Merge pull request #40 from ynab/update_transactions_example

Update transactions example

examples/budget-list.rb

@@ -1,24 +1,21 @@
 require 'ynab'
 
-def print_budget_list
-  access_token = ENV['YNAB_ACCESS_TOKEN']
-  ynab = YNAB::API.new(access_token)
+access_token = ENV['YNAB_ACCESS_TOKEN']
+ynab = YNAB::API.new(access_token)
 
+begin
   puts 'Fetching budgets...'
-  begin
-    budget_response = ynab.budgets.get_budgets
-    budgets = budget_response.data.budgets
 
-    puts '==========='
-    puts 'BUDGET LIST'
-    puts '==========='
+  budget_response = ynab.budgets.get_budgets
+  budgets = budget_response.data.budgets
 
-    budgets.each do |budget|
-      puts "[id: #{budget.id}, name: #{budget.name}]"
-    end
-  rescue YNAB::ApiError => e
-    puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
+  puts '==========='
+  puts 'BUDGET LIST'
+  puts '==========='
+
+  budgets.each do |budget|
+    puts "[id: #{budget.id}, name: #{budget.name}]"
   end
+rescue YNAB::ApiError => e
+  puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
 end
-
-print_budget_list

examples/budget-month.rb

@@ -1,35 +1,33 @@
 require 'ynab'
 require 'date'
 
-def print_budget_month
-  access_token = ENV['YNAB_ACCESS_TOKEN']
-  ynab = YNAB::API.new(access_token)
+access_token = ENV['YNAB_ACCESS_TOKEN']
+ynab = YNAB::API.new(access_token)
 
-  budget_id = ENV['YNAB_BUDGET_ID']
-  first_day_of_month_iso = Date.new(Date.today.year, Date.today.month, 1).iso8601
+budget_id = ENV['YNAB_BUDGET_ID']
+
+begin
+  puts 'Fetching month...'
 
-  begin
-    puts 'Fetching month...'
-    current_date = Date.today
-    first_day_of_month = Date.new(current_date.year, current_date.month, 1)
-    month_response = ynab.months.get_budget_month(budget_id, first_day_of_month_iso)
-    budget_month = month_response.data.month
+  first_day_of_month_iso = Date.new(Date.today.year, Date.today.month, 1).iso8601
+  current_date = Date.today
+  first_day_of_month = Date.new(current_date.year, current_date.month, 1)
+  month_response = ynab.months.get_budget_month(budget_id, first_day_of_month_iso)
+  budget_month = month_response.data.month
 
-    puts "============"
-    puts "BUDGET MONTH"
-    puts "============"
-    puts "         Month: #{budget_month.month}"
-    puts "          Note: #{budget_month.note}"
-    puts "To Be Budgeted: #{budget_month.to_be_budgeted}"
-    puts "  Age of Money: #{budget_month.age_of_money}"
-    puts "    Categories: "
+  puts "============"
+  puts "BUDGET MONTH"
+  puts "============"
+  puts "         Month: #{budget_month.month}"
+  puts "          Note: #{budget_month.note}"
+  puts "To Be Budgeted: #{budget_month.to_be_budgeted}"
+  puts "  Age of Money: #{budget_month.age_of_money}"
+  puts "    Categories: "
 
-    budget_month.categories.each do |category|
-      puts "                #{category.name} - $#{category.balance}"
-    end
-  rescue YNAB::ApiError => e
-    puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
+  budget_month.categories.each do |category|
+    puts "                #{category.name} - $#{category.balance}"
   end
+rescue YNAB::ApiError => e
+  puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
 end
 
-print_budget_month

examples/category-balance.rb

@@ -1,26 +1,23 @@
 require 'ynab'
 
-def print_category_info
-  access_token = ENV['YNAB_ACCESS_TOKEN']
-  ynab = YNAB::API.new(access_token)
+access_token = ENV['YNAB_ACCESS_TOKEN']
+ynab = YNAB::API.new(access_token)
 
-  budget_id = ENV['YNAB_BUDGET_ID']
-  category_id = 'a191ac84-de09-not-real-6c5ed8cfdabe'
+budget_id = ENV['YNAB_BUDGET_ID']
+category_id = 'a191ac84-de09-not-real-6c5ed8cfdabe'
 
-  begin
-    puts 'Fetching category...'
-    category_response = ynab.categories.get_category_by_id(budget_id, category_id)
-    category = category_response.data.category
+begin
+  puts 'Fetching category...'
 
