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)
Odoo dependencies
Python dependencies
None
System dependencies
None
Required by
None
Description

Code Analysis

Views touched (5)
XML IDNameModelTypeStatus
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_max Float
    digits=dp.get_precision('Account') string='Max. Amount'
  • amount_min Float
    digits=dp.get_precision('Account') string='Min. Amount'
  • currencies Many2many → res.currency
    comodel_name='res.currency' help="For 'Currencies' rules, you can choose for which currencies the rule will be applicable." string='Currencies'
  • name Char
  • operations Many2many → account.operation.template
    comodel_name='account.operation.template'
  • rule_type Selection
    default='rounding' required=True selection=[('rounding', 'Roundings'), ('currency', 'Currencies')] string='Type'
  • sequence Integer
    default=20 help='If several rules match, the first one is used.'
Public methods (3)
  • find_first_rule(self, statement_line, move_lines)
    @api.model
    Find 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.multi
    Returns 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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