old_plaid 1.7.1
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- checksums.yaml +7 -0
- data/.gitignore +15 -0
- data/.rspec +2 -0
- data/.travis.yml +5 -0
- data/Gemfile +4 -0
- data/LICENSE.txt +22 -0
- data/PUBLISHING.md +21 -0
- data/README.md +125 -0
- data/Rakefile +8 -0
- data/lib/old_plaid.rb +100 -0
- data/lib/old_plaid/config.rb +19 -0
- data/lib/old_plaid/connection.rb +109 -0
- data/lib/old_plaid/errors.rb +27 -0
- data/lib/old_plaid/models/account.rb +24 -0
- data/lib/old_plaid/models/category.rb +17 -0
- data/lib/old_plaid/models/exchange_token_response.rb +11 -0
- data/lib/old_plaid/models/info.rb +12 -0
- data/lib/old_plaid/models/institution.rb +22 -0
- data/lib/old_plaid/models/transaction.rb +24 -0
- data/lib/old_plaid/models/user.rb +189 -0
- data/lib/old_plaid/version.rb +3 -0
- data/old_plaid.gemspec +28 -0
- data/spec/old_plaid_spec.rb +263 -0
- data/spec/plaid/config_spec.rb +67 -0
- data/spec/plaid/connection_spec.rb +191 -0
- data/spec/plaid/error_spec.rb +10 -0
- data/spec/plaid/models/account_spec.rb +37 -0
- data/spec/plaid/models/category_spec.rb +16 -0
- data/spec/plaid/models/institution_spec.rb +19 -0
- data/spec/plaid/models/transaction_spec.rb +28 -0
- data/spec/plaid/models/user_spec.rb +172 -0
- data/spec/spec_helper.rb +14 -0
- metadata +170 -0
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module OldPlaid
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class OldPlaidError < StandardError
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attr_reader :code
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attr_reader :resolve
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def initialize(code, message, resolve)
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super(message)
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@code = code
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@resolve = resolve
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end
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end
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class BadRequest < OldPlaidError
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end
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class Unauthorized < OldPlaidError
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end
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class RequestFailed < OldPlaidError
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end
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class NotFound < OldPlaidError
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end
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class ServerError < OldPlaidError
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end
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end
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module OldPlaid
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class Account
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attr_accessor :available_balance, :current_balance, :institution_type, :meta, :transactions, :numbers, :name, :id, :type, :subtype
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def initialize(hash)
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@id = hash['_id']
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@name = hash['meta']['name'] if hash['meta']
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@type = hash['type']
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@meta = hash['meta']
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@institution_type = hash['institution_type']
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if hash['balance']
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@available_balance = hash['balance']['available']
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@current_balance = hash['balance']['current']
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end
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# Depository account only, "checkings" or "savings"
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# Available on live data, but not on the test data
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@subtype = hash['subtype']
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@numbers = hash['numbers'] ? hash['numbers'] : 'Upgrade user to access routing information for this account'
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end
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end
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end
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module OldPlaid
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class Category
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attr_accessor :type, :hierarchy, :id
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def initialize(fields = {})
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@type = fields['type']
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@hierarchy = fields['hierarchy']
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@id = fields['id']
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end
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# API: semi-private
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# This method takes an array returned from the API and instantiates all of the categories
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def self.all(res)
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res.map { |cat| new(cat) }
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end
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end
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end
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module OldPlaid
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class ExchangeTokenResponse
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attr_accessor :access_token
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attr_accessor :stripe_bank_account_token
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def initialize(fields = {})
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@access_token = fields['access_token']
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@stripe_bank_account_token = fields['stripe_bank_account_token']
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end
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end
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end
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module OldPlaid
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class Information
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attr_accessor :names, :emails, :phone_numbers, :addresses
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def initialize(hash)
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@names = hash['names']
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@emails = hash['emails']
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@phone_numbers = hash['phone_numbers']
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@addresses = hash['addresses']
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end
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end
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end
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module OldPlaid
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class Institution
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attr_accessor :id, :name, :type, :has_mfa, :mfa, :credentials, :products
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def initialize(fields = {})
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@id = fields['id']
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@name = fields['name']
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@type = fields['type']
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@has_mfa = fields['has_mfa']
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@mfa = fields['mfa']
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@credentials = fields['credentials']
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@products = fields['products']
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end
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# API: semi-private
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# This method takes an array returned from the API and instantiates all of the institutions
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def self.all(res)
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res.map { |inst| new(inst) }
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end
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end
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end
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module OldPlaid
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class Transaction
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attr_accessor :id, :account, :date, :amount, :name, :meta, :location, :pending, :score, :cat, :type, :category, :category_id, :pending_transaction
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def initialize(fields = {})
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@id = fields['_id']
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@account = fields['_account']
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@date = fields['date']
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@amount = fields['amount']
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@name = fields['name']
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@location = fields['meta'].nil? ? {} : fields['meta']['location']
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@pending = fields['pending']
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@pending_transaction = fields['_pendingTransaction']
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@score = fields['score']
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@cat = Category.new({ 'id' => fields['category_id'], 'hierarchy' => fields['category'], 'type' => fields['type'] })
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# Here for backwards compatibility only.
