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/*-*-c-*-*******************************************************************
libofx.h - Main header file for the libofx API
-------------------
copyright : (C) 2002-2011 by Benoit Grégoire
email : benoitg@coeus.ca
***************************************************************************/
/**@file
* \brief Main header file containing the LibOfx API
*
This file should be included for all applications who use this API. This
header file will work with both C and C++ programs. The entire API is
made of the following structures and functions.
*
All of the following ofx_proc_* functions are callbacks (Except
ofx_proc_file which is the entry point). They must be implemented by
your program, but can be left empty if not needed. They are called each
time the associated structure is filled by the library.
*
Important note: The variables associated with every data element have a
*_valid companion. Always check that data_valid == true before using.
Not only will you ensure that the data is meaningfull, but also that
pointers are valid and strings point to a null terminated string.
Elements listed as mandatory are for information purpose only, do not
trust the bank not to send you non-conforming data...
*/
/***************************************************************************
* *
* This program is free software; you can redistribute it and/or modify *
* it under the terms of the GNU General Public License as published by *
* the Free Software Foundation; either version 2 of the License, or *
* (at your option) any later version. *
* *
***************************************************************************/
#ifndef LIBOFX_H
#define LIBOFX_H
#include <time.h>
#define LIBOFX_MAJOR_VERSION @LIBOFX_MAJOR_VERSION@
#define LIBOFX_MINOR_VERSION @LIBOFX_MINOR_VERSION@
#define LIBOFX_MICRO_VERSION @LIBOFX_MICRO_VERSION@
#define LIBOFX_BUILD_VERSION @LIBOFX_BUILD_VERSION@
#define LIBOFX_VERSION_RELEASE_STRING "@LIBOFX_VERSION_RELEASE_STRING@"
#ifdef IN_LIBOFX
# include "config.h"
# ifdef HAVE_GCC_VISIBILITY_EXTS
# pragma GCC visibility push(default)
# endif
#endif
#ifdef __cplusplus
extern "C" {
#else
#define true 1
#define false 0
#endif
#define OFX_ELEMENT_NAME_LENGTH 100
#define OFX_SVRTID2_LENGTH (36 + 1)
#define OFX_CHECK_NUMBER_LENGTH (12 + 1)
#define OFX_REFERENCE_NUMBER_LENGTH (32 + 1)
#define OFX_FITID_LENGTH (255 + 1)
#define OFX_TOKEN2_LENGTH (36 + 1)
#define OFX_MEMO_LENGTH (255 + 1)
#define OFX_FIID_LENGTH (32 + 1)
#define OFX_MEMO2_LENGTH (390 + 1)
#define OFX_BALANCE_NAME_LENGTH (32 + 1)
#define OFX_BALANCE_DESCRIPTION_LENGTH (80 + 1)
#define OFX_CURRENCY_LENGTH (3 + 1) /* In ISO-4217 format */
#define OFX_BANKID_LENGTH (9 + 1)
#define OFX_BRANCHID_LENGTH (22 + 1)
#define OFX_ACCTID_LENGTH (22 + 1)
#define OFX_ACCTKEY_LENGTH (22 + 1)
#define OFX_BROKERID_LENGTH (22 + 1)
/* Must be MAX of <BANKID>+<BRANCHID>+<ACCTID>, <ACCTID>+<ACCTKEY> and <ACCTID>+<BROKERID> */
#define OFX_ACCOUNT_ID_LENGTH (OFX_BANKID_LENGTH + OFX_BRANCHID_LENGTH + OFX_ACCTID_LENGTH + 1)
#define OFX_ACCOUNT_NAME_LENGTH 255
#define OFX_MARKETING_INFO_LENGTH (360 + 1)
#define OFX_TRANSACTION_NAME_LENGTH (96 + 1)
#define OFX_UNIQUE_ID_LENGTH (32 + 1)
#define OFX_UNIQUE_ID_TYPE_LENGTH (10 + 1)
#define OFX_SECNAME_LENGTH (32 + 1)
#define OFX_TICKER_LENGTH (32 + 1)
#define OFX_ORG_LENGTH (32 + 1)
#define OFX_FID_LENGTH (32 + 1)
#define OFX_USERID_LENGTH (32 + 1)
#define OFX_USERPASS_LENGTH (32 + 1)
#define OFX_URL_LENGTH (500 + 1)
#define OFX_APPID_LENGTH (32)
#define OFX_APPVER_LENGTH (32)
#define OFX_HEADERVERSION_LENGTH (32)
#define OFX_CLIENTUID_LENGTH (36 + 1)
/*
#define OFX_STATEMENT_CB 0;
#define OFX_ACCOUNT_CB 1;
#define OFX_TRACSACTION_CB 2;
#define OFX_SECURITY_CB 3;
#define OFX_STATUS_CB 4;
*/
typedef void * LibofxContextPtr;
/**
* \brief Initialise the library and return a new context.
