intuit_ids_aggcat 0.0.5 → 0.0.7

data/README.markdown

@@ -1,15 +1,23 @@
 intuit_ids_aggcat - A wrapper for Intuit's Aggregation & Categorization Data Services
 ==================================================================
-**Important Note: This gem is still under active development for its first release. Features are missing or imcomplete. It is released under the Apache 2.0 license "as-is" without warranty.**  
+**Important Note: This gem is still under active development. Some features provided by Intuit may be missing or imcomplete in this gem. It is released under the Apache 2.0 license "as-is" without warranty.**  
+
+Notice for Ruby 1.8.7 and Rails 2.x users: This gem has been tested with Ruby 1.9.2 and 1.9.3 and Rails 3.2.x. There are some known problems with the syntax used for hashes and with a lack of millisecond time formats that prevent the gem from working with Ruby 1.8.7 currently. Thanks to Vinh Pham for pointing this out.  
 
 Configuration
 -----------------
-While the first release of this gem is being developed, it will not be included in gem directories. Installation of the gem can be accomplished by cloning the code from Github and installing manually:  
+While the first release of this gem is being developed, newer versions may be available on Github that have not yet been pushed to the RubyGems repository. Installation of the gem from RubyGems can be done by running:  
+`gem install intuit_ids_aggcat`  
+
+or the latest version can be cloned from Github and installing manually:  
 `git clone https://github.com/rewardsummit/intuit_ids_aggcat.git`  
-`gem build intuit_ids_aggcat.gemspec && gem install intuit_ids_aggcat-0.0.1.gem`  
+`gem build intuit_ids_aggcat.gemspec && gem install intuit_ids_aggcat-0.0.x.gem`  
   
 ... or in a Rails environment using bundler by adding this to your Gemfile:  
-`gem 'quicken_parser', :git => 'https://github.com/rewardsummit/intuit_ids_aggcat.git'`
+`gem 'intuit_ids_aggcat', :git => 'https://github.com/rewardsummit/intuit_ids_aggcat.git'`  
+for the latest development version in Github or:  
+`gem 'intuit_ids_aggcat'`  
+for the version in the RubyGems repository that should be production-ready.
   
 Once installed, you can manually configure the gem at runtime (e.g. in a pure Ruby environment) by doing:  
 `require "intuit_ids_aggcat"`  
@@ -64,7 +72,7 @@ The gem currently provides the following helper class methods from IntuitIdsAggc
 
 - get_institutions(oauth_token_info, consumer_key, consumer_secret): all arguments optional, a "default" user context will be used for the request and consumer_key and consumer_secret will be pulled from the gem configuration if not specified. Returns an XML document with institution data.  
 - get_institution_detail(id, oauth_token_info, consumer_key, consumer_secret): id is required and is the institution ID for which the detail is retrieved, all other arguments optional, a "default" user context will be used for the request and consumer_key and consumer_secret will be pulled from the gem configuration if not specified. Returns institution detail XML document.  
-- discover_and_add_accounts_with_credentials institution_id, username, creds_hash, oauth_token_info, consumer_key, consumer_secret, timeout): Discovers and adds accounts from institution in the context of username or using the auth_tokens provided using the key/value pairs in creds_hash to populate the credentials/credential elements of the login request message. If no oauth_token_info is provided, new tokens will be provisioned using username. consumer_key, consumer_secret are optional and will be pulled from the gem configuration. timeout is optional, default is 30 seconds. **Currently only supports FIs that do NOT use MFA. Still under development!**  
+- discover_and_add_accounts_with_credentials institution_id, username, creds_hash, oauth_token_info, consumer_key, consumer_secret, timeout): Discovers and adds accounts from institution in the context of username or using the auth_tokens provided using the key/value pairs in creds_hash to populate the credentials/credential elements of the login request message. If no oauth_token_info is provided, new tokens will be provisioned using username. consumer_key, consumer_secret are optional and will be pulled from the gem configuration. timeout is optional, default is 30 seconds 
 - delete_customer(username, oauth_token_info, consumer_key, consumer_secret): Deletes a customer from aggregation in the context of username or using the oauth_tokens provided.  
   
