-
-
Notifications
You must be signed in to change notification settings - Fork 417
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
Merge branch '16.0' into 16.0-add-account_statement_import_online_plaid
- Loading branch information
Showing
35 changed files
with
1,367 additions
and
34 deletions.
There are no files selected for viewing
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,105 @@ | ||
=========================== | ||
Online Bank Statements: OFX | ||
=========================== | ||
|
||
.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:e6ebad00d6c39c92584c6ee76b5deae328742e8a81229971ce4ca37d2f1e4cb1 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-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_online_ofx | ||
: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_online_ofx | ||
: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 | ||
:alt: Try me on Runboat | ||
|
||
|badge1| |badge2| |badge3| |badge4| |badge5| | ||
|
||
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. |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,4 @@ | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
|
||
from . import models | ||
from . import wizards |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,22 @@ | ||
# 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, | ||
} |
159 changes: 159 additions & 0 deletions
159
account_statement_import_online_ofx/i18n/account_statement_import_online_ofx.pot
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,159 @@ | ||
# 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 "" |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,4 @@ | ||
# 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
14
account_statement_import_online_ofx/models/ofx_institution.py
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,14 @@ | ||
# 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() |
Oops, something went wrong.