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[ADD] account_statement_import_online_gocardless
This module provides online bank statements from GoCardless Bank Account Data, which provides a free API for connecting and getting transactions for bank accounts. TT45760 Co-Authored-By: Christopher Ormaza <chris.ormaza@forgeflow.com> Co-Authored-By: Jordi Ballester <jordi.ballester@forgeflow.com>
This commit is contained in:
Pedro M. Baeza
committed by
Enric Tobella
Enric Tobella
parent
b92378f878
commit
29f1ace32e
145
account_statement_import_online_gocardless/README.rst
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145
account_statement_import_online_gocardless/README.rst
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==================================
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Online Bank Statements: GoCardless
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==================================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:5523e4b06eaa38f0f74b6181f2043b93037f673d8a5038474c13dc323f1492ac
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
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:target: https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online_gocardless
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:alt: OCA/bank-statement-import
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/bank-statement-import-15-0/bank-statement-import-15-0-account_statement_import_online_gocardless
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=15.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module provides online bank statements from GoCardless Bank Account Data,
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which provides a free API for connecting and getting transactions for bank
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accounts.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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On the GoCardless website
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~~~~~~~~~~~~~~~~~~~~~~~~~
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#. Go to https://bankaccountdata.gocardless.com, and create or login into your
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"GoCardLess Bank Account Data" account.
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#. Go to Developers > User secrets option on the left.
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#. Click on the "+ Create new" button on the bottom part.
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#. Put a name to the user secret (eg. Odoo), and optionally limit it to certain
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IPs using CIDR subnet notation.
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#. Copy or download the secret ID and key for later use. The second one won't be
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available anymore, so make sure you don't forget this step.
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On Odoo
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~~~~~~~
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To configure online bank statements provider:
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#. Add your user to the "Full Accounting Settings" group.
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#. Go to *Invoicing > Configuration > Accounting > Journals*.
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#. Select the journal representing your bank account (or create it).
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#. The bank account number should be properly introduced.
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#. Set *Bank Feeds* to *Online (OCA)*.
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#. Select *GoCardless* as online bank statements provider in
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*Online Bank Statements (OCA)* section.
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#. Save the journal
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#. Click on the created provider.
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#. Put your secret ID and secret key on the existing fields.
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#. Click on the button "Select Bank Account Identifier".
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.. image:: https://raw.githubusercontent.com/OCA/bank-statement-import/15.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif
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#. A new window will appear for selecting the bank entity.
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.. image:: https://raw.githubusercontent.com/OCA/bank-statement-import/15.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif
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#. Select it, and you will be redirected to the selected entity for introducing
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your bank credentials to allow the connection.
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#. If the process is completed, and the bank account linked to the journal is
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accessible, you'll be again redirected to the online provider form, and
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everything will be linked and ready to start the transaction pulling. A
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message is logged about it on the chatter.
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#. If not, an error message will be logged either in the chatter.
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Usage
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=====
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To pull historical bank statements:
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#. Go to *Invoicing > Configuration > Accounting > Journals*.
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#. Select the journal representing your bank account.
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#. Launch *Actions > Online Bank Statements Pull Wizard*
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#. Configure date interval and click on *Pull*.
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If historical data is not needed, then just simply wait for the scheduled
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activity "Pull Online Bank Statements" to be executed for getting new
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transactions.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online_gocardless%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* ForgeFlow
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* Tecnativa
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Contributors
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~~~~~~~~~~~~
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* `ForgeFlow <https://www.forgeflow.com>`__:
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* Christopher Ormaza
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* Jordi Ballester
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* `Tecnativa <https://www.tecnativa.com>`__:
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* Pedro M. Baeza
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online_gocardless>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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4
account_statement_import_online_gocardless/__init__.py
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4
account_statement_import_online_gocardless/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from . import models
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from . import controllers
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30
account_statement_import_online_gocardless/__manifest__.py
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30
account_statement_import_online_gocardless/__manifest__.py
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# Copyright 2022 ForgeFlow S.L.
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# Copyright 2023 Tecnativa - Pedro M. Baeza
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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{
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"name": "Online Bank Statements: GoCardless",
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"version": "15.0.1.0.0",
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"category": "Account",
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"website": "https://github.com/OCA/bank-statement-import",
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"author": "ForgeFlow, Tecnativa, Odoo Community Association (OCA)",
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"license": "AGPL-3",
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"installable": True,
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"depends": [
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"account_statement_import_online",
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],
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"data": ["view/online_bank_statement_provider.xml"],
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"assets": {
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"web.assets_backend": [
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"account_statement_import_online_gocardless/static/src/"
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"lib/gocardless-ui/selector.css",
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"account_statement_import_online_gocardless/static/src/"
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"lib/gocardless-ui/selector.js",
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"account_statement_import_online_gocardless/static/src/"
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"js/select_bank_widget.js",
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],
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"web.assets_qweb": [
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"account_statement_import_online_gocardless/static/src/xml"
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"/select_bank_widget.xml"
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],
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},
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}
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from . import main
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# Copyright 2022 ForgeFlow S.L.
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# Copyright 2023 Tecnativa - Pedro M. Baeza
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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import werkzeug
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from werkzeug.urls import url_encode
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from odoo import http
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from odoo.http import request
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class GocardlessController(http.Controller):
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@http.route("/gocardless/response", type="http", auth="public", csrf=False)
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def gocardless_response(self, **post):
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Provider = request.env["online.bank.statement.provider"].sudo()
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current_provider = Provider.search(
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[("gocardless_requisition_ref", "=", post["ref"])]
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)
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params = {
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"action": request.env.ref(
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"account_statement_import_online.online_bank_statement_provider_action"
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).id,
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"model": "online.bank.statement.provider",
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}
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if current_provider:
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current_provider._gocardless_finish_requisition()
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params.update(
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{
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"view_type": "form",
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"id": current_provider.id,
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}
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)
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else:
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params["view_type"] = "list"
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return werkzeug.utils.redirect("/web#" + url_encode(params), 303)
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@@ -0,0 +1,3 @@
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from . import online_bank_statement_provider
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@@ -0,0 +1,353 @@
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# Copyright 2022 ForgeFlow S.L.
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# Copyright 2023 Tecnativa - Pedro M. Baeza
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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import json
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from datetime import datetime
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from uuid import uuid4
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import requests
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from dateutil.relativedelta import relativedelta
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from werkzeug.urls import url_join
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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from odoo.tools import DEFAULT_SERVER_DATE_FORMAT as DF
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GOCARDLESS_ENDPOINT = "https://bankaccountdata.gocardless.com/api/v2"
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class OnlineBankStatementProvider(models.Model):
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_inherit = "online.bank.statement.provider"
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gocardless_token = fields.Char(readonly=True)
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gocardless_token_expiration = fields.Datetime(readonly=True)
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gocardless_refresh_token = fields.Char(readonly=True)
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gocardless_refresh_expiration = fields.Datetime(readonly=True)
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gocardless_requisition_ref = fields.Char(readonly=True)
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gocardless_requisition_id = fields.Char(readonly=True)
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gocardless_requisition_expiration = fields.Datetime(readonly=True)
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gocardless_institution_id = fields.Char()
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gocardless_account_id = fields.Char()
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def gocardless_reset_requisition(self):
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self.write(
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{
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"gocardless_requisition_id": False,
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"gocardless_requisition_ref": False,
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"gocardless_requisition_expiration": False,
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}
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)
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@api.model
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def _get_available_services(self):
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"""Include the new service GoCardless in the online providers."""
