, Quarter. - company_id (optional) - include_unposted (optional) (default: false) ODOO.PARTNER.BALANCE should take the following paramters: - partner_ids (mandatory) (can be more than one separate by ,) - accound_codes (optional) (the prefix of the account(s)) - date_range (optional) (21/12/2022,Q1 2022, 12/2022, 2022) - offset (optional) (default: 0) - company_id (optional) - include_unposted (optional) (default: false) Solution --------- 1. Define the spreadsheet function with the correct parameters in `accounting_function.js` 2. Hook it to the data source so that it can perform server calls 3. Craft that server python function to returns the list a residual amounts for the given list of parameters. 4. Adds some tests. Task-3679808
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adhoc-cicd-bot
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Jan 26, 2025
….BALANCE Problem --------- There is currently no formula to get the residual amount of accounts nor to get the balance of a partner in a given period of time in spreadsheets. Objective --------- Add the formula ODOO.RESIDUAL and ODOO.PARTNER.BALANCE that do just that ODOO.RESIDUAL should take the following parameters: - account_codes (mandatory)(can be more than one separate by ,): could be optional, in that case it could set the domain to all receivables/payables accounts - due_date_range or expected_date (optional): date range referred to due dates (not AML date) - offset (optional): adding the possibility of the offset to be not only “Year” but also, a specific date or other periods like Month, Quarter. - company_id (optional) - include_unposted (optional) (default: false) ODOO.PARTNER.BALANCE should take the following paramters: - partner_ids (mandatory) (can be more than one separate by ,) - accound_codes (optional) (the prefix of the account(s)) - date_range (optional) (21/12/2022,Q1 2022, 12/2022, 2022) - offset (optional) (default: 0) - company_id (optional) - include_unposted (optional) (default: false) Solution --------- 1. Define the spreadsheet function with the correct parameters in `accounting_function.js` 2. Hook it to the data source so that it can perform server calls 3. Craft that server python function to returns the list a residual amounts for the given list of parameters. 4. Adds some tests. Task-3679808 closes odoo#194567 Signed-off-by: William André (wan) <wan@odoo.com>
gamarino
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Jan 27, 2025
….BALANCE Problem --------- There is currently no formula to get the residual amount of accounts nor to get the balance of a partner in a given period of time in spreadsheets. Objective --------- Add the formula ODOO.RESIDUAL and ODOO.PARTNER.BALANCE that do just that ODOO.RESIDUAL should take the following parameters: - account_codes (mandatory)(can be more than one separate by ,): could be optional, in that case it could set the domain to all receivables/payables accounts - due_date_range or expected_date (optional): date range referred to due dates (not AML date) - offset (optional): adding the possibility of the offset to be not only “Year” but also, a specific date or other periods like Month, Quarter. - company_id (optional) - include_unposted (optional) (default: false) ODOO.PARTNER.BALANCE should take the following paramters: - partner_ids (mandatory) (can be more than one separate by ,) - accound_codes (optional) (the prefix of the account(s)) - date_range (optional) (21/12/2022,Q1 2022, 12/2022, 2022) - offset (optional) (default: 0) - company_id (optional) - include_unposted (optional) (default: false) Solution --------- 1. Define the spreadsheet function with the correct parameters in `accounting_function.js` 2. Hook it to the data source so that it can perform server calls 3. Craft that server python function to returns the list a residual amounts for the given list of parameters. 4. Adds some tests. Task-3679808 closes odoo/odoo#194567 Signed-off-by: William André (wan) <wan@odoo.com>
