admin.suherdy/bank_statement_reconciliation
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feat: Update module to Odoo 19, migrating tree views to list views, and refining bank statement reconciliation filters and search view grouping.

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This commit is contained in:
Suherdy Yacob 2026-01-20 15:28:44 +07:00
parent d75a96007e
commit 7917d4fc06
4 changed files with 180 additions and 167 deletions
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15
.gitignore vendored Normal file
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@ -0,0 +1,15 @@
# Python
__pycache__/
*.py[cod]
*$py.class
# OS
.DS_Store
Thumbs.db
# Editor
.vscode/
.idea/
# Odoo
*.pot

4
__manifest__.py
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@ -1,6 +1,6 @@
{
'name': 'Bank Statement Reconciliation',
'version': '17.0.1.0.0',
'version': '19.0.1.0.0',
'category': 'Accounting',
'summary': 'Reconcile bank statement lines with journal entries',
'description': """
@ -26,7 +26,7 @@
'wizards/bank_reconcile_wizard_views.xml',
'views/menu.xml',
],
# Tree view includes sum="Total Amount" footer for displaying totals
# List view includes sum="Total Amount" footer for displaying totals
'installable': True,
'auto_install': False,
}

4
models/bank_statement_selector.py
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@ -16,13 +16,13 @@ class BankStatementSelector(models.TransientModel):
'type': 'ir.actions.act_window',
'name': 'Bank Statement Lines',
'res_model': 'account.bank.statement.line',
'view_mode': 'tree,form',
'view_mode': 'list,form',
'domain': [('journal_id', '=', self.journal_id.id)],
'context': {
'search_default_journal_id': self.journal_id.id,
},
'views': [
(self.env.ref('bank_statement_reconciliation.view_account_bank_statement_line_tree').id, 'tree'),
(self.env.ref('bank_statement_reconciliation.view_account_bank_statement_line_tree').id, 'list'),
(self.env.ref('bank_statement_reconciliation.view_account_bank_statement_line_form').id, 'form')
]
}

14
views/bank_statement_line_views.xml
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@ -4,8 +4,8 @@
<record id="action_bank_statement_lines" model="ir.actions.act_window">
<field name="name">Bank Statement Lines</field>
<field name="res_model">account.bank.statement.line</field>
<field name="view_mode">tree,form</field>
<field name="context">{'tree_view_ref': 'bank_statement_reconciliation.view_account_bank_statement_line_tree'}</field>
<field name="view_mode">list,form</field>
<field name="context">{'list_view_ref': 'bank_statement_reconciliation.view_account_bank_statement_line_tree'}</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
Select a bank journal to view its statement lines
@ -33,12 +33,12 @@
</field>
</record>
<!-- Tree view for bank statement lines -->
<!-- List view for bank statement lines -->
<record id="view_account_bank_statement_line_tree" model="ir.ui.view">
<field name="name">account.bank.statement.line.tree</field>
<field name="model">account.bank.statement.line</field>
<field name="arch" type="xml">
<tree string="Bank Statement Lines" create="0" delete="0" decoration-danger="amount &lt; 0" decoration-muted="move_id and 'Reconciliation:' in move_id.name" multi_edit="1">
<list string="Bank Statement Lines" create="0" delete="0" decoration-danger="amount &lt; 0" decoration-muted="move_id and 'Reconciliation:' in move_id.name" multi_edit="1">
<field name="company_id" column_invisible="True"/>
<field name="currency_id" column_invisible="True"/>
<field name="suitable_journal_ids" column_invisible="True"/>
@ -49,7 +49,7 @@
<field name="journal_id"/>
<field name="statement_id"/>
<field name="move_id"/>
</tree>
</list>
</field>
</record>
@ -97,12 +97,10 @@
<field name="date"/>
<filter name="positive_amount" string="Income" domain="[('amount', '&gt;', 0)]"/>
<filter name="negative_amount" string="Expense" domain="[('amount', '&lt;', 0)]"/>
<filter name="hide_reconciled" string="Hide Reconciled" domain="[('move_id', 'not ilike', '%Reconciliation:%')]" help="Hide lines that have been reconciled"/>
<filter name="hide_reconciled" string="Hide Reconciled" domain="[('is_reconciled', '=', False)]" help="Hide lines that have been reconciled"/>
<filter name="show_all" string="Show All" domain="[]" help="Show all lines including reconciled"/>
<group expand="0" string="Group By">
<filter name="group_by_journal" string="Journal" context="{'group_by': 'journal_id'}"/>
<filter name="group_by_date" string="Date" context="{'group_by': 'date'}"/>
</group>
</search>
</field>
</record>