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Port paypal to 17.0 #721

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1 change: 1 addition & 0 deletions README.md
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Expand Up @@ -25,6 +25,7 @@ addon | version | maintainers | summary
[account_statement_import_file](account_statement_import_file/) | 17.0.1.0.0 | [![alexis-via](https://github.com/alexis-via.png?size=30px)](https://github.com/alexis-via) | Import Statement Files
[account_statement_import_file_reconcile_oca](account_statement_import_file_reconcile_oca/) | 17.0.1.0.0 | [![alexis-via](https://github.com/alexis-via.png?size=30px)](https://github.com/alexis-via) | Import Statement Files and Go Direct to Reconciliation
[account_statement_import_online](account_statement_import_online/) | 17.0.1.0.0 | [![alexey-pelykh](https://github.com/alexey-pelykh.png?size=30px)](https://github.com/alexey-pelykh) | Online bank statements update
[account_statement_import_online_paypal](account_statement_import_online_paypal/) | 17.0.0.0.0 | | Online bank statements import from paypal
[account_statement_import_sheet_file](account_statement_import_sheet_file/) | 17.0.1.0.0 | [![alexey-pelykh](https://github.com/alexey-pelykh.png?size=30px)](https://github.com/alexey-pelykh) | Import TXT/CSV or XLSX files as Bank Statements in Odoo

[//]: # (end addons)
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174 changes: 174 additions & 0 deletions account_statement_import_online_paypal/README.rst
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==================================
Online Bank Statements: PayPal.com
==================================

..
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!! This file is generated by oca-gen-addon-readme !!
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.. |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/17.0/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-17-0/bank-statement-import-17-0-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=17.0
: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*:

1. Open `PayPal Developer <https://developer.paypal.com/dashboard/>`__.
2. Login with your *PayPal for Business* account (upgrade your personal
account to a Business Account, if required).
3. Go to *Apps & Credentials* and switch to *Live*.
4. Under *REST API apps*, click *Create App* to begin creating a new
application.
5. Enter a descriptive name for your app (e.g. *Odoo-Statements*) and
click *Create App*.
6. Copy the *Client ID* and *Secret* to use during provider
configuration (instructions below).
7. Under *Features*, uncheck all optional features except *Transaction
Search*.
8. 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:

1. Go to *Invoicing > Configuration > Banks > Add a Bank Account*.
2. 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.
3. Fill in the other fields for the Bank Account if desired, and then
click *Create*.
4. Go to *Invoicing > Configuration > Accounting > Journals*.
5. Open and *Edit* the Journal corresponding to the PayPal bank account
(this Journal was created automatically when you created the Bank
Account above.
6. Set *Bank Feeds* to *Online (OCA)*.
7. Select *PayPal.com* as the provider in the *Online Bank Statements
(OCA)* section.
8. *Save* the Journal.
9. To configure provider-specific settings, click on the provider to
open it and click *Edit*.
10. Fill in your desired *Configuration* and *Scheduled Pull* settings.
11. Leave the *API base* field empty, and fill in the *Client ID* and
*Secret* from your PayPal Developer account.
12. 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:

1. Go to *Invoicing > Configuration > Accounting > Journals*.
2. Open the Journal corresponding to the PayPal bank account.
3. Click the *Pull Online Bank Statement* button.
4. 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:%2017.0%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 <[email protected]>

- Omar Castiñeira <[email protected]>
- isufi kapasi <[email protected]>
- `Ondergetekende BV <https://www.ondergetekende.nl>`__

- Koert van der Veer

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/17.0/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
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# 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
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# 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": "17.0.0.0.0",
"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,
}
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