Stefan recognised my intention correctly. I don't want to create "Unknown" partner endlessly but only once. Maybe such partner for unrecognised bank statement lines should be set in "Default Import Settings for Bank Account". Then such "artificial" partner would collect all bank accounts. And will be visible on bank statement line that partner search was not successful. So user would easily see bank statement lines caused creation of bank accounts. Then he should fix the partner in two places: In bank account (by opening bank account form from bank statement form) and in bank statement line.
Instead of changing partner in two places user can also change the partner in bank account and then remove all bank statement lines. After that he can repeat import so all partners would be find by bank accounts. This procedure will better because if partner is correct the module will find invoices too. Anyway we should have some information in bank statement about partners found and assigned only by name (when partner search was successful). We cannot leave user with confidence that our search was perfect. -- You received this bug notification because you are a member of Banking Addons Team, which is the registrant for Banking Addons. https://bugs.launchpad.net/bugs/962605 Title: Option to suppress partner creation Status in Banking Addons: New Bug description: Thank you for great work in this area ! Can you add in "Default Import Settings for Bank Account" an option "Suppress partner creation"? I am heavily working on parser for one of polish bank with success. Parser assigns a partner when bank account is known. And assigns an invoice when amount is equal to bank statement amount. (I didn't checked other options yet). But when bank account is unknown the module tries to find a partner and if it doesn't find it it creates a new partner with new bank account coming from bank statement. I know that it is very good opportunity to add bank account to OpenERP and it would be done only with partner. But problem is that partner search procedure is rather weak and in my case it is almost impossible to find a partner by name or address. I am not able to parse that data correctly because of strange fields design by bank. In my case partner name and whole address is placed in one field and it is to hard to parse it. I will try but field is filled by human and you cannot be sure how to parse it. In my case module always creates new partner. But for sure this partner already exists (because he got an invoice). In my opinion creation of new partner from bank statement is very good solution for companies waiting for some payment like donation. But for companies waiting for payment of invoices it is big problem to recognise after import if partner is duplicated or not. So I suggest to make possible to user to decide if he wish to create a partner from bank statement or not. Another very helpful option for user would be "Create Unknown Partner" which would work following way: When partner is not found the module creates new partner with name "Unknown" and bank account from bank statement. In such case user will see in bank statement import (in OpenERP) that bank statement line was created with new bank account but module was unsure about Partner. So user can simply read description in bank statement reassign partner in bank statement to existing partner and reassign bank account to existing partner. Next time all unknown bank statement lines and unknown bank accounts will be assigned to the same Unknown partner. It will be easy recognisable for user and easy to react for case. So user can have a choice: 1. Suppress partner creation at all (when bank account is unknown in OpenERP). So user decide to create a partner manually and manually reconcile bank statement lines. 2. Use "Unknown" partner for creation of new bank account. So user can see creation of new bank account and manually reassign bank account and bank statement line to existing partner. 3. As it is now. So if module doesn't find partner it creates new user with new bank account. I think for any case it should be some indicator for user in case when module finds and assigns Partner by name anyway. We are never sure if assignment by name is correct. Maybe bank statement line should contain boolean field "Check Partner Assignment". Or all assigned partners should be reported in Import Log. To manage notifications about this bug go to: https://bugs.launchpad.net/banking-addons/+bug/962605/+subscriptions -- Mailing list: https://launchpad.net/~banking-addons-team Post to : [email protected] Unsubscribe : https://launchpad.net/~banking-addons-team More help : https://help.launchpad.net/ListHelp
