[IMP] account_ebics - rework readme

account_ebics/README.rst

@@ -6,13 +6,76 @@
 EBICS banking protocol
 ======================
 
-Implementation of the  EBICS banking protocol.
+**Exchange files directly with your banks from Odoo, with no portal and nobody logging in.**
 
-This module facilitates the exchange of files with banks via the EBICS protocol.
+EBICS, the Electronic Banking Internet Communication Standard, is the channel European
+banks open to companies that want their software to talk to the bank. Bank statements are
+downloaded on a schedule and payment files are uploaded from Odoo, authenticated by your
+own cryptographic keys instead of a login page.
+
+This module implements that protocol in Odoo. It has been developed and maintained by
+Noviat since 2015, on every major version of Odoo from 8.0 onwards.
+
+If you are still working out whether EBICS is the right channel for you, we explain it
+without the jargon, with screen recordings of the flow in Odoo, on
+`noviat.com/ebics <https://www.noviat.com/ebics>`_.
 
 |
 
-Installation
+.. image:: https://raw.githubusercontent.com/Noviat/account_ebics/19.0/account_ebics/static/description/ebics_flow.png
+   :alt: Statements come down as camt or MT940 files, payment files go up as pain.001 or pain.008, and your keys stay on your own server
+   :width: 100%
+
+|
+
+What you get
+============
+
+- **Statements that arrive on their own.** A scheduled task collects the files your bank
+  publishes, for every account, and processes them into bank statements.
+- **Payments that leave the same way.** A payment batch or a payment order is uploaded to
+  the bank in the format the bank expects, without exporting a file and re-uploading it
+  somewhere else.
+- **A test mode.** Uploads can be validated against the bank before anything counts as a
+  real payment.
+- **A trace of every exchange.** Each download and each upload is a record, with the file
+  it carried, the moment it happened and the user behind it.
+
+Both **EBICS 2.5** and **EBICS 3.0** are supported.
+
+|
+
+Which banks
+===========
+
+Any bank that publishes an EBICS access point can be connected. The standard is owned by
+EBICS SC, a company held by the German, French, Swiss and Austrian banking bodies
+(DK, CFONB, SIX and PSA), and it is the ordinary corporate channel in those countries.
+
+To check a specific bank before you start, joonis publishes a public directory at
+`joonis.de/en/fintech/banks <https://www.joonis.de/en/fintech/banks/>`_.
+
+|
+
+What it costs
+=============
+
+**This module is free software**, published under LGPL-3. There is no licence fee, no
+subscription and no per-connection charge from Noviat.
+
+It does however rely on the `fintech <https://pypi.python.org/pypi/fintech>`_ library from
+joonis, and that library requires a **commercial licence for production use**: as soon as
+you upload SEPA files with more than five transactions, retrieve statements older than the
+last three days, or use the distributed signature. The licence is contracted directly with
+joonis, not with Noviat.
+
+At the time of writing, joonis charges a one-off setup fee plus a monthly fee per EBICS
+user id. Current pricing is published on
+`joonis.de <https://www.joonis.de/en/fintech/prices/>`_.
+
+|
+
+Requirements
 ============
 
 The module depends upon
@@ -20,6 +83,9 @@ The module depends upon
 - https://pypi.python.org/pypi/fintech
 - https://pypi.python.org/pypi/cryptography
 
+Because the connection needs a Python library and your key files on the server, it runs on
+**Odoo.sh** or on an **on-premise** installation.
+
 Remark:
 
 The EBICS 'Test Mode' for uploading orders requires fintech 4.3.4 or higher for EBICS 2.x
@@ -29,77 +95,6 @@ SWIFT 3SKey support requires fintech 6.4 or higher.
 
 |
 
-We also recommend to consider the installation of the following modules:
-
-|
-
-- account_ebics_oe
-
-  Required if you are running Odoo Enterprise
-
-  Cf. https://github.com/Noviat/account_ebics
-
-|
-
-- account_ebics_batch
-
-  This module adds a cron job for the automated import of EBICS files.
-
-  Cf. https://github.com/Noviat/account_ebics
-
-|
-
-- account_ebics_batch_payment
-
-  Recommended if you are using the Odoo Enterprise account_batch_payment module
-
-  Cf. https://github.com/Noviat/account_ebics
-
-|
-
-- account_usability
-
-  Recommended if you have multiple financial journals.
-  This module adds a number of accounting menu entries such as bank statement list view
-  which allows to see all statements downloaded via the ir.cron automated EBICS download.
-
-  Cf. https://github.com/OCA/account-financial-tools
-
-|
-
-- account_ebics_payment_order
-
-  Required if you are using the OCA account_payment_order module.
-
-  Cf. https://github.com/OCA/bank-payment
-
-|
-
-- account_ebics_oca_statement_import
-
-  Required if you are using the OCA Bank Statement import modules.
-
-  https://github.com/OCA/bank-statement-import
-
-|
-
-- account_statement_import_fr_cfonb
-
-  Required to handle french CFONB files.
-
-  Cf. https://github.com/OCA/l10n_france
-
-|
-
-- account_statement_import_camt
-
-  Required to handle camt.052 and camt.054 files.
-
-  Cf. https://github.com/OCA/bank-statement-import
-
-|
-
-
 Fintech license
 ---------------
 
