coyodlee 0.1.0 → 0.2.0

data/lib/coyodlee/client.rb

@@ -1,550 +0,0 @@
-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