finapps 5.0.26 → 5.0.31
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- checksums.yaml +4 -4
- data/.codeclimate.yml +2 -1
- data/RELEASES.md +49 -0
- data/finapps.gemspec +1 -1
- data/lib/finapps.rb +6 -1
- data/lib/finapps/rest/client.rb +14 -8
- data/lib/finapps/rest/consumers.rb +16 -5
- data/lib/finapps/rest/documents_orders.rb +101 -0
- data/lib/finapps/rest/documents_orders_notifications.rb +14 -0
- data/lib/finapps/rest/esign_templates.rb +11 -0
- data/lib/finapps/rest/signed_documents_downloads.rb +15 -0
- data/lib/finapps/rest/verix/verix_documents.rb +21 -0
- data/lib/finapps/rest/verix/verix_pdf_documents.rb +15 -0
- data/lib/finapps/version.rb +1 -1
- data/spec/rest/consumers_spec.rb +19 -0
- data/spec/rest/documents_orders_notifications_spec.rb +40 -0
- data/spec/rest/documents_orders_spec.rb +287 -0
- data/spec/rest/esign_templates_spec.rb +20 -0
- data/spec/rest/signed_documents_downloads_spec.rb +35 -0
- data/spec/rest/verix/verix_documents_spec.rb +52 -0
- data/spec/rest/verix/verix_pdf_documents_spec.rb +35 -0
- data/spec/rest/verix/verix_records_spec.rb +3 -14
- data/spec/support/fake_api.rb +74 -8
- data/spec/support/fixtures/documents_order.json +75 -0
- data/spec/support/fixtures/documents_orders.json +32 -0
- data/spec/support/fixtures/esign_templates.json +6 -0
- data/spec/support/fixtures/invalid_order_id.json +5 -0
- data/spec/support/fixtures/invalid_signature_id.json +5 -0
- data/spec/support/fixtures/sign_url.json +4 -0
- data/spec/support/fixtures/signed_document.pdf +0 -0
- data/spec/support/fixtures/verix/document/document.pdf +0 -0
- data/spec/support/fixtures/verix/document/list.json +36 -0
- data/spec/support/fixtures/verix/document/show.json +35 -0
- data/spec/support/fixtures/verix/record/create.json +25 -17
- data/spec/support/fixtures/verix/record/list.json +121 -45
- metadata +80 -56
- data/lib/finapps/rest/statements.rb +0 -16
- data/spec/rest/statements_spec.rb +0 -42
- data/spec/support/fixtures/fake_pdf_statement.json +0 -3
checksums.yaml
CHANGED
@@ -1,7 +1,7 @@
|
|
1
1
|
---
|
2
2
|
SHA256:
|
3
|
-
metadata.gz:
|
4
|
-
data.tar.gz:
|
3
|
+
metadata.gz: 9245578f87d01b1010faa9e0f1d426873a24c86f860e83883027b966ba5ac129
|
4
|
+
data.tar.gz: d2b313cbdddb91c8645684727f91b1b7359becbcad1678758a604e43c4e0587c
|
5
5
|
SHA512:
|
6
|
-
metadata.gz:
|
7
|
-
data.tar.gz:
|
6
|
+
metadata.gz: 46be47b08a87fa355fe54b4db658074496561a6cf0f95c32a239f9b7164159b2aa13ce3a9a8030c5050c30086534212e0d947e88875e686a51edaf197d69c47d
|
7
|
+
data.tar.gz: afa0a48469d1538cc2af130a61d5765c4f7dd3e72c24a2c624a20d28f6436d16074b8e73bb25f68c4751946ea1b062b2438309173857ebbe1a314b18948ff874
|
data/.codeclimate.yml
CHANGED
data/RELEASES.md
CHANGED
@@ -1,3 +1,52 @@
|
|
1
|
+
## [5.0.31] - 2020-06-11
|
2
|
+
|
3
|
+
### Changed
|
4
|
+
* Consumer and Doc-order search to query names on spaces ([#224][i224])
|
5
|
+
|
6
|
+
[i224]: https://github.com/finapps/ruby-client/issues/224
