plaid 4.1.0 → 5.0.0
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- checksums.yaml +4 -4
- data/.circleci/config.yml +23 -0
- data/.rubocop.yml +18 -0
- data/CHANGELOG.md +7 -0
- data/CONTRIBUTING.md +1 -1
- data/Gemfile.lock +58 -0
- data/README.md +50 -39
- data/Rakefile +7 -10
- data/lib/plaid.rb +40 -1
- data/lib/plaid/client.rb +72 -63
- data/lib/plaid/errors.rb +46 -41
- data/lib/plaid/middleware.rb +11 -6
- data/lib/plaid/models.rb +683 -0
- data/lib/plaid/products/accounts.rb +38 -35
- data/lib/plaid/products/auth.rb +32 -19
- data/lib/plaid/products/base_product.rb +69 -0
- data/lib/plaid/products/categories.rb +11 -8
- data/lib/plaid/products/credit_details.rb +31 -19
- data/lib/plaid/products/identity.rb +27 -11
- data/lib/plaid/products/income.rb +22 -11
- data/lib/plaid/products/institutions.rb +50 -28
- data/lib/plaid/products/item.rb +251 -136
- data/lib/plaid/products/processor.rb +104 -34
- data/lib/plaid/products/sandbox.rb +21 -20
- data/lib/plaid/products/transactions.rb +50 -45
- data/lib/plaid/version.rb +1 -1
- data/plaid.gemspec +10 -8
- metadata +51 -19
- data/circle.yml +0 -9
data/lib/plaid/products/item.rb
CHANGED
@@ -1,21 +1,27 @@
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1
1
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module Plaid
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2
2
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# Public: Class used to call the AccessToken sub-product.
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3
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-
class AccessToken
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4
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-
def initialize(client)
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5
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-
@client = client
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6
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-
end
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7
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-
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3
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+
class AccessToken < BaseProduct
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4
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# Public: Rotate your access_token, keeping it attached to the item
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5
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#
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10
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-
# Does a POST /item/access_token/invalidate call which will give you a new
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-
# allowing you to rotate access_tokens
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6
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+
# Does a POST /item/access_token/invalidate call which will give you a new
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7
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+
# access_token allowing you to rotate access_tokens.
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8
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#
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13
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-
# access_token - access_token to invalidate and rotate
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9
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+
# access_token - The String access_token to invalidate and rotate.
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10
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#
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15
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-
# Returns
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11
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+
# Returns an InvalidateResponse object with the new access_token and
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+
# request id.
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13
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def invalidate(access_token)
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-
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18
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-
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14
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post_with_auth 'item/access_token/invalidate',
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InvalidateResponse,
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access_token: access_token
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end
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+
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# Public: Response for /item/access_token/invalidate.
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class InvalidateResponse < Models::BaseResponse
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##
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# :attr_reader:
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# Public: The String new access token.
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property :new_access_token
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25
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end
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26
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27
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# Public: Generate a new API access_token for a legacy access_token
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@@ -25,136 +31,188 @@ module Plaid
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#
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32
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# access_token_v1 - legacy access_token
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33
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#
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-
# Returns
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34
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+
# Returns an UpdateVersionResponse object with new access_token and item
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# ID.
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36
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def update_version(access_token_v1)
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-
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31
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-
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37
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post_with_auth 'item/access_token/update_version',
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UpdateVersionResponse,
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access_token_v1: access_token_v1
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32
40
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end
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33
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-
end
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41
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-
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-
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37
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-
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38
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-
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+
# Public: Response for /item/access_token/update_version.
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class UpdateVersionResponse < Models::BaseResponse
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##
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# :attr_reader:
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# Public: The String new access token for use.
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property :access_token
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##
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# :attr_reader:
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# Public: The String item ID.
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property :item_id
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39
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end
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end
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# Public: Class used to call the Credentials sub-product.
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class Credentials < BaseProduct
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# Public: Update credentials for an access_token.
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#
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# Does a POST /item/credentials/update call which is used to update
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-
# if the credentials become no longer valid
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# Does a POST /item/credentials/update call which is used to update
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# credentials if the credentials become no longer valid.
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#
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# access_token - access_token who's item to update credentials for
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# credentials - New credentials
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65
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#
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49
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-
# Returns
|
66
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+
# Returns an UpdateResponse object with either an ItemStatus or MFA
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# response.
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50
68
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def update(access_token, credentials)
|
51
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-
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-
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53
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-
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69
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post_with_auth 'item/credentials/update',
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UpdateResponse,
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access_token: access_token,
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credentials: credentials
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end
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55
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-
end
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74
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-
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-
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-
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-
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# Public: Response for /item/credentials/update.
