[FIX+IMP] account_reconcile_payment_order: Take into account payment orders "non transferred" + Improvements in README+manifest

account_reconcile_payment_order/README.rst

@@ -1,23 +1,41 @@
 .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
+
+========================
 Reconcile payment orders
 ========================
 
-Payment orders that show up as as one big transaction can be difficult for the accounting to handle if a transfer acount is used. In this case, we need to reconcile this transaction with possibly hunderds of move lines, which can be a bit tiresome. This module tries to recognize transactions deriving from payment orders and propose the unreconciled move lines from this payment order.
+Payment orders that show up as one big transaction can be difficult for the
+accounting to handle if a transfer account is used. In this case, we need to
+reconcile this transaction with possibly hundreds of move lines, which can be a
+bit tiresome. This module tries to recognize transactions deriving from payment
+orders and propose the unreconciled move lines from this payment order.
+
+Installation
+============
+
+This module requires the module **account_banking_payment_transfer**, available
+in https://github.com/OCA/bank-payment.
 
 Usage
 =====
 
-It should just work. What the module does is to search for a payment order in state 'sent' that has the same amount as the statement line, and the same bank account than the statement.
+It should just work. What the module does is to search for a payment order in
+state 'sent' (for orders transferred to an intermediate account) or done (for
+orders non transferred) that has the same amount as the statement line, and the
+same bank account than the statement. If any, all move lines are automatically
+proposed for the reconcile.
 
-For further information, please visit:
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
-
+   :alt: Try me on Runbot
-* https://www.odoo.com/forum/help-1
+   :target: https://runbot.odoo-community.org/runbot/98/8.0
 
 Known issues / Roadmap
 ======================
 
-* it would be good to check references too, but at least the bank in use here changes some characters, so this doesn't seem to be a general solution.
+* it would be good to check references too, but at least the bank in use here
+  changes some characters, so this doesn't seem to be a general solution.
 
 Bug Tracker
 ===========
@@ -34,6 +52,7 @@ Contributors
 ------------
 
 * Holger Brunn <hbrunn@therp.nl>
+* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
 
 Maintainer
 ----------

account_reconcile_payment_order/__openerp__.py

@@ -19,11 +19,13 @@
 ##############################################################################
 {
     "name": "Reconcile payment orders",
-    "version": "1.0",
+    "version": "8.0.1.0.0",
-    "author": "Therp BV,Odoo Community Association (OCA)",
+    "author": "Therp BV,"
+              "Serv. Tecnol. Avanzados - Pedro M. Baeza,"
+              "Odoo Community Association (OCA)",
     "license": "AGPL-3",
     "category": "Accounting & Finance",
-    "summary": "Automatically reconcile all lines from sent payment orders",
+    "summary": "Automatically reconcile all lines from payment orders",
     "depends": [
         'account_banking_payment_transfer',
     ],

account_reconcile_payment_order/models/account_bank_statement_line.py

@@ -35,7 +35,7 @@ class AccountBankStatementLine(models.Model):
                 select order_id, sum(amount_currency) as amount
                 from payment_line
                 join payment_order o on o.id=order_id
-                where o.state = 'sent'
+                where o.state in ('sent', 'done')
                 group by order_id)
             select order_id from order_sums where amount = %s''',
             (Decimal(float_repr(abs(this.amount), digits)),))
@@ -55,9 +55,14 @@ class AccountBankStatementLine(models.Model):
     def get_reconcile_lines_from_order(self, this, orders, excluded_ids=None):
         """return lines to reconcile our statement line with"""
         order = orders[0]
+        if order.state == 'sent':
+            move_lines_list = list(set(order._get_transfer_move_lines()))
+        else:
+            move_lines = order.line_ids.mapped('move_line_id').filtered(
+                lambda x: not x.reconcile_id)
+            move_lines_list = [x for x in move_lines]
         return self.env['account.move.line']\
-            .prepare_move_lines_for_reconciliation_widget(
+            .prepare_move_lines_for_reconciliation_widget(move_lines_list)
-                list(set(order._get_transfer_move_lines())))
 
     @api.model
     def get_reconciliation_proposition(self, this, excluded_ids=None):