[17.0][IMP] account_statement_import_sheet_file: Improve readme

account_statement_import_sheet_file/README.rst

@@ -7,7 +7,7 @@ Bank Statement TXT/CSV/XLSX Import
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-   !! source digest: sha256:90ec58274c675f5d4eb830271ef275cb5cd09e5c62babf88fd1ee82e5f228368
+   !! source digest: sha256:a81423792c6f54b75b043e2526b1bb7768ed6db7404f13ee64aaee7c07049081
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
@@ -28,32 +28,121 @@ Bank Statement TXT/CSV/XLSX Import
 
 |badge1| |badge2| |badge3| |badge4| |badge5|
 
-This module allows you to import any TXT/CSV or XLSX file in Odoo as
-bank statements.
+This module allows users to import bank statements into Odoo using files
+in TXT, CSV, or XLSX formats. It is designed to streamline the process
+of importing and managing bank statement data within Odoo, making it
+easier to handle financial records and reconcile transactions.
 
 **Table of contents**
 
 .. contents::
    :local:
 
+Use Cases / Context
+===================
+
+Business need
+-------------
+
+The account_statement_import_sheet_file module addresses a critical
+business requirement: the efficient and accurate importation of bank
+statement data into Odoo. This need arises due to: Manual data entry
+limitations Financial Accuracy and Compliance Operational Efficiency
+
+Approach
+--------
+
+The module allows users to import bank statements in TXT, CSV, or XLSX
+formats directly into Odoo, reducing the need for manual data entry.
+
+Users can configure column mappings to match the format of their bank
+statements, ensuring that the imported data aligns correctly with Odoo’s
+data structure.
+
+The module integrates smoothly with Odoo’s accounting functionalities,
+allowing for easy reconciliation of imported transactions with existing
+records.
+
+Useful information
+------------------
+
+The module depends on Odoo’s accounting features. Users should ensure
+that the core accounting module is properly configured before using this
+module.
+
 Configuration
 =============
 
-To create TXT/CSV/XLSX statement sheet columns mapping:
+To configure this module, you need to:
+
+1. Create a Statement Sheet Mappings: Go to > Invoicing > Configuration
+   > Accounting > Statement Sheet Mappings
+
+|Alt Text|
+
+2. Create a New Mapping and configure it:
+
+|Alt Text|
+
+-  Name: Specify the name of the field as per your bank statement.
+-  Thousands Separator and Decimal Separator: Specify the format of the
+   number.
+-  Timestamp Format: Specify the format of the date. For example:
+
+   -  %d/%m/%Y = 01/05/2022
+   -  %d/%m/%y = 01/05/22
+   -  %d-%m-%Y = 01-05-2022
+   -  %Y-%m-%dT%H:%M:%SZ = 2022-05-01T15:22:10Z
 
-1. Open *Invoicing > Configuration > Accounting > Statement Sheet
-   Mappings*
-2. Create mapping(s) according to your online banking software statement
-   format
+-  Header lines skip count: The number of the line that contains the
+   tags of the data.
+-  Footer lines skip count: Amount of lines to skip of the footer.
+
+3. Configure the columns to match your bank statement format:
+
+At least, you have to configure:
+
+-  Timestamp Column
+-  Amount type and amount Column
+-  Description Column
+
+|Alt Text|
+
+4. Set the Mapping as default in the bank journal and the bank feeds:
+
+|Alt Text|
+
+|Alt Text|
+
+.. |Alt Text| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_sheet_file/static/config1.png
+.. |Alt Text| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_sheet_file/static/config2.png
+.. |Alt Text| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_sheet_file/static/config3.png
+.. |Alt Text| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_sheet_file/static/config4.png
+.. |Alt Text| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_sheet_file/static/config5.png
 
 Usage
 =====
 
-To use this module, you need to:
+Once you have the Mapping and the Journal set up, you have to import the
+bank statement
+
+1. Go to Account > Dashboard
+2. Click “Import OCA” in the bank journal configured.
+
+|Alt Text|
+
+3. Then “Upload your file”
+
+|Alt Text|
+
+4. Pick your bank file already downloaded.
+5. Import and Start to Reconcile
+
+|Alt Text|
 
-1. Get statement in TXT/CSV or XLSX from your online banking software
-2. Go to Odoo and and import the statement file, selecting corresponding
-   format
+.. |Alt Text| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_sheet_file/static/usage1.png
+.. |Alt Text| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_sheet_file/static/usage2.png
+.. |Alt Text| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/17.0/account_statement_import_sheet_file/static/usage3.png
 
