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Model Reference Guide
Ensure these model names are consistent across all files:
| Model Name | Technical Name | File Location | Key Fields |
|---|---|---|---|
| Branch | cbs.branch |
models/cbs_branch.py | code, name, is_active, company_id |
| Customer | cbs.customer |
models/cbs_customer.py | customer_number, partner_id, customer_type, branch_id |
| Customer KYC | cbs.customer.kyc |
models/cbs_customer_kyc.py | customer_id, document_type, document_number, status |
| Account | cbs.account |
models/cbs_account.py | account_number, customer_id, product_id, current_balance, state |
| Account Type | cbs.account.type |
models/cbs_account_type.py | code, name, balance_nature, is_active |
| Product | cbs.product |
models/cbs_product.py | code, name, product_type, account_type_id, currency_id |
| Transaction | cbs.transaction |
models/cbs_transaction.py | reference, account_id, transaction_type_id, amount, state |
| Transaction Type | cbs.transaction.type |
models/cbs_transaction_type.py | code, name, transaction_nature, gl_account_id |
| GL Account | cbs.gl.account |
models/cbs_gl_account.py | code, name, account_type, parent_id, current_balance |
| GL Entry | cbs.gl.entry |
models/cbs_gl_entry.py | journal_entry_id, gl_account_id, debit_amount, credit_amount |
| GL Journal Entry | cbs.gl.journal.entry |
models/cbs_gl_entry.py | reference, posting_date, entry_ids, state |
| Interest Config | cbs.interest.config |
models/cbs_interest_config.py | code, name, base_rate, calculation_method, product_ids |
| Interest Tier | cbs.interest.tier |
models/cbs_interest_config.py | interest_config_id, from_amount, to_amount, rate |
| Interest Accrual | cbs.interest.accrual |
models/cbs_interest_config.py | account_id, accrual_date, accrued_amount, state |
| Fee Config | cbs.fee.config |
models/cbs_fee_config.py | code, name, fee_type, calculation_method, amount |
| Currency | cbs.currency |
models/cbs_currency.py | code, name, symbol, decimal_places, is_active |
| Exchange Rate | cbs.exchange.rate |
models/cbs_exchange_rate.py | from_currency_id, to_currency_id, rate, date |
| Limit Config | cbs.limit.config |
models/cbs_limit_config.py | code, name, limit_type, amount, product_id |
| Approval Request | cbs.approval.request |
models/cbs_approval_workflow.py | model_name, res_id, requested_by, state |
| Audit Trail | cbs.audit.trail |
models/cbs_audit_trail.py | model_name, res_id, action, user_id, timestamp |
| Standing Order | cbs.standing.order |
models/cbs_standing_order.py | account_id, beneficiary_account_id, amount, frequency, next_run_date |
| Cheque Book | cbs.cheque.book |
models/cbs_cheque_book.py | account_id, start_number, end_number, state |
| Cheque Leaf | cbs.cheque.leaf |
models/cbs_cheque_book.py | cheque_book_id, cheque_number, state |
| Channel | cbs.channel |
models/cbs_channel.py | code, name, channel_type, is_active |
| EOD Process | cbs.eod.process |
models/cbs_eod_process.py | date, branch_id, state, started_at, completed_at |
| Accounting Period | cbs.accounting.period |
models/cbs_eod_process.py | name, date_start, date_end, state |
| Cost Center | cbs.cost.center |
models/cbs_gl_account.py | code, name, parent_id, is_active |
Validation Checklist
Model Dependencies
Core Models (Create First)
- 1. cbs.branch
- 2. cbs.currency
- 3. cbs.gl.account
- 4. cbs.account.type
- 5. cbs.transaction.type
- 6. cbs.channel
Product & Config Models
- 1. cbs.product (depends on account.type, currency)
- 2. cbs.interest.config (depends on product)
- 3. cbs.fee.config (depends on product)
- 4. cbs.limit.config (depends on product)
- 5. cbs.exchange.rate (depends on currency)
Customer & Account Models
- 1. cbs.customer (depends on branch)
- 2. cbs.customer.kyc (depends on customer)
- 3. cbs.account (depends on customer, product, branch)
- 4. cbs.cheque.book (depends on account)
- 5. cbs.standing.order (depends on account)
Transaction & GL Models
- 1. cbs.transaction (depends on account, transaction.type)
- 2. cbs.gl.journal.entry
- 3. cbs.gl.entry (depends on journal.entry, gl.account)
- 4. cbs.interest.accrual (depends on account)
- 5. cbs.eod.process (depends on branch)
__init__.py
bridge_cbs_core/__init__.py
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Notes:
__manifest__.py
bridge_cbs_core/__manifest__.py
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models/__init__.py
bridge_cbs_core/models/__init__.py
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cbs_branch.py
bridge_cbs_core/models/cbs_branch.py
