-
You can directly clone to your CiviCRM extension directory using
$ git clone https://github.com/kewljuice/be.ctrl.banker.git -
You can also download a zip file, and extract in your extension directory
$ git clone https://github.com/kewljuice/be.ctrl.banker/archive/master.zip -
Configure CiviCRM Extensions Directory which can be done from
"Administer -> System Settings -> Directories". -
Configure Extension Resource URL which can be done from
"Administer -> System Settings -> Resource URLs". -
The next step is enabling the extension which can be done from
"Administer -> System Settings -> Manage CiviCRM Extensions".
# Select IBAN option value
SELECT @iban := id FROM civicrm_option_value WHERE name='IBAN';
# Insert bank account (Change parameters as desired)
INSERT INTO civicrm_bank_account (`description`, `created_date`, `modified_date`, `data_raw`, `data_parsed`, `contact_id`)
VALUES ('KBC', NOW(), NOW(), '{}', '{"name": "KBC Bank", "country": "BE", "BIC": "KREDBEBB"}', 1);
SET @kto := LAST_INSERT_ID();
# Insert bank account to link table (Change reference as desired)
INSERT INTO civicrm_bank_account_reference (`reference`, `reference_type_id`, `ba_id`)
VALUES ("BE68539007547034", @iban, @kto);
Configuration for Importer(s) can be done from "Banking -> Configuration Manager".
Under Import Plugins press 'Add a new one'
| Parameter | Value |
|---|---|
| Plugin Name | Import [Enter Name] |
| Plugin Class | Import plugin |
| Implementation | Configurable CSV Importer |
| Description | Import bank transfers from [Enter Name]. |
Configuration
{
"delimiter": ";",
"encoding": "UTF8",
"header": 1,
"title": "KBC {starting_date}--{ending_date} [{md5}]",
"defaults": {},
"rules": [
{
"comment": "company account",
"field_type": "evaluated",
"from": "Rekeningnummer",
"to": "_IBAN",
"type": "set"
},
{
"comment": "Rubriek",
"from": "Afschriftnummer",
"to": "product",
"type": "set"
},
{
"comment": "extract currency*",
"field_type": "required",
"from": "EUR",
"to": "currency",
"type": "set"
},
{
"comment": "extract currency*",
"field_type": "required",
"from": "Munt",
"to": "currency",
"type": "set"
},
{
"field_type": "required",
"from": "Datum",
"to": "booking_date",
"type": "strtotime:d/m/Y"
},
{
"field_type": "required",
"from": "Datum",
"to": "value_date",
"type": "strtotime:d/m/Y"
},
{
"comment": "Description",
"field_type": "evaluated",
"from": "Omschrijving",
"to": "purpose",
"type": "set"
},
{
"field_type": "required",
"from": "Bedrag",
"to": "amount",
"type": "amount"
}
]
}
Configuration for Analyzers can be done from "Banking -> Configuration Manager".
Under Analyser / Matcher Plugins press 'Add a new one'
| Parameter | Value |
|---|---|
| Plugin Name | OGM Analyser |
| Plugin Class | Match plugin |
| Implementation | RegEx Analyser |
| Description | Analyses OGM codes from purpose. |
Configuration
{
"rules": [
{
"comment": "OGM",
"fields": [
"purpose"
],
"pattern": "#(?P<OGM>(?P<OGM_1>[0-9]{3})[/](?P<OGM_2>[0-9]{4})[/](?P<OGM_3>[0-9]{3})(?P<OGM_4>[0-9]{2}))#",
"actions": [
{
"action": "copy",
"from": "OGM",
"to": "ogm"
},
{
"action": "copy",
"from": "OGM_1",
"to": "ogm_number"
},
{
"action": "copy_append",
"from": "OGM_2",
"to": "ogm_number"
},
{
"action": "copy_append",
"from": "OGM_3",
"to": "ogm_number"
},
{
"action": "copy",
"from": "OGM_4",
"to": "ogm_checksum"
},
{
"comment": "Validate Code",
"action": "calculate",
"from": "(((int) \"{ogm_number}\") % 97) == (((int) \"{ogm_checksum}\") % 97)",
"to": "ogm_is_valid"
}
]
}
]
}
Configuration for Analyzers can be done from "Banking -> Configuration Manager".
