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 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 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
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