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class UpdateResponse < Models::BaseResponse
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##
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# :attr_reader:
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# Public: The item: Plaid::Models::Item.
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property :item, coerce: Models::Item
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end
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end
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83
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# Public: Class used to call the PublicToken sub-product
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class PublicToken < BaseProduct
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86
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# Public: Creates a public token from an access_token.
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#
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# Does a POST /item/public_token/create call which can be used to
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# in update mode
|
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# Does a POST /item/public_token/create call which can be used to
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# initialize Link in update mode.
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90
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#
|
68
91
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# access_token - access_token to create a public token for
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69
92
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#
|
70
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-
# Returns a
|
93
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+
# Returns a CreateResponse object with a public token and expiration info.
|
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94
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def create(access_token)
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72
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-
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73
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-
|
95
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+
post_with_auth 'item/public_token/create',
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CreateResponse,
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access_token: access_token
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end
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99
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+
|
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# Public: Response for /item/public_token/create.
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class CreateResponse < Models::BaseResponse
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##
|
103
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# :attr_reader:
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# Public: The String token.
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105
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property :public_token
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+
|
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##
|
108
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# :attr_reader:
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# Public: The String token expiration time.
|
110
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property :expiration
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end
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112
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113
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# Public: Exchange a public token for an access_token
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#
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# Does a POST /item/public_token/exchange call helps you exchange a public
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79
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# (possibly from Plaid Link) for an access_token you can use in the
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115
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# Does a POST /item/public_token/exchange call helps you exchange a public
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116
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# token (possibly from Plaid Link) for an access_token you can use in the
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# rest of your app.
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#
|
81
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-
# public_token - Public token to get an access_token from
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# public_token - The Public token to get an access_token from.
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82
120
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#
|
83
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# Returns
|
121
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# Returns an ExchangeResponse object with an access_token and request id.
|
84
122
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def exchange(public_token)
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85
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-
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86
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-
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123
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post_with_auth 'item/public_token/exchange',
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ExchangeResponse,
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public_token: public_token
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end
|
88
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-
end
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127
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|
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-
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-
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-
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-
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# Public: Response for /item/public_token/exchange.
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class ExchangeResponse < Models::BaseResponse
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##
|
131
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# :attr_reader:
|
132
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# Public: The String access token for use with API.
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133
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property :access_token
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134
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+
|
135
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##
|
136
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# :attr_reader:
|
137
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# Public: The String item ID.
|
138
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property :item_id
|
94
139
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end
|
140
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+
end
|
95
141
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|
96
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-
|
142
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# Public: Class used to call the Webhook sub-product
|
143
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class Webhook < BaseProduct
|
144
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# Public: Update webhook for an access_token.
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97
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#
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# Does a POST /item/webhook/update call which is used to update webhook
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99
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# for a particular access_token
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100
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# transactions for an item are updated and ready
|
147
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# for a particular access_token. Webhooks are used to be notified when
|
148
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# transactions for an item are updated and ready.
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149
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#
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# access_token - access_token
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# webhook -
|
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# access_token - The access_token of an item to update webhook for.
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151
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# webhook - The new webhook link.
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104
152
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#
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-
# Returns
|
153
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# Returns an UpdateResponse object with either an ItemStatus or MFA
|
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# response.
|
106
155
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def update(access_token, webhook)
|
107
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-
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108
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-
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109
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-
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156
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post_with_auth 'item/webhook/update',
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UpdateResponse,
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access_token: access_token,
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webhook: webhook
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end
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+
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# Public: Response for /item/webhook/update.
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class UpdateResponse < Models::BaseResponse
|
164
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##
|
165
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# :attr_reader:
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166
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# Public: The item: Plaid::Models::Item.
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property :item, coerce: Models::Item
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end
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end
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170
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171
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# Public: Class used to call the Item product.
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class Item
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-
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-
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-
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118
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-
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172
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class Item < BaseProduct
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173
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##
|
174
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# :attr_reader:
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175
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# Public: The Plaid::AccessToken product accessor.
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subproduct :access_token
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177
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-
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121
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-
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122
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-
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-
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##
|
179
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# :attr_reader:
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# Public: The Plaid::Credentials product accessor.
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subproduct :credentials
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124
182
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-
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-
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-
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128
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-
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183
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##
|
184
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# :attr_reader:
|
185
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# Public: The Plaid::PublicToken product accessor.
