mx-platform-ruby 0.1.1 → 0.2.0
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- checksums.yaml +4 -4
- data/Gemfile +6 -2
- data/Gemfile.lock +84 -0
- data/README.md +236 -33
- data/Rakefile +8 -9
- data/lib/mx-platform-ruby.rb +126 -35
- data/lib/mx-platform-ruby/api/mx_platform_api.rb +4917 -0
- data/lib/mx-platform-ruby/api_client.rb +395 -0
- data/lib/mx-platform-ruby/api_error.rb +57 -0
- data/lib/mx-platform-ruby/configuration.rb +276 -0
- data/lib/mx-platform-ruby/models/account.rb +569 -0
- data/lib/mx-platform-ruby/models/account_number.rb +281 -0
- data/lib/mx-platform-ruby/models/account_numbers_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/account_owner.rb +317 -0
- data/lib/mx-platform-ruby/models/account_owners_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/account_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/account_update_request.rb +218 -0
- data/lib/mx-platform-ruby/models/account_update_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/accounts_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/categories_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/category.rb +281 -0
- data/lib/mx-platform-ruby/models/category_create_request.rb +241 -0
- data/lib/mx-platform-ruby/models/category_create_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/category_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/category_update_request.rb +227 -0
- data/lib/mx-platform-ruby/models/category_update_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/challenge.rb +276 -0
- data/lib/mx-platform-ruby/models/challenge_image_options.rb +236 -0
- data/lib/mx-platform-ruby/models/challenge_options.rb +227 -0
- data/lib/mx-platform-ruby/models/challenges_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/connect_widget.rb +227 -0
- data/lib/mx-platform-ruby/models/connect_widget_request.rb +308 -0
- data/lib/mx-platform-ruby/models/connect_widget_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/connect_widget_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/credential.rb +254 -0
- data/lib/mx-platform-ruby/models/credential_request.rb +227 -0
- data/lib/mx-platform-ruby/models/credentials_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/enhance_transaction.rb +353 -0
- data/lib/mx-platform-ruby/models/enhance_transactions_request.rb +264 -0
- data/lib/mx-platform-ruby/models/enhance_transactions_request_body.rb +220 -0
- data/lib/mx-platform-ruby/models/enhance_transactions_response_body.rb +220 -0
- data/lib/mx-platform-ruby/models/holding.rb +371 -0
- data/lib/mx-platform-ruby/models/holding_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/holdings_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/inline_response200.rb +218 -0
- data/lib/mx-platform-ruby/models/institution.rb +299 -0
- data/lib/mx-platform-ruby/models/institution_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/institutions_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/member.rb +317 -0
- data/lib/mx-platform-ruby/models/member_create_request.rb +284 -0
- data/lib/mx-platform-ruby/models/member_create_request_body.rb +236 -0
- data/lib/mx-platform-ruby/models/member_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/member_resume_request.rb +220 -0
- data/lib/mx-platform-ruby/models/member_resume_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/member_status.rb +292 -0
- data/lib/mx-platform-ruby/models/member_status_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/member_update_request.rb +256 -0
- data/lib/mx-platform-ruby/models/member_update_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/members_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/merchant.rb +263 -0
- data/lib/mx-platform-ruby/models/merchant_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/merchants_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/o_auth_window.rb +227 -0
- data/lib/mx-platform-ruby/models/o_auth_window_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/pagination.rb +245 -0
- data/lib/mx-platform-ruby/models/statement.rb +281 -0
- data/lib/mx-platform-ruby/models/statement_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/statements_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/tag.rb +236 -0
- data/lib/mx-platform-ruby/models/tag_create_request.rb +223 -0
- data/lib/mx-platform-ruby/models/tag_create_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/tag_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/tag_update_request.rb +223 -0
- data/lib/mx-platform-ruby/models/tag_update_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/tagging.rb +254 -0
- data/lib/mx-platform-ruby/models/tagging_create_request.rb +237 -0
- data/lib/mx-platform-ruby/models/tagging_create_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/tagging_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/tagging_update_request.rb +223 -0
- data/lib/mx-platform-ruby/models/tagging_update_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/taggings_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/tags_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/transaction.rb +533 -0
