plaider 0.1.0

data/test/fixtures/connect_invalid.json

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+{
+  "code": 1200,
+  "message": "invalid credentials",
+  "resolve": "The username or password provided were not correct."
+}

data/test/fixtures/connect_mfa.json

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+{
+  "type": "questions",
+  "mfa": [
+    {
+      "question": "You say tomato, I say...?"
+    }
+  ],
+  "access_token": "test"
+}

data/test/fixtures/connect_mfa_invalid.json

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+{
+  "code": 1203,
+  "message": "invalid mfa",
+  "resolve": "The MFA response provided was not correct."
+}

data/test/fixtures/delete_user.json

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+{
+  "message": "Successfully removed from system"
+}

data/test/fixtures/entity.json

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+{
+  "_id": "539c40548590c9d05eaec20a",
+  "name": "Apple Store",
+  "_category": {
+    "_id": "52544965f71e87d00700018a",
+    "hierarchy": {
+      "0": "Shops",
+      "1": "Computers and Electronics",
+      "2": ""
+    }
+  },
+  "meta": {
+    "location": {
+      "address": "1 Stockton St",
+      "city": "San Francisco",
+      "state": "CA"
+    }
+  }
+}

data/test/fixtures/institution.json

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+{
+  "credentials": {
+    "password": "Password",
+    "username": "User ID"
+  },
+  "has_mfa": false,
+  "id": "5301a9d704977c52b60000db",
+  "mfa": [],
+  "name": "American Express",
+  "type": "amex",
+  "products": [
+    "connect",
+    "balance"
+  ]
+}

data/test/fixtures/institutions.json

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+[
+  {
+    "credentials": {
+      "password": "Password",
+      "username": "User ID"
+    },
+    "has_mfa": false,
+    "id": "5301a9d704977c52b60000db",
+    "mfa": [],
+    "name": "American Express",
+    "type": "amex",
+    "products": [
+      "connect",
+      "balance"
+    ]
+  },
+  {
+    "credentials": {
+      "password": "Password",
+      "username": "Online ID"
+    },
+    "has_mfa": true,
+    "id": "5301a93ac140de84910000e0",
+    "mfa": [
+      "code",
+      "list",
+      "questions(3)"
+    ],
+    "name": "Bank of America",
+    "type": "bofa",
+    "products": [
+      "connect",
+      "auth",
+      "balance"
+    ]
+  },
+  {
+    "credentials": {
+      "password": "PIN",
+      "username": "Username or Customer Number"
+    },
+    "has_mfa": false,
+    "id": "53c5c8631f9bda09c7000222",
+    "mfa": [],
+    "name": "Capital One 360",
+    "type": "capone360",
+    "products": [
+      "auth",
+      "balance"
+    ]
+  },
+  {
+    "credentials": {
+      "password": "Password",
+      "username": "Login ID"
+    },
+    "has_mfa": false,
+    "id": "53b34fab1a73941962000186",
+    "mfa": [],
+    "name": "Charles Schwab",
+    "type": "schwab",
+    "products": [
+      "auth",
+      "balance"
+    ]
+  },
+  {
+    "credentials": {
+      "password": "Password",
+      "username": "User ID"
+    },
+    "has_mfa": true,
+    "id": "5301a99504977c52b60000d0",
+    "mfa": [
+      "code",
+      "list"
+    ],
+    "name": "Chase",
+    "type": "chase",
+    "products": [
+      "connect",
+      "auth",
+      "balance",
+      "info"
+    ]
+  },
+  {
+    "credentials": {
+      "password": "Password",
+      "username": "User ID"
+    },
+    "has_mfa": true,
+    "id": "5301aa306b3f82a00500018b",
+    "mfa": [
+      "questions",
+      "selections"
+    ],
+    "name": "Citi",
+    "type": "citi",
+    "products": [
+      "connect",
+      "auth",
+      "balance"
+    ]
+  },
+  {
+    "credentials": {
+      "password": "Password",
+      "username": "Username"
+    },
+    "has_mfa": false,
+    "id": "53cee1d8c003c2747b000051",
+    "mfa": [],
+    "name": "Fidelity",
+    "type": "fidelity",
+    "products": [
+      "auth",
+      "balance"
+    ]
+  },
+  {
+    "credentials": {
+      "password": "Password",
+      "pin": "PIN",
+      "username": "Online ID"
+    },
+    "has_mfa": true,
+    "id": "531ea6602ad939b68700047c",
+    "mfa": [
+      "questions(3)"
+    ],
+    "name": "USAA",
+    "type": "usaa",
+    "products": [
+      "connect",
+      "auth",
+      "balance"
+    ]
+  },
+  {
+    "credentials": {
+      "password": "Password",
+      "username": "Personal ID"
+    },
+    "has_mfa": true,
+    "id": "531ea6327de8211c80000440",
+    "mfa": [
+      "questions(1)"
+    ],
+    "name": "US Bank",
+    "type": "us",
+    "products": [
+      "connect",
+      "auth",
+      "balance"
+    ]
+  },
+  {
+    "credentials": {
+      "password": "Password",
+      "username": "Username"
+    },
+    "has_mfa": false,
+    "id": "5301aa096b3f822b440001cb",
+    "mfa": [],
+    "name": "Wells Fargo",
+    "type": "wells",
+    "products": [
+      "connect",
+      "auth",
+      "balance",
+      "info"
+    ]
+  }
+]

