ynap 1.0.0
Sign up to get free protection for your applications and to get access to all the features.
- checksums.yaml +7 -0
- data/CHANGELOG.md +7 -0
- data/LICENSE.txt +21 -0
- data/README.md +266 -0
- data/bin/console +14 -0
- data/bin/plaid +349 -0
- data/bin/setup +8 -0
- data/bin/ynap +5 -0
- data/config/ynap.yml.example +29 -0
- data/exe/ynap +6 -0
- data/html/index.html +950 -0
- data/html/oauth-response.html +305 -0
- data/lib/ynap.rb +42 -0
- data/lib/ynap/cli.rb +113 -0
- data/lib/ynap/extensions/float.rb +5 -0
- data/lib/ynap/extensions/integer.rb +5 -0
- data/lib/ynap/extensions/plaid/models/transaction.rb +8 -0
- data/lib/ynap/extensions/ynab/save_transaction.rb +8 -0
- data/lib/ynap/extensions/ynab/transaction_detail.rb +8 -0
- data/lib/ynap/models/account.rb +62 -0
- data/lib/ynap/models/bank.rb +145 -0
- data/lib/ynap/models/bridge_record.rb +9 -0
- data/lib/ynap/payee_parser.rb +12 -0
- data/lib/ynap/values/params_converter.rb +52 -0
- data/lib/ynap/version.rb +3 -0
- metadata +197 -0
data/bin/setup
ADDED
data/bin/ynap
ADDED
|
@@ -0,0 +1,29 @@
|
|
|
1
|
+
:plaid:
|
|
2
|
+
:client_id: 1234567890a
|
|
3
|
+
:public_key: 1234567890a
|
|
4
|
+
:secret: 1234567890a
|
|
5
|
+
:env: development
|
|
6
|
+
:country_codes: FR
|
|
7
|
+
:redirect_uri: https://{subdomain}.ngrok.io/oauth-response.html
|
|
8
|
+
:web_port: 8000
|
|
9
|
+
:ynab:
|
|
10
|
+
:token: your-token
|
|
11
|
+
:budget_id: your-id-in-ynab-url
|
|
12
|
+
:regex:
|
|
13
|
+
- ^(?:PRLV|VIR|E-VIR)(?:\sSEPA)?\s(?<name>[^,]*)(?:,.*)?$ # VIR/PRLV SEPA PAYEE NAME(, something)
|
|
14
|
+
- ^CARTE \d{1,2}\/\d{1,2}\/\d{1,2}\s(?<name>[\w\s]*)(?:\sCB\*\d*)?$ # CARTE 16/10/20 PAYEE NAME CB*6825
|
|
15
|
+
- ^CB\s\d*\s(?<name>.{11}).*$ # CB 123123 PAYEE NAME 11CITY LE 1111 - PAYEE NAME IS 11 chars
|
|
16
|
+
:banks:
|
|
17
|
+
- :id: bansky
|
|
18
|
+
:name: Bansky
|
|
19
|
+
:plaid_access_token: access-development-123456789
|
|
20
|
+
:accounts:
|
|
21
|
+
- :plaid_id: account-plaid-id
|
|
22
|
+
:ynab_id: account-ynab-id
|
|
23
|
+
:start_date: "2020-10-23"
|
|
24
|
+
- :id: piggy
|
|
25
|
+
:name: Piggy Bank
|
|
26
|
+
:plaid_access_token: access-development-123456789
|
|
27
|
+
:accounts:
|
|
28
|
+
- :plaid_id: account-plaid-id
|
|
29
|
+
:ynab_id: account-ynab-id
|
data/exe/ynap
ADDED
data/html/index.html
ADDED
|
@@ -0,0 +1,950 @@
|
|
|
1
|
+
<!DOCTYPE html>
|
|
2
|
+
<html lang="en">
|
|
3
|
+
<head>
|
|
4
|
+
<meta charset="UTF-8">
|
|
5
|
+
<title>Plaid Quickstart Example</title>
|
|
6
|
+
<link rel="stylesheet" href="https://threads.plaid.com/threads.css">
|
|
7
|
+
|
|
8
|
+
<meta name="viewport" content="width=device-width, initial-scale=1">
