Class: Finicity::Client

Inherits:
Object
  • Object
show all
Defined in:
lib/finicity/client.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(token = nil, mfa_session = nil) ⇒ Client

Constructor



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# File 'lib/finicity/client.rb', line 11

def initialize(token = nil, mfa_session = nil)
  @token = token
  @mfa_session = mfa_session
end

Instance Attribute Details

#mfa_session ⇒ Object

Attributes



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# File 'lib/finicity/client.rb', line 6

def mfa_session
  @mfa_session
end

#token ⇒ Object

Attributes



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# File 'lib/finicity/client.rb', line 6

def token
  @token
end

Instance Method Details

#activate_accounts(customer_id, institution_id, accounts) ⇒ Object

Instance Methods

The accounts parameter is an array of Finicity::V1::Reponse::Account



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# File 'lib/finicity/client.rb', line 20

def activate_accounts(customer_id, institution_id, accounts)
  request = ::Finicity::V1::Request::ActivateAccounts.new(token, customer_id, institution_id, accounts)
  request.log_request
  response = request.activate_accounts
  log_response(response)

  if response.status_code == 200
    @mfa_session = nil
    parsed_response = ::Finicity::V1::Response::Accounts.parse(response.body)
    return parsed_response.accounts
  elsif response.status_code == 203
    @mfa_session = response.headers["MFA-Session"]
    parsed_response = ::Finicity::V1::Response::Mfa.parse(response.body)
    return parsed_response.questions
  else
    raise_generic_error!(response)
  end
end

#activate_accounts_with_mfa(customer_id, institution_id, accounts, mfa_credentials) ⇒ Object

The accounts parameter is an array of Finicity::V1::Reponse::Account The mfa_credentials parameter is an array of hashes with keys :text, :answer



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# File 'lib/finicity/client.rb', line 41

def activate_accounts_with_mfa(customer_id, institution_id, accounts, mfa_credentials)
  request = ::Finicity::V1::Request::ActivateAccountsWithMfa.new(token, mfa_session, customer_id, institution_id, accounts, mfa_credentials)
  request.log_request
  response = request.activate_accounts_with_mfa
  log_response(response)

  if response.status_code == 200
    @mfa_session = nil
    parsed_response = ::Finicity::V1::Response::Accounts.parse(response.body)
    return parsed_response.accounts
  elsif response.status_code == 203
    @mfa_session = response.headers["MFA-Session"]
    parsed_response = ::Finicity::V1::Response::Mfa.parse(response.body)
    return parsed_response.questions
  else
    raise_generic_error!(response)
  end
end

#add_customer(user_guid) ⇒ Object 



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# File 'lib/finicity/client.rb', line 60

def add_customer(user_guid)
  request = ::Finicity::V1::Request::AddCustomer.new(token, user_guid)
  request.log_request
  response = request.add_customer
  log_response(response)

  if response.ok?
    parsed_response = ::Finicity::V1::Response::Customer.parse(response.body)
    return parsed_response
  else
    raise_generic_error!(response)
  end
end

#authenticate! ⇒ Object 



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# File 'lib/finicity/client.rb', line 74

def authenticate!
  request = ::Finicity::V2::Request::PartnerAuthentication.new
  response = request.authenticate

  if response.ok?
    parsed_response = ::Finicity::V2::Response::PartnerAuthentication.parse(response.body)
    @token = parsed_response.token
    parsed_response
  else
    fail ::Finicity::AuthenticationError.new(response.body, response.status_code)
  end
end

#delete_customer(customer_id) ⇒ Object 



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# File 'lib/finicity/client.rb', line 87

def delete_customer(customer_id)
  request = ::Finicity::V1::Request::DeleteCustomer.new(token, customer_id)
  response = request.delete_customer

  if response.ok?
    # No data to parse, so return a hash for consistent return type
    return {}
  else
    raise_generic_error!(response)
  end
end

#discover_accounts(customer_id, institution_id, login_credentials) ⇒ Object

The login_credentials parameter is an array of hashes with the keys :id, :name, :value