data/test/plaider/client_test.rb

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+require 'test_helper'
+
+class ClientTest < Test::Unit::TestCase
+  def setup
+    @client = Plaider::Client.new(
+        {
+            client_id: 'client_id',
+            secret: 'secret',
+            access_token: 'access_token'
+        }
+    )
+  end
+
+  def test_arguments
+    assert_equal 'client_id', @client.instance_variable_get(:'@client_id')
+    assert_equal 'secret', @client.instance_variable_get(:'@secret')
+    assert_equal 'access_token', @client.instance_variable_get(:'@access_token')
+  end
+
+  def test_institutions
+    stub_get('/institutions').to_return(body: fixture('institutions.json'))
+    response = @client.institutions
+    assert_not_nil response
+    result = response[:result]
+    assert_not_nil result
+    assert_equal result.size, 10
+    assert_equal result[0][:id], '5301a9d704977c52b60000db'
+    assert_equal result[0][:type], 'amex'
+    assert_equal result[0][:name], 'American Express'
+  end
+
+  def test_institution
+    institution_id = '5301a9d704977c52b60000db'
+    stub_get("/institutions/#{institution_id}").to_return(body: fixture('institution.json'))
+    response = @client.institution(institution_id)
+    assert_not_nil response
+    result = response[:result]
+    assert_not_nil result
+    assert_equal institution_id, result[:id]
+    assert_equal 'amex', result[:type]
+    assert_equal 'American Express', result[:name]
+  end
+
+  def test_institution_with_bad_args
+    [nil, ''].each do |arg|
+      exception = assert_raise(ArgumentError) { @client.institution(arg) }
+      assert_equal('institution_id is required', exception.message)
+    end
+  end
+
+  def test_add_user
+    stub_post('/connect').to_return(body: fixture('connect.json'))
+    response = @client.add_user('institution_type', 'username', 'password', 'test@testemail.com')
+    assert_not_nil response
+    assert_not_nil '200', response[:status_code]
+    result = response[:result]
+    assert_not_nil result
+    assert_not_nil result[:accounts]
+    assert_equal 4, result[:accounts].size
+    assert_equal 1203.42, result[:accounts][0][:balance][:available]
+    assert_equal 1274.93, result[:accounts][0][:balance][:current]
+    assert_equal 'fake_institution', result[:accounts][0][:institution_type]
+    assert_equal 'depository', result[:accounts][0][:type]
+    assert_not_nil result[:transactions]
+    assert_equal 16, result[:transactions].size
+  end
+
+  def test_add_user_with_invalid_credencials
+    stub_post('/connect').to_return(body: fixture('connect_invalid.json'))
+    response = @client.add_user('institution_type', 'username', 'password', 'test@testemail.com')
+    assert_not_nil response
+    result = response[:result]
+    assert_not_nil result
+    assert_equal 'invalid credentials', result[:message]
+  end
+
+  def test_add_user_with_mfa
+    stub_post('/connect').to_return(status: 201, body: fixture('connect_mfa.json'))
+    response = @client.add_user('institution_type', 'username', 'password', 'test@testemail.com')
+    assert_not_nil response
+    assert_not_nil '201', response[:status_code]
+    result = response[:result]
+    assert_not_nil result
+    assert_equal 'You say tomato, I say...?', result[:mfa][0][:question]
+  end
+
+  def test_user_confirmation
+    stub_post('/connect/step').to_return(body: fixture('connect.json'))
+    response = @client.user_confirmation('tomato')
+    assert_not_nil response
+    result = response[:result]
+    assert_not_nil result
+    assert_not_nil result[:accounts]
+    assert_equal 4, result[:accounts].size
+    assert_equal 1203.42, result[:accounts][0][:balance][:available]
+    assert_equal 1274.93, result[:accounts][0][:balance][:current]
+    assert_equal 'fake_institution', result[:accounts][0][:institution_type]
+    assert_equal 'depository', result[:accounts][0][:type]
+    assert_not_nil result[:transactions]
+    assert_equal 16, result[:transactions].size
+  end
+
+  def test_user_confirmation_with_invalid_answer
+    stub_post('/connect/step').to_return(body: fixture('connect_mfa_invalid.json'))
+    response = @client.user_confirmation('abc')
+    assert_not_nil response
+    result = response[:result]
+    assert_not_nil result
+    assert_equal 'invalid mfa', result[:message]
+  end
+
+  def test_transactions
+    stub_post('/connect/get').to_return(body: fixture('connect.json'))
+    response = @client.transactions
+    result = response[:result]
+    assert_not_nil result
+    assert_not_nil result[:accounts]
+    assert_equal 4, result[:accounts].size
+    assert_equal 1203.42, result[:accounts][0][:balance][:available]
+    assert_equal 1274.93, result[:accounts][0][:balance][:current]
+    assert_equal 'fake_institution', result[:accounts][0][:institution_type]
+    assert_equal 'depository', result[:accounts][0][:type]
+    assert_not_nil result[:transactions]
+    assert_equal 16, result[:transactions].size
+  end
+
+  def test_transactions_valid_args
+    stub_post('/connect/get').to_return(body: fixture('connect.json'))
+    response = @client.transactions('123456789', Date.today - 30, Date.today, true)
+    result = response[:result]
+    assert_not_nil result
+    assert_not_nil result[:accounts]
+    assert_equal 4, result[:accounts].size
+    assert_equal 1203.42, result[:accounts][0][:balance][:available]
+    assert_equal 1274.93, result[:accounts][0][:balance][:current]
+    assert_equal 'fake_institution', result[:accounts][0][:institution_type]
+    assert_equal 'depository', result[:accounts][0][:type]
+    assert_not_nil result[:transactions]
+    assert_equal 16, result[:transactions].size
+  end
+
+  def test_update_user
+    stub_patch('/connect').to_return(body: fixture('connect_mfa.json'))
+    response = @client.update_user('username', 'password')
+    assert_not_nil response
+    assert_not_nil '201', response[:status_code]
+    result = response[:result]
+    assert_not_nil result
+    assert_equal 'You say tomato, I say...?', result[:mfa][0][:question]
+  end
+
+  def test_delete_user
+    stub_delete('/connect').to_return(body: fixture('delete_user.json'))
+    response = @client.delete_user
+    assert_not_nil response
+    result = response[:result]
+    assert_not_nil result
+    assert_equal 'Successfully removed from system', result[:message]
+  end
+
+  def test_balance
+    stub_post('/balance').to_return(body: fixture('balance.json'))
+    response = @client.balance
+    assert_not_nil response
+    result = response[:result]
+    assert_not_nil result
+    assert_not_nil result[:accounts]
+    assert_equal 4, result[:accounts].size
+    assert_equal 1203.42, result[:accounts][0][:balance][:available]
+    assert_equal 1274.93, result[:accounts][0][:balance][:current]
+    assert_equal 'fake_institution', result[:accounts][0][:institution_type]
+    assert_equal 'depository', result[:accounts][0][:type]
+  end
+
+  def test_categories
+    stub_get('/categories').to_return(body: fixture('categories.json'))
+    response = @client.categories
+    assert_not_nil response
+    result = response[:result]
+    assert_not_nil result
+    assert_equal 4, result.size
+  end
+
+  def test_category
+    stub_get('/categories/52544965f71e87d007000008').to_return(body: fixture('category.json'))
+    response = @client.category('52544965f71e87d007000008')
+    assert_not_nil response
+    result = response[:result]
+    assert_not_nil result
+    assert_not_nil result[:mappings]
+    assert_equal 3, result[:mappings].size
+    assert_equal 'Arts and Entertainment', result[:hierarchy][0]
+  end
+
+  def test_entity
+    stub_get('/entities/539c40548590c9d05eaec20a').to_return(body: fixture('entity.json'))
+    response = @client.entity('539c40548590c9d05eaec20a')
+    assert_not_nil response
+    result = response[:result]
+    assert_not_nil result
+    assert_equal 'Apple Store', result[:name]
+  end
+
+end

