[14.0][ADD]account_payment_plaid

account_payment_plaid/README.rst

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+=====================
+Account Payment Plaid
+=====================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:815525549c46556e7fa6a37a49653162624972fbba8a8888ed314f8841007cba
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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--payment-lightgray.png?logo=github
+    :target: https://github.com/OCA/bank-payment/tree/14.0/account_payment_plaid
+    :alt: OCA/bank-payment
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/bank-payment-14-0/bank-payment-14-0-account_payment_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-payment&target_branch=14.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This addon allow pay your bills with plaid platform using the ACH transfer method.
+Do you need plaid account for use this module.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+Using the Plaid API for bank transfers on production or development environment:
+
+#. Go to "Settings" > "Plaid".
+#. Add your Plaid credentials.
+#. Synchronize with Plaid.
+#. Select your bank account.
+#. Go to "Contacts" and add the plaid client id for the contact.
+#. Go to your invoice and click on "Pay with Plaid" button.\nYou can see the button if the bill is confirmed.\nWhen you click on the button, you will see a confirmation window.
+#. When you confirm the payment and the confirmation window\nis closed you can see the transfer in "Settings" > "Technical" > "Plaid" > "Transfer".
+#. When the transfer is done, you can see the bill as paid and the payment create on odoo.
+
+If you are using the sandbox environment for testing,
+do you need to use the simulation method for simulate the transfer.
+This method only works with the sandbox environment.
+You can found this method on "Settings" > "Technical" > "Plaid" > "Transfer".
+
+#.  Select the transfer that you want to simulate.
+#.  Click on "Simulate Transfer" button.
+#.  Select the command that you want to simulate.
+    * "Simulate Transfer" : This command create a event on sandbox environment.\nDo you need this event for check the status of the transfer on Odoo.
+    * "Simulate transfer ledger available" : This command simulate converting pending balance\nto available balance for all originators in the Sandbox environment.
+#. Click on "Confirm" button.
+
+This addon use the cron for check the status of the transfer on Plaid and update the bill and payment.
+If you need more information about Plaid, please visit the `Plaid website <https://plaid.com>`_ or `Plaid Docs Transfer <https://plaid.com/docs/transfer/>`_.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-payment/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-payment/issues/new?body=module:%20account_payment_plaid%0Aversion:%2014.0%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]>
+
+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-payment <https://github.com/OCA/bank-payment/tree/14.0/account_payment_plaid>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_payment_plaid/__init__.py

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+from . import wizard
+from . import models

account_payment_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": "Account Payment Plaid",
+    "version": "14.0.1.0.0",
+    "category": "Connector",
+    "website": "https://github.com/OCA/bank-payment",
+    "author": "Binhex, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "depends": ["base", "account", "purchase"],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/assets.xml",
+        "views/account_move_views.xml",
+        "views/res_partner_views.xml",
+        "views/res_config_settings_views.xml",
+        "views/plaid_account_views.xml",
+        "views/plaid_transfer_views.xml",
+        "wizard/account_payment_plaid_wizard_views.xml",
+        "wizard/plaid_transfer_sandbox_simulation_wizard_views.xml",
+        "data/sync_transfer_events_cron.xml",
+        "data/payment_method_data.xml",
+    ],
+    "external_dependencies": {
+        "python": ["plaid-python"],
+    },
+}

account_payment_plaid/data/payment_method_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <data>
+        <record id="account_payment_method_plaid_out" model="account.payment.method">
+            <field name="name">Plaid</field>
+            <field name="code">plaid</field>
+            <field name="payment_type">outbound</field>
+        </record>
+    </data>
+</odoo>

account_payment_plaid/data/sync_transfer_events_cron.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <data>
+        <record id="plaid_sync_transfer_cron" model="ir.cron">
+            <field name="name">Sync Transfer Events</field>
+            <field name="model_id" ref="model_plaid_transfer" />
+            <field name="interval_number">1</field>
+            <field name="interval_type">minutes</field>
+            <field name="numbercall">-1</field>
+            <field name="state">code</field>
+            <field name="code">
+                model.cron_sync_transfer_events()
+            </field>
+        </record>
+    </data>
+</odoo>

account_payment_plaid/models/__init__.py

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+from . import plaid_interface
+from . import plaid_account
+from . import plaid_transfer
+from . import res_company
+from . import res_config_settings
+from . import res_partner
+from . import account_move

account_payment_plaid/models/account_move.py

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+from odoo import _, models
+
+
+class AccountMove(models.Model):
+
+    _inherit = "account.move"
+
+    def action_payment_with_plaid_wizard(self):
+        return {
+            "type": "ir.actions.act_window",
+            "name": _("Payment with Plaid"),
+            "res_model": "account.payment.plaid.wizard",
+            "view_mode": "form",
+            "view_type": "form",
+            "context": {
+                "default_partner_id": self.partner_id.id,
+                "default_account_move_id": self.id,
+                "default_amount": self.amount_total,
+                "default_currency_id": self.currency_id.id,
+                "default_description": self.name,
+                "default_company_id": self.company_id.id,
+            },
+            "target": "new",
+        }

account_payment_plaid/models/plaid_account.py

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+from odoo import fields, models
+
+
+class PlaidAccount(models.Model):
+    _name = "plaid.account"
+
+    name = fields.Char(string="Name", required=True)
+    account = fields.Char(string="Account ID", required=True)
+    currency_id = fields.Many2one("res.currency", string="Currency")
+    official_name = fields.Char(string="Official Name")
+    type = fields.Char(string="Type")
+    mask = fields.Char(string="Mask")
+    subtype = fields.Char(string="Subtype")
+    company_id = fields.Many2one(
+        comodel_name="res.company", default=lambda self: self.env.company.id
+    )