syrup 0.0.9 → 0.0.10
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- data/.gitignore +9 -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/institution_base.rb +194 -194
- data/lib/syrup/institutions/uccu.rb +135 -135
- data/lib/syrup/institutions/zions_bank.rb +181 -178
- 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 +106 -58
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require 'date'
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module Syrup
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module Institutions
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class ZionsBank < InstitutionBase
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class << self
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def name
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"Zions Bank"
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end
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def id
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"zions_bank"
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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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# List accounts
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page = agent.get('https://banking.zionsbank.com/ibuir/displayAccountBalance.htm')
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json = MultiJson.decode(page.body)
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accounts = []
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json['accountBalance']['depositAccountList'].each do |account|
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new_account = Account.new(:id => account['accountId'], :institution => self)
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new_account.name = unescape_html(account['name'])
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new_account.account_number = account['number']
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new_account.current_balance = parse_currency(account['currentAmt'])
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new_account.available_balance = parse_currency(account['availableAmt'])
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new_account.type = :deposit
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accounts << new_account
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end
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json['accountBalance']['creditAccountList'].each do |account|
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new_account = Account.new(:id => account['accountId'], :institution => self)
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new_account.name = unescape_html(account['name'])
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new_account.account_number = account['number']
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new_account.current_balance = parse_currency(account['balanceDueAmt'])
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new_account.type = :credit
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accounts << new_account
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end
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accounts
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end
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def fetch_transactions(account_id, starting_at, ending_at)
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ensure_authenticated
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transactions = []
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post_vars = { "actAcct" => account_id, "dayRange.searchType" => "dates", "dayRange.startDate" => starting_at.strftime('%m/%d/%Y'), "dayRange.endDate" => ending_at.strftime('%m/%d/%Y'), "submit_view.x" => 11, "submit_view.y" => 11, "submit_view" => "view" }
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page = agent.post("https://banking.zionsbank.com/zfnb/userServlet/app/bank/user/register_view_main?reSort=false&actAcct=#{account_id}", post_vars)
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# Get all the transactions
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page.search('tr').each do |row_element|
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# Look for the account information first
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account = find_account_by_id(account_id)
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datapart = row_element.css('.acct')
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if datapart && datapart.inner_html.size > 0
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if match = /Prior Day Balance:\s*([^<]+)/.match(datapart.inner_html)
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account.prior_day_balance = parse_currency(match[1])
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end
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if match = /Current Balance:\s*([^<]+)/.match(datapart.inner_html)
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account.current_balance = parse_currency(match[1])
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end
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if match = /Available Balance:\s*([^<]+)/.match(datapart.inner_html)
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account.available_balance = parse_currency(match[1])
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end
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end
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data = []
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datapart = row_element.css('.data')
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if datapart
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data += datapart
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datapart = row_element.css('.curr')
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data += datapart if datapart
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end
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datapart = row_element.css('.datagrey')
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if datapart
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data += datapart
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datapart = row_element.css('.currgrey')
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data += datapart if datapart
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end
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if data.size == 7
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data.map! {|cell| cell.inner_html.strip.gsub(/[^ -~]/, '') }
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transaction = Transaction.new
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transaction.posted_at = Date.strptime(data[0], '%m/%d/%Y')
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transaction.payee = unescape_html(data[2])
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transaction.status = data[3].include?("Posted") ? :posted : :pending
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unless data[4].empty?
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transaction.amount = -parse_currency(data[4])
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end
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unless data[5].empty?