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return super()._get_available_services() + [
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("gocardless", "GoCardless"),
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]
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def _gocardless_get_token(self):
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"""Resolve and return the corresponding GoCardless token for doing the requests.
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If there's still no token, it's requested. If it exists, but it's expired and
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the refresh token isn't, a refresh is requested.
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"""
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self.ensure_one()
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now = fields.Datetime.now()
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if not self.gocardless_token or now > self.gocardless_token_expiration:
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# Refresh token
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if (
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self.gocardless_refresh_token
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and now > self.gocardless_refresh_expiration
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):
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url = f"{GOCARDLESS_ENDPOINT}/token/refresh/"
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else:
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url = f"{GOCARDLESS_ENDPOINT}/token/new/"
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response = requests.post(
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url,
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data=json.dumps(
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{"secret_id": self.username, "secret_key": self.password}
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),
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headers=self._gocardless_get_headers(basic=True),
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)
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data = {}
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if response.status_code == 200:
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data = json.loads(response.text)
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expiration_date = now + relativedelta(seconds=data.get("access_expires", 0))
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vals = {
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"gocardless_token": data.get("access", False),
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"gocardless_token_expiration": expiration_date,
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}
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if data.get("refresh"):
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vals["gocardless_refresh_token"] = data["refresh"]
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vals["gocardless_refresh_expiration"] = now + relativedelta(
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seconds=data["refresh_expires"]
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)
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self.sudo().write(vals)
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return self.gocardless_token
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def _gocardless_get_headers(self, basic=False):
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"""Generic method for providing the needed request headers."""
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self.ensure_one()
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headers = {
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"accept": "application/json",
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"Content-Type": "application/json",
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}
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if not basic:
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headers["Authorization"] = f"Bearer {self._gocardless_get_token()}"
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return headers
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def action_select_gocardless_bank(self):
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if not self.journal_id.bank_account_id:
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raise UserError(
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_("To continue configure bank account on journal %s")
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% (self.journal_id.display_name)
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)
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country = self.journal_id.bank_account_id.company_id.country_id
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response = requests.get(
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f"{GOCARDLESS_ENDPOINT}/institutions/",
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params={"country": country.code},
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headers=self._gocardless_get_headers(),
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)
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if response.status_code == 400:
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raise UserError(_("Incorrect country code or country not supported."))
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institutions = json.loads(response.text)
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# Prepare data for being showed in the JS widget
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ctx = self.env.context.copy()
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ctx.update(
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{
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"dialog_size": "medium",
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"country": country.code,
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"country_name": country.name,
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"provider_id": self.id,
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"institutions": institutions,
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"country_names": [{"code": country.code, "name": country.name}],
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}
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)
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return {
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"type": "ir.actions.client",
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"tag": "online_sync_institution_selector_gocardless",
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"name": _("Select Bank of your Account"),
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"params": {},
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"target": "new",
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"context": ctx,
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}
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def action_check_gocardless_agreement(self):
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self.ensure_one()
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self.gocardless_requisition_ref = str(uuid4())
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base_url = self.env["ir.config_parameter"].sudo().get_param("web.base.url")
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redirect_url = url_join(base_url, "gocardless/response")
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response = requests.post(
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f"{GOCARDLESS_ENDPOINT}/requisitions/",
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data=json.dumps(
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{
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"redirect": redirect_url,
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"institution_id": self.gocardless_institution_id,
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"reference": self.gocardless_requisition_ref,
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}
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),
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headers=self._gocardless_get_headers(),
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)
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if response.status_code == 201:
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requisition_data = json.loads(response.text)
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self.gocardless_requisition_id = requisition_data["id"]
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# JS code expects here to return a plain link or nothing
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return requisition_data["link"]
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def _gocardless_finish_requisition(self):
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"""Once the requisiton to the bank institution has been made, and this is called
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from the controller assigned to the redirect URL, we check that the IBAN account
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of the linked journal is included in the accessible bank accounts, and if so,
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we set the rest of the needed data.
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A message in the chatter is logged both for sucessful or failed operation.
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"""
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self.ensure_one()
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requisition_response = requests.get(
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f"{GOCARDLESS_ENDPOINT}/requisitions/{self.gocardless_requisition_id}/",
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headers=self._gocardless_get_headers(),
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)
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requisition_data = json.loads(requisition_response.text)
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accounts = requisition_data.get("accounts", [])
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found_account = False
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accounts_iban = []
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for account_id in accounts:
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account_response = requests.get(
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f"{GOCARDLESS_ENDPOINT}/accounts/{account_id}/",
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headers=self._gocardless_get_headers(),
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)
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if account_response.status_code == 200:
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account_data = json.loads(account_response.text)
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accounts_iban.append(account_data["iban"])
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if (
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self.journal_id.bank_account_id.sanitized_acc_number
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== account_data["iban"]
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):
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found_account = True
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self.gocardless_account_id = account_data["id"]
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break
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if found_account:
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agreement_response = requests.get(
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f"{GOCARDLESS_ENDPOINT}/agreements/enduser/"
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f"{requisition_data['agreement']}/",
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headers=self._gocardless_get_headers(),
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)
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agreement_data = json.loads(agreement_response.text)
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self.gocardless_requisition_expiration = datetime.strptime(
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agreement_data["accepted"], "%Y-%m-%dT%H:%M:%S.%fZ"
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) + relativedelta(days=agreement_data["access_valid_for_days"])
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self.sudo().message_post(
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||||
body=_("Your account number %(iban_number)s is successfully attached.")
|
||||
% {"iban_number": self.journal_id.bank_account_id.display_name}
|
||||
)
|
||||
else:
|
||||
self.sudo().write(
|
||||
{
|
||||
"gocardless_requisition_expiration": False,
|
||||
"gocardless_requisition_id": False,
|
||||
"gocardless_requisition_ref": False,
|
||||
}
|
||||
)
|
||||
self.sudo().message_post(
|
||||
body=_(
|
||||
"Your account number %(iban_number)s it's not in the IBAN "
|
||||
"account numbers found %(accounts_iban)s, please check"
|
||||
)
|
||||
% {
|
||||
"iban_number": self.journal_id.bank_account_id.display_name,
|
||||
"accounts_iban": " / ".join(accounts_iban),
|
||||
}
|
||||
)
|
||||
|
||||
def _obtain_statement_data(self, date_since, date_until):
|
||||
"""Generic online cron overrided for acting when the sync is for GoCardless."""
|
||||
self.ensure_one()
|
||||
if self.service == "gocardless":
|
||||
return self._gocardless_obtain_statement_data(date_since, date_until)
|
||||
return super()._obtain_statement_data(date_since, date_until)
|
||||
|
||||
def _gocardless_request_transactions(self, date_since, date_until):
|
||||
"""Method for requesting GoCardless transactions.
