mirror of
https://github.com/aclindsa/ofxgo.git
synced 2024-11-25 12:30:05 -05:00
67 lines
3.3 KiB
Go
67 lines
3.3 KiB
Go
|
/*
|
||
|
|
Package ofxgo seeks to provide a library to make it easier to query and/or
|
||
|
|
parse financial information with OFX from the comfort of Golang, without having
|
||
|
|
to deal with marshalling/unmarshalling the SGML or XML. The library does *not*
|
||
|
|
intend to abstract away all of the details of the OFX specification, which
|
||
|
|
would be very difficult to do well. Instead, it exposes the OFX SGML/XML
|
||
|
|
hierarchy as structs which mostly resemble it. For more information on OFX and
|
||
|
|
to read the specification, see http://ofx.net.
|
||
|
|
|
||
|
|
There are three main top-level objects defined in ofxgo. These are Client,
|
||
|
|
Request, and Response. The Request and Response objects, predictably, contain
|
||
|
|
representations of OFX requests and responses as structs. Client contains
|
||
|
|
settings which control how requests and responses are marshalled and
|
||
|
|
unmarshalled (the OFX version used, client id and version, whether to indent
|
||
|
|
SGML/XML elements), and provides helper methods for making requests and
|
||
|
|
optionally parsing the response using those settings.
|
||
|
|
|
||
|
|
Every Request object contains a SignonRequest element, called Signon. This
|
||
|
|
element contains the username, password (or key), and the ORG and FID fields
|
||
|
|
particular to the financial institution being queried, and an optional ClientUID
|
||
|
|
field (required by some FIs). Likewise, each Response contains a SignonResponse
|
||
|
|
object which contains, among other things, the Status of the request. Any status
|
||
|
|
with a nonzero Code should be inspected for a possible error (using the Severity
|
||
|
|
and Message fields populated by the server, or the CodeMeaning() and
|
||
|
|
CodeConditions() functions which return information about a particular code as
|
||
|
|
specified by the OFX specification).
|
||
|
|
|
||
|
|
Each top-level Request or Response object may contain zero or more Messages,
|
||
|
|
represented by a slice of objects satisfying the Message interface. These
|
||
|
|
messages are grouped by function into message sets, just as the OFX
|
||
|
|
specification groups them. Here is a list of the field names of each of these
|
||
|
|
message sets (each represented by a slices) in the Request/Response objects,
|
||
|
|
along with the concrete types of Messages they may contain:
|
||
|
|
|
||
|
|
Signup:
|
||
|
|
AcctInfoRequest/AcctInfoResponse: A listing of the valid accounts for this login
|
||
|
|
|
||
|
|
Banking:
|
||
|
|
StatementRequest/StatementResponse: The balance (and optionally list of
|
||
|
|
transactions) for a bank account
|
||
|
|
|
||
|
|
CreditCards:
|
||
|
|
CCStatementRequest/CCStatementResponse: The balance (and optionally list of
|
||
|
|
transactions) for a credit card
|
||
|
|
|
||
|
|
Investments:
|
||
|
|
InvStatementRequest/InvStatementResponse: The balance and/or list of
|
||
|
|
transactions for an investment account
|
||
|
|
|
||
|
|
Securities:
|
||
|
|
SecListRequest/SecListResponse: List securities and their prices, etc.
|
||
|
|
SecurityList: The actual list of securities, prices, etc. (even if
|
||
|
|
SecListResponse is present, it doesn't contain the security information). Note
|
||
|
|
that this is frequently returned with an InvStatementResponse, even if
|
||
|
|
SecListRequest wasn't passed to the server.
|
||
|
|
|
||
|
|
Profile:
|
||
|
|
ProfileRequest/ProfileResponse: Determine the server's capabilities (which
|
||
|
|
messages sets it supports, along with individual features)
|
||
|
|
|
||
|
|
|
||
|
|
When constructing a Request, simply append the desired message to the message
|
||
|
|
set it belongs to. For Responses, it is the user's responsibility to make type
|
||
|
|
assertions on objects found inside one of these message sets before using them.
|
||
|
|
*/
|
||
|
|
package ofxgo
|