dinero 0.0.6 → 0.0.7

checksums.yaml

@@ -1,7 +1,7 @@
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data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    dinero (0.0.6)
+    dinero (0.0.7)
       nokogiri (~> 1.6.6)
       selenium-webdriver (~> 3.0)
 

data/README.md

@@ -26,10 +26,12 @@ Much like ActiveRecord sought to standardize the API for accessing and modeling
 
 The following banks are implemented:
 
-* Capital One - https://capitalone.com (only U.S. credit card logins -- there's also banking, loans, investing, business, and Canada/UK credit cards)
-* Capital One 360 - https://capitalone360.com (formerly Ing Direct).  
-* South State Bank - https://www.southstatebank.com/
-* San Diego County Credit Union - https://www.sdccu.com/
+  * Capital One - https://capitalone.com (only U.S. credit card logins -- there's also banking, loans, investing, business, and Canada/UK credit cards)
+  * Capital One 360 - https://capitalone360.com (formerly Ing Direct).  
+  * South State Bank - https://www.southstatebank.com/
+  * San Diego County Credit Union - https://www.sdccu.com/
+  * Georgia's Own Credit Union - https://www.georgiasown.org/
+  * Scottrade - https://www.scottrade.com/
 
 Currently, only Accounts balances are implemented.  The following properties are available on each Account:
 

data/examples/scottrade.rb

@@ -0,0 +1,32 @@
+require_relative '../lib/dinero'
+require 'pry-byebug'
+
+@config = YAML.load_file('spec/config/banks.yml').fetch("scottrade2", {})
+
+@username = @config["username"]
+@password = @config["password"]
+
+def camelize term
+  string = term.to_s.sub(/^[a-z\d]*/) { $&.capitalize }
+  string.gsub!(/(?:_|(\/))([a-z\d]*)/i) { "#{$1}#{$2.capitalize}" }
+  string.gsub!(/\//, '::')
+  string
+end
+
+def show_balances bank
+  puts "Retrieving your bank account information..."
+  bank.accounts
+
+  puts "+" + "-" * 80 + "+"
+  puts "| %35s | %12s | %11s | %11s |" % %w(name number balance available)
+  puts "+" + "-" * 80 + "+"
+  bank.accounts.each do |acct|
+    puts "| %35s | %12s | $%10.2f | $%10.2f |" % [acct.name, acct.number, acct.balance, acct.available]
+  end
+  puts "+" + "-" * 80 + "+"
+end
+
+bank = Dinero::Bank::Scottrade.new(username: @username, password: @password)
+
+bank.login!
+show_balances bank

data/lib/dinero.rb

@@ -10,6 +10,7 @@ require_relative 'dinero/banks/capital_one_360'
 require_relative 'dinero/banks/south_state_bank'
 require_relative 'dinero/banks/sdccu'
 require_relative 'dinero/banks/georgias_own'
+require_relative 'dinero/banks/scottrade'
 
 # Models
 require_relative 'dinero/account'

data/lib/dinero/banks/scottrade.rb

@@ -0,0 +1,119 @@
+module Dinero
+  module Bank
+    # San Diego County Credit Union
+    class Scottrade < Base
+      LOGIN_URL = "https://trading.scottrade.com/default.aspx"
+      CONNECTION_TIMEOUT = 20
+
+      def default_options
+        { timeout: CONNECTION_TIMEOUT, login_url: LOGIN_URL }
+      end
+
+      def post_username!
+        screenshot_on_error do
+          wait.until { connection.find_element(id: "ctl00_body_txtAccountNumber") }
+          username_field = connection.find_element(id: "ctl00_body_txtAccountNumber")
+          username_field.send_keys username
+        end
+      end
+
+      def post_password!
+        screenshot_on_error do
+          password_field = connection.find_element(id: "ctl00_body_txtPassword")
+          password_field.send_keys password
+
+          login_btn = connection.find_element(id: "ctl00_body_btnLogin")
+          login_btn.click
+        end
+      end
+
+      def skip_confirmations_page
+        if connection.page_source =~ /has trade confirmations/
+          button = connection.find_element(id: "ctl00_body_btnViewLater")
+          button.click
+        end
+      end
+
+      # <button type="button" class="ui-button ui-widget ui-state-default ui-corner-all ui-button-text-only" role="button" aria-disabled="false"><span class="ui-button-text">Close</span></button>
+      def skip_monthly_statements_modal
+        if connection.page_source =~ /ui\-dialog\-title\-monthlyStatementsDiv/
+          button = connection.find_element(xpath: "button[@class='ui-button ui-widget ui-state-default ui-corner-all ui-button-text-only']")
+          button.click
+        end
+      end
+
+      def post_credentials!
+        post_username!
+        post_password!
+        skip_confirmations_page
+        skip_monthly_statements_modal
+        expand_bank_table
+      end
+
+      def after_successful_login
+        # the subdomain frequently changes, so capture the actual URL
+        # so we can return to the page if necessary.
+        @accounts_summary_url = connection.current_url
+      end
+
+      def on_accounts_summary_page?
+        connection.page_source =~ /Brokerage Balances/
+      end
+
+      def goto_accounts_summary_page
+        return if authenticated? && on_accounts_summary_page?
+        authenticated? ? connection.navigate.to(@accounts_summary_url) : login!
+      end
+
+      def expand_bank_table
+        return unless connection.page_source =~ /ctl00_PageContent_ctl02_w1_widgetContent1_lblDisplayBankBalanceLink/
+        expand_link = connection.find_element(id: "ctl00_PageContent_ctl02_w1_widgetContent1_lblDisplayBankBalanceLink")
+        expand_link.click
+        wait.until { connection.find_element(id: "bankBalance66") }
+      end
+
+      def brokerage_table
+        accounts_summary_document.css("#ctl00_PageContent_ctl02_w1_widgetContent1_tblBalanceElements66").first
+      end
+
+      def bank_table
+        table = accounts_summary_document.css("#bankBalance66")
+      end
+
+      def brokerage_data
+        rows = brokerage_table.xpath("tbody/tr").map{|tr| tr.xpath("td").map(&:text)}
+        available = rows.shift.last
+        rows.shift
+        rows.shift
+        balance = rows.shift.last
+        return { available: available, balance: balance }
+      end
+
+      def brokerage_account
+        data = brokerage_data
+        Account.new :brokerage, username, username, data[:balance], data[:available]
+      end
+
+      def bank_data
+        rows = bank_table.xpath("tbody/tr").map{|tr| tr.xpath("td").map(&:text)}
+        available = rows.shift.last
+        balance = rows.shift.last
+        return { available: available, balance: balance }
+      rescue
+        return nil
+      end
+
+      def bank_account
+        if data = bank_data
+          Account.new :bank, "Bank", "", data[:balance], data[:available]
+        end
+      end
+
+      # extract account data from the account summary page
+      def accounts
+        return @accounts if @accounts
+        @accounts = [ brokerage_account, bank_account ].compact
+      end
+    end
+  end
+end

