mirror of
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[ADD] account_statement_import_sftp (#14)
* [ADD] account_statement_import_sftp Add a mechanism to receive file from an sftp back end. --------- Co-authored-by: ecino <ecino@users.noreply.github.com>
This commit is contained in:
Simon Gonzalez
GitHub
80
account_statement_import_sftp/README.rst
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80
account_statement_import_sftp/README.rst
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==========================
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Bank Statement SFTP import
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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: sha256:5c3cf1f51472f25338373320dc7fb418546e2fa8d4de688e6f32a1c937267b6a
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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-CompassionCH%2Fbank--statement--import-lightgray.png?logo=github
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:target: https://github.com/CompassionCH/bank-statement-import/tree/14.0/account_statement_import_sftp
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:alt: CompassionCH/bank-statement-import
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|badge1| |badge2| |badge3|
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This module add the functionality to automatically import into bank statement the files retrieved from SFTP.
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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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To configure you should configure an EDI Backend with the backend type *Bank SFTP*
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Usage
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=====
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To use this module you should configure an exchange type and a backend SFTP.
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Then when the scheduled action of EDI will run you will get your statement imported automatically.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/CompassionCH/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/CompassionCH/bank-statement-import/issues/new?body=module:%20account_statement_import_sftp%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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* Compassion CH
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Contributors
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~~~~~~~~~~~~
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* Compassion CH (https://www.compassion.ch)
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* Simon Gonzalez <simon.gonzalez@bluewin.ch>
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Maintainers
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~~~~~~~~~~~
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.. |maintainer-OCA| image:: https://github.com/OCA.png?size=40px
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:target: https://github.com/OCA
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:alt: OCA
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Current maintainer:
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|maintainer-OCA|
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This module is part of the `CompassionCH/bank-statement-import <https://github.com/CompassionCH/bank-statement-import/tree/14.0/account_statement_import_sftp>`_ project on GitHub.
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You are welcome to contribute.
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1
account_statement_import_sftp/__init__.py
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account_statement_import_sftp/__init__.py
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from . import components
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24
account_statement_import_sftp/__manifest__.py
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account_statement_import_sftp/__manifest__.py
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# Copyright 2019 ForgeFlow, S.L.
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# Copyright 2020 CorporateHub (https://corporatehub.eu)
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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": "Bank Statement SFTP import",
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"summary": "Import bank statement from an SFTP server",
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"version": "14.0.1.0.0",
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"category": "Accounting",
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"website": "https://github.com/OCA/bank-statement-import",
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"author": "Odoo Community Association (OCA), Compassion CH",
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"maintainers": ["OCA"],
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"license": "AGPL-3",
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"installable": True,
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"depends": [
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"edi_storage_oca", # OCA/edi
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"storage_backend_sftp", # OCA/storage
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"account_statement_import",
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"base_automation",
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],
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"data": [
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"data/edi_data.xml",
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],
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}
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account_statement_import_sftp/components/__init__.py
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account_statement_import_sftp/components/__init__.py
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from . import account_statement_import_process
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# Copyright 2023 Compassion CH
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# @author: Simon Gonzalez
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import _
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from odoo.addons.component.core import Component
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class EdiBankStatementImportProcess(Component):
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_name = "edi.input.process.bank.statement.import"
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_usage = "input.process"
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_backend_type = "bk_sftp"
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_inherit = "edi.component.input.mixin"
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def process(self):
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statement_import = self.env["account.statement.import"].create(
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[
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{
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"statement_file": self.exchange_record.exchange_file,
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"statement_filename": self.exchange_record.exchange_filename,
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}
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]
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)
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action = statement_import.import_file_button()
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if not action:
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raise ValueError(_("The import didn't succeed."))
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statement = self.env["account.bank.statement"].browse(action.get("res_id"))
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if not (statement.state and statement.state in ["posted", "open"]):
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raise ValueError(_("The bank statement could not be validated."))
