belvo 0.16.0 → 0.19.3

checksums.yaml

@@ -1,7 +1,7 @@
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data/.circleci/config.yml

@@ -0,0 +1,53 @@
+version: 2.1
+orbs:
+  ruby: circleci/ruby@1.0.4
+jobs:
+  test:
+    docker:
+      - image: cimg/ruby:2.7
+    steps:
+      - checkout
+      - ruby/install-deps
+      - run:
+          name: Install deps
+          command: gem install bundler -v 2.1.4
+      - run:
+          name: Run tests
+          command: |
+            bundle exec rubocop
+            bundle exec rspec spec
+  deploy-to-rubygems:
+    docker:
+      - image: cimg/ruby:2.7
+    steps:
+      - checkout
+      - ruby/install-deps
+      - run:
+          name: Set Rubygems credentials
+          command: |
+            mkdir ~/.gem
+            echo -e "---\r\n:rubygems_api_key: $GEM_HOST_API_KEY" > ~/.gem/credentials
+            chmod 0600 /home/circleci/.gem/credentials
+      - run:
+          name: Publish gem to Rubygems
+          command: bundle exec rake release
+
+workflows:
+  build-test-deploy:
+    jobs:
+      - test:
+          filters:
+            tags:
+              only: /v.*/
+          context:
+            - shared
+      - deploy-to-rubygems:
+          requires:
+            - test
+          filters:
+            branches:
+              ignore: /.*/
+            tags:
+              only: /^v.*/
+          context:
+            - shared

data/.github/CODEOWNERS

@@ -0,0 +1 @@
+* @belvo-finance/ruby @belvo-finance/opensource

data/Gemfile

@@ -1,4 +1,3 @@
-# rubocop:disable all
 # frozen_string_literal: true
 
 source 'https://rubygems.org'
@@ -6,14 +5,4 @@ source 'https://rubygems.org'
 # Specify your gem's dependencies in belvo.gemspec
 gemspec
 
-gem 'coveralls', require: false
-gem 'faraday'
-gem 'faraday_middleware'
-gem 'rake', '~> 12.0'
-gem 'rspec', '~> 3.0'
-gem 'rubocop', '~> 0.81.0', require: false
-gem 'rubocop-rspec', require: false
-gem 'typhoeus'
 gem 'danger', '8.2.1'
-gem 'webmock'
-# rubocop:enable all

data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    belvo (0.16.0)
+    belvo (0.19.3)
       faraday
       faraday_middleware
       typhoeus
@@ -20,12 +20,11 @@ GEM
     colored2 (3.1.2)
     cork (0.3.0)
       colored2 (~> 3.1)
-    coveralls (0.8.23)
-      json (>= 1.8, < 3)
-      simplecov (~> 0.16.1)
-      term-ansicolor (~> 1.3)
-      thor (>= 0.19.4, < 2.0)
-      tins (~> 1.6)
+    coveralls_reborn (0.23.0)
+      simplecov (>= 0.18.1, < 0.22.0)
+      term-ansicolor (~> 1.6)
+      thor (>= 0.20.3, < 2.0)
+      tins (~> 1.16)
     crack (0.4.4)
     danger (8.2.1)
       claide (~> 1.0)
@@ -41,22 +40,21 @@ GEM
       octokit (~> 4.7)
       terminal-table (~> 1)
     diff-lcs (1.4.4)
-    docile (1.3.2)
-    ethon (0.12.0)
-      ffi (>= 1.3.0)
+    docile (1.4.0)
+    ethon (0.14.0)
+      ffi (>= 1.15.0)
     faraday (1.1.0)
       multipart-post (>= 1.2, < 3)
       ruby2_keywords
     faraday-http-cache (2.2.0)
       faraday (>= 0.8)
-    faraday_middleware (1.0.0)
+    faraday_middleware (1.1.0)
       faraday (~> 1.0)
-    ffi (1.13.1)
+    ffi (1.15.3)
     git (1.8.1)
       rchardet (~> 1.8)
     hashdiff (1.0.1)
     jaro_winkler (1.5.4)
-    json (2.3.1)
     kramdown (2.3.1)
       rexml
     kramdown-parser-gfm (1.1.0)
@@ -104,18 +102,19 @@ GEM
     sawyer (0.8.2)
       addressable (>= 2.3.5)
       faraday (> 0.8, < 2.0)
-    simplecov (0.16.1)
+    simplecov (0.21.2)
       docile (~> 1.1)
-      json (>= 1.8, < 3)
-      simplecov-html (~> 0.10.0)
-    simplecov-html (0.10.2)
+      simplecov-html (~> 0.11)
+      simplecov_json_formatter (~> 0.1)
+    simplecov-html (0.12.3)
+    simplecov_json_formatter (0.1.3)
     sync (0.5.0)
     term-ansicolor (1.7.1)
       tins (~> 1.0)
     terminal-table (1.8.0)
       unicode-display_width (~> 1.1, >= 1.1.1)
-    thor (1.0.1)
-    tins (1.26.0)
+    thor (1.1.0)
+    tins (1.29.1)
       sync
     typhoeus (1.4.0)
       ethon (>= 0.9.0)
@@ -130,15 +129,12 @@ PLATFORMS
 
