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1 change: 1 addition & 0 deletions README.md
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Expand Up @@ -26,6 +26,7 @@ addon | version | maintainers | summary
[account_statement_import_camt54](account_statement_import_camt54/) | 16.0.1.0.0 | | Bank Account Camt54 Import
[account_statement_import_file](account_statement_import_file/) | 16.0.1.0.1 | [![alexis-via](https://github.com/alexis-via.png?size=30px)](https://github.com/alexis-via) | Import Statement Files
[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/) | 16.0.1.0.0 | [![alexey-pelykh](https://github.com/alexey-pelykh.png?size=30px)](https://github.com/alexey-pelykh) | Online bank statements update

[//]: # (end addons)

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49 changes: 18 additions & 31 deletions account_statement_import_online/README.rst
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Expand Up @@ -2,10 +2,13 @@
Online Bank Statements
======================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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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
:target: https://odoo-community.org/page/development-status
Expand All @@ -14,16 +17,16 @@ Online Bank Statements
: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/15.0/account_statement_import_online
:target: https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online
: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-15-0/bank-statement-import-15-0-account_statement_import_online
:target: https://translation.odoo-community.org/projects/bank-statement-import-16-0/bank-statement-import-16-0-account_statement_import_online
:alt: Translate me on Weblate
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:target: https://runbot.odoo-community.org/runbot/174/15.0
:alt: Try me on Runbot
.. |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|
|badge1| |badge2| |badge3| |badge4| |badge5|

This module provides base for building online bank statements providers.

Expand All @@ -37,24 +40,8 @@ Configuration

To configure online bank statements provider:

#. Go to *Invoicing > Configuration > Bank Accounts*
#. Open bank account to configure and edit it
#. Set *Bank Feeds* to *Online*
#. Select online bank statements provider in *Online Bank Statements (OCA)*
section
#. Save the bank account
#. Click on provider and configure provider-specific settings.

or, alternatively:

#. Go to *Invoicing > Overview*
#. Open settings of the corresponding journal account
#. Switch to *Bank Account* tab
#. Set *Bank Feeds* to *Online*
#. Select online bank statements provider in *Online Bank Statements (OCA)*
section
#. Save the bank account
#. Click on provider and configure provider-specific settings.
#. 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"
Expand All @@ -68,9 +55,9 @@ Usage

To pull historical bank statements:

#. Go to *Invoicing > Configuration > Bank Accounts*
#. Select specific bank accounts
#. Launch *Actions > Online Bank Statements Pull Wizard*
#. Go to *Invoicing > Configuration > Online Bank Statement Providers*
#. Select a specific provider
#. Click on *PULL ONLINE BANK STATEMENT*
#. Configure date interval and click *Pull*

**NOTE**: To access these features, user needs to belong to
Expand All @@ -81,8 +68,8 @@ 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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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%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.

Expand Down Expand Up @@ -126,6 +113,6 @@ Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-alexey-pelykh|

This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online>`_ project on GitHub.
This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
74 changes: 30 additions & 44 deletions account_statement_import_online/static/description/index.html
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<?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>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
<title>Online Bank Statements</title>
<style type="text/css">

/*
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Expand Down Expand Up @@ -366,45 +366,31 @@ <h1 class="title">Online Bank Statements</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:d64dadf4f92748dd0112ce40d64257147c0f1a6520fe0b87b298fc01864be51e
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online"><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" href="https://translation.odoo-community.org/projects/bank-statement-import-15-0/bank-statement-import-15-0-account_statement_import_online"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/174/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online"><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_online"><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 provides base for building online bank statements providers.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<p>To configure online bank statements provider:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing &gt; Configuration &gt; Bank Accounts</em></li>
<li>Open bank account to configure and edit it</li>
<li>Set <em>Bank Feeds</em> to <em>Online</em></li>
<li>Select online bank statements provider in <em>Online Bank Statements (OCA)</em>
section</li>
<li>Save the bank account</li>
<li>Click on provider and configure provider-specific settings.</li>
</ol>
<p>or, alternatively:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing &gt; Overview</em></li>
<li>Open settings of the corresponding journal account</li>
<li>Switch to <em>Bank Account</em> tab</li>
<li>Set <em>Bank Feeds</em> to <em>Online</em></li>
<li>Select online bank statements provider in <em>Online Bank Statements (OCA)</em>
section</li>
<li>Save the bank account</li>
<li>Click on provider and configure provider-specific settings.</li>
<li>Go to <em>Invoicing &gt; Configuration &gt; Online Bank Statement Providers</em></li>
<li>Create a provider and configure provider-specific settings.</li>
</ol>
<p>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”
Expand All @@ -413,35 +399,35 @@ <h1><a class="toc-backref" href="#id1">Configuration</a></h1>
<em>Show Full Accounting Features</em> group.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id2">Usage</a></h1>
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<p>To pull historical bank statements:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing &gt; Configuration &gt; Bank Accounts</em></li>
<li>Select specific bank accounts</li>
<li>Launch <em>Actions &gt; Online Bank Statements Pull Wizard</em></li>
<li>Go to <em>Invoicing &gt; Configuration &gt; Online Bank Statement Providers</em></li>
<li>Select a specific provider</li>
<li>Click on <em>PULL ONLINE BANK STATEMENT</em></li>
<li>Configure date interval and click <em>Pull</em></li>
</ol>
<p><strong>NOTE</strong>: To access these features, user needs to belong to
<em>Show Full Accounting Features</em> group.</p>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
<h1><a class="toc-backref" href="#toc-entry-3">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 smashing 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_online%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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_online%0Aversion:%2016.0%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">
<h1><a class="toc-backref" href="#id4">Credits</a></h1>
<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id5">Authors</a></h2>
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
<ul class="simple">
<li>CorporateHub</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
<ul class="simple">
<li><a class="reference external" href="https://corporatehub.eu/">CorporateHub</a><ul>
<li>Alexey Pelykh &lt;<a class="reference external" href="mailto:alexey.pelykh&#64;corphub.eu">alexey.pelykh&#64;corphub.eu</a>&gt;</li>
Expand All @@ -454,15 +440,15 @@ <h2><a class="toc-backref" href="#id6">Contributors</a></h2>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/alexey-pelykh"><img alt="alexey-pelykh" src="https://github.com/alexey-pelykh.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/15.0/account_statement_import_online">OCA/bank-statement-import</a> project on GitHub.</p>
<p><a class="reference external image-reference" href="https://github.com/alexey-pelykh"><img alt="alexey-pelykh" src="https://github.com/alexey-pelykh.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_online">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>
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2 changes: 1 addition & 1 deletion setup/_metapackage/VERSION.txt
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@@ -1 +1 @@
16.0.20230707.1
16.0.20231018.0
1 change: 1 addition & 0 deletions setup/_metapackage/setup.py
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Expand Up @@ -13,6 +13,7 @@
'odoo-addon-account_statement_import_camt>=16.0dev,<16.1dev',
'odoo-addon-account_statement_import_file>=16.0dev,<16.1dev',
'odoo-addon-account_statement_import_ofx>=16.0dev,<16.1dev',
'odoo-addon-account_statement_import_online>=16.0dev,<16.1dev',
],
classifiers=[
'Programming Language :: Python',
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