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fixes

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Bryce
2024-04-27 11:05:16 -07:00
parent 3e4a2b7322
commit d45c91d55c
5 changed files with 122 additions and 71 deletions
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2
resources/public/output.css
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4
resources/schema.edn
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@@ -1019,6 +1019,10 @@
:db/cardinality #:db{:ident :db.cardinality/one}, :db/cardinality #:db{:ident :db.cardinality/one},
:db/doc "Available Balance", :db/doc "Available Balance",
:db/ident :plaid-account/balance} :db/ident :plaid-account/balance}
{:db/valueType #:db{:ident :db.type/instant},
:db/cardinality #:db{:ident :db.cardinality/one},
:db/doc "Last synced",
:db/ident :plaid-account/last-synced}
{:db/unique #:db{:ident :db.unique/identity}, {:db/unique #:db{:ident :db.unique/identity},
:db/valueType #:db{:ident :db.type/string}, :db/valueType #:db{:ident :db.type/string},

71
src/clj/auto_ap/import/plaid.clj
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@@ -1,21 +1,20 @@
(ns auto-ap.import.plaid (ns auto-ap.import.plaid
(:require (:require [auto-ap.datomic :refer [conn random-tempid]]
[auto-ap.datomic :refer [conn random-tempid]] [auto-ap.import.common :refer [wrap-integration]]
[auto-ap.import.common :refer [wrap-integration]] [auto-ap.import.transactions :as t]
[auto-ap.import.transactions :as t] [auto-ap.logging :as alog]
[auto-ap.logging :as alog] [auto-ap.plaid.core :as p]
[auto-ap.plaid.core :as p] [auto-ap.solr]
[auto-ap.solr] [auto-ap.time :as atime]
[auto-ap.time :as atime] [auto-ap.utils :refer [allow-once by]]
[auto-ap.utils :refer [allow-once by]] [clj-time.coerce :as coerce]
[clj-time.coerce :as coerce] [clj-time.core :as time]
[clj-time.core :as time] [clojure.string :as str]
[datomic.api :as dc] [datomic.api :as dc]
[digest :as di] [digest :as di]
[manifold.deferred :as de] [iol-ion.utils :refer [remove-nils]]
[manifold.executor :as ex] [manifold.deferred :as de]
[clojure.string :as str] [manifold.executor :as ex]))
[auto-ap.ezcater.core :as e]))
(defn get-plaid-accounts (defn get-plaid-accounts
([db] ([db]
@@ -86,31 +85,33 @@
"name" (:plaid-merchant/name result)})))) "name" (:plaid-merchant/name result)}))))
(defn upsert-accounts [] (defn upsert-accounts []
(try (try
(doseq [[bank-account-id client-id external-id access-token] (get-plaid-accounts (dc/db conn)) (doseq [[bank-account-id client-id external-id access-token] (get-plaid-accounts (dc/db conn))]
] (try
(let [accounts (p/get-accounts access-token)
(try item (p/get-item access-token)]
(let [accounts (p/get-accounts access-token)] @(dc/transact
@(dc/transact conn
conn (for [a (:accounts accounts)]
(for [a (:accounts accounts)] (remove-nils
{:plaid-account/external-id (:account_id a) {:plaid-account/external-id (:account_id a)
:plaid-account/last-synced (coerce/to-date (coerce/to-date-time (-> item :status :transactions :last_successful_update)))
:plaid-account/balance (or (some-> a :plaid-account/balance (or (some-> a
:balances :balances
:current :current
double) double)
0.0) })) 0.0)}))))
) (catch Exception e
(catch Exception e (alog/warn ::couldnt-upsert-account :error e))))
(alog/warn ::couldnt-upsert-account :error e))))
(catch Exception e
(catch Exception e (alog/warn ::couldnt-upsert-accounts :error e))))
(alog/warn ::couldnt-upsert-accounts :error e))))
(defn import-plaid-int [] (defn import-plaid-int []
(let [import-batch (t/start-import-batch :import-source/plaid "Automated plaid user") (let [_ (upsert-accounts)
import-batch (t/start-import-batch :import-source/plaid "Automated plaid user")
end (atime/local-now) end (atime/local-now)
start (time/plus end (time/days -30)) start (time/plus end (time/days -30))
plaid-merchant->vendor-id (build-plaid-merchant->vendor-id)] plaid-merchant->vendor-id (build-plaid-merchant->vendor-id)]

17
src/clj/auto_ap/plaid/core.clj
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@@ -11,6 +11,11 @@
(def client-id (-> env :plaid :client-id)) (def client-id (-> env :plaid :client-id))
(def secret-key (-> env :plaid :secret-key)) (def secret-key (-> env :plaid :secret-key))
(def base-url "https://production.plaid.com")
(def client-id "61bfab05f7e762001b323f79")
(def secret-key "2be026ca5e7f7e9f23f2fb4d7c914d")
(defn get-link-token [client-code] (defn get-link-token [client-code]
(-> (client/post (str base-url "/link/token/create") (-> (client/post (str base-url "/link/token/create")
@@ -49,8 +54,16 @@
:body (json/write-str {"client_id" client-id :body (json/write-str {"client_id" client-id
"secret" secret-key "secret" secret-key
"public_token" public-token})}) "public_token" public-token})})
:body :body))
(doto println)))
(defn get-item [access-token ]
(-> (client/post (str base-url "/item/get")
{:as :json
:headers {"Content-Type" "application/json"}
:body (json/write-str {"client_id" client-id
"secret" secret-key
"access_token" access-token})})
:body))
(defn get-accounts [access-token ] (defn get-accounts [access-token ]
(-> (client/post (str base-url "/accounts/get") (-> (client/post (str base-url "/accounts/get")