@@ -127,7 +122,74 @@ The keycode of the licensed version.
 
 |
 
-Cf. https://www.joonis.de/en/fintech/prices/
+Companion modules
+=================
+
+|
+
+- account_ebics_oe
+
+  Required if you are running Odoo Enterprise
+
+  Cf. https://github.com/Noviat/account_ebics
+
+|
+
+- account_ebics_batch
+
+  This module adds a cron job for the automated import of EBICS files.
+
+  Cf. https://github.com/Noviat/account_ebics
+
+|
+
+- account_ebics_batch_payment
+
+  Recommended if you are using the Odoo Enterprise account_batch_payment module
+
+  Cf. https://github.com/Noviat/account_ebics
+
+|
+
+- account_ebics_payment_order
+
+  Required if you are using the OCA account_payment_order module.
+
+  Cf. https://github.com/OCA/bank-payment
+
+|
+
+- account_usability
+
+  Recommended if you have multiple financial journals.
+  This module adds a number of accounting menu entries such as bank statement list view
+  which allows to see all statements downloaded via the ir.cron automated EBICS download.
+
+  Cf. https://github.com/OCA/account-financial-tools
+
+|
+
+- account_ebics_oca_statement_import
+
+  Required if you are using the OCA Bank Statement import modules.
+
+  https://github.com/OCA/bank-statement-import
+
+|
+
+- account_statement_import_fr_cfonb
+
+  Required to handle french CFONB files.
+
+  Cf. https://github.com/OCA/l10n_france
+
+|
+
+- account_statement_import_camt
+
+  Required to handle camt.052 and camt.054 files.
+
+  Cf. https://github.com/OCA/bank-statement-import
 
 |
 
@@ -159,7 +221,7 @@ The following methods are currently available:
 - camt.052
 - camt.054
 
-All these methods require complimentary modules to be installed (cf. Installation section supra).
+All these methods require complimentary modules to be installed (cf. Companion modules supra).
 
 You'll get an error message when the required module is not installed on your Odoo instance.
 
@@ -171,11 +233,27 @@ Configure your EBICS configuration according to the contract with your bank.
 
 |
 
+.. image:: https://raw.githubusercontent.com/Noviat/account_ebics/19.0/account_ebics/static/description/ebics_download.png
+   :alt: A downloaded camt.053 statement file in Odoo, before processing
+   :width: 100%
+
+|
+
 Usage
 =====
 
 Go to **Accounting > Bank and Cash > EBICS Processing**
 
+Downloaded files are listed there and can be processed into bank statements. Uploads are
+launched from the payment batch or payment order, and the file, its format and the order
+type are taken from the EBICS configuration rather than chosen by the user.
+
+|
+
+.. image:: https://raw.githubusercontent.com/Noviat/account_ebics/19.0/account_ebics/static/description/ebics_upload.png
+   :alt: Uploading a pain.001 SEPA credit transfer file over EBICS 3.0, with the test mode option
+   :width: 100%
+
 |
 
 Diagnostics
@@ -209,11 +287,25 @@ This is supported via external signing apps, e.g. BankingVEU:
 - https://play.google.com/store/apps/details?id=subsembly.bankingveu
 - https://apps.apple.com/de/app/bankingveu/id1578694190
 
+|
 
-Known Issues / Roadmap
+Roadmap
-======================
+=======
 
 - The end user is currently not able to change his passphrases (only the users with 'EBICS Manager' rights can do so).
 - Add support to import externally generated keys & certificates (currently only 3SKey signature certificate).
 - Add support for SWIFT 3SKey signing javascript lib (SConnect, cf https://www2.swift.com/3skey/help/sconnect.html).
 
+Issues and pull requests are welcome on https://github.com/Noviat/account_ebics.
+
+|
+
+Credits
+=======
+
+This module is developed and maintained by `Noviat <https://www.noviat.com>`_, an Odoo
+partner in Belgium specialised in accounting and finance since 2009.
+
+We implement it, we configure the connection with your banks and we support you through
+the first cycles. If you want help getting a bank online, tell us which banks you use on
+`noviat.com/ebics <https://www.noviat.com/ebics>`_ and we will tell you what it takes.

account_ebics/__manifest__.py

@@ -3,6 +3,8 @@
 
 {
     "name": "EBICS banking protocol",
+    "summary": "Download bank statements and upload payment "
+    "files directly from Odoo, over the European EBICS standard",
     "version": "19.0.1.2.0",
     "license": "LGPL-3",
     "author": "Noviat",