data/test/plaider/plaider_test.rb

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+require 'test_helper'
+
+class PlaiderTest < Test::Unit::TestCase
+  def setup
+    Plaider.configure do |config|
+      config.client_id = 'client_id'
+      config.secret = 'secret'
+    end
+  end
+
+  def test_configure
+    configurable = Plaider.configure do |config|
+      config.client_id = 'client_id'
+      config.secret = 'secret'
+      config.access_token = 'access_token'
+      config.open_timeout = 5
+      config.read_timeout = 30
+    end
+    assert_equal 'client_id', configurable.instance_variable_get(:'@client_id')
+    assert_equal 'secret', configurable.instance_variable_get(:'@secret')
+    assert_equal 'access_token', configurable.instance_variable_get(:'@access_token')
+    assert_equal 5, configurable.instance_variable_get(:'@open_timeout')
+    assert_equal 30, configurable.instance_variable_get(:'@read_timeout')
+  end
+
+  def test_scope
+    client1 = Plaider.scope('1')
+    assert_true client1.is_a?(Plaider::Client)
+    assert_equal 'client_id', client1.instance_variable_get(:'@client_id')
+    assert_equal 'secret', client1.instance_variable_get(:'@secret')
+    client2 = Plaider.client
+    assert_equal client1, client2
+    client3 = Plaider.scope('1')
+    assert_equal client1, client3
+    client4 = Plaider.scope('2')
+    assert_not_equal client1, client4
+  end
+
+  def test_static_call
+    stub_get('/institutions').to_return(body: fixture('institutions.json'))
+    response = Plaider.institutions
+    assert_not_nil response
+    result = response[:result]
+    assert_not_nil result
+    assert_equal result.size, 10
+    assert_equal result[0][:id], '5301a9d704977c52b60000db'
+    assert_equal result[0][:type], 'amex'
+    assert_equal result[0][:name], 'American Express'
+  end
+end