From 9159285be9774fa1c6604f0f4de226b9aef9b00f Mon Sep 17 00:00:00 2001 From: "Pedro M. Baeza" Date: Mon, 15 Jan 2024 13:10:45 +0100 Subject: [PATCH] [FIX] account_statement_import_online_gocardless: Remove missing JS Not sure why it didn't raise before. --- .../README.rst | 2 +- .../__manifest__.py | 2 - .../static/description/index.html | 986 +++++++++++------- 3 files changed, 591 insertions(+), 399 deletions(-) diff --git a/account_statement_import_online_gocardless/README.rst b/account_statement_import_online_gocardless/README.rst index 5f46cb22..23b8a028 100644 --- a/account_statement_import_online_gocardless/README.rst +++ b/account_statement_import_online_gocardless/README.rst @@ -7,7 +7,7 @@ Online Bank Statements: GoCardless !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! - !! source digest: sha256:5523e4b06eaa38f0f74b6181f2043b93037f673d8a5038474c13dc323f1492ac + !! source digest: sha256:7a5de14c24a125d23a9fdba3ee6f041af430db49bb390e327f4a6ed2c4e11071 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png diff --git a/account_statement_import_online_gocardless/__manifest__.py b/account_statement_import_online_gocardless/__manifest__.py index b2885f0e..a916eeb6 100644 --- a/account_statement_import_online_gocardless/__manifest__.py +++ b/account_statement_import_online_gocardless/__manifest__.py @@ -18,8 +18,6 @@ "account_statement_import_online_gocardless/static/src/" "lib/gocardless-ui/selector.css", "account_statement_import_online_gocardless/static/src/" - "lib/gocardless-ui/selector.js", - "account_statement_import_online_gocardless/static/src/" "js/select_bank_widget.js", ], "web.assets_qweb": [ diff --git a/account_statement_import_online_gocardless/static/description/index.html b/account_statement_import_online_gocardless/static/description/index.html index c48a3dac..6bb08e81 100644 --- a/account_statement_import_online_gocardless/static/description/index.html +++ b/account_statement_import_online_gocardless/static/description/index.html @@ -1,13 +1,14 @@ - + - - - -Online Bank Statements: GoCardless - + table.docutils { + margin-top: 0.5em; + margin-bottom: 0.5em + } + + table.footnote { + border-left: solid 1px black; + margin-left: 1px + } + + table.docutils td, + table.docutils th, + table.docinfo td, + table.docinfo th { + padding-left: 0.5em; + padding-right: 0.5em; + vertical-align: top + } + + table.docutils th.field-name, + table.docinfo th.docinfo-name { + font-weight: bold; + text-align: left; + white-space: nowrap; + padding-left: 0 + } + + /* "booktabs" style (no vertical lines) */ + table.docutils.booktabs { + border: 0px; + border-top: 2px solid; + border-bottom: 2px solid; + border-collapse: collapse; + } + + table.docutils.booktabs * { + border: 0px; + } + + table.docutils.booktabs th { + border-bottom: thin solid; + text-align: left; + } + + h1 tt.docutils, + h2 tt.docutils, + h3 tt.docutils, + h4 tt.docutils, + h5 tt.docutils, + h6 tt.docutils { + font-size: 100% + } + + ul.auto-toc { + list-style-type: none + } + - -
-

Online Bank Statements: GoCardless

- -

Beta License: AGPL-3 OCA/bank-statement-import Translate me on Weblate Try me on Runboat

-

This module provides online bank statements from GoCardless Bank Account Data, -which provides a free API for connecting and getting transactions for bank -accounts.

-

Table of contents

- -
-

Configuration

-
-

On the GoCardless website

-
    -
  1. Go to https://bankaccountdata.gocardless.com, and create or login into your -“GoCardLess Bank Account Data” account.
    2. -
  2. Go to Developers > User secrets option on the left.
    3. -
  3. Click on the “+ Create new” button on the bottom part.
    4. -
  4. Put a name to the user secret (eg. Odoo), and optionally limit it to certain -IPs using CIDR subnet notation.
    5. -
  5. 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.
    6. -
-
-
-

On Odoo

-

To configure online bank statements provider:

-
    -

  1. Add your user to the “Full Accounting Settings” group.

    -
    2. -

  2. Go to Invoicing > Configuration > Accounting > Journals.

    -
    3. -

  3. Select the journal representing your bank account (or create it).

    -
    4. -

  4. The bank account number should be properly introduced.

    -
    5. -

  5. Set Bank Feeds to Online (OCA).

    -
    6. -

  6. Select GoCardless as online bank statements provider in -Online Bank Statements (OCA) section.

    -
    7. -

  7. Save the journal

    -
    8. -

  8. Click on the created provider.

    -
    9. -

  9. Put your secret ID and secret key on the existing fields.

    -
    10. -

  10. Click on the button “Select Bank Account Identifier”.

    -https://raw.githubusercontent.com/OCA/bank-statement-import/15.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif -
    11. -

  11. A new window will appear for selecting the bank entity.

    -https://raw.githubusercontent.com/OCA/bank-statement-import/15.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif -
    12. -

  12. Select it, and you will be redirected to the selected entity for introducing -your bank credentials to allow the connection.