99
src/clj/auto_ap/ssr/dashboard.clj
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@@ -13,40 +13,73 @@
(defn- page-contents [request] (defn- page-contents [request]
[:div [:div
[:div {:class "grid grid-cols-1 lg:grid-cols-2 2xl:grid-cols-3 gap-4 overflow-scroll"}
[:div.bg-blue-300.p-4.flex.flex-grow-0 "report-1"]
[:div.bg-red-300.p-4.flex.flex-grow-0 "hi"]
[:div.row-span-2
(com/card {:class "inline-block"}
[:div.p-4
[:h1.text-2xl.font-bold "Bank Accounts"] [:h1.text-2xl.font-bold "Bank Accounts"]
(com/card {:class "inline-block"} [:div {:class "max-h-[800px] overflow-scroll"}
[:div.inline-flex.flex-wrap (for [c (:clients request)
(for [c (:clients request) b (:client/bank-accounts (dc/pull (dc/db conn) '[{ :client/bank-accounts
b (:client/bank-accounts (dc/pull (dc/db conn) '[{ :client/bank-accounts
[:bank-account/current-balance [:bank-account/current-balance
[ :bank-account/current-balance-synced :xform clj-time.coerce/from-date] {[:bank-account/type :xform iol-ion.query/ident] [:db/ident]}
:bank-account/name
{:bank-account/intuit-bank-account [:intuit-bank-account/current-balance [:bank-account/current-balance-synced :xform clj-time.coerce/from-date]
[ :intuit-bank-account/last-synced :xform clj-time.coerce/from-date]]} :bank-account/name
{:bank-account/yodlee-account [:yodlee-account/available-balance {:bank-account/intuit-bank-account [:intuit-bank-account/current-balance
[:yodlee-account/last-synced :xform clj-time.coerce/from-date]]} [:intuit-bank-account/last-synced :xform clj-time.coerce/from-date]]}
{:bank-account/plaid-account [:plaid-account/balance {:bank-account/yodlee-account [:yodlee-account/available-balance
#_[:yodlee-account/last-synced :xform clj-time.coerce/from-date]]}]}] [:yodlee-account/last-synced :xform clj-time.coerce/from-date]]}
(:db/id c)))] {:bank-account/plaid-account [:plaid-account/balance
[:div.flex.flex-col.p-4.border-l-2 [:plaid-account/last-synced :xform clj-time.coerce/from-date]]}]}]
[:div (:client/name c)] (:db/id c)))
[:div (:bank-account/name b)] :when (not= :bank-account-type/cash (:bank-account/type b))]
[:div.inline-flex.justify-between [:div "Ledger Balance"] (format "$%,.2f" (or (:bank-account/current-balance b) 0.0)) ] [:div.flex.flex-col.p-4.border-b-2.border-gray-200
[:div.inline-flex.justify-end.text-xs.text-gray-400.it (some-> (:bank-account/current-balance-synced b) [:div.font-bold.text-gray-700 (:client/name c)]
(atime/unparse-local atime/standard-time) [:div (:bank-account/name b)]
(#(str "Synced " %))) ] [:div.grid.grid-cols-3.gap-x-2.items-baseline
[:div.inline-flex.justify-between [:div "Source Balance"] (format "$%,.2f" (or (-> b :bank-account/intuit-bank-account :intuit-bank-account/current-balance) [:div "Ledger Balance"]
(-> b :bank-account/yodlee-account :yodlee-account/available-balance) [:div.text-right (format "$%,.2f" (or (:bank-account/current-balance b) 0.0))]
(-> b :bank-account/plaid-account :plaid-account/balance) [:div.text-xs.text-gray-400.text-right (some-> (:bank-account/current-balance-synced b)
0.0))] (atime/unparse-local atime/standard-time)
[:div.inline-flex.justify-end.text-xs.text-gray-400.it (or (some-> (:bank-account/intuit-bank-account b) (#(str "Synced " %)))]
(:intuit-bank-account/last-synced)
(atime/unparse-local atime/standard-time) (when-let [n (cond (-> b :bank-account/intuit-bank-account)
(#(str "Synced " %))) "Intuit"
(some-> (:bank-account/yodlee-account b) (-> b :bank-account/yodlee-account)
(:yodlee-account/last-synced) "Yodlee"
(atime/unparse-local atime/standard-time) (-> b :bank-account/plaid-account)
(#(str "Synced " %))))]])]) ]) "Plaid"
:else
nil)]
(list
[:div (str n " Balance")]
[:div.text-right (format "$%,.2f" (or (-> b :bank-account/intuit-bank-account :intuit-bank-account/current-balance)
(-> b :bank-account/yodlee-account :yodlee-account/available-balance)
(-> b :bank-account/plaid-account :plaid-account/balance)
0.0))]
[:div.text-xs.text-gray-400.text-right (or (some-> (:bank-account/intuit-bank-account b)
(:intuit-bank-account/last-synced)
(atime/unparse-local atime/standard-time)
(#(str "Synced " %)))
(some-> (:bank-account/yodlee-account b)
(:yodlee-account/last-synced)
(atime/unparse-local atime/standard-time)
(#(str "Synced " %)))
(some-> (:bank-account/plaid-account b)
(:plaid-account/last-synced)
(atime/unparse-local atime/standard-time)
(#(str "Synced " %))))]
[:div.inline-flex.justify-end.text-xs.text-gray-400.it ]))
#_[:div.inline-flex.justify-between.items-baseline]]])]])]
[:div.bg-purple-300.p-4 "hi"]
[:div.bg-slate-300.p-4 "hi"]
] ])
(defn page [request] (defn page [request]
(base-page (base-page