mirror of
https://github.com/aclindsa/moneygo.git
synced 2025-07-01 12:08:37 -04:00
Add direct OFX imports
This commit is contained in:
193
imports.go
193
imports.go
@ -1,37 +1,29 @@
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package main
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import (
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"encoding/json"
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"github.com/aclindsa/ofxgo"
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"io"
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"log"
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"math/big"
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"net/http"
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"strings"
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"time"
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)
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/*
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* Assumes the User is a valid, signed-in user, but accountid has not yet been validated
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*/
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func AccountImportHandler(w http.ResponseWriter, r *http.Request, user *User, accountid int64, importtype string) {
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//TODO branch off for different importtype's
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type OFXDownload struct {
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OFXPassword string
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StartDate time.Time
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EndDate time.Time
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}
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multipartReader, err := r.MultipartReader()
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if err != nil {
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WriteError(w, 3 /*Invalid Request*/)
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return
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}
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func (od *OFXDownload) Read(json_str string) error {
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dec := json.NewDecoder(strings.NewReader(json_str))
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return dec.Decode(od)
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}
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// assume there is only one 'part'
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part, err := multipartReader.NextPart()
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if err != nil {
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if err == io.EOF {
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WriteError(w, 3 /*Invalid Request*/)
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} else {
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WriteError(w, 999 /*Internal Error*/)
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log.Print(err)
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}
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return
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}
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itl, err := ImportOFX(part)
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func ofxImportHelper(r io.Reader, w http.ResponseWriter, user *User, accountid int64) {
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itl, err := ImportOFX(r)
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if err != nil {
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//TODO is this necessarily an invalid request (what if it was an error on our end)?
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@ -86,14 +78,17 @@ func AccountImportHandler(w http.ResponseWriter, r *http.Request, user *User, ac
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// SecurityIds to the actual SecurityIDs
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var securitymap = make(map[int64]*Security)
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for _, ofxsecurity := range itl.Securities {
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security, err := ImportGetCreateSecurity(sqltransaction, user, &ofxsecurity)
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// save off since ImportGetCreateSecurity overwrites SecurityId on
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// ofxsecurity
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oldsecurityid := ofxsecurity.SecurityId
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security, err := ImportGetCreateSecurity(sqltransaction, user.UserId, &ofxsecurity)
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if err != nil {
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sqltransaction.Rollback()
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WriteError(w, 999 /*Internal Error*/)
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log.Print(err)
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return
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}
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securitymap[ofxsecurity.SecurityId] = security
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securitymap[oldsecurityid] = security
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}
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if account.SecurityId != securitymap[importedAccount.SecurityId].SecurityId {
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@ -236,3 +231,151 @@ func AccountImportHandler(w http.ResponseWriter, r *http.Request, user *User, ac
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WriteSuccess(w)
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}
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func OFXImportHandler(w http.ResponseWriter, r *http.Request, user *User, accountid int64) {
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download_json := r.PostFormValue("ofxdownload")
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if download_json == "" {
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log.Print("download_json")
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WriteError(w, 3 /*Invalid Request*/)
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return
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}
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var ofxdownload OFXDownload
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err := ofxdownload.Read(download_json)
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if err != nil {
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log.Print("ofxdownload.Read")
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WriteError(w, 3 /*Invalid Request*/)
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return
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}
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account, err := GetAccount(accountid, user.UserId)
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if err != nil {
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log.Print("GetAccount")
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WriteError(w, 3 /*Invalid Request*/)
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return
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}
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ofxver := ofxgo.OfxVersion203
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if len(account.OFXVersion) != 0 {
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ofxver, err = ofxgo.NewOfxVersion(account.OFXVersion)
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if err != nil {
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log.Print("NewOfxVersion")
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WriteError(w, 3 /*Invalid Request*/)
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return
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}
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}
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var client = ofxgo.Client{
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AppID: account.OFXAppID,
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AppVer: account.OFXAppVer,
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SpecVersion: ofxver,
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NoIndent: account.OFXNoIndent,
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}
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var query ofxgo.Request
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query.URL = account.OFXURL
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query.Signon.ClientUID = ofxgo.UID(account.OFXClientUID)
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query.Signon.UserID = ofxgo.String(account.OFXUser)
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query.Signon.UserPass = ofxgo.String(ofxdownload.OFXPassword)
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query.Signon.Org = ofxgo.String(account.OFXORG)
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query.Signon.Fid = ofxgo.String(account.OFXFID)
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transactionuid, err := ofxgo.RandomUID()
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if err != nil {
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WriteError(w, 999 /*Internal Error*/)
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log.Println("Error creating uid for transaction:", err)
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return
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}
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if account.Type == Investment {
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// Investment account
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statementRequest := ofxgo.InvStatementRequest{
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TrnUID: *transactionuid,
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InvAcctFrom: ofxgo.InvAcct{
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BrokerID: ofxgo.String(account.OFXBankID),
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AcctID: ofxgo.String(account.OFXAcctID),
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},
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Include: true,
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IncludeOO: true,
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IncludePos: true,
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IncludeBalance: true,
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Include401K: true,
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Include401KBal: true,
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}
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query.InvStmt = append(query.InvStmt, &statementRequest)
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} else if account.OFXAcctType == "CC" {
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// Import credit card transactions
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statementRequest := ofxgo.CCStatementRequest{
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TrnUID: *transactionuid,
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CCAcctFrom: ofxgo.CCAcct{
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AcctID: ofxgo.String(account.OFXAcctID),
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},
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Include: true,
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}
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query.CreditCard = append(query.CreditCard, &statementRequest)
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} else {
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// Import generic bank transactions
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acctTypeEnum, err := ofxgo.NewAcctType(account.OFXAcctType)
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if err != nil {
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WriteError(w, 3 /*Invalid Request*/)
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return
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}
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statementRequest := ofxgo.StatementRequest{
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TrnUID: *transactionuid,
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BankAcctFrom: ofxgo.BankAcct{
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BankID: ofxgo.String(account.OFXBankID),
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AcctID: ofxgo.String(account.OFXAcctID),
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AcctType: acctTypeEnum,
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},
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Include: true,
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}
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query.Bank = append(query.Bank, &statementRequest)
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}
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response, err := client.RequestNoParse(&query)
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if err != nil {
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// TODO this could be an error talking with the OFX server...
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WriteError(w, 3 /*Invalid Request*/)
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return
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}
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defer response.Body.Close()
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ofxImportHelper(response.Body, w, user, accountid)
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}
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func OFXFileImportHandler(w http.ResponseWriter, r *http.Request, user *User, accountid int64) {
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multipartReader, err := r.MultipartReader()
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if err != nil {
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WriteError(w, 3 /*Invalid Request*/)
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return
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}
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// assume there is only one 'part'
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part, err := multipartReader.NextPart()
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if err != nil {
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if err == io.EOF {
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WriteError(w, 3 /*Invalid Request*/)
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} else {
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WriteError(w, 999 /*Internal Error*/)
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log.Print(err)
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}
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return
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}
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ofxImportHelper(part, w, user, accountid)
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}
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/*
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* Assumes the User is a valid, signed-in user, but accountid has not yet been validated
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*/
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func AccountImportHandler(w http.ResponseWriter, r *http.Request, user *User, accountid int64, importtype string) {
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switch importtype {
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case "ofx":
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OFXImportHandler(w, r, user, accountid)
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case "ofxfile":
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OFXFileImportHandler(w, r, user, accountid)
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default:
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WriteError(w, 3 /*Invalid Request*/)
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}
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}
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