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[MIG] account_bank_statement_import to v14 > account_statement_import
Module renamed to account_statement_import to avoid conflit with Odoo enterprise Add support for multi-account statement files Integrate the feature provided by the module account_bank_statement_import_save_file Improve error messages Remove dead or annoying features Improve code !
This commit is contained in:
committed by
Maksym Yankin
parent
66c9766c01
commit
751c7e8792
@@ -1,6 +0,0 @@
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Journal,Name,Date,Starting Balance,Ending Balance,Statement lines / Date,Statement lines / Label,Statement lines / Partner,Statement lines / Reference,Statement lines / Amount,Statement lines / Amount Currency,Statement lines / Currency
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Bank,Statement May 01,2017-05-15,100,5124.5,2017-05-10,INV/2017/0001,,#01,4610,,
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,,,,,2017-05-11,Payment bill 20170521,,#02,-100,,
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,,,,,2017-05-15,INV/2017/0003 discount 2% early payment,,#03,514.5,,
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Bank,Statement May 02,2017-05-30,5124.5,9847.35,2017-05-30,INV/2017/0002 + INV/2017/0004,,#01,5260,,
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,,,,,2017-05-31,Payment bill EUR 001234565,,#02,-537.15,-500,EUR
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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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|
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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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|
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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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|
||||
<body>
|
||||
<div class="document" id="import-statement-files">
|
||||
<h1 class="title">Import Statement Files</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external" 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" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/14.0/account_statement_import"><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" href="https://translation.odoo-community.org/projects/bank-statement-import-14-0/bank-statement-import-14-0-account_statement_import"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/174/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
|
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<p>This module is the successor of the module <strong>account_bank_statement_import</strong> that was part of Odoo Community until Odoo v13 and was moved to Odoo Enterprise for Odoo v14 (cf <a class="reference external" href="https://github.com/odoo/odoo/commit/9ba8734f15e1a292ca27b1a026e8366a91b2a8c9">this commit</a>). We decided to change its name and the name of the wizard object it provides in order to avoid a conflict with the Enterprise module.</p>
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<p>This module has several additionnal feature:</p>
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<ul class="simple">
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<li>support multi-account bank statement files,</li>
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<li>attach the file to the bank statement (to facilitate the diagnostic in case of problem),</li>
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<li>improved error messages.</li>
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</ul>
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<p>This module only provides the technical framework for the import of statement files. You must also install the format-specific modules to add support for the statement file formats that your banks/provide use. For example, the OCA module <strong>account_statement_import_ofx</strong> will add support for the OFX (Open Financial Exchange) file format. You will find those modules in the OCA project <a class="reference external" href="https://github.com/OCA/bank-statement-import">bank-statement-import</a> or, for the country-specific formats, in the OCA localization projects.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id1">Usage</a></h1>
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<p>To import a statement file, go to the Invoicing dashboard: on a bank journal, you will see a button to import a statement. When you click on that button, a wizard will start and it will show the list of the supported file formats. Select the statement file that you want to import and click on the <strong>Import</strong> button. Odoo will create a new bank statement (or several if your statement file is a multi-account file).</p>
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<p>If your statement file contains transactions that were already imported in Odoo, they will not be created a second time.</p>
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<p>If the statement file contains information about the bank account number of the counter-part for some transactions (only a few statement file formats support that, in some countries) and that these bank account numbers exists on partners in Odoo, the partners will be set on the related statement lines.</p>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>.
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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 smashing it by providing a detailed and welcomed
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<a class="reference external" href="https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#id3">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id4">Authors</a></h2>
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<ul class="simple">
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<li>Odoo SA</li>
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<li>Akretion</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#id5">Contributors</a></h2>
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<ul class="simple">
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<li>Odoo S.A.</li>
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<li>Alexis de Lattre <<a class="reference external" href="mailto:alexis.delattre@akretion.com">alexis.delattre@akretion.com</a>></li>
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<li>Tecnativa - Pedro M. Baeza</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#id6">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>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.</p>
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<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
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<p><a class="reference external" href="https://github.com/alexis-via"><img alt="alexis-via" src="https://github.com/alexis-via.png?size=40px" /></a></p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/14.0/account_statement_import">OCA/bank-statement-import</a> project on GitHub.</p>
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<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>
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</div>
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</div>
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</div>
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</body>
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</html>
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@@ -1,27 +0,0 @@
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/*
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||||
Copyright 2004-2020 Odoo S.A.
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||||
Licence LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0).
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||||
*/
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odoo.define("account_bank_statement_import.import", function (require) {
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"use strict";
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var core = require("web.core");
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var BaseImport = require("base_import.import");
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var _t = core._t;
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BaseImport.DataImport.include({
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renderImportLink: function () {
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this._super();
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if (this.res_model == "account.bank.statement") {
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this.$(".import-link").prop({
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text: _t(" Import Template for Bank Statements"),
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href:
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"/account_bank_statement_import/static/csv/account.bank.statement.csv",
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||||
});
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this.$(".template-import").removeClass("d-none");
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||||
}
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},
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||||
});
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||||
});
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||||
Reference in New Issue
Block a user