def login_check_menu(bank_info):
while 1:
username = ''
while not username:
username = prompt('username> ')
password = ''
while not password:
password = getpass.getpass('password> ')
i = Institution(id=bank_info['fid'],
org=bank_info['org'],
url=bank_info['url'],
broker_id=bank_info['brokerid'],
description=bank_info['name'],
username=username,
password=password)
try:
i.authenticate()
except Exception, e:
print "authentication failed: %s" % e
continue
accounts = i.accounts()
for a in accounts:
GlobalConfig.add_account(a)
GlobalConfig.save()
return 1
def login_check_menu(bank_info):
while 1:
username = ''
while not username:
username = prompt('username> ')
password = ''
while not password:
password = getpass.getpass('password> ')
i = Institution(
id=bank_info['fid'],
org=bank_info['org'],
url=bank_info['url'],
broker_id=bank_info['brokerid'],
description=bank_info['name'],
username=username,
password=password
)
try:
i.authenticate()
except Exception as e:
print("authentication failed: %s" % e)
raise
continue
accounts = i.accounts()
for a in accounts:
GlobalConfig.add_account(a)
GlobalConfig.save()
return 1
def login_check_menu(bank_info, args):
print('------')
print('Notice')
print('------')
print('You are about to test to make sure your username and password')
print('are correct. This means you will be sending it to the URL below.')
print('If the URL does not appear to belong to your bank then you should')
print('exit this program by hitting CTRL-C.')
print(' bank name: %s' % (bank_info['name']))
print(' bank url: %s' % (bank_info['url']))
print('------')
while 1:
username = ''
while not username:
username = prompt('username> ')
password = ''
prompt_text = 'password> '
if os.name == 'nt' and sys.version_info < (3, 0):
prompt_text = prompt_text.encode('utf8')
while not password:
password = getpass.getpass(prompt=prompt_text)
i = Institution(id=bank_info['fid'],
org=bank_info['org'],
url=bank_info['url'],
broker_id=bank_info['brokerid'],
description=bank_info['name'],
username=username,
password=password,
client_args=client_args_for_bank(
bank_info, args.ofx_version))
try:
i.authenticate()
except Exception as e:
print("authentication failed: %s" % e)
continue
print('Sleeping')
time.sleep(2)
accounts = i.accounts()
for a in accounts:
GlobalConfig.add_account(a)
GlobalConfig.save()
return 1
def login_check_menu(bank_info, args):
print('------')
print('Notice')
print('------')
print('You are about to test to make sure your username and password')
print('are correct. This means you will be sending it to the URL below.')
print('If the URL does not appear to belong to your bank then you should')
print('exit this program by hitting CTRL-C.')
print(' bank name: %s' % (bank_info['name']))
print(' bank url: %s' % (bank_info['url']))
print('------')
while 1:
username = ''
while not username:
username = prompt('username> ')
password = ''
prompt_text = 'password> '
if os.name == 'nt' and sys.version_info < (3, 0):
prompt_text = prompt_text.encode('utf8')
while not password:
password = getpass.getpass(prompt=prompt_text)
i = Institution(
id=bank_info['fid'],
org=bank_info['org'],
url=bank_info['url'],
broker_id=bank_info['brokerid'],
description=bank_info['name'],
username=username,
password=password,
client_args=client_args_for_bank(bank_info, args.ofx_version)
)
try:
i.authenticate()
except Exception as e:
print("authentication failed: %s" % e)
continue
accounts = i.accounts()
for a in accounts:
GlobalConfig.add_account(a)
GlobalConfig.save()
return 1
def login_check_menu(bank_info, args):
print("------")
print("Notice")
print("------")
print("You are about to test to make sure your username and password")
print("are correct. This means you will be sending it to the URL below.")
print("If the URL does not appear to belong to your bank then you should")
print("exit this program by hitting CTRL-C.")
