[18.0][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/18.0/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-18-0/bank-statement-import-18-0-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=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module provides online bank statements from Plaid.com, supporting
+both Sandbox and Production environments.
+
+**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.
+
+Plaid Account & Credentials
+---------------------------
+
+To obtain the necessary credentials (*Client ID* and *Secret*), follow
+these steps:
+
+1. **Create a Plaid Account**: Go to
+   `dashboard.plaid.com/signup <https://dashboard.plaid.com/signup>`__
+   and sign up for a developer account.
+
+2. **Get Credentials**: Once logged in, navigate to **Platform >
+   Developers > Keys** in the Plaid Dashboard. Here you will find your
+   **Client ID** and **Secret**.
+
+   |Plaid Keys Dashboard|
+
+   .. note::
+
+      There are different secrets for **Sandbox** (testing) and
+      **Production** (live) environments. Make sure to copy the secret
+      corresponding to the environment you intend to use.
+
+   .. important::
+
+      **Account Approval Times:**
+
+      - For **US-based companies**, approval typically takes **1-2
+        business days**.
+      - For **companies outside the United States**, the approval
+        process may take longer.
+
+Configuration in Odoo
+---------------------
+
+When configuring the provider in Odoo, map the Plaid credentials as
+follows:
+
+- **Username**: Enter your Plaid **Client ID**.
+- **Password**: Enter your Plaid **Secret** (Sandbox or Production).
+- **Plaid Environment**: Select **Sandbox** for testing or
+  **Production** for live data.
+
+Check also ``account_bank_statement_import_online`` configuration
+instructions for more information.
+
+.. |Plaid Keys Dashboard| image:: https://raw.githubusercontent.com/OCA/bank-statement-import/18.0/account_statement_import_online_plaid/static/description/plaid_keys.png
+
+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:%2018.0%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 <[email protected]>
+  - Rolando Rebollo \\ <[email protected]>
+  - Antonio Ruban \\ <[email protected]>
+
+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/18.0/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": "18.0.1.0.0",
+    "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": [
+        "views/online_bank_statement_provider.xml",
+    ],
+    "assets": {
+        "web.assets_backend": [
+            "/account_statement_import_online_plaid/static/src/**/*.js",
+        ],
+    },
+    "external_dependencies": {
+        "python": ["plaid-python"],
+    },
+}

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