    -
    13. -

  13. 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.

    -
    14. -

  14. If not, an error message will be logged either in the chatter.

    -
    15. -
-
-
-
-

Usage

-

To pull historical bank statements:

-
    -
  1. Go to Invoicing > Configuration > Accounting > Journals.
    2. -
  2. Select the journal representing your bank account.
    3. -
  3. Launch Actions > Online Bank Statements Pull Wizard
    4. -
  4. Configure date interval and click on Pull.
    5. -
-

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.

-
-
-

Bug Tracker

-

Bugs are tracked on GitHub Issues. -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 -feedback.

-

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

-
-
-

Credits

-
-

Authors

-
    -
  • ForgeFlow
    • -
  • Tecnativa
    • -
-
-
-

Contributors

- -
-
-

Maintainers

-

This module is maintained by the OCA.

-Odoo Community Association -

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.

-

This module is part of the OCA/bank-statement-import project on GitHub.

-

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

-
-
-
+

Beta License: AGPL-3 OCA/bank-statement-import Translate me on Weblate Try me on Runboat

+

This module provides online bank statements from GoCardless Bank Account Data, + which provides a free API for connecting and getting transactions for bank + accounts.

+

Table of contents

+
+ +
+
+

Configuration

+
+

On the GoCardless website

+
    +
  1. Go to https://bankaccountdata.gocardless.com, and create or + login into your + “GoCardLess Bank Account Data” account.
    2. +
  2. Go to Developers > User secrets option on the left.
    3. +
  3. Click on the “+ Create new” button on the bottom part.
    4. +
  4. Put a name to the user secret (eg. Odoo), and optionally limit it to certain + IPs using CIDR subnet notation.
    5. +
  5. 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.
    6. +
+
+
+

On Odoo

+

To configure online bank statements provider:

+
    +
  1. +

    Add your user to the “Full Accounting Settings” group.

    +
    2. +
  2. +

    Go to Invoicing > Configuration > Accounting > Journals.

    +
    3. +
  3. +

    Select the journal representing your bank account (or create it).

    +
    4. +
  4. +

    The bank account number should be properly introduced.

    +
    5. +
  5. +

    Set Bank Feeds to Online (OCA).

    +
    6. +
  6. +

    Select GoCardless as online bank statements provider in + Online Bank Statements (OCA) section. +

    +
    7. +
  7. +

    Save the journal

    +
    8. +
  8. +

    Click on the created provider.

    +
    9. +
  9. +

    Put your secret ID and secret key on the existing fields.

    +
    10. +
  10. +

    Click on the button “Select Bank Account Identifier”.

    + https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_configuration.gif +
    11. +
  11. +

    A new window will appear for selecting the bank entity.

    + https://raw.githubusercontent.com/OCA/bank-statement-import/16.0/account_statement_import_online_gocardless/static/img/gocardless_bank_selection.gif +
    12. +
  12. +

    Select it, and you will be redirected to the selected entity for introducing + your bank credentials to allow the connection.

    +
    13. +
  13. +

    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.

    +
    14. +
  14. +

    If not, an error message will be logged either in the chatter.

    +
    15. +
+
+
+
+

Usage

+

To pull historical bank statements:

+
    +
  1. Go to Invoicing > Configuration > Accounting > Journals.
    2. +
  2. Select the journal representing your bank account.
    3. +
  3. Launch Actions > Online Bank Statements Pull Wizard
    4. +
  4. Configure date interval and click on Pull.
    5. +
+

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.

+
+
+

Bug Tracker

+

Bugs are tracked on GitHub Issues. + 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 + feedback. +

+

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

+
+
+

Credits

+
+

Authors

+
    +
  • ForgeFlow
    • +
  • Tecnativa
    • +
+
+
+

Contributors

+
    +
  • ForgeFlow:
      +
    • Christopher Ormaza
      • +
    • Jordi Ballester
      • +
    +
    • +
  • Tecnativa:
      +
    • Pedro M. Baeza
      • +
    +
    • +
+
+
+

Maintainers

+

This module is maintained by the OCA.

+ Odoo Community Association +

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.

+

This module is part of the OCA/bank-statement-import + project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+ - + + \ No newline at end of file