|
7
|
+
|
8
|
+
[5.0.31]: https://github.com/finapps/ruby-client/compare/5.0.30...5.0.31
|
9
|
+
|
10
|
+
## [5.0.30] - 2020-05-28
|
11
|
+
|
12
|
+
### Added
|
13
|
+
* New esign endpoints ([#222][i222])
|
14
|
+
|
15
|
+
### Changed
|
16
|
+
* Search query for documents orders ([#221][i221])
|
17
|
+
|
18
|
+
[i221]: https://github.com/finapps/ruby-client/issues/221
|
19
|
+
[i222]: https://github.com/finapps/ruby-client/issues/222
|
20
|
+
|
21
|
+
[5.0.30]: https://github.com/finapps/ruby-client/compare/5.0.29...5.0.30
|
22
|
+
|
23
|
+
## [5.0.29] - 2020-05-08
|
24
|
+
|
25
|
+
### Added
|
26
|
+
* Document-orders endpoints ([#219][i219])
|
27
|
+
|
28
|
+
[i219]: https://github.com/finapps/ruby-client/issues/219
|
29
|
+
|
30
|
+
[5.0.29]: https://github.com/finapps/ruby-client/compare/5.0.28...5.0.29
|
31
|
+
|
32
|
+
## [5.0.28] - 2020-02-19
|
33
|
+
|
34
|
+
### Added
|
35
|
+
* Verix document endpoints ([#217][i217])
|
36
|
+
|
37
|
+
[i217]: https://github.com/finapps/ruby-client/issues/217
|
38
|
+
|
39
|
+
[5.0.28]: https://github.com/finapps/ruby-client/compare/5.0.27...5.0.28
|
40
|
+
|
41
|
+
## [5.0.27] - 2020-02-11
|
42
|
+
|
43
|
+
### Changed
|
44
|
+
* Update finapps-core gem ([#215][i215])
|
45
|
+
|
46
|
+
[i215]: https://github.com/finapps/ruby-client/issues/215
|
47
|
+
|
48
|
+
[5.0.27]: https://github.com/finapps/ruby-client/compare/5.0.26...5.0.27
|
49
|
+
|
1
50
|
## [5.0.23] - 2020-01-16
|
2
51
|
|
3
52
|
### Changed
|
data/finapps.gemspec
CHANGED
@@ -20,7 +20,7 @@ Gem::Specification.new do |spec|
|
|
20
20
|
spec.test_files = Dir['spec/**/*.rb']
|
21
21
|
spec.require_paths = ['lib']
|
22
22
|
|
23
|
-
spec.add_runtime_dependency 'finapps_core', '~> 5.0', '>= 5.0.
|
23
|
+
spec.add_runtime_dependency 'finapps_core', '~> 5.0', '>= 5.0.7'
|
24
24
|
|
25
25
|
spec.add_development_dependency 'bundler', '~> 2.0', '>= 2.0.2'
|
26
26
|
spec.add_development_dependency 'codeclimate-test-reporter', '~> 1.0', '>= 1.0.9'
|
data/lib/finapps.rb
CHANGED
@@ -19,7 +19,6 @@ require 'finapps/rest/products'
|
|
19
19
|
require 'finapps/rest/order_assignments'
|
20
20
|
require 'finapps/rest/client'
|
21
21
|
require 'finapps/rest/order_refreshes'
|
22
|
-
require 'finapps/rest/statements'
|
23
22
|
require 'finapps/rest/tenant_settings'
|
24
23
|
require 'finapps/rest/tenant_app_settings'
|
25
24
|
require 'finapps/rest/portfolios'
|
@@ -30,6 +29,10 @@ require 'finapps/rest/portfolios_alerts'
|
|
30
29
|
require 'finapps/rest/portfolios_consumers'
|
31
30
|
require 'finapps/rest/consumers_portfolios'
|
32
31
|
require 'finapps/rest/portfolio_reports'
|
32
|
+
require 'finapps/rest/documents_orders'
|
33
|
+
require 'finapps/rest/esign_templates'
|
34
|
+
require 'finapps/rest/signed_documents_downloads'
|
35
|
+
require 'finapps/rest/documents_orders_notifications'
|
33
36
|
|
34
37
|
require 'finapps/rest/plaid/plaid_resources'
|
35
38
|
