@mft/moneyhub-api-client 4.18.0 → 5.0.0-0
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.
- package/dist/src/exchange-code-for-token.d.ts +9 -0
- package/dist/src/exchange-code-for-token.d.ts.map +1 -0
- package/dist/src/exchange-code-for-token.js +91 -0
- package/dist/src/exchange-code-for-token.js.map +1 -0
- package/dist/src/get-auth-urls.d.ts +130 -0
- package/dist/src/get-auth-urls.d.ts.map +1 -0
- package/dist/src/get-auth-urls.js +397 -0
- package/dist/src/get-auth-urls.js.map +1 -0
- package/dist/src/index.d.ts +25 -0
- package/dist/src/index.d.ts.map +1 -0
- package/dist/src/index.js +70 -0
- package/dist/src/index.js.map +1 -0
- package/dist/src/request.d.ts +8 -0
- package/dist/src/request.d.ts.map +1 -0
- package/dist/src/request.js +52 -0
- package/dist/src/request.js.map +1 -0
- package/dist/src/requests/accounts.d.ts +5 -0
- package/dist/src/requests/accounts.d.ts.map +1 -0
- package/dist/src/requests/accounts.js +99 -0
- package/dist/src/requests/accounts.js.map +1 -0
- package/dist/src/requests/auth-requests.d.ts +5 -0
- package/dist/src/requests/auth-requests.d.ts.map +1 -0
- package/dist/src/requests/auth-requests.js +52 -0
- package/dist/src/requests/auth-requests.js.map +1 -0
- package/dist/src/requests/beneficiaries.d.ts +5 -0
- package/dist/src/requests/beneficiaries.d.ts.map +1 -0
- package/dist/src/requests/beneficiaries.js +27 -0
- package/dist/src/requests/beneficiaries.js.map +1 -0
- package/dist/src/requests/categories.d.ts +5 -0
- package/dist/src/requests/categories.d.ts.map +1 -0
- package/dist/src/requests/categories.js +46 -0
- package/dist/src/requests/categories.js.map +1 -0
- package/dist/src/requests/index.d.ts +5 -0
- package/dist/src/requests/index.d.ts.map +1 -0
- package/dist/src/requests/index.js +52 -0
- package/dist/src/requests/index.js.map +1 -0
- package/dist/src/requests/payees.d.ts +5 -0
- package/dist/src/requests/payees.d.ts.map +1 -0
- package/dist/src/requests/payees.js +26 -0
- package/dist/src/requests/payees.js.map +1 -0
- package/dist/src/requests/payments.d.ts +5 -0
- package/dist/src/requests/payments.d.ts.map +1 -0
- package/dist/src/requests/payments.js +30 -0
- package/dist/src/requests/payments.js.map +1 -0
- package/dist/src/requests/projects.d.ts +5 -0
- package/dist/src/requests/projects.d.ts.map +1 -0
- package/dist/src/requests/projects.js +45 -0
- package/dist/src/requests/projects.js.map +1 -0
- package/dist/src/requests/recurring-payments.d.ts +5 -0
- package/dist/src/requests/recurring-payments.d.ts.map +1 -0
- package/dist/src/requests/recurring-payments.js +32 -0
- package/dist/src/requests/recurring-payments.js.map +1 -0
- package/dist/src/requests/regular-transactions.d.ts +5 -0
- package/dist/src/requests/regular-transactions.d.ts.map +1 -0
- package/dist/src/requests/regular-transactions.js +15 -0
- package/dist/src/requests/regular-transactions.js.map +1 -0
- package/dist/src/requests/rental-records.d.ts +5 -0
- package/dist/src/requests/rental-records.d.ts.map +1 -0
- package/dist/src/requests/rental-records.js +33 -0
- package/dist/src/requests/rental-records.js.map +1 -0
- package/dist/src/requests/savings-goals.d.ts +5 -0
- package/dist/src/requests/savings-goals.d.ts.map +1 -0
- package/dist/src/requests/savings-goals.js +46 -0
- package/dist/src/requests/savings-goals.js.map +1 -0
- package/dist/src/requests/spending-analysis.d.ts +5 -0
- package/dist/src/requests/spending-analysis.d.ts.map +1 -0
- package/dist/src/requests/spending-analysis.js +18 -0
- package/dist/src/requests/spending-analysis.js.map +1 -0
- package/dist/src/requests/spending-goals.d.ts +5 -0
- package/dist/src/requests/spending-goals.d.ts.map +1 -0
- package/dist/src/requests/spending-goals.js +46 -0
- package/dist/src/requests/spending-goals.js.map +1 -0
- package/dist/src/requests/standing-orders.d.ts +5 -0
- package/dist/src/requests/standing-orders.d.ts.map +1 -0
- package/dist/src/requests/standing-orders.js +20 -0
- package/dist/src/requests/standing-orders.js.map +1 -0
- package/dist/src/requests/sync.d.ts +5 -0
- package/dist/src/requests/sync.d.ts.map +1 -0
- package/dist/src/requests/sync.js +41 -0
- package/dist/src/requests/sync.js.map +1 -0
- package/dist/src/requests/tax.d.ts +5 -0
- package/dist/src/requests/tax.d.ts.map +1 -0
- package/dist/src/requests/tax.js +39 -0
- package/dist/src/requests/tax.js.map +1 -0
- package/dist/src/requests/transaction-files.d.ts +5 -0
- package/dist/src/requests/transaction-files.d.ts.map +1 -0
- package/dist/src/requests/transaction-files.js +44 -0
- package/dist/src/requests/transaction-files.js.map +1 -0
- package/dist/src/requests/transaction-splits.d.ts +5 -0
- package/dist/src/requests/transaction-splits.d.ts.map +1 -0
- package/dist/src/requests/transaction-splits.js +38 -0
- package/dist/src/requests/transaction-splits.js.map +1 -0
- package/dist/src/requests/transactions.d.ts +5 -0
- package/dist/src/requests/transactions.d.ts.map +1 -0
- package/dist/src/requests/transactions.js +54 -0
- package/dist/src/requests/transactions.js.map +1 -0
- package/dist/src/requests/unauthenticated.d.ts +5 -0
- package/dist/src/requests/unauthenticated.d.ts.map +1 -0
- package/dist/src/requests/unauthenticated.js +16 -0
- package/dist/src/requests/unauthenticated.js.map +1 -0
- package/dist/src/requests/users-and-connections.d.ts +5 -0
- package/dist/src/requests/users-and-connections.d.ts.map +1 -0
- package/dist/src/requests/users-and-connections.js +72 -0
- package/dist/src/requests/users-and-connections.js.map +1 -0
- package/dist/src/tokens.d.ts +24 -0
- package/dist/src/tokens.d.ts.map +1 -0
- package/dist/src/tokens.js +64 -0
- package/dist/src/tokens.js.map +1 -0
- package/dist/types/config.d.ts +23 -0
- package/dist/types/config.d.ts.map +1 -0
- package/dist/types/config.js +3 -0
- package/dist/types/config.js.map +1 -0
- package/dist/types/get-auth-urls.d.ts +118 -0
- package/dist/types/get-auth-urls.d.ts.map +1 -0
- package/dist/types/get-auth-urls.js +3 -0
- package/dist/types/get-auth-urls.js.map +1 -0
- package/dist/types/index.d.ts +30 -0
- package/dist/types/index.d.ts.map +1 -0
- package/dist/types/index.js +3 -0
- package/dist/types/index.js.map +1 -0
- package/dist/types/request.d.ts +39 -0
- package/dist/types/request.d.ts.map +1 -0
- package/dist/types/request.js +3 -0
- package/dist/types/request.js.map +1 -0
- package/dist/types/requests/accounts.d.ts +68 -0
- package/dist/types/requests/accounts.d.ts.map +1 -0
- package/dist/types/requests/accounts.js +3 -0
- package/dist/types/requests/accounts.js.map +1 -0
- package/dist/types/requests/auth-requests.d.ts +42 -0
- package/dist/types/requests/auth-requests.d.ts.map +1 -0
- package/dist/types/requests/auth-requests.js +9 -0
- package/dist/types/requests/auth-requests.js.map +1 -0
- package/dist/types/requests/beneficiaries.d.ts +21 -0
- package/dist/types/requests/beneficiaries.d.ts.map +1 -0
- package/dist/types/requests/beneficiaries.js +3 -0
- package/dist/types/requests/beneficiaries.js.map +1 -0
- package/dist/types/requests/categories.d.ts +28 -0
- package/dist/types/requests/categories.d.ts.map +1 -0
- package/dist/types/requests/categories.js +3 -0
- package/dist/types/requests/categories.js.map +1 -0
- package/dist/types/requests/payees.d.ts +16 -0
- package/dist/types/requests/payees.d.ts.map +1 -0
- package/dist/types/requests/payees.js +3 -0
- package/dist/types/requests/payees.js.map +1 -0
- package/dist/types/requests/payments.d.ts +12 -0
- package/dist/types/requests/payments.d.ts.map +1 -0
- package/dist/types/requests/payments.js +3 -0
- package/dist/types/requests/payments.js.map +1 -0
- package/dist/types/requests/projects.d.ts +26 -0
- package/dist/types/requests/projects.d.ts.map +1 -0
- package/dist/types/requests/projects.js +3 -0
- package/dist/types/requests/projects.js.map +1 -0
- package/dist/types/requests/recurring-payments.d.ts +16 -0
- package/dist/types/requests/recurring-payments.d.ts.map +1 -0
- package/dist/types/requests/recurring-payments.js +3 -0
- package/dist/types/requests/recurring-payments.js.map +1 -0
- package/dist/types/requests/regular-transactions.d.ts +9 -0
- package/dist/types/requests/regular-transactions.d.ts.map +1 -0
- package/dist/types/requests/regular-transactions.js +3 -0
- package/dist/types/requests/regular-transactions.js.map +1 -0
- package/dist/types/requests/rental-records.d.ts +16 -0
- package/dist/types/requests/rental-records.d.ts.map +1 -0
- package/dist/types/requests/rental-records.js +3 -0
- package/dist/types/requests/rental-records.js.map +1 -0
- package/dist/types/requests/savings-goals.d.ts +40 -0
- package/dist/types/requests/savings-goals.d.ts.map +1 -0
- package/dist/types/requests/savings-goals.js +3 -0
- package/dist/types/requests/savings-goals.js.map +1 -0
- package/dist/types/requests/spending-analysis.d.ts +18 -0
- package/dist/types/requests/spending-analysis.d.ts.map +1 -0
- package/dist/types/requests/spending-analysis.js +3 -0
- package/dist/types/requests/spending-analysis.js.map +1 -0
- package/dist/types/requests/spending-goals.d.ts +35 -0
- package/dist/types/requests/spending-goals.d.ts.map +1 -0
- package/dist/types/requests/spending-goals.js +8 -0
- package/dist/types/requests/spending-goals.js.map +1 -0
- package/dist/types/requests/standing-orders.d.ts +9 -0
- package/dist/types/requests/standing-orders.d.ts.map +1 -0
- package/dist/types/requests/standing-orders.js +3 -0
- package/dist/types/requests/standing-orders.js.map +1 -0
- package/dist/types/requests/sync.d.ts +18 -0
- package/dist/types/requests/sync.d.ts.map +1 -0
- package/dist/types/requests/sync.js +8 -0
- package/dist/types/requests/sync.js.map +1 -0
- package/dist/types/requests/tax.d.ts +9 -0
- package/dist/types/requests/tax.d.ts.map +1 -0
- package/dist/types/requests/tax.js +3 -0
- package/dist/types/requests/tax.js.map +1 -0
- package/dist/types/requests/transaction-files.d.ts +25 -0
- package/dist/types/requests/transaction-files.d.ts.map +1 -0
- package/dist/types/requests/transaction-files.js +3 -0
- package/dist/types/requests/transaction-files.js.map +1 -0
- package/dist/types/requests/transaction-splits.d.ts +24 -0
- package/dist/types/requests/transaction-splits.d.ts.map +1 -0
- package/dist/types/requests/transaction-splits.js +3 -0
- package/dist/types/requests/transaction-splits.js.map +1 -0
- package/dist/types/requests/transactions.d.ts +35 -0
- package/dist/types/requests/transactions.d.ts.map +1 -0
- package/dist/types/requests/transactions.js +3 -0
- package/dist/types/requests/transactions.js.map +1 -0
- package/dist/types/requests/unauthenticated.d.ts +12 -0
- package/dist/types/requests/unauthenticated.d.ts.map +1 -0
- package/dist/types/requests/unauthenticated.js +3 -0
- package/dist/types/requests/unauthenticated.js.map +1 -0
- package/dist/types/requests/users-and-connections.d.ts +39 -0
- package/dist/types/requests/users-and-connections.d.ts.map +1 -0
