README.md in onfido-1.1.1 vs README.md in onfido-2.0.0

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@@ -1,182 +1,55 @@ # Onfido -A thin wrapper for Onfido's API. +The official Ruby library for integrating with the Onfido API. [![Gem Version](https://badge.fury.io/rb/onfido.svg)](http://badge.fury.io/rb/onfido) [![Build Status](https://travis-ci.org/onfido/onfido-ruby.svg?branch=master)](https://travis-ci.org/onfido/onfido-ruby) -This gem supports only `v3` of Onfido's API from version `1.0.0` onwards. The latest version that supports `v2` of Onfido's API is `0.15.0`. `v1` of Onfido's API is deprecated. +Documentation can be found at https://documentation.onfido.com -The gem is compatible with Ruby 2.2.0 and onwards. Earlier versions of Ruby have [reached end-of-life](https://www.ruby-lang.org/en/news/2017/04/01/support-of-ruby-2-1-has-ended/), are no longer supported and no longer receive security fixes. +This version uses Onfido API v3.1 and is compatible with Ruby 2.4 onwards. Refer to our [API versioning guide](https://developers.onfido.com/guide/api-versioning-policy#client-libraries) for details of which client library versions use which versions of the API. -Refer to Onfido's [API documentation](https://documentation.onfido.com) for details of the expected requests and responses. - ## Installation Add this line to your application's Gemfile: ```ruby -gem 'onfido', '~> 1.1.1' +gem 'onfido', '~> 2.0.0' ``` -## Configuration +## Getting started -There are 5 configuration options: +Configure with your API token and region: ```ruby -Onfido.configure do |config| - config.api_key = '<YOUR_API_KEY>' - config.logger = Logger.new(STDOUT) - config.open_timeout = 30 - config.read_timeout = 80 - config.region = nil -end +onfido = Onfido::API.new( + api_key: ENV['ONFIDO_API_KEY'], + # Supports :eu, :us and :ca. Previously defaulted to :eu. + region: :eu +) ``` -### Regions - -The gem will use the default region if no region is specified. - -To specify the US region do: -`config.region = :us` - -To specify the CA region do: -`config.region = :ca` - -See https://documentation.onfido.com/#regions for supported regions. - -## Usage - -You can make API calls by using an instance of the `API` class: - -```ruby -onfido = Onfido::API.new -``` - -You can also set an API key as follows, instead of in the initializer configuration: - -```ruby -onfido = Onfido::API.new(api_key: '<YOUR_API_KEY>') -``` - -### Resources - All resources share the same interface when making API calls. Use `.create` to create a resource, `.find` to find one, and `.all` to fetch all resources. -**Note:** *All param keys should be symbols e.g. `{ report_names: ['document'] }`* +For example, to create an applicant: -#### Applicants - -Applicants are the object upon which Onfido checks are performed. - ```ruby -onfido.applicant.create(params) # => Creates an applicant -onfido.applicant.update('<APPLICANT_ID>', params) # => Updates an applicant -onfido.applicant.destroy('<APPLICANT_ID>') # => Schedule an applicant for deletion -onfido.applicant.restore('<APPLICANT_ID>') # => Restore an applicant scheduled for deletion -onfido.applicant.find('<APPLICANT_ID>') # => Finds a single applicant -onfido.applicant.all # => Returns all applicants +onfido.applicant.create( + first_name: 'Test', + last_name: 'Applicant' +) ``` -**Note:** Calling `onfido.applicant.destroy` adds the applicant and all associated documents, photos, videos, checks, and reports to the deletion queue. They will be deleted 20 days after the request is made. An applicant that is scheduled for deletion can be restored but applicants that have been permanently deleted cannot. -See https://documentation.onfido.com/#delete-applicant for more information. +Documentation and code examples can be found at https://documentation.onfido.com -#### Documents +## Error Handling -Some report types require identity documents (passport, driving licence etc.) in order to be processed. - -```ruby -onfido.document.create(applicant_id: '<APPLICANT_ID>', file: <FILE>, type: 'passport') # => Creates a document -onfido.document.find('<DOCUMENT_ID>') # => Finds a document -onfido.document.download('<DOCUMENT_ID>') # => Downloads a document as a binary data -onfido.document.all('<APPLICANT_ID>') # => Returns all documents belonging to an applicant -``` - -**Note:** The file parameter must be a `File`-like object which responds to `#read` and `#path`. -Previous versions of this gem supported providing a URL to a file accessible over HTTP or a path -to a file in the local filesystem. You should instead load the file yourself and then pass it in -to `#create`. - -See https://documentation.onfido.com/#document-types for example document types. - -#### Live Photos - -Live photos are images of the applicant’s