*
@return the new context, to be used by the other functions.
*/
LibofxContextPtr libofx_get_new_context(void);
/**
* \brief Free all ressources used by this context.
*
@return 0 if successfull.
*/
int libofx_free_context( LibofxContextPtr );
void libofx_set_dtd_dir(LibofxContextPtr libofx_context,
const char *s);
/** List of possible file formats */
enum LibofxFileFormat
{
AUTODETECT, /**< Not really a file format, used to tell the library to try to autodetect the format*/
OFX, /**< Open Financial eXchange (OFX/QFX) file */
OFC, /**< Microsoft Open Financial Connectivity (OFC)*/
QIF, /**< Intuit Quicken Interchange Format (QIF) */
UNKNOWN, /**< Unknown file format */
LAST /**< Not a file format, meant as a loop breaking condition */
};
struct LibofxFileFormatInfo
{
enum LibofxFileFormat format;/**< The file format enum */
const char * format_name; /**< Text version of the enum */
const char * description; /**< Description of the file format */
};
#ifndef OFX_AQUAMANIAC_UGLY_HACK1
const struct LibofxFileFormatInfo LibofxImportFormatList[] =
{
{AUTODETECT, "AUTODETECT", "AUTODETECT (File format will be automatically detected later)"},
{OFX, "OFX", "OFX (Open Financial eXchange (OFX or QFX))"},
{OFC, "OFC", "OFC (Microsoft Open Financial Connectivity)"},
{QIF, "QIF", "QIF (Intuit Quicken Interchange Format) NOT IMPLEMENTED"},
{LAST, "LAST", "Not a file format, meant as a loop breaking condition"}
};
const struct LibofxFileFormatInfo LibofxExportFormatList[] =
{
{QIF, "QIF", "QIF (Intuit Quicken Interchange Format) NOT IMPLEMENTED"},
{LAST, "LAST", "Not a file format, meant as a loop breaking condition"}
};
/**
* \brief libofx_get_file_type returns a proper enum from a file type string.
*
@format_list The file format list in which the format string should
be found, usually LibofxImportFormatList or LibofxExportFormatList
@file_type_string The string which contain the file format matching
one of the format_name of the list.
@return the file format, or UNKNOWN if the format wasn't recognised.
*/
enum LibofxFileFormat libofx_get_file_format_from_str(const struct LibofxFileFormatInfo format_list[], const char * file_type_string);
/**
* \brief get_file_format_description returns a string description of a LibofxFileType.
*
@format_list The file format list in which the format should be
looked up, usually LibofxImportFormatList or LibofxExportFormatList
@file_format The file format which should match one of the formats in the list.
@return null terminated string suitable for debugging output or
user communication.
*/
const char * libofx_get_file_format_description(const struct LibofxFileFormatInfo format_list[], enum LibofxFileFormat file_format);
#endif
/**
* \brief libofx_proc_file is the entry point of the library.
*
* libofx_proc_file must be called by the client, with a list of 1
* or more OFX files to be parsed in command line format.
*/
int libofx_proc_file(LibofxContextPtr libofx_context,
const char * p_filename,
enum LibofxFileFormat ftype);
/**
* \brief An abstraction of an OFX STATUS element.