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cbs_customer.py
bridge_cbs_core/models/cbs_customer.py
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cbs_customer_kyc.py
bridge_cbs_core/models/cbs_customer_kyc.py
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cbs_account.py
bridge_cbs_core/models/cbs_account.py
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cbs_account_type.py
bridge_cbs_core/models/cbs_account_type.py
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cbs_product.py
bridge_cbs_core/models/cbs_product.py
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cbs_transaction.py
bridge_cbs_core/models/cbs_transaction.py
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cbs_transaction_type.py
bridge_cbs_core/models/cbs_transaction_type.py
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cbs_gl_account.py
bridge_cbs_core/models/cbs_gl_account.py
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cbs_gl_entry.py
bridge_cbs_core/models/cbs_gl_entry.py
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cbs_interest_config.py
bridge_cbs_core/models/cbs_interest_config.py
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cbs_fee_config.py
bridge_cbs_core/models/cbs_fee_config.py
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cbs_currency.py
bridge_cbs_core/models/cbs_currency.py
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cbs_exchange_rate.py
bridge_cbs_core/models/cbs_exchange_rate.py
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cbs_limit_config.py
bridge_cbs_core/models/cbs_limit_config.py
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cbs_approval_workflow.py
bridge_cbs_core/models/cbs_approval_workflow.py
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cbs_audit_trail.py
bridge_cbs_core/models/cbs_audit_trail.py
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cbs_standing_order.py
bridge_cbs_core/models/cbs_standing_order.py
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cbs_cheque_book.py
bridge_cbs_core/models/cbs_cheque_book.py
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cbs_channel.py
bridge_cbs_core/models/cbs_channel.py
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cbs_eod_process.py
bridge_cbs_core/models/cbs_eod_process.py
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res_partner.py
bridge_cbs_core/models/res_partner.py
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res_company.py
bridge_cbs_core/models/res_company.py
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ir.model.access.csv
bridge_cbs_core/security/ir.model.access.csv
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cbs_security.xml
bridge_cbs_core/security/cbs_security.xml
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cbs_record_rules.xml
bridge_cbs_core/security/cbs_record_rules.xml
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cbs_branch_views.xml
bridge_cbs_core/views/cbs_branch_views.xml
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cbs_customer_views.xml
bridge_cbs_core/views/cbs_customer_views.xml
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cbs_account_views.xml
bridge_cbs_core/views/cbs_account_views.xml
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cbs_product_views.xml
bridge_cbs_core/views/cbs_product_views.xml
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cbs_transaction_views.xml
bridge_cbs_core/views/cbs_transaction_views.xml
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cbs_gl_views.xml
bridge_cbs_core/views/cbs_gl_views.xml
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cbs_interest_views.xml
bridge_cbs_core/views/cbs_interest_views.xml
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cbs_fee_views.xml
bridge_cbs_core/views/cbs_fee_views.xml
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cbs_currency_views.xml
bridge_cbs_core/views/cbs_currency_views.xml
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cbs_limit_views.xml
bridge_cbs_core/views/cbs_limit_views.xml
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cbs_approval_views.xml
bridge_cbs_core/views/cbs_approval_views.xml
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cbs_audit_views.xml
bridge_cbs_core/views/cbs_audit_views.xml
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cbs_standing_order_views.xml
bridge_cbs_core/views/cbs_standing_order_views.xml
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cbs_cheque_views.xml
bridge_cbs_core/views/cbs_cheque_views.xml
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cbs_eod_views.xml