face, typically taken at the same time as documents are provided. These photos are used to perform Facial Similarity Photo reports on the applicant. - -```ruby -onfido.live_photo.create(applicant_id: '<APPLICANT_ID>', file: <FILE>) # => Creates a live photo -onfido.live_photo.find('<LIVE_PHOTO_ID>') # => Finds a live photo -onfido.live_photo.download('<LIVE_PHOTO_ID>') # => Downloads a live photo as binary data -onfido.live_photo.all('<APPLICANT_ID>') # => Returns all live photos belonging to an applicant -``` - -**Note:** The file parameter must be a `File`-like object which responds to `#read` and `#path`. -Previous versions of this gem supported providing a URL to a file accessible over HTTP or a path -to a file in the local filesystem. You should instead load the file yourself and then pass it in -to `#create`. - -#### Checks - -Checks are performed on an applicant. Depending on the type of check you wish to perform, different information will be required when you create an applicant. A check consists of one or more reports. - -```ruby -onfido.check.create(applicant_id: '<APPLICANT_ID>', report_names: ['document', 'facial_similarity_photo']) # => Creates a check -onfido.check.find('<CHECK_ID>') # => Finds a check -onfido.check.resume('<CHECK_ID>') # => Resumes a paused check -onfido.check.all('<APPLICANT_ID>') # => Returns all an applicant's checks -``` - -#### Reports - -Reports provide details of the results of some part of a check. They are -created when a check is created, so the Onfido API only provides support for -finding and listing them. For paused reports specifically, additional support for resuming and - cancelling reports is also available. - -```ruby -onfido.report.find('<REPORT_ID>') # => Finds a report -onfido.report.all('<CHECK_ID>') # => Returns all the reports in a check -onfido.report.resume('<REPORT_ID>') # => Resumes a paused report -onfido.report.cancel('<REPORT_ID>') # => Cancels a paused report -``` - -#### Address Lookups - -Onfido provides an address lookup service, to help ensure well-formatted -addresses are provided when creating applicants. To search for addresses -by postcode, use: - -```ruby -onfido.address.all('SE1 4NG') # => Returns all addresses in a given postcode -``` - -#### Webhook Endpoints - -Onfido allows you to set up and view your webhook endpoints via the API, as well -as through the dashboard. - -```ruby -onfido.webhook.create(url: "https://webhook.url", events: ['report.completed', 'check.completed']) # => Registers a webhook endpoint -onfido.webhook.find('<WEBHOOK_ID>') # => Finds a single webhook endpoint -onfido.webhook.all # => Returns all webhook endpoints -``` - -#### SDK Tokens - -Onfido allows you to generate JSON Web Tokens via the API in order to authenticate -with Onfido's [JavaScript SDK](https://github.com/onfido/onfido-sdk-ui). - -```ruby -onfido.sdk_token.create(applicant_id: 'applicant_id', referrer: 'referrer') # => Creates a JWT -``` - -### Error Handling - There are 3 classes of errors raised by the library, all of which subclass `Onfido::OnfidoError`: + +- `Onfido::RequestError` is raised whenever Onfido returns a `4xx` response - `Onfido::ServerError` is raised whenever Onfido returns a `5xx` response -- `Onfido::RequestError` is raised whenever Onfido returns any other kind of error - `Onfido::ConnectionError` is raised whenever a network error occurs (e.g., a timeout) All 3 error classes provide the `response_code`, `response_body`, `json_body`, `type` and `fields` of the error (although for `Onfido::ServerError` and `Onfido::ConnectionError` the last 3 are likely to be `nil`). ```ruby @@ -187,12 +60,24 @@ e.fields # => { "email": { "messages": ["invalid format"] } } e.response_code # => '422' end ``` -## Webhooks +## Other configuration +Optional configuration options with their defaults: + +```ruby +onfido = Onfido::API.new( + # ... + open_timeout: 10, + read_timeout: 30 +) +``` + +## Verifying webhooks + Each webhook endpoint has a secret token, generated automatically and [exposed](https://onfido.com/documentation#register-webhook) in the API. When sending a request, Onfido includes a signature computed using the request body and this token in the `X-SHA2-Signature` header. You should compare this provided signature to one you generate yourself with the token to verify that a webhook is a genuine request from Onfido. ```ruby @@ -212,5 +97,9 @@ 1. Fork it ( https://github.com/onfido/onfido-ruby/fork ) 2. Create your feature branch (`git checkout -b my-new-feature`) 3. Commit your changes (`git commit -am 'Add some feature'`) 4. Push to the branch (`git push origin my-new-feature`) 5. Create a new Pull Request + +## More documentation + +More documentation and code examples can be found at https://documentation.onfido.com