xunnel-account merge requestshttps://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests2022-01-25T23:57:12Zhttps://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/168[FIX] invoice_xunnel: add file extension to datas2022-01-25T23:57:12ZOlar Alca [Vauxoo]oscar@vauxoo.com[FIX] invoice_xunnel: add file extension to datas- Added the `.xml` extension to the datas created by the wizard that
downloads the invoices from the SAT, this was done to make it
compatible with the workflow of all l10n_mx_* apps.- Added the `.xml` extension to the datas created by the wizard that
downloads the invoices from the SAT, this was done to make it
compatible with the workflow of all l10n_mx_* apps.https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/162[MIG] account_xunnel: from v14 to v15 t#498762021-12-24T02:17:46ZYoany Mora Vauxoo[MIG] account_xunnel: from v14 to v15 t#49876Version 15.0 is here!
=====================
**RELATED**
* [TASK#49876](https://www.vauxoo.com/web#id=49876&action=464&active_id=6&model=project.task&view_type=form&menu_id=317)
**OVERVIEW**
Migrate account_xunnel and invoice_xunnel ...Version 15.0 is here!
=====================
**RELATED**
* [TASK#49876](https://www.vauxoo.com/web#id=49876&action=464&active_id=6&model=project.task&view_type=form&menu_id=317)
**OVERVIEW**
Migrate account_xunnel and invoice_xunnel from v.13 to v.14, technical and functional details are listed below.
**LISTED FEATURES**
<details><summary>Technical Details</summary>
* Some python files were renamed to be on line with the models that contains.
* The module **account_online_sync** was depreciated and replaced with **account_online_synchronization**, therefore it's dependence was replaced on the manifest of **account_xunnel**.
* Model **account.online.provider** does not longer contains the accounts synchronized from xunnel, this model was replaced with **account.online.link**.
* Model **account.online.journal** was replaced with **account.online.account**. Its field _account_online_provider_id_ changed its name to _account_online_link_id_
* Field _note_ in **account.bank.statement.line** model change its name to _narration_.
* Field _online_identifier_ in **account.bank.statement.line** model change its name to _online_transaction_identifier_.
* Field _bank_statement_creation_ in **account.journal** model change its name to _bank_statement_creation_groupby_.
* Security groups were erased from **invoice_xunnel** module.
* New **wizard.add.token** allows users to change its company _xunnel_token_ from **Accounting > Configuration > Xunnel > Add Token**
* New **wizard.download.bank.accounts** allows users to download the bank accounts related to its company _xunnel_token_ from **Accounting > Configuration > Accounting > Online Synchronization**
* New file located at **account_xunnel/static/src/js/add_account_manager.js** contains the code to handle the paybook widget that allows a user to add a new bank account as in xunnel.com
</details>
<details><summary>Functional Details</summary>
* Add new functionality related to Synchronize Accounts: now the users could do this, besides from the Settings, from the **SYNCHRONIZE XUNNEL ACCOUNTS** button located in **Accounting > Configuration > Accounting > Online Synchronization**.
* After a user synchronize its accounts from xunnel with the button **SYNCHRONIZE XUNNEL ACCOUNTS** those could be checked in **Accounting > Configuration > Accounting > Online Synchronization**.
* New separator **Xunnel** located in **Accounting > Configuration** contains functionalities Add Account and Add Token.
* New **Add Token** menuitem allows the users to change the _xunnel token_ of its company.
* New **Add Account** menuitem allows the user to use the paybook widget to add accounts as it is now at xunnel.com, the process to add a new account it's the same. To use this widget the user must have a _xunnel token_ related to its company.
* The functionality related to create invoices from the XMLs downloaded with **invoice xunnel** was removed, the clients must acquire vendor bills.
* Testing mode is not longer available.
