syrup 0.0.8 → 0.0.9
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- data/.gitignore +8 -8
- data/.rspec +2 -2
- data/CHANGELOG.rdoc +8 -8
- data/Gemfile +4 -4
- data/README.rdoc +46 -46
- data/Rakefile +8 -8
- data/TODO.rdoc +12 -12
- data/lib/syrup/account.rb +142 -142
- data/lib/syrup/information_missing_error.rb +8 -8
- data/lib/syrup/institutions/cacert.pem +3369 -0
- data/lib/syrup/institutions/institution_base.rb +194 -186
- data/lib/syrup/institutions/uccu.rb +135 -135
- data/lib/syrup/institutions/zions_bank.rb +178 -180
- data/lib/syrup/transaction.rb +19 -19
- data/lib/syrup/version.rb +3 -3
- data/lib/syrup.rb +46 -46
- data/spec/spec_helper.rb +15 -15
- data/spec/syrup/account_spec.rb +52 -52
- data/spec/syrup/institutions/institution_base_spec.rb +119 -119
- data/spec/syrup/institutions/uccu_spec.rb +44 -44
- data/spec/syrup/institutions/zions_bank_spec.rb +40 -40
- data/spec/syrup/syrup_spec.rb +40 -40
- data/spec/syrup/transaction_spec.rb +20 -20
- data/syrup.gemspec +28 -28
- metadata +59 -106
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module Syrup
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module Institutions
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class InstitutionBase
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class << self
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# This method is called whenever a class inherits from this class. We keep track of
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# all of them because they should all be institutions. This way we can provide a
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# list of supported institutions via code.
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def inherited(subclass)
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@subclasses ||= []
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@subclasses << subclass
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end
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# Returns an array of all classes that inherit from this class. Or, in other words,
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# an array of all supported institutions
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def subclasses
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@subclasses
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end
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end
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##
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# :attr_writer: populated
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##
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# :attr_reader: populated?
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##
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# :attr_reader: agent
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# Gets an instance of Mechanize for use by any subclasses.
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##
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# :attr_reader: accounts
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# Returns an array of all of the user's accounts at this institution.
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# If accounts hasn't been populated, it populates accounts and then returns them.
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#
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attr_accessor :username, :password, :secret_questions
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def initialize
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@accounts = []
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end
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# This method allows you to setup an institution with block syntax
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#
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# InstitutionBase.setup do |config|
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# config.username = 'my_user"
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# ...
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# end
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def setup
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yield self
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self
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end
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def populated?
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@populated
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end
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def populated=(value)
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@populated = value
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end
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def accounts
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populate_accounts
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@accounts
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end
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# Returns an account with the specified +account_id+. Always use this method to
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# create a new `Account` object. If you do, it will get populated correctly whenever
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# the population occurs.
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def find_account_by_id(account_id)
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account = @accounts.find { |a| a.id == account_id }
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unless account || populated?
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account = Account.new(:id => account_id, :institution => self)
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@accounts << account
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end
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account
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end
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# Populates an account given an `account_id`. The implementing institution may populate
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# all accounts when this is called if there isn't a way to only request one account's
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# information.
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def populate_account(account_id)
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unless populated?
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result = fetch_account(account_id)
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return nil if result.nil?
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if result.respond_to?(:each)
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populate_accounts(result)
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find_account_by_id(account_id)
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else
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result.populated = true
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account = find_account_by_id(account_id)
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account.merge! result if account
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end
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end
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end
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# Populates all of the user's accounts at this institution.
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def populate_accounts(populated_accounts = nil)
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unless populated?
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all_accounts = populated_accounts || fetch_accounts
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# Remove any accounts that were added, that don't actually exist
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@accounts.delete_if do |a|
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if all_accounts.include?(a)
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false
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else
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a.valid = false
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true
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end
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end
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# Add any additional account information
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new_accounts = []
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all_accounts.each do |filled_account|
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account = @accounts.find { |a| a.id == filled_account.id }
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filled_account.populated = true
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# If we already had an account with this id, fill it with data
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if account
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account.merge! filled_account
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else
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new_accounts << filled_account
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end
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end
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@accounts |= new_accounts # Uses set union
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self.populated = true
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end
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end
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protected
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def agent
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@agent
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end
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#
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#
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#
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$1
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module Syrup
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module Institutions
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class InstitutionBase
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class << self
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# This method is called whenever a class inherits from this class. We keep track of
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# all of them because they should all be institutions. This way we can provide a
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# list of supported institutions via code.
