def test_connect_delete():
client = Client('test_id', 'test_secret', access_token='test_chase')
response = client.connect_delete()
assert response.status_code == 200
assert to_json(response)['message'] == 'Successfully removed from system'
def test_connect_delete():
client = Client('test_id', 'test_secret', access_token='test_chase')
response = client.connect_delete()
assert response.status_code == 200
assert to_json(response)['message'] == 'Successfully removed from system'
class PlaidClient:
"""
A wrapper class around the Plaid API client.
"""
def __init__(self, access_token=None):
"""
Initializes an instance.
NOTE: we don't use the Lazy pattern here because the Plaid Client caches access tokens between method calls.
"""
self._client = Client(
client_id=current_app.config['PLAID_CLIENT_ID'],
secret=current_app.config['PLAID_SECRET'],
access_token=access_token
)
self._client.config({
'url': current_app.config['PLAID_URL']
})
def get_transactions(
self,
start: datetime.datetime=datetime.datetime.utcnow() - datetime.timedelta(days=30),
end: datetime.datetime=datetime.datetime.utcnow(),
pending=False,
account_id=None
):
"""
Retrieves transactions from the institution specified by the stored access token.
Args:
start: The start date for the transaction history set. Default one month before today.
end: The end date for the transaction history set. Default today.
pending: Whether or not to fetch pending transactions.
account_id: If not None, will fetch transactions only from this account id.
Returns:
TODO, a dictionary for now.
Raises:
TODO
"""
options = {
'pending': pending,
'gte': start.isoformat(),
'end': end.isoformat(),
'account': account_id
}
response = self._client.connect_get(options)
return self._process_transactions(response)
def delete_user(self):
"""
Deletes the user associated with this client from Plaid's cache. They will have to log in again next time.
"""
response = self._client.connect_delete()
if not response.ok:
raise exceptions.BadRequest('TODO: SOMETHING F****D UP')
def exchange_token(self, public_token):
"""
Exchanges the public_token returned by the Plaid Link module for a complete Plaid access token.
"""
response = self._client.exchange_token(public_token)
if not response.ok:
raise exceptions.BadRequest('TODO: SOMETHING F****D UP')
return response.json()['access_token']
def _process_transactions(self, response):
"""
Processes a response with data containing transactions from Plaid to be in a specific format.
Args:
response: A response from plaid.Client.
Returns:
TODO
Raises:
TODO
"""
if not response.ok:
raise exceptions.BadRequest('TODO: SOMETHING F****D UP')
response_json = response.json()
transactions = [
{
'_id': transaction['_id'],
'_account': transaction['_account'],
'date': self._process_transaction_date(transaction['date']),
'amount': transaction['amount'],
'name': self._process_transaction_name(transaction['name']),
'pending': transaction['pending']
}
for transaction
in response_json['transactions']
]
return transactions
@staticmethod
def _process_transaction_name(name):
"""
Prettify the names of transactions.
TODO: Should we do this at all, or send whatever we get from Plaid?
"""
return titlecase(name)
@staticmethod
def _process_transaction_date(date):
"""Converts `date` from YYYY-MM-DD to epoch time."""
return datetime.datetime.strptime(date, '%Y-%m-%d')
