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author | Antoine A <> | 2024-02-20 15:54:28 +0100 |
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committer | Antoine A <> | 2024-02-20 15:54:28 +0100 |
commit | 32b087689c7205875e3edf2e806b1eb6e6ccd8da (patch) | |
tree | a0df596f1199a124bf303265eb5e25e8d37c49a3 /libeufin/regional-custom-manual.rst | |
parent | 738347d169e4f5fe2a57d21b439efb82b0971821 (diff) | |
download | docs-32b087689c7205875e3edf2e806b1eb6e6ccd8da.tar.gz docs-32b087689c7205875e3edf2e806b1eb6e6ccd8da.tar.bz2 docs-32b087689c7205875e3edf2e806b1eb6e6ccd8da.zip |
Split regional manual in two
Diffstat (limited to 'libeufin/regional-custom-manual.rst')
-rw-r--r-- | libeufin/regional-custom-manual.rst | 123 |
1 files changed, 123 insertions, 0 deletions
diff --git a/libeufin/regional-custom-manual.rst b/libeufin/regional-custom-manual.rst new file mode 100644 index 00000000..5674420e --- /dev/null +++ b/libeufin/regional-custom-manual.rst @@ -0,0 +1,123 @@ +.. + This file is part of GNU TALER. + Copyright (C) 2014-2024 Taler Systems SA + + TALER is free software; you can redistribute it and/or modify it under the + terms of the GNU Affero General Public License as published by the Free Software + Foundation; either version 2.1, or (at your option) any later version. + + TALER is distributed in the hope that it will be useful, but WITHOUT ANY + WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR + A PARTICULAR PURPOSE. See the GNU Affero General Public License for more details. + + You should have received a copy of the GNU Affero General Public License along with + TALER; see the file COPYING. If not, see <http://www.gnu.org/licenses/> + + @author Florian Dold + @author Marcello Stanisci + @author Christian Grothoff + + +.. target audience: operator + +Regional Currency Custom Setup Manual +##################################### + +This manual describes how to setup a regional currency manually. If you want a guided setup you can follow the :doc:`automated setup manual<regional-automated-manual>`. + +.. contents:: Table of Contents + :local: + +.. include:: ../frags/regional-manual-architecture.rst + +Custom Manual Setup +=================== + +You first need to setup the :ref:`libeufin-bank<libeufin-bank>` and integrate it with a Taler exchange. + +If you don't want your regional currency to be backed by a fiat currency, you can stop here. + +Enabling Currency Conversion +++++++++++++++++++++++++++++ + +You need to setup the :ref:`libeufin-nexus<libeufin-nexus>` using a bank account at a bank dealing in fiat currency that +offers an online banking protocol supported by LibEuFin Nexus. + +Next, you have to enable conversion and should ensure that at least one TAN +channel for :ref:`multi-factor authentication <libeufin-mfa>` is configured: + +.. code-block:: ini + + [libeufin-bank] + ALLOW_CONVERSION = YES + FIAT_CURRENCY = EUR + + TAN_SMS = libeufin-tan-sms.sh + # And/Or + TAN_EMAIL = libeufin-tan-email.sh + +Make sure to (re)start the libeufin-bank after changing +these configuration options: + +.. code-block:: console + + # systemctl restart libeufin-bank + + +Web-based Configuration ++++++++++++++++++++++++ + +Now you have to set the conversion rates and the ``admin`` debt limit via the bank's web interface as the ``admin`` user. + +.. _regional-conversion-setup: + +Configuring the Exchange for Conversion ++++++++++++++++++++++++++++++++++++++++ + +This section explains how to enable currency conversion at the exchange, +which is critical for wallets to know how to wire fiat currency to an +exchange to obtain regional currency. + +You will need to use the ``taler-exchange-offline`` tool to inform the +exchange about the **fiat** bank account that can be used for cash in +operations and also specify the URL for currency conversion. Additionally, +you may also configure restrictions on the bank accounts that may originate +the funds, for example, to prevent international wire transfers that may expose +you to additional compliance risks. + +Given the ``$IBAN`` of the fiat currency bank account and ``$NAME`` as +the (URL-encoded) name of the exchange-account owner, the following +``taler-exchange-offline`` invocation can be used to notify wallets about +the possibility of currency conversion (cash in): + +.. code-block:: console + + # taler-exchange-offline \ + enable-account \ + payto://iban/$IBAN?receiver-name=$NAME \ + conversion-url "$CONVERSION_URL" \ + upload + +Here, the ``$CONVERSION_URL`` must be set to the base URL of the conversion +endpoint of the bank, which should be ``https://bank.$DOMAIN/conversion-info/`` +in our setup. + +.. note:: + + The above command adds a **second** bank account to the exchange. + You (or the guided setup script) should have already enabled the + regional currency bank account (without any "conversion-url"). + +System ON! +++++++++++ + +The last step is to enable libeufin-nexus to :ref:`import incoming bank +transactions <receive-transaction-data>` (cash in) and to :ref:`trigger +outgoing bank transactions <sending-payments>` (cash out). + +.. code-block:: console + + # systemctl enable --now libeufin-nexus-ebics-fetch + # systemctl enable --now libeufin-nexus-ebics-submit + +.. include:: ../frags/regional-manual-use.rst
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