Makes plaid user configurable
This commit is contained in:
Bryce
@@ -157,13 +157,14 @@
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(when (:square_auth_token edit_client)
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(square/upsert-locations (-> result :tempids (get id) (or id) d-clients/get-by-id)))
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(let [updated-client (-> result :tempids (get id) (or id) d-clients/get-by-id)]
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(solr/index-documents-raw solr/impl "clients"
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[{"id" (:db/id updated-client)
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"name" (conj (or (:client/matches updated-client) [])
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(:client/name updated-client))
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"code" (:client/code updated-client)
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"exact" (map str/upper-case (conj (or (:client/matches updated-client) [])
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(:client/name updated-client)))}])
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(when (:client/name updated-client)
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(solr/index-documents-raw solr/impl "clients"
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[{"id" (:db/id updated-client)
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"name" (conj (or (:client/matches updated-client) [])
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(:client/name updated-client))
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"code" (:client/code updated-client)
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"exact" (map str/upper-case (conj (or (:client/matches updated-client) [])
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(:client/name updated-client)))}]))
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(-> updated-client
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(update :client/bank-accounts
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@@ -1,130 +1,10 @@
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(ns auto-ap.graphql.plaid
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(:require
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[auto-ap.datomic
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:refer [add-sorter-fields
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apply-pagination
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apply-sort-3
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conn
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merge-query
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pull-attr
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pull-many-by-id
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query2]]
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[auto-ap.datomic :refer [conn]]
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[auto-ap.graphql.utils
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:refer [->graphql
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<-graphql
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assert-admin
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assert-can-see-client
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assert-present
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attach-tracing-resolvers
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cleanse-query
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limited-clients]]
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[auto-ap.plaid.core :as p]
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[clj-time.coerce :as coerce]
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[clj-time.core :as time]
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[clojure.tools.logging :as log]
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[datomic.api :as dc]
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:refer [assert-admin assert-present attach-tracing-resolvers cleanse-query]]
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[auto-ap.solr :as solr]
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[manifold.deferred :as de]
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[manifold.executor :as ex]))
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(defn plaid-link-token [context value _]
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(when-not (:client_id value)
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(throw (ex-info "Client ID is required" {:validation-error "Client ID is required"})))
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(assert-can-see-client (:id context) (:client_id value))
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(let [client-code (pull-attr (dc/db conn) :client/code (:client_id value))]
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{:token (p/get-link-token client-code)}))
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(defn link-plaid [context value _]
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(when-not (:client_code value)
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(throw (ex-info "Client not provided" {:validation-error "Client not provided."})))
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(when-not (:public_token value)
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(throw (ex-info "Public token not provided" {:validation-error "public token not provided"})))
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(log/info (:id context) (pull-attr (dc/db conn) :db/id [:client/code (:client_code value)]))
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(assert-can-see-client (:id context) (pull-attr (dc/db conn) :db/id [:client/code (:client_code value)]))
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(let [access-token (:access_token (p/exchange-public-token (:public_token value) (:client_code value)))
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account-result (p/get-accounts access-token )
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item {:plaid-item/client [:client/code (:client_code value)]
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:plaid-item/external-id (-> account-result :item :item_id )
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:plaid-item/access-token access-token
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:plaid-item/status (or (some-> account-result :item :error)
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"SUCCESS")
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:plaid-item/last-updated (coerce/to-date (time/now))
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:db/id "plaid-item"}]
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@(dc/transact conn (->> (:accounts account-result)
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(map (fn [a]
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(let [balance (some-> a :balances :current (* 0.01))]
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(cond-> {:plaid-account/external-id (:account_id a)
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:plaid-account/number (:mask a)
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:plaid-account/name (str (:name a) " " (:mask a))
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:plaid-item/_accounts "plaid-item"}
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balance (assoc :plaid-account/balance balance)))))
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(into [item])))
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(log/info "Access token was " access-token)
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{:message (str "Plaid linked successfully.")}))
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(def default-read '[:db/id
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:plaid-item/external-id
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:plaid-item/last-updated
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:plaid-item/status
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{:plaid-item/accounts [:db/id
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:plaid-account/external-id
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:plaid-account/number
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:plaid-account/balance
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:plaid-account/name]}])
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(defn raw-graphql-ids [db args]
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(let [query (cond-> {:query {:find []
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:in ['$]
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:where []}
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:args [db]}
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(:sort args) (add-sorter-fields {"external-id" ['[?e :plaid-item/external-id ?sort-external-id]]}
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args)
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(limited-clients (:id args))
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(merge-query {:query {:in ['[?xx ...]]