|
|
9
|
+
<style>
|
|
10
|
+
/*
|
|
11
|
+
|
|
12
|
+
Base
|
|
13
|
+
|
|
14
|
+
*/
|
|
15
|
+
|
|
16
|
+
body {
|
|
17
|
+
background: #ffffff;
|
|
18
|
+
}
|
|
19
|
+
|
|
20
|
+
.main {
|
|
21
|
+
max-width: 960px;
|
|
22
|
+
margin-right: auto;
|
|
23
|
+
margin-left: auto;
|
|
24
|
+
padding: 80px 40px;
|
|
25
|
+
}
|
|
26
|
+
|
|
27
|
+
|
|
28
|
+
/*
|
|
29
|
+
|
|
30
|
+
Content at the top of the view
|
|
31
|
+
|
|
32
|
+
*/
|
|
33
|
+
.loading-indicator {
|
|
34
|
+
-webkit-animation: rot 1200ms infinite cubic-bezier(0.23, 1.2, 0.32, 1);
|
|
35
|
+
animation: rot 1200ms infinite cubic-bezier(0.23, 1.2, 0.32, 1);
|
|
36
|
+
border-bottom: 2px solid #e3e3e3;
|
|
37
|
+
border-left: 2px solid #e3e3e3;
|
|
38
|
+
border-radius: 100%;
|
|
39
|
+
border-right: 2px solid #e3e3e3;
|
|
40
|
+
border-top: 2px solid #7e7e7e;
|
|
41
|
+
font-size: 100%;
|
|
42
|
+
font: inherit;
|
|
43
|
+
height: 45px;
|
|
44
|
+
left: calc(50% - (45px / 2));
|
|
45
|
+
margin: 0;
|
|
46
|
+
padding: 0;
|
|
47
|
+
position: absolute;
|
|
48
|
+
top: 80%;
|
|
49
|
+
vertical-align: baseline;
|
|
50
|
+
width: 45px;
|
|
51
|
+
box-sizing: border-box
|
|
52
|
+
}
|
|
53
|
+
@keyframes rot {
|
|
54
|
+
from {
|
|
55
|
+
-webkit-transform: rotate(0deg);
|
|
56
|
+
transform: rotate(0deg);
|
|
57
|
+
}
|
|
58
|
+
to {
|
|
59
|
+
-webkit-transform: rotate(359deg);
|
|
60
|
+
transform: rotate(359deg);
|
|
61
|
+
}
|
|
62
|
+
}
|
|
63
|
+
@-webkit-keyframes rot {
|
|
64
|
+
from {
|
|
65
|
+
-webkit-transform: rotate(0deg);
|
|
66
|
+
transform: rotate(0deg);
|
|
67
|
+
}
|
|
68
|
+
to {
|
|
69
|
+
-webkit-transform: rotate(359deg);
|
|
70
|
+
transform: rotate(359deg);
|
|
71
|
+
}
|
|
72
|
+
}
|
|
73
|
+
|
|
74
|
+
.everpresent-content {
|
|
75
|
+
border-bottom-width: 1px;
|
|
76
|
+
border-bottom-color: #E3E9EF;
|
|
77
|
+
border-bottom-style: solid;
|
|
78
|
+
margin-bottom: 16px;
|
|
79
|
+
padding-bottom: 16px;
|
|
80
|
+
}
|
|
81
|
+
|
|
82
|
+
.everpresent-content__heading {
|
|
83
|
+
margin-bottom: 16px;
|
|
84
|
+
}
|
|
85
|
+
|
|
86
|
+
.everpresent-content__subheading {
|
|
87
|
+
font-size: 24px;
|
|
88
|
+
font-weight: 300;
|
|
89
|
+
color: #527084;
|
|
90
|
+
line-height: 32px;
|
|
91
|
+
margin-bottom: 0;
|
|
92
|
+
}
|
|
93
|
+
|
|
94
|
+
/*
|
|
95
|
+
|
|
96
|
+
Item overview
|
|
97
|
+
|
|
98
|
+
*/
|
|
99
|
+
|
|
100
|
+
.item-overview {
|
|
101
|
+
padding-bottom: 16px;
|
|
102
|
+
}
|
|
103
|
+
|
|
104
|
+
.item-overview__column {
|
|
105
|
+
width: 50%;
|
|
106
|
+
float: left;
|
|
107
|
+
}
|
|
108
|
+
|
|
109
|
+
.item-overview__column:nth-child(1) {
|
|
110
