Odoo Changelog — 2025-01-23

Thursday, January 23, 2025

2 changes · 18.0

New Features(2)

New functionality added to Odoo

[IMP] spreadsheet_account: Add formula ODOO.RESIDUAL and ODOO.PARTNER.BALANCE

PR #194567

Core18.0spreadsheet_accountMEDIUM

Odoo spreadsheets can now calculate residual account amounts and partner balances directly with new formulas. This helps finance users analyze receivables, payables, and partner activity over selected periods without leaving the spreadsheet.

Original PR description

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…

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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I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr

#spreadsheets#accounting#reporting

[IMP] account_reports: Add Customer Statement Variant

PR #76727

Enterprise18.0account_reportsaccount_followupaccount_saftMEDIUM

A new customer statement report variant is available in accounting, making it easier to review a customer's outstanding balances and account activity. This helps finance teams share clearer account status information with customers and follow up on payments more efficiently.

Original PR description

task-4328333

#customer statements#accounting#reporting#payments

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 --- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr