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[WIP] [16.0] mig account_statement_import_online* combined #623

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062bd0c
[IMP] Adapt account_bank_statement_import_online to 14.0
NL66278 May 28, 2021
396f0f5
account_statement_import_online: usability improvement on form view o…
alexis-via Jun 16, 2021
3cd0cb1
[FIX] account_statement_import_online: further improvements.
NL66278 Jul 14, 2021
4ac6558
[UPD] Update account_statement_import_online.pot
oca-travis Jul 27, 2021
2f027cf
[IMP] account_statement_import_online: don't import empty statements.
Aug 19, 2021
dea82f0
[UPD] Update account_statement_import_online.pot
oca-travis Aug 23, 2021
b90dad8
account_statement_import_online 14.0.2.0.0
OCA-git-bot Aug 23, 2021
9cee80d
Update translation files
oca-transbot Aug 23, 2021
6e94e66
[FIX] fixing empty assuming is a good default value #422
Oct 16, 2021
075dfae
Added translation using Weblate (Italian)
primes2h Nov 25, 2021
576ea3b
Translated using Weblate (Italian)
primes2h Nov 25, 2021
a1a29c5
account_statement_import_online 14.0.2.0.1
OCA-git-bot Dec 4, 2021
b2e3e64
[IMP] account_statement_import_online[_ponto] improvements.
NL66278 Dec 13, 2021
43092e1
[FIX] *_online Improvements after review
NL66278 Dec 13, 2021
a804918
[UPD] Update account_statement_import_online.pot
oca-travis Feb 18, 2022
aee6c00
account_statement_import_online 14.0.2.1.0
OCA-git-bot Feb 18, 2022
446273e
Update translation files
oca-transbot Feb 18, 2022
e7044e6
[FIX] account_statement_import_online: use unittest.mock and don't im…
yajo Mar 9, 2022
162c381
account_statement_import_online 14.0.2.1.1
OCA-git-bot Mar 10, 2022
829fbef
Add module account_statement_import_base
alexis-via Aug 7, 2022
47c44fb
Migration script field online_raw_data -> raw_data
alexis-via Sep 27, 2022
a264d23
[UPD] Update account_statement_import_online.pot
Sep 29, 2022
6deb67d
Update translation files
oca-transbot Sep 29, 2022
2221aa4
[MIG] Remove 14.0 migration files
NL66278 Jan 27, 2023
62e4071
[MIG]account_statement_import_online: Migration to 15.0
manuelregidor Apr 13, 2022
cacd1e1
[UPD] README.rst
OCA-git-bot May 5, 2022
ff5c1f6
Translated using Weblate (Italian)
francesco-ooops Jan 2, 2023
09ac995
[MIG] account_statement_import_online: Migration to 16.0
NL66278 Jan 27, 2023
b688b62
[DOC] *_online_import: update documentation
NL66278 Jan 30, 2023
9b52dff
[FIX] account_statement_import_online: not require odoo_test_helper
MiquelRForgeFlow Feb 22, 2023
ba7b494
[FIX] *_online_import: update tests
NL66278 Mar 7, 2023
f7e0f2b
[FIX] *_online_import: adjust test and code to 16.0
NL66278 Mar 8, 2023
08650a6
[IMP] *_import_online: put exception logging in separate method
NL66278 Mar 15, 2023
fed4808
[IMP] *_online_import: No empty statements if lines filtered out
NL66278 Mar 15, 2023
b487a83
[CHG] *_online_import: empty statements make no sense anymore
NL66278 Mar 15, 2023
618f3ad
[FIX] *_import_online: correct logging parameters
NL66278 Mar 16, 2023
5c49cca
[FIX] *_import_online: streamlined tests
NL66278 Mar 16, 2023
160ba95
[FIX] *_import_online: add setup
NL66278 Apr 4, 2023
98ec7c4
[FIX] *_import_online: journal_id and service must be editable
NL66278 Apr 5, 2023
d3d3509
[MIG] *_import_online: restore compatibility with previous versions.
NL66278 Sep 15, 2023
9ddf149
[IMP] Adapt account_bank_statement_import_online to 14.0
NL66278 May 28, 2021
a52237c
[FIX] account_statement_import_online: further improvements.
NL66278 Jul 14, 2021
12a0492
[UPD] Update account_statement_import_online_ponto.pot
oca-travis Jul 27, 2021
8f3b30c
[FIX] account_statement_import_online_ponto: fix vals dict to create …
Aug 19, 2021
c9db71c
account_statement_import_online_ponto 14.0.1.0.1
