public static OfxInstitutionInfo GetProviderInformation(OfxInstitutionInfo provider)
{
if (provider == null || string.IsNullOrEmpty(provider.OfxHomeId))
{
return(null);
}
// update the cached information.
string url = string.Format(OfxHomeProviderInfo, provider.OfxHomeId);
try
{
HttpWebRequest request = WebRequest.Create(url) as HttpWebRequest;
request.Method = "GET";
HttpWebResponse r = request.GetResponse() as HttpWebResponse;
using (Stream s = r.GetResponseStream())
{
XDocument doc = XDocument.Load(s);
if (provider.AddInfoFromOfxHome(doc.Root))
{
UpdateCachedProfile(provider);
}
}
}
catch
{
// todo: report error
}
return(provider);
}
private static void UpdateCachedProfile(OfxInstitutionInfo profile)
{
List <OfxInstitutionInfo> list = GetCachedBankList();
if (list.Contains(profile))
{
// already there.
SaveList(list);
return;
}
else
{
// find the same provider in our cacheList and merge the info
foreach (OfxInstitutionInfo item in list)
{
if (string.Compare(item.MoneyDanceId, profile.MoneyDanceId) == 0 ||
string.Compare(item.OfxHomeId, profile.OfxHomeId) == 0)
{
if (item.Merge(profile))
{
SaveList(list);
}
break;
}
}
}
}
private static List <OfxInstitutionInfo> LoadProviderList(XDocument doc)
{
List <OfxInstitutionInfo> list = new List <OfxInstitutionInfo>();
Dictionary <string, OfxInstitutionInfo> map = new Dictionary <string, OfxInstitutionInfo>();
foreach (XElement e in doc.Root.Elements())
{
OfxInstitutionInfo info = OfxInstitutionInfo.Create(e);
if (info != null && info.Name != null)
{
OfxInstitutionInfo other;
if (map.TryGetValue(info.Name, out other))
{
other.Merge(info);
}
else
{
list.Add(info);
map[info.Name] = info;
}
}
}
return(list);
}
private static void MergeProviderList(List <OfxInstitutionInfo> result, XDocument doc)
{
try
{
/* The financial institution list from http://www.ofxhome.com/api.php?all=yes
* is in this format:
* <institutionlist>
* <institutionid id="555" name="121 Financial Credit Union"/>
* ...
*/
foreach (XElement institution in doc.Root.Elements())
{
OfxInstitutionInfo c = OfxInstitutionInfo.Create(institution);
string name = c.Name;
if (!string.IsNullOrEmpty(name))
{
bool exists = false;
foreach (OfxInstitutionInfo i in result)
{
bool?mergable = IsMergable(i.MoneyDanceId, c.MoneyDanceId);
if (!mergable.HasValue)
{
mergable = IsMergable(i.OfxHomeId, c.OfxHomeId);
}
if (!mergable.HasValue)
{
mergable = IsMergable(i.Name, c.Name);
}
if (mergable == true)
{
exists = true;
i.Merge(c);
break;
}
}
if (!exists)
{
// found a new one!
result.Add(c);
}
}
}
}
catch
{
// todo: error handling...
}
}
internal static OfxInstitutionInfo Create(XElement e)
{
OfxInstitutionInfo result = new OfxInstitutionInfo();
foreach (XElement child in e.Elements())
{
DateTime?lastChanged = null;
string date = (string)child.Attribute("changed");
if (!string.IsNullOrEmpty(date))
{
DateTime dt;
if (DateTime.TryParse(date, out dt))
{
lastChanged = dt;
}
}
result.SetValue(child.Name.LocalName, child.Value, lastChanged);
}
return(result);
}
internal bool Merge(OfxInstitutionInfo profile)
{
Debug.Assert((string.IsNullOrEmpty(this.MoneyDanceId) || string.IsNullOrEmpty(profile.MoneyDanceId) || string.Compare(this.MoneyDanceId, profile.MoneyDanceId) == 0) &&
(string.IsNullOrEmpty(this.OfxHomeId) || string.IsNullOrEmpty(profile.OfxHomeId) || string.Compare(this.OfxHomeId, profile.OfxHomeId) == 0));
bool changed = false;
foreach (ChangeTrackedField field in profile.fields.Values)
{
bool setit = false;
ChangeTrackedField ourField;
if (fields.TryGetValue(field.Name, out ourField))
{
if (ourField.Value != field.Value)
{
// see which one is newer.
setit = field.LastChange.HasValue && (!ourField.LastChange.HasValue || ourField.LastChange.Value < field.LastChange.Value);
}
else
{
// values are equal, no need for a change then.
}
}
else
{
// new to us
setit = true;
}
if (setit)
{
SetValue(field.Name, field.Value, field.LastChange);
changed = true;
}
}
return(changed);
}
/// <summary>
/// This code can parse the Python script for MoneyDance in order to glean OfxInstitutionInfo.
/// You can then merge that with the existing ofx-index data from ofxhome.com
/// </summary>
/// <param name="filename">The text file containing MoneyDance python code</param>
/// <returns>The list of OfxInstitutionInfo found in the MoneyDance file</returns>
public static List <OfxInstitutionInfo> ParseMoneyDancePythonScript(string filename)
{
List <OfxInstitutionInfo> result = new List <OfxInstitutionInfo>();
string text = null;
using (StreamReader reader = new StreamReader(filename))
{
text = reader.ReadToEnd();
}
for (int i = 0, n = text.Length; i < n; i++)
{
char ch = text[i];
if (ch == '{')
{
OfxInstitutionInfo info = new OfxInstitutionInfo();
result.Add(info);
string name = null;
string value = null;
for (i = i + 1; i < n; i++)
{
ch = text[i];
if (ch == '}')
{
// done
value = null;
break;
}
else if (ch == '"')
{
i++;
for (int j = i; i < n; j++)
{
ch = text[j];
if (ch == '"')
{
value = text.Substring(i, j - i);
i = j;
break;
}
}
if (name != null)
{
// map to ofx-index format.
switch (name)
{
case "fi_name":
info.Name = value;
break;
case "fi_org":
info.Org = value;
break;
case "id":
info.MoneyDanceId = value;
break;
case "bootstrap_url":
info.ProviderURL = value;
break;
case "fi_id":
info.Fid = value;
break;
case "app_id":
info.AppId = value;
break;
case "app_ver":
info.AppVer = value;
break;
case "broker_id":
info.BrokerId = value;
break;
}
name = null;
value = null;
}
}
else if (ch == '=')
{
name = value;
value = null;
}
}
}
}
return(result);
}
