Merge pull request #14 from levanto-financial/acct-management

Account and refresh management
levanto-financial · Mar 9, 2016 · 46f9542 · 46f9542
2 parents a03fdcb + 33b4acc
commit 46f9542
Show file tree

Hide file tree

Showing 4 changed files with 146 additions and 27 deletions.
diff --git a/README.md b/README.md
@@ -139,12 +139,12 @@ end
 - [ ] **post** - /{cobrandName}/v1/user/samlLogin
 - [x] **post** - /{cobrandName}/v1/user/logout
 - [x] **post** - /{cobrandName}/v1/user/login
-- [ ] **get** - /{cobrandName}/v1/accounts/{accountId}
+- [x] **get** - /{cobrandName}/v1/accounts/{accountId}
 - [ ] **post** - /{cobrandName}/v1/accounts/{accountId}
-- [ ] **delete** - /{cobrandName}/v1/accounts/{accountId}
+- [x] **delete** - /{cobrandName}/v1/accounts/{accountId}
 - [ ] **get** - /{cobrandName}/v1/accounts/investmentPlan/investmentOptions
 - [ ] **get** - /{cobrandName}/v1/accounts/historicalBalances
-- [ ] **get** - /{cobrandName}/v1/accounts
+- [x] **get** - /{cobrandName}/v1/accounts
 - [ ] **get** - /{cobrandName}/v1/holdings/holdingTypeList
 - [ ] **get** - /{cobrandName}/v1/holdings/assetClassificationList
 - [ ] **get** - /{cobrandName}/v1/holdings
@@ -166,9 +166,9 @@ end
 - [ ] **get** - /{cobrandName}/v1/statements
 - [ ] **get** - /{cobrandName}/v1/derived/holdingSummary
 - [ ] **get** - /{cobrandName}/v1/derived/networth
-- [ ] **post** - /{cobrandName}/v1/refresh
-- [ ] **get** - /{cobrandName}/v1/refresh
-- [ ] **get** - /{cobrandName}/v1/refresh/{providerAccountId}
+- [x] **post** - /{cobrandName}/v1/refresh
+- [x] **get** - /{cobrandName}/v1/refresh
+- [x] **get** - /{cobrandName}/v1/refresh/{providerAccountId}
 
 ## Installation
 
@@ -177,7 +177,7 @@ If [available in Hex](https://hex.pm/docs/publish), the package can be installed
   1. Add yodlee to your list of dependencies in `mix.exs`:
 
         def deps do
-          [{:yodlee, "~> 0.1.3"}]
+          [{:yodlee, "~> 0.1.4"}]
         end
 
   2. Ensure yodlee is started before your application:

diff --git a/lib/yodlee/account.ex b/lib/yodlee/account.ex
@@ -0,0 +1,35 @@
+defmodule Yodlee.Account do
+
+  def delete(creds, account_id, cobrand_name \\ Yodlee.default_cobrand_name) do
+    Yodlee.make_authenticated_request(creds, "delete", "#{cobrand_name}/v1/accounts/#{account_id}")
+  end
+
+  def delete!(creds, account_id, cobrand_name \\ Yodlee.default_cobrand_name) do
+    Yodlee.throw_on_fail fn ->
+      delete(creds, account_id, cobrand_name)
+    end
+  end
+
+  def get(creds, account_id, container_name, cobrand_name \\ Yodlee.default_cobrand_name) do
+    Yodlee.make_authenticated_request(creds, "get", "#{cobrand_name}/v1/accounts/#{account_id}", %{
+      "container" => container_name
+    })
+  end
+
+  def get!(creds, account_id, container_name, cobrand_name \\ Yodlee.default_cobrand_name) do
+    Yodlee.throw_on_fail fn ->
+      get(creds, account_id, container_name, cobrand_name)
+    end
+  end
+
+  def search(creds, params, cobrand_name \\ Yodlee.default_cobrand_name) do
+    Yodlee.make_authenticated_request(creds, "get", "#{cobrand_name}/v1/accounts", params)
+  end
+
+  def search!(creds, params, cobrand_name \\ Yodlee.default_cobrand_name) do
+    Yodlee.throw_on_fail fn ->
+      search(creds, params, cobrand_name)
+    end
+  end
+
+end
diff --git a/lib/yodlee/refresh.ex b/lib/yodlee/refresh.ex
@@ -0,0 +1,29 @@
+defmodule Yodlee.Refresh do
+
+  def begin(creds, account_ids, cobrand_name \\ Yodlee.default_cobrand_name) do
+    ids_param = cond do
+      is_list(account_ids) -> Enum.join(account_ids, ",")
+      true -> Enum.join([account_ids], ",")
+    end
+    Yodlee.make_authenticated_request(creds, "post", "#{cobrand_name}/v1/refresh", %{
+      "accountIds" => ids_param
+    })
+  end
+
+  def begin!(creds, account_ids, cobrand_name \\ Yodlee.default_cobrand_name) do
+    Yodlee.throw_on_fail fn ->
+      begin(creds, account_ids, cobrand_name)
+    end
+  end
+
+  def get_pending_account_status(creds, provider_account_id, cobrand_name \\ Yodlee.default_cobrand_name) do
+    Yodlee.make_authenticated_request(creds, "get", "#{cobrand_name}/v1/refresh/#{provider_account_id}")
+  end
+
+  def get_pending_account_status!(creds, provider_account_id, cobrand_name \\ Yodlee.default_cobrand_name) do
+    Yodlee.throw_on_fail fn ->
+      get_pending_account_status(creds, provider_account_id, cobrand_name)
+    end
+  end
+
+end
diff --git a/test/provider_test.exs b/test/provider_test.exs
@@ -3,6 +3,20 @@ defmodule Yodlee.ProviderTest do
 
