OCA · OCA-git-bot · Jan 14, 2026 · Nov 1, 2018 · Mar 13, 2019 · Mar 13, 2019
diff --git a/partner_statement/README.rst b/partner_statement/README.rst
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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+=================
+Partner Statement
+=================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:3f96c80976aad7871baf7586ffef1f17d478129576a4dd267aa7994ce67f6116
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-financial-reporting/tree/19.0/partner_statement
+    :alt: OCA/account-financial-reporting
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-financial-reporting-19-0/account-financial-reporting-19-0-partner_statement
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&target_branch=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+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.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+Users willing to access to this report should have proper Accounting &
+Finance rights:
+
+1. Go to *Settings / Users & Companies / Users* and edit your user to
+   add the corresponding access rights as follows.
+2. In *Access Rights / Accounting / Invoicing*, select *Invoicing* or
+   *Administrator*
+
+To configure this module, you need to:
+
+1. Go to *Invoicing / Configuration / Settings*
+2. Under the *Partner Statements* of *Invoicing* option select either or
+   both of OCA Activity or Outstanding Statement
+3. Once selected, you may set default options for the reports.
+4. Click *Save*
+
+Removing the wizard from menus follows the same process.
+
+Usage
+=====
+
+To use this module, you need to:
+
+1. Go to a list of Partners, Contacts, Customer or Vendors and select
+   one or more.
+2. Press 'Action > Partner Activity Statement' or 'Action > Partner
+   Outstanding Statement' respectively.
+3. Indicate if you want to display receivables or payables, and if you
+   want to display aging buckets and the aging type.
+4. Optionally complete advanced options such as filtering non due or
+   negative balance partners.
+
+Known issues / Roadmap
+======================
+
+-  Email template.
+-  Expose reports (using defaults) to billing users while restricting
+   the wizard to managers option.
+-  Concept of statement run - to start an async job to send out all
+   statements.
+
+Changelog
+=========
+
+12.0.1.0.0 (2018-11-08)
+-----------------------
+
+-  [BREAKING] Modules customer_activity_statement and
+   customer_outstanding_statement merged to create partner_statement.
+-  [ADD] New features.
+
+   -  Age by months or days
+   -  Filter negative balances
+
+.. _section-1:
+
+14.0.2.0.0 (2022-12-16)
+-----------------------
+
+-  [ADD] Detailed Activity Statement.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20partner_statement%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* ForgeFlow
+
+Contributors
+------------
+
+-  Miquel Raïch <miquel.raich@forgeflow.com>
+-  Graeme Gellatly <graeme@o4sb.com>
+-  Lois Rilo <lois.rilo@forgeflow.com>
+-  Dhara Solanki <dhara.solanki@initos.com>
+-  Danny Adair <danny@o4sb.com>
+-  Simone Rubino <simone.rubino@pytech.it>
+-  Mohamed Alkobrosli <malkobrosly@kencove.com>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-MiquelRForgeFlow| image:: https://github.com/MiquelRForgeFlow.png?size=40px
+    :target: https://github.com/MiquelRForgeFlow
+    :alt: MiquelRForgeFlow
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-MiquelRForgeFlow| 
+
+This module is part of the `OCA/account-financial-reporting <https://github.com/OCA/account-financial-reporting/tree/19.0/partner_statement>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
diff --git a/partner_statement/__init__.py b/partner_statement/__init__.py
@@ -0,0 +1,4 @@
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+from . import report
+from . import wizard
diff --git a/partner_statement/__manifest__.py b/partner_statement/__manifest__.py
@@ -0,0 +1,31 @@
+# Copyright 2022 ForgeFlow, S.L. (http://www.forgeflow.com)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+{
+    "name": "Partner Statement",
+    "version": "19.0.1.0.0",
+    "category": "Accounting & Finance",
+    "summary": "OCA Financial Reports",
+    "author": "ForgeFlow, Odoo Community Association (OCA)",
+    "maintainers": ["MiquelRForgeFlow"],
+    "website": "https://github.com/OCA/account-financial-reporting",
+    "license": "AGPL-3",
+    "depends": ["account", "report_xlsx", "report_xlsx_helper"],
+    "data": [
+        "security/ir.model.access.csv",
+        "security/statement_security.xml",
+        "views/activity_statement.xml",
+        "views/outstanding_statement.xml",
+        "views/detailed_activity_statement.xml",
+        "views/aging_buckets.xml",
+        "views/res_config_settings.xml",
+        "wizard/statement_wizard.xml",
+    ],
+    "assets": {
+        "web.report_assets_common": [
+            "/partner_statement/static/src/scss/layout_statement.scss",
+        ],
+    },
+    "installable": True,
+    "application": False,
+}