`b2c`: BankToCustomer SEPA¶

This document describes the functionality implemented by the lino_xl.lib.b2c module.

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

>>> from lino import startup
>>> startup('lino_book.projects.min9.settings')
>>> from lino.api.doctest import *

See the specs of Lino Welfare for examples.

Dependencies ¶

The plugin is inactive as long as import_statements_path is not set.

As a site manager you can set this e.g. by specifying in your settings.py:

def get_plugin_configs(self):
    yield super().get_plugin_configs()
    ...
    yield ('b2c', 'import_statements_path', '/var/sepa_incoming')

Lino does not connect directly with the bank, but assumes that SEPA statement files are being downloaded to that directory.

and then to invoke the lino_xl.lib.b2c.models.ImportStatements action.

>>> ses = rt.login('robin')

>>> ses.show_menu_path(system.SiteConfig.import_b2c)
Accounting --> Import SEPA

class lino_xl.lib.b2c.Account¶: Django model used to represent an imported bank account.

class lino_xl.lib.b2c.Statement¶: Django model used to represent aa statement of an imported bank account.

class lino_xl.lib.b2c.Transaction¶: Django model used to represent a transaction of an imported bank account.