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[16.0] [ADD] account_journal_dashboard_statement_button #749

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@rrebollo rrebollo commented Dec 14, 2024

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.

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.

account_journal_dashboard

@rrebollo rrebollo force-pushed the 16.0-add-account-journal-dashboard-statement-button branch from 7fcc69b to ce8a3e6 Compare December 16, 2024 14:54
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rrebollo commented Dec 16, 2024

While this is a small code change for an OCA contribution, it was born from a legitimate customer request. Even if the PR is not merged, this solution might be helpful to others facing similar needs.

Against the original request implementation, we reasoned that:

  1. Disrupting the standard user experience: The default behavior in Odoo, where clicking on a journal redirects users to the Bank Statements view, is familiar to many users. Changing this functionality could cause confusion and unnecessary learning curves.

  2. Compatibility with other customizations: Modifying the built-in behavior could lead to conflicts with other customizations or installed modules, especially in Odoo EE installations or with OCA reconciliation modules. Keeping the default behavior minimizes compatibility risks.

  3. Long-term impact: Altering the default functionality could interfere with future Odoo updates, as changes might conflict with new features or system improvements. Maintaining the original behavior helps ensure stability and compatibility over time.

@rrebollo rrebollo marked this pull request as ready for review December 16, 2024 14:58
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@jorgeglez1990 @AinohaBH could anyone of you help with functional review?

@rrebollo rrebollo force-pushed the 16.0-add-account-journal-dashboard-statement-button branch 2 times, most recently from 2a0d37e to 9818c16 Compare December 16, 2024 16:52
…tton for Bank and Cash journal cards in the Accounting dashboard
@rrebollo rrebollo force-pushed the 16.0-add-account-journal-dashboard-statement-button branch from 9818c16 to b4b07a3 Compare December 16, 2024 16:54
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