 Return values from all methods except get_institutions and get_institution_detail are a hash with a response_code key with the HTTP response code value and a response_xml key containing a REXML::Document object.
@@ -87,7 +95,7 @@ Return values from all methods except get_institutions and get_institution_detai
   
 Testing
 ----------
-In order to thoroughly test the Intuit integration, many of the RSpec tests included with this gem make live calls to the Intuit services and use Intuit's test financial institutions/customers/accounts. In order for this to work, real OAuth tokens and the corresponding private  key and issuer ID need to be used. To configure these the tests assume there is a YAML configuration in spec/config/real_config.yml in the following format:  
+In order to thoroughly test the Intuit integration, many of the RSpec tests included with this gem make live calls to the Intuit services and use Intuit's test financial institutions/customers/accounts. In order for this to work, real OAuth tokens and the corresponding private key and issuer ID need to be used. To configure these the tests assume there is a YAML configuration in spec/config/real_config.yml in the following format:  
   
 `certificate_path: key_file`  
 `issuer_id: issuer_id`  
@@ -98,6 +106,11 @@ Note that the tests do create a test user to validate the integration and this w
   
 The .gitignore file contains spec/config/real_config.yml and spec/config/real_cert.key to prevent sensitive information from being checked in. Note that if you change the names, or .gitignore is modified, this may not hold true. Exercise caution when commiting code to public repos.  
   
+Changelog
+-----------------
+0.0.7: Added support for updating institution login information with IntuitIdsAggcat::Client::Services.update_institution_login_with_credentials
+
+
 Contributing
 -----------------
 Feel free to fork this repo, make changes and submit a pull request. 

data/lib/intuit_ids_aggcat/client/intuit_xml_mappings.rb

@@ -4,7 +4,7 @@ class DateTimeNode < XML::Mapping::SingleAttributeNode
     path,*args = super(*args)
     @path = XML::XXPath.new(path)
     args
-  end
+  end #
 
   def extract_attr_value(xml)
     # without millisecs
@@ -39,6 +39,9 @@ module IntuitIdsAggcat
   class Account; end
   class BankingAccount < Account; end
   class CreditAccount < Account; end
+  class InvestmentAccount < Account; end     
+  class LoanAccount < Account; end    
+  class OtherAccount < Account; end  
   class Choice; end
   class Transaction; end
   class BankingTransaction < Transaction; end
@@ -173,14 +176,14 @@ module IntuitIdsAggcat
     include XML::Mapping
     array_node :banking_accounts, "BankingAccount", :class => BankingAccount, :default_value => nil
     array_node :credit_accounts, "CreditAccount", :class => CreditAccount, :default_value => nil
-    #array_node :loan_accounts, "LoanAccount", :default_value => nil
-    #array_node :investment_accounts, "InvestmentAccount", :default_value => nil
+    array_node :loan_accounts, "LoanAccount", :class => LoanAccount, :default_value => nil
+    array_node :investment_accounts, "InvestmentAccount", :class => InvestmentAccount, :default_value => nil
     #array_node :rewards_accounts, "RewardsAccount", :default_value => nil
-    #array_node :other_accounts, "OtherAccount", :default_value => nil
+    array_node :other_accounts, "OtherAccount", :class => OtherAccount, :default_value => nil
   end
 
   class Account
-    include XML::Mapping
+    include XML::Mapping  
     numeric_node :account_id, "accountId", :default_value => nil
     text_node :status, "status", :default_value => nil
     text_node :account_number, "accountNumber", :default_value => nil
@@ -198,7 +201,7 @@ module IntuitIdsAggcat
     date_time_node :aggregation_attempt_date, "aggrAttemptDate", :default_value => nil
     text_node :currency_code, "currencyCode", :default_value => nil
     text_node :bank_id, "bankId", :default_value => nil
-    numeric_node :institution_login_id, "institutionLongId", :default_value => nil
+    numeric_node :institution_login_id, "institutionLoginId", :default_value => nil  
   end
 
   class BankingAccount < Account
@@ -217,6 +220,95 @@ module IntuitIdsAggcat
     numeric_node :maturity_amount, "maturityAmount", :default_value => nil
   end
 
