ynaby 0.3.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
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+ /.bundle/
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+ /.yardoc
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+ /_yardoc/
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+ /coverage/
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+ /doc/
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+ /pkg/
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+ /spec/reports/
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+ /tmp/
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+
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+ # rspec failure tracking
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+ .rspec_status
data/.rspec ADDED
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+ --format documentation
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+ --color
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+ --require spec_helper
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+ sudo: false
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+ language: ruby
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+ rvm:
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+ - 2.5.0
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+ before_install: gem install bundler -v 1.16.1
data/Gemfile ADDED
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+ source "https://rubygems.org"
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+
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+ git_source(:github) {|repo_name| "https://github.com/#{repo_name}" }
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+
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+ # Specify your gem's dependencies in ynaby.gemspec
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+ gemspec
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+ PATH
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+ remote: .
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+ specs:
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+ ynaby (0.3.0)
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+ ynab (~> 0.7.0)
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+
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+ GEM
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+ remote: https://rubygems.org/
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+ specs:
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+ addressable (2.5.2)
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+ public_suffix (>= 2.0.2, < 4.0)
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+ coderay (1.1.2)
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+ crack (0.4.3)
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+ safe_yaml (~> 1.0.0)
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+ diff-lcs (1.3)
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+ ethon (0.11.0)
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+ ffi (>= 1.3.0)
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+ ffi (1.9.25)
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+ hashdiff (0.3.7)
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+ json (2.1.0)
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+ method_source (0.9.0)
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+ pry (0.11.3)
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+ coderay (~> 1.1.0)
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+ method_source (~> 0.9.0)
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+ public_suffix (3.0.3)
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+ rake (10.4.2)
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+ rspec (3.7.0)
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+ rspec-core (~> 3.7.0)
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+ rspec-expectations (~> 3.7.0)
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+ rspec-mocks (~> 3.7.0)
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+ rspec-core (3.7.1)
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+ rspec-support (~> 3.7.0)
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+ rspec-expectations (3.7.0)
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+ diff-lcs (>= 1.2.0, < 2.0)
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+ rspec-support (~> 3.7.0)
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+ rspec-mocks (3.7.0)
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+ diff-lcs (>= 1.2.0, < 2.0)
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+ rspec-support (~> 3.7.0)
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+ rspec-support (3.7.1)
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+ safe_yaml (1.0.4)
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+ typhoeus (1.3.0)
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+ ethon (>= 0.9.0)
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+ vcr (4.0.0)
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+ webmock (3.4.2)
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+ addressable (>= 2.3.6)
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+ crack (>= 0.3.2)
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+ hashdiff
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+ ynab (0.7.0)
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+ json (~> 2.1, >= 2.1.0)
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+ typhoeus (~> 1.0, >= 1.0.1)
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+
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+ PLATFORMS
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+ ruby
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+
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+ DEPENDENCIES
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+ bundler (~> 1.16)
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+ pry (~> 0.11.3)
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+ rake (~> 10.0)
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+ rspec (~> 3.0)
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+ vcr (~> 4.0.0)
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+ webmock (~> 3.4.2)
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+ ynaby!
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+
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+ BUNDLED WITH
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+ 1.16.1
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+ The MIT License (MIT)
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+
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+ Copyright (c) 2018 Rafael Millan
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+
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+ Permission is hereby granted, free of charge, to any person obtaining a copy
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+ of this software and associated documentation files (the "Software"), to deal
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+ in the Software without restriction, including without limitation the rights
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+ to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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+ copies of the Software, and to permit persons to whom the Software is
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+ furnished to do so, subject to the following conditions:
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+
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+ The above copyright notice and this permission notice shall be included in
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+ all copies or substantial portions of the Software.
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+
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+ THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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+ IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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+ FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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+ AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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+ LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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+ OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN
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+ THE SOFTWARE.
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+ # Ynaby
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+
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+ Unofficial wrapper gem of the [YNAB Ruby SDK](https://github.com/ynab/ynab-sdk-ruby) for modifying and creating transactions.
