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Migrated plaid API to version 2020-09-14 #144

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Migrated plaid API to version 2020-09-14 #144

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0e7efd0
migrated to newest api
ericcater Nov 8, 2022
bb7e0ce
change package.json
ericcater Nov 8, 2022
e099683
fix pagination
ericcater Nov 9, 2022
8dbbc12
added specifying plaid api version
ericcater Nov 9, 2022
758c9f8
Merge branch 'master' into dev
kevinschaich Dec 30, 2022
b83de60
Merge branch 'master' into dev
ericcater Dec 31, 2022
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2 changes: 1 addition & 1 deletion package.json
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Original file line number Diff line number Diff line change
Expand Up @@ -38,7 +38,7 @@
"jsonc": "^2.0.0",
"lodash": "4.17.15",
"open": "^7.0.2",
"plaid": "^7.0.0",
"plaid": "^12.0.0",
"prompts": "^2.3.1",
"typescript": "3.8.3",
"typescript-json-schema": "^0.42.0",
Expand Down
126 changes: 72 additions & 54 deletions src/integrations/plaid/plaidIntegration.ts
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Original file line number Diff line number Diff line change
@@ -1,6 +1,16 @@
import path from 'path'
import { parseISO, format, subMonths } from 'date-fns'
import plaid, { TransactionsResponse, CreateLinkTokenOptions } from 'plaid'
import plaid, {
AccountBase,
Configuration,
CountryCode,
ItemPublicTokenExchangeResponse,
LinkTokenCreateRequest,
PlaidApi,
PlaidEnvironments,
Products,
TransactionsGetRequest
} from 'plaid'
import { Config, updateConfig } from '../../common/config'
import { PlaidConfig, PlaidEnvironmentType } from '../../types/integrations/plaid'
import { IntegrationId } from '../../types/integrations'
Expand All @@ -17,38 +27,38 @@ export class PlaidIntegration {
config: Config
plaidConfig: PlaidConfig
environment: string
client: plaid.Client
user: plaid.User
client: PlaidApi
user: any

constructor(config: Config) {
this.config = config
this.plaidConfig = this.config.integrations[IntegrationId.Plaid] as PlaidConfig

this.environment =
this.plaidConfig.environment === PlaidEnvironmentType.Development
? plaid.environments.development
: plaid.environments.sandbox

this.client = new plaid.Client({
clientID: this.plaidConfig.credentials.clientId,
secret: this.plaidConfig.credentials.secret,
env: this.environment,
options: {
version: '2019-05-29'
? PlaidEnvironments.development
: PlaidEnvironments.sandbox

const configuration = new Configuration({
basePath: this.environment,
baseOptions: {
headers: {
'PLAID-CLIENT-ID': this.plaidConfig.credentials.clientId,
'PLAID-SECRET': this.plaidConfig.credentials.secret,
'Plaid-Version': '2020-09-14',
}
}
})

this.client = new PlaidApi(configuration)

// In production this is supposed to be a unique identifier but for Mintable we only have one user (you)
this.user = {
client_user_id: PLAID_USER_ID
}
}

public exchangeAccessToken = (accessToken: string): Promise<string> =>
// Exchange an expired API access_token for a new Link public_token
this.client.createPublicToken(accessToken).then(token => token.public_token)

public savePublicToken = (tokenResponse: plaid.TokenResponse): void => {
public savePublicToken = (tokenResponse: ItemPublicTokenExchangeResponse): void => {
updateConfig(config => {
config.accounts[tokenResponse.item_id] = {
id: tokenResponse.item_id,
Expand All @@ -71,12 +81,11 @@ export class PlaidIntegration {
let server: http.Server