- package/dist/types/requests/users-and-connections.js +3 -0
- package/dist/types/requests/users-and-connections.js.map +1 -0
- package/dist/types/schema/account.d.ts +102 -0
- package/dist/types/schema/account.d.ts.map +1 -0
- package/dist/types/schema/account.js +35 -0
- package/dist/types/schema/account.js.map +1 -0
- package/dist/types/schema/auth-request.d.ts +31 -0
- package/dist/types/schema/auth-request.d.ts.map +1 -0
- package/dist/types/schema/auth-request.js +10 -0
- package/dist/types/schema/auth-request.js.map +1 -0
- package/dist/types/schema/balance.d.ts +11 -0
- package/dist/types/schema/balance.d.ts.map +1 -0
- package/dist/types/schema/balance.js +3 -0
- package/dist/types/schema/balance.js.map +1 -0
- package/dist/types/schema/beneficiary.d.ts +19 -0
- package/dist/types/schema/beneficiary.d.ts.map +1 -0
- package/dist/types/schema/beneficiary.js +3 -0
- package/dist/types/schema/beneficiary.js.map +1 -0
- package/dist/types/schema/category.d.ts +15 -0
- package/dist/types/schema/category.d.ts.map +1 -0
- package/dist/types/schema/category.js +3 -0
- package/dist/types/schema/category.js.map +1 -0
- package/dist/types/schema/connection.d.ts +39 -0
- package/dist/types/schema/connection.d.ts.map +1 -0
- package/dist/types/schema/connection.js +3 -0
- package/dist/types/schema/connection.js.map +1 -0
- package/dist/types/schema/counterparty.d.ts +33 -0
- package/dist/types/schema/counterparty.d.ts.map +1 -0
- package/dist/types/schema/counterparty.js +8 -0
- package/dist/types/schema/counterparty.js.map +1 -0
- package/dist/types/schema/holding.d.ts +55 -0
- package/dist/types/schema/holding.d.ts.map +1 -0
- package/dist/types/schema/holding.js +9 -0
- package/dist/types/schema/holding.js.map +1 -0
- package/dist/types/schema/payee.d.ts +13 -0
- package/dist/types/schema/payee.d.ts.map +1 -0
- package/dist/types/schema/payee.js +3 -0
- package/dist/types/schema/payee.js.map +1 -0
- package/dist/types/schema/payment.d.ts +156 -0
- package/dist/types/schema/payment.d.ts.map +1 -0
- package/dist/types/schema/payment.js +68 -0
- package/dist/types/schema/payment.js.map +1 -0
- package/dist/types/schema/project.d.ts +25 -0
- package/dist/types/schema/project.d.ts.map +1 -0
- package/dist/types/schema/project.js +9 -0
- package/dist/types/schema/project.js.map +1 -0
- package/dist/types/schema/regular-transaction.d.ts +40 -0
- package/dist/types/schema/regular-transaction.d.ts.map +1 -0
- package/dist/types/schema/regular-transaction.js +16 -0
- package/dist/types/schema/regular-transaction.js.map +1 -0
- package/dist/types/schema/rental-record.d.ts +44 -0
- package/dist/types/schema/rental-record.d.ts.map +1 -0
- package/dist/types/schema/rental-record.js +9 -0
- package/dist/types/schema/rental-record.js.map +1 -0
- package/dist/types/schema/savings-goal.d.ts +15 -0
- package/dist/types/schema/savings-goal.d.ts.map +1 -0
- package/dist/types/schema/savings-goal.js +3 -0
- package/dist/types/schema/savings-goal.js.map +1 -0
- package/dist/types/schema/spending-analysis.d.ts +14 -0
- package/dist/types/schema/spending-analysis.d.ts.map +1 -0
- package/dist/types/schema/spending-analysis.js +3 -0
- package/dist/types/schema/spending-analysis.js.map +1 -0
- package/dist/types/schema/spending-goal.d.ts +20 -0
- package/dist/types/schema/spending-goal.d.ts.map +1 -0
- package/dist/types/schema/spending-goal.js +8 -0
- package/dist/types/schema/spending-goal.js.map +1 -0
- package/dist/types/schema/standing-order.d.ts +80 -0
- package/dist/types/schema/standing-order.d.ts.map +1 -0
- package/dist/types/schema/standing-order.js +24 -0
- package/dist/types/schema/standing-order.js.map +1 -0
- package/dist/types/schema/sync.d.ts +16 -0
- package/dist/types/schema/sync.d.ts.map +1 -0
- package/dist/types/schema/sync.js +3 -0
- package/dist/types/schema/sync.js.map +1 -0
- package/dist/types/schema/tax.d.ts +35 -0
- package/dist/types/schema/tax.d.ts.map +1 -0
- package/dist/types/schema/tax.js +3 -0
- package/dist/types/schema/tax.js.map +1 -0
- package/dist/types/schema/transaction.d.ts +127 -0
- package/dist/types/schema/transaction.d.ts.map +1 -0
- package/dist/types/schema/transaction.js +3 -0
- package/dist/types/schema/transaction.js.map +1 -0
- package/dist/types/schema/user.d.ts +15 -0
- package/dist/types/schema/user.d.ts.map +1 -0
- package/dist/types/schema/user.js +3 -0
- package/dist/types/schema/user.js.map +1 -0
- package/dist/types/tokens.d.ts +40 -0
- package/dist/types/tokens.d.ts.map +1 -0
- package/dist/types/tokens.js +3 -0
- package/dist/types/tokens.js.map +1 -0
- package/package.json +20 -6
- package/readme.md +464 -253
- package/.eslintrc +0 -9
- package/.github/workflows/main.yml +0 -24
- package/resources/sample.jpg +0 -0
- package/resources/scripts/pre-commit.sh +0 -43
- package/src/__tests__/accounts.js +0 -76
- package/src/__tests__/auth-requests.js +0 -33
- package/src/__tests__/auth-urls.js +0 -104
- package/src/__tests__/categories.js +0 -92
- package/src/__tests__/index.js +0 -152
- package/src/__tests__/payees.js +0 -39
- package/src/__tests__/payments.js +0 -34
- package/src/__tests__/projects.js +0 -56
- package/src/__tests__/regular-transactions.js +0 -20
- package/src/__tests__/rental-records.js +0 -90
- package/src/__tests__/sync.js +0 -29
- package/src/__tests__/tax.js +0 -29
- package/src/__tests__/token.js +0 -25
- package/src/__tests__/transaction-files.js +0 -55
- package/src/__tests__/transaction-splits.js +0 -95
- package/src/__tests__/transactions.js +0 -110
- package/src/__tests__/users.js +0 -39
- package/src/exchange-code-for-token.js +0 -115
- package/src/get-auth-urls.js +0 -522
- package/src/index.js +0 -82
- package/src/request.js +0 -58
- package/src/requests/accounts.js +0 -146
- package/src/requests/auth-requests.js +0 -61
- package/src/requests/beneficiaries.js +0 -31
- package/src/requests/categories.js +0 -55
- package/src/requests/payees.js +0 -29
- package/src/requests/payments.js +0 -35
- package/src/requests/projects.js +0 -51
- package/src/requests/recurring-payments.js +0 -37
- package/src/requests/regular-transactions.js +0 -17
- package/src/requests/rental-records.js +0 -41
- package/src/requests/standing-orders.js +0 -21
- package/src/requests/sync.js +0 -23
- package/src/requests/tax.js +0 -16
- package/src/requests/transaction-files.js +0 -54
- package/src/requests/transaction-splits.js +0 -57
- package/src/requests/transactions.js +0 -58
- package/src/requests/unauthenticated.js +0 -17
- package/src/requests/users-and-connections.js +0 -79
- package/src/tokens.js +0 -72
package/readme.md
CHANGED
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- Normalisation of all methods to use object destructuring to pass parameters. Please refer to the docs of each method when migrating to this version
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- All methods to retrieve data return the body response as json, on previous versions some methods were returning the full response from the got library.
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- When our API response code is not 2xx an HTTP error is thrown. Includes a response property with more information.
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- Removal of all the methods with the suffix `WithToken`. To migrate to this version you can use the method with the same name but without the suffix. e.g `getUserConnectionsWithToken()` => `getUserConnections()`
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For the full list of changes please refer to the [changelog](CHANGELOG.md)
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### Upgrading from 4.x
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The major upgrade from version 4.x is that the library now caters for TypeScript. To allow for this, the factory method that creates the client instance is now a named export rather than a default export.
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```js
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// v4.x
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const Moneyhub = require("@mft/moneyhub-api-client")
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// v5.x
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const {Moneyhub} = require("@mft/moneyhub-api-client")
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```
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### Changelog
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[Learn about the latest improvements and breaking changes](CHANGELOG.md).
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This module exposes a single factory function that accepts the following configuration:
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```javascript
|
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|
-
const Moneyhub = require("@mft/moneyhub-api-client")
|
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+
const {Moneyhub} = require("@mft/moneyhub-api-client")
|
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const moneyhub = await Moneyhub({
|
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resourceServerUrl: "https://api.moneyhub.co.uk/v2.0",
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identityServiceUrl: "https://identity.moneyhub.co.uk",
|
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@@ -89,7 +101,9 @@ const moneyhub = await Moneyhub({
|
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Once the api client has been initialised it provides a simple promise based interface with the following methods:
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### Auth API
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The options below can be set on the following URL generating methods:
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- `getAuthorizeUrl`
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- `getAuthorizeUrlForCreatedUser`
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- `getReauthAuthorizeUrlForCreatedUser`
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The `expirationDateTime` and `transactionFromDateTime` options can be set according to the [AIS Consents documentation](https://docs.moneyhubenterprise.com/docs/ais-consents)
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Set `enableAsync` to true if you wish to make an AIS connection that won't wait for accounts and transactions to be fetched.
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#### `getAuthorizeUrl`
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-
This method returns an authorize url for your API client. You can redirect a user to this url, after which they will be redirected back to your `redirect_uri`.
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+
This method returns an authorize url for your API client. You can redirect a user to this url, after which they will be redirected back to your `redirect_uri`.
