Skip to content

Commit

Permalink
Merge PR #630 into 16.0
Browse files Browse the repository at this point in the history
Signed-off-by pedrobaeza
  • Loading branch information
OCA-git-bot committed Oct 19, 2023
2 parents 63086d1 + 5e7ff97 commit a581561
Show file tree
Hide file tree
Showing 18 changed files with 3,135 additions and 0 deletions.
156 changes: 156 additions & 0 deletions account_statement_import_online_paypal/README.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,156 @@
==================================
Online Bank Statements: PayPal.com
==================================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:26af4e5288afb6f7af8bd84132925bd6dea1bf3bbb77c739000c747423e4dc9e
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |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--statement--import-lightgray.png?logo=github
:target: https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online_paypal
:alt: OCA/bank-statement-import
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/bank-statement-import-15-0/bank-statement-import-15-0-account_statement_import_online_paypal
: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-statement-import&target_branch=15.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module provides online bank statements from
`PayPal.com <https://paypal.com/>`__.

**Table of contents**

.. contents::
:local:

Configuration
=============

You will need a *Client ID* and *Secret* from PayPal to communicate with the PayPal API. To obtain your PayPal API
*Client ID* and *Secret*:

#. Open `PayPal Developer <https://developer.paypal.com/dashboard/>`_.
#. Login with your *PayPal for Business* account (upgrade your personal account to
a Business Account, if required).
#. Go to *Apps & Credentials* and switch to *Live*.
#. Under *REST API apps*, click *Create App* to begin creating a new application.
#. Enter a descriptive name for your app (e.g. *Odoo-Statements*) and click *Create App*.
#. Copy the *Client ID* and *Secret* to use during provider configuration (instructions below).
#. Under *Features*, uncheck all optional features except *Transaction Search*.
#. Click *Save Changes*.

To configure PayPal as an online bank statement provider, you will need to create a Bank Account & Journal that
corresponds to your *PayPal for Business* account, and then configure the *PayPal.com* provider with the *Client ID*
and *Secret* obtained above:

#. Go to *Invoicing > Configuration > Banks > Add a Bank Account*.
#. In the *Account Number* field, enter some descriptive text for the account, such as the email address or *PayPal
Merchant ID* of your *PayPal for Business* account. NOTE: This *Account Number* is not used in the authentication
with PayPal's API, and is only used to distinguish this PayPal Bank Account/Journal from others you may have
configured.
#. Fill in the other fields for the Bank Account if desired, and then click *Create*.
#. Go to *Invoicing > Configuration > Accounting > Journals*.
#. Open and *Edit* the Journal corresponding to the PayPal bank account (this Journal was created automatically
when you created the Bank Account above.
#. Set *Bank Feeds* to *Online (OCA)*.
#. Select *PayPal.com* as the provider in the *Online Bank Statements (OCA)* section.
#. *Save* the Journal.
#. To configure provider-specific settings, click on the provider to open it and click *Edit*.
#. Fill in your desired *Configuration* and *Scheduled Pull* settings.
#. Leave the *API base* field empty, and fill in the *Client ID* and *Secret* from your PayPal
Developer account.
#. Click *Save*.

NOTE: For development and testing purposes, you can create Sandbox credentials associated with your *PayPal
for Business* account. When configuring the provider-specific settings, enter the following in the *API base* field:
https://api.sandbox.paypal.com

Usage
=====

To pull historical bank statements:

#. Go to *Invoicing > Configuration > Accounting > Journals*.
#. Open the Journal corresponding to the PayPal bank account.
#. Click the *Pull Online Bank Statement* button.
#. Configure a date interval and click *Pull*.

Known issues / Roadmap
======================

* Only transactions for the previous three years are retrieved, historical data
can be imported manually, see ``account_bank_statement_import_paypal``. See
`PayPal Help Center article <https://www.paypal.com/us/smarthelp/article/why-can't-i-access-transaction-history-greater-than-3-years-ts2241>`_
for details.
* `PayPal Transaction Info <https://developer.paypal.com/docs/api/transaction-search/v1/#definition-transaction_info>`_
defines extra fields like ``tip_amount``, ``shipping_amount``, etc. that
could be useful to be decomposed from a single transaction.
* There's a known issue with PayPal API that on every Monday for couple of
hours after UTC midnight it returns ``INVALID_REQUEST`` incorrectly: their
servers have not inflated the data yet. PayPal tech support confirmed this
behaviour in case #06650320 (private).

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/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-statement-import/issues/new?body=module:%20account_statement_import_online_paypal%0Aversion:%2015.0%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
~~~~~~~

* CorporateHub

Contributors
~~~~~~~~~~~~

* `CorporateHub <https://corporatehub.eu/>`__

* Alexey Pelykh <alexey.pelykh@corphub.eu>
* Omar Castiñeira <omar@comunitea.com>
* isufi kapasi <isufi.kapasi@initos.com>

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.

.. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
:target: https://github.com/alexey-pelykh
:alt: alexey-pelykh

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-alexey-pelykh|

This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online_paypal>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions account_statement_import_online_paypal/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,3 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from . import models
17 changes: 17 additions & 0 deletions account_statement_import_online_paypal/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,17 @@
# Copyright 2019 Brainbean Apps (https://brainbeanapps.com)
# Copyright 2020-2021 CorporateHub (https://corporatehub.eu)
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Online Bank Statements: PayPal.com",
"version": "16.0.1.0.0",
"author": "CorporateHub, Odoo Community Association (OCA)",
"maintainers": ["alexey-pelykh"],
"website": "https://github.com/OCA/bank-statement-import",
"license": "AGPL-3",
"category": "Accounting",
"summary": "Online bank statements for PayPal.com",
"depends": ["account_statement_import_online"],
"data": ["views/online_bank_statement_provider.xml"],
"installable": True,
}
Loading

0 comments on commit a581561

Please sign in to comment.