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186
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subproduct :public_token
|
129
187
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-
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131
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-
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-
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def initialize(client)
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@client = client
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end
|
188
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+
##
|
189
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# :attr_reader:
|
190
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# Public: The Plaid::Webhook product accessor.
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191
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subproduct :webhook
|
138
192
|
|
139
193
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# Public: Creates an item.
|
140
194
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#
|
141
195
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# Does a POST /item/create call which attemps to create a new item for you
|
142
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-
# possibly returning a success, error, or multi-factor authentication
|
143
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-
#
|
144
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-
#
|
145
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-
#
|
146
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-
#
|
147
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-
#
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148
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-
#
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-
#
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# (optional)
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-
#
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-
#
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153
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-
#
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154
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-
#
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-
#
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-
#
|
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-
#
|
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# possibly returning a success, error, or multi-factor authentication
|
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# response.
|
198
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#
|
199
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# credentials - Institution credentials to create item with.
|
200
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# institution_id - Institution ID to create item with.
|
201
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+
# initial_products - Initial products to create the item with,
|
202
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+
# i.e. [:transactions].
|
203
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+
# transactions_start_date - date at which to begin the item's initial
|
204
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# transaction pull (optional).
|
205
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# transactions_end_date - date at which to end the item's initial
|
206
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# transaction pull (optional).
|
207
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# transactions_await_results - if true, the initial transaction pull will
|
208
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# be performed synchronously (optional).
|
209
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# webhook - webhook to associate with the item
|
210
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# (optional).
|
211
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# options - Additional options to merge into API
|
212
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# request.
|
213
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#
|
214
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+
# Returns an ItemResponse object with item info including access_token and
|
215
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+
# ItemStatus, or MFA response or error.
|
158
216
|
def create(credentials:,
|
159
217
|
institution_id:,
|
160
218
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initial_products:,
|
@@ -164,67 +222,115 @@ module Plaid
|
|
164
222
|
webhook: nil,
|
165
223
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options: nil)
|
166
224
|
|
167
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-
transactions_options = {}
|
168
|
-
unless transactions_start_date.nil?
|
169
|
-
transactions_options[:start_date] = Plaid.convert_to_date_string(transactions_start_date)
|
170
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-
end
|
171
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-
unless transactions_end_date.nil?
|
172
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-
transactions_options[:end_date] = Plaid.convert_to_date_string(transactions_end_date)
|
173
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-
end
|
174
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-
unless transactions_await_results.nil?
|
175
|
-
transactions_options[:await_results] = transactions_await_results
|
176
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-
end
|
177
|
-
|
178
225
|
options_payload = {}
|
179
|
-
|
226
|
+
|
227
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+
txn_options = transaction_options transactions_start_date,
|
228
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+
transactions_end_date,
|
229
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+
transactions_await_results
|
230
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+
|
231
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+
options_payload[:transactions] = txn_options if txn_options != {}
|
180
232
|
options_payload[:webhook] = webhook unless webhook.nil?
|
181
233
|
options_payload = options_payload.merge(options) unless options.nil?
|
182
234
|
|
183
|
-
|
184
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-
|
185
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-
|
186
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-
|
187
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-
|
235
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+
post_with_auth 'item/create',
|
236
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+
ItemResponse,
|
237
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+
credentials: credentials,
|
238
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+
institution_id: institution_id,
|
239
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+
initial_products: initial_products,
|
240
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+
options: options_payload
|
241
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+
end
|
242
|
+
|
243
|
+
private def transaction_options(start_date, end_date, await_results)