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….BALANCE Problem --------- There is currently no formula to get the residual amount of accounts nor to get the balance of a partner in a given period of time in spreadsheets. Objective --------- Add the formula ODOO.RESIDUAL and ODOO.PARTNER.BALANCE that do just that ODOO.RESIDUAL should take the following parameters: - account_codes (mandatory)(can be more than one separate by ,): could be optional, in that case it could set the domain to all receivables/payables accounts - due_date_range or expected_date (optional): date range referred to due dates (not AML date) - offset (optional): adding the possibility of the offset to be not only “Year” but also, a specific date or other periods like Month, Quarter. - company_id (optional) - include_unposted (optional) (default: false) ODOO.PARTNER.BALANCE should take the following paramters: - partner_ids (mandatory) (can be more than one separate by ,) - accound_codes (optional) (the prefix of the account(s)) - date_range (optional) (21/12/2022,Q1 2022, 12/2022, 2022) - offset (optional) (default: 0) - company_id (optional) - include_unposted (optional) (default: false) Solution --------- 1. Define the spreadsheet function with the correct parameters in `accounting_function.js` 2. Hook it to the data source so that it can perform server calls 3. Craft that server python function to returns the list a residual amounts for the given list of parameters. 4. Adds some tests. Task-3679808 closes odoo#194567 Signed-off-by: William André (wan) <wan@odoo.com>
adhoc-cicd-bot
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….BALANCE Problem --------- There is currently no formula to get the residual amount of accounts nor to get the balance of a partner in a given period of time in spreadsheets. Objective --------- Add the formula ODOO.RESIDUAL and ODOO.PARTNER.BALANCE that do just that ODOO.RESIDUAL should take the following parameters: - account_codes (mandatory)(can be more than one separate by ,): could be optional, in that case it could set the domain to all receivables/payables accounts - due_date_range or expected_date (optional): date range referred to due dates (not AML date) - offset (optional): adding the possibility of the offset to be not only “Year” but also, a specific date or other periods like Month, Quarter. - company_id (optional) - include_unposted (optional) (default: false) ODOO.PARTNER.BALANCE should take the following paramters: - partner_ids (mandatory) (can be more than one separate by ,) - accound_codes (optional) (the prefix of the account(s)) - date_range (optional) (21/12/2022,Q1 2022, 12/2022, 2022) - offset (optional) (default: 0) - company_id (optional) - include_unposted (optional) (default: false) Solution --------- 1. Define the spreadsheet function with the correct parameters in `accounting_function.js` 2. Hook it to the data source so that it can perform server calls 3. Craft that server python function to returns the list a residual amounts for the given list of parameters. 4. Adds some tests. Task-3679808 closes odoo#194567 Signed-off-by: William André (wan) <wan@odoo.com>
StephaneMangin
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….BALANCE Problem --------- There is currently no formula to get the residual amount of accounts nor to get the balance of a partner in a given period of time in spreadsheets. Objective --------- Add the formula ODOO.RESIDUAL and ODOO.PARTNER.BALANCE that do just that ODOO.RESIDUAL should take the following parameters: - account_codes (mandatory)(can be more than one separate by ,): could be optional, in that case it could set the domain to all receivables/payables accounts - due_date_range or expected_date (optional): date range referred to due dates (not AML date) - offset (optional): adding the possibility of the offset to be not only “Year” but also, a specific date or other periods like Month, Quarter. - company_id (optional) - include_unposted (optional) (default: false) ODOO.PARTNER.BALANCE should take the following paramters: - partner_ids (mandatory) (can be more than one separate by ,) - accound_codes (optional) (the prefix of the account(s)) - date_range (optional) (21/12/2022,Q1 2022, 12/2022, 2022) - offset (optional) (default: 0) - company_id (optional) - include_unposted (optional) (default: false) Solution --------- 1. Define the spreadsheet function with the correct parameters in `accounting_function.js` 2. Hook it to the data source so that it can perform server calls 3. Craft that server python function to returns the list a residual amounts for the given list of parameters. 4. Adds some tests. Task-3679808 closes odoo#194567 Signed-off-by: William André (wan) <wan@odoo.com>
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Problem
There is currently no formula to get the residual amount of accounts nor to get the balance of a partner in a given period of time in spreadsheets.
Objective
Add the formula ODOO.RESIDUAL and ODOO.PARTNER.BALANCE that do just that
ODOO.RESIDUAL should take the following parameters:
ODOO.PARTNER.BALANCE should take the following paramters:
Solution
accounting_function.jsTask-3679808
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