Class: MoneyKit::TransactionsApi

Inherits:
Object
  • Object
show all
Defined in:
lib/moneykit/api/transactions_api.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(api_client = ApiClient.default) ⇒ TransactionsApi

Returns a new instance of TransactionsApi.



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# File 'lib/moneykit/api/transactions_api.rb', line 19

def initialize(api_client = ApiClient.default)
  @api_client = api_client
end

Instance Attribute Details

#api_client ⇒ Object

Returns the value of attribute api_client.



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# File 'lib/moneykit/api/transactions_api.rb', line 17

def api_client
  @api_client
end

Instance Method Details

#get_transactions(id, opts = {}) ⇒ GetTransactionsResponse

/links/id/transactions Returns transactions for the accounts associated with a <a href=#tag/Links>link</a>. Results are paginated, and returned in reverse chronological order. <p>Note that this endpoint does not trigger a fetch of transactions from the institution; it merely returns transactions that have already been fetched, either because ‘prefetch` was requested when the link was created, or because of scheduled or on-demand updates. <p>MoneyKit checks for updated account data, including transactions, periodically throughout the day, but the update frequency can vary, depending on the downstream data provider, the institution, and whether one or both provide webhook-based updates. **To force a check for updated transactions, you can use the <a href=#operation/refresh_products>/products</a> endpoint.** <p>If you have requested prefetch or an on-demand update, you should check the `refreshed_at` date for this product in the returned response, and compare that against the previous `refreshed_at` date, which you can get from any previous response for this or any other account or link request. If the refreshed_at date has not increased, then updated data is not yet available.

Parameters:

  • id (String) —

    The unique ID for this link.

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :account_ids (Array<String>) —

    An optional list of account IDs to filter the results.

  • :start_date (Date) —

    The earliest date for which data should be returned, formatted as YYYY-MM-DD.

  • :end_date (Date) —

    The latest date for which data should be returned, formatted as YYYY-MM-DD.

  • :page (Integer) —

    The page number to return. (default to 1)

  • :size (Integer) —

    The number of items to return per page. (default to 50)

Returns:



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# File 'lib/moneykit/api/transactions_api.rb', line 32

def get_transactions(id, opts = {})
  data, _status_code, _headers = get_transactions_with_http_info(id, opts)
  data
end

#get_transactions_sync(id, opts = {}) ⇒ TransactionSyncResponse

/links/id/transactions/sync Provides a paginated feed of transactions, grouped into ‘created`, `updated`, and `removed` lists. <p>Each call will also return a `cursor.next` value. In subsequent calls, include that value to receive only changes that have occurred since the previous call. Note that these lists are unordered, so it is possible to get transactions with dates that precede those you’ve fetched in previous calls to this endpoint. Older transactions can be added, for example, when historical data becomes accessible later. <p>Pending transactions will only be reported as ‘created`. Pending transactions are completely removed and replaced with each transaction refresh or update; no attempt is made to track their removal or modification. Pending transactions will not be reported in the `removed` list. If you store pending transactions, you should remove and replace them entirely each time you fetch new transactions. <p>Large numbers of transactions will be paginated, and the `has_more` field will be true. You should continue calling this endpoint with each new `cursor.next` value until `has_more` is false. <p>Note that this endpoint does not trigger a fetch of transactions from the institution; it merely returns transactions that have already been fetched, either because `prefetch` was requested when the link was created, or because of scheduled or on-demand updates. <p>MoneyKit checks for updated account data, including transactions, periodically throughout the day, but the update frequency can vary, depending on the downstream data provider, the institution, and whether one or both provide webhook-based updates. **To force a check for updated transactions, you can use the <a href=#operation/refresh_products>/products</a> endpoint.** <p>Note also that the `transactions.updates_available` webhook will alert you when new data is available.

Parameters:

  • id (String) —

    The unique ID for this link.

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :cursor (String) —

    A cursor value representing the last update requested. If included, the response will only return changes after this update. If omitted, a complete history of updates will be returned. This value must be stored by the client as we do not keep track of app cursors.