|
244
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+
{}.tap do |options|
|
245
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+
options[:start_date] = Plaid.convert_to_date_string(start_date) \
|
246
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+
if start_date
|
247
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+
|
248
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+
options[:end_date] = Plaid.convert_to_date_string(end_date) \
|
249
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+
if end_date
|
250
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+
|
251
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+
options[:await_results] = await_results if await_results
|
252
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+
end
|
253
|
+
end
|
254
|
+
|
255
|
+
# Public: Response for /item/create and /item/mfa endpoints.
|
256
|
+
class ItemResponse < Models::BaseResponse
|
257
|
+
##
|
258
|
+
# :attr_reader:
|
259
|
+
# Public: The String access_token to use with API.
|
260
|
+
property :access_token
|
261
|
+
|
262
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+
##
|
263
|
+
# :attr_reader:
|
264
|
+
# Public: The Plaid::Models::Item object, returned if item has been
|
265
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+
# successfully created.
|
266
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+
property :item, coerce: Models::Item
|
267
|
+
|
268
|
+
##
|
269
|
+
# :attr_reader:
|
270
|
+
# Public: The MFA/OTP device information: Plaid::Models::MFA::Device.
|
271
|
+
property :device, coerce: Models::MFA::Device
|
272
|
+
|
273
|
+
##
|
274
|
+
# :attr_reader:
|
275
|
+
# Public: The list of devices to send the OTP to:
|
276
|
+
# Array of Plaid::Models::MFA::DeviceListElement.
|
277
|
+
property :device_list, coerce: Array[Models::MFA::DeviceListElement]
|
278
|
+
|
279
|
+
##
|
280
|
+
# :attr_reader:
|
281
|
+
# Public: The String MFA type. E.g. "device_list", "device", "questions",
|
282
|
+
# "selections".
|
283
|
+
property :mfa_type
|
284
|
+
|
285
|
+
##
|
286
|
+
# :attr_reader:
|
287
|
+
# Public: The Array of String MFA questions.
|
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property :questions
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+
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##
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# :attr_reader:
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# Public: The Array of MFA selections: Plaid::Models::MFA::Selection.
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property :selections, coerce: Array[Models::MFA::Selection]
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end
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296
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# Public: Submit an MFA step.
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#
|
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-
# Does a POST /item/mfa call which gives you the ability to
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+
# Does a POST /item/mfa call which gives you the ability to respond to an
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299
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+
# MFA.
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300
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#
|
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# access_token - To submit MFA step for
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# mfa_type - The MFA type indicated in the MFA response
|
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-
# responses - List of answers/responses to MFA
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+
# access_token - To submit MFA step for.
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+
# mfa_type - The MFA type indicated in the MFA response.
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+
# responses - List of answers/responses to MFA.
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#
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# Returns
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# Returns an ItemResponse instance.
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306
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def mfa(access_token, mfa_type, responses)
|
200
|
-
|
201
|
-
|
202
|
-
|
203
|
-
|
307
|
+
post_with_auth 'item/mfa',
|
308
|
+
ItemResponse,
|
309
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+
access_token: access_token,
|
310
|
+
mfa_type: mfa_type,
|
311
|
+
responses: responses
|
204
312
|
end
|
205
313
|
|
206
|
-
# Public: Get information about an item
|
314
|
+
# Public: Get information about an item.
|
207
315
|
#
|
208
|
-
# Does a POST /item/get call which returns information about an item or
|
316
|
+
# Does a POST /item/get call which returns information about an item or
|
317
|
+
# ItemStatus.
|
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318
|
#
|
210
319
|
# access_token - access_token who's item to fetch status for
|
211
320
|
#
|
212
|
-
# Returns a
|
321
|
+
# Returns a GetResponse object with item information.
|
213
322
|
def get(access_token)
|
214
|
-
|
215
|
-
|
323
|
+
post_with_auth 'item/get',
|
324
|
+
GetResponse,
|
325
|
+
access_token: access_token
|
216
326
|
end
|
217
327
|
|
218
|
-
# Public:
|
219
|
-
|
220
|
-
|
221
|
-
|
222
|
-
|
223
|
-
|
224
|
-
# Returns a parsed JSON of delete result
|
225
|
-
def delete(access_token)
|
226
|
-
payload = { access_token: access_token }
|
227
|
-
@client.post_with_auth('item/delete', payload)
|
328
|
+
# Public: Response for /item/get.
|
329
|
+
class GetResponse < Models::BaseResponse
|
330
|
+
##
|
331
|
+
# :attr_reader:
|
332
|
+
# Public: The item: Plaid::Models::Item.
|
333
|
+
property :item, coerce: Models::Item
|
228
334
|
end
|
229
335
|
|
230
336
|
# Public: Removes an item
|
@@ -233,10 +339,19 @@ module Plaid
|
|
233
339
|
#
|
234
340
|
# access_token - access_token who's item to remove
|
235
341
|
#
|
236
|
-
# Returns a
|
342
|
+
# Returns a RemoveResponse object with remove result.
|
237
343
|
def remove(access_token)
|
238
|
-
|
239
|
-
|
344
|
+
post_with_auth 'item/remove',
|
345
|
+
RemoveResponse,
|
346
|
+
access_token: access_token
|
347
|
+
end
|
348
|
+
|
349
|
+
# Public: Response for /item/remove.
|
350
|
+
class RemoveResponse < Models::BaseResponse
|
351
|
+
##
|
352
|
+
# :attr_reader:
|
353
|
+
# Public: The Boolean flag meaning successful removal.
|
354
|
+
property :removed
|
240
355
|
end
|
241
356
|
end
|
242
357
|
end
|