+  class OtherAccount < Account
+    include XML::Mapping
+    use_mapping :_default
+  end
+  
+  class InvestmentAccount < Account
+    include XML::Mapping
+    
+    text_node :investment_account_type, "investmentAccountType", :default_value => nil    
+    numeric_node :interest_margin_balance, "interestMarginBalance", :default_value => nil    
+    numeric_node :short_balance, "shortBalance", :default_value => nil    
+    numeric_node :available_cash_balance, "availableCashBalance", :default_value => nil    
+    numeric_node :current_balance, "currentBalance", :default_value => nil
+    numeric_node :maturity_value_amount, "maturityValueAmount", :default_value => nil
+    numeric_node :unvested_balance, "unvestedBalance", :default_value => nil
+    numeric_node :emp_match_defer_amount, "empMatchDeferAmount", :default_value => nil
+    numeric_node :emp_match_defer_amount_ytd, "empMatchDeferAmountYtd", :default_value => nil
+    numeric_node :emp_match_amount, "empMatchAmount", :default_value => nil
+    numeric_node :emp_match_amount_ytd, "empMatchAmountYtd", :default_value => nil
+    numeric_node :emp_pre_tax_contrib_amount, "empPretaxContribAmount", :default_value => nil    
+    numeric_node :emp_pre_tax_contrib_amount_ytd, "empPretaxContribAmountYtd", :default_value => nil 
+    numeric_node :rollover_itd, "rollover_itd", :default_value => nil 
+    numeric_node :cash_balance_amount, "cashBalanceAmount", :default_value => nil 
+    numeric_node :initial_loan_balance, "initialLoanBalance", :default_value => nil 
+    date_time_node :loan_start_date, "loanStartDate", :default_value => nil 
+    numeric_node :current_loan_balance, "currentLoanBalance", :default_value => nil 
+    numeric_node :loan_rate, "loanRate", :default_value => nil     
+    
+  end  
+  
+  class LoanAccount < Account
+    include XML::Mapping
+    text_node :loan_type, "loanType", :default_value => nil
+    date_time_node :posted_date, "postedDate", :default_value => nil
+    text_node :term, "term", :default_value => nil    
+    text_node :holder_name, "holderName", :default_value => nil    
+    numeric_node :late_fee_amount, "lateFeeAmount", :default_value => nil    
+    numeric_node :payoff_amount, "payoffAmount", :default_value => nil
+    date_time_node :payoff_amount_date, "payoffAmountDate", :default_value => nil
+    text_node :reference_number, "referenceNumber", :default_value => nil    
+    date_time_node :original_maturity_date, "originalMaturityDate", :default_value => nil
+    text_node :tax_payee_name, "taxPayeeName", :default_value => nil  
+    numeric_node :principal_balance, "principalBalance", :default_value => nil
+    numeric_node :escrow_balance, "escrowBalance", :default_value => nil
+    numeric_node :interest_rate, "interestRate", :default_value => nil
+    text_node :interest_period, "interestPeriod", :default_value => nil      
+    numeric_node :initial_amount, "initialAmount", :default_value => nil
+    date_time_node :initial_date, "initialDate", :default_value => nil
+    numeric_node :next_payment_principal_amount, "nextPaymentPrincipalAmount", :default_value => nil    
+    numeric_node :next_payment_interest_amount, "nextPaymentInterestAmount", :default_value => nil        
+    numeric_node :next_payment, "nextPayment", :default_value => nil        
+    date_time_node :next_payment_date, "nextPaymentDate", :default_value => nil  
+    date_time_node :next_payment_due_date, "nextPaymentDueDate", :default_value => nil    
+    date_time_node :next_payment_receive_date, "nextPaymentReceiveDate", :default_value => nil      
+    numeric_node :last_payment_amount, "lastPaymentAmount", :default_value => nil      
+    numeric_node :last_payment_principal_amount, "lastPaymentPrincipalAmount", :default_value => nil      
+    numeric_node :last_payment_interest_amount, "lastPaymentInterestAmount", :default_value => nil      
+    numeric_node :last_payment_escrow_amount, "lastPaymentEscrowAmount", :default_value => nil      
+    numeric_node :last_payment_last_fee_amount, "lastPaymentLastFeeAmount", :default_value => nil      
+    numeric_node :last_payment_late_charge, "lastPaymentLateCharge", :default_value => nil      
+    numeric_node :principal_paid_ytd, "principalPaidYTD", :default_value => nil      
+    numeric_node :interest_paid_ytd, "interestPaidYTD", :default_value => nil   
+    numeric_node :insurance_paid_ytd, "insurancePaidYTD", :default_value => nil   
+    numeric_node :tax_paid_ytd, "taxPaidYTD", :default_value => nil   
+    boolean_node :auto_pay_enrolled, "autoPayEnrolled", :default_value => nil   
+    text_node :collateral, "collateral", :default_value => nil  
+    text_node :current_school, "currentSchool", :default_value => nil  
+    date_time_node :first_payment_date, "firstPaymentDate", :default_value => nil  
+    text_node :guarantor, "guarantor", :default_value => nil  
+    boolean_node :first_mortgage, "firstMortgage", :default_value => nil       
+    text_node :loan_payment_freq, "loanPaymentFreq", :default_value => nil  
+    numeric_node :payment_min_amount, "paymentMinAmount", :default_value => nil           
+    text_node :original_school, "originalSchool", :default_value => nil   
+    numeric_node :recurring_payment_amount, "recurringPaymentAmount", :default_value => nil   
+    text_node :lender, "lender", :default_value => nil  
+    numeric_node :ending_balance_amount, "endingBalanceAmount", :default_value => nil   
+    numeric_node :available_balance_amount, "availableBalanceAmount", :default_value => nil   
+    text_node :loan_term_type, "loanTermType", :default_value => nil  
+    numeric_node :no_of_payments, "noOfPayments", :default_value => nil    
+    numeric_node :balloon_amount, "balloonAmount", :default_value => nil
+    numeric_node :projected_interest, "projectedInterest", :default_value => nil    
+    numeric_node :interest_paid_ltd, "interestPaidLtd", :default_value => nil    
+    text_node :interest_rate_type, "interestRateType", :default_value => nil      
+    text_node :loan_payment_type, "loanPaymentType", :default_value => nil  
+    numeric_node :remainingPayments, "remainingPayments", :default_value => nil    
+    
+  end
+  
+
   class CreditAccount < Account
     include XML::Mapping
     text_node :credit_account_type, "creditAccountType", :default_value => nil
@@ -244,12 +336,16 @@ module IntuitIdsAggcat
   class Common
     include XML::Mapping
     text_node :normalized_payee_name, "normalizedPayeeName", :default_value => nil
+    text_node :merchant, "merchant", :default_value => nil   
+    text_node :sic_code, "sic", :default_value => nil       
   end
 
