belvo 0.18.0 → 0.19.2

checksums.yaml

@@ -1,7 +1,7 @@
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-  data.tar.gz: 5cf8afcb0d4399501fd3164574bc11b809d0b13fb424c903853c5de48af286f8
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+  metadata.gz: 827e7bc7c884745ccd3e6821edc3384e1585fd1033cef0e3efef0505898de894642c6d30b288cb2bdc4e131a6661cb35561a61cee5a9c0750e08e09e396d1e94
+  data.tar.gz: 37495bcce07c083dc5a0631b1a78e71a615e60abb9883b8c551d98a4a1c9b5304582f8d8da9f15b5e801e80210f6736872b2ac7d2bd0e8bb7b4d48e67a4dbac5

data/.circleci/config.yml

@@ -46,8 +46,7 @@ workflows:
             - test
           filters:
             branches:
-              only:
-                - master
+              ignore: /.*/
             tags:
               only: /^v.*/
           context:

data/.github/CODEOWNERS

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

data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    belvo (0.18.0)
+    belvo (0.19.2)
       faraday
       faraday_middleware
       typhoeus

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

data/lib/belvo/options.rb

@@ -175,4 +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
@@ -354,7 +354,7 @@ 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
@@ -378,7 +378,7 @@ module Belvo
   class RiskInsights < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'risk-insights/'
+      @endpoint = 'api/risk-insights/'
     end
 
     # Retrieve risk insights information from a specific banking link
@@ -402,7 +402,7 @@ module Belvo
   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.
@@ -433,7 +433,7 @@ module Belvo
   class TaxReturn < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'tax-returns/'
+      @endpoint = 'api/tax-returns/'
     end
 
     class TaxReturnType
@@ -478,7 +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.
@@ -508,7 +508,7 @@ module Belvo
   class Institution < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'institutions/'
+      @endpoint = 'api/institutions/'
     end
   end
 
@@ -518,7 +518,7 @@ module Belvo
   class WidgetToken < Resource
     def initialize(session)
       super(session)
-      @endpoint = 'token/'
+      @endpoint = 'api/token/'
     end
 
     def create(options: nil)
@@ -538,4 +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 = '0.18.0'
+  VERSION = '0.19.2'
 end

data/lib/belvo.rb

@@ -121,5 +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: 0.18.0
+  version: 0.19.2
 platform: ruby
 authors:
 - Belvo Finance S.L.
 autorequire: 
 bindir: exe
 cert_chain: []
-date: 2021-11-19 00:00:00.000000000 Z
+date: 2021-12-01 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday
@@ -148,6 +148,7 @@ 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"
@@ -193,7 +194,7 @@ required_rubygems_version: !ruby/object:Gem::Requirement
     - !ruby/object:Gem::Version
       version: '0'
 requirements: []
-rubygems_version: 3.2.22
+rubygems_version: 3.2.32
 signing_key: 
 specification_version: 4
 summary: The Ruby gem for the Belvo API