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@type = fields['type']
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@category = fields['category']
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@category_id = fields['category_id']
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@meta = fields['meta']
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end
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end
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end
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require_relative 'account'
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require_relative 'transaction'
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require_relative 'info'
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require 'json'
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module OldPlaid
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class User
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attr_accessor :accounts, :transactions, :access_token, :type, :permissions, :api_res, :pending_mfa_questions, :info, :information
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# API: public
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# Use this method to select the MFA method
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def select_mfa_method(selection, type=nil)
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type = self.type if type.nil?
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auth_path = self.permissions.last + '/step'
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res = Connection.post(auth_path, { options: { send_method: selection }.to_json, access_token: self.access_token, type: type })
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update(res, self.permissions.last)
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end
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# API: public
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# Use this method to send back the MFA code or answer
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def mfa_authentication(auth, type = nil)
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type = self.type if type.nil?
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auth_path = self.permissions.last + '/step'
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res = Connection.post(auth_path, { mfa: auth, access_token: self.access_token, type: type })
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self.accounts = []
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self.transactions = []
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update(res)
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end
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# API: public
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# Use this method to find out API levels available for this user
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def permit?(auth_level)
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self.permissions.include? auth_level
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end
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# API: public
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# Use this method to upgrade a user to another api level
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def upgrade(api_level=nil)
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if api_level.nil?
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api_level = 'auth' unless self.permit? 'auth'
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api_level = 'connect' unless self.permit? 'connect'
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end
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res = Connection.post('upgrade', { access_token: self.access_token, upgrade_to: api_level })
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# Reset accounts and transaction
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self.accounts = []
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self.transactions = []
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update(res)
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end
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# API: public
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# Use this method to delete a user from the OldPlaid API
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def delete_user
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Connection.delete('info', { access_token: self.access_token })
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end
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### Internal build methods
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def initialize
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self.accounts = []
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self.transactions = []
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self.permissions = []
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self.access_token = ''
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self.api_res = ''
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self.info = {}
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end
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# API: semi-private
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# This class method instantiates a new Account object and updates it with the results
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# from the API
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def self.build(res, api_level = nil)
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self.new.update(res, api_level)
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end
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# API: semi-private
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# This method updates Account with the results returned from the API
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def update(res, api_level = nil)
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self.permit! api_level
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if res[:msg].nil?
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populate_user!(res)
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clean_up_user!