print(" bank name: %s" % (bank_info["name"]))
print(" bank url: %s" % (bank_info["url"]))
print("------")
while 1:
username = ""
while not username:
username = prompt("username> ")
password = ""
prompt_text = "password> "
if os.name == "nt" and sys.version_info < (3, 0):
prompt_text = prompt_text.encode("utf8")
while not password:
password = getpass.getpass(prompt=prompt_text)
i = Institution(
id=bank_info["fid"],
org=bank_info["org"],
url=bank_info["url"],
broker_id=bank_info["brokerid"],
description=bank_info["name"],
username=username,
password=password,
client_args={ofx_version: args.ofx_version},
)
try:
i.authenticate()
except Exception as e:
print("authentication failed: %s" % e)
continue
accounts = i.accounts()
for a in accounts:
GlobalConfig.add_account(a)
GlobalConfig.save()
return 1
def login_check_menu(bank_info):
print('------')
print('Notice')
print('------')
print('You are about to test to make sure your username and password')
print('are correct. This means you will be sending it to the URL below.')
print('If the URL does not appear to belong to your bank then you should')
print('exit this program by hitting CTRL-C.')
print(' bank name: %s' % (bank_info['name']))
print(' bank url: %s' % (bank_info['url']))
print('------')
while 1:
username = ''
while not username:
username = prompt('username> ')
password = ''
while not password:
password = getpass.getpass('password> ')
i = Institution(id=bank_info['fid'],
org=bank_info['org'],
url=bank_info['url'],
broker_id=bank_info['brokerid'],
description=bank_info['name'],
username=username,
password=password)
try:
i.authenticate()
except Exception as e:
print("authentication failed: %s" % e)
continue
accounts = i.accounts()
for a in accounts:
GlobalConfig.add_account(a)
GlobalConfig.save()
return 1
def deserialize(raw):
"""Instantiate :py:class:`ofxclient.Account` subclass from dictionary
:param raw: serilized Account
:param type: dict as given by :py:meth:`~ofxclient.Account.serialize`
:rtype: subclass of :py:class:`ofxclient.Account`
"""
from ofxclient.institution import Institution
institution = Institution.deserialize(raw['institution'])
del raw['institution']
del raw['local_id']
if 'broker_id' in raw:
a = BrokerageAccount(institution=institution, **raw)
elif 'routing_number' in raw:
a = BankAccount(institution=institution, **raw)
else:
a = CreditCardAccount(institution=institution, **raw)
return a
def deserialize(raw):
"""Instantiate :py:class:`ofxclient.Account` subclass from dictionary
:param raw: serilized Account
:param type: dict as given by :py:meth:`~ofxclient.Account.serialize`
:rtype: subclass of :py:class:`ofxclient.Account`
"""
from ofxclient.institution import Institution
institution = Institution.deserialize(raw['institution'])
del raw['institution']
del raw['local_id']
if 'broker_id' in raw:
a = BrokerageAccount(institution=institution, **raw)
elif 'routing_number' in raw:
a = BankAccount(institution=institution, **raw)
else:
a = CreditCardAccount(institution=institution, **raw)
return a
def lambda_func(event, context=None):
beginf = time.time()
query = event['body']
gettimes = []
cmdtimes = []
result = {}
if not event['headers'].has_key('Authorization'):
result['error'] = "Missing Auth Header"
return result
token_header_parts = event['headers']['Authorization'].split(" ")
if len(token_header_parts) != 2 or token_header_parts[0] != "Bearer":
result['error'] = "Malformed Auth Header"
return result
token_string = token_header_parts[1]
headers = jwt.get_unverified_headers(token_string)
kid = headers['kid']
key_index = -1
for i in range(len(JWT_KEYS)):
if kid == JWT_KEYS[i]['kid']:
key_index = i
break
if key_index == -1:
result['error'] = 'Public key not found'
return result
try:
decode = jwt.decode(token_string,
JWT_KEYS[key_index],
algorithms=['RS256'],
issuer=JWT_ISSUER)
except:
result['error'] = "Not Authorized"
return result
if query['query'] == 'getfile':
filename = os.path.split(query['filename'])[-1]
if filename.startswith('online'):
begin = time.time()
result['contents'] = get_file_from_s3(filename, query["creds"])
end = time.time()
gettimes.append(end - begin)
else:
result['error'] = "Filenames must begin with online"
elif query['query'] == 'savefile':
