def load(self, institution, account, days=90):
args = {
'id': institution.get('fid'),
'org': institution.get('org'),
'url': institution.get('url'),
'username': self._dec(institution.get('username')),
'password': self._dec(institution.get('password')),
'client_args': {
'ofx_version': institution.get('version')
},
}
if institution.get('cid'):
args['client_args']['id'] = institution.get('cid')
if institution.get('app'):
args['client_args']['app_id'] = institution.get('app')
if institution.get('app_version'):
args['client_args']['app_version'] = institution.get('app_version')
if account.get("type") == "CREDIT":
acct = CreditCardAccount(institution=Institution(**args),
number=self._dec(account.get('number')))
else:
acct = BankAccount(routing_number=institution.get("routing"),
account_type=account.get("type"),
institution=Institution(**args),
number=self._dec(account.get('number')))
return acct.transactions(days=days)
def add_bank(self, id=None, username=None, password=None):
cherrypy.response.headers['Content-Type'] = 'application/json'
cherrypy.response.status = 200
result = {'status': 'ok', 'message': ''}
if id and username and password:
bank = OFXHome.lookup(id)
i = Institution(id=bank['fid'],
org=bank['org'],
url=bank['url'],
broker_id=bank['brokerid'],
description=bank['name'],
username=username,
password=password)
try:
i.authenticate()
except Exception as e:
result['status'] = 'error'
result[
'message'] = 'unable to log into bank with those credentials'
for a in i.accounts():
GlobalConfig.add_account(a)
GlobalConfig.save()
else:
result['status'] = 'error'
result['message'] = 'id, username, and password are all required'
ret = json.dumps(result)
cherrypy.response.body = ret
if result['status'] == 'error':
cherrypy.response.status = 400
return ret
def testClientDefaultsPreserved(self):
i = Institution(id="1", org="org", url="http://example.com", username="******", password="******")
c = Client(institution=i)
ic = i.client()
self.assertEqual(c.id, ic.id)
self.assertEqual(c.app_id, ic.app_id)
self.assertEqual(c.app_version, ic.app_version)
self.assertEqual(c.ofx_version, ic.ofx_version)
def testClientDefaultsPreserved(self):
i = Institution(id='1',
org='org',
url='http://example.com',
username='******',
password='******')
c = Client(institution=i)
ic = i.client()
self.assertEqual(c.id, ic.id)
self.assertEqual(c.app_id, ic.app_id)
self.assertEqual(c.app_version, ic.app_version)
self.assertEqual(c.ofx_version, ic.ofx_version)
def testFromConfig3(self):
i = Institution.from_config({
'id': '623',
})
self.assertEquals(i.id,'623')
self.assertEquals(i.username,None)
self.assertEquals(i.description,'Scottrade, Inc.')
def setUp(self):
institution = Institution(id='1',
org='Example',
url='http://example.com',
username='******',
password='******')
self.institution = institution
def testFieldsRemainUnsecure(self):
if not ofxclient.config.KEYRING_AVAILABLE:
return
c = OfxConfig(file_name=self.temp_file.name)
i = Institution(
id='1',
org='org',
url='url',
username='******',
password='******'
)
a = CreditCardAccount(institution=i, number='12345')
c.add_account(a)
# pretend the user put their password in there in the clear on purpose
c.parser.remove_option(a.local_id(), 'institution.password')
c.parser.set(a.local_id(), 'institution.password', 'pass')
c.save()
c = OfxConfig(file_name=self.temp_file.name)
self.assertTrue(
c.parser.is_secure_option(a.local_id(), 'institution.username')
)
self.assertFalse(
c.parser.is_secure_option(a.local_id(), 'institution.password')
)
def testClientSomeOverride(self):
i = Institution(
id="1",
org="org",
url="http://example.com",
username="******",
password="******",
client_args={"app_id": "capp_id"},
)
c = Client(institution=i)
ic = i.client()
self.assertEqual(ic.app_id, "capp_id", "overridden app_id")
self.assertNotEqual(ic.app_id, c.app_id, "overridden app_id")
self.assertEqual(ic.id, c.id, "default id")
self.assertEqual(ic.app_version, c.app_version, "default app version")