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+
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+ ## Installation
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+
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+ Add this line to your application's Gemfile:
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+
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+ ```ruby
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+ gem 'ynaby'
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+ ```
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+
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+ And then execute:
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+
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+ $ bundle
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+
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+ Or install it yourself as:
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+
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+ $ gem install ynaby
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+
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+ ## Usage
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+
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+ ```ruby
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+ user = Ynaby::User.new("my_api_token")
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+
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+ user.budgets # All budgets
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+ budget = user.budget("budget_id") # Find budget
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+
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+ budget.accounts # All accounts
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+ account = budget.account("account_id") # Find account
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+
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+ account.transactions # All transactions
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+ account.transaction(since: Date.new(2018, 9, 28)) # Transactions since date
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+ transaction = account.transaction("transaction_id") # Find transaction
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+
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+ transaction.memo = "New memo"
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+ transaction.update # Updates the transaction
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+
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+ new_transaction = Ynaby::Transaction.new(
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+ date: Date.new(2018, 9, 15),
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+ amount: -10000,
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+ payee_name: "Jerry Seinfeld",
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+ account: account
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+ )
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+ new_transaction.upload # Creates a new transaction
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+
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+ account.bulk_upload_transactions([new_transaction]) # Bulk upload
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+ ```
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+
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+ ## Development
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+
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+ After checking out the repo, run `bin/setup` to install dependencies. Then, run `rake spec` to run the tests. You can also run `bin/console` for an interactive prompt that will allow you to experiment.
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+
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+ To install this gem onto your local machine, run `bundle exec rake install`. To release a new version, update the version number in `version.rb`, and then run `bundle exec rake release`, which will create a git tag for the version, push git commits and tags, and push the `.gem` file to [rubygems.org](https://rubygems.org).
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+
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+ ## Contributing
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+
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+ Bug reports and pull requests are welcome on GitHub at https://github.com/rafaelmillan/ynaby.
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+
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+ ## License
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+
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+ The gem is available as open source under the terms of the [MIT License](https://opensource.org/licenses/MIT).
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+ require "bundler/gem_tasks"
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+ require "rspec/core/rake_task"
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+
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+ RSpec::Core::RakeTask.new(:spec)
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+
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+ task :default => :spec
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+ #!/usr/bin/env ruby
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+
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+ require "bundler/setup"
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+ require "ynaby"
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+
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+ # You can add fixtures and/or initialization code here to make experimenting
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+ # with your gem easier. You can also use a different console, if you like.
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+
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+ # (If you use this, don't forget to add pry to your Gemfile!)
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+ # require "pry"
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+ # Pry.start
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+
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+ require "irb"
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+ IRB.start(__FILE__)
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+ #!/usr/bin/env bash
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+ set -euo pipefail
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+ IFS=$'\n\t'
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+ set -vx
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+
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+ bundle install
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+
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+ # Do any other automated setup that you need to do here
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+ require "ynaby/version"
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+
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+ require "ynaby/base"
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+ require "ynaby/account"
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+ require "ynaby/budget"
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+ require "ynaby/transaction"
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+ require "ynaby/user"
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+ module Ynaby
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+ class Account < Base
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+ attr_reader :id, :name, :type, :on_budget, :closed, :note, :balance, :cleared_balance, :uncleared_balance, :budget
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+
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+ def initialize(id:,
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+ name:,
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+ type:,
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+ on_budget:,
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+ closed:,
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+ note:,
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+ balance:,
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+ cleared_balance:,
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+ uncleared_balance:,
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+ budget:)
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+
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+ @id = id
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+ @name = name
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+ @type = type
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+ @on_budget = on_budget
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+ @closed = closed
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+ @note = note
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+ @balance = balance
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+ @cleared_balance = cleared_balance
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+ @uncleared_balance = uncleared_balance
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+ @budget = budget
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+ end
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+
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+ def transactions(since: nil)
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+ response = ynab_client
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+ .transactions
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+ .get_transactions_by_account(
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+ budget.id,
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+ @id,
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+ since_date: since&.to_date&.iso8601
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+ )
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+
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+ response.data.transactions.map do |transaction|
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+ Transaction.parse(object: transaction, account: self)
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+ end
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+ end
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+
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+ def bulk_upload_transactions(transactions)
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+ if transactions.to_a.empty?
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+ return {
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+ new: 0,
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+ updated: 0
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+ }
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+ end
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+
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+ body = {
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+ transactions: transactions.map(&:upload_hash)
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+ }
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+
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+ response = ynab_client.transactions.bulk_create_transactions(budget.id, body)
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+ duplicate_transactions = response.data.bulk.duplicate_import_ids
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+
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+ if duplicate_transactions.any?