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[Financial institutions](https://docs.moneyhubenterprise.com/docs/bank-connections)
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[Claims](https://docs.moneyhubenterprise.com/docs/claims)
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```javascript
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const url = await moneyhub.getAuthorizeUrl({
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scope: "openid bank-id-scope other-data-scopes",
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permissions: ["ReadBeneficiariesDetail"], // optional - set of extra permissions to set for auth URL
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expirationDateTime: "2022-09-01T00:00:00.000Z", // optional
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transactionFromDateTime: "2020-09-01T00:00:00.000Z", // optional,
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enableAsync: false, // optional
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});
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// Default claims if none are provided
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const defaultClaims = {
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essential: true,
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```
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#### `getAuthorizeUrlForCreatedUser`
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claims: claimsObject, // optional
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permissions: ["ReadBeneficiariesDetail"], // optional - set of extra permissions to set for auth URL
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});
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// Scope used with the bankId provided
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-
const scope = `id:${bankId} openid
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// Default claims if none are provided
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const defaultClaims = {
|
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essential: true,
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},
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|
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|
```
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#### `getReauthAuthorizeUrlForCreatedUser`
|
|
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|
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state: "your state value", // optional
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nonce: "your nonce value", // optional
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claims: claimsObject, // optional
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});
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// Default claims if none are provided
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const defaultClaims = {
|
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@@ -198,7 +212,7 @@ const defaultClaims = {
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value: connectionId, // connectionId provided
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},
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}
|
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|
+
};
|
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|
```
|
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|
|
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#### `getRefreshAuthorizeUrlForCreatedUser`
|
|
@@ -212,8 +226,8 @@ const url = await moneyhub.getRefreshAuthorizeUrlForCreatedUser({
|
|
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|
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|
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|
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// Default claims if none are provided
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const defaultClaims = {
|
|
@@ -227,7 +241,7 @@ const defaultClaims = {
|
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value: connectionId, // connectionId provided
|
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},
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}
|
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|
+
};
|
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|
```
|
|
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|
|
|
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|
#### `exchangeCodeForTokensLegacy`
|
|
@@ -241,7 +255,7 @@ const tokens = await moneyhub.exchangeCodeForTokens({
|
|
|
241
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|
nonce: "your nonce value", // optional
|
|
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|
state: "your state value", // optional
|
|
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|
id_token: "your id token", // optional
|
|
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|
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})
|
|
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|
+
});
|
|
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259
|
```
|
|
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|
|
|
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|
#### `exchangeCodeForTokens`
|
|
@@ -252,8 +266,9 @@ The signature for this method changed in v3.
|
|
|
252
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|
The previous function is available at 'exchangeCodeForTokensLegacy'
|
|
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|
|
|
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|
This method requires an object with two properties:
|
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|
-
|
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|
-
|
|
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|
+
|
|
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|
+
- `paramsFromCallback` : an object with all the params received at your redirect uri
|
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|
+
- `localParams` : an object with params that you have in the local session for the user.
|
|
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272
|
|
|
258
273
|
```javascript
|
|
259
274
|
const tokens = await moneyhub.exchangeCodeForTokens({
|
|
@@ -281,7 +296,7 @@ Use this to get a client credentials access token.
|
|
|
281
296
|
const tokens = await moneyhub.getClientCredentialTokens({
|
|
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297
|
scope: "the-required-scope",
|
|
283
298
|
sub: "the user id", // optional
|
|
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|
-
})
|
|
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|
+
});
|
|
285
300
|
```
|
|
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301
|
|
|
287
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|
#### `refreshTokens`
|
|
@@ -291,7 +306,7 @@ Use this to get a new access token using a refresh token
|
|
|
291
306
|
```javascript
|
|
292
307
|
const tokens = await moneyhub.refreshTokens({
|
|
293
308
|
refreshToken: "refresh-token",
|
|
294
|
-
})
|
|
309
|
+
});
|
|
295
310
|
```
|
|
296
311
|
|
|
297
312
|
### Auth Request URI
|
|
@@ -306,7 +321,7 @@ const tokens = await moneyhub.requestObject({
|
|
|
306
321
|
state: "state",
|
|
307
322
|
nonce: "nonce",
|
|
308
323
|
claims: claimsObject,
|
|
309
|
-
})
|
|
324
|
+
});
|
|
310
325
|
```
|
|
311
326
|
|
|
312
327
|
#### `getRequestUri`
|
|
@@ -314,9 +329,7 @@ const tokens = await moneyhub.requestObject({
|
|
|
314
329
|
Use this to create a request uri from a request object
|
|
315
330
|
|
|
316
331
|
```javascript
|
|
317
|
-
const
|
|
318
|
-
requestObject
|
|
319
|
-
)
|
|
332
|
+
const requestUri = await moneyhub.getRequestUri(requestObject);
|
|
320
333
|
```
|
|
321
334
|
|
|
322
335
|
#### `getAuthorizeUrlFromRequestUri`
|
|
@@ -324,9 +337,9 @@ const tokens = await moneyhub.getRequestUri(
|
|
|
324
337
|
Use this to retrieve an authorization url from a request uri
|
|
325
338
|
|
|
326
339
|
```javascript
|
|
327
|
-
const
|
|
328
|
-
requestUri: "request-uri"
|
|
329
|
-
})
|
|
340
|
+
const url = await moneyhub.getAuthorizeUrlFromRequestUri({
|
|
341
|
+
requestUri: "request-uri",
|
|
342
|
+
});
|
|
330
343
|
```
|
|
331
344
|
|
|
332
345
|
### Auth Requests
|
|
@@ -339,10 +352,10 @@ Creates a connection auth request
|
|
|
339
352
|
const tokens = await moneyhub.createAuthRequest({
|
|
340
353
|
redirectUri: "redirect-uri",
|
|
341
354
|
userId: "user-id",
|
|
342
|
-
scope:"openid 1ffe704d39629a929c8e293880fb449a", // replace bank id with the bank you want to connect to
|
|
355
|
+
scope: "openid 1ffe704d39629a929c8e293880fb449a", // replace bank id with the bank you want to connect to
|
|
343
356
|
categorisationType: "personal", // optional - defaults to personal
|
|
344
|
-
permissions: ["ReadBeneficiariesDetail"] // optional - set of extra permissions to set for auth request
|
|
345
|
-
})
|
|
357
|
+
permissions: ["ReadBeneficiariesDetail"], // optional - set of extra permissions to set for auth request
|
|
358
|
+
});
|
|
346
359
|
```
|
|
347
360
|
|
|
348
361
|
Creates a reauth auth request
|
|
@@ -352,8 +365,8 @@ const tokens = await moneyhub.createAuthRequest({
|
|
|
352
365
|
redirectUri: "redirect-uri",
|
|
353
366
|
userId: "user-id",
|
|
354
367
|
connectionId: "connection-id",
|
|
355
|
-
scope:"openid reauth",
|
|
356
|
-
})
|
|
368
|
+
scope: "openid reauth",
|
|
369
|
+
});
|
|
357
370
|
```
|
|
358
371
|
|
|
359
372
|
Creates a refresh auth request
|
|
@@ -363,8 +376,8 @@ const tokens = await moneyhub.createAuthRequest({
|
|
|
363
376
|
redirectUri: "redirect-uri",
|
|
364
377
|
userId: "user-id",
|
|
365
378
|
connectionId: "connection-id",
|
|
366
|
-
scope:"openid refresh",
|
|
367
|
-
})
|
|
379
|
+
scope: "openid refresh",
|
|
380
|
+
});
|
|
368
381
|
```
|
|
369
382
|
|
|
370
383
|
Creates a payment auth request
|
|
@@ -374,14 +387,14 @@ const tokens = await moneyhub.createAuthRequest({
|
|
|
374
387
|
redirectUri: "redirect-uri",
|
|
375
388
|
userId: "user-id",
|
|
376
389
|
connectionId: "connection-id",
|
|
377
|
-
scope:"openid payment",
|
|
390
|
+
scope: "openid payment",
|
|
378
391
|
payment: {
|
|
379
392
|
payeeId: "payee-id",
|
|
380
393
|
amount: 200,
|
|
381
394
|
payeeRef: "Payee ref",
|
|
382
|
-
payerRef: "Payer ref"
|
|
395
|
+
payerRef: "Payer ref",
|
|
383
396
|
},
|
|
384
|
-
})
|
|
397
|
+
});
|
|
385
398
|
```
|
|
386
399
|
|
|
387
400
|
Creates a reverse payment auth request
|
|
@@ -391,11 +404,11 @@ const tokens = await moneyhub.createAuthRequest({
|
|
|
391
404
|
redirectUri: "redirect-uri",
|
|
392
405
|
userId: "user-id",
|
|
393
406
|
connectionId: "connection-id",
|
|
394
|
-
scope:"openid reverse_payment",
|
|
407
|
+
scope: "openid reverse_payment",
|
|
395
408
|
reversePayment: {
|
|
396
|
-
paymentId: "payment-id"
|
|
409
|
+
paymentId: "payment-id",
|
|
397
410
|
},
|
|
398
|
-
})
|
|
411
|
+
});
|
|
399
412
|
```
|
|
400
413
|
|
|
401
414
|
#### `completeAuthRequest`
|
|
@@ -420,10 +433,11 @@ const tokens = await moneyhub.completeAuthRequest({
|
|
|
420
433
|
id: "auth-request-id",
|
|
421
434
|
authParams: {
|
|
422
435
|
error: "error-code",
|
|
423
|
-
|
|
424
|
-
}
|
|
425
|
-
})
|
|
436
|
+
error_description: "error description",
|
|
437
|
+
},
|
|
438
|
+
});
|
|
426
439
|
```
|
|
440
|
+
|
|
427
441
|
#### `getAllAuthRequests`
|
|
428
442
|
|
|
429
443
|
Retrieves auth requests
|
|
@@ -431,8 +445,8 @@ Retrieves auth requests
|
|
|
431
445
|
```javascript
|
|
432
446
|
const tokens = await moneyhub.getAllAuthRequests({
|
|
433
447
|
limit: 10, // optional
|
|
434
|
-
offset: 0 // optional
|
|
435
|
-
})
|
|
448
|
+
offset: 0, // optional
|
|
449
|
+
});
|
|
436
450
|
```
|
|
437
451
|
|
|
438
452
|
#### `getAuthRequest`
|
|
@@ -441,8 +455,8 @@ Retrieve a single auth request
|
|
|
441
455
|
|
|
442
456
|
```javascript
|
|
443
457
|
const tokens = await moneyhub.getAuthRequest({
|
|
444
|
-
id: "auth-request-id"
|
|
445
|
-
})
|
|
458
|
+
id: "auth-request-id",
|
|
459
|
+
});
|
|
446
460
|
```
|
|
447
461
|
|
|
448
462
|
### User Management
|
|
@@ -453,8 +467,8 @@ Helper method that gets the correct client credentials access token and then reg
|
|
|
453
467
|
|
|
454
468
|
```javascript
|
|
455
469
|
const user = await moneyhub.registerUser({
|
|
456
|
-
clientUserId: "your user id" // optional
|
|
457
|
-
})
|
|
470
|
+
clientUserId: "your user id", // optional
|
|
471
|
+
});
|
|
458
472
|
```
|
|
459
473
|
|
|
460
474
|
#### `getUsers`
|
|
@@ -465,8 +479,8 @@ Returns all the users registered for your api-client
|
|
|
465
479
|
const users = await moneyhub.getUsers({
|
|
466
480
|
limit,
|
|
467
481
|
offset,
|
|
468
|
-
isDemo
|
|
469
|
-
|
|
482
|
+
isDemo,
|
|
483
|
+
});
|
|
470
484
|
```
|
|
471
485
|
|
|
472
486
|
#### `getUser`
|
|
@@ -475,8 +489,8 @@ Get a single user by their id
|
|
|
475
489
|
|
|
476
490
|
```javascript
|
|
477
491
|
const user = await moneyhub.getUser({
|
|
478
|
-
userId: "user-id"
|
|
479
|
-
|
|
492
|
+
userId: "user-id",
|
|
493
|
+
});
|
|
480
494
|
```
|
|
481
495
|
|
|
482
496
|
#### `deleteUser`
|
|
@@ -485,11 +499,10 @@ Helper method that gets the correct client credentials access token and then del
|
|
|
485
499
|
|
|
486
500
|
```javascript
|
|
487
501
|
const user = await moneyhub.deleteUser({
|
|
488
|
-
userId: "user-id"
|
|
489
|
-
|
|
502
|
+
userId: "user-id",
|
|
503
|
+
});
|
|
490
504
|
```
|
|
491
505
|
|
|
492
|
-
|
|
493
506
|
### User Connections
|
|
494
507
|
|
|
495
508
|
#### `getUserConnections`
|
|
@@ -498,8 +511,8 @@ Helper method that gets the correct client credentials access token and then get
|
|
|
498
511
|
|
|
499
512
|
```javascript
|
|
500
513
|
const user = await moneyhub.getUserConnections({
|
|
501
|
-
userId: "user-id"
|
|
502
|
-
|
|
514
|
+
userId: "user-id",
|
|
515
|
+
});
|
|
503
516
|
```
|
|
504
517
|
|
|
505
518
|
#### `syncUserConnection`
|
|
@@ -512,7 +525,7 @@ const tokens = await moneyhub.syncUserConnection({
|
|
|
512
525
|
connectionId,
|
|
513
526
|
customerIpAddress, // optional
|
|
514
527
|
customerLastLoggedTime, // optional
|
|
515
|
-
})
|
|
528
|
+
});
|
|
516
529
|
```
|
|
517
530
|
|
|
518
531
|
#### `deleteUserConnection`
|
|
@@ -522,32 +535,46 @@ Helper method that gets the correct client credentials access token and then del
|
|
|
522
535
|
```javascript
|
|
523
536
|
const user = await moneyhub.deleteUserConnection({
|
|
524
537
|
userId: "user-id",
|
|
525
|
-
connectionId: "connection-id"
|
|
526
|
-
|
|
538
|
+
connectionId: "connection-id",
|
|
539
|
+
});
|
|
527
540
|
```
|
|
528
541
|
|
|
529
542
|
#### `getConnectionSyncs`
|
|
530
543
|
|
|
531
544
|
Retrieve the syncs for a given connection ID.