</details>
**DEMO VIDEOS**
<details><summary>Account Xunnel</summary>
* Account Xunnel | Set Up Token
[![**Account Xunnel | Set Up Token**](https://img.youtube.com/vi/Kg8eBmRKIcQ/0.jpg)](https://www.youtube.com/watch?v=Kg8eBmRKIcQ)
* Account Xunnel | Sync Movements
[![**Account Xunnel | Sync Accounts From Accounting**](https://img.youtube.com/vi/kXUrua2HwkI/0.jpg)](https://www.youtube.com/watch?v=kXUrua2HwkI)
* Account Xunnel | Download Accounts
[![**Account Xunnel | Link Accounts To Journals**](https://img.youtube.com/vi/Pjqsp5ZjliA/0.jpg)](https://www.youtube.com/watch?v=Pjqsp5ZjliA)
</details>
<details><summary>Invoice Xunnel</summary>
* Invoice Xunnel | Download SAT XMLs
[![**Invoice Xunnel | Download SAT XMLs**](https://img.youtube.com/vi/zbxA8C5vQ1g/0.jpg)](https://www.youtube.com/watch?v=zbxA8C5vQ1g)
* Invoice Xunnel | Check Downloaded Invoices
[![**Invoice Xunnel | Check Downloaded Invoices**](https://img.youtube.com/vi/GsRZpCIKl2U/0.jpg)](https://www.youtube.com/watch?v=GsRZpCIKl2U)
</details>
**TESTING**
To test those changes feel free to use the runbot instance created (or create a one new) [here](https://runbot.vauxoo.com/runbot/build/142209)https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/161XUNNEL v14.0 NOW AVAILABLE2022-01-12T19:29:14ZYoany Mora VauxooXUNNEL v14.0 NOW AVAILABLE**XUNNEL v14.0 NOW AVAILABLE:**
**DOWNLOAD [HERE](https://git.vauxoo.com/vauxoo/xunnel-account/-/archive/14.0/xunnel-account-14.0.zip)**
USER MANUAL: https://xunnel.com/user-manual
**RELATED**
* [TASK#49876](https://www.vauxoo.com/we...**XUNNEL v14.0 NOW AVAILABLE:**
**DOWNLOAD [HERE](https://git.vauxoo.com/vauxoo/xunnel-account/-/archive/14.0/xunnel-account-14.0.zip)**
USER MANUAL: https://xunnel.com/user-manual
**RELATED**
* [TASK#49876](https://www.vauxoo.com/web#id=49876&action=464&active_id=6&model=project.task&view_type=form&menu_id=317)
**OVERVIEW**
Migrate account_xunnel and invoice_xunnel from v.13 to v.14, technical and functional details are listed below.
**LISTED FEATURES**
<details><summary>Technical Details</summary>
* Some python files were renamed to be on line with the models that contains.
* The module **account_online_sync** was depreciated and replaced with **account_online_synchronization**, therefore it's dependence was replaced on the manifest of **account_xunnel**.
* Model **account.online.provider** does not longer contains the accounts synchronized from xunnel, this model was replaced with **account.online.link**.
* Model **account.online.journal** was replaced with **account.online.account**.
* The field _account_online_provider_id_ of _account.journal_ changed its name to _account_online_link_id_
* Field _note_ in **account.bank.statement.line** model change its name to _narration_.
* Security groups were erased from **invoice_xunnel** module.
* New **wizard.add.token** allows users to change its company _xunnel_token_ from **Accounting > Configuration > Xunnel > Add Token**
* New **wizard.download.bank.accounts** allows users to download the bank accounts related to its company _xunnel_token_ from **Accounting > Configuration > Accounting > Online Synchronization**
* New file located at **account_xunnel/static/src/js/add_account_manager.js** contains the code to handle the paybook widget that allows a user to add a new bank account as in xunnel.com
* The logic used to add tags to downloaded SAT XMLs was moved from xunnel-account/invoice_xunnel to mexico-document/l10n_mx_edi_document
</details>
<details><summary>Functional Details</summary>
* Add new functionality related to Synchronize Accounts: now the users could do this, besides from the Settings, from the **SYNCHRONIZE XUNNEL ACCOUNTS** button located in **Accounting > Configuration > Accounting > Online Synchronization**.
