Statement Reconcile Status

account_statement_reconcile_status
REPOSITORY
REPOSITORYOCA/account-reconcile
GIT
GIThttps://github.com/OCA/account-reconcile.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/account-reconcile/tree/18.0/account_statement_reconcile_status
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYAccounting
LICENSE
LICENSEAGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSOdoo Community Association (OCA), ForgeFlow
MAINTAINERS
MAINTAINERSOdoo Community Association (OCA), ForgeFlow
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, oca-ci, Joan Sisquella
WEBSITE
WEBSITEhttps://github.com/OCA/account-reconcile
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:30:05
ODOO DEPENDENCIES
ODOO DEPENDENCIES OCA/account-reconcile:
    - account_statement_base
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
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
Adds reconciliation status tracking to bank statements.

In Odoo 18, bank reconciliation is line-oriented — each statement line is
reconciled independently. This module adds an aggregated view so you can tell
at a glance which statements are done and which still need work.

Two fields are added to `account.bank.statement`:

- **Reconciliation Status**: Not Started / In Progress / Fully Reconciled
- **First Fully Reconciled On**: timestamp set once when all lines are first
  reconciled — never cleared, so you can detect if someone later undoes a
  reconciliation

The list view shows a colored badge, and the search view adds filters to
quickly find statements that need attention or that changed after being closed.

Code Analysis

Views touched (4)
XML IDNameModelTypeStatus
view_bank_statement_form account.bank.statement.form.reconcile.status account.bank.statement sheet Inherits account_statement_base.view_bank_statement_form
view_bank_statement_search account.bank.statement.search.reconcile.status account.bank.statement filter Inherits account.view_bank_statement_search
view_bank_statement_tree account.bank.statement.list.reconcile.status account.bank.statement field Inherits account.view_bank_statement_tree
view_bank_statement_tree_decoration account.bank.statement.list.reconcile.decoration account.bank.statement list Inherits account.view_bank_statement_tree
Models touched (1)

New fields (2)
  • date_first_fully_reconciled Datetime
    copy=False readonly=True string='First Fully Reconciled On'
  • reconcile_state Selection
    compute='_compute_reconcile_state' selection=[('not_started', 'Not Started'), ('in_progress', 'In Progress'), ('done', 'Fully Reconciled')] store=True string='Reconciliation Status'
Public methods (0)

No public methods.

STATUS
STATUSOpen migration PR - not merged yet for this version
REPOSITORY
REPOSITORYOCA/account-reconcile
PULL REQUEST
PULL REQUEST[19.0][MIG] account_statement_reconcile_status: Migration to 19.0 (#983)