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transaction.amount = parse_currency(data[5])
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end
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transactions << transaction
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end
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end
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transactions
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end
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private
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def ensure_authenticated
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# Check to see if already authenticated
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page = agent.get('https://banking.zionsbank.com/ibuir/')
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if page.body.include?("SessionTimeOutException")
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raise InformationMissingError, "Please supply a username" unless self.username
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raise InformationMissingError, "Please supply a password" unless self.password
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# Enter the username
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page = agent.get('https://www.zionsbank.com')
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form = page.form('logonForm')
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form.publicCred1 = username
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page = form.submit
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# If the supplied username is incorrect, raise an exception
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raise InformationMissingError, "Invalid username" if page.title == "Error Page"
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# Go on to the next page
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page = page.links.first.click
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#
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#
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require 'date'
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module Syrup
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module Institutions
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class ZionsBank < InstitutionBase
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class << self
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def name
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"Zions Bank"
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end
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def id
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"zions_bank"
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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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# List accounts
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page = agent.get('https://banking.zionsbank.com/ibuir/displayAccountBalance.htm')
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json = MultiJson.decode(page.body)
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accounts = []
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json['accountBalance']['depositAccountList'].each do |account|
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new_account = Account.new(:id => account['accountId'], :institution => self)
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new_account.name = unescape_html(account['name'])
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new_account.account_number = account['number']
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new_account.current_balance = parse_currency(account['currentAmt'])
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new_account.available_balance = parse_currency(account['availableAmt'])
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new_account.type = :deposit
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accounts << new_account
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end
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json['accountBalance']['creditAccountList'].each do |account|
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new_account = Account.new(:id => account['accountId'], :institution => self)
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new_account.name = unescape_html(account['name'])
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new_account.account_number = account['number']
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new_account.current_balance = parse_currency(account['balanceDueAmt'])
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new_account.type = :credit
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accounts << new_account
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end
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accounts
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end
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def fetch_transactions(account_id, starting_at, ending_at)
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ensure_authenticated
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transactions = []
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post_vars = { "actAcct" => account_id, "dayRange.searchType" => "dates", "dayRange.startDate" => starting_at.strftime('%m/%d/%Y'), "dayRange.endDate" => ending_at.strftime('%m/%d/%Y'), "submit_view.x" => 11, "submit_view.y" => 11, "submit_view" => "view" }
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page = agent.post("https://banking.zionsbank.com/zfnb/userServlet/app/bank/user/register_view_main?reSort=false&actAcct=#{account_id}", post_vars)
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# Get all the transactions
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page.search('tr').each do |row_element|
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# Look for the account information first
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account = find_account_by_id(account_id)
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datapart = row_element.css('.acct')
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if datapart && datapart.inner_html.size > 0
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if match = /Prior Day Balance:\s*([^<]+)/.match(datapart.inner_html)
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account.prior_day_balance = parse_currency(match[1])
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end
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if match = /Current Balance:\s*([^<]+)/.match(datapart.inner_html)
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account.current_balance = parse_currency(match[1])
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end
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if match = /Available Balance:\s*([^<]+)/.match(datapart.inner_html)
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account.available_balance = parse_currency(match[1])
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end
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end
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data = []
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datapart = row_element.css('.data')
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if datapart
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data += datapart
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datapart = row_element.css('.curr')
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data += datapart if datapart
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end
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datapart = row_element.css('.datagrey')
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if datapart
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data += datapart
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datapart = row_element.css('.currgrey')
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data += datapart if datapart
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end
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if data.size == 7
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data.map! {|cell| cell.inner_html.strip.gsub(/[^ -~]/, '') }
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transaction = Transaction.new
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transaction.posted_at = Date.strptime(data[0], '%m/%d/%Y')
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transaction.payee = unescape_html(data[2])
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transaction.status = data[3].include?("Posted") ? :posted : :pending
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unless data[4].empty?
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transaction.amount = -parse_currency(data[4])
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end
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unless data[5].empty?
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transaction.amount = parse_currency(data[5])
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end
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transactions << transaction
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end
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end
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transactions
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end
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private
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def ensure_authenticated
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# Check to see if already authenticated
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page = agent.get('https://banking.zionsbank.com/ibuir/')
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if page.body.include?("SessionTimeOutException")
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raise InformationMissingError, "Please supply a username" unless self.username
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raise InformationMissingError, "Please supply a password" unless self.password
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# Enter the username
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page = agent.get('https://www.zionsbank.com')
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form = page.form('logonForm')
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form.publicCred1 = username
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page = form.submit
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# If the supplied username is incorrect, raise an exception
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raise InformationMissingError, "Invalid username" if page.title == "Error Page"
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# Go on to the next page
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page = page.links.first.click
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# Skip the secret question if we are prompted for the password
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unless page.body.include?("Site Validation and Password")
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# Find the secret question
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question = page.search('div.form_field')[2].css('div').inner_text
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# If the answer to this question was not supplied, raise an exception
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raise InformationMissingError, "Please answer the question, \"#{question}\"" unless secret_questions && secret_questions[question]
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# Enter the answer to the secret question
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form = page.forms.first
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form["challengeEntry.answerText"] = secret_questions[question]
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form.radiobutton_with(:value => 'false').check
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submit_button = form.button_with(:name => '_eventId_submit')
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page = form.submit(submit_button)
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# If the supplied answer is incorrect, raise an exception
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raise InformationMissingError, "\"#{secret_questions[question]}\" is not the correct answer to, \"#{question}\"" unless page.search('#errorComponent').empty?
