feat: Add support for payout reconciliation reports, remittance_reference and location value for price.tax_mode

CHANGELOG.md

@@ -6,6 +6,16 @@ The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 
 Check our main [developer changelog](https://developer.paddle.com/?utm_source=dx&utm_medium=paddle-python-sdk) for information about changes to the Paddle Billing platform, the Paddle API, and other developer tools.
 
+## [Unreleased]
+
+### Added
+
+- Support for payout reconciliation reports and `remittance_reference`, see [changelog](https://developer.paddle.com/changelog/2025/payout-reconciliation-report?utm_source=dx&utm_medium=paddle-python-sdk)
+- Added `location` value for `price.tax_mode`, see [changelog](https://developer.paddle.com/changelog/2025/default-automatic-tax-setting?utm_source=dx&utm_medium=paddle-python-sdk)
+
+### Fixed
+- Fixed `ReportsClient.create()` operation type
+
 ## 1.11.0 - 2025-10-07
 
 ### Added

paddle_billing/Entities/Reports/PayoutReconciliationReportType.py

@@ -0,0 +1,7 @@
+from paddle_billing.PaddleStrEnum import PaddleStrEnum, PaddleStrEnumMeta
+
+from paddle_billing.Entities.Reports.ReportType import ReportType
+
+
+class PayoutReconciliationReportType(PaddleStrEnum, metaclass=PaddleStrEnumMeta):
+    PayoutReconciliation: "PayoutReconciliationReportType" = ReportType.PayoutReconciliation.value

paddle_billing/Entities/Reports/ReportFilterName.py

@@ -12,6 +12,8 @@ class ReportFilterName(PaddleStrEnum, metaclass=PaddleStrEnumMeta):
     ProductStatus: "ReportFilterName" = "product_status"
     ProductType: "ReportFilterName" = "product_type"
     ProductUpdatedAt: "ReportFilterName" = "product_updated_at"
+    RemittanceReference: "ReportFilterName" = "remittance_reference"
     Status: "ReportFilterName" = "status"
+    TransactionUpdatedAt: "ReportFilterName" = "transaction_updated_at"
     Type: "ReportFilterName" = "type"
     UpdatedAt: "ReportFilterName" = "updated_at"

paddle_billing/Entities/Reports/ReportType.py

@@ -9,3 +9,4 @@ class ReportType(PaddleStrEnum, metaclass=PaddleStrEnumMeta):
     Transactions: "ReportType" = "transactions"
     TransactionLineItems: "ReportType" = "transaction_line_items"
     Balance: "ReportType" = "balance"
+    PayoutReconciliation: "ReportType" = "payout_reconciliation"

paddle_billing/Entities/Reports/__init__.py

@@ -1,6 +1,7 @@
 from paddle_billing.Entities.Reports.AdjustmentsReportType import AdjustmentsReportType
 from paddle_billing.Entities.Reports.BalanceReportType import BalanceReportType
 from paddle_billing.Entities.Reports.DiscountsReportType import DiscountsReportType
+from paddle_billing.Entities.Reports.PayoutReconciliationReportType import PayoutReconciliationReportType
 from paddle_billing.Entities.Reports.ProductsPricesReportType import ProductsPricesReportType
 from paddle_billing.Entities.Reports.ReportFilter import ReportFilter
 from paddle_billing.Entities.Reports.ReportFilterName import ReportFilterName

paddle_billing/Entities/Shared/TaxMode.py

@@ -5,3 +5,4 @@ class TaxMode(PaddleStrEnum, metaclass=PaddleStrEnumMeta):
     AccountSetting: "TaxMode" = "account_setting"
     External: "TaxMode" = "external"
     Internal: "TaxMode" = "internal"
+    Location: "TaxMode" = "location"

paddle_billing/Notifications/Entities/Payout.py

@@ -13,6 +13,7 @@ class Payout(Entity):
     currency_code: CurrencyCodePayouts
     id: str
     status: PayoutStatus
+    remittance_reference: str | None
 