account_ebics/static/description/index.html

@@ -365,18 +365,83 @@ ul.auto-toc {
 <a class="reference external image-reference" href="https://www.gnu.org/licenses/lgpl"><img alt="License: LGPL-3" src="https://img.shields.io/badge/license-LGPL--3-blue.png" /></a>
 <div class="section" id="ebics-banking-protocol">
 <h1>EBICS banking protocol</h1>
-<p>Implementation of the  EBICS banking protocol.</p>
+<p><strong>Exchange files directly with your banks from Odoo, with no portal and nobody logging in.</strong></p>
-<p>This module facilitates the exchange of files with banks via the EBICS protocol.</p>
+<p>EBICS, the Electronic Banking Internet Communication Standard, is the channel European
+banks open to companies that want their software to talk to the bank. Bank statements are
+downloaded on a schedule and payment files are uploaded from Odoo, authenticated by your
+own cryptographic keys instead of a login page.</p>
+<p>This module implements that protocol in Odoo. It has been developed and maintained by
+Noviat since 2015, on every major version of Odoo from 8.0 onwards.</p>
+<p>If you are still working out whether EBICS is the right channel for you, we explain it
+without the jargon, with screen recordings of the flow in Odoo, on
+<a class="reference external" href="https://www.noviat.com/ebics">noviat.com/ebics</a>.</p>
 <div class="line-block">
 <div class="line"><br /></div>
 </div>
-<div class="section" id="installation">
+<img alt="Statements come down as camt or MT940 files, payment files go up as pain.001 or pain.008, and your keys stay on your own server" src="https://raw.githubusercontent.com/Noviat/account_ebics/19.0/account_ebics/static/description/ebics_flow.png" style="width: 100%;" />
-<h2>Installation</h2>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+<div class="section" id="what-you-get">
+<h2>What you get</h2>
+<ul class="simple">
+<li><strong>Statements that arrive on their own.</strong> A scheduled task collects the files your bank
+publishes, for every account, and processes them into bank statements.</li>
+<li><strong>Payments that leave the same way.</strong> A payment batch or a payment order is uploaded to
+the bank in the format the bank expects, without exporting a file and re-uploading it
+somewhere else.</li>
+<li><strong>A test mode.</strong> Uploads can be validated against the bank before anything counts as a
+real payment.</li>
+<li><strong>Distributed signature (EDS).</strong> More than one person can be required to approve a
+payment, from an external signing application. Odoo holds no signing credentials.</li>
+<li><strong>A trace of every exchange.</strong> Each download and each upload is a record, with the file
+it carried, the moment it happened and the user behind it.</li>
+</ul>
+<p>Both <strong>EBICS 2.5</strong> and <strong>EBICS 3.0</strong> are supported.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+<div class="section" id="which-banks">
+<h2>Which banks</h2>
+<p>Any bank that publishes an EBICS access point can be connected. The standard is owned by
+EBICS SC, a company held by the German, French, Swiss and Austrian banking bodies
+(DK, CFONB, SIX and PSA), and it is the ordinary corporate channel in those countries.</p>
+<p>To check a specific bank before you start, joonis publishes a public directory at
+<a class="reference external" href="https://www.joonis.de/en/fintech/banks/">joonis.de/en/fintech/banks</a>. Enter a BIC and it
+returns the SEPA services the bank offers, the EBICS versions it supports and its Host-ID.
+Use the BIC rather than the IBAN: IBAN lookup is only evaluated for Germany, Austria and
+Switzerland.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+<div class="section" id="what-it-costs">
+<h2>What it costs</h2>
+<p><strong>This module is free software</strong>, published under LGPL-3. There is no licence fee, no
+subscription and no per-connection charge from Noviat.</p>
+<p>It does however rely on the <a class="reference external" href="https://pypi.python.org/pypi/fintech">fintech</a> library from
+joonis, and that library requires a <strong>commercial licence for production use</strong>: as soon as
+you upload SEPA files with more than five transactions, retrieve statements older than the
+last three days, or use the distributed signature. The licence is contracted directly with
+joonis, not with Noviat.</p>
+<p>At the time of writing, joonis charges a one-off setup fee plus a monthly fee per EBICS
+user id. Current pricing is published on
+<a class="reference external" href="https://www.joonis.de/en/fintech/prices/">joonis.de</a>.</p>
+<p>We prefer to state this up front rather than have you discover it during the project.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+<div class="section" id="requirements">
+<h2>Requirements</h2>
 <p>The module depends upon</p>
 <ul class="simple">
 <li><a class="reference external" href="https://pypi.python.org/pypi/fintech">https://pypi.python.org/pypi/fintech</a></li>
 <li><a class="reference external" href="https://pypi.python.org/pypi/cryptography">https://pypi.python.org/pypi/cryptography</a></li>
 </ul>
+<p>Because the connection needs a Python library and your key files on the server, it runs on
+<strong>Odoo.sh</strong> or on an <strong>on-premise</strong> installation.</p>
 <p>Remark:</p>
 <p>The EBICS 'Test Mode' for uploading orders requires fintech 4.3.4 or higher for EBICS 2.x
 and fintech 7.2.7 or higher for EBICS 3.0.</p>
@@ -384,7 +449,35 @@ and fintech 7.2.7 or higher for EBICS 3.0.</p>
 <div class="line-block">
 <div class="line"><br /></div>
 </div>
-<p>We also recommend to consider the installation of the following modules:</p>
+<div class="section" id="fintech-license">
+<h3>Fintech license</h3>
+<p>If you have a valid fintech.ebics license, you should add the following
+licensing parameters to the [options] section of the odoo server configuration file:</p>
+<ul class="simple">
+<li>fintech_register_name</li>
+</ul>
+<p>The name of the licensee.</p>
+<ul class="simple">
+<li>fintech_register_keycode</li>
+</ul>
+<p>The keycode of the licensed version.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+<div class="line">Example:</div>
+<div class="line"><br /></div>
+</div>
+<pre class="literal-block">
+; fintech
+fintech_register_name = MyCompany
+fintech_register_keycode = AB1CD-E2FG-3H-IJ4K-5L
+</pre>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+</div>
+<div class="section" id="companion-modules">
+<h2>Companion modules</h2>
 <div class="line-block">
 <div class="line"><br /></div>
 </div>
@@ -416,20 +509,20 @@ and fintech 7.2.7 or higher for EBICS 3.0.</p>
 <div class="line"><br /></div>
 </div>
 <ul>
-<li><p class="first">account_usability</p>
+<li><p class="first">account_ebics_payment_order</p>