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end
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# Enter the password
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form = page.forms.first
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form.privateCred1 = password
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submit_button = form.button_with(:name => '_eventId_submit')
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page = form.submit(submit_button)
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# If the supplied password is incorrect, raise an exception
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raise InformationMissingError, "An invalid password was supplied" unless page.search('#errorComponent').empty?
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# Clicking this link logs us into the banking.zionsbank.com domain
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page = page.links.first.click
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|
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if page.uri.to_s != "https://banking.zionsbank.com/ibuir/displayUserInterface.htm"
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page = agent.get('https://banking.zionsbank.com/zfnb/userServlet/app/bank/user/viewaccountsbysubtype/viewAccount')
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raise "Unknown URL reached. Try logging in manually through a browser." if page.body.include?("SessionTimeOutException")
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end
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end
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true
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end
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end
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end
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end
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data/lib/syrup/transaction.rb
CHANGED
@@ -1,20 +1,20 @@
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1
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-
module Syrup
|
2
|
-
class Transaction
|
3
|
-
##
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4
|
-
# :attr_accessor: status
|
5
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-
# Currently, the only valid types are :posted and :pending
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7
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#
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attr_accessor :id, :payee, :amount, :posted_at, :status
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# New objects can be instantiated as either empty (pass no construction parameter) or pre-set with
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# attributes (pass a hash with key names matching the associated attribute names).
|
12
|
-
def initialize(attr_hash = nil)
|
13
|
-
if attr_hash
|
14
|
-
attr_hash.each do |k, v|
|
15
|
-
instance_variable_set "@#{k}", v
|
16
|
-
end
|
17
|
-
end
|
18
|
-
end
|
19
|
-
end
|
1
|
+
module Syrup
|
2
|
+
class Transaction
|
3
|
+
##
|
4
|
+
# :attr_accessor: status
|
5
|
+
# Currently, the only valid types are :posted and :pending
|
6
|
+
|
7
|
+
#
|
8
|
+
attr_accessor :id, :payee, :amount, :posted_at, :status
|
9
|
+
|
10
|
+
# New objects can be instantiated as either empty (pass no construction parameter) or pre-set with
|
11
|
+
# attributes (pass a hash with key names matching the associated attribute names).
|
12
|
+
def initialize(attr_hash = nil)
|
13
|
+
if attr_hash
|
14
|
+
attr_hash.each do |k, v|
|
15
|
+
instance_variable_set "@#{k}", v
|
16
|
+
end
|
17
|
+
end
|
18
|
+
end
|
19
|
+
end
|
20
20
|
end
|
data/lib/syrup/version.rb
CHANGED
@@ -1,3 +1,3 @@
|
|
1
|
-
module Syrup
|
2
|
-
VERSION = "0.0.
|
3
|
-
end
|
1
|
+
module Syrup
|
2
|
+
VERSION = "0.0.10"
|
3
|
+
end
|
data/lib/syrup.rb
CHANGED
@@ -1,46 +1,46 @@
|
|
1
|
-
require 'date'
|
2
|
-
require 'mechanize'
|
3
|
-
require 'multi_json'
|
4
|
-
require 'syrup/information_missing_error'
|
5
|
-
require 'syrup/account'
|
6
|
-
require 'syrup/transaction'
|
7
|
-
|
8
|
-
# require all institutions
|
9
|
-
require 'syrup/institutions/institution_base'
|
10
|
-
Dir[File.dirname(__FILE__) + '/syrup/institutions/*.rb'].each {|file| require file }
|
11
|
-
|
12
|
-
module Syrup
|
13
|
-
extend self
|
14
|
-
|
15
|
-
# Returns an array of institutions.
|
16
|
-
#
|
17
|
-
# Syrup.institutions.each do |institution|
|
18
|
-
# puts "name: #{institution.name}, id: #{institution.id}"
|
19
|
-
# end
|
20
|
-
def institutions
|
21
|
-
Institutions::InstitutionBase.subclasses
|
22
|
-
end
|
23
|
-
|
24
|
-
# Returns a new institution object with the specified +institution_id+.
|
25
|
-
# If you pass in a block, you can use it to setup the username, password, and secret_questions.
|
26
|
-
#
|
27
|
-
# Syrup.setup_institution('zions_bank') do |config|
|
28
|
-
# config.username = "my_user"
|
29
|
-
# config.password = "my_password"
|
30
|
-
# config.secret_questions = {
|
31
|
-
# 'How long is your beard?' => '6in'
|
32
|
-
# }
|
33
|
-
# end
|
34
|
-
def setup_institution(institution_id)
|
35
|
-
institution = institutions.find { |i| i.id == institution_id }
|
36
|
-
|
37
|
-
if institution
|
38
|
-
i = institution.new
|
39
|
-
if block_given?
