bkper

A command line utility to create and update Bkper Apps and Bots

Instalation

Add the package:

npm i bkper

or

yarn add bkper

or

bun add bkper

Optionally, you can install it globally to be able to use the bkper command line utility:

npm i -g bkper

or

yarn global add bkper

Commands

• login - Logs the user in. Saves the client credentials to a ~/.bkper-credentials.json file.
• logout - Logs out the user by deleting client credentials.
• app -c - Create a new App based on ./bkperapp.yaml file.
• app -u - Update an existing App based on ./bkperapp.yaml file.

Examples

npm bkper login

yarn bkper login

Environment Variables

The following environment variable is necessary in order to communicate with the Bkper REST API:

BKPER_API_KEY=XXXX

The app command also uses the following variables in order to perform App create/update operations:

BKPER_CLIENT_SECRET=YYYY
BKPER_USER_EMAILS="[e-mail] [e-mail]"
BKPER_DEVELOPER_EMAIL=[e-mail]

You can add a .env file at the root of your project with those variables and bkper will automatically load from it. Follow these steps in order to configure a valid Bkper API key.

WARNING: Never upload variables to the source code repository.

./bkperapp.yaml Reference

id: "The App agent id. It can NOT be changed after the App created."
name: "The name of the App or Bot."
logoUrl: "Set your logo url from public host. Best fit 200x200 px. Use https://"

# Context menu configuration
menuUrl: "The menu url to open in the popup window. See reference bellow."
menuUrlDev: "The menu url to open in the popup window, when opened by the developer user."
menuText: "The context menu call to action."
menuPopupWidth: 500 # width in pixels. Default to 80% of screen width.
menuPopupHeight: 300 # height in pixels. Default to 90% of screen height.

# Bot events configuration
events:
  - "TRANSACTION_POSTED"
  - "TRANSACTION_CHECKED"
  - "TRANSACTION_UNCHECKED"
  - "TRANSACTION_UPDATED"
  - "TRANSACTION_DELETED"
  - "TRANSACTION_RESTORED"
  - "ACCOUNT_CREATED"
  - "ACCOUNT_UPDATED"
  - "ACCOUNT_DELETED"
  - "GROUP_CREATED"
  - "GROUP_UPDATED"
  - "GROUP_DELETED"
  - "FILE_CREATED"
  - "BOOK_UPDATED"

filePatterns:
  - "The file patterns the Bot is capable of process. It accepts wildcard. E.g."
  - "radiusbank*.ofx"
  - "-*.qif"


# Webhook bot configuration
webhookUrl: "The production webhook url"
webhookUrlDev: "The development webhook url"

# Schema to provide autocompletion
propertiesSchema:
  book:
    keys:
      - "key1"
      - "key2"
    values:
      - "value2"
      - "value2"
  group:
    keys:
      - "key1"
      - "key2"
    values:
      - "value2"
      - "value2"
  account:
    keys:
      - "key1"
      - "key2"
    values:
      - "value2"
      - "value2"
  transaction:
    keys:
      - "key1"
      - "key2"
    values:
      - "value2"
      - "value2"

Accepted expressions in menuUrl property:

• ${book.id} - the current book id
• ${book.properties.xxxxx} - any property value from the current book
• ${transactions.query} - the current query being executed on transactions list
• ${transactions.ids} - the ids of selected transactions, splitted by comma
• ${account.id} - the current account being filterd
• ${account.properties.xxxxx} - any property value from the current account being filtered
• ${group.id} - the current group being filterd
• ${group.properties.xxxxx} - any property value from the current group being filtered

Example:

"menuUrl": "https://app.bkper.com/b/#transactions:bookId=${book.id}"

Library

The getOAuthToken returns a Promise that resolves to a valid OAuth token, to be used by the bkper-js library

Example:

import { Bkper } from 'bkper-js';
import { getOAuthToken } from 'bkper';

Bkper.setConfig({
  oauthTokenProvider: async () => getOAuthToken(),
})

Documentation

• Developer Docs