|
||||
Isolated for being mocked in tests.
|
||||
"""
|
||||
# We can't query dates in the future in GoCardless
|
||||
now = fields.Datetime.now()
|
||||
if now > date_since and now < date_until:
|
||||
date_until = now
|
||||
transaction_response = requests.get(
|
||||
f"{GOCARDLESS_ENDPOINT}/accounts/"
|
||||
f"{self.gocardless_account_id}/transactions/",
|
||||
params={
|
||||
"date_from": date_since.strftime(DF),
|
||||
"date_to": date_until.strftime(DF),
|
||||
},
|
||||
headers=self._gocardless_get_headers(),
|
||||
)
|
||||
if transaction_response.status_code == 200:
|
||||
return json.loads(transaction_response.text)
|
||||
return {}
|
||||
|
||||
def _gocardless_obtain_statement_data(self, date_since, date_until):
|
||||
"""Called from the cron or the manual pull wizard to obtain transactions for
|
||||
the given period.
|
||||
"""
|
||||
self.ensure_one()
|
||||
if not self.gocardless_account_id:
|
||||
return
|
||||
currency_model = self.env["res.currency"]
|
||||
if self.gocardless_requisition_expiration <= fields.Datetime.now():
|
||||
self.sudo().message_post(
|
||||
body=_(
|
||||
"You should renew the authorization process with your bank "
|
||||
"institution for GoCardless."
|
||||
)
|
||||
)
|
||||
return [], {}
|
||||
own_acc_number = self.journal_id.bank_account_id.sanitized_acc_number
|
||||
transactions = self._gocardless_request_transactions(date_since, date_until)
|
||||
res = []
|
||||
sequence = 0
|
||||
currencies_cache = {}
|
||||
for tr in transactions.get("transactions", {}).get("booked", []):
|
||||
# Reference: https://developer.gocardless.com/bank-account-data/transactions
|
||||
string_date = tr.get("bookingDate") or tr.get("valueDate")
|
||||
# CHECK ME: if there's not date string, is transaction still valid?
|
||||
if not string_date:
|
||||
continue
|
||||
current_date = fields.Date.from_string(string_date)
|
||||
sequence += 1
|
||||
amount = float(tr.get("transactionAmount", {}).get("amount", 0.0))
|
||||
currency_code = tr.get("transactionAmount", {}).get(
|
||||
"currency", self.journal_id.currency_id.name
|
||||
)
|
||||
currency = currencies_cache.get(currency_code)
|
||||
if not currency:
|
||||
currency = currency_model.search([("name", "=", currency_code)])
|
||||
currencies_cache[currency_code] = currency
|
||||
amount_currency = amount
|
||||
if (
|
||||
currency
|
||||
and self.journal_id.currency_id
|
||||
and currency != self.journal_id.currency_id
|
||||
):
|
||||
amount_currency = currency._convert(
|
||||
amount,
|
||||
self.journal_id.currency_id,
|
||||
self.journal_id.company_id,
|
||||
current_date,
|
||||
)
|
||||
if amount_currency >= 0:
|
||||
partner_name = tr.get("debtorName", False)
|
||||
else:
|
||||
partner_name = tr.get("creditorName", False)
|
||||
account_number = tr.get("debtorAccount", {}).get("iban") or tr.get(
|
||||
"creditorAccount", {}
|
||||
).get("iban", False)
|
||||
if account_number == own_acc_number:
|
||||
account_number = False # Discard own bank account number
|
||||
res.append(
|
||||
{
|
||||
"sequence": sequence,
|
||||
"date": current_date,
|
||||
"ref": partner_name or "/",
|
||||
"payment_ref": tr.get(
|
||||
"remittanceInformationUnstructured", partner_name
|
||||
),
|
||||
"unique_import_id": tr.get("entryReference", False)
|
||||
or tr.get("transactionId", False),
|
||||
"amount": amount_currency,
|
||||
"account_number": account_number,
|
||||
"partner_name": partner_name,
|
||||
"transaction_type": tr.get("bankTransactionCode", ""),
|
||||
"narration": self._gocardless_get_note(tr),
|
||||
}
|
||||
)
|
||||
return res, {}
|
||||
|
||||
def _gocardless_get_note(self, tr):
|
||||
"""Override to get different notes."""
|
||||
note_elements = [
|
||||
"additionalInformation",
|
||||
"balanceAfterTransaction",
|
||||
"bankTransactionCode",
|
||||
"bookingDate",
|
||||
"checkId",
|
||||
"creditorAccount",
|
||||
"creditorAgent",
|
||||
"creditorId",
|
||||
"creditorName",
|
||||
"currencyExchange",
|
||||
"debtorAccount",
|
||||
"debtorAgent",
|
||||
"debtorName",
|
||||
"entryReference",
|
||||
"mandateId",
|
||||
"proprietaryBank",
|
||||
"remittanceInformation Unstructured",
|
||||
"transactionAmount",
|
||||
"transactionId",
|
||||
"ultimateCreditor",
|
||||
"ultimateDebtor",
|
||||
"valueDate",
|
||||
]
|
||||
notes = [str(tr[element]) for element in note_elements if tr.get(element)]
|
||||
return "\n".join(notes)
|
||||
@@ -0,0 +1,42 @@
|
||||
On the GoCardless website
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
#. Go to https://bankaccountdata.gocardless.com, and create or login into your
|
||||
"GoCardLess Bank Account Data" account.
|
||||
#. Go to Developers > User secrets option on the left.
|
||||
#. Click on the "+ Create new" button on the bottom part.
|
||||
#. Put a name to the user secret (eg. Odoo), and optionally limit it to certain
|
||||
IPs using CIDR subnet notation.
|
||||
#. Copy or download the secret ID and key for later use. The second one won't be
|
||||
available anymore, so make sure you don't forget this step.
|
||||
|
||||
On Odoo
|
||||
~~~~~~~
|
||||
|
||||
To configure online bank statements provider:
|
||||
|
||||
#. Add your user to the "Full Accounting Settings" group.
|
||||
#. Go to *Invoicing > Configuration > Accounting > Journals*.
|
||||
#. Select the journal representing your bank account (or create it).
|
||||
#. The bank account number should be properly introduced.
|
||||
#. Set *Bank Feeds* to *Online (OCA)*.
|
||||
#. Select *GoCardless* as online bank statements provider in
|
||||
*Online Bank Statements (OCA)* section.
|
||||
#. Save the journal
|
||||
#. Click on the created provider.
|
||||
#. Put your secret ID and secret key on the existing fields.
|
||||
#. Click on the button "Select Bank Account Identifier".
|
||||
|
||||
.. image:: ../static/img/gocardless_configuration.gif
|
||||
|
||||
#. A new window will appear for selecting the bank entity.
|
||||
|
||||
.. image:: ../static/img/gocardless_bank_selection.gif
|
||||
|
||||
#. Select it, and you will be redirected to the selected entity for introducing
|
||||
your bank credentials to allow the connection.
