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moneyworks:edi_manager [2025/10/08 03:02] – created Craig Drownmoneyworks:edi_manager [2025/10/08 03:33] (current) – [Configuration Settings] Craig Drown
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 ====== Key features: ====== ====== Key features: ======
  
-- **MW Transaction Export:** Extracts transactions from MW, builds UBL XML documents using JSON templates, and exports them to Edimondo. +  * **MW Transaction Export:** Extracts transactions from Moneyworks, builds UBL XML documents using JSON templates, and exports them to Edimondo. 
-- **MW Transaction Reprocessing:** Supports reprocessing of transactions based on status and colour flags. +  * **MW Transaction Reprocessing:** Supports reprocessing of transactions based on status and colour flags. 
-- **Edimondo Status Checking:** Checks the delivery status of sent documents and updates MW/DB accordingly. +  * **Edimondo Status Checking:** Checks the delivery status of sent documents and updates MW/DB accordingly. 
-- **Order Import:** Retrieves orders from Edimondo, parses UBL XML, and imports them into MW. +  * **Order Import:** Retrieves orders from Edimondo, parses UBL XML, and imports them into MW. 
-- **Configurable:** Uses TOML configuration files for server, business, and email settings. +  * **Configurable:** Uses TOML configuration files for server, business, and email settings. 
-- **Logging:** Logs operations and errors to rotating log files. +  * **Logging:** Logs operations and errors to rotating log files. 
-- **Utilities:** Provides date/time formatting, file writing, and folder setup functions.+  * **Utilities:** Provides date/time formatting, file writing, and folder setup functions.
  
 ====== Main modules: ====== ====== Main modules: ======
  
-- mw_to_ubl.rs: MW → UBL/Edimondo export logic. +  * mw_to_ubl.rs: MW → UBL/Edimondo export logic. 
-- ubl_to_mw.rs: Edimondo → MW import logic. +  * ubl_to_mw.rs: Edimondo → MW import logic. 
-- mw.rs: MW API communication. +  * mw.rs: MW API communication. 
-- edimondo.rs: Edimondo API communication. +  * edimondo.rs: Edimondo API communication. 
-- invoice.rs, order.rs: UBL document construction and parsing. +  * invoice.rs, order.rs: UBL document construction and parsing. 
-- export.rs, operations.rs: MW transaction and detail handling. +  * export.rs, operations.rs: MW transaction and detail handling. 
-- db.rs: Database operations for exports/imports. +  * db.rs: Database operations for exports/imports. 
-- config.rs: Configuration management. +  * config.rs: Configuration management. 
-- utilities.rs: Utility functions.+  * utilities.rs: Utility functions.
  
 ====== Entry point: ====== ====== Entry point: ======
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 ====== Data flow: ====== ====== Data flow: ======
  
-MW transactions are exported, transformed to UBL XML, sent to Edimondo, and their status is tracked. Incoming orders from Edimondo are parsed and imported into MW.+Moneyworks transactions are exported, transformed to UBL XML, sent to Edimondo, and their status is tracked. Incoming orders from Edimondo are parsed and imported into Moneyworks.
  
 ====== Config files: ====== ====== Config files: ======
  
-- config.toml for settings +  * config.toml for settings 
-- control_file.txt for last modified timestamps +  * control_file.txt for last modified timestamps 
-- JSON templates for UBL documents in templates+  * JSON templates for UBL documents in templates
  
 For more details, see the main service logic in lib.rs and mw_to_ubl.rs For more details, see the main service logic in lib.rs and mw_to_ubl.rs
 +
 +===== Configuration Settings =====
 +
 +The configuration file (config.toml) controls all runtime behaviour. The main sections and their fields are:
 +
 + ====  MoneyworksServerConfig ====  
 +  * `url`: Base URL for Moneyworks REST API.
 +  * `folder_name`, `folder_pw`: Moneyworks data folder and password.
 +  * `document_username`, `document_pw`: Moneyworks document user credentials.
 +  * `file_name`: MW database file name.
 +
 + ====  BusinessInfo ====  
 +  * `party_endpoint_id`: Peppol endpoint ID for your business.
 +  * `party_identification`: Business registration number.
 +  * `party_name`: Legal name of your business.
 +  * `street_name`, `additional_street_name`: Address details.
 +  * `city_name`, `postal_zone`, `country`: Location details.
 +  * `tax_scheme`: Tax scheme identifier.
 +
 + ====  EdimondoConfig ====  
 +  * `url`: Edimondo API base URL.
 +  * `api_key`: API key for Edimondo authentication.
 +  * `outbox_faktura_boxid`: Box ID for outgoing invoices.
 +  * `inbox_ordrer_boxid`: Box ID for incoming orders.
 +
 + ====  OutputFolders ====  
 +  * `invoices_out_folder`: Path for saving generated invoice XML files.
 +  * `orders_in_folder`: Path for saving imported order XML files.
 +
 + ====  Settings ====  
 +  * `reexport_colour`: Moneyworks transaction colour used to mark transactions for reprocessing.
 +  * `database_url`: SQLite database connection string.
 +
 + ====  Email ====  
 +  * `host_name`: SMTP server hostname.
 +  * `from_name_address`: Sender email address.
 +  * `email_address`: Login email address.
 +  * `password`: SMTP password.
 +  * `port_number`: SMTP port.
 +  * `send_to_addresses`: List of recipient email addresses for notifications.
 +
 +Note that the config file contains passwords and keys, so you should not send it via email or store it at any other location unless the data is encrypted and password protected.
  
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