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[ADD] account_journal_dashboard_statement_button: add a Statements bu…
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…tton for Bank and Cash journal cards in the Accounting dashboard
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rrebollo committed Dec 16, 2024
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92 changes: 92 additions & 0 deletions account_journal_dashboard_statement_button/README.rst
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==========================================
Account Journal Dashboard Statement Button
==========================================

..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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This module enhances the Account Journal Dashboard by introducing a shortcut button for Bank and Cash journals. The button provides a direct link to the Bank Statements view, streamlining access to statement management.

**Table of contents**

.. contents::
:local:

Use Cases / Context
===================

In the default (vanilla) behavior of Odoo CE, when a user clicks on the name of a Bank or Cash journal in the Accounting dashboard, they are redirected to the Statements view. However, this behavior changes when installing the OCA Reconcile add-ons or using Odoo EE.

This module offers an alternative by adding a **Statements** button directly into the journal card, providing users with a one-click option to access the Statements view. This approach ensures that users can maintain the familiar workflow of quickly accessing the Statements view, even when other customizations or versions are in place, without altering the default functionality.

Usage
=====

The Statement button will only appear once there are records linked to the corresponding journal.

.. image:: https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_journal_dashboard_statement_button/static/img/account_journal_dashboard.png
:alt: Account Journal Dashboard

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/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/bank-statement-import/issues/new?body=module:%20account_journal_dashboard_statement_button%0Aversion:%2016.0%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
~~~~~~~

* Binhex

Contributors
~~~~~~~~~~~~

- Binhex (https://binhex.cloud)
- Rolando Pérez Rebollo <[email protected]>

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/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/16.0/account_journal_dashboard_statement_button>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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18 changes: 18 additions & 0 deletions account_journal_dashboard_statement_button/__manifest__.py
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# Copyright 2024 [email protected]
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Account Journal Dashboard Statement Button",
"category": "Accounting",
"summary": """This module enhances the Account Journal Dashboard by introducing a
shortcut button in the Bank and Cash journals. The button provides a direct link
to the Bank Statements view.""",
"version": "16.0.1.0.0",
"license": "AGPL-3",
"author": "Binhex,Odoo Community Association (OCA)",
"website": "https://github.com/OCA/bank-statement-import",
"depends": ["account"],
"data": [
"views/account_journal_views.xml",
],
}
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_journal_dashboard_statement_button
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0+e\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-12-14 13:52+0000\n"
"PO-Revision-Date: 2024-12-14 13:52+0000\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_journal_dashboard_statement_button
#: model_terms:ir.ui.view,arch_db:account_journal_dashboard_statement_button.account_journal_dashboard_kanban_view
msgid "<span>Statements</span>"
msgstr ""
21 changes: 21 additions & 0 deletions account_journal_dashboard_statement_button/i18n/es.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_journal_dashboard_statement_button
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0+e\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-12-14 13:53+0000\n"
"PO-Revision-Date: 2024-12-14 13:53+0000\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_journal_dashboard_statement_button
#: model_terms:ir.ui.view,arch_db:account_journal_dashboard_statement_button.account_journal_dashboard_kanban_view
msgid "<span>Statements</span>"
msgstr "<span>Extractos</span>"
3 changes: 3 additions & 0 deletions account_journal_dashboard_statement_button/readme/CONTEXT.rst
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In the default (vanilla) behavior of Odoo CE, when a user clicks on the name of a Bank or Cash journal in the Accounting dashboard, they are redirected to the Statements view. However, this behavior changes when installing the OCA Reconcile add-ons or using Odoo EE.

This module offers an alternative by adding a **Statements** button directly into the journal card, providing users with a one-click option to access the Statements view. This approach ensures that users can maintain the familiar workflow of quickly accessing the Statements view, even when other customizations or versions are in place, without altering the default functionality.
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- Binhex (https://binhex.cloud)
- Rolando Pérez Rebollo <[email protected]>
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This module enhances the Account Journal Dashboard by introducing a shortcut button for Bank and Cash journals. The button provides a direct link to the Bank Statements view, streamlining access to statement management.
4 changes: 4 additions & 0 deletions account_journal_dashboard_statement_button/readme/USAGE.rst
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The Statement button will only appear once there are records linked to the corresponding journal.

.. image:: ../static/img/account_journal_dashboard.png
:alt: Account Journal Dashboard
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