aggcat 0.0.3 → 0.0.4
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- data/README.md +20 -17
- data/lib/aggcat/client.rb +17 -7
- data/lib/aggcat/version.rb +1 -1
- metadata +1 -1
data/README.md
CHANGED
@@ -21,42 +21,45 @@ gem 'aggcat'
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```ruby
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require 'aggcat'
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#
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# Aggcat global configuration
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Aggcat.configure do |config|
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config.issuer_id =
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config.consumer_key =
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config.consumer_secret =
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config.issuer_id = 'your issuer id'
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config.consumer_key = 'your consumer key'
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config.consumer_secret = 'your consumer secret'
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config.certificate_path = '/path/to/your/certificate/key'
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end
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#
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client = Aggcat.
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# alternatively, specify configuration options when instantiating an Aggcat::Client
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client = Aggcat::Client.new(
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issuer_id: 'your issuer id',
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consumer_key: 'your consumer key',
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consumer_secret: 'your consumer secret',
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certificate_path: '/path/to/your/certificate/key'
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)
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# get all supported financial institutions
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=> {:response_code=>"200", :response=>{:institutions=>{:institution=>[{:institution_id=>"8860", :institution_name=>"Carolina Foothills FCU Credit Card", :home_url=>"http://www.cffcu.org/index.html", :phone_number=>"1-864-585-6838", :virtual=>false},
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Aggcat.institutions
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# get details for Bank of America
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=> {:response_code=>"200", :response=>{:institution_detail=>{:institution_id=>"14007", :institution_name=>"Bank of America", :home_url=>"https://www.bankofamerica.com/", :phone_number=>"1-800-792-0808", :address=>{:address1=>"307 S. MAIN", :city=>"Charlotte", :state=>"NC", :postal_code=>"28255", :country=>"USA"}, :email_address=>"https://www.bankofamerica.com/contact/", :special_text=>"Please enter your Bank of America Online ID and Passcode required for login.", :currency_code=>"USD", :keys=>{:key=>[{:name=>"TAX_AGGR_ENABLED", :val=>"FALSE", :status=>"Active", :display_flag=>false, :display_order=>"20", :mask=>false}, {:name=>"passcode", :status=>"Active", :value_length_max=>"20", :display_flag=>true, :display_order=>"2", :mask=>true, :description=>"Passcode"}, {:name=>"onlineID", :status=>"Active", :value_length_max=>"32", :display_flag=>true, :display_order=>"1", :mask=>false, :description=>"Online ID"}]}}}}
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Aggcat.institution(14007)
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# add new financial account to aggregate from Bank of America
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Aggcat.discover_and_add_accounts(14007, username, password)
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# get
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# get already aggregated financial account
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Aggcat.account(account_id)
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# get all aggregated accounts
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-
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Aggcat.accounts
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# delete account
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Aggcat.delete_account(account_id)
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# get account transactions
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Aggcat.account_transactions(account_id, start_date, end_date)
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# delete all aggregated customers
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Aggcat.delete_customers
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```
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data/lib/aggcat/client.rb
CHANGED
@@ -14,10 +14,12 @@ module Aggcat
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end
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def institution(institution_id)
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validate(institution_id: institution_id)
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get("/institutions/#{institution_id}")
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end
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def discover_and_add_accounts(institution_id, username, password)
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validate(institution_id: institution_id, username: username, password: password)
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body = credentials(institution_id, username, password)
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post("/institutions/#{institution_id}/logins", body, {user_id: "#{institution_id}-#{username}"})
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end
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@@ -27,21 +29,21 @@ module Aggcat
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end
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def account(account_id)
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validate(account_id: account_id)
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get("/accounts/#{account_id}")
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end
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def account_transactions(account_id, start_date
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uri += "&txnEndDate=#{end_date.strftime(DATE_FORMAT)}"
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end
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def account_transactions(account_id, start_date, end_date = nil)
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validate(account_id: account_id, start_date: start_date)
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uri = "/accounts/#{account_id}/transactions?txnStartDate=#{start_date.strftime(DATE_FORMAT)}"
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if end_date
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uri += "&txnEndDate=#{end_date.strftime(DATE_FORMAT)}"
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end
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get(uri)
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end
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def delete_account(account_id)
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validate(account_id: account_id)
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delete("/accounts/#{account_id}")
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end
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@@ -73,6 +75,14 @@ module Aggcat
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private
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def validate(args)
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args.each do |name, value|
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if value.nil? || value.to_s.empty?
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raise ArgumentError, "#{name} is required"
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end
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end
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end
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def credentials(institution_id, username, password)
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institution = institution(institution_id)
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keys = institution[:response][:institution_detail][:keys][:key].sort { |a, b| a[:display_order] <=> b[:display_order] }
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data/lib/aggcat/version.rb
CHANGED