  • :size (Integer) —

    The number of items to return. (default to 50)

Returns:



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# File 'lib/moneykit/api/transactions_api.rb', line 119

def get_transactions_sync(id, opts = {})
  data, _status_code, _headers = get_transactions_sync_with_http_info(id, opts)
  data
end

#get_transactions_sync_with_http_info(id, opts = {}) ⇒ Array<(TransactionSyncResponse, Integer, Hash)>

/links/id/transactions/sync Provides a paginated feed of transactions, grouped into &#x60;created&#x60;, &#x60;updated&#x60;, and &#x60;removed&#x60; lists. &lt;p&gt;Each call will also return a &#x60;cursor.next&#x60; value. In subsequent calls, include that value to receive only changes that have occurred since the previous call. Note that these lists are unordered, so it is possible to get transactions with dates that precede those you&#39;ve fetched in previous calls to this endpoint. Older transactions can be added, for example, when historical data becomes accessible later. &lt;p&gt;Pending transactions will only be reported as &#x60;created&#x60;. Pending transactions are completely removed and replaced with each transaction refresh or update; no attempt is made to track their removal or modification. Pending transactions will not be reported in the &#x60;removed&#x60; list. If you store pending transactions, you should remove and replace them entirely each time you fetch new transactions. &lt;p&gt;Large numbers of transactions will be paginated, and the &#x60;has_more&#x60; field will be true. You should continue calling this endpoint with each new &#x60;cursor.next&#x60; value until &#x60;has_more&#x60; is false. &lt;p&gt;Note that this endpoint does not trigger a fetch of transactions from the institution; it merely returns transactions that have already been fetched, either because &#x60;prefetch&#x60; was requested when the link was created, or because of scheduled or on-demand updates. &lt;p&gt;MoneyKit checks for updated account data, including transactions, periodically throughout the day, but the update frequency can vary, depending on the downstream data provider, the institution, and whether one or both provide webhook-based updates. **To force a check for updated transactions, you can use the &lt;a href&#x3D;#operation/refresh_products&gt;/products&lt;/a&gt; endpoint.** &lt;p&gt;Note also that the &#x60;transactions.updates_available&#x60; webhook will alert you when new data is available.

Parameters:

  • id (String) —

    The unique ID for this link.

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :cursor (String) —

    A cursor value representing the last update requested. If included, the response will only return changes after this update. If omitted, a complete history of updates will be returned. This value must be stored by the client as we do not keep track of app cursors.

  • :size (Integer) —

    The number of items to return. (default to 50)

Returns:

  • (Array<(TransactionSyncResponse, Integer, Hash)>) —

    TransactionSyncResponse data, response status code and response headers



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# File 'lib/moneykit/api/transactions_api.rb', line 131

def get_transactions_sync_with_http_info(id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: TransactionsApi.get_transactions_sync ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling TransactionsApi.get_transactions_sync"
  end
  if @api_client.config.client_side_validation && !opts[:'size'].nil? && opts[:'size'] > 500
    fail ArgumentError, 'invalid value for "opts[:"size"]" when calling TransactionsApi.get_transactions_sync, must be smaller than or equal to 500.'
  end

  if @api_client.config.client_side_validation && !opts[:'size'].nil? && opts[:'size'] < 1
    fail ArgumentError, 'invalid value for "opts[:"size"]" when calling TransactionsApi.get_transactions_sync, must be greater than or equal to 1.'
  end

  # resource path
  local_var_path = '/links/{id}/transactions/sync'.sub('{' + 'id' + '}', CGI.escape(id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}
  query_params[:'cursor'] = opts[:'cursor'] if !opts[:'cursor'].nil?
  query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type] || 'TransactionSyncResponse'

  # auth_names
  auth_names = opts[:debug_auth_names] || ['OAuth2ClientCredentials']

  new_options = opts.merge(
    :operation => :"TransactionsApi.get_transactions_sync",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: TransactionsApi#get_transactions_sync\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_transactions_with_http_info(id, opts = {}) ⇒ Array<(GetTransactionsResponse, Integer, Hash)>

