public async Task TestListAccounts()
{
// Retrieve accounts using provided credentials
IEnumerable <OFX.Types.Account> accounts = await AuthenticatedOfxService.ListAccounts();
// At least 1 account must be returned
Assert.IsNotNull(accounts);
Assert.IsTrue(accounts.Any());
// Ensure each account has a type associated
foreach (var account in accounts)
{
Assert.IsNotNull(account.GetType().Name);
}
}
/// <summary>
/// Retrieve the list of accounts from a financial institution using OFX and return all accounts that are not already present in the database
/// </summary>
/// <param name="financialInstitution">Financial institution to query</param>
/// <param name="fiCredentials">Credentials for financial institution account</param>
/// <returns>List of accounts</returns>
public static async Task <IEnumerable <Account> > EnumerateNewAccounts(
OFX.Types.FinancialInstitution financialInstitution, OFX.Types.Credentials fiCredentials)
{
using (BackgroundTaskTracker.BeginTask("Retrieving Account Information"))
{
var ofxService = new OFX2Service(financialInstitution, fiCredentials);
var accountList = new List <Account>();
var ofxAccountList = await ofxService.ListAccounts().ConfigureAwait(false);
// TODO: If ofxAccountList is null, raise a more detailed exception
using (var dataService = new DataService())
{
foreach (var ofxAccount in ofxAccountList)
{
// Convert from OFX account type to db account type and encode account id
AccountType accountType = AccountType.Checking;
string accountId = "";
if (ofxAccount.GetType() == typeof(OFX.Types.CheckingAccount))
{
accountType = AccountType.Checking;
accountId = ((OFX.Types.CheckingAccount)ofxAccount).RoutingId + ":" + ofxAccount.AccountId;
}
else if (ofxAccount.GetType() == typeof(OFX.Types.SavingsAccount))
{
accountType = AccountType.Savings;
accountId = ((OFX.Types.SavingsAccount)ofxAccount).RoutingId + ":" + ofxAccount.AccountId;
}
else if (ofxAccount.GetType() == typeof(OFX.Types.CreditCardAccount))
{
accountType = AccountType.Creditcard;
accountId = ofxAccount.AccountId;
}
// Look for a matching account in the database
if (!dataService.GetAccountByFinancialId(accountId).Any())
{
// This account is not already in the DB, add to new account list
accountList.Add(new Account
{
AccountName =
accountType + ":" +
ofxAccount.AccountId.Substring(ofxAccount.AccountId.Length - 4),
AccountType = accountType.ToString(),
Currency = "USD",
FiAccountId = accountId
});
}
}
}
// Return the finalized list of new accounts
return(accountList);
}
}
/// <summary>
/// Verify the provided account credentials. Raises an exception if validation fails
/// </summary>
/// <param name="financialInstitution">Financial institution to query</param>
/// <param name="fiCredentials">Credentials for financial institution account</param>
/// <returns>List of accounts</returns>
public static async Task VerifyAccountCredentials(FinancialInstitution financialInstitution,
OFX.Types.Credentials fiCredentials)
{
using (BackgroundTaskTracker.BeginTask("Verifying Credentials"))
{
// Convert from data model FI into OFX FI
var ofxFinancialInstitition = new OFX.Types.FinancialInstitution(financialInstitution.Name,
new Uri(financialInstitution.OfxUpdateUrl), financialInstitution.OfxOrganizationId,
financialInstitution.OfxFinancialUnitId);
var ofxService = new OFX2Service(ofxFinancialInstitition, fiCredentials);
// Call list accounts to validate credentials
await ofxService.ListAccounts().ConfigureAwait(false);
}
}