audrius/bank-statement-import
1
0
Fork 1
mirror of https://github.com/OCA/bank-statement-import.git synced 2025-01-20 12:37:43 +02:00
Code Issues Packages Projects Releases Wiki Activity

[IMP] account_statement_import_file: black, isort, prettier

Browse Source
This commit is contained in:
manu
2024-05-08 13:33:13 +02:00
parent 5435146021
commit ed4cf01d11
9 changed files with 117 additions and 46 deletions
Download Patch File Download Diff File Expand all files Collapse all files

61
account_statement_import_file/README.rst
View File

@@ -17,26 +17,39 @@ Import Statement Files
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
:target: https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_file
:target: https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_file
:alt: OCA/bank-statement-import
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/bank-statement-import-16-0/bank-statement-import-16-0-account_statement_import_file
:target: https://translation.odoo-community.org/projects/bank-statement-import-17-0/bank-statement-import-17-0-account_statement_import_file
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=16.0
:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=17.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module is the successor of the module **account_bank_statement_import** that was part of Odoo Community until Odoo v13 and was moved to Odoo Enterprise for Odoo v14 (cf `this commit <https://github.com/odoo/odoo/commit/9ba8734f15e1a292ca27b1a026e8366a91b2a8c9>`_). 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.
This module is the successor of the module
**account_bank_statement_import** that was part of Odoo Community until
Odoo v13 and was moved to Odoo Enterprise for Odoo v14 (cf `this
commit <https://github.com/odoo/odoo/commit/9ba8734f15e1a292ca27b1a026e8366a91b2a8c9>`__).
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.
This module has several additionnal feature:
* support multi-account bank statement files,
* attach the file to the bank statement (to facilitate the diagnostic in case of problem),
* improved error messages.
- support multi-account bank statement files,
- attach the file to the bank statement (to facilitate the diagnostic
in case of problem),
- improved error messages.
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 **account_statement_import_ofx** will add support for the OFX (Open Financial Exchange) file format. You will find those modules in the OCA project `bank-statement-import <https://github.com/OCA/bank-statement-import>`_ or, for the country-specific formats, in the OCA localization projects.
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 **account_statement_import_ofx** will add
support for the OFX (Open Financial Exchange) file format. You will find
those modules in the OCA project
`bank-statement-import <https://github.com/OCA/bank-statement-import>`__
or, for the country-specific formats, in the OCA localization projects.
**Table of contents**
@@ -46,11 +59,21 @@ This module only provides the technical framework for the import of statement fi
Usage
=====
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 **Import** button. Odoo will create a new bank statement (or several if your statement file is a multi-account file).
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 **Import** button. Odoo will create a new bank
statement (or several if your statement file is a multi-account file).
If your statement file contains transactions that were already imported in Odoo, they will not be created a second time.
If your statement file contains transactions that were already imported
in Odoo, they will not be created a second time.
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.
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.
Bug Tracker
===========
@@ -58,7 +81,7 @@ Bug Tracker
Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/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 <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_file%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_file%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
@@ -66,20 +89,20 @@ Credits
=======
Authors
~~~~~~~
-------
* Odoo SA
* Akretion
Contributors
~~~~~~~~~~~~
------------
* Odoo S.A.
* Alexis de Lattre <alexis.delattre@akretion.com>
* Tecnativa - Pedro M. Baeza
- Odoo S.A.
- Alexis de Lattre <alexis.delattre@akretion.com>
- Tecnativa - Pedro M. Baeza
Maintainers
~~~~~~~~~~~
-----------
This module is maintained by the OCA.
@@ -99,6 +122,6 @@ Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-alexis-via|
This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_file>`_ project on GitHub.
This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_file>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

3
account_statement_import_file/pyproject.toml Normal file
View File

@@ -0,0 +1,3 @@
[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"

3
account_statement_import_file/readme/CONTRIBUTORS.md Normal file
View File

@@ -0,0 +1,3 @@
- Odoo S.A.
- Alexis de Lattre \<<alexis.delattre@akretion.com>\>
- Tecnativa - Pedro M. Baeza

3
account_statement_import_file/readme/CONTRIBUTORS.rst
View File

@@ -1,3 +0,0 @@
* Odoo S.A.
* Alexis de Lattre <alexis.delattre@akretion.com>
* Tecnativa - Pedro M. Baeza

22
account_statement_import_file/readme/DESCRIPTION.md Normal file
View File

@@ -0,0 +1,22 @@
This module is the successor of the module
**account_bank_statement_import** that was part of Odoo Community until
Odoo v13 and was moved to Odoo Enterprise for Odoo v14 (cf [this
commit](https://github.com/odoo/odoo/commit/9ba8734f15e1a292ca27b1a026e8366a91b2a8c9)).
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.
