[ADD] account_statement_import_sheet_file_ux: preview the file a mapping expects

account_statement_import_sheet_file_ux/README.rst

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+.. |company| replace:: ADHOC SA
+
+.. |company_logo| image:: https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-logo.png
+   :alt: ADHOC SA
+   :target: https://www.adhoc.com.ar
+
+.. |icon| image:: https://raw.githubusercontent.com/ingadhoc/maintainer-tools/master/resources/adhoc-icon.png
+
+.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+   :target: https://www.gnu.org/licenses/agpl
+   :alt: License: AGPL-3
+
+===============================
+Bank Statement Sheet Import UX
+===============================
+
+Most of the support around the statement sheet import comes from mappings that
+do not match the file the bank exports: a renamed header, a header row on the
+wrong line, the thousands separator the other way around. The error the user
+gets back (``'Debits' is not in list``) says nothing about which part of the
+mapping is wrong.
+
+ * Adds a **"Preview Mapping"** button on the statement sheet mapping. It shows a
+   sample sheet, with column letters and row numbers, built from the mapping as
+   it is configured right now: where the header row must be, which columns must
+   exist, and how dates and amounts must be written. Three sample transactions
+   are filled in so the layout is unambiguous.
+ * The sample can be downloaded as an **xlsx** file. Every cell is written as
+   text, the way the parser reads them, so the sample file can be imported with
+   that very mapping to check it end to end before fighting with the real
+   statement.
+ * The preview reads the mapping back to the user in plain words (date format,
+   separators, ignored rows and columns) and **warns about the configurations
+   that are going to fail**: a header row number of 0 (the header row is then
+   read as a transaction too and the spreadsheet import fails), or column names
+   on a mapping declared as having no header line.
+ * Rewrites the error of a **failed import**. Instead of the bare
+   ``'Date' is not in list``, it names the mapping and the column that is
+   missing (or the date format that does not match), tells the user to check the
+   Columns section and the preview, and offers a button that opens the mapping
+   right there.
+ * Matches the configured column names **ignoring case and padding**, so a bank
+   that exports ``DATE`` one month and ``Date`` the next one does not break the
+   import.
+ * Renames the ``Header lines skip count`` field to **Header row number** and
+   explains what the number means, which is where most of the wrong mappings
+   come from.
+ * Clears the amount columns when the **Amount type** changes, so a mapping
+   cannot keep columns that no longer apply to it.
+
+Technical notes
+===============
+
+ * The preview is built by ``account.statement.import.sheet.mapping._preview_layout()``,
+   which follows what the parser actually does: the header sits on
+   ``max(header_lines_skip_count, 1)`` and the transactions start right after
+   ``header_lines_skip_count``. Ignored rows carry a label so that they exist in
+   the exported file and the row numbers do not shift.
+ * With ``no_header`` the mapping holds column indexes, so each field lands on
+   the position it declares. With a header the file order is irrelevant to the
+   parser, so the preview lays the columns out in the order of the form and says
+   so.
+ * ``_get_column_indexes`` rewrites the header cells that match a configured
+   name to the configured spelling and delegates to the standard lookup, instead
+   of duplicating it. An unknown column still raises.
+ * ``_parse_decimal`` casts the raw ``int`` / ``float`` values the xls parser
+   hands over, which the standard method only handles for ``str``, ``float`` and
+   ``Decimal``.
+ * ``account.statement.import._parse_file`` catches the ``UserError`` the sheet
+   module raises and re-raises a ``RedirectWarning`` carrying the original text
+   plus the hint. The redirect action is built inline instead of pointing at a
+   preview record, because the failed transaction is rolled back and any record
+   created in that path would no longer exist when the user clicks the button.
+
+Installation
+============
+
+Only install the module. It is auto installed as soon as
+``account_statement_import_sheet_file`` is installed, and it pulls
+``account_statement_import_sheet_file_xls`` and
+``account_statement_import_sheet_file_xlsx`` with it, so a base that can import
+csv statements can also import xls and xlsx ones.
+
+Configuration
+=============
+
+This module does not need any configuration.
+
+Usage
+=====
+
+Go to "Accounting > Configuration > Statement Sheet Mappings", open a mapping and
+click "Preview Mapping".
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: http://runbot.adhoc.com.ar/
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/ingadhoc/miscellaneous/issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smashing it by providing a detailed and welcomed feedback.
+
+Credits
+=======
+
+Images
+------
+
+* |company| |icon|
+
+Contributors
+------------
+
+Maintainer
+----------
+
+|company_logo|
+
+This module is maintained by the |company|.
+
+To contribute to this module, please visit https://www.adhoc.com.ar.

account_statement_import_sheet_file_ux/__init__.py

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+from . import models
+from . import wizard

account_statement_import_sheet_file_ux/__manifest__.py

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+##############################################################################
+#
+#    Copyright (C) 2026  ADHOC SA  (http://www.adhoc.com.ar)
+#    All Rights Reserved.
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+{
+    "name": "Bank Statement Sheet Import UX",
+    "version": "19.0.1.0.0",
+    "category": "Accounting",
+    "summary": "Preview of the expected file for a statement sheet mapping, "
+    "plus usability fixes on the mapping configuration and the column parser",
+    "author": "ADHOC SA",
+    "website": "www.adhoc.com.ar",
+    "license": "AGPL-3",
+    "images": [],
+    "depends": [
+        "account_statement_import_sheet_file",
+        "account_statement_import_sheet_file_xls",
+        "account_statement_import_sheet_file_xlsx",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/account_statement_import_sheet_mapping_preview_views.xml",
+        "views/account_statement_import_sheet_mapping_views.xml",
+    ],
+    "installable": True,
+    "auto_install": ["account_statement_import_sheet_file"],
+    "application": False,
+}