coyodlee 0.1.0

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data/.gitignore

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+/.bundle/
+/.yardoc
+/Gemfile.lock
+/_yardoc/
+/coverage/
+/doc/
+/pkg/
+/spec/reports/
+/tmp/
+
+.env
+
+.rbenv-gemsets
+.gems
+*.swp

data/.travis.yml

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+rvm:
+- 2.2.3
+before_install: gem install bundler -v 1.11.2
+env:
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data/CODE_OF_CONDUCT.md

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+# Contributor Code of Conduct
+
+As contributors and maintainers of this project, and in the interest of
+fostering an open and welcoming community, we pledge to respect all people who
+contribute through reporting issues, posting feature requests, updating
+documentation, submitting pull requests or patches, and other activities.
+
+We are committed to making participation in this project a harassment-free
+experience for everyone, regardless of level of experience, gender, gender
+identity and expression, sexual orientation, disability, personal appearance,
+body size, race, ethnicity, age, religion, or nationality.
+
+Examples of unacceptable behavior by participants include:
+
+* The use of sexualized language or imagery
+* Personal attacks
+* Trolling or insulting/derogatory comments
+* Public or private harassment
+* Publishing other's private information, such as physical or electronic
+  addresses, without explicit permission
+* Other unethical or unprofessional conduct
+
+Project maintainers have the right and responsibility to remove, edit, or
+reject comments, commits, code, wiki edits, issues, and other contributions
+that are not aligned to this Code of Conduct, or to ban temporarily or
+permanently any contributor for other behaviors that they deem inappropriate,
+threatening, offensive, or harmful.
+
+By adopting this Code of Conduct, project maintainers commit themselves to
+fairly and consistently applying these principles to every aspect of managing
+this project. Project maintainers who do not follow or enforce the Code of
+Conduct may be permanently removed from the project team.
+
+This code of conduct applies both within project spaces and in public spaces
+when an individual is representing the project or its community.
+
+Instances of abusive, harassing, or otherwise unacceptable behavior may be
+reported by contacting a project maintainer at daniel.dyba@pnmac.com. All
+complaints will be reviewed and investigated and will result in a response that
+is deemed necessary and appropriate to the circumstances. Maintainers are
+obligated to maintain confidentiality with regard to the reporter of an
+incident.
+
+This Code of Conduct is adapted from the [Contributor Covenant][homepage],
+version 1.3.0, available at
+[http://contributor-covenant.org/version/1/3/0/][version]
+
+[homepage]: http://contributor-covenant.org
+[version]: http://contributor-covenant.org/version/1/3/0/

data/Gemfile

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+source 'https://rubygems.org'
+
+gem 'yajl-ruby', require: 'yajl'
+
+gemspec

data/LICENSE.txt

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+The MIT License (MIT)
+
+Copyright (c) 2016 Daniel Dyba
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in
+all copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
+THE SOFTWARE.

