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Account Reconcile Rules
account_reconcile_rule · OCA/account-reconcile
- Repository
- OCA/account-reconcile · module folder · Try on Runboat
- Module version
- 1.0.0
- Category
- Accounting & Finance
- Folder size
- 0.17 MB
- License
- AGPL-3
- Application
- No
- Auto-installable
- No
- Website
- https://github.com/OCA/account-reconcile
- Last tracking update
- 2026-08-07 07:32:00
- Authors
- Camptocamp, Odoo Community Association (OCA)
- Maintainers
- Odoo Community Association (OCA)
- Committers
- Weblate, OCA Transbot, OCA-git-bot, oca-travis, Timon Tschanz
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_reconcile_rule_form |
account.reconcile.rule.form | account.reconcile.rule | form | New |
view_account_reconcile_rule_search |
account.reconcile.rule.search | account.reconcile.rule | search | New |
view_account_reconcile_rule_tree |
account.reconcile.rule.tree | account.reconcile.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' -
currency_idsMany2many → res.currencycomodel_name='res.currency'help="For 'Currencies' rules, you can choose for which currencies the rule will be applicable."string='Currencies' -
nameChar -
reconcile_model_idsMany2many → account.reconcile.modelcomodel_name='account.reconcile.model'string='Reconciliation models' -
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 rules to apply to given statement line and 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.multiCheck 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. -
models_for_reconciliation(self, statement_line_id, move_line_ids)@api.model@api.returns('account.reconcile.model')Find the reconcile models for the for given statement and move lines. Look for the first reconciliation rule to apply and return its reconciliation models. Called from the javascript reconciliation view.
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