*
* The OfxStatusData structure represents a STATUS OFX element sent by the
OFX server. Be carefull, you do not have much context except the entity
name so your application should probably ignore this status if code==0.
However, you should display a message if the status in non-zero,
since an error probably occurred on the server side.
*
* In a future version of this API, OfxStatusData structures might be
linked from the OFX structures they are related to.
*/
struct OfxStatusData
{
/** @name Additional information
* To give a minimum of context, the name of the OFX SGML element where
this <STATUS> is located is available.
*/
char ofx_element_name[OFX_ELEMENT_NAME_LENGTH];/** Name of the OFX element
this status is relevant to */
int ofx_element_name_valid;
/** @name OFX mandatory elements
* The OFX spec defines the following elements as mandatory. The associated
variables should all contain valid data but you should not trust the servers.
Check if the associated *_valid is true before using them. */
int code; /**< Status code */
const char* name; /**< Code short name */
const char* description; /**< Code long description, from ofx_error_msg.h */
int code_valid; /**< If code_valid is true, so is name and description
(They are obtained from a lookup table) */
/** Severity of the error */
enum Severity
{
INFO, /**< The status is an informational message */
WARN, /**< The status is a warning */
ERROR /**< The status is a true error */
} severity;
int severity_valid;
/** @name OFX optional elements
* The OFX spec defines the following elements as optional. If the
associated *_valid is true, the corresponding element is present and the
associated variable contains valid data. */
char* server_message; /**< Explanation given by the server for the Status Code.
Especially important for generic errors. */
int server_message_valid;
/*@}*/
};
/**
* \brief The callback function for the OfxStatusData stucture.
*
* An ofx_proc_status_cb event is sent everytime the server has
* generated a OFX STATUS element. As such, it could be received at
* any time(but not during other events). An OfxStatusData
* structure is passed to this event, as well as a pointer to an
* arbitrary data structure.
*/
typedef int (*LibofxProcStatusCallback)(const struct OfxStatusData data, void * status_data);
/**
* \brief An abstraction of an account
*
* The OfxAccountData structure gives information about a specific
* account, including it's type, currency and unique id.
*
* When an OfxAccountData must be passed to functions which create
* OFX requests related to a specific account, it must contain all
* the info needed for an OFX request to identify an account. That
* is: account_type, account_number, bank_id and branch_id
*/
struct OfxAccountData
{
/** @name OFX mandatory elements
* The OFX spec defines the following elements as mandatory. The associated
variables should all contain valid data but you should not trust the servers.
Check if the associated *_valid is true before using them. */
/** The account_id is actually built from
<BANKID><BRANCHID><ACCTID> for a bank account, and
<ACCTID><ACCTKEY> for a credit card account. account_id is
meant to be computer-readable. It is a worldwide OFX unique
identifier wich can be used for account matching, even in
system with multiple users.*/
char account_id[OFX_ACCOUNT_ID_LENGTH];
/** The account_id_name is a string meant to allow the user to
identify the account. Currently it is <ACCTID> for a bank
account and a credit card account an <BROKERID>:<ACCTID> for
investment accounts. account_id_name is not meant to be
computer-readable and is not garanteed to be unique.*/
char account_name[OFX_ACCOUNT_NAME_LENGTH];
int account_id_valid;/* Use for both account_id and account_name */
/** account_type tells you what kind of account this is. See the
* AccountType enum */
enum AccountType
{
OFX_CHECKING, /**< A standard checking account */
OFX_SAVINGS, /**< A standard savings account */
OFX_MONEYMRKT, /**< A money market account */
OFX_CREDITLINE,/**< A line of credit */
OFX_CMA, /**< Cash Management Account */
OFX_CREDITCARD,/**< A credit card account */
OFX_INVESTMENT /**< An investment account */
} account_type;
int account_type_valid;
/** The currency is a string in ISO-4217 format */
char currency[OFX_CURRENCY_LENGTH];
int currency_valid;
/** Corresponds to OFX <ACCTID> */
char account_number[OFX_ACCTID_LENGTH];
int account_number_valid;
/** Corresponds to OFX <BANKID> */
char bank_id[OFX_BANKID_LENGTH];
int bank_id_valid;
char broker_id[OFX_BROKERID_LENGTH];
int broker_id_valid;
char branch_id[OFX_BRANCHID_LENGTH];
int branch_id_valid;
};
/**
* \brief The callback function for the OfxAccountData stucture.
