[17.0][MIG] account_statement_import_online_plaid

account_statement_import_online_plaid/README.rst

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+=================================
+Online Bank Statements: plaid.com
+=================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :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/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-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=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module provides online bank statements from Plaid.com.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+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.
+
+Usage
+=====
+
+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.
+
+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:%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>`__:
+
+  - Adasat Torres de León <a.torres@binhex.cloud>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+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/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.

account_statement_import_online_plaid/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import models

account_statement_import_online_plaid/__manifest__.py

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+# Copyright 2024 Binhex - Adasat Torres de León.
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Online Bank Statements: plaid.com",
+    "version": "17.0.1.0.0",
+    "category": "Account",
+    "website": "https://github.com/OCA/bank-statement-import",
+    "author": "Binhex, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "installable": True,
+    "depends": ["account_statement_import_online"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/online_bank_statement_provider.xml",
+    ],
+    "assets": {
+        "web.assets_backend": [
+            "/account_statement_import_online_plaid/static/src/**/*.js",
+        ],
+    },
+    "external_dependencies": {
+        "python": ["plaid-python==23.0.0"],
+    },
+}

account_statement_import_online_plaid/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_statement_import_online_plaid
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 16.0-20240104\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-05-22 12:02+0000\n"
+"PO-Revision-Date: 2024-05-22 13:04+0100\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"Language: es\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: nplurals=2; plural=(n != 1);\n"
+"X-Generator: Poedit 3.4.3\n"
+
+#. module: account_statement_import_online_plaid
+#: model:ir.model.fields.selection,name:account_statement_import_online_plaid.selection__online_bank_statement_provider__plaid_host__development
+msgid "Development"
+msgstr "Desarrollo"
+
+#. module: account_statement_import_online_plaid
+#. odoo-python
+#: code:addons/account_statement_import_online_plaid/models/plaid_interface.py:0
+#, python-format
+msgid "Error getting access token: %s"
+msgstr "Error al obtener el token de acceso: %s"
+
+#. module: account_statement_import_online_plaid
+#. odoo-python
+#: code:addons/account_statement_import_online_plaid/models/plaid_interface.py:0
+#, python-format
+msgid "Error getting client api: %s"
+msgstr "Error obteniendo api de cliente: %s"
+
+#. module: account_statement_import_online_plaid
+#. odoo-python
+#: code:addons/account_statement_import_online_plaid/models/plaid_interface.py:0
+#, python-format
+msgid "Error getting link token: %s"
+msgstr "Error al obtener el token de enlace: %s"
+
+#. module: account_statement_import_online_plaid
+#. odoo-python
+#: code:addons/account_statement_import_online_plaid/models/plaid_interface.py:0
+#, python-format
+msgid "Error getting transactions: %s"
+msgstr "Error al obtener transacciones: %s"
+
+#. module: account_statement_import_online_plaid
+#: model_terms:ir.ui.view,arch_db:account_statement_import_online_plaid.online_bank_statement_provider_form
+msgid "Login"
+msgstr "Iniciar sesión"
+
+#. module: account_statement_import_online_plaid
+#: model:ir.model,name:account_statement_import_online_plaid.model_online_bank_statement_provider
+msgid "Online Bank Statement Provider"
+msgstr "Proveedor de extractos bancarios en línea"
+
+#. module: account_statement_import_online_plaid
+#: model:ir.model.fields,field_description:account_statement_import_online_plaid.field_online_bank_statement_provider__plaid_access_token
+msgid "Plaid Access Token"
+msgstr "Ficha de acceso Plaid"
+
+#. module: account_statement_import_online_plaid
+#: model:ir.model.fields,field_description:account_statement_import_online_plaid.field_online_bank_statement_provider__plaid_host
+#: model_terms:ir.ui.view,arch_db:account_statement_import_online_plaid.online_bank_statement_provider_form
+msgid "Plaid Host"
+msgstr "Anfitrión"
+
+#. module: account_statement_import_online_plaid
+#: model:ir.model,name:account_statement_import_online_plaid.model_plaid_interface
+msgid "Plaid Interface"
+msgstr "Interfaz plaid"
+
+#. module: account_statement_import_online_plaid
+#: model_terms:ir.ui.view,arch_db:account_statement_import_online_plaid.online_bank_statement_provider_form
+msgid "Plaid config"
+msgstr "Configuración plaid"
+
+#. module: account_statement_import_online_plaid
+#: model:ir.model.fields.selection,name:account_statement_import_online_plaid.selection__online_bank_statement_provider__plaid_host__production
+msgid "Production"
+msgstr "Producción"
+
+#. module: account_statement_import_online_plaid
+#: model:ir.model.fields.selection,name:account_statement_import_online_plaid.selection__online_bank_statement_provider__plaid_host__sandbox
+msgid "Sandbox"
+msgstr "Salvadera"
+
+#. module: account_statement_import_online_plaid
+#: model_terms:ir.ui.view,arch_db:account_statement_import_online_plaid.online_bank_statement_provider_form
+msgid "Secret Key"
+msgstr "LLave secreta"
+
+#. module: account_statement_import_online_plaid
+#: model_terms:ir.ui.view,arch_db:account_statement_import_online_plaid.online_bank_statement_provider_form
+msgid "Sync with Plaid.com"
+msgstr "Sincronizar con plaid.com"