-    puts "==========="
-    puts "CATEGORY"
-    puts "==========="
-    puts "      Name: #{category.name}"
-    puts "  Budgeted: #{category.budgeted}"
-    puts "   Balance: #{category.balance}"
-  rescue YNAB::ApiError => e
-    puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
-  end
-end
+  category_response = ynab.categories.get_category_by_id(budget_id, category_id)
+  category = category_response.data.category
 
-print_category_info
+  puts "==========="
+  puts "CATEGORY"
+  puts "==========="
+  puts "      Name: #{category.name}"
+  puts "  Budgeted: #{category.budgeted}"
+  puts "   Balance: #{category.balance}"
+rescue YNAB::ApiError => e
+  puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
+end

examples/create-multiple-transactions.rb

@@ -1,44 +1,42 @@
 require 'date'
 require 'ynab'
 
-def create_multiple_transactions
-  access_token = ENV['YNAB_ACCESS_TOKEN']
-  ynab = YNAB::API.new(access_token)
+access_token = ENV['YNAB_ACCESS_TOKEN']
+ynab = YNAB::API.new(access_token)
 
-  budget_id = ENV['YNAB_BUDGET_ID']
-  account_id = 'f6fe07cb-c895-not-real-acfac0b7f026'
-  category_id = 'a191ac84-de09-not-real-6c5ed8cfdabe'
+budget_id = ENV['YNAB_BUDGET_ID']
+account_id = 'f6fe07cb-c895-not-real-acfac0b7f026'
+category_id = 'a191ac84-de09-not-real-6c5ed8cfdabe'
 
-  begin
-    ynab.transactions.create_transaction(budget_id, {
-      transactions: [
-        {
-          account_id: account_id,
-          category_id: category_id,
-          date: Date.today,
-          payee_name: 'A Test Payee',
-          memo: 'I was created through the API',
-          cleared: 'Cleared',
-          approved: true,
-          flag_color: 'Blue',
-          amount: 20000
-       },
-       {
-          account_id: account_id,
-          category_id: category_id,
-          date: Date.today,
-          payee_name: 'Another Test Payee',
-          memo: 'I was also created through the API',
-          cleared: 'Uncleared',
-          approved: false,
-          flag_color: 'Red',
-          amount: 39453
-       }
-      ]
-    })
-  rescue YNAB::ApiError => e
-    puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
-  end
-end
+data = {
+  transactions: [
+    {
+      account_id: account_id,
+      category_id: category_id,
+      date: Date.today,
+      payee_name: 'A Test Payee',
+      memo: 'I was created through the API',
+      cleared: 'Cleared',
+      approved: true,
+      flag_color: 'Blue',
+      amount: 20000
+    },
+    {
+      account_id: account_id,
+      category_id: category_id,
+      date: Date.today,
+      payee_name: 'Another Test Payee',
+      memo: 'I was also created through the API',
+      cleared: 'Uncleared',
+      approved: false,
+      flag_color: 'Red',
+      amount: 39453
+    }
+  ]
+}
 
-create_multiple_transactions
+begin
+  ynab.transactions.create_transaction(budget_id, data)
+rescue YNAB::ApiError => e
+  puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
+end

examples/create-transaction.rb

@@ -1,31 +1,30 @@
 require 'date'
 require 'ynab'
 
-def create_transaction
-  access_token = ENV['YNAB_ACCESS_TOKEN']
-  ynab = YNAB::API.new(access_token)
+access_token = ENV['YNAB_ACCESS_TOKEN']
+ynab = YNAB::API.new(access_token)
 
