fix: use Plaid's new API (develop) (#23318)
Co-authored-by: Mangesh-Khairnar <mkhairnar10@gmail.com>
This commit is contained in:
Rohan
GitHub
parent
44c692ed40
commit
e42f08085b
@ -72,7 +72,7 @@ erpnext.accounts.bankReconciliation = class BankReconciliation {
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check_plaid_status() {
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const me = this;
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frappe.db.get_value("Plaid Settings", "Plaid Settings", "enabled", (r) => {
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if (r && r.enabled == "1") {
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if (r && r.enabled === "1") {
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me.plaid_status = "active"
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} else {
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me.plaid_status = "inactive"
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@ -139,7 +139,7 @@ erpnext.accounts.bankTransactionUpload = class bankTransactionUpload {
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}
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make() {
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const me = this;
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const me = this;
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new frappe.ui.FileUploader({
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method: 'erpnext.accounts.doctype.bank_transaction.bank_transaction_upload.upload_bank_statement',
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allow_multiple: 0,
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@ -214,31 +214,35 @@ erpnext.accounts.bankTransactionSync = class bankTransactionSync {
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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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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.sync_transactions()
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})
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frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.get_plaid_configuration')
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.then(result => {
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me.plaid_env = result.plaid_env;
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me.client_name = result.client_name;
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me.link_token = result.link_token;
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me.sync_transactions();
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})
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}
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sync_transactions() {
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const me = this;
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frappe.db.get_value("Bank Account", me.parent.bank_account, "bank", (v) => {
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frappe.db.get_value("Bank Account", me.parent.bank_account, "bank", (r) => {
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frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions', {
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bank: v['bank'],
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bank: r.bank,
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bank_account: me.parent.bank_account,
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freeze: true
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})
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.then((result) => {
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let result_title = (result.length > 0) ? __("{0} bank transaction(s) created", [result.length]) : __("This bank account is already synchronized")
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let result_title = (result && result.length > 0)
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? __("{0} bank transaction(s) created", [result.length])
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: __("This bank account is already synchronized");
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let result_msg = `
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<div class="flex justify-center align-center text-muted" style="height: 50vh; display: flex;">
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<h5 class="text-muted">${result_title}</h5>
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</div>`
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<div class="flex justify-center align-center text-muted" style="height: 50vh; display: flex;">
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<h5 class="text-muted">${result_title}</h5>
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</div>`
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this.parent.$main_section.append(result_msg)
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frappe.show_alert({message:__("Bank account '{0}' has been synchronized", [me.parent.bank_account]), indicator:'green'});
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frappe.show_alert({ message: __("Bank account '{0}' has been synchronized", [me.parent.bank_account]), indicator: 'green' });
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})
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})
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}
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@ -384,7 +388,7 @@ erpnext.accounts.ReconciliationRow = class ReconciliationRow {
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})
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frappe.xcall('erpnext.accounts.page.bank_reconciliation.bank_reconciliation.get_linked_payments',
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{bank_transaction: data, freeze:true, freeze_message:__("Finding linked payments")}
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{ bank_transaction: data, freeze: true, freeze_message: __("Finding linked payments") }
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).then((result) => {
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me.make_dialog(result)
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})
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@ -2,81 +2,84 @@
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# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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from __future__ import unicode_literals
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from frappe import _
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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 plaid
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import requests
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from plaid.errors import APIError, ItemError, InvalidRequestError
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import frappe
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import requests
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from frappe import _
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class PlaidConnector():
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def __init__(self, access_token=None):
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plaid_settings = frappe.get_single("Plaid Settings")
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self.config = {
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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.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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self.settings = frappe.get_single("Plaid Settings")
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self.products = ["auth", "transactions"]
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self.client_name = frappe.local.site
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self.client = plaid.Client(
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client_id=self.settings.plaid_client_id,
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secret=self.settings.get_password("plaid_secret"),
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environment=self.settings.plaid_env,
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api_version="2019-05-29"
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)
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def get_access_token(self, public_token):
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if public_token is None:
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frappe.log_error(_("Public token is missing for this bank"), _("Plaid public token error"))
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response = self.client.Item.public_token.exchange(public_token)
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access_token = response['access_token']
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access_token = response["access_token"]
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return access_token
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def get_link_token(self):
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token_request = {
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"client_name": self.client_name,
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"client_id": self.settings.plaid_client_id,
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"secret": self.settings.plaid_secret,
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"products": self.products,
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# only allow Plaid-supported languages and countries (LAST: Sep-19-2020)
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"language": frappe.local.lang if frappe.local.lang in ["en", "fr", "es", "nl"] else "en",
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"country_codes": ["US", "CA", "FR", "IE", "NL", "ES", "GB"],
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"user": {
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"client_user_id": frappe.generate_hash(frappe.session.user, length=32)
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}
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}
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try:
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response = self.client.LinkToken.create(token_request)
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except InvalidRequestError:
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frappe.log_error(frappe.get_traceback(), _("Plaid invalid request error"))
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frappe.msgprint(_("Please check your Plaid client ID and secret values"))
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except APIError as e:
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frappe.log_error(frappe.get_traceback(), _("Plaid authentication error"))
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frappe.throw(_(str(e)), title=_("Authentication Failed"))
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else:
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return response["link_token"]
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def auth(self):
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try:
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self.client.Auth.get(self.access_token)
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print("Authentication successful.....")