|
|
545
|
+
|
|
532
546
|
```javascript
|
|
533
547
|
const syncs = await moneyhub.getConnectionSyncs({
|
|
534
548
|
userId: "user-id",
|
|
535
549
|
connectionId: "connection-id",
|
|
536
550
|
params: {
|
|
537
551
|
limit: 10,
|
|
538
|
-
offset: 0
|
|
539
|
-
}
|
|
540
|
-
})
|
|
552
|
+
offset: 0,
|
|
553
|
+
},
|
|
554
|
+
});
|
|
541
555
|
```
|
|
542
556
|
|
|
543
557
|
#### `getSync`
|
|
544
558
|
|
|
545
559
|
Retrieve the syncs for the given sync ID.
|
|
560
|
+
|
|
546
561
|
```javascript
|
|
547
562
|
const syncs = await moneyhub.getSync({
|
|
548
563
|
userId: "user-id",
|
|
549
|
-
syncId: "sync-id"
|
|
550
|
-
})
|
|
564
|
+
syncId: "sync-id",
|
|
565
|
+
});
|
|
566
|
+
```
|
|
567
|
+
|
|
568
|
+
#### `updateUserConnection`
|
|
569
|
+
|
|
570
|
+
Helper method that updates a connection. Requires scope `user:update`. Currently only the consent can be updated by updating the `expiresAt` field. This field should be a valid date-time ISO string and not be more than 90 days away. This method can only be used by those clients that have bypassed consent (the `Enforce user consent` option in the Admin Portal). If successful returns a 204.
|
|
571
|
+
|
|
572
|
+
```javascript
|
|
573
|
+
const user = await moneyhub.updateUserConnection({
|
|
574
|
+
userId: "user-id",
|
|
575
|
+
connectionId: "connection-id",
|
|
576
|
+
expiresAt: "2022-06-26T09:43:16.318+00:00"
|
|
577
|
+
})
|
|
551
578
|
```
|
|
552
579
|
|
|
553
580
|
### Data API
|
|
@@ -557,11 +584,11 @@ const syncs = await moneyhub.getSync({
|
|
|
557
584
|
Get all accounts for a user. This function uses the scope `accounts:read`.
|
|
558
585
|
|
|
559
586
|
```javascript
|
|
560
|
-
const queryParams = {limit: 10, offset: 5}
|
|
587
|
+
const queryParams = { limit: 10, offset: 5 };
|
|
561
588
|
const accounts = await moneyhub.getAccounts({
|
|
562
589
|
userId: "userId",
|
|
563
590
|
params: queryParams,
|
|
564
|
-
|
|
591
|
+
});
|
|
565
592
|
```
|
|
566
593
|
|
|
567
594
|
#### `getAccountsWithDetails`
|
|
@@ -569,11 +596,11 @@ const accounts = await moneyhub.getAccounts({
|
|
|
569
596
|
Get all accounts for a user including extra details (sort code, account number, account holder name). This function uses the scopes `accounts:read accounts_details:read`.
|
|
570
597
|
|
|
571
598
|
```javascript
|
|
572
|
-
const queryParams = {limit: 10, offset: 5}
|
|
599
|
+
const queryParams = { limit: 10, offset: 5 };
|
|
573
600
|
const accounts = await moneyhub.getAccountsWithDetails({
|
|
574
601
|
userId: "userId",
|
|
575
|
-
params: queryParams
|
|
576
|
-
|
|
602
|
+
params: queryParams,
|
|
603
|
+
});
|
|
577
604
|
```
|
|
578
605
|
|
|
579
606
|
#### `getAccount`
|
|
@@ -583,8 +610,8 @@ Get a single account for a user by the accountId. This function uses the scope `
|
|
|
583
610
|
```javascript
|
|
584
611
|
const account = await moneyhub.getAccount({
|
|
585
612
|
userId: "userId",
|
|
586
|
-
accountId: "accountId"
|
|
587
|
-
|
|
613
|
+
accountId: "accountId",
|
|
614
|
+
});
|
|
588
615
|
```
|
|
589
616
|
|
|
590
617
|
#### `getAccountWithDetails`
|
|
@@ -594,9 +621,9 @@ Get a single account for a user by the accountId including extra details (sort c
|
|
|
594
621
|
```javascript
|
|
595
622
|
const account = await moneyhub.getAccountWithDetails({
|
|
596
623
|
userId: "userId",
|
|
597
|
-
accountId: "accountId"
|
|
598
|
-
|
|
599
|
-
|
|
624
|
+
accountId: "accountId",
|
|
625
|
+
});
|
|
626
|
+
```
|
|
600
627
|
|
|
601
628
|
#### `getAccountBalances`
|
|
602
629
|
|
|
@@ -605,8 +632,8 @@ Get account balances for a user. This function uses the scope `accounts:read`.
|
|
|
605
632
|
```javascript
|
|
606
633
|
const account = await moneyhub.getAccountBalances({
|
|
607
634
|
userId: "userId",
|
|
608
|
-
accountId: "accountId"
|
|
609
|
-
|
|
635
|
+
accountId: "accountId",
|
|
636
|
+
});
|
|
610
637
|
```
|
|
611
638
|
|
|
612
639
|
#### `getAccountHoldings`
|
|
@@ -616,8 +643,8 @@ Get account holdings for a user. This function uses the scope `accounts:read`.
|
|
|
616
643
|
```javascript
|
|
617
644
|
const account = await moneyhub.getAccountHoldings({
|
|
618
645
|
userId: "userId",
|
|
619
|
-
accountId: "accountId"
|
|
620
|
-
|
|
646
|
+
accountId: "accountId",
|
|
647
|
+
});
|
|
621
648
|
```
|
|
622
649
|
|
|
623
650
|
#### `getAccountHoldingsWithMatches`
|
|
@@ -627,8 +654,8 @@ Get account holdings with ISIN codes matchers for a user. This function uses the
|
|
|
627
654
|
```javascript
|
|
628
655
|
const account = await moneyhub.getAccountHoldingsWithMatches({
|
|
629
656
|
userId: "userId",
|
|
630
|
-
accountId: "accountId"
|
|
631
|
-
|
|
657
|
+
accountId: "accountId",
|
|
658
|
+
});
|
|
632
659
|
```
|
|
633
660
|
|
|
634
661
|
#### `getAccountHolding`
|
|
@@ -639,8 +666,8 @@ Get a single holding from a user's account. This function uses the scope `accoun
|
|
|
639
666
|
const account = await moneyhub.getAccountHolding({
|
|
640
667
|
userId: "userId",
|
|
641
668
|
accountId: "accountId",
|
|
642
|
-
holdingId: "holdingId"
|
|
643
|
-
|
|
669
|
+
holdingId: "holdingId",
|
|
670
|
+
});
|
|
644
671
|
```
|
|
645
672
|
|
|
646
673
|
#### `getAccountCounterparties`
|
|
@@ -650,8 +677,8 @@ Get account counterparties for a user. This function uses the scope `accounts:re
|
|
|
650
677
|
```javascript
|
|
651
678
|
const account = await moneyhub.getAccountCounterparties({
|
|
652
679
|
userId: "userId",
|
|
653
|
-
accountId: "accountId"
|
|
654
|
-
|
|
680
|
+
accountId: "accountId",
|
|
681
|
+
});
|
|
655
682
|
```
|
|
656
683
|
|
|
657
684
|
#### `getAccountRecurringTransactions`
|
|
@@ -661,8 +688,8 @@ Get account recurring transactions for a user. This function uses the scope `acc
|
|
|
661
688
|
```javascript
|
|
662
689
|
const account = await moneyhub.getAccountRecurringTransactions({
|
|
663
690
|
userId: "userId",
|
|
664
|
-
accountId: "accountId"
|
|
665
|
-
|
|
691
|
+
accountId: "accountId",
|
|
692
|
+
});
|
|
666
693
|
```
|
|
667
694
|
|
|
668
695
|
#### `getAccountStandingOrders`
|
|
@@ -672,8 +699,8 @@ Get the standing orders for an account. This function uses the scope `standing_o
|
|
|
672
699
|
```javascript
|
|
673
700
|
const standingOrders = await moneyhub.getAccountStandingOrders({
|
|
674
701
|
userId: "userId",
|
|
675
|
-
accountId: "accountId"
|
|
676
|
-
|
|
702
|
+
accountId: "accountId",
|
|
703
|
+
});
|
|
677
704
|
```
|
|
678
705
|
|
|
679
706
|
#### `getAccountStandingOrdersWithDetail`
|
|
@@ -683,8 +710,8 @@ Get the standing orders with detail (payee information) for an account. This fun
|
|
|
683
710
|
```javascript
|
|
684
711
|
const standingOrders = await moneyhub.getAccountStandingOrdersWithDetail({
|
|
685
712
|
userId: "userId",
|
|
686
|
-
accountId: "accountId"
|
|
687
|
-
|
|
713
|
+
accountId: "accountId",
|
|
714
|
+
});
|
|
688
715
|
```
|
|
689
716
|
|
|
690
717
|
#### `createAccount`
|
|
@@ -702,11 +729,11 @@ const account = await moneyhub.createAccount({
|
|
|
702
729
|
balance: {
|
|
703
730
|
date: "2018-08-12",
|
|
704
731
|
amount: {
|
|
705
|
-
value: 300023
|
|
706
|
-
}
|
|
707
|
-
}
|
|
708
|
-
}
|
|
709
|
-
})
|
|
732
|
+
value: 300023,
|
|
733
|
+
},
|
|
734
|
+
},
|
|
735
|
+
},
|
|
736
|
+
});
|
|
710
737
|
```
|
|
711
738
|
|
|
712
739
|
#### `deleteAccount`
|
|
@@ -716,8 +743,8 @@ Delete a manual account for a user. This function uses the scope `accounts:write
|
|
|
716
743
|
```javascript
|
|
717
744
|
const result = await moneyhub.deleteAccount({
|
|
718
745
|
userId: "userId",
|
|
719
|
-
accountId: "accountId"
|
|
720
|
-
})
|
|
746
|
+
accountId: "accountId",
|
|
747
|
+
});
|
|
721
748
|
```
|
|
722
749
|
|
|
723
750
|
#### `getTransactions`
|
|
@@ -725,11 +752,11 @@ const result = await moneyhub.deleteAccount({
|
|
|
725
752
|
Get all transactions for a user. This function uses the scope `transactions:read:all`..
