coyodlee 0.1.0 → 0.2.0

data/lib/coyodlee/facades/cobrand_facade.rb

@@ -0,0 +1,32 @@
+module Coyodlee
+  module Facades
+    class CobrandFacade
+      def initialize(request_facade)
+        @request_facade = request_facade
+      end
+
+      def login(login_name:, password:)
+        body = {
+          cobrand: {
+            cobrandLogin: login_name,
+            cobrandPassword: password,
+            locale: 'en_US'
+          }
+        }.to_json
+        headers = { 'Content-Type' => 'application/json', 'Accept' => 'application/json' }
+        req = @request_facade.build(:post, 'cobrand/login', headers: headers, body: body)
+        @request_facade.execute(req)
+      end
+
+      def logout
+        req = @request_facade.build(:post, 'cobrand/logout')
+        @request_facade.execute(req)
+      end
+
+      def public_key
+        req = @request_facade.build(:get, 'cobrand/publicKey')
+        @request_facade.execute(req)
+      end
+    end
+  end
+end

data/lib/coyodlee/facades/holdings_facade.rb

@@ -0,0 +1,33 @@
+module Coyodlee
+  module Facades
+    class HoldingsFacade
+      def initialize(request_facade)
+        @request_facade = request_facade
+      end
+
+      def all(params={})
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:get, 'holdings', headers: headers, params: params)
+        @request_facade.execute(req)
+      end
+
+      def extended_securities_info(params={})
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:get, 'holdings/securities', headers: headers, params: params)
+        @request_facade.execute(req)
+      end
+
+      def holding_type_list
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:get, 'holdings/holdingTypeList', headers: headers)
+        @request_facade.execute(req)
+      end
+
+      def asset_classification_list
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:get, 'holdings/assetClassificationList', headers: headers)
+        @request_facade.execute(req)
+      end
+    end
+  end
+end

data/lib/coyodlee/facades/provider_accounts_facade.rb

@@ -0,0 +1,52 @@
+module Coyodlee
+  module Facades
+    class ProviderAccountsFacade
+      def initialize(request_facade)
+        @request_facade = request_facade
+      end
+
+      def provider_accounts
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:get, 'providerAccounts', headers: headers)
+        @request_facade.execute(req)
+      end
+
+      def verify(body:)
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:put, 'providerAccounts/verification', headers: headers, body: body.to_json)
+        @request_facade.execute(req)
+      end
+
+      def verification_status(provider_account_id:)
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:get, "providerAccounts/verification/#{provider_account_id}", headers: headers)
+        @request_facade.execute(req)
+      end
+
+      def update(body:)
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:put, 'providerAccounts', headers: headers, body: body.to_json)
+        @request_facade.execute(req)
+      end
+
+      def delete(provider_account_id:)
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:delete, "providerAccounts/#{provider_account_id}", headers: headers)
+        @request_facade.execute(req)
+      end
+
+      def details(provider_account_id:, params: {})
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:get, "providerAccounts/#{provider_account_id}", headers: headers, params: params)
+        @request_facade.execute(req)
+      end
+
+      def add(provider_id:, body:)
+        headers = { 'Accept' => 'application/json' }
+        params = { 'providerId' => provider_id }
+        req = @request_facade.build(:post, "providerAccounts", headers: headers, params: params, body: body)
+        @request_facade.execute(req)
+      end
+    end
+  end
+end