OCA-git-bot Aug 19, 2021
32b74f0
[FIX] account_statement_import_online_ponto: verify TLS
Sep 29, 2021
0ae713d
account_statement_import_online_ponto 14.0.1.0.2
OCA-git-bot Sep 29, 2021
6a95511
Added translation using Weblate (Italian)
primes2h Nov 25, 2021
276dcf3
Translated using Weblate (Italian)
primes2h Nov 25, 2021
4225df2
[IMP] *_online_ponto: code organisation
NL66278 Dec 13, 2021
a3b64a9
[IMP] account_statement_import_online[_ponto] improvements.
NL66278 Dec 13, 2021
175161e
[FIX] *_online Improvements after review
NL66278 Dec 13, 2021
99a689c
Added translation using Weblate (Catalan)
Jan 26, 2022
d752de4
Translated using Weblate (Catalan)
Jan 26, 2022
2ebd39c
account_statement_import_online_ponto 14.0.1.1.0
OCA-git-bot Feb 18, 2022
f902987
Add module account_statement_import_base
alexis-via Aug 7, 2022
e8ba8e5
[IMP] *_online_ponto: forward port 12.0 improvements
NL66278 Oct 2, 2022
795e1e7
ponto: date field to use is now configurable
alexis-via Jan 19, 2023
05880bc
[IMP] *_online_ponto: add timeout to request get and post
NL66278 Jan 20, 2023
8dd6471
[IMP] *_online_ponto: improved data retrieval logic
NL66278 Jan 19, 2023
2ea191a
[MIG]account_statement_import_online_ponto: Migration to 15.0
manuelregidor Apr 13, 2022
9a9d881
[UPD] Update account_statement_import_online_ponto.pot
May 5, 2022
99f17d3
[MIG] account_statement_import_online_ponto: Migration to 16.0
NL66278 Jan 27, 2023
01f85ea
[MIG] *_import_ponto: adjust tests
NL66278 Mar 9, 2023
9af9ea8
[FIX] *_online_ponto: log parameters should be a single dict
NL66278 Mar 15, 2023
5365236
[FIX] *_import_ponto: update setup
NL66278 Apr 4, 2023
3b39ee0
[TST] *_online_ponto: test creating multiple statements
NL66278 Apr 6, 2023
3df4b9b
[IMP] *_online_ponto: make conditions readable in data retrieval
NL66278 Apr 6, 2023
59b6770
[ADD] account_bank_statement_import_online_ofx
JasminSForgeFlow Jan 24, 2023
1fff21e
[IMP] account_bank_statement_import_online_ofx: Add Tests
JasminSForgeFlow Feb 23, 2023
00da047
[IMP] account_statement_import_online_ofx: Change way to import insti…
JasminSForgeFlow Mar 23, 2023
aac410f
[IMP] account_bank_statement_import_online_ofx: add filter on provide…
JasminSForgeFlow Mar 31, 2023
3b84a7c
[IMP] account_bank_statement_import_online_ofx: Delete statement with…
JasminSForgeFlow Apr 6, 2023
cc06b30
[IMP] account_bank_statement_import_online_ofx: Update readme
JasminSForgeFlow Jul 10, 2023
e8dd374
[IMP] account_statement_import_online_ofx: pre-commit stuff
PauBForgeFlow Jul 28, 2023
f5073d9
[MIG] account_statement_import_online: Migration to 16.0
PauBForgeFlow Aug 2, 2023
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2 changes: 1 addition & 1 deletion .pre-commit-config.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -123,7 +123,7 @@ repos:
hooks:
- id: flake8
name: flake8
additional_dependencies: ["flake8-bugbear==21.9.2"]
additional_dependencies: ["flake8-bugbear==21.9.2", "importlib-metadata<5.0.0"]
- repo: https://github.com/OCA/pylint-odoo
rev: 7.0.2
hooks:
Expand Down
131 changes: 131 additions & 0 deletions account_statement_import_online/README.rst
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@@ -0,0 +1,131 @@
======================
Online Bank Statements
======================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
:target: https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online
:alt: OCA/bank-statement-import
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/bank-statement-import-15-0/bank-statement-import-15-0-account_statement_import_online
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/174/15.0
:alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5|

This module provides base for building online bank statements providers.

