ynap 1.0.0
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- checksums.yaml +7 -0
- data/CHANGELOG.md +7 -0
- data/LICENSE.txt +21 -0
- data/README.md +266 -0
- data/bin/console +14 -0
- data/bin/plaid +349 -0
- data/bin/setup +8 -0
- data/bin/ynap +5 -0
- data/config/ynap.yml.example +29 -0
- data/exe/ynap +6 -0
- data/html/index.html +950 -0
- data/html/oauth-response.html +305 -0
- data/lib/ynap.rb +42 -0
- data/lib/ynap/cli.rb +113 -0
- data/lib/ynap/extensions/float.rb +5 -0
- data/lib/ynap/extensions/integer.rb +5 -0
- data/lib/ynap/extensions/plaid/models/transaction.rb +8 -0
- data/lib/ynap/extensions/ynab/save_transaction.rb +8 -0
- data/lib/ynap/extensions/ynab/transaction_detail.rb +8 -0
- data/lib/ynap/models/account.rb +62 -0
- data/lib/ynap/models/bank.rb +145 -0
- data/lib/ynap/models/bridge_record.rb +9 -0
- data/lib/ynap/payee_parser.rb +12 -0
- data/lib/ynap/values/params_converter.rb +52 -0
- data/lib/ynap/version.rb +3 -0
- metadata +197 -0
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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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<meta name="viewport" content="width=device-width, initial-scale=1">
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<style>
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/*
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Base
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*/
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body {
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background: #ffffff;
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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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Content at the top of the view
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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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.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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.everpresent-content__heading {
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margin-bottom: 16px;
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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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Item overview
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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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.item-overview__column {
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width: 50%;
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float: left;
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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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.item-overview__column:nth-child(2) {
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padding-left: 8px;
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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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.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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One off tweaks to the layout for tables
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*/
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.response-row {
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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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Display content inside of box
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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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.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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Item row
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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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.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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.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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.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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.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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.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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.item-data-row__left {
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width: 13%;
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float: left;
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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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.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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Hide things
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*/
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#app {
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display: none;
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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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Errors
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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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.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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.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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module Ynap
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class Error < StandardError; end
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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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def self.config=(path)
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@config = YAML.load(File.read(path))
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end
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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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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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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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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
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data/lib/ynap/cli.rb
ADDED
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require "thor"
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require "ynap"
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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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class_option :verbose, :type => :boolean, :aliases => "-v"
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#
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# System commands
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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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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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# Queries
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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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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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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
|
53
|
+
bank = Bank.find(bank_id)
|
54
|
+
puts "**************\n* Last #{options.limit} transactions for each account @ #{bank.name}\n**************"
|
55
|
+
bank.accounts.each do |account|
|
56
|
+
puts "\nAccount: #{account.description}\n"
|
57
|
+
puts "\nPlaid\n-------"
|
58
|
+
puts account.plaid_transactions.first(options.limit).map(&:description).join("\n")
|
59
|
+
puts "\nYNAB\n-------"
|
60
|
+
puts account.ynab_transactions.first(options.limit).map(&:description).join("\n")
|
61
|
+
puts "\n*******"
|
62
|
+
end
|
63
|
+
end
|
64
|
+
|
65
|
+
desc "import", "Import available transactions from Plaid to YNAB"
|
66
|
+
method_option :config, type: :string, aliases: '-c', default: DEFAULT_CONFIG_PATH
|
67
|
+
method_option :bank, type: :string, aliases: '-b'
|
68
|
+
method_option :reconcile, type: :boolean, aliases: '-r', default: true, desc: "Fetches balances after import (slower)"
|
69
|
+
def import
|
70
|
+
load_config options.config
|
71
|
+
puts "* Fetching transactions and preparing import\n"
|
72
|
+
if options.bank.nil?
|
73
|
+
Bank.all.each(&:import)
|
74
|
+
else
|
75
|
+
Bank.find(options.bank).import
|
76
|
+
end
|
77
|
+
if options.reconcile
|
78
|
+
puts "\n* Fetching balances\n"
|
79
|
+
balances
|
80
|
+
end
|
81
|
+
end
|
82
|
+
|
83
|
+
desc "payees", "List Payees Names for available transactions"
|
84
|
+
method_option :config, type: :string, aliases: '-c', default: DEFAULT_CONFIG_PATH
|
85
|
+
method_option :bank, type: :string, aliases: '-b'
|
86
|
+
method_option :memos, type: :boolean, aliases: '-m', default: false
|
87
|
+
def payees
|
88
|
+
load_config options.config
|
89
|
+
if options.bank.nil?
|
90
|
+
puts Bank.payees(with_memos: options.memos).join("\n")
|
91
|
+
else
|
92
|
+
|
93
|
+
puts Bank.find(options.bank).send(options.memos ? :payees_memos : :payees).join("\n")
|
94
|
+
end
|
95
|
+
end
|
96
|
+
|
97
|
+
desc "transactions [BANK_KEY]", "Print transactions"
|
98
|
+
method_option :config, type: :string, aliases: '-c', default: DEFAULT_CONFIG_PATH
|
99
|
+
method_option :side, type: :string, aliases: '-s', default: 'plaid'
|
100
|
+
def transactions(bank_id)
|
101
|
+
load_config options.config
|
102
|
+
bank = Bank.find bank_id
|
103
|
+
scope = options.side == 'ynab' ? :ynab_transactions : :plaid_transactions
|
104
|
+
puts bank.send(scope).map(&:description).join("\n")
|
105
|
+
end
|
106
|
+
|
107
|
+
no_commands{
|
108
|
+
def load_config(path)
|
109
|
+
Ynap.config = path unless path.nil?
|
110
|
+
end
|
111
|
+
}
|
112
|
+
end
|
113
|
+
end
|