/* 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 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 represent OFX requests and responses as Golang 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 tags, etc.), 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, sorted into named slices by message set, just as the OFX specification groups them. Here are the supported types of Request/Response objects (along with the name of the slice of Messages they belong to in parentheses): Requests: var r AcctInfoRequest // (Signup) Request a list of the valid accounts // for this user var r CCStatementRequest // (CreditCard) Request the balance (and optionally // list of transactions) for a credit card var r StatementRequest // (Bank) Request the balance (and optionally list // of transactions) for a bank account var r InvStatementRequest // (InvStmt) Request balance, transactions, // existing positions, and/or open orders for an // investment account var r SecListRequest // (SecList) Request securities details and prices var r ProfileRequest // (Prof) Request the server's capabilities (which // messages sets it supports, along with features) Responses: var r AcctInfoResponse // (Signup) List of the valid accounts for this // user var r CCStatementResponse // (CreditCard) The balance (and optionally list of // transactions) for a credit card var r StatementResponse // (Bank) The balance (and optionally list of // transactions) for a bank account var r InvStatementResponse // (InvStmt) The balance, transactions, existing // positions, and/or open orders for an // investment account var r SecListResponse // (SecList) Returned as a result of // SecListRequest, but only contains request // status var r SecurityList // (SecList) The actual list of securities, prices, // etc. (sent as a result of SecListRequest or // InvStatementRequest) var r ProfileResponse // (Prof) Describes the server's capabilities 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. For example, the following code would request a bank statement for a checking account and print the balance: import ( "fmt" "os" ) var client Client // By not initializing them, we accept all default // client values var request Request // These are all specific to you and your financial institution request.URL = "https://ofx.example.com" request.Signon.UserID = String("john") request.Signon.UserPass = String("hunter2") request.Signon.Org = String("MyBank") request.Signon.Fid = String("0001") uid, err := RandomUID() if err != nil { fmt.Println("Error creating uid for transaction:", err) os.Exit(1) } statementRequest := StatementRequest{ TrnUID: *uid, BankAcctFrom: BankAcct{ BankID: String("123456789"), AcctID: String("11111111111"), AcctType: AcctTypeChecking, }, } request.Bank = append(request.Bank, &statementRequest) response, err := client.Request(request) if err != nil { fmt.Println("Error requesting account statement:", err) os.Exit(1) } if response.Signon.Status.Code != 0 { meaning, _ := response.Signon.Status.CodeMeaning() fmt.Printf("Nonzero signon status (%d: %s) with message: %s\n", response.Signon.Status.Code, meaning, response.Signon.Status.Message) os.Exit(1) } if len(response.Bank) < 1 { fmt.Println("No banking messages received") } else if stmt, ok := response.Bank[0].(*StatementResponse); ok { fmt.Printf("Balance: %s %s (as of %s)\n", stmt.BalAmt, stmt.CurDef, stmt.DtAsOf) } More usage examples may be found in the example command-line client provided with this library, in the cmd/ofx directory of the source. */ package ofxgo