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plaidConnections.py
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plaidConnections.py
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import json
import os
import sys
import datetime
from dateutil.relativedelta import relativedelta
# Files
import plaidFunctions
import plaidWebServer
import encryption
import getEncryptedData
import register
import globals
def getSystemKey():
return globals.general_key
def getUserId(user_dir_path,key):
creds_data = getEncryptedData.getEncryptedData(user_dir_path,key)
return str(creds_data["user_id"])
def createAccountsFile(user_dir_path,user_creds_path):
key = getSystemKey()
user_creds_data = getEncryptedData.getEncryptedData(user_creds_path,key)
accs_key = user_creds_data['secret_key'].encode()
if not os.path.exists(user_dir_path+"\\userAccounts.json"):
initialize_accs = {"accounts": []}
json_init_accs = json.dumps(initialize_accs)
encrypted_json_init_accs = encryption.encryptData(json_init_accs,accs_key)
accs_file = register.fileCreation(user_dir_path+"\\userAccounts.json",encrypted_json_init_accs,encrypted=True)
return str(accs_file)
else:
return str(user_dir_path+"\\userAccounts.json")
def getUserFiles(user_id):
key = getSystemKey()
users = getEncryptedData.getEncryptedData("users.json",key)
for i in users['users']:
if i['user_id'] == user_id:
user_creds_path = i['path']+"\\userCredentials.json"
creds_data = getEncryptedData.getEncryptedData(user_creds_path,key)
user_accs = createAccountsFile(i['path'],user_creds_path)
return creds_data, user_accs, "Success"
break
return None, None, "User Files Not Found"
def linkAccount(api_credentials, plaid, user_id, bank_name):
user_creds_data, user_acc_file, message = getUserFiles(user_id)
user_key = user_creds_data['secret_key'].encode()
if user_creds_data == None:
return (False, message)
elif message == "Success":
accounts = getEncryptedData.getEncryptedData(user_acc_file,user_key)
link_token = plaid.getLinkToken()
if len(accounts["accounts"]) != 0:
for acc in accounts["accounts"]:
if acc['bank_name'] == bank_name:
return (False, "You have already linked with "+bank_name+". Please select a different institute")
break
print("Webpage Initiated!")
plaid_response = plaidWebServer.startServer(
env = api_credentials['environment'],
client_name = user_creds_data['username'],
token = link_token,
page_title = "Link New Account for client "+user_creds_data['username'],
account_name = bank_name+" Bank Account",
type = "Link")
if 'public_token' not in plaid_response:
return (False, "An error occured in the Plaid API connection. Public_token unavailable. Please Try Again")
else:
public_token = plaid_response['public_token']
try:
exchange_response = plaid.exchangePublicToken(public_token)
except PlaidError as excptn:
return (False, "An error occured in the Plaid API connection. Access_token unavailable. Please Try Again")
else:
access_token = exchange_response['access_token']
accounts = getEncryptedData.getEncryptedData(user_acc_file,user_key)
acc_modifier = accounts["accounts"]
for account in plaid_response["accounts"]:
new_account = {
'bank_name' : plaid_response["institution"]["name"],
'access_token' : access_token,
'account_id': account["id"],
'account_name': account["name"],
'account_owner': user_creds_data["username"],
'account_type': account["type"]
}
acc_modifier.append(new_account)
json_accounts = json.dumps(accounts)
encrypted_acc_modified = encryption.encryptData(json_accounts, user_key)
register.updateFile(user_acc_file,encrypted_acc_modified,encrypted=True)
return (True, str(plaid_response["institution"]["name"])+" account has successfully been linked!")
def deleteAccount(api_credentials, plaid, user_id, bank_name,env):
user_creds_data, user_acc_file, message = getUserFiles(user_id)
user_key = user_creds_data['secret_key'].encode()
access_token = None
if user_creds_data == None:
return (False, message)
elif message == "Success":
if env == "sandbox":
accounts = getEncryptedData.getEncryptedData(user_acc_file,user_key)
if len(accounts) != 0:
for acc in accounts['accounts']:
if acc['bank_name'] == bank_name:
accounts['accounts'].remove(acc)
else:
continue
modified_accounts = [name for name in accounts['accounts'] if name['bank_name'] != bank_name]
new_accs_file_content = {"accounts": modified_accounts}
json_modified_accounts = json.dumps(new_accs_file_content)
encrypted_accounts = encryption.encryptData(json_modified_accounts, user_key)
register.updateFile(user_acc_file,encrypted_accounts,encrypted=True)
return (True, "Successfully Unlinked "+bank_name+" Accounts. Please refresh the page.")
else:
accounts = getEncryptedData.getEncryptedData(user_acc_file,user_key)
if len(accounts) != 0:
for acc in accounts['accounts']:
if acc['bank_name'] == bank_name:
access_token = acc['access_token']
break
else:
continue
if access_token != None:
try:
resp = plaid.removeAccount("access_token")
except plaidFunctions.PlaidUnknownError:
for acc in accounts['accounts']:
if acc['bank_name'] == bank_name:
accounts['accounts'].remove(acc)
return (False, "You can't delete a non existing account")
else:
if resp["removed"] == True:
modified_accounts = [name for name in accounts['accounts'] if name['bank_name'] != bank_name]
json_modified_accounts = json.dumps(modified_accounts)
encrypted_accounts = encryption.encryptData(json_modified_accounts, user_key)
register.updateFile(user_acc_file,encrypted_accounts,encrypted=True)
return (True, "Account deleted successfully.")