|
||||
#. If the process is completed, and the bank account linked to the journal is
|
||||
accessible, you'll be again redirected to the online provider form, and
|
||||
everything will be linked and ready to start the transaction pulling. A
|
||||
message is logged about it on the chatter.
|
||||
#. If not, an error message will be logged either in the chatter.
|
||||
@@ -0,0 +1,7 @@
|
||||
* `ForgeFlow <https://www.forgeflow.com>`__:
|
||||
|
||||
* Christopher Ormaza
|
||||
* Jordi Ballester
|
||||
* `Tecnativa <https://www.tecnativa.com>`__:
|
||||
|
||||
* Pedro M. Baeza
|
||||
@@ -0,0 +1,3 @@
|
||||
This module provides online bank statements from GoCardless Bank Account Data,
|
||||
which provides a free API for connecting and getting transactions for bank
|
||||
accounts.
|
||||
10
account_statement_import_online_gocardless/readme/USAGE.rst
Normal file
10
account_statement_import_online_gocardless/readme/USAGE.rst
Normal file
@@ -0,0 +1,10 @@
|
||||
To pull historical bank statements:
|
||||
|
||||
#. Go to *Invoicing > Configuration > Accounting > Journals*.
|
||||
#. Select the journal representing your bank account.
|
||||
#. Launch *Actions > Online Bank Statements Pull Wizard*
|
||||
#. Configure date interval and click on *Pull*.
|
||||
|
||||
If historical data is not needed, then just simply wait for the scheduled
|
||||
activity "Pull Online Bank Statements" to be executed for getting new
|
||||
transactions.
|
||||
Binary file not shown.
|
After Width: | Height: | Size: 9.0 KiB |
@@ -0,0 +1,508 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
||||
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
|
||||
<title>Online Bank Statements: GoCardless</title>
|
||||
<style type="text/css">
|
||||
|
||||
/*
|
||||
:Author: David Goodger (goodger@python.org)
|
||||
:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
|
||||
:Copyright: This stylesheet has been placed in the public domain.
|
||||
|
||||
Default cascading style sheet for the HTML output of Docutils.
|
||||
|
||||
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
|
||||
customize this style sheet.
|
||||
*/
|
||||
|
||||
/* used to remove borders from tables and images */
|
||||
.borderless, table.borderless td, table.borderless th {
|
||||
border: 0 }
|
||||
|
||||
table.borderless td, table.borderless th {
|
||||
/* Override padding for "table.docutils td" with "! important".
|
||||
The right padding separates the table cells. */
|
||||
padding: 0 0.5em 0 0 ! important }
|
||||
|
||||
.first {
|
||||
/* Override more specific margin styles with "! important". */
|
||||
margin-top: 0 ! important }
|
||||
|
||||
.last, .with-subtitle {
|
||||
margin-bottom: 0 ! important }
|
||||
|
||||
.hidden {
|
||||
display: none }
|
||||
|
||||
.subscript {
|
||||
vertical-align: sub;
|
||||
font-size: smaller }
|
||||
|
||||
.superscript {
|
||||
vertical-align: super;
|
||||
font-size: smaller }
|
||||
|
||||
a.toc-backref {
|
||||
text-decoration: none ;
|
||||
color: black }
|
||||
|
||||
blockquote.epigraph {
|
||||
margin: 2em 5em ; }
|
||||
|
||||
dl.docutils dd {
|
||||
margin-bottom: 0.5em }
|
||||
|
||||
object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
/* Uncomment (and remove this text!) to get bold-faced definition list terms
|
||||
dl.docutils dt {
|
||||
font-weight: bold }
|
||||
*/
|
||||
|
||||
div.abstract {
|
||||
margin: 2em 5em }
|
||||
|
||||
div.abstract p.topic-title {
|
||||
font-weight: bold ;
|
||||
text-align: center }
|
||||
|
||||
div.admonition, div.attention, div.caution, div.danger, div.error,
|
||||
div.hint, div.important, div.note, div.tip, div.warning {
|
||||
margin: 2em ;
|
||||
border: medium outset ;
|
||||
padding: 1em }
|
||||
|
||||
div.admonition p.admonition-title, div.hint p.admonition-title,
|
||||
div.important p.admonition-title, div.note p.admonition-title,
|
||||
div.tip p.admonition-title {
|
||||
font-weight: bold ;
|
||||
font-family: sans-serif }
|
||||
|
||||
div.attention p.admonition-title, div.caution p.admonition-title,
|
||||
div.danger p.admonition-title, div.error p.admonition-title,
|
||||
div.warning p.admonition-title, .code .error {
|
||||
color: red ;
|
||||
font-weight: bold ;
|
||||
font-family: sans-serif }
|
||||
|
||||
/* Uncomment (and remove this text!) to get reduced vertical space in
|
||||
compound paragraphs.
|
||||
div.compound .compound-first, div.compound .compound-middle {
|
||||
margin-bottom: 0.5em }
|
||||
|
||||
div.compound .compound-last, div.compound .compound-middle {
|
||||
margin-top: 0.5em }
|
||||
*/
|
||||
|
||||
div.dedication {
|
||||
margin: 2em 5em ;
|
||||
text-align: center ;
|
||||
font-style: italic }
|
||||
|
||||
div.dedication p.topic-title {
|
||||
font-weight: bold ;
|
||||
font-style: normal }
|
||||
|
||||
div.figure {
|
||||
margin-left: 2em ;
|
||||
margin-right: 2em }
|
||||
|
||||
div.footer, div.header {
|
||||
clear: both;
|
||||
font-size: smaller }
|
||||
|
||||
div.line-block {
|
||||
display: block ;
|
||||
margin-top: 1em ;
|
||||
margin-bottom: 1em }
|
||||
|
||||
div.line-block div.line-block {
|
||||
margin-top: 0 ;
|
||||
margin-bottom: 0 ;
|
||||
margin-left: 1.5em }
|
||||
|
||||
div.sidebar {
|
||||
margin: 0 0 0.5em 1em ;
|
||||
border: medium outset ;
|
||||
padding: 1em ;
|
||||
background-color: #ffffee ;
|
||||
width: 40% ;
|
||||
float: right ;
|
||||
clear: right }
|
||||
|
||||
div.sidebar p.rubric {
|
||||
font-family: sans-serif ;
|
||||
font-size: medium }
|
||||
|
||||
div.system-messages {
|
||||
margin: 5em }
|
||||
|
||||
div.system-messages h1 {
|
||||
color: red }
|
||||
|
||||
div.system-message {
|
||||
border: medium outset ;
|
||||
padding: 1em }
|
||||
|
||||
div.system-message p.system-message-title {
|
||||
color: red ;
|
||||
font-weight: bold }
|
||||
|
||||
div.topic {
|
||||
margin: 2em }
|
||||
|
||||
h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
|
||||
h4.section-subtitle, h5.section-subtitle, h6.section-subtitle {
|
||||
margin-top: 0.4em }
|
||||
|
||||
h1.title {
|
||||
text-align: center }
|
||||
|
||||
h2.subtitle {
|
||||
text-align: center }
|
||||
|
||||
hr.docutils {
|
||||
width: 75% }
|
||||
|
||||
img.align-left, .figure.align-left, object.align-left, table.align-left {
|
||||
clear: left ;
|
||||
float: left ;
|
||||
margin-right: 1em }
|
||||
|
||||
img.align-right, .figure.align-right, object.align-right, table.align-right {
|
||||
clear: right ;
|
||||
float: right ;
|
||||
margin-left: 1em }
|
||||
|
||||
img.align-center, .figure.align-center, object.align-center {
|
||||
display: block;
|
||||
margin-left: auto;
|
||||
margin-right: auto;
|
||||
}
|
||||
|
||||
table.align-center {
|
||||
margin-left: auto;
|
||||
margin-right: auto;
|
||||
}
|
||||
|
||||
.align-left {
|
||||
text-align: left }
|
||||
|
||||
.align-center {
|
||||
clear: both ;
|
||||
text-align: center }
|
||||
|
||||
.align-right {
|
||||
text-align: right }
|
||||
|
||||
/* reset inner alignment in figures */
|
||||
div.align-right {
|
||||
text-align: inherit }
|
||||
|
||||
/* div.align-center * { */
|
||||
/* text-align: left } */
|
||||
|
||||
.align-top {
|
||||
vertical-align: top }
|
||||
|
||||
.align-middle {
|
||||
vertical-align: middle }
|
||||
|
||||
.align-bottom {
|
||||
vertical-align: bottom }
|
||||
|
||||
ol.simple, ul.simple {
|
||||
margin-bottom: 1em }
|
||||
|
||||
ol.arabic {
|
||||
list-style: decimal }
|
||||
|
||||
ol.loweralpha {
|
||||
list-style: lower-alpha }
|
||||
|
||||
ol.upperalpha {
|
||||
list-style: upper-alpha }
|
||||
|
||||
ol.lowerroman {
|
||||
list-style: lower-roman }
|
||||
|
||||
ol.upperroman {
|
||||
list-style: upper-roman }
|
||||
|
||||
p.attribution {
|
||||
text-align: right ;
|
||||
margin-left: 50% }
|
||||
|
||||
p.caption {
|
||||
font-style: italic }
|
||||
|
||||
p.credits {
|
||||
font-style: italic ;
|
||||
font-size: smaller }
|
||||
|
||||
p.label {
|
||||
white-space: nowrap }
|
||||
|
||||
p.rubric {
|
||||
font-weight: bold ;
|
||||
font-size: larger ;
|
||||
color: maroon ;
|
||||
text-align: center }
|
||||
|
||||
p.sidebar-title {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold ;
|
||||
font-size: larger }
|
||||
|
||||
p.sidebar-subtitle {
|
||||
font-family: sans-serif ;
|
||||
font-weight: bold }
|
||||
|
||||
p.topic-title {
|
||||
font-weight: bold }
|
||||
|
||||
pre.address {
|
||||
margin-bottom: 0 ;
|
||||
margin-top: 0 ;
|
||||
font: inherit }
|
||||
|
||||
pre.literal-block, pre.doctest-block, pre.math, pre.code {
|
||||
margin-left: 2em ;
|
||||
margin-right: 2em }
|
||||
|
||||
pre.code .ln { color: grey; } /* line numbers */
|
||||
