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GNU Taler Wallet Manual
#######################

The GNU Taler wallet allows customers to withdraw and spend digital cash.

.. _command-line-wallet:

Command-line Wallet
===================

The command-line wallet is used primarily for testing by developers.

Building from source
--------------------

.. code-block:: sh

  $ git clone https://git.taler.net/wallet-core.git
  $ ./bootstrap
  $ cd wallet-core
  $ ./configure --prefix=$INSTALL_PREFIX
  $ make && make install

The wallet command-line interface should then be available as ``taler-wallet-cli`` under ``$INSTALL_PREFIX/bin``.

Installation via NPM
--------------------

The wallet can also obtained via NPM, the Node Package Manager.

To install the wallet as a global package, run:

.. code-block:: sh

  $ npm install -g taler-wallet
  # check if installation was successful
  $ taler-wallet-cli --version

To install the wallet only for your user, run:

.. code-block:: sh

  $ npm install -g --prefix=$HOME/local taler-wallet
  # check if installation was successful
  $ taler-wallet-cli --version
  # If this fails, make sure that $HOME/local/bin is in your $PATH

To use the wallet as a library in your own project, run:

.. code-block:: sh

  $ npm install taler-wallet


Manual withdrawing
==================

taler-wallet-cli advanced withdraw-manually --exchange https://exchange.eurint.taler.net/ --amount EUR:5

WebExtension Wallet
===================

Building from source
--------------------

.. code-block:: sh

  $ git clone https://git.taler.net/wallet-core.git
  $ cd wallet-core
  $ ./configure
  $ make webex-stable
  # Packaged extension now available as:
  # dist/taler-wallet-$VERSION.zip


Android Wallet
==============

Please see :ref:`Build-apps-from-source` in the :doc:`developers-manual`.


APIs and Data Formats
=====================

.. warning::

  These APIs are still a work in progress and *not* final.

Balances
--------

Balances are the amounts of digital cash held by the wallet.

:name: ``"getBalances"``
:description: Get a list of balances per currency.
:response:
  .. ts:def:: BalancesResponse

    interface BalancesResponse {
      // a list of balances sorted by currency.
      // (currencies with shorter names first, then lexically ascending).
      //
      // Note: Even when a currency has no balance, but pending or past transactions,
      //       it should be included in this list with a balance of zero.
      balances: Balance[];
    }

  .. ts:def:: Balance

    interface Balance {
      currency?: string;

      // The total Amount that is currently available to be spent
      // including amounts tied up in ongoing refresh operations. These are hidden from the user.
      // If the user tries to spend coins locked up this way,
      // the wallet will give an error message different from "insufficient balance".
      available: Amount;

      // the total incoming amount that will be added to the available balance
      // when all pending transactions succeed (including internal refreshes)
      pendingIncoming: Amount;

      // the total outgoing amount that will be subtracted from the available balance
      // when all pending transactions succeed (including internal refreshes)
      pendingOutgoing: Amount;

      // true if the balance has pending transactions
      hasPendingTransactions: boolean;

      // true if the balance requires user-interaction, e.g. accepting a tip
      // (DEV: can be left out of a first implementation)
      requiresUserInput: boolean;
    }

Transactions
------------

Transactions are all operations or events that are affecting the balance.

:Name: ``"getTransactions"``
:Description: Get a list of past and pending transactions.
:Request:
  .. ts:def:: TransactionsRequest

    interface TransactionsRequest {
      // return only transactions in the given currency, if present
      currency?: string;

      // if present, results will be limited to transactions related to the given search string
      search?: string;
    }
:Response:
  .. ts:def:: TransactionsResponse

    interface TransactionsResponse {
      // a list of past and pending transactions sorted by pending, timestamp and transactionId.
      // In case two events are both pending and have the same timestamp,
      // they are sorted by the transactionId
      // (i.e. pending before non-pending transactions, newer before older
      //  and if all equal transactionId lexically ascending).
      transactions: Transaction[];
    }

  .. ts:def:: Transaction

    interface Transaction {
      // opaque unique ID for the transaction, used as a starting point for paginating queries
      // and for invoking actions on the transaction (e.g. deleting/hiding it from the history)
      transactionId: string;

      // the type of the transaction; different types might provide additional information
      type: TransactionType;

      // main timestamp of the transaction
      timestamp: Timestamp;

      // true if the transaction is still pending, false otherwise
      // If a transaction is not longer pending, its timestamp will be updated,
      // but its transactionId will remain unchanged
      pending: boolean;

      // if present, the transaction encountered a fatal error that needs to be shown to the user
      error?: TransactionError;