data/lib/coyodlee/facades/transactions_facade.rb

@@ -0,0 +1,88 @@
+module Coyodlee
+  module Facades
+    class TransactionsFacade
+      def initialize(request_facade)
+        @request_facade = request_facade
+      end
+
+      def count(params={})
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:get, 'transactions/count', params: params, headers: headers)
+        @request_facade.execute(req)
+      end
+
+      def all(params={})
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:get, 'transactions', params: params, headers: headers)
+        @request_facade.execute(req)
+      end
+
+      def categorization_rules
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:get, 'transactions/categories/rules', headers: headers)
+        @request_facade.execute(req)
+      end
+
+      def create_categorization_rule(body:)
+        headers = { 'Accept' => 'application/json', 'Content-Type' => 'application/json' }
+        req = @request_facade.build(:post, 'transactions/categories/rules', headers: headers, body: body.to_json)
+        @request_facade.execute(req)
+      end
+
+      def update_categorization_rule(rule_id:, body:)
+        headers = { 'Accept' => 'application/json', 'Content-Type' => 'application/json' }
+        req = @request_facade.build(:put, "transactions/categories/rules/#{rule_id}", headers: headers, body: body.to_json)
+        @request_facade.execute(req)
+      end
+
+      def delete_categorization_rule(rule_id:)
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:put, "transactions/categories/rules/#{rule_id}", headers: headers)
+        @request_facade.execute(req)
+      end
+
+      def run_categorization_rule(rule_id:)
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:post, "transactions/categories/rules/#{rule_id}", headers: headers)
+        @request_facade.execute(req)
+      end
+
+      def run_all_categorization_rules
+        params = { 'action' => 'run' }
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:post, 'transactions/categories/rules', headers: headers, params: params)
+        @request_facade.execute(req)
+      end
+
+      def update(transaction_id:, body: {})
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:put, "transactions/#{transaction_id}", headers: headers, body: body)
+        @request_facade.execute(req)
+      end
+
+      def category_list
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:get, 'transactions/categories', headers: headers)
+        @request_facade.execute(req)
+      end
+
+      def create_category(body:)
+        headers = { 'Accept' => 'application/json', 'Content-Type' => 'application/json' }
+        req = @request_facade.build(:post, 'transactions/categories', headers: headers, body: body.to_json)
+        @request_facade.execute(req)
+      end
+
+      def update_category(body:)
+        headers = { 'Accept' => 'application/json', 'Content-Type' => 'application/json' }
+        req = @request_facade.build(:put, 'transactions/categories', headers: headers, body: body.to_json)
+        @request_facade.execute(req)
+      end
+
+      def delete_category(category_id:)
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:delete, "transactions/categories/#{category_id}", headers: headers)
+        @request_facade.execute(req)
+      end
+    end
+  end
+end

data/lib/coyodlee/facades/user_facade.rb

@@ -0,0 +1,39 @@
+module Coyodlee
+  module Facades
+    class UserFacade
+      def initialize(request_facade)
+        @request_facade = request_facade
+      end
+
+      def login(login_name:, password:)
+        headers = { 'Accept' => 'application/json', 'Content-Type' => 'application/json' }
+        body = {
+          user: {
+            loginName: login_name,
+            password: password,
+            locale: 'en_US'
+          }
+        }.to_json
+        req = @request_facade.build(:post, 'user/login', headers: headers, body: body)
+        @request_facade.execute(req)
+      end
+
+      def register(login_name:, password:)
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:post, 'user/logout', headers: headers)
+        @request_facade.execute(req)
+      end
+
+      def unregister
+        req = @request_facade.build(:delete, 'user/unregister')
+        @request_facade.execute(req)
+      end
+
+      def logout(login_name:, password:)
+        headers = { 'Accept' => 'application/json' }
+        req = @request_facade.build(:post, 'user/logout', headers: headers)
+        @request_facade.execute(req)
+      end
+    end
+  end
+end

data/lib/coyodlee/session.rb

@@ -0,0 +1,46 @@
+require_relative 'session_authorization'
+require_relative 'session_tokens'
+require 'json'
+
+module Coyodlee
+  class Session
+    attr_reader :authorization
+    attr_writer :cobrand_session_token_klass
+    attr_writer :user_session_token_klass
+
+    class << self
+      def create(request_facade)
+        new(request_facade: request_facade,
+            session_authorization: SessionAuthorization.new).tap do |session|
+          session.cobrand_session_token_klass = CobrandSessionToken
+          session.user_session_token_klass = UserSessionToken
+        end
+      end
+    end
+
+    def initialize(request_facade:, session_authorization:)
+      @api = request_facade
+      @authorization = session_authorization
+    end
+
+    def login_cobrand(login_name:, password:)
+      @api.login_cobrand(login_name: login_name,
+                         password: password).tap do |res|
+        body = JSON.parse(res.body)
+        token = body.dig('session', 'cobSession')
+        @authorization.authorize_cobrand(@cobrand_session_token_klass.new(token))
+        @api.authorize(@authorization)
+      end
+    end
+
+    def login_user(login_name:, password:)
+      @api.login_user(login_name: login_name,
+                      password: password).tap do |res|
+        body = JSON.parse(res.body)
+        token = body.dig('user', 'session', 'userSession')
+        @authorization.authorize_user(@user_session_token_klass.new(token))
+        @api.authorize(@authorization)
+      end
+    end
+  end
+end

data/lib/coyodlee/session_authorization.rb

@@ -0,0 +1,25 @@
+require_relative 'session_tokens'
+
+module Coyodlee
+  class SessionAuthorization
+    def initialize(cobrand_session_token: NullSessionToken.new, user_session_token: NullSessionToken.new)
+      @cobrand_session_token = cobrand_session_token
+      @user_session_token = user_session_token
+    end
+
+    def authorize_cobrand(cobrand_session_token)
+      @cobrand_session_token = cobrand_session_token
+    end
+
+    def authorize_user(user_session_token)
+      @user_session_token = user_session_token
+    end
+
+    def to_s
+      [@cobrand_session_token, @user_session_token]
+        .select { |t| t.present? }
+        .map(&:to_s)
+        .join(',')
+    end
+  end
+end

