banks 0.0.1 → 0.0.2

checksums.yaml

@@ -1,7 +1,7 @@
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data/lib/banks.rb

@@ -1,5 +1,11 @@
-class Bank
-  def self.hi
-    puts "Hello world!"
-  end
-end
+require "watir-webdriver"
+require "nokogiri"
+require "json"
+require "date"
+require "active_support/all"
+
+require "banks/account"
+require "banks/bank"
+require "banks/bofa"
+require "banks/transaction"
+require "banks/utils"

data/lib/banks/account.rb

@@ -0,0 +1,34 @@
+module Banks
+  class Account
+    attr_accessor :name, :type, :balance, :transactions, :link
+
+    # Types
+    CREDIT = "Credit"
+    DEBIT = "Debit"
+    UNKNOWN = "Unknown"
+
+    def to_s
+      transactions.to_s
+    end
+
+    # accounts - Array of accounts.
+    def merge_accounts (accounts)
+      @transactions = TransactionArray.new
+      accounts.each do |account|
+        if account.type == CREDIT
+          convert_to_debit account
+        end
+        @transactions.merge_array account.transactions
+      end
+      @type = DEBIT
+      transactions.sort_by_date
+    end
+
+    def convert_to_debit account
+      account.type = DEBIT
+      account.transactions.each do|transaction|
+        transaction.amount = transaction.amount*-1
+      end
+    end
+  end
+end

data/lib/banks/bank.rb

@@ -0,0 +1,10 @@
+module Banks
+  class Bank
+    protected
+    # Converts amount string to integer.
+    def convert_money amount_string
+      #amount = amount_string.gsub(/[^\d,\.]/, '') # As float
+      amount = amount_string.gsub(/[^\d-]/, '').to_i  # As int
+    end
+  end
+end

data/lib/banks/bofa.rb

@@ -0,0 +1,119 @@
+module Banks
+  # Note: If you are running the script for the first time, you need to go online
+  #       and validate your computer by answering security questions.
+  # TODO: Ask the user to enter security questions.  
+  class BankOfAmerica < Bank
+    # Returns all accounts with all transactions.
+    # Currently supports Credit and Debit accounts.
+    def get_data (user, password)
+      # Connect
+      browser = ::Watir::Browser.new #:"phantomjs"
+      browser.goto 'http://bankofamerica.com'
+      browser.text_field(:id => 'onlineId1').set user
+      browser.text_field(:id => 'passcode1').set password
+      browser.button(:id => 'hp-sign-in-btn').click
+
+      # Wait until logged in.
+      # Watir wait did not work on Windows, so we do a hack.
+      # http://watirwebdriver.com/waiting/
+      # http://stackoverflow.com/questions/3504322/watir-webdriver-wait-for-page-load
+      until browser.ul(:class=>"AccountItems").exists? do sleep 1 end
+
+      # Get accounts
+      accounts = get_accounts browser.html
+
+      accounts.each do |account|
+        browser.goto "https://secure.bankofamerica.com" + account.link
+        transactions = nil
+        if account.type == Account::DEBIT
+          transactions = get_debit_transactions browser.html
+        elsif account.type == Account::CREDIT
+          transactions = get_credit_transactions browser
+        end