self.assertEqual(ic.ofx_version, c.ofx_version, "default ofx version")
def testClientSomeOverride(self):
i = Institution(id='1',
org='org',
url='http://example.com',
username='******',
password='******',
client_args={
'app_id': 'capp_id',
})
c = Client(institution=i)
ic = i.client()
self.assertEqual(ic.app_id, 'capp_id', 'overridden app_id')
self.assertNotEqual(ic.app_id, c.app_id, 'overridden app_id')
self.assertEqual(ic.id, c.id, 'default id')
self.assertEqual(ic.app_version, c.app_version, 'default app version')
self.assertEqual(ic.ofx_version, c.ofx_version, 'default ofx version')
def testFromConfig1(self):
i = Institution.from_config({
'id': '623',
'username': '******',
'description': 'my account'
})
self.assertEquals(i.id,'623')
self.assertEquals(i.username,'bob')
self.assertEquals(i.description,'my account')
def testClientAllOverride(self):
i = Institution(id='1',
org='org',
url='http://example.com',
username='******',
password='******',
client_args={
'id': 'cid',
'app_id': 'capp_id',
'app_version': 'capp_version',
'ofx_version': 'cofx_version'
})
c = i.client()
self.assertEqual(c.id, 'cid')
self.assertEqual(c.app_id, 'capp_id')
self.assertEqual(c.app_version, 'capp_version')
self.assertEqual(c.ofx_version, 'cofx_version')
def testClientAllOverride(self):
i = Institution(
id="1",
org="org",
url="http://example.com",
username="******",
password="******",
client_args={
"id": "cid",
"app_id": "capp_id",
"app_version": "capp_version",
"ofx_version": "cofx_version",
},
)
c = i.client()
self.assertEqual(c.id, "cid")
self.assertEqual(c.app_id, "capp_id")
self.assertEqual(c.app_version, "capp_version")
self.assertEqual(c.ofx_version, "cofx_version")
def listTransactions(kvstore_url, days, fi_id, fi_org, url, ofx_version, domain):
"""
Get SimpleFIN-style list of accounts and transactions.
"""
username = getValue(kvstore_url, 'username', 'Account/Username?')
password = getValue(kvstore_url, 'password', 'Password/PIN?')
inst = Institution(
id=fi_id,
org=fi_org,
url=url,
username=username,
password=password,
client_args={
'ofx_version': ofx_version,
})
accounts = inst.accounts()
return ofxToDict(accounts, days=days,
domain=domain,
id_getter=partial(getID, kvstore_url))
def _init_ofx():
global ACCT
if ACCT is None:
inst = Institution(
id='211371120',
org='DI',
url='https://ofxdi.diginsite.com/cmr/cmr.ofx',
description=u'Cambridge Savings Bank',
username=secrets.OFX_USERNAME,
password=secrets.OFX_PASSWORD,
client_args={
'id': 'eb1c23b1102c4fe78f7e17f9685c3c89',
},
)
for account in inst.accounts():
if account.number_masked() == u'***8059':
ACCT = account
break
else:
print "Couldn't find joint account."
sys.exit(1)
def testAddAccount(self):
c = OfxConfig(file_name=self.temp_file.name)
i = Institution(id='1',
org='org',
url='url',
username='******',
password='******')
a = CreditCardAccount(institution=i, number='12345')
c.add_account(a)
self.assertEqual(len(c.accounts()), 1)
self.assertEqual(c.account(a.local_id()).local_id(), a.local_id())
def add_bank(self,id=None,username=None,password=None):
cherrypy.response.headers['Content-Type'] = 'application/json'
cherrypy.response.status = 200
result = {
'status': 'ok',
'message': ''
}
if id and username and password:
bank = OFXHome.lookup(id)
i = Institution(
id = bank['fid'],
org = bank['org'],
url = bank['url'],
broker_id = bank['brokerid'],
description = bank['name'],
username = username,
password = password
)
try:
i.authenticate()
except Exception as e:
result['status'] = 'error'
result['message'] = 'unable to log into bank with those credentials'
for a in i.accounts():
GlobalConfig.add_account(a)
GlobalConfig.save()
else:
result['status'] = 'error'
result['message'] = 'id, username, and password are all required'
ret = json.dumps(result)
cherrypy.response.body = ret
if result['status'] == 'error':
cherrypy.response.status = 400
return ret
def testFieldsSecured(self):
if not ofxclient.config.KEYRING_AVAILABLE:
return
c = OfxConfig(file_name=self.temp_file.name)
