[IMP] account_statement_import_online: add option to enable or disabl…

…e statement creation.

Starting from Odoo 16, bank statements are optional. This commit introduces the option to create statements automatically or skip their creation.

account_statement_import_online/models/online_bank_statement_provider.py

@@ -26,6 +26,10 @@ class OnlineBankStatementProvider(models.Model):
 
     company_id = fields.Many2one(related="journal_id.company_id", store=True)
     active = fields.Boolean(default=True)
+    create_statement = fields.Boolean(
+        default=True,
+        help="Create statements automatically or not. Since V16, statements are optional.",
+    )
     name = fields.Char(compute="_compute_name", store=True)
     journal_id = fields.Many2one(
         comodel_name="account.journal",
@@ -81,6 +85,7 @@ class OnlineBankStatementProvider(models.Model):
             ("monthly", "Monthly statements"),
         ],
         default="daily",
+        string="Transaction Syncronization",
         required=True,
     )
     api_base = fields.Char()
@@ -297,27 +302,33 @@ def make_statement_name(self, statement_date_since):
     def _statement_create_or_write(self, statement_values):
         """Final creation of statement if new, else write."""
         AccountBankStatement = self.env["account.bank.statement"]
+        AccountBankStatementLine = self.env["account.bank.statement.line"]
         is_scheduled = self.env.context.get("scheduled")
-        if is_scheduled:
-            AccountBankStatement = AccountBankStatement.with_context(
-                tracking_disable=True,
+        if self.create_statement:
+            if is_scheduled:
+                AccountBankStatement = AccountBankStatement.with_context(
+                    tracking_disable=True,
+                )
+            statement_name = statement_values["name"]
+            statement = AccountBankStatement.search(
+                [
+                    ("journal_id", "=", self.journal_id.id),
+                    ("name", "=", statement_name),
+                ],
+                limit=1,
             )
-        statement_name = statement_values["name"]
-        statement = AccountBankStatement.search(
-            [
-                ("journal_id", "=", self.journal_id.id),
-                ("name", "=", statement_name),
-            ],
-            limit=1,
-        )
-        if not statement:
-            statement_values["journal_id"] = self.journal_id.id
-            statement = AccountBankStatement.with_context(
-                journal_id=self.journal_id.id,
-            ).create(statement_values)
+            if not statement:
+                statement_values["journal_id"] = self.journal_id.id
+                statement = AccountBankStatement.with_context(
+                    journal_id=self.journal_id.id,
+                ).create(statement_values)
+            else:
+                statement.write(statement_values)
+            return statement
         else:
-            statement.write(statement_values)
-        return statement
+            lines = [line[2] for line in statement_values.get("line_ids", [])]
+            AccountBankStatementLine.create(lines)
+            return AccountBankStatement  # Return empty statement
 
     def _get_statement_filtered_lines(
         self,

account_statement_import_online/tests/test_account_bank_statement_import_online.py

@@ -385,6 +385,15 @@ def test_dont_create_empty_statements(self):
         self.assertEqual(statements[1].balance_end, 200)
         self.assertEqual(len(statements[1].line_ids), 1)
 
+    def test_dont_create_statement(self):
+        self.provider.statement_creation_mode = "monthly"
+        self.provider.create_statement = False
+        date_since = datetime(2024, 12, 1)
+        date_until = datetime(2024, 12, 31, 23, 59, 59)
+        self.provider.with_context(step={"days": 1})._pull(date_since, date_until)
+        self._getExpectedStatements(0)
+        self._getExpectedLines(31)
+
     def test_unlink_provider(self):
         """Unlink provider should clear fields on journal."""
         self.provider.unlink()

account_statement_import_online/views/online_bank_statement_provider.xml

@@ -83,6 +83,7 @@
                         </group>
                         <group name="configuration" string="Configuration">
                             <field name="statement_creation_mode" />
+                            <field name="create_statement" />
                             <field name="tz" />
                         </group>
                     </group>