-<p>Recommended if you have multiple financial journals.
+<p>Required if you are using the OCA account_payment_order module.</p>
-This module adds a number of accounting menu entries such as bank statement list view
+<p>Cf. <a class="reference external" href="https://github.com/OCA/bank-payment">https://github.com/OCA/bank-payment</a></p>
-which allows to see all statements downloaded via the ir.cron automated EBICS download.</p>
-<p>Cf. <a class="reference external" href="https://github.com/OCA/account-financial-tools">https://github.com/OCA/account-financial-tools</a></p>
 </li>
 </ul>
 <div class="line-block">
 <div class="line"><br /></div>
 </div>
 <ul>
-<li><p class="first">account_ebics_payment_order</p>
+<li><p class="first">account_usability</p>
-<p>Required if you are using the OCA account_payment_order module.</p>
+<p>Recommended if you have multiple financial journals.
-<p>Cf. <a class="reference external" href="https://github.com/OCA/bank-payment">https://github.com/OCA/bank-payment</a></p>
+This module adds a number of accounting menu entries such as bank statement list view
+which allows to see all statements downloaded via the ir.cron automated EBICS download.</p>
+<p>Cf. <a class="reference external" href="https://github.com/OCA/account-financial-tools">https://github.com/OCA/account-financial-tools</a></p>
 </li>
 </ul>
 <div class="line-block">
@@ -462,36 +555,6 @@ which allows to see all statements downloaded via the ir.cron automated EBICS do
 <div class="line-block">
 <div class="line"><br /></div>
 </div>
-<div class="section" id="fintech-license">
-<h3>Fintech license</h3>
-<p>If you have a valid fintech.ebics license, you should add the following
-licensing parameters to the [options] section of the odoo server configuration file:</p>
-<ul class="simple">
-<li>fintech_register_name</li>
-</ul>
-<p>The name of the licensee.</p>
-<ul class="simple">
-<li>fintech_register_keycode</li>
-</ul>
-<p>The keycode of the licensed version.</p>
-<div class="line-block">
-<div class="line"><br /></div>
-<div class="line">Example:</div>
-<div class="line"><br /></div>
-</div>
-<pre class="literal-block">
-; fintech
-fintech_register_name = MyCompany
-fintech_register_keycode = AB1CD-E2FG-3H-IJ4K-5L
-</pre>
-<div class="line-block">
-<div class="line"><br /></div>
-</div>
-<p>Cf. <a class="reference external" href="https://www.joonis.de/en/fintech/prices/">https://www.joonis.de/en/fintech/prices/</a></p>
-<div class="line-block">
-<div class="line"><br /></div>
-</div>
-</div>
 </div>
 <div class="section" id="configuration">
 <h2>Configuration</h2>
@@ -513,7 +576,7 @@ fintech_register_keycode = AB1CD-E2FG-3H-IJ4K-5L
 <li>camt.052</li>
 <li>camt.054</li>
 </ul>
-<p>All these methods require complimentary modules to be installed (cf. Installation section supra).</p>
+<p>All these methods require complimentary modules to be installed (cf. Companion modules supra).</p>
 <p>You'll get an error message when the required module is not installed on your Odoo instance.</p>
 <div class="line-block">
 <div class="line"><br /></div>
@@ -523,10 +586,33 @@ fintech_register_keycode = AB1CD-E2FG-3H-IJ4K-5L
 <div class="line-block">
 <div class="line"><br /></div>
 </div>
+<img alt="A downloaded camt.053 statement file in Odoo, before processing" src="https://raw.githubusercontent.com/Noviat/account_ebics/19.0/account_ebics/static/description/ebics_download.png" style="width: 100%;" />
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
 </div>
 <div class="section" id="usage">
 <h2>Usage</h2>
 <p>Go to <strong>Accounting &gt; Bank and Cash &gt; EBICS Processing</strong></p>
+<p>Downloaded files are listed there and can be processed into bank statements. Uploads are
+launched from the payment batch or payment order, and the file, its format and the order
+type are taken from the EBICS configuration rather than chosen by the user.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+<img alt="Uploading a pain.001 SEPA credit transfer file over EBICS 3.0, with the test mode option" src="https://raw.githubusercontent.com/Noviat/account_ebics/19.0/account_ebics/static/description/ebics_upload.png" style="width: 100%;" />
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+<div class="section" id="getting-your-bank-online">
+<h2>Getting your bank online</h2>
+<p>The technical configuration in Odoo takes hours. What sets the pace of a project is the
+bank: your keys are registered with the INI and HIA order types, both of which produce
+initialisation letters that have to be printed, signed and sent to the bank. Once the bank
+has activated the access you retrieve its public keys with HPB and compare the hash values
+with the letter it sent you.</p>
+<p>Count in weeks per bank rather than days, and start the paperwork early.</p>
 <div class="line-block">
 <div class="line"><br /></div>
 </div>
@@ -557,15 +643,30 @@ You can also find this information in the doc folder of this module (file EBICS_
 <li><a class="reference external" href="https://play.google.com/store/apps/details?id=subsembly.bankingveu">https://play.google.com/store/apps/details?id=subsembly.bankingveu</a></li>
 <li><a class="reference external" href="https://apps.apple.com/de/app/bankingveu/id1578694190">https://apps.apple.com/de/app/bankingveu/id1578694190</a></li>
 </ul>
+<div class="line-block">
+<div class="line"><br /></div>
 </div>
 </div>
-<div class="section" id="known-issues-roadmap">
+</div>
-<h2>Known Issues / Roadmap</h2>
+<div class="section" id="roadmap">
+<h2>Roadmap</h2>
 <ul class="simple">
 <li>The end user is currently not able to change his passphrases (only the users with 'EBICS Manager' rights can do so).</li>
 <li>Add support to import externally generated keys &amp; certificates (currently only 3SKey signature certificate).</li>
 <li>Add support for SWIFT 3SKey signing javascript lib (SConnect, cf <a class="reference external" href="https://www2.swift.com/3skey/help/sconnect.html">https://www2.swift.com/3skey/help/sconnect.html</a>).</li>
 </ul>
+<p>Issues and pull requests are welcome on <a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a>.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+<div class="section" id="credits">
+<h2>Credits</h2>
+<p>This module is developed and maintained by <a class="reference external" href="https://www.noviat.com">Noviat</a>, an Odoo
+partner in Belgium specialised in accounting and finance since 2009.</p>
+<p>We implement it, we configure the connection with your banks and we support you through
+the first cycles. If you want help getting a bank online, tell us which banks you use on
+<a class="reference external" href="https://www.noviat.com/ebics">noviat.com/ebics</a> and we will tell you what it takes.</p>
 </div>
 </div>
 </div>

