finapps 6.1.0 → 6.4.0

checksums.yaml

@@ -1,7 +1,7 @@
 ---
 SHA256:
-  metadata.gz: 287e012502599f7781e37f492a27d67c956fa2f4d94073163302f3c429da4d42
-  data.tar.gz: f7da81b6008ac880f6d028c3dc209945e65641f979d5c9d3d98580ab3deb7713
+  metadata.gz: 8428ee4965080f78c083fc2e3d0de2fc66b59596bf5ea81bbbc17e2c11ad2b39
+  data.tar.gz: 0656c926f0b3c70929fb6fbe1b69282d766c56c777aa32ed377218ceac9a6824
 SHA512:
-  metadata.gz: f87c89de3b7915c3ecc54300cc31060b3ce39da36c860e4a539832e302e1576a560c31247925351a0eb798e32563a65f2358d265760c3078940e1f4e7c2aa88d
-  data.tar.gz: 6a8ac80500a6f696817efff46e1fd39a79feb6823ae4ab9693a2b588166bcf175ebcdede16d491b4410fd015d0e4519d45e81acc98e2f9f8b7adfbd85f63193f
+  metadata.gz: 4163eda4a00e4df6c1a34cd76733d11c53fc4774899aabea933bbfe304e5acbd92ea714ccbbd974f8bd496278e501d7fd0d8591ad503480356e9ca75f98198ee
+  data.tar.gz: 756edbc47cdb115e15efe6dc53be0aeea1610feb93470fed421105ce2a7a6b8fa59c04fc84c99c9c5d75a8914b21de5e68d69c29ff584ab810506f948daed233

data/finapps.gemspec

@@ -20,18 +20,18 @@ Gem::Specification.new do |spec|
   spec.test_files = Dir['spec/**/*.rb']
   spec.require_paths = ['lib']
 
-  spec.add_runtime_dependency     'finapps_core',               '~> 6.0',   '>= 6.0.0'
+  spec.add_runtime_dependency     'finapps_core',               '~> 6.0',   '>= 6.0.1'
 
   spec.add_development_dependency 'bundler',                    '~> 2.2',   '>= 2.2.16'
   spec.add_development_dependency 'rake',                       '~> 13.0',  '>= 13.0.1'
   spec.add_development_dependency 'rspec',                      '~> 3.10',  '>= 3.10.0'
-  spec.add_development_dependency 'rubocop-performance',        '~> 1.9',   '>= 1.9.2'
+  spec.add_development_dependency 'rubocop-performance',        '~> 1.11',  '>= 1.11.5'
   spec.add_development_dependency 'rubocop-rake',               '~> 0.5',   '>= 0.5.1'
   spec.add_development_dependency 'rubocop-rspec',              '~> 2.4',   '>= 2.4.0'
   spec.add_development_dependency 'simplecov',                  '~> 0.21',  '>= 0.21.2'
   spec.add_development_dependency 'simplecov-console',          '~> 0.9'
   spec.add_development_dependency 'sinatra',                    '~> 2.1',   '>= 2.1.0'
-  spec.add_development_dependency 'webmock',                    '~> 3.12',  '>= 3.12.2'
+  spec.add_development_dependency 'webmock',                    '~> 3.14',  '>= 3.14.0'
 
   spec.extra_rdoc_files = %w[README.md LICENSE.txt]
   spec.rdoc_options = %w[--line-numbers --inline-source --title finapps-ruby --main README.md]

data/lib/finapps/rest/client.rb

@@ -10,6 +10,7 @@ module FinApps
         alert_definitions
         alert_occurrences
         consumers
+        consumer_login_tokens
         consumers_portfolios
         documents_orders
         documents_orders_notifications
@@ -26,6 +27,7 @@ module FinApps
         operators
         operator_login_tokens
         operators_password_resets
+        operator_change_password_email
         password_resets
         plaid_webhooks
         plaid_consumer_institutions

