banks_fetch

An OTP application to fetch banks accounts and transactions.

Current status of banks modules :

Banks	connect	accounts	transactions
ING	OK	OK	OK
Bourse Direct	OK	OK	OK

Configuration

Setup an empty banks_fetch database (if this database does not exist)

psql

CREATE DATABASE banks_fetch;
CREATE ROLE banks_fetch_user WITH LOGIN;
ALTER USER banks_fetch_user WITH SUPERUSER;
GRANT ALL PRIVILEGES ON DATABASE banks_fetch TO banks_fetch_user;
ALTER DATABASE banks_fetch OWNER TO banks_fetch_user;

Build and run

1. Build release and start

    rebar3 as prod release
    ./_build/prod/rel/banks_fetch/bin/banks_fetch start

2. Add an ING bank account in console

    ./_build/prod/rel/banks_fetch/bin/banks_fetch remote_console

banks_fetch_client_manager:add_client({bank_id, <<"ing">>}, {client_id, <<"YOUR_CLIENT_ID">>}, {client_credential, {"YOUR_PASSWORD","YOUR_BIRTHDATE_DDMMYYYY"}})
.

It will connect to your bank and fetch accounts data every 4 hours. Credential (and accounts data) will be stored in postgres database and client will be started again automatically each time banks_fetch is started.

It is possible to create a "virtual" purse account banks_fetch_client_manager:add_client({bank_id, <<"purse">>}, {client_id, <<"David">>}, {client_credential, { {2021,1,26}, [{{bank_id,<<"ing">>},{client_id,<<"YOUR_CLIENT_ID">>},{account_id,<<"MAIN_ACCOUNT_ID">>}}]}}).

For Bourse Direct:

banks_fetch_client_manager:add_client({bank_id, <<"boursedirect">>}, {client_id, <<"YOUR_CLIENT_ID">>}, {client_credential, <<"YOUR_PASSWORD">>})
.

Tests

Full verifications (xref, dialyzer, ct and code coverage) :

rebar3 check

To test a BANK with your own credential, you just need to add a file containing it. See test_with_real_credential function in test/*BANK_SUITE.erl to identify required file and expected content.

An integration test is available in test/banks_fetch__integration_SUITE.erl if you add a file containing bank credential in test/banks_fetch__integration_SUITE_data/real_credential.hrl