 Changelog
 =========
@@ -91,13 +180,13 @@ Contributors
 -  Alexis de Lattre <[email protected]>
 -  Sebastien BEAU <[email protected]>
 -  Katherine Zaoral
--  Tecnativa (https://www.tecnativa.com)
+-  Tecnativa (`https://www.tecnativa.com <https://www.tecnativa.com>`__)
 
    -  Vicent Cubells
    -  Victor M.M. Torres
    -  Víctor Martínez
 
--  ForgeFlow (https://www.forgeflow.com)
+-  ForgeFlow (`https://www.forgeflow.com <https://www.forgeflow.com>`__)
 
    -  Jordi Ballester Alomar <[email protected]>
    -  Miquel Raïch Regué <[email protected]>

account_statement_import_sheet_file/readme/CONFIGURE.md

@@ -1,6 +1,34 @@
-To create TXT/CSV/XLSX statement sheet columns mapping:
+To configure this module, you need to:
+1. Create a Statement Sheet Mappings: Go to > Invoicing > Configuration > Accounting > Statement Sheet Mappings
+
+![ Alt Text](../static/config1.png)
+
+2. Create a New Mapping and configure it:
+
+![ Alt Text](../static/config2.png)
+
+- Name: Specify the name of the field as per your bank statement.
+- Thousands Separator and Decimal Separator: Specify the format of the number.
+- Timestamp Format: Specify the format of the date. For example:
+  - %d/%m/%Y = 01/05/2022
+  - %d/%m/%y = 01/05/22
+  - %d-%m-%Y = 01-05-2022
+  - %Y-%m-%dT%H:%M:%SZ = 2022-05-01T15:22:10Z
+- Header lines skip count: The number of the line that contains the tags of the data.
+- Footer lines skip count: Amount of lines to skip of the footer.
+
+3. Configure the columns to match your bank statement format:
+
+At least, you have to configure:
+- Timestamp Column
+- Amount type and amount Column
+- Description Column
+
+![ Alt Text](../static/config3.png)
+
+4. Set the Mapping as default in the bank journal and the bank feeds:
+
+![ Alt Text](../static/config4.png)
+
+![ Alt Text](../static/config5.png)
 
-1.  Open *Invoicing \> Configuration \> Accounting \> Statement Sheet
-    Mappings*
-2.  Create mapping(s) according to your online banking software
-    statement format

account_statement_import_sheet_file/readme/CONTEXT.md

@@ -0,0 +1,21 @@
+Business need
+-------------
+
+The account_statement_import_sheet_file module addresses a critical business requirement: the efficient and accurate importation of bank statement data into Odoo. This need arises due to:
+Manual data entry limitations
+Financial Accuracy and Compliance
+Operational Efficiency
+
+Approach
+--------
+
+The module allows users to import bank statements in TXT, CSV, or XLSX formats directly into Odoo, reducing the need for manual data entry.
+
+Users can configure column mappings to match the format of their bank statements, ensuring that the imported data aligns correctly with Odoo’s data structure.
+
+The module integrates smoothly with Odoo’s accounting functionalities, allowing for easy reconciliation of imported transactions with existing records.
+
+Useful information
+------------------
+
+The module depends on Odoo’s accounting features. Users should ensure that the core accounting module is properly configured before using this module.

account_statement_import_sheet_file/readme/DESCRIPTION.md

@@ -1,2 +1 @@
-This module allows you to import any TXT/CSV or XLSX file in Odoo as
-bank statements.
+This module allows users to import bank statements into Odoo using files in TXT, CSV, or XLSX formats.  It is designed to streamline the process of importing and managing bank statement data within Odoo, making it easier to handle financial records and reconcile transactions.

account_statement_import_sheet_file/readme/USAGE.md

@@ -1,5 +1,17 @@
-To use this module, you need to:
+Once you have the Mapping and the Journal set up, you have to import the bank statement
+
+1. Go to Account > Dashboard
+2. Click “Import OCA” in the bank journal configured.
+
+![ Alt Text](../static/usage1.png)
+
+3. Then “Upload your file”
+
+![ Alt Text](../static/usage2.png)
+
+4. Pick your bank file already downloaded.
+5. Import and Start to Reconcile
+
+![ Alt Text](../static/usage3.png)
+
 
-1.  Get statement in TXT/CSV or XLSX from your online banking software
-2.  Go to Odoo and and import the statement file, selecting
-    corresponding format