 DEPENDENCIES
   belvo!
-  coveralls
+  coveralls_reborn
   danger (= 8.2.1)
-  faraday
-  faraday_middleware
   rake (~> 12.0)
   rspec (~> 3.0)
   rubocop (~> 0.81.0)
   rubocop-rspec
-  typhoeus
   webmock
 
 BUNDLED WITH

data/README.md

@@ -1,7 +1,7 @@
 <h1 align="center">Belvo Ruby Gem</h1>
 <p align="center">
     <a href="https://rubygems.org/gems/belvo"><img alt="Rubygems.org" src="https://img.shields.io/gem/v/belvo?style=for-the-badge"></a>
-    <a href="https://travis-ci.com/belvo-finance/belvo-ruby"><img alt="Travis (.com)" src="https://img.shields.io/travis/com/belvo-finance/belvo-ruby/master?style=for-the-badge"></a>
+    <a href="https://app.circleci.com/pipelines/github/belvo-finance/belvo-ruby"><img alt="CircleCI (.com)" src="https://img.shields.io/travis/com/belvo-finance/belvo-ruby/master?style=for-the-badge"></a>
     <a href="https://coveralls.io/github/belvo-finance/belvo-ruby"><img alt="Coveralls github" src="https://img.shields.io/coveralls/github/belvo-finance/belvo-ruby?style=for-the-badge"></a>
     <a href="https://codeclimate.com/github/belvo-finance/belvo-ruby"><img alt="CodeClimate maintainability" src="https://img.shields.io/codeclimate/maintainability/belvo-finance/belvo-ruby?style=for-the-badge"></a>
 </p>
@@ -96,7 +96,14 @@ end
 
 After checking out the repo, run `bin/setup` to install dependencies. Then, run `rake spec` to run the tests. You can also run `bin/console` for an interactive prompt that will allow you to experiment.
 
-To install this gem onto your local machine, run `bundle exec rake install`. To release a new version, update the version number in `version.rb`, and then run `bundle exec rake release`, which will create a git tag for the version, push git commits and tags, and push the `.gem` file to [rubygems.org](https://rubygems.org).
+To install this gem onto your local machine, run `bundle exec rake install`. 
+
+To release a new version:
+- Create a new branch from master.
+- Update the version number in `version.rb`
+- Run `bundle exec rake install` to update `Gemfile.lock` version
+- Create a new pull request for the new version.
+- Once the new version is merged in `master`, create a `tag` matching the new version.
 
