Client Usage

Demo Video

This video shows the complete PeSIT Wizard Client workflow: adding a server, file transfer, favorites, calendar and scheduling.

Web Interface

The web interface allows you to:

• Manage target PeSIT servers
• Send and receive files
• View transfer history
• Manage favorites and schedules
• Test connections

Send a File (SEND)

1. Go to Transfer
2. Select SEND as the direction
3. Select the target server
4. Fill in:
   • Partner ID: Your client identifier
   • Local File Path: Full path of the file to send
   • Virtual File ID: Virtual file identifier (provided by the bank)
5. Click Start Transfer

Receive a File (RECEIVE)

1. Go to Transfer
2. Select RECEIVE as the direction
3. Select the source server
4. Fill in:
   • Partner ID: Your client identifier
   • Save To Path: Destination path (supports placeholders)
   • Virtual File ID: Virtual file identifier
5. Click Start Transfer

Path Placeholders

For RECEIVE transfers, you can use dynamic placeholders in the destination path:

Placeholder	Description
${partner}	Partner ID
${virtualFile}	Virtual file name (PI 12)
${server}	Server ID
${serverName}	Server name
${timestamp}	Timestamp (yyyyMMdd_HHmmss)
${date}	Date (yyyyMMdd)
${time}	Time (HHmmss)
${year}, ${month}, ${day}	Date components
${uuid}	Unique UUID

Example: /data/received/${partner}/${virtualFile}_${timestamp}.dat

Result: /data/received/PARTNER01/DATA_FILE_20251211_213000.dat

PeSIT Note

The PeSIT protocol does not transmit the physical filename, only the virtual file identifier (PI 12). The placeholders ${file}, ${basename}, ${ext} are therefore not available.

REST API

Send a File

curl -X POST http://localhost:8080/api/transfers/send \
  -H "Content-Type: multipart/form-data" \
  -F "file=@payment.xml" \
  -F "serverId=1" \
  -F "remoteFilename=PAYMENT_20250110.XML" \
  -F "partnerId=MY_COMPANY" \
  -F "virtualFile=PAYMENTS"

Response:

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "status": "COMPLETED",
  "direction": "SEND",
  "filename": "PAYMENT_20250110.XML",
  "size": 15234,
  "startTime": "2025-01-10T10:30:00Z",
  "endTime": "2025-01-10T10:30:05Z"
}

Receive a File

curl -X POST http://localhost:8080/api/transfers/receive \
  -H "Content-Type: application/json" \
  -d '{
    "serverId": 1,
    "remoteFilename": "STATEMENT_20250110.XML",
    "partnerId": "MY_COMPANY",
    "virtualFile": "STATEMENTS"
  }'

Response:

{
  "id": "550e8400-e29b-41d4-a716-446655440001",
  "status": "COMPLETED",
  "direction": "RECEIVE",
  "filename": "STATEMENT_20250110.XML",
  "localPath": "/data/received/STATEMENT_20250110.XML",
  "size": 8542
}

Download a Received File

curl -O http://localhost:8080/api/transfers/550e8400-e29b-41d4-a716-446655440001/download

Transfer History

curl http://localhost:8080/api/transfers

Response:

{
  "content": [
    {
      "id": "550e8400-e29b-41d4-a716-446655440000",
      "status": "COMPLETED",
      "direction": "SEND",
      "filename": "PAYMENT_20250110.XML",
      "serverName": "BNP Paribas",
      "startTime": "2025-01-10T10:30:00Z"
    }
  ],
  "totalElements": 1,
  "totalPages": 1
}

Filter History

# By status
curl "http://localhost:8080/api/transfers?status=FAILED"

# By direction
curl "http://localhost:8080/api/transfers?direction=SEND"

# By date
curl "http://localhost:8080/api/transfers?from=2025-01-01&to=2025-01-31"

# By server
curl "http://localhost:8080/api/transfers?serverId=1"

Favorites

Favorites allow you to save transfer configurations for easy reuse.

Create a Favorite

1. Perform a transfer from the Transfer or History page
2. Click the star icon to add to favorites
3. Give the favorite a name

Edit a Favorite

1. Go to Favorites
2. Click the pencil icon
3. Modify the parameters:
   • Name and description
   • Target server
   • Partner ID
   • Virtual File
   • Local path (with placeholders for RECEIVE)
4. Click Save Changes

Schedule Synchronization

When you modify a favorite, all linked schedules are automatically updated.

Execute a Favorite

Click the Execute button to immediately start the transfer.

Schedules

Schedules allow you to automate transfers at specific times.

Create a Schedule

1. From the Favorites page, click the calendar icon
2. Choose the schedule type:
   • Daily: Every day at a specific time
   • Weekly: Each week on a specific day and time
   • Monthly: Each month on a specific day
   • Hourly: Every hour
   • Interval: Every N minutes
   • Once: A single time at a specific date/time
   • Cron: Custom cron expression
3. Configure the options:
   • Working days only: Skip weekends and holidays
   • Business Calendar: Use a custom calendar
4. Click Create Schedule

Business Calendars

Business calendars allow you to define working days and holidays for schedules.

Create a Calendar

1. Go to Calendars
2. Click New Calendar
3. Configure:
   • Name: Calendar name (e.g., "France")
   • Timezone: Time zone
   • Working Days: Working days (click to enable/disable)
   • Holidays: Add holidays
4. Click Create Calendar

Use a Calendar

When creating a schedule, select the calendar in the Business Calendar field. Transfers will be automatically postponed to the next working day if the scheduled date falls on a holiday or weekend.

Automation via Scripts

Bash Script

#!/bin/bash
# send-payments.sh

API_URL="http://localhost:8080"
SERVER_ID=1
PARTNER_ID="MY_COMPANY"
VIRTUAL_FILE="PAYMENTS"

for file in /data/outbox/*.xml; do
  filename=$(basename "$file")
  echo "Sending $filename..."

  response=$(curl -s -X POST "$API_URL/api/transfers/send" \
    -F "file=@$file" \
    -F "serverId=$SERVER_ID" \
    -F "remoteFilename=$filename" \
    -F "partnerId=$PARTNER_ID" \
    -F "virtualFile=$VIRTUAL_FILE")

  status=$(echo "$response" | jq -r '.status')

  if [ "$status" = "COMPLETED" ]; then
    echo "OK: $filename sent successfully"
    mv "$file" /data/sent/
  else
    echo "FAIL: Failed to send $filename"
    echo "$response"
  fi
done

Cron Job

# Retrieve statements every day at 7am
0 7 * * * /opt/scripts/receive-statements.sh >> /var/log/pesitwizard.log 2>&1

# Send payments every hour
0 * * * * /opt/scripts/send-payments.sh >> /var/log/pesitwizard.log 2>&1

Error Codes

Code	Description	Action
CONNECTION_REFUSED	Server unreachable	Check host/port
AUTH_FAILED	Authentication failed	Check clientId/password
PARTNER_UNKNOWN	Partner not recognized	Check partnerId
FILE_NOT_FOUND	File not found	Check virtualFile/filename
TIMEOUT	Timeout exceeded	Retry or increase timeout