trytond-account-statement-rule


Nametrytond-account-statement-rule JSON
Version 7.2.2 PyPI version JSON
download
home_pagehttp://www.tryton.org/
SummaryTryton module to automate statement import with rules
upload_time2024-06-02 16:54:45
maintainerNone
docs_urlNone
authorTryton
requires_python>=3.8
licenseGPL-3
keywords tryton statement import rule
VCS
bugtrack_url
requirements No requirements were recorded.
Travis-CI No Travis.
coveralls test coverage No coveralls.
            Account Statement Rule Module
#############################

The account_statement_rule module allows rules to be defined to complete
statement lines from imported files.
When the "Apply Rule" button is clicked on a statement, each rule is tested in
order against each origin that does not have any lines until one is found that
matches. Then the rule found is used to create the statement lines linked to
the origin.

Rule
****

A rule is composed of two parts: matching criteria and lines.

Criteria
--------

The criteria are matched with each origin of the statement:

    * Company
    * Journal
    * Amount: Check if the amount is between two values
    * Description: `A regular expression
      <https://docs.python.org/library/re.html#regular-expression-syntax>`_ to
      search for a match in the origin description.
    * Information rules:

        * Key: the statement information key on which the rule applies
        * The matching value depending of the type of the key:

            * Boolean
            * Numeric: A range of value.
            * Char: A regular expression.
            * Selection

The regular expression can register the group names ``party``, ``bank_account``
and ``invoice`` which are later used to search for a party and an invoice.

Lines
-----

They define how to create the statement lines from the matching origin:

    * Amount: A Python expression evaluated with:
        * ``amount``: the amount of the origin.
        * ``pending``: the amount from which previous lines have been deducted.
    * Party
    * Account

If the party is not filled in, one will be searched for using the
``bank_account`` or the ``party`` group names from the regular expressions.
If the ``invoice`` group name appears in a regular expression, it will be used
to find an invoice to link with.

            

Raw data

            {
    "_id": null,
    "home_page": "http://www.tryton.org/",
    "name": "trytond-account-statement-rule",
    "maintainer": null,
    "docs_url": null,
    "requires_python": ">=3.8",
    "maintainer_email": null,
    "keywords": "tryton statement import rule",
    "author": "Tryton",
    "author_email": "foundation@tryton.org",
    "download_url": "https://files.pythonhosted.org/packages/8d/f0/798497a0c9a538fdb169450e10fec6f39e0a35d46ef655d02018717f7888/trytond_account_statement_rule-7.2.2.tar.gz",
    "platform": null,
    "description": "Account Statement Rule Module\n#############################\n\nThe account_statement_rule module allows rules to be defined to complete\nstatement lines from imported files.\nWhen the \"Apply Rule\" button is clicked on a statement, each rule is tested in\norder against each origin that does not have any lines until one is found that\nmatches. Then the rule found is used to create the statement lines linked to\nthe origin.\n\nRule\n****\n\nA rule is composed of two parts: matching criteria and lines.\n\nCriteria\n--------\n\nThe criteria are matched with each origin of the statement:\n\n    * Company\n    * Journal\n    * Amount: Check if the amount is between two values\n    * Description: `A regular expression\n      <https://docs.python.org/library/re.html#regular-expression-syntax>`_ to\n      search for a match in the origin description.\n    * Information rules:\n\n        * Key: the statement information key on which the rule applies\n        * The matching value depending of the type of the key:\n\n            * Boolean\n            * Numeric: A range of value.\n            * Char: A regular expression.\n            * Selection\n\nThe regular expression can register the group names ``party``, ``bank_account``\nand ``invoice`` which are later used to search for a party and an invoice.\n\nLines\n-----\n\nThey define how to create the statement lines from the matching origin:\n\n    * Amount: A Python expression evaluated with:\n        * ``amount``: the amount of the origin.\n        * ``pending``: the amount from which previous lines have been deducted.\n    * Party\n    * Account\n\nIf the party is not filled in, one will be searched for using the\n``bank_account`` or the ``party`` group names from the regular expressions.\nIf the ``invoice`` group name appears in a regular expression, it will be used\nto find an invoice to link with.\n",
    "bugtrack_url": null,
    "license": "GPL-3",
    "summary": "Tryton module to automate statement import with rules",
    "version": "7.2.2",
    "project_urls": {
        "Bug Tracker": "https://bugs.tryton.org/",
        "Documentation": "https://docs.tryton.org/",
        "Download": "http://downloads.tryton.org/7.2/",
        "Forum": "https://www.tryton.org/forum",
        "Homepage": "http://www.tryton.org/",
        "Source Code": "https://code.tryton.org/tryton"
    },
    "split_keywords": [
        "tryton",
        "statement",
        "import",
        "rule"
    ],
    "urls": [
        {
            "comment_text": "",
            "digests": {
                "blake2b_256": "7d0d4e318de4cdc0b1fe1cbeec9ce3edf2608ecd898b4ff0da7df230db9cfba6",
                "md5": "0c71e15e5bb36af02202a04ba46480fb",
                "sha256": "889c9ee494b93fab95458ca87a1a1d3efc83136204c19cc9dead4ce1daf251c0"
            },
            "downloads": -1,
            "filename": "trytond_account_statement_rule-7.2.2-py3-none-any.whl",
            "has_sig": false,
            "md5_digest": "0c71e15e5bb36af02202a04ba46480fb",
            "packagetype": "bdist_wheel",
            "python_version": "py3",
            "requires_python": ">=3.8",
            "size": 56677,
            "upload_time": "2024-06-02T16:54:43",
            "upload_time_iso_8601": "2024-06-02T16:54:43.876242Z",
            "url": "https://files.pythonhosted.org/packages/7d/0d/4e318de4cdc0b1fe1cbeec9ce3edf2608ecd898b4ff0da7df230db9cfba6/trytond_account_statement_rule-7.2.2-py3-none-any.whl",
            "yanked": false,
            "yanked_reason": null
        },
        {
            "comment_text": "",
            "digests": {
                "blake2b_256": "8df0798497a0c9a538fdb169450e10fec6f39e0a35d46ef655d02018717f7888",
                "md5": "ba74a7b7073564260e65eab7ce6395be",
                "sha256": "dac829224fe9043cc38aed2492fe416af90eaa56924f619951c7d7b3209f10e3"
            },
            "downloads": -1,
            "filename": "trytond_account_statement_rule-7.2.2.tar.gz",
            "has_sig": false,
            "md5_digest": "ba74a7b7073564260e65eab7ce6395be",
            "packagetype": "sdist",
            "python_version": "source",
            "requires_python": ">=3.8",
            "size": 33866,
            "upload_time": "2024-06-02T16:54:45",
            "upload_time_iso_8601": "2024-06-02T16:54:45.370934Z",
            "url": "https://files.pythonhosted.org/packages/8d/f0/798497a0c9a538fdb169450e10fec6f39e0a35d46ef655d02018717f7888/trytond_account_statement_rule-7.2.2.tar.gz",
            "yanked": false,
            "yanked_reason": null
        }
    ],
    "upload_time": "2024-06-02 16:54:45",
    "github": false,
    "gitlab": false,
    "bitbucket": false,
    "codeberg": false,
    "lcname": "trytond-account-statement-rule"
}
        
Elapsed time: 0.63498s