|
40
|
-
i.setup { |config| yield config }
|
41
|
-
else
|
42
|
-
i
|
43
|
-
end
|
44
|
-
end
|
45
|
-
end
|
46
|
-
end
|
1
|
+
require 'date'
|
2
|
+
require 'mechanize'
|
3
|
+
require 'multi_json'
|
4
|
+
require 'syrup/information_missing_error'
|
5
|
+
require 'syrup/account'
|
6
|
+
require 'syrup/transaction'
|
7
|
+
|
8
|
+
# require all institutions
|
9
|
+
require 'syrup/institutions/institution_base'
|
10
|
+
Dir[File.dirname(__FILE__) + '/syrup/institutions/*.rb'].each {|file| require file }
|
11
|
+
|
12
|
+
module Syrup
|
13
|
+
extend self
|
14
|
+
|
15
|
+
# Returns an array of institutions.
|
16
|
+
#
|
17
|
+
# Syrup.institutions.each do |institution|
|
18
|
+
# puts "name: #{institution.name}, id: #{institution.id}"
|
19
|
+
# end
|
20
|
+
def institutions
|
21
|
+
Institutions::InstitutionBase.subclasses
|
22
|
+
end
|
23
|
+
|
24
|
+
# Returns a new institution object with the specified +institution_id+.
|
25
|
+
# If you pass in a block, you can use it to setup the username, password, and secret_questions.
|
26
|
+
#
|
27
|
+
# Syrup.setup_institution('zions_bank') do |config|
|
28
|
+
# config.username = "my_user"
|
29
|
+
# config.password = "my_password"
|
30
|
+
# config.secret_questions = {
|
31
|
+
# 'How long is your beard?' => '6in'
|
32
|
+
# }
|
33
|
+
# end
|
34
|
+
def setup_institution(institution_id)
|
35
|
+
institution = institutions.find { |i| i.id == institution_id }
|
36
|
+
|
37
|
+
if institution
|
38
|
+
i = institution.new
|
39
|
+
if block_given?
|
40
|
+
i.setup { |config| yield config }
|
41
|
+
else
|
42
|
+
i
|
43
|
+
end
|
44
|
+
end
|
45
|
+
end
|
46
|
+
end
|
data/spec/spec_helper.rb
CHANGED
@@ -1,15 +1,15 @@
|
|
1
|
-
require 'rubygems'
|
2
|
-
require 'bundler/setup'
|
3
|
-
require 'syrup'
|
4
|
-
|
5
|
-
RSpec.configure do |config|
|
6
|
-
include Syrup
|
7
|
-
|
8
|
-
config.filter_run_excluding :bank_integration => true
|
9
|
-
end
|
10
|
-
|
11
|
-
module Syrup
|
12
|
-
def spec_resource_path
|
13
|
-
File.dirname(__FILE__) + '/resources/'
|
14
|
-
end
|
15
|
-
end
|
1
|
+
require 'rubygems'
|
2
|
+
require 'bundler/setup'
|
3
|
+
require 'syrup'
|
4
|
+
|
5
|
+
RSpec.configure do |config|
|
6
|
+
include Syrup
|
7
|
+
|
8
|
+
config.filter_run_excluding :bank_integration => true
|
9
|
+
end
|
10
|
+
|
11
|
+
module Syrup
|
12
|
+
def spec_resource_path
|
13
|
+
File.dirname(__FILE__) + '/resources/'
|
14
|
+
end
|
15
|
+
end
|
data/spec/syrup/account_spec.rb
CHANGED
@@ -1,53 +1,53 @@
|
|
1
|
-
require "spec_helper"
|
2
|
-
|
3
|
-
describe Account do
|
4
|
-
before(:each) do
|
5
|
-
@institution = double()
|
6
|
-
@institution.stub(:populate_account) do
|
7
|
-
@account.populated = true
|
8
|
-
@account.instance_variable_set :@name, 'my name'
|
9
|
-
end
|
10
|
-
@institution.stub(:fetch_transactions) do
|
11
|
-
[
|
12
|
-
Transaction.new(:id => 1, :payee => 'Wal-Mart', :posted_at => Date.today - 1, :amount => 30.14),
|
13
|
-
Transaction.new(:id => 2, :payee => 'Pizza Hut', :posted_at => Date.today - 2, :amount => 10.23)
|
14
|
-
]
|
15
|
-
end
|
16
|
-
@account = Account.new :id => 1, :institution => @institution
|
17
|
-
end
|
18
|
-
|
19
|
-
it "has lots of useful properties" do
