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Services

Banks exposes the following services:

• categorization
• onOperationOrBillCreate

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.

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 categories 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.

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.

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', {
      message: {
        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.