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[ADD] account_statement_import_ofx_by_acctid
This commit is contained in:
Marcel Savegnago
76
account_statement_import_ofx_by_acctid/README.rst
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76
account_statement_import_ofx_by_acctid/README.rst
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===================================
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Import OFX Bank Statement by ACCTID
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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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.. |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/14.0/account_statement_import_ofx_by_acctid
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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-14-0/bank-statement-import-14-0-account_statement_import_ofx_by_acctid
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/174/14.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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**Table of contents**
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.. contents::
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:local:
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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 smashing 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_ofx_by_acctid%0Aversion:%2014.0%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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* Escodoo
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Contributors
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~~~~~~~~~~~~
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* `Escodoo <https://www.escodoo.com.br>`_:
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* Marcel Savegnago <marcel.savegnago@escodoo.com.br>
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* Douglas Custódio <douglas.custodio@escodoo.com.br>
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* Augusto Lisboa <augusto.lisboa@escodoo.com.br>
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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/14.0/account_statement_import_ofx_by_acctid>`_ 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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2
account_statement_import_ofx_by_acctid/__init__.py
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account_statement_import_ofx_by_acctid/__init__.py
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from . import models
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from . import wizards
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20
account_statement_import_ofx_by_acctid/__manifest__.py
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account_statement_import_ofx_by_acctid/__manifest__.py
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# Copyright 2022 - TODAY, Escodoo
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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": "Import OFX Bank Statement by ACCTID",
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"summary": """
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Import OFX Bank Statement by ACCTID""",
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"category": "Banking addons",
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"version": "14.0.1.0.0",
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"license": "AGPL-3",
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"author": "Escodoo,Odoo Community Association (OCA)",
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"website": "https://github.com/OCA/bank-statement-import",
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"depends": [
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"account_statement_import_ofx",
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],
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"data": [
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"views/res_partner_bank.xml",
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],
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"demo": [],
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}
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from . import res_partner_bank
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# Copyright 2022 - TODAY, Marcel Savegnago <marcel.savegnago@escodoo.com.br>
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo import api, fields, models
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from odoo.addons.base.models.res_bank import sanitize_account_number
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class ResPartnerBank(models.Model):
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_inherit = "res.partner.bank"
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acctid = fields.Char("ACCTID")
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sanitized_acctid = fields.Char(
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compute="_compute_sanitized_acctid",
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string="Sanitized ACCTID",
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readonly=True,
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store=True,
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)
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@api.depends("acctid")
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def _compute_sanitized_acctid(self):
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for bank in self:
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bank.sanitized_acctid = sanitize_account_number(bank.acctid)
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* `Escodoo <https://www.escodoo.com.br>`_:
|
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|
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* Marcel Savegnago <marcel.savegnago@escodoo.com.br>
|
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* Douglas Custódio <douglas.custodio@escodoo.com.br>
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* Augusto Lisboa <augusto.lisboa@escodoo.com.br>
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<title>Import OFX Bank Statement by ACCTID</title>
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h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
||||
font-size: 100% }
|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="import-ofx-bank-statement-by-acctid">
|
||||
<h1 class="title">Import OFX Bank Statement by ACCTID</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/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" href="https://github.com/OCA/bank-statement-import/tree/14.0/account_statement_import_ofx_by_acctid"><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_ofx_by_acctid"><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>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#bug-tracker" id="id1">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="id2">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="id3">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="id4">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="id5">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#id1">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 smashing 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_ofx_by_acctid%0Aversion:%2014.0%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="#id2">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#id3">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Escodoo</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#id4">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li><a class="reference external" href="https://www.escodoo.com.br">Escodoo</a>:<ul>
|
||||
<li>Marcel Savegnago <<a class="reference external" href="mailto:marcel.savegnago@escodoo.com.br">marcel.savegnago@escodoo.com.br</a>></li>
|
||||
<li>Douglas Custódio <<a class="reference external" href="mailto:douglas.custodio@escodoo.com.br">douglas.custodio@escodoo.com.br</a>></li>
|
||||
<li>Augusto Lisboa <<a class="reference external" href="mailto:augusto.lisboa@escodoo.com.br">augusto.lisboa@escodoo.com.br</a>></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#id5">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/14.0/account_statement_import_ofx_by_acctid">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>
|
||||
@@ -0,0 +1,19 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<!-- Copyright 2022 - TODAY, Marcel Savegnago <marcel.savegnago@escodoo.com.br>
|
||||
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
|
||||
<odoo>
|
||||
|
||||
<record model="ir.ui.view" id="res_partner_bank_form_view">
|
||||
<field
|
||||
name="name"
|
||||
>res.partner.bank.form (in account_statement_import_ofx_acctid)</field>
|
||||
<field name="model">res.partner.bank</field>
|
||||
<field name="inherit_id" ref="base.view_partner_bank_form" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="acc_number" position="after">
|
||||
<field name="acctid" />
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
@@ -0,0 +1 @@
|
||||
from . import account_statement_import
|
||||
@@ -0,0 +1,47 @@
|
||||
# Copyright 2022 - TODAY, Marcel Savegnago <marcel.savegnago@escodoo.com.br>
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
|
||||
import base64
|
||||
|
||||
from odoo import _, api, models
|
||||
from odoo.exceptions import UserError
|
||||
|
||||
from odoo.addons.base.models.res_bank import sanitize_account_number
|
||||
|
||||
|
||||
class AccountStatementImport(models.TransientModel):
|
||||
|
||||
_inherit = "account.statement.import"
|
||||
|
||||
@api.model
|
||||
def _match_journal(self, account_number, currency):
|
||||
journal_obj = self.env["account.journal"]
|
||||
|
||||
file_data = base64.b64decode(self.statement_file)
|
||||
if self._check_ofx(file_data):
|
||||
sanitized_account_number = sanitize_account_number(account_number)
|
||||
|
||||
journal = journal_obj.search(
|
||||
[
|
||||
("type", "=", "bank"),
|
||||
(
|
||||
"bank_account_id.sanitized_acctid",
|
||||
"ilike",
|
||||
sanitized_account_number,
|
||||
),
|
||||
],
|
||||
limit=1,
|
||||
)
|
||||
journal_id = self.env.context.get("journal_id")
|
||||
if journal_id and journal.id != journal_id:
|
||||
raise UserError(
|
||||
_(
|
||||
"The journal found for the file is not consistent with the "
|
||||
"selected journal. You should use the proper journal or "
|
||||
"use the generic button on the top of the Accounting Dashboard"
|
||||
)
|
||||
)
|
||||
if journal:
|
||||
account_number = journal.bank_acc_number
|
||||
|
||||
return super()._match_journal(account_number=account_number, currency=currency)
|
||||
@@ -0,0 +1 @@
|
||||
../../../../account_statement_import_ofx_by_acctid
|
||||
6
setup/account_statement_import_ofx_by_acctid/setup.py
Normal file
6
setup/account_statement_import_ofx_by_acctid/setup.py
Normal file
@@ -0,0 +1,6 @@
|
||||
import setuptools
|
||||
|
||||
setuptools.setup(
|
||||
setup_requires=['setuptools-odoo'],
|
||||
odoo_addon=True,
|
||||
)
|
||||
Reference in New Issue
Block a user