filename = os.path.split(query['filename'])[-1]
if filename.startswith('online'):
try:
save_file_to_s3(filename, query['contents'], query["creds"])
result['success'] = True
except:
result['success'] = False
else:
result['error'] = "Filenames must begin with online"
elif query['query'] == 'report':
command = None
if query.has_key('name'):
reportType = None
historical = "auto"
if query.has_key('historical'):
historical = query['historical']
if query['name'] == "accounts":
command = ["hledger", "-I", "-f", "-", "accounts"]
reportType = "accounts"
elif query['name'] == "budget":
command = ["hledger", "-I", "-f", "-", "accounts"]
reportType = "budget"
else:
if query['name'] == "balance":
command = [
"hledger", "-f", "-", "balance", "--tree", "-O", "csv"
]
reportType = "balance"
if historical == "includehistorical":
command.append('-H')
historical = None
elif query['name'] == "register" or query[
'name'] == "budgetregister" or query[
'name'] == "combinedregister":
if query['name'] == "combinedregister":
command = [
"hledger", "-I", "-f", "-", "register", "-O", "csv"
]
else:
command = [
"hledger", "-f", "-", "register", "-O", "csv"
]
if historical == "auto" or historical == "includehistorical":
command.append('-H')
historical = None
reportType = query['name']
if command and query.has_key('time'):
command.append('-p')
command.append(query['time'])
if command and query.has_key('timeperiod'):
if query['timeperiod'] in [
'monthly', 'weekly', 'yearly', 'quarterly', 'daily'
]:
command.append('--' + query['timeperiod'])
if command and query.has_key('accounts'):
parts = query['accounts'].split('_')
if len(parts) > 1 and parts[1]:
command.append('^' + parts[1])
if historical == "auto" and (
(parts[1].startswith('Assets:')
or parts[1].startswith('Liabailities:'))):
command.append('-H')
else:
if parts[0] == "expenses":
command.append('^Expenses:')
elif parts[0] == "income":
command.append('^Income:')
elif parts[0] == "incomeexpenses":
command.append('^Income:|^Expenses:')
elif parts[0] == "assets":
command.append('^Assets:')
if historical == "auto":
command.append('-H')
elif parts[0] == "assetssummary":
command.append('^Assets:')
command.append('--depth')
command.append('2')
if historical == "auto":
command.append('-H')
elif parts[0] == "liabilities":
command.append('^Liabilities:')
if historical == "auto":
command.append('-H')
elif parts[0] == "assetsliabilities":
command.append('^Assets:|^Liabilities:')
if historical == "auto":
command.append('-H')
if command:
if reportType == "budget" or reportType == "accounts" or reportType == "combinedregister":
begin = time.time()
defaultledger = get_file_from_s3("online.ledger",
query["creds"])
end = time.time()
gettimes.append(end - begin)
begin = time.time()
budgetledger = get_file_from_s3("onlinebudget.ledger",
query["creds"])
end = time.time()
gettimes.append(end - begin)
begin = time.time()
output, errors = subprocess.Popen(
command,
stdin=subprocess.PIPE,
stdout=subprocess.PIPE,
stderr=subprocess.PIPE,
env=launch_env).communicate(defaultledger + os.linesep +
budgetledger)
end = time.time()
cmdtimes.append(end - begin)
elif reportType == "budgetregister":
begin = time.time()
budgetledger = get_file_from_s3("onlinebudget.ledger",
query["creds"])
end = time.time()
gettimes.append(end - begin)
begin = time.time()
output, errors = subprocess.Popen(
command,
stdin=subprocess.PIPE,
stdout=subprocess.PIPE,
stderr=subprocess.PIPE,
env=launch_env).communicate(budgetledger)
end = time.time()
cmdtimes.append(end - begin)
else:
begin = time.time()
defaultledger = get_file_from_s3("online.ledger",
query["creds"])
end = time.time()
gettimes.append(end - begin)
begin = time.time()
output, errors = subprocess.Popen(
command,
stdin=subprocess.PIPE,
stdout=subprocess.PIPE,
stderr=subprocess.PIPE,
env=launch_env).communicate(defaultledger)
end = time.time()
cmdtimes.append(end - begin)
if errors:
result["error"] = "Report failed: " + errors
else:
try:
items = []
if reportType == "accounts":
result = {"result": output.splitlines()}
elif reportType == "budget":
allaccounts = output.splitlines()
transactionfilter = '^' + '$|^'.join(
filter(
lambda aname: aname.find("Off-Budget") < 0 and
not aname.startswith("Expenses:") and not aname
.startswith("Income:") and not aname.