require 'finapps/rest/plaid/plaid_webhooks'
|
@@ -40,6 +43,8 @@ require 'finapps/rest/plaid/plaid_institution_logos'
|
|
40
43
|
|
41
44
|
require 'finapps/rest/verix/verix_metadata'
|
42
45
|
require 'finapps/rest/verix/verix_records'
|
46
|
+
require 'finapps/rest/verix/verix_pdf_documents'
|
47
|
+
require 'finapps/rest/verix/verix_documents'
|
43
48
|
|
44
49
|
require 'finapps/utils/query_builder'
|
45
50
|
require 'finapps/version' unless defined?(FinApps::VERSION)
|
data/lib/finapps/rest/client.rb
CHANGED
@@ -9,7 +9,11 @@ module FinApps
|
|
9
9
|
RESOURCES = %i[
|
10
10
|
alert_definitions
|
11
11
|
alert_occurrences
|
12
|
+
consumers
|
12
13
|
consumers_portfolios
|
14
|
+
documents_orders
|
15
|
+
documents_orders_notifications
|
16
|
+
esign_templates
|
13
17
|
orders
|
14
18
|
order_assignments
|
15
19
|
order_notifications
|
@@ -20,24 +24,26 @@ module FinApps
|
|
20
24
|
operators
|
21
25
|
operators_password_resets
|
22
26
|
password_resets
|
23
|
-
|
27
|
+
plaid_webhooks
|
28
|
+
plaid_consumer_institutions
|
29
|
+
plaid_accounts
|
30
|
+
plaid_account_permissions
|
31
|
+
plaid_institution_logos
|
24
32
|
portfolios
|
25
33
|
portfolios_alerts
|
26
34
|
portfolios_available_consumers
|
27
35
|
portfolios_consumers
|
28
36
|
portfolio_reports
|
37
|
+
products
|
29
38
|
sessions
|
30
|
-
|
39
|
+
signed_documents_downloads
|
31
40
|
tenant_settings
|
32
41
|
tenant_app_settings
|
33
|
-
version
|
34
|
-
plaid_webhooks
|
35
|
-
plaid_consumer_institutions
|
36
|
-
plaid_accounts
|
37
|
-
plaid_account_permissions
|
38
|
-
plaid_institution_logos
|
39
42
|
verix_metadata
|
40
43
|
verix_records
|
44
|
+
verix_pdf_documents
|
45
|
+
verix_documents
|
46
|
+
version
|
41
47
|
].freeze
|
42
48
|
|
43
49
|
# @param [String] tenant_token
|
@@ -54,14 +54,25 @@ module FinApps
|
|
54
54
|
end
|
55
55
|
|
56
56
|
def search_query(term)
|
57
|
+
query = with_space_search(term).concat(name_search(term))
|
57
58
|
{
|
58
|
-
"$or":
|
59
|
-
{ "email": term },
|
60
|
-
{ "first_name": term },
|
61
|
-
{ "last_name": term }
|
62
|
-
]
|
59
|
+
"$or": query
|
63
60
|
}
|
64
61
|
end
|
62
|
+
|
63
|
+
def with_space_search(term)
|
64
|
+
[
|
65
|
+
{ "email": term },
|
66
|
+
{ "first_name": term },
|
67
|
+
{ "last_name": term }
|
68
|
+
]
|
69
|
+
end
|
70
|
+
|
71
|
+
def name_search(term)
|
72
|
+
search_arr = []
|
73
|
+
term.split.each { |t| search_arr.append({ "first_name": t }, "last_name": t) } if term.match(/\s/)
|
74
|
+
search_arr
|
75
|
+
end
|
65
76
|
end
|
66
77
|
end
|
67
78
|
end
|
@@ -0,0 +1,101 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
require_relative '../utils/query_builder'
|
4
|
+
|
5
|
+
module FinApps
|
6
|
+
module REST
|
7
|
+
class DocumentsOrders < FinAppsCore::REST::Resources
|
8
|
+
include FinApps::Utils::QueryBuilder
|
9
|
+
|
10
|
+
def list(params = nil)
|
11
|
+
path = 'documents/orders'
|
12
|
+
return super(path) if params.nil?