pre.code, code { background-color: #eeeeee }
|
||||
pre.code .comment, code .comment { color: #5C6576 }
|
||||
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
|
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||||
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||||
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|
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|
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||||
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||||
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||||
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|
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|
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|
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|
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/* font-size relative to parent (h1..h6 element) */
|
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|
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||||
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|
||||
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|
||||
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|
||||
|
||||
table.docinfo {
|
||||
margin: 2em 4em }
|
||||
|
||||
table.docutils {
|
||||
margin-top: 0.5em ;
|
||||
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|
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|
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|
||||
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||||
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|
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|
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|
||||
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|
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|
||||
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|
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|
||||
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
||||
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|
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|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="online-bank-statements-gocardless">
|
||||
<h1 class="title">Online Bank Statements: GoCardless</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:5523e4b06eaa38f0f74b6181f2043b93037f673d8a5038474c13dc323f1492ac
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online_gocardless"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/bank-statement-import-15-0/bank-statement-import-15-0-account_statement_import_online_gocardless"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=15.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module provides online bank statements from GoCardless Bank Account Data,
|
||||
which provides a free API for connecting and getting transactions for bank
|
||||
accounts.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a><ul>
|
||||
<li><a class="reference internal" href="#on-the-gocardless-website" id="toc-entry-2">On the GoCardless website</a></li>
|
||||
<li><a class="reference internal" href="#on-odoo" id="toc-entry-3">On Odoo</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a class="reference internal" href="#usage" id="toc-entry-4">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-5">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-6">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-7">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-8">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-9">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
|
||||
<div class="section" id="on-the-gocardless-website">
|
||||
<h2><a class="toc-backref" href="#toc-entry-2">On the GoCardless website</a></h2>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to <a class="reference external" href="https://bankaccountdata.gocardless.com">https://bankaccountdata.gocardless.com</a>, and create or login into your
|
||||
“GoCardLess Bank Account Data” account.</li>
|
||||
<li>Go to Developers > User secrets option on the left.</li>
|
||||
<li>Click on the “+ Create new” button on the bottom part.</li>
|
||||
<li>Put a name to the user secret (eg. Odoo), and optionally limit it to certain
|
||||
IPs using CIDR subnet notation.</li>
|
||||
<li>Copy or download the secret ID and key for later use. The second one won’t be
|
||||
available anymore, so make sure you don’t forget this step.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="on-odoo">
|
||||
<h2><a class="toc-backref" href="#toc-entry-3">On Odoo</a></h2>
|
||||
<p>To configure online bank statements provider:</p>
|
||||
<ol class="arabic">
|
||||
<li><p class="first">Add your user to the “Full Accounting Settings” group.</p>
|
||||
</li>
|
||||
<li><p class="first">Go to <em>Invoicing > Configuration > Accounting > Journals</em>.</p>
|
||||
</li>
|
||||
<li><p class="first">Select the journal representing your bank account (or create it).</p>
|
||||
</li>
|
||||
<li><p class="first">The bank account number should be properly introduced.</p>
|
||||
</li>
|
||||
<li><p class="first">Set <em>Bank Feeds</em> to <em>Online (OCA)</em>.</p>
|
||||
</li>
|
||||
<li><p class="first">Select <em>GoCardless</em> as online bank statements provider in
|
||||
<em>Online Bank Statements (OCA)</em> section.</p>
|
||||
</li>
|
||||
<li><p class="first">Save the journal</p>
|
||||
</li>
|
||||
<li><p class="first">Click on the created provider.</p>
|
||||
</li>
|
||||
<li><p class="first">Put your secret ID and secret key on the existing fields.</p>
|
||||
</li>
|
||||
<li><p class="first">Click on the button “Select Bank Account Identifier”.</p>
|
||||
<img alt="https://raw.githubusercontent.com/OCA/bank-statement-import/15.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif" src="https://raw.githubusercontent.com/OCA/bank-statement-import/15.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif" />
|
||||
</li>
|
||||
<li><p class="first">A new window will appear for selecting the bank entity.</p>
|
||||
<img alt="https://raw.githubusercontent.com/OCA/bank-statement-import/15.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif" src="https://raw.githubusercontent.com/OCA/bank-statement-import/15.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif" />
|
||||
</li>
|
||||
<li><p class="first">Select it, and you will be redirected to the selected entity for introducing
|
||||
your bank credentials to allow the connection.</p>
|
||||
</li>
|
||||
<li><p class="first">If the process is completed, and the bank account linked to the journal is
|
||||
accessible, you’ll be again redirected to the online provider form, and
|
||||
everything will be linked and ready to start the transaction pulling. A
|
||||
message is logged about it on the chatter.</p>
|
||||
</li>
|
||||
<li><p class="first">If not, an error message will be logged either in the chatter.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#toc-entry-4">Usage</a></h1>
|
||||
<p>To pull historical bank statements:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to <em>Invoicing > Configuration > Accounting > Journals</em>.</li>
|
||||
<li>Select the journal representing your bank account.</li>
|
||||
<li>Launch <em>Actions > Online Bank Statements Pull Wizard</em></li>
|
||||
<li>Configure date interval and click on <em>Pull</em>.</li>
|
||||
</ol>
|
||||
<p>If historical data is not needed, then just simply wait for the scheduled
|
||||
activity “Pull Online Bank Statements” to be executed for getting new
|
||||
transactions.</p>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-5">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online_gocardless%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h1><a class="toc-backref" href="#toc-entry-6">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-7">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>ForgeFlow</li>
|
||||
<li>Tecnativa</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-8">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li><a class="reference external" href="https://www.forgeflow.com">ForgeFlow</a>:<ul>
|
||||
<li>Christopher Ormaza</li>
|
||||
<li>Jordi Ballester</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
|
||||
<li>Pedro M. Baeza</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-9">Maintainers</a></h2>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||||
<p>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.</p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online_gocardless">OCA/bank-statement-import</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Binary file not shown.
