class Situation(Report):
"""
A report consisting of the following tables:
- :class:`Debtors`
- :class:`Creditors`
"""
label = _("Situation")
help_text = _("Overview of the financial situation on a given date.")
required_roles = dd.login_required(AccountingReader)
parameters = mixins.Today()
report_items = (Debtors, Creditors)
class DebtorsCreditors(dd.VirtualTable):
required_roles = dd.login_required(AccountingReader)
auto_fit_column_widths = True
column_names = "age due_date partner partner_id balance vouchers"
display_mode = 'html'
abstract = True
parameters = mixins.Today()
# params_layout = "today"
d_or_c = NotImplementedError
@classmethod
def get_data_rows(self, ar):
rows = []
mi = ar.master_instance
if mi is None: # called directly from main menu
if ar.param_values is None:
return rows
end_date = ar.param_values.today
else: # called from Situation report
end_date = mi.today
get_due_movements = rt.models.ledger.get_due_movements
qs = rt.models.contacts.Partner.objects.order_by('name')
for row in qs:
row._balance = ZERO
row._due_date = None
row._expected = tuple(
get_due_movements(
self.d_or_c, models.Q(partner=row,
value_date__lte=end_date)))
for dm in row._expected:
row._balance += dm.balance
if dm.due_date is not None:
if row._due_date is None or row._due_date > dm.due_date:
row._due_date = dm.due_date
# logger.info("20140105 %s %s", row, dm)
if row._balance > ZERO:
rows.append(row)
def k(a):
return a._due_date
rows.sort(key=k)
return rows
# @dd.displayfield(_("Partner"))
# def partner(self, row, ar):
# return ar.obj2html(row)
@dd.virtualfield(dd.ForeignKey('contacts.Partner'))
def partner(self, row, ar):
return row
@dd.virtualfield(models.IntegerField(_("ID")))
def partner_id(self, row, ar):
return row.pk
@dd.virtualfield(dd.PriceField(_("Balance")))
def balance(self, row, ar):
return row._balance
@dd.virtualfield(models.DateField(_("Due date")))
def due_date(self, row, ar):
return row._due_date
@dd.virtualfield(models.IntegerField(_("Age")))
def age(self, row, ar):
dd = ar.param_values.today - row._due_date
return dd.days
@dd.displayfield(_("Vouchers"))
def vouchers(self, row, ar):
matches = [dm.match for dm in row._expected]
return E.span(', '.join(matches))