|
+
padding-right: 8px;
|
|
111
|
+
}
|
|
112
|
+
|
|
113
|
+
.item-overview__column:nth-child(2) {
|
|
114
|
+
padding-left: 8px;
|
|
115
|
+
}
|
|
116
|
+
|
|
117
|
+
.item-overview__heading {
|
|
118
|
+
font-weight: bold;
|
|
119
|
+
text-transform: uppercase;
|
|
120
|
+
font-size: 12px;
|
|
121
|
+
margin-bottom: 0;
|
|
122
|
+
}
|
|
123
|
+
|
|
124
|
+
.item-overview__id {
|
|
125
|
+
text-overflow: ellipsis;
|
|
126
|
+
overflow-x: hidden;
|
|
127
|
+
}
|
|
128
|
+
|
|
129
|
+
/*
|
|
130
|
+
|
|
131
|
+
One off tweaks to the layout for tables
|
|
132
|
+
|
|
133
|
+
*/
|
|
134
|
+
|
|
135
|
+
.response-row {
|
|
136
|
+
}
|
|
137
|
+
|
|
138
|
+
.response-row--is-identity td {
|
|
139
|
+
width: 25%;
|
|
140
|
+
display: inline-block;
|
|
141
|
+
overflow-wrap: break-word;
|
|
142
|
+
vertical-align: top;
|
|
143
|
+
}
|
|
144
|
+
|
|
145
|
+
/*
|
|
146
|
+
|
|
147
|
+
Display content inside of box
|
|
148
|
+
|
|
149
|
+
*/
|
|
150
|
+
|
|
151
|
+
.box {
|
|
152
|
+
border-radius: 4px;
|
|
153
|
+
border-width: 1px;
|
|
154
|
+
border-color: #E3E9EF;
|
|
155
|
+
border-style: solid;
|
|
156
|
+
border-radius: 4px;
|
|
157
|
+
margin-bottom: 24px;
|
|
158
|
+
overflow: hidden;
|
|
159
|
+
box-shadow: 0 1px 2px rgba(3,49,86,0.2);
|
|
160
|
+
}
|
|
161
|
+
|
|
162
|
+
.box__heading {
|
|
163
|
+
padding: 16px 24px;
|
|
164
|
+
border-bottom-width: 1px;
|
|
165
|
+
border-bottom-color: #E3E9EF;
|
|
166
|
+
border-bottom-style: solid;
|
|
167
|
+
background-color: #FAFCFD;
|
|
168
|
+
margin-bottom: 0;
|
|
169
|
+
}
|
|
170
|
+
|
|
171
|
+
|
|
172
|
+
/*
|
|
173
|
+
|
|
174
|
+
Item row
|
|
175
|
+
|
|
176
|
+
*/
|
|
177
|
+
.item-data-row {
|
|
178
|
+
border-bottom-width: 1px;
|
|
179
|
+
border-bottom-color: #E3E9EF;
|
|
180
|
+
border-bottom-style: solid;
|
|
181
|
+
padding-top: 24px;
|
|
182
|
+
padding-bottom: 24px;
|
|
183
|
+
padding-left: 24px;
|
|
184
|
+
padding-right: 24px;
|
|
185
|
+
}
|
|
186
|
+
|
|
187
|
+
.item-data-row:after {
|
|
188
|
+
clear: both;
|
|
189
|
+
content: '';
|
|
190
|
+
display: table;
|
|
191
|
+
}
|
|
192
|
+
|
|
193
|
+
.item-data-row:last-child {
|
|
194
|
+
margin-bottom: 0;
|
|
195
|
+
border-bottom: 0;
|
|
196
|
+
}
|
|
197
|
+
|
|
198
|
+
.item-data-row__request-type {
|
|
199
|
+
background-color
|
|
200
|
+
font-size: 12px;
|
|
201
|
+
color: #02B1F8;
|
|
202
|
+
letter-spacing: 0;
|
|
203
|
+
background: #D9F3FE;
|
|
204
|
+
font-weight: 600;
|
|
205
|
+
text-transform: uppercase;
|
|
206
|
+
border-radius: 4px;
|
|
207
|
+
height: 32px;
|
|
208
|
+
line-height: 32px;
|
|
209
|
+
text-align: center;
|
|
210
|
+
font-size: 14px;
|
|
211