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# File 'lib/finicity/client.rb', line 100

def discover_accounts(customer_id, institution_id, )
  request = ::Finicity::V1::Request::DiscoverAccounts.new(token, customer_id, institution_id, )
  request.log_request
  response = request.discover_accounts
  log_response(response)

  if response.status_code == 200
    @mfa_session = nil
    parsed_response = ::Finicity::V1::Response::Accounts.parse(response.body)
    return parsed_response.accounts
  elsif response.status_code == 203
    @mfa_session = response.headers["MFA-Session"]
    parsed_response = ::Finicity::V1::Response::Mfa.parse(response.body)
    return parsed_response.questions
  else
    raise_generic_error!(response)
  end
end

#discover_accounts_with_mfa(customer_id, institution_id, login_credentials, mfa_credentials) ⇒ Object

The login_credentials parameter is an array of hashes with the keys :id, :name, :value The mfa_credentials parameter is an array of hashes with keys :text, :answer



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# File 'lib/finicity/client.rb', line 121

def discover_accounts_with_mfa(customer_id, institution_id, , mfa_credentials)
  request = ::Finicity::V1::Request::DiscoverAccountsWithMfa.new(token, mfa_session, customer_id, institution_id, , mfa_credentials)
  request.log_request
  response = request.discover_accounts_with_mfa
  log_response(response)

  if response.status_code == 200
    @mfa_session = nil
    parsed_response = ::Finicity::V1::Response::Accounts.parse(response.body)
    return parsed_response.accounts
  elsif response.status_code == 203
    @mfa_session = response.headers["MFA-Session"]
    parsed_response = ::Finicity::V1::Response::Mfa.parse(response.body)
    return parsed_response.questions
  else
    raise_generic_error!(response)
  end
end

#get_accounts(customer_id, institution_id) ⇒ Object 



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# File 'lib/finicity/client.rb', line 140

def get_accounts(customer_id, institution_id)
  request = ::Finicity::V1::Request::GetAccounts.new(token, customer_id, institution_id)
  request.log_request
  response = request.get_accounts
  log_response(response)

  if response.ok?
    parsed_response = ::Finicity::V1::Response::Accounts.parse(response.body)
    return parsed_response.accounts
  else
    raise_generic_error!(response)
  end
end

#get_customer_by_username(username) ⇒ Object 



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# File 'lib/finicity/client.rb', line 154

def get_customer_by_username(username)
  request = ::Finicity::V1::Request::GetCustomersByUsername.new(token, username, 1, 1)
  request.log_request
  response = request.get_customers_by_username
  log_response(response)

  if response.ok?
    parsed_response = ::Finicity::V1::Response::Customers.parse(response.body)
    if parsed_response.found && parsed_response.found > 1
      raise ::Finicity::DuplicateCustomerError.new(username)
    else
      return parsed_response.customers.first
    end
  else
    raise_generic_error!(response)
  end
end

#get_customers ⇒ Object 



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# File 'lib/finicity/client.rb', line 186

def get_customers
  request = ::Finicity::V1::Request::GetCustomers.new(token)
  start = 1
  limit = 25
  customers = []

  loop do
    response = request.get_customers(start, limit)

    if response.ok?
      parsed_response = ::Finicity::V1::Response::Customers.parse(response.body)
      customers << parsed_response.customers

      if parsed_response.more_available?
        start += limit
      else
        return customers.flatten
      end
    else
      raise_generic_error!(response)
    end
  end
end

#get_customers_by_username(username, start, limit) ⇒ Object 



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# File 'lib/finicity/client.rb', line 172

def get_customers_by_username(username, start, limit)
  request = ::Finicity::V1::Request::GetCustomersByUsername.new(token, username, start, limit)
  request.log_request
  response = request.get_customers_by_username
  log_response(response)

  if response.ok?
    parsed_response = ::Finicity::V1::Response::Customers.parse(response.body)
    return parsed_response.customers
  else
    raise_generic_error!(response)
  end
end