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+ update_duplicate_transactions(
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+ new_transactions: transactions,
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+ duplicate_transactions_ids: response.data.bulk.duplicate_import_ids
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+ )
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+ end
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+
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+ {
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+ new: response.data.bulk.transaction_ids.count,
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+ updated: duplicate_transactions.count
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+ }
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+ end
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+
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+ def transaction(transaction_id)
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+ response = ynab_client.transactions.get_transactions_by_id(budget.id, transaction_id)
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+
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+ Transaction.parse(object: response.data.transaction, account: self)
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+ end
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+
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+ def self.parse(object:, budget:)
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+ new(
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+ id: object.id,
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+ name: object.name,
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+ type: object.type,
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+ on_budget: object.on_budget,
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+ closed: object.closed,
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+ note: object.note,
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+ balance: object.balance,
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+ cleared_balance: object.cleared_balance,
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+ uncleared_balance: object.uncleared_balance,
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+ budget: budget
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+ )
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+ end
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+
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+ def api_token
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+ budget.api_token
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+ end
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+
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+ private
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+
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+ def update_duplicate_transactions(new_transactions:, duplicate_transactions_ids:)
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+ old_transactions = find_from_import_ids(duplicate_transactions_ids)
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+
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+ old_transactions.each do |old_transaction|
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+ new_transaction = new_transactions.find do |transaction|
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+ transaction.import_id == old_transaction.import_id
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+ end
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+
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+ new_transaction.id = old_transaction.id
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+ new_transaction.update
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+ end
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+ end
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+
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+ def find_from_import_ids(import_ids)
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+ earliest_import_date = import_ids.sort.first.split(":")[2]
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+
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+ ynab_transactions = ynab_client.transactions.get_transactions(
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+ budget.id,
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+ since_date: earliest_import_date
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+ ).data.transactions
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+
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+ parsed_transactions = ynab_transactions.map do |transaction_object|
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+ Transaction.parse(object: transaction_object, account: self)
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+ end
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+
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+ parsed_transactions.select do |transaction|
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+ import_ids.include?(transaction.import_id)
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+ end
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+ end
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+ end
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+ end
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+ require "ynab"
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+
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+ module Ynaby
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+ class Base
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+ def ynab_client
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+ YnabApi::Client.new(api_token)
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+ end
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+ end
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+ end
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+ module Ynaby
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+ class Budget < Base
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+ attr_reader :id, :name, :last_modified_on, :date_format, :currency_format, :user
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+
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+ def initialize(id:, name:, last_modified_on:, date_format:, currency_format:, user:)
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+ @id = id
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+ @name = name
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+ @last_modified_on = last_modified_on
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+ @date_format = date_format
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+ @currency_format = currency_format || {}
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+ @user = user
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+ end
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+
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+ def accounts
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+ response = ynab_client.accounts.get_accounts(@id)
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+ response.data.accounts.map do |account|
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+ Account.parse(object: account, budget: self)
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+ end
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+ end
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+
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+ def account(account_id)
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+ response = ynab_client.accounts.get_account_by_id(id, account_id)
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+ Account.parse(object: response.data.account, budget: self)
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+ end
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+
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+ def currency_code
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+ currency_format[:iso_code]
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+ end
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+
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+ def self.parse(object, user)
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+ new(
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+ id: object.id,
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+ name: object.name,
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+ last_modified_on: object.last_modified_on,
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+ date_format: object.date_format.to_hash,
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+ currency_format: object.currency_format.to_hash,
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+ user: user
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+ )
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+ end
