account_reconciliation_widget: ability to edit ref

'ref' of account.move can now be customized in the reconciliation widget
'name' of account.move is displayed for information

account_reconciliation_widget/models/account_bank_statement.py

@@ -222,7 +222,6 @@ class AccountBankStatementLine(models.Model):
         aml_obj.with_context(check_move_validity=False).create(liquidity_aml_dict)
 
         self.sequence = self.statement_id.line_ids.ids.index(self.id) + 1
-        self.move_id.ref = self._get_move_ref(self.statement_id.name)
         counterpart_moves = counterpart_moves | self.move_id
 
         # Complete dicts to create both counterpart move lines and write-offs
@@ -272,12 +271,6 @@ class AccountBankStatementLine(models.Model):
 
         return counterpart_moves
 
-    def _get_move_ref(self, move_ref):
-        ref = move_ref or ""
-        if self.ref:
-            ref = move_ref + " - " + self.ref if move_ref else self.ref
-        return ref
-
     def _prepare_move_line_for_currency(self, aml_dict, date):
         self.ensure_one()
         company_currency = self.journal_id.company_id.currency_id

account_reconciliation_widget/models/reconciliation_widget.py

@@ -42,8 +42,13 @@ class AccountReconciliation(models.AbstractModel):
                 )
                 del aml_dict["counterpart_aml_id"]
 
+            vals = {}
             if datum.get("partner_id") is not None:
-                st_line.write({"partner_id": datum["partner_id"]})
+                vals["partner_id"] = datum["partner_id"]
+            if datum.get("ref") is not None:
+                vals["ref"] = datum["ref"]
+            if vals:
+                st_line.write(vals)
 
             ctx["default_to_check"] = datum.get("to_check")
             moves = st_line.with_context(ctx).process_reconciliation(

account_reconciliation_widget/static/src/js/reconciliation/reconciliation_action.js

@@ -21,6 +21,7 @@ odoo.define("account.ReconciliationClientAction", function (require) {
             change_filter: "_onAction",
             change_offset: "_onAction",
             change_partner: "_onAction",
+            change_ref: "_onAction",
             add_proposition: "_onAction",
             remove_proposition: "_onAction",
             update_proposition: "_onAction",

account_reconciliation_widget/static/src/js/reconciliation/reconciliation_model.js

@@ -298,6 +298,13 @@ odoo.define("account.ReconciliationModel", function (require) {
                     );
                 });
         },
+        // eslint-disable-next-line no-unused-vars
+        changeRef: function (handle, ref, preserveMode) {
+            var line = this.getLine(handle);
+            line.st_line.ref = ref;
+            return Promise.resolve();
+        },
+
         /**
          * Close the statement
          * @returns {Promise<Number>} resolves to the res_id of the closed statements
@@ -479,6 +486,7 @@ odoo.define("account.ReconciliationModel", function (require) {
                     self.lines[handle] = {
                         id: res.st_line.id,
                         partner_id: res.st_line.partner_id,
+                        ref: res.st_line.ref,
                         handle: handle,
                         reconciled: false,
                         mode: "inactive",
@@ -967,6 +975,7 @@ odoo.define("account.ReconciliationModel", function (require) {
                     Promise.resolve(computeLinePromise).then(function () {
                         var values_dict = {
                             partner_id: line.st_line.partner_id,
+                            ref: line.st_line.ref,
                             counterpart_aml_dicts: _.map(
                                 _.filter(props, function (prop) {
                                     return !isNaN(prop.id) && !prop.is_liquidity_line;

account_reconciliation_widget/static/src/js/reconciliation/reconciliation_renderer.js