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def inherited(subclass)
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@subclasses ||= []
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@subclasses << subclass
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end
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# Returns an array of all classes that inherit from this class. Or, in other words,
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# an array of all supported institutions
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def subclasses
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@subclasses
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end
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end
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##
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# :attr_writer: populated
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##
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# :attr_reader: populated?
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##
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# :attr_reader: agent
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# Gets an instance of Mechanize for use by any subclasses.
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##
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# :attr_reader: accounts
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# Returns an array of all of the user's accounts at this institution.
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# If accounts hasn't been populated, it populates accounts and then returns them.
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#
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attr_accessor :username, :password, :secret_questions
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def initialize
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@accounts = []
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end
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# This method allows you to setup an institution with block syntax
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#
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# InstitutionBase.setup do |config|
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# config.username = 'my_user"
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# ...
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# end
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def setup
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yield self
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self
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end
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def populated?
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@populated
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end
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def populated=(value)
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@populated = value
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end
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def accounts
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populate_accounts
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@accounts
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end
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# Returns an account with the specified +account_id+. Always use this method to
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# create a new `Account` object. If you do, it will get populated correctly whenever
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# the population occurs.
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def find_account_by_id(account_id)
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account = @accounts.find { |a| a.id == account_id }
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unless account || populated?
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account = Account.new(:id => account_id, :institution => self)
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@accounts << account
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end
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account
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end
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# Populates an account given an `account_id`. The implementing institution may populate
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# all accounts when this is called if there isn't a way to only request one account's
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# information.
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def populate_account(account_id)
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unless populated?
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result = fetch_account(account_id)
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return nil if result.nil?
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if result.respond_to?(:each)
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populate_accounts(result)
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find_account_by_id(account_id)
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else
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result.populated = true
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account = find_account_by_id(account_id)
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account.merge! result if account
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end
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end
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end
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# Populates all of the user's accounts at this institution.
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def populate_accounts(populated_accounts = nil)
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unless populated?
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all_accounts = populated_accounts || fetch_accounts
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# Remove any accounts that were added, that don't actually exist
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@accounts.delete_if do |a|
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if all_accounts.include?(a)
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false
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else
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a.valid = false
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true
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end
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end
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# Add any additional account information
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new_accounts = []
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all_accounts.each do |filled_account|
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account = @accounts.find { |a| a.id == filled_account.id }
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+
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filled_account.populated = true
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# If we already had an account with this id, fill it with data
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if account
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account.merge! filled_account
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else
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new_accounts << filled_account
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end
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end
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@accounts |= new_accounts # Uses set union
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self.populated = true
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end
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end
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protected
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def agent
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unless @agent
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@agent = Mechanize.new
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# Provide path to cert bundle for Windows
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# Downloaded from http://curl.haxx.se/ca/
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@agent.agent.http.ca_file = File.expand_path(File.dirname(__FILE__) + "/cacert.pem") if RUBY_PLATFORM =~ /mingw|mswin/i
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end
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@agent
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end
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# This is just a helper method that simplifies the common process of extracting a number