|
After Width: | Height: | Size: 38 KiB |
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|
After Width: | Height: | Size: 12 KiB |
@@ -0,0 +1,121 @@
|
||||
odoo.define(
|
||||
"account_bank_statement_import_online_gocardless.acc_config_widget_gocardless",
|
||||
function (require) {
|
||||
"use strict";
|
||||
|
||||
require("web.dom_ready");
|
||||
var core = require("web.core");
|
||||
var AbstractAction = require("web.AbstractAction");
|
||||
var QWeb = core.qweb;
|
||||
var framework = require("web.framework");
|
||||
|
||||
var OnlineSyncAccountInstitutionSelector = AbstractAction.extend({
|
||||
template: "OnlineSyncSearchBankGoCardless",
|
||||
init: function (parent, action, options) {
|
||||
this._super(parent, action, options);
|
||||
this.context = action.context;
|
||||
this.results = action.context.institutions;
|
||||
this.country_names = action.context.country_names;
|
||||
this.country_selected = action.context.country;
|
||||
},
|
||||
|
||||
start: function () {
|
||||
const self = this;
|
||||
const $selectCountries = this.$el.find(".country_select");
|
||||
const $countryOptions = $(
|
||||
QWeb.render("OnlineSyncSearchBankGoCardlessCountries", {
|
||||
country_names: this.country_names,
|
||||
})
|
||||
);
|
||||
$countryOptions.appendTo($selectCountries);
|
||||
if (
|
||||
$selectCountries.find("option[value=" + this.country_selected + "]")
|
||||
.length !== 0
|
||||
) {
|
||||
$selectCountries.val(this.country_selected);
|
||||
$selectCountries.change();
|
||||
}
|
||||
$selectCountries.change(function () {
|
||||
self.country_selected = this.selectedOptions[0].value;
|
||||
return self.renderSearchResult();
|
||||
});
|
||||
this.displayState();
|
||||
self.$el.find("#bank_search_input").on("keyup", function () {
|
||||
const input = $(".institution-search-input");
|
||||
const filter = input[0].value.toUpperCase();
|
||||
const institutionList = $(".list-institution");
|
||||
|
||||
for (let i = 0; i < institutionList.length; i++) {
|
||||
const txtValue = institutionList[i].textContent;
|
||||
if (txtValue.toUpperCase().indexOf(filter) > -1) {
|
||||
institutionList[i].style.display = "";
|
||||
} else {
|
||||
institutionList[i].style.display = "none";
|
||||
}
|
||||
}
|
||||
});
|
||||
},
|
||||
|
||||
displayState: function () {
|
||||
if (this.results.length > 0) {
|
||||
this.renderSearchResult();
|
||||
}
|
||||
},
|
||||
|
||||
renderElement: function () {
|
||||
this._super.apply(this, arguments);
|
||||
},
|
||||
|
||||
renderSearchResult: function () {
|
||||
var self = this;
|
||||
this.$(".institution-container").html("");
|
||||
const filteredInstitutions = this.results.filter(function (
|
||||
institution
|
||||
) {
|
||||
return institution.countries.includes(self.country_selected);
|
||||
});
|
||||
var $searchResults = $(
|
||||
QWeb.render("OnlineSyncSearchBankGoCardlessList", {
|
||||
institutions: filteredInstitutions,
|
||||
})
|
||||
);
|
||||
$searchResults.find("a").click(function () {
|
||||
framework.blockUI();
|
||||
const id = this.getAttribute("data-institution");
|
||||
if (id) {
|
||||
return self
|
||||
._rpc({
|
||||
model: "online.bank.statement.provider",
|
||||
method: "write",
|
||||
args: [
|
||||
[self.context.provider_id],
|
||||
{gocardless_institution_id: id},
|
||||
],
|
||||
})
|
||||
.then(function () {
|
||||
return self
|
||||
._rpc({
|
||||
model: "online.bank.statement.provider",
|
||||
method: "action_check_gocardless_agreement",
|
||||
args: [[self.context.active_id]],
|
||||
})
|
||||
.then(function (redirect_url) {
|
||||
if (redirect_url !== undefined) {
|
||||
window.location.replace(redirect_url);
|
||||
}
|
||||
});
|
||||
});
|
||||
}
|
||||
});
|
||||
$searchResults.appendTo(self.$(".institution-container"));
|
||||
},
|
||||
});
|
||||
core.action_registry.add(
|
||||
"online_sync_institution_selector_gocardless",
|
||||
OnlineSyncAccountInstitutionSelector
|
||||
);
|
||||
return {
|
||||
OnlineSyncAccountInstitutionSelector: OnlineSyncAccountInstitutionSelector,
|
||||
};
|
||||
}
|
||||
);
|
||||
Binary file not shown.
Binary file not shown.