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:where ['[?e :plaid-item/client ?xx]]}
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:args [ (set (map :db/id (limited-clients (:id args))))]})
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(:client-id args)
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(merge-query {:query {:in '[?client-id]
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:where ['[?e :plaid-item/client ?client-id]]}
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:args [(:client-id args)]})
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true
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(merge-query {:query {:find ['?e]
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:where ['[?e :plaid-item/external-id]]}}))]
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(cond->> (query2 query)
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true (apply-sort-3 args)
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true (apply-pagination args))))
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(defn graphql-results [ids db _]
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(let [results (pull-many-by-id db default-read ids)]
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(->> ids
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(map results))))
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(defn get-graphql [args]
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(let [db (dc/db conn)
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{ids-to-retrieve :ids matching-count :count} (raw-graphql-ids db args)]
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[(graphql-results ids-to-retrieve db args)
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matching-count]))
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(defn get-plaid-item-page [context args _]
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(let [args (assoc args :id (:id context))
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[plaid-items cnt] (get-graphql (<-graphql (assoc args :id (:id context))))]
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{:plaid_items (->> plaid-items
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(map #(update % :plaid-item/last-updated coerce/from-date))
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(map ->graphql))
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:total cnt
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:count (count plaid-items)
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:start (:start args 0)
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:end (+ (:start args 0) (count plaid-items))}))
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[datomic.api :as dc]))
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(defn delete-plaid-item [context args _]
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(assert-admin (:id context))
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@@ -169,28 +49,8 @@
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:balance {:type :money}
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:name {:type 'String}
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:number {:type 'String}}}}
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:queries {:plaid_link_token {:type :plaid_link_result
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:args {:client_id {:type :id}}
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:resolve :plaid-link-token}
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:plaid_item_page {:type :plaid_item_page
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:args {:client_id {:type :id}
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:sort {:type '(list :sort_item)}
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:start {:type 'Int}
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:per_page {:type 'Int}}
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:resolve :get-plaid-item-page}
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:search_plaid_merchants {:type '(list :plaid_merchant)
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:queries {:search_plaid_merchants {:type '(list :plaid_merchant)
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:args {:query {:type 'String}}
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:resolve :search-plaid-merchants}}
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:mutations {:link_plaid {:type :message
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:args {:client_code {:type 'String}
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:public_token {:type 'String}}
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:resolve :mutation/link-plaid}
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:delete_plaid_item {:type :message
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:args {:id {:type :id}}
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:resolve :mutation/delete-plaid-item}}})
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(attach-tracing-resolvers {:plaid-link-token plaid-link-token
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:search-plaid-merchants search-merchants
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:get-plaid-item-page get-plaid-item-page
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:mutation/link-plaid link-plaid
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:mutation/delete-plaid-item delete-plaid-item})))
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:resolve :search-plaid-merchants}}})
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(attach-tracing-resolvers {:search-plaid-merchants search-merchants})))
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@@ -134,7 +134,7 @@
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:title "1099 Vendors"
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:entity-name "Vendors"
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:route :company-1099-vendor-table
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:action-buttons (fn [user]
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:action-buttons (fn [user _]
