Class: Yodlee::Connection

Inherits:
Object
  • Object
show all
Defined in:
lib/yodlee/connection.rb

Instance Method Summary collapse

Constructor Details

#initialize(credentials, logger = nil) ⇒ Connection

Returns a new instance of Connection.



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# File 'lib/yodlee/connection.rb', line 3

def initialize(credentials, logger = nil)
  @credentials = credentials
  @logger = logger
  
  @connected = false
  @accounts = nil

  @agent = WWW::Mechanize.new
  @agent.user_agent = 'Mozilla/5.0 (Windows; U; Windows NT 6.0; en-US; rv:1.9.0.5) Gecko/2008120122 Firefox/3.0.5'

  @uris = {}
end

Instance Method Details

#account_info(acct) ⇒ Object 



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# File 'lib/yodlee/connection.rb', line 40

def (acct)
  page = @agent.get(@uris[:accounts])

  link = page.links.detect{|lnk| lnk.href =~ /itemAccountId=#{acct.id}/ } or raise AccountNotFound, "Could not find account in list"
  link.href << "&dateRangeId=-1"
  page = link.click

  doc = Nokogiri::HTML.parse(page.body)

  last_upd, next_upd = doc.at(".accountlinks").text.scan(/Last updated (.*?)\s*\(next scheduled update (.*)\)/).flatten

  # Regular accounts have a heading + div, investments have heading + table
  regular_acct = doc.at("h2[contains('Account Overview')] + div")

   = regular_acct ? (doc) : (doc)
  [:next_update]  = next_upd
  [:last_updated] = last_upd

  csv_page = page.form_with(:name => 'rep').submit
  [:simple_transactions] = csv_page.response['content-type'] =~ /csv/ ? csv_page.body : []

  
end

#accounts ⇒ Object 



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# File 'lib/yodlee/connection.rb', line 16

def accounts
  return @accounts if @accounts
  
  handle_connection!
  
  page = @agent.get(@uris[:accounts])
  doc = Nokogiri::HTML.parse(page.body)

  @accounts = doc.search(".acctbean a").map{|e|
    acct = Account.new(self)

    e['href'].scan(/(\w+Id)=(\d+)/).each do |k,v|
      case k 
        when /itemAccountId/ then acct.id = v
        when /itemId/        then acct.institute_id = v
      end
    end

    acct.institute_name = e.at('strong').text
    acct.name = e.children.last.text.sub(/^\s*-\s*/,'')
    acct
  }
end

#answer_question(page) ⇒ Object 



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# File 'lib/yodlee/connection.rb', line 253

def answer_question(page)
  question = Nokogiri::HTML.parse(page.body).at("label[@for=answer]").text
  log(:debug, question)
  
  begin
    answer = @credentials.answers.detect{|q, a| question =~ /^#{Regexp.escape(q)}/}.last
  rescue 
    raise NoAnswerForQuestion, "No answer found for #{question}"
  end

  f = page.form_with(:name => 'loginForm')
  f['answer'] = answer

  @agent.submit(f)
end

#check_expectation(page) ⇒ Object 



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# File 'lib/yodlee/connection.rb', line 269

def check_expectation(page)
  d = Nokogiri::HTML.parse(page.body)
  node = d.at("dl > dt[contains('Secret Phrase')] + dd .caption")

  if node
    if @credentials.expectation == node.previous.text.strip
      return page
    else
      raise ExpectationMismatch, "Expectation found, but was incorrect"
    end
  else
    raise ExpectationNotFound, "Didn't find expectation"
  end
end

#connected? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'lib/yodlee/connection.rb', line 236

def connected?
  @connected
end

#handle_connection! ⇒ Object 



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# File 'lib/yodlee/connection.rb', line 221

def handle_connection!
   unless connected?
end

#investment_account_info(doc) ⇒ Object 



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# File 'lib/yodlee/connection.rb', line 74

def (doc)
   = {}
  [:holdings] = [] # TODO
  [:current_balance] = 
    doc.search("h2[contains('Account Overview')] + table tr[last()] td[last()]").text
  
end

#log(level, msg) ⇒ Object 



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# File 'lib/yodlee/connection.rb', line 240

def log(level, msg)
  @logger.__send__(level, question) if @logger
end

#login ⇒ Object 



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# File 'lib/yodlee/connection.rb', line 225

def 
  @connected = false
  page = nil

  %w(provide_username answer_question check_expectation provide_password).each do |m|
    page = send(*[m, page].compact)
  end
  
  @connected = true
end

#provide_password(page) ⇒ Object 



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# File 'lib/yodlee/connection.rb', line 284

def provide_password(page)
  f = page.form_with(:name => 'loginForm')
  f['password'] = @credentials.password
  page = @agent.submit(f)

  # ack javascript disabled
  f = page.form_with(:name => 'updateForm')
  page = @agent.submit(f)

  link = page.links.detect { |lnk| lnk.attributes["id"] == "ACCOUNT_BALANCE" }

  @uris[:accounts] = link.href.to_s << "&filter_id=-1"
end

#provide_username ⇒ Object

login scrapers



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# File 'lib/yodlee/connection.rb', line 246

def provide_username
  p = @agent.get 'https://moneycenter.yodlee.com/'
  f = p.form_with(:name => 'loginForm')
  f['loginName'] = @credentials.username
  @agent.submit(f)
end

#regular_account_info(doc) ⇒ Object 



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# File 'lib/yodlee/connection.rb', line 64

def (doc)
  info_block = doc.at("h2[contains('Account Overview')] + div")

  Hash[*info_block.search("dt").
      zip(info_block.search("dt+dd")).
      map{|a,b|[a.text.gsub(/\W/,'').underscore.to_sym, b.text]}.
      flatten
  ]
end

#transactions(acct) ⇒ Object

This method returns each transaction as an object, based on the underyling javascript structures used to build the transactions as displayed in the Yodlee UI. These objects are able to access more information than the CSV Yodlee provides, such as the finanical institute’s transaction id, useful for tracking duplicates.