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+
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+ def api_token
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+ user.api_token
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+ end
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+ end
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+ end
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+ module Ynaby
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+ class Transaction < Base
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+ attr_reader :account, :date, :payee_name, :import_id, :cleared, :approved,
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+ :flag_color, :payee_id, :category_id, :transfer_account_id,
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+ :import_id, :account_name, :payee_name, :category_name, :account
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+
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+ attr_accessor :id, :memo, :amount
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+
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+ def initialize(id: nil,
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+ date:,
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+ amount:,
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+ memo: nil,
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+ cleared: nil,
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+ approved: nil,
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+ flag_color: nil,
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+ payee_id: nil,
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+ category_id: nil,
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+ transfer_account_id: nil,
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+ import_id: nil,
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+ account_name: nil,
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+ payee_name:,
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+ category_name: nil,
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+ account:)
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+
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+ @id = id
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+ @date = date
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+ @amount = amount
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+ @memo = memo
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+ @cleared = cleared
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+ @approved = approved
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+ @flag_color = flag_color
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+ @payee_id = payee_id
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+ @category_id = category_id
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+ @transfer_account_id = transfer_account_id
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+ @import_id = import_id
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+ @account_name = account_name
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+ @payee_name = payee_name
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+ @category_name = category_name
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+ @account = account
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+ end
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+
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+ def upload
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+ body = {
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+ transaction: upload_hash
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+ }
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+
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+ response = ynab_client.transactions.create_transaction(budget_id, body)
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+
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+ self.class.parse(object: response.data.transaction, account: account)
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+ end
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+
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+ def upload_hash
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+ {
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+ account_id: @account.id,
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+ date: @date.to_date.iso8601,
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+ amount: @amount,
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+ payee_name: @payee_name,
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+ import_id: @import_id,
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+ payee_id: nil,
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+ memo: @memo&.slice(0...50)
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+ }
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+ end
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+
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+ def update
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+ body = {
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+ transaction: upload_hash
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+ }
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+
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+ response = ynab_client.transactions.update_transaction(budget_id, id, body)
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+
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+ self.class.parse(object: response.data.transaction, account: account)
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+ end
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+
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+ def self.parse(object:, account:)
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+ new(
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+ id: object.id,
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+ date: object.date,
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+ amount: object.amount.to_i,
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+ memo: object.memo,
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+ cleared: object.cleared,
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+ approved: object.approved,
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+ flag_color: object.flag_color,
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+ payee_id: object.payee_id,
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+ category_id: object.category_id,
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+ transfer_account_id: object.transfer_account_id,
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+ import_id: object.import_id,
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+ account_name: object.account_name,
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+ payee_name: object.payee_name,
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+ category_name: object.category_name,
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+ account: account
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+ )
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+ end
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+
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+ private
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+
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+ def budget_id
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+ account.budget.id
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+ end
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+
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+ def api_token
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+ account.api_token
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+ end
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+ end
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+ end
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+ module Ynaby
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+ class User < Base
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+ attr_reader :api_token
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+
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+ def initialize(api_token)
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+ @api_token = api_token
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+ end
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+
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+ def budgets
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+ response = ynab_client.budgets.get_budgets
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+ response.data.budgets.map do |budget|
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+ Budget.parse(budget, self)
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+ end
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+ end
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+