startswith("Equity:"), allaccounts)) + '$'
# Filter and get rid of asset accounts that are part of the budget
allaccounts = filter(
lambda aname: aname.find("Off-Budget") >= 0 or
not aname.startswith("Assets:"), allaccounts)
command = [
"hledger", "-I", "-f", "-", "print",
transactionfilter
]
begin = time.time()
filteredledger, errors = subprocess.Popen(
command,
stdin=subprocess.PIPE,
stdout=subprocess.PIPE,
stderr=subprocess.PIPE,
env=launch_env).communicate(defaultledger)
end = time.time()
cmdtimes.append(end - begin)
# Budget report involves 3 reports with various inputs
command = [
"hledger", "-I", "-f", "-", "balance", "--tree",
"-O", "csv", "-E", "-p",
query.get('time', ['thismonth'])
]
if query.has_key(
'budgetperiod') and query['budgetperiod'] in [
'monthly', 'weekly', 'yearly', 'quarterly',
'daily'
]:
command.append('--' + query['budgetperiod'])
else:
command.append('--monthly')
begin = time.time()
budgetoutput, errors = subprocess.Popen(
command,
stdin=subprocess.PIPE,
stdout=subprocess.PIPE,
stderr=subprocess.PIPE,
env=launch_env).communicate(budgetledger)
end = time.time()
cmdtimes.append(end - begin)
if errors:
result["error"] = "Budget report failed: " + errors
else:
command = [
"hledger", "-f", "-", "balance", "--tree",
"-O", "csv", "-E", "-p",
query.get('time', ['thismonth'])
]
if query.has_key(
'timeperiod') and query['timeperiod'] in [
'monthly', 'weekly', 'yearly',
'quarterly', 'daily'
]:
command.append('--' + query['timeperiod'])
else:
command.append('--monthly')
begin = time.time()
spendingoutput, errors = subprocess.Popen(
command,
stdin=subprocess.PIPE,
stdout=subprocess.PIPE,
stderr=subprocess.PIPE,
env=launch_env).communicate(filteredledger)
end = time.time()
cmdtimes.append(end - begin)
if errors:
result[
"error"] = "Budget spending report failed: " + errors
else:
command = [
"hledger", "-I", "-f", "-", "balance",
"--tree", "-O", "csv", "-E", "-H", "-p",
query.get('time', ['thismonth'])
]
if query.has_key('timeperiod'
) and query['timeperiod'] in [
'monthly', 'weekly',
'yearly', 'quarterly',
'daily'
]:
command.append('--' + query['timeperiod'])
else:
command.append('--monthly')
begin = time.time()
balanceoutput, errors = subprocess.Popen(
command,
stdin=subprocess.PIPE,
stdout=subprocess.PIPE,
stderr=subprocess.PIPE,
env=launch_env).communicate(
filteredledger + os.linesep +
budgetledger)
end = time.time()
cmdtimes.append(end - begin)
if errors:
result[
"error"] = "Budget balance report failed: " + errors
else:
budgetitems = {}
spendingitems = {}
balanceitems = {}
reader = csv.DictReader(
StringIO.StringIO(budgetoutput))
budgetcolumns = []
reportcolumns = []
columns = []
foundbudgetkeys = False
foundspendingkeys = False
foundbalancekeys = False
for row in reader:
if row['Account'] != "total":
if not foundbudgetkeys:
for col in row.keys():
fixedcol = fix_column_name(
col)
if fixedcol[0].isdigit(
) and fixedcol not in budgetcolumns:
budgetcolumns.append(
fixedcol)
columns.append(
(fixedcol, 0,
"Budget " +
fixedcol, col))
foundbudgetkeys = True
budgetitems[row['Account']] = row
reader = csv.DictReader(
StringIO.StringIO(spendingoutput))
for row in reader:
if row['Account'] != "total":
if not foundspendingkeys:
for col in row.keys():
fixedcol = fix_column_name(
col)
if fixedcol[0].isdigit(
