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[IMP] account_journal_dashboard_statement_button: improve docs
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@@ -28,10 +28,7 @@ Account Journal Dashboard Statement Button | |
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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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. | ||
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. | ||
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**Table of contents** | ||
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Use Cases / Context | ||
=================== | ||
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The purpose is to make the transition to newer versions smoother for | ||
users coming from older versions like v14, where clicking on the journal | ||
name previously led to the Statements view. | ||
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. | ||
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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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Usage | ||
===== | ||
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The Statement button will only appear once there are records linked to | ||
the corresponding journal. | ||
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|Account Journal Dashboard| | ||
The Statement button will only appear once there are records linked to the corresponding journal. | ||
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.. |Account Journal Dashboard| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_journal_dashboard_statement_button/static/img/account_journal_dashboard.png | ||
.. 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 | ||
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Bug Tracker | ||
=========== | ||
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======= | ||
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Authors | ||
------- | ||
~~~~~~~ | ||
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* Binhex | ||
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Contributors | ||
------------ | ||
~~~~~~~~~~~~ | ||
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- Binhex (https://binhex.cloud) | ||
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- Rolando Pérez Rebollo [email protected] | ||
- Rolando Pérez Rebollo <[email protected]> | ||
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Maintainers | ||
----------- | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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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. | ||
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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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...ashboard_statement_button/readme/USAGE.md → ...shboard_statement_button/readme/USAGE.rst
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The Statement button will only appear once there are records linked to the corresponding journal. | ||
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![Account Journal Dashboard](../static/img/account_journal_dashboard.png) | ||
.. image:: ../static/img/account_journal_dashboard.png | ||
:alt: Account Journal Dashboard |
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account_journal_dashboard_statement_button/views/account_journal_views.xml
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<?xml version="1.0" encoding="utf-8"?> | ||
<?xml version="1.0" encoding="utf-8" ?> | ||
<!-- Copyright 2024 [email protected] | ||
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). --> | ||
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<odoo> | ||
<record id="account_journal_dashboard_kanban_view" model="ir.ui.view"> | ||
<field name="model">account.journal</field> | ||
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