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Services¶

Banks exposes the following services:

categorization
onOperationOrBillCreate
Account stats
Automatic groups

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¶

This service has many roles. It does:

Bills matching
Notifications (push & email)
Apps suggestions

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.

Account stats¶

Computes statistics on bank accounts and save the results in io.cozy.bank.accounts.stats doctype.

Automatic groups¶

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.

Budget alerts¶

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).

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.