bridge_cbs_core/views/cbs_eod_views.xml
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cbs_dashboard_views.xml
bridge_cbs_core/views/cbs_dashboard_views.xml
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ir_sequence_data.xml
bridge_cbs_core/data/ir_sequence_data.xml
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cbs_product_category_data.xml
bridge_cbs_core/data/cbs_product_category_data.xml
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cbs_currency_data.xml
bridge_cbs_core/data/cbs_currency_data.xml
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cbs_gl_account_data.xml
bridge_cbs_core/data/cbs_gl_account_data.xml
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cbs_interest_rate_data.xml
bridge_cbs_core/data/cbs_interest_rate_data.xml
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cbs_fee_data.xml
bridge_cbs_core/data/cbs_fee_data.xml
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cbs_cron_data.xml
bridge_cbs_core/data/cbs_cron_data.xml
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cbs_mail_template_data.xml
bridge_cbs_core/data/cbs_mail_template_data.xml
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cbs_demo_data.xml
bridge_cbs_core/demo/cbs_demo_data.xml
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wizard/__init__.py
bridge_cbs_core/wizard/__init__.py
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cbs_account_opening_wizard.py
bridge_cbs_core/wizard/cbs_account_opening_wizard.py
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cbs_fund_transfer_wizard.py
bridge_cbs_core/wizard/cbs_fund_transfer_wizard.py
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cbs_cash_transaction_wizard.py
bridge_cbs_core/wizard/cbs_cash_transaction_wizard.py
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cbs_interest_posting_wizard.py
bridge_cbs_core/wizard/cbs_interest_posting_wizard.py
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cbs_account_closure_wizard.py
bridge_cbs_core/wizard/cbs_account_closure_wizard.py
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cbs_statement_wizard.py
bridge_cbs_core/wizard/cbs_statement_wizard.py
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cbs_eod_wizard.py
bridge_cbs_core/wizard/cbs_eod_wizard.py
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report/__init__.py
bridge_cbs_core/report/__init__.py
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cbs_account_statement_report.py
bridge_cbs_core/report/cbs_account_statement_report.py
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cbs_transaction_report.py
bridge_cbs_core/report/cbs_transaction_report.py
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cbs_gl_report.py
bridge_cbs_core/report/cbs_gl_report.py
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cbs_customer_report.py
bridge_cbs_core/report/cbs_customer_report.py
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cbs_account_statement_template.xml
bridge_cbs_core/report/templates/cbs_account_statement_template.xml
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cbs_transaction_report_template.xml
bridge_cbs_core/report/templates/cbs_transaction_report_template.xml
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cbs_gl_report_template.xml
bridge_cbs_core/report/templates/cbs_gl_report_template.xml
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controllers/__init__.py
bridge_cbs_core/controllers/__init__.py
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controllers/main.py
bridge_cbs_core/controllers/main.py
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controllers/api.py
bridge_cbs_core/controllers/api.py
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cbs_style.css
bridge_cbs_core/static/src/css/cbs_style.css
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cbs_dashboard.js
bridge_cbs_core/static/src/js/cbs_dashboard.js
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cbs_dashboard_template.xml
bridge_cbs_core/static/src/xml/cbs_dashboard_template.xml
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tests/__init__.py
bridge_cbs_core/tests/__init__.py
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test_cbs_account.py
bridge_cbs_core/tests/test_cbs_account.py
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test_cbs_transaction.py
bridge_cbs_core/tests/test_cbs_transaction.py
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test_cbs_gl.py
bridge_cbs_core/tests/test_cbs_gl.py
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