feat: Display the statement line reference in the bank reconciliation kanban view and update manifest version.
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@ -1,7 +1,7 @@
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# -*- coding: utf-8 -*-
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{
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'name': 'Account Reconciliation Reference',
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'version': '17.0.1.0.2',
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'version': '19.0.1.0.2',
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'category': 'Accounting/Accounting',
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'summary': 'Show Reference on reconciliation kanban/list and add to search',
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'description': """
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@ -23,6 +23,7 @@ Show Reference on reconciliation UI
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'assets': {
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'web.assets_backend': [
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'account_reconcile_reference/static/src/xml/bank_rec_form_inherit.xml',
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'account_reconcile_reference/static/src/xml/bank_rec_kanban_inherit.xml',
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],
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},
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'installable': True,
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# -*- coding: utf-8 -*-
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from . import bank_rec_widget
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# -*- coding: utf-8 -*-
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from odoo import models
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class BankRecWidget(models.Model):
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_inherit = "bank.rec.widget"
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def _line_value_changed_ref(self, line):
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"""
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Persist the typed Reference as both:
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- Journal Entry Reference (move.ref) so it shows on journal items
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- Statement Line Reference (st_line.ref) so it remains visible after validation
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Works for liquidity and non-liquidity lines in Manual Operations.
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"""
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self.ensure_one()
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ref_val = line.ref or False
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# Persist to the move (journal entry)
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self.st_line_id.move_id.ref = ref_val
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# Persist to the statement line so the OWL form keeps showing it after validation
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# (bank_rec_form.xml shows Reference for liquidity based on line.data.ref which maps to st_line.ref)
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self.st_line_id.ref = ref_val
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# Reload liquidity line and the record to reflect the updated reference
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self._action_reload_liquidity_line()
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self.return_todo_command = {"reset_record": True, "reset_global_info": True}
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def _action_validate(self):
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"""
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Ensure the typed Reference is flushed to the target move before reconciliation creates/replaces lines.
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This covers the case when the user clicks Validate immediately after typing in Manual Operations.
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"""
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self.ensure_one()
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line = self._lines_get_line_in_edit_form()
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if line and getattr(line, "ref", False):
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ref_val = line.ref
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self.st_line_id.move_id.ref = ref_val
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self.st_line_id.ref = ref_val
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return super()._action_validate()
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10
static/src/xml/bank_rec_kanban_inherit.xml
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10
static/src/xml/bank_rec_kanban_inherit.xml
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<?xml version="1.0" encoding="utf-8"?>
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<templates xml:space="preserve">
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<t t-name="account_reconcile_reference.BankRecStatementLine" t-inherit="account_accountant.BankRecStatementLine" t-inherit-mode="extension">
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<xpath expr="//div[contains(@class, 'o_payment_ref') and contains(@class, 'd-md-block')]//span[contains(@class, 'd-inline')]" position="after">
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<div t-if="recordData.ref" class="text-muted text-truncate small">
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<span t-esc="recordData.ref"/>
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</div>
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</xpath>
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</t>
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</templates>
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@ -6,7 +6,7 @@
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<field name="model">account.move.line</field>
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<field name="inherit_id" ref="account_accountant.view_move_line_reconcile_tree"/>
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<field name="arch" type="xml">
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<xpath expr="//tree//field[@name='ref']" position="attributes">
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<xpath expr="//list//field[@name='ref']" position="attributes">
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<attribute name="optional">show</attribute>
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<attribute name="readonly">0</attribute>
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</xpath>
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@ -1,16 +1,14 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data>
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<!-- Kanban: show ref on bank rec widget cards -->
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<!-- Kanban: fetch ref field so it's available in OWL -->
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<record id="view_bank_statement_line_kanban_inherit_ref" model="ir.ui.view">
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<field name="name">account.bank.statement.line.kanban.inherit.ref</field>
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<field name="model">account.bank.statement.line</field>
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<field name="inherit_id" ref="account_accountant.view_bank_statement_line_kanban_bank_rec_widget"/>
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<field name="arch" type="xml">
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<xpath expr="//templates/t[@t-name='kanban-box']//div[@id='row2_col1']" position="after">
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<div id="row2_ref" class="text-truncate text-muted">
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<field name="ref"/>
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</div>
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<xpath expr="//field[@name='payment_ref']" position="after">
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<field name="ref"/>
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</xpath>
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</field>
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</record>
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@ -21,7 +19,7 @@
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<field name="model">account.bank.statement.line</field>
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<field name="inherit_id" ref="account_accountant.view_bank_statement_line_tree_bank_rec_widget"/>
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<field name="arch" type="xml">
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<xpath expr="//tree//field[@name='ref']" position="attributes">
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<xpath expr="//list//field[@name='ref']" position="attributes">
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<attribute name="optional">show</attribute>
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</xpath>
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</field>
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