Table of contents

Cozy Bank doctypes

Cozy can stores and manipulate bank related datas, distributed across several doctypes.

io.cozy.bank.settings

This doctype store informations about Bank application settings. There is only one document, by default:

{
  notifications: {
    amountMax: {
      enable: false,
      value: 30
    }
  }
}

io.cozy.bank.accounts

This doctypes stores informations about a Bank account:

Example

{
  "_id": "2165d9a310deadbeeffc08d54c45102",
  "balance": 1337.73,
  "institutionLabel": "Société Générale (Particuliers)",
  "label": "Livret Dévelop. Durable (x1337)",
  "linxoId": "123456",
  "metadata": {
    "version": 1
  },
  "number": "03791 00048085818",
  "shortLabel": "Livret Dévelop. Durable",
  "type": "Savings"
}

io.cozy.bank.operations

This doctype stors informations about a bank transaction:

For the dates, any string or integer which can be interpreted by new Date(date) is possible but the best the result of Date.toString() -> like ‘Fri Mar 09 2018 19:04:40 GMT+0100 (CET)’ which contains the time zones.

Example

{
  "_id": "f0426fdeadbeef55755ee7f4d6555",
  "account": "15fb6402426bcdeadbeeffd5f4587bb",
  "amount": 10,
  "automaticCategoryId": "400110",
  "currency": "EUR",
  "date": "2017-09-22 00:00:00+01:00",
  "dateOperation": null,
  "label": "M  PIERRE RICHARD",
  "linxoId": "845811337",
  "metadata": {
    "dateImport": "2018-03-09T09:23:40.075Z",
    "version": 1
  },
  "originalBankLabel": "VIR RECU    5383518660S DE: M  PIERRE RICHARD J MOTIF: Cascade REF: NOT PROVIDED",
  "type": "transfer"
}