account_statement_import_online_plaid/models/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from . import online_bank_statement_provider_plaid
+from . import plaid_interface

account_statement_import_online_plaid/models/online_bank_statement_provider_plaid.py

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+# Copyright 2024 Binhex - Adasat Torres de León.
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo import api, fields, models
+
+
+class OnlineBankStatementProvider(models.Model):
+    _inherit = "online.bank.statement.provider"
+    plaid_access_token = fields.Char()
+    plaid_host = fields.Selection(
+        [
+            ("development", "Development"),
+            ("sandbox", "Sandbox"),
+            ("production", "Production"),
+        ],
+        default="sandbox",
+    )
+
+    def _obtain_statement_data(self, date_since, date_until):
+        self.ensure_one()
+        if self.service != "plaid":
+            return super()._obtain_statement_data(date_since, date_until)
+        return self._plaid_retrieve_data(date_since, date_until), {}
+
+    @api.model
+    def _get_available_services(self):
+        return super()._get_available_services() + [
+            ("plaid", "Plaid.com"),
+        ]
+
+    def action_sync_with_plaid(self):
+        self.ensure_one()
+        plaid_interface = self.env["plaid.interface"]
+        args = [self.username, self.password, self.plaid_host]
+        client = plaid_interface._client(*args)
+        lang = self.env["res.lang"].search([("code", "=", self.env.user.lang)]).iso_code
+        company_name = self.env.user.company_id.name
+        country_code = self.env.user.company_id.country_id.code
+        link_token = plaid_interface._link(
+            client=client,
+            language=lang,
+            country_code=country_code,
+            company_name=company_name,
+            products=["transactions"],
+        )
+        return {
+            "type": "ir.actions.client",
+            "tag": "plaid_login",
+            "params": {
+                "call_model": "online.bank.statement.provider",
+                "call_method": "plaid_create_access_token",
+                "token": link_token,
+                "object_id": self.id,
+            },
+            "target": "new",
+        }
+
+    def _plaid_retrieve_data(self, date_since, date_until):
+        plaid_interface = self.env["plaid.interface"]
+        args = [self.username, self.password, self.plaid_host]
+        client = plaid_interface._client(*args)
+        transactions = plaid_interface._get_transactions(
+            client, self.plaid_access_token, date_since, date_until
+        )
+        return self._prepare_vals_for_statement(transactions)
+
+    @api.model
+    def plaid_create_access_token(self, public_token, active_id):
+        provider = self.browse(active_id)
+        plaid_interface = self.env["plaid.interface"]
+        client = plaid_interface._client(
+            provider.username, provider.password, provider.plaid_host
+        )
+        args = [client, public_token]
+        provider.plaid_access_token = plaid_interface._login(*args)
+        if provider.plaid_access_token:
+            return True
+        return False
+
+    def _prepare_vals_for_statement(self, transactions):
+        return [
+            {
+                "date": transaction["date"],
+                "ref": transaction["name"],
+                "payment_ref": transaction["name"],
+                "unique_import_id": transaction["transaction_id"],
+                "amount": transaction["amount"],
+                "raw_data": transaction,
+            }
+            for transaction in transactions
+        ]