+        account.transactions = transactions
+      end
+
+      # Clean-up
+      browser.close
+
+      # Return accounts.
+      accounts
+    end
+
+    protected
+    # Returns date object based on date_string. Today's date if string is nil or
+    # whitespace
+    def to_date date_string
+      result = nil
+      date_string.strip!
+      if date_string.nil? || date_string.empty? || date_string.eql?("Pending")
+        result = Date.today
+      elsif
+        result = Date.strptime(date_string, '%m/%d/%Y')
+      end
+      result
+    end
+
+    # Pass the browser and return an array with accounts.
+    def get_accounts(html)
+      accounts = Array.new
+      html_doc = ::Nokogiri::HTML(html)
+      html_doc.css('ul.AccountItems li').each do |account_li|
+        account = Account.new
+        account.name = account_li.css('span.AccountName a').text.strip
+        account.link = account_li.css('span.AccountName a')[0]['href']
+        account.balance = account_li.css('span.balanceValue').text.strip
+
+        account_type_text = account_li.css('div.AccountItem')[0]['class']
+        if account_type_text.include? "AccountItemDeposit"
+          account.type = Account::DEBIT
+        elsif account_type_text.include? "AccountItemCreditCard"
+          account.type = Account::CREDIT
+        else
+          account.type = Account::UNKNOWN
+        end
+
+        accounts << account
+      end
+
+      return accounts
+    end
+
+    def get_debit_transactions(html)
+      transactions = TransactionArray.new
+      html_doc = ::Nokogiri::HTML(html)
+
+      html_doc.css('table.transaction-records tbody tr.record').each do |record_tr|
+        t = Transaction.new
+        t.date = to_date(record_tr.css('td.date-action span:not([class])').text.strip)
+        t.description = record_tr.css('td.description span.transTitleForEditDesc').text.strip
+        t.amount = convert_money(record_tr.css('td.amount').text.strip)
+        t.type = record_tr.css('td.type')[0]['title']
+        transactions << t
+      end
+
+      return transactions
+    end
+
+    def get_credit_transactions(browser)
+      transactions = TransactionArray.new
+      html_doc = ::Nokogiri::HTML(browser.html)
+
+      # Navigate through each statement.
+      statement_quantity = html_doc.css('select#goto_select_trans_top option').length
+      statement_quantity.times do |i|
+        browser.select(:id => 'goto_select_trans_top').options[i].select
+        html_doc = ::Nokogiri::HTML(browser.html)
+        html_doc.css('table#transactions tbody tr').each do |record_tr|
+          t = Transaction.new
+          t.date = to_date(record_tr.css('td.trans-date-cell').text.strip)
+          t.description = record_tr.css('td.trans-desc-cell a.expand-trans-from-desc')[0].children[2].text.strip
+          t.amount = convert_money(record_tr.css('td.trans-amount-cell').text.strip)
+          t.type = record_tr.css('td.trans-type-cell div')[0]['title']
+          transactions << t
+        end
+      end
+      return transactions
+    end
+  end
+end