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else
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set_mfa_request!(res)
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end
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self
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end
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# Internal helper methods
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# API: semi-private
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# Internal helper method to set the available API levels
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def permit!(api_level)
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return if api_level.nil? || self.permit?(api_level)
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self.permissions << api_level
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end
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# API: semi-private
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# Gets auth, connect, or info of the user
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# TODO: (2.0) auth_level should be symbols instead of string
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def get(auth_level, options = {})
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return false unless self.permit? auth_level
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case auth_level
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when 'auth'
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update(Connection.post('auth/get', access_token: self.access_token))
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when 'connect'
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payload = { access_token: self.access_token }.merge(options)
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update(Connection.post('connect/get', payload))
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when 'info'
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update(Connection.secure_get('info', self.access_token))
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else
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raise "Invalid auth level: #{auth_level}"
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end
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end
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# API: semi-private
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def get_auth
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get('auth')
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end
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# API: semi-private
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def get_connect(options={})
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get('connect', options)
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end
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# API: semi-private
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def get_info
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get('info')
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end
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# API: semi-private
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# Helper method to update user information
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# Requires 'info' api level
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def update_info(username,pass,pin=nil)
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return false unless self.permit? 'info'
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payload = { username: username, password: pass, access_token: self.access_token }
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payload.merge!(pin: pin) if pin
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update(OldPlaid.patch('info', payload))
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end
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# API: semi-private
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# Helper method to update user balance
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def update_balance
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update(Connection.post('balance', { access_token: self.access_token }))
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end
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private
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def clean_up_user!
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self.accounts.select! { |c| c.instance_of? Account }
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end
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def set_mfa_request!(res)
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self.access_token = res[:body]['access_token']
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self.pending_mfa_questions = res[:body]
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self.api_res = res[:msg]
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end
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def populate_user!(res)
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res['accounts'].each do |account|
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if self.accounts.none? { |h| h.id == account['_id'] }
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self.accounts << Account.new(account)
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end
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end if res['accounts']
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res['transactions'].each do |transaction|
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if self.transactions.any? { |t| t == transaction['_id'] }
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owned_transaction = self.transactions.find { |h| h == transaction['_id'] }
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owned_transaction.new(transaction)
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else
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self.transactions << Transaction.new(transaction)
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end
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end if res['transactions']
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self.pending_mfa_questions = {}
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self.information = Information.new(res['info']) if res['info']
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self.api_res = 'success'
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# TODO: Remove the following line when upgrading to V-2
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self.info.merge!(res['info']) if res['info']
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# End TODO
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self.access_token = res['access_token'].split[0]
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self.type = res['access_token'].split[1]
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end
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end
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end
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data/old_plaid.gemspec
ADDED
@@ -0,0 +1,28 @@
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lib = File.expand_path('../lib', __FILE__)
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$LOAD_PATH.unshift(lib) unless $LOAD_PATH.include?(lib)
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require 'old_plaid/version'
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Gem::Specification.new do |spec|
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spec.name = 'old_plaid'
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spec.version = OldPlaid::VERSION
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spec.authors = ['Justin Crites']
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spec.email = ['crites.justin@gmail.com']
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spec.summary = 'Ruby bindings for OldPlaid'
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spec.description = 'Ruby gem wrapper for the OldPlaid API. Read more at the homepage, the wiki, or the plaid documentation.'
