changes

fusion_accounting/services/tools/accounts_receivable.py

@@ -65,27 +65,56 @@ def get_overdue_invoices(env, params):
 
 
 def get_partner_balance(env, params):
-    partner_id = int(params['partner_id'])
-    partner = env['res.partner'].browse(partner_id)
-    if not partner.exists():
-        return {'error': 'Partner not found'}
-    amls = env['account.move.line'].search([
-        ('partner_id', '=', partner_id),
+    """Get AR and AP balance for a partner. Accepts partner_id or partner_name."""
+    partner = None
+    if params.get('partner_id'):
+        partner = env['res.partner'].browse(int(params['partner_id']))
+    elif params.get('partner_name'):
+        partner = env['res.partner'].search([
+            ('name', 'ilike', params['partner_name']),
+        ], limit=1)
+    if not partner or not partner.exists():
+        return {'error': f"Partner not found: {params.get('partner_name', params.get('partner_id', '?'))}"}
+
+    # AR balance (receivable)
+    ar_amls = env['account.move.line'].search([
+        ('partner_id', '=', partner.id),
         ('account_id.account_type', '=', 'asset_receivable'),
         ('parent_state', '=', 'posted'),
         ('reconciled', '=', False),
         ('company_id', '=', env.company.id),
     ])
+    ar_balance = sum(aml.amount_residual for aml in ar_amls)
+
+    # AP balance (payable)
+    ap_amls = env['account.move.line'].search([
+        ('partner_id', '=', partner.id),
+        ('account_id.account_type', '=', 'liability_payable'),
+        ('parent_state', '=', 'posted'),
+        ('reconciled', '=', False),
+        ('company_id', '=', env.company.id),
+    ])
+    ap_balance = sum(aml.amount_residual for aml in ap_amls)
+
+    open_items = [{
+        'id': aml.id,
+        'move_name': aml.move_id.name,
+        'ref': aml.ref or '',
+        'date': str(aml.date),
+        'amount_residual': aml.amount_residual,
+        'type': 'receivable' if aml.account_id.account_type == 'asset_receivable' else 'payable',
+        'date_maturity': str(aml.date_maturity) if aml.date_maturity else '',
+    } for aml in (ar_amls | ap_amls)[:30]]
+
     return {
         'partner': partner.name,
-        'balance': sum(aml.amount_residual for aml in amls),
-        'open_items': [{
-            'id': aml.id,
-            'ref': aml.ref or aml.move_id.name,
-            'date': str(aml.date),
-            'amount_residual': aml.amount_residual,
-            'date_maturity': str(aml.date_maturity) if aml.date_maturity else '',
-        } for aml in amls],
+        'partner_id': partner.id,
+        'ar_balance': ar_balance,
+        'ap_balance': ap_balance,
+        'net_balance': ar_balance + ap_balance,
+        'they_owe_us': ar_balance if ar_balance > 0 else 0,
+        'we_owe_them': abs(ap_balance) if ap_balance < 0 else 0,
+        'open_items': open_items,
     }