@@ -325,10 +325,31 @@ odoo.define("account.ReconciliationRenderer", function (require) {
                         }
                     ),
                 };
-                self.fields.partner_id.insertAfter(
-                    self.$(".accounting_view caption .o_buttons")
+                self.fields.partner_id.insertBefore(
+                    self.$(".accounting_view caption .caption-input")
                 );
             });
+            // Ref
+            var def5 = this._makeRefRecord(this._initialState.st_line.ref).then(
+                function (recordID) {
+                    self.fields.ref = new basic_fields.FieldChar(
+                        self,
+                        "ref",
+                        self.model.get(recordID),
+                        {
+                            mode: "edit",
+                            attrs: {
+                                placeholder:
+                                    self._initialState.st_line.ref || _t("Reference"),
+                            },
+                        }
+                    );
+                    self.fields.ref.prependTo(
+                        self.$(".accounting_view caption .caption-input")
+                    );
+                }
+            );
+
             var def3 = session
                 .user_has_group("analytic.group_analytic_tags")
                 .then(function (has_group) {
@@ -360,7 +381,7 @@ odoo.define("account.ReconciliationRenderer", function (require) {
                 toggle: "popover",
             });
             var def2 = this._super.apply(this, arguments);
-            return Promise.all([def1, def2, def3, def4]);
+            return Promise.all([def1, def2, def3, def4, def5]);
         },
 
         // --------------------------------------------------------------------------
@@ -402,6 +423,12 @@ odoo.define("account.ReconciliationRenderer", function (require) {
                 self.$el.attr("data-partner", state.st_line.partner_id);
             });
 
+            // Ref
+            this._makeRefRecord(state.st_line.ref).then(function (recordID) {
+                self.fields.ref.reset(self.model.get(recordID));
+                self.$el.attr("data-ref", state.st_line.ref);
+            });
+
             // Mode
             this.$el.data("mode", state.mode).attr("data-mode", state.mode);
             this.$(".o_notebook li a").attr("aria-selected", false);
@@ -662,6 +689,17 @@ odoo.define("account.ReconciliationRenderer", function (require) {
             });
         },
 
+        _makeRefRecord: function (ref) {
+            var field = {
+                type: "char",
+                name: "ref",
+            };
+            if (ref) {
+                field.value = ref;
+            }
+            return this.model.makeRecord("account.bank.statement.line", [field], {});
+        },
+
         /**
          * Create account_id, tax_ids, analytic_account_id, analytic_tag_ids, label and amount fields
          *
@@ -714,6 +752,10 @@ odoo.define("account.ReconciliationRenderer", function (require) {
                             type: "char",
                             name: "label",
                         },
+                        {
+                            type: "char",
+                            name: "ref",
+                        },
                         {
                             type: "float",
                             name: "amount",
@@ -945,6 +987,9 @@ odoo.define("account.ReconciliationRenderer", function (require) {
             if (fieldName === "partner_id") {
                 var partner_id = event.data.changes.partner_id;
                 this.trigger_up("change_partner", {data: partner_id});
+            } else if (fieldName === "ref") {
+                var ref = event.data.changes.ref;
+                this.trigger_up("change_ref", {data: ref});
             } else {
                 if (event.data.changes.amount && isNaN(event.data.changes.amount)) {
                     return;

account_reconciliation_widget/static/src/scss/account_reconciliation.scss

@@ -56,6 +56,16 @@
         .strike_amount {
             text-decoration: line-through;
         }
+        .move_name {
+            font-size: 80%;
+            margin-left: 1em;
+            display: flex;
+            align-items: center;
+        }
+        .caption-input {
+            margin-left: 1em;
+            display: inline-flex;
+        }
         tbody tr:hover .cell_account_code::before {
             content: "\f068";
             font-family: FontAwesome;

account_reconciliation_widget/static/src/xml/account_reconciliation.xml

@@ -126,6 +126,9 @@
     <div class="o_reconciliation_line" t-att-data-mode="state.mode" tabindex="0">
         <table class="accounting_view">
             <caption style="caption-side: top;">
+                <div class="caption-input">
+                    <span class="move_name"><t t-esc="state.st_line.name" /></span>
+                </div>
                 <div class="float-right o_buttons">
                     <button
                             t-attf-class="o_no_valid btn btn-secondary #{state.balance.type &lt; 0 ? '' : 'd-none'}"