|
13
|
+
raise FinAppsCore::InvalidArgumentsError, 'Invalid argument: params' unless params.is_a? Hash
|
14
|
+
|
15
|
+
super build_query_path(path, params)
|
16
|
+
end
|
17
|
+
|
18
|
+
def show(id)
|
19
|
+
not_blank(id, :order_id)
|
20
|
+
super(id, "documents/orders/#{id}")
|
21
|
+
end
|
22
|
+
|
23
|
+
def create(params)
|
24
|
+
not_blank(params, :params)
|
25
|
+
super(params, 'documents/orders')
|
26
|
+
end
|
27
|
+
|
28
|
+
def update(id, params = nil)
|
29
|
+
not_blank(id, :order_id)
|
30
|
+
not_blank(params, :params)
|
31
|
+
super(params, "documents/orders/#{id}")
|
32
|
+
end
|
33
|
+
|
34
|
+
def destroy(id)
|
35
|
+
not_blank(id, :order_id)
|
36
|
+
super(id, "documents/orders/#{id}")
|
37
|
+
end
|
38
|
+
|
39
|
+
def show_signing_url(order_id, signature_id)
|
40
|
+
not_blank(order_id, :order_id)
|
41
|
+
not_blank(signature_id, :signature_id)
|
42
|
+
path = "documents/orders/#{order_id}/sign_url/#{signature_id}"
|
43
|
+
send_request path, :get
|
44
|
+
end
|
45
|
+
|
46
|
+
private
|
47
|
+
|
48
|
+
def build_filter(params)
|
49
|
+
search_query(params[:searchTerm]).merge(consumer_query(params[:consumer])).merge(tag_query(params[:tag]))
|
50
|
+
end
|
51
|
+
|
52
|
+
def search_query(term)
|
53
|
+
if term
|
54
|
+
query = with_space_search(term).concat(name_search(term))
|
55
|
+
{
|
56
|
+
"$or": query
|
57
|
+
}
|
58
|
+
else
|
59
|
+
{}
|
60
|
+
end
|
61
|
+
end
|
62
|
+
|
63
|
+
def name_search(term)
|
64
|
+
search_arr = []
|
65
|
+
if term.match(/\s/)
|
66
|
+
term.split.each { |t| search_arr.append({ "applicant.first_name": t }, "applicant.last_name": t) }
|
67
|
+
end
|
68
|
+
search_arr
|
69
|
+
end
|
70
|
+
|
71
|
+
def with_space_search(term)
|
72
|
+
[
|
73
|
+
{ "applicant.email": term },
|
74
|
+
{ "applicant.first_name": term },
|
75
|
+
{ "applicant.last_name": term },
|
76
|
+
{
|
77
|
+
"reference_no": {
|
78
|
+
"$regex": "^#{term}", "$options": 'i'
|
79
|
+
}
|
80
|
+
}
|
81
|
+
]
|
82
|
+
end
|
83
|
+
|
84
|
+
def tag_query(tag)
|
85
|
+
if tag
|
86
|
+
{ "tag": tag.empty? ? nil : tag }
|
87
|
+
else
|
88
|
+
{}
|
89
|
+
end
|
90
|
+
end
|
91
|
+
|
92
|
+
def consumer_query(consumer)
|
93
|
+
if consumer
|
94
|
+
{ "consumer_id": consumer.empty? ? nil : consumer }
|
95
|
+
else
|
96
|
+
{}
|
97
|
+
end
|
98
|
+
end
|
99
|
+
end
|
100
|
+
end
|
101
|
+
end
|
@@ -0,0 +1,14 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
module FinApps
|
4
|
+
module REST
|
5
|
+
class DocumentsOrdersNotifications < FinAppsCore::REST::Resources
|
6
|
+
def create(id)
|
7
|
+
not_blank(id, :id)
|
8
|
+
|
9
|
+
path = "documents/orders/#{ERB::Util.url_encode(id)}/notify"
|
10
|
+
super nil, path
|
11
|
+
end
|
12
|
+
end
|
13
|
+
end
|
14
|
+
end
|
@@ -0,0 +1,15 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
module FinApps
|
4
|
+
module REST
|
5
|
+
class SignedDocumentsDownloads < FinAppsCore::REST::Resources
|
6
|
+
def show(consumer_id, signature_request_id)
|
7
|
+
not_blank(consumer_id, :consumer_id)
|
8
|
+
not_blank(signature_request_id, :signature_request_id)
|
9
|
+
path =
|
10
|
+
"consumers/#{ERB::Util.url_encode(consumer_id)}/documents/#{ERB::Util.url_encode(signature_request_id)}"
|
11
|
+
super(nil, path)
|
12
|
+
end
|
13
|
+
end
|
14
|
+
end
|
15
|
+
end
|
@@ -0,0 +1,21 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
module FinApps
|
4
|
+
module REST
|
5
|
+
class VerixDocuments < FinAppsCore::REST::Resources
|
6
|
+
def list(record_id)
|
7
|
+
not_blank(record_id, :record_id)
|
8
|
+