 ## Contributing
 

data/belvo.gemspec

@@ -33,7 +33,7 @@ Gem::Specification.new do |spec|
   spec.add_dependency 'faraday_middleware'
   spec.add_dependency 'typhoeus'
 
-  spec.add_development_dependency 'coveralls'
+  spec.add_development_dependency 'coveralls_reborn'
   spec.add_development_dependency 'rake', '~> 12.0'
   spec.add_development_dependency 'rspec', '~> 3.0'
   spec.add_development_dependency 'rubocop', '~> 0.81.0'

data/lib/belvo/http.rb

@@ -17,7 +17,7 @@ module Belvo
     # @param url [String] Belvo API host url
     # @return [Faraday::Connection]
     def initialize(url)
-      @url = format('%<url>s/api/', url: url)
+      @url = format('%<url>s/', url: url)
       @session = Faraday::Connection.new(url: @url) do |faraday|
         faraday.adapter :typhoeus
         faraday.response :json
@@ -41,7 +41,7 @@ module Belvo
         raise RequestError.new(
           'Request error',
           response.status,
-          response.body.to_s
+          response.body
         )
       end
       response
@@ -52,7 +52,7 @@ module Belvo
     #   to Belvo API else False.
     def authenticate
       @session.basic_auth(@key_id, @key_password)
-      response = @session.get('')
+      response = @session.get('api/')
       response.success?
     end
 
@@ -113,7 +113,7 @@ module Belvo
       params = {} if params.nil?
 
       resource_path = format('%<path>s%<id>s/', path: path, id: id)
-      response = get(resource_path, params)
+      response = get(resource_path, **params)
 
       raise_for_status response
       response.body

data/lib/belvo/options.rb

@@ -115,6 +115,14 @@ module Belvo
   )
   end
 
+  # @!class RiskInsights < Faraday::Options
+  # Contains configurable properties of a RiskInsights object
+  # @!attribute save_data [rw] Should data be persisted or not.
+  class RiskInsightsOptions < Faraday::Options.new(
+    :save_data
+  )
+  end
+
   # @!class TaxComplianceStatusOptions < Faraday::Options
   # Contains configurable properties of a TaxComplianceStatus
   # @!attribute save_data [rw] Should data be persisted or not.
@@ -167,4 +175,23 @@ module Belvo
     :widget
   )
   end
+
+  # @!class InvestmentsPortfolioOptions < Faraday::Options
+  # Contains configurable properties of an InvestmentsPortfolio
+  # @!attribute save_data [rw] Should data be persisted or not.
+  # @!attribute token [rw] OTP token required by the institution
+  class InvestmentsPortfolioOptions < Faraday::Options.new(:token, :save_data)
+  end
+
+  # @!class InvestmentsTransactionOptions < Faraday::Options
+  # Contains configurable properties of an InvestmentsTransaction
+  # @!attribute date_to [rw] Date string (YYYY-MM-DD)
+  # @!attribute save_data [rw] Should data be persisted or not.
+  # @!attribute token [rw] OTP token required by the institution
+  class InvestmentsTransactionOptions < Faraday::Options.new(
+    :date_to,
+    :token,
+    :save_data
+  )
+  end
 end

data/lib/belvo/resources.rb

@@ -70,7 +70,7 @@ module Belvo
 
     def initialize(session)
       super(session)
-      @endpoint = 'links/'
+      @endpoint = 'api/links/'
     end
 
     # Register a new link
@@ -158,7 +158,7 @@ module Belvo
   class Account < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'accounts/'
+      @endpoint = 'api/accounts/'
     end
 
     # Retrieve accounts from an existing link
@@ -183,7 +183,7 @@ module Belvo
   class Transaction < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'transactions/'
+      @endpoint = 'api/transactions/'
     end
 
     # Retrieve transactions from an existing link
@@ -213,7 +213,7 @@ module Belvo
   class Owner < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'owners/'
+      @endpoint = 'api/owners/'
     end
 
     # Retrieve owners from an existing link
@@ -237,7 +237,7 @@ module Belvo
   class Balance < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'balances/'
+      @endpoint = 'api/balances/'
     end
 
     # Retrieve balances from a specific account or all accounts from a
@@ -267,7 +267,7 @@ module Belvo
   class Statement < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'statements/'
+      @endpoint = 'api/statements/'
     end
 