-  budget_id = ENV['YNAB_BUDGET_ID']
-  account_id = 'f6fe07cb-c895-not-real-acfac0b7f026'
-  category_id = 'a191ac84-de09-not-real-6c5ed8cfdabe'
+budget_id = ENV['YNAB_BUDGET_ID']
+account_id = 'f6fe07cb-c895-not-real-acfac0b7f026'
+category_id = 'a191ac84-de09-not-real-6c5ed8cfdabe'
 
-  begin
-    ynab.transactions.create_transaction(budget_id, {
-      transaction: {
-        account_id: account_id,
-        category_id: category_id,
-        date: Date.today,
-        payee_name: 'A Test Payee',
-        memo: 'I was created through the API',
-        cleared: 'Cleared',
-        approved: true,
-        flag_color: 'Blue',
-        amount: 20000
-      }
-    })
-  rescue YNAB::ApiError => e
-    puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
-  end
+data = {
+  transaction: {
+    account_id: account_id,
+    category_id: category_id,
+    date: Date.today,
+    payee_name: 'A Test Payee',
+    memo: 'I was created through the API',
+    cleared: 'Cleared',
+    approved: true,
+    flag_color: 'Blue',
+    amount: 20000
+  }
+}
+
+begin
+  ynab.transactions.create_transaction(budget_id, data)
+rescue YNAB::ApiError => e
+  puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
 end
 
-create_transaction

examples/update-category-budgeted.rb

@@ -1,23 +1,25 @@
 require 'date'
 require 'ynab'
 
-def update_category_budgeted
-  access_token = ENV['YNAB_ACCESS_TOKEN']
-  ynab = YNAB::API.new(access_token)
+access_token = ENV['YNAB_ACCESS_TOKEN']
+ynab = YNAB::API.new(access_token)
 
-  budget_id = ENV['YNAB_BUDGET_ID']
-  category_id = 'a191ac84-de09-not-real-6c5ed8cfdabe'
-  month = '2018-09-01'
-  month_category = { budgeted: 20382 }
+budget_id = ENV['YNAB_BUDGET_ID']
+category_id = 'a191ac84-de09-not-real-6c5ed8cfdabe'
+month = '2019-01-01'
 
-  begin
-    # Update budgeted amount to 203.82 in 2018-09-01 for category_id
-    response = ynab.categories.update_month_category(budget_id, '2018-09-01', category_id, month_category: month_category)
-    month_category_response = response.data.category
-    puts "[budgeted: #{month_category_response.budgeted}, balance: #{month_category_response.balance}]"
-  rescue YNAB::ApiError => e
-    puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
-  end
+data = {
+  category: {
+    budgeted: 20382
+  }
+}
+
+begin
+  # Update budgeted amount to 203.82 in 2018-09-01 for category_id
+  response = ynab.categories.update_month_category(budget_id, month, category_id, data)
+  month_category_response = response.data.category
+  puts "[budgeted: #{month_category_response.budgeted}, balance: #{month_category_response.balance}]"
+rescue YNAB::ApiError => e
+  puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
 end
 
-update_category_budgeted

examples/update-multiple-transactions.rb

@@ -0,0 +1,20 @@
+require 'ynab'
+
+access_token = ENV['YNAB_ACCESS_TOKEN']
+ynab = YNAB::API.new(access_token)
+
+budget_id = ENV['YNAB_BUDGET_ID']
+
+begin
+  # Fetch all unapproved transactions and update them all as approved
+  unapproved_transaction_data = ynab.transactions.get_transactions(budget_id, { type: 'unapproved' }).data
+
+  data = unapproved_transaction_data.clone
+  data.transactions.each do |t|
+    t.approved = true
+  end
+
+  ynab.transactions.update_transactions(budget_id, update_data)
+rescue YNAB::ApiError => e
+  puts "ERROR: id=#{e.id}; name=#{e.name}; detail: #{e.detail}"
+end