- data/lib/mx-platform-ruby/models/transaction_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/transaction_rule.rb +272 -0
- data/lib/mx-platform-ruby/models/transaction_rule_create_request.rb +246 -0
- data/lib/mx-platform-ruby/models/transaction_rule_create_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/transaction_rule_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/transaction_rule_update_request.rb +236 -0
- data/lib/mx-platform-ruby/models/transaction_rule_update_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/transaction_rules_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/transaction_update_request.rb +223 -0
- data/lib/mx-platform-ruby/models/transaction_update_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/transactions_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/user.rb +254 -0
- data/lib/mx-platform-ruby/models/user_create_request.rb +245 -0
- data/lib/mx-platform-ruby/models/user_create_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/user_response_body.rb +218 -0
- data/lib/mx-platform-ruby/models/user_update_request.rb +245 -0
- data/lib/mx-platform-ruby/models/user_update_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/users_response_body.rb +229 -0
- data/lib/mx-platform-ruby/models/widget.rb +236 -0
- data/lib/mx-platform-ruby/models/widget_request.rb +331 -0
- data/lib/mx-platform-ruby/models/widget_request_body.rb +218 -0
- data/lib/mx-platform-ruby/models/widget_response_body.rb +218 -0
- data/lib/mx-platform-ruby/version.rb +13 -3
- data/mx-platform-ruby.gemspec +34 -27
- data/openapi/mx_platform_ruby.yml +11 -0
- data/spec/api/mx_platform_api_spec.rb +979 -0
- data/spec/api_client_spec.rb +188 -0
- data/spec/configuration_spec.rb +42 -0
- data/spec/models/account_number_spec.rb +76 -0
- data/spec/models/account_numbers_response_body_spec.rb +40 -0
- data/spec/models/account_owner_spec.rb +100 -0
- data/spec/models/account_owners_response_body_spec.rb +40 -0
- data/spec/models/account_response_body_spec.rb +34 -0
- data/spec/models/account_spec.rb +268 -0
- data/spec/models/account_update_request_body_spec.rb +34 -0
- data/spec/models/account_update_request_spec.rb +34 -0
- data/spec/models/accounts_response_body_spec.rb +40 -0
- data/spec/models/categories_response_body_spec.rb +40 -0
- data/spec/models/category_create_request_body_spec.rb +34 -0
- data/spec/models/category_create_request_spec.rb +46 -0
- data/spec/models/category_response_body_spec.rb +34 -0
- data/spec/models/category_spec.rb +76 -0
- data/spec/models/category_update_request_body_spec.rb +34 -0
- data/spec/models/category_update_request_spec.rb +40 -0
- data/spec/models/challenge_image_options_spec.rb +46 -0
- data/spec/models/challenge_options_spec.rb +40 -0
- data/spec/models/challenge_spec.rb +70 -0
- data/spec/models/challenges_response_body_spec.rb +40 -0
- data/spec/models/connect_widget_request_body_spec.rb +34 -0
- data/spec/models/connect_widget_request_spec.rb +94 -0
- data/spec/models/connect_widget_response_body_spec.rb +34 -0
- data/spec/models/connect_widget_spec.rb +40 -0
- data/spec/models/credential_request_spec.rb +40 -0
- data/spec/models/credential_spec.rb +58 -0
- data/spec/models/credentials_response_body_spec.rb +40 -0
- data/spec/models/enhance_transaction_spec.rb +124 -0
- data/spec/models/enhance_transactions_request_body_spec.rb +34 -0
- data/spec/models/enhance_transactions_request_spec.rb +58 -0
- data/spec/models/enhance_transactions_response_body_spec.rb +34 -0
- data/spec/models/holding_response_body_spec.rb +34 -0
- data/spec/models/holding_spec.rb +136 -0
- data/spec/models/holdings_response_body_spec.rb +40 -0
- data/spec/models/inline_response200_spec.rb +34 -0
- data/spec/models/institution_response_body_spec.rb +34 -0
- data/spec/models/institution_spec.rb +88 -0
- data/spec/models/institutions_response_body_spec.rb +40 -0
- data/spec/models/member_create_request_body_spec.rb +46 -0
- data/spec/models/member_create_request_spec.rb +70 -0
- data/spec/models/member_response_body_spec.rb +34 -0
- data/spec/models/member_resume_request_body_spec.rb +34 -0
- data/spec/models/member_resume_request_spec.rb +34 -0
- data/spec/models/member_spec.rb +100 -0
- data/spec/models/member_status_response_body_spec.rb +34 -0
- data/spec/models/member_status_spec.rb +82 -0
- data/spec/models/member_update_request_body_spec.rb +34 -0
- data/spec/models/member_update_request_spec.rb +58 -0
- data/spec/models/members_response_body_spec.rb +40 -0
- data/spec/models/merchant_response_body_spec.rb +34 -0
- data/spec/models/merchant_spec.rb +64 -0
- data/spec/models/merchants_response_body_spec.rb +40 -0
- data/spec/models/o_auth_window_response_body_spec.rb +34 -0
- data/spec/models/o_auth_window_spec.rb +40 -0
- data/spec/models/pagination_spec.rb +52 -0
- data/spec/models/statement_response_body_spec.rb +34 -0
- data/spec/models/statement_spec.rb +76 -0
- data/spec/models/statements_response_body_spec.rb +40 -0
- data/spec/models/tag_create_request_body_spec.rb +34 -0
- data/spec/models/tag_create_request_spec.rb +34 -0
- data/spec/models/tag_response_body_spec.rb +34 -0
- data/spec/models/tag_spec.rb +46 -0
- data/spec/models/tag_update_request_body_spec.rb +34 -0
- data/spec/models/tag_update_request_spec.rb +34 -0
- data/spec/models/tagging_create_request_body_spec.rb +34 -0
- data/spec/models/tagging_create_request_spec.rb +40 -0
- data/spec/models/tagging_response_body_spec.rb +34 -0
- data/spec/models/tagging_spec.rb +58 -0
- data/spec/models/tagging_update_request_body_spec.rb +34 -0
- data/spec/models/tagging_update_request_spec.rb +34 -0
- data/spec/models/taggings_response_body_spec.rb +40 -0
- data/spec/models/tags_response_body_spec.rb +40 -0
- data/spec/models/transaction_response_body_spec.rb +34 -0
- data/spec/models/transaction_rule_create_request_body_spec.rb +34 -0
- data/spec/models/transaction_rule_create_request_spec.rb +46 -0
- data/spec/models/transaction_rule_response_body_spec.rb +34 -0
- data/spec/models/transaction_rule_spec.rb +70 -0
- data/spec/models/transaction_rule_update_request_body_spec.rb +34 -0
- data/spec/models/transaction_rule_update_request_spec.rb +46 -0
- data/spec/models/transaction_rules_response_body_spec.rb +40 -0
- data/spec/models/transaction_spec.rb +244 -0
- data/spec/models/transaction_update_request_body_spec.rb +34 -0
- data/spec/models/transaction_update_request_spec.rb +34 -0
- data/spec/models/transactions_response_body_spec.rb +40 -0
- data/spec/models/user_create_request_body_spec.rb +34 -0
- data/spec/models/user_create_request_spec.rb +52 -0
- data/spec/models/user_response_body_spec.rb +34 -0
- data/spec/models/user_spec.rb +58 -0
- data/spec/models/user_update_request_body_spec.rb +34 -0
- data/spec/models/user_update_request_spec.rb +52 -0
- data/spec/models/users_response_body_spec.rb +40 -0
- data/spec/models/widget_request_body_spec.rb +34 -0
- data/spec/models/widget_request_spec.rb +106 -0
- data/spec/models/widget_response_body_spec.rb +34 -0
- data/spec/models/widget_spec.rb +46 -0
- data/spec/spec_helper.rb +100 -13
- metadata +317 -144
- data/.github/workflows/test.yml +0 -20
- data/.gitignore +0 -13
- data/.rubocop.yml +0 -44
- data/lib/mx-platform-ruby/account.rb +0 -107
- data/lib/mx-platform-ruby/account_number.rb +0 -57
- data/lib/mx-platform-ruby/account_owner.rb +0 -42
- data/lib/mx-platform-ruby/category.rb +0 -127
- data/lib/mx-platform-ruby/challenge.rb +0 -37
- data/lib/mx-platform-ruby/client.rb +0 -59
- data/lib/mx-platform-ruby/connect_widget.rb +0 -43
- data/lib/mx-platform-ruby/credential.rb +0 -54
- data/lib/mx-platform-ruby/enhanced_transaction.rb +0 -44
- data/lib/mx-platform-ruby/error.rb +0 -6
- data/lib/mx-platform-ruby/holding.rb +0 -87
- data/lib/mx-platform-ruby/institution.rb +0 -78
- data/lib/mx-platform-ruby/member.rb +0 -242
- data/lib/mx-platform-ruby/member_status.rb +0 -35
- data/lib/mx-platform-ruby/merchant.rb +0 -52
- data/lib/mx-platform-ruby/oauth_window.rb +0 -32
- data/lib/mx-platform-ruby/pageable.rb +0 -29
- data/lib/mx-platform-ruby/statement.rb +0 -70
- data/lib/mx-platform-ruby/tag.rb +0 -104
- data/lib/mx-platform-ruby/tagging.rb +0 -107
- data/lib/mx-platform-ruby/transaction.rb +0 -162
- data/lib/mx-platform-ruby/transaction_rule.rb +0 -112
- data/lib/mx-platform-ruby/user.rb +0 -112
- data/lib/mx-platform-ruby/widget.rb +0 -49
- data/spec/lib/mx-platform-ruby/account_number_spec.rb +0 -100
- data/spec/lib/mx-platform-ruby/account_owner_spec.rb +0 -71
- data/spec/lib/mx-platform-ruby/account_spec.rb +0 -267
- data/spec/lib/mx-platform-ruby/category_spec.rb +0 -244
- data/spec/lib/mx-platform-ruby/challenge_spec.rb +0 -72
- data/spec/lib/mx-platform-ruby/client_spec.rb +0 -101
- data/spec/lib/mx-platform-ruby/connect_widget_spec.rb +0 -66
- data/spec/lib/mx-platform-ruby/credential_spec.rb +0 -90
- data/spec/lib/mx-platform-ruby/enhanced_transaction_spec.rb +0 -89
- data/spec/lib/mx-platform-ruby/holding_spec.rb +0 -178
- data/spec/lib/mx-platform-ruby/institution_spec.rb +0 -141
- data/spec/lib/mx-platform-ruby/member_spec.rb +0 -557
- data/spec/lib/mx-platform-ruby/member_status_spec.rb +0 -76
- data/spec/lib/mx-platform-ruby/merchant_spec.rb +0 -89
- data/spec/lib/mx-platform-ruby/oauth_window_spec.rb +0 -47
- data/spec/lib/mx-platform-ruby/pageable_spec.rb +0 -75
- data/spec/lib/mx-platform-ruby/statement_spec.rb +0 -130
- data/spec/lib/mx-platform-ruby/tag_spec.rb +0 -179
- data/spec/lib/mx-platform-ruby/tagging_spec.rb +0 -191
- data/spec/lib/mx-platform-ruby/transaction_rule_spec.rb +0 -207
- data/spec/lib/mx-platform-ruby/transaction_spec.rb +0 -449
- data/spec/lib/mx-platform-ruby/user_spec.rb +0 -196
- data/spec/lib/mx-platform-ruby/widget_spec.rb +0 -76
- data/spec/lib/mx-platform-ruby_spec.rb +0 -15
- data/spec/sample.pdf +0 -0
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# frozen_string_literal: true
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module MXPlatformRuby
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class Client
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BASE_URL = 'https://int-api.mx.com'
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attr_accessor :base_url, :password, :username
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def initialize(base_url = BASE_URL, password = nil, username = nil)
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@base_url = base_url
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@password = password
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@username = username
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end
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def http_client
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@http_client ||= ::HTTPClient.new
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end
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def make_request(options = {})
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body = ::JSON.dump(options[:request_body]) if options[:request_body]
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headers = default_headers.merge(options[:headers] || {})
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url = "#{base_url}#{options[:endpoint]}"
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url = "#{url}?#{::URI.encode_www_form(options[:query_params])}" if options[:query_params]
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method = options[:http_method]
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response = http_client.public_send(method, url, body, headers)
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handle_response(response)
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end
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private
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def default_headers
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{
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'Accept': 'application/vnd.mx.api.v1+json',
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'Authorization': "Basic #{::Base64.urlsafe_encode64("#{username}:#{password}")}",
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'Content-Type': 'application/json'
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}
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end
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def format_response_body(body)
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::JSON.parse(body)
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rescue JSON::ParserError
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file = ::Tempfile.new
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file.write(body)
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file.close
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file
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end
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def handle_response(response)
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# Handle 200-206 responses as acceptable
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raise ::MXPlatformRuby::Error, "#{response.status}: #{response.body}" unless response.status.between?(200, 206)
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return if response.body.empty?
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format_response_body(response.body)
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end
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end
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end
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module MXPlatformRuby
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class ConnectWidget
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include ::ActiveAttr::Model
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attribute :connect_widget_url
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attribute :guid
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def self.request_connect_widget_url(options = {})
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request_connect_widget_url_options = request_connect_widget_url_options(options)
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response = ::MXPlatformRuby.client.make_request(request_connect_widget_url_options)
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user_params = response['user']
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::MXPlatformRuby::ConnectWidget.new(user_params)
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end
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# Private class methods
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def self.request_connect_widget_url_options(options)
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{
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endpoint: "/users/#{options[:user_guid]}/connect_widget_url",
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http_method: :post,
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request_body: {
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config: {
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color_scheme: options[:color_scheme],
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current_institution_code: options[:current_institution_code],
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current_member_guid: options[:current_member_guid],
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disable_institution_search: options[:disable_institution_search],
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include_transactions: options[:include_transactions],
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is_mobile_webview: options[:is_mobile_webview],
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mode: options[:mode],
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ui_message_version: options[:ui_message_version],
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ui_message_webview_url_scheme: options[:ui_message_webview_url_scheme],
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update_credentials: options[:update_credentials],
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wait_for_full_aggregation: options[:wait_for_full_aggregation]
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}.compact
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}
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}
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end
|
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|
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private_class_method :request_connect_widget_url_options
|
42
|
-
end
|
43
|
-
end
|
@@ -1,54 +0,0 @@
|
|
1
|
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# frozen_string_literal: true
|
2
|
-
|
3
|
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module MXPlatformRuby
|
4
|
-
class Credential
|
5
|
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extend ::MXPlatformRuby::Pageable
|
6
|
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include ::ActiveAttr::Model
|
7
|
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|
8
|
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attribute :display_order
|
9
|
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attribute :field_name
|
10
|
-
attribute :field_type
|
11
|
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attribute :guid
|
12
|
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attribute :label
|
13
|
-
|
14
|
-
def self.list_institution_required_credentials(options = {})
|
15
|
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options = list_institution_required_credentials_options(options)
|
16
|
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|
17
|
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paginate(options)
|
18
|
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end
|
19
|
-
|
20
|
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def self.list_member_credentials(options = {})
|
21
|
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options = list_member_credentials_options(options)
|
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|
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|
23
|
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paginate(options)
|
24
|
-
end
|
25
|
-
|
26
|
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# Private class methods
|
27
|
-
|
28
|
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def self.list_institution_required_credentials_options(options)
|
29
|
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{
|
30
|
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endpoint: "/institutions/#{options[:institution_code]}/credentials",
|
31
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http_method: :get,
|
32
|
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query_params: {
|
33
|
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page: options[:page],
|
34
|
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records_per_page: options[:records_per_page]
|
35
|
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}.compact,
|
36
|
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resource: 'credentials'
|
37
|
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}
|
38
|
-
end
|
39
|
-
private_class_method :list_institution_required_credentials_options
|
40
|
-
|
41
|
-
def self.list_member_credentials_options(options)
|
42
|
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{
|
43
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}/credentials",
|
44
|
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http_method: :get,
|
45
|
-
query_params: {
|
46
|
-
page: options[:page],
|
47
|
-
records_per_page: options[:records_per_page]
|
48
|
-
}.compact,
|
49
|
-
resource: 'credentials'
|
50
|
-
}
|
51
|
-
end
|
52
|
-
private_class_method :list_member_credentials_options
|
53
|
-
end
|
54
|
-
end
|
@@ -1,44 +0,0 @@
|
|
1
|
-
# frozen_string_literal: true
|
2
|
-
|
3
|
-
module MXPlatformRuby
|
4
|
-
class EnhancedTransaction
|
5
|
-
include ::ActiveAttr::Model
|
6
|
-
|
7
|
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attribute :amount
|
8
|
-
attribute :category
|
9
|
-
attribute :description
|
10
|
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attribute :id
|
11
|
-
attribute :is_bill_pay
|
12
|
-
attribute :is_direct_deposit
|
13
|
-
attribute :is_expense
|
14
|
-
attribute :is_fee
|
15
|
-
attribute :is_income
|
16
|
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attribute :is_international
|
17
|
-
attribute :is_overdraft_fee
|
18
|
-
attribute :is_payroll_advance
|
19
|
-
attribute :merchant_category_code
|
20
|
-
attribute :merchant_guid
|
21
|
-
attribute :original_description
|
22
|
-
attribute :type
|
23
|
-
|
24
|
-
def self.enhance_transactions(options = {})
|
25
|
-
enhance_transactions_options = enhance_transactions_options(options)
|
26
|
-
response = ::MXPlatformRuby.client.make_request(enhance_transactions_options)
|
27
|
-
|
28
|
-
response['transactions'].map { |attributes| ::MXPlatformRuby::EnhancedTransaction.new(attributes) }
|
29
|
-
end
|
30
|
-
|
31
|
-
# Private class methods
|
32
|
-
|
33
|
-
def self.enhance_transactions_options(options)
|
34
|
-
{
|
35
|
-
endpoint: '/transactions/enhance',
|
36
|
-
http_method: :post,
|
37
|
-
request_body: {
|
38
|
-
transactions: options[:transactions]
|
39
|
-
}.compact
|
40
|
-
}
|
41
|
-
end
|
42
|
-
private_class_method :enhance_transactions_options
|
43
|
-
end
|
44
|
-
end
|
@@ -1,87 +0,0 @@
|
|
1
|
-
# frozen_string_literal: true
|
2
|
-
|
3
|
-
module MXPlatformRuby
|
4
|
-
class Holding
|
5
|
-
extend ::MXPlatformRuby::Pageable
|
6
|
-
include ::ActiveAttr::Model
|
7
|
-
|
8
|
-
attribute :account_guid
|
9
|
-
attribute :cost_basis
|
10
|
-
attribute :created_at
|
11
|
-
attribute :currency_code
|
12
|
-
attribute :cusip
|
13
|
-
attribute :daily_change
|
14
|
-
attribute :description
|
15
|
-
attribute :guid
|
16
|
-
attribute :holding_type
|
17
|
-
attribute :id
|
18
|
-
attribute :market_value
|
19
|
-
attribute :member_guid
|
20
|
-
attribute :metadata
|
21
|
-
attribute :purchase_price
|
22
|
-
attribute :shares
|
23
|
-
attribute :symbol
|
24
|
-
attribute :updated_at
|
25
|
-
attribute :user_guid
|
26
|
-
|
27
|
-
def self.list_holdings_by_member(options = {})
|
28
|
-
options = list_holdings_by_member_options(options)
|
29
|
-
|
30
|
-
paginate(options)
|
31
|
-
end
|
32
|
-
|
33
|
-
def self.list_holdings_by_user(options = {})
|
34
|
-
options = list_holdings_by_user_options(options)
|
35
|
-
|
36
|
-
paginate(options)
|
37
|
-
end
|
38
|
-
|
39
|
-
def self.read_holding(options = {})
|
40
|
-
read_holding_options = read_holding_options(options)
|
41
|
-
response = ::MXPlatformRuby.client.make_request(read_holding_options)
|
42
|
-
|
43
|
-
holding_params = response['holding']
|
44
|
-
::MXPlatformRuby::Holding.new(holding_params)
|
45
|
-
end
|
46
|
-
|
47
|
-
# Private class methods
|
48
|
-
|
49
|
-
def self.list_holdings_by_member_options(options)
|
50
|
-
{
|
51
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}/holdings",
|
52
|
-
http_method: :get,
|
53
|
-
query_params: {
|
54
|
-
from_date: options[:from_date],
|
55
|
-
page: options[:page],
|
56
|
-
records_per_page: options[:records_per_page],
|
57
|
-
to_date: options[:to_date]
|
58
|
-
}.compact,
|
59
|
-
resource: 'holdings'
|
60
|
-
}
|
61
|
-
end
|
62
|
-
private_class_method :list_holdings_by_member_options
|
63
|
-
|
64
|
-
def self.list_holdings_by_user_options(options)
|
65
|
-
{
|
66
|
-
endpoint: "/users/#{options[:user_guid]}/holdings",
|
67
|
-
http_method: :get,
|
68
|
-
query_params: {
|
69
|
-
from_date: options[:from_date],
|
70
|
-
page: options[:page],
|
71
|
-
records_per_page: options[:records_per_page],
|
72
|
-
to_date: options[:to_date]
|
73
|
-
}.compact,
|
74
|
-
resource: 'holdings'
|
75
|
-
}
|
76
|
-
end
|
77
|
-
private_class_method :list_holdings_by_user_options
|
78
|
-
|
79
|
-
def self.read_holding_options(options)
|
80
|
-
{
|
81
|
-
endpoint: "/users/#{options[:user_guid]}/holdings/#{options[:holding_guid]}",
|
82
|
-
http_method: :get
|
83
|
-
}
|
84
|
-
end
|
85
|
-
private_class_method :read_holding_options
|
86
|
-
end
|
87
|
-
end
|
@@ -1,78 +0,0 @@
|
|
1
|
-
# frozen_string_literal: true
|
2
|
-
|
3
|
-
module MXPlatformRuby
|
4
|
-
class Institution
|
5
|
-
extend ::MXPlatformRuby::Pageable
|
6
|
-
include ::ActiveAttr::Model
|
7
|
-
|
8
|
-
attribute :code
|
9
|
-
attribute :medium_logo_url
|
10
|
-
attribute :name
|
11
|
-
attribute :small_logo_url
|
12
|
-
attribute :supports_account_identification
|
13
|
-
attribute :supports_account_statement
|
14
|
-
attribute :supports_account_verification
|
15
|
-
attribute :supports_oauth
|
16
|
-
attribute :supports_transaction_history
|
17
|
-
attribute :url
|
18
|
-
|
19
|
-
def self.list_favorites(options = {})
|
20
|
-
options = list_favorites_options(options)
|
21
|
-
|
22
|
-
paginate(options)
|
23
|
-
end
|
24
|
-
|
25
|
-
def self.list_institutions(options = {})
|
26
|
-
options = list_institutions_options(options)
|
27
|
-
|
28
|
-
paginate(options)
|
29
|
-
end
|
30
|
-
|
31
|
-
def self.read_institution(options = {})
|
32
|
-
read_institution_options = read_institution_options(options)
