Account Move Template (account_move_template)

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Repository: OCA/account-financial-tools · module folder · Try on Runboat
Module version: 1.0.0
Category: Accounting/Accounting
Folder size: 1.58 MB
License: AGPL-3
Application: No
Auto-installable: No
Website: https://github.com/OCA/account-financial-tools
Last tracking update: 2026-08-07 09:06:24
Authors: Akretion, Vauxoo, Odoo Community Association (OCA), Agile Business Group, Aurium Technologies, ForgeFlow
Maintainers: Akretion, Vauxoo, Odoo Community Association (OCA), Agile Business Group, Aurium Technologies, ForgeFlow
Committers: Weblate, OCA-git-bot, oca-ci, Bhavesh Heliconia

Odoo dependencies

odoo/odoo:

- account

- base_setup

- base

- web

- onboarding

- product

- mail

- bus

- uom

- portal

- digest

Python dependencies

None

System dependencies

None

Required by

None

Description

The user can configure journal entries templates, useful for recurring
entries. The amount of each template line can be computed (through
python code) or kept as user input.

If user input, when using the template, user has to fill the amount of
every input lines.

The journal entry form allows lo load, through a wizard, the template to
use and the amounts to fill.

**Notable features:**

This module enhance the capability of module account_move_template with
following features,

1.  Optional account for negative amount.

    > When the Journal entry is created, and credit/debit is negative
    > value, change debit/credit side and use the opt_account_id

2.  Allow overwrite move line values with overwrite dict.

    > Normally, the journal items created by the template will require
    > user input on wizard. This feature allow passing the overwrite
    > values with a dictionary. This is particularly useful when the
    > wizard is called by code.
    >
    > Sample of dictionary to overwrite move lines:
    >
    >     {'L1': {'partner_id': 1, 'amount': 100, 'name': 'some label'},
    >      'L2': {'partner_id': 2, 'amount': 200, 'name': 'some label 2'}, }

Code Analysis ⓘ

Views touched (6)

XML ID	Name	Model	Type	Status
`account_move_template_form`	account.move.template.form	account.move.template	form	New
`account_move_template_line_form`	account.move.template.line.form	account.move.template.line	form	New
`account_move_template_line_tree`	account.move.template.line.list	account.move.template.line	list	New
`account_move_template_run_form`		account.move.template.run	form	New
`account_move_template_search`	account.move.template.search	account.move.template	search	New
`account_move_template_tree`	account.move.template.list	account.move.template	list	New

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (4)

New fields (6)

active Boolean
default=True
company_id Many2one → res.company
default=<expr> ondelete='cascade' required=True string='Company' args: 'res.company'
journal_id Many2one → account.journal
check_company=True domain="[('company_id', '=', company_id)]" required=True string='Journal' args: 'account.journal'
line_ids One2many → account.move.template.line
inverse_name='template_id' string='Lines' args: 'account.move.template.line'
name Char
required=True
ref Char
copy=False string='Reference'

Public methods (4)

compute_lines(self, sequence2amount)
copy(self, default=None)
eval_computed_line(self, line, sequence2amount)
generate_journal_entry(self)
Called by the button on the form view

New fields (17)