* After a user synchronize its accounts from xunnel with the button **SYNCHRONIZE XUNNEL ACCOUNTS** those could be checked in **Accounting > Configuration > Accounting > Online Synchronization**.
* New separator **Xunnel** located in **Accounting > Configuration** contains functionalities Add Account and Add Token.
* New **Add Token** menuitem allows the users to change the _xunnel token_ of its company.
* New **Add Account** menuitem allows the user to use the paybook widget to add accounts as it is now at xunnel.com, the process to add a new account it's the same. To use this widget the user must have a _xunnel token_ related to its company.
* The functionality related to create invoices from the XMLs downloaded with **invoice xunnel** was removed, the clients must acquire vendor bills.
* Testing mode is not longer available.
</details>
**DEMO VIDEOS**
<details><summary>Account Xunnel</summary>
* Account Xunnel | Add Token From Accounting
[![**Account Xunnel | Add Token From Accounting**](https://img.youtube.com/vi/D8twbveo4wc/0.jpg)](https://www.youtube.com/watch?v=D8twbveo4wc)
* Account Xunnel | Add Token From Settings
[![**Account Xunnel | Add Token From Settings**](https://img.youtube.com/vi/Dmiveq-_R5I/0.jpg)](https://www.youtube.com/watch?v=Dmiveq-_R5I)
* Account Xunnel | Sync Accounts From Accounting
[![**Account Xunnel | Sync Accounts From Accounting**](https://img.youtube.com/vi/gKoqW2y0M18/0.jpg)](https://www.youtube.com/watch?v=gKoqW2y0M18)
* Account Xunnel | Sync Accounts From Settings
[![**Account Xunnel | Sync Accounts From Settings**](https://img.youtube.com/vi/Z8Pys17VCoc/0.jpg)](https://www.youtube.com/watch?v=Z8Pys17VCoc)
* Account Xunnel | Link Accounts To Journals
[![**Account Xunnel | Link Accounts To Journals**](https://img.youtube.com/vi/d8B4B_7kt-E/0.jpg)](https://www.youtube.com/watch?v=d8B4B_7kt-E)
* Account Xunnel | Sync Journal Movements
[![**Account Xunnel | Sync Journal Movements**](https://img.youtube.com/vi/0ZWKOAxMfeY/0.jpg)](https://www.youtube.com/watch?v=0ZWKOAxMfeY)
</details>
<details><summary>Invoice Xunnel</summary>
* Invoice Xunnel | Download Invoices
[![**Invoice Xunnel | Download Invoices**](https://img.youtube.com/vi/Dmiveq-_R5I/0.jpg)](https://www.youtube.com/watch?v=Dmiveq-_R5I)
* Invoice Xunnel | Check Downloaded Invoices
[![**Invoice Xunnel | Check Downloaded Invoices**](https://img.youtube.com/vi/GsRZpCIKl2U/0.jpg)](https://www.youtube.com/watch?v=GsRZpCIKl2U)
</details>
**TESTING**
To test those changes feel free to use the runbot instance created (or create a one new) [here](https://runbot.vauxoo.com/runbot/build/142207)
[Vauxoo instance](https://t498762-vauxoo140.t02.deployv.com/en_US/)https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/155[issue#14490][IMP] invoice_xunnel: Included new field that saves the amount d...2021-04-20T20:22:37ZEdilianny Sánchez[issue#14490][IMP] invoice_xunnel: Included new field that saves the amount difference allowed between the amount in the XML and the invoice.[IMP] invoice_xunnel: Included new field that saves the amount difference allowed between the amount in the XML and the invoice.
This is already implemented in [vendor-bills](https://git.vauxoo.com/vauxoo/vendor-bills/-/merge_requests/1...[IMP] invoice_xunnel: Included new field that saves the amount difference allowed between the amount in the XML and the invoice.
This is already implemented in [vendor-bills](https://git.vauxoo.com/vauxoo/vendor-bills/-/merge_requests/162).