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7
account_statement_import_sftp/data/edi_data.xml
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account_statement_import_sftp/data/edi_data.xml
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<?xml version="1.0" encoding="utf-8" ?>
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<odoo noupdate="1">
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<record id="sftp_bank_edi" model="edi.backend.type">
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<field name="name">Bank SFTP Import</field>
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<field name="code">bk_sftp_imp</field>
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</record>
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</odoo>
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account_statement_import_sftp/readme/CONFIGURE.rst
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account_statement_import_sftp/readme/CONFIGURE.rst
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To configure you should configure an EDI Backend with the backend type *Bank SFTP*
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1
account_statement_import_sftp/readme/CONTRIBUTORS.rst
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account_statement_import_sftp/readme/CONTRIBUTORS.rst
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* Simon Gonzalez <simon.gonzalez@bluewin.ch>
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1
account_statement_import_sftp/readme/DESCRIPTION.rst
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account_statement_import_sftp/readme/DESCRIPTION.rst
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This module add the functionality to automatically import into bank statement the files retrieved from SFTP.
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0
account_statement_import_sftp/readme/HISTORY.rst
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0
account_statement_import_sftp/readme/HISTORY.rst
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account_statement_import_sftp/readme/USAGE.rst
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account_statement_import_sftp/readme/USAGE.rst
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To use this module you should configure an exchange type and a backend SFTP.
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Then when the scheduled action of EDI will run you will get your statement imported automatically.
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430
account_statement_import_sftp/static/description/index.html
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account_statement_import_sftp/static/description/index.html
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<?xml version="1.0" encoding="utf-8" ?>
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<meta name="generator" content="Docutils: http://docutils.sourceforge.net/" />
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<title>Bank Statement SFTP import</title>
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<style type="text/css">
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border-left: solid 1px gray;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docinfo {
|
||||
margin: 2em 4em }
|
||||
|
||||
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;
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||||
}
|
||||
|
||||
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 }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="bank-statement-sftp-import">
|
||||
<h1 class="title">Bank Statement SFTP import</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:5c3cf1f51472f25338373320dc7fb418546e2fa8d4de688e6f32a1c937267b6a
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<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/CompassionCH/bank-statement-import/tree/14.0/account_statement_import_sftp"><img alt="CompassionCH/bank-statement-import" src="https://img.shields.io/badge/github-CompassionCH%2Fbank--statement--import-lightgray.png?logo=github" /></a></p>
|
||||
<p>This module add the functionality to automatically import into bank statement the files retrieved from SFTP.</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="id1">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
|
||||
<p>To configure you should configure an EDI Backend with the backend type <em>Bank SFTP</em></p>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#id2">Usage</a></h1>
|
||||
<p>To use this module you should configure an exchange type and a backend SFTP.
|
||||
Then when the scheduled action of EDI will run you will get your statement imported automatically.</p>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/CompassionCH/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/CompassionCH/bank-statement-import/issues/new?body=module:%20account_statement_import_sftp%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="#id4">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#id5">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Compassion CH</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Compassion CH (<a class="reference external" href="https://www.compassion.ch">https://www.compassion.ch</a>)
|
||||
* Simon Gonzalez <<a class="reference external" href="mailto:simon.gonzalez@bluewin.ch">simon.gonzalez@bluewin.ch</a>></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
|
||||
<p>Current maintainer:</p>
|
||||
<p><a class="reference external" href="https://github.com/OCA"><img alt="OCA" src="https://github.com/OCA.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/CompassionCH/bank-statement-import/tree/14.0/account_statement_import_sftp">CompassionCH/bank-statement-import</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
@@ -1,2 +1,4 @@
|
||||
# See https://github.com/OCA/odoo-community.org/blob/master/website/Contribution/CONTRIBUTING.rst#oca_dependencies-txt
|
||||
web
|
||||
edi
|
||||
storage
|
||||
|
||||
@@ -0,0 +1 @@
|
||||
../../../../account_statement_import_sftp
|
||||
6
setup/account_statement_import_sftp/setup.py
Normal file
6
setup/account_statement_import_sftp/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