Saturday, May 13, 2023
2 changes · master
Features or functions removed from Odoo
The accounting reconciliation experience is being simplified by removing the old manual reconciliation widget and replacing it with a guided wizard when extra write-off details are needed. This should make reconciliation easier for users while improving the accuracy and efficiency of the underlying accounting process.
Original PR description
The manual reconciliation widget is too complex. We completely remove it and replace it with a simple wizard `account.reconcile.wizard` that opens when selected lines can't be directly/silently…
The manual reconciliation widget is too complex. We completely remove it and replace it with a simple wizard `account.reconcile.wizard` that opens when selected lines can't be directly/silently reconciled (then we need a write-off whose data will be filled in the wizard). To do so we had to refactor reconciliation methods to allow to shadow some values and fake reconciliation to get correct values. We also now use of the _reconcile_plan instead of the previous reconciliation which should be more efficient and correct. Refactored a bit common between `test_account_reconcile_wizard` and `test_account_move_reconcile` to avoid duplication. In this process of simplification we also separate the previous `automatic_entry_wizard` in two separate interfaces from the user's perspective: one only handle the change of period and the other will handle complex transfer that are not possible through regular reconciliation process (i.e. through the wizard we are creating in Enterprise related PR). Task: 3060792
The previous manual reconciliation screen has been removed and replaced with a simpler wizard that appears only when extra information, such as a write-off, is needed. Users are now directed to standard lists of posted unreconciled accounting entries, making the process easier to understand and more reliable.
Original PR description
The manual reconciliation widget is too complex. We completely remove it and replace it with a simple wizard `account.reconcile.wizard` that opens when selected lines can't be directly/silently reconciled (then we need a write-off whose data will be filled in the wizard). All view that use to lead to the previous widget now lead to the `account.move.line` list view filtred on posted and unreconciled moves. We now use of the _reconcile_plan instead of the previous reconciliation which should be more efficient and correct. Task: 3060792