/links/id/transactions Returns transactions for the accounts associated with a &lt;a href&#x3D;#tag/Links&gt;link&lt;/a&gt;. Results are paginated, and returned in reverse chronological order. &lt;p&gt;Note that this endpoint does not trigger a fetch of transactions from the institution; it merely returns transactions that have already been fetched, either because &#x60;prefetch&#x60; was requested when the link was created, or because of scheduled or on-demand updates. &lt;p&gt;MoneyKit checks for updated account data, including transactions, periodically throughout the day, but the update frequency can vary, depending on the downstream data provider, the institution, and whether one or both provide webhook-based updates. **To force a check for updated transactions, you can use the &lt;a href&#x3D;#operation/refresh_products&gt;/products&lt;/a&gt; endpoint.** &lt;p&gt;If you have requested prefetch or an on-demand update, you should check the &#x60;refreshed_at&#x60; date for this product in the returned response, and compare that against the previous &#x60;refreshed_at&#x60; date, which you can get from any previous response for this or any other account or link request. If the refreshed_at date has not increased, then updated data is not yet available.

Parameters:

  • id (String) —

    The unique ID for this link.

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :account_ids (Array<String>) —

    An optional list of account IDs to filter the results.

  • :start_date (Date) —

    The earliest date for which data should be returned, formatted as YYYY-MM-DD.

  • :end_date (Date) —

    The latest date for which data should be returned, formatted as YYYY-MM-DD.

  • :page (Integer) —

    The page number to return. (default to 1)

  • :size (Integer) —

    The number of items to return per page. (default to 50)

Returns:

  • (Array<(GetTransactionsResponse, Integer, Hash)>) —

    GetTransactionsResponse data, response status code and response headers



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# File 'lib/moneykit/api/transactions_api.rb', line 47

def get_transactions_with_http_info(id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: TransactionsApi.get_transactions ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling TransactionsApi.get_transactions"
  end
  if @api_client.config.client_side_validation && !opts[:'page'].nil? && opts[:'page'] < 1
    fail ArgumentError, 'invalid value for "opts[:"page"]" when calling TransactionsApi.get_transactions, must be greater than or equal to 1.'
  end

  if @api_client.config.client_side_validation && !opts[:'size'].nil? && opts[:'size'] > 500
    fail ArgumentError, 'invalid value for "opts[:"size"]" when calling TransactionsApi.get_transactions, must be smaller than or equal to 500.'
  end

  if @api_client.config.client_side_validation && !opts[:'size'].nil? && opts[:'size'] < 1
    fail ArgumentError, 'invalid value for "opts[:"size"]" when calling TransactionsApi.get_transactions, must be greater than or equal to 1.'
  end

  # resource path
  local_var_path = '/links/{id}/transactions'.sub('{' + 'id' + '}', CGI.escape(id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}
  query_params[:'account_ids'] = @api_client.build_collection_param(opts[:'account_ids'], :multi) if !opts[:'account_ids'].nil?
  query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
  query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
  query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
  query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type] || 'GetTransactionsResponse'

  # auth_names
  auth_names = opts[:debug_auth_names] || ['OAuth2ClientCredentials']

  new_options = opts.merge(
    :operation => :"TransactionsApi.get_transactions",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: TransactionsApi#get_transactions\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_user_transactions(id, opts = {}) ⇒ GetUserTransactionsResponse

/users/id/transactions Fetches transactions for a <a href=#operation/get_user_accounts>user</a>. <p>This endpoint fetches all transactions for a user across all of their links. You can use it to retrieve transactions from any or all accounts at once, regardless of which institution they belong to.

Parameters:

  • id (String) —

    The unique ID for this user. This is the same ID provided in the call to &lt;a href&#x3D;/api/operation/create_link_session#customer_user-id&gt;link-session&lt;/a&gt; to create any link for this user.

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :transaction_type (Array<TransactionTypeFilter>)
  • :category (Array<String>)
  • :account_id (Array<String>) —

    If present, filters results to transactions in accounts matching the given IDs.

  • :institution_id (Array<String>) —

    If present, filters results to transactions at institutions matching the given IDs.

  • :page (Integer) —

    The page number to return. (default to 1)

  • :size (Integer) —

    The number of items to return per page. (default to 50)

  • :start_date (Date) —

    The earliest date for which data should be returned, formatted as YYYY-MM-DD.

  • :end_date (Date) —

    The latest date for which data should be returned, formatted as YYYY-MM-DD.