   class Context
     include XML::Mapping
     text_node :source, "source", :default_value => nil
     text_node :category_name, "categoryName", :default_value => nil
+    text_node :context_type, "contextType", :default_value => nil    
+    text_node :schedule_c_code, "scheduleC", :default_value => nil  
   end
 
   class Categorization
@@ -285,7 +381,6 @@ module IntuitIdsAggcat
     date_time_node :available_date, "availableDate", :default_value => nil
     numeric_node :amount, "amount", :default_value => nil
     numeric_node :running_balance_amount, "runningBalanceAmount", :default_value => nil
-    numeric_node :sic, "sic", :default_value => nil
     boolean_node :pending, "pending", "true", "false", :default_value => nil
     object_node :categorization, "categorization", :class => Categorization, :default_value => nil
   end
@@ -393,4 +488,4 @@ module IntuitIdsAggcat
     array_node :investment_transactions, "InvestmentTransaction", :class => InvestmentTransaction, :default_value => nil
     array_node :rewards_transactions, "RewardsTransaction", :class => RewardsTransaction, :default_value => nil
   end 
-end
+end

data/lib/intuit_ids_aggcat/client/saml.rb

@@ -111,13 +111,7 @@ EOF_XML
         end
 
         def get_tokens username, issuer_id = IntuitIdsAggcat.config.issuer_id, oauth_consumer_key = IntuitIdsAggcat.config.oauth_consumer_key, oauth_consumer_secret = IntuitIdsAggcat.config.oauth_consumer_secret, certificate_path = IntuitIdsAggcat.config.certificate_path, certificate_string = IntuitIdsAggcat.config.certificate_string, certificate_password = IntuitIdsAggcat.config.certificate_password
-          #if !IntuitIdsAggcat.config.oauth_token_info.nil? && !IntuitIdsAggcat.config.oauth_token_info[:oauth_token].nil? && IntuitIdsAggcat.config.oauth_token_info[:token_expiry] > (Time.now + 2)
-          #  IntuitIdsAggcat.config.oauth_token_info
-          #else
             oauth_token_info = get_oauth_info issuer_id, username, oauth_consumer_key, oauth_consumer_secret, certificate_path, certificate_string, certificate_password
-          #  IntuitIdsAggcat.config(:oauth_token_info => oauth_token_info)
-          #  oauth_token_info
-          #end
         end
 
       end

data/lib/intuit_ids_aggcat/client/services.rb

@@ -20,8 +20,12 @@ module IntuitIdsAggcat
         # consumer_key and consumer_secret will be retrieved from the Configuration class if not provided
         def get_institutions oauth_token_info = IntuitIdsAggcat::Client::Saml.get_tokens("default"), consumer_key = IntuitIdsAggcat.config.oauth_consumer_key, consumer_secret = IntuitIdsAggcat.config.oauth_consumer_secret
           response = oauth_get_request "https://financialdatafeed.platform.intuit.com/rest-war/v1/institutions", oauth_token_info, consumer_key, consumer_secret
-          institutions = Institutions.load_from_xml(response[:response_xml].root)
-          institutions.institutions
+          if response[:response_code] == "200"
+            institutions = Institutions.load_from_xml(response[:response_xml].root)
+            institutions.institutions
+          else
+            return nil
+          end
         end
 