data/lib/finapps/rest/consumer_login_tokens.rb

@@ -0,0 +1,12 @@
+# frozen_string_literal: true
+
+module FinApps
+  module REST
+    class ConsumerLoginTokens < FinAppsCore::REST::Resources
+      def create(params)
+        not_blank(params, :params)
+        super params, 'login/token'
+      end
+    end
+  end
+end

data/lib/finapps/rest/operator_change_password_email.rb

@@ -0,0 +1,12 @@
+# frozen_string_literal: true
+
+module FinApps
+  module REST
+    class OperatorChangePasswordEmail < FinAppsCore::REST::Resources
+      def create(params)
+        not_blank(params, :params)
+        super params, 'login/change_password_email'
+      end
+    end
+  end
+end

data/lib/finapps/rest/screenings.rb

@@ -1,5 +1,6 @@
 # frozen_string_literal: true
 
+require 'date'
 require_relative '../utils/query_builder'
 
 module FinApps
@@ -55,22 +56,71 @@ module FinApps
       private
 
       def build_filter(params)
-        search_query(params[:searchTerm])
+        term_filter(params[:searchTerm])
+          .merge(date_range_filter(params[:fromDate], params[:toDate]))
+          .merge(progress_filter(params[:progress]))
       end
 
-      def search_query(term)
+      def term_filter(term)
         return {} unless term
 
-        query = search_query_object(term)
-        {'$or': query}
+        {'$or': term_array(term) + split_term_array(term)}
       end
 
-      def search_query_object(term)
+      def term_array(term)
         [
           {'consumer.public_id': term},
-          {'consumer.email': term}
+          {'consumer.email': term},
+          {'consumer.first_name': term},
+          {'consumer.last_name': term},
+          {'consumer.external_id': term}
         ]
       end
+
+      def split_term_array(term)
+        return [] unless space?(term)
+
+        arr = []
+        term.split.each do |t|
+          arr.append('consumer.first_name': t)
+          arr.append('consumer.last_name': t)
+        end
+
+        arr
+      end
+
+      def date_range_filter(from_date, to_date)
+        return {} unless from_date || to_date
+
+        {'*date_created': from_filter(from_date).merge(to_filter(to_date))}
+      end
+
+      def from_filter(from_date)
+        return {} unless from_date
+
+        {'$gte': to_rfc_date(from_date.to_s)}
+      end
+
+      def to_filter(to_date)
+        return {} unless to_date
+
+        {'$lt': to_rfc_date(to_date.to_s)}
+      end
+
+      def to_rfc_date(str)
+        date = DateTime.parse(str)
+        date.rfc3339
+      end
+
+      def progress_filter(progress)
+        return {} unless progress
+
+        {progress: progress}
+      end
+
+      def space?(string)
+        /\s/.match?(string)
+      end
     end
   end
 end

data/lib/finapps/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module FinApps
-  VERSION = '6.1.0'
+  VERSION = '6.4.0'
 end

data/lib/finapps.rb

@@ -6,6 +6,7 @@ require 'faraday_middleware'
 require 'finapps_core'
 require 'finapps/rest/version'
 require 'finapps/rest/consumers'
+require 'finapps/rest/consumer_login_tokens'
 require 'finapps/rest/sessions'
 require 'finapps/rest/order_tokens'
 require 'finapps/rest/orders'
@@ -16,6 +17,7 @@ require 'finapps/rest/password_resets'
 require 'finapps/rest/operators'
 require 'finapps/rest/operator_login_tokens'
 require 'finapps/rest/operators_password_resets'
+require 'finapps/rest/operator_change_password_email'
 require 'finapps/rest/products'
 require 'finapps/rest/order_assignments'
 require 'finapps/rest/client'