|
+
}
|
|
212
|
+
|
|
213
|
+
.item-data-row__endpoint {
|
|
214
|
+
font-family: "monaco", courier;
|
|
215
|
+
font-size: 14px;
|
|
216
|
+
line-height: 32px;
|
|
217
|
+
display: inline-block;
|
|
218
|
+
}
|
|
219
|
+
|
|
220
|
+
.item-data-row__nicename {
|
|
221
|
+
font-size: 16px;
|
|
222
|
+
line-height: 32px;
|
|
223
|
+
display: inline-block;
|
|
224
|
+
font-weight: 500;
|
|
225
|
+
color: #033156;
|
|
226
|
+
}
|
|
227
|
+
|
|
228
|
+
|
|
229
|
+
.item-data-row__left {
|
|
230
|
+
width: 13%;
|
|
231
|
+
float: left;
|
|
232
|
+
}
|
|
233
|
+
|
|
234
|
+
.item-data-row__center {
|
|
235
|
+
width: 62%;
|
|
236
|
+
float: left;
|
|
237
|
+
padding-left: 16px;
|
|
238
|
+
}
|
|
239
|
+
|
|
240
|
+
.item-data-row__right {
|
|
241
|
+
width: 25%;
|
|
242
|
+
float: left;
|
|
243
|
+
}
|
|
244
|
+
|
|
245
|
+
/*
|
|
246
|
+
|
|
247
|
+
Hide things
|
|
248
|
+
|
|
249
|
+
*/
|
|
250
|
+
|
|
251
|
+
#app {
|
|
252
|
+
display: none;
|
|
253
|
+
}
|
|
254
|
+
|
|
255
|
+
#steps {
|
|
256
|
+
display: none;
|
|
257
|
+
}
|
|
258
|
+
|
|
259
|
+
/*
|
|
260
|
+
|
|
261
|
+
Errors
|
|
262
|
+
|
|
263
|
+
*/
|
|
264
|
+
|
|
265
|
+
.alert {
|
|
266
|
+
padding: 15px;
|
|
267
|
+
margin-top: 20px;
|
|
268
|
+
margin-bottom: 20px;
|
|
269
|
+
border: 1px solid transparent;
|
|
270
|
+
border-radius: 4px;
|
|
271
|
+
}
|
|
272
|
+
|
|
273
|
+
.alert-danger {
|
|
274
|
+
color: #a94442;
|
|
275
|
+
background-color: #f2dede;
|
|
276
|
+
border-color: #ebccd1;
|
|
277
|
+
}
|
|
278
|
+
|
|
279
|
+
.alert-danger a {
|
|
280
|
+
color: #a94442;
|
|
281
|
+
font-weight: bold;
|
|
282
|
+
}
|
|
283
|
+
</style>
|
|
284
|
+
</head>
|
|
285
|
+
<body>
|
|
286
|
+
<main class="main">
|
|
287
|
+
<div class="grid">
|
|
288
|
+
<div class="grid__column grid__column--is-twelve-columns">
|
|
289
|
+
<div id="banner" class="everpresent-content">
|
|
290
|
+
<h1 class="everpresent-content__heading">Plaid Quickstart</h1>
|
|
291
|
+
<p id="intro" class="everpresent-content__subheading">
|
|
292
|
+
An example application that outlines an end-to-end integration with Plaid
|
|
293
|
+
</p>
|
|
294
|
+
<p id="steps" class="everpresent-content__subheading">
|
|
295
|
+
Success! You just created an Item by linking your account.
|
|
296
|
+
</p>
|
|
297
|
+
</div>
|
|
298
|
+
|
|
299
|
+
<div id="container" class="initial-view">
|
|
300
|
+
<p class="initial-view__description">
|
|
301
|
+
Click the button below to open a list of Institutions. After you select one, you’ll be guided through an authentication process. Upon completion, a public_token will be passed back to the server and exchanged for access_token.