data/README.md

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+# Coyodlee
+[![Build Status](https://travis-ci.com/pennymac/coyodlee.svg?token=KvBtKQs616ELBMQxp2n7&branch=master)](https://travis-ci.com/pennymac/coyodlee)
+[![Maintainability](https://api.codeclimate.com/v1/badges/f36b069069540b196fbd/maintainability)](https://codeclimate.com/github/pennymac/coyodlee/maintainability)
+
+## Setup
+
+In sandbox mode, point the ```base_url``` to ```https://developer.api.yodlee.com/ysl/restserver/v1```.
+
+Export the following environment variables:
+
+<table>
+  <tr>
+    <td><strong>Environment Variables</strong></td>
+    <td><strong>Description</td>
+  </tr>
+  <tr>
+    <td>YODLEE_COBRAND_LOGIN</td>
+    <td>The Yodlee cobrand login</td>
+  <tr/>
+  <tr>
+    <td>YODLEE_COBRAND_PASSWORD</td>
+    <td>The Yodlee cobrand password</td>
+  <tr/>
+</table>
+
+## Installation
+
+Add this line to your application's Gemfile:
+
+```ruby
+gem 'coyodlee'
+```
+
+And then execute:
+
+    $ bundle
+
+Or install it yourself as:
+
+    $ gem install coyodlee
+
+## Usage
+
+This API exposes a ```setup``` method:
+
+``` ruby
+require 'coyodlee'
+
+Coyodlee.setup do |config|
+  config.base_url = ENV['YODLEE_BASE_URL']
+  config.cobrand_login = ENV['YODLEE_COBRAND_LOGIN']
+  config.cobrand_password = ENV['YODLEE_COBRAND_PASSWORD']
+end
+
+require 'coyodlee/sessions'
+
+cob_session = Coyodlee::Sessions::CobrandSession.new
+cob_session.login login_name: Coyodlee.cobrand_login, password: Coyodlee.cobrand_password
+
+user_session = Coyodlee::Sessions::UserSession.new(cobrand_session: cob_session)
+user_session.login login_name: 'yodlee-test-user-login', password: 'yodlee-test-user-password'
+
+require 'coyodlee/client'
+
+client = Coyodlee::Client.new(user_session)
+resp = client.get_accounts
+
+require 'json'
+
+# Print all accounts for the test user
+puts JSON.parse(resp.body)
+```
+
+## Testing
+
+To run tests: ```bundle exec rake test```.
+
+All tests are written in Minitest and HTTP requests are recorded using VCR.
+
+## Development
+
+After checking out the repo, run `bin/setup` to install dependencies. Then, run `rake test` 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).
+
+## Why another Yodlee Ruby library?
+
+* This library supports Yodlee's newer RESTful API. [yodlee-icious](https://github.com/liftforward/yodlee-icious) supports the older RESTful wrapper over the SOAP API.
+* This library aims to be comprehensive in its feature set. [yodlee](https://github.com/aasmith/yodlee) only supports retrieving data from Yodlee MoneyCenter.
+
+## Contributing
+
+Bug reports and pull requests are welcome on GitHub at https://github.com/pennymac/coyodlee. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the [Contributor Covenant](http://contributor-covenant.org) code of conduct.
+
+## License
+
+The gem is available as open source under the terms of the [MIT License](http://opensource.org/licenses/MIT).
+

data/Rakefile

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+require "bundler/gem_tasks"
+require "rake/testtask"
+
+Rake::TestTask.new(:test) do |t|
+  t.libs << "test"
+  t.libs << "lib"
+  t.test_files = FileList['test/**/*_test.rb']
+end
+
+task :default => :test

data/bin/console

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+#!/usr/bin/env ruby
+
+require "bundler/setup"
+require "coyodlee"
+
+# You can add fixtures and/or initialization code here to make experimenting
+# with your gem easier. You can also use a different console, if you like.
+
+# (If you use this, don't forget to add pry to your Gemfile!)
+# require "pry"
+# Pry.start
+
+require "irb"
+IRB.start

data/bin/setup

@@ -0,0 +1,8 @@
+#!/usr/bin/env bash
+set -euo pipefail
+IFS=$'\n\t'
+set -vx
+
+bundle install
+
+# Do any other automated setup that you need to do here

data/coyodlee.gemspec

@@ -0,0 +1,32 @@
+# coding: utf-8
+lib = File.expand_path('../lib', __FILE__)
+$LOAD_PATH.unshift(lib) unless $LOAD_PATH.include?(lib)
+require 'coyodlee/version'
+
+Gem::Specification.new do |spec|
+  spec.name          = "coyodlee"
+  spec.version       = Coyodlee::VERSION
+  spec.authors       = ["Daniel Dyba"]
+  spec.email         = ["daniel.dyba@gmail.com"]
+
+  spec.summary       = %q{A Ruby wrapper client for Envestnet's Yodlee API}
+  spec.description   = %q{A Ruby wrapper client for Envestnet's Yodlee API. For details about the API endpoints, sign in to https://developer.yodlee.com}
+  spec.homepage      = "https://github.com/pennymac/coyodlee"
+  spec.license       = "MIT"
+
+  spec.files         = `git ls-files -z`.split("\x0").reject { |f| f.match(%r{^(test|spec|features)/}) }
+  spec.bindir        = "exe"
+  spec.executables   = spec.files.grep(%r{^exe/}) { |f| File.basename(f) }
+  spec.require_paths = ["lib"]
+
+  spec.add_dependency "rest-client", "~> 2.0"
+
+  spec.add_development_dependency "bundler", "~> 1.11"
+  spec.add_development_dependency "rake", "~> 10.0"
+  spec.add_development_dependency "minitest", "~> 5.0"
+  spec.add_development_dependency "vcr", "~> 3.0"
+  spec.add_development_dependency "webmock", '~> 3.1'
+  spec.add_development_dependency "yard", '~> 0.9'
+  spec.add_development_dependency "activesupport", '5.1'
+  spec.add_development_dependency "travis", '~> 1.8'
+end

