refactor(plaid): move configuration from site_config to doctype (#18712)
* feat(plaid): move plaid from site_config to doctype plaid requires accessing site_config and cloud users cannot access site_config and hence, plaid integration doesn't work on the cloud. Moving all the configuration from site_config to the Plaid Settings doctype fixes this issue. Signed-off-by: Chinmay D. Pai <chinmaydpai@gmail.com> * feat(plaid): make changes to plaid_settings and add patch * remove all references for get()-ing plaid variables from frappe.conf and replace them with values from doctype * add patch to move all existing plaid settings variable values from frappe.conf to plaid_settings doctype Signed-off-by: Chinmay D. Pai <chinmaydpai@gmail.com> * fix(plaid): use get_single_value for Plaid Settings Co-Authored-By: Himanshu <himanshuwarekar@yahoo.com> * chore: reload plaid_settings before running patch Signed-off-by: Chinmay D. Pai <chinmaydpai@gmail.com> * chore: remove useless semicolon fuck codacy Signed-off-by: Chinmay D. Pai <chinmaydpai@gmail.com>
This commit is contained in:
Chinmay Pai
Nabin Hait
parent
f8899827e0
commit
b3c732daf5
@ -3,30 +3,31 @@
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# For license information, please see license.txt
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from __future__ import unicode_literals
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import frappe
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from frappe import _
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import requests
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from frappe.utils.password import get_decrypted_password
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from plaid import Client
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from plaid.errors import APIError, ItemError
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import frappe
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import requests
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class PlaidConnector():
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def __init__(self, access_token=None):
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if not(frappe.conf.get("plaid_client_id") and frappe.conf.get("plaid_secret") and frappe.conf.get("plaid_public_key")):
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frappe.throw(_("Please complete your Plaid API configuration before synchronizing your account"))
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plaid_settings = frappe.get_single("Plaid Settings")
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self.config = {
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"plaid_client_id": frappe.conf.get("plaid_client_id"),
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"plaid_secret": frappe.conf.get("plaid_secret"),
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"plaid_public_key": frappe.conf.get("plaid_public_key"),
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"plaid_env": frappe.conf.get("plaid_env")
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"plaid_client_id": plaid_settings.plaid_client_id,
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"plaid_secret": get_decrypted_password("Plaid Settings", "Plaid Settings", 'plaid_secret'),
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"plaid_public_key": plaid_settings.plaid_public_key,
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"plaid_env": plaid_settings.plaid_env
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}
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self.client = Client(client_id=self.config["plaid_client_id"],
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secret=self.config["plaid_secret"],
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public_key=self.config["plaid_public_key"],
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environment=self.config["plaid_env"]
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)
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self.client = Client(client_id=self.config.get("plaid_client_id"),
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secret=self.config.get("plaid_secret"),
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public_key=self.config.get("plaid_public_key"),
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environment=self.config.get("plaid_env")
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)
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self.access_token = access_token
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@ -78,4 +79,4 @@ class PlaidConnector():
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transactions.extend(response['transactions'])
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return transactions
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except Exception:
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frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))
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frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))
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@ -4,8 +4,18 @@
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frappe.provide("erpnext.integrations");
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frappe.ui.form.on('Plaid Settings', {
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link_new_account: function(frm) {
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new erpnext.integrations.plaidLink(frm);
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enabled: function(frm) {
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frm.toggle_reqd('plaid_client_id', frm.doc.enabled);
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frm.toggle_reqd('plaid_secret', frm.doc.enabled);
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frm.toggle_reqd('plaid_public_key', frm.doc.enabled);
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frm.toggle_reqd('plaid_env', frm.doc.enabled);
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},
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refresh: function(frm) {
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if(frm.doc.enabled) {
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frm.add_custom_button('Link a new bank account', () => {
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new erpnext.integrations.plaidLink(frm);
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});
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}
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}
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});
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@ -19,20 +29,10 @@ erpnext.integrations.plaidLink = class plaidLink {
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init_config() {
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const me = this;
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frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.plaid_configuration')
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.then(result => {
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if (result !== "disabled") {
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if (result.plaid_env == undefined || result.plaid_public_key == undefined) {
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frappe.throw(__("Please add valid Plaid api keys in site_config.json first"));
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}
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me.plaid_env = result.plaid_env;
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me.plaid_public_key = result.plaid_public_key;
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me.client_name = result.client_name;
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me.init_plaid();
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} else {
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frappe.throw(__("Please save your document before adding a new account"));
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}
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});
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me.plaid_env = me.frm.doc.plaid_env;
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me.plaid_public_key = me.frm.doc.plaid_public_key;
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me.client_name = frappe.boot.sitename;
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me.init_plaid();
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}
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init_plaid() {
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@ -104,4 +104,4 @@ erpnext.integrations.plaidLink = class plaidLink {
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});
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}, __("Select a company"), __("Continue"));
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}
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};
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};
