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[15.0][ADD] account_statement_import_online_gocardless #635

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pedrobaeza
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This module provides online bank statements from GoCardless Bank Account Data, which provides a free API for connecting and getting transactions for bank accounts.

@Tecnativa TT45760

@pedrobaeza pedrobaeza added this to the 15.0 milestone Nov 3, 2023
@pedrobaeza pedrobaeza force-pushed the 15.0-add-account_statement_import_online_gocardless branch from baa7f80 to e64c522 Compare November 3, 2023 16:25
@pedrobaeza
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@ChrisOForgeFlow @JordiBForgeFlow this one is the spiritual successor to #496, due to the Nordigen absortion by GoCardless. It includes:

  • The new endpoint.
  • Simplified code.
  • Better token renewal.
  • Proper documentation.
  • Test (although mocked).

I haven't preserved the commit history, as all the renamings of variables will make a huge diff. I have put you instead as co-authors. Is it OK for you?

@pedrobaeza pedrobaeza force-pushed the 15.0-add-account_statement_import_online_gocardless branch from e64c522 to 7a4ebb6 Compare November 3, 2023 17:01
@pedrobaeza pedrobaeza force-pushed the 15.0-add-account_statement_import_online_gocardless branch from 7a4ebb6 to 4994a1a Compare November 3, 2023 17:34
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JordiBForgeFlow commented Nov 3, 2023 via email

@Rad0van
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Rad0van commented Nov 3, 2023

Nice one! Thanx a lot @pedrobaeza & @JordiBForgeFlow !!! Thank you very much. As soon as it's merged we'll port to 16 (we'll start now to be ready). Wanna try it in our Odoo...

@pedrobaeza pedrobaeza force-pushed the 15.0-add-account_statement_import_online_gocardless branch from 4994a1a to 7624efb Compare November 3, 2023 17:58
This module provides online bank statements from GoCardless Bank Account
Data, which provides a free API for connecting and getting transactions
for bank accounts.

TT45760

Co-Authored-By: Christopher Ormaza <chris.ormaza@forgeflow.com>
Co-Authored-By: Jordi Ballester <jordi.ballester@forgeflow.com>
@pedrobaeza pedrobaeza force-pushed the 15.0-add-account_statement_import_online_gocardless branch from 7624efb to ae07372 Compare November 4, 2023 10:31
@achulii
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achulii commented Nov 5, 2023

@pedrobaeza Hello! We are porting this module to version 16, as @Rad0van mentioned earlier. In version 16 the situation is like this, ondelete="cascade" is no longer there for statement_id in account.bank.statement.line (was there up until 15 - removed with this commit odoo/odoo@4fb0933#diff-96c5c4fc954f9deb57474d052d9c59b68cc41b610205d342949727ece08ac404 ). When I manually delete account.bank.statement, related line_ids will remain untouched, and at every next import, they will be ignored (because of unique_import_id). Can you maybe suggest any ideas on how to treat this? Or should I just manually delete appropriate line_ids as well?

@pedrobaeza
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IMO, this should be handled at account_statement_base (https://github.com/OCA/account-reconcile/tree/16.0/account_statement_base), re-adding such constraint or adding an extra statement lines menu entry/shortcut to it.

@Rad0van
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Rad0van commented Nov 5, 2023

IMO, this should be handled at account_statement_base (https://github.com/OCA/account-reconcile/tree/16.0/account_statement_base), re-adding such constraint or adding an extra statement lines menu entry/shortcut to it.

I was opposed to re-adding the constraint (if you mean ondelete="cascade") because I thought it was removed for some reason - i.e. they wanted to be able to retain statement lines even without the statement itself. Was afraid it could break something where they rely on the lines being present even without statement itself. Cannot really imagine what the scenario could be though.

If you're talking about extra menu entry/shortcut, you mean something like a filter for "orphaned" statement lines?

@pedrobaeza
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I mean having a view to manually see/delete statement lines.

@pedrobaeza
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/ocabot merge nobump

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This PR looks fantastic, let's merge it!
Prepared branch 15.0-ocabot-merge-pr-635-by-pedrobaeza-bump-nobump, awaiting test results.

@OCA-git-bot OCA-git-bot merged commit 5cfb574 into OCA:15.0 Nov 29, 2023
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Congratulations, your PR was merged at 1b81b9d. Thanks a lot for contributing to OCA. ❤️

@pedrobaeza pedrobaeza deleted the 15.0-add-account_statement_import_online_gocardless branch November 29, 2023 09:17
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7 participants