Calling this method requires Johnson to be installed, otherwise an exception is raised.



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# File 'lib/yodlee/connection.rb', line 88

def transactions(acct)
  unless Object.const_defined? "Johnson"
    raise "Johnson not found. Install the johnson gem, or use simple_transactions instead." 
  end

  post_headers = {
    "c0-scriptName"=>"TxnService", 
    "c0-methodName"=>"searchTransactions", 
    "c0-id"=>"#{rand(5000)}_#{Time.now.to_i}#{Time.now.usec / 1000}}", 
    "c0-e1"=>"number:10000004", 
    "c0-e2"=>"string:17CBE222A42161A3FF450E47CF4C1A00", 
    "c0-e3"=>"null:null", 
    "c0-e4"=>"number:1", 
    "c0-e5"=>"boolean:false", 
    "c0-e6"=>"string:#{acct.id}", 
    "c0-e7"=>"string:-1", 
    "c0-e8"=>"null:null", 
    "c0-e9"=>"string:-1", 
    "c0-e10"=>"null:null", 
    "c0-e11"=>"null:null", 
    "c0-e12"=>"null:null",
    "c0-e13"=>"string:-1", 
    "c0-e14"=>"null:null", 
    "c0-e15"=>"number:-1", 
    "c0-e16"=>"number:-1", 
    "c0-e17"=>"boolean:false", 
    "c0-e18"=>"Boolean:false", 
    "c0-e19"=>"boolean:false", 
    "c0-e20"=>"Boolean:false", 
    "c0-e21"=>"string:", 
    "c0-e22"=>"string:", 
    "c0-e23"=>"Boolean:false", 
    "c0-e24"=>"Boolean:false", 
    "c0-e25"=>"boolean:false", 
    "c0-e26"=>"Number:0", 
    "c0-e27"=>"string:0", 
    "c0-e28"=>"null:null", 
    "c0-e29"=>"null:null", 
    "c0-e30"=>"string:allTransactions", 
    "c0-e31"=>"string:InProgressAndCleared", 
    "c0-e32"=>"number:999", 
    "c0-e33"=>"string:", 
    "c0-e34"=>"null:null", 
    "c0-e35"=>"null:null", 
    "c0-e36"=>"string:", 
    "c0-e37"=>"null:null", 
    "c0-e38"=>"string:ALL", 
    "c0-e39"=>"string:false", 
    "c0-e40"=>"string:0.0", 
    "c0-e41"=>"string:0.0", 

    "c0-param0"=>"Object:{
       cobrandId:reference:c0-e1,
       applicationId:reference:c0-e2,
       csit:reference:c0-e3,
       loggingLevel:reference:c0-e4,
       loggingEnabled:reference:c0-e5}", 

    "c0-param1"=>"Object:{
      itemAccountId:reference:c0-e6,
      categoryId:reference:c0-e7,
      categoryLevelId:reference:c0-e8,
      dateRangeId:reference:c0-e9,
      fromDate:reference:c0-e10,
      toDate:reference:c0-e11,
      groupBy:reference:c0-e12,
      groupAccountId:reference:c0-e13,
      filterTranasctions:reference:c0-e14,
      transactionTypeId:reference:c0-e15,
      transactionStatusId:reference:c0-e16,
      ignorePendingTransactions:reference:c0-e17,
      includeBusinessExpense:reference:c0-e18,
      includeTransfer:reference:c0-e19,
      includeReimbursableExpense:refrence:c0-e20,
      fromDate1:reference:c0-e21,
      toDate1:reference:c0-e22,
      includeMedicalExpense:reference:c0-e23,
      includeTaxDeductible:reference:c0-e24,
      includePersonalExpense:reference:c0-e25,
      transactionAmount:reference:c0-e26,
      transactionAmountRange:reference:c0-e27,
      billStatementRange:reference:c0-e28,
      criteria:reference:c0-e29,
      module:reference:c0-e30,
      transactionType:reference:c0-e31,
      pageSize:reference:c0-e32,
      sharedMemId:reference:c0-e33,
      overRideDateRangeId:reference:c0-e34,
      overRideContainer:referencec0-e35,
      searchString:reference:c0-e36,
      pageId:reference:c0-e37,
      splitTypeTransaction:reference:c0-e38,
      isAvailableBalance:reference:c0-e39,
      currentBalance:reference:c0-e40,
      availableBalance:reference:c0-e41}",

    "c0-param2"=>"boolean:false", 

    "callCount"=>"1", 
    "xml"=>"true", 
  }
  page = @agent.post(
    'https://moneycenter.yodlee.com/moneycenter/dwr/exec/TxnService.searchTransactions.dwr',
    post_headers
  )

  j = Johnson::Runtime.new

  # Remove the last line (a call to DWREngine), and execute
  j.evaluate page.body.strip.sub(/\n[^\n]+\Z/m, '')

  if x = j['s0']
    transactions = x.transactions.map do |e|
      transaction = Yodlee::Transaction.new
      transaction. = e.accountName
      transaction.currency = e.amount.cobCurrencyCode
      transaction.amount = e.amount.cobPreciseAmount
      transaction.description = e.description
      transaction. = e.itemAccountId
      transaction.fit_id = e.transactionId
      transaction.status = e['type']['type']

      # Re-parse in order to get a real Time, not a Johnson::SpiderMonkey::RubyLandProxy.
      transaction.date = Time.parse(e.date.to_s)
      transaction
    end

    return transactions
  end

  return []
end