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Bank Statement Operation Rules
account_operation_rule · OCA/account-reconcile
- Repository
- OCA/account-reconcile · module folder · Try on Runboat
- Module version
- 1.0.0
- Category
- Accounting & Finance
- Folder size
- 0.13 MB
- License
- AGPL-3
- Application
- No
- Auto-installable
- No
- Website
- http://www.camptocamp.com
- Last tracking update
- 2026-08-07 07:17:51
- Authors
- Camptocamp, Odoo Community Association (OCA)
- Maintainers
- Odoo Community Association (OCA)
- Committers
- Pedro M. Baeza, Stéphane Bidoul (ACSONE)
Code Analysis ⓘ
Views touched (5)
| XML ID | Name | Model | Type | Status |
|---|---|---|---|---|
account_journal_dashboard_kanban_view |
account.journal.dashboard.kanban.inherit | account.journal | kanban | Inherits account.account_journal_dashboard_kanban_view |
assets_backend |
account assets | ir.ui.view | qweb | Inherits account.assets_backend |
view_account_operation_rule_form |
account.operation.rule.form | account.operation.rule | form | New |
view_account_operation_rule_search |
account.operation.rule.search | account.operation.rule | search | New |
view_account_operation_rule_tree |
account.operation.rule.tree | account.operation.rule | tree | New |
HTTP endpoints (0)
No HTTP endpoints found for this module.
Models touched (3)
New fields (0)
No new fields.
Public methods (1)-
currency_for_rules(self)@api.multi
New fields (0)
No new fields.
Public methods (1)-
open_reconciliation_rules(self)@api.multi
New fields (7)
-
amount_maxFloatdigits=dp.get_precision('Account')string='Max. Amount' -
amount_minFloatdigits=dp.get_precision('Account')string='Min. Amount' -
currenciesMany2many → res.currencycomodel_name='res.currency'help="For 'Currencies' rules, you can choose for which currencies the rule will be applicable."string='Currencies' -
nameChar -
operationsMany2many → account.operation.templatecomodel_name='account.operation.template' -
rule_typeSelectiondefault='rounding'required=Trueselection=[('rounding', 'Roundings'), ('currency', 'Currencies')]string='Type' -
sequenceIntegerdefault=20help='If several rules match, the first one is used.'
-
find_first_rule(self, statement_line, move_lines)@api.modelFind the rules that apply to a statement line and a selection of move lines. :param statement_line: the line to reconcile :param move_lines: the selected move lines for reconciliation -
is_valid(self, statement_line, move_lines, balance)@api.multiReturns True if a rule applies to a group of statement_line + move lines. This is the public method where the rule is evaluated whatever its type is. When a rule returns True, it means that it is a candidate for the current reconciliation. The rule with the lowest number in the ``sequence`` field is chosen. :param statement_line: the line to reconcile :param move_lines: the selected move lines for reconciliation :param balance: the balance between the statement_line and the move_lines. It could be computed here but it is computed before to avoid to compute it for each rule when called on multiple rules. -
operations_for_reconciliation(self, statement_line_id, move_line_ids)@api.model@api.returns('account.operation.template')Find the rule for the current reconciliation and returns the ``account.operation.template`` of the found rule. Called from the javascript reconciliation view.
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