From 18addc5914a778f8b310981a60824edafcc4c7ad Mon Sep 17 00:00:00 2001 From: OCA-git-bot Date: Mon, 30 Mar 2020 07:46:16 +0000 Subject: [PATCH] [UPD] README.rst --- .../README.rst | 129 +++++ .../static/description/index.html | 479 ++++++++++++++++++ 2 files changed, 608 insertions(+) create mode 100644 account_bank_statement_import_online_paypal/README.rst create mode 100644 account_bank_statement_import_online_paypal/static/description/index.html diff --git a/account_bank_statement_import_online_paypal/README.rst b/account_bank_statement_import_online_paypal/README.rst new file mode 100644 index 0000000..53666cd --- /dev/null +++ b/account_bank_statement_import_online_paypal/README.rst @@ -0,0 +1,129 @@ +================================== +Online Bank Statements: PayPal.com +================================== + +.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |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/12.0/account_bank_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-12-0/bank-statement-import-12-0-account_bank_statement_import_online_paypal + :alt: Translate me on Weblate +.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png + :target: https://runbot.odoo-community.org/runbot/174/12.0 + :alt: Try me on Runbot + +|badge1| |badge2| |badge3| |badge4| |badge5| + +This module provides online bank statements from +`PayPal.com `_. + +**Table of contents** + +.. contents:: + :local: + +Configuration +============= + +To configure online bank statements provider: + +#. Go to *Invoicing > Configuration > Bank Accounts* +#. Open bank account to configure and edit it +#. Set *Bank Feeds* to *Online* +#. Select *PayPal.com* as online bank statements provider in + *Online Bank Statements (OCA)* section +#. Save the bank account +#. Click on provider and configure provider-specific settings. + +or, alternatively: + +#. Go to *Invoicing > Overview* +#. Open settings of the corresponding journal account +#. Switch to *Bank Account* tab +#. Set *Bank Feeds* to *Online* +#. Select *PayPal.com* as online bank statements provider in + *Online Bank Statements (OCA)* section +#. Save the bank account +#. Click on provider and configure provider-specific settings. + +To obtain *Client ID* and *Secret*: + +#. Open `PayPal Developer `_ +#. Go to *My Apps & Credentials* and switch to *Live* +#. Under *REST API apps*, click *Create App* to create new application (e.g. *Odoo*) +#. Copy *Client ID* and *Secret* to use during provider configuration +#. Under *Live App Settings*, uncheck all features except *Transaction Search* +#. Click Save + +Usage +===== + +To pull historical bank statements: + +#. Go to *Invoicing > Configuration > Bank Accounts* +#. Select specific bank accounts +#. Launch *Actions > Online Bank Statements Pull Wizard* +#. Configure 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 `_ + for details. +* `PayPal Transaction Info `_ + defines extra fields like ``tip_amount``, ``shipping_amount``, etc. that + could be useful to be decomposed from a single transaction. + +Bug Tracker +=========== + +Bugs are tracked on `GitHub 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 `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +~~~~~~~ + +* Brainbean Apps +* Dataplug + +Contributors +~~~~~~~~~~~~ + +* Alexey Pelykh + +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-statement-import `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/account_bank_statement_import_online_paypal/static/description/index.html b/account_bank_statement_import_online_paypal/static/description/index.html new file mode 100644 index 0000000..15eafb0 --- /dev/null +++ b/account_bank_statement_import_online_paypal/static/description/index.html @@ -0,0 +1,479 @@ + + + + + + +Online Bank Statements: PayPal.com + + + +
+

Online Bank Statements: PayPal.com

+ + +

Beta License: AGPL-3 OCA/bank-statement-import Translate me on Weblate Try me on Runbot

+

This module provides online bank statements from +PayPal.com.

+

Table of contents

+ +
+

Configuration

+

To configure online bank statements provider:

+
    +
  1. Go to Invoicing > Configuration > Bank Accounts
    2. +
  2. Open bank account to configure and edit it
    3. +
  3. Set Bank Feeds to Online
    4. +
  4. Select PayPal.com as online bank statements provider in +Online Bank Statements (OCA) section
    5. +
  5. Save the bank account
    6. +
  6. Click on provider and configure provider-specific settings.
    7. +
+

or, alternatively:

+
    +
  1. Go to Invoicing > Overview
    2. +
  2. Open settings of the corresponding journal account
    3. +
  3. Switch to Bank Account tab
    4. +
  4. Set Bank Feeds to Online
    5. +
  5. Select PayPal.com as online bank statements provider in +Online Bank Statements (OCA) section
    6. +
  6. Save the bank account
    7. +
  7. Click on provider and configure provider-specific settings.
    8. +
+

To obtain Client ID and Secret:

+
    +
  1. Open PayPal Developer
    2. +
  2. Go to My Apps & Credentials and switch to Live
    3. +
  3. Under REST API apps, click Create App to create new application (e.g. Odoo)
    4. +
  4. Copy Client ID and Secret to use during provider configuration
    5. +
  5. Under Live App Settings, uncheck all features except Transaction Search
    6. +
  6. Click Save
    7. +
+
+
+

Usage

+

To pull historical bank statements:

+
    +
  1. Go to Invoicing > Configuration > Bank Accounts
    2. +
  2. Select specific bank accounts
    3. +
  3. Launch Actions > Online Bank Statements Pull Wizard
    4. +
  4. Configure date interval and click Pull
    5. +
+
+
+

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 +for details.
    • +
  • PayPal Transaction Info +defines extra fields like tip_amount, shipping_amount, etc. that +could be useful to be decomposed from a single transaction.
    • +
+
+
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Brainbean Apps
    • +
  • Dataplug
    • +
+
+ +
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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-statement-import project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ +