ofxparser 1.0.0

data/History.txt

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+=== 1.0.0 / 2011-05-27
+
+* Forked from aasmith's ofx-parser v1.0.2. My initial build of positions for investment accounts.
+

data/Manifest.txt

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+History.txt
+Manifest.txt
+README.txt
+Rakefile
+lib/class-extension.rb
+lib/mcc.rb
+lib/ofxparser.rb
+lib/ofx.rb
+test/fixtures/banking.ofx.sgml
+test/fixtures/creditcard.ofx.sgml
+test/fixtures/list.ofx.sgml
+test/fixtures/malformed_header.ofx.sgml
+test/fixtures/with_spaces.ofx.sgml
+test/test_ofxparser.rb

data/README.txt

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+== ofx-parser
+by Andrew A. Smith
+
+Forked by Pavit Masson 
+
+http://ofx-parser.rubyforge.org/
+http://rubyforge.org/projects/ofx-parser/
+
+== DESCRIPTION:
+
+ofx-parser is a ruby library to parse a realistic subset of the lengthy OFX 1.x specification.
+
+I forked aasmith's project in an attempt to build the investment account methods.
+
+== FEATURES/PROBLEMS:
+
+* Reads OFX responses - i.e. those downloaded from financial institutions and
+  puts it into a usable object graph.
+* Supports the 3 main message sets: banking, credit card and investment
+  accounts, as well as the required 'sign on' set.
+* Knows about SIC codes - if your institution provides them.
+  See http://www.eeoc.gov/stats/jobpat/siccodes.html
+* Monetary amounts can be retrieved either as a raw string, or in pennies.
+* Supports OFX timestamps.
+
+== SYNOPSIS:
+
+Supports bank accounts:
+
+  require 'rubygems'
+  require 'ofxparser'
+
+  ofx = OfxParser::OfxParser.parse(open("bank-statement.ofx"))
+
+  ofx.bank_account.number # => '103333333333'
+  ofx.bank_account.routing_number # => '033000033'
+  ofx.bank_account.balance # => '123.45'
+  ofx.bank_account.balance_in_pennies # => 12345
+
+  ofx.bank_account.statement.start_date # => DateTime
+  ofx.bank_account.statement.end_date # => DateTime
+
+  ofx.bank_account.statement.transactions.size # => 4
+
+  ofx.bank_account.statement.transactions.first.payee # => "FOO, INC."
+  ofx.bank_account.statement.transactions.first.type # => :DEBIT
+  ofx.bank_account.statement.transactions.first.amount # => '-11.11'
+  ofx.bank_account.statement.transactions.first.amount_in_pennies # => -1111
+
+Also supports credit cards...
+
+  ofx = OfxParser::OfxParser.parse(open("creditcard-statement.ofx"))
+
+  ofx.credit_card.remaining_credit # => '19000.0'
+  ofx.credit_card.remaining_credit_in_pennies # => '1900000'
+
+  ofx.credit_card.statement.start_date # => DateTime
+  ofx.credit_card.statement.end_date # => DateTime
+
+  ofx.credit_card.statement.transactions.size # => 10
+
+  ofx.credit_card.statement.transactions.first.type # => :DEBIT
+  ofx.credit_card.statement.transactions.first.amount # => '-19.17'
+  ofx.credit_card.statement.transactions.first.amount_in_pennies # => '-1917'
+  ofx.credit_card.statement.transactions.first.sic # => '7933'
+  ofx.credit_card.statement.transactions.first.sic_desc # => 'BOWLING CENTERS'
+  ofx.credit_card.statement.transactions.first.payee # => 'SUNSET BOWLING'
+
+Working on investment accounts...
+
+== REQUIREMENTS:
+
+* hpricot >= 0.6
+
+== INSTALL:
+
+* gem install ofxparser
+
+== LICENSE:
+
+Copyright (c) 2007, Andrew A. Smith
+All rights reserved.
+
+Redistribution and use in source and binary forms, with or without modification,
+are permitted provided that the following conditions are met:
+
+* Redistributions of source code must retain the above copyright notice,
+  this list of conditions and the following disclaimer.
+
+* Redistributions in binary form must reproduce the above copyright notice,
+  this list of conditions and the following disclaimer in the documentation
+  and/or other materials provided with the distribution.
+
+* Neither the name of the copyright owner nor the names of its contributors
+  may be used to endorse or promote products derived from this software
+  without specific prior written permission.
+
+THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND
+ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED
+WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE
+DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR
+ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES
+(INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES;
+LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON
+ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT
+(INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS
+SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