     @staticmethod
     def from_dict(data: dict[str, Any]) -> Payout:
@@ -21,4 +22,5 @@ def from_dict(data: dict[str, Any]) -> Payout:
             id=data["id"],
             status=PayoutStatus(data["status"]),
             currency_code=CurrencyCodePayouts(data["currency_code"]),
+            remittance_reference=data.get("remittance_reference"),
         )

paddle_billing/Notifications/Entities/Reports/ReportFilterName.py

@@ -12,6 +12,8 @@ class ReportFilterName(PaddleStrEnum, metaclass=PaddleStrEnumMeta):
     ProductStatus: "ReportFilterName" = "product_status"
     ProductType: "ReportFilterName" = "product_type"
     ProductUpdatedAt: "ReportFilterName" = "product_updated_at"
+    RemittanceReference: "ReportFilterName" = "remittance_reference"
     Status: "ReportFilterName" = "status"
+    TransactionUpdatedAt: "ReportFilterName" = "transaction_updated_at"
     Type: "ReportFilterName" = "type"
     UpdatedAt: "ReportFilterName" = "updated_at"

paddle_billing/Notifications/Entities/Reports/ReportType.py

@@ -9,3 +9,4 @@ class ReportType(PaddleStrEnum, metaclass=PaddleStrEnumMeta):
     Transactions: "ReportType" = "transactions"
     TransactionLineItems: "ReportType" = "transaction_line_items"
     Balance: "ReportType" = "balance"
+    PayoutReconciliation: "ReportType" = "payout_reconciliation"

paddle_billing/Notifications/Entities/Shared/TaxMode.py

@@ -5,3 +5,4 @@ class TaxMode(PaddleStrEnum, metaclass=PaddleStrEnumMeta):
     AccountSetting: "TaxMode" = "account_setting"
     External: "TaxMode" = "external"
     Internal: "TaxMode" = "internal"
+    Location: "TaxMode" = "location"

paddle_billing/Notifications/Entities/Simulations/Payout.py

@@ -14,6 +14,7 @@ class Payout(SimulationEntity):
     currency_code: CurrencyCodePayouts | Undefined = Undefined()
     id: str | Undefined = Undefined()
     status: PayoutStatus | Undefined = Undefined()
+    remittance_reference: str | Undefined = Undefined()
 
     @staticmethod
     def from_dict(data: dict[str, Any]) -> Payout:
@@ -22,4 +23,5 @@ def from_dict(data: dict[str, Any]) -> Payout:
             id=data.get("id", Undefined()),
             status=PayoutStatus(data["status"]) if data.get("status") else Undefined(),
             currency_code=CurrencyCodePayouts(data["currency_code"]) if data.get("currency_code") else Undefined(),
+            remittance_reference=data.get("remittance_reference", Undefined()),
         )

paddle_billing/Resources/Reports/Operations/CreatePayoutReconciliationReport.py

@@ -0,0 +1,25 @@
+from dataclasses import dataclass, field
+
+from paddle_billing.Entities.Reports import PayoutReconciliationReportType
+
+from paddle_billing.Resources.Reports.Operations.Filters import (
+    RemittanceReferenceFilter,
+    TransactionUpdatedAtFilter,
+)
+
+from paddle_billing.Resources.Reports.Operations.CreateReport import (
+    CreateReport,
+)
+
+
+@dataclass
+class CreatePayoutReconciliationReport(CreateReport):
+    type: PayoutReconciliationReportType
+    filters: list[RemittanceReferenceFilter | TransactionUpdatedAtFilter] = field(default_factory=list)
+
+    @staticmethod
+    def get_allowed_filters() -> tuple[RemittanceReferenceFilter | TransactionUpdatedAtFilter]:
+        return (
+            RemittanceReferenceFilter,
+            TransactionUpdatedAtFilter,
+        )