data/lib/coyodlee/client.rb

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+require_relative 'utils'
+
+module Coyodlee
+  class Client
+    include Utils
+
+    def initialize(session)
+      @session = session
+    end
+
+    def get_accounts
+      HttpWrapper.get(
+        url: build_url('/accounts'),
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_account_details(account_id:, container:)
+      params = [:container]
+                  .map { |sym| uncapitalized_camelize sym.to_s }
+                  .zip([container])
+                  .reject { |query, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url("/accounts/#{account_id}"),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def update_account(account_id:, body:)
+      HttpWrapper.put(
+        url: build_url("/accounts/#{account_id}"),
+        body: body,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json,
+          content_type: :json
+        }
+      )
+    end
+
+    def delete_account(id:)
+      HttpWrapper.delete(
+        url: build_url("/accounts/#{account_id}"),
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def add_manual_account(body:)
+      HttpWrapper.post(
+        url: build_url("/accounts"),
+        body: body,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_investment_options(_include: '', account_recon_type: '', account_id: '')
+      params = [:_include, :account_recon_type, :account_id]
+                  .map { |sym| uncapitalized_camelize sym.to_s }
+                  .map { |sym| sub_underscore sym.to_s }
+                  .zip([_include, account_recon_type, account_id])
+                  .reject { |query, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/accounts/investmentPlan/investmentOptions'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_historical_balances(
+          include_cf: '',
+          account_id: '',
+          from_date: '',
+          to_date: '',
+          interval: '',
+          account_recon_type: '',
+          skip: '',
+          top: ''
+        )
+      params = [:include_cf, :account_id, :from_date, :to_date, :interval, :account_recon_type, :skip, :top]
+                  .map { |sym| uncapitalized_camelize sym.to_s }
+                  .zip([include_cf, account_id, from_date, to_date, interval, account_recon_type, skip, top])
+                  .reject { |query, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/accounts/historicalBalances'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_holdings(
+          _include: '',
+          account_id: '',
+          provider_account_id: '',
+          asset_classification__asset_classification_type: '',
+          classification_value: '',
+          account_recon_type: ''
+        )
+      params = [:_include, :account_id, :provider_account_id, :asset_classification__asset_classification_type, :classification_value, :account_recon_type]
+                  .map { |sym| uncapitalized_camelize sym.to_s }
+                  .map { |sym| sub_underscore sym.to_s }
+                  .map { |sym| sub_double_underscore sym.to_s }
+                  .zip([_include, account_id, provider_account_id, asset_classification__asset_classification_type, classification_value, account_recon_type])
+                  .reject { |query, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/holdings'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_extended_securities_info(holding_id: '')
+      params = [:holding_id]
+                  .map { |sym| uncapitalized_camelize sym.to_s }
+                  .zip([holding_id])
+                  .reject { |query, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/holdings/securities'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_holding_type_list
+      HttpWrapper.get(
+        url: build_url('/holdings/holdingTypeList'),
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_asset_classification_list
+      HttpWrapper.get(
+        url: build_url('/holdings/assetClassificationList'),
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_provider_details(provider_id:, provider_account_id:)
+      params = [:provider_account_id]
+                  .map { |sym| uncapitalized_camelize sym.to_s }
+                  .zip([provider_account_id])
+                  .reject { |query, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.post(
+        url: build_url("/providers/#{provider_id}"),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_providers(
+          priority: '',
+          capability: '',
+          additional_data_set: '',
+          name: '',
+          skip: '',
+          top: '',
+          classification: ''
+        )
+      params = [:priority, :capability, :additional_data_set, :name, :skip, :top, :classification]
+                  .map { |sym| uncapitalized_camelize sym.to_s }
+                  .map { |sym| sub_underscore sym.to_s }
+                  .map { |sym| sub_double_underscore sym.to_s }
+                  .zip([priority, capability, additional_data_set, name, skip, top, classification])
+                  .reject { |query, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/providers'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def verify_provider_account(body:)
+      HttpWrapper.put(
+        url: build_url('/providerAccounts/verification'),
+        body: body,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_verification_status(provider_account_id:)
+      HttpWrapper.get(
+        url: build_url("/providerAccounts/verification/#{provider_account_id}"),
+        body: body,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def update_provider_account(body:)
+      HttpWrapper.put(
+        url: build_url('/provideAccounts'),
+        body: body,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def delete_provider_account(provider_account_id:)
+      HttpWrapper.delete(
+        url: build_url("/providerAccounts/#{provider_account_id}"),
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_provider_account_details(provider_account_id:, _include: '')
+      params = [:provider_account_id, :_include]
+                  .map { |sym| uncapitalized_camelize sym.to_s }