account_ebics_batch/README.rst

@@ -2,11 +2,15 @@
    :target: https://www.gnu.org/licenses/lgpl
    :alt: License: LGPL-3
 
-============================================
+===========================
-Module to enable batch import of EBICS files
+EBICS automated file import
-============================================
+===========================
 
-This module adds a cron job for the automated import of EBICS files.
+**Your statements arrive without anyone asking for them.**
+
+This module adds a cron job that downloads and processes EBICS files automatically, on all
+confirmed EBICS connections. This is what turns EBICS from a manual download into
+something your morning no longer depends on.
 
 |
 
@@ -48,3 +52,26 @@ You can limit the automated operation to a subset of your EBICS connections via
 
   _batch_import(ebics_config_ids=[1,3])
 
+
+|
+
+Part of the EBICS suite
+=======================
+
+This module extends **account_ebics**, the EBICS banking protocol implementation for Odoo,
+developed and maintained by `Noviat <https://www.noviat.com>`_ since 2015.
+
+Start with account_ebics if you have not installed it yet:
+https://github.com/Noviat/account_ebics
+
+What EBICS is and what it changes, in plain language, with screen recordings of the flow:
+`noviat.com/ebics <https://www.noviat.com/ebics>`_.
+
+|
+
+Credits
+=======
+
+Developed and maintained by `Noviat <https://www.noviat.com>`_, an Odoo partner in Belgium
+specialised in accounting and finance since 2009. We configure the connection with your
+banks and support you through the first cycles.

account_ebics_batch/__manifest__.py

@@ -2,13 +2,13 @@
 # License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
 
 {
-    "name": "EBICS Files batch import",
+    "name": "EBICS automated file import",
     "version": "19.0.1.0.1",
     "license": "LGPL-3",
     "author": "Noviat",
     "website": "https://www.noviat.com/",
     "category": "Accounting & Finance",
-    "summary": "EBICS Files automated import and processing",
+    "summary": "Download and process your EBICS files automatically, on a schedule",
     "depends": ["account_ebics"],
     "data": [
         "security/ir.model.access.csv",