|
33
|
-
response = ::MXPlatformRuby.client.make_request(read_institution_options)
|
34
|
-
|
35
|
-
institution_params = response['institution']
|
36
|
-
::MXPlatformRuby::Institution.new(institution_params)
|
37
|
-
end
|
38
|
-
|
39
|
-
# Private class methods
|
40
|
-
|
41
|
-
def self.list_favorites_options(options)
|
42
|
-
{
|
43
|
-
endpoint: '/institutions/favorites',
|
44
|
-
http_method: :get,
|
45
|
-
query_params: {
|
46
|
-
page: options[:page],
|
47
|
-
records_per_page: options[:records_per_page]
|
48
|
-
}.compact,
|
49
|
-
resource: 'institutions'
|
50
|
-
}
|
51
|
-
end
|
52
|
-
private_class_method :list_favorites_options
|
53
|
-
|
54
|
-
def self.list_institutions_options(options)
|
55
|
-
{
|
56
|
-
endpoint: '/institutions',
|
57
|
-
http_method: :get,
|
58
|
-
query_params: {
|
59
|
-
name: options[:name],
|
60
|
-
supports_account_identification: options[:supports_account_identification],
|
61
|
-
supports_account_statement: options[:supports_account_statement],
|
62
|
-
supports_account_verification: options[:supports_account_verification],
|
63
|
-
supports_transaction_history: options[:supports_transaction_history]
|
64
|
-
}.compact,
|
65
|
-
resource: 'institutions'
|
66
|
-
}
|
67
|
-
end
|
68
|
-
private_class_method :list_institutions_options
|
69
|
-
|
70
|
-
def self.read_institution_options(options)
|
71
|
-
{
|
72
|
-
endpoint: "/institutions/#{options[:institution_code]}",
|
73
|
-
http_method: :get
|
74
|
-
}
|
75
|
-
end
|
76
|
-
private_class_method :read_institution_options
|
77
|
-
end
|
78
|
-
end
|
@@ -1,242 +0,0 @@
|
|
1
|
-
# frozen_string_literal: true
|
2
|
-
|
3
|
-
module MXPlatformRuby
|
4
|
-
class Member
|
5
|
-
extend ::MXPlatformRuby::Pageable
|
6
|
-
include ::ActiveAttr::Model
|
7
|
-
|
8
|
-
attribute :aggregated_at
|
9
|
-
attribute :connection_status
|
10
|
-
attribute :guid
|
11
|
-
attribute :id
|
12
|
-
attribute :institution_code
|
13
|
-
attribute :is_being_aggregated
|
14
|
-
attribute :is_oauth
|
15
|
-
attribute :metadata
|
16
|
-
attribute :name
|
17
|
-
attribute :oauth_window_uri
|
18
|
-
attribute :successfully_aggregated_at
|
19
|
-
attribute :user_guid
|
20
|
-
|
21
|
-
def self.aggregate_member(options = {})
|
22
|
-
aggregate_member_options = aggregate_member_options(options)
|
23
|
-
response = ::MXPlatformRuby.client.make_request(aggregate_member_options)
|
24
|
-
|
25
|
-
member_params = response['member']
|
26
|
-
::MXPlatformRuby::Member.new(member_params)
|
27
|
-
end
|
28
|
-
|
29
|
-
def self.check_balances(options = {})
|
30
|
-
check_balances_options = check_balances_options(options)
|
31
|
-
response = ::MXPlatformRuby.client.make_request(check_balances_options)
|
32
|
-
|
33
|
-
member_params = response['member']
|
34
|
-
::MXPlatformRuby::Member.new(member_params)
|
35
|
-
end
|
36
|
-
|
37
|
-
def self.create_member(options = {})
|
38
|
-
create_member_options = create_member_options(options)
|
39
|
-
response = ::MXPlatformRuby.client.make_request(create_member_options)
|
40
|
-
|
41
|
-
member_params = response['member']
|
42
|
-
::MXPlatformRuby::Member.new(member_params)
|
43
|
-
end
|
44
|
-
|
45
|
-
def self.delete_member(options = {})
|
46
|
-
delete_member_options = delete_member_options(options)
|
47
|
-
::MXPlatformRuby.client.make_request(delete_member_options)
|
48
|
-
end
|
49
|
-
|
50
|
-
def self.extend_history(options = {})
|
51
|
-
extend_history_options = extend_history_options(options)
|
52
|
-
response = ::MXPlatformRuby.client.make_request(extend_history_options)
|
53
|
-
|
54
|
-
member_params = response['member']
|
55
|
-
::MXPlatformRuby::Member.new(member_params)
|
56
|
-
end
|
57
|
-
|
58
|
-
def self.fetch_statements_by_member(options = {})
|
59
|
-
fetch_statements_by_member_options = fetch_statements_by_member_options(options)
|
60
|
-
response = ::MXPlatformRuby.client.make_request(fetch_statements_by_member_options)
|
61
|
-
|
62
|
-
member_params = response['member']
|
63
|
-
::MXPlatformRuby::Member.new(member_params)
|
64
|
-
end
|
65
|
-
|
66
|
-
def self.identify_member(options = {})
|
67
|
-
identify_member_options = identify_member_options(options)
|
68
|
-
response = ::MXPlatformRuby.client.make_request(identify_member_options)
|
69
|
-
|
70
|
-
member_params = response['member']
|
71
|
-
::MXPlatformRuby::Member.new(member_params)
|
72
|
-
end
|
73
|
-
|
74
|
-
def self.list_members(options = {})
|
75
|
-
options = list_members_options(options)
|
76
|
-
|
77
|
-
paginate(options)
|
78
|
-
end
|
79
|
-
|
80
|
-
def self.read_member(options = {})
|
81
|
-
read_member_options = read_member_options(options)
|
82
|
-
response = ::MXPlatformRuby.client.make_request(read_member_options)
|
83
|
-
|
84
|
-
member_params = response['member']
|
85
|
-
::MXPlatformRuby::Member.new(member_params)
|
86
|
-
end
|
87
|
-
|
88
|
-
def self.resume_aggregation(options = {})
|
89
|
-
resume_aggregation_options = resume_aggregation_options(options)
|
90
|
-
response = ::MXPlatformRuby.client.make_request(resume_aggregation_options)
|
91
|
-
|
92
|
-