         ##
@@ -33,6 +37,15 @@ module IntuitIdsAggcat
           institutions
         end
 
+        ##
+        # Get a specific account for a customer from aggregation at Intuit.
+        # username and account ID must be provided, if no oauth_token_info is provided, new tokens will be provisioned using username
+        def get_account username, account_id, oauth_token_info = IntuitIdsAggcat::Client::Saml.get_tokens(username), consumer_key = IntuitIdsAggcat.config.oauth_consumer_key, consumer_secret = IntuitIdsAggcat.config.oauth_consumer_secret
+          url = "https://financialdatafeed.platform.intuit.com/rest-war/v1/accounts/#{account_id}"
+          oauth_get_request url, oauth_token_info
+        end
+
+
         ##
         # Deletes the customer's accounts from aggregation at Intuit.
         # username must be provided, if no oauth_token_info is provided, new tokens will be provisioned using username
@@ -66,7 +79,9 @@ module IntuitIdsAggcat
         #    challenge_session_id: challenge session ID to pass to challenge_response if this is a challenge
         #    challenge_node_id   : challenge node ID to pass to challenge_response if this is a challenge 
         #    description         : text description of the result of the discover request
+
         def discover_and_add_accounts_with_credentials institution_id, username, creds_hash, oauth_token_info = IntuitIdsAggcat::Client::Saml.get_tokens(username), consumer_key = IntuitIdsAggcat.config.oauth_consumer_key, consumer_secret = IntuitIdsAggcat.config.oauth_consumer_secret, timeout = 30
+
           url = "https://financialdatafeed.platform.intuit.com/rest-war/v1/institutions/#{institution_id}/logins"
           credentials_array = []
           creds_hash.each do |k,v|
@@ -102,11 +117,49 @@ module IntuitIdsAggcat
         ##
         # Gets all accounts for a customer
         def get_customer_accounts username, oauth_token_info = IntuitIdsAggcat::Client::Saml.get_tokens(username), consumer_key = IntuitIdsAggcat.config.oauth_consumer_key, consumer_secret = IntuitIdsAggcat.config.oauth_consumer_secret
-          url = "https://financialdatafeed.platform.intuit.com/rest-war/v1/accounts/"
+          url = "https://financialdatafeed.platform.intuit.com/v1/accounts/"
+          response = oauth_get_request url, oauth_token_info
+          accounts = AccountList.load_from_xml(response[:response_xml].root)
+        end
+
+        ##
+        # Gets accounts for a specific customer login_id
+        def get_login_accounts login_id, username, oauth_token_info = IntuitIdsAggcat::Client::Saml.get_tokens(username), consumer_key = IntuitIdsAggcat.config.oauth_consumer_key, consumer_secret = IntuitIdsAggcat.config.oauth_consumer_secret
+          url = "https://financialdatafeed.platform.intuit.com/v1/logins/#{login_id}/accounts"
           response = oauth_get_request url, oauth_token_info
           accounts = AccountList.load_from_xml(response[:response_xml].root)
         end
 
+        ##
+        # Updates an existing customer account with new credentials at an institution
+        # Response can include an MFA challenge; see the return values for discover_and_add_accounts_with_credentials for
+        # more information on possible responses
+        def update_institution_login_with_credentials login_id, username, creds_hash, oauth_token_info = IntuitIdsAggcat::Client::Saml.get_tokens(username), consumer_key = IntuitIdsAggcat.config.oauth_consumer_key, consumer_secret = IntuitIdsAggcat.config.oauth_consumer_secret
+          url = "https://financialdatafeed.platform.intuit.com/v1/logins/#{login_id}?refresh=true"
+          credentials_array = []
+          creds_hash.each do |k,v|
+            c = Credential.new
+            c.name = k
+            c.value = v
+            credentials_array.push c
+          end
+          creds = Credentials.new
+          creds.credential = credentials_array
+          il = InstitutionLogin.new
+          il.credentials = creds
+          response = oauth_put_request url, oauth_token_info, il.save_to_xml.to_s
+          update_credentials_data_to_hash response
+        end
+
+        ##
+        # Explicitly refreshes the customer account with new credentials at an institution
+        def update_institution_login_explicit_refresh login_id, username, oauth_token_info = IntuitIdsAggcat::Client::Saml.get_tokens(username), consumer_key = IntuitIdsAggcat.config.oauth_consumer_key, consumer_secret = IntuitIdsAggcat.config.oauth_consumer_secret
+          url = "https://financialdatafeed.platform.intuit.com/v1/logins/#{login_id}?refresh=true"
+          body = InstitutionLogin.new.save_to_xml.to_s
+          response = oauth_put_request url, oauth_token_info, body
+          return response
+        end
+
         ##
         # Get transactions for a specific account and timeframe
         def get_account_transactions username, account_id, start_date, end_date = nil, oauth_token_info = IntuitIdsAggcat::Client::Saml.get_tokens(username), consumer_key = IntuitIdsAggcat.config.oauth_consumer_key, consumer_secret = IntuitIdsAggcat.config.oauth_consumer_secret
@@ -121,6 +174,39 @@ module IntuitIdsAggcat
           tl = IntuitIdsAggcat::TransactionList.load_from_xml xml.root
         end
 
