plaid_rails 0.0.1 → 0.0.2

checksums.yaml

@@ -1,7 +1,7 @@
 ---
 SHA1:
-  metadata.gz: cfa957e3247b9dd795200f9e15eb2a775425adf7
-  data.tar.gz: ccaacbd3394200f6653ff4891584054e4760e4f5
+  metadata.gz: d197c9a37166ed867afe4fcd976b52ca6eee6c1b
+  data.tar.gz: ef42e083ed29bb7cbc7b4e4a182c7a3b74c9b409
 SHA512:
-  metadata.gz: 7c0d5802e0258f8e4115c1d3cb9295610934f2001f04408d7423984606f96b282fe8db52aee8052e84a9cf154348ba0578cb178fd698ae7cd7f4bf758272e11a
-  data.tar.gz: 8f2aa09ebfc55dfea10cd084f699293aaa49ed430c76cadd8ee246802cadb8c57fe235b78d8f911c527516f7f2b78e004552e94783c232bb985cbf60f5566bf8
+  metadata.gz: fa5f7468171b9af012523da2f10eaddacdbaf37b0c82ee71ffd9c7845cb9cb7becd5eaa667d9a648f64630a3c90b626a0699a409b59011d3aa692fe6cd6d0eac
+  data.tar.gz: 36bec95361228c31eee08cccfabde4fe1314073e0ee1b53e3cf3e305daf12fc74be143df9dca0f071e9763c0d4352bdd53f56d7a42de344684bf040d48f960ae

data/Rakefile

@@ -25,5 +25,5 @@ Dir[File.join(File.dirname(__FILE__), 'tasks/**/*.rake')].each {|f| load f }
 require 'rspec/core'
 require 'rspec/core/rake_task'
 desc "Run all specs in spec directory (excluding plugin specs)"
-RSpec::Core::RakeTask.new(:spec => 'app:db:test:prepare')
-task :default => :spec
+RSpec::Core::RakeTask.new #(:spec => 'app:db:test:prepare')
+task :default => :spec

data/app/assets/javascripts/plaid_rails/link.js

@@ -1,36 +1,61 @@
-var plaidData = $("#plaid-data");
-var linkHandler = Plaid.create({
-    env: plaidData.data('env'),
-    clientName: plaidData.data('client-name'),
-    key: plaidData.data('key'),
-    product: 'connect',
-    webhook: plaidData.data('webhook'),
-    onLoad: function () {
-        // The Link module finished loading.
-    },
-    onSuccess: function (public_token, metadata) {
-        // Send the public_token to your app server here.
-        // The metadata object contains info about the institution the
-        // user selected and the account ID, if selectAccount is enabled.
-        $.ajax({
-            type: 'POST',
-            dataType: 'script',
-            url: '/plaid/authenticate',
-            data: {
-                public_token: public_token,
-                name: metadata.institution.name,
-                type: metadata.institution.type,
-                owner_type: plaidData.data('owner-type'),
-                owner_id: plaidData.data('owner-id')
-            }
-        });
-    },
-    onExit: function () {
-        // The user exited the Link flow.
+function getPlaid(plaidData) {
+    var url = null;
+    var token = plaidData.data('token');
+    var env = plaidData.data('env');
+    if (typeof token === 'undefined') {
+        url = '/plaid/authenticate';
+        token = null;
+    } else {
+        url = '/plaid/update';
     }
-});
+    // set token for test environment
+    if (env === 'tartan' && typeof plaidData.data('type') !== 'undefined') {
+        token = 'test,' + plaidData.data('type') + ',connected'
+    }
+
+    var linkHandler = Plaid.create({
+        env: env,
+        clientName: plaidData.data('client-name'),
+        key: plaidData.data('key'),
+        product: 'connect',
+        webhook: plaidData.data('webhook'),
+        onLoad: function () {
+            // The Link module finished loading.
+        },
+        onSuccess: function (public_token, metadata) {
+            // Send the public_token to your app server here.
+            // The metadata object contains info about the institution the
+            // user selected and the account ID, if selectAccount is enabled.
+            $.ajax({
+                type: 'POST',
+                dataType: 'script',
+                url: url,
+                data: {
+                    public_token: public_token,
+                    name: metadata.institution.name,
+                    type: metadata.institution.type,
+                    owner_type: plaidData.data('owner-type'),
+                    owner_id: plaidData.data('owner-id')
+                }
+            });
+        },
+        onExit: function () {
+            // The user exited the Link flow.
+        }
+    });
+    return linkHandler;
+}
 // Trigger the authentication view
 $(document).on("click", '#plaidLinkButton', function () {
-    linkHandler.open();
+    var plaidData = $(this);
+    linkHandler = getPlaid(plaidData);
+    var plaidType = plaidData.data('type')
+    //open handler for the institution
+    if (typeof plaidType === 'undefined') {
+        linkHandler.open();
+    } else {
+        linkHandler.open(plaidType);
+    }
+
 });
 

