aggcat 0.3.5 → 0.3.6

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Files changed (8) hide show
  1. checksums.yaml +4 -4
  2. data/.travis.yml +1 -0
  3. data/README.md +3 -0
  4. data/lib/aggcat/client.rb +5 -0
  5. data/lib/aggcat/version.rb +1 -1
  6. data/test/aggcat/client_test.rb +8 -0
  7. data/test/fixtures/positions.xml +40 -0
  8. metadata +4 -2
checksums.yaml CHANGED
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- metadata.gz: 200d081f1aa7f64b5e06a749e0575203025ce7a9347018b4f81484482e35fe7e80d3808a091e71996c3561145460545cc671f9871549ec21a512d00fa44142eb
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- data.tar.gz: 5bf7761fafd1073abee8445050c54073980d318f765d523c7ef28ff7ad0fc32813704862765eccd8a4d2597107e39ee687d9231a8a3446229cdbed1f44ce09bc
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+ metadata.gz: e49815f6255d7cbe96c0e2d98ffc37b8390b00871285447f79200f55ea60165332b5f74d7f9acfc8bffde592065f4d04e1fc42d493424d347de2afbcc9a407d7
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+ data.tar.gz: bab45121780df51e5072f6afcfd42ec7677ac0c001237549be886d097896352b890a33ced5530a715bf0ecd9f46da8c8e1f5e169c4a842c3777a1db1715e2320
data/.travis.yml CHANGED
@@ -5,6 +5,7 @@ before_install:
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  rvm:
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  - 1.9.3
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  - 2.0.0
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+ - 2.1.2
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  script:
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  - gem build aggcat.gemspec
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  - gem install aggcat-*
data/README.md CHANGED
@@ -86,6 +86,9 @@ client.update_login(institution_id, login_id, new_username, new_password)
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  # in case MFA is required
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  client.update_login_confirmation(login_id, challenge_session_id, challenge_node_id, answers)
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+ # get position info for an investment account
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+ client.investment_positions(account_id)
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+
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  # you can set scope inline for any request
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  Aggcat.scope(customer_id).account(account_id)
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data/lib/aggcat/client.rb CHANGED
@@ -87,6 +87,11 @@ module Aggcat
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  result
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  end
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+ def investment_positions(account_id)
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+ validate(account_id: account_id)
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+ get("/accounts/#{account_id}/positions")
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+ end
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+
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  protected
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  def get(path, headers = {})
data/lib/aggcat/version.rb CHANGED
@@ -1,3 +1,3 @@
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  module Aggcat
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- VERSION = '0.3.5'
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+ VERSION = '0.3.6'
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  end
data/test/aggcat/client_test.rb CHANGED
@@ -314,4 +314,12 @@ class ClientTest < Test::Unit::TestCase
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  assert_raise(Timeout::Error) { @client.institution(institution_id) }
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  end
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+ def test_investment_postitions
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+ account_id = '000000000001'
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+ stub_get("/accounts/#{account_id}/positions").to_return(:body => fixture('positions.xml'), :headers => {:content_type => 'application/xml; charset=utf-8'})
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+ response = @client.investment_positions(account_id)
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+ assert_equal response[:result][:investment_positions][:position][0][:investment_position_id].to_i , 000000000001
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+ assert_equal response[:result][:investment_positions][:position][1][:investment_position_id].to_i , 000000000002
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+ end
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+
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  end
data/test/fixtures/positions.xml ADDED
@@ -0,0 +1,40 @@
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+ <InvestmentPositions xmlns="http://schema.intuit.com/platform/fdatafeed/invposition/v1" xmlns:ns2="http://schema.intuit.com/platform/fdatafeed/securityinfo/v1">
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+ <position>
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+ <investmentPositionId>000000000001</investmentPositionId>
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+ <changePercent>2.5</changePercent>
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+ <costBasis>1629</costBasis>
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+ <unitPrice>8.29</unitPrice>
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+ <dailyChange>2.5</dailyChange>
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+ <empPretaxContribAmount>629</empPretaxContribAmount>
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+ <empMatchAmount>229</empMatchAmount>
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+ <holdType>STOCK</holdType>
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+ <marketValue>1629</marketValue>
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+ <units>200</units>
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+ <reinvestmentCapGains>false</reinvestmentCapGains>
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+ <reinvestmentDividend>false</reinvestmentDividend>
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+ <invSecurityType>OTHERINFO</invSecurityType>
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+ <otherInfo>
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+ <ns2:ticker>DEF</ns2:ticker>
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+ <ns2:unitPrice>8.29</ns2:unitPrice>
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+ </otherInfo>
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+ </position>
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+ <position>
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+ <investmentPositionId>000000000002</investmentPositionId>
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+ <changePercent>5</changePercent>
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+ <costBasis>829</costBasis>
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+ <unitPrice>8.29</unitPrice>
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+ <dailyChange>5</dailyChange>
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+ <empPretaxContribAmount>429</empPretaxContribAmount>
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+ <empMatchAmount>429</empMatchAmount>
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+ <holdType>BOND</holdType>
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+ <marketValue>829</marketValue>
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+ <units>100</units>
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+ <reinvestmentCapGains>false</reinvestmentCapGains>
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+ <reinvestmentDividend>false</reinvestmentDividend>
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+ <invSecurityType>OTHERINFO</invSecurityType>
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+ <otherInfo>
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+ <ns2:ticker>ABC</ns2:ticker>
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+ <ns2:unitPrice>8.29</ns2:unitPrice>
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+ </otherInfo>
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+ </position>
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+ </InvestmentPositions>
metadata CHANGED
@@ -1,14 +1,14 @@
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  --- !ruby/object:Gem::Specification
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  name: aggcat
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  version: !ruby/object:Gem::Version
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- version: 0.3.5
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+ version: 0.3.6
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  platform: ruby
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  authors:
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  - Gene Drabkin
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  autorequire:
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  bindir: bin
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  cert_chain: []
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- date: 2014-02-28 00:00:00.000000000 Z
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+ date: 2014-09-02 00:00:00.000000000 Z
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  dependencies:
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  - !ruby/object:Gem::Dependency
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  name: oauth
@@ -128,6 +128,7 @@ files:
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  - test/fixtures/institutions.xml
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  - test/fixtures/login.xml
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  - test/fixtures/oauth_token.txt
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+ - test/fixtures/positions.xml
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  - test/fixtures/transactions.xml
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  - test/test_helper.rb
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  homepage: https://github.com/cloocher/aggcat
@@ -168,5 +169,6 @@ test_files:
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  - test/fixtures/institutions.xml
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  - test/fixtures/login.xml
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  - test/fixtures/oauth_token.txt
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+ - test/fixtures/positions.xml
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  - test/fixtures/transactions.xml
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  - test/test_helper.rb