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nil)
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:row-buttons (fn [user e]
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[(com/icon-button {:hx-get (str (bidi/path-for ssr-routes/only-routes
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176
src/clj/auto_ap/ssr/company/plaid.clj
Normal file
176
src/clj/auto_ap/ssr/company/plaid.clj
Normal file
@@ -0,0 +1,176 @@
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(ns auto-ap.ssr.company.plaid
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(:require
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[auto-ap.datomic
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:refer [add-sorter-fields
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apply-pagination
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apply-sort-3
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conn
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merge-query
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pull-attr
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pull-many-by-id
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query2]]
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[auto-ap.graphql.utils :refer [assert-can-see-client limited-clients]]
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[auto-ap.logging :as alog]
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[auto-ap.plaid.core :as p]
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[auto-ap.ssr-routes :as ssr-routes]
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[auto-ap.ssr.components :as com]
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[auto-ap.ssr.grid-page-helper :as helper]
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[auto-ap.ssr.svg :as svg]
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[auto-ap.time :as atime]
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[bidi.bidi :as bidi]
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[clj-time.coerce :as coerce]
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[clj-time.core :as time]
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[datomic.api :as dc]
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[hiccup2.core :as hiccup]))
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(def default-read '[:db/id
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:plaid-item/external-id
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:plaid-item/last-updated
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:plaid-item/status
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{:plaid-item/accounts [:db/id
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:plaid-account/external-id
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:plaid-account/number
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:plaid-account/balance
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:plaid-account/name]}])
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(defn raw-graphql-ids [db args]
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(let [query (cond-> {:query {:find []
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:in ['$]
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:where []}
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:args [db]}
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(:sort args) (add-sorter-fields {"external-id" ['[?e :plaid-item/external-id ?sort-external-id]]
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"status" ['[?e :plaid-item/status ?sort-status]]}
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args)
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(limited-clients (:id args))
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(merge-query {:query {:in ['[?xx ...]]
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:where ['[?e :plaid-item/client ?xx]]}
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:args [ (set (map :db/id (limited-clients (:id args))))]})
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(:client-id args)
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(merge-query {:query {:in '[?client-id]
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:where ['[?e :plaid-item/client ?client-id]]}
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:args [(:client-id args)]})
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true
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(merge-query {:query {:find ['?e]
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:where ['[?e :plaid-item/external-id]]}}))]
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(cond->> (query2 query)
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true (apply-sort-3 args)
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true (apply-pagination args))))
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(defn graphql-results [ids db _]
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(let [results (pull-many-by-id db default-read ids)]
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(->> ids
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(map results))))
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(defn get-page [args]
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(let [db (dc/db conn)
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{ids-to-retrieve :ids matching-count :count} (raw-graphql-ids db args)]
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[(graphql-results ids-to-retrieve db args)
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matching-count]))
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(defn plaid-link-script [token]
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(format "window.plaid = Plaid.create(
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{ token: \"%s\",
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onSuccess: function (x) { htmx.trigger(\"#link-account\", \"linked\", {\"public_token\": x})}
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})", token))
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(defn link [{{client-code "client_code" public-token "public_token"} :form-params