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@ -1,161 +1,96 @@
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{
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"allow_copy": 0,
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"allow_events_in_timeline": 0,
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"allow_guest_to_view": 0,
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"allow_import": 0,
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"allow_rename": 0,
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"beta": 0,
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"creation": "2018-10-25 10:02:48.656165",
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"custom": 0,
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"docstatus": 0,
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"doctype": "DocType",
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"document_type": "",
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"editable_grid": 1,
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"engine": "InnoDB",
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"creation": "2018-10-25 10:02:48.656165",
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"doctype": "DocType",
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"editable_grid": 1,
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"engine": "InnoDB",
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"field_order": [
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"enabled",
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"column_break_2",
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"automatic_sync",
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"section_break_4",
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"plaid_client_id",
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"plaid_secret",
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"column_break_7",
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"plaid_public_key",
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"plaid_env"
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],
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"fields": [
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{
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"allow_bulk_edit": 0,
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"allow_in_quick_entry": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"fieldname": "enabled",
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"fieldtype": "Check",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Enabled",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"precision": "",
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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},
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"default": "0",
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"fieldname": "enabled",
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"fieldtype": "Check",
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"label": "Enabled"
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},
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{
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"allow_bulk_edit": 0,
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"allow_in_quick_entry": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"depends_on": "eval:doc.enabled==1",
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"fieldname": "automatic_sync",
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"fieldtype": "Check",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Synchronize all accounts every hour",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"precision": "",
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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},
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"default": "0",
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"depends_on": "eval:doc.enabled==1",
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"fieldname": "automatic_sync",
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"fieldtype": "Check",
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"label": "Synchronize all accounts every hour"
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},
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{
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"allow_bulk_edit": 0,
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"allow_in_quick_entry": 0,
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"allow_on_submit": 0,
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"bold": 0,
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"collapsible": 0,
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"columns": 0,
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"depends_on": "eval:(doc.enabled==1)&&(!doc.__islocal)",
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"fieldname": "link_new_account",
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"fieldtype": "Button",
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"hidden": 0,
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"ignore_user_permissions": 0,
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"ignore_xss_filter": 0,
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"in_filter": 0,
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"in_global_search": 0,
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"in_list_view": 0,
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"in_standard_filter": 0,
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"label": "Link a new bank account",
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"length": 0,
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"no_copy": 0,
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"permlevel": 0,
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"precision": "",
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"print_hide": 0,
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"print_hide_if_no_value": 0,
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"read_only": 0,
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"remember_last_selected_value": 0,
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"report_hide": 0,
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"reqd": 0,
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"search_index": 0,
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"set_only_once": 0,
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"translatable": 0,
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"unique": 0
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"depends_on": "eval:doc.enabled==1",
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"fieldname": "plaid_client_id",
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"fieldtype": "Data",
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"in_list_view": 1,
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"label": "Plaid Client ID",
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"reqd": 1
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},
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{
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"depends_on": "eval:doc.enabled==1",
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"fieldname": "plaid_secret",
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"fieldtype": "Password",
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"in_list_view": 1,
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"label": "Plaid Secret",
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"reqd": 1
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},
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{
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"depends_on": "eval:doc.enabled==1",
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"fieldname": "plaid_public_key",
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"fieldtype": "Data",
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"in_list_view": 1,
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"label": "Plaid Public Key",
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"reqd": 1
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},
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{
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"depends_on": "eval:doc.enabled==1",
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"fieldname": "plaid_env",
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"fieldtype": "Data",
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"in_list_view": 1,
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"label": "Plaid Environment",
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"reqd": 1
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},
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{
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"fieldname": "column_break_2",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "section_break_4",