data/lib/dinero/version.rb

@@ -1,3 +1,3 @@
 module Dinero
-  VERSION = "0.0.6"
+  VERSION = "0.0.7"
 end

data/spec/banks/scottrade_spec.rb

@@ -0,0 +1,56 @@
+require 'spec_helper'
+
+if bank_configured? :scottrade
+
+  RSpec.describe Dinero::Bank::Scottrade do
+    let(:bank_configuration) { bank_configurations[:scottrade] }
+    let(:account_types) { bank_configuration[:account_types] }
+    let(:accounts) { bank_configuration[:accounts] }
+    let(:acct_name) { bank_configuration[:acct_name] }
+
+    before(:all) do
+      VCR.use_cassette("accounts_scottrade", record: :new_episodes) do
+        @bank = Dinero::Bank::Scottrade.new(bank_configurations[:scottrade])
+        @bank.accounts
+      end
+    end
+
+    it "authenticates" do
+      @bank.login!
+      expect(@bank.authenticated?).to eq true
+    end
+
+    it "retrieves accounts_summary_document" do
+      expect(@bank.accounts_summary_document).to be_kind_of Nokogiri::HTML::Document
+    end
+
+    it "has brokerage_table" do
+      expect(@bank.brokerage_data.size).to eq 2
+    end
+
+    it "gets expected accounts" do
+      expect(@bank.accounts.size).to eq accounts
+    end
+
+    it "extracts account names" do
+      expect(@bank.accounts.map(&:name)).to_not be_empty
+    end
+
+    it "extracts account numbers" do
+      expect(@bank.accounts.map(&:number).first).to start_with "513"
+    end
+
+    it "expects balances to be greater than zero" do
+      expect(@bank.accounts.map(&:balance).any?(&:zero?)).to eq false
+    end
+
+    it "expects availables to be greater than zero for bank accts" do
+      expect(@bank.accounts.map(&:available).any?(&:zero?)).to eq false
+    end
+
+    it "sets account types" do
+      expect(@bank.accounts.map(&:account_type).uniq).to eq account_types
+    end
+  end
+
+end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: dinero
 version: !ruby/object:Gem::Version
-  version: 0.0.6
+  version: 0.0.7
 platform: ruby
 authors:
 - Michael Lang
@@ -169,6 +169,7 @@ files:
 - Rakefile
 - dinero.gemspec
 - examples/get_balances.rb
+- examples/scottrade.rb
 - examples/sdccu.rb
 - lib/dinero.rb
 - lib/dinero/account.rb
@@ -176,6 +177,7 @@ files:
 - lib/dinero/banks/capital_one.rb
 - lib/dinero/banks/capital_one_360.rb
 - lib/dinero/banks/georgias_own.rb
+- lib/dinero/banks/scottrade.rb
 - lib/dinero/banks/sdccu.rb
 - lib/dinero/banks/south_state_bank.rb
 - lib/dinero/version.rb
@@ -183,6 +185,7 @@ files:
 - spec/banks/capital_one_360_spec.rb
 - spec/banks/capital_one_spec.rb
 - spec/banks/georgias_own_spec.rb
+- spec/banks/scottrade_spec.rb
 - spec/banks/sdccu_spec.rb
 - spec/banks/south_state_bank_spec.rb
 - spec/fixtures/vcr_cassettes/.keep
@@ -217,6 +220,7 @@ test_files:
 - spec/banks/capital_one_360_spec.rb
 - spec/banks/capital_one_spec.rb
 - spec/banks/georgias_own_spec.rb
+- spec/banks/scottrade_spec.rb
 - spec/banks/sdccu_spec.rb
 - spec/banks/south_state_bank_spec.rb
 - spec/fixtures/vcr_cassettes/.keep