Returns:



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# File 'lib/moneykit/api/transactions_api.rb', line 202

def get_user_transactions(id, opts = {})
  data, _status_code, _headers = get_user_transactions_with_http_info(id, opts)
  data
end

#get_user_transactions_with_http_info(id, opts = {}) ⇒ Array<(GetUserTransactionsResponse, Integer, Hash)>

/users/id/transactions Fetches transactions for a &lt;a href&#x3D;#operation/get_user_accounts&gt;user&lt;/a&gt;. &lt;p&gt;This endpoint fetches all transactions for a user across all of their links. You can use it to retrieve transactions from any or all accounts at once, regardless of which institution they belong to.

Parameters:

  • id (String) —

    The unique ID for this user. This is the same ID provided in the call to &lt;a href&#x3D;/api/operation/create_link_session#customer_user-id&gt;link-session&lt;/a&gt; to create any link for this user.

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :transaction_type (Array<TransactionTypeFilter>)
  • :category (Array<String>)
  • :account_id (Array<String>) —

    If present, filters results to transactions in accounts matching the given IDs.

  • :institution_id (Array<String>) —

    If present, filters results to transactions at institutions matching the given IDs.

  • :page (Integer) —

    The page number to return. (default to 1)

  • :size (Integer) —

    The number of items to return per page. (default to 50)

  • :start_date (Date) —

    The earliest date for which data should be returned, formatted as YYYY-MM-DD.

  • :end_date (Date) —

    The latest date for which data should be returned, formatted as YYYY-MM-DD.

Returns:

  • (Array<(GetUserTransactionsResponse, Integer, Hash)>) —

    GetUserTransactionsResponse data, response status code and response headers



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# File 'lib/moneykit/api/transactions_api.rb', line 220

def get_user_transactions_with_http_info(id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug 'Calling API: TransactionsApi.get_user_transactions ...'
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling TransactionsApi.get_user_transactions"
  end
  if @api_client.config.client_side_validation && !opts[:'page'].nil? && opts[:'page'] < 1
    fail ArgumentError, 'invalid value for "opts[:"page"]" when calling TransactionsApi.get_user_transactions, must be greater than or equal to 1.'
  end

  if @api_client.config.client_side_validation && !opts[:'size'].nil? && opts[:'size'] > 500
    fail ArgumentError, 'invalid value for "opts[:"size"]" when calling TransactionsApi.get_user_transactions, must be smaller than or equal to 500.'
  end

  if @api_client.config.client_side_validation && !opts[:'size'].nil? && opts[:'size'] < 1
    fail ArgumentError, 'invalid value for "opts[:"size"]" when calling TransactionsApi.get_user_transactions, must be greater than or equal to 1.'
  end

  # resource path
  local_var_path = '/users/{id}/transactions'.sub('{' + 'id' + '}', CGI.escape(id.to_s))

  # query parameters
  query_params = opts[:query_params] || {}
  query_params[:'transaction_type'] = @api_client.build_collection_param(opts[:'transaction_type'], :multi) if !opts[:'transaction_type'].nil?
  query_params[:'category'] = @api_client.build_collection_param(opts[:'category'], :multi) if !opts[:'category'].nil?
  query_params[:'account_id'] = @api_client.build_collection_param(opts[:'account_id'], :multi) if !opts[:'account_id'].nil?
  query_params[:'institution_id'] = @api_client.build_collection_param(opts[:'institution_id'], :multi) if !opts[:'institution_id'].nil?
  query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil?
  query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil?
  query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
  query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?

  # header parameters
  header_params = opts[:header_params] || {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = opts[:form_params] || {}

  # http body (model)
  post_body = opts[:debug_body]

  # return_type
  return_type = opts[:debug_return_type] || 'GetUserTransactionsResponse'

  # auth_names
  auth_names = opts[:debug_auth_names] || ['OAuth2ClientCredentials']

  new_options = opts.merge(
    :operation => :"TransactionsApi.get_user_transactions",
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => return_type
  )

  data, status_code, headers = @api_client.call_api(:GET, local_var_path, new_options)
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: TransactionsApi#get_user_transactions\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end