Ledger Smart Menu

v 19.0 Third Party 34

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Discuss (mail)
Lines of code	306
Technical Name	`partner_ledger_smart_menu`
License	LGPL-3
Website	http://www.linkedin.com/in/irshadkt

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Discuss (mail)
Lines of code	306
Technical Name	`partner_ledger_smart_menu`
License	LGPL-3
Website	http://www.linkedin.com/in/irshadkt

📘

Partner Ledger Wizard

A fast, user-friendly way to view and print partner-wise ledger reports in Odoo

Module Overview

The Partner Ledger Wizard module adds a fast, user-friendly way to view and print partner-wise ledger reports in Odoo. It lets you instantly analyze receivable/payable balances, opening balances, and all financial movements for a specific customer or vendor — right from the Partner form.

This module is designed for accounting teams and developers who want better visibility and customization of partner-level transactions.

Key Features

🧮

Ledger Balance on Partner Form

Computed real-time from posted move lines

✨

Ledger Button

Opens a wizard for report generation

📅

Dynamic Date Range Filtering

Flexible date selection for customized reports

🧠

Smart Transaction Detection

Automatically identifies opening balances and classifies transactions

🖨️

Printable QWeb Report

Generate HTML/PDF reports with clean table layout

📊

Clean Table Layout

Includes totals and running balance for easy analysis

Technical Details

🗃️ Model: res.partner

Adds a computed monetary field ledger_balance
Adds a stat button to open the ledger wizard
Quick access to ledger via Partner form view

⚙️ Model: partner.ledger.wizard

Handles date input and partner selection
Calculates opening balance before start date
Fetches and classifies all partner transactions
Provides structured data to QWeb report

📝 XML Views

Button added inside Partner form's button box
QWeb report with styled table and totals row
Report action defined for PDF/HTML generation

User Flow

Navigate to Contacts → Select a Partner

Click the Ledger stat button (📘 icon)

Choose Start Date and End Date

View or Print the Partner Ledger Report

Module Views

Form View

Kanban View

Ledger View

Ledger Wizard View

List View

Contact Us

Have questions or need support with the Partner Ledger Wizard module?

✉️ contact.ktcs@gmail.com

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Error

ahmed

on 10/28/25, 6:10 AM

Exception: Module loading partner_ledger_smart_menu failed: file partner_ledger_smart_menu/security/ir.model.access.csv could not be processed:
No matching record found for external id 'partner_ledger' in field 'Model'
Missing required value for the field 'Model' (model_id).
Model: 'Model Access' (ir.model.access)
- create/update: a mandatory field is not set
- delete: another model requires the record being deleted, you can archive it instead

ahmed

on 10/28/25, 6:09 AM

Exception: Module loading partner_ledger_smart_menu failed: file partner_ledger_smart_menu/security/ir.model.access.csv could not be processed:
No matching record found for external id 'partner_ledger' in field 'Model'
Missing required value for the field 'Model' (model_id).
Model: 'Model Access' (ir.model.access)
- create/update: a mandatory field is not set
- delete: another model requires the record being deleted, you can archive it instead

Re:

Irshad K T

on 10/28/25, 8:35 AM Author

updated the root name ?

partner_ledger --> other ...