def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
access_token = None
if bank_account:
related_bank = frappe.db.get_values("Bank Account",
bank_account,
["bank", "integration_id"],
as_dict=True)
access_token = frappe.db.get_value("Bank", related_bank[0].bank,
"plaid_access_token")
account_id = related_bank[0].integration_id
else:
access_token = frappe.db.get_value("Bank", bank, "plaid_access_token")
account_id = None
plaid = PlaidConnector(access_token)
transactions = []
try:
transactions = plaid.get_transactions(start_date=start_date,
end_date=end_date,
account_id=account_id)
except ItemError as e:
if e.code == "ITEM_LOGIN_REQUIRED":
msg = _("There was an error syncing transactions.") + " "
msg += _(
"Please refresh or reset the Plaid linking of the Bank {}."
).format(bank) + " "
frappe.log_error(msg, title=_("Plaid Link Refresh Required"))
return transactions
def add_institution(token, response):
response = json.loads(response)
plaid = PlaidConnector()
access_token = plaid.get_access_token(token)
bank = None
if not frappe.db.exists("Bank", response["institution"]["name"]):
try:
bank = frappe.get_doc(
{
"doctype": "Bank",
"bank_name": response["institution"]["name"],
"plaid_access_token": access_token,
}
)
bank.insert()
except Exception:
frappe.log_error("Plaid Link Error")
else:
bank = frappe.get_doc("Bank", response["institution"]["name"])
bank.plaid_access_token = access_token
bank.save()
return bank
def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
access_token = None
if bank_account:
related_bank = frappe.db.get_values("Bank Account",
bank_account,
["bank", "integration_id"],
as_dict=True)
access_token = frappe.db.get_value("Bank", related_bank[0].bank,
"plaid_access_token")
account_id = related_bank[0].integration_id
else:
access_token = frappe.db.get_value("Bank", bank, "plaid_access_token")
account_id = None
if not access_token:
frappe.throw(_("Please link your bank with Plaid first."))
plaid = PlaidConnector(access_token)
transactions = plaid.get_transactions(start_date=start_date,
end_date=end_date,
account_id=account_id)
return transactions
def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
access_token = None
if bank_account:
related_bank = frappe.db.get_values("Bank Account", bank_account, ["bank", "integration_id"], as_dict=True)
access_token = frappe.db.get_value("Bank", related_bank[0].bank, "plaid_access_token")
account_id = related_bank[0].integration_id
else:
access_token = frappe.db.get_value("Bank", bank, "plaid_access_token")
account_id = None
plaid = PlaidConnector(access_token)
transactions = plaid.get_transactions(start_date=start_date, end_date=end_date, account_id=account_id)
return transactions
def add_institution(token, response):
response = json.loads(response)
plaid = PlaidConnector()
access_token = plaid.get_access_token(token)
if not frappe.db.exists("Bank", response["institution"]["name"]):
try:
bank = frappe.get_doc({
"doctype": "Bank",
"bank_name": response["institution"]["name"],
"plaid_access_token": access_token
})
bank.insert()
except Exception:
frappe.throw(frappe.get_traceback())
else:
bank = frappe.get_doc("Bank", response["institution"]["name"])
bank.plaid_access_token = access_token
bank.save()
return bank
def get_link_token_for_update(access_token):
plaid = PlaidConnector(access_token)
return plaid.get_link_token(update_mode=True)
def get_link_token():
plaid = PlaidConnector()
return plaid.get_link_token()
