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Convert OFX 2 files to and Open Bank Project (OBP) compatible payload for importing into the api

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chrisjsimpson/ofx2obp

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Objectives

Populate an Open Bank Project instance with many years of dummy (but valid) transaction data to help with demos, developer experience, and evaluation.

Install

virtualenv -p python3 venv
. venv/bin/activate
pip install -r requirements.txt

Run / Example post to OBP instance

Note: For this to work, you must be:

  • logged in via the api (e.g. via token login method)
  • a 'super admin' (your user id must be in the 'super users' in the props file)

Convert valid OFX file into valid OBP import payload to stdout

python scratch.py -f test.ofx

Convert valid OFX file into valid OBP and post into an OBP instance using curl

The following posts to stdout a valid Open Bank Project payload, which gets inserted into it's database.

python scratch.py -f test.ofx 2>/dev/null | curl -d @- -X POST -H "Content-Type: application/json" -H 'Authorization: DirectLogin token="<TOKEN>"' http:https://localhost:8080/obp/v2.1.0/sandbox/data-import

test.ofx was generated using fixofx

Do a call to /banks or similar to verify data was added:

curl -H "Content-Type: application/json" -H 'Authorization: DirectLogin token="<TOKEN>"' http:https://localhost:8080/obp/v3.0.0/banks 

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Convert OFX 2 files to and Open Bank Project (OBP) compatible payload for importing into the api

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