[IMP] payment_providers/razorpay: connect button

task-4922616

closes #14433

Signed-off-by: Audrey Vandromme (auva) <[email protected]>

Author: auva-odoo

content/applications/finance/payment_providers/razorpay.rst

@@ -2,53 +2,85 @@
 Razorpay
 ========
 
-`Razorpay <https://razorpay.com/>`_ is an online payments provider established in India and
-covering more than 100 payment methods.
+`Razorpay <https://razorpay.com/>`_ is an online payments provider established in India that
+supports more than 100 payment methods.
+
+.. _payment_providers/razorpay/oauth-connection:
+
+Create a Razorpay account with Odoo (Indian companies only)
+===========================================================
+
+.. note::
+   - This method is only available for Indian companies.
+   - This flow does not support the :ref:`test mode <payment_providers/test-mode>`.
+
+#. :ref:`Navigate to the Razorpay payment provider <payment_providers/supported_providers>` and
+   click :guilabel:`Connect`.
+#. Go through the account creation process and enter the verification codes when prompted.
+
+   .. tip::
+      If you already have a Razorpay account, enter your Razorpay credentials, select the account
+      you want to link to your Odoo database (if applicable), then click :guilabel:`Continue`.
+
+#. At the end of the process, click :guilabel:`Authorize`. If all required information
+   has been submitted, you are then redirected to Odoo, and the payment provider is
+   :guilabel:`Enabled`.
+
+.. _payment_providers/razorpay/manual-connection:
+
+Manual credentials and webhook input
+====================================
 
 .. _payment_providers/razorpay/configure_dashboard:
 
-Configuration on Razorpay Dashboard
-===================================
+Razorpay configuration
+----------------------
 
-#. Log into `Razorpay Dashboard <https://dashboard.razorpay.com/>`_ and go to
-   :menuselection:`Settings --> API Keys`. Generate the new keys and copy the values of the
-   :guilabel:`Key Id` and :guilabel:`Secret Key` fields and save them for later.
-#. | Go to :menuselection:`Settings --> Webhooks`, click on :guilabel:`Create New Webhook`,
-     and enter your Odoo database URL followed by `/payment/razorpay/webhook` in
-     the :guilabel:`Webhook URL` text field.
+#. `Create a Razorpay account <https://accounts.razorpay.com/>`_ if necessary and log into the
+   `Razorpay Dashboard <https://dashboard.razorpay.com/>`_.
+#. Go to the :guilabel:`Payments` tab at the top of the page.
+#. Toggle the :guilabel:`Test Mode` switch in the left menu to try the integration without
+   charging customers. Toggle it off once you are ready to accept real payments.
+#. Click :guilabel:`Account & Settings` in the left menu, then, under :guilabel:`Website and app
+   settings`, select `API Keys <https://dashboard.razorpay.com/app/website-app-settings/api-keys>`_.
+#. Copy the values of the :guilabel:`Key Id` and :guilabel:`Secret Key` fields and save them for
+   later.
+#. Click :guilabel:`Account & Settings` in the left menu, then, under :guilabel:`Website and app
+   settings`, select `Webhooks <https://dashboard.razorpay.com/app/website-app-settings/webhooks>`_.
+#. | Click :guilabel:`Add New Webhook`, then enter your Odoo database URL followed by
+     `/payment/razorpay/webhook` in the :guilabel:`Webhook URL` field.
    | For example: `https://example.odoo.com/payment/razorpay/webhook`.
 #. Fill the :guilabel:`Secret` field with a password of your choice and save it for later.
-#. Make sure the :guilabel:`payment.authorized`, :guilabel:`payment.captured`,
-   :guilabel:`payment.failed`, :guilabel:`refund.failed` and :guilabel:`refund.processed`
-   checkboxes are ticked.
-#. Click on :guilabel:`Create Webhook` to finalize the configuration.
+#. Enable the following events: :guilabel:`payment.authorized`, :guilabel:`payment.captured`,
+   :guilabel:`payment.failed`, :guilabel:`refund.failed`, and :guilabel:`refund.processed`.
+#. Click :guilabel:`Create Webhook` to finalize the configuration.
 
 .. _payment_providers/razorpay/recurring_payments:
 
 .. important::
-   The :guilabel:`Recurring payments` feature must
-   be activated if you want to make recurring payments.
-   Send a request to the `Razorpay Support team <https://razorpay.com/support/#request>`_ to
-   enable recurring payments.
+   The `Recurring payments <https://razorpay.com/docs/payments/recurring-payments/>`_ feature must
+   be activated to accept recurring payments. To enable this feature, submit a request to the
+   `Razorpay Support team <https://razorpay.com/support/#request>`_.
 
 .. _payment_providers/razorpay/configure_odoo:
 
-Configuration on Odoo
-=====================
+Odoo configuration
+------------------
 
-#. :ref:`Navigate to the payment provider Razorpay <payment_providers/add_new>` and change its
-   state to :guilabel:`Enabled`.
+#. Activate :ref:`developer mode <developer-mode>`.
+#. :ref:`Navigate to the Razorpay payment provider <payment_providers/add_new>`.
 #. In the :guilabel:`Credentials` tab, fill the :guilabel:`Key Id`, :guilabel:`Key Secret`, and
-   :guilabel:`Webhook Secret` with the values you saved at the step
+   :guilabel:`Webhook Secret` with the values you saved during
    :ref:`payment_providers/razorpay/configure_dashboard`.
-#. Configure the rest of the options to your liking.
+#. Configure the remaining options as needed.
+#. Set the :guilabel:`State` field to :guilabel:`Enabled` (or :guilabel:`Test Mode` if you are
+   trying Razorpay as a :ref:`test <payment_providers/test-mode>`).
 
 .. important::
-  If you configure Odoo to capture amounts manually:
+   If you configure Odoo to :ref:`capture amounts manually <payment_providers/manual_capture>`:
 
-  - Be aware that the **manual voiding** of a transaction is not supported by Razorpay.
-  - After **five days**, if the transaction hasn't been captured yet, it'll automatically be
-    **voided**.
+   - **Manual voiding** of a transaction is not supported by Razorpay.
+   - Transactions that remain uncaptured for more than **five days** are automatically **voided**.
 
 .. seealso::
-   - :doc:`../payment_providers`
+   :doc:`../payment_providers`