Welcome | Get started | Dive | Contribute | Topics | Reference | Changes | More

ibanity in Noi

This document explains how the lino_xl.lib.ibanity plugin is used in Lino Noi.

Note

Code snippets in this document (lines starting with >>>) get tested as part of our development workflow. The following initialization snippet tells you which demo project is being used.

>>> from lino_book.projects.noi1r.startup import *

The tests in this document are skipped unless you also have Ibanity credentials installed. See How to set up your credentials for details.

>>> if not dd.plugins.ibanity.credentials:
...     pytest.skip('this doctest requires Ibanity credentials')

Clean up from (incomplete) previous test runs:

>>> def tidy_up():
...     ibanity.Supplier.objects.all().delete()
...     countries.Place.objects.filter(name="Leuven").delete()

>>> tidy_up()

Onboarding states

>>> rt.show(ibanity.OnboardingStates)
======= ============ ============
 value   name         text
------- ------------ ------------
 10      draft        Draft
 20      created      Created
 30      approved     Approved
 40      rejected     Rejected
 50      onboarded    Onboarded
 60      offboarded   Offboarded
======= ============ ============

Suppliers

>>> ar = rt.login("robin")
>>> rt.show(ibanity.Suppliers)
No data to display
>>> ibanity.SuppliersListChecker.update_unbound_problems(ar, fix=True)
- ibanity.SuppliersListChecker : (★) No entry for 273c1bdf-6258-4484-b6fb-74363721d51f.
(★) Unknown city Leuven ((in Belgium)
(★) Some fields need update: city, country, email, ibans, names, onboarding_state, phone, street, street_no, vat_id, zip_code
Found 0 and fixed 1 checkdata messages for ibanity.SuppliersListChecker (Check for missing or invalid suppliers).
>>> rt.show(ibanity.Suppliers)
====================================== ======================= ============== ================== ==================================
 Supplier ID                            Names                   VAT id         Onboarding state   Last sync
-------------------------------------- ----------------------- -------------- ------------------ ----------------------------------
 273c1bdf-6258-4484-b6fb-74363721d51f   Company; Company S.A.   BE1234567890   Created            ...
====================================== ======================= ============== ================== ==================================

Clean up after this test run:

>>> tidy_up()