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=========================
Account Partner Reconcile
=========================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:46ced13a239a0f5f479e0eb1e7e81e02831abda167983e2997e3b58daca655bd
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github
:target: https://github.com/OCA/account-reconcile/tree/17.0/account_partner_reconcile
:alt: OCA/account-reconcile
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/account-reconcile-17-0/account-reconcile-17-0-account_partner_reconcile
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/account-reconcile&target_branch=17.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module adds the buttons "Match Receivables" (& "Match Payables") in
the customer (& suppliers) form view to allow to start the matching of
invoices & payments for that partner.
**Table of contents**
.. contents::
:local:
Configuration
=============
The button is visible only to users that belong to the accounting groups
"Accountant" or "Adviser".
Usage
=====
1. Enable 'Show Full Accounting Features'
2. Create a new Customer Invoice and Payment
3. Go to the Customer/Supplier view form and click on Match payments
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-reconcile/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/account-reconcile/issues/new?body=module:%20account_partner_reconcile%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* ForgeFlow
Contributors
------------
- Jordi Ballester <jordi.ballester@forgeflow.com>
- Jaume Planas <jaume.planas@minorisa.net>
- Ahmet Yiğit Budak <yigit@altinkaya.com>
Maintainers
-----------
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
This module is part of the `OCA/account-reconcile <https://github.com/OCA/account-reconcile/tree/17.0/account_partner_reconcile>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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from . import models

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# Copyright 2017-20 ForgeFlow S.L. (http://www.forgeflow.com)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
{
"name": "Account Partner Reconcile",
"version": "17.0.1.0.0",
"category": "Accounting",
"author": "ForgeFlow, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/account-reconcile",
"license": "AGPL-3",
"depends": ["account_reconcile_oca"],
"data": ["views/res_partner_view.xml"],
"installable": True,
}

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_partner_reconcile
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: account_partner_reconcile
#: model:ir.model,name:account_partner_reconcile.model_res_partner
msgid "Contact"
msgstr ""
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Payables"
msgstr ""
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Receivables"
msgstr ""

