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[IMP] account_ebics - Backport the README rework from 19.0

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Jérémy Didderen authored and Didderen Jérémy committed 2026-10-11 16:24:07 +02:00
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account_ebics_batch/README.rst
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.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
:target: https://www.gnu.org/licenses/agpl
:alt: License: AGPL-3
=============================
EBICS - Scheduled File Import
=============================
============================================
Module to enable batch import of EBICS files
============================================
**Your statements arrive without anyone asking for them.**
This module adds a cron job for the automated import of EBICS files.
This module adds a scheduled action that downloads and processes the EBICS files of every
confirmed connection. This is what turns EBICS from a manual download into something your
morning no longer depends on.
|
.. image:: https://raw.githubusercontent.com/Noviat/account_ebics/18.0/account_ebics_batch/static/description/ebics_download.png
:alt: A downloaded camt.053 statement file in Odoo, ready to be processed
:width: 100%
A Log is created during the import in order to document import errors.
If errors have been detected, the Batch Import Log state is set to 'error'.
When all EBICS Files have been imported correctly, the Batch Import Log state is set to 'done'.
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The user can reprocess the imported EBICS files in status 'draft' via the Log object 'REPROCESS' button until all errors have been cleared.
As an alternative, the user can force the Batch Import Log state to 'done'
(e.g. when the errors have been circumvented via manual encoding or the reprocessing of a single EBICS file).
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Each run creates a **Batch Import Log**. When a file cannot be processed, the log is set to
*error* and records why; when every file is processed, it is set to *done*. From the log,
**Reprocess** retries the files still in draft until the errors are cleared. A log can also be
set to *done* by hand, for instance after a file was processed on its own or the movements
were entered manually.
Configuration
=============
Adapt the 'EBICS Batch Import' ir.cron job created during the module installation.
The scheduled action **EBICS Batch Import** is created **inactive** at installation, with a
daily interval. Activate it in *Settings > Technical > Automation > Scheduled Actions* (developer
mode), and adapt its interval if needed.
The cron job calls the following python method:
It calls the following method, on all confirmed connections::
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model._batch_import()
.. code-block:: python
To limit it to some connections, pass their ids::
_batch_import()
model._batch_import(ebics_config_ids=[1, 3])
Part of the EBICS suite
=======================
The EBICS download will be performed on all confirmed EBICS connections.
This module extends **EBICS Banking Protocol** (``account_ebics``), the EBICS implementation
for Odoo developed and maintained by Noviat. Install it first:
https://github.com/Noviat/account_ebics
You can limit the automated operation to a subset of your EBICS connections via the ebics_config_ids parameter, e.g.
What EBICS is and what it changes, in plain language, with screen recordings of the flow:
https://www.noviat.com/ebics
|
.. code-block:: python
_batch_import(ebics_config_ids=[1,3])
Credits
=======
Developed and maintained by `Noviat <https://www.noviat.com>`_, Odoo integrator in Belgium,
specialised in accounting and finance since 2009. We configure the connection with your banks
and support you through the first cycles.