@@ -0,0 +1,209 @@
|
||||
|
||||
* {
|
||||
box-sizing: border-box;
|
||||
}
|
||||
|
||||
@font-face {
|
||||
font-family: "HK Grotesk";
|
||||
src: url('fonts/HKGrotesk-Bold.ttf') format("truetype");
|
||||
}
|
||||
|
||||
.institution-content-wrapper {
|
||||
margin: 0 auto;
|
||||
height: 100%;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
justify-content: center;
|
||||
align-items: center;
|
||||
padding: 2rem;
|
||||
}
|
||||
|
||||
.institution-search-bx-body {
|
||||
max-height: 52vh;
|
||||
overflow-y: auto;
|
||||
}
|
||||
|
||||
|
||||
.institution-search-bx-body::-webkit-scrollbar-thumb {
|
||||
background: #AEB0B0;
|
||||
border-radius: 7px;
|
||||
}
|
||||
|
||||
.institution-search-bx-body::-webkit-scrollbar {
|
||||
width: 6px;
|
||||
background-color: #F1F1F1;
|
||||
border-radius: 7px;
|
||||
}
|
||||
|
||||
#institution-modal-content {
|
||||
width: 100%;
|
||||
max-width: 40rem;
|
||||
background-color: #fff;
|
||||
padding: 4.5rem;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
box-shadow: 0px 1px 3px #00000029;
|
||||
border-radius: 14px;
|
||||
color: #1B2021;
|
||||
}
|
||||
|
||||
.institution-modal-header {
|
||||
text-align: right;
|
||||
}
|
||||
|
||||
.institution-modal-header h2 {
|
||||
text-align: left;
|
||||
font-size: 2.5rem;
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
.institution-modal-footer {
|
||||
display: flex;
|
||||
justify-content: center;
|
||||
align-items: center;
|
||||
flex-direction: column;
|
||||
padding: 2rem;
|
||||
}
|
||||
|
||||
.institution-modal-footer > a {
|
||||
line-height: 2.8rem;
|
||||
text-decoration: none;
|
||||
color: #808080;
|
||||
}
|
||||
|
||||
.institution-modal-footer > a:hover {
|
||||
text-decoration: underline;
|
||||
}
|
||||
|
||||
.institution-modal-close {
|
||||
color: #8D9090;
|
||||
font-size: 2.6rem;
|
||||
font-weight: bold;
|
||||
cursor: pointer;
|
||||
position: relative;
|
||||
top: -20px;
|
||||
}
|
||||
|
||||
.institution-search-container {
|
||||
position: relative;
|
||||
bottom: 2.2rem;
|
||||
}
|
||||
|
||||
.institution-search-container input {
|
||||
text-indent: 2.8rem;
|
||||
}
|
||||
|
||||
.institution-search-icon {
|
||||
position: relative;
|
||||
padding: 1rem;
|
||||
height: 3.8rem;
|
||||
top: 3.8rem;
|
||||
}
|
||||
|
||||
.institution-search-input {
|
||||
width: 100%;
|
||||
padding: 1rem;
|
||||
border-radius: 9px;
|
||||
color: #8C8E8F;
|
||||
border: 1px solid #8c8e8f;
|
||||
font-size: 1.6rem;
|
||||
font-weight: 400;
|
||||
outline-color: #70b1f7;
|
||||
}
|
||||
|
||||
|
||||
.institution-container {
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
}
|
||||
|
||||
.list-institution {
|
||||
padding: 14px 0;
|
||||
border-bottom: 1px solid #D7D8D8;
|
||||
}
|
||||
|
||||
.list-institution:last-child {
|
||||
border: none;
|
||||
}
|
||||
|
||||
.list-institution a {
|
||||
padding-right: 2.5rem;
|
||||
display: flex;
|
||||
flex-direction: row;
|
||||
align-items: center;
|
||||
text-decoration: none;
|
||||
}
|
||||
|
||||
|
||||
.list-institution span {
|
||||
margin-left: 1.5rem;
|
||||
font-size: 1.5rem;
|
||||
font-weight: 600;
|
||||
color: #1B2021;
|
||||
}
|
||||
|
||||
.list-institution:hover {
|
||||
background-color: #F1F1F1;
|
||||
}
|
||||
|
||||
img.institution-logo {
|
||||
width: 100%;
|
||||
max-width: 3.5rem;
|
||||
height: 3.5rem;
|
||||
border-radius: 6px;
|
||||
}
|
||||
|
||||
.institution-company-logo {
|
||||
max-width: 13rem;
|
||||
height: 10rem;
|
||||
margin: 2.5rem 0 7rem;
|
||||
}
|
||||
|
||||
@media screen and (max-width: 640px) {
|
||||
|
||||
html {
|
||||
font-size: 8px;
|
||||
}
|
||||
|
||||
#institution-modal-content {
|
||||
height: 100%;
|
||||
max-width: 100%;
|
||||
border-radius: 0;
|
||||
}
|
||||
|
||||
#institution-modal-content,
|
||||
.institution-company-logo {
|
||||
margin: 0;
|
||||
}
|
||||
|
||||
.institution-company-logo {
|
||||
position: absolute;
|
||||
bottom: 0;
|
||||
padding: 2.5rem;
|
||||
}
|
||||
|
||||
.institution-modal-close {
|
||||
display: none;
|
||||
}
|
||||
|
||||
|
||||
.institution-modal-header {
|
||||
margin-top: 3rem;
|
||||
}
|
||||
|
||||
.institution-modal-header h2 {
|
||||
font-size: 3rem;
|
||||
}
|
||||
|
||||
.list-institution span {
|
||||
font-size: 1.9rem;
|
||||
}
|
||||
}
|
||||
|
||||
@media screen and (device-height: 568px) and (orientation: portrait) and (-webkit-min-device-pixel-ratio: 2) {
|
||||
|
||||
html {
|
||||
font-size: 7px;
|
||||
}
|
||||
|
||||
}
|
||||
@@ -0,0 +1,58 @@
|
||||
<templates xml:space="preserve">
|
||||
|
||||
<t t-name="OnlineSyncSearchBankGoCardless">
|
||||
<div class="institution-content-wrapper">
|
||||
<div id="institution-modal-content">
|
||||
<header class="institution-modal-header">
|
||||
<div class="institution-search-container">
|
||||
<img
|
||||
class="institution-search-icon"
|
||||
url="data:image/svg+xml;base64,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"
|
||||
/>
|
||||
<div class="row">
|
||||
<label
|
||||
for="country_select"
|
||||
class="font-weight-bold"
|
||||
>Available countries:</label>
|
||||
<select id="country_select" class="country_select o_input" />
|
||||
</div>
|
||||
<br />
|
||||
<input
|
||||
placeholder="Search..."