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:keys [identity]
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:as request}]
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(alog/info ::linking
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:request request)
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(when-not client-code
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(throw (ex-info "Client not provided" {:validation-error "Client not provided."})))
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(when-not public-token
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(throw (ex-info "Public token not provided" {:validation-error "public token not provided"})))
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(alog/info ::linking-plaid :id identity :client-code client-code)
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(assert-can-see-client identity (pull-attr (dc/db conn) :db/id [:client/code client-code]))
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(let [access-token (:access_token (p/exchange-public-token public-token client-code))
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account-result (p/get-accounts access-token )
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item {:plaid-item/client [:client/code client-code]
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:plaid-item/external-id (-> account-result :item :item_id )
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:plaid-item/access-token access-token
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:plaid-item/status (or (some-> account-result :item :error)
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"SUCCESS")
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:plaid-item/last-updated (coerce/to-date (time/now))
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:db/id "plaid-item"}]
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@(dc/transact conn (->> (:accounts account-result)
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(map (fn [a]
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(let [balance (some-> a :balances :current (* 0.01))]
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(cond-> {:plaid-account/external-id (:account_id a)
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:plaid-account/number (:mask a)
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:plaid-account/name (str (:name a) " " (:mask a))
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:plaid-item/_accounts "plaid-item"}
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balance (assoc :plaid-account/balance balance)))))
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(into [item])))
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(alog/info ::access-token-was :token access-token)
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{:headers {"Hx-redirect" (bidi/path-for ssr-routes/only-routes
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:company-plaid)}}))
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(def grid-page {:id "plaid-table"
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:nav (com/company-aside-nav)
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:id-fn :db/id
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:fetch-page (fn [user args]
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(get-page (assoc args :id user)))
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:breadcrumbs [[:a {:href (bidi/path-for ssr-routes/only-routes
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:company)}
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"My Company"]
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[:a {:href (bidi/path-for ssr-routes/only-routes
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:company-plaid)}
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"Plaid"]]
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:title "Plaid Accounts"
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:entity-name "Plaid accounts"
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:route :company-plaid-table
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:action-buttons (fn [user params]
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(when-let [client-code (:client/code (:client params))]
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[[:div {:hx-post (str (bidi/path-for ssr-routes/only-routes
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:company-plaid-link
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:request-method :post))
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:hx-vals (hiccup/raw (format "js:{client_code: \"%s\", public_token: event.detail.public_token}", client-code))
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:hx-trigger "linked"}
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[:script (hiccup/raw (plaid-link-script (p/get-link-token client-code)))]
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(com/button {:color :primary
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:id "link-account"
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:onClick "window.plaid.open()"}
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(com/button-icon {} svg/refresh)
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"Link new account")]]))
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:row-buttons (fn [user e]
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[]
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#_[(when (is-admin? user)
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(com/icon-button {:hx-put (bidi/path-for ssr-routes/only-routes
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:company-yodlee-provider-account-refresh)
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:hx-target "closest tr"}
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svg/refresh))])
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:headers [{:key "plaid-item"
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:name "Plaid Item"
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:sort-key "id"
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:render :db/id}