paddle_billing/Resources/Reports/Operations/Filters/RemittanceReferenceFilter.py

@@ -0,0 +1,18 @@
+from __future__ import annotations
+from dataclasses import dataclass
+
+from paddle_billing.Resources.Reports.Operations.Filters.Filter import Filter
+
+from paddle_billing.Entities.Reports import ReportFilterName
+
+
+@dataclass
+class RemittanceReferenceFilter(Filter):
+    remittance_references: list[str]
+
+    @staticmethod
+    def get_name() -> ReportFilterName:
+        return ReportFilterName.RemittanceReference
+
+    def get_value(self) -> list[str]:
+        return self.remittance_references

paddle_billing/Resources/Reports/Operations/Filters/TransactionUpdatedAtFilter.py

@@ -0,0 +1,34 @@
+from __future__ import annotations
+from dataclasses import dataclass
+
+from paddle_billing.Entities.DateTime import DateTime
+
+from paddle_billing.Entities.Reports import ReportFilterOperator
+
+from paddle_billing.Resources.Reports.Operations.Filters.Filter import Filter
+
+from paddle_billing.Entities.Reports import ReportFilterName
+
+
+@dataclass
+class TransactionUpdatedAtFilter(Filter):
+    operator: ReportFilterOperator
+    value: DateTime
+
+    @staticmethod
+    def get_name() -> ReportFilterName:
+        return ReportFilterName.TransactionUpdatedAt
+
+    def get_operator(self) -> ReportFilterOperator | None:
+        return self.operator
+
+    def get_value(self) -> str:
+        return self.value.format()
+
+    @staticmethod
+    def gte(value: DateTime) -> TransactionUpdatedAtFilter:
+        return TransactionUpdatedAtFilter(value=value, operator=ReportFilterOperator.Gte)
+
+    @staticmethod
+    def lt(value: DateTime) -> TransactionUpdatedAtFilter:
+        return TransactionUpdatedAtFilter(value=value, operator=ReportFilterOperator.Lt)

paddle_billing/Resources/Reports/Operations/Filters/__init__.py

@@ -10,6 +10,8 @@
 from paddle_billing.Resources.Reports.Operations.Filters.ProductStatusFilter import ProductStatusFilter
 from paddle_billing.Resources.Reports.Operations.Filters.ProductTypeFilter import ProductTypeFilter
 from paddle_billing.Resources.Reports.Operations.Filters.ProductUpdatedAtFilter import ProductUpdatedAtFilter
+from paddle_billing.Resources.Reports.Operations.Filters.RemittanceReferenceFilter import RemittanceReferenceFilter
 from paddle_billing.Resources.Reports.Operations.Filters.TransactionOriginFilter import TransactionOriginFilter
 from paddle_billing.Resources.Reports.Operations.Filters.TransactionStatusFilter import TransactionStatusFilter
+from paddle_billing.Resources.Reports.Operations.Filters.TransactionUpdatedAtFilter import TransactionUpdatedAtFilter
 from paddle_billing.Resources.Reports.Operations.Filters.UpdatedAtFilter import UpdatedAtFilter

paddle_billing/Resources/Reports/Operations/__init__.py

@@ -1,6 +1,10 @@
 from paddle_billing.Resources.Reports.Operations.CreateAdjustmentsReport import CreateAdjustmentsReport
 from paddle_billing.Resources.Reports.Operations.CreateBalanceReport import CreateBalanceReport
 from paddle_billing.Resources.Reports.Operations.CreateDiscountsReport import CreateDiscountsReport
+from paddle_billing.Resources.Reports.Operations.CreatePayoutReconciliationReport import (
+    CreatePayoutReconciliationReport,
+)
 from paddle_billing.Resources.Reports.Operations.CreateProductsAndPricesReport import CreateProductsAndPricesReport
+from paddle_billing.Resources.Reports.Operations.CreateReport import CreateReport
 from paddle_billing.Resources.Reports.Operations.CreateTransactionsReport import CreateTransactionsReport
 from paddle_billing.Resources.Reports.Operations.ListReports import ListReports

tests/Functional/Resources/Reports/_fixtures/request/create_payout_reconciliation_basic.json