account_id Many2one → account.account
check_company=True domain="[('company_ids', 'in', company_id), ('active', '=', True)]" required=True string='Account' args: 'account.account'
company_currency_id Many2one
related='template_id.company_id.currency_id' store=True string='Company Currency'
company_id Many2one
related='template_id.company_id' store=True
is_refund Boolean
default=False string='Is a refund?'
move_line_type Selection
required=True string='Direction' args: [('cr', 'Credit'), ('dr', 'Debit')]
name Char
string='Label'
note Char
opt_account_id Many2one → account.account
check_company=True domain="[('company_ids', 'in', company_id), ('active', '=', True)]" help='When amount is negative, use this account instead' string='Account if Negative' args: 'account.account'
partner_id Many2one → res.partner
domain=['|', ('parent_id', '=', False), ('is_company', '=', True)] string='Partner' args: 'res.partner'
payment_term_id Many2one → account.payment.term
check_company=True help='Used to compute the due date of the journal item.' string='Payment Terms' args: 'account.payment.term'
python_code Text
string='Formula'
sequence Integer
required=True
tax_ids Many2many → account.tax
check_company=True string='Taxes' args: 'account.tax'
tax_line_id Many2one → account.tax
check_company=True ondelete='restrict' string='Originator Tax' args: 'account.tax'
tax_repartition_line_id Many2one → account.tax.repartition.line
compute='_compute_tax_repartition_line_id' store=True string='Tax Repartition Line' args: 'account.tax.repartition.line'
template_id Many2one → account.move.template
ondelete='cascade' string='Move Template' args: 'account.move.template'
type Selection
default='input' required=True args: [('input', 'User input'), ('computed', 'Computed')]

Public methods (0)

No public methods.

New fields (15)

account_id Many2one → account.account
readonly=True required=True args: 'account.account'
amount Monetary
currency_field='company_currency_id' required=True
company_currency_id Many2one
related='wizard_id.company_id.currency_id' string='Company Currency'
company_id Many2one
related='wizard_id.company_id'
is_refund Boolean
readonly=True string='Is a refund?'
move_line_type Selection
readonly=True required=True string='Direction' args: [('cr', 'Credit'), ('dr', 'Debit')]
name Char
readonly=True
note Char
readonly=True
partner_id Many2one → res.partner
readonly=True string='Partner' args: 'res.partner'
payment_term_id Many2one → account.payment.term
readonly=True string='Payment Terms' args: 'account.payment.term'
sequence Integer
required=True
tax_ids Many2many → account.tax
readonly=True string='Taxes' args: 'account.tax'
tax_line_id Many2one → account.tax
ondelete='restrict' readonly=True string='Originator Tax' args: 'account.tax'
tax_repartition_line_id Many2one → account.tax.repartition.line
readonly=True string='Tax Repartition Line' args: 'account.tax.repartition.line'
wizard_id Many2one → account.move.template.run
ondelete='cascade' args: 'account.move.template.run'

Public methods (0)

No public methods.

New fields (9)

company_id Many2one → res.company
default=<expr> readonly=True required=True args: 'res.company'
date Date
default=fields.Date.context_today required=True
journal_id Many2one → account.journal
readonly=True string='Journal' args: 'account.journal'
line_ids One2many → account.move.template.line.run
string='Lines' args: 'account.move.template.line.run', 'wizard_id'
overwrite Text
help="\nValid dictionary to overwrite template lines:\n{'L1': {'partner_id': 1, 'amount': 100, 'name': 'some label'},\n 'L2': {'partner_id': 2, 'amount': 200, 'name': 'some label 2'}, }\n "
partner_id Many2one → res.partner
domain=['|', ('parent_id', '=', False), ('is_company', '=', True)] args: 'res.partner', 'Override Partner'
ref Char
string='Reference'
state Selection
default='select_template' readonly=True args: [('select_template', 'Select Template'), ('set_lines', 'Set Lines')]
template_id Many2one → account.move.template
check_company=True domain="[('company_id', '=', company_id)]" required=True args: 'account.move.template'

Public methods (2)

generate_move(self)
load_lines(self)

Loading…

Code Analysis ⓘ

Views touched (6)

HTTP endpoints (0)

Models touched (4)

account.move.template New model Model 6 fields 4 methods AccountMoveTemplate · Journal Entry Template

account.move.template.line New model Model 17 fields 0 methods AccountMoveTemplateLine · inherits analytic.mixin · Journal Item Template

account.move.template.line.run New model TransientModel 15 fields 0 methods AccountMoveTemplateLineRun · inherits analytic.mixin · Wizard Lines to generate move from template

account.move.template.run New model TransientModel 9 fields 2 methods AccountMoveTemplateRun · Wizard to generate move from template