|
|
726
753
|
|
|
727
754
|
```javascript
|
|
728
|
-
const queryParams = {limit: 10, offset: 5}
|
|
755
|
+
const queryParams = { limit: 10, offset: 5 };
|
|
729
756
|
const transactions = await moneyhub.getTransactions({
|
|
730
757
|
userId: "userId",
|
|
731
|
-
params: queryParams
|
|
732
|
-
|
|
758
|
+
params: queryParams,
|
|
759
|
+
});
|
|
733
760
|
```
|
|
734
761
|
|
|
735
762
|
#### `getTransaction`
|
|
@@ -739,8 +766,8 @@ Get a transaction by ID for a user. This function uses the scope `transactions:r
|
|
|
739
766
|
```javascript
|
|
740
767
|
const transactions = await moneyhub.getTransaction({
|
|
741
768
|
userId: "userId",
|
|
742
|
-
transactionId: "transactionId"
|
|
743
|
-
})
|
|
769
|
+
transactionId: "transactionId",
|
|
770
|
+
});
|
|
744
771
|
```
|
|
745
772
|
|
|
746
773
|
#### `updateTransaction`
|
|
@@ -753,10 +780,10 @@ const transactions = await moneyhub.updateTransaction({
|
|
|
753
780
|
transactionId: "transactionId",
|
|
754
781
|
transaction: {
|
|
755
782
|
amount: {
|
|
756
|
-
value: 10
|
|
757
|
-
}
|
|
758
|
-
}
|
|
759
|
-
})
|
|
783
|
+
value: 10,
|
|
784
|
+
},
|
|
785
|
+
},
|
|
786
|
+
});
|
|
760
787
|
```
|
|
761
788
|
|
|
762
789
|
#### `addTransaction`
|
|
@@ -768,10 +795,10 @@ const transactions = await moneyhub.addTransaction({
|
|
|
768
795
|
userId: "userId",
|
|
769
796
|
transaction: {
|
|
770
797
|
amount: {
|
|
771
|
-
value: 10
|
|
772
|
-
}
|
|
773
|
-
}
|
|
774
|
-
})
|
|
798
|
+
value: 10,
|
|
799
|
+
},
|
|
800
|
+
},
|
|
801
|
+
});
|
|
775
802
|
```
|
|
776
803
|
|
|
777
804
|
#### `addTransactions`
|
|
@@ -784,19 +811,19 @@ const transactions = await moneyhub.addTransactions({
|
|
|
784
811
|
transactions: [
|
|
785
812
|
{
|
|
786
813
|
amount: {
|
|
787
|
-
value: 10
|
|
788
|
-
}
|
|
814
|
+
value: 10,
|
|
815
|
+
},
|
|
789
816
|
},
|
|
790
817
|
{
|
|
791
818
|
amount: {
|
|
792
|
-
value: 25
|
|
793
|
-
}
|
|
794
|
-
}
|
|
819
|
+
value: 25,
|
|
820
|
+
},
|
|
821
|
+
},
|
|
795
822
|
],
|
|
796
823
|
params: {
|
|
797
|
-
categorise: true // optional - enable categorisatio for transactions
|
|
798
|
-
}
|
|
799
|
-
})
|
|
824
|
+
categorise: true, // optional - enable categorisatio for transactions
|
|
825
|
+
},
|
|
826
|
+
});
|
|
800
827
|
```
|
|
801
828
|
|
|
802
829
|
#### `deleteTransaction`
|
|
@@ -806,8 +833,8 @@ Delete a transaction for a user. This function uses the scopes `transactions:wri
|
|
|
806
833
|
```javascript
|
|
807
834
|
const result = await moneyhub.deleteTransaction({
|
|
808
835
|
userId: "userId",
|
|
809
|
-
id: "transactionId"
|
|
810
|
-
})
|
|
836
|
+
id: "transactionId",
|
|
837
|
+
});
|
|
811
838
|
```
|
|
812
839
|
|
|
813
840
|
#### `getBeneficiaries`
|
|
@@ -815,11 +842,11 @@ const result = await moneyhub.deleteTransaction({
|
|
|
815
842
|
Get all beneficiaries for a user. This function uses the scope `beneficiaries:read`
|
|
816
843
|
|
|
817
844
|
```javascript
|
|
818
|
-
const queryParams = {limit: 10, offset: 5}
|
|
845
|
+
const queryParams = { limit: 10, offset: 5 };
|
|
819
846
|
const beneficiaries = await moneyhub.getBeneficiaries({
|
|
820
847
|
userId: "userId",
|
|
821
|
-
params: queryParams
|
|
822
|
-
})
|
|
848
|
+
params: queryParams,
|
|
849
|
+
});
|
|
823
850
|
```
|
|
824
851
|
|
|
825
852
|
#### `getBeneficiariesWithDetail`
|
|
@@ -827,11 +854,11 @@ const beneficiaries = await moneyhub.getBeneficiaries({
|
|
|
827
854
|
Get all beneficiaries for a user, including beneficiary detail. This function uses the scope `beneficiaries_detail:read`
|
|
828
855
|
|
|
829
856
|
```javascript
|
|
830
|
-
const queryParams = {limit: 10, offset: 5}
|
|
857
|
+
const queryParams = { limit: 10, offset: 5 };
|
|
831
858
|
const beneficiaries = await moneyhub.getBeneficiariesWithDetail({
|
|
832
859
|
userId: "userId",
|
|
833
|
-
params: queryParams
|
|
834
|
-
})
|
|
860
|
+
params: queryParams,
|
|
861
|
+
});
|
|
835
862
|
```
|
|
836
863
|
|
|
837
864
|
#### `getBeneficiary`
|
|
@@ -841,8 +868,8 @@ Get a beneficiary for a user. This function uses the scope `beneficiaries:read`
|
|
|
841
868
|
```javascript
|
|
842
869
|
const beneficiary = await moneyhub.getBeneficiary({
|
|
843
870
|
userId: "userId",
|
|
844
|
-
id: "beneficiaryId"
|
|
845
|
-
})
|
|
871
|
+
id: "beneficiaryId",
|
|
872
|
+
});
|
|
846
873
|
```
|
|
847
874
|
|
|
848
875
|
#### `getBeneficiaryWithDetail`
|
|
@@ -852,8 +879,8 @@ Get a beneficiary for a user, including beneficiary detail. This function uses t
|
|
|
852
879
|
```javascript
|
|
853
880
|
const beneficiary = await moneyhub.getBeneficiaryWithDetail({
|
|
854
881
|
userId: "userId",
|
|
855
|
-
id: "beneficiaryId"
|
|
856
|
-
})
|
|
882
|
+
id: "beneficiaryId",
|
|
883
|
+
});
|
|
857
884
|
```
|
|
858
885
|
|
|
859
886
|
#### `addFileToTransaction`
|
|
@@ -862,11 +889,11 @@ Add an attachment to a transaction. This call requires an access token with a sc
|
|
|
862
889
|
|
|
863
890
|
```javascript
|
|
864
891
|
const file = await money.addFileToTransaction({
|
|
865
|
-
userId: "userId"
|
|
892
|
+
userId: "userId",
|
|
866
893
|
transactionId: "transactionId",
|
|
867
894
|
fileName: "file-name",
|
|
868
895
|
fileData: fs.createReadStream("path/to/file.png"),
|
|
869
|
-
|
|
896
|
+
});
|
|
870
897
|
```
|
|
871
898
|
|
|
872
899
|
#### `getTransactionFiles`
|
|
@@ -875,9 +902,9 @@ Get all attachments associated with a transaction. This call requires an access
|
|
|
875
902
|
|
|
876
903
|
```javascript
|
|
877
904
|
const files = await money.getTransactionFiles({
|
|
878
|
-
userId: "userId"
|
|
905
|
+
userId: "userId",
|
|
879
906
|
transactionId: "transactionId",
|
|
880
|
-
|
|
907
|
+
});
|
|
881
908
|
```
|
|
882
909
|
|
|
883
910
|
#### `getTransactionFile`
|
|
@@ -886,10 +913,10 @@ Get an attachment associated with a transaction. This call requires an access to
|
|
|
886
913
|
|
|
887
914
|
```javascript
|
|
888
915
|
const files = await money.getTransactionFile({
|
|
889
|
-
userId: "userId"
|
|
916
|
+
userId: "userId",
|
|
890
917
|
transactionId: "transactionId",
|
|
891
918
|
fileId: "fileId",
|
|
892
|
-
|
|
919
|
+
});
|
|
893
920
|
```
|
|
894
921
|
|
|
895
922
|
#### `deleteTransactionFile`
|
|
@@ -898,61 +925,69 @@ Delete an attachment associated with a transaction. This call requires an access
|
|
|
898
925
|
|
|
899
926
|
```javascript
|
|
900
927
|
await money.deleteTransactionFile({
|
|
901
|
-
userId: "userId"
|
|
928
|
+
userId: "userId",
|
|
902
929
|
transactionId: "transactionId",
|
|
903
930
|
fileId: "fileId",
|
|
904
|
-
|
|
931
|
+
});
|
|
905
932
|
```
|
|
906
933
|
|
|
907
934
|
#### `splitTransaction`
|
|
935
|
+
|
|
908
936
|
Split up a transaction into different categories and/or projects.
|
|
937
|
+
|
|
909
938
|
```javascript
|
|
910
939
|
const splits = await moneyhub.splitTransaction({
|
|
911
|
-
|
|
912
|
-
|
|
913
|
-
|
|
914
|
-
|
|
915
|
-
|
|
916
|
-
|
|
917
|
-
|
|
918
|
-
|
|
919
|
-
|
|
920
|
-
|
|
921
|
-
|
|
922
|
-
|
|
923
|
-
|
|
924
|
-
|
|
925
|
-
})
|
|
940
|
+
userId: "userId",
|
|
941
|
+
transactionId: "transactionId",
|
|
942
|
+
splits: [
|
|
943
|
+
{
|
|
944
|
+
categoryId: "std:5a7ff1f3-cd2c-4676-a368-caf09f2ca35a",
|
|
945
|
+
description: "Split 1",
|
|
946
|
+
amount: -6000,
|
|
947
|
+
},
|
|
948
|
+
{
|
|
949
|
+
categoryId: "std:eac238ec-3899-49ff-8cce-e3b9f4b1aede",
|
|
950
|
+
description: "Split 2",
|
|
951
|
+
amount: -4000,
|
|
952
|
+
},
|
|
953
|
+
],
|
|
954
|
+
});
|
|
926
955
|
```
|
|
927
956
|
|
|
928
957
|
#### `getTransactionSplits`
|
|
958
|
+
|
|
929
959
|
Get a transactions splits.
|
|
960
|
+
|
|
930
961
|
```javascript
|
|
931
962
|
const splits = await moneyhub.getTransactionSplits({
|
|
932
|
-
|
|
933
|
-
|
|
934
|
-
})
|
|
963
|
+
userId: "userId",
|
|
964
|
+
transactionId: "transactionId",
|
|
965
|
+
});
|
|
935
966
|
```
|
|
936
967
|
|
|
937
968
|
#### `patchTransactionSplit`
|
|
969
|
+
|
|
938
970
|
Update a transaction's split's description, categoryId or projectId.
|
|
971
|
+
|
|
939
972
|
```javascript
|
|
940
973
|
const splits = await moneyhub.patchTransactionSplit({
|
|
941
|
-
|
|
942
|
-
|
|
943
|
-
|
|
944
|
-
|
|
945
|
-
|
|
946
|
-
})
|
|
974
|
+
userId: "userId",
|
|
975
|
+
transactionId: "transactionId",
|
|
976
|
+
split: {
|
|
977
|
+
description: "New description",
|
|
978
|
+
},
|
|
979
|
+
});
|
|
947
980
|
```
|
|
948
981
|
|
|
949
982
|
#### `deleteTransactionSplits`
|
|
983
|
+
|
|
950
984
|
Delete a transaction's splits and merge them back together.