@@ -0,0 +1,3 @@
+{
+    "type": "payout_reconciliation"
+}

tests/Functional/Resources/Reports/_fixtures/request/create_payout_reconciliation_full.json

@@ -0,0 +1,22 @@
+{
+    "type": "payout_reconciliation",
+    "filters": [
+        {
+            "name": "remittance_reference",
+            "operator": null,
+            "value": [
+                "some-reference"
+            ]
+        },
+        {
+            "name": "transaction_updated_at",
+            "operator": "gte",
+            "value": "2023-12-30T00:00:00.000000Z"
+        },
+        {
+            "name": "transaction_updated_at",
+            "operator": "lt",
+            "value": "2024-12-30T12:30:01.123456Z"
+        }
+    ]
+}

tests/Functional/Resources/Reports/test_ReportsClient.py

@@ -9,6 +9,7 @@
     AdjustmentsReportType,
     BalanceReportType,
     DiscountsReportType,
+    PayoutReconciliationReportType,
     ProductsPricesReportType,
     ReportFilter,
     ReportFilterName,
@@ -32,8 +33,10 @@
     ProductStatusFilter,
     ProductTypeFilter,
     ProductUpdatedAtFilter,
+    RemittanceReferenceFilter,
     TransactionOriginFilter,
     TransactionStatusFilter,
+    TransactionUpdatedAtFilter,
     UpdatedAtFilter,
 )
 
@@ -59,6 +62,7 @@
     CreateAdjustmentsReport,
     CreateBalanceReport,
     CreateDiscountsReport,
+    CreatePayoutReconciliationReport,
     CreateProductsAndPricesReport,
     CreateTransactionsReport,
     ListReports,
@@ -153,6 +157,23 @@ class TestReportsClient:
                 ReadsFixtures.read_raw_json_fixture("request/create_balance_full"),
                 BalanceReportType,
             ),
+            (
+                CreatePayoutReconciliationReport(type=PayoutReconciliationReportType.PayoutReconciliation),
+                ReadsFixtures.read_raw_json_fixture("request/create_payout_reconciliation_basic"),
+                PayoutReconciliationReportType,
+            ),
+            (
+                CreatePayoutReconciliationReport(
+                    type=PayoutReconciliationReportType.PayoutReconciliation,
+                    filters=[
+                        RemittanceReferenceFilter(["some-reference"]),
+                        TransactionUpdatedAtFilter.gte(DateTime("2023-12-30")),
+                        TransactionUpdatedAtFilter.lt(DateTime("2024-12-30T12:30:01.123456Z")),
+                    ],
+                ),
+                ReadsFixtures.read_raw_json_fixture("request/create_payout_reconciliation_full"),
+                PayoutReconciliationReportType,
+            ),
         ],
         ids=[
             "Create transaction report with basic data",
@@ -162,6 +183,8 @@ class TestReportsClient:
             "Create discount report with filters",
             "Create products and prices report with filters",
             "Create balance report with filters",
+            "Create payout reconciliation report with basic data",
+            "Create payout reconciliation report with filters",
         ],
     )
     def test_create_report_uses_expected_payload(

tests/Unit/Entities/_fixtures/notification/entity/payout.created.json

@@ -2,5 +2,6 @@
     "id": "pay_01gsz4vmqbjk3x4vvtafffd540",
     "status": "unpaid",
     "amount": "10000",
-    "currency_code": "USD"
+    "currency_code": "USD",
+    "remittance_reference": "some-reference"
 }

tests/Unit/Entities/_fixtures/notification/entity/payout.paid.json

@@ -2,5 +2,6 @@
     "id": "pay_01gsz4vmqbjk3x4vvtafffd540",
     "status": "paid",
     "amount": "10000",
-    "currency_code": "USD"
+    "currency_code": "USD",
+    "remittance_reference": "some-reference"
 }