+        ## 
+        # Helper method for parsing discover credential update response data
+        def update_credentials_data_to_hash daa
+          challenge_type = "none"
+          if daa[:response_code] == "200"
+            # return account list
+            accounts = AccountList.load_from_xml(daa[:response_xml].root)
+            { update_response: daa, challenge_type: challenge_type, challenge: nil, description: "Account information updated." }
+          elsif daa[:response_code] == "401" && daa[:challenge_session_id]
+            # return challenge
+            challenge = Challenges.load_from_xml(daa[:response_xml].root)
+            challenge_type = "unknown"
+            if challenge.save_to_xml.to_s.include?("<choice>")
+              challenge_type = "choice"
+            elsif challenge.save_to_xml.to_s.include?("image")
+              challenge_type ="image"
+            else
+              challenge_type = "text"
+            end
+            { update_response: daa, accounts: nil, challenge_type: challenge_type, challenge: challenge, challenge_session_id: daa[:challenge_session_id], challenge_node_id: daa[:challenge_node_id], description: "Multi-factor authentication required to update credentials." }
+          elsif daa[:response_code] == "404"
+            { update_response: daa, accounts: nil, challenge_type: challenge_type, challenge: nil, description: "Login ID not found." }
+          elsif daa[:response_code] == "408"
+            { update_response: daa, accounts: nil, challenge_type: challenge_type, challenge: nil, description: "Timed out." }
+          elsif daa[:response_code] == "500"
+            { update_response: daa, accounts: nil, challenge_type: challenge_type, challenge: nil, description: "Internal server error." }
+          elsif daa[:response_code] == "503"
+            { update_response: daa, accounts: nil, challenge_type: challenge_type, challenge: nil, description: "Problem at the finanical institution." }
+          else
+            { update_response: daa, accounts: nil, challenge_type: challenge_type, challenge: nil, description: "Unknown error." }
+          end
+        end
+
         ## 
         # Helper method for parsing discover account response data
         def discover_account_data_to_hash daa
@@ -187,8 +273,34 @@ module IntuitIdsAggcat
           options = options.merge({ :proxy => IntuitIdsAggcat.config.proxy}) if !IntuitIdsAggcat.config.proxy.nil?
           consumer = OAuth::Consumer.new(consumer_key, consumer_secret, options)
           access_token = OAuth::AccessToken.new(consumer, oauth_token, oauth_token_secret)
-          response = access_token.get(url, { "Content-Type"=>'application/xml', 'Host' => 'financialdatafeed.platform.intuit.com' })
-          response_xml = REXML::Document.new response.body
+          begin
+            response = access_token.get(url, { "Content-Type"=>'application/xml', 'Host' => 'financialdatafeed.platform.intuit.com' })
+            response_xml = REXML::Document.new response.body
+          rescue REXML::ParseException => msg
+              #Rails.logger.error "REXML Parse Exception"
+              return nil
+          end
+          { :response_code => response.code, :response_xml => response_xml }
+        end
+
+        ##
+        # Helper method to issue put requests
+        def oauth_put_request url, oauth_token_info, body = nil, consumer_key = IntuitIdsAggcat.config.oauth_consumer_key, consumer_secret = IntuitIdsAggcat.config.oauth_consumer_secret, timeout = 120
+          oauth_token = oauth_token_info[:oauth_token]
+          oauth_token_secret = oauth_token_info[:oauth_token_secret]
+
+          options = { :request_token_path => 'https://financialdatafeed.platform.intuit.com', :timeout => timeout, :http_method => :put } 
+          options = options.merge({ :proxy => IntuitIdsAggcat.config.proxy}) if !IntuitIdsAggcat.config.proxy.nil?
+          consumer = OAuth::Consumer.new(consumer_key, consumer_secret, options)
+          access_token = OAuth::AccessToken.new(consumer, oauth_token, oauth_token_secret)
+          begin
+            response = access_token.put(url, body, { "Content-Type"=>'application/xml', 'Host' => 'financialdatafeed.platform.intuit.com' })
+            response_xml = REXML::Document.new response.body
+          rescue REXML::ParseException => msg
+              #Rails.logger.error "REXML Parse Exception"
+              #Rails.logger.error msg
+              return nil
+          end
           { :response_code => response.code, :response_xml => response_xml }
         end
 

data/lib/intuit_ids_aggcat/rails.rb

@@ -80,7 +80,7 @@ module IntuitIdsAggcat
     # Configures gem to log to the Rails default logger.
     # @return [nil]
     def self.log_to_rails_logger
-      AWS.config(:logger => rails_logger)
+     # AWS.config(:logger => rails_logger)
       nil
     end
 

data/lib/intuit_ids_aggcat/version.rb

@@ -1,3 +1,3 @@
 module IntuitIdsAggcat
-  VERSION = "0.0.5"
+  VERSION = "0.0.7"
 end