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except ItemError as e:
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if e.code == 'ITEM_LOGIN_REQUIRED':
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pass
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else:
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if e.code == "ITEM_LOGIN_REQUIRED":
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pass
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except APIError as e:
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if e.code == 'PLANNED_MAINTENANCE':
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pass
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else:
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if e.code == "PLANNED_MAINTENANCE":
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pass
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except requests.Timeout:
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pass
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except Exception as e:
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print(e)
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frappe.log_error(frappe.get_traceback(), _("Plaid authentication error"))
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frappe.msgprint({"title": _("Authentication Failed"), "message":e, "raise_exception":1, "indicator":'red'})
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frappe.throw(_(str(e)), title=_("Authentication Failed"))
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def get_transactions(self, start_date, end_date, account_id=None):
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self.auth()
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account_ids = list(account_id) if account_id else None
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try:
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self.auth()
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if account_id:
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account_ids = [account_id]
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response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, account_ids=account_ids)
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else:
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response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date)
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transactions = response['transactions']
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while len(transactions) < response['total_transactions']:
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response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, account_ids=account_ids)
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transactions = response["transactions"]
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while len(transactions) < response["total_transactions"]:
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response = self.client.Transactions.get(self.access_token, start_date=start_date, end_date=end_date, offset=len(transactions))
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transactions.extend(response['transactions'])
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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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@ -4,14 +4,14 @@
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frappe.provide("erpnext.integrations");
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frappe.ui.form.on('Plaid Settings', {
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enabled: function(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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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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@ -22,17 +22,16 @@ frappe.ui.form.on('Plaid Settings', {
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erpnext.integrations.plaidLink = class plaidLink {
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constructor(parent) {
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this.frm = parent;
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this.product = ["transactions", "auth"];
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this.plaidUrl = 'https://cdn.plaid.com/link/v2/stable/link-initialize.js';
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this.init_config();
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}
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init_config() {
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const me = this;
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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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async init_config() {
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this.product = ["auth", "transactions"];
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this.plaid_env = this.frm.doc.plaid_env;
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this.client_name = frappe.boot.sitename;
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this.token = await this.frm.call("get_link_token").then(resp => resp.message);
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this.init_plaid();
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}
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init_plaid() {
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@ -69,17 +68,17 @@ erpnext.integrations.plaidLink = class plaidLink {
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}
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onScriptLoaded(me) {
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me.linkHandler = window.Plaid.create({
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me.linkHandler = Plaid.create({
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clientName: me.client_name,
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product: me.product,
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env: me.plaid_env,
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key: me.plaid_public_key,
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onSuccess: me.plaid_success,
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product: me.product
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token: me.token,
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onSuccess: me.plaid_success
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});
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}
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onScriptError(error) {
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frappe.msgprint('There was an issue loading the link-initialize.js script');
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frappe.msgprint("There was an issue connecting to Plaid's authentication server");
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frappe.msgprint(error);
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}
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@ -87,21 +86,25 @@ erpnext.integrations.plaidLink = class plaidLink {
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const me = this;
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frappe.prompt({
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fieldtype:"Link",
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fieldtype: "Link",
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options: "Company",
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label:__("Company"),
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fieldname:"company",