data/spec/rest/consumer_login_tokens_spec.rb

@@ -0,0 +1,47 @@
+# frozen_string_literal: true
+
+require 'spec_helpers/client'
+
+RSpec.describe FinApps::REST::ConsumerLoginTokens do
+  context 'when initialized with valid FinApps::Client object' do
+    include SpecHelpers::Client
+    subject(:consumer_login_tokens) { described_class.new(client) }
+
+    describe '#create' do
+      let(:results) { create[0] }
+      let(:error_messages) { create[1] }
+
+      context 'when missing params' do
+        let(:create) { consumer_login_tokens.create(nil) }
+
+        error = FinAppsCore::MissingArgumentsError
+        it { expect { create }.to raise_error(error) }
+      end
+
+      context 'when invalid params are provided' do
+        let(:create) { consumer_login_tokens.create(params: 'invalid') }
+
+        it { expect { create }.not_to raise_error }
+        it('results is nil') { expect(results).to be_nil }
+
+        it('error messages array is populated') do
+          expect(error_messages.first.downcase).to eq('invalid request body')
+        end
+      end
+
+      context 'when valid params are provided' do
+        let(:create) { consumer_login_tokens.create(params: 'valid') }
+
+        it { expect { create }.not_to raise_error }
+        it('returns an array') { expect(create).to be_a(Array) }
+        it { expect(results).to have_key(:public_id) }
+        it { expect(results).to have_key(:external_id) }
+        it { expect(results).to have_key(:tenant_id) }
+        it { expect(results).to have_key(:role) }
+        it { expect(results).to have_key(:memo) }
+        it { expect(results).to have_key(:token) }
+        it('returns no error messages') { expect(error_messages).to be_empty }
+      end
+    end
+  end
+end

data/spec/rest/operator_change_password_email_spec.rb

@@ -0,0 +1,33 @@
+# frozen_string_literal: true
+
+require 'spec_helpers/client'
+
+RSpec.describe FinApps::REST::OperatorChangePasswordEmail do
+  context 'when initialized with valid FinApps::Client object' do
+    include SpecHelpers::Client
+    subject(:operators_change_password_email) do
+      described_class.new(client)
+    end
+
+    describe '#create' do
+      let(:results) { create[0] }
+      let(:error_messages) { create[1] }
+
+      context 'when missing params' do
+        let(:create) { subject.create(nil) }
+
+        it do
+          expect { create }.to raise_error(FinAppsCore::MissingArgumentsError)
+        end
+      end
+
+      context 'with valid params' do
+        let(:create) { subject.create(email: 'valid email') }
+
+        it('doesn\'t raise an error') { expect { create }.not_to raise_error }
+        it('doesn\'t have a response') { expect(results).to be_nil }
+        it('returns no error messages') { expect(error_messages).to be_empty }
+      end
+    end
+  end
+end

data/spec/rest/screenings_spec.rb

@@ -13,15 +13,6 @@ RSpec.describe FinApps::REST::Screenings do
     subject(:list) { described_class.new(client).list(params) }
 
     context 'with valid params' do
-      let(:params) do
-        {
-          page: 2,
-          sort: 'date_created',
-          requested: 25,
-          searchTerm: 'term'
-        }
-      end
-
       context 'without searchTerm' do
         let(:params) { {searchTerm: nil, page: 2} }
 
@@ -38,8 +29,34 @@ RSpec.describe FinApps::REST::Screenings do
         end
       end
 
+      # rubocop:disable RSpec/ExampleLength
+      context 'with date range' do
+        let(:params) { {fromDate: '08/01/2021', toDate: '09/01/2021'} }
+
+        it_behaves_like 'an API request'
+        it_behaves_like 'a successful request'
+        it 'performs a get and returns the response' do
+          expect(results).to have_key(:records)
+        end
+
+        it 'builds query and sends proper request' do
+          list
+          json_filter = {
+            '*date_created': {'$gte': '2021-01-08T00:00:00%2B00:00',
+                              '$lt': '2021-01-09T00:00:00%2B00:00'}
+          }.to_json
+          encoded_filter = ERB::Util.url_encode json_filter
+          url = "#{versioned_api_path}/screenings?filter=#{encoded_filter}"
+
+          expect(WebMock).to have_requested(:get, url)
+        end
+      end
+      # rubocop:enable RSpec/ExampleLength
+
       # rubocop:disable RSpec/ExampleLength
       context 'with searchTerm' do
+        let(:params) { {searchTerm: 'le term'} }
+
         it_behaves_like 'an API request'
         it_behaves_like 'a successful request'
         it 'performs a get and returns the response' do
@@ -48,10 +65,17 @@ RSpec.describe FinApps::REST::Screenings do
 