|
|
985
|
+
|
|
951
986
|
```javascript
|
|
952
987
|
const splits = await moneyhub.deleteTransactionSplits({
|
|
953
|
-
|
|
954
|
-
|
|
955
|
-
})
|
|
988
|
+
userId: "userId",
|
|
989
|
+
transactionId: "transactionId",
|
|
990
|
+
});
|
|
956
991
|
```
|
|
957
992
|
|
|
958
993
|
#### `getGlobalCounterparties`
|
|
@@ -960,23 +995,20 @@ const splits = await moneyhub.deleteTransactionSplits({
|
|
|
960
995
|
Get global counterparties.
|
|
961
996
|
|
|
962
997
|
```javascript
|
|
963
|
-
|
|
964
|
-
const accounts = await moneyhub.getGlobalCounterparties()
|
|
998
|
+
const accounts = await moneyhub.getGlobalCounterparties();
|
|
965
999
|
```
|
|
966
1000
|
|
|
967
|
-
|
|
968
1001
|
#### `getCategories`
|
|
969
1002
|
|
|
970
1003
|
Get all categories for a user. This function uses the scope `categories:read`.
|
|
971
1004
|
|
|
972
1005
|
```javascript
|
|
973
|
-
|
|
974
1006
|
const categories = await moneyhub.getCategories({
|
|
975
1007
|
userId: "userId",
|
|
976
1008
|
params: {
|
|
977
|
-
type: "personal" // optional personal|business
|
|
978
|
-
|
|
979
|
-
|
|
1009
|
+
type: "personal", // optional personal|business
|
|
1010
|
+
},
|
|
1011
|
+
});
|
|
980
1012
|
```
|
|
981
1013
|
|
|
982
1014
|
#### `getCategory`
|
|
@@ -986,8 +1018,8 @@ Get a single category for a user. This function uses the scope `categories:read`
|
|
|
986
1018
|
```javascript
|
|
987
1019
|
const category = await moneyhub.getCategory({
|
|
988
1020
|
userId: "userId",
|
|
989
|
-
categoryId: "categoryId"
|
|
990
|
-
|
|
1021
|
+
categoryId: "categoryId",
|
|
1022
|
+
});
|
|
991
1023
|
```
|
|
992
1024
|
|
|
993
1025
|
#### `getCategoryGroups`
|
|
@@ -995,13 +1027,12 @@ const category = await moneyhub.getCategory({
|
|
|
995
1027
|
Get all category groups for a user. This function uses the scope `categories:read`.
|
|
996
1028
|
|
|
997
1029
|
```javascript
|
|
998
|
-
|
|
999
1030
|
const categoryGroups = await moneyhub.getCategoryGroups({
|
|
1000
1031
|
userId: "userId",
|
|
1001
1032
|
params: {
|
|
1002
|
-
type: "personal" // optional personal|business
|
|
1003
|
-
|
|
1004
|
-
|
|
1033
|
+
type: "personal", // optional personal|business
|
|
1034
|
+
},
|
|
1035
|
+
});
|
|
1005
1036
|
```
|
|
1006
1037
|
|
|
1007
1038
|
#### `getStandardCategories`
|
|
@@ -1009,12 +1040,11 @@ const categoryGroups = await moneyhub.getCategoryGroups({
|
|
|
1009
1040
|
Get standard categories.
|
|
1010
1041
|
|
|
1011
1042
|
```javascript
|
|
1012
|
-
|
|
1013
1043
|
const categories = await moneyhub.getStandardCategories({
|
|
1014
1044
|
params: {
|
|
1015
|
-
type: "personal" // optional personal|business|all
|
|
1016
|
-
|
|
1017
|
-
|
|
1045
|
+
type: "personal", // optional personal|business|all
|
|
1046
|
+
},
|
|
1047
|
+
});
|
|
1018
1048
|
```
|
|
1019
1049
|
|
|
1020
1050
|
#### `getStandardCategoryGroups`
|
|
@@ -1022,13 +1052,13 @@ const categories = await moneyhub.getStandardCategories({
|
|
|
1022
1052
|
Get standard categories.
|
|
1023
1053
|
|
|
1024
1054
|
```javascript
|
|
1025
|
-
|
|
1026
1055
|
const categoryGroups = await moneyhub.getStandardCategoryGroups({
|
|
1027
1056
|
params: {
|
|
1028
|
-
type: "personal" // optional personal|business|all
|
|
1029
|
-
|
|
1030
|
-
|
|
1057
|
+
type: "personal", // optional personal|business|all
|
|
1058
|
+
},
|
|
1059
|
+
});
|
|
1031
1060
|
```
|
|
1061
|
+
|
|
1032
1062
|
#### `createCustomCategory`
|
|
1033
1063
|
|
|
1034
1064
|
Create a custom category. This function uses the scopes `categories:read categories:write`.
|
|
@@ -1044,6 +1074,32 @@ const category = await moneyhub.createCustomCategory({
|
|
|
1044
1074
|
})
|
|
1045
1075
|
```
|
|
1046
1076
|
|
|
1077
|
+
### Spending analysis
|
|
1078
|
+
|
|
1079
|
+
#### `getSpendingAnalysis`
|
|
1080
|
+
|
|
1081
|
+
This method returns the spending analysis for the given dates. This function uses the scope `spending_analysis:read`
|
|
1082
|
+
|
|
1083
|
+
```javascript
|
|
1084
|
+
const projects = await moneyhub.getSpendingAnalysis({
|
|
1085
|
+
userId: "userId",
|
|
1086
|
+
dates: [
|
|
1087
|
+
{
|
|
1088
|
+
name: "currentMonth",
|
|
1089
|
+
from: "2018-10-01",
|
|
1090
|
+
to: "2018-10-31",
|
|
1091
|
+
},
|
|
1092
|
+
{
|
|
1093
|
+
name: "previousMonth",
|
|
1094
|
+
from: "2018-09-01",
|
|
1095
|
+
to: "2018-09-30",
|
|
1096
|
+
},
|
|
1097
|
+
],
|
|
1098
|
+
accountIds: ["ac9bd177-d01e-449c-9f29-d3656d2edc2e"], // optional
|
|
1099
|
+
categoryIds: ["std:338d2636-7f88-491d-8129-255c98da1eb8"], // optional
|
|
1100
|
+
});
|
|
1101
|
+
```
|
|
1102
|
+
|
|
1047
1103
|
### Projects
|
|
1048
1104
|
|
|
1049
1105
|
#### `getProjects`
|
|
@@ -1051,13 +1107,13 @@ const category = await moneyhub.createCustomCategory({
|
|
|
1051
1107
|
This method returns a list of projects. This function uses the scope `projects:read`
|
|
1052
1108
|
|
|
1053
1109
|
```javascript
|
|
1054
|
-
const projects = await moneyhub.getProjects({
|
|
1110
|
+
const projects = await moneyhub.getProjects({
|
|
1055
1111
|
userId: "userId",
|
|
1056
1112
|
params: {
|
|
1057
1113
|
limit: "limit", // optional
|
|
1058
1114
|
offset: "offset", // optional
|
|
1059
|
-
} // optional
|
|
1060
|
-
})
|
|
1115
|
+
}, // optional
|
|
1116
|
+
});
|
|
1061
1117
|
```
|
|
1062
1118
|
|
|
1063
1119
|
#### `getProject`
|
|
@@ -1067,8 +1123,8 @@ Get a single project for a user by the projectId. This function uses the scope `
|
|
|
1067
1123
|
```javascript
|
|
1068
1124
|
const project = await moneyhub.getProject({
|
|
1069
1125
|
userId: "userId",
|
|
1070
|
-
projectId: "projectId"
|
|
1071
|
-
|
|
1126
|
+
projectId: "projectId",
|
|
1127
|
+
});
|
|
1072
1128
|
```
|
|
1073
1129
|
|
|
1074
1130
|
#### `addProject`
|
|
@@ -1082,8 +1138,8 @@ const project = await moneyhub.addProject({
|
|
|
1082
1138
|
name: "Project Name",
|
|
1083
1139
|
accountIds: "id1,id2", // comma-separated list of account IDs
|
|
1084
1140
|
type: "PropertyProject",
|
|
1085
|
-
}
|
|
1086
|
-
})
|
|
1141
|
+
},
|
|
1142
|
+
});
|
|
1087
1143
|
```
|
|
1088
1144
|
|
|
1089
1145
|
#### `updateProject`
|
|
@@ -1099,23 +1155,25 @@ const project = await moneyhub.updateProject({
|
|
|
1099
1155
|
accountIds: "id1,id2", // comma-separated list of account IDs
|
|
1100
1156
|
type: "PropertyProject",
|
|
1101
1157
|
archived: false,
|
|
1102
|
-
}
|
|
1103
|
-
})
|
|
1158
|
+
},
|
|
1159
|
+
});
|
|
1104
1160
|
```
|
|
1105
1161
|
|
|
1106
1162
|
#### `deleteProject`
|
|
1163
|
+
|
|
1107
1164
|
Delete a project for a user given a project ID. This function uses the scope `projects.delete`.
|
|
1108
1165
|
|
|
1109
1166
|
```javascript
|
|
1110
1167
|
const result = await moneyhub.deleteProject({
|
|
1111
1168
|
userId: "userId",
|
|
1112
|
-
projectId: "projectId"
|
|
1113
|
-
|
|
1169
|
+
projectId: "projectId",
|
|
1170
|
+
});
|
|
1114
1171
|
```
|
|
1115
1172
|
|
|
1116
1173
|
### Tax Return
|
|
1117
1174
|
|
|
1118
1175
|
#### `getTaxReturn`
|
|
1176
|
+
|
|
1119
1177
|
Get a tax return object for a subset of transactions. This makes use of the `enhancedCategories` on transactions. This functions uses the scope `tax:read`
|
|
1120
1178
|
|
|
1121
1179
|
```javascript
|
|
@@ -1126,11 +1184,10 @@ const result = await moneyhub.getTaxReturn({
|
|
|
1126
1184
|
endDate: "2020-02-01",
|
|
1127
1185
|
accountId: "accountId",
|
|
1128
1186
|
projectId: "projectId",
|
|
1129
|
-
}
|
|
1130
|
-
})
|
|
1187
|
+
},
|
|
1188
|
+
});
|
|
1131
1189
|
```
|
|
1132
1190
|
|
|
1133
|
-
|
|
1134
1191
|
### Payments
|
|
1135
1192
|
|
|
1136
1193
|
#### `getPaymentAuthorizeUrl`
|
|
@@ -1154,10 +1211,10 @@ const url = await moneyhub.getPaymentAuthorizeUrl({
|
|
|
1154
1211
|
context: "Payment context [Other,BillPayment,PartyToParty]", // optional - defaults to PartyToParty
|
|
1155
1212
|
userId: "Moneyhub API User ID you wish to attach to the payment", // optional
|
|
1156
1213
|
claims: claimsObject, // optional
|
|
1157
|
-
})
|
|
1214
|
+
});
|
|
1158
1215
|
|
|
1159
1216
|
// Scope used with the bankId provided
|
|
1160
|
-
const scope = `payment openid id:${bankId}
|
|
1217
|
+
const scope = `payment openid id:${bankId}`;
|
|
1161
1218
|
|
|
1162
1219
|
// Default claims if none are provided
|
|
1163
1220
|
const defaultClaims = {
|
|
@@ -1180,7 +1237,7 @@ const defaultClaims = {
|
|
|
1180
1237
|
},
|
|
1181
1238
|
},
|
|
1182
1239
|
},
|
|
1183
|
-
}
|
|
1240
|
+
};
|
|
1184
1241
|
```
|
|
1185
1242
|
|
|
1186
1243
|
#### `getReversePaymentAuthorizeUrl`
|
|
@@ -1230,7 +1287,7 @@ const payee = await moneyhub.addPayee({
|
|
|
1230
1287
|
sortCode: "your sort code",
|
|
1231
1288
|
name: "name of Payee",
|
|
1232
1289
|
externalId: "your external id",
|
|
1233
|
-
})
|
|
1290
|
+
});
|
|
1234
1291
|
```
|
|
1235
1292
|
|
|
1236
1293
|
#### `getPayees`
|
|
@@ -1241,7 +1298,7 @@ This method returns a list of registered payees. This function uses the scope `p
|
|
|
1241
1298
|
const payees = await moneyhub.getPayees({
|
|
1242
1299
|
limit: "limit", // optional
|
|
1243
1300
|
offset: "offset", // optional
|
|
1244
|
-
})
|
|
1301
|
+
});
|
|
1245
1302
|
```
|
|
1246
1303
|
|
|
1247
1304
|
#### `getPayments`
|
|
@@ -1256,7 +1313,7 @@ const payments = await moneyhub.getPayments({
|
|
|
1256
1313
|
payeeId: "payee-id", // optional
|
|
1257
1314
|
startDate: "2020-01-01", // optional
|
|
1258
1315
|
endDate: "2020-12-31", // optional
|
|
1259
|
-
})
|
|
1316
|
+
});
|
|
1260
1317
|
```
|
|
1261
1318
|
|
|
1262
1319
|
#### `getPayment`
|
|
@@ -1266,7 +1323,7 @@ Get a single payment by its id . This function uses the scope `payment:read`
|
|
|
1266
1323
|
```javascript
|
|
1267
1324
|
const paymentData = await moneyhub.getPayment({
|
|
1268
1325
|
id: "payment-id",
|
|
1269
|
-
})
|
|
1326
|
+
});
|
|
1270
1327
|
```
|
|
1271
1328
|
|
|
1272
1329
|
#### `getPaymentFromIDToken`
|
|
@@ -1276,8 +1333,8 @@ you will receive back an ID Token that contains the payment id. This is a utilit
|
|
|
1276
1333
|
|
|
1277
1334
|
```javascript
|
|
1278
1335
|
const paymentData = await moneyhub.getPaymentFromIDToken({
|
|
1279
|
-
idToken: "eyJhbGciOiJSUz..."
