qrtr-services/connection/connections/plaid_client.py
2020-09-21 20:49:01 -06:00

107 lines
4.1 KiB
Python
Executable File

from .abstract import AbstractConnectionClient
from django.conf import settings
import plaid
import os
import datetime
def format_error(e):
return {
'error': {
'display_message': e.display_message,
'error_code': e.code,
'error_type': e.type,
'error_message': e.message}}
class Connection(AbstractConnectionClient):
def __init__(self, credentials):
print("Plaid Connection Creation Initiated")
self.credentials = credentials
# Fill in your Plaid API keys -
# https://dashboard.plaid.com/account/keys
self.PLAID_CLIENT_ID = settings.PLAID_CLIENT_ID
self.PLAID_SECRET = settings.PLAID_SECRET
self.PLAID_PUBLIC_KEY = settings.PLAID_PUBLIC_KEY
# Use 'sandbox' to test with Plaid's Sandbox environment (username: user_good,
# password: pass_good)
# Use `development` to test with live users and credentials and `production`
# to go live
self.PLAID_ENV = settings.PLAID_ENV
# PLAID_PRODUCTS is a comma-separated list of products to use when initializing
# Link. Note that this list must contain 'assets' in order for the app to be
# able to create and retrieve asset reports.
self.PLAID_PRODUCTS = settings.PLAID_PRODUCTS
# PLAID_COUNTRY_CODES is a comma-separated list of countries for which users
# will be able to select institutions from.
self.PLAID_COUNTRY_CODES = settings.PLAID_COUNTRY_CODES
self.client = plaid.Client(
client_id=self.PLAID_CLIENT_ID,
secret=self.PLAID_SECRET,
environment=self.PLAID_ENV,
api_version='2019-05-29',
webhook='https://qrtr-services.herokuapp.com/connection/plaid-webhook/')
public_key = self.credentials.get('public_token')
auth_token = self.credentials.get('auth_token')
if not auth_token and public_key:
print("Getting Auth Token From Public Key")
authorization = self.get_auth_token(public_key)
print("AUTHORIZATION:")
print(authorization)
auth_token = authorization.get("access_token")
item_id = authorization.get("item_id")
if "error" in auth_token:
raise ValueError(f"Unable to generate Auth Token, {auth_token}")
self.credentials['auth_token'] = auth_token
self.credentials['item_id'] = item_id
print("Plaid Connection successful")
print(self.credentials)
def get_auth_token(self, public_token):
try:
exchange_response = self.client.Item.public_token.exchange(
public_token)
except Exception as e:
print("Error Occurred")
print(e)
return format_error(e)
access_token = exchange_response['access_token']
item_id = exchange_response['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')
if not auth_token:
raise Exception("Missing Auth Token")
try:
accounts = self.client.Accounts.get(auth_token)
except Exception as e:
print(e)
accounts = None
return accounts
def get_transactions(
self,
start_date=None,
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_resp = self.client.Transactions.get(
auth_token, start_date, end_date)
except plaid.errors.PlaidError as e:
return format_error(e)
return transactions_resp