Functional test **before** fix https://youtu.be/lUSpoQ4_LrQ
Functional test **after** fix https://youtu.be/XWOqqvRq-co
[REF] invoice_xunnel: complete search_invoice method to align it to vendor-bills
https://git.vauxoo.com/vauxoo/vendor-bills/-/merge_requests/153
Functional test **before** fix https://youtu.be/XWOqqvRq-co
Functional test **after** fix https://youtu.be/xUBmiaUuoOchttps://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/130[FIX] invoice_xunnel: After invoice_xunnel is not more deppending on t#401152020-06-25T15:33:20ZHugo Adan [Vauxoo][FIX] invoice_xunnel: After invoice_xunnel is not more deppending on t#40115vendor-bills then widgets must be different in order to avoid the use of
models and methods (xunnel.attach.xmls.wizard or attach.xmls.wizard)vendor-bills then widgets must be different in order to avoid the use of
models and methods (xunnel.attach.xmls.wizard or attach.xmls.wizard)https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/118[IMP][REF] Redirection to just downloaded documents. task#393342020-06-05T16:41:42ZJavier Vega[IMP][REF] Redirection to just downloaded documents. task#39334https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/111account_xunnel,invoice_xunnel: Failed invoices Message i1062020-05-19T22:04:48ZAndrea Arce [Vauxoo]account_xunnel,invoice_xunnel: Failed invoices Message i106https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/93[FIX] Support the new variables.sh file at gitlab CI2019-10-11T16:41:35ZFrancisco J. Luna Vázquezfluna@vauxoo.com[FIX] Support the new variables.sh file at gitlab CIhttps://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/45[REF] account_xunnel: Fix lints2018-08-10T15:12:24ZMoisés López | ❖ Vauxoo - https://www.vauxoo.com/[REF] account_xunnel: Fix lints- Fix lints
- Using i18n/es.po instead of es_MX.po in order to have global Spanish
translation
- Remove duplicated entries for i18n- Fix lints
- Using i18n/es.po instead of es_MX.po in order to have global Spanish
translation
- Remove duplicated entries for i18nMoisés López | ❖ Vauxoo - https://www.vauxoo.com/Moisés López | ❖ Vauxoo - https://www.vauxoo.com/https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/31[ADD] webhooks Task#218302018-07-17T14:56:03ZJavier Vega[ADD] webhooks Task#21830* A controller was added to handle incoming request from xunnel.com
* Cron for autosync providers and journals modified to sync a single one.
* Method for retrieve transactions modified. Added an extra check to avoid unnecessaries requ...* A controller was added to handle incoming request from xunnel.com
* Cron for autosync providers and journals modified to sync a single one.
* Method for retrieve transactions modified. Added an extra check to avoid unnecessaries requests.
* Data demo and demo responses added for testing webhook handler method. Method for test providers and journal synchronization added.https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/13[REF] xunnel_account: auto-sync providers and journals2018-04-25T21:14:11ZJavier Vega[REF] xunnel_account: auto-sync providers and journalsA method in res_company and an ir_cron record were added to retrieve providers and journals. To achieve that `account.online.journal`, `account.journal` and `account.online.provider` were inherited and their behaviour was changed .
L...A method in res_company and an ir_cron record were added to retrieve providers and journals. To achieve that `account.online.journal`, `account.journal` and `account.online.provider` were inherited and their behaviour was changed .
Last date of sync field was added to the view. Also buttons to manual syncronize those 2 services.