         it 'builds query and sends proper request' do
           list
-          url =
-            "#{versioned_api_path}/screenings?filter=%7B%22$or%22:%5B%7B%22" \
-            'consumer.public_id%22:%22term%22%7D,%7B%22consumer.email%22:%22' \
-            'term%22%7D%5D%7D&page=2&requested=25&sort=date_created'
+          json_filter = {'$or': [{'consumer.public_id': 'le term'},
+                                 {'consumer.email': 'le term'},
+                                 {'consumer.first_name': 'le term'},
+                                 {'consumer.last_name': 'le term'},
+                                 {'consumer.external_id': 'le term'},
+                                 {'consumer.first_name': 'le'},
+                                 {'consumer.last_name': 'le'},
+                                 {'consumer.first_name': 'term'},
+                                 {'consumer.last_name': 'term'}]}.to_json
+          encoded_filter = ERB::Util.url_encode json_filter
+          url = "#{versioned_api_path}/screenings?filter=#{encoded_filter}"
 
           expect(WebMock).to have_requested(:get, url)
         end

data/spec/support/fake_api.rb

@@ -359,7 +359,7 @@ module Fake
     end
 
     # operators login tokens
-    post("/#{version}/login/operators/token") do
+    post("/#{version}/login/token") do
       request.body.rewind
       request_payload = JSON.parse request.body.read
       if request_payload['params'] == 'valid'
@@ -369,6 +369,28 @@ module Fake
       end
     end
 
+    # operators login tokens
+    post("/#{version}/login/operators/token") do
+      request.body.rewind
+      request_payload = JSON.parse request.body.read
+      if request_payload['params'] == 'valid'
+        json_response 200, 'consumer_login_token.json'
+      else
+        json_response 400, 'invalid_request_body.json'
+      end
+    end
+
+    # operator change password email
+    post("/#{version}/login/change_password_email") do
+      request.body.rewind
+      request_payload = JSON.parse request.body.read
+      if request_payload['email'] == 'valid email'
+        status 200
+      else
+        json_response 404, 'resource_not_found.json'
+      end
+    end
+
     # session
     post("/#{version}/login") do
       request.body.rewind

data/spec/support/fixtures/consumer_login_token.json

@@ -0,0 +1,23 @@
+{
+  "auth0_id": "string",
+  "date_created": "2021-07-19T13:04:09Z",
+  "date_modified": "2021-07-19T13:04:09Z",
+  "email": "string",
+  "external_id": "string",
+  "first_name": "string",
+  "last_name": "string",
+  "locked": true,
+  "memo": "string",
+  "metadata": {
+    "property1": { },
+    "property2": { }
+  },
+  "phone": "string",
+  "phone_country_code": "string",
+  "postal_code": "string",
+  "public_id": "string",
+  "role": 0,
+  "status": 0,
+  "tenant_id": "string",
+  "token": "string"
+}