+                  .zip([provider_account_id, _include])
+                  .reject { |query, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url("/providerAccounts/#{provider_account_id}"),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_provider_accounts
+      HttpWrapper.get(
+        url: build_url('/providerAccounts'),
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def add_provider_account(provider_id:, body:)
+      params = [:provider_id]
+                  .map { |sym| uncapitalized_camelize sym.to_s }
+                  .zip([provider_id])
+                  .reject { |query, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.post(
+        url: build_url('/providerAccounts'),
+        params: params,
+        body: body,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_transactions_count(params={})
+      params = params
+                  .map { |sym, val| [uncapitalized_camelize(sym.to_s), val] }
+                  .reject { |_, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/transactions/count'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_transaction_categorization_rules
+      HttpWrapper.get(
+        url: build_url('/transactions/categories/rules'),
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def create_transaction_categorization_rule(body:)
+      HttpWrapper.post(
+        url: build_url('/transactions/categories/rules'),
+        body: body,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def update_transaction_categorization_rule(rule_id:, body:)
+      HttpWrapper.put(
+        url: build_url("/transactions/categories/rules/#{rule_id}"),
+        body: body,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def delete_transaction_categorization_rule(rule_id:)
+      HttpWrapper.delete(
+        url: build_url("/transactions/categories/rules/#{rule_id}"),
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def run_transaction_categorization_rule(rule_id:)
+      params = { action: 'run'}
+      HttpWrapper.post(
+        url: build_url("/transactions/categories/rules/#{rule_id}"),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def run_all_transaction_categorization_rules
+      params = { action: 'run'}
+      HttpWrapper.post(
+        url: build_url('/transactions/categories/rules'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def delete_transaction_category(category_id:)
+      HttpWrapper.delete(
+        url: build_url("/transactions/categories/#{category_id}"),
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def update_transaction_category(category_id:, container:, category_name:, transaction_id:)
+      params = [:container, :category_name, :transaction_id]
+                  .map { |sym, val| [uncapitalized_camelize(sym.to_s), val] }
+                  .zip([container, category_name, transaction_id])
+                  .reject { |_, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.put(
+        url: build_url("/transactions/categories/#{category_id}"),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_transaction_category_list
+      HttpWrapper.get(
+        url: build_url('/transactions/categories'),
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def create_category(body:)
+      HttpWrapper.post(
+        url: build_url('/transactions/categories'),
+        body: body,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def update_category(body:)
+      HttpWrapper.put(
+        url: build_url('/transactions/categories'),
+        body: body,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_transactions(params={})
+      params = params
+                  .map { |sym, val| [uncapitalized_camelize(sym.to_s), val] }
+                  .reject { |_, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/transactions'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_statements(params={})
+      params = params
+                  .map { |sym, val| [uncapitalized_camelize(sym.to_s), val] }
+                  .reject { |_, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/statements'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_transaction_summary(group_by:, params: {})
+      params = params
+                  .merge({ group_by: group_by })
+                  .map { |sym, val| [uncapitalized_camelize(sym.to_s), val] }
+                  .reject { |_, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/derived/transactionSummary'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_holding_summary(params={})
+      params = params
+                  .map { |sym, val| [uncapitalized_camelize(sym.to_s), val] }
+                  .map { |sym, val| [sub_underscore(sym.to_s), val] }
+                  .reject { |_, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/derived/holdingSummary'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_networth_summary(params={})
+      params = params
+                  .map { |sym, val| [uncapitalized_camelize(sym.to_s), val] }
+                  .map { |sym, val| [sub_underscore(sym.to_s), val] }
+                  .reject { |_, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/derived/networth'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_extract_events(event_name:, from_date:, to_date:)
+      params = [:event_name, :from_date, :to_date]
+                  .map { |sym| uncapitalized_camelize sym.to_s }
+                  .zip([event_name, from_date, to_date])
+                  .reject { |_, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/dataExtracts/events'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+
+    def get_user_data(login_name:, from_date:, to_date:)
+      params = [:login_name, :from_date, :to_date]
+                  .map { |sym| uncapitalized_camelize sym.to_s }
+                  .zip([login_name, from_date, to_date])
+                  .reject { |_, value| value.to_s.strip.empty? }
+                  .to_h
+      HttpWrapper.get(
+        url: build_url('/dataExtracts/userData'),
+        params: params,
+        headers: {
+          authorization: @session.auth_header,
+          accept: :json
+        }
+      )
+    end
+  end
+end