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spec.homepage = 'https://github.com/plaid/plaid-ruby'
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spec.license = 'MIT'
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spec.required_ruby_version = '>= 1.9.3'
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spec.files = `git ls-files -z`.split("\x0")
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spec.executables = spec.files.grep(%r{^bin/}) { |f| File.basename(f) }
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spec.test_files = spec.files.grep(%r{^(test|spec|features)/})
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spec.require_paths = ['lib']
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spec.add_development_dependency 'bundler', '~> 1.7'
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spec.add_development_dependency 'rake', '~> 10.0'
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spec.add_development_dependency 'rspec', '~>3.1'
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spec.add_development_dependency 'pry'
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spec.add_development_dependency 'pry-stack_explorer'
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spec.add_development_dependency 'webmock'
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# Authentication flow specs - returns OldPlaid::User
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describe OldPlaid do
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let(:api_level) { raise "Define let(:api_level)" }
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let(:username) { raise "Define let(:username)" }
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let(:password) { raise "Define let(:password)" }
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let(:type) { raise "Define let(:type)" }
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let(:pin) { nil }
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let(:options) { nil }
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describe '.add_user' do
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let(:user) { OldPlaid.add_user api_level, username, password, type, pin, options }
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context 'with correct credentials for single user auth' do
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let(:username) { 'plaid_test' }
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let(:password) { 'plaid_good' }
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let(:type) { 'wells' }
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context 'and "connect" level of api access' do
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let(:api_level) { 'connect' }
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it { expect(user.accounts).not_to be_empty }
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context 'with webhook' do
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let(:options) { { login_only: true, webhook: 'test.com/test.endpoint.aspx' } }
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it { expect(user.accounts).not_to be_empty }
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end
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context 'when account is locked' do
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let(:password) { 'plaid_locked' }
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it 'raises a locked error' do
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expect { user }.to raise_error(OldPlaid::RequestFailed) { |error|
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expect(error.code).to eq(1205)
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}
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end
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end
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context 'with connection options' do
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context 'when requests pending transactions from an institution' do
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let(:options) { { pending: true } }
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it { expect(user.accounts).not_to be_empty }
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end
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context 'when login only is true' do
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let(:options) { { login_only: true } }
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it { expect(user.accounts).not_to be_empty }
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end
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context 'sets a start date for transactions' do
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let(:options) { { login_only: true, start_date: '10 days ago'} }
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it { expect(user.accounts).not_to be_empty }
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end
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context 'sets an end date for transactions' do
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let(:options) { { login_only: true, end_date: '10 days ago'} }
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it { expect(user.accounts).not_to be_empty }
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end
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context 'sets start and end dates for transactions' do
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let(:options) { { gte: "05/10/2014" , lte: "06/10/2014" } }
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it { expect(user.transactions).not_to be_nil }
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end
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pending 'with JSON-encoded string for options'
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end
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end
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context 'and "auth" level of api access' do
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let(:api_level) { 'auth' }
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it { expect(user.accounts.first.numbers).not_to be_empty }
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end
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context 'and "info" level of api access' do
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let(:api_level) { 'info' }
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it { expect(user.info).not_to be_empty }
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end
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end
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context 'with incorrect credentials for single factor auth' do
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# Set up correct credentials. Override with bad element
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# within each context block
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let(:username) { 'plaid_test' }
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let(:password) { 'plaid_good' }
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let(:type) { 'wells' }
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context 'at "auth" level api access' do
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let(:api_level) { 'auth' }
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context 'using incorrect password' do
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let(:password) { 'plaid_bad' }
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it { expect { user }.to raise_error(OldPlaid::RequestFailed, 'invalid credentials') }
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end
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context 'using incorrect username' do
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let(:username) { 'plaid_bad' }
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it { expect { user }.to raise_error(OldPlaid::RequestFailed, 'invalid credentials') }
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end
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end
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context 'at "connect" level api access' do
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let(:api_level) { 'connect' }
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context 'using incorrect password' do
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let(:password) { 'plaid_bad' }
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it { expect { user }.to raise_error(OldPlaid::RequestFailed, 'invalid credentials') }
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end
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context 'using incorrect username' do
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let(:username) { 'plaid_bad' }
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it { expect { user }.to raise_error(OldPlaid::RequestFailed, 'invalid credentials') }
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end
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end
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context 'at "info" level api access' do
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let(:api_level) { 'info' }
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context 'using incorrect password' do
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let(:password) { 'plaid_bad' }
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it { expect { user }.to raise_error(OldPlaid::RequestFailed, 'invalid credentials') }
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end
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context 'using incorrect username' do