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: finapps
 version: !ruby/object:Gem::Version
-  version: 6.1.0
+  version: 6.4.0
 platform: ruby
 authors:
 - Erich Quintero
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2021-07-16 00:00:00.000000000 Z
+date: 2021-09-21 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: finapps_core
@@ -19,7 +19,7 @@ dependencies:
         version: '6.0'
     - - ">="
       - !ruby/object:Gem::Version
-        version: 6.0.0
+        version: 6.0.1
   type: :runtime
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
@@ -29,7 +29,7 @@ dependencies:
         version: '6.0'
     - - ">="
       - !ruby/object:Gem::Version
-        version: 6.0.0
+        version: 6.0.1
 - !ruby/object:Gem::Dependency
   name: bundler
   requirement: !ruby/object:Gem::Requirement
@@ -96,20 +96,20 @@ dependencies:
     requirements:
     - - "~>"
       - !ruby/object:Gem::Version
-        version: '1.9'
+        version: '1.11'
     - - ">="
       - !ruby/object:Gem::Version
-        version: 1.9.2
+        version: 1.11.5
   type: :development
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
     requirements:
     - - "~>"
       - !ruby/object:Gem::Version
-        version: '1.9'
+        version: '1.11'
     - - ">="
       - !ruby/object:Gem::Version
-        version: 1.9.2
+        version: 1.11.5
 - !ruby/object:Gem::Dependency
   name: rubocop-rake
   requirement: !ruby/object:Gem::Requirement
@@ -210,20 +210,20 @@ dependencies:
     requirements:
     - - "~>"
       - !ruby/object:Gem::Version
-        version: '3.12'
+        version: '3.14'
     - - ">="
       - !ruby/object:Gem::Version
-        version: 3.12.2
+        version: 3.14.0
   type: :development
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
     requirements:
     - - "~>"
       - !ruby/object:Gem::Version
-        version: '3.12'
+        version: '3.14'
     - - ">="
       - !ruby/object:Gem::Version
-        version: 3.12.2
+        version: 3.14.0
 description: A simple library for communicating with the FinApps REST API.
 email:
 - erich@financialapps.com
@@ -261,6 +261,7 @@ files:
 - lib/finapps/rest/alert_definitions.rb
 - lib/finapps/rest/alert_occurrences.rb
 - lib/finapps/rest/client.rb
+- lib/finapps/rest/consumer_login_tokens.rb
 - lib/finapps/rest/consumers.rb
 - lib/finapps/rest/consumers_portfolios.rb
 - lib/finapps/rest/documents_orders.rb
@@ -268,6 +269,7 @@ files:
 - lib/finapps/rest/documents_upload_types.rb
 - lib/finapps/rest/documents_uploads.rb
 - lib/finapps/rest/esign_templates.rb
+- lib/finapps/rest/operator_change_password_email.rb
 - lib/finapps/rest/operator_login_tokens.rb
 - lib/finapps/rest/operators.rb
 - lib/finapps/rest/operators_password_resets.rb
@@ -307,6 +309,7 @@ files:
 - spec/rest/alert_occurrences_spec.rb
 - spec/rest/api_request.rb
 - spec/rest/client_spec.rb
+- spec/rest/consumer_login_tokens_spec.rb
 - spec/rest/consumers_portfolios_spec.rb
 - spec/rest/consumers_spec.rb
 - spec/rest/documents_orders_notifications_spec.rb
@@ -314,6 +317,7 @@ files:
 - spec/rest/documents_upload_types_spec.rb
 - spec/rest/documents_uploads_spec.rb
 - spec/rest/esign_templates_spec.rb
+- spec/rest/operator_change_password_email_spec.rb
 - spec/rest/operators_login_tokens_spec.rb
 - spec/rest/operators_password_resets_spec.rb
 - spec/rest/operators_spec.rb
@@ -353,6 +357,7 @@ files:
 - spec/support/fixtures/alert_definition.json
 - spec/support/fixtures/alert_definitions.json
 - spec/support/fixtures/alert_occurrences.json
+- spec/support/fixtures/consumer_login_token.json
 - spec/support/fixtures/documents/retrieve_order.json
