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adasatorres authored Jun 5, 2024
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3 changes: 2 additions & 1 deletion README.md
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Expand Up @@ -29,11 +29,12 @@ addon | version | maintainers | summary
[account_statement_import_ofx](account_statement_import_ofx/) | 16.0.1.0.0 | [![alexis-via](https://github.com/alexis-via.png?size=30px)](https://github.com/alexis-via) | Import OFX Bank Statement
[account_statement_import_online](account_statement_import_online/) | 16.0.1.2.2 | [![alexey-pelykh](https://github.com/alexey-pelykh.png?size=30px)](https://github.com/alexey-pelykh) | Online bank statements update
[account_statement_import_online_gocardless](account_statement_import_online_gocardless/) | 16.0.1.1.0 | | Online Bank Statements: GoCardless
[account_statement_import_online_ofx](account_statement_import_online_ofx/) | 16.0.1.0.0 | | Online bank statements for OFX
[account_statement_import_online_paypal](account_statement_import_online_paypal/) | 16.0.1.0.1 | [![alexey-pelykh](https://github.com/alexey-pelykh.png?size=30px)](https://github.com/alexey-pelykh) | Online bank statements for PayPal.com
[account_statement_import_online_ponto](account_statement_import_online_ponto/) | 16.0.1.1.1 | | Online Bank Statements: MyPonto.com
[account_statement_import_online_qonto](account_statement_import_online_qonto/) | 16.0.1.0.0 | | Online Bank Statements: Qonto
[account_statement_import_qif](account_statement_import_qif/) | 16.0.1.0.0 | | Import QIF Bank Statements
[account_statement_import_sheet_file](account_statement_import_sheet_file/) | 16.0.1.1.1 | [![alexey-pelykh](https://github.com/alexey-pelykh.png?size=30px)](https://github.com/alexey-pelykh) | Import TXT/CSV or XLSX files as Bank Statements in Odoo
[account_statement_import_sheet_file](account_statement_import_sheet_file/) | 16.0.1.1.2 | [![alexey-pelykh](https://github.com/alexey-pelykh.png?size=30px)](https://github.com/alexey-pelykh) | Import TXT/CSV or XLSX files as Bank Statements in Odoo

[//]: # (end addons)

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105 changes: 105 additions & 0 deletions account_statement_import_online_ofx/README.rst
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===========================
Online Bank Statements: OFX
===========================

..
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!! This file is generated by oca-gen-addon-readme !!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:alt: Beta
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This module provides online bank statements from Open Financial Exchange (OFX) institutions.
You can set-up your own provider, or import a list of supported providers.
https://ofxhome.com/ is used as a data source, currently over 300 institutions are supported.

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure online bank statements provider:

#. Go to *Invoicing > Configuration > Online Bank Statement Providers*
#. Create a provider and configure provider-specific settings.

If you want to allow empty bank statements to be created every time the
information is pulled, you can check the option "Allow empty statements"
at the provider configuration level.

**NOTE**: To access these features, user needs to belong to
*Show Full Accounting Features* group.

Usage
=====

To pull historical bank statements:

#. Go to *Invoicing > Configuration > Journals*
#. Select specific bank accounts
#. Launch *Actions > Online Bank Statements Pull Wizard*
#. Configure date interval and click *Pull*

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_online_ofx%0Aversion:%2016.0%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.

Credits
=======

Authors
~~~~~~~

* ForgeFlow

Contributors
~~~~~~~~~~~~

* `ForgeFlow <https://www.forgeflow.com/>`__

* Jasmin Solanki <[email protected]>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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 <https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online_ofx>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions account_statement_import_online_ofx/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from . import models
from . import wizards
22 changes: 22 additions & 0 deletions account_statement_import_online_ofx/__manifest__.py
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# Copyright 2023 ForgeFlow S.L.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

{
"name": "Online Bank Statements: OFX",
"version": "16.0.1.0.0",
"author": "ForgeFlow, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/bank-statement-import",
"license": "AGPL-3",
"category": "Accounting",
"summary": "Online bank statements for OFX",
"depends": [
"account_statement_import_online",
],
"external_dependencies": {"python": ["ofxtools", "ofxparse"]},
"data": [
"security/ir.model.access.csv",
"views/online_bank_statement_provider.xml",
"wizards/online_bank_statement_pull_wizard.xml",
],
"installable": True,
}
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_statement_import_online_ofx
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__account_id
msgid "Account"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__bankid
msgid "Bankid"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution__create_uid
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__create_uid
msgid "Created by"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution__create_date
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__create_date
msgid "Created on"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution__display_name
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__display_name
msgid "Display Name"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution__id
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__id
msgid "ID"
msgstr ""

#. module: account_statement_import_online_ofx
#: model_terms:ir.ui.view,arch_db:account_statement_import_online_ofx.online_bank_statement_provider_form
msgid "Import OFX Institutions"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__institution_id
msgid "Institution"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_online_bank_statement_pull_wizard__is_ofx_provider
msgid "Is Ofx Provider"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution____last_update
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line____last_update
msgid "Last Modified on"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution__write_uid
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__write_uid
msgid "Last Updated by"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution__write_date
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__write_date
msgid "Last Updated on"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution__name
msgid "Name"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution__nickname
msgid "Nickname"
msgstr ""

#. module: account_statement_import_online_ofx
#. odoo-python
#: code:addons/account_statement_import_online_ofx/models/online_bank_statement_provider_ofx.py:0
#, python-format
msgid "OFX Data is not available"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model,name:account_statement_import_online_ofx.model_ofx_institution
msgid "OFX Institution"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model,name:account_statement_import_online_ofx.model_ofx_institution_line
msgid "OFX Institution Line"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_online_bank_statement_pull_wizard__ofx_institution_ids
#: model_terms:ir.ui.view,arch_db:account_statement_import_online_ofx.online_bank_statement_provider_form
msgid "OFX Institutions"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_online_bank_statement_provider__ofx_institution_line_ids
msgid "Ofx Institution Line"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution__ofxhome_id
msgid "Ofxhome"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model,name:account_statement_import_online_ofx.model_online_bank_statement_provider
msgid "Online Bank Statement Provider"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model,name:account_statement_import_online_ofx.model_online_bank_statement_pull_wizard
msgid "Online Bank Statement Pull Wizard"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__password
msgid "Password"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__provider_id
msgid "Provider"
msgstr ""

#. module: account_statement_import_online_ofx
#. odoo-python
#: code:addons/account_statement_import_online_ofx/models/online_bank_statement_provider_ofx.py:0
#, python-format
msgid ""
"The following problem occurred during import.\n"
"\n"
" %s"
msgstr ""

#. module: account_statement_import_online_ofx
#: model:ir.model.fields,field_description:account_statement_import_online_ofx.field_ofx_institution_line__username
msgid "Username"
msgstr ""
4 changes: 4 additions & 0 deletions account_statement_import_online_ofx/models/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from . import ofx_institution
from . import online_bank_statement_provider_ofx
14 changes: 14 additions & 0 deletions account_statement_import_online_ofx/models/ofx_institution.py
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# Copyright 2023 ForgeFlow S.L.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).


from odoo import fields, models


class OFXInstitution(models.Model):
_name = "ofx.institution"
_description = "OFX Institution"

name = fields.Char()
nickname = fields.Char()
ofxhome_id = fields.Integer()
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