account_ebics_batch/static/description/index.html

@@ -363,9 +363,12 @@ ul.auto-toc {
 
 
 <a class="reference external image-reference" href="https://www.gnu.org/licenses/lgpl"><img alt="License: LGPL-3" src="https://img.shields.io/badge/license-LGPL--3-blue.png" /></a>
-<div class="section" id="module-to-enable-batch-import-of-ebics-files">
+<div class="section" id="ebics-automated-file-import">
-<h1>Module to enable batch import of EBICS files</h1>
+<h1>EBICS automated file import</h1>
-<p>This module adds a cron job for the automated import of EBICS files.</p>
+<p><strong>Your statements arrive without anyone asking for them.</strong></p>
+<p>This module adds a cron job that downloads and processes EBICS files automatically, on all
+confirmed EBICS connections. This is what turns EBICS from a manual download into
+something your morning no longer depends on.</p>
 <div class="line-block">
 <div class="line"><br /></div>
 </div>
@@ -399,6 +402,27 @@ If errors have been detected, the Batch Import Log state is set to 'error'.</p>
 <pre class="code python literal-block">
 <span class="name">_batch_import</span><span class="punctuation">(</span><span class="name">ebics_config_ids</span><span class="operator">=</span><span class="punctuation">[</span><span class="literal number integer">1</span><span class="punctuation">,</span><span class="literal number integer">3</span><span class="punctuation">])</span>
 </pre>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+<div class="section" id="part-of-the-ebics-suite">
+<h2>Part of the EBICS suite</h2>
+<p>This module extends <strong>account_ebics</strong>, the EBICS banking protocol implementation for Odoo,
+developed and maintained by <a class="reference external" href="https://www.noviat.com">Noviat</a> since 2015.</p>
+<p>Start with account_ebics if you have not installed it yet:
+<a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a></p>
+<p>What EBICS is and what it changes, in plain language, with screen recordings of the flow:
+<a class="reference external" href="https://www.noviat.com/ebics">noviat.com/ebics</a>.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+<div class="section" id="credits">
+<h2>Credits</h2>
+<p>Developed and maintained by <a class="reference external" href="https://www.noviat.com">Noviat</a>, an Odoo partner in Belgium
+specialised in accounting and finance since 2009. We configure the connection with your
+banks and support you through the first cycles.</p>
 </div>
 </div>
 </div>

account_ebics_batch_payment/README.rst

@@ -2,11 +2,16 @@
    :target: https://www.gnu.org/licenses/lgpl
    :alt: License: LGPL-3
 
-==============================
+===============================
-Upload Batch Payment via EBICS
+EBICS upload for batch payments
-==============================
+===============================
 
-This module allows to upload a Batch Payment to the bank via the EBICS protocol.
+**Send a payment batch to the bank from Odoo, without touching a file.**
+
+This module allows to upload an Odoo Enterprise Batch Payment to the bank via the EBICS
+protocol. You validate the batch, Odoo generates the payment file in the format the bank
+expects and submits it. Nothing is exported to a folder and nothing is uploaded to a
+portal, which also means nothing can be altered on the way.
 
 Installation
 ============
@@ -17,8 +22,25 @@ This module depends upon the following modules:
 - account_ebics_oe (cf. https://github.com/Noviat/account_ebics)
 - account_batch_payment (Odoo Enterprise)
 
-Usage
+|
-=====
 
-Create your Batch Payment and generate the bank file.
+Part of the EBICS suite
-Upload the generated file via the 'EBICS Upload' button on the batch payment.
+=======================
+
+This module extends **account_ebics**, the EBICS banking protocol implementation for Odoo,
+developed and maintained by `Noviat <https://www.noviat.com>`_ since 2015.
+
+Start with account_ebics if you have not installed it yet:
+https://github.com/Noviat/account_ebics
+
+What EBICS is and what it changes, in plain language, with screen recordings of the flow:
+`noviat.com/ebics <https://www.noviat.com/ebics>`_.
+
+|
+
+Credits
+=======
+
+Developed and maintained by `Noviat <https://www.noviat.com>`_, an Odoo partner in Belgium
+specialised in accounting and finance since 2009. We configure the connection with your
+banks and support you through the first cycles.

account_ebics_batch_payment/__manifest__.py

@@ -2,7 +2,8 @@
 # License LGPL-3 or later (https://www.gnu.org/licenses/lgpl).
 
 {
-    "name": "Upload Batch Payment via EBICS",
+    "name": "EBICS upload for batch payments",
+    "summary": "Send an Odoo Enterprise batch payment to the bank over EBICS",
     "version": "19.0.1.2.0",
     "license": "LGPL-3",
     "author": "Noviat",

account_ebics_batch_payment/static/description/index.html

@@ -363,9 +363,13 @@ ul.auto-toc {
 
 
 <a class="reference external image-reference" href="https://www.gnu.org/licenses/lgpl"><img alt="License: LGPL-3" src="https://img.shields.io/badge/license-LGPL--3-blue.png" /></a>
-<div class="section" id="upload-batch-payment-via-ebics">
+<div class="section" id="ebics-upload-for-batch-payments">
-<h1>Upload Batch Payment via EBICS</h1>
+<h1>EBICS upload for batch payments</h1>
-<p>This module allows to upload a Batch Payment to the bank via the EBICS protocol.</p>
+<p><strong>Send a payment batch to the bank from Odoo, without touching a file.</strong></p>
+<p>This module allows to upload an Odoo Enterprise Batch Payment to the bank via the EBICS
+protocol. You validate the batch, Odoo generates the payment file in the format the bank
+expects and submits it. Nothing is exported to a folder and nothing is uploaded to a
+portal, which also means nothing can be altered on the way.</p>
 <div class="section" id="installation">
 <h2>Installation</h2>
 <p>This module depends upon the following modules:</p>
@@ -374,11 +378,27 @@ ul.auto-toc {
 <li>account_ebics_oe (cf. <a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a>)</li>
 <li>account_batch_payment (Odoo Enterprise)</li>
 </ul>
+<div class="line-block">
+<div class="line"><br /></div>
 </div>
-<div class="section" id="usage">
+</div>
-<h2>Usage</h2>
+<div class="section" id="part-of-the-ebics-suite">
-<p>Create your Batch Payment and generate the bank file.
+<h2>Part of the EBICS suite</h2>
-Upload the generated file via the 'EBICS Upload' button on the batch payment.</p>
+<p>This module extends <strong>account_ebics</strong>, the EBICS banking protocol implementation for Odoo,
+developed and maintained by <a class="reference external" href="https://www.noviat.com">Noviat</a> since 2015.</p>
+<p>Start with account_ebics if you have not installed it yet:
+<a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a></p>
+<p>What EBICS is and what it changes, in plain language, with screen recordings of the flow:
+<a class="reference external" href="https://www.noviat.com/ebics">noviat.com/ebics</a>.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+<div class="section" id="credits">
+<h2>Credits</h2>
+<p>Developed and maintained by <a class="reference external" href="https://www.noviat.com">Noviat</a>, an Odoo partner in Belgium
+specialised in accounting and finance since 2009. We configure the connection with your
+banks and support you through the first cycles.</p>
 </div>
 </div>
 </div>