 - spec/support/fixtures/documents_order.json
 - spec/support/fixtures/documents_orders.json
@@ -454,52 +459,54 @@ signing_key:
 specification_version: 4
 summary: FinApps REST API ruby client.
 test_files:
-- spec/support/documents_uploads_routes.rb
 - spec/support/screenings_routes.rb
 - spec/support/fake_api.rb
-- spec/utils/query_builder_spec.rb
-- spec/spec_helpers/client.rb
+- spec/support/documents_uploads_routes.rb
 - spec/spec_helper.rb
-- spec/rest/order_reports_spec.rb
-- spec/rest/api_request.rb
-- spec/rest/operators_login_tokens_spec.rb
-- spec/rest/tenant_app_settings_spec.rb
+- spec/spec_helpers/client.rb
+- spec/rest/portfolios_alerts_spec.rb
 - spec/rest/products_spec.rb
-- spec/rest/orders_spec.rb
-- spec/rest/esign_templates_spec.rb
-- spec/rest/sessions_spec.rb
-- spec/rest/order_assignments_spec.rb
 - spec/rest/documents_orders_spec.rb
+- spec/rest/password_resets_spec.rb
+- spec/rest/order_statuses_spec.rb
+- spec/rest/operators_spec.rb
+- spec/rest/operator_change_password_email_spec.rb
+- spec/rest/esign_templates_spec.rb
 - spec/rest/order_tokens_spec.rb
-- spec/rest/order_notifications_spec.rb
-- spec/rest/order_refreshes_spec.rb
-- spec/rest/plaid/plaid_accounts_spec.rb
-- spec/rest/plaid/plaid_institution_logos_spec.rb
-- spec/rest/plaid/plaid_account_permissions_spec.rb
-- spec/rest/plaid/plaid_consumer_institutions_spec.rb
-- spec/rest/plaid/plaid_webhooks_spec.rb
-- spec/rest/verix/verix_pdf_documents_spec.rb
+- spec/rest/order_reports_spec.rb
+- spec/rest/documents_upload_types_spec.rb
+- spec/rest/consumers_portfolios_spec.rb
+- spec/rest/portfolios_consumers_spec.rb
 - spec/rest/verix/verix_metadata_spec.rb
-- spec/rest/verix/verix_records_spec.rb
 - spec/rest/verix/verix_documents_spec.rb
-- spec/rest/portfolios_alerts_spec.rb
-- spec/rest/operators_password_resets_spec.rb
-- spec/rest/portfolio_reports_spec.rb
-- spec/rest/alert_definitions_spec.rb
-- spec/rest/consumers_spec.rb
+- spec/rest/verix/verix_records_spec.rb
+- spec/rest/verix/verix_pdf_documents_spec.rb
+- spec/rest/api_request.rb
 - spec/rest/tenant_settings_spec.rb
-- spec/rest/signed_documents_downloads_spec.rb
-- spec/rest/consumers_portfolios_spec.rb
-- spec/rest/documents_upload_types_spec.rb
-- spec/rest/documents_orders_notifications_spec.rb
-- spec/rest/version_spec.rb
-- spec/rest/documents_uploads_spec.rb
+- spec/rest/consumers_spec.rb
 - spec/rest/client_spec.rb
-- spec/rest/portfolios_consumers_spec.rb
+- spec/rest/portfolios_available_consumers_spec.rb
+- spec/rest/alert_definitions_spec.rb
+- spec/rest/order_notifications_spec.rb
+- spec/rest/operators_password_resets_spec.rb
+- spec/rest/version_spec.rb
 - spec/rest/portfolios_spec.rb
-- spec/rest/order_statuses_spec.rb
-- spec/rest/alert_occurrences_spec.rb
+- spec/rest/sessions_spec.rb
+- spec/rest/documents_orders_notifications_spec.rb
+- spec/rest/tenant_app_settings_spec.rb
+- spec/rest/documents_uploads_spec.rb
 - spec/rest/screenings_spec.rb
-- spec/rest/operators_spec.rb
-- spec/rest/password_resets_spec.rb
-- spec/rest/portfolios_available_consumers_spec.rb
+- spec/rest/signed_documents_downloads_spec.rb
+- spec/rest/plaid/plaid_account_permissions_spec.rb
+- spec/rest/plaid/plaid_webhooks_spec.rb
+- spec/rest/plaid/plaid_accounts_spec.rb
+- spec/rest/plaid/plaid_institution_logos_spec.rb
+- spec/rest/plaid/plaid_consumer_institutions_spec.rb
+- spec/rest/order_assignments_spec.rb
+- spec/rest/consumer_login_tokens_spec.rb
+- spec/rest/alert_occurrences_spec.rb
+- spec/rest/operators_login_tokens_spec.rb
+- spec/rest/order_refreshes_spec.rb
+- spec/rest/portfolio_reports_spec.rb
+- spec/rest/orders_spec.rb
+- spec/utils/query_builder_spec.rb