Under Analyser / Matcher Plugins press 'Add a new one'
| Parameter | Value |
|---|---|
| Plugin Name | Name Analyser |
| Plugin Class | Match plugin |
| Implementation | RegEx Analyser |
| Description | Analyses name from purpose. |
Configuration
{
"rules": [
{
"comment": "Name analyser",
"fields": [
"purpose"
],
"pattern": "#(?P<START>(.*?): [\\w-+]{8} (?P<NAME>(?P<NAME1>[\\w-+]*)[ ](?P<NAME2>[\\w-+]*)[ ](?P<NAME3>[\\w-+]*)))#",
"actions": [
{
"action": "copy",
"from": "NAME",
"to": "name"
},
{
"action": "copy",
"from": "NAME1",
"to": "name1"
},
{
"action": "copy",
"from": "NAME2",
"to": "name2"
},
{
"action": "copy",
"from": "NAME3",
"to": "name3"
}
]
}
]
}
Configuration for Matcher(s) can be done from "Banking -> Configuration Manager".
Under Analyser / Matcher Plugins press 'Add a new one'
| Parameter | Value |
|---|---|
| Plugin Name | Default Matcher |
| Plugin Class | Match plugin |
| Implementation | Default Options Matcher |
| Description | Provides some default processing options. |
Configuration
{
"generate": 1,
"auto_exec": false,
"manual_enabled": false,
"manual_probability": "50%",
"manual_show_always": true,
"manual_title": "Manually processed",
"manual_message": "Select this <strong>after</strong> you have manually processed this transaction.",
"manual_contribution": "Please enter the resulting contribution ID here (if applicable):",
"manual_default_source": "Offline",
"manual_default_financial_type_id": 1,
"ignore_enabled": true,
"ignore_show_always": true,
"ignore_probability": "0.1",
"ignore_title": "Does not belong to CiviCRM",
"ignore_message": "This payment should not be reconciled with contributions in CiviCRM.",
"createnew_value_propagation": {
"btx.source": "contribution.source",
"btx.financial_type_id": "contribution.financial_type_id",
"btx.campaign_id": "contribution.campaign_id",
"btx.payment_instrument_id": "contribution.payment_instrument_id"
},
"value_propagation": {},
"lookup_contact_by_name": {
"soft_cap_probability": 0.8,
"soft_cap_min": 10,
"hard_cap_probability": 0.4
}
}
Configuration for Matcher(s) can be done from "Banking -> Configuration Manager".
Under Analyser / Matcher Plugins press 'Add a new one'
| Parameter | Value |
|---|---|
| Plugin Name | Name Matcher |
| Plugin Class | Match plugin |
| Implementation | Matcher Name |
| Description | Matched to name. |
Configuration
{
"auto_exec": false,
"threshold": 0.9,
"required_values": [
"name1",
"name2",
"name3"
],
"contribution_selector": [
[
"contribution_status_id",
"2"
]
],
"amount_penalty": "0.2",
"value_propagation": {}
}
Configuration for Matcher(s) can be done from "Banking -> Configuration Manager".
Under Analyser / Matcher Plugins press 'Add a new one'
| Parameter | Value |
|---|---|
| Plugin Name | Multi Matcher |
| Plugin Class | Match plugin |
| Implementation | Matcher Multi |
| Description | Matched to contribution set (OGM). |
Configuration
{
"auto_exec": false,
"threshold": 0.9,
"required_values": [
"ogm"
],
"contribution_selector": [
[
"contribution_status_id",
"2"
],
[
"source",
"{ogm}"
]
],
"amount_penalty": "0.2",
"value_propagation": {}
}
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