data/lib/banks/transaction.rb

@@ -0,0 +1,143 @@
+module Banks
+  class Transaction
+    attr_accessor :date, :description, :amount, :type, :category
+    def to_s
+      return date.to_s + " " + category.to_s + " " + Banks.amount_to_s(amount) + " " + type + " " + description
+    end
+  end
+
+  class TransactionArray < Array
+    def total
+      total = 0
+      each do |transaction|
+        total = total + transaction.amount
+      end
+      Banks.amount_to_s(total)
+    end
+
+    def total_positive
+      total = 0
+      each do |transaction|
+        total = total + transaction.amount unless transaction.amount < 0
+      end
+      Banks.amount_to_s(total)
+    end
+
+    def total_negative
+      total = 0
+      each do |transaction|
+        total = total + transaction.amount unless transaction.amount > 0
+      end
+      Banks.amount_to_s(total)
+    end
+
+    # Sorts transactions by date, from newer to older.
+    def sort_by_date
+      sort! {|x, y| y.date <=> x.date}
+    end
+
+    # Sort by amount. Negative to positive.
+    def sort_by_amount
+      sort! {|x, y| x.amount <=> y.amount}
+    end
+
+    # Sort by category.
+    def sort_by_category
+      sort! {|x, y| x.category <=> y.category}
+    end
+
+    # Remove transactions considered transfers to own accounts.
+    def remove_transfers
+      result = TransactionArray.new
+      each do |transaction|
+        should_add = true
+
+        # Currently unavailable.
+        puts "Removing transaction. " + transaction.to_s unless should_add == true 
+        if should_add then result << transaction end
+      end
+      return result
+    end
+
+    # Return transactions within a date range.
+    def by_date (begin_date, end_date)
+      result = TransactionArray.new
+
+      # Filter all less than end date.
+      temp_array = TransactionArray.new
+      each do |transaction|
+        if transaction.date <= end_date then temp_array << transaction end
+      end
+
+      # Filter all greater than begin date.
+      temp_array.each do |transaction|
+        if transaction.date >= begin_date then result << transaction end
+      end
+
+      return result
+    end
+
+    # Return current month transactions.
+    def current_month
+      return previous_month 0
+    end
+
+    # Return last month transactions.
+    def last_month
+      return previous_month 1
+    end
+
+    # months_back - how many months to go back from current date.
+    def previous_month(months_back)
+      year = Date.today.year
+      month = Date.today.month
+
+      begin_date = Date.civil(year, month, 1) - months_back.month
+      end_date = begin_date.end_of_month
+      
+      return by_date(begin_date, end_date)
+    end
+
+    def to_s
+      result = ""
+      each do |transaction|
+        result = result + transaction.to_s + "\n"
+      end
+      result
+    end
+    
+    def to_s_by_cat
+      result = ""
+      current_cat = nil
+      total = 0
+      last_transaction = nil
+      each do |transaction|
+        if !current_cat.nil? && current_cat != transaction.category
+          result = result + "Total for category #{current_cat}: " + Banks.amount_to_s(total) + "\n\n"
+          total = 0
+        end
+        result = result + transaction.to_s + "\n"
+        total = total + transaction.amount
+        current_cat = transaction.category
+        last_transaction = transaction
+      end
+      if !last_transaction.nil? then
+        result = result + "Total for category #{current_cat}: " + Banks.amount_to_s(total) + "\n\n"
+        total = 0
+      end
+      result
+    end
+
+    # Merge array
+    def merge_array(merging_array)
+      merging_array.each do |transaction|
+        self << transaction
+      end
+    end
+    
+    def << (transaction)
+      super
+      #transaction.category = (CategoryPolicy.categorize transaction.description).upcase
+    end
+  end
+end

data/lib/banks/utils.rb

@@ -0,0 +1,29 @@
+module Banks
+  def Banks.amount_to_s amount
+    amount < 0 ? positive = false : positive = true
+    amount_string = amount.to_s
+    amount_string.sub!("-","")
+    amount_string = amount_string.rjust(3, '0')
+    amount_string.insert(-3, ".")
+    amount_string.insert(0, "-") unless positive
+    amount_string
+  end
+
+  class CategoryPolicy
+    @@categories = nil
+    def self.categorize description
+      # Lazy read.
+      if @@categories.nil? then
+        data = IO.read "categories.json"
+        @@categories = JSON.parse data
+      end
+
+      @@categories["categories"].each do |category, payment_types|
+        payment_types.each do |value|
+          if description.upcase.include? value.upcase then return category end
+        end
+      end
+      return "Uncategorized"
+    end
+  end
+end

metadata

@@ -1,15 +1,71 @@
 --- !ruby/object:Gem::Specification
 name: banks
 version: !ruby/object:Gem::Version
-  version: 0.0.1
+  version: 0.0.2
 platform: ruby
 authors:
 - Jesus Herrera
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2016-06-19 00:00:00.000000000 Z
-dependencies: []
+date: 2016-06-25 00:00:00.000000000 Z
+dependencies:
+- !ruby/object:Gem::Dependency
+  name: watir-webdriver
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '0.9'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '0.9'
+- !ruby/object:Gem::Dependency
+  name: nokogiri
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.6'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.6'
+- !ruby/object:Gem::Dependency
+  name: activesupport
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '4.2'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '4.2'
+- !ruby/object:Gem::Dependency
+  name: json
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.8'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.8'
 description: Get transaction information from financial institutions
 email: chuy.max@gmail.com
 executables: []
@@ -17,6 +73,11 @@ extensions: []
 extra_rdoc_files: []
 files:
 - lib/banks.rb
+- lib/banks/account.rb
+- lib/banks/bank.rb
+- lib/banks/bofa.rb
+- lib/banks/transaction.rb
+- lib/banks/utils.rb
 homepage: http://rubygems.org/gems/banks
 licenses:
 - MIT