finapps 6.2.0 → 6.4.1

checksums.yaml

@@ -1,7 +1,7 @@
 ---
 SHA256:
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-  data.tar.gz: 06df03914644a7b4eea4a5a3478d12959b4470f30ed1c31adbe4beed7b83dcb3
+  metadata.gz: 685415494dde868b2db873ce98d626c4ed45f4e96604b475c1db6fcd892abbeb
+  data.tar.gz: 0b4b6599766968bee2752b7d2e968c9d856a9f56f0ebfe1d33d411f3d57e6579
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-  data.tar.gz: f02bc2aa43038d59036b43b312e81b9ef865082c28130c0b34745d4e7d2a84175fc4f00b0528433579334e906cfceb5409288bb0aa068fdc0eb4e033a1ee3f80
+  metadata.gz: eab93c5894770567f201112caf3b93455c4d473aa20c8e466a9aafb0afdbe6a6dd556d55efa10db62af89f6b41d3b332c04b162b4f728c712ff0982c9843bd1b
+  data.tar.gz: c008d2a8dffc8be3e359c95bd7de30f07de6c26b12d2d7bfbb382553eaa108d5228e652fe56ce10ef7be9b91abaafe753fc4644c50ab928d06f86d7db3889370

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

@@ -27,6 +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/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.to_int}
+      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 = '6.2.0'
+  VERSION = '6.4.1'
 end

data/lib/finapps.rb

@@ -17,6 +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/documents_orders_spec.rb

@@ -215,7 +215,7 @@ RSpec.describe FinApps::REST::DocumentsOrders do
       end
     end
 
-    context 'with missing  params' do
+    context 'with missing params' do
       let(:params) { nil }
 
       it_behaves_like 'a request that raises an error'

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

@@ -13,13 +13,20 @@ 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'
-        }
+      let(:params) { {} }
+
+      RSpec.shared_examples 'performs a GET request' do
+        it { expect(results).to have_key(:records) }
+      end
+
+      RSpec.shared_examples 'a correct query builder' do |filter|
+        it 'builds query and sends proper request' do
+          list
+          encoded_filter = ERB::Util.url_encode filter.to_json
+          url = "#{versioned_api_path}/screenings?filter=#{encoded_filter}"
+
+          expect(WebMock).to have_requested(:get, url)
+        end
       end
 
       context 'without searchTerm' do
@@ -27,36 +34,54 @@ RSpec.describe FinApps::REST::Screenings do
 
         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_behaves_like 'performs a GET request'
         it 'builds query and sends proper request' do
           list
           url = "#{versioned_api_path}/screenings?page=2"
+
           expect(WebMock).to have_requested(:get, url)
         end
       end
 
-      # rubocop:disable RSpec/ExampleLength
-      context 'with searchTerm' do
+      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_behaves_like 'performs a GET request'
+        it_behaves_like 'a correct query builder', {
+          '*date_created': {'$gte': '2021-01-08T00:00:00%2B00:00',
+                            '$lt': '2021-01-09T00:00:00%2B00:00'}
+        }
+      end
 
-        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'
+      context 'with progress' do
+        let(:params) { {progress: 10} }
 
-          expect(WebMock).to have_requested(:get, url)
-        end
+        it_behaves_like 'an API request'
+        it_behaves_like 'a successful request'
+        it_behaves_like 'performs a GET request'
+        it_behaves_like 'a correct query builder', {progress: 10}
+      end
+
+      context 'with searchTerm' do
+        let(:params) { {searchTerm: 'le term'} }
+
+        it_behaves_like 'an API request'
+        it_behaves_like 'a successful request'
+        it_behaves_like 'performs a GET request'
+        it_behaves_like 'a correct query builder', {
+          '$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'}]
+        }
       end
-      # rubocop:enable RSpec/ExampleLength
     end
 
     context 'with invalid params' do
@@ -70,9 +95,7 @@ RSpec.describe FinApps::REST::Screenings do
 
       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_behaves_like 'performs a GET request'
     end
   end
 

data/spec/support/fake_api.rb

@@ -380,6 +380,17 @@ module Fake
       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

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: finapps
 version: !ruby/object:Gem::Version
-  version: 6.2.0
+  version: 6.4.1
 platform: ruby
 authors:
 - Erich Quintero
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2021-07-19 00:00:00.000000000 Z
+date: 2021-09-22 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
@@ -269,6 +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
@@ -316,6 +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
@@ -457,53 +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