|
20
|
-
account = Account.new
|
21
|
-
|
22
|
-
account.should respond_to(:id)
|
23
|
-
account.should respond_to(:name)
|
24
|
-
account.should respond_to(:type)
|
25
|
-
account.should respond_to(:account_number)
|
26
|
-
account.should respond_to(:current_balance)
|
27
|
-
account.should respond_to(:available_balance)
|
28
|
-
account.should respond_to(:prior_day_balance)
|
29
|
-
end
|
30
|
-
|
31
|
-
it "is populated when properties are accessed" do
|
32
|
-
@account.instance_variable_get(:@name).should be_nil
|
33
|
-
@account.name.should == "my name"
|
34
|
-
end
|
35
|
-
|
36
|
-
it "is considered == if the id is the same" do
|
37
|
-
account1 = Account.new :id => 1, :name => "checking"
|
38
|
-
account2 = Account.new :id => 1, :name => "savings"
|
39
|
-
account3 = Account.new :id => 2, :name => "trash"
|
40
|
-
|
41
|
-
account1.should == account2
|
42
|
-
account1.should_not == account3
|
43
|
-
end
|
44
|
-
|
45
|
-
context "given a date range" do
|
46
|
-
it "gets transactions" do
|
47
|
-
@account.find_transactions(Date.today - 30)
|
48
|
-
end
|
49
|
-
#it "only fetches transactions when needed"
|
50
|
-
end
|
51
|
-
|
52
|
-
#it "doesn't allow there to be too many cached transactions"
|
1
|
+
require "spec_helper"
|
2
|
+
|
3
|
+
describe Account do
|
4
|
+
before(:each) do
|
5
|
+
@institution = double()
|
6
|
+
@institution.stub(:populate_account) do
|
7
|
+
@account.populated = true
|
8
|
+
@account.instance_variable_set :@name, 'my name'
|
9
|
+
end
|
10
|
+
@institution.stub(:fetch_transactions) do
|
11
|
+
[
|
12
|
+
Transaction.new(:id => 1, :payee => 'Wal-Mart', :posted_at => Date.today - 1, :amount => 30.14),
|
13
|
+
Transaction.new(:id => 2, :payee => 'Pizza Hut', :posted_at => Date.today - 2, :amount => 10.23)
|
14
|
+
]
|
15
|
+
end
|
16
|
+
@account = Account.new :id => 1, :institution => @institution
|
17
|
+
end
|
18
|
+
|
19
|
+
it "has lots of useful properties" do
|
20
|
+
account = Account.new
|
21
|
+
|
22
|
+
account.should respond_to(:id)
|
23
|
+
account.should respond_to(:name)
|
24
|
+
account.should respond_to(:type)
|
25
|
+
account.should respond_to(:account_number)
|
26
|
+
account.should respond_to(:current_balance)
|
27
|
+
account.should respond_to(:available_balance)
|
28
|
+
account.should respond_to(:prior_day_balance)
|
29
|
+
end
|
30
|
+
|
31
|
+
it "is populated when properties are accessed" do
|
32
|
+
@account.instance_variable_get(:@name).should be_nil
|
33
|
+
@account.name.should == "my name"
|
34
|
+
end
|
35
|
+
|
36
|
+
it "is considered == if the id is the same" do
|
37
|
+
account1 = Account.new :id => 1, :name => "checking"
|
38
|
+
account2 = Account.new :id => 1, :name => "savings"
|
39
|
+
account3 = Account.new :id => 2, :name => "trash"
|
40
|
+
|
41
|
+
account1.should == account2
|
42
|
+
account1.should_not == account3
|
43
|
+
end
|
44
|
+
|
45
|
+
context "given a date range" do
|
46
|
+
it "gets transactions" do
|
47
|
+
@account.find_transactions(Date.today - 30)
|
48
|
+
end
|
49
|
+
#it "only fetches transactions when needed"
|
50
|
+
end
|
51
|
+
|
52
|
+
#it "doesn't allow there to be too many cached transactions"
|
53
53
|
end
|