Reconcile restrict partner mismatch

account_reconcile_restrict_partner_mismatch · OCA/account-reconcile

    Repository
    OCA/account-reconcile · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Finance
    Folder size
    0.08 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
    Camptocamp, Odoo Community Association (OCA)
    Maintainers
    Camptocamp, Odoo Community Association (OCA)
    Committers
    Weblate, OCA-git-bot, oca-ci, Lukas Tran
    Odoo dependencies
    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
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    This module restricts reconciliation between journal items when:

> - both items have different partners
> - one item is with partner and the other without it

This rule applies only for journal items using receivable and payable
account type.

As at the moment of installation some journal items could have been
reconciled using different partners, you can detect them in menu
Accounting \> Adviser \> Reconciled items with partner mismatch.

This restriction can be enabled per company but can also be deactivated
per journal.

    Code Analysis ⓘ

    Views touched (4)
    XML IDNameModelTypeStatus
    account_reconcile_partner_mismatch_report_view_form account.reconcile.partner.mismatch.report.form account.reconcile.partner.mismatch.report form New
    res_config_settings_view_form res.config.settings.view.form res.config.settings form Inherits account.res_config_settings_view_form
    view_account_journal_form account.journal form Inherits account.view_account_journal_form
    view_account_move_reconciled_report_tree Reconciled items with partner mismatch account.reconcile.partner.mismatch.report list New
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (5)

    New fields (1)
    • no_restrict_partner_mismatch_on_reconcile Boolean
      help="Check this if you don't want to restrict partner mismatch (several differents) on reconcile."
    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.

    New fields (10)
    • account_id Many2one → account.account
      string='Account' args: 'account.account'
    • account_type Selection
      selection=[('asset_receivable', 'Receivable'), ('liability_payable', 'Payable')]
    • credit_amount Float
      args: 'Credit amount'
    • credit_move_id Many2one → account.move.line
      string='Credit move' args: 'account.move.line'
    • credit_partner_id Many2one → res.partner
      string='Credit partner' args: 'res.partner'
    • debit_amount Float
      args: 'Debit amount'
    • debit_move_id Many2one → account.move.line
      string='Debit move' args: 'account.move.line'
    • debit_partner_id Many2one → res.partner
      string='Debit partner' args: 'res.partner'
    • full_reconcile_id Many2one → account.full.reconcile
      args: 'account.full.reconcile'
    • partial_reconcile_id Many2one → account.partial.reconcile
      string='Partial Reconcile' args: 'account.partial.reconcile'
    Public methods (1)
    • init(self)
      Select lines which violate defined rules

    New fields (1)
    • restrict_partner_mismatch_on_reconcile Boolean
      help='Check this if you want to avoid partner mismatch (several different partners) on reconciliation.'
    Public methods (0)

    No public methods.

    New fields (1)
    • restrict_partner_mismatch_on_reconcile Boolean
      readonly=False related='company_id.restrict_partner_mismatch_on_reconcile'
    Public methods (0)

    No public methods.

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