#get_institution(institution_id) ⇒ Object 



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# File 'lib/finicity/client.rb', line 210

def get_institution(institution_id)
  request = ::Finicity::V1::Request::GetInstitution.new(token, institution_id)
  response = request.get_institution

  if response.ok?
    parsed_response = ::Finicity::V1::Response::Institution.parse(response.body)
    return parsed_response
  else
    raise_generic_error!(response)
  end
end

#get_institutions(institution_name) ⇒ Object 



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# File 'lib/finicity/client.rb', line 222

def get_institutions(institution_name)
  request = ::Finicity::V1::Request::GetInstitutions.new(token, institution_name)
  start = 1
  limit = 25
  institutions = []

  loop do
    response = request.get_institutions(start, limit)

    if response.ok?
      parsed_response = ::Finicity::V1::Response::Institutions.parse(response.body)
      institutions << parsed_response.institutions

      if parsed_response.more_available?
        start += limit
      else
        return institutions.flatten
      end
    else
      raise_generic_error!(response)
    end
  end
end

#get_login_form(institution_id) ⇒ Object 



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# File 'lib/finicity/client.rb', line 246

def (institution_id)
  request = ::Finicity::V1::Request::GetLoginForm.new(token, institution_id)
  response = request.

  if response.ok?
    parsed_response = ::Finicity::V1::Response::LoginForm.parse(response.body)
    return parsed_response.
  else
    raise_generic_error!(response)
  end
end

#get_transactions(customer_id, account_id, from_date, to_date) ⇒ Object 



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# File 'lib/finicity/client.rb', line 258

def get_transactions(customer_id, , from_date, to_date)
  request = ::Finicity::V1::Request::GetTransactions.new(token, customer_id, , from_date, to_date)
  request.log_request
  response = request.get_transactions
  log_response(response)

  if response.ok?
    parsed_response = ::Finicity::V1::Response::Transactions.parse(response.body)
    return parsed_response.transactions
  else
    raise_generic_error!(response)
  end
end

#interactive_refresh_account(customer_id, account_id) ⇒ Object 



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# File 'lib/finicity/client.rb', line 272

def (customer_id, )
  request = ::Finicity::V1::Request::InteractiveRefreshAccount.new(token, customer_id, )
  request.log_request
  response = request.
  log_response(response)

  if response.status_code == 200
    @mfa_session = nil
    parsed_response = ::Finicity::V1::Response::Accounts.parse(response.body)
    return parsed_response.accounts
  elsif response.status_code == 203
    @mfa_session = response.headers["MFA-Session"]
    parsed_response = ::Finicity::V1::Response::Mfa.parse(response.body)
    return parsed_response.questions
  else
    raise_generic_error!(response)
  end
end

#interactive_refresh_account_with_mfa(customer_id, account_id, mfa_credentials) ⇒ Object

The mfa_credentials parameter is an array of hashes with keys :text, :answer



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# File 'lib/finicity/client.rb', line 292

def (customer_id, , mfa_credentials)
  request = ::Finicity::V1::Request::InteractiveRefreshAccountWithMfa.new(token, mfa_session, customer_id, , mfa_credentials)
  request.log_request
  response = request.
  log_response(response)

  if response.status_code == 200
    @mfa_session = nil
    parsed_response = ::Finicity::V1::Response::Accounts.parse(response.body)
    return parsed_response.accounts
  elsif response.status_code == 203
    @mfa_session = response.headers["MFA-Session"]
    parsed_response = ::Finicity::V1::Response::Mfa.parse(response.body)
    return parsed_response.questions
  else
    raise_generic_error!(response)
  end
end

#refresh_accounts(customer_id) ⇒ Object 



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# File 'lib/finicity/client.rb', line 311

def refresh_accounts(customer_id)
  request = ::Finicity::V1::Request::RefreshAccounts.new(token, customer_id)
  request.log_request
  response = request.refresh_accounts
  log_response(response)

  if response.ok?
    parsed_response = ::Finicity::V1::Response::Accounts.parse(response.body)
    return parsed_response.accounts
  else
    raise_generic_error!(response)
  end
end