data/app/controllers/plaid_rails/accounts_controller.rb

@@ -33,7 +33,7 @@ module PlaidRails
     
     # Never trust parameters from the scary internet, only allow the white list through.
     def account_params
-      params.require(:account).permit(:access_token, :type,:name,:owner_id,:owner_type,account_ids:[])
+      params.require(:account).permit(:token,:access_token, :type,:name,:owner_id,:owner_type,account_ids:[])
     end
   end
 end

data/app/controllers/plaid_rails/link_controller.rb

@@ -7,7 +7,7 @@ module PlaidRails
       begin
         @exchange_token = Plaid.exchange_token(link_params[:public_token])
 
-        @params = link_params
+        @params = link_params.merge!(token: link_params[:public_token])
         
       rescue => e
         Rails.logger.error "Error: #{e}"
@@ -16,10 +16,25 @@ module PlaidRails
       end
     end
     
+    def update
+      begin
+        exchange_token = Plaid.exchange_token(link_params[:public_token])
+
+        @accounts =PlaidRails::Account.where(owner_id: link_params[:owner_id])
+        @accounts.each do |account|
+          account.update(access_token: exchange_token.access_token)
+        end
+        flash[:success]="You successfully updated your account(s)"
+      rescue => e
+        Rails.logger.error "Error: #{e}"
+        Rails.logger.error e.backtrace.join("\n")
+        render text: e.message, status: 500
+      end
+    end
     private
     # Never trust parameters from the scary internet, only allow the white list through.
     def link_params
-      params.permit(:public_token, :type,:name,:owner_id,:owner_type)
+      params.permit(:access_token, :public_token, :type,:name,:owner_id,:owner_type)
     end
   end
 end

data/app/services/plaid_rails/create_account_service.rb

@@ -8,9 +8,9 @@ module PlaidRails
         user = Plaid.set_user(account_params["access_token"],['auth'])
         #find the account by account_id 
         account = user.accounts.find{|a| a.id==id}
-        
         PlaidRails::Account.create!(
           access_token: account_params["access_token"], 
+          token: account_params["token"],
           plaid_type: account_params["type"],
           name: account.name,
           bank_name: account.meta["name"],

data/app/views/plaid_rails/link/_auth.html.erb

@@ -10,5 +10,6 @@
      data-owner-id="<%=  owner.id %>">
 </div>
 
+<!-- put at bottom of page -->
 <%=javascript_include_tag "https://cdn.plaid.com/link/stable/link-initialize.js" %>
 <%=javascript_include_tag "plaid_rails/link.js" %>

data/app/views/plaid_rails/link/update.js.erb

@@ -0,0 +1,5 @@
+// override this js file with your own in your the own view in 
+// app/views/plaid_rails/link/authenticate.js.erb
+
+console.log('success')
+alert('success')

data/config/routes.rb

@@ -4,6 +4,6 @@ PlaidRails::Engine.routes.draw do
     
   match '/webhooks', to: 'webhooks#create',   via: :post
   match '/authenticate', to: "link#authenticate", via: :post
-  
+  match '/update', to: "link#update", via: :post
 
 end

data/db/migrate/20160215155024_create_plaid_rails_accounts.rb

@@ -2,6 +2,7 @@ class CreatePlaidRailsAccounts < ActiveRecord::Migration
   def change
     create_table :plaid_rails_accounts do |t|
       t.string :access_token
+      t.string :token
       t.string :plaid_type
       t.string :name
       t.string :bank_name
@@ -13,6 +14,7 @@ class CreatePlaidRailsAccounts < ActiveRecord::Migration
       t.decimal :current_balance, :precision => 10, :scale => 2
       t.decimal :available_balance, :precision => 10, :scale => 2
       t.string :error
+
       t.timestamps
     end
     add_index :plaid_rails_accounts, :access_token