i = Institution(id='1',
org='org',
url='url',
username='******',
password='******')
a = CreditCardAccount(institution=i, number='12345')
c.add_account(a)
self.assertTrue(
c.parser.is_secure_option(a.local_id(), 'institution.username'))
self.assertTrue(
c.parser.is_secure_option(a.local_id(), 'institution.password'))
def testResecuredAfterEncryptAccount(self):
if not ofxclient.config.KEYRING_AVAILABLE:
return
c = OfxConfig(file_name=self.temp_file.name)
i = Institution(
id='1',
org='org',
url='url',
username='******',
password='******'
)
a1 = CreditCardAccount(institution=i, number='12345')
c.add_account(a1)
a2 = CreditCardAccount(institution=i, number='67890')
c.add_account(a2)
# pretend the user put their password in there in the clear on purpose
# to fix something... and then wants it to be resecured later on
c.parser.remove_option(a1.local_id(), 'institution.password')
c.parser.set(a1.local_id(), 'institution.password', 'pass')
c.save()
c = OfxConfig(file_name=self.temp_file.name)
self.assertEqual(len(c.accounts()), 2)
self.assertEqual(len(c.encrypted_accounts()), 1)
self.assertEqual(len(c.unencrypted_accounts()), 1)
self.assertTrue(
c.parser.is_secure_option(a1.local_id(), 'institution.username')
)
self.assertFalse(
c.parser.is_secure_option(a1.local_id(), 'institution.password')
)
c.encrypt_account(a1.local_id())
self.assertEqual(len(c.accounts()), 2)
self.assertEqual(len(c.encrypted_accounts()), 2)
self.assertEqual(len(c.unencrypted_accounts()), 0)
self.assertTrue(
c.parser.is_secure_option(a1.local_id(), 'institution.username')
)
self.assertTrue(
c.parser.is_secure_option(a1.local_id(), 'institution.password')
)
def testLoadFromFile(self):
c = OfxConfig(file_name=self.temp_file.name)
i = Institution(id='1',
org='org',
url='url',
username='******',
password='******')
a = CreditCardAccount(institution=i, number='12345')
c.add_account(a)
c.save()
c = OfxConfig(file_name=self.temp_file.name)
got = c.account(a.local_id())
self.assertEqual(len(c.accounts()), 1)
self.assertEqual(got.local_id(), a.local_id())
self.assertEqual(got.number, a.number)
self.assertEqual(got.institution.local_id(), a.institution.local_id())
self.assertEqual(got.institution.id, a.institution.id)
self.assertEqual(got.institution.org, a.institution.org)
self.assertEqual(got.institution.url, a.institution.url)
self.assertEqual(got.institution.username, a.institution.username)
self.assertEqual(got.institution.password, a.institution.password)
from bottle import *
from ofxclient import Institution
app = Bottle(__name__)
@app.post('/transactions')
def download()
params = json.loads(request.params.dict.keys()[0])
account = params['account']
password = params['password']
days = params['days']
inst = Institution(
id = '54324',
org = 'America First Credit Union',
url = 'https://ofx.americafirst.com',
username = '',
password = ''
)
accounts = inst.accounts()[0]
download = a.download(days=days)
return download
if __name__ == '__main__':
port = int(os.environ.get('PORT', 8000))
debug(mode=True)
logging.basicConfig(level=logging.DEBUG)
app.run(host='0.0.0.0', port=port, reloader=True)
from ofxclient import Institution
inst = Institution(
id='3101',
org='AMEX',
url=
'https://online.americanexpress.com/myca/ofxdl/desktop/desktopDownload.do?request_type=nl_ofxdownload',
username='******',
password='******')
accounts = inst.accounts()
for a in accounts:
# a StringIO wrapped string of the raw OFX download
download = a.download(days=5)
print download.read()
# an ofxparse.Statement object
statement = a.statement(days=5)
print statement.balance
def _get_institution(institution_key):
return Institution(id=config[institution_key]['id'],
org=config[institution_key]['org'],
url=config[institution_key]['url'],
username=config[institution_key]['username'],
password=config[institution_key]['password'])
def testList(self):
settings = Settings.banks()
institutions = Institution.list()
self.assertEquals( len(settings), len(institutions) )