ynap 1.0.0

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Files changed (26) hide show
  1. checksums.yaml +7 -0
  2. data/CHANGELOG.md +7 -0
  3. data/LICENSE.txt +21 -0
  4. data/README.md +266 -0
  5. data/bin/console +14 -0
  6. data/bin/plaid +349 -0
  7. data/bin/setup +8 -0
  8. data/bin/ynap +5 -0
  9. data/config/ynap.yml.example +29 -0
  10. data/exe/ynap +6 -0
  11. data/html/index.html +950 -0
  12. data/html/oauth-response.html +305 -0
  13. data/lib/ynap.rb +42 -0
  14. data/lib/ynap/cli.rb +113 -0
  15. data/lib/ynap/extensions/float.rb +5 -0
  16. data/lib/ynap/extensions/integer.rb +5 -0
  17. data/lib/ynap/extensions/plaid/models/transaction.rb +8 -0
  18. data/lib/ynap/extensions/ynab/save_transaction.rb +8 -0
  19. data/lib/ynap/extensions/ynab/transaction_detail.rb +8 -0
  20. data/lib/ynap/models/account.rb +62 -0
  21. data/lib/ynap/models/bank.rb +145 -0
  22. data/lib/ynap/models/bridge_record.rb +9 -0
  23. data/lib/ynap/payee_parser.rb +12 -0
  24. data/lib/ynap/values/params_converter.rb +52 -0
  25. data/lib/ynap/version.rb +3 -0
  26. metadata +197 -0
data/html/oauth-response.html ADDED
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+ <!DOCTYPE html>
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+ <html lang="en">
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+ <head>
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+ <meta charset="UTF-8">
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+ <title>Plaid Quickstart OAuth Response Page Example</title>
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+ <link rel="stylesheet" href="https://threads.plaid.com/threads.css">
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+
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+ <meta name="viewport" content="width=device-width, initial-scale=1">
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+ <style>
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+ /*
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+
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+ Base
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+
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+ */
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+
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+ body {
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+ background: #ffffff;
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+ }
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+
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+ .main {
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+ max-width: 960px;
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+ margin-right: auto;
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+ margin-left: auto;
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+ padding: 80px 40px;
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+ }
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+
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+
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+ /*
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+
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+ Content at the top of the view
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+
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+ */
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+ .loading-indicator {
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+ -webkit-animation: rot 1200ms infinite cubic-bezier(0.23, 1.2, 0.32, 1);
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+ animation: rot 1200ms infinite cubic-bezier(0.23, 1.2, 0.32, 1);
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+ border-bottom: 2px solid #e3e3e3;
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+ border-left: 2px solid #e3e3e3;
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+ border-radius: 100%;
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+ border-right: 2px solid #e3e3e3;
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+ border-top: 2px solid #7e7e7e;
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+ font-size: 100%;
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+ font: inherit;
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+ height: 45px;
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+ left: calc(50% - (45px / 2));
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+ margin: 0;
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+ padding: 0;
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+ position: absolute;
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+ top: 80%;
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+ vertical-align: baseline;
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+ width: 45px;
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+ box-sizing: border-box
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+ }
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+ @keyframes rot {
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+ from {
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+ -webkit-transform: rotate(0deg);
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+ transform: rotate(0deg);
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+ }
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+ to {
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+ -webkit-transform: rotate(359deg);
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+ transform: rotate(359deg);
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+ }
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+ }
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+ @-webkit-keyframes rot {
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+ from {
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+ -webkit-transform: rotate(0deg);
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+ transform: rotate(0deg);
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+ }
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+ to {
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+ -webkit-transform: rotate(359deg);
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+ transform: rotate(359deg);
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+ }
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+ }
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+
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+ .everpresent-content {
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+ border-bottom-width: 1px;
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+ border-bottom-color: #E3E9EF;
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+ border-bottom-style: solid;
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+ margin-bottom: 16px;
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+ padding-bottom: 16px;
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+ }
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+
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+ .everpresent-content__heading {
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+ margin-bottom: 16px;
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+ }
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+
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+ .everpresent-content__subheading {
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+ font-size: 24px;
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+ font-weight: 300;
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+ color: #527084;
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+ line-height: 32px;
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+ margin-bottom: 0;
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+ }
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+
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+ /*
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+
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+ Item overview
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+
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+ */
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+
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+ .item-overview {
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+ padding-bottom: 16px;
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+ }
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+
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+ .item-overview__column {
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+ width: 50%;
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+ float: left;
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+ }
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+
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+ .item-overview__column:nth-child(1) {
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+ padding-right: 8px;
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+ }
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+
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+ .item-overview__column:nth-child(2) {
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+ padding-left: 8px;
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+ }
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+
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+ .item-overview__heading {
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+ font-weight: bold;
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+ text-transform: uppercase;
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+ font-size: 12px;
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+ margin-bottom: 0;
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+ }
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+
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+ .item-overview__id {
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+ text-overflow: ellipsis;
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+ overflow-x: hidden;
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+ }
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+
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+ /*
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+
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+ One off tweaks to the layout for tables
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+
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+ */
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+
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+ .response-row {
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+ }
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+
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+ .response-row--is-identity td {
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+ width: 25%;
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+ display: inline-block;
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+ overflow-wrap: break-word;
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+ vertical-align: top;
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+ }
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+
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+ /*
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+
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+ Display content inside of box
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+
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+ */
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+
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+ .box {
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+ border-radius: 4px;