|
|
302
|
+
</p>
|
|
303
|
+
|
|
304
|
+
<button id="link-btn" class="button button--is-primary" disabled>Connect with Plaid</button>
|
|
305
|
+
<div class="loading-indicator"></div>
|
|
306
|
+
|
|
307
|
+
</div>
|
|
308
|
+
|
|
309
|
+
<div id="app" class="connected-view">
|
|
310
|
+
<div class="item-overview">
|
|
311
|
+
<div class="item-overview__column">
|
|
312
|
+
<h3 class="item-overview__heading">item_id</h3>
|
|
313
|
+
<p class="item-overview__id" id="item_id">san.asjsansakjsakjasjksajkas</p>
|
|
314
|
+
</div>
|
|
315
|
+
<div class="item-overview__column">
|
|
316
|
+
<h3 class="item-overview__heading">access_token</h3>
|
|
317
|
+
<p class="item-overview__id" id="access_token">••••••••hsakjsl</p>
|
|
318
|
+
</div>
|
|
319
|
+
<div style="clear: both"></div>
|
|
320
|
+
</div>
|
|
321
|
+
|
|
322
|
+
<p>Now that you have an access_token you can make all of the following API requests:</p>
|
|
323
|
+
|
|
324
|
+
<div class="box">
|
|
325
|
+
<h3 class="box__heading">Products</h3>
|
|
326
|
+
|
|
327
|
+
<!-- Auth -->
|
|
328
|
+
<div class="item-data-row">
|
|
329
|
+
<div class="item-data-row__left">
|
|
330
|
+
<div class="item-data-row__request-type">post</div>
|
|
331
|
+
</div>
|
|
332
|
+
<div class="item-data-row__center">
|
|
333
|
+
<div class="item-data-row__nicename">Auth</div>
|
|
334
|
+
<div class="item-data-row__endpoint">/auth/get</div>
|
|
335
|
+
<div class="item-data-row__description">Retrieve account and routing numbers for checking and savings accounts.</div>
|
|
336
|
+
</div>
|
|
337
|
+
<div class="item-data-row__right">
|
|
338
|
+
<button id="get-auth-btn" class="button button--is-small button--is-default button--is-full-width">Send request</button>
|
|
339
|
+
</div>
|
|
340
|
+
<div class="item-data-row__response">
|
|
341
|
+
<table><tbody id="get-auth-data"></tbody></table>
|
|
342
|
+
</div>
|
|
343
|
+
</div>
|
|
344
|
+
|
|
345
|
+
<!--Transactions -->
|
|
346
|
+
<div class="item-data-row">
|
|
347
|
+
<div class="item-data-row__left">
|
|
348
|
+
<div class="item-data-row__request-type">post</div>
|
|
349
|
+
</div>
|
|
350
|
+
<div class="item-data-row__center">
|
|
351
|
+
<div class="item-data-row__nicename">Transactions</div>
|
|
352
|
+
<div class="item-data-row__endpoint">/transactions/get</div>
|
|
353
|
+
<div class="item-data-row__description">Retrieve transactions for credit and depository accounts.</div>
|
|
354
|
+
</div>
|
|
355
|
+
<div class="item-data-row__right">
|
|
356
|
+
<button id="get-transactions-btn" class="button button--is-small button--is-default button--is-full-width">Send request</button>
|
|
357
|
+
</div>
|
|
358
|
+
<div class="item-data-row__response">
|
|
359
|
+
<table><tbody id="get-transactions-data"></tbody></table>
|
|
360
|
+
</div>
|
|
361
|
+
</div>
|
|
362
|
+
|
|
363
|
+
<!-- Identity -->
|
|
364
|
+
<div class="item-data-row">
|
|
365
|
+
<div class="item-data-row__left">
|
|
366
|
+
<div class="item-data-row__request-type">post</div>
|
|
367
|
+
</div>
|
|
368
|
+
<div class="item-data-row__center">
|
|
369
|
+
<div class="item-data-row__nicename">Identity</div>
|
|
370
|
+
<div class="item-data-row__endpoint">/identity/get</div>
|
|
371
|
+
<div class="item-data-row__description">Retrieve Identity information on file with the bank. Reduce fraud by comparing user-submitted data to validate identity.</div>
|
|
372
|
+
</div>
|
|
373
|
+
<div class="item-data-row__right">
|
|
374
|
+
<button id="get-identity-btn" class="button button--is-small button--is-default button--is-full-width">Send request</button>
|
|
375
|
+
</div>
|
|
376
|
+
<div class="item-data-row__response">
|
|
377
|
+
<table><tbody id="get-identity-data"></tbody></table>
|
|
378
|
+
</div>
|
|
379
|
+
</div>
