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[IMP] account_statement_import_online_plaid: pre-commit auto fixes
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rrebollo committed Nov 28, 2024
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75 changes: 37 additions & 38 deletions account_statement_import_online_plaid/README.rst
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Expand Up @@ -17,13 +17,13 @@ Online Bank Statements: plaid.com
: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_plaid
:target: https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_online_plaid
: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_plaid
:target: https://translation.odoo-community.org/projects/bank-statement-import-17-0/bank-statement-import-17-0-account_statement_import_online_plaid
: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
:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|
Expand All @@ -40,76 +40,75 @@ 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 *Plaid.com* as online bank statements provider in
*Online Bank Statements (OCA)* section
#. Save the bank account
#. Click on provider and configure provider-specific settings.
1. Go to *Invoicing > Configuration > Bank Accounts*
2. Open bank account to configure and edit it
3. Set *Bank Feeds* to *Online*
4. Select *Plaid.com* as online bank statements provider in *Online Bank
Statements (OCA)* section
5. Save the bank account
6. 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 *Plaid.com* as online bank statements provider in
*Online Bank Statements (OCA)* section
#. Save the bank account
#. Click on provider and configure provider-specific settings.
1. Go to *Invoicing > Overview*
2. Open settings of the corresponding journal account
3. Switch to *Bank Account* tab
4. Set *Bank Feeds* to *Online*
5. Select *Plaid.com* as online bank statements provider in *Online Bank
Statements (OCA)* section
6. Save the bank account
7. Click on provider and configure provider-specific settings.

To obtain *Login* and *Key*:

#. Open `Plaid.com <https://plaid.com/>`_.
1. Open `Plaid.com <https://plaid.com/>`__.

Check also ``account_bank_statement_import_online`` configuration instructions
for more information.
Check also ``account_bank_statement_import_online`` configuration
instructions for more information.

Usage
=====

To pull historical bank statements:

#. Go to *Invoicing > Configuration > Bank Accounts*
#. Select specific bank accounts
#. Configure username, password and host for plaid
#. Launch *Actions > Sync with plaid.com*
1. Go to *Invoicing > Configuration > Bank Accounts*
2. Select specific bank accounts
3. Configure username, password and host for plaid
4. Launch *Actions > Sync with plaid.com*
5. After launch *Actions > Online Bank Statements Pull Wizard*
6. Configure date interval and click *Pull*

#. After launch *Actions > Online Bank Statements Pull Wizard*
#. Configure date interval and click *Pull*

If historical data is not needed, then just simply wait for the scheduled
activity "Pull Online Bank Statements" to be executed for getting new
transactions.
If historical data is not needed, then just simply wait for the
scheduled activity "Pull Online Bank Statements" to be executed for
getting new transactions.

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_plaid%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online_plaid%0Aversion:%2017.0%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
~~~~~~~
-------

* Binhex

Contributors
~~~~~~~~~~~~
------------

* `Binhex <https://binhex.cloud>`_:
- `Binhex <https://binhex.cloud>`__:

* Adasat Torres de León <a.torres@binhex.cloud>
- Adasat Torres de León <a.torres@binhex.cloud>