      // Raw amount of the transaction (exclusive of fees or other extra costs)
      amountRaw: Amount;

      // Amount added or removed from the wallet's balance (including all fees and other costs)
      amountEffective: Amount;
    }

  .. ts:def:: TransactionType

    type TransactionType = (
      TransactionWithdrawal |
      TransactionPayment |
      TransactionRefund |
      TransactionTip |
      TransactionRefresh
    )

  .. ts:def:: TransactionError

   interface TransactionError {
     // TALER_EC_* unique error code.
     // The action(s) offered and message displayed on the transaction item depend on this code.
     ec: number;

     // English-only error hint, if available.
     hint?: string;

     // Error details specific to "ec", if applicable/available
     details?: any;
   }

  .. ts:def:: WithdrawalDetails

    export type WithdrawalDetails =
      | WithdrawalDetailsForManualTransfer
      | WithdrawalDetailsForTalerBankIntegrationApi;

  .. ts:def:: WithdrawalDetailsForManualTransfer

    interface WithdrawalDetailsForManualTransfer {
      type: "manual-transfer";

      // Payto URIs that the exchange supports.
      // Already contains the amount and message.
      exchangePaytoUris: string[];
    }

  .. ts:def:: WithdrawalDetailsForTalerBankIntegrationApi

    interface WithdrawalDetailsForTalerBankIntegrationApi {
      type: "taler-bank-integration-api";

      // Set to true if the bank has confirmed the withdrawal, false if not.
      // An unconfirmed withdrawal usually requires user-input and should be highlighted in the UI.
      // See also bankConfirmationUrl below.
      confirmed: boolean;

      // If the withdrawal is unconfirmed, this can include a URL for user
      // initiated confirmation.
      bankConfirmationUrl?: string;
    }

  .. ts:def:: TransactionWithdrawal

    // This should only be used for actual withdrawals
    // and not for tips that have their own transactions type.
    interface TransactionWithdrawal extends Transaction {
      type: string = "withdrawal",

      // Exchange that was withdrawn from.
      exchangeBaseUrl: string;

      // Amount that has been subtracted from the reserve's balance for this withdrawal.
      amountRaw: Amount;

      // Amount that actually was (or will be) added to the wallet's balance.
      // Should always be shown as a positive amount.
      amountEffective: Amount;

      // Further details
      withdrawalDetails: WithdrawalDetails;
    }

  .. ts:def:: TransactionPayment

    interface TransactionPayment extends Transaction {
      type: string = "payment",

      // Additional information about the payment.
      info: TransactionInfo;

      // The current status of this payment.
      status: PaymentStatus;

      // Amount that must be paid for the contract
      amountRaw: Amount;

      // Amount that was paid, including deposit, wire and refresh fees.
      // Should always be shown as a negative amount.
      amountEffective: Amount;
    }

  .. ts:def:: TransactionInfo

    interface TransactionInfo {
      // Order ID, uniquely identifies the order within a merchant instance
      orderId: string;

      // More information about the merchant
      merchant: Merchant;

      // Summary of the order, given by the merchant
      summary: string;

      // Map from IETF BCP 47 language tags to localized summaries
      summary_i18n?: { [lang_tag: string]: string };

      // List of products that are part of the order
      products: Product[];

      // URL of the fulfillment, given by the merchant
      fulfillmentUrl: string;
    }

  .. ts:def:: PaymentStatus

    enum PaymentStatus {
      // Explicitly aborted after timeout / failure
      Aborted = "aborted",

      // Payment failed, wallet will auto-retry.
      // User should be given the option to retry now / abort.
      Failed = "failed",

      // Paid successfully
      Paid = "paid",

      // Only offered, user must accept / decline
      Offered = "offered",

      // User accepted, payment is processing.
      Accepted = "accepted",
    }

  .. ts:def:: TransactionRefund

    interface TransactionRefund extends Transaction {
      type: string = "refund",

      // ID for the transaction that is refunded
      refundedTransactionId: string;

      // Additional information about the refunded payment
      info: TransactionInfo;

      // Part of the refund that couldn't be applied because the refund permissions were expired
      amountInvalid: Amount;

      // Amount that has been refunded by the merchant
      amountRaw: Amount;

      // Amount will be added to the wallet's balance after fees and refreshing.
      // Should always be shown as a positive amount.
      amountEffective: Amount;
    }

  .. ts:def:: TransactionTip

    interface TransactionTip extends Transaction {
      type: string = "tip",

      // The current status of this tip.
      status: TipStatus;

      // Exchange that the tip will be (or was) withdrawn from
      exchangeBaseUrl: string;

      // More information about the merchant that sent the tip
      merchant: Merchant;