data/lib/generators/plaid_rails/install_generator.rb

@@ -0,0 +1,18 @@
+module PlaidRails
+  class InstallGenerator < Rails::Generators::Base
+    source_root File.expand_path('../templates', __FILE__)
+
+    def install_initializer
+      initializer 'plaid.rb', File.read(File.expand_path('../templates/initializer.rb', __FILE__))
+    end
+    def install_js
+      inject_into_file 'app/assets/javascripts/application.js', after: "//= require jquery\n" do <<-'JS'
+//= require plaid_rails
+        JS
+      end
+    end
+    def install_route
+      route "mount PlaidRails::Engine => '/plaid', as: :plaid_rails"
+    end
+  end
+end

data/lib/generators/plaid_rails/templates/initializer.rb

@@ -0,0 +1,29 @@
+Plaid.config do |p|
+  Plaid.customer_id = Rails.application.secrets[:plaid][:customer_id]
+  Plaid.secret =  Rails.application.secrets[:plaid][:secret]
+  Plaid.environment_location = Rails.env.production? ? 'https://api.plaid.com/' : 'https://tartan.plaid.com/'
+end
+PlaidRails.configure do |config|
+  config.public_key =  Rails.application.secrets[:plaid][:public_key]
+  config.long_tail = true
+  config.webhook = 'https://my.app.com/plaid/webhooks'
+  
+  # https://plaid.com/docs/#webhook
+  #subscribe to plaid webhooks
+  config.all do |event|
+    Rails.logger.debug "Plaid Webhook: #{event.inspect}"
+  end
+  
+  config.subscribe "transactions.initial" do |event|
+    Rails.logger.debug "transactions.initial #{event.inspect}"
+    # do something with intial transactions
+  end
+  config.subscribe "transactions.new" do |event|
+    Rails.logger.debug "transactions.new #{event.inspect}"
+    # do something with the new transactions
+  end
+  config.subscribe "transactions.interval" do |event|
+    Rails.logger.debug "transactions.initial #{event.inspect}"
+    # do something with the new transactions
+  end
+end

data/lib/plaid_rails/version.rb

@@ -1,3 +1,3 @@
 module PlaidRails
-  VERSION = "0.0.1"
+  VERSION = "0.0.2"
 end

data/spec/controllers/plaid_rails/accounts_controller_spec.rb

@@ -24,7 +24,8 @@ module PlaidRails
     it "can create" do
       accounts = user.accounts.map{|a| a.id}
       post :create, account: {access_token: 'test_wells', account_ids: accounts,
-        name:'Wells Fargo', type: 'wells', owner_id: "1", owner_type: "User"}
+        name:'Wells Fargo', type: 'wells', owner_id: "1", owner_type: "User",
+        token: public_token}
       expect(response).to be_success
       expect(assigns(:accounts).size).to eq 4
     end

data/spec/controllers/plaid_rails/link_controller_spec.rb

@@ -11,7 +11,7 @@ module PlaidRails
       expect(response).to render_template('plaid_rails/link/authenticate')
     end
     
-    it "can't authenticat with bad public token" do
+    it "can't authenticate with bad public token" do
       xhr :post, :authenticate, public_token: 'badtoken', name:'Wells Fargo', type: 'wells',
         owner_id: "1", owner_type: "User"
       expect(response).to_not be_success
@@ -19,9 +19,20 @@ module PlaidRails
       expect(response.body).to eq "unauthorized product"
     end
     
+    it "update with public token" do
+      account = create(:account)
+      xhr :post, :update, public_token: 'test,wells,connected', name:'Wells Fargo', type: 'wells',
+        owner_id: "1", owner_type: "User"
+      expect(response).to be_success
+      expect(assigns(:accounts)).to_not be_nil
+      expect(response).to render_template('plaid_rails/link/update')
+    end
     it {
       should permit(:public_token, :type,:name,:owner_id,:owner_type).
         for(:authenticate, verb: :post, format: :js)}
+    it {
+      should permit(:access_token,:public_token, :type,:name,:owner_id,:owner_type).
+        for(:update, verb: :post, format: :js)}
 
   end
 end

data/spec/dummy/db/schema.rb

@@ -15,6 +15,7 @@ ActiveRecord::Schema.define(version: 20160215155024) do
 
   create_table "plaid_rails_accounts", force: true do |t|
     t.string   "access_token"
+    t.string   "token"
     t.string   "plaid_type"
     t.string   "name"
     t.string   "bank_name"