Skip to content

Services

This document describes services running as part of the Banks application.

Developing

You can manually create an app token and launch the built service.

# Watch services
$ yarn watch
$ export COZY_URL='http://cozy.localhost:8080'
$ export COZY_CREDENTIALS=$(cozy-stack instances token-app cozy.localhost:8080 banks)
$ node build/services/budgetAlerts/banks.js

Services

Categorization

slug: categorization

This service role is to categorize transactions. It is bound to no event at all, so it’s not automatically triggered and needs to be explicitly called by a konnector or another service. This service is called from konnectors so that transactions are categorized as soon as possible (no debounce involved).

When this service is ran, it gets all io.cozy.bank.operations that has the toCategorize property with a true value. Then it slices it into chunks and categorizes the most chunks it can before the service is stopped by the stack. If there are some uncategorized transactions remaining, it restarts itself to finish the work. If all transactions have been categorized, it calls the onOperationOrBillCreate service to trigger all other features.

See the categorization documentation for more details about the categorization implementation.

onOperationOrBillCreate

slug: onOperationOrBillCreate

This service has many roles. It does:

  • Bills matching
  • Notifications (push & email)
  • Apps suggestions

⚠️ A PR is opened to have stateful notifications, please check it before doing more work on notifications.

It is bound to the io.cozy.bills creation only. The creation of io.cozy.bank.operations should be managed by calling the categorization service. See the next section for more precise informations about that.

Automatic groups

slug: autogroups

Whenever an io.cozy.bank.accounts is created, we check if it could belong in an automatic group based on its type (checkings, savings, credit cards). These io.cozy.bank.groups documents are created with the auto: true attributes.

ℹ️ This service can be run via CLI via yarn service:autogroups

Budget alerts

slug: budgetAlerts

A user can configure alerts to be alerted whenever the sum of its expenses has gone past a maximum threshold per month. The notification is sent as part of the onOperationOrBillCreate service.

It is configured from a io.cozy.bank.settings document and the last notification date and amount are saved.

A debug service is built to be able to only run this particular part and not the whole onOperationOrBillCreate service. It is possible to run it from the Debug tab in the application (or via Bender).

Recurrences

slug: recurrence

Tries to find recurrence groups when new operations are inserted in the Cozy. It either creates new recurrence groups or attaches transactions to existing recurrence groups.

See Paper “Paiements recurrents” for more information on the service.

ℹ️ This service can be run via CLI via yarn service recurrence

Konnector alerts

slug: konnectorAlerts

It monitors the jobs and sends a notification when a konnector has failed. Here are the rules for those notifications:

  • They should only be sent for LOGIN_FAILED and USER_ACTION_NEEDED errors
  • They should only be sent for automatic jobs (not manual)
  • We should not send a notification if the state stays the same

The service also determines if a delayed notification schedule at D+3 and D+7 is necessary. When a notification is scheduled, if there are no future reminders, the service will create them.

ℹ️ This service can be run via CLI via yarn service konnectorAlerts

Import

slug: import

Allows you to import bank data into Cozy, from the Cozy bank export file (.csv format) This service is launched manually once the import of the file has been successful on the cozy. It also saves the number of imported transactions in the doctype io.cozy.bank.settings (lastImportSuccess.savedTransactionsCount)

ℹ️ This service can be run via CLI via yarn service import

I am writing a banking konnector, what should I do?

If you want to benefit from all the features of these services, the most straightforward is to add toCategorize: true to the io.cozy.bank.operations your konnector creates, save these documents and then call the categorization service.

Here is an example:

const { cozyClient, BaseKonnector } = require('cozy-konnector-libs')

class MyKonnector extends BaseKonnector {
  async saveTransactions() {
    const transactions = await this.fetchTransactions()
    transactions.forEach(t => (t.toCategorize = true))

    // save `transactions`

    await cozyClient.jobs.create('service', {
      name: 'categorization',
      slug: 'banks'
    })
  }
}

Finally, you will need a permission to create io.cozy.jobs document. Add the following permission to your manifest.konnector:

{
  "permissions": {
    "jobs": {
      "description": "Required to run applications services",
      "type": "io.cozy.jobs"
    }
  }
}

With this, the transactions you created will be categorized, then the onOperationOrBillCreate service will be launched and do its work.