      // Raw amount of the tip, without extra fees that apply
      amountRaw: Amount;

      // Amount will be (or was) added to the wallet's balance after fees and refreshing.
      // Should always be shown as a positive amount.
      amountEffective: Amount;
    }

  .. ts:def:: TipStatus

    enum TipStatus {
      // Only offered, user must accept / decline
      Offered = "offered",

      // User accepted, tip is processing.
      Accepted = "accepted",

      // User declined.
      Declined = "declined",

      // Received successfully
      Received = "received",
    }

  .. ts:def:: TransactionRefresh

    // A transaction shown for refreshes that are not associated to other transactions
    // such as a refresh necessary before coin expiration.
    // It should only be returned by the API if the effective amount is different from zero.
    interface TransactionRefresh extends Transaction {
      type: string = "refresh",

      // Exchange that the coins are refreshed with
      exchangeBaseUrl: string;

      // Raw amount that is refreshed
      amountRaw: Amount;

      // Amount that will be paid as fees for the refresh.
      // Should always be shown as a negative amount.
      amountEffective: Amount;
    }

Refunds
-------

:Name: ``"applyRefund"``
:Description: Process a refund from a ``taler://refund`` URI.
:Request:
  .. ts:def:: WalletApplyRefundRequest

    interface WalletApplyRefundRequest {
      talerRefundUri: string;
    }
:Response:
  .. ts:def:: WalletApplyRefundResponse

    interface WalletApplyRefundResponse {
      // Identifier for the purchase that was refunded
      contractTermsHash: string;
    }

Exchange Management
-------------------

List Exchanges
~~~~~~~~~~~~~~

:Name: ``"listExchanges"``
:Description:
  List all exchanges.
:CLI:
  ``taler-wallet-cli exchanges list``
:Response:
  .. ts:def:: ExchangesListResponse
  
    interface ExchangesListResponse {
      exchanges: ExchangeListItem[];
    }

  .. ts:def:: ExchangeListItem

    interface ExchangeListItem {
      exchangeBaseUrl: string;
      currency: string;
      paytoUris: string[];
    }

Add Exchange
~~~~~~~~~~~~

:Name: ``"addExchange"``
:Description:
  Add an exchange.
:CLI:
  ``taler-wallet-cli exchanges add $URL``
:Request:
  .. ts:def:: ExchangeAddRequest

    interface ExchangeAddRequest {
      exchangeBaseUrl: string;
    }
:Response:
  On success, the response is an `ExchangeListItem`.


Get Suggested Exchanges
~~~~~~~~~~~~~~~~~~~~~~~

:Name: ``"getSuggestedExchanges"``
:Description:
  Get default exchange and the bank's suggested exchange for a given withdrawal URI.
:Request:
  .. ts:def:: ExchangeGetSuggestedRequest

    interface ExchangeGetSuggestedRequest {
      talerWithdrawUri: string;
    }
:Response:
  .. ts:def:: ExchangeGetSuggestedResponse

    interface ExchangeGetSuggestedResponse {
      // Exchange suggested by the wallet
      defaultExchange?: string;

      // Exchange suggested by the bank
      bankSuggestedExchange?: string;
    }

Get Terms of Service
~~~~~~~~~~~~~~~~~~~~

:Name: ``"getExchangeTos"``
:Description:
  Get the exchange's current ToS and which version of the ToS (if any)
  the user has accepted.
:CLI:
  ``taler-wallet-cli exchanges tos $URL``
:Request:
  .. ts:def:: ExchangeGetTosRequest

    interface ExchangeGetTosRequest {
      exchangeBaseUrl: string;
    }
:Response:
  .. ts:def:: ExchangeGetTosResult

    interface GetExchangeTosResult {
      // Markdown version of the current ToS.
      tos: string;

      // Version tag of the current ToS.
      currentEtag: string;

      // Version tag of the last ToS that the user has accepted,
      // if any.
      acceptedEtag: string | undefined;
    }

Set Accepted Terms of Service Version
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

:Name: ``"setExchangeTosAccepted"``
:Description:
  Store that the user has accepted a version of the exchange's ToS.
:CLI:
  ``taler-wallet-cli exchanges accept-tos $URL $ETAG``
:Request:
  .. ts:def:: ExchangeSetTosAccepted

    interface ExchangeGetTosRequest {
      exchangeBaseUrl: string;
      acceptedEtag: string;
    }
:Response:
  On success, the response is an empty object.