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# from a string representing a currency.
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#
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# parse_currency('$ 1,234.56') #=> 1234.56
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def parse_currency(currency)
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currency.scan(/[0-9.]/).join.to_f
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end
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# A helper method that replaces a few HTML entities with their actual characters
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#
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# unescape_html("You & I") #=> "You & I"
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def unescape_html(str)
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str.gsub(/&(.*?);/n) do
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match = $1.dup
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case match
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when /\Aamp\z/ni then '&'
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when /\Aquot\z/ni then '"'
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when /\Agt\z/ni then '>'
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when /\Alt\z/ni then '<'
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when /\A#0*(\d+)\z/n then
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if Integer($1) < 256
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Integer($1).chr
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else
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if Integer($1) < 65536 and ($KCODE[0] == ?u or $KCODE[0] == ?U)
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[Integer($1)].pack("U")
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else
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"&##{$1};"
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end
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end
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when /\A#x([0-9a-f]+)\z/ni then
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if $1.hex < 256
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$1.hex.chr
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else
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if $1.hex < 65536 and ($KCODE[0] == ?u or $KCODE[0] == ?U)
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[$1.hex].pack("U")
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else
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"&#x#{$1};"
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end
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end
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else
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"&#{match};"
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end
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end
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end
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end
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end
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end
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@@ -1,136 +1,136 @@
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1
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require 'date'
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2
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-
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3
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module Syrup
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4
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module Institutions
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class Uccu < InstitutionBase
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6
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class << self
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def name
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"UCCU"
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end
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def id
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"uccu"
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end
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end
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def fetch_account(account_id)
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fetch_accounts
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end
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def fetch_accounts
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ensure_authenticated
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-
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# List accounts
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page = agent.post('https://pb.uccu.com/UCCU/Ajax/RpcHandler.ashx',
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'{"id":0,"method":"accounts.getBalances","params":[false]}',
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'X-JSON-RPC' => 'accounts.getBalances')
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json = MultiJson.decode(page.body)
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30
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-
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31
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-
accounts = []
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32
|
-
json['result'].each do |account|
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next if account['accountIndex'] == -1
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-
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new_account = Account.new(:id => account['accountIndex'], :institution => self)
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36
|
-
new_account.name = unescape_html(account['displayName'][/^[^(]*/, 0].strip)
|
37
|
-
new_account.account_number = account['displayName'][/\(([*0-9-]+)\)/, 1]
|
38
|
-
new_account.current_balance = account['current'].to_f
|
39
|
-
new_account.available_balance = account['available'].to_f
|
40
|
-
# new_account.type = :deposit # :credit
|
41
|
-
|
42
|
-
accounts << new_account
|
43
|
-
end
|
44
|
-
|
45
|
-
accounts
|
46
|
-
end
|
47
|
-
|
48
|
-
def fetch_transactions(account_id, starting_at, ending_at)
|
49
|
-
ensure_authenticated
|
50
|
-
|
51
|
-
transactions = []
|
52
|
-
|
53
|
-
page = agent.get("https://pb.uccu.com/UCCU/Accounts/Activity.aspx?index=#{account_id}")
|
54
|
-
form = page.form("MAINFORM")
|
55
|
-
form.ddlAccounts = account_id
|
56
|
-
form.ddlType = 0 # 0 = All types of transactions
|
57
|
-
form.field_with(:id => 'txtFromDate_textBox').value = starting_at.month.to_s + '/' + starting_at.strftime('%e/%Y').strip
|
58
|
-
form.field_with(:id => 'txtToDate_textBox').value = ending_at.month.to_s + '/' + ending_at.strftime('%e/%Y').strip
|
59
|
-
submit_button = form.button_with(:name => 'btnSubmitHistoryRequest')
|
60
|
-
page = form.submit(submit_button)
|
61
|
-
|
62
|
-
# Look for the account balance
|
63
|
-
account = find_account_by_id(account_id)
|
64
|
-
page.search('.summaryTable tr').each do |row_element|
|
65
|
-
first_cell_text = ''
|
66
|
-
row_element.children.each do |cell_element|
|
67
|
-
if first_cell_text.empty?
|
68
|
-
first_cell_text = cell_element.content.strip if cell_element.respond_to? :name
|
69
|
-
else
|
70
|
-
content = cell_element.content.strip
|
71
|
-
case first_cell_text
|
72
|
-
when "Available Balance:"
|
73
|
-
account.available_balance = parse_currency(content) if content.match(/\d+/)
|
74
|
-
when "Current Balance:"
|
75
|
-
account.current_balance = parse_currency(content) if content.match(/\d+/)
|
76
|
-
end
|
77
|
-
end
|
78
|
-
end
|
79
|
-
end
|
80
|
-
|
81
|
-
# Get all the transactions
|
82
|
-
page.search('#ctlAccountActivityChecking tr').each do |row_element|
|
83
|
-
next if row_element['class'] == 'header'
|
84
|
-
|
85
|
-
data = row_element.css('td').map {|element| element.content.strip }
|
86
|
-
|
87
|
-
transaction = Transaction.new
|
88
|
-
transaction.posted_at = Date.strptime(data[0], '%m/%d/%Y')
|
89
|
-
transaction.payee = unescape_html(data[3])
|
90
|
-
transaction.status = :posted # :pending
|
91
|
-
transaction.amount = -parse_currency(data[4]) if data[4].match(/\d+/)
|
92
|
-
transaction.amount = parse_currency(data[5]) if data[5].match(/\d+/)
|
93
|
-
|
94
|
-
transactions << transaction
|
95
|
-
end
|
96
|
-
|
97
|
-
transactions
|
98
|
-
end
|
99
|
-
|
100
|
-
private
|
101
|
-
|
102
|
-
def ensure_authenticated
|
103
|
-
|
104
|
-
# Check to see if already authenticated
|
105
|
-
page = agent.get('https://pb.uccu.com/UCCU/Accounts/Activity.aspx')
|
106
|
-
if page.body.include?("Please enter your User ID and Password below.") || page.body.include?("Your Online Banking session has expired.")