data/lib/coyodlee/http_wrapper.rb

@@ -0,0 +1,27 @@
+require "rest-client"
+
+module Coyodlee
+  module HttpWrapper
+    class << self
+      def get(url:, params: {}, headers: {})
+        if params.empty?
+          RestClient.get(url, headers)
+        else
+          RestClient.get(url, { params: params }.merge(headers))
+        end
+      end
+
+      def post(url:, body:, headers: {})
+        RestClient.post(url, body, headers)
+      end
+
+      def put(url:, body:, headers: {})
+        RestClient.put(url, body, headers)
+      end
+
+      def delete(url:, headers: {})
+        RestClient.delete(url, nil, headers)
+      end
+    end
+  end
+end

data/lib/coyodlee/sessions/cobrand_session.rb

@@ -0,0 +1,50 @@
+require 'json'
+
+module Coyodlee
+  module Sessions
+    class CobrandSession
+      # Holds the cobrand session token
+      #
+      # @return [String] the cobrand session token
+      attr_reader :token
+
+      # Creates a new cobrand session
+      def initialize
+        @token = ''
+      end
+
+      # Initiates a cobrand session
+      #
+      # @return the underlying response object for the HTTP client you've selected, RestClient by default
+      def login(login_name:, password:)
+        HttpWrapper.post(
+          url: "#{::Coyodlee.base_url}/cobrand/login",
+          body: {
+            cobrand: {
+              cobrandLogin: login_name,
+              cobrandPassword: password,
+              locale: 'en_US'
+            }
+          }.to_json,
+          headers: { content_type: :json, accept: :json }
+        ).tap { |response|
+          @token = JSON.parse(response.body)['session']['cobSession']
+        }
+      end
+
+      # Returns a string containing the cobrand session token which can be used as the value of the Authorization HTTP header
+      def auth_header
+        @token.empty? ? '' : "cobSession=#{@token}"
+      end
+
+      # Terminates the cobrand session
+      #
+      # @return the underlying response object for the HTTP client you've selected, RestClient by default
+      def logout
+        HttpWrapper.post(
+          url: "#{::Coyodlee.base_url}/cobrand/logout"
+        )
+      end
+    end
+  end
+end

data/lib/coyodlee/sessions/user_session.rb

@@ -0,0 +1,60 @@
+require 'json'
+
+module Coyodlee
+  module Sessions
+    class UserSession
+      # Holds the user session token
+      #
+      # @return [String] the user session token
+      attr_reader :token
+
+      # Creates a new user session
+      #
+      # @param cobrand_session [CobrandSession] the cobrand session
+      def initialize(cobrand_session:)
+        @token = ''
+        @cobrand_session = cobrand_session
+      end
+
+      # Initiates a user session. If the login is successful, the {#token} will be
+      # set
+      #
+      # @param login_name [String] the login name of the user
+      # @param password [String] the password of the user
+      # @return the underlying response object for the HTTP client you've selected, RestClient by default
+      def login(login_name:, password:)
+        HttpWrapper.post(
+          url: "#{::Coyodlee.base_url}/user/login",
+          body: {
+            user: {
+              loginName: login_name,
+              password: password,
+              locale: 'en_US'
+            }
+          }.to_json,
+          headers: {
+            content_type: :json,
+            accept: :json,
+            authorization: @cobrand_session.auth_header
+          }
+        ).tap { |response|
+          @token = JSON.parse(response.body)['user']['session']['userSession']
+        }
+      end
+
+      # Returns a string containing the cobrand session token and the user session token which can be used as the value of the Authorization HTTP header
+      def auth_header
+        @token.empty? ? '' : "cobSession=#{@cobrand_session.token},userSession=#{@token}"
+      end
+
+      # Terminates the user session
+      #
+      # @return the underlying response object for the HTTP client you've selected, RestClient by default
+      def logout
+        HttpWrapper.post(
+          url: "#{::Coyodlee.base_url}/user/logout"
+        )
+      end
+    end
+  end
+end

data/lib/coyodlee/sessions.rb

@@ -0,0 +1,2 @@
+require_relative 'sessions/cobrand_session'
+require_relative 'sessions/user_session'