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+ border-width: 1px;
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+ border-color: #E3E9EF;
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+ border-style: solid;
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+ border-radius: 4px;
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+ margin-bottom: 24px;
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+ overflow: hidden;
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+ box-shadow: 0 1px 2px rgba(3,49,86,0.2);
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+ }
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+
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+ .box__heading {
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+ padding: 16px 24px;
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+ border-bottom-width: 1px;
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+ border-bottom-color: #E3E9EF;
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+ border-bottom-style: solid;
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+ background-color: #FAFCFD;
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+ margin-bottom: 0;
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+ }
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+
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+
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+ /*
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+
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+ Item row
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+
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+ */
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+ .item-data-row {
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+ border-bottom-width: 1px;
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+ border-bottom-color: #E3E9EF;
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+ border-bottom-style: solid;
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+ padding-top: 24px;
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+ padding-bottom: 24px;
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+ padding-left: 24px;
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+ padding-right: 24px;
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+ }
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+
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+ .item-data-row:after {
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+ clear: both;
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+ content: '';
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+ display: table;
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+ }
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+
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+ .item-data-row:last-child {
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+ margin-bottom: 0;
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+ border-bottom: 0;
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+ }
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+
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+ .item-data-row__request-type {
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+ background-color
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+ font-size: 12px;
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+ color: #02B1F8;
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+ letter-spacing: 0;
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+ background: #D9F3FE;
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+ font-weight: 600;
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+ text-transform: uppercase;
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+ border-radius: 4px;
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+ height: 32px;
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+ line-height: 32px;
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+ text-align: center;
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+ font-size: 14px;
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+ }
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+
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+ .item-data-row__endpoint {
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+ font-family: "monaco", courier;
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+ font-size: 14px;
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+ line-height: 32px;
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+ display: inline-block;
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+ }
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+
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+ .item-data-row__nicename {
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+ font-size: 16px;
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+ line-height: 32px;
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+ display: inline-block;
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+ font-weight: 500;
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+ color: #033156;
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+ }
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+
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+
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+ .item-data-row__left {
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+ width: 13%;
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+ float: left;
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+ }
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+
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+ .item-data-row__center {
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+ width: 62%;
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+ float: left;
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+ padding-left: 16px;
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+ }
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+
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+ .item-data-row__right {
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+ width: 25%;
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+ float: left;
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+ }
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+
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+ /*
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+
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+ Hide things
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+
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+ */
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+
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+ #app {
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+ display: none;
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+ }
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+
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+ #steps {
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+ display: none;
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+ }
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+
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+ /*
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+
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+ Errors
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+
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+ */
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+
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+ .alert {
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+ padding: 15px;
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+ margin-top: 20px;
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+ margin-bottom: 20px;
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+ border: 1px solid transparent;
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+ border-radius: 4px;
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+ }
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+
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+ .alert-danger {
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+ color: #a94442;
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+ background-color: #f2dede;
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+ border-color: #ebccd1;
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+ }
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+
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+ .alert-danger a {
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+ color: #a94442;
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+ font-weight: bold;
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+ }
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+ </style>
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+ </head>
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+ <body>
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+ <script src="https://cdnjs.cloudflare.com/ajax/libs/jquery/2.2.3/jquery.min.js"></script>
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+ <script src="https://cdn.plaid.com/link/v2/stable/link-initialize.js"></script>
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+ <script>
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+ (function($) {
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+ var linkToken = localStorage.getItem('link_token');
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+ var handler = Plaid.create({
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+ token: linkToken,
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+ receivedRedirectUri: window.location.href,
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+ onSuccess: function(public_token) {
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+ $.post('/api/set_access_token', {public_token: public_token}, function(data) {
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+ location.href = 'http://localhost:8000';
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+ })
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+ },
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+ });
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+ handler.open();
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+ })(jQuery);
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+ </script>
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+ </body>
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+ </html>
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+
data/lib/ynap.rb ADDED
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+ require "bigdecimal"
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+ require "date"
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+ require "yaml"
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+ require "ynab"
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+ require "ynap/extensions/plaid/models/transaction"
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+ require "ynap/extensions/ynab/save_transaction"
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+ require "ynap/extensions/ynab/transaction_detail"
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+ require "ynap/extensions/float"
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+ require "ynap/extensions/integer"
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+ require "ynap/models/account"
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+ require "ynap/models/bank"
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+ require "ynap/values/params_converter"
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+ require "ynap/payee_parser"