*
* The ofx_proc_account_cb event is always generated first, to allow
* the application to create accounts or ask the user to match an
* existing account before the ofx_proc_statement and
* ofx_proc_transaction event are received. An OfxAccountData is
* passed to this event.
*
Note however that this OfxAccountData structure will also be
available as part of OfxStatementData structure passed to
ofx_proc_statement event, as well as a pointer to an arbitrary data
structure.
*/
typedef int (*LibofxProcAccountCallback)(const struct OfxAccountData data, void * account_data);
/**
* \brief An abstraction of a security, such as a stock, mutual fund, etc.
*
* The OfxSecurityData stucture is used to hols the securyty
* information inside a OfxTransactionData struct for investment
* transactions.
*/
struct OfxSecurityData
{
/** @name OFX mandatory elements
*
* The OFX spec defines the following elements as mandatory. The
* associated variables should all contain valid data but you
* should not trust the servers. Check if the associated *_valid
* is true before using them. */
char unique_id[OFX_UNIQUE_ID_LENGTH]; /**< The id of the security being traded.*/
int unique_id_valid;
char unique_id_type[OFX_UNIQUE_ID_TYPE_LENGTH];/**< Usially "CUSIP" for FIs in
north america*/
int unique_id_type_valid;
char secname[OFX_SECNAME_LENGTH];/**< The full name of the security */
int secname_valid;
/** @name OFX optional elements
* The OFX spec defines the following elements as optional. If the
associated *_valid is true, the corresponding element is present and
the associated variable contains valid data. */
char ticker[OFX_TICKER_LENGTH];/**< The ticker symbol of the security */
int ticker_valid;
double unitprice;/**< The price of each unit of the security, as of
date_unitprice */
int unitprice_valid;
time_t date_unitprice;/**< The date as of which the unit price was valid. */
int date_unitprice_valid;
/** The currency is a string in ISO-4217 format. It overrides the
one defined in the statement for the unit price */
char currency[OFX_CURRENCY_LENGTH];
int currency_valid;
char memo[OFX_MEMO2_LENGTH];/**< Extra information not included in name */
int memo_valid;
/** The currency is a string in ISO-4217 format. It overrides the
one defined in the statement for the unit price */
char fiid[OFX_FIID_LENGTH];
int fiid_valid;
};/* end struct OfxSecurityData */
/**
* \brief The callback function for the OfxSecurityData stucture.
*
* An ofx_proc_security_cb event is generated for any securities
* listed in the ofx file. It is generated after ofx_proc_statement
* but before ofx_proc_transaction. It is meant to be used to allow
* the client to create a new commodity or security (such as a new
* stock type). Please note however that this information is
* usually also available as part of each OfxtransactionData.
An OfxSecurityData structure is passed to this event, as well as
a pointer to an arbitrary data structure.
