taler-docs

Documentation for GNU Taler components, APIs and protocols
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regional-manual-use.rst (5649B)


      1 ..
      2   This file is part of GNU TALER.
      3   Copyright (C) 2014-2024 Taler Systems SA
      4 
      5   TALER is free software; you can redistribute it and/or modify it under the
      6   terms of the GNU Affero General Public License as published by the Free Software
      7   Foundation; either version 2.1, or (at your option) any later version.
      8 
      9   TALER is distributed in the hope that it will be useful, but WITHOUT ANY
     10   WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR
     11   A PARTICULAR PURPOSE.  See the GNU Affero General Public License for more details.
     12 
     13   You should have received a copy of the GNU Affero General Public License along with
     14   TALER; see the file COPYING.  If not, see <http://www.gnu.org/licenses/>
     15 
     16   @author Florian Dold
     17   @author Marcello Stanisci
     18   @author Christian Grothoff
     19 
     20 .. _regional-use:
     21 
     22 Using the Regional Currency
     23 ===========================
     24 
     25 The very first step you should check after the installation process has been
     26 completed successfully, is to make sure all three URLs (bank, backend and exchange), 
     27 are available (this means to see a Website, and not any NGINX error). 
     28 
     29 
     30 Bank backend walkthrough
     31 +++++++++++++++++++++++++
     32 
     33 - As stated above, please visit before "https://bank.$DOMAIN_NAME", to make sure it is available. 
     34  
     35 - Now login with the username "admin" and the password you have choosen during the installation process, or use the one which might
     36   have been generated automatically (and shown on your terminal screen), during the installation process.
     37   Once inside the Bank Administrator area, please create the "very first" customer account.
     38 
     39 - Transfer some funds from the "admin" bank account to this new customer account.
     40 
     41 - Now logout from the "admin" account, and login again using the recently "customer" account you have created, and make sure the funds you have transfered from admin, have arrived correctly.
     42 
     43 - Now, please choose the option "Send Money to a Taler Wallet", and try to send for example 100 units of your regional currency to the
     44   wallet installed on your browser or mobile phone.
     45 
     46 - Now try to spend some of these funds from your wallet, and try to buy something somewhere, with the same digital currency you have choosen, during your installation process, let's say Netzbon.
     47 
     48 - Lastly, you can also try to transfer funds to another "bank account",for that you will need to know the recipient's username or the bank account ID.
     49 
     50 If you have successfully accomplished all the previous steps, for the bank administrator
     51 backend and your installed Wallet, you can move now to test other components such
     52 as the Merchant backend (https://backend.$DOMAIN_NAME).
     53 
     54 Wallet Setup
     55 ++++++++++++
     56 
     57 This section describes the interaction between the Taler graphical wallet (Android,
     58 iOS, WebExtensions) and the regional currency system.
     59 
     60 You need to add your regional currency exchange to the wallet.  This can
     61 be done by scanning a QR code with a ``taler://withdraw-exchange/exchange.$DOMAIN_NAME/$MASTER_PUBLIC_KEY``
     62 URL or by manually entering the URL into the respective ``Add exchange``
     63 dialogue.
     64 
     65 .. _regional-use-cashin:
     66 
     67 Cash-In
     68 +++++++
     69 
     70 Next, start the withdraw process in the Taler wallet for the respective
     71 currency and specify the desired amount.  The wallet will then show you the
     72 details of the fiat wire transfer that must be made for the cash-in to be
     73 completed.  Once the money has arrived at the fiat bank account, Nexus will
     74 obtain the transaction data and the regional currency bank will create the
     75 corresponding amount in regional currency, crediting the GNU Taler exchange
     76 account.  In turn, the exchange will issue the respective amount to your
     77 wallet.
     78 
     79 .. note::
     80 
     81   Cash-in operations may be subject to conversion rates, conversion fees and
     82   minimum amounts to be transferred.
     83 
     84 .. warning::
     85 
     86   Cash-in operations can take a long time, hours at the best of times, and even days on weekends or holidays when the bank is closed.
     87 
     88 Making payments
     89 +++++++++++++++
     90 
     91 For testing, you should be able to *deposit* regional currency directly into
     92 your regional currency libeufin-bank account directly from the Taler wallet.
     93 For this, you primarily need to know your bank account details (which should
     94 be accessible by clicking on your name in the bank Web site after logging in).
     95 
     96 .. note::
     97 
     98   There may be a short delay between the wallet making the deposit and
     99   the exchange crediting your bank account. This is because the wallet
    100   uses a small wire transfer delay by default when initiating a deposit
    101   into a bank account.
    102 
    103 For production, it is more common for a shop to configure a :ref:`Taler
    104 merchant backend <taler-merchant-backend-operator-manual>` or at least use an
    105 instance within such a setup. To configure an instance, you primarily need
    106 again the bank account details to :ref:`setup instance bank accounts
    107 <instance-bank-account>`.
    108 
    109 .. _regional-use-cashout:
    110 
    111 Cash-Out
    112 ++++++++
    113 
    114 Regional currency accounts that have a positive balance could be eligible for
    115 cash-out.  Cash-out operations may again be restricted by the regional
    116 currency operator and will *only* be made to the respective pre-configured
    117 fiat currency bank account.  To cash-out, simply log into your regional
    118 currency account, select cash-out, specify the desired amount and pass the
    119 second-factor authorization challenge by entering the TAN you receive at the
    120 registered e-mail address or mobile phone number.
    121 
    122 .. note::
    123 
    124   Cash-out operations may be subject to conversion rates, conversion fees and
    125   minimum amounts to be transferred.
    126 
    127 .. warning::
    128 
    129   Cash-out operations can take a long time, hours at the best of times, and even days on weekends or holidays when the bank is closed.