   doctest Yodlee.Provider
 
+
+  def finish_refresh(creds, provider_acct_id) do
+    refresh_result = Yodlee.Refresh.get_pending_account_status! creds, provider_acct_id
+    case refresh_result["refreshInfo"]["statusCode"] do
+      801 ->
+        :timer.sleep(2000)
+        finish_refresh(creds, provider_acct_id)
+      0 ->
+        assert refresh_result["refreshInfo"]["statusCode"] == 0
+        assert refresh_result["refreshInfo"]["refreshStatus"] == "LOGIN_SUCCESS"
+        refresh_result
+    end
+  end
+
   test "Provider search", c do
     creds = c[:creds]
     results = Yodlee.Provider.search! creds, "PNC"
@@ -21,29 +35,70 @@ defmodule Yodlee.ProviderTest do
     assert hd(provider_info["provider"])["id"] == 16441
   end
 
-  test "create user account for provider", c do
+  test "create user account for provider, get information about it, and delete it", c do
     creds = c[:creds]
-    form_params = %{"provider" => [%{"baseUrl" => "http://64.14.28.129/dag/index.do",
-     "containerNames" => ["creditCard", "insurance", "tax", "reward", "bill",
-      "bank", "loan", "investment"],
-     "favicon" => "https://moneycenter.ydlstatic.com/fastlink/appscenter/siteImage.fastlink.do?access_type=APPS_CENTER_PRODUCTION&siteId=16441&imageType=FAVICON",
-     "forgetPasswordUrl" => "http://64.14.28.129/dag/index.do", "id" => 16441,
-     "lastModified" => "2016-03-03T10:16:08Z",
-     "loginForm" => %{"forgetPasswordURL" => "http://64.14.28.129/dag/index.do",
-       "formType" => "login", "id" => 16103,
-       "row" => [%{"field" => [%{"id" => 65499, "isOptional" => false,
-             "name" => "LOGIN", "type" => "text", "value" => "MyLogin123",
-             "valueEditable" => true}], "fieldRowChoice" => "0001",
-          "form" => "0001", "id" => 150862, "label" => "Catalog"},
-        %{"field" => [%{"id" => 65500, "isOptional" => false,
-             "name" => "PASSWORD", "type" => "password", "value" => "12oy1odbj12B",
-             "valueEditable" => true}], "fieldRowChoice" => "0002",
-          "form" => "0001", "id" => 150863, "label" => "Password"}]},
-     "loginUrl" => "http://64.14.28.129/dag/index.do",
-     "logo" => "https://moneycenter.ydlstatic.com/fastlink/appscenter/siteImage.fastlink.do?access_type=APPS_CENTER_PRODUCTION&siteId=16441&imageType=LOGO",
-     "name" => "Dag Site", "oAuthSite" => false, "status" => "Supported"}]}
+    form_params = %{"provider": [%{
+      "id": 16441,
+      "name": "Dag Site",
+      "loginUrl": "http://192.168.210.152:9090/dag/index.do",
+      "baseUrl": "http://www.bakerboyer.com/index.cfm?id=105",
+      "status": "Supported",
+      "oAuthSite": false,
+      "lastModified": "2015-06-17T16:46:32Z",
+      "forgetPasswordUrl": "http://192.168.210.152:9090/dag/index.do",
+      "loginForm": %{
+        "id": 16103,
+        "forgetPasswordURL": "http://192.168.210.152:9090/dag/index.do",
+        "formType": "login",
+        "row": [
+         %{
+          "id": 150862,
+          "label": "Catalog",
+          "form": "0001",
+          "fieldRowChoice": "0001",
+          "field": [
+           %{
+            "id": 65499,
+            "name": "LOGIN",
+            "type": "text",
+            "value": "DAPI.site16441.7",
+            "isOptional": false,
+            "valueEditable": true
+           }
+          ]
+         },
+         %{
+          "id": 150863,
+          "label": "Password",
+          "form": "0001",
+          "fieldRowChoice": "0002",
+          "field": [
+           %{
+            "id": 65500,
+            "name": "PASSWORD",
+            "type": "password",
+            "value": "site16441.7",
+            "isOptional": false,
+            "valueEditable": true
+           }
+          ]
+         }
+        ]
+      }
+     }
+    ]}
 
     provider_info = Yodlee.Provider.create_account! creds, 16441, form_params
     assert provider_info["providerAccountId"]
+    provider_acct_id = provider_info["providerAccountId"]
+
+    finish_refresh(creds, provider_acct_id)
+
+    acct_info = Yodlee.Account.search! creds, %{"container" => "bank", "providerAccountId" => provider_acct_id}
+
+    assert acct_info
+    IO.inspect acct_info
+
+    # {:ok, _} = Yodlee.Account.delete creds, acct_id
   end
 end