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"fieldtype": "Section Break"
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},
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{
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"fieldname": "column_break_7",
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"fieldtype": "Column Break"
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}
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],
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"has_web_view": 0,
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"hide_heading": 0,
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"hide_toolbar": 0,
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"idx": 0,
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"image_view": 0,
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"in_create": 0,
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"is_submittable": 0,
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"issingle": 1,
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"istable": 0,
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"max_attachments": 0,
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"modified": "2018-12-14 12:51:12.331395",
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"modified_by": "Administrator",
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"module": "ERPNext Integrations",
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"name": "Plaid Settings",
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"name_case": "",
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"owner": "Administrator",
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],
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"issingle": 1,
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"modified": "2019-08-13 17:00:06.939422",
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"modified_by": "Administrator",
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"module": "ERPNext Integrations",
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"name": "Plaid Settings",
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"owner": "Administrator",
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"permissions": [
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{
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"amend": 0,
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"cancel": 0,
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 0,
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"if_owner": 0,
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"import": 0,
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"permlevel": 0,
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"print": 1,
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"read": 1,
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"report": 0,
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"role": "System Manager",
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"set_user_permissions": 0,
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"share": 1,
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"submit": 0,
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"create": 1,
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"delete": 1,
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"email": 1,
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"print": 1,
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"read": 1,
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"role": "System Manager",
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"share": 1,
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"write": 1
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}
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],
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"quick_entry": 0,
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"read_only": 0,
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"read_only_onload": 0,
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"show_name_in_global_search": 0,
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"sort_field": "modified",
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"sort_order": "DESC",
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"track_changes": 0,
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"track_seen": 0,
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"track_views": 0
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],
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"sort_field": "modified",
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"sort_order": "DESC"
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}
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@ -16,8 +16,13 @@ class PlaidSettings(Document):
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@frappe.whitelist()
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def plaid_configuration():
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if frappe.db.get_value("Plaid Settings", None, "enabled") == "1":
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return {"plaid_public_key": frappe.conf.get("plaid_public_key") or None, "plaid_env": frappe.conf.get("plaid_env") or None, "client_name": frappe.local.site }
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if frappe.db.get_single_value("Plaid Settings", "enabled"):
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plaid_settings = frappe.get_single("Plaid Settings")
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return {
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"plaid_public_key": plaid_settings.plaid_public_key,
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"plaid_env": plaid_settings.plaid_env,
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"client_name": frappe.local.site
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}
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else:
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return "disabled"
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@ -625,6 +625,7 @@ erpnext.patches.v12_0.add_default_buying_selling_terms_in_company
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erpnext.patches.v12_0.update_ewaybill_field_position
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erpnext.patches.v12_0.create_accounting_dimensions_in_missing_doctypes
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erpnext.patches.v11_1.set_status_for_material_request_type_manufacture
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erpnext.patches.v12_0.move_plaid_settings_to_doctype
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execute:frappe.reload_doc('desk', 'doctype','dashboard_chart_link')
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execute:frappe.reload_doc('desk', 'doctype','dashboard')
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execute:frappe.reload_doc('desk', 'doctype','dashboard_chart_source')
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22
erpnext/patches/v12_0/move_plaid_settings_to_doctype.py
Normal file
22
erpnext/patches/v12_0/move_plaid_settings_to_doctype.py
Normal file
@ -0,0 +1,22 @@
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# Copyright (c) 2017, Frappe and Contributors
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# License: GNU General Public License v3. See license.txt
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from __future__ import unicode_literals
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import frappe
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def execute():
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frappe.reload_doc("erpnext_integrations", "doctype", "plaid_settings")
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plaid_settings = frappe.get_single("Plaid Settings")
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if plaid_settings.enabled:
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if not (frappe.conf.plaid_client_id and frappe.conf.plaid_env \
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and frappe.conf.plaid_public_key and frappe.conf.plaid_secret):
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plaid_settings.enabled = 0
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else:
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plaid_settings.update({
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"plaid_client_id": frappe.conf.plaid_client_id,
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"plaid_public_key": frappe.conf.plaid_public_key,
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"plaid_env": frappe.conf.plaid_env,
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"plaid_secret": frappe.conf.plaid_secret
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})
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plaid_settings.flags.ignore_mandatory = True
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plaid_settings.save()
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