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+ require "ynap/version"
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+
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+ module Ynap
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+ class Error < StandardError; end
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+
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+ def self.config
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+ @config ||= YAML.load(File.read('ynap.yml'))
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+ end
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+
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+ def self.config=(path)
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+ @config = YAML.load(File.read(path))
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+ end
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+
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+ def self.bank_config(id)
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+ config[:banks].find { |bank_params| bank_params[:id] == id }
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+ end
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+
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+ def self.regexp
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+ @regexp ||= Regexp.union config[:regex].map{ |s| Regexp.new s }
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+ end
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+
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+ def self.plaid_client
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+ @plaid_client ||= Plaid::Client.new config[:plaid].slice(:env, :client_id, :secret)
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+ end
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+
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+ def self.ynab_client
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+ @ynab_client ||= YNAB::API.new config.dig(:ynab, :token)
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+ end
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+ end
data/lib/ynap/cli.rb ADDED
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+ require "thor"
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+ require "ynap"
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+
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+ module Ynap
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+ class CLI < Thor
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+ DEFAULT_CONFIG_PATH = 'ynap.yml'
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+
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+ class_option :verbose, :type => :boolean, :aliases => "-v"
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+
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+ #
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+ # System commands
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+ #
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+
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+ desc "console", "Start a YNAP console"
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+ def console
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+ system("ruby bin/console")
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+ end
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+
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+ desc "plaid", "Start the Plaid web server, used during setup to retrieve access tokens"
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+ method_option :config, type: :string, aliases: '-c', default: DEFAULT_CONFIG_PATH
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+ def plaid
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+ system("ruby bin/plaid #{options.config}")
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+ end
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+
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+ #
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+ # Queries
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+ #
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+
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+ desc "plaid_ids [BANK_KEY]", "Print Plaid accounts details for setup"
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+ method_option :config, type: :string, aliases: '-c', default: DEFAULT_CONFIG_PATH
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+ def plaid_ids(bank_id)
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+ load_config options.config
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+ puts Bank.find(bank_id).all_plaid_ids
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+ end
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+
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+ desc "balances", "Print balances from Plaid"
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+ method_option :config, type: :string, aliases: '-c', default: DEFAULT_CONFIG_PATH
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+ method_option :bank, type: :string, aliases: '-b'
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+ def balances
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+ load_config options.config
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+ if options.bank.nil?
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+ puts Bank.accounts_descriptions
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+ else
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+ puts Bank.find(options.bank).accounts_descriptions
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+ end
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+ end
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+
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+ desc "diff [BANK_KEY]", "Print the latest transactions for YNAB and Plaid for comparison."
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+ method_option :config, type: :string, aliases: '-c', default: DEFAULT_CONFIG_PATH
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+ method_option :limit, type: :numeric, aliases: '-l', default: 10
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+ def diff(bank_id)
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+ load_config options.config
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+ bank = Bank.find(bank_id)
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+ puts "**************\n* Last #{options.limit} transactions for each account @ #{bank.name}\n**************"
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+ bank.accounts.each do |account|
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+ puts "\nAccount: #{account.description}\n"
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+ puts "\nPlaid\n-------"
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+ puts account.plaid_transactions.first(options.limit).map(&:description).join("\n")
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+ puts "\nYNAB\n-------"
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+ puts account.ynab_transactions.first(options.limit).map(&:description).join("\n")
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+ puts "\n*******"
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+ end
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+ end
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+
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+ desc "import", "Import available transactions from Plaid to YNAB"
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+ method_option :config, type: :string, aliases: '-c', default: DEFAULT_CONFIG_PATH
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+ method_option :bank, type: :string, aliases: '-b'
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+ method_option :reconcile, type: :boolean, aliases: '-r', default: true, desc: "Fetches balances after import (slower)"
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+ def import
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+ load_config options.config
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+ puts "* Fetching transactions and preparing import\n"
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+ if options.bank.nil?
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+ Bank.all.each(&:import)
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+ else
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+ Bank.find(options.bank).import
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+ end
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+ if options.reconcile
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+ puts "\n* Fetching balances\n"
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+ balances
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+ end
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+ end
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+
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+ desc "payees", "List Payees Names for available transactions"
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+ method_option :config, type: :string, aliases: '-c', default: DEFAULT_CONFIG_PATH
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+ method_option :bank, type: :string, aliases: '-b'
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+ method_option :memos, type: :boolean, aliases: '-m', default: false
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+ def payees
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+ load_config options.config
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+ if options.bank.nil?
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+ puts Bank.payees(with_memos: options.memos).join("\n")
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+ else
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+
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+ puts Bank.find(options.bank).send(options.memos ? :payees_memos : :payees).join("\n")
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+ end
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+ end
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+
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+ desc "transactions [BANK_KEY]", "Print transactions"
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+ method_option :config, type: :string, aliases: '-c', default: DEFAULT_CONFIG_PATH
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+ method_option :side, type: :string, aliases: '-s', default: 'plaid'
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+ def transactions(bank_id)
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+ load_config options.config
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+ bank = Bank.find bank_id
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+ scope = options.side == 'ynab' ? :ynab_transactions : :plaid_transactions
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+ puts bank.send(scope).map(&:description).join("\n")
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+ end
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+
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+ no_commands{
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+ def load_config(path)
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+ Ynap.config = path unless path.nil?
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+ end
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+ }
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+ end
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+ end