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_partner_reconcile
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 15.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2024-05-31 12:36+0000\n"
"Last-Translator: Hans Henrik Gabelgaard <hhg@gabelgaard.org>\n"
"Language-Team: none\n"
"Language: da\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"
#. module: account_partner_reconcile
#: model:ir.model,name:account_partner_reconcile.model_res_partner
msgid "Contact"
msgstr "Kontakt"
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Payables"
msgstr "Udlign udbetalinger"
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Receivables"
msgstr "Udlign indbetalinger"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_partner_reconcile
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2020-01-01 21:13+0000\n"
"Last-Translator: Daniel Luque <danielluque14@gmail.com>\n"
"Language-Team: none\n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 3.10\n"
#. module: account_partner_reconcile
#: model:ir.model,name:account_partner_reconcile.model_res_partner
msgid "Contact"
msgstr "Contacto"
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Payables"
msgstr "Conciliar Pagos"
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Receivables"
msgstr "Conciliar Cobros"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_partner_reconcile
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 14.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2021-11-15 01:36+0000\n"
"Last-Translator: Ignacio Buioli <ibuioli@gmail.com>\n"
"Language-Team: none\n"
"Language: es_AR\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.3.2\n"
#. module: account_partner_reconcile
#: model:ir.model,name:account_partner_reconcile.model_res_partner
msgid "Contact"
msgstr "Contacto"
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Payables"
msgstr "Igualar Cuentas a Pagar"
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Receivables"
msgstr "Igualar Cuentas a Cobrar"
#~ msgid "Display Name"
#~ msgstr "Mostrar Nombre"
#~ msgid "ID"
#~ msgstr "ID"
#~ msgid "Last Modified on"
#~ msgstr "Última modificación en"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_partner_reconcile
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 14.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2021-11-10 20:35+0000\n"
"Last-Translator: Yves Le Doeuff <yld@alliasys.fr>\n"
"Language-Team: none\n"
"Language: fr\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n > 1;\n"
"X-Generator: Weblate 4.3.2\n"
#. module: account_partner_reconcile
#: model:ir.model,name:account_partner_reconcile.model_res_partner
msgid "Contact"
msgstr ""
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Payables"
msgstr "Lettrage Fournisseur"
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Receivables"
msgstr "Lettrage Client"
#~ msgid "Display Name"
#~ msgstr "Nom affiché"
#~ msgid "Last Modified on"
#~ msgstr "Dernière modification le"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_partner_reconcile
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 14.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2021-11-10 20:35+0000\n"
"Last-Translator: Yves Le Doeuff <yld@alliasys.fr>\n"
"Language-Team: none\n"
"Language: fr_FR\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n > 1;\n"
"X-Generator: Weblate 4.3.2\n"
#. module: account_partner_reconcile
#: model:ir.model,name:account_partner_reconcile.model_res_partner
msgid "Contact"
msgstr ""
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Payables"
msgstr "Lettrage Fournisseur"
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Receivables"
msgstr "Lettrage Client"
#~ msgid "Display Name"
#~ msgstr "Nom affiché"
#~ msgid "Last Modified on"
#~ msgstr "Dernière modification le"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_partner_reconcile
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2025-02-15 11:06+0000\n"
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 5.6.2\n"
#. module: account_partner_reconcile
#: model:ir.model,name:account_partner_reconcile.model_res_partner
msgid "Contact"
msgstr "Contatto"
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Payables"
msgstr "Abbina i debiti"
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Receivables"
msgstr "Abbina i crediti"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_partner_reconcile
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 14.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2021-10-29 21:35+0000\n"
"Last-Translator: Pedro Castro Silva <pedrocs@exo.pt>\n"
"Language-Team: none\n"
"Language: pt\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n > 1;\n"
"X-Generator: Weblate 4.3.2\n"
#. module: account_partner_reconcile
#: model:ir.model,name:account_partner_reconcile.model_res_partner
msgid "Contact"
msgstr "Contacto"
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Payables"
msgstr "Reconc. Pagam."
#. module: account_partner_reconcile
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
msgid "Match Receivables"
msgstr "Reconc. Recebim."
#~ msgid "Display Name"
#~ msgstr "Nome a Exibir"
#~ msgid "ID"
#~ msgstr "ID"
#~ msgid "Last Modified on"
#~ msgstr "Última Modific. em"

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from . import res_partner

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# Copyright 2017-20 ForgeFlow S.L. (http://www.forgeflow.com)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from odoo import models
class ResPartner(models.Model):
_inherit = "res.partner"
def action_open_reconcile(self):
# Open reconciliation view for customers and suppliers
self.ensure_one()
reconcile_mode = self.env.context.get("reconcile_mode", False)
account = self.property_account_payable_id
if reconcile_mode == "customers":
account = self.property_account_receivable_id
action = self.env["ir.actions.act_window"]._for_xml_id(
"account_reconcile_oca.account_account_reconcile_act_window"
)
action["domain"] = [
("account_id", "=", account.id),
("partner_id", "=", self.id),
]
return action

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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"

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The button is visible only to users that belong to the accounting groups
"Accountant" or "Adviser".

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- Jordi Ballester \<<jordi.ballester@forgeflow.com>\>
- Jaume Planas \<<jaume.planas@minorisa.net>\>
- Ahmet Yiğit Budak \<<yigit@altinkaya.com>\>

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This module adds the buttons "Match Receivables" (& "Match Payables") in
the customer (& suppliers) form view to allow to start the matching of
invoices & payments for that partner.