Withdrawal
----------

Withdraw balance from test environment
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

:Name: ``"withdrawTestkudos"``
:Description:
  Withdraw a balance from the test environment.
:CLI:
  ``taler-wallet-cli testing withdraw -a "TESTKUDOS:10" -e "https://exchange.test.taler.net/" -b "https://bank.test.taler.net"``
:Request:
  The request parameters are ignored.
:Response:
  On success, the response is an empty object.


Get Withdrawal Info For Bank-integrated Withdrawal
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

:Name: ``"getWithdrawalDetailsForUri"``
:Description:
  Get information about fees for a bank-integrated withdrawal from a taler://withdraw URI.
:Request:
  .. ts:def:: GetManualWithdrawalDetailsRequest

    interface GetManualWithdrawalDetailsRequest {
      talerWithdrawUri: string;
      exchangeBaseUrl: string;
    }
:Response:
  .. ts:def:: WithdrawalDetailsForUri

    interface WithdrawalDetailsForUri {
      // Did the user accept the current version of the exchange's
      // terms of service?
      tosAccepted: boolean;

      // Amount that the bank will transfer to the exchange.
      rawAmount: Amount;

      // Amount that will be added to the user's wallet balance.
      effectiveAmount: Amount;
    }

Accept Bank-integrated Withdrawal
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

:Name: ``"acceptWithdrawal"``
:Description:
  Accept a bank-integrated withdrawal, where the bank transfers funds automatically.
:Request:
  .. ts:def:: GetManualWithdrawalDetailsRequest

    interface AcceptWithdrawalRequest {
      talerWithdrawUri: string;
      exchangeBaseUrl: string;
    }
:Response:
  .. ts:def:: AcceptWithdrawalResponse

    interface AcceptWithdrawalResponse {
      // a URL for user initiated confirmation.
      bankConfirmationUrl?: string;
    }

Get Manual Withdrawal Info
~~~~~~~~~~~~~~~~~~~~~~~~~~

:Name: ``"getWithdrawalDetailsForAmount"``
:Description:
  Get information about fees and exchange for a manual withdrawal of a given amount.
:CLI:
  ``taler-wallet-cli advanced manual-withdrawal-details $URL $AMOUNT``
:Request:
  .. ts:def:: GetManualWithdrawalDetailsRequest

    interface ExchangeAddRequest {
      exchangeBaseUrl: string;
      amount: string;
    }
:Response:
  .. ts:def:: ManualWithdrawalDetails

    interface ManualWithdrawalDetails {
      // Did the user accept the current version of the exchange's
      // terms of service?
      tosAccepted: boolean;

      // Amount that the user will transfer to the exchange.
      rawAmount: Amount;

      // Amount that will be added to the user's wallet balance.
      effectiveAmount: Amount;

      // Ways to pay the exchange.
      // Does not include the amount and message, as the
      // withdrawal has not been accepted yet.
      paytoUris: string[];
    }

Accept Manual Withdrawal
~~~~~~~~~~~~~~~~~~~~~~~~

:Name: ``"acceptManualWithdrawal"``
:Description:
  Accept a manual withdrawal, where the user has to transfer funds manually.
:CLI:
  ``taler-wallet-cli advanced withdraw-manually --exchange $EXCHANGE --amount $AMOUNT``
:Request:
  .. ts:def:: AcceptManualWithdrawalRequest

    interface AcceptManualWithdrawalRequest {
      exchangeBaseUrl: string;
      amount: Amount;
    }
:Response:
  .. ts:def:: AcceptManualWithdrawalResponse

    interface AcceptManualWithdrawalResponse {
      // Payto URIs to fund the withdrawal,
      // with amount and message provided.
      exchangePaytoUris: string[];
    }

Payments
--------

Prepare Pay
~~~~~~~~~~~

:Name: ``"preparePay"``
:Description:
  Fetch information about a payment request from a merchant.

Confirm Payment
~~~~~~~~~~~~~~~

:Name: ``"confirmPay"``
:Description:
  Confirm making a payment.
:CLI:
  ``taler-wallet-cli advanced pay-confirm $proposalId [ --session-id=$sessionId ]``
:Request:
  .. ts:def:: GetManualWithdrawalDetailsRequest

    interface ConfirmPayRequest {
      proposalId: string;
      sessionIdOverride?: string;
    }
:Response:
  .. ts:def:: ConfirmPayResult

    interface ConfirmPayResult {
      // Fulfillment URL augmented with order ID
      // or a special taler://fulfillment-success URL
      nextUrl: string;
    }

Integration Tests
=================

Integration Test Example
------------------------

Integration tests can be done with the low-level wallet commands.  To select which coins and denominations
to use, the wallet can dump the coins in an easy-to-process format (`CoinDumpJson <https://git.taler.net/wallet-core.git/tree/src/types/talerTypes.ts#n734>`__).

