Add automated setting detection command

cmd/ofx/detect_settings.go

@@ -0,0 +1,162 @@
+package main
+
+import (
+	"flag"
+	"fmt"
+	"github.com/aclindsa/ofxgo"
+	"os"
+	"time"
+)
+
+var detectSettingsCommand = Command{
+	Name:        "detect-settings",
+	Description: "Attempt to guess client settings needed for a particular financial institution",
+	Flags:       flag.NewFlagSet("detect-settings", flag.ExitOnError),
+	CheckFlags:  checkServerFlags,
+	Do:          detectSettings,
+}
+
+var delay uint64
+
+func init() {
+	detectSettingsCommand.Flags.StringVar(&serverURL, "url", "", "Financial institution's OFX Server URL (see ofxhome.com if you don't know it)")
+	detectSettingsCommand.Flags.StringVar(&username, "username", "", "Your username at financial institution")
+	detectSettingsCommand.Flags.StringVar(&password, "password", "", "Your password at financial institution")
+	detectSettingsCommand.Flags.StringVar(&org, "org", "", "'ORG' for your financial institution")
+	detectSettingsCommand.Flags.StringVar(&fid, "fid", "", "'FID' for your financial institution")
+	detectSettingsCommand.Flags.Uint64Var(&delay, "delay", 500, "How long to delay between two subsequent requests, in milliseconds")
+}
+
+// We keep a separate list of APPIDs to preserve the ordering (ordering isn't
+// guaranteed in maps). We want to try them in order from 'best' and most
+// likely to work to 'worse' and least likely to work
+var appIds = []string{
+	"OFXGO", // ofxgo (this library)
+	"QWIN",  // Intuit Quicken Windows
+	"QMOFX", // Intuit Quicken Mac
+	"QB",    // Intuit QuickBooks Windows
+	"Money", // Microsoft Money 2007
+}
+
+var appVersions = map[string][]string{
+	"OFXGO": []string{ // ofxgo (this library)
+		"0001",
+	},
+	"QWIN": []string{ // Intuit Quicken Windows
+		"2400", // 2015
+		"2300", // 2014
+		"2200", // 2013
+		"2100", // 2012
+		"2000", // 2011
+		"1900", // 2010
+		"1800", // 2009
+		"1700", // 2008
+		"1600", // 2007
+		"1500", // 2006
+		"1400", // 2005
+	},
+	"QMOFX": []string{ // Intuit Quicken Mac
+		"1700", // 2008
+		"1600", // 2007
+		"1500", // 2006
+		"1400", // 2005
+	},
+	"QB": []string{ // Intuit QuickBooks Windows
+		"1800", // 2008
+		"1700", // 2007
+		"1600", // 2006
+		"1500", // 2005
+	},
+	"Money": []string{ // Microsoft Money 2007
+		"1600", // 2007
+		"1500", // 2006
+		"1400", // 2005
+		"1200", // 2004
+		"1100", // 2003
+	},
+}
+
+var versions = []string{
+	"203",
+	"103",
+	"200",
+	"201",
+	"202",
+	"210",
+	"211",
+	"102",
+	"151",
+	"160",
+	"220",
+}
+
+func detectSettings() {
+	var attempts uint
+	for _, appId := range appIds {
+		for _, appVer := range appVersions[appId] {
+			for _, version := range versions {
+				for _, noIndent := range []bool{false, true} {
+					if tryProfile(appId, appVer, version, noIndent) {
+						fmt.Println("The following settings were found to work:")
+						fmt.Printf("AppId: %s\n", appId)
+						fmt.Printf("AppVer: %s\n", appVer)
+						fmt.Printf("OFX Version: %s\n", version)
+						fmt.Printf("noindent: %t\n", noIndent)
+						os.Exit(0)
+					} else {
+						attempts += 1
+						var noIndentString string
+						if noIndent {
+							noIndentString = " noindent"
+						}
+						fmt.Printf("Attempt %d failed (%s %s %s%s), trying again after %dms...\n", attempts, appId, appVer, version, noIndentString, delay)
+						time.Sleep(time.Duration(delay) * time.Millisecond)
+					}
+				}
+			}
+		}
+	}
+}
+
+const anonymous = "anonymous00000000000000000000000"
+
+func tryProfile(appId, appVer, version string, noindent bool) bool {
+	var client = ofxgo.Client{
+		AppId:       appId,
+		AppVer:      appVer,
+		SpecVersion: version,
+		NoIndent:    noindent,
+	}
+
+	var query ofxgo.Request
+	query.URL = serverURL
+	query.Signon.ClientUID = ofxgo.UID(clientUID)
+	query.Signon.UserId = ofxgo.String(username)
+	query.Signon.UserPass = ofxgo.String(password)
+	query.Signon.Org = ofxgo.String(org)
+	query.Signon.Fid = ofxgo.String(fid)
+
+	uid, err := ofxgo.RandomUID()
+	if err != nil {
+		fmt.Println("Error creating uid for transaction:", err)
+		os.Exit(1)
+	}
+
+	profileRequest := ofxgo.ProfileRequest{
+		TrnUID:   *uid,
+		DtProfUp: ofxgo.Date(time.Unix(0, 0)),
+	}
+	query.Profile = append(query.Profile, &profileRequest)
+
+	_, err = client.Request(&query)
+	if err == nil {
+		return true
+	}
+
+	// try again with anonymous logins
+	query.Signon.UserId = ofxgo.String(anonymous)
+	query.Signon.UserPass = ofxgo.String(anonymous)
+
+	_, err = client.Request(&query)
+	return err == nil
+}

cmd/ofx/main.go

@@ -14,6 +14,7 @@ var commands = []Command{
 	bankTransactionsCommand,
 	ccTransactionsCommand,
 	invTransactionsCommand,
+	detectSettingsCommand,
 }
 
 func usage() {