*/
typedef int (*LibofxProcSecurityCallback)(const struct OfxSecurityData data, void * security_data);
typedef enum
{
OFX_CREDIT, /**< Generic credit */
OFX_DEBIT, /**< Generic debit */
OFX_INT, /**< Interest earned or paid (Note: Depends on signage of amount) */
OFX_DIV, /**< Dividend */
OFX_FEE, /**< FI fee */
OFX_SRVCHG, /**< Service charge */
OFX_DEP, /**< Deposit */
OFX_ATM, /**< ATM debit or credit (Note: Depends on signage of amount) */
OFX_POS, /**< Point of sale debit or credit (Note: Depends on signage of amount) */
OFX_XFER, /**< Transfer */
OFX_CHECK, /**< Check */
OFX_PAYMENT, /**< Electronic payment */
OFX_CASH, /**< Cash withdrawal */
OFX_DIRECTDEP, /**< Direct deposit */
OFX_DIRECTDEBIT,/**< Merchant initiated debit */
OFX_REPEATPMT, /**< Repeating payment/standing order */
OFX_OTHER /**< Somer other type of transaction */
} TransactionType;
typedef enum
{
OFX_BUYDEBT, /**< Buy debt security */
OFX_BUYMF, /**< Buy mutual fund */
OFX_BUYOPT, /**< Buy option */
OFX_BUYOTHER, /**< Buy other security type */
OFX_BUYSTOCK, /**< Buy stock */
OFX_CLOSUREOPT, /**< Close a position for an option */
OFX_INCOME, /**< Investment income is realized as cash into the investment account */
OFX_INVEXPENSE, /**< Misc investment expense that is associated with a specific security */
OFX_JRNLFUND, /**< Journaling cash holdings between subaccounts within the same investment account */
OFX_JRNLSEC, /**< Journaling security holdings between subaccounts within the same investment account */
OFX_MARGININTEREST, /**< Margin interest expense */
OFX_REINVEST, /**< Reinvestment of income */
OFX_RETOFCAP, /**< Return of capital */
OFX_SELLDEBT, /**< Sell debt security. Used when debt is sold, called, or reached maturity */
OFX_SELLMF, /**< Sell mutual fund */
OFX_SELLOPT, /**< Sell option */
OFX_SELLOTHER, /**< Sell other type of security */
OFX_SELLSTOCK, /**< Sell stock */
OFX_SPLIT, /**< Stock or mutial fund split */
OFX_TRANSFER /**< Transfer holdings in and out of the investment account */
} InvTransactionType;
typedef enum
{
DELETE, /**< The transaction with a fi_id matching fi_id_corrected should
be deleted */
REPLACE /**< The transaction with a fi_id matching fi_id_corrected should
be replaced with this one */
} FiIdCorrectionAction;
/**
* \brief An abstraction of a transaction in an account.
*
* The OfxTransactionData stucture contains all available
* information about an actual transaction in an account.
*/
struct OfxTransactionData
{
/** @name OFX mandatory elements
* The OFX spec defines the following elements as mandatory. The associated
variables should all contain valid data but you should not trust the servers.
Check if the associated *_valid is true before using them. */
char account_id[OFX_ACCOUNT_ID_LENGTH];/**< Use this for matching with
the relevant account in your
application */
struct OfxAccountData * account_ptr; /**< Pointer to the full account structure,
see OfxAccountData */
int account_id_valid;
TransactionType transactiontype;
int transactiontype_valid;
/**< Investment transaction type. You should read this if
transactiontype == OFX_OTHER. See OFX spec 1.6 p.442 to 445
for details*/
InvTransactionType invtransactiontype;
int invtransactiontype_valid;
/** Variation of the number of units of the commodity
Suppose units is -10, ave unitprice is 1. If the
commodity is stock, you have 10 less stock, but 10 more
dollars in you amccount (fees not considered, see amount).
If commodity is money, you have 10 less dollars in your
pocket, but 10 more in your account */
double units;
int units_valid;
double unitprice; /**< Value of each unit, 1.00 if the commodity is
money */
int unitprice_valid;
double amount; /**< Total monetary amount of the transaction, signage
will determine if money went in or out.
amount is the total amount:
-(units) * unitprice - various fees */
int amount_valid;
char fi_id[256]; /**< Generated by the financial institution (fi),
unique id of the transaction, to be used to detect
duplicate downloads */
int fi_id_valid;
/** @name OFX optional elements
* The OFX spec defines the following elements as optional. If the
associated *_valid is true, the corresponding element is present and
the associated variable contains valid data. */
/** The id of the security being traded. Mandatory for investment
transactions */
char unique_id[OFX_UNIQUE_ID_LENGTH];
int unique_id_valid;
char unique_id_type[OFX_UNIQUE_ID_TYPE_LENGTH];/**< Usially "CUSIP" for FIs in
north america*/
int unique_id_type_valid;
struct OfxSecurityData *security_data_ptr; /** A pointer to the security's data.*/
int security_data_valid;
time_t date_posted;/**< Date the transaction took effect (ex: date it
appeared on your credit card bill). Setlement date;
for stock split, execution date.
