funds 0.0.1

checksums.yaml

@@ -0,0 +1,7 @@
+---
+SHA1:
+  metadata.gz: 8e77922ddce09cdfadb5fd3ba65da4a149a4f958
+  data.tar.gz: d2643af7cb5217c2cc4d8052c812a5b89daf259e
+SHA512:
+  metadata.gz: d0578930d62810558f4932eb20c2c7c27e0957dc536ff320dde92b6d164d7a1fb1f1e55ad41b67ba0210f1205b997af66c81d15fb0a1f868b027e290f1b8ee34
+  data.tar.gz: 6f6a7d89dda35ac67ea02a7075e00a6a09404242e7896536b545284b90c0e78bea0884d2d7e51fb9c1b828a08ff09fe3c1b967f05f2fdf448418394803c67698

data/lib/Account.rb

@@ -0,0 +1,10 @@
+class Account
+
+    attr_accessor :holdings
+    attr_accessor :number
+    
+    def initialize(number)
+        @holdings = Array.new
+    end
+    
+end

data/lib/FinancialInstitution.rb

@@ -0,0 +1,13 @@
+class FinancialInstitution
+    attr_accessor :fid
+    attr_accessor :name
+    attr_accessor :org
+    attr_accessor :url
+    
+    def initialize(fid, name, org, url)
+        @fid = fid;
+        @name = name;
+        @org = org;
+        @url = url;
+    end
+end

data/lib/Holding.rb

@@ -0,0 +1,11 @@
+class Holding
+
+    attr_accessor :symbol
+    attr_accessor :shares
+    
+    def initialize(symbol, shares)
+        @symbol = symbol
+        @shares = shares
+    end
+
+end

data/lib/OFXClient.rb

@@ -0,0 +1,110 @@
+require "./FinancialInstitution.rb"
+require "rubygems"
+require "httpclient"
+require "nokogiri"
+
+class OFXClient
+    
+    def self.investment_accounts(fi, username, password)
+        
+        # construct our OFX XML
+        builder = Nokogiri::XML::Builder.new do |xml|
+        xml.OFX {
+            xml.SIGNONMSGSRQV1 {
+                xml.SONRQ {
+                    xml.DTCLIENT Time.new.strftime("%Y%m%d%H%M%S")
+                    xml.USERID username
+                    xml.USERPASS password
+                    xml.LANGUAGE "ENG"
+                    xml.FI {
+                        xml.FID fi.fid.to_s
+                        xml.ORG fi.org
+                    }
+                    xml.APPID "funds"
+                    xml.APPVER "0.0.1"
+                }
+            }            
+            xml.SIGNUPMSGSRQV1 {
+                xml.xxxxTRNRQ {
+                                  
+                }
+            }
+        }
+        end
+        
+        # insert the required OFX declaration after XML declaration
+        # nokogiri's builder cannot do this
+        ofxDeclaration = "\n<?OFX OFXHEADER=\"200\" VERSION=\"211\" SECURITY=\"NONE\" OLDFILEUID=\"NONE\" NEWFILEUID=\"NONE\"?>"
+        xml = builder.to_xml.insert(21, ofxDeclaration)
+        #puts xml
+        
+        
+        httpClient = HTTPClient.new
+        
+        #required headers
+        extheader = [['Content-Type', 'application/x-ofx']]
+        extheader.push(['Content-Length', xml.bytesize.to_s])
+        
+
+        
+    end
+    
+    def self.investment_holdings(fi, username, password, accountNumber)
+    
+    end
+    
+    # returns hash of FI names : fids 
+    # names include or match the passed search term
+    def self.search_institutions(term)
+        httpClient = HTTPClient.new
+        res = httpClient.get_content("http://www.ofxhome.com/api.php?search=" + term)
+        doc = Nokogiri::XML(res)
+        return OFXClient::doc_to_hash(doc)
+    end
+    
+    # returns hash of ALL FI names : fids 
+    def self.all_institutions
+        httpClient = HTTPClient.new
+        res = httpClient.get_content("http://www.ofxhome.com/api.php?all=yes")
+        doc = Nokogiri::XML(res)
+        return OFXClient::doc_to_hash(doc)
+    end
+    
+    def self.get_institution(fid)
+        httpClient = HTTPClient.new
+        res = httpClient.get_content("http://www.ofxhome.com/api.php?lookup=" + fid.to_s)
+        doc = Nokogiri::XML(res)
+        
+        institutionElements = doc.xpath("//institution")
+        
+        if(institutionElements.length == 1)
+           if(institutionElements.first["id"].eql? fid.to_s)
+                name = doc.xpath("//institution//name").first.content
+                org = doc.xpath("//institution//org").first.content
+                url = doc.xpath("//institution//url").first.content
+                
+                return FinancialInstitution.new(fid, name, org, url)
+                
+            else
+                # error in ofxhome api
+                return nil
+            end
+        else
+            # the institution with specified fid doesn't exist
+            # in the ofxhome.com database
+            return nil
+        end
+    end
+    
+    private
+    
+    def self.doc_to_hash(doc)
+        hash = Hash.new
+        doc.xpath("//institutionid").each do |node|
+            hash[node["name"]] = node["id"].to_i
+        end
+        return hash
+    end
+
+
+end

metadata

@@ -0,0 +1,75 @@
+--- !ruby/object:Gem::Specification
+name: funds
+version: !ruby/object:Gem::Version
+  version: 0.0.1
+platform: ruby
+authors:
+- Justin Forsyth
+autorequire: 
+bindir: bin
+cert_chain: []
+date: 2016-02-13 00:00:00.000000000 Z
+dependencies:
+- !ruby/object:Gem::Dependency
+  name: nokogiri
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - '='
+      - !ruby/object:Gem::Version
+        version: 1.6.7.2
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - '='
+      - !ruby/object:Gem::Version
+        version: 1.6.7.2
+- !ruby/object:Gem::Dependency
+  name: httpclient
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - '='
+      - !ruby/object:Gem::Version
+        version: 2.7.1
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - '='
+      - !ruby/object:Gem::Version
+        version: 2.7.1
+description: An Open Financial Exchange client.
+email: justin@forsyth.im
+executables: []
+extensions: []
+extra_rdoc_files: []
+files:
+- lib/Account.rb
+- lib/FinancialInstitution.rb
+- lib/Holding.rb
+- lib/OFXClient.rb
+homepage: http://rubygems.org/gems/funds
+licenses:
+- MIT
+metadata: {}
+post_install_message: 
+rdoc_options: []
+require_paths:
+- lib
+required_ruby_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: '0'
+required_rubygems_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: '0'
+requirements: []
+rubyforge_project: 
+rubygems_version: 2.5.1
+signing_key: 
+specification_version: 4
+summary: Funds (alpha)
+test_files: []