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.gitignore
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# Python
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__pycache__/
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*.py[cod]
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*$py.class
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# OS
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.DS_Store
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Thumbs.db
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# IDEs
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.idea/
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.vscode/
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# Build
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build/
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dist/
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*.egg-info/
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README.md
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README.md
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# Account Bank Rec Date Filter
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This Odoo 17 module modifies the bank reconciliation widget so that the "Match Existing Entries" tab only shows journal items on or before the bank statement line's date. This prevents showing future journal items when matching bank statement lines.
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## Features
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- Overrides `_get_default_amls_matching_domain` in `account.bank.statement.line`.
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- Applies a `'date', '<=', statement_line.date` domain filter to counterpart journal items.
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## Author
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Suherdy Yacob
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__init__.py
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__init__.py
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from . import models
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__manifest__.py
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__manifest__.py
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{
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'name': 'Account Bank Rec Date Filter',
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'version': '17.0.1.0.0',
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'category': 'Accounting/Localizations',
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'summary': 'Filter bank reconciliation counterpart journal items by statement date',
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'description': """
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This module modifies the bank reconciliation widget so that the "Match Existing Entries"
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tab only shows journal items up to the bank statement line's date.
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""",
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'author': 'Suherdy Yacob',
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'website': '',
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'depends': ['account', 'account_accountant'],
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'data': [
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],
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'installable': True,
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'application': False,
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'auto_install': False,
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'license': 'LGPL-3',
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}
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models/__init__.py
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models/__init__.py
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from . import account_bank_statement_line
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models/account_bank_statement_line.py
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models/account_bank_statement_line.py
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from odoo import models, fields
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class AccountBankStatementLine(models.Model):
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_inherit = 'account.bank.statement.line'
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def _get_default_amls_matching_domain(self):
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domain = super()._get_default_amls_matching_domain()
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if self.date:
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domain.append(('date', '<=', fields.Date.to_string(self.date)))
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return domain
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