*
Mandatory for bank and credit card transactions */
int date_posted_valid;
time_t date_initiated;/**< Date the transaction was initiated (ex:
date you bought something in a store for credit card;
trade date for stocks;
day of record for stock split)
*
Mandatory for investment transactions */
int date_initiated_valid;
time_t date_funds_available;/**< Date the funds are available (not always
provided) (ex: the date you are allowed to
withdraw a deposit */
int date_funds_available_valid;
/** IMPORTANT: if fi_id_corrected is present, this transaction
is meant to replace or delete the transaction with this fi_id. See
OfxTransactionData::fi_id_correction_action to know what to do. */
char fi_id_corrected[256];
int fi_id_corrected_valid;
/** The OfxTransactionData::FiIdCorrectionAction enum contains the action
to be taken */
FiIdCorrectionAction fi_id_correction_action;
int fi_id_correction_action_valid;
/** Used for user initiated transaction such as payment or funds transfer.
Can be seen as a confirmation number. */
char server_transaction_id[OFX_SVRTID2_LENGTH];
int server_transaction_id_valid;
/** The check number is most likely an integer and can probably be
converted properly with atoi(). However the spec allows for up to
12 digits, so it is not garanteed to work */
char check_number[OFX_CHECK_NUMBER_LENGTH];
int check_number_valid;
/** Might present in addition to or instead of a check_number.
Not necessarily a number */
char reference_number[OFX_REFERENCE_NUMBER_LENGTH];
int reference_number_valid;
long int standard_industrial_code;/**< The standard industrial code can have
at most 6 digits */
int standard_industrial_code_valid;
char payee_id[OFX_SVRTID2_LENGTH];/**< The identifier of the payee */
int payee_id_valid;
char name[OFX_TRANSACTION_NAME_LENGTH];/**< Can be the name of the payee or
the description of the transaction */
int name_valid;
char memo[OFX_MEMO2_LENGTH];/**< Extra information not included in name */
int memo_valid;
double commission;/**< Commission paid to broker (investment transactions only) */
int commission_valid;
double fees;/**< Fees applied to trade (investment transactions only) */
int fees_valid;
double oldunits; /*number of units held before stock split */
int oldunits_valid;
double newunits; /*number of units held after stock split */
int newunits_valid;
/*********** NOT YET COMPLETE!!! *********************/
};
/**
* \brief The callback function for the OfxTransactionData stucture.
*
* An ofx_proc_transaction_cb event is generated for every
* transaction in the ofx response, after ofx_proc_statement (and
* possibly ofx_proc_security is generated. An OfxTransactionData
* structure is passed to this event, as well as a pointer to an
* arbitrary data structure.
*/
typedef int (*LibofxProcTransactionCallback)(const struct OfxTransactionData data, void * transaction_data);
/**
* \brief An abstraction of an account statement.
*
* The OfxStatementData structure contains information about your
* account at the time the ofx response was generated, including the
* balance. A client should check that the total of his recorded
* transactions matches the total given here, and warn the user if
* they dont.
*/
struct OfxStatementData
{
/** @name OFX mandatory elements
* The OFX spec defines the following elements as mandatory. The
associated variables should all contain valid data but you should not
trust the servers. Check if the associated *_valid is true before using
them.
