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Res partner journal items link

res_partner_journal_items_link folder_open OCA/partner-contact open_in_new
Account License: AGPL-3

This module adds a smart button to the client file to grant direct access to their accounting notes

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Adds a "Journal items" smart button on the contact/partner form that opens the list of accounting journal items linked to that partner.

This module makes it easier to jump from a contact record straight to its accounting entries. On the standard contact form, a new smart button labelled "Journal items" appears in the button box at the top of the page, next to the other counters and shortcuts.

Clicking that button opens a list of journal items (the individual lines of accounting entries) filtered to show only the ones belonging to the partner currently open. The filter is applied automatically, so users do not have to search or set filters themselves.

The module touches the contact form (res.partner) and the accounting journal item list (account.move.line). It does not add any new fields, automatic calculations, checks, emails or scheduled jobs; it only adds the shortcut button and the window action behind it.

It is useful for accountants and sales or admin staff who want to review a customer's or vendor's accounting movements without leaving the contact screen.

Depends on

contactsaccount

Text generated by AI (DeepSeek) from reading the Odoo 15.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 15.0

Confirmed on 2026-11-03 in branch 15.0 of OCA/partner-contact.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.