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{:key "status"
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:name "Status"
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:sort-key "status"
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:render #(when-let [status (:plaid-item/status %)]
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[:div [:div (com/pill {:color :primary }
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status)]
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[:div (atime/unparse-local (coerce/to-date-time (:plaid-item/last-updated %)) atime/normal-date)]])}
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{:key "accounts"
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:name "Accounts"
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:show-starting "md"
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:render (fn [e]
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[:ul
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(for [a (:plaid-item/accounts e)]
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[:li (:plaid-account/name a) " - " (:plaid-account/number a)])])}]})
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(def page (partial helper/page grid-page))
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(def table (partial helper/table grid-page))
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@@ -29,7 +29,7 @@
|
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:title "Reports"
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:entity-name "Reports"
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:route :company-reports-table
|
||||
:action-buttons (fn [user]
|
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:action-buttons (fn [user _]
|
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nil)
|
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:row-buttons (fn [user e]
|
||||
(com/a-icon-button {:href (:report/url e)}
|
||||
|
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@@ -62,7 +62,7 @@ fastlink.open({fastLinkURL: '%s',
|
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:title "Yodlee Accounts"
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:entity-name "Yodlee accounts"
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:route :company-yodlee-table
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:action-buttons (fn [user]
|
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:action-buttons (fn [user _]
|
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[(com/button {:color :primary
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:on-click "openFastlink()"
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||||
:hx-get (bidi/path-for ssr-routes/only-routes
|
||||
|
||||
@@ -249,6 +249,11 @@
|
||||
:href (bidi/path-for ssr-routes/only-routes
|
||||
:company-reports)}
|
||||
"Reports")]
|
||||
[:li
|
||||
(menu-button- {:icon svg/bank
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||||
:href (bidi/path-for ssr-routes/only-routes
|
||||
:company-plaid)}
|
||||
"Plaid Link")]
|
||||
[:li
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||||
(menu-button- {:icon svg/bank
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||||
:href (bidi/path-for ssr-routes/only-routes
|
||||
|
||||
@@ -7,6 +7,7 @@
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[auto-ap.ssr.transaction.insights :as insights]
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[auto-ap.ssr.company.company-1099 :as company-1099]
|
||||
[auto-ap.ssr.company.yodlee :as company-yodlee]
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[auto-ap.ssr.company.plaid :as company-plaid]
|
||||
[auto-ap.ssr.search :as search]
|
||||
[auto-ap.ssr.company-dropdown :as company-dropdown]
|
||||
[auto-ap.ssr.company.reports :as company-reports]
|
||||
@@ -28,6 +29,9 @@
|
||||
:company-1099-vendor-table (wrap-client-redirect-unauthenticated (wrap-secure company-1099/vendor-table))
|
||||
:company-1099-vendor-dialog (wrap-client-redirect-unauthenticated (wrap-secure company-1099/vendor-dialog))
|
||||
:company-1099-vendor-save (wrap-client-redirect-unauthenticated (wrap-secure company-1099/vendor-save))
|
||||
:company-plaid (wrap-client-redirect-unauthenticated (wrap-secure company-plaid/page))
|
||||
:company-plaid-table (wrap-client-redirect-unauthenticated (wrap-secure company-plaid/table))
|
||||
:company-plaid-link (wrap-client-redirect-unauthenticated (wrap-secure company-plaid/link))
|
||||
:company-yodlee (wrap-client-redirect-unauthenticated (wrap-secure company-yodlee/page))
|
||||
:company-yodlee-table (wrap-client-redirect-unauthenticated (wrap-secure company-yodlee/table))
|
||||
:company-yodlee-fastlink-dialog (wrap-client-redirect-unauthenticated (wrap-secure company-yodlee/fastlink-dialog))
|
||||
|
||||
@@ -51,7 +51,7 @@
|
||||
))
|
||||
"default sort"))
|
||||
|
||||
(defn table* [grid-spec user {:keys [start per-page client flash-id sort request]}]
|
||||
(defn table* [grid-spec user {:keys [start per-page client flash-id sort request] :as params}]
|
||||
(let [start (or start 0)
|
||||
per-page (or per-page 30)
|
||||
[entities total] ((:fetch-page grid-spec)
|
||||
@@ -70,7 +70,7 @@
|
||||
:subtitle [:div.flex.items-center.gap-2
|
||||
[:span (format "Total %s: %d, " (:entity-name grid-spec) total)]
|
||||
(sort-by-list sort)]
|
||||
:action-buttons ((:action-buttons grid-spec) user)
|
||||
:action-buttons ((:action-buttons grid-spec) user params)
|
||||
:rows (for [entity entities]
|
||||
(row* grid-spec user entity {:flash? (= flash-id ((:id-fn grid-spec) entity))}))
|
||||
:thead-params {:hx-get (bidi/path-for ssr-routes/only-routes
|
||||
|
||||
@@ -26,6 +26,7 @@
|
||||
|
||||
[:script {:src "https://unpkg.com/hyperscript.org@0.9.7/dist/_hyperscript.min.js"}]
|
||||
[:script {:src "https://unpkg.com/@popperjs/core@2.11.8/dist/umd/popper.min.js"}]
|
||||
[:script {:src "https://cdn.plaid.com/link/v2/stable/link-initialize.js"}]
|
||||
#_[:script {:src "https://unpkg.com/htmx.org@1.8.4"
|
||||
:integrity "sha384-wg5Y/JwF7VxGk4zLsJEcAojRtlVp1FKKdGy1qN+OMtdq72WRvX/EdRdqg/LOhYeV"
|
||||
:crossorigin= "anonymous"}]
|
||||
|
||||
Reference in New Issue
Block a user