|
|
1280
|
-
|
|
1336
|
+
idToken: "eyJhbGciOiJSUz...",
|
|
1337
|
+
});
|
|
1281
1338
|
```
|
|
1282
1339
|
|
|
1283
1340
|
### Standing Orders
|
|
@@ -1359,7 +1416,7 @@ const standingOrders = await moneyhub.getStandingOrders({
|
|
|
1359
1416
|
payeeId: "payee-id", // optional
|
|
1360
1417
|
startDate: "2020-01-01", // optional
|
|
1361
1418
|
endDate: "2020-12-31", // optional
|
|
1362
|
-
})
|
|
1419
|
+
});
|
|
1363
1420
|
```
|
|
1364
1421
|
|
|
1365
1422
|
#### `getStandingOrder`
|
|
@@ -1369,7 +1426,7 @@ Get a single standing order request by its id. This function uses the scope `pay
|
|
|
1369
1426
|
```javascript
|
|
1370
1427
|
const standingOrder = await moneyhub.getStandingOrder({
|
|
1371
1428
|
id: "standing-order-id",
|
|
1372
|
-
})
|
|
1429
|
+
});
|
|
1373
1430
|
```
|
|
1374
1431
|
|
|
1375
1432
|
### Recurring Payments (VRP)
|
|
@@ -1386,7 +1443,7 @@ const url = await moneyhub.getRecurringPaymentAuthorizeUrl({
|
|
|
1386
1443
|
payerId: "Id of payer", // requird only if payerType is defined
|
|
1387
1444
|
payerType: "Payer type [mh-user-account]", // required only if payerId is used
|
|
1388
1445
|
reference: "The reference for recurring payment",
|
|
1389
|
-
validFromDate: "The date from which the authorisation is effective"
|
|
1446
|
+
validFromDate: "The date from which the authorisation is effective", // should be in an international format, e.g. 15-MAR-2021 or ISO date
|
|
1390
1447
|
validToDate: "The date to which the authorisation is effective", // should be in an international format, e.g. 15-MAR-2021 or ISO date
|
|
1391
1448
|
maximumIndividualAmount: "The maimum single amount that will be allowed", // the valid in whole minor units (i.e. pence)
|
|
1392
1449
|
currency: "The currency code for the maxiumum recurring payment amount [GBP]",
|
|
@@ -1394,22 +1451,24 @@ const url = await moneyhub.getRecurringPaymentAuthorizeUrl({
|
|
|
1394
1451
|
{
|
|
1395
1452
|
amount: "The maximum amount for this recurring payment limit", // the valid in whole minor units (i.e. pence)
|
|
1396
1453
|
currency: "The currency code for this recurring payment limit [GBP]",
|
|
1397
|
-
periodType:
|
|
1398
|
-
|
|
1399
|
-
|
|
1454
|
+
periodType:
|
|
1455
|
+
"The period over which the limit is effective [Day, Week, Fortnight, Month, Half-year, Year]",
|
|
1456
|
+
periodAlignment:
|
|
1457
|
+
"Specifies whether the period starts on the date of consent creation or lines up with a calendar [Consent, Calendar]",
|
|
1458
|
+
},
|
|
1400
1459
|
],
|
|
1401
|
-
type: [
|
|
1460
|
+
type: [
|
|
1402
1461
|
"Sweeping", // Specifies that the recurring payment is for the purpose of sweeping payments
|
|
1403
|
-
"Other" // Specifies that the recurring payment is for other payments of another purpose
|
|
1462
|
+
"Other", // Specifies that the recurring payment is for other payments of another purpose
|
|
1404
1463
|
],
|
|
1405
1464
|
context: "Payment context [Other,BillPayment,PartyToParty]", // optional - defaults to PartyToParty
|
|
1406
1465
|
state: "your state value",
|
|
1407
1466
|
nonce: "your nonce value", // optional
|
|
1408
1467
|
claims: claimsObject, // optional
|
|
1409
|
-
})
|
|
1468
|
+
});
|
|
1410
1469
|
|
|
1411
1470
|
// Scope used with the bankId provided
|
|
1412
|
-
const scope = `recurring_payment:create openid id:${bankId}
|
|
1471
|
+
const scope = `recurring_payment:create openid id:${bankId}`;
|
|
1413
1472
|
|
|
1414
1473
|
// Default claims if none are provided
|
|
1415
1474
|
const defaultClaims = {
|
|
@@ -1434,7 +1493,7 @@ const defaultClaims = {
|
|
|
1434
1493
|
},
|
|
1435
1494
|
},
|
|
1436
1495
|
},
|
|
1437
|
-
}
|
|
1496
|
+
};
|
|
1438
1497
|
```
|
|
1439
1498
|
|
|
1440
1499
|
#### `getRecurringPayments`
|
|
@@ -1449,7 +1508,7 @@ const recurringPayments = await moneyhub.getRecurringPayments({
|
|
|
1449
1508
|
payeeId: "payee-id", // optional
|
|
1450
1509
|
startDate: "2020-01-01", // optional
|
|
1451
1510
|
endDate: "2020-12-31", // optional
|
|
1452
|
-
})
|
|
1511
|
+
});
|
|
1453
1512
|
```
|
|
1454
1513
|
|
|
1455
1514
|
#### `getRecurringPayment`
|
|
@@ -1458,8 +1517,8 @@ This method gets a recurring payment consent. This function uses the scope `recu
|
|
|
1458
1517
|
|
|
1459
1518
|
```javascript
|
|
1460
1519
|
const recurringPayment = await moneyhub.getRecurringPayment({
|
|
1461
|
-
recurringPaymentId: "Id of the recurring payment consent"
|
|
1462
|
-
})
|
|
1520
|
+
recurringPaymentId: "Id of the recurring payment consent",
|
|
1521
|
+
});
|
|
1463
1522
|
```
|
|
1464
1523
|
|
|
1465
1524
|
#### `makeRecurringPayment`
|
|
@@ -1473,9 +1532,9 @@ const recurringPayments = await moneyhub.getRecurringPayments({
|
|
|
1473
1532
|
payeeId: "payee-id", // optional
|
|
1474
1533
|
amount: 200,
|
|
1475
1534
|
payeeRef: "Payee ref",
|
|
1476
|
-
payerRef: "Payer ref"
|
|
1477
|
-
}
|
|
1478
|
-
})
|
|
1535
|
+
payerRef: "Payer ref",
|
|
1536
|
+
},
|
|
1537
|
+
});
|
|
1479
1538
|
```
|
|
1480
1539
|
|
|
1481
1540
|
#### `revokeRecurringPayment`
|
|
@@ -1484,8 +1543,8 @@ This method revokes a recurring payment consent. This function uses the scope `r
|
|
|
1484
1543
|
|
|
1485
1544
|
```javascript
|
|
1486
1545
|
const revokedRecurringPayment = await moneyhub.revokeRecurringPayment({
|
|
1487
|
-
recurringPaymentId: "Id of the recurring payment consent"
|
|
1488
|
-
})
|
|
1546
|
+
recurringPaymentId: "Id of the recurring payment consent",
|
|
1547
|
+
});
|
|
1489
1548
|
```
|
|
1490
1549
|
|
|
1491
1550
|
#### `getRegularTransactions`
|
|
@@ -1493,11 +1552,11 @@ const revokedRecurringPayment = await moneyhub.revokeRecurringPayment({
|
|
|
1493
1552
|
Get all the regular transactions for a user, there is an option to pass an account ID as a parameter as a filter. This function uses the scope `accounts:read`, `transactions:read:all` and `regular_transactions:read`
|
|
1494
1553
|
|
|
1495
1554
|
```javascript
|
|
1496
|
-
const queryParams = {accountID}
|
|
1555
|
+
const queryParams = { accountID };
|
|
1497
1556
|
const regulartransactions = await moneyhub.getRegularTransactions({
|
|
1498
1557
|
userId: "userId",
|
|
1499
1558
|
params: queryParams,
|
|
1500
|
-
})
|
|
1559
|
+
});
|
|
1501
1560
|
```
|
|
1502
1561
|
|
|
1503
1562
|
### Rental records
|
|
@@ -1508,9 +1567,9 @@ This method will return the rental record for the user. Requires the scope `rent
|
|
|
1508
1567
|
|
|
1509
1568
|
```javascript
|
|
1510
1569
|
const getRentalRecordResponse = await moneyhub.getRentalRecords({
|
|
1511
|
-
userId: "user-id"
|
|
1512
|
-
})
|
|
1513
|
-
const rentalRecord = getRentalRecordResponse.data[0]
|
|
1570
|
+
userId: "user-id",
|
|
1571
|
+
});
|
|
1572
|
+
const rentalRecord = getRentalRecordResponse.data[0];
|
|
1514
1573
|
```
|
|
1515
1574
|
|
|
1516
1575
|
#### `createRentalRecord`
|
|
@@ -1532,12 +1591,12 @@ const createRentalRecordResponse = await moneyhub.createRentalRecord({
|
|
|
1532
1591
|
postalCode: "CA12345",
|
|
1533
1592
|
tenancyStartDate: "2020-11-19",
|
|
1534
1593
|
rentalAmount: {
|
|
1535
|
-
value: 10000
|
|
1594
|
+
value: 10000,
|
|
1536
1595
|
},
|
|
1537
1596
|
rentalFrequency: "monthly",
|
|
1538
|
-
}
|
|
1539
|
-
})
|
|
1540
|
-
const createdRentalRecord = createRentalRecordResponse.data
|
|
1597
|
+
},
|
|
1598
|
+
});
|
|
1599
|
+
const createdRentalRecord = createRentalRecordResponse.data;
|
|
1541
1600
|
```
|
|
1542
1601
|
|
|
1543
1602
|
#### `deleteRentalRecord`
|
|
@@ -1547,8 +1606,138 @@ This method deletes the rental record for a user.
