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[12.0][add] account_bank_statement_import_txt_xlsx #227

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JordiBForgeFlow
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@JordiBForgeFlow JordiBForgeFlow commented Oct 1, 2019

Import TXT/CSV and XLSX files as Bank Statements in Odoo

This module allows you to import any TXT, XLSX file in Odoo as bank
statements.

Configuration:

  • Create or go to a bank journal where you want to import the txt statement.

  • Edit that journal and set a Txt map in Statement Import Txt Map section in Advanced
    Settings
    tab.

  • Now you can import Text based statements in that journal.

Note: if existent Txt Map does not fit to your file to import, you can
create another map in Invoicing > Configuration > Accounting >
Statement Import Txt Mapping
.

You can import headers from any Txt file in Action > Create Txt Map
Lines
and set every line with which field of statement have to match.

Usage:
To use this module, you need to:

#. Go to your bank online and download your Bank Statement in TXT/CSV or XLSX format.

This module has been created using the ideas from account_bank_statement_import_paypal

@pedrobaeza pedrobaeza added this to the 12.0 milestone Oct 1, 2019
'type': 'bank',
'code': 'TXT',
'currency_id': (
usd.id if self.env.user.company_id.currency_id != usd else False
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line too long

@JordiBForgeFlow JordiBForgeFlow force-pushed the 12.0-add-account_bank_statement_import_txt branch 2 times, most recently from 0b27621 to 56d0ca5 Compare October 7, 2019 04:50
@JordiBForgeFlow
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@NuriaMartinXifre @Joansis can you review?

@oca-clabot
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Hey @JordiBForgeFlow, thank you for your Pull Request.

It looks like some users haven't signed our Contributor License Agreement, yet.
You can read and sign our full Contributor License Agreement here: http://odoo-community.org/page/cla
Here is a list of the users:

Appreciation of efforts,
OCA CLAbot

@JoanSForgeFlow JoanSForgeFlow force-pushed the 12.0-add-account_bank_statement_import_txt branch 3 times, most recently from 7e9d9ca to 801cb45 Compare December 16, 2019 08:11
@JordiBForgeFlow JordiBForgeFlow changed the title [12.0][add] account_bank_statement_import_txt [12.0][add] account_bank_statement_import_txt_xlsx Dec 18, 2019
@MiquelRForgeFlow
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Is this PR full ready? should something be squashed?

@JordiBForgeFlow JordiBForgeFlow force-pushed the 12.0-add-account_bank_statement_import_txt branch from 2188f1d to 61c69dd Compare February 10, 2020 11:59
@JoanSForgeFlow JoanSForgeFlow force-pushed the 12.0-add-account_bank_statement_import_txt branch from 61c69dd to 2188f1d Compare February 10, 2020 12:44
@JordiBForgeFlow JordiBForgeFlow force-pushed the 12.0-add-account_bank_statement_import_txt branch from 2188f1d to 4d00d1d Compare February 10, 2020 12:45
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This PR has the approved label and has been created more than 5 days ago. It should therefore be ready to merge by a maintainer (or a PSC member if the concerned addon has no declared maintainer). 🤖

@JordiBForgeFlow JordiBForgeFlow merged commit e055ee8 into OCA:12.0 Feb 10, 2020
@MiquelRForgeFlow MiquelRForgeFlow deleted the 12.0-add-account_bank_statement_import_txt branch February 10, 2020 13:02
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6 participants