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Update docs for added message sets
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csingley committed Apr 4, 2019
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11 changes: 6 additions & 5 deletions docs/index.rst
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Expand Up @@ -47,18 +47,19 @@ It targets compliance with the `OFX specification`_, specifically OFX versions
``ofxtools`` Coverage of the OFX Specification
* Section 7 (financial institution profile)
* Section 8 (service activation; account information)
* Section 11 (banking) up through 11.7
* Section 9 (email over OFX)
* Section 10 (recurring bank transfers)
* Section 11 (banking)
* Section 13 (investments)

This should cover the great majority of real-world OFX use cases. A particular
focus of ``ofxtools`` is full support of the OFX investment message set,
which has been somewhat neglected by the Python community.

The major items remaining on the ``ofxtools`` "to do" list are to implement
interbank payments (OFX Sections 11.8 - 11.9, ACH and wire transfers) and
bill pay (OFX Section 12). Absent a compelling use case, I can't see
implementing Section 9 (email in OFX) or 14 (bill presentment). Section 10
(recurring payments) is a low priority.
bill pay (OFX Section 12) and the tax schemas. It's currently a low priority
to implement Section 14 (bill pay) or the extensions contained in OFX versions
beyond 2.03, but you're welcome to contribute code if you need these.

Some care has been taken with the data model to make it easily maintainable
and extensible. The ``ofxtools.models`` subpackage contains simple, direct
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4 changes: 2 additions & 2 deletions docs/parser.rst
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Expand Up @@ -119,8 +119,8 @@ which is not part of the OFX spec. ``curtype`` yields ``'CURRENCY'`` if the
money amounts have not been converted to the home currency, or yields
``'ORIGCURRENCY'`` if they have been converted.

``YIELD`` elements are renamed ``yld`` to avoid name collision with the Python
built-in.
``YIELD`` elements are renamed ``yld``, and ``FROM`` elements are renamed ``frm``,
in order to avoid name collision with Python reserved keywords.

Proprietary OFX tags (e.g. ``<INTU.BANKID>``) are stripped and dropped.

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