data/spec/saml_spec.rb

@@ -21,5 +21,22 @@ describe IntuitIdsAggcat::Client::Saml do
     tokens[:oauth_token].should_not be_nil
     tokens[:token_expiry].should_not be_nil
   end
+
+  it "should return different tokens for different usernames" do 
+    path = Pathname.new("spec/config/real_config.yml")  
+    config = YAML::load(ERB.new(File.read(path)).result)  
+    IntuitIdsAggcat.config(config)   
+    tokens = IntuitIdsAggcat::Client::Saml.get_tokens "test" 
+    tokens[:oauth_token_secret].should_not be_nil
+    tokens[:oauth_token].should_not be_nil  
+    tokens[:token_expiry].should_not be_nil  
+    tokens2 = IntuitIdsAggcat::Client::Saml.get_tokens "test2"  
+    tokens2[:oauth_token_secret].should_not be_nil    
+    tokens2[:oauth_token].should_not be_nil     
+    tokens2[:token_expiry].should_not be_nil    
+    tokens[:oauth_token_secret].should_not eql(tokens2[:oauth_token_secret])   
+    tokens[:oauth_token].should_not eql(tokens2[:oauth_token])      
+  end
+
 end
 

data/spec/services_spec.rb

@@ -63,13 +63,20 @@ describe IntuitIdsAggcat::Client::Services do
     x.should_not be_nil
     x.banking_accounts.count.should be > 2
 
+    # get the login ID to use later in the test
+    login_id = x.banking_accounts[0].institution_login_id
+
     # get transactions from 90 days ago until current
     start = Time.now - (90 * 24 * 60 * 60)
-    y = IntuitIdsAggcat::Client::Services.get_account_transactions 1, x.banking_accounts[0].account_id, start
+    y = IntuitIdsAggcat::Client::Services.get_account_transactions "9cj2hbjfgh47cna72", x.banking_accounts[0].account_id, start
     y.should_not be_nil
     y.banking_transactions[0].id.should_not be_nil
     y.banking_transactions[0].amount.should_not be_nil
     
+    # refresh credentials and confirm we get accounts back again
+    x = IntuitIdsAggcat::Client::Services.update_institution_login_with_credentials login_id, "9cj2hbjfgh47cna72", { "Banking Userid" => "direct", "Banking Password" => "anyvalue" } 
+    x[:update_response][:response_code].should == "200"
+
     # delete customer
     x = IntuitIdsAggcat::Client::Services.delete_customer "9cj2hbjfgh47cna72"
     x[:response_code].should == "200"