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let(:username) { 'plaid_bad' }
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it { expect { user }.to raise_error(OldPlaid::RequestFailed, 'invalid credentials') }
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end
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end
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end
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context 'when institution requires PIN' do
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let(:api_level) { 'connect' }
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let(:username) { 'plaid_test' }
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let(:password) { 'plaid_good' }
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let(:type) { 'usaa' }
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context 'using correct PIN' do
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let(:pin) { '1234' }
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it { expect(user.api_res).to eq 'Requires further authentication' }
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end
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context 'using incorrect PIN' do
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let(:pin) { '0000' }
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it { expect { user }.to raise_error(OldPlaid::RequestFailed, 'invalid pin') }
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end
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end
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context 'when institution requires MFA' do
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let(:api_level) { 'connect' }
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let(:username) { 'plaid_test' }
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let(:password) { 'plaid_good' }
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let(:type) { 'bofa' }
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context 'with only standard credentials' do
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it { expect(user.api_res).to eq 'Requires further authentication' }
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end
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context 'with options' do
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context 'with webhook' do
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let(:options) { { login_only: true, webhook: 'test.com/test.endpoint.aspx' } }
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it { expect(user.api_res).to eq 'Requires further authentication' }
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end
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context 'requests a list of options for code based MFA' do
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let(:type) { 'citi' }
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let(:options) { { list: true } }
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it { expect(user.pending_mfa_questions).not_to be_nil }
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end
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end
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end
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end
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describe '.set_user' do
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subject { OldPlaid.set_user(access_token) }
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let(:access_token) { 'test' }
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it { expect(subject.access_token).to eq(access_token)}
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context 'gets a valid user with accounts and transactions' do
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let(:user) { OldPlaid.set_user('test_wells',['connect']) }
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it { expect(user.transactions).not_to be_empty }
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end
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context 'gets a valid user with accounts' do
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let(:user) { OldPlaid.set_user('test_wells',['auth']) }
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it { expect(user.accounts).not_to be_empty }
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end
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#TODO: Fully vet the info api endpoint for the beta functions before adding this as a supported function.
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pending 'need to vet the info api endpoint' do
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context 'gets a valid user with info' do
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let(:user) { OldPlaid.set_user('test_wells',['info']) }
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it { expect(user.accounts).to be_truthy}
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end
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context 'gets a fully validated user with all access granted' do
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let(:user) { OldPlaid.set_user('test_wells', ['connect', 'info', 'auth']) }
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it { expect(user.transactions).to be_truthy}
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end
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end
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end
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describe '.exchange_token' do
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subject { OldPlaid.exchange_token('test,chase,connected', 'QPO8Jo8vdDHMepg41PBwckXm4KdK1yUdmXOwK') }
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it { expect(subject.access_token).to eql('test_chase') }
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end
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describe '.transactions' do
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subject { OldPlaid.transactions(access_token, options) }
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let(:access_token) { 'test_wells' }
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let(:options) { nil }
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context 'without options' do
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it 'returns all accounts' do
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expect(subject.accounts).not_to be_empty
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end
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it 'returns all transactions' do
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expect(subject.transactions).not_to be_empty
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end
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end
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context 'when filtering by account' do
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let(:options) { { account: account } }
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let(:account) { 'QPO8Jo8vdDHMepg41PBwckXm4KdK1yUdmXOwK' }
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it 'returns a subset of transactions' do
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expect(subject.transactions.size).to eql(2)
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end
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it 'return only transactions from the requested account' do
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expect(subject.transactions.map(&:account).uniq).to eql([account])
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end
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end
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context 'when filtering by date' do
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let(:options) { { gte: "2014-07-24", lte: "2014-07-25" } }
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it 'returns a subset of transactions' do
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expect(subject.transactions.size).to eql(1)
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end
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it 'return only transactions from the requested date range' do
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expect(subject.transactions.map(&:date).uniq).to eql(['2014-07-24'])
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end
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end
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context 'when filtering by account and date' do
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let(:options) { { account: account , gte: "2014-07-24", lte: "2014-07-25" } }
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let(:account) { 'XARE85EJqKsjxLp6XR8ocg8VakrkXpTXmRdOo' }
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it 'returns a subset of transactions' do
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expect(subject.transactions.size).to eql(1)
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end
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it 'returns only transactions from the requested account and date range' do
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expect(subject.transactions.map(&:date).uniq).to eql(['2014-07-24'])
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expect(subject.transactions.map(&:account).uniq).to eql([account])
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end
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end
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end
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263
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end
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