path = "v/record/#{ERB::Util.url_encode(record_id)}/document"
|
9
|
+
super path
|
10
|
+
end
|
11
|
+
|
12
|
+
def show(record_id, document_id)
|
13
|
+
not_blank(record_id, :record_id)
|
14
|
+
not_blank(document_id, :document_id)
|
15
|
+
path =
|
16
|
+
"v/record/#{ERB::Util.url_encode(record_id)}/document/#{ERB::Util.url_encode(document_id)}"
|
17
|
+
super(nil, path)
|
18
|
+
end
|
19
|
+
end
|
20
|
+
end
|
21
|
+
end
|
@@ -0,0 +1,15 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
module FinApps
|
4
|
+
module REST
|
5
|
+
class VerixPdfDocuments < FinAppsCore::REST::Resources # :nodoc:
|
6
|
+
def show(record_id, provider_id)
|
7
|
+
not_blank(record_id, :record_id)
|
8
|
+
not_blank(provider_id, :provider_id)
|
9
|
+
path =
|
10
|
+
"v/record/#{ERB::Util.url_encode(record_id)}/file/#{ERB::Util.url_encode(provider_id)}"
|
11
|
+
super(nil, path)
|
12
|
+
end
|
13
|
+
end
|
14
|
+
end
|
15
|
+
end
|
data/lib/finapps/version.rb
CHANGED
data/spec/rest/consumers_spec.rb
CHANGED
@@ -110,6 +110,25 @@ RSpec.describe FinApps::REST::Consumers,
|
|
110
110
|
'&sort=date_created'
|
111
111
|
expect(WebMock).to have_requested(:get, url)
|
112
112
|
end
|
113
|
+
|
114
|
+
context 'when search term contains a space' do
|
115
|
+
let(:params) do
|
116
|
+
{
|
117
|
+
page: 2,
|
118
|
+
sort: 'date_created',
|
119
|
+
requested: 25,
|
120
|
+
searchTerm: 'Two terms'
|
121
|
+
}
|
122
|
+
end
|
123
|
+
it 'treats space as start of a new query for first and last name' do
|
124
|
+
list
|
125
|
+
url = "#{versioned_api_path}/consumers?filter=%7B%22$or%22:%5B%7B%22email%22:%22Two%20terms%22%7D,"\
|
126
|
+
'%7B%22first_name%22:%22Two%20terms%22%7D,%7B%22last_name%22:%22Two%20terms%22%7D,%7B%22first_name%22:'\
|
127
|
+
'%22Two%22%7D,%7B%22last_name%22:%22Two%22%7D,%7B%22first_name%22:%22terms%22%7D,%7B%22last_name%22:'\
|
128
|
+
'%22terms%22%7D%5D%7D&page=2&requested=25&sort=date_created'
|
129
|
+
expect(WebMock).to have_requested(:get, url)
|
130
|
+
end
|
131
|
+
end
|
113
132
|
end
|
114
133
|
end
|
115
134
|
|
@@ -0,0 +1,40 @@
|
|
1
|
+
# frozen_string_literal: true
|
2
|
+
|
3
|
+
require 'spec_helpers/client'
|
4
|
+
|
5
|
+
RSpec.describe FinApps::REST::DocumentsOrdersNotifications do
|
6
|
+
include SpecHelpers::Client
|
7
|
+
|
8
|
+
describe '#create' do
|
9
|
+
subject(:notifications) { FinApps::REST::DocumentsOrdersNotifications.new(client) }
|
10
|
+
|
11
|
+
context 'when missing id' do
|
12
|
+
let(:create) { subject.create(nil) }
|
13
|
+
it('returns missing argument error') do
|
14
|
+
expect { create }.to raise_error(FinAppsCore::MissingArgumentsError)
|
15
|
+
end
|
16
|
+
end
|
17
|
+
|
18
|
+
context 'when invalid id is provided' do
|
19
|
+
let(:create) { subject.create(:invalid_id) }
|
20
|
+
let(:results) { create[RESULTS] }
|
21
|
+
let(:error_messages) { create[ERROR_MESSAGES] }
|
22
|
+
|
23
|
+
it { expect { create }.not_to raise_error }
|
24
|
+
it('results is nil') { expect(results).to be_nil }
|
25
|
+
it('error messages array is populated') do
|
26
|
+
expect(error_messages.first.downcase).to eq('order id is invalid')
|
27
|
+
end
|
28
|
+
end
|
29
|
+
|
30
|
+
context 'for valid id' do
|
31
|
+
let(:create) { subject.create(:valid_id) }
|
32
|
+
let(:results) { create[RESULTS] }
|
33
|
+
let(:error_messages) { create[ERROR_MESSAGES] }
|
34
|
+
|
35
|
+
it { expect { create }.not_to raise_error }
|
36
|
+
it('results is nil') { expect(results).to be_nil }
|
37
|
+
it('error_messages array is empty') { expect(error_messages).to eq([]) }
|
38
|
+
end
|
39
|
+
end
|
40
|
+
end
|