|
|
|
1547
1606
|
```javascript
|
|
1548
1607
|
await moneyhub.deleteRentalRecord({
|
|
1549
1608
|
userId: "user-id",
|
|
1550
|
-
rentalId: "rental-id"
|
|
1551
|
-
})
|
|
1609
|
+
rentalId: "rental-id",
|
|
1610
|
+
});
|
|
1611
|
+
```
|
|
1612
|
+
|
|
1613
|
+
### Spending Goals
|
|
1614
|
+
|
|
1615
|
+
#### `createSpendingGoal`
|
|
1616
|
+
|
|
1617
|
+
This method will create a single spending goal for the user. Requires the scopes`spending_goals:read` and `spending_goals:write:all`.
|
|
1618
|
+
|
|
1619
|
+
```javascript
|
|
1620
|
+
const spendingGoal = await moneyhub.createSpendingGoal({
|
|
1621
|
+
categoryId: "std:all",
|
|
1622
|
+
amount: { value: 200 },
|
|
1623
|
+
periodStart: "20",
|
|
1624
|
+
periodType: "monthly",
|
|
1625
|
+
userId: "user-id",
|
|
1626
|
+
});
|
|
1627
|
+
```
|
|
1628
|
+
|
|
1629
|
+
#### `getSpendingGoals`
|
|
1630
|
+
|
|
1631
|
+
This method will return the spending goals for the user. Requires the scope `spending_goals:read`.
|
|
1632
|
+
|
|
1633
|
+
```javascript
|
|
1634
|
+
const spendingGoals = await moneyhub.getSpendingGoals({
|
|
1635
|
+
userId: "user-id",
|
|
1636
|
+
limit: 1,
|
|
1637
|
+
offset: 0,
|
|
1638
|
+
});
|
|
1639
|
+
const spendingGoal = spendingGoals.data[0];
|
|
1640
|
+
```
|
|
1641
|
+
|
|
1642
|
+
#### `getSpendingGoal`
|
|
1643
|
+
|
|
1644
|
+
This method will return the specified spending goal for the user. Requires the scope `spending_goals:read`.
|
|
1645
|
+
|
|
1646
|
+
```javascript
|
|
1647
|
+
const spendingGoals = await moneyhub.getSpendingGoal({
|
|
1648
|
+
userId: "user-id",
|
|
1649
|
+
goalId: "goal-id",
|
|
1650
|
+
});
|
|
1651
|
+
```
|
|
1652
|
+
|
|
1653
|
+
#### `updateSpendingGoal`
|
|
1654
|
+
|
|
1655
|
+
This method will update the specified spending goal for the user. Requires the scopes `spending_goals:read` and `spending_goals:write`.
|
|
1656
|
+
|
|
1657
|
+
```javascript
|
|
1658
|
+
const spendingGoals = await moneyhub.updateSpendingGoal({
|
|
1659
|
+
userId: "user-id",
|
|
1660
|
+
goalId: "goal-id",
|
|
1661
|
+
categoryId: "id",
|
|
1662
|
+
amount: { value: 302 },
|
|
1663
|
+
});
|
|
1664
|
+
```
|
|
1665
|
+
|
|
1666
|
+
#### `deleteSpendingGoal`
|
|
1667
|
+
|
|
1668
|
+
This method will delete the specified spending goal for the user. Requires the scope `spending_goals:write:all`.
|
|
1669
|
+
|
|
1670
|
+
```javascript
|
|
1671
|
+
const spendingGoals = await moneyhub.deleteSpendingGoal({
|
|
1672
|
+
userId: "user-id",
|
|
1673
|
+
goalId: "goal-id",
|
|
1674
|
+
});
|
|
1675
|
+
```
|
|
1676
|
+
|
|
1677
|
+
### Savings Goals
|
|
1678
|
+
|
|
1679
|
+
#### `createSavingsGoal`
|
|
1680
|
+
|
|
1681
|
+
This method will create a single savings goal for the user. Requires the scopes`savings_goals:read` and `savings_goals:write:all`.
|
|
1682
|
+
|
|
1683
|
+
```javascript
|
|
1684
|
+
const savingsGoal = await moneyhub.createSavingsGoal({
|
|
1685
|
+
name: "savings",
|
|
1686
|
+
amount: { value: 200 },
|
|
1687
|
+
imageUrl: "https://myimage.com",
|
|
1688
|
+
notes: "lots'o'money",
|
|
1689
|
+
userId: "user-id",
|
|
1690
|
+
accounts: [{ id: "1234" }],
|
|
1691
|
+
});
|
|
1692
|
+
```
|
|
1693
|
+
|
|
1694
|
+
#### `getSavingsGoals`
|
|
1695
|
+
|
|
1696
|
+
This method will return the savings goals for the user. Requires the scope `savings_goals:read`.
|
|
1697
|
+
|
|
1698
|
+
```javascript
|
|
1699
|
+
const savingsGoals = await moneyhub.getSavingsGoals({
|
|
1700
|
+
userId: "user-id",
|
|
1701
|
+
limit: 1,
|
|
1702
|
+
offset: 0,
|
|
1703
|
+
});
|
|
1704
|
+
const savingsGoal = savingsGoals.data[0];
|
|
1705
|
+
```
|
|
1706
|
+
|
|
1707
|
+
#### `getSavingsGoal`
|
|
1708
|
+
|
|
1709
|
+
This method will return the specified savings goal for the user. Requires the scope `savings_goals:read`.
|
|
1710
|
+
|
|
1711
|
+
```javascript
|
|
1712
|
+
const savingsGoals = await moneyhub.getSavingsGoal({
|
|
1713
|
+
userId: "user-id",
|
|
1714
|
+
goalId: "goal-id",
|
|
1715
|
+
});
|
|
1716
|
+
```
|
|
1717
|
+
|
|
1718
|
+
#### `updateSavingsGoal`
|
|
1719
|
+
|
|
1720
|
+
This method will update the specified savings goal for the user. Requires the scopes `savings_goals:read` and `savings_goals:write`.
|
|
1721
|
+
|
|
1722
|
+
```javascript
|
|
1723
|
+
const savingsGoals = await moneyhub.updateSavingsGoal({
|
|
1724
|
+
userId: "user-id",
|
|
1725
|
+
goalId: "goal-id",
|
|
1726
|
+
name: "new-name",
|
|
1727
|
+
amount: { value: 302 },
|
|
1728
|
+
accounts: [{ id: "1234" }],
|
|
1729
|
+
});
|
|
1730
|
+
```
|
|
1731
|
+
|
|
1732
|
+
#### `deleteSavingsGoal`
|
|
1733
|
+
|
|
1734
|
+
This method will delete the specified savings goal for the user. Requires the scope `savings_goals:write:all`.
|
|
1735
|
+
|
|
1736
|
+
```javascript
|
|
1737
|
+
const savingsGoals = await moneyhub.deleteSavingsGoal({
|
|
1738
|
+
userId: "user-id",
|
|
1739
|
+
goalId: "goal-id",
|
|
1740
|
+
});
|
|
1552
1741
|
```
|
|
1553
1742
|
|
|
1554
1743
|
### Financial Connections
|
|
@@ -1558,7 +1747,7 @@ await moneyhub.deleteRentalRecord({
|
|
|
1558
1747
|
This method will resolve with a list of all the available connections (banks, etc.) that a user can connect to.
|
|
1559
1748
|
|
|
1560
1749
|
```javascript
|
|
1561
|
-
const availableConnections = await moneyhub.listConnections()
|
|
1750
|
+
const availableConnections = await moneyhub.listConnections();
|
|
1562
1751
|
```
|
|
1563
1752
|
|
|
1564
1753
|
#### `listAPIConnections`
|
|
@@ -1566,7 +1755,7 @@ const availableConnections = await moneyhub.listConnections()
|
|
|
1566
1755
|
This method will resolve with a list of all the API connections that a user can connect to.
|
|
1567
1756
|
|
|
1568
1757
|
```javascript
|
|
1569
|
-
const availableConnections = await moneyhub.listAPIConnections()
|
|
1758
|
+
const availableConnections = await moneyhub.listAPIConnections();
|
|
1570
1759
|
```
|
|
1571
1760
|
|
|
1572
1761
|
#### `listTestConnections`
|
|
@@ -1574,7 +1763,15 @@ const availableConnections = await moneyhub.listAPIConnections()
|
|
|
1574
1763
|
This method will resolve with a list of all the Test connections that a user can connect to.
|
|
1575
1764
|
|
|
1576
1765
|
```javascript
|
|
1577
|
-
const availableConnections = await moneyhub.listTestConnections()
|
|
1766
|
+
const availableConnections = await moneyhub.listTestConnections();
|
|
1767
|
+
```
|
|
1768
|
+
|
|
1769
|
+
#### `listBetaConnections`
|
|
1770
|
+
|
|
1771
|
+
This method will resolve with a list of all the Beta connections that a user can connect to.
|
|
1772
|
+
|
|
1773
|
+
```javascript
|
|
1774
|
+
const availableConnections = await moneyhub.listBetaConnections();
|
|
1578
1775
|
```
|
|
1579
1776
|
|
|
1580
1777
|
### OpenID Config
|
|
@@ -1584,14 +1781,28 @@ const availableConnections = await moneyhub.listTestConnections()
|
|
|
1584
1781
|
This method will resolve with our open id configuration.
|
|
1585
1782
|
|
|
1586
1783
|
```javascript
|
|
1587
|
-
const availableConnections = await moneyhub.getOpenIdConfig()
|
|
1784
|
+
const availableConnections = await moneyhub.getOpenIdConfig();
|
|
1588
1785
|
```
|
|
1589
1786
|
|
|
1590
|
-
|
|
1591
1787
|
### Examples
|
|
1592
1788
|
|
|
1593
|
-
We have a couple of examples under the `/examples` folder that can be helpful to start using our client.
|
|
1789
|
+
We have a couple of examples under the `/examples` folder that can be helpful to start using our client. To run them, you'll need to use `ts-node`. If you haven't got it globally installed, you can run examples by executing within the library `npm run ts-node -- <script path here> <options>`
|
|
1594
1790
|
|
|
1595
1791
|
### Running Tests
|
|
1596
1792
|
|
|
1597
1793
|
Instructions on how to run the integration tests for the API client can be found [here](https://www.notion.so/moneyhub/Moneyhub-API-Client-Tests-Config-0bef6e3cb922425b88f0268c1a999917)
|
|
1794
|
+
|
|
1795
|
+
## TypeScript
|
|
1796
|
+
If you wish to use the client library with TypeScript, we allow you to make use of the types that are returned from our methods. Below is an example usage to get started:
|
|
1797
|
+
|
|
1798
|
+
```ts
|
|
1799
|
+
import {Moneyhub, ApiClientConfig} from "@mft/moneyhub-api-client"
|
|
1800
|
+
const config: ApiClientConfig = {} // your config goes here and is strongly typed
|
|
1801
|
+
|
|
1802
|
+
const getAccounts = ({userId}) => {
|
|
1803
|
+
const moneyhub = await Moneyhub(config)
|
|
1804
|
+
const accounts = await moneyhub.getAccounts({userId})
|
|
1805
|
+
}
|
|
1806
|
+
```
|
|
1807
|
+
|
|
1808
|
+
The default export is of the Moneyhub constructor that takes in an argument of the config. You can use `ApiClientConfig` to type that config. The client object that is returned from the constructor can then be used to make API calls. The methods are available with arguments and returns typed.
|