account_ebics_oe/README.rst

@@ -2,15 +2,41 @@
    :target: https://www.gnu.org/licenses/lgpl
    :alt: License: LGPL-3
 
-==============================================
+=========================
-Deploy account_ebics module on Odoo Enterprise
+EBICS for Odoo Enterprise
-==============================================
+=========================
 
-This module makes it possible to deploy the 'account_ebics'
+**Glue module. Install it and forget it.**
-module on Odoo Enterprise.
 
-This module will be installed automatically when following modules are activated
+The EBICS menus are placed under the Odoo Enterprise accounting application. This module
-on your odoo database :
+makes it possible to deploy the 'account_ebics' module on Odoo Enterprise.
+
+It is installed automatically when both of the following are activated on your database:
 
 - account_ebics
 - account_accountant
+
+Nothing to configure.
+
+|
+
+Part of the EBICS suite
+=======================
+
+This module extends **account_ebics**, the EBICS banking protocol implementation for Odoo,
+developed and maintained by `Noviat <https://www.noviat.com>`_ since 2015.
+
+Start with account_ebics if you have not installed it yet:
+https://github.com/Noviat/account_ebics
+
+What EBICS is and what it changes, in plain language, with screen recordings of the flow:
+`noviat.com/ebics <https://www.noviat.com/ebics>`_.
+
+|
+
+Credits
+=======
+
+Developed and maintained by `Noviat <https://www.noviat.com>`_, an Odoo partner in Belgium
+specialised in accounting and finance since 2009. We configure the connection with your
+banks and support you through the first cycles.

account_ebics_oe/__manifest__.py

@@ -2,8 +2,8 @@
 # License LGPL-3 or later (https://www.gnu.org/licenses/lgpl).
 
 {
-    "name": "account_ebics on Odoo Enterprise",
+    "name": "EBICS for Odoo Enterprise",
-    "summary": "Deploy account_ebics module on Odoo Enterprise",
+    "summary": "Place the EBICS menus in the Odoo Enterprise accounting application",
     "version": "19.0.1.0.0",
     "author": "Noviat",
     "website": "https://www.noviat.com/",

account_ebics_oe/static/description/index.html

@@ -363,16 +363,38 @@ ul.auto-toc {
 
 
 <a class="reference external image-reference" href="https://www.gnu.org/licenses/lgpl"><img alt="License: LGPL-3" src="https://img.shields.io/badge/license-LGPL--3-blue.png" /></a>
-<div class="section" id="deploy-account-ebics-module-on-odoo-enterprise">
+<div class="section" id="ebics-for-odoo-enterprise">
-<h1>Deploy account_ebics module on Odoo Enterprise</h1>
+<h1>EBICS for Odoo Enterprise</h1>
-<p>This module makes it possible to deploy the 'account_ebics'
+<p><strong>Glue module. Install it and forget it.</strong></p>
-module on Odoo Enterprise.</p>
+<p>The EBICS menus are placed under the Odoo Enterprise accounting application. This module
-<p>This module will be installed automatically when following modules are activated
+makes it possible to deploy the 'account_ebics' module on Odoo Enterprise.</p>
-on your odoo database :</p>
+<p>It is installed automatically when both of the following are activated on your database:</p>
 <ul class="simple">
 <li>account_ebics</li>
 <li>account_accountant</li>
 </ul>
+<p>Nothing to configure.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+<div class="section" id="part-of-the-ebics-suite">
+<h2>Part of the EBICS suite</h2>
+<p>This module extends <strong>account_ebics</strong>, the EBICS banking protocol implementation for Odoo,
+developed and maintained by <a class="reference external" href="https://www.noviat.com">Noviat</a> since 2015.</p>
+<p>Start with account_ebics if you have not installed it yet:
+<a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a></p>
+<p>What EBICS is and what it changes, in plain language, with screen recordings of the flow:
+<a class="reference external" href="https://www.noviat.com/ebics">noviat.com/ebics</a>.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+<div class="section" id="credits">
+<h2>Credits</h2>
+<p>Developed and maintained by <a class="reference external" href="https://www.noviat.com">Noviat</a>, an Odoo partner in Belgium
+specialised in accounting and finance since 2009. We configure the connection with your
+banks and support you through the first cycles.</p>
+</div>
 </div>
 </div>
 </body>

account_ebics_payment_order/README.rst

@@ -1,20 +1,23 @@
-.. image:: https://img.shields.io/badge/licence-LGPL--3-blue.svg
+.. image:: https://img.shields.io/badge/license-LGPL--3-blue.png
    :target: https://www.gnu.org/licenses/lgpl
-   :alt: License: AGPL-3
+   :alt: License: LGPL-3
 
-==============================
+===============================
-Upload Payment Order via EBICS
+EBICS upload for payment orders
-==============================
+===============================
 
-This module allows to upload a Payment Order to the bank via the EBICS protocol.
+**Send an OCA payment order to the bank from Odoo, without touching a file.**
+
+This module allows to upload a payment order created with the OCA account_payment_order
+module to the bank via the EBICS protocol.
 