data/lib/coyodlee/utils.rb

@@ -0,0 +1,26 @@
+module Coyodlee
+  module Utils
+    # Converts a string to camel-case with the first letter uncapitalized
+    # @param str [String] The string to modify
+    # @return [String] The string as camel-cased with the first letter uncapitalized
+    def uncapitalized_camelize(str)
+      str
+        .split('_')
+        .map { |w| w.capitalize }
+        .join
+        .tap { |w| w[0] = w[0].downcase }
+    end
+
+    def sub_underscore(str)
+      str.sub(/^_/, '')
+    end
+
+    def sub_double_underscore(str)
+      str.gsub(/__/, '.')
+    end
+
+    def build_url(path)
+      ::Coyodlee.base_url.to_s + path
+    end
+  end
+end

data/lib/coyodlee/version.rb

@@ -0,0 +1,3 @@
+module Coyodlee
+  VERSION = "0.1.0"
+end

data/lib/coyodlee.rb

@@ -0,0 +1,26 @@
+require_relative 'coyodlee/version'
+require_relative 'coyodlee/http_wrapper'
+require 'json'
+require 'yajl'
+
+# The global Yodlee configuration object
+module Coyodlee
+
+  class << self
+    # The base url Yodlee provides for your cobrand
+    # @return [String] The base url Yodlee provides for your cobrand
+    attr_accessor :base_url
+    # The login of your cobrand
+    # @return [String] The login of your cobrand
+    attr_accessor :cobrand_login
+    # The password of your cobrand
+    # @return [String] The password of your cobrand
+    attr_accessor :cobrand_password
+
+    # The method to configure Yodlee parameters. Use this to set the global parameters such as {Yodlee.base_url}, {Yodlee.cobrand_login}, and {Yodlee.cobrand_password}
+    # @yieldparam config [Yodlee] The Yodlee object
+    def setup &block
+      yield self
+    end
+  end
+end

metadata

@@ -0,0 +1,189 @@
+--- !ruby/object:Gem::Specification
+name: coyodlee
+version: !ruby/object:Gem::Version
+  version: 0.1.0
+platform: ruby
+authors:
+- Daniel Dyba
+autorequire: 
+bindir: exe
+cert_chain: []
+date: 2017-12-27 00:00:00.000000000 Z
+dependencies:
+- !ruby/object:Gem::Dependency
+  name: rest-client
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '2.0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '2.0'
+- !ruby/object:Gem::Dependency
+  name: bundler
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.11'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.11'
+- !ruby/object:Gem::Dependency
+  name: rake
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '10.0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '10.0'
+- !ruby/object:Gem::Dependency
+  name: minitest
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '5.0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '5.0'
+- !ruby/object:Gem::Dependency
+  name: vcr
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '3.0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '3.0'
+- !ruby/object:Gem::Dependency
+  name: webmock
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '3.1'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '3.1'
+- !ruby/object:Gem::Dependency
+  name: yard
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '0.9'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '0.9'
+- !ruby/object:Gem::Dependency
+  name: activesupport
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - '='
+      - !ruby/object:Gem::Version
+        version: '5.1'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - '='
+      - !ruby/object:Gem::Version
+        version: '5.1'
+- !ruby/object:Gem::Dependency
+  name: travis
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.8'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '1.8'
+description: A Ruby wrapper client for Envestnet's Yodlee API. For details about the
+  API endpoints, sign in to https://developer.yodlee.com
+email:
+- daniel.dyba@gmail.com
+executables: []
+extensions: []
+extra_rdoc_files: []
+files:
+- ".gitignore"
+- ".travis.yml"
+- CODE_OF_CONDUCT.md
+- Gemfile
+- LICENSE.txt
+- README.md
+- Rakefile
+- bin/console
+- bin/setup
+- coyodlee.gemspec
+- lib/coyodlee.rb
+- lib/coyodlee/client.rb
+- lib/coyodlee/http_wrapper.rb
+- lib/coyodlee/sessions.rb
+- lib/coyodlee/sessions/cobrand_session.rb
+- lib/coyodlee/sessions/user_session.rb
+- lib/coyodlee/utils.rb
+- lib/coyodlee/version.rb
+homepage: https://github.com/pennymac/coyodlee
+licenses:
+- MIT
+metadata: {}
+post_install_message: 
+rdoc_options: []
+require_paths:
+- lib
+required_ruby_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: '0'
+required_rubygems_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: '0'
+requirements: []
+rubyforge_project: 
+rubygems_version: 2.5.2
+signing_key: 
+specification_version: 4
+summary: A Ruby wrapper client for Envestnet's Yodlee API
+test_files: []