) and fixedcol not in reportcolumns:
reportcolumns.append(
fixedcol)
columns.append(
(fixedcol, 1,
"Actual " +
fixedcol, col))
columns.append(
(fixedcol, 2,
"Balance " +
fixedcol, col))
foundspendingkeys = True
spendingitems[row['Account']] = row
reader = csv.DictReader(
StringIO.StringIO(balanceoutput))
for row in reader:
if row['Account'] != "total":
if not foundbalancekeys:
for col in row.keys():
fixedcol = fix_column_name(
col)
if col[0].isdigit(
) and fixedcol not in reportcolumns:
reportcolumns.append(
fixedcol)
columns.append(
(fixedcol, 1,
"Actual " +
fixedcol, col))
columns.append(
(fixedcol, 2,
"Balance " +
fixedcol, col))
foundbalancekeys = True
balanceitems[row['Account']] = row
# Now assemble header row
header = ['account']
columns.sort()
firstbudget = -1
firstbudgetidx = 0
for col, order, colname, lookupcol in columns:
if firstbudget < 0:
if order == 0:
firstbudget = firstbudgetidx
else:
firstbudgetidx += 1
continue
header.append(colname)
if firstbudgetidx >= 0:
columns = columns[firstbudgetidx:]
# Now assemble report rows
totals = {'account': 'Total'}
for acct in allaccounts:
if budgetitems.has_key(
acct) or spendingitems.has_key(
acct
) or balanceitems.has_key(
acct):
row = {'account': acct}
for col, order, colname, lookupcol in columns:
if order == 0: # Budget column
if budgetitems.has_key(
acct
) and budgetitems[
acct].has_key(
lookupcol):
row[colname] = negateamount(
budgetitems[acct]
[lookupcol])
else:
row[colname] = "0"
elif order == 1: # Actual column
if spendingitems.has_key(
acct
) and spendingitems[
acct].has_key(
lookupcol):
row[colname] = negateamount(
spendingitems[acct]
[lookupcol])
else:
row[colname] = "0"
elif order == 2: # Balance column
if balanceitems.has_key(
acct
) and balanceitems[
acct].has_key(
lookupcol):
row[colname] = negateamount(
balanceitems[acct]
[lookupcol])
else:
row[colname] = "0"
aggregate_total(
totals, colname,
row[colname])
keeprow = False
if row['account'].startswith(
'Expenses:'
) or row['account'].startswith(
'Income:'
) or row['account'].startswith(
'Assets:'):
keeprow = True
for colname in row.keys():
if colname != 'account' and row[
colname] != '0':
keeprow = True
if keeprow:
items.append(row)
items.append(totals)
result["headers"] = header
result["result"] = items
else:
reader = csv.DictReader(StringIO.StringIO(output))
for row in reader:
if reportType == "budgetregister" or reportType == "combinedregister":
for k in row.keys():
if k != "txnidx" and k != "date" and k != "description" and k != "account":
row[k] = negateamount(row[k])
items.append(row)
result["headers"] = reader.fieldnames
result["result"] = items
except:
result[
"error"] = "Report failed to produce readable results"
else:
result["error"] = "Bad report parameters"
elif query['query'] == 'validate':
options = ["-I"]
if query.has_key('assertions') and query['assertions']:
options = []
command = ["hledger", "-f", "-"] + options + ["print"]
ledger = query['contents']
begin = time.time()
validateoutput, errors = subprocess.Popen(
command,
stdin=subprocess.PIPE,
stdout=subprocess.PIPE,
stderr=subprocess.PIPE,
env=launch_env).communicate(ledger)
end = time.time()
cmdtimes.append(end - begin)
if validateoutput:
result["output"] = validateoutput
if errors:
result["error"] = errors
elif query['query'] == 'parseofx':