*/
char currency[OFX_CURRENCY_LENGTH]; /**< The currency is a string in ISO-4217 format */
int currency_valid;
char account_id[OFX_ACCOUNT_ID_LENGTH];/**< Use this for matching this statement with
the relevant account in your application */
struct OfxAccountData * account_ptr; /**< Pointer to the full account structure, see
OfxAccountData */
int account_id_valid;
/** The actual balance, according to the FI. The user should be warned
of any discrepency between this and the balance in the application */
double ledger_balance;
int ledger_balance_valid;
time_t ledger_balance_date;/**< Time of the ledger_balance snapshot */
int ledger_balance_date_valid;
/** @name OFX optional elements
* The OFX spec defines the following elements as optional. If the
associated *_valid is true, the corresponding element is present and the
associated variable contains valid data. */
double available_balance; /**< Amount of money available from the account.
Could be the credit left for a credit card,
or amount that can be withdrawn using INTERAC) */
int available_balance_valid;
time_t available_balance_date;/** Time of the available_balance snapshot */
int available_balance_date_valid;
/** The start time of this statement.
*
All the transactions between date_start and date_end should have been
provided */
time_t date_start;
int date_start_valid;
/** The end time of this statement.
*
If provided, the user can use this date as the start date of his next
statement request. He is then assured not to miss any transactions. */
time_t date_end;
int date_end_valid;
/** marketing_info could be special offers or messages from the bank,
or just about anything else */
char marketing_info[OFX_MARKETING_INFO_LENGTH];
int marketing_info_valid;
};
/**
* \brief The callback function for the OfxStatementData stucture.
*
* The ofx_proc_statement_cb event is sent after all ofx_proc_transaction
events have been sent. An OfxStatementData is passed to this event, as well as
a pointer to an arbitrary data structure.
*/
typedef int (*LibofxProcStatementCallback)(const struct OfxStatementData data, void * statement_data);
/**
\brief NOT YET SUPPORTED
*/
struct OfxCurrency
{
char currency[OFX_CURRENCY_LENGTH]; /**< Currency in ISO-4217 format */
double exchange_rate; /**< Exchange rate from the normal currency of the account */
int must_convert; /**< true or false */
};
/**
* Set the status callback in the given context.
* @param ctx context
* @param cb callback function
* @param user_data user data to be passed to the callback
*/
void ofx_set_status_cb(LibofxContextPtr ctx,
LibofxProcStatusCallback cb,
void *user_data);
/**
* Set the account callback in the given context.
* @param ctx context
* @param cb callback function
* @param user_data user data to be passed to the callback
*/
void ofx_set_account_cb(LibofxContextPtr ctx,
LibofxProcAccountCallback cb,
void *user_data);
/**
* Set the security callback in the given context.
* @param ctx context
* @param cb callback function
* @param user_data user data to be passed to the callback
*/
void ofx_set_security_cb(LibofxContextPtr ctx,
LibofxProcSecurityCallback cb,
void *user_data);
/**
* Set the transaction callback in the given context.
* @param ctx context
* @param cb callback function
* @param user_data user data to be passed to the callback
*/
void ofx_set_transaction_cb(LibofxContextPtr ctx,
LibofxProcTransactionCallback cb,
void *user_data);
/**
* Set the statement callback in the given context.
* @param ctx context
* @param cb callback function
* @param user_data user data to be passed to the callback
*/
void ofx_set_statement_cb(LibofxContextPtr ctx,
LibofxProcStatementCallback cb,
void *user_data);
/**
* Parses the content of the given buffer.
*/
int libofx_proc_buffer(LibofxContextPtr ctx,
const char *s, unsigned int size);
/* **************************************** */
/** @name Creating OFX Files
*
* This group deals with creating OFX files
*/
//@{
/**
* \brief Information returned by the OFX Partner Server about a financial institution
*/
struct OfxFiServiceInfo
{
char fid[OFX_FID_LENGTH];
char org[OFX_ORG_LENGTH];
char url[OFX_URL_LENGTH];
int accountlist; /**< Whether the FI makes a list of accounts available */
int statements; /**< Whether the FI supports online statement download */
int billpay; /**< Whether the FI supports online bill payment */
int investments; /**< Whether the FI supports investments */
};
/**
* \brief Information sufficient to log into an financial institution
*
* Contains all the info needed for a user to log into a financial
* institution and make requests for statements or post transactions.
