Apr 5 [UPDT] : Bug Fixed 'statement_report'

statement_report/__manifest__.py

@@ -21,7 +21,7 @@
 #############################################################################
 {
     'name': 'Customer/ Supplier Payment Statement Report',
-    'version': '16.0.1.0.0',
+    'version': '16.0.1.0.1',
     'category': 'Productivity',
     'summary': """Customer/ Supplier Payment Statement Report for Odoo 16""",
     'description': """ This module help you to get Customer/ Supplier

statement_report/doc/RELEASE_NOTES.md

@@ -3,5 +3,9 @@
 #### 16.02.2023
 #### Version 16.0.1.0.0
 #### ADD
-
 - Initial commit for Customer/ Supplier Payment Statement Report
+
+#### 05.04.2024
+#### Version 16.0.1.0.1
+#### UPDATED
+- Added the case of credit and debit notes in to the statement

statement_report/models/res_partner.py

@@ -50,7 +50,7 @@ class Partner(models.Model):
         """ for computing 'invoices' of partner"""
         inv_ids = self.env['account.move'].search(
             [('partner_id', '=', self.id),
-             ('move_type', '=', 'out_invoice'),
+             ('move_type', 'in', ['out_invoice', 'out_refund']),
              ('payment_state', '!=', 'paid'),
              ('state', '=', 'posted')]).ids
         self.customer_report_ids = inv_ids
@@ -59,7 +59,7 @@ class Partner(models.Model):
         """ for computing 'bills' of partner """
         bill_ids = self.env['account.move'].search(
             [('partner_id', '=', self.id),
-             ('move_type', '=', 'in_invoice'),
+             ('move_type', '=', ['in_invoice', 'in_refund']),
              ('payment_state', '!=', 'paid'),
              ('state', '=', 'posted')]).ids
         self.vendor_statement_ids = bill_ids

statement_report/views/res_partner_views.xml

@@ -30,7 +30,8 @@
                         <br/>
                         <field name="customer_report_ids">
                             <tree create='false' delete="false">
-                                <field name="currency_id" invisible="1"/>
+<!--                                <field name="currency_id" invisible="1"/>-->
+                                <field name="currency_id"/>
                                 <field name="invoice_date"
                                        string="Invoice Date"/>
                                 <field name="name" string="Invoice No."/>
@@ -42,7 +43,7 @@
                                 <field name="amount_residual_signed"
                                        string="Amount Due" widget="monetary"
                                        options="{'currency_field': 'currency_id'}"/>
-                                <field name="amount_residual" sum="Balance Due"
+                                <field name="amount_residual_signed" sum="Balance Due"
                                        string="Balance" widget="monetary"
                                        options="{'currency_field': 'currency_id'}"/>
                             </tree>
@@ -81,7 +82,7 @@
                                 <field name="amount_residual_signed"
                                        string="Amount Due" widget="monetary"
                                        options="{'currency_field': 'currency_id'}"/>
-                                <field name="amount_residual" sum="Balance Due"
+                                <field name="amount_residual_signed" sum="Balance Due"
                                        string="Balance" widget="monetary"
                                        options="{'currency_field': 'currency_id'}"/>
                             </tree>