|
107
|
-
|
108
|
-
raise InformationMissingError, "Please supply a username" unless self.username
|
109
|
-
raise InformationMissingError, "Please supply a password" unless self.password
|
110
|
-
|
111
|
-
@agent = Mechanize.new
|
112
|
-
|
113
|
-
# Enter the username
|
114
|
-
page = agent.get('https://pb.uccu.com/UCCU/Login.aspx')
|
115
|
-
form = page.form('MAINFORM')
|
116
|
-
form.field_with(:id => 'ctlSignon_txtUserID').value = username
|
117
|
-
form.field_with(:id => 'ctlSignon_txtPassword').value = password
|
118
|
-
form.field_with(:id => 'ctlSignon_ddlSignonDestination').value = 'Accounts.Overview'
|
119
|
-
form.TestJavaScript = 'OK'
|
120
|
-
login_button = form.button_with(:name => 'ctlSignon:btnLogin')
|
121
|
-
page = form.submit(login_button)
|
122
|
-
|
123
|
-
# If the supplied username/password is incorrect, raise an exception
|
124
|
-
raise InformationMissingError, "Invalid username or password" if page.body.include?("Login not accepted.") || page.body.include?("Please enter a valid signon ID.") || page.body.include?("Please enter a valid Password.")
|
125
|
-
|
126
|
-
# Secret questions???
|
127
|
-
|
128
|
-
raise "Unknown URL reached. Try logging in manually through a browser." if page.uri.to_s != "https://pb.uccu.com/UCCU/Accounts/Overview.aspx"
|
129
|
-
end
|
130
|
-
|
131
|
-
true
|
132
|
-
end
|
133
|
-
|
134
|
-
end
|
135
|
-
end
|
1
|
+
require 'date'
|
2
|
+
|
3
|
+
module Syrup
|
4
|
+
module Institutions
|
5
|
+
class Uccu < InstitutionBase
|
6
|
+
|
7
|
+
class << self
|
8
|
+
def name
|
9
|
+
"UCCU"
|
10
|
+
end
|
11
|
+
|
12
|
+
def id
|
13
|
+
"uccu"
|
14
|
+
end
|
15
|
+
end
|
16
|
+
|
17
|
+
def fetch_account(account_id)
|
18
|
+
fetch_accounts
|
19
|
+
end
|
20
|
+
|
21
|
+
def fetch_accounts
|
22
|
+
ensure_authenticated
|
23
|
+
|
24
|
+
# List accounts
|
25
|
+
page = agent.post('https://pb.uccu.com/UCCU/Ajax/RpcHandler.ashx',
|
26
|
+
'{"id":0,"method":"accounts.getBalances","params":[false]}',
|
27
|
+
'X-JSON-RPC' => 'accounts.getBalances')
|
28
|
+
|
29
|
+
json = MultiJson.decode(page.body)
|
30
|
+
|
31
|
+
accounts = []
|
32
|
+
json['result'].each do |account|
|
33
|
+
next if account['accountIndex'] == -1
|
34
|
+
|
35
|
+
new_account = Account.new(:id => account['accountIndex'], :institution => self)
|
36
|
+
new_account.name = unescape_html(account['displayName'][/^[^(]*/, 0].strip)
|
37
|
+
new_account.account_number = account['displayName'][/\(([*0-9-]+)\)/, 1]
|
38
|
+
new_account.current_balance = account['current'].to_f
|
39
|
+
new_account.available_balance = account['available'].to_f
|
40
|
+
# new_account.type = :deposit # :credit
|
41
|
+
|
42
|
+
accounts << new_account
|
43
|
+
end
|
44
|
+
|
45
|
+
accounts
|
46
|
+
end
|
47
|
+
|
48
|
+
def fetch_transactions(account_id, starting_at, ending_at)
|
49
|
+
ensure_authenticated
|
50
|
+
|
51
|
+
transactions = []
|
52
|
+
|
53
|
+
page = agent.get("https://pb.uccu.com/UCCU/Accounts/Activity.aspx?index=#{account_id}")
|
54
|
+
form = page.form("MAINFORM")
|
55
|
+
form.ddlAccounts = account_id
|
56
|
+
form.ddlType = 0 # 0 = All types of transactions
|
57
|
+
form.field_with(:id => 'txtFromDate_textBox').value = starting_at.month.to_s + '/' + starting_at.strftime('%e/%Y').strip
|
58
|
+
form.field_with(:id => 'txtToDate_textBox').value = ending_at.month.to_s + '/' + ending_at.strftime('%e/%Y').strip
|
59
|
+
submit_button = form.button_with(:name => 'btnSubmitHistoryRequest')
|
60
|
+
page = form.submit(submit_button)
|
61
|
+
|
62
|
+
# Look for the account balance
|
63
|
+
account = find_account_by_id(account_id)
|
64
|
+
page.search('.summaryTable tr').each do |row_element|
|
65
|
+
first_cell_text = ''
|
66
|
+
row_element.children.each do |cell_element|
|
67
|
+
if first_cell_text.empty?