app.post('/get_access_token', (req, res) => {
console.log(req.body.public_token)
if (req.body.public_token !== undefined) {
client.exchangePublicToken(req.body.public_token, (error, tokenResponse) => {
if (error != null) {
reject(logError('Encountered error exchanging Plaid public token.', error))
}
this.savePublicToken(tokenResponse)
client.itemPublicTokenExchange({ public_token: req.body.public_token }).then(res => {
this.savePublicToken(res.data)
console.log(res.data)
resolve(logInfo('Plaid access token saved.', req.body))
})
} else if (req.body.exit !== undefined) {
Expand All @@ -98,9 +107,9 @@ export class PlaidIntegration {
const accountConfig: PlaidAccountConfig = this.config.accounts[accountId] as PlaidAccountConfig
if (accountConfig.integration === IntegrationId.Plaid) {
try {
await this.client.getAccounts(accountConfig.token).then(resp => {
await this.client.accountsGet({ access_token: accountConfig.token }).then(resp => {
accounts.push({
name: resp.accounts[0].name,
name: resp.data.accounts[0].name,
token: accountConfig.token
})
})
Expand All @@ -116,29 +125,21 @@ export class PlaidIntegration {
})

app.post('/create_link_token', async (req, res) => {
const clientUserId = this.user.client_user_id
const options: CreateLinkTokenOptions = {
const options: LinkTokenCreateRequest = {
user: {
client_user_id: clientUserId
client_user_id: this.user.client_user_id
},
client_name: 'Mintable',
products: ['transactions'],
country_codes: ['US'], // TODO
products: [Products.Transactions],
country_codes: [CountryCode.Us], // TODO
language: 'en' // TODO
}
if (req.body.access_token) {
options.access_token = req.body.access_token
delete options.products
}
this.client.createLinkToken(options, (err, data) => {
if (err) {
logError('Error creating Plaid link token.', err)
}
logInfo('Successfully created Plaid link token.')
res.json({ link_token: data.link_token })
})
})

const result = await this.client.linkTokenCreate(options)

res.json({ link_token: result.data.link_token })
console.log(result.data.link_token)
})
app.post('/remove', async (req, res) => {
try {
await updateConfig(config => {
Expand Down Expand Up @@ -178,25 +179,42 @@ export class PlaidIntegration {
accountConfig: AccountConfig,
startDate: Date,
endDate: Date
): Promise<TransactionsResponse> => {
): Promise<{ accounts: AccountBase[]; transactions: plaid.Transaction[] }> => {
return new Promise(async (resolve, reject) => {
accountConfig = accountConfig as PlaidAccountConfig

const dateFormat = 'yyyy-MM-dd'
const start = format(startDate, dateFormat)
const end = format(endDate, dateFormat)

const request: TransactionsGetRequest = {
access_token: accountConfig.token,
start_date: start,
end_date: end
}

try {
const dateFormat = 'yyyy-MM-dd'
const start = format(startDate, dateFormat)
const end = format(endDate, dateFormat)
const response = await this.client.transactionsGet(request)

let options: plaid.TransactionsRequestOptions = { count: 500, offset: 0 }
let accounts = await this.client.getTransactions(accountConfig.token, start, end, options)
let transactions = response.data.transactions
const total_transactions = response.data.total_transactions
// Manipulate the offset parameter to paginate
// transactions and retrieve all available data

while (accounts.transactions.length < accounts.total_transactions) {
options.offset += options.count
const next_page = await this.client.getTransactions(accountConfig.token, start, end, options)
accounts.transactions = accounts.transactions.concat(next_page.transactions)
}
while (transactions.length < total_transactions) {
const paginatedRequest: TransactionsGetRequest = {
...request,
options: {
offset: transactions.length
}
}

return resolve(accounts)
const paginatedResponse = await this.client.transactionsGet(paginatedRequest)
transactions = transactions.concat(paginatedResponse.data.transactions)
}
return resolve({ accounts: response.data.accounts, transactions: transactions })
} catch (e) {
console.log(e)
return reject(e)
}
})
Expand Down Expand Up @@ -255,7 +273,7 @@ export class PlaidIntegration {
}))

logInfo(
`Fetched ${data.accounts.length} sub-accounts and ${data.total_transactions} transactions.`,
`Fetched ${data.accounts.length} sub-accounts and ${data.transactions.length} transactions.`,
accounts
)
return accounts
Expand Down