ofxdata = query['contents']
parser = OfxParser.parse(StringIO.StringIO(ofxdata))
convdate = lambda d: ("%0.4d/%0.2d/%0.2d" % (d.year, d.month, d.day)
) if d is not None and hasattr(d, 'year'
) else None
strifnotnone = lambda s: str(s) if s is not None else s
result["ofxaccounts"] = [{
"fid":
getattr(account.institution, "fid", None),
"organization":
getattr(account.institution, "organization", None),
"account_id":
getattr(account, "account_id", None),
"number":
getattr(account, "number", None),
"routing_number":
getattr(account, "routing_number", None),
"type":
getattr(account, "type", None),
"account_type":
getattr(account, "account_type", None),
"statement": {
"available_balance":
strifnotnone(
getattr(account.statement, "available_balance", None)),
"available_balance_date":
convdate(
getattr(account.statement, "available_balance_date",
None)),
"balance":
strifnotnone(getattr(account.statement, "balance", None)),
"balance_date":
convdate(getattr(account.statement, "balance_date", None)),
"start_date":
convdate(getattr(account.statement, "start_date", None)),
"end_date":
convdate(getattr(account.statement, "end_date", None)),
"currency":
getattr(account.statement, "currency", None),
"transactions": [{
"amount": strifnotnone(txn.amount),
"checknum": getattr(txn, "checknum", None),
"date": convdate(getattr(txn, "date", None)),
"id": getattr(txn, "id", None),
"mcc": getattr(txn, "mcc", None),
"memo": getattr(txn, "memo", None),
"payee": getattr(txn, "payee", None),
"sic": getattr(txn, "sic", None),
"type": getattr(txn, "type", None)
} for txn in account.statement.transactions]
}
} for account in parser.accounts]
elif query['query'] == 'downloadofx':
try:
# config = ConfigParser.ConfigParser()
# config.readfp(StringIO.StringIO(query['ofxconfig']))
# ofxclient.config.unflatten_dict(dict(config.items(config.sections()[0])))
# acct = ofxclient.account.Account.deserialize(ofxclient.config.unflatten_dict(dict(config.items(config.sections()[0]))))
acct = ofxclient.account.Account.deserialize(query['ofxconfig'])
dat = acct.download()
result["contents"] = dat.read()
except Exception as ex:
result["error"] = str(ex)
elif query['query'] == 'searchofxhome':
try:
result["result"] = list(OFXHome.search(query['search']))
except Exception as ex:
result["error"] = str(ex)
elif query['query'] == 'getofxaccounts':
try:
version = DEFAULT_OFX_VERSION
if query.has_key('ofx_version'):
version = int(query['ofx_version'])
bank_info = OFXHome.lookup(query['ofxhomeid'])
if bank_info:
i = Institution(id=bank_info['fid'],
org=bank_info['org'],
url=bank_info['url'],
broker_id=bank_info['brokerid'],
description=bank_info['name'],
username=query['username'],
password=query['password'],
client_args=ofxclient.cli.client_args_for_bank(
bank_info, version))
failed = False
try:
i.authenticate()
except Exception as ex:
failed = True
result["error"] = "Authentication failed: " + str(ex)
if not failed:
accts = i.accounts()
result["result"] = [acct.serialize() for acct in accts]
else:
result["error"] = "Could not find bank"
except Exception as ex:
result["error"] = "Failure: " + str(ex)
else:
result["error"] = "Bad query"
endf = time.time()
result["log"] = {
"totaltime": (endf - beginf),
"gettimes": gettimes,
"cmdtimes": cmdtimes
}
return result