Account Constraints

account_constraints · OCA/account-financial-tools

    Repository
    OCA/account-financial-tools · module folder · Try on Runboat
    Module version
    1.1.0
    Category
    Generic Modules/Accounting
    Folder size
    0.18 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    http://www.camptocamp.com
    Last tracking update
    2026-08-07 07:17:46
    Authors
    Camptocamp, Odoo Community Association (OCA)
    Maintainers
    Camptocamp, Odoo Community Association (OCA)
    Committers
    Pedro M. Baeza, Stéphane Bidoul (ACSONE)
    Odoo dependencies
    odoo/odoo:
    - account
    - base_setup
    - base
    - web_kanban
    - web
    - product
    - decimal_precision
    - mail
    - bus
    - web_tour
    - report
    - analytic
    - web_planner
    Python dependencies
    None
    System dependencies
    None
    Required by
    account_default_draft_move
    Description
    Account Constraints
===================

Add constraints in the accounting module of OpenERP to avoid bad usage
by users that lead to corrupted datas. This is based on our experiences
and legal state of the art in other software.

Summary of constraints are:

* Add a constraint on account move: you cannot pickup a date that is not
  in the fiscal year of the concerned period (configurable per journal)

* For manual entries when multicurrency:

  a. Validation on the use of the 'Currency' and 'Currency Amount'
     fields as it is possible to enter one without the other
  b. Validation to prevent a Credit amount with a positive
     'Currency Amount', or a Debit with a negative 'Currency Amount'

* Add a check on entries that user cannot provide a secondary currency
  if the same than the company one.

* Remove the possibility to modify or delete a move line related to an
  invoice or a bank statement, no matter what the status of the move
  (draft, validated or posted). This is useful in a standard context but
  even more if you're using `account_default_draft_move`. This way you ensure
  that the user cannot make mistakes even in draft state, he must pass through
  the parent object to make his modification.

  Contributors
  * Stéphane Bidoul <stephane.bidoul@acsone.eu>

    Code Analysis ⓘ

    Views touched (2)
    XML IDNameModelTypeStatus
    bank_statement_cancel_form_inherit bank.statement.cancel.form.inherit account.bank.statement form Inherits account.view_bank_statement_form
    view_account_journal_allow_date_fy account.journal.allow_date_fy account.journal form Inherits account.view_account_journal_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (6)

    New fields (0)

    No new fields.

    Public methods (2)
    • button_cancel(self)
      @api.multi
      Override the method to add the key 'from_parent_object' in the context. This is to allow to delete move line related to bank statement through the cancel button.
    • button_confirm_bank(self)
      @api.multi
      Add the from_parent_object key in context in order to be able to post the move.

    New fields (2)
    • account_cancel_installed Boolean
      compute='_is_account_cancel_installed' string='Allow Cancelling Entries'
    • state Selection
      default='draft' related='statement_id.state' string='Statement state'
    Public methods (2)
    • cancel(self)
      @api.multi
    • process_reconciliation(self, mv_line_dicts)
      @api.multi
      Add the from_parent_object key in context in order to be able to balanced the move.

    New fields (0)

    No new fields.

    Public methods (2)
    • action_cancel(self)
      @api.multi
      Override the method to add the key 'from_parent_object' in the context. This is to allow to delete move line related to invoice through the cancel button.
    • action_move_create(self)
      @api.multi
      Override the method to add the key 'from_parent_object' in the context.

    New fields (1)
    • allow_date_fy Boolean
      default=True help='If set to True then do not accept the entry if the entry date is not into the fiscal year dates' string='Check Date in Fiscal Year'
    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (2)
    • unlink(self, cr, uid, ids, context=None, check=True)
      @api.cr_uid_ids_context
      Add the following checks: - Is the move related to an invoice - Is the move related to a bank statement - Is other values than reconcile_partial_id and/or reconcile_id modified In that case, we forbid the move to be deleted even if draft. We should never delete directly a move line related or generated by another object. This is mandatory if you use the module setting all moves in draft (module: account_default_draft_move)
    • write(self, cr, uid, ids, vals, context=None, check=True, update_check=True)
      @api.cr_uid_ids_context
      Add the following checks: - Is the move related to an invoice - Is the move related to a bank statement - Is other values than reconcile_partial_id and/or reconcile_id modified In that case, we forbid the move to be modified even if draft. We should never update directly a move line related or generated by another object. This is mandatory if you use the module setting all moves in draft (module: account_default_draft_move)

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