![image](/uploads/ae9a3e0bccd146506992e811709f9873/image.png)https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/4[FIX][paybook_account] Unknown javascript method fixed2018-02-28T17:04:41ZJavier Vega[FIX][paybook_account] Unknown javascript method fixedI fixed the method that is called from the widget I had named it wrongly.I fixed the method that is called from the widget I had named it wrongly.https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/311.0 javier moy2018-02-28T00:41:49ZMoisés López | ❖ Vauxoo - https://www.vauxoo.com/11.0 javier moyhttps://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/110.0 test2018-02-23T23:05:40ZMoisés López | ❖ Vauxoo - https://www.vauxoo.com/10.0 testhttps://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/194[IMP] account_xunnel: add reference info to the label of a transaction2023-12-27T05:24:12ZYoany Mora Vauxoo[IMP] account_xunnel: add reference info to the label of a transaction<h2>RELATED</h2>
* [TASK#77091](https://www.vauxoo.com/web#id=77091&cids=1&model=project.task&view_type=form)
* [TICKET#24123](https://www.vauxoo.com/web#id=24123&cids=1&model=helpdesk.ticket&view_type=form)
<h2>OVERVIEW</h2>
Change...<h2>RELATED</h2>
* [TASK#77091](https://www.vauxoo.com/web#id=77091&cids=1&model=project.task&view_type=form)
* [TICKET#24123](https://www.vauxoo.com/web#id=24123&cids=1&model=helpdesk.ticket&view_type=form)
<h2>OVERVIEW</h2>
Change the information shown on a statement, show the reference data concatenated to the name of a transaction.
<h2>LISTED FEATURES</h2>
- Modify method `_prepare_transactions()` to concatenate the value of a transaction description into the name of the transaction.
<h2>VIDEO DEMO</h2>
<details><summary>BEFORE</summary>
![OnPaste.20231129-115335](/uploads/fdc64a477a6b76d06ca266ff778ea8bd/OnPaste.20231129-115335.jpg)
![OnPaste.20231129-115433](/uploads/42d615f499bb4f9020ab42d7edd10692/OnPaste.20231129-115433.jpg)
</details>
<details><summary>AFTER</summary>
![OnPaste.20231129-115256](/uploads/dee0d520e73c48bb347eb2ca18e58c77/OnPaste.20231129-115256.jpg)
![OnPaste.20231129-115034](/uploads/7ee708ded39b4f9c65a744648f5b593b/OnPaste.20231129-115034.jpg)
</details>
<h2>TESTING</h2>
Feel free to use the runbot instance related to this MR.https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/193[IMP] account_xunnel: Agregada la referencia al nombre de la transacción2023-12-26T16:16:42ZYoany Mora Vauxoo[IMP] account_xunnel: Agregada la referencia al nombre de la transacción<h2>Relacionado</h2>
* [TASK#77091](https://www.vauxoo.com/web#id=77091&cids=1&model=project.task&view_type=form)
* [TICKET#24123](https://www.vauxoo.com/web#id=24123&cids=1&model=helpdesk.ticket&view_type=form)
<h2>CAMBIOS</h2>
Camb...<h2>Relacionado</h2>
* [TASK#77091](https://www.vauxoo.com/web#id=77091&cids=1&model=project.task&view_type=form)
* [TICKET#24123](https://www.vauxoo.com/web#id=24123&cids=1&model=helpdesk.ticket&view_type=form)
<h2>CAMBIOS</h2>
Cambiamos la información mostrada en un extracto, ahora se muestra la referencia concatenada al nombre de una transacción.
<h2>CARACTERÍSTICAS</h2>
- Modify method `_prepare_transactions()` to concatenate the value of a transaction description into the name of the transaction.
<h2>VIDEO DEMO</h2>
<details><summary>ANTES</summary>
![OnPaste.20231129-115335](/uploads/fdc64a477a6b76d06ca266ff778ea8bd/OnPaste.20231129-115335.jpg)
![OnPaste.20231129-115433](/uploads/42d615f499bb4f9020ab42d7edd10692/OnPaste.20231129-115433.jpg)
</details>
<details><summary>DESPUÉS</summary>
![OnPaste.20231129-115256](/uploads/dee0d520e73c48bb347eb2ca18e58c77/OnPaste.20231129-115256.jpg)
![OnPaste.20231129-115034](/uploads/7ee708ded39b4f9c65a744648f5b593b/OnPaste.20231129-115034.jpg)
</details>
<h2>PRUEBAS</h2>
Runbot relacionado para probar en este [link](https://runbot.vauxoo.com/runbot/build/274965).https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/192[IMP] account_xunnel: add reference info to the name of a transaction t#241232023-12-26T22:34:50ZYoany Mora Vauxoo[IMP] account_xunnel: add reference info to the name of a transaction t#24123<h2>RELATED</h2>
* [TASK#77091](https://www.vauxoo.com/web#id=77091&cids=1&model=project.task&view_type=form)
* [TICKET#24123](https://www.vauxoo.com/web#id=24123&cids=1&model=helpdesk.ticket&view_type=form)
<h2>OVERVIEW</h2>
Change...<h2>RELATED</h2>
* [TASK#77091](https://www.vauxoo.com/web#id=77091&cids=1&model=project.task&view_type=form)
* [TICKET#24123](https://www.vauxoo.com/web#id=24123&cids=1&model=helpdesk.ticket&view_type=form)
<h2>OVERVIEW</h2>
Change the information shown on a statement, show the reference data concatenated to the name of a transaction.