Maintainers
~~~~~~~~~~~
-----------

This module is maintained by the OCA.

Expand All @@ -121,6 +120,6 @@ 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_plaid>`_ project on GitHub.
This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_online_plaid>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions account_statement_import_online_plaid/pyproject.toml
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[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
27 changes: 27 additions & 0 deletions account_statement_import_online_plaid/readme/CONFIGURE.md
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To configure online bank statements provider:

1. Go to *Invoicing \> Configuration \> Bank Accounts*
2. Open bank account to configure and edit it
3. Set *Bank Feeds* to *Online*
4. Select *Plaid.com* as online bank statements provider in *Online
Bank Statements (OCA)* section
5. Save the bank account
6. Click on provider and configure provider-specific settings.

or, alternatively:

1. Go to *Invoicing \> Overview*
2. Open settings of the corresponding journal account
3. Switch to *Bank Account* tab
4. Set *Bank Feeds* to *Online*
5. Select *Plaid.com* as online bank statements provider in *Online
Bank Statements (OCA)* section
6. Save the bank account
7. Click on provider and configure provider-specific settings.

To obtain *Login* and *Key*:

1. Open [Plaid.com](https://plaid.com/).

Check also `account_bank_statement_import_online` configuration
instructions for more information.
27 changes: 0 additions & 27 deletions account_statement_import_online_plaid/readme/CONFIGURE.rst

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2 changes: 2 additions & 0 deletions account_statement_import_online_plaid/readme/CONTRIBUTORS.md
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@@ -0,0 +1,2 @@
- [Binhex](https://binhex.cloud):
- Adasat Torres de León \<<a.torres@binhex.cloud>\>
3 changes: 0 additions & 3 deletions account_statement_import_online_plaid/readme/CONTRIBUTORS.rst

This file was deleted.

12 changes: 12 additions & 0 deletions account_statement_import_online_plaid/readme/USAGE.md
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@@ -0,0 +1,12 @@
To pull historical bank statements:

1. Go to *Invoicing \> Configuration \> Bank Accounts*
2. Select specific bank accounts
3. Configure username, password and host for plaid
4. Launch *Actions \> Sync with plaid.com*
5. After launch *Actions \> Online Bank Statements Pull Wizard*
6. Configure date interval and click *Pull*

If historical data is not needed, then just simply wait for the
scheduled activity "Pull Online Bank Statements" to be executed for
getting new transactions.
13 changes: 0 additions & 13 deletions account_statement_import_online_plaid/readme/USAGE.rst

This file was deleted.

35 changes: 19 additions & 16 deletions account_statement_import_online_plaid/static/description/index.html
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Expand Up @@ -8,10 +8,11 @@

/*
:Author: David Goodger (goodger@python.org)
:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
:Copyright: This stylesheet has been placed in the public domain.

Default cascading style sheet for the HTML output of Docutils.
Despite the name, some widely supported CSS2 features are used.

See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
customize this style sheet.
Expand Down Expand Up @@ -274,7 +275,7 @@
margin-left: 2em ;
margin-right: 2em }

pre.code .ln { color: grey; } /* line numbers */
pre.code .ln { color: gray; } /* line numbers */
pre.code, code { background-color: #eeeeee }
pre.code .comment, code .comment { color: #5C6576 }
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
Expand All @@ -300,7 +301,7 @@
span.pre {
white-space: pre }

span.problematic {
span.problematic, pre.problematic {
color: red }

span.section-subtitle {
Expand Down Expand Up @@ -368,7 +369,7 @@ <h1 class="title">Online Bank Statements: plaid.com</h1>
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:a7b84e04274ce7746346dbb4b33c1d2d98df5306dfde3a173ce2982576104eae
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<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_plaid"><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_plaid"><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><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/17.0/account_statement_import_online_plaid"><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-17-0/bank-statement-import-17-0-account_statement_import_online_plaid"><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=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module provides online bank statements from Plaid.com.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
Expand All @@ -391,8 +392,8 @@ <h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<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 <em>Plaid.com</em> as online bank statements provider in
<em>Online Bank Statements (OCA)</em> section</li>
<li>Select <em>Plaid.com</em> as 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>
Expand All @@ -402,17 +403,17 @@ <h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<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 <em>Plaid.com</em> as online bank statements provider in
<em>Online Bank Statements (OCA)</em> section</li>
<li>Select <em>Plaid.com</em> as 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>To obtain <em>Login</em> and <em>Key</em>:</p>
<ol class="arabic simple">
<li>Open <a class="reference external" href="https://plaid.com/">Plaid.com</a>.</li>
</ol>
<p>Check also <tt class="docutils literal">account_bank_statement_import_online</tt> configuration instructions
for more information.</p>
<p>Check also <tt class="docutils literal">account_bank_statement_import_online</tt> configuration
instructions for more information.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
Expand All @@ -425,16 +426,16 @@ <h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<li>After launch <em>Actions &gt; Online Bank Statements Pull Wizard</em></li>
<li>Configure date interval and click <em>Pull</em></li>
</ol>
<p>If historical data is not needed, then just simply wait for the scheduled
activity “Pull Online Bank Statements” to be executed for getting new
transactions.</p>
<p>If historical data is not needed, then just simply wait for the
scheduled activity “Pull Online Bank Statements” to be executed for
getting new transactions.</p>
</div>
<div class="section" id="bug-tracker">
<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 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_plaid%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<a class="reference external" href="https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online_plaid%0Aversion:%2017.0%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">
Expand All @@ -457,11 +458,13 @@ <h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
<div class="section" id="maintainers">
<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>
<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>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_plaid">OCA/bank-statement-import</a> project on GitHub.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/17.0/account_statement_import_online_plaid">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>
Expand Down
1 change: 1 addition & 0 deletions requirements.txt
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@@ -1,3 +1,4 @@
# generated from manifests external_dependencies
chardet
plaid-python
xlrd

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