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reqd:1
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label: __("Company"),
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fieldname: "company",
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reqd: 1
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}, (data) => {
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me.company = data.company;
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frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_institution', {token: token, response: response})
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.then((result) => {
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frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_bank_accounts', {response: response,
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bank: result, company: me.company});
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})
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.then(() => {
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frappe.show_alert({message:__("Bank accounts added"), indicator:'green'});
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frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_institution', {
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token: token,
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response: response
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}).then((result) => {
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frappe.xcall('erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.add_bank_accounts', {
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response: response,
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bank: result,
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company: me.company
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});
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}).then(() => {
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frappe.show_alert({ message: __("Bank accounts added"), indicator: 'green' });
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});
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}, __("Select a company"), __("Continue"));
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}
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};
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@ -1,5 +1,4 @@
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{
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"actions": [],
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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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@ -12,7 +11,6 @@
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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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@ -41,12 +39,6 @@
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"in_list_view": 1,
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"label": "Plaid Secret"
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},
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{
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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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},
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{
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"fieldname": "plaid_env",
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"fieldtype": "Select",
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@ -69,8 +61,7 @@
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}
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],
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"issingle": 1,
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"links": [],
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"modified": "2020-02-07 15:21:11.616231",
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"modified": "2020-09-12 02:31:44.542385",
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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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@ -2,30 +2,36 @@
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# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and contributors
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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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import json
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from frappe import _
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from frappe.model.document import Document
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import frappe
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from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
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from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_connector import PlaidConnector
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from frappe.utils import getdate, formatdate, today, add_months
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from frappe import _
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from frappe.desk.doctype.tag.tag import add_tag
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from frappe.model.document import Document
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from frappe.utils import add_months, formatdate, getdate, today
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class PlaidSettings(Document):
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pass
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@staticmethod
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def get_link_token():
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plaid = PlaidConnector()
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return plaid.get_link_token()
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@frappe.whitelist()
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def plaid_configuration():
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def get_plaid_configuration():
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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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"link_token": plaid_settings.get_link_token(),
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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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return "disabled"
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@frappe.whitelist()
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def add_institution(token, response):
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@ -33,6 +39,7 @@ def add_institution(token, response):
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plaid = PlaidConnector()
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access_token = plaid.get_access_token(token)
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bank = None
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if not frappe.db.exists("Bank", response["institution"]["name"]):
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try:
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@ -44,7 +51,6 @@ def add_institution(token, response):
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bank.insert()
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except Exception:
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frappe.throw(frappe.get_traceback())
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else:
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bank = frappe.get_doc("Bank", response["institution"]["name"])
