https://github.com/fabiopf02/ofx-data-extractor
A module written in TypeScript that provides a utility to extract data from an OFX file in Node.js and Browser
https://github.com/fabiopf02/ofx-data-extractor
banking data-extraction financial no-dependencies ofx ofx-js ofx-json ofx-parser open-financial-exchange parser qfx
Last synced: 3 months ago
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A module written in TypeScript that provides a utility to extract data from an OFX file in Node.js and Browser
- Host: GitHub
- URL: https://github.com/fabiopf02/ofx-data-extractor
- Owner: Fabiopf02
- License: mit
- Created: 2023-01-25T03:20:31.000Z (over 2 years ago)
- Default Branch: main
- Last Pushed: 2024-02-14T15:29:48.000Z (over 1 year ago)
- Last Synced: 2024-03-14T16:23:42.829Z (over 1 year ago)
- Topics: banking, data-extraction, financial, no-dependencies, ofx, ofx-js, ofx-json, ofx-parser, open-financial-exchange, parser, qfx
- Language: TypeScript
- Homepage: https://www.npmjs.com/package/ofx-data-extractor
- Size: 439 KB
- Stars: 11
- Watchers: 1
- Forks: 5
- Open Issues: 1
-
Metadata Files:
- Readme: README.md
- Contributing: CONTRIBUTING.md
- License: LICENSE
Awesome Lists containing this project
README
# [ofx-data-extractor](https://www.npmjs.com/package/ofx-data-extractor)
[](https://badge.fury.io/js/ofx-data-extractor) [![MIT License][license-image]][license-url]
[](https://codecov.io/gh/Fabiopf02/ofx-data-extractor)
[](https://github.com/Fabiopf02/ofx-data-extractor/actions/workflows/release.yml)
## Ofx Data Extractor and Formatter
This is a `Node.js` and `Browser` module written in `TypeScript` that provides a utility for extracting data from an `OFX` file. The module can also format some of the data and retrieve specific parts of the file if requested.
### Installation
You can install this module using the Node Package Manager (`NPM`) with the following command:
**npm**
```bash
npm install ofx-data-extractor
```
**yarn**
```bash
yarn add ofx-data-extractor
```
### Methods
The `Ofx` class provides the following methods:
- `getType(): Types`: Used to get type of transactions from ofx (BANK or CREDIT_CARD)
- `fromBuffer(data: Buffer)`: Used to read files on the node. Returns the methods
- `fromBlob(data: Blob)`: Used to read files in the browser. Returns the methods below.
- `config(options: OfxConfig)`: Used for formatting the generated json.`
- `getHeaders(): OFXMetaData`: Returns the metadata section of the OFX file as an object.
- `getBankTransferList(): Pick`: Returns a list of bank transfer transactions as an object.
- `getCreditCardTransferList(): Pick`: Returns a list of credit card transactions as an object.
- `getTransactionsSummary()`: Object: Returns a summary of transactions for a bank statement as an object.
- `getContent(): OfxStructure`: Returns the OFX file content as an object.
- `toJson(): OfxResponse`: Returns the entire OFX file content as a JSON object.
### Usage
The module provides a class called Ofx that can be used to extract and format data from an `OFX` file. Here's an example of how to use it:
```typescript
import { Ofx } from 'ofx-data-extractor'
const data = 'OFXHEADER:100\nDATA:OFXSGML\nVERSION:102\n...'
const ofx = new Ofx(data) // works in node.js and browser
const headers = ofx.getHeaders()
console.log(headers)
const transactionsSummary = ofx.getTransactionsSummary()
console.log(transactionsSummary)
const bankTransferList = ofx.getBankTransferList()
console.log(bankTransferList)
const ofxResponse = ofx.toJson()
console.log(ofxResponse)
```
### Constructor
The `Ofx` class constructor takes in two arguments:
`data`: The `OFX` file content as a string or a Buffer.
`config`: Optional configuration options for formatting the OFX data.
### Read data - static methods (`Node.js`)
```typescript
import { Ofx } from 'ofx-data-extractor'
import fs from 'fs'
const file = await fs.readFile('/path/to/file')
const ofx = await Ofx.fromBuffer(file)
const ofxResponse = ofx.toJson()
console.log(ofxResponse)
```
### Read data - static methods (`Browser`)
```typescript
import { Ofx } from 'ofx-data-extractor'
function handleFile(event) {
const ofx = Ofx.fromBlob(event.target.files[0])
const ofxResponse = ofx.toJson()
console.log(ofxResponse)
}
// tsx/jsx/html
```
### Configuration
The `Ofx` (`constructor` and `config` method) class can be configured with the following options:
- `formatDate`: A function that takes in a date string and returns a formatted date string.
- `fitId`: A string that determines how the financial institution transaction ID is handled. Possible values are "separated" (the default) or "included".
- `nativeTypes`: A boolean value that determines whether numeric fields should be represented as numbers or strings in the resulting JSON object.
[license-image]: https://img.shields.io/badge/license-MIT-blue.svg?style=flat
[license-url]: LICENSE