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This project implements a chatbot that allows the user to make use of the Prometeo Open Banking API functionality, from an easy-to-use and friendly interface.

by Sergio Marchio

Test data

To log into a provider you can use the credentials available in Prometeo docs.

Initial setup - extra files required

To run this project, you must create the file

  • secret.key in the root directory of the project (where you can also find manage.py file), containing the django secure key in plain text format (ideally created with more than 50 random characters and more than 5 unique characters).

To use the guest login feature, you must create the file

  • api.key in the chatbot directory, containing a valid Prometeo API key in plain text format.

To run the server locally

The project is configured by default for its local execution, for debugging/testing purposes

From the project's root directory, in the console:

  • Create virtual environment python -m venv prometeo

  • Activate it

    • linux / MacOS:

    • source prometeo/bin/activate

    • Windows

    • prometeo\Scripts\activate.bat

  • install required packages

pip install -r requirements.txt
  • Start the server in the desired port, e.g. 8080
python manage.py runserver 8080 
  • Now you can access the chatbot from your browser:
http://localhost:8080/

Features

  • Multi-language support based on browser settings (English and Spanish)

  • Protection against CSRF attacks

  • Prometeo operations and messages to trigger them

    • Provider listing
      • banks
    • Provider login with required fields, including interactive login
      • <provider name>
    • Provider logout
      • logout
    • User info
      • info
    • User accounts
      • accounts
    • Account movements
      • account <acount number> movements <date range>
    • User cards
      • cards
    • Card movements
      • card <acount number> movements <date range>

Possible improvements

  • Increase testing coverage
  • Improve display of movements (account and card)
  • Export movements to csv and/or pdf
  • Language selection from UI

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