data/lib/coyodlee/session_tokens.rb

@@ -0,0 +1,39 @@
+module Coyodlee
+  class NullSessionToken
+    def present?
+      false
+    end
+
+    def to_s
+      ''
+    end
+  end
+
+  class UserSessionToken
+    def initialize(token='')
+      @token = token
+    end
+
+    def present?
+      !@token.empty?
+    end
+
+    def to_s
+      @token.empty? ? '' : "userSession=#{@token}"
+    end
+  end
+
+  class CobrandSessionToken
+    def initialize(token='')
+      @token = token
+    end
+
+    def present?
+      !@token.empty?
+    end
+
+    def to_s
+      @token.empty? ? '' : "cobSession=#{@token}"
+    end
+  end
+end

data/lib/coyodlee/uri_builder.rb

@@ -0,0 +1,26 @@
+module Coyodlee
+  class UriBuilder
+    attr_reader :host
+
+    def initialize(host:, cobrand: 'restserver', version: 'v1')
+      @cobrand = cobrand
+      @version = version
+      @host = host
+      @path_prefix = 'ysl'
+    end
+
+    def build(resource_path, query: nil, use_ssl: true)
+      uri_builder = use_ssl ? URI::HTTPS : URI::HTTP
+      revised_resource_path = if resource_path.start_with?('/')
+                                resource_path.slice(1..-1)
+                              else
+                                resource_path
+                              end
+      path = [@path_prefix, @cobrand, @version, revised_resource_path]
+               .compact
+               .join('/')
+               .prepend('/')
+      uri_builder.build(host: @host, path: path, query: query)
+    end
+  end
+end

data/lib/coyodlee/version.rb

@@ -1,3 +1,3 @@
 module Coyodlee
-  VERSION = "0.1.0"
+  VERSION = "0.2.0"
 end

metadata

@@ -1,29 +1,29 @@
 --- !ruby/object:Gem::Specification
 name: coyodlee
 version: !ruby/object:Gem::Version
-  version: 0.1.0
+  version: 0.2.0
 platform: ruby
 authors:
 - Daniel Dyba
 autorequire: 
 bindir: exe
 cert_chain: []
-date: 2017-12-27 00:00:00.000000000 Z
+date: 2018-04-04 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
-  name: rest-client
+  name: yajl-ruby
   requirement: !ruby/object:Gem::Requirement
     requirements:
     - - "~>"
       - !ruby/object:Gem::Version
-        version: '2.0'
+        version: 1.3.1
   type: :runtime
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
     requirements:
     - - "~>"
       - !ruby/object:Gem::Version
-        version: '2.0'
+        version: 1.3.1
 - !ruby/object:Gem::Dependency
   name: bundler
   requirement: !ruby/object:Gem::Requirement
@@ -136,6 +136,62 @@ dependencies:
     - - "~>"
       - !ruby/object:Gem::Version
         version: '1.8'
+- !ruby/object:Gem::Dependency
+  name: dotenv
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: pry-byebug
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: byebug
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: pry
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
 description: A Ruby wrapper client for Envestnet's Yodlee API. For details about the
   API endpoints, sign in to https://developer.yodlee.com
 email:
@@ -154,13 +210,20 @@ files:
 - bin/console
 - bin/setup
 - coyodlee.gemspec
+- examples/demo.rb
 - 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/connection.rb
+- lib/coyodlee/facades.rb
+- lib/coyodlee/facades/accounts_facade.rb
+- lib/coyodlee/facades/cobrand_facade.rb
+- lib/coyodlee/facades/holdings_facade.rb
+- lib/coyodlee/facades/provider_accounts_facade.rb
+- lib/coyodlee/facades/transactions_facade.rb
+- lib/coyodlee/facades/user_facade.rb
+- lib/coyodlee/session.rb
+- lib/coyodlee/session_authorization.rb
+- lib/coyodlee/session_tokens.rb
+- lib/coyodlee/uri_builder.rb
 - lib/coyodlee/version.rb
 homepage: https://github.com/pennymac/coyodlee
 licenses:
@@ -182,7 +245,7 @@ required_rubygems_version: !ruby/object:Gem::Requirement
       version: '0'
 requirements: []
 rubyforge_project: 
-rubygems_version: 2.5.2
+rubygems_version: 2.7.3
 signing_key: 
 specification_version: 4
 summary: A Ruby wrapper client for Envestnet's Yodlee API