The database file for the wallet can be selected with the ``--wallet-db``
option.  This option must be passed to the ``taler-wallet-cli`` command and not
the subcommands.  If the database file doesn't exist, it will be created.

The following example does a simple withdrawal recoup:

.. code-block:: sh

  # Withdraw digital cash
  $ taler-wallet-cli --wallet-db=mydb.json testing withdraw \
      -b https://bank.int.taler.net/ \
      -e https://exchange.int.taler.net/ \
      -a INTKUDOS:10

  $ coins=$(taler-wallet-cli --wallet-db=mydb.json advanced dump-coins)

  # Find coin we want to revoke
  $ rc=$(echo "$coins" | jq -r '[.coins[] | select((.denom_value == "INTKUDOS:5"))][0] | .coin_pub')
  # Find the denom
  $ rd=$(echo "$coins" | jq -r '[.coins[] | select((.denom_value == "INTKUDOS:5"))][0] | .denom_pub_hash')
  # Find all other coins, which will be suspended
  $ susp=$(echo "$coins" | jq --arg rc "$rc" '[.coins[] | select(.coin_pub != $rc) | .coin_pub]')

  # The exchange revokes the denom
  $ taler-exchange-keyup -r $rd
  $ taler-deployment-restart

  # Now we suspend the other coins, so later we will pay with the recouped coin
  $ taler-wallet-cli --wallet-db=mydb.json advanced suspend-coins "$susp"

  # Update exchange /keys so recoup gets scheduled
  $ taler-wallet-cli --wallet-db=mydb.json exchanges update -f https://exchange.int.taler.net/

  # Block until scheduled operations are done
  $ taler-wallet-cli --wallet-db=mydb.json run-until-done

  # Now we buy something, only the coins resulting from recouped will be
  # used, as other ones are suspended
  $ taler-wallet-cli --wallet-db=mydb.json testing test-pay -m https://backend.int.taler.net/ -k sandbox -a "INTKUDOS:1" -s "foo"
  $ taler-wallet-cli --wallet-db=mydb.json run-until-done


To test refreshing, force a refresh:

.. code-block:: sh

  $ taler-wallet-cli --wallet-db=mydb.json advanced force-refresh "$coin_pub"


To test zombie coins, use the timetravel option. It **must** be passed to the
top-level command and not the subcommand:

.. code-block:: sh

  # Update exchange /keys with time travel, value in microseconds
  $ taler-wallet-cli --timetravel=1000000 --wallet-db=mydb.json exchanges update -f https://exchange.int.taler.net/

Test Cases
----------

Things we already have tests for:

* Can the wallet recoup coins and spend them?
  [`link <https://git.taler.net/wallet-core.git/tree/integrationtests/test-recoup.sh>`__]

Things we still need tests for:

* Does the wallet do retries correctly when the exchange is not reachable?
  Or when the merchant is not reachable?  Or the bank?
  This can be tested by temporarily killing those services.
* How does the wallet deal with processing the same ``taler://(pay|withdraw)`` URI twice?
* Test tipping (accepting/refusing a tip)
* Test refunds
* Test for :ref:`session-based payments <repurchase>`
* Test case for auto-refunds
  (scenario where the vending machine finds out that its motor is broken,
  so it automatically gives a refund)
* Does the wallet report "insufficient balance" correctly
  (as opposed to, say, crashing)?
* Perf tests:  How does the wallet handle withdrawing a *LOT* of coins?
* Are the transaction history and pending operations reported correctly?

Tests for things the wallet doesn't handle correctly yet:

* What happens if the wallet double-spends a coin?
  (Easy to test by copying the wallet DB before spending
  and then running a spend again with the old DB).
* What happens when a reserve is changed between accepting withdrawal
  and actually withdrawing coins?
  (This is harder to test.  Might not be possible with the current CLI.
  The idea would be be to have some ``--inhibit=withdraw`` flag
  that tells the wallet to not actually withdraw,
  so we can change the reserve state and then resume the wallet.)
* What happens if the exchange suddenly has a completely new list of denominations on offer?
* What happens if the exchange changes its master public key?
  The wallet *should* handle this gracefully
  even if we have coins with that exchange,
  provided that the old denominations can be recouped.
  (That one is pretty difficult!)
* Does the wallet handle :ref:`payment aborts <order-abort>` correctly?

There are test cases that require us to modify the communication between the wallet and exchange.

* What does the wallet do when the exchange/merchant announce an incompatible protocol version?
* What happens if some signature made by the exchange/merchant is garbage?
* What if the exchange reports a double-spend and the proof it gives us is invalid?