==========================
Bank accounts management
==========================

1. Bank accounts overview
==========================

.. TODO check #9533

To access bank accounts, navigate to the **"Bank accounts"** page from the sidebar.
This page displays a list of all existing bank accounts, along with their details such as:

- **Wire method**
- **Address**
- **Owner's name**

2. Adding a bank account
==========================

.. TODO check #9534

To add a new bank account, click on the **"+"** button in the top-right corner of the page.

Here you have three options to add a bank account:

1. **Manually via form**: Manually add the bank account details.
2. **Using Taler Revenue API**: Connect to a bank account via the Taler Revenue API.
3. **Importing from JSON**: Use the **"Import from bank"** button to upload account details in JSON format.

Adding a bank account manually
------------------------------

After pressing the **"+"** button, you will see a page where you can enter the bank account details.

Step 1: Select a wire method
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Choose one of the following wire methods:

- **IBAN**: Used for international bank transfers, primarily in Europe. It ensures secure and standardized transactions
  across financial institutions.
- **Bitcoin**: A decentralized digital currency method that allows transactions without intermediaries, offering global reach and privacy.
- **Ethereum**: Similar to Bitcoin, but also supports smart contracts and decentralized applications, enabling more complex
  financial transactions.
- **X-taler-bank**: A banking system that operates a local digital currency, enabling secure and efficient transactions within
  a specific region or community.

Step 2: Provide required details
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Once you select a wire method, you must enter details based on your selection.

For the **IBAN** method, enter:

- **IBAN**: The International Bank Account Number used for identifying bank accounts.
- **Owner's name**: The name of the account holder as it appears on the bank account.

After entering the details, click **"Confirm"** to add the bank account.

Connecting a bank account via Taler Revenue API
----------------------------------------------

Fields above are used to get money to your bank account. This method is used to automatically reconcile payments with wire transfers at the bank.

To use this method, you need access to the **Taler Revenue API**, which is available through:

- `Taler regional currency bank implementation <https://docs.taler.net/libeufin/bank-manual.html>`_
- `LibEuFin-Nexus <https://docs.taler.net/libeufin/nexus-manual.html>`_ (for European banks with EBICS core banking access)

.. note::
   Using EBICS access may involve setup and recurring fees.

Step 1: Enter API connection details
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Fill in the form at the bottom of the page with the following details:

- **Endpoint URL**: Enter here the URL of the bank's **Taler Revenue API** you want to connect to.
- **Auth type**: Select **"Username and Password"** as the authentication type.
- **Username**: Enter the bank-issued username.
- **Password**: Enter the bank-issued password.

Step 2: Test the connection
~~~~~~~~~~~~~~~~~~~~~~~~~~~

1. Click the **"Test"** button to verify the connection.
2. A pop-up window will display the fetched details. Click **"Correct Form"** to populate the form automatically.
3. Click **"Test"** again to match the server data with the form fields.
4. If successful, a green **"Match"** toggle switch will appear.

Click **"Confirm"** to add the bank account.

Importing a bank account from JSON
----------------------------------

This method is useful when your bank provides account details in **JSON format**.

Step 1: Import JSON data
~~~~~~~~~~~~~~~~~~~~~~~~

1. Click the **"Import from bank"** button.
2. Paste the JSON data into the provided input field.
3. Click **"Import"** to automatically populate the form with the bank details.

Step 2: Validate the data
~~~~~~~~~~~~~~~~~~~~~~~~~

1. Click **"Test"** to verify the imported details.
2. If successful, a green **"Match"** toggle switch will appear.

Click **"Confirm"** to finalize and add the bank account.

3. Editing a bank account
=========================

To edit a bank account, click on the account you want to modify.
Update the details as needed and click **"Confirm"** to save the changes.

*All fields are described in the "Adding a bank account" section.*

4. Deleting a bank account
==========================

.. TODO check #9508

To delete a bank account, click on the **"Delete"** button next to the account you want to remove.
Confirm the deletion in the dialog that appears by clicking on the **"Delete product"** button.

.. warning::
   This action is irreversible.