|
|
380
|
+
|
|
381
|
+
<!-- Balance -->
|
|
382
|
+
<div class="item-data-row">
|
|
383
|
+
<div class="item-data-row__left">
|
|
384
|
+
<div class="item-data-row__request-type">post</div>
|
|
385
|
+
</div>
|
|
386
|
+
<div class="item-data-row__center">
|
|
387
|
+
<div class="item-data-row__nicename">Balance</div>
|
|
388
|
+
<div class="item-data-row__endpoint">/accounts/balance/get</div>
|
|
389
|
+
<div class="item-data-row__description">Check balances in real time to prevent non-sufficient funds fees.</div>
|
|
390
|
+
</div>
|
|
391
|
+
<div class="item-data-row__right">
|
|
392
|
+
<button id="get-balance-btn" class="button button--is-small button--is-default button--is-full-width">Send request</button>
|
|
393
|
+
</div>
|
|
394
|
+
<div class="item-data-row__response">
|
|
395
|
+
<table><tbody id="get-balance-data"></tbody></table>
|
|
396
|
+
</div>
|
|
397
|
+
</div>
|
|
398
|
+
|
|
399
|
+
<!-- Assets (hidden unless 'assets' is included in the product list) -->
|
|
400
|
+
<div id='assets' class="item-data-row" style='display:none;'>
|
|
401
|
+
<div class="item-data-row__left">
|
|
402
|
+
<div class="item-data-row__request-type">post</div>
|
|
403
|
+
</div>
|
|
404
|
+
<div class="item-data-row__center">
|
|
405
|
+
<div class="item-data-row__nicename">Assets</div>
|
|
406
|
+
<div class="item-data-row__endpoint">/asset_report/*</div>
|
|
407
|
+
<div class="item-data-row__description">Create a point-in-time snapshot of a user's assets.</div>
|
|
408
|
+
</div>
|
|
409
|
+
|
|
410
|
+
<div class="item-data-row__right">
|
|
411
|
+
<button id="get-assets-btn" class="button button--is-small button--is-default button--is-full-width">Send request</button>
|
|
412
|
+
|
|
413
|
+
<a id="download-assets-pdf-btn" class="button button--is-small button--is-primary button--is-full-width" style="display: none; margin: 10px 0px;";>Download as PDF</a>
|
|
414
|
+
</div>
|
|
415
|
+
|
|
416
|
+
<div class="item-data-row__response">
|
|
417
|
+
<table><tbody id="get-assets-data"></tbody></table>
|
|
418
|
+
</div>
|
|
419
|
+
</div>
|
|
420
|
+
|
|
421
|
+
<!-- Holdings -->
|
|
422
|
+
<div class="item-data-row">
|
|
423
|
+
<div class="item-data-row__left">
|
|
424
|
+
<div class="item-data-row__request-type">post</div>
|
|
425
|
+
</div>
|
|
426
|
+
<div class="item-data-row__center">
|
|
427
|
+
<div class="item-data-row__nicename">Holdings</div>
|
|
428
|
+
<div class="item-data-row__endpoint">/investments/holdings/get</div>
|
|
429
|
+
<div class="item-data-row__description">Retrieve investment holdings on file with the bank, brokerage, or investment institution. Analyze over-exposure to market segments.</div>
|
|
430
|
+
</div>
|
|
431
|
+
<div class="item-data-row__right">
|
|
432
|
+
<button id="get-holdings-btn" class="button button--is-small button--is-default button--is-full-width">Send request</button>
|
|
433
|
+
</div>
|
|
434
|
+
<div class="item-data-row__response">
|
|
435
|
+
<table><tbody id="get-holdings-data"></tbody></table>
|
|
436
|
+
</div>
|
|
437
|
+
</div>
|
|
438
|
+
|
|
439
|
+
<!-- Investment Transactions -->
|
|
440
|
+
<div class="item-data-row">
|
|
441
|
+
<div class="item-data-row__left">
|
|
442
|
+
<div class="item-data-row__request-type">post</div>
|
|
443
|
+
</div>
|
|
444
|
+
<div class="item-data-row__center">
|
|
445
|
+
<div class="item-data-row__nicename">Investment Transactions</div>
|
|
446
|
+
<div class="item-data-row__endpoint">/investments/transactions/get</div>
|
|
447
|
+
<div class="item-data-row__description">Retrieve investment transactions to analyze cash flow and trading performance.</div>
|
|
448
|
+
</div>
|
|
449
|
+
<div class="item-data-row__right">
|
|
450
|
+
