from __future__ import absolute_import from __future__ import unicode_literals import argparse import getpass import io import logging import os import os.path import sys from ofxhome import OFXHome from ofxclient.account import BankAccount, BrokerageAccount, CreditCardAccount from ofxclient.config import OfxConfig from ofxclient.institution import Institution from ofxclient.util import combined_download from ofxclient.client import DEFAULT_OFX_VERSION AUTO_OPEN_DOWNLOADS = 1 DOWNLOAD_DAYS = 30 GlobalConfig = None def run(): global GlobalConfig parser = argparse.ArgumentParser(prog='ofxclient') parser.add_argument('-a', '--account') parser.add_argument('-d', '--download', type=argparse.FileType('wb', 0)) parser.add_argument('-o', '--open', action='store_true') parser.add_argument('-v', '--verbose', action='store_true') parser.add_argument('-c', '--config', help='config file path') parser.add_argument('--download-days', default=DOWNLOAD_DAYS, type=int, help='number of days to download (default: %s)' % DOWNLOAD_DAYS) parser.add_argument('--ofx-version', default=DEFAULT_OFX_VERSION, type=int, help='ofx version to use for new accounts (default: %s)' % DEFAULT_OFX_VERSION) args = parser.parse_args() if args.config: GlobalConfig = OfxConfig(file_name=args.config) else: GlobalConfig = OfxConfig() accounts = GlobalConfig.accounts() account_ids = [a.local_id() for a in accounts] if args.verbose: logging.basicConfig(level=logging.DEBUG) if args.download: if accounts: if args.account: a = GlobalConfig.account(args.account) ofxdata = a.download(days=args.download_days) else: ofxdata = combined_download(accounts, days=args.download_days) args.download.write(ofxdata.read().encode()) if args.open: open_with_ofx_handler(args.download.name) sys.exit(0) else: print("no accounts configured") main_menu(args) def main_menu(args): while 1: menu_title("Main\nEdit %s to\nchange descriptions or ofx options" % GlobalConfig.file_name) accounts = GlobalConfig.accounts() for idx, account in enumerate(accounts): menu_item(idx, account.long_description()) menu_item('A', 'Add an account') if accounts: menu_item('D', 'Download all combined') menu_item('Q', 'Quit') choice = prompt().lower() if choice == 'a': add_account_menu(args) elif choice == 'd': if not accounts: print("no accounts on file") else: ofxdata = combined_download(accounts, days=args.download_days) wrote = write_and_handle_download( ofxdata, 'combined_download.ofx' ) print("wrote: %s" % wrote) elif choice in ['q', '']: return elif int(choice) < len(accounts): account = accounts[int(choice)] view_account_menu(account, args) def add_account_menu(args): menu_title("Add account") while 1: print('------') print('Notice') print('------') print('You are about to search for bank connection information') print('on a third party website. This means you are trusting') print('http://ofxhome.com and their security policies.') print('') print('You will be sending your bank name to this website.') print('------') query = prompt('bank name eg. "express" (enter to exit)> ') if query.lower() in ['']: return found = OFXHome.search(query) if not found: error("No banks found") continue while 1: for idx, bank in enumerate(found): menu_item(idx, bank['name']) choice = prompt().lower() if choice in ['q', '']: return elif int(choice) < len(found): bank = OFXHome.lookup(found[int(choice)]['id']) if login_check_menu(bank, args): return def view_account_menu(account, args): while 1: menu_title(account.long_description()) institution = account.institution client = institution.client() print("Overview:") print(" Name: %s" % account.description) print(" Account Number: %s" % account.number_masked()) print(" Institution: %s" % institution.description) print(" Main Type: %s" % str(type(account))) if hasattr(account, 'routing_number'): print(" Routing Number: %s" % account.routing_number) print(" Sub Type: %s" % account.account_type) if hasattr(account, 'broker_id'): print(" Broker ID: %s" % account.broker_id) print("Nerdy Info:") print(" Download Up To: %s days" % args.download_days) print(" Username: %s" % institution.username) print(" Local Account ID: %s" % account.local_id()) print(" Local Institution ID: %s" % institution.local_id()) print(" FI Id: %s" % institution.id) print(" FI Org: %s" % institution.org) print(" FI Url: %s" % institution.url) if institution.broker_id: print(" FI Broker Id: %s" % institution.broker_id) print(" Client Id: %s" % client.id) print(" App Ver: %s" % client.app_version) print(" App Id: %s" % client.app_id) print(" OFX Ver: %s" % client.ofx_version) print(" User-Agent header: %s" % client.user_agent) print(" Accept header: %s" % client.accept) print(" Config File: %s" % GlobalConfig.file_name) menu_item('D', 'Download') choice = prompt().lower() if choice == 'd': out = account.download(days=args.download_days) wrote = write_and_handle_download(out, "%s.ofx" % account.local_id()) print("wrote: %s" % wrote) return def login_check_menu(bank_info, args): print('------') print('Notice') print('------') print('You are about to test to make sure your username and password') print('are correct. This means you will be sending it to the URL below.') print('If the URL does not appear to belong to your bank then you should') print('exit this program by hitting CTRL-C.') print(' bank name: %s' % (bank_info['name'])) print(' bank url: %s' % (bank_info['url'])) print('------') while 1: username = '' while not username: username = prompt('username> ') password = '' prompt_text = 'password> ' if os.name == 'nt' and sys.version_info < (3, 0): prompt_text = prompt_text.encode('utf8') while not password: password = getpass.getpass(prompt=prompt_text) i = Institution( id=bank_info['fid'], org=bank_info['org'], url=bank_info['url'], broker_id=bank_info['brokerid'], description=bank_info['name'], username=username, password=password, client_args=client_args_for_bank(bank_info, args.ofx_version) ) try: i.authenticate() except Exception as e: print("authentication failed: %s" % e) continue accounts = i.accounts() for a in accounts: GlobalConfig.add_account(a) GlobalConfig.save() return 1 def client_args_for_bank(bank_info, ofx_version): """ Return the client arguments to use for a particular Institution, as found from ofxhome. This provides us with an extension point to override or augment ofxhome data for specific institutions, such as those that require specific User-Agent headers (or no User-Agent header). :param bank_info: OFXHome bank information for the institution, as returned by ``OFXHome.lookup()`` :type bank_info: dict :param ofx_version: OFX Version argument specified on command line :type ofx_version: str :return: Client arguments for a specific institution :rtype: dict """ client_args = {'ofx_version': str(ofx_version)} if 'ofx.discovercard.com' in bank_info['url']: # Discover needs no User-Agent and no Accept headers client_args['user_agent'] = False client_args['accept'] = False if 'www.accountonline.com' in bank_info['url']: # Citi needs no User-Agent header client_args['user_agent'] = False return client_args def write_and_handle_download(ofx_data, name): outfile = io.open(name, 'w') outfile.write(ofx_data.read()) outfile.close() if AUTO_OPEN_DOWNLOADS: open_with_ofx_handler(name) return os.path.abspath(name) def prompt(text='choice> '): try: # python 2 got = raw_input(text) except NameError: # python 3 got = input(text) return got def error(text=''): print("!! %s" % text) def menu_item(key, description): print("(%s) %s" % (key, description)) def menu_title(name): print("+----------------------------------") print("%s" % name) print("+----------------------------------") def open_with_ofx_handler(filename): import platform sysname = platform.system() if sysname == 'Darwin': os.system("/usr/bin/open '%s'" % filename) elif sysname == 'Windows': os.startfile(filename) else: # linux os.system("xdg-open '%s'" % filename) if __name__ == '__main__': run()