This module has several additionnal feature:
- support multi-account bank statement files,
- attach the file to the bank statement (to facilitate the diagnostic in
case of problem),
- improved error messages.
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 **account_statement_import_ofx** will add
support for the OFX (Open Financial Exchange) file format. You will find
those modules in the OCA project
[bank-statement-import](https://github.com/OCA/bank-statement-import)
or, for the country-specific formats, in the OCA localization projects.

9
account_statement_import_file/readme/DESCRIPTION.rst
View File

@@ -1,9 +0,0 @@
This module is the successor of the module **account_bank_statement_import** that was part of Odoo Community until Odoo v13 and was moved to Odoo Enterprise for Odoo v14 (cf `this commit <https://github.com/odoo/odoo/commit/9ba8734f15e1a292ca27b1a026e8366a91b2a8c9>`_). 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.
This module has several additionnal feature:
* support multi-account bank statement files,
* attach the file to the bank statement (to facilitate the diagnostic in case of problem),
* improved error messages.
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 **account_statement_import_ofx** will add support for the OFX (Open Financial Exchange) file format. You will find those modules in the OCA project `bank-statement-import <https://github.com/OCA/bank-statement-import>`_ or, for the country-specific formats, in the OCA localization projects.

15
account_statement_import_file/readme/USAGE.md Normal file
View File

@@ -0,0 +1,15 @@
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 **Import** button. Odoo will create a new bank
statement (or several if your statement file is a multi-account file).
If your statement file contains transactions that were already imported
in Odoo, they will not be created a second time.
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.

5
account_statement_import_file/readme/USAGE.rst
View File

@@ -1,5 +0,0 @@
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 **Import** button. Odoo will create a new bank statement (or several if your statement file is a multi-account file).
If your statement file contains transactions that were already imported in Odoo, they will not be created a second time.
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.

42
account_statement_import_file/static/description/index.html
View File

@@ -1,4 +1,3 @@
<?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>
@@ -369,15 +368,28 @@ ul.auto-toc {
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:05b01603d319c8d76bf854f4c741c8439547285d1db7cfddfdd65d8c75a06e54
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Mature" src="https://img.shields.io/badge/maturity-Mature-brightgreen.png" /></a> <a class="reference external image-reference" 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 image-reference" href="https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_file"><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-16-0/bank-statement-import-16-0-account_statement_import_file"><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&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<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>
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Mature" src="https://img.shields.io/badge/maturity-Mature-brightgreen.png" /></a> <a class="reference external image-reference" 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 image-reference" href="https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_file"><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-17-0/bank-statement-import-17-0-account_statement_import_file"><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&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<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>
<p>This module has several additionnal feature:</p>
<ul class="simple">
<li>support multi-account bank statement files,</li>
<li>attach the file to the bank statement (to facilitate the diagnostic in case of problem),</li>
<li>attach the file to the bank statement (to facilitate the diagnostic
in case of problem),</li>
<li>improved error messages.</li>
</ul>
<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>
<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>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
@@ -393,16 +405,26 @@ ul.auto-toc {
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
<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>
<p>If your statement file contains transactions that were already imported in Odoo, they will not be created a second time.</p>
<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>
<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>
<p>If your statement file contains transactions that were already imported
in Odoo, they will not be created a second time.</p>
<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>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-2">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_file%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<a class="reference external" href="https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_file%0Aversion:%2017.0%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">
@@ -431,7 +453,7 @@ mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external image-reference" href="https://github.com/alexis-via"><img alt="alexis-via" src="https://github.com/alexis-via.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_file">OCA/bank-statement-import</a> project on GitHub.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_file">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>