* An OfxFiLogin must be passed to all functions which create OFX
* requests.
*/
struct OfxFiLogin
{
char fid[OFX_FID_LENGTH];
char org[OFX_ORG_LENGTH];
char userid[OFX_USERID_LENGTH];
char userpass[OFX_USERPASS_LENGTH];
char header_version[OFX_HEADERVERSION_LENGTH];
char appid[OFX_APPID_LENGTH];
char appver[OFX_APPVER_LENGTH];
char clientuid[OFX_CLIENTUID_LENGTH];
};
#define OFX_AMOUNT_LENGTH (32 + 1)
#define OFX_PAYACCT_LENGTH (32 + 1)
#define OFX_STATE_LENGTH (5 + 1)
#define OFX_POSTALCODE_LENGTH (11 + 1)
#define OFX_NAME_LENGTH (32 + 1)
struct OfxPayment
{
char amount[OFX_AMOUNT_LENGTH];
char account[OFX_PAYACCT_LENGTH];
char datedue[9];
char memo[OFX_MEMO_LENGTH];
};
struct OfxPayee
{
char name[OFX_NAME_LENGTH];
char address1[OFX_NAME_LENGTH];
char city[OFX_NAME_LENGTH];
char state[OFX_STATE_LENGTH];
char postalcode[OFX_POSTALCODE_LENGTH];
char phone[OFX_NAME_LENGTH];
};
/**
* \brief Creates an OFX statement request in string form
*
* Creates a string which should be passed to an OFX server. This string is
* an OFX request suitable to retrieve a statement for the @p account from the
* @p fi
*
* @param fi Identifies the financial institution and the user logging in.
* @param account Idenfities the account for which a statement is desired
* @return string pointer to the request. This is allocated via malloc(), and is the callers responsibility to free.
*/
char* libofx_request_statement( const struct OfxFiLogin* fi, const struct OfxAccountData* account, time_t date_from );
/**
* \brief Creates an OFX account info (list) request in string form
*
* Creates a string which should be passed to an OFX server. This string is
* an OFX request suitable to retrieve a list of accounts from the
* @p fi
*
* @param fi Identifies the financial institution and the user logging in.
* @return string pointer to the request. This is allocated via malloc(), and is the callers responsibility to free.
*/
char* libofx_request_accountinfo( const struct OfxFiLogin* login );
char* libofx_request_payment( const struct OfxFiLogin* login, const struct OfxAccountData* account, const struct OfxPayee* payee, const struct OfxPayment* payment );
char* libofx_request_payment_status( const struct OfxFiLogin* login, const char* transactionid );
//@}
extern int ofx_PARSER_msg; /**< If set to true, parser events will be printed to the console */
extern int ofx_DEBUG_msg;/**< If set to true, general debug messages will be printed to the console */
extern int ofx_DEBUG1_msg;/**< If set to true, debug level 1 messages will be printed to the console */
extern int ofx_DEBUG2_msg;/**< If set to true, debug level 2 messages will be printed to the console */
extern int ofx_DEBUG3_msg;/**< If set to true, debug level 3 messages will be printed to the console */
extern int ofx_DEBUG4_msg;/**< If set to true, debug level 4 messages will be printed to the console */
extern int ofx_DEBUG5_msg;/**< If set to true, debug level 5 messages will be printed to the console */
extern int ofx_STATUS_msg;/**< If set to true, status messages will be printed to the console */
extern int ofx_INFO_msg;/**< If set to true, information messages will be printed to the console */
extern int ofx_WARNING_msg;/**< If set to true, warning messages will be printed to the console */
extern int ofx_ERROR_msg;/**< If set to true, error messages will be printed to the console */
extern int ofx_show_position;/**< If set to true, the line number will be shown after any error */
#ifdef __cplusplus
} // end of extern "C"
#endif
#if defined(HAVE_GCC_VISIBILITY_EXTS) && defined(IN_LIBOFX)
# pragma GCC visibility pop
#endif
#endif // end of LIBOFX_H
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