Page 1 of 1

Third party integration: Comdirect Banking

Posted: Sun Jul 04, 2021 9:55 pm
by DrRSatzteil
Hi,

I just recently noticed that the German Comdirect offers an API for end users. So I decided to implement a mayan integration to be able to:
  1. Trigger transactions for newly added invoices -> Unfortunately not yet supported by the API even though it was stated on their website (until I asked for it in their community forums...)
  2. Check whether a transaction corresponding to an invoice has already been paid or received and attach corresponding metadata and/or tags -> This is implemented based on document metadata and is working already (no extensive testing has been done so far)
  3. Load documents from the postbox to add them to Mayan EDMS -> Not yet implemented but since 1. does not work yet this will probably be the next feature

Special thanks go to Matthias Bilger (@m42e) and his great MAM-Tool. I reused quite a bit of his work so that I could concentrate on the non-Mayan-API related part of the work.

You can find the sources here:
https://github.com/DrRSatzteil/mayan-comdirect

I'm aware that the documentation so far is close to non-existing but this is a private project and thus this has not been an issue so far. Before I start to add some more documentation I wanted to see whether there is an interest for this integration at all so please let me know if you think this might be useful for you, too. Any contributions would be welcome as well of course. Thank you for any feedback!

Re: Third party integration: Comdirect Banking

Posted: Thu Jul 29, 2021 11:19 pm
by DrRSatzteil
Even though I got no reponse here I wanted to let you know that the implementation of the transaction data and postbox import is now finished and I also added the required documentation on how to use this addon.

Re: Third party integration: Comdirect Banking

Posted: Fri Aug 06, 2021 4:49 am
by michael
Thank you for making and sharing this with the community. The lack of responses might be because this package is for a very specific banking service.

Looks like you've spend a good amount of time making this. Congratulations on getting the project finished and released.

Re: Third party integration: Comdirect Banking

Posted: Sat Aug 07, 2021 9:21 am
by DrRSatzteil
michael wrote: Fri Aug 06, 2021 4:49 am Thank you for making and sharing this with the community. The lack of responses might be because this package is for a very specific banking service.

Looks like you've spend a good amount of time making this. Congratulations on getting the project finished and released.
Thanks Michael!

My last posting should not sound like I was insulted by the lack of reaction ;) I know that this is very specific so there is a good chance that there is not anyone in this forums here who might be interested :D

It's sad that PSD2 did not bring some standardisation for the european end users but only for financial institutions... So unfortunately there probably won't be a more generic solution any time soon (at least nothing open source).

Re: Third party integration: Comdirect Banking

Posted: Thu Aug 12, 2021 12:51 am
by Larrydic
Hello. I'm trying to organize a mayan meetup -< viewtopic.php?f=7&t=5882
and was wondering if you would be willing to showcase your project.

Re: Third party integration: Comdirect Banking

Posted: Thu Aug 12, 2021 2:57 pm
by DrRSatzteil
Larrydic wrote: Thu Aug 12, 2021 12:51 am Hello. I'm trying to organize a mayan meetup -< viewtopic.php?f=7&t=5882
and was wondering if you would be willing to showcase your project.
Hi Larrydic,

I would not mind talking about it if anyone is interested :lol:

As long as we find a slot between work, kids and whatever may come you can count me in.

Re: Third party integration: Comdirect Banking

Posted: Sat Aug 21, 2021 12:16 am
by michael
I'm interested in learning more about your project and if possible see it in action.

I understand this is based or inspired on mayan2duo. Is that correct?

If we can't find a time that works for everybody, the talk can be send pre-recorded.

Screen sharing can be recorded at 15FPS without losing much information and yields a manageable file size.

Cheers!

Re: Third party integration: Comdirect Banking

Posted: Sat Aug 21, 2021 6:40 am
by DrRSatzteil
Hi Michael

I used the architecture of the mayan-automatic-metadata project as a starting point and also reused the Mayan API implementation that is part of this project.

This made sense to me since when I check if an invoice was already paid I attach tags and metadata to the invoice document which is pretty similar to what mayan-automatic-metadata already does.

For the import of the postbox documents of my bank account I followed the same approach for simplicity. However it does not really make sense to use this function from within a Mayan workflow since workflows are always centered around a document and this feature is about importing completely new documents. However since mayan-automatic-metadata (and thus my project as well) uses a simple rest-like API you can use whatever other way you like to trigger it.