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Merge branch 'plaid-upgrade' into dev-master

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This commit is contained in:
DJ Gillespie 2024-03-03 00:10:07 -07:00
commit 8bdbc05c59
2 changed files with 95 additions and 27 deletions
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76
connection/connections/plaid_client_v2.py
View File

@ -7,6 +7,9 @@ import plaid
from plaid.api import plaid_api
from plaid.model.link_token_create_request import LinkTokenCreateRequest
from plaid.model.link_token_create_request_user import LinkTokenCreateRequestUser
from plaid.model.item_public_token_exchange_request import ItemPublicTokenExchangeRequest
from plaid.model.transactions_sync_request import TransactionsSyncRequest
from plaid.model.accounts_get_request import AccountsGetRequest
from plaid.model.products import Products
from plaid.model.country_code import CountryCode
@ -23,7 +26,8 @@ def format_error(e):
class Connection(AbstractConnectionClient):
def __init__(self, credentials, account_id=None):
self.credentials = credentials.dict()
self.credentials = credentials
self.account_id = account_id
# Fill in your Plaid API keys -
# https://dashboard.plaid.com/account/keys
@ -51,9 +55,29 @@ class Connection(AbstractConnectionClient):
'secret': self.PLAID_SECRET,
}
)
api_client = plaid.ApiClient(configuration)
client = plaid_api.PlaidApi(api_client)
self.api_client = plaid.ApiClient(configuration)
self.client = plaid_api.PlaidApi(self.api_client)
# # Create a link_token for the given user
# request = LinkTokenCreateRequest(
# products=[Products("auth")],
# client_name="Qrtr Plaid",
# country_codes=[CountryCode('US')],
# #redirect_uri='https://domainname.com/oauth-page.html',
# language='en',
# webhook='https://webhook.example.com',
# user=LinkTokenCreateRequestUser(
# client_user_id=self.account_id
# )
# )
# response = client.link_token_create(request)
# resp_dict = response.to_dict()
# resp_dict['expiration'] = resp_dict['expiration'].strftime('%s')
# self.credentials.update(resp_dict)
# return self.credentials
def generate_auth_request(self):
# Create a link_token for the given user
request = LinkTokenCreateRequest(
products=[Products("auth")],
@ -63,13 +87,14 @@ class Connection(AbstractConnectionClient):
language='en',
webhook='https://webhook.example.com',
user=LinkTokenCreateRequestUser(
client_user_id=account_id
client_user_id=self.account_id
)
)
response = client.link_token_create(request)
response = self.client.link_token_create(request)
resp_dict = response.to_dict()
resp_dict['expiration'] = resp_dict['expiration'].strftime('%s')
self.credentials.update(response.to_dict())
# return self.credentials
self.credentials.update(resp_dict)
def get_auth_token(self, public_token):
try:
@ -84,11 +109,12 @@ class Connection(AbstractConnectionClient):
return format_error(e)
access_token = exchange_response['access_token']
item_id = exchange_response['item_id']
self.credentials.update({"access_token":access_token, "item_id":item_id})
return {"access_token":access_token, "item_id":item_id}
def get_accounts(self, auth_token=None):
if not auth_token:
auth_token = self.credentials.get('auth_token')
auth_token = self.credentials.get('access_token')
if not auth_token:
raise Exception("Missing Auth Token")
try:
@ -97,7 +123,7 @@ class Connection(AbstractConnectionClient):
except Exception as e:
print(e)
accounts = None
return accounts
return accounts.get('accounts')
def get_transactions(
self,
@ -105,22 +131,20 @@ class Connection(AbstractConnectionClient):
end_date=None,
auth_token=None):
if not auth_token:
auth_token = self.credentials.get('auth_token')
if not auth_token:
raise Exception("Missing Auth Token")
if not start_date:
start_date = '{:%Y-%m-%d}'.format(
datetime.datetime.now() + datetime.timedelta(-30))
if not end_date:
end_date = '{:%Y-%m-%d}'.format(datetime.datetime.now())
try:
transactions_req = TransactionsGetRequest(
auth_token = self.credentials.get('access_token')
request = TransactionsSyncRequest(
access_token=auth_token,
)
response = self.client.transactions_sync(request)
transactions = response['added']
# the transactions in the response are paginated, so make multiple calls while incrementing the cursor to
# retrieve all transactions
while (response['has_more']):
request = TransactionsSyncRequest(
access_token=auth_token,
start_date=start_date,
end_date=end_date
cursor=response['next_cursor']
)
transactions_resp = self.client.transactions_get(
transactions_req)
except plaid.errors.PlaidError as e:
return format_error(e)
return transactions_resp.get("transactions")
response = self.client.transactions_sync(request)
transactions += response['added']
return transactions

46
connection/views.py
View File

@ -33,6 +33,48 @@ class ConnectionViewSet(viewsets.ModelViewSet):
'delete',
'options']
@action(detail=False, methods=['post'], url_path='plaid/exchange_public_token')
def exchange_public_token(self, request):
print(f"REQUEST: {request.data}")
name = request.data.get("name", "dummyName")
account_id = request.data.get("account")
public_token = request.data.get("public_token")
user = request.user
accounts = (Account.objects.filter(pk=account_id, owner=user) |
Account.objects.filter(pk=account_id,
admin_users__in=[user]))
if not accounts:
return Response(
status=status.HTTP_400_BAD_REQUEST,
data="ERROR: Account ID not found")
else:
print(f"Account Found: {accounts[0]}")
account = accounts[0]
print(request)
plaid_conn = importlib.import_module(f"connection.connections.plaid_client_v2")
conn_type = ConnectionType.objects.get(name="Plaid")
try:
plaid_client = plaid_conn.Connection(request.data.dict(), account_id=account_id)
token = plaid_client.get_auth_token(public_token)
except ValueError:
return Response(status=status.HTTP_503,
data="ERROR: Invalid public_token")
with transaction.atomic():
conn, created = Connection.objects \
.get_or_create(name=name, type=conn_type,
defaults={
"credentials": request.data,
"account": account
})
conn.credentials = plaid_client.credentials
print(f"CREDS: {plaid_client.credentials}")
conn.save()
return Response(plaid_client.get_accounts())
@action(detail=False, methods=['post'], url_path='plaid')
def authenticate(self, request):
print(request.data)
@ -66,7 +108,8 @@ class ConnectionViewSet(viewsets.ModelViewSet):
plaid_conn = importlib.import_module(f"connection.connections.plaid_client_v2")
conn_type = ConnectionType.objects.get(name="Plaid")
try:
plaid_client = plaid_conn.Connection(request.data, account_id=account_id)
plaid_client = plaid_conn.Connection(request.data.dict(), account_id=account_id)
plaid_client.generate_auth_request()
except ValueError:
return Response(status=status.HTTP_503,
data="ERROR: Invalid public_token")
@ -82,6 +125,7 @@ class ConnectionViewSet(viewsets.ModelViewSet):
"account": account
})
conn.credentials = plaid_client.credentials
print(f"CREDS: {plaid_client.credentials}")
conn.save()
return Response(plaid_client.credentials)