[IMP] account: management of reconciliation rules

Bank statement lines need to be matched with entries; We have to automate this operation as much as possible.
At the same time, create an algorithm that fit everyone needs is quite impossible.
For that reason we will let users choose the rules they want with the improvement of reconciliation models.

Note that we did it only for bank statement reconliation, not for manual reconciliations.

Was task: 1877375
Was PR #26669

1 files changed, 44 insertions, 11 deletions

diff --git a/addons/account/static/src/xml/account_reconciliation.xml b/addons/account/static/src/xml/account_reconciliation.xml
index 3d5cc28ec3d..39cff76a6a6 100644
--- a/addons/account/static/src/xml/account_reconciliation.xml
+++ b/addons/account/static/src/xml/account_reconciliation.xml
@@ -32,7 +32,6 @@
         <div t-if="widget._initialState.valuemax &gt; widget._initialState.defaultDisplayQty">
             <button class="btn btn-secondary js_load_more">Load more</button>
         </div>
-        <div class="float-right text-muted">Tip: Hit CTRL-Enter to reconcile all the balanced items in the sheet.</div>
     </div>
     <div t-else="" class="o_view_noreconciliation">
         <p>Nothing to do!</p>
@@ -157,7 +156,11 @@
     <div class="quick_add">
         <div class="btn-group o_reconcile_models" t-if="state.reconcileModels">
             <t t-foreach="state.reconcileModels" t-as="reconcileModel">
-                <button class="btn btn-primary" t-att-data-reconcile-model-id="reconcileModel.id"><t t-esc="reconcileModel.name"/></button>
+                <button class="btn btn-primary"
+                        t-if="reconcileModel.rule_type === 'writeoff_button' &amp;&amp; (reconcileModel.match_journal_ids.length == 0 || reconcileModel.match_journal_ids.includes(state.st_line.journal_id))"
+                        t-att-data-reconcile-model-id="reconcileModel.id">
+                    <t t-esc="reconcileModel.name"/>
+                </button>
             </t>
             <p t-if="!state.reconcileModels.length" style="color: #bbb;">To speed up reconciliation, define <a style="cursor: pointer;" class="reconcile_model_create">reconciliation models</a>.</p>
         </div>
@@ -214,7 +217,7 @@
 
 
 <t t-name="reconciliation.line.mv_line.triangle">
-    <t t-if="display_triangle || line.display_triangle">
+    <t t-if="line.display_triangle">
         <t t-if="line.partial_reconcile">
             <span t-att-class="'do_partial_reconcile_'+(!line.partial_reconcile)+' line_info_button fa fa-exclamation-triangle'"
                   data-content="Undo the partial reconciliation."/>
@@ -231,7 +234,12 @@
     <tr t-if="line.display !== false" t-attf-class="mv_line #{line.already_paid ? ' already_reconciled' : ''} #{line.__invalid ? 'invalid' : ''} #{line.is_tax ? 'is_tax' : ''}" t-att-data-line-id="line.id" t-att-data-selected="selected">
         <td class="cell_action"><span class="fa fa-add-remove" role="img" aria-label="Set" title="Set"/></td>
         <td class="cell_account_code"><t t-esc="line.account_code"/></td>
-        <td class="cell_due_date"><t t-esc="line.date_maturity === false ? line.date : line.date_maturity"/></td>
+        <td class="cell_due_date">
+            <t t-if="typeof(line.id) != 'number'">
+                <span class="badge badge-secondary">New</span>
+            </t>
+            <t t-else="" t-esc="line.date_maturity === false ? line.date : line.date_maturity"/>
+        </td>
         <td class="cell_label">
             <t t-if="line.partner_id &amp;&amp; line.partner_id !== state.st_line.partner_id">
                 <t t-if="line.partner_name.length">
@@ -297,16 +305,41 @@
     </table>
 </t>
 
+
+<t t-name="reconciliation.notification.reconciled">
+    <t t-if="details !== undefined">
+        <a rel="do_action" href="#" aria-label="External link" title="External link"
+            t-att-data-action_name="details.name"
+            t-att-data-model="details.model"
+            t-att-data-ids="details.ids">
+            <t t-esc="nb_reconciled_lines"/>
+            statement lines
+        </a>
+        have been reconciled automatically.
+    </t>
+</t>
+
+
+<t t-name="reconciliation.notification.default">
+    <t t-esc="message"/>
+    <t t-if="details !== undefined">
+        <a class="fa fa-external-link" rel="do_action" href="#" aria-label="External link" title="External link"
+            t-att-data-action_name="details.name"
+            t-att-data-model="details.model"
+            t-att-data-ids="details.ids">
+        </a>
+    </t>
+</t>
+
+
 <t t-name="reconciliation.notification">
     <div t-att-class="'notification alert-dismissible alert alert-' + type" role="alert">
         <button type="button" class="close" data-dismiss="alert" aria-label="Close"><span title="Close" class="fa fa-times"></span></button>
-        <t t-esc="message" />
-        <t t-if="details !== undefined">
-            <a class="fa fa-external-link" rel="do_action" href="#" aria-label="External link" title="External link"
-                t-att-data-action_name="details.name"
-                t-att-data-model="details.model"
-                t-att-data-ids="details.ids">
-            </a>
+        <t t-if="template">
+            <t t-call="{{template}}"/>
+        </t>
+        <t t-else="">
+            <t t-call="reconciliation.notification.default"/>
         </t>
     </div>
 </t>