Payment Transaction - Deletion Restriction
A payment transaction that a payment refers to cannot be deleted
Deleting a transaction still linked to a payment is refused, with both documents named - so the payment trail stays complete.
Payment Transaction - Deletion Restriction (technical name to_payment_transaction_protection) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for accountant, administrator, auditor, support.
At a Glance
The facts of Payment Transaction - Deletion Restriction, version 0.1, in one place. Published by Viindoo.
How It Works
One rule, in one place.
The payments that rely on it
Each online payment points at the transaction that produced it - and that link is now protected.
The providers behind them
Configuration is unchanged; only deletion of a referenced transaction is refused.
What You Get
Deleting a transaction referred to by a payment is refused
The message names the transaction and the payment
Applies to bulk deletions too
Nothing changes about how transactions are created or processed
No configuration
Payments, refunds and their states are untouched
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Providers
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Accounting documents have their own rules; this guards the transaction side.
A test transaction nothing points at is not part of a trail.
Housekeeping is your process - this keeps it from breaking references.
How transactions are created stays the provider's.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Payment Transaction - Deletion Restriction?
Accountant
Keeps the provider record behind every online payment.
Administrator
Is stopped before a cleanup breaks the payment trail.
Auditor
Follows a payment to the transaction that produced it.
Support
Can still find the gateway reference weeks later.
Frequently Asked Questions
What does Payment Transaction - Deletion Restriction do?
Deleting a transaction still linked to a payment is refused, with both documents named - so the payment trail stays complete.
What does Payment Transaction - Deletion Restriction not do?
It does not stop deleting payments. Accounting documents have their own rules; this guards the transaction side. Unreferenced transactions can still be deleted. A test transaction nothing points at is not part of a trail. It is not an archiving policy. Housekeeping is your process - this keeps it from breaking references. It does not change provider behaviour. How transactions are created stays the provider's.
Who is Payment Transaction - Deletion Restriction for?
Accountant: Keeps the provider record behind every online payment. Administrator: Is stopped before a cleanup breaks the payment trail. Auditor: Follows a payment to the transaction that produced it. Support: Can still find the gateway reference weeks later.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: account_payment. Odoo installs them with it.
How do I set it up?
One rule, in one place.
What works well with it?
Payment Lines (to_account_payment): One payment split across accounts. Reconciliation Widget (viin_account_reconciliation): Matching those payments against invoices. PayPal Currencies (to_paypal_unsupported_currencies): Another rough edge in the payment layer.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name to_payment_transaction_protection; pre-sales questions go to sales@viindoo.com.
See Payment Transaction - Deletion Restriction in Action
Live demo: v17demo-int.viindoo.com/web#action=account.action_account_payments
Need help with Payment Transaction - Deletion Restriction?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1 - Latest on the 17.0 line
- The refusal names both the transaction and the payment holding it.
Installation
- Navigate to Apps.
- Search with keyword to_payment_transaction_protection.
- Press Install.
Instruction
Situation
Assume that a customer purchases a product through the Paypal payment portal. When the payment is successful, the system will automatically generate a payment transaction associated with the invoice or sale order sent to the customer. So how will the system behave when the user intentionally deletes this payment transaction?
Apply
Navigate to Accounting > Configuration > Payments > Payment Transactions to view the generated transaction.
At this time, the system also automatically generates a payment associated with this transaction.
On the payment transaction associated with the payment, you select Action > Delete, the system will display an error message.
Note: Activating Developer Mode (debug mode) to check payment transactions.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
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