Online Bank Statements

account_statement_import_online · OCA/bank-statement-import

    Repository
    OCA/bank-statement-import · module folder · Try on Runboat
    Module version
    1.0.1
    Category
    Accounting
    Folder size
    0.27 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/bank-statement-import
    Last tracking update
    2026-08-07 09:06:25
    Authors
    Odoo Community Association (OCA), CorporateHub
    Maintainers
    Odoo Community Association (OCA), CorporateHub
    Committers
    Pilar Vargas, Weblate, Michael Köck, OCA-git-bot, oca-ci
    Odoo dependencies
    OCA/account-reconcile:
    - account_statement_base
    OCA/bank-statement-import:
    - account_statement_import_base
    odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - http_routing
    - auth_signup
    - digest
    - resource
    Python dependencies
    None
    System dependencies
    None
    Required by
    account_statement_import_online_paypal, account_statement_import_online_ponto, account_statement_import_online_qonto
    Description
    This module provides base for building online bank statements providers.

    Code Analysis ⓘ

    Views touched (6)
    XML IDNameModelTypeStatus
    online_bank_statement_provider_filter online.bank.statement.provider.filter online.bank.statement.provider search New
    online_bank_statement_provider_form online.bank.statement.provider.form online.bank.statement.provider form New
    online_bank_statement_provider_tree online.bank.statement.provider.list online.bank.statement.provider list New
    online_bank_statement_pull_debug_form online.bank.statement.pull.debug form New
    online_bank_statement_pull_wizard_form online.bank.statement.pull.wizard.form online.bank.statement.pull.wizard form New
    view_account_journal_form account.journal.form account.journal form Inherits account.view_account_journal_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (4)

    New fields (2)
    • online_bank_statement_provider Selection
      selection=<expr>
    • online_bank_statement_provider_id Many2one → online.bank.statement.provider
      comodel_name='online.bank.statement.provider' copy=False string='Statement Provider'
    Public methods (4)
    • action_online_bank_statements_pull_wizard(self)
      This method is also kept for compatibility reasons.
    • action_open_online_bank_statement_provider(self)
    • create(self, vals_list)
      @api.model_create_multi
    • write(self, vals)

    New fields (25)
    • account_number Char
      related='journal_id.bank_account_id.sanitized_acc_number'
    • active Boolean
      default=True
    • api_base Char
    • certificate Binary
    • certificate_chain Text
    • certificate_private_key Text
    • certificate_public_key Text
    • company_id Many2one
      related='journal_id.company_id' store=True
    • create_statement Boolean
      default=True help='Create statements for the downloaded transactions automatically or not.'
    • currency_id Many2one
      related='journal_id.currency_id'
    • interval_number Integer
      default=1 required=True string='Scheduled update interval'
    • interval_type Selection
      default='hours' required=True selection=[('minutes', 'Minute(s)'), ('hours', 'Hour(s)'), ('days', 'Day(s)'), ('weeks', 'Week(s)')]
    • journal_id Many2one → account.journal
      comodel_name='account.journal' domain=[('type', '=', 'bank')] ondelete='cascade' required=True
    • key Binary
    • last_successful_run Datetime
      string='Last successful pull'
    • name Char
      compute='_compute_name' store=True
    • next_run Datetime
      default=fields.Datetime.now required=True string='Next scheduled pull'
    • origin Char
    • passphrase Char
    • password Char
    • service Selection
      required=True selection=<expr>
    • statement_creation_mode Selection
      default='daily' required=True selection=[('daily', 'Day'), ('weekly', 'Week'), ('monthly', 'Month')] string='Transactions interval to obtain'
    • tz Selection
      default=<expr> help='Timezone to convert transaction timestamps to prior being saved into a statement.' selection=_tz_get string='Timezone'
    • update_schedule Char
      compute='_compute_update_schedule'
    • username Char
    Public methods (6)
    • action_online_bank_statements_pull_wizard(self)
    • create(self, vals_list)
      @api.model_create_multi
      Set provider_id on journal after creation.
    • make_statement_name(self, statement_date_since)
      Make name for statement using date and journal name.
    • unlink(self)
      Reset journals.
    • values_service(self)
      @api.model
    • write(self, vals)
      Set provider_id on journal after creation.

    New fields (1)
    • data Text
      readonly=True required=True string='RAW data'
    Public methods (0)

    No public methods.

    New fields (2)
    • date_since Datetime
      default=fields.Datetime.now required=True string='From'
    • date_until Datetime
      default=fields.Datetime.now required=True string='To'
    Public methods (2)
    • action_debug(self)
      Pull statements in debug and show result.
    • action_pull(self)
      Pull statements from provider and then show list of statements.

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