|
68
|
+
first_cell_text = cell_element.content.strip if cell_element.respond_to? :name
|
69
|
+
else
|
70
|
+
content = cell_element.content.strip
|
71
|
+
case first_cell_text
|
72
|
+
when "Available Balance:"
|
73
|
+
account.available_balance = parse_currency(content) if content.match(/\d+/)
|
74
|
+
when "Current Balance:"
|
75
|
+
account.current_balance = parse_currency(content) if content.match(/\d+/)
|
76
|
+
end
|
77
|
+
end
|
78
|
+
end
|
79
|
+
end
|
80
|
+
|
81
|
+
# Get all the transactions
|
82
|
+
page.search('#ctlAccountActivityChecking tr').each do |row_element|
|
83
|
+
next if row_element['class'] == 'header'
|
84
|
+
|
85
|
+
data = row_element.css('td').map {|element| element.content.strip }
|
86
|
+
|
87
|
+
transaction = Transaction.new
|
88
|
+
transaction.posted_at = Date.strptime(data[0], '%m/%d/%Y')
|
89
|
+
transaction.payee = unescape_html(data[3])
|
90
|
+
transaction.status = :posted # :pending
|
91
|
+
transaction.amount = -parse_currency(data[4]) if data[4].match(/\d+/)
|
92
|
+
transaction.amount = parse_currency(data[5]) if data[5].match(/\d+/)
|
93
|
+
|
94
|
+
transactions << transaction
|
95
|
+
end
|
96
|
+
|
97
|
+
transactions
|
98
|
+
end
|
99
|
+
|
100
|
+
private
|
101
|
+
|
102
|
+
def ensure_authenticated
|
103
|
+
|
104
|
+
# Check to see if already authenticated
|
105
|
+
page = agent.get('https://pb.uccu.com/UCCU/Accounts/Activity.aspx')
|
106
|
+
if page.body.include?("Please enter your User ID and Password below.") || page.body.include?("Your Online Banking session has expired.")
|
107
|
+
|
108
|
+
raise InformationMissingError, "Please supply a username" unless self.username
|
109
|
+
raise InformationMissingError, "Please supply a password" unless self.password
|
110
|
+
|
111
|
+
@agent = Mechanize.new
|
112
|
+
|
113
|
+
# Enter the username
|
114
|
+
page = agent.get('https://pb.uccu.com/UCCU/Login.aspx')
|
115
|
+
form = page.form('MAINFORM')
|
116
|
+
form.field_with(:id => 'ctlSignon_txtUserID').value = username
|
117
|
+
form.field_with(:id => 'ctlSignon_txtPassword').value = password
|
118
|
+
form.field_with(:id => 'ctlSignon_ddlSignonDestination').value = 'Accounts.Overview'
|
119
|
+
form.TestJavaScript = 'OK'
|
120
|
+
login_button = form.button_with(:name => 'ctlSignon:btnLogin')
|
121
|
+
page = form.submit(login_button)
|
122
|
+
|
123
|
+
# If the supplied username/password is incorrect, raise an exception
|
124
|
+
raise InformationMissingError, "Invalid username or password" if page.body.include?("Login not accepted.") || page.body.include?("Please enter a valid signon ID.") || page.body.include?("Please enter a valid Password.")
|
125
|
+
|
126
|
+
# Secret questions???
|
127
|
+
|
128
|
+
raise "Unknown URL reached. Try logging in manually through a browser." if page.uri.to_s != "https://pb.uccu.com/UCCU/Accounts/Overview.aspx"
|
129
|
+
end
|
130
|
+
|
131
|
+
true
|
132
|
+
end
|
133
|
+
|
134
|
+
end
|
135
|
+
end
|
136
136
|
end
|