<h2>LISTED FEATURES</h2>
- Modify method `_prepare_transactions()` to concatenate the value of a transaction description into the name of the transaction.
<h2>VIDEO DEMO</h2>
<details><summary>BEFORE</summary>
![OnPaste.20231129-115335](/uploads/fdc64a477a6b76d06ca266ff778ea8bd/OnPaste.20231129-115335.jpg)
![OnPaste.20231129-115433](/uploads/42d615f499bb4f9020ab42d7edd10692/OnPaste.20231129-115433.jpg)
</details>
<details><summary>AFTER</summary>
![OnPaste.20231129-115256](/uploads/dee0d520e73c48bb347eb2ca18e58c77/OnPaste.20231129-115256.jpg)
![OnPaste.20231129-115034](/uploads/7ee708ded39b4f9c65a744648f5b593b/OnPaste.20231129-115034.jpg)
</details>
<h2>TESTING</h2>
Feel free to use the runbot instance related to this MR.https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/191[IMP] invoice_xunnel: Use of built-ins and validations with l10n_mx*2023-10-23T18:51:09ZOlar Alca [Vauxoo]oscar@vauxoo.com[IMP] invoice_xunnel: Use of built-ins and validations with l10n_mx*- Removed manual parsing and sanitizing of XML files using built in
Python libraries.
- Validation of isXml now takes in account if the field from
`l10n_mx_edi_documents` is already in the JS models, by using this
technique we avoid dou...- Removed manual parsing and sanitizing of XML files using built in
Python libraries.
- Validation of isXml now takes in account if the field from
`l10n_mx_edi_documents` is already in the JS models, by using this
technique we avoid double rendering of the `iframe` that displays the
XML/pseudo-PDF data.https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/189[IMP] invoice_xunnel: Use of built-ins and validations with l10n_mx*2023-10-20T22:16:40ZOlar Alca [Vauxoo]oscar@vauxoo.com[IMP] invoice_xunnel: Use of built-ins and validations with l10n_mx*- Removed manual parsing and sanitizing of XML files using built in
Python libraries.
- Validation of isXml now takes in account if the field from
`l10n_mx_edi_documents` is already in the JS models, by using this
technique we avo...- Removed manual parsing and sanitizing of XML files using built in
Python libraries.
- Validation of isXml now takes in account if the field from
`l10n_mx_edi_documents` is already in the JS models, by using this
technique we avoid double rendering of the `iframe` that displays the
XML/pseudo-PDF data.
Depends: https://git.vauxoo.com/vauxoo/mexico-document/-/merge_requests/190https://git.vauxoo.com/vauxoo/xunnel-account/-/merge_requests/187[REF] (test-)requirements.txt: don't install requests_mock in production T#761232023-11-16T19:37:08ZLuis González[REF] (test-)requirements.txt: don't install requests_mock in production T#76123The requirement `requests_mock` is moved from file requirements.txt to
test-requirements.txt in order to avoid such dependency to be installed
in production instances, as that one is meant to be available only in
test environments.The requirement `requests_mock` is moved from file requirements.txt to
test-requirements.txt in order to avoid such dependency to be installed
in production instances, as that one is meant to be available only in
test environments.