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+ def budget(id)
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+ budgets.find { |budget| budget.id == id }
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+ end
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+ end
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+ end
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+ module Ynaby
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+ VERSION = "0.3.0"
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+ end
Binary file
Binary file
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+
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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 "ynaby/version"
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+
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+ Gem::Specification.new do |spec|
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+ spec.name = "ynaby"
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+ spec.version = Ynaby::VERSION
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+ spec.authors = ["Rafael Millán"]
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+ spec.email = ["rafmillan@gmail.com"]
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+
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+ spec.summary = %q{A Ruby library for editing YNAB transaction.}
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+ spec.homepage = "https://github.com/rafaelmillan/ynaby"
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+ spec.license = "MIT"
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+
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+ spec.files = `git ls-files -z`.split("\x0").reject do |f|
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+ f.match(%r{^(test|spec|features)/})
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+ end
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+ spec.bindir = "exe"
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+ spec.executables = spec.files.grep(%r{^exe/}) { |f| File.basename(f) }
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+ spec.require_paths = ["lib"]
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+
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+ spec.add_runtime_dependency "ynab", "~> 0.7.0"
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+
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+ spec.add_development_dependency "bundler", "~> 1.16"
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+ spec.add_development_dependency "pry", "~> 0.11.3"
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+ spec.add_development_dependency "rake", "~> 10.0"
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+ spec.add_development_dependency "rspec", "~> 3.0"
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+ spec.add_development_dependency "webmock", "~> 3.4.2"
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+ spec.add_development_dependency "vcr", "~> 4.0.0"
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+ end
metadata ADDED
@@ -0,0 +1,162 @@
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+ --- !ruby/object:Gem::Specification
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+ name: ynaby
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+ version: !ruby/object:Gem::Version
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+ version: 0.3.0
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+ platform: ruby
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+ authors:
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+ - Rafael Millán
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+ autorequire:
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+ bindir: exe
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+ cert_chain: []
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+ date: 2018-09-30 00:00:00.000000000 Z
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+ dependencies:
13
+ - !ruby/object:Gem::Dependency
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+ name: ynab
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+ requirement: !ruby/object:Gem::Requirement
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+ requirements:
17
+ - - "~>"
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+ - !ruby/object:Gem::Version
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+ version: 0.7.0
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+ type: :runtime
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+ prerelease: false
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+ version_requirements: !ruby/object:Gem::Requirement
23
+ requirements:
24
+ - - "~>"
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+ - !ruby/object:Gem::Version
26
+ version: 0.7.0
27
+ - !ruby/object:Gem::Dependency
28
+ name: bundler
29
+ requirement: !ruby/object:Gem::Requirement
30
+ requirements:
31
+ - - "~>"
32
+ - !ruby/object:Gem::Version
33
+ version: '1.16'
34
+ type: :development
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+ prerelease: false
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+ version_requirements: !ruby/object:Gem::Requirement
37
+ requirements:
38
+ - - "~>"
39
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+ version: '1.16'
41
+ - !ruby/object:Gem::Dependency
42
+ name: pry
43
+ requirement: !ruby/object:Gem::Requirement
44
+ requirements:
45
+ - - "~>"
46
+ - !ruby/object:Gem::Version
47
+ version: 0.11.3
48
+ type: :development
49
+ prerelease: false
50
+ version_requirements: !ruby/object:Gem::Requirement
51
+ requirements:
52
+ - - "~>"
53
+ - !ruby/object:Gem::Version
54
+ version: 0.11.3
55
+ - !ruby/object:Gem::Dependency
56
+ name: rake
57
+ requirement: !ruby/object:Gem::Requirement
58
+ requirements:
59
+ - - "~>"
60
+ - !ruby/object:Gem::Version
61
+ version: '10.0'
62
+ type: :development
63
+ prerelease: false
64
+ version_requirements: !ruby/object:Gem::Requirement
65
+ requirements:
66
+ - - "~>"
67
+ - !ruby/object:Gem::Version
68
+ version: '10.0'
69
+ - !ruby/object:Gem::Dependency
70
+ name: rspec
71
+ requirement: !ruby/object:Gem::Requirement
72
+ requirements:
73
+ - - "~>"
74
+ - !ruby/object:Gem::Version
75
+ version: '3.0'
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+ type: :development
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+ prerelease: false
78
+ version_requirements: !ruby/object:Gem::Requirement
79
+ requirements:
80
+ - - "~>"
81
+ - !ruby/object:Gem::Version
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+ version: '3.0'
83
+ - !ruby/object:Gem::Dependency
84
+ name: webmock
85
+ requirement: !ruby/object:Gem::Requirement
86
+ requirements:
87
+ - - "~>"
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+ - !ruby/object:Gem::Version
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+ version: 3.4.2
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+ type: :development
91
+ prerelease: false
92
+ version_requirements: !ruby/object:Gem::Requirement
93
+ requirements:
94
+ - - "~>"
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+ - !ruby/object:Gem::Version
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+ version: 3.4.2
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+ - !ruby/object:Gem::Dependency
98
+ name: vcr
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+ requirement: !ruby/object:Gem::Requirement
100
+ requirements:
101
+ - - "~>"
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+ - !ruby/object:Gem::Version
103
+ version: 4.0.0
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+ type: :development
105
+ prerelease: false
106
+ version_requirements: !ruby/object:Gem::Requirement
107
+ requirements:
108
+ - - "~>"
109
+ - !ruby/object:Gem::Version
110
+ version: 4.0.0
111
+ description:
112
+ email:
113
+ - rafmillan@gmail.com
114
+ executables: []
115
+ extensions: []
116
+ extra_rdoc_files: []
117
+ files:
118
+ - ".gitignore"
119
+ - ".rspec"
120
+ - ".travis.yml"
121
+ - Gemfile
122
+ - Gemfile.lock
123
+ - LICENSE.txt
124
+ - README.md
125
+ - Rakefile
126
+ - bin/console
127
+ - bin/setup
128
+ - lib/ynaby.rb
129
+ - lib/ynaby/account.rb
130
+ - lib/ynaby/base.rb
131
+ - lib/ynaby/budget.rb
132
+ - lib/ynaby/transaction.rb
133
+ - lib/ynaby/user.rb
134
+ - lib/ynaby/version.rb
135
+ - ynaby-0.1.0.gem
136
+ - ynaby-0.2.0.gem
137
+ - ynaby.gemspec
138
+ homepage: https://github.com/rafaelmillan/ynaby
139
+ licenses:
140
+ - MIT
141
+ metadata: {}
142
+ post_install_message:
143
+ rdoc_options: []
144
+ require_paths:
145
+ - lib
146
+ required_ruby_version: !ruby/object:Gem::Requirement
147
+ requirements:
148
+ - - ">="
149
+ - !ruby/object:Gem::Version
150
+ version: '0'
151
+ required_rubygems_version: !ruby/object:Gem::Requirement
152
+ requirements:
153
+ - - ">="
154
+ - !ruby/object:Gem::Version
155
+ version: '0'
156
+ requirements: []
157
+ rubyforge_project:
158
+ rubygems_version: 2.7.3
159
+ signing_key:
160
+ specification_version: 4
161
+ summary: A Ruby library for editing YNAB transaction.
162
+ test_files: []