/// <summary>
/// Retrieve a statement for a single bank account. Includes transaction details.
/// </summary>
/// <param name="account">The bank account to retrieve statement data for</param>
/// <param name="startDate">Start of date range for transactions</param>
/// <param name="endDate">End of date range for transactions</param>
/// <returns>List of statements containing the requested data.</returns>
public async Task <Tuple <IEnumerable <Statement>, string> > GetStatement(Types.BankAccount account, DateTimeOffset startDate, DateTimeOffset endDate)
{
// Ensure service catalog is populated
await PopulateServiceProfiles();
// Retrieve request profile for this message set
var requestProfile = GetMessageSetRequestProfile(typeof(BankMessageSetV1));
// Form specification of the account to retrieve information for
var bankAccount = getOFXBankAccount(account);
// Form transaction inclusion specification for date range. Always include transaction details
var transactionInclusion = new IncTransaction
{
DTSTART = OFXUtils.DateToOFX(startDate),
DTEND = OFXUtils.DateToOFX(endDate),
INCLUDE = BooleanType.Y
};
// Wrap in statement request
var statementRequest = new StatementRequest
{
BANKACCTFROM = bankAccount,
INCTRAN = transactionInclusion
};
// Wrap in transaction
var transactionRequest = new StatementTransactionRequest
{
TRNUID = GetNextTransactionId(),
STMTRQ = statementRequest
};
// Wrap in messageset
var messageSet = new BankRequestMessageSetV1 {
Items = new AbstractRequest[1] {
transactionRequest
}
};
// Gather all message sets in the request
var requestMessageSets = new List <AbstractTopLevelMessageSet>
{
CreateSignonRequest(userCredentials, requestProfile),
messageSet
};
// Send to service and await response
Protocol.OFX response = await new Transport(requestProfile.ServiceEndpoint).sendRequestAsync(requestMessageSets.ToArray());
// TODO: Check response for errors
string errorMessage;
// Extract statement data and return
return(Tuple.Create(Statement.CreateFromOFXResponse(response, out errorMessage), errorMessage));
}
/// <summary>
/// Helper method which creates and fills in a BankAccount with information from the passed account info
/// </summary>
/// <param name="account">Populated Types.BankAccount with bank info</param>
/// <returns>Populated OFX BankAccount</returns>
protected BankAccount getOFXBankAccount(Types.BankAccount account)
{
var bankAccount = new BankAccount
{
BANKID = account.RoutingId,
ACCTID = account.AccountId
};
if (account is CheckingAccount)
{
bankAccount.ACCTTYPE = AccountEnum.CHECKING;
}
else
{
bankAccount.ACCTTYPE = AccountEnum.SAVINGS;
}
return(bankAccount);
}