member_params = response['member']
|
93
|
-
::MXPlatformRuby::Member.new(member_params)
|
94
|
-
end
|
95
|
-
|
96
|
-
def self.update_member(options = {})
|
97
|
-
update_member_options = update_member_options(options)
|
98
|
-
response = ::MXPlatformRuby.client.make_request(update_member_options)
|
99
|
-
|
100
|
-
member_params = response['member']
|
101
|
-
::MXPlatformRuby::Member.new(member_params)
|
102
|
-
end
|
103
|
-
|
104
|
-
def self.verify_member(options = {})
|
105
|
-
verify_member_options = verify_member_options(options)
|
106
|
-
response = ::MXPlatformRuby.client.make_request(verify_member_options)
|
107
|
-
|
108
|
-
member_params = response['member']
|
109
|
-
::MXPlatformRuby::Member.new(member_params)
|
110
|
-
end
|
111
|
-
|
112
|
-
# Private class methods
|
113
|
-
|
114
|
-
def self.aggregate_member_options(options)
|
115
|
-
{
|
116
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}/aggregate",
|
117
|
-
http_method: :post
|
118
|
-
}
|
119
|
-
end
|
120
|
-
private_class_method :aggregate_member_options
|
121
|
-
|
122
|
-
def self.check_balances_options(options)
|
123
|
-
{
|
124
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}/check_balance",
|
125
|
-
http_method: :post
|
126
|
-
}
|
127
|
-
end
|
128
|
-
private_class_method :check_balances_options
|
129
|
-
|
130
|
-
def self.create_member_options(options)
|
131
|
-
{
|
132
|
-
endpoint: "/users/#{options[:user_guid]}/members",
|
133
|
-
http_method: :post,
|
134
|
-
request_body: {
|
135
|
-
member: {
|
136
|
-
background_aggregation_is_disabled: options[:background_aggregation_is_disabled],
|
137
|
-
credentials: options[:credentials],
|
138
|
-
id: options[:id],
|
139
|
-
institution_code: options[:institution_code],
|
140
|
-
is_oauth: options[:is_oauth],
|
141
|
-
metadata: options[:metadata],
|
142
|
-
skip_aggregation: options[:skip_aggregation]
|
143
|
-
}.compact,
|
144
|
-
referral_source: options[:referral_source],
|
145
|
-
ui_message_webview_url_scheme: options[:ui_message_webview_url_scheme]
|
146
|
-
}.compact
|
147
|
-
}
|
148
|
-
end
|
149
|
-
private_class_method :create_member_options
|
150
|
-
|
151
|
-
def self.delete_member_options(options)
|
152
|
-
{
|
153
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}",
|
154
|
-
http_method: :delete
|
155
|
-
}
|
156
|
-
end
|
157
|
-
private_class_method :delete_member_options
|
158
|
-
|
159
|
-
def self.extend_history_options(options)
|
160
|
-
{
|
161
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}/extend_history",
|
162
|
-
http_method: :post
|
163
|
-
}
|
164
|
-
end
|
165
|
-
private_class_method :extend_history_options
|
166
|
-
|
167
|
-
def self.fetch_statements_by_member_options(options)
|
168
|
-
{
|
169
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}/fetch_statements",
|
170
|
-
http_method: :post
|
171
|
-
}
|
172
|
-
end
|
173
|
-
private_class_method :fetch_statements_by_member_options
|
174
|
-
|
175
|
-
def self.identify_member_options(options)
|
176
|
-
{
|
177
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}/identify",
|
178
|
-
http_method: :post
|
179
|
-
}
|
180
|
-
end
|
181
|
-
private_class_method :identify_member_options
|
182
|
-
|
183
|
-
def self.list_members_options(options)
|
184
|
-
{
|
185
|
-
endpoint: "/users/#{options[:user_guid]}/members",
|
186
|
-
http_method: :get,
|
187
|
-
query_params: {
|
188
|
-
page: options[:page],
|
189
|
-
records_per_page: options[:records_per_page]
|
190
|
-
}.compact,
|
191
|
-
resource: 'members'
|
192
|
-
}
|
193
|
-
end
|
194
|
-
private_class_method :list_members_options
|
195
|
-
|
196
|
-
def self.read_member_options(options)
|
197
|
-
{
|
198
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}",
|
199
|
-
http_method: :get
|
200
|
-
}
|
201
|
-
end
|
202
|
-
private_class_method :read_member_options
|
203
|
-
|
204
|
-
def self.resume_aggregation_options(options)
|
205
|
-
{
|
206
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}/resume",
|
207
|
-
http_method: :put,
|
208
|
-
request_body: {
|
209
|
-
member: {
|
210
|
-
challenges: options[:challenges]
|
211
|
-
}.compact
|
212
|
-
}
|
213
|
-
}
|
214
|
-
end
|
215
|
-
private_class_method :resume_aggregation_options
|
216
|
-
|
217
|
-
def self.update_member_options(options)
|
218
|
-
{
|
219
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}",
|
220
|
-
http_method: :put,
|
221
|
-
request_body: {
|
222
|
-
member: {
|
223
|
-
background_aggregation_is_disabled: options[:background_aggregation_is_disabled],
|
224
|
-
credentials: options[:credentials],
|
225
|
-
id: options[:id],
|
226
|
-
metadata: options[:metadata],
|
227
|
-
skip_aggregation: options[:skip_aggregation]
|
228
|
-
}.compact
|
229
|
-
}
|
230
|
-
}
|
231
|
-
end
|
232
|
-
private_class_method :update_member_options
|
233
|
-
|
234
|
-
def self.verify_member_options(options)
|
235
|
-
{
|
236
|
-
endpoint: "/users/#{options[:user_guid]}/members/#{options[:member_guid]}/verify",
|
237
|
-
http_method: :post
|
238
|
-
}
|
239
|
-
end
|
240
|
-
private_class_method :verify_member_options
|
241
|
-
end
|
242
|
-
end
|