Account Reconcile OCA - Add default filters

account_reconcile_oca_add_default_filters · OCA/account-reconcile

    Repository
    OCA/account-reconcile · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Accounting
    Folder size
    0.03 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/account-reconcile
    Last tracking update
    2026-08-07 08:43:01
    Authors
    Akretion, Odoo Community Association (OCA)
    Maintainers
    Akretion, Odoo Community Association (OCA)
    Committers
    Alexis de Lattre, Weblate, OCA-git-bot, oca-ci
    Odoo dependencies
    OCA/account-reconcile:
    - account_reconcile_oca
    - account_statement_base
    - account_reconcile_model_oca
    OCA/server-tools:
    - base_view_inheritance_extension
    odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    - base_sparse_field
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    With this module, the *Reconcile* tab of the OCA bank statement
reconcile interface has a new behavior: when the bank statement line has
a partner, the *Reconcile* tab has 2 filters by default:

1.  filter on the Partner (native)
2.  filter **Payable or Receivable or Outstanding Payments/Receipts**
    (added)

That way, when the bank statement line has a partner and your VAT
accounts are reconciliable, you will not see the VAT lines by default in
the *Reconcile* tab, but only:

- the receivable accounts,
- the payable accounts,
- the journal items linked to a payment that have an account with type *Current Asset*.

When there is no partner on the bank statement line, the behavior is
unchanged: there are no filters by default.

    Code Analysis ⓘ

    Views touched (2)
    XML IDNameModelTypeStatus
    account_move_line_search_reconcile_view account.move.line search Inherits account_reconcile_oca.account_move_line_search_reconcile_view
    bank_statement_line_form_reconcile_view account.bank.statement.line form Inherits account_reconcile_oca.bank_statement_line_form_reconcile_view
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (0)

    No models found for this module.

    Loading…

    Status
    Open migration PR — not merged yet for this version
    CI status
    green — ready to merge
    Open since
    125 days ago
    Last activity
    15 days ago
    Repository
    OCA/account-reconcile
    Pull request
    [19.0][MIG] account_reconcile_oca_add_default_filters: Migration to 19.0 (#985)