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Odoo Apps Dependencies Invoicing (account)
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Lines of code 13
Technical Name to_payment_transaction_protection
LicenseOPL-1
Websitehttps://viindoo.com/intro/invoicing
Versions 12.0 13.0 14.0 15.0 16.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 13
Technical Name to_payment_transaction_protection
LicenseOPL-1
Websitehttps://viindoo.com/intro/invoicing
Versions 12.0 13.0 14.0 15.0 16.0 17.0

Demo video: Payment Transaction Protection

Problems

When the customer makes a successful payment, the system will automatically record the payment transactions associated with the invoices/sale orders. However, there will be cases that users may delete this transaction accidentally or on purpose - leading to errors in accounting data.

Key Features

This module prevents users from deleting any payments associated with another transaction. If the system detects a suspicious deletion, it will automatically display an error message.

Business Value

  • Protect Financial Accuracy
    Avoid discrepancies in financial records by ensuring that payment transactions are safeguarded against deletion.
  • Save Time on Troubleshooting
    Eliminate the need to manually identify and correct errors caused by deleted transactions.
  • Enhance User Accountability
    Restrict unauthorized deletions and provide visibility into user actions.

Who Should Use This Module

  • Accountants and Finance Teams
    Protect critical accounting data and ensure accurate records.
  • System Administrators
    Maintain control over data integrity and prevent user errors.
  • Auditors
    Ensure that financial records remain audit-ready and free from inconsistencies.

Editions Supported

  1. Community Edition
  2. Enterprise Edition

Installation

  1. Navigate to Apps.
  2. Search with keyword to_payment_transaction_protection.
  3. 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.

Payment transaction is automatically generated

At this time, the system also automatically generates a payment associated with this transaction.

Payment is linked to the payment transaction

On the payment transaction associated with the payment, you select Action > Delete, the system will display an error message.

System error message

Note: Activating Developer Mode (debug mode) to check payment transactions.

Odoo Proprietary License v1.0

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).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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