|
||||
class="institution-search-input"
|
||||
id="bank_search_input"
|
||||
autofocus="true"
|
||||
/>
|
||||
</div>
|
||||
</header>
|
||||
<div class="institution-container institution-search-bx-body">
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
<t t-name="OnlineSyncSearchBankGoCardlessList">
|
||||
<t t-if="institutions.length > 0">
|
||||
<t t-foreach="institutions" t-as="institution">
|
||||
<div class="list-institution">
|
||||
<a
|
||||
t-attf-class="#{'institution-' + institution.id}"
|
||||
t-attf-data-institution="#{institution.id}"
|
||||
style="cursor:pointer"
|
||||
>
|
||||
<img class="institution-logo" t-attf-src="#{institution.logo}" />
|
||||
<span t-esc="institution.name" />
|
||||
</a>
|
||||
</div>
|
||||
</t>
|
||||
</t>
|
||||
</t>
|
||||
<t t-name="OnlineSyncSearchBankGoCardlessCountries">
|
||||
<option>Select Country to Filter</option>
|
||||
<t t-if="country_names.length > 0">
|
||||
<t t-foreach="country_names" t-as="country">
|
||||
<option t-attf-value="#{country.code}" t-esc="country.name" />
|
||||
</t>
|
||||
</t>
|
||||
</t>
|
||||
</templates>
|
||||
@@ -0,0 +1,3 @@
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
|
||||
from . import test_account_statement_import_online_gocardless
|
||||
@@ -0,0 +1,103 @@
|
||||
# Copyright 2023 Tecnativa - Pedro M.Baeza
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
|
||||
from unittest import mock
|
||||
|
||||
from dateutil.relativedelta import relativedelta
|
||||
|
||||
from odoo import fields
|
||||
from odoo.tests import common
|
||||
|
||||
_module_ns = "odoo.addons.account_statement_import_online_gocardless"
|
||||
_provider_class = (
|
||||
_module_ns + ".models.online_bank_statement_provider.OnlineBankStatementProvider"
|
||||
)
|
||||
|
||||
|
||||
class TestAccountBankAccountStatementImportOnlineGocardless(common.TransactionCase):
|
||||
@classmethod
|
||||
def setUpClass(cls):
|
||||
super().setUpClass()
|
||||
cls.now = fields.Datetime.now()
|
||||
cls.currency_eur = cls.env.ref("base.EUR")
|
||||
cls.currency_eur.write({"active": True})
|
||||
cls.journal = cls.env["account.journal"].create(
|
||||
{
|
||||
"name": "GoCardless Bank Test",
|
||||
"type": "bank",
|
||||
"code": "GCB",
|
||||
"currency_id": cls.currency_eur.id,
|
||||
"bank_statements_source": "online",
|
||||
"online_bank_statement_provider": "gocardless",
|
||||
}
|
||||
)
|
||||
cls.provider = cls.journal.online_bank_statement_provider_id
|
||||
cls.provider.write(
|
||||
{
|
||||
"statement_creation_mode": "monthly",
|
||||
"gocardless_account_id": "SANDBOXFINANCE_SFIN0000",
|
||||
"gocardless_requisition_expiration": cls.now + relativedelta(days=30),
|
||||
}
|
||||
)
|
||||
cls.return_value = { # GoCardless sample return
|
||||
"transactions": {
|
||||
"booked": [
|
||||
{
|
||||
"transactionId": "2020103000624289-1",
|
||||
"debtorName": "MON MOTHMA",
|
||||
"debtorAccount": {"iban": "GL53SAFI055151515"},
|
||||
"transactionAmount": {"currency": "EUR", "amount": "45.00"},
|
||||
"bookingDate": "2020-10-30",
|
||||
"valueDate": "2020-10-30",
|
||||
"remittanceInformationUnstructured": (
|
||||
"For the support of Restoration of the Republic foundation"
|
||||
),
|
||||
},
|
||||
{
|
||||
"transactionId": "2020111101899195-1",
|
||||
"transactionAmount": {"currency": "EUR", "amount": "-15.00"},
|
||||
"bankTransactionCode": "PMNT",
|
||||
"bookingDate": "2020-11-11",
|
||||
"valueDate": "2020-11-11",
|
||||
"remittanceInformationUnstructured": "PAYMENT Alderaan Coffe",
|
||||
},
|
||||
],
|
||||
"pending": [
|
||||
{
|
||||
"transactionAmount": {"currency": "EUR", "amount": "-10.00"},
|
||||
"valueDate": "2020-11-03",
|
||||
"remittanceInformationUnstructured": (
|
||||
"Reserved PAYMENT Emperor's Burgers"
|
||||
),
|
||||
}
|
||||
],
|
||||
}
|
||||
}
|
||||
cls.mock_transaction = lambda cls: mock.patch(
|
||||
_provider_class + "._gocardless_request_transactions",
|
||||
return_value=cls.return_value,
|
||||
)
|
||||
|
||||
def test_mocked_gocardless(self):
|
||||
vals = {
|
||||
"provider_ids": self.provider.ids,
|
||||
"date_since": "2020-10-30",
|
||||
"date_until": "2020-11-11",
|
||||
}
|
||||
wizard = (
|
||||
self.env["online.bank.statement.pull.wizard"]
|
||||
.with_context(
|
||||
active_model="account.journal",
|
||||
active_id=self.journal.id,
|
||||
)
|
||||
.create(vals)
|
||||
)
|
||||
with self.mock_transaction():
|
||||
wizard.action_pull()
|
||||
statements = self.env["account.bank.statement"].search(
|
||||
[("journal_id", "=", self.journal.id)]
|
||||
)
|
||||
self.assertEqual(len(statements), 2)
|
||||
lines = statements.line_ids.sorted(lambda x: x.date)
|
||||
self.assertEqual(len(lines), 2)
|
||||
self.assertEqual(lines.mapped("amount"), [45.0, -15.0])
|
||||
@@ -0,0 +1,48 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<odoo>
|
||||
<record model="ir.ui.view" id="online_bank_statement_provider_form">
|
||||
<field name="name">online.bank.statement.provider.form</field>
|
||||
<field name="model">online.bank.statement.provider</field>
|
||||
<field
|
||||
name="inherit_id"
|
||||
ref="account_statement_import_online.online_bank_statement_provider_form"
|
||||
/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//group[@name='main']" position="inside">
|
||||
<group
|
||||
name="gocardless"
|
||||
string="GoCardless"
|
||||
attrs="{'invisible':[('service','!=','gocardless')]}"
|
||||
>
|
||||
<field name="username" string="Secret ID" />
|
||||
<field name="password" string="Secret Key" />
|
||||
<field
|
||||
name="gocardless_requisition_id"
|
||||
attrs="{'invisible': [('gocardless_requisition_id', '=', False)]}"
|
||||
groups="base.group_no_one"
|
||||
/>
|
||||
<field
|
||||
name="gocardless_requisition_expiration"
|
||||
attrs="{'invisible': [('gocardless_requisition_id', '=', False)]}"
|
||||
groups="base.group_no_one"
|
||||
/>
|
||||
<field
|
||||
name="gocardless_institution_id"
|
||||
attrs="{'invisible': [('gocardless_institution_id', '=', False)]}"
|
||||
groups="base.group_no_one"
|
||||
/>
|
||||
<field
|
||||
name="gocardless_account_id"
|
||||
attrs="{'invisible': [('gocardless_account_id', '=', False)]}"
|
||||
groups="base.group_no_one"
|
||||
/>
|
||||
<button
|
||||
name="action_select_gocardless_bank"
|
||||
string="Select Bank Account Identifier"
|
||||
type="object"
|
||||
/>
|
||||
</group>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user