b2c: BankToCustomer SEPA

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

A tested document

This is a tested document. The following instructions are used for initialization:

>>> from lino import startup
>>> startup('lino_book.projects.max.settings.doctests')
>>> 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.

User interface

>>> ses = rt.login('robin')
>>> ses.show_menu_path(system.SiteConfig.import_b2c)
Accounting --> Import SEPA

Database models

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.

Views reference

class lino_xl.lib.b2c.Accounts
class lino_xl.lib.b2c.Statements
class lino_xl.lib.b2c.StatementsByAccount
class lino_xl.lib.b2c.TransactionsByStatement
class lino_xl.lib.b2c.ImportStatements