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bank.plaid_access_token = access_token
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@ -52,6 +58,7 @@ def add_institution(token, response):
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return bank
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@frappe.whitelist()
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def add_bank_accounts(response, bank, company):
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try:
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@ -92,9 +99,8 @@ def add_bank_accounts(response, bank, company):
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new_account.insert()
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result.append(new_account.name)
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except frappe.UniqueValidationError:
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frappe.msgprint(_("Bank account {0} already exists and could not be created again").format(new_account.account_name))
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frappe.msgprint(_("Bank account {0} already exists and could not be created again").format(account["name"]))
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except Exception:
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frappe.throw(frappe.get_traceback())
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@ -103,6 +109,7 @@ def add_bank_accounts(response, bank, company):
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|
||||
return result
|
||||
|
||||
|
||||
def add_account_type(account_type):
|
||||
try:
|
||||
frappe.get_doc({
|
||||
@ -122,10 +129,11 @@ def add_account_subtype(account_subtype):
|
||||
except Exception:
|
||||
frappe.throw(frappe.get_traceback())
|
||||
|
||||
|
||||
@frappe.whitelist()
|
||||
def sync_transactions(bank, bank_account):
|
||||
'''Sync transactions based on the last integration date as the start date, after the sync is completed
|
||||
add the transaction date of the oldest transaction as the last integration date'''
|
||||
"""Sync transactions based on the last integration date as the start date, after sync is completed
|
||||
add the transaction date of the oldest transaction as the last integration date."""
|
||||
last_transaction_date = frappe.db.get_value("Bank Account", bank_account, "last_integration_date")
|
||||
if last_transaction_date:
|
||||
start_date = formatdate(last_transaction_date, "YYYY-MM-dd")
|
||||
@ -147,10 +155,10 @@ def sync_transactions(bank, bank_account):
|
||||
len(result), bank_account, start_date, end_date))
|
||||
|
||||
frappe.db.set_value("Bank Account", bank_account, "last_integration_date", last_transaction_date)
|
||||
|
||||
except Exception:
|
||||
frappe.log_error(frappe.get_traceback(), _("Plaid transactions sync error"))
|
||||
|
||||
|
||||
def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
|
||||
access_token = None
|
||||
|
||||
@ -168,6 +176,7 @@ def get_transactions(bank, bank_account=None, start_date=None, end_date=None):
|
||||
|
||||
return transactions
|
||||
|
||||
|
||||
def new_bank_transaction(transaction):
|
||||
result = []
|
||||
|
||||
@ -182,8 +191,8 @@ def new_bank_transaction(transaction):
|
||||
|
||||
status = "Pending" if transaction["pending"] == "True" else "Settled"
|
||||
|
||||
tags = []
|
||||
try:
|
||||
tags = []
|
||||
tags += transaction["category"]
|
||||
tags += ["Plaid Cat. {}".format(transaction["category_id"])]
|
||||
except KeyError:
|
||||
@ -216,6 +225,7 @@ def new_bank_transaction(transaction):
|
||||
|
||||
return result
|
||||
|
||||
|
||||
def automatic_synchronization():
|
||||
settings = frappe.get_doc("Plaid Settings", "Plaid Settings")
|
||||
|
||||
@ -223,4 +233,8 @@ def automatic_synchronization():
|
||||
plaid_accounts = frappe.get_all("Bank Account", filters={"integration_id": ["!=", ""]}, fields=["name", "bank"])
|
||||
|
||||
for plaid_account in plaid_accounts:
|
||||
frappe.enqueue("erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions", bank=plaid_account.bank, bank_account=plaid_account.name)
|
||||
frappe.enqueue(
|
||||
"erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings.sync_transactions",
|
||||
bank=plaid_account.bank,
|
||||
bank_account=plaid_account.name
|
||||
)
|
||||
|
||||
@ -1,14 +1,17 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# Copyright (c) 2018, Frappe Technologies Pvt. Ltd. and Contributors
|
||||
# See license.txt
|
||||
from __future__ import unicode_literals
|
||||
|
||||
import unittest
|
||||
import frappe
|
||||
from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings import plaid_configuration, add_account_type, add_account_subtype, new_bank_transaction, add_bank_accounts
|
||||
import json
|
||||
from frappe.utils.response import json_handler
|
||||
import unittest
|
||||
|
||||
import frappe
|
||||
from erpnext.accounts.doctype.journal_entry.journal_entry import get_default_bank_cash_account
|
||||
from erpnext.erpnext_integrations.doctype.plaid_settings.plaid_settings import (
|
||||
add_account_subtype, add_account_type, add_bank_accounts,
|
||||
new_bank_transaction, get_plaid_configuration)
|
||||
from frappe.utils.response import json_handler
|
||||
|
||||
|
||||
class TestPlaidSettings(unittest.TestCase):
|
||||
def setUp(self):
|
||||
@ -31,7 +34,7 @@ class TestPlaidSettings(unittest.TestCase):
|
||||
|
||||
def test_plaid_disabled(self):
|
||||
frappe.db.set_value("Plaid Settings", None, "enabled", 0)
|
||||
self.assertTrue(plaid_configuration() == "disabled")
|
||||
self.assertTrue(get_plaid_configuration() == "disabled")
|
||||
|
||||
def test_add_account_type(self):
|
||||
add_account_type("brokerage")
|
||||
@ -64,7 +67,7 @@ class TestPlaidSettings(unittest.TestCase):
|
||||
'mask': '0000',
|
||||
'id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
|
||||
'name': 'Plaid Checking'
|
||||
}],
|
||||
}],
|
||||
'institution': {
|
||||
'institution_id': 'ins_6',
|
||||
'name': 'Citi'
|
||||
@ -100,7 +103,7 @@ class TestPlaidSettings(unittest.TestCase):
|
||||
'mask': '0000',
|
||||
'id': '6GbM6RRQgdfy3lAqGz4JUnpmR948WZFg8DjQK',
|
||||
'name': 'Plaid Checking'
|
||||
}],
|
||||
}],
|
||||
'institution': {
|
||||
'institution_id': 'ins_6',
|
||||
'name': 'Citi'
|
||||
@ -152,4 +155,4 @@ class TestPlaidSettings(unittest.TestCase):
|
||||
|
||||
new_bank_transaction(transactions)
|
||||
|
||||
self.assertTrue(len(frappe.get_all("Bank Transaction")) == 1)
|
||||
self.assertTrue(len(frappe.get_all("Bank Transaction")) == 1)
|
||||
|
||||
@ -4,17 +4,16 @@
|
||||
from __future__ import unicode_literals
|
||||
import frappe
|
||||
|
||||
|
||||
def execute():
|
||||
frappe.reload_doc("erpnext_integrations", "doctype", "plaid_settings")
|
||||
plaid_settings = frappe.get_single("Plaid Settings")
|
||||
if plaid_settings.enabled:
|
||||
if not (frappe.conf.plaid_client_id and frappe.conf.plaid_env \
|
||||
and frappe.conf.plaid_public_key and frappe.conf.plaid_secret):
|
||||
if not (frappe.conf.plaid_client_id and frappe.conf.plaid_env and frappe.conf.plaid_secret):
|
||||
plaid_settings.enabled = 0
|
||||
else:
|
||||
plaid_settings.update({
|
||||
"plaid_client_id": frappe.conf.plaid_client_id,
|
||||
"plaid_public_key": frappe.conf.plaid_public_key,
|
||||
"plaid_env": frappe.conf.plaid_env,
|
||||
"plaid_secret": frappe.conf.plaid_secret
|
||||
})
|
||||
|
||||
@ -3,7 +3,7 @@ frappe
|
||||
gocardless-pro==1.11.0
|
||||
googlemaps==3.1.1
|
||||
pandas==1.0.5
|
||||
plaid-python==3.4.0
|
||||
plaid-python==6.0.0
|
||||
pycountry==19.8.18
|
||||
PyGithub==1.44.1
|
||||
python-stdnum==1.12
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user