metadata

@@ -1,121 +1,135 @@
---- !ruby/object:Gem::Specification 
+--- !ruby/object:Gem::Specification
 name: intuit_ids_aggcat
-version: !ruby/object:Gem::Version 
-  prerelease: false
-  segments: 
-  - 0
-  - 0
-  - 5
-  version: 0.0.5
+version: !ruby/object:Gem::Version
+  version: 0.0.7
+  prerelease: 
 platform: ruby
-authors: 
+authors:
 - Chris Hart
 autorequire: 
 bindir: bin
 cert_chain: []
-
-date: 2012-12-02 00:00:00 -05:00
-default_executable: 
-dependencies: 
-- !ruby/object:Gem::Dependency 
+date: 2013-07-03 00:00:00.000000000 Z
+dependencies:
+- !ruby/object:Gem::Dependency
   name: rspec
-  prerelease: false
-  requirement: &id001 !ruby/object:Gem::Requirement 
-    requirements: 
+  requirement: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
     - - ~>
-      - !ruby/object:Gem::Version 
-        segments: 
-        - 2
-        - 11
-        version: "2.11"
+      - !ruby/object:Gem::Version
+        version: '2.11'
   type: :development
-  version_requirements: *id001
-- !ruby/object:Gem::Dependency 
-  name: vcr
   prerelease: false
-  requirement: &id002 !ruby/object:Gem::Requirement 
-    requirements: 
+  version_requirements: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
     - - ~>
-      - !ruby/object:Gem::Version 
-        segments: 
-        - 2
-        - 2
-        version: "2.2"
+      - !ruby/object:Gem::Version
+        version: '2.11'
+- !ruby/object:Gem::Dependency
+  name: vcr
+  requirement: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
+        version: '2.2'
   type: :development
-  version_requirements: *id002
-- !ruby/object:Gem::Dependency 
-  name: fakeweb
   prerelease: false
-  requirement: &id003 !ruby/object:Gem::Requirement 
-    requirements: 
+  version_requirements: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
+        version: '2.2'
+- !ruby/object:Gem::Dependency
+  name: fakeweb
+  requirement: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
     - - ~>
-      - !ruby/object:Gem::Version 
-        segments: 
-        - 1
-        - 3
-        version: "1.3"
+      - !ruby/object:Gem::Version
+        version: '1.3'
   type: :development
-  version_requirements: *id003
-- !ruby/object:Gem::Dependency 
-  name: oauth
   prerelease: false
-  requirement: &id004 !ruby/object:Gem::Requirement 
-    requirements: 
+  version_requirements: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
+        version: '1.3'
+- !ruby/object:Gem::Dependency
+  name: oauth
+  requirement: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
     - - ~>
-      - !ruby/object:Gem::Version 
-        segments: 
-        - 0
-        - 4
-        version: "0.4"
+      - !ruby/object:Gem::Version
+        version: '0.4'
   type: :runtime
-  version_requirements: *id004
-- !ruby/object:Gem::Dependency 
-  name: nokogiri
   prerelease: false
-  requirement: &id005 !ruby/object:Gem::Requirement 
-    requirements: 
+  version_requirements: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
+        version: '0.4'
+- !ruby/object:Gem::Dependency
+  name: nokogiri
+  requirement: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
     - - ~>
-      - !ruby/object:Gem::Version 
-        segments: 
-        - 1
-        - 5
-        version: "1.5"
+      - !ruby/object:Gem::Version
+        version: '1.5'
   type: :runtime
-  version_requirements: *id005
-- !ruby/object:Gem::Dependency 
-  name: xml-mapping
   prerelease: false
-  requirement: &id006 !ruby/object:Gem::Requirement 
-    requirements: 
-    - - ">="
-      - !ruby/object:Gem::Version 
-        segments: 
-        - 0
-        version: "0"
+  version_requirements: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
+    - - ~>
+      - !ruby/object:Gem::Version
+        version: '1.5'
+- !ruby/object:Gem::Dependency
+  name: xml-mapping
+  requirement: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
+    - - ! '>='
+      - !ruby/object:Gem::Version
+        version: '0'
   type: :runtime
-  version_requirements: *id006
-- !ruby/object:Gem::Dependency 
-  name: activesupport
   prerelease: false
-  requirement: &id007 !ruby/object:Gem::Requirement 
-    requirements: 
-    - - ">="
-      - !ruby/object:Gem::Version 
-        segments: 
-        - 0
-        version: "0"
+  version_requirements: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
+    - - ! '>='
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: activesupport
+  requirement: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
+    - - ! '>='
+      - !ruby/object:Gem::Version
+        version: '0'
   type: :runtime
-  version_requirements: *id007
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    none: false
+    requirements:
+    - - ! '>='
+      - !ruby/object:Gem::Version
+        version: '0'
 description: Provides a wrapped for the IPP AggCat interfaces
-email: 
+email:
 - chris@rewardsummit.com
 executables: []
-
 extensions: []
-
 extra_rdoc_files: []
-
-files: 
+files:
 - README.markdown
 - LICENSE.txt
 - lib/intuit_ids_aggcat/client/intuit_xml_mappings.rb
@@ -126,37 +140,38 @@ files:
 - lib/intuit_ids_aggcat/rails.rb
 - lib/intuit_ids_aggcat/version.rb
 - lib/intuit_ids_aggcat.rb
-has_rdoc: true
-homepage: ""
+- spec/config/intuit_ids_aggcat.yml
+- spec/config/test.crt
+- spec/configuration_spec.rb
+- spec/rails_spec.rb
+- spec/saml_spec.rb
+- spec/services_spec.rb
+- spec/spec_helper.rb
+homepage: ''
 licenses: []
-
 post_install_message: 
 rdoc_options: []
-
-require_paths: 
+require_paths:
 - lib
-required_ruby_version: !ruby/object:Gem::Requirement 
-  requirements: 
-  - - ">="
-    - !ruby/object:Gem::Version 
-      segments: 
-      - 0
-      version: "0"
-required_rubygems_version: !ruby/object:Gem::Requirement 
-  requirements: 
-  - - ">="
-    - !ruby/object:Gem::Version 
-      segments: 
-      - 0
-      version: "0"
+required_ruby_version: !ruby/object:Gem::Requirement
+  none: false
+  requirements:
+  - - ! '>='
+    - !ruby/object:Gem::Version
+      version: '0'
+required_rubygems_version: !ruby/object:Gem::Requirement
+  none: false
+  requirements:
+  - - ! '>='
+    - !ruby/object:Gem::Version
+      version: '0'
 requirements: []
-
 rubyforge_project: intuit_ids_aggcat
-rubygems_version: 1.3.6
+rubygems_version: 1.8.25
 signing_key: 
 specification_version: 3
 summary: Integration for Intuit's aggregation and categorization services
-test_files: 
+test_files:
 - spec/config/intuit_ids_aggcat.yml
 - spec/config/test.crt
 - spec/configuration_spec.rb