 Installation
 ============
 
-This module depends upon the following modules (cf. apps.odoo.com):
+This module depends upon the following modules:
 
-- account_ebics
+- account_ebics (cf. https://github.com/Noviat/account_ebics)
-- account_payment_order
+- account_payment_order (cf. https://github.com/OCA/bank-payment)
 
 Configuration
 =============
@@ -26,3 +29,26 @@ Usage
 
 Create your Payment Order and generate the bank file.
 Upload the generated file via the 'EBICS Upload' button on the payment order.
+
+|
+
+Part of the EBICS suite
+=======================
+
+This module extends **account_ebics**, the EBICS banking protocol implementation for Odoo,
+developed and maintained by `Noviat <https://www.noviat.com>`_ since 2015.
+
+Start with account_ebics if you have not installed it yet:
+https://github.com/Noviat/account_ebics
+
+What EBICS is and what it changes, in plain language, with screen recordings of the flow:
+`noviat.com/ebics <https://www.noviat.com/ebics>`_.
+
+|
+
+Credits
+=======
+
+Developed and maintained by `Noviat <https://www.noviat.com>`_, an Odoo partner in Belgium
+specialised in accounting and finance since 2009. We configure the connection with your
+banks and support you through the first cycles.

account_ebics_payment_order/__manifest__.py

@@ -2,7 +2,8 @@
 # License LGPL-3 or later (https://www.gnu.org/licenses/lgpl).
 
 {
-    "name": "Upload Payment Order via EBICS",
+    "name": "EBICS upload for payment orders",
+    "summary": "Send an OCA payment order to the bank over EBICS",
     "version": "19.0.1.0.0",
     "license": "LGPL-3",
     "author": "Noviat",

account_ebics_payment_order/static/description/index.html

@@ -362,16 +362,18 @@ ul.auto-toc {
 <div class="document">
 
 
-<a class="reference external image-reference" href="https://www.gnu.org/licenses/lgpl"><object data="https://img.shields.io/badge/licence-LGPL--3-blue.svg" type="image/svg+xml">License: AGPL-3</object></a>
+<a class="reference external image-reference" href="https://www.gnu.org/licenses/lgpl"><img alt="License: LGPL-3" src="https://img.shields.io/badge/license-LGPL--3-blue.png" /></a>
-<div class="section" id="upload-payment-order-via-ebics">
+<div class="section" id="ebics-upload-for-payment-orders">
-<h1>Upload Payment Order via EBICS</h1>
+<h1>EBICS upload for payment orders</h1>
-<p>This module allows to upload a Payment Order to the bank via the EBICS protocol.</p>
+<p><strong>Send an OCA payment order to the bank from Odoo, without touching a file.</strong></p>
+<p>This module allows to upload a payment order created with the OCA account_payment_order
+module to the bank via the EBICS protocol.</p>
 <div class="section" id="installation">
 <h2>Installation</h2>
-<p>This module depends upon the following modules (cf. apps.odoo.com):</p>
+<p>This module depends upon the following modules:</p>
 <ul class="simple">
-<li>account_ebics</li>
+<li>account_ebics (cf. <a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a>)</li>
-<li>account_payment_order</li>
+<li>account_payment_order (cf. <a class="reference external" href="https://github.com/OCA/bank-payment">https://github.com/OCA/bank-payment</a>)</li>
 </ul>
 </div>
 <div class="section" id="configuration">
@@ -382,6 +384,27 @@ ul.auto-toc {
 <h2>Usage</h2>
 <p>Create your Payment Order and generate the bank file.
 Upload the generated file via the 'EBICS Upload' button on the payment order.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+<div class="section" id="part-of-the-ebics-suite">
+<h2>Part of the EBICS suite</h2>
+<p>This module extends <strong>account_ebics</strong>, the EBICS banking protocol implementation for Odoo,
+developed and maintained by <a class="reference external" href="https://www.noviat.com">Noviat</a> since 2015.</p>
+<p>Start with account_ebics if you have not installed it yet:
+<a class="reference external" href="https://github.com/Noviat/account_ebics">https://github.com/Noviat/account_ebics</a></p>
+<p>What EBICS is and what it changes, in plain language, with screen recordings of the flow:
+<a class="reference external" href="https://www.noviat.com/ebics">noviat.com/ebics</a>.</p>
+<div class="line-block">
+<div class="line"><br /></div>
+</div>
+</div>
+<div class="section" id="credits">
+<h2>Credits</h2>
+<p>Developed and maintained by <a class="reference external" href="https://www.noviat.com">Noviat</a>, an Odoo partner in Belgium
+specialised in accounting and finance since 2009. We configure the connection with your
+banks and support you through the first cycles.</p>
 </div>
 </div>
 </div>