module OFX

Top-level namespace for the ofx_kit gem. Provides module-level access to the shared Configuration instance and a configure block for customizing field mappings and XML tags.

Example: Configure custom field mappings

OFX.configure do |config|
  config.transaction.map 'MYFIELD', to: :my_attribute
end

Constants

VERSION: Current gem version (String).

Public Class Methods

config ()

Source

# File lib/ofx_kit.rb, line 85
def config
  @config ||= Configuration.new
end

Returns the shared configuration instance (lazy-initialized).

configure () { |config| ... }

Source

# File lib/ofx_kit.rb, line 75
def configure
  yield config
rescue Error::InvalidConfiguration
  raise
rescue StandardError => e
  raise Error::InvalidConfiguration, e.message
end

Yields the current Configuration instance for customization.

Raises OFX::Error::InvalidConfiguration if the block raises any error.

new (resource, &)

Source

# File lib/ofx_kit.rb, line 65
def new(resource, &)
  Parser.new(resource, &)
end

Parses an OFX file or IO object and returns a Parser instance. This is the primary entry point for the gem. resource is a file path (String) or IO object containing OFX data.

Example: Parse a file path

ofx = OFX.new("statement.ofx")
ofx.account       #=> OFX::BankAccount
ofx.transactions  #=> OFX::TransactionCollection

Example: Parse an IO object

ofx = OFX.new(File.open("statement.ofx"))

Example: Block form

OFX.new("statement.ofx") do |ofx|
  puts ofx.balance
end

reset_config! ()

Source

# File lib/ofx_kit.rb, line 92
def reset_config!
  @config = nil
end

Resets the configuration to its default state. Useful in tests to restore default field mappings between examples.