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1. Enable 'Show Full Accounting Features'
2. Create a new Customer Invoice and Payment
3. Go to the Customer/Supplier view form and click on Match payments

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<body>
<div class="document" id="account-partner-reconcile">
<h1 class="title">Account Partner Reconcile</h1>
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-reconcile/tree/17.0/account_partner_reconcile"><img alt="OCA/account-reconcile" src="https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-reconcile-17-0/account-reconcile-17-0-account_partner_reconcile"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-reconcile&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module adds the buttons “Match Receivables” (&amp; “Match Payables”) in
the customer (&amp; suppliers) form view to allow to start the matching of
invoices &amp; payments for that partner.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<p>The button is visible only to users that belong to the accounting groups
“Accountant” or “Adviser”.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<ol class="arabic simple">
<li>Enable Show Full Accounting Features</li>
<li>Create a new Customer Invoice and Payment</li>
<li>Go to the Customer/Supplier view form and click on Match payments</li>
</ol>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-reconcile/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/account-reconcile/issues/new?body=module:%20account_partner_reconcile%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
<ul class="simple">
<li>ForgeFlow</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
<ul class="simple">
<li>Jordi Ballester &lt;<a class="reference external" href="mailto:jordi.ballester&#64;forgeflow.com">jordi.ballester&#64;forgeflow.com</a>&gt;</li>
<li>Jaume Planas &lt;<a class="reference external" href="mailto:jaume.planas&#64;minorisa.net">jaume.planas&#64;minorisa.net</a>&gt;</li>
<li>Ahmet Yiğit Budak &lt;<a class="reference external" href="mailto:yigit&#64;altinkaya.com">yigit&#64;altinkaya.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
</a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-reconcile/tree/17.0/account_partner_reconcile">OCA/account-reconcile</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>

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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from . import test_account_partner_reconcile

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# Copyright 2017-20 ForgeFlow S.L. (http://www.forgeflow.com)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from odoo.tests.common import TransactionCase
class TestAccountPartnerReconcile(TransactionCase):
"""Tests for Account Partner Reconcile."""
def setUp(self):
super().setUp()
self.partner1 = self.env.ref("base.res_partner_1")
def test_account_partner_reconcile(self):
receivable_account = self.partner1.property_account_receivable_id
payable_account = self.partner1.property_account_payable_id
# reconcile_mode="customers" (Match Receivables)
res = self.partner1.with_context(
reconcile_mode="customers"
).action_open_reconcile()
expect = {
"type": "ir.actions.act_window",
"xml_id": "account_reconcile_oca.account_account_reconcile_act_window",
"domain": [
("account_id", "=", receivable_account.id),
("partner_id", "=", self.partner1.id),
],
}
self.assertDictEqual(
expect,
{k: v for k, v in res.items() if k in expect},
"There was an error and the Reconcile action couldn't be opened.",
)
# reconcile_mode="suppliers" (Match Payables)
res = self.partner1.with_context(
reconcile_mode="suppliers"
).action_open_reconcile()
expect = {
"type": "ir.actions.act_window",
"xml_id": "account_reconcile_oca.account_account_reconcile_act_window",
"domain": [
("account_id", "=", payable_account.id),
("partner_id", "=", self.partner1.id),
],
}
self.assertDictEqual(
expect,
{k: v for k, v in res.items() if k in expect},
"There was an error and the Reconcile action couldn't be opened.",
)

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<?xml version="1.0" encoding="utf-8" ?>
<!--Copyright 2017-20 ForgeFlow S.L. (http://www.forgeflow.com)-->
<!--License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).-->
<odoo>
<record id="res_partner_view_buttons" model="ir.ui.view">
<field name="name">res.partner.view.buttons</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form" />
<field name="priority" eval="20" />
<field name="arch" type="xml">
<div name="button_box" position="inside">
<button
class="oe_stat_button"
type="object"
name="action_open_reconcile"
context="{'reconcile_mode': 'customers'}"
icon="fa-usd"
groups="account.group_account_invoice"
string="Match Receivables"
>
</button>
<button
class="oe_stat_button"
type="object"
name="action_open_reconcile"
context="{'reconcile_mode': 'suppliers'}"
groups="account.group_account_invoice"
icon="fa-usd"
string="Match Payables"
>
</button>
</div>
</field>
</record>
</odoo>