data/Rakefile

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+# -*- ruby -*-
+
+require 'rubygems'
+require 'hoe'
+
+# Hoe.plugin :compiler
+# Hoe.plugin :gem_prelude_sucks
+# Hoe.plugin :inline
+# Hoe.plugin :racc
+# Hoe.plugin :rubyforge
+
+Hoe.new('ofxparser', OfxParser::VERSION) do |p|
+  p.author = 'Pavit Masson (forked from Andrew A. Smith)'
+  p.email = 'pavitm@gmail.com'
+  p.rubyforge_name = 'ofxparser'
+  p.summary = 'ofxparser is a modified version of aasmith''s gem, where I attempt to build the investment account part.'
+  p.description = p.paragraphs_of('README.txt', 2..5).join("\n\n")
+  p.url = 'http://ofxparser.rubyforge.org/'
+  p.changes = p.paragraphs_of('History.txt', 0..1).join("\n\n")
+  p.extra_deps << ["hpricot", ">= 0.6"]
+  p.need_zip = true
+  p.need_tar = false
+end

data/lib/class-extension.rb

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+# = class_extension.rb
+#
+# == Copyright (c) 2006 Daniel Schierbeck
+#
+#   Ruby License
+#
+#   This module is free software. You may use, modify, and/or redistribute this
+#   software under the same terms as Ruby.
+#
+#   This program is distributed in the hope that it will be useful, but WITHOUT
+#   ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
+#   FOR A PARTICULAR PURPOSE.
+#
+# == Special Thanks
+#
+# Thanks to Trans, Nobu and Ulysses for their original on this concept.
+#
+# == Authors and Contributors
+#
+# * Daniel Schierbeck
+# * Thomas Sawyer
+# * Nobu Nakada
+# * Ulysses
+
+# Author::    Daniel Schierbeck
+# Copyright:: Copyright (c) 2006 Daniel Schierbeck
+# License::   Ruby License
+
+#
+
+class Module #:nodoc: all
+
+  alias_method :append_features_without_class_extension, :append_features
+
+  # = class_extension
+  #
+  # Normally when including modules, class/module methods are not
+  # extended. To achieve this behavior requires some clever
+  # Ruby Karate. Instead class_extension provides an easy to use
+  # and clean solution. Simply place the extending class methods
+  # in a block of the special module method #class_extension.
+  #
+  #   module Mix
+  #     def inst_meth
+  #       puts 'inst_meth'
+  #     end
+  #
+  #     class_extension do
+  #       def class_meth
+  #         "Class Method!"
+  #       end
+  #     end
+  #   end
+  #
+  #   class X
+  #     include Mix
+  #   end
+  #
+  #   X.class_meth  #=> "Class Method!"
+  #
+
+  def class_extension(&block)
+    @class_extension ||= Module.new do
+      def self.append_features(mod)
+        append_features_without_class_extension(mod)
+      end
+    end
+    @class_extension.module_eval(&block) if block_given?
+    @class_extension
+  end
+
+  private :class_extension
+
+  def append_features(mod)
+    append_features_without_class_extension(mod)
+    mod.extend(class_extension)
+    if mod.instance_of? Module
+      mod.__send__(:class_extension).__send__(:include, class_extension)
+    end
+  end
+
+end
+
+class Class #:nodoc: all
+  undef_method :class_extension
+end
+
+
+
+#  _____         _
+# |_   _|__  ___| |_
+#   | |/ _ \/ __| __|
+#   | |  __/\__ \ |_
+#   |_|\___||___/\__|
+#
+
+=begin test
+
+  require 'test/unit'
+
+  class TC_ClassMethods < Test::Unit::TestCase
+
+    # fixture
+
+    module N
+      class_extension do
+        def n ; 43 ; end
+        def s ; self ; end
+      end
+      extend class_extension
+    end
+
+    class X
+      include N
+      def n ; 11 ; end
+    end
+
+    module K
+      include N
+      class_extension do
+        def n ; super + 1 ; end
+      end
+    end
+
+    class Z
+      include K
+    end
+
+    # tests
+
+    def test_01
+      assert_equal( 43, N.n )
+      assert_equal(  N,  N.s )
+    end
+    def test_02
+      assert_equal( 43, X.n )
+      assert_equal(  X, X.s )
+    end
+    def test_03
+      assert_equal( 11, X.new.n )
+    end
+    def test_04
+      assert_equal( 43, K.n )  #notic the difference!
+      assert_equal(  K, K.s )
+    end
+    def test_05
+      assert_equal( 44, Z.n )
+      assert_equal(  Z, Z.s )
+    end
+
+  end
+
+=end
+