     # Retrieve statements information from a specific banking link.
@@ -297,7 +297,7 @@ module Belvo
   class Income < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'incomes/'
+      @endpoint = 'api/incomes/'
     end
 
     # Retrieve incomes information from a specific banking link.
@@ -324,7 +324,7 @@ module Belvo
   class Invoice < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'invoices/'
+      @endpoint = 'api/invoices/'
     end
 
     # @param link [String] Link UUID
@@ -354,13 +354,13 @@ module Belvo
   class RecurringExpenses < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'recurring-expenses/'
+      @endpoint = 'api/recurring-expenses/'
     end
 
     # Retrieve recurring expenses information from a specific banking link
     # @param link [String] Link UUID
     # @param options [RecurringExpensesOptions] Configurable properties
-    # @return [Hash] created incomes details
+    # @return [Hash] created RecurringExpenses details
     # @raise [RequestError] If response code is different than 2XX
     def retrieve(link:, options: nil)
       options = RecurringExpensesOptions.from(options)
@@ -373,12 +373,36 @@ module Belvo
     end
   end
 
+  # RiskInsights contain relevant metrics about
+  # the credit risk of a Link
+  class RiskInsights < Resource
+    def initialize(session)
+      super(session)
+      @endpoint = 'api/risk-insights/'
+    end
+
+    # Retrieve risk insights information from a specific banking link
+    # @param link [String] Link UUID
+    # @param options [RiskInsightsOptions] Configurable properties
+    # @return [Hash] created RiskInsights details
+    # @raise [RequestError] If response code is different than 2XX
+    def retrieve(link:, options: nil)
+      options = RiskInsightsOptions.from(options)
+      body = {
+        link: link,
+        save_data: options.save_data || true
+      }.merge(options)
+      body = clean body: body
+      @session.post(@endpoint, body)
+    end
+  end
+
   # A Tax compliance status is the representation of the tax situation
   # of a person or a business to the tax authority in the country.
   class TaxComplianceStatus < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'tax-compliance-status/'
+      @endpoint = 'api/tax-compliance-status/'
     end
 
     # Retrieve tax compliance status information from a specific fiscal link.
@@ -409,7 +433,7 @@ module Belvo
   class TaxReturn < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'tax-returns/'
+      @endpoint = 'api/tax-returns/'
     end
 
     class TaxReturnType
@@ -454,7 +478,7 @@ module Belvo
   class TaxStatus < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'tax-status/'
+      @endpoint = 'api/tax-status/'
     end
 
     # Retrieve tax status information from a specific fiscal link.
@@ -484,7 +508,7 @@ module Belvo
   class Institution < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'institutions/'
+      @endpoint = 'api/institutions/'
     end
   end
 
@@ -494,7 +518,7 @@ module Belvo
   class WidgetToken < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'token/'
+      @endpoint = 'api/token/'
     end
 
     def create(options: nil)
@@ -514,4 +538,57 @@ module Belvo
       @session.post(@endpoint, body)
     end
   end
+
+  # A InvestmentsPortfolio is a comprehensive view of your user's current
+  # investment holdings
+  class InvestmentsPortfolio < Resource
+    def initialize(session)
+      super(session)
+      @endpoint = 'investments/portfolios/'
+    end
+
+    # Retrieve investments portfolios from an existing link
+    # @param link [String] Link UUID
+    # @param options [InvestmentsPortfolioOptions] Configurable properties
+    # @return [Hash] created investments portfolios details
+    # @raise [RequestError] If response code is different than 2XX
+    def retrieve(link:, options: nil)
+      options = InvestmentsPortfolioOptions.from(options)
+      body = {
+        link: link,
+        token: options.token,
+        save_data: options.save_data || true
+      }.merge(options)
+      body = clean body: body
+      @session.post(@endpoint, body)
+    end
+  end
+
+  # A InvestmentsTransaction gets the existing transactions for an instrument
+  class InvestmentsTransaction < Resource
+    def initialize(session)
+      super(session)
+      @endpoint = 'investments/transactions/'
+    end
+
+    # Retrieve investments transactions from an existing link
+    # @param link [String] Link UUID
+    # @param date_from [String] Date string (YYYY-MM-DD)
+    # @param options [InvestmentsTransactionOptions] Configurable properties
+    # @return [Hash] created investments transactions details
+    # @raise [RequestError] If response code is different than 2XX
+    def retrieve(link:, date_from:, options: nil)
+      options = InvestmentsTransactionOptions.from(options)
+      date_to = options.date_to || Date.today.to_s
+      body = {
+        link: link,
+        date_from: date_from,
+        date_to: date_to,
+        token: options.token,
+        save_data: options.save_data || true
+      }.merge(options)
+      body = clean body: body
+      @session.post(@endpoint, body)
+    end
+  end
 end