else:
return (False, "Error Occured Try Again.")
else:
return (False, "You have no connection with this Institution")
def getUserAccData(plaid,user_id,bank_name):
user_creds_data, user_acc_file, message = getUserFiles(user_id)
user_key = user_creds_data['secret_key'].encode()
if user_creds_data == None:
return (False, message)
elif message == "Success":
accounts = getEncryptedData.getEncryptedData(user_acc_file,user_key)
for acc in accounts["accounts"]:
if acc["bank_name"] == bank_name:
access_token = acc["access_token"]
break
try:
resp = plaid.getTokenAccountInfo(access_token)
except plaidFunctions.PlaidUnknownError:
return (False, "Invalid Access Token.")
else:
return (True, resp)
def getBalance(user_id,plaid,bank_name):
user_creds_data, user_acc_file, message = getUserFiles(user_id)
user_key = user_creds_data['secret_key'].encode()
access_token = ""
if user_creds_data == None:
return (False, message)
elif message == "Success":
accounts = getEncryptedData.getEncryptedData(user_acc_file,user_key)
if accounts["accounts"]:
for acc in accounts["accounts"]:
if acc["bank_name"] == bank_name:
access_token = acc["access_token"]
break
else:
continue
else:
return (False, "You have no linked accounts. Please link an account before viewing balances.")
try:
balance_list = plaid.getAccountBalance(access_token)
except plaidFunctions.PlaidUnknownError:
return (False, "Error occured. Please try again")
else:
for acc in accounts["accounts"]:
for account in balance_list:
acc_balance = { "current_balance": account.balance_current,
"available_balance": account.balance_available,
"balance_limit": account.balance_limit
}
if account.account_id == acc["account_id"]:
acc["balance"] = acc_balance
json_modified_accounts = json.dumps(accounts)
encrypted_accounts = encryption.encryptData(json_modified_accounts, user_key)
register.updateFile(user_acc_file,encrypted_accounts,encrypted=True)
return (True, "Success")
def getTransactions(user_id, plaid, start_date, end_date, account_name):
user_creds_data, user_acc_file, message = getUserFiles(user_id)
user_key = user_creds_data['secret_key'].encode()
if user_creds_data == None:
return (False, message)
elif message == "Success":
accounts = getEncryptedData.getEncryptedData(user_acc_file,user_key)
for acc in accounts["accounts"]:
if acc["account_name"] == account_name:
print('ysdsd')
access_token = acc["access_token"]
account_id = acc["account_id"]
acc["transactions"] = []
break
encrypted_acc = encryption.encryptData(json.dumps(accounts),user_key)
register.updateFile(user_acc_file,encrypted_acc, True)
transaction_objects = plaid.getAccountTransactions(access_token,start_date,end_date,[account_id],status_callback=None)
acc_idx = 0
accounts_two = getEncryptedData.getEncryptedData(user_acc_file,user_key)
for acc in accounts_two["accounts"]:
for trans in transaction_objects:
if acc["account_id"] == trans.account_id:
acc_idx = accounts_two["accounts"].index(acc)
trans_dict = {"transaction_date":trans.date,
"transaction_id":trans.transaction_id,
"merchant_name": trans.merchant_name,
"amount": trans.amount,
"category": trans.category,
"description": trans.description}
acc["transactions"].append(trans_dict)
encrypted_acc_two = encryption.encryptData(json.dumps(accounts_two),user_key)
register.updateFile(user_acc_file,encrypted_acc_two, True)
print(accounts_two["accounts"][acc_idx]["transactions"])
return accounts_two["accounts"][acc_idx]["transactions"]
def getInstitutions(plaid, supported_institutions):
healthy_status = []
item_login = False
transactions_status = False
for institution in supported_institutions:
ret = plaid.getInstitution(institution)
if ret.institution_item_login_status == "HEALTHY":
item_login = True
if ret.transactions_status == "HEALTHY":
transactions_status = True
else:
transactions_status = False
else:
item_login = False
if ret.transactions_status == "HEALTHY":
transactions_status = True
else:
transactions_status = False
healthy_status.append([institution,item_login,transactions_status])
return healthy_status
def apiCredentials(env):
key =getSystemKey()
decrypted_credentials = getEncryptedData.getEncryptedData("apiCredentials.json",key)
api_credentials = json.loads(decrypted_credentials)
if env == "sandbox":
api_credentials['environment'] = "sandbox"
plaid = plaidFunctions.plaidAPI(api_credentials['client_id'],api_credentials['sandbox_secret'],api_credentials['environment'])
if env == "development":
api_credentials['environment'] = "development"
plaid = plaidFunctions.plaidAPI(api_credentials['client_id'],api_credentials['secret'],api_credentials['environment'])
return api_credentials,plaid