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure online bank statements provider:

#. Go to *Invoicing > Configuration > Bank Accounts*
#. Open bank account to configure and edit it
#. Set *Bank Feeds* to *Online*
#. Select online bank statements provider in *Online Bank Statements (OCA)*
section
#. Save the bank account
#. Click on provider and configure provider-specific settings.

or, alternatively:

#. Go to *Invoicing > Overview*
#. Open settings of the corresponding journal account
#. Switch to *Bank Account* tab
#. Set *Bank Feeds* to *Online*
#. Select online bank statements provider in *Online Bank Statements (OCA)*
section
#. Save the bank account
#. Click on provider and configure provider-specific settings.

If you want to allow empty bank statements to be created every time the
information is pulled, you can check the option "Allow empty statements"
at the provider configuration level.

**NOTE**: To access these features, user needs to belong to
*Show Full Accounting Features* group.

Usage
=====

To pull historical bank statements:

#. Go to *Invoicing > Configuration > Bank Accounts*
#. Select specific bank accounts
#. Launch *Actions > Online Bank Statements Pull Wizard*
#. Configure date interval and click *Pull*

**NOTE**: To access these features, user needs to belong to
*Show Full Accounting Features* group.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* CorporateHub

Contributors
~~~~~~~~~~~~

* `CorporateHub <https://corporatehub.eu/>`__

* Alexey Pelykh <[email protected]>

* `Therp BV <https://therp.nl/>`__

* Ronald Portier <[email protected]>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
:target: https://github.com/alexey-pelykh
:alt: alexey-pelykh

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-alexey-pelykh|

This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions account_statement_import_online/__init__.py
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@@ -0,0 +1,4 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from . import models
from . import wizards
28 changes: 28 additions & 0 deletions account_statement_import_online/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,28 @@
# Copyright 2019-2020 Brainbean Apps (https://brainbeanapps.com)
# Copyright 2020 CorporateHub (https://corporatehub.eu)
# Copyright 2023 Therp BV (https://therp.nl)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Online Bank Statements",
"version": "16.0.1.0.0",
"author": "CorporateHub, Odoo Community Association (OCA)",
"maintainers": ["alexey-pelykh"],
"website": "https://github.com/OCA/bank-statement-import",
"license": "AGPL-3",
"category": "Accounting",
"summary": "Online bank statements update",
"depends": [
"account_statement_import_base",
],
"data": [
"data/account_statement_import_online.xml",
"security/ir.model.access.csv",
"security/online_bank_statement_provider.xml",
"wizards/online_bank_statement_pull_wizard.xml",
"views/actions.xml",
"views/account_journal.xml",
"views/online_bank_statement_provider.xml",
],
"installable": True,
}
Original file line number Diff line number Diff line change
@@ -0,0 +1,22 @@
<?xml version="1.0" ?>
<!--
Copyright 2019 Brainbean Apps (https://brainbeanapps.com)
Copyright 2019 Dataplug (https://dataplug.io)
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
-->
<odoo noupdate="1">
<record model="ir.cron" id="ir_cron_account_pull_online_bank_statements">
<field name="name">Pull Online Bank Statements</field>
<field name="interval_number">1</field>
<field name="interval_type">hours</field>
<field name="numbercall">-1</field>
<field name="state">code</field>
<field name="nextcall">2019-01-01 00:10:00</field>
<field name="doall" eval="False" />
<field
name="model_id"
ref="account_statement_import_online.model_online_bank_statement_provider"
/>
<field name="code">model._scheduled_pull()</field>
</record>
</odoo>
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