data/lib/belvo/version.rb

@@ -2,5 +2,5 @@
 
 module Belvo
   # belvo-ruby current version
-  VERSION = '0.16.0'
+  VERSION = '0.19.3'
 end

data/lib/belvo.rb

@@ -86,6 +86,12 @@ module Belvo
       @recurring_expenses = RecurringExpenses.new @session
     end
 
+    # Provides access to RiskInsights resource
+    # @return [RiskInsights]
+    def risk_insights
+      @risk_insights = RiskInsights.new @session
+    end
+
     # Provides access to TaxComplianceStatus resource
     # @return [TaxComplianceStatus]
     def tax_compliance_status
@@ -115,5 +121,17 @@ module Belvo
     def widget_token
       @widget_token = WidgetToken.new @session
     end
+
+    # Provides access to InvestmentsPortfolio resource
+    # @return [InvestmentsPortfolio]
+    def investments_portfolio
+      @investments_portfolio = InvestmentsPortfolio.new @session
+    end
+
+    # Provides access to InvestmentsTransaction resource
+    # @return [InvestmentsTransaction]
+    def investments_transaction
+      @investments_transaction = InvestmentsTransaction.new @session
+    end
   end
 end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: belvo
 version: !ruby/object:Gem::Version
-  version: 0.16.0
+  version: 0.19.3
 platform: ruby
 authors:
 - Belvo Finance S.L.
 autorequire: 
 bindir: exe
 cert_chain: []
-date: 2021-11-15 00:00:00.000000000 Z
+date: 2022-01-11 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday
@@ -53,7 +53,7 @@ dependencies:
       - !ruby/object:Gem::Version
         version: '0'
 - !ruby/object:Gem::Dependency
-  name: coveralls
+  name: coveralls_reborn
   requirement: !ruby/object:Gem::Requirement
     requirements:
     - - ">="
@@ -146,14 +146,15 @@ executables: []
 extensions: []
 extra_rdoc_files: []
 files:
+- ".circleci/config.yml"
 - ".codeclimate.yml"
+- ".github/CODEOWNERS"
 - ".github/ISSUE_TEMPLATE/feature_request.md"
 - ".github/pull_request_template.md"
 - ".github/workflows/danger-pr-reviews.yml"
 - ".gitignore"
 - ".rspec"
 - ".rubocop.yml"
-- ".travis.yml"
 - CODE_OF_CONDUCT.md
 - Dangerfile
 - Gemfile
@@ -193,7 +194,7 @@ required_rubygems_version: !ruby/object:Gem::Requirement
     - !ruby/object:Gem::Version
       version: '0'
 requirements: []
-rubygems_version: 3.0.8
+rubygems_version: 3.2.32
 signing_key: 
 specification_version: 4
 summary: The Ruby gem for the Belvo API

data/.travis.yml

@@ -1,18 +0,0 @@
-language: ruby
-cache: bundler
-rvm:
-  - 2.5.5
-before_install: gem install bundler -v 2.1.4
-script:
-  - bundle exec rubocop
-  - bundle exec rspec spec
-deploy:
-  provider: rubygems
-  api_key:
-    secure: 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
-  gem: belvo
-  on:
-    tags: true
-    repo: belvo-finance/belvo-ruby
-    branch: master  
-  skip_cleanup: 'true'