<button id="get-investment-transactions-btn" class="button button--is-small button--is-default button--is-full-width">Send request</button>
|
|
451
|
+
</div>
|
|
452
|
+
<div class="item-data-row__response">
|
|
453
|
+
<table><tbody id="get-investment-transactions-data"></tbody></table>
|
|
454
|
+
</div>
|
|
455
|
+
</div>
|
|
456
|
+
|
|
457
|
+
<!-- UK Payment Initiation (hidden unless 'payment_initiation' is included in the product list) -->
|
|
458
|
+
<div class="payment_initiation item-data-row" style='display:none;'>
|
|
459
|
+
<div class="item-data-row__left">
|
|
460
|
+
<div class="item-data-row__request-type">post</div>
|
|
461
|
+
</div>
|
|
462
|
+
<div class="item-data-row__center">
|
|
463
|
+
<div class="item-data-row__nicename">Payment Initiation</div>
|
|
464
|
+
<div class="item-data-row__endpoint">/payment_initiation/payment/get</div>
|
|
465
|
+
<div class="item-data-row__description">Retrieve payment initiation status for the payment you just initiated.</div>
|
|
466
|
+
</div>
|
|
467
|
+
|
|
468
|
+
<div class="item-data-row__right">
|
|
469
|
+
<button id="get-payment-btn" class="button button--is-small button--is-default button--is-full-width">Send request</button>
|
|
470
|
+
</div>
|
|
471
|
+
|
|
472
|
+
<div class="item-data-row__response">
|
|
473
|
+
<table><tbody id="get-payment-data"></tbody></table>
|
|
474
|
+
</div>
|
|
475
|
+
</div>
|
|
476
|
+
|
|
477
|
+
</div>
|
|
478
|
+
|
|
479
|
+
<div class="box">
|
|
480
|
+
<h3 class="box__heading">Item management</h3>
|
|
481
|
+
|
|
482
|
+
<div class="item-data-row">
|
|
483
|
+
<div class="item-data-row__left">
|
|
484
|
+
<div class="item-data-row__request-type">post</div>
|
|
485
|
+
</div>
|
|
486
|
+
<div class="item-data-row__center">
|
|
487
|
+
<div class="item-data-row__endpoint">/item/get</div>
|
|
488
|
+
<div class="item-data-row__description">Retrieve information about an Item, like the institution, billed products, available products, and webhook information.</div>
|
|
489
|
+
</div>
|
|
490
|
+
|
|
491
|
+
<div class="item-data-row__right">
|
|
492
|
+
<button id="get-item-btn" class="button button--is-small button--is-default button--is-full-width">Send request</button>
|
|
493
|
+
</div>
|
|
494
|
+
|
|
495
|
+
<div class="item-data-row__response">
|
|
496
|
+
<table><tbody id="get-item-data"></tbody></table>
|
|
497
|
+
</div>
|
|
498
|
+
</div>
|
|
499
|
+
|
|
500
|
+
<div class="item-data-row">
|
|
501
|
+
<div class="item-data-row__left">
|
|
502
|
+
<div class="item-data-row__request-type">post</div>
|
|
503
|
+
</div>
|
|
504
|
+
<div class="item-data-row__center">
|
|
505
|
+
<div class="item-data-row__endpoint">/accounts/get</div>
|
|
506
|
+
<div class="item-data-row__description">Retrieve high-level information about all accounts associated with an Item.</div>
|
|
507
|
+
</div>
|
|
508
|
+
|
|
509
|
+
<div class="item-data-row__right">
|
|
510
|
+
<button id="get-accounts-btn" class="button button--is-small button--is-default button--is-full-width">Send request</button>
|
|
511
|
+
</div>
|
|
512
|
+
|
|
513
|
+
<div class="item-data-row__response">
|
|
514
|
+
<table><tbody id="get-accounts-data"></tbody></table>
|
|
515
|
+
</div>
|
|
516
|
+
</div>
|
|
517
|
+
</div>
|
|
518
|
+
</div>
|
|
519
|
+
</div>
|
|
520
|
+
</div>
|
|
521
|
+
</main>
|
|
522
|
+
|
|
523
|
+
<script src="https://cdnjs.cloudflare.com/ajax/libs/jquery/2.2.3/jquery.min.js"></script>
|
|
524
|
+
<script src="https://cdn.plaid.com/link/v2/stable/link-initialize.js"></script>
|
|
525
|
+
<script>
|
|
526
|
+
function render_page($, page_info) {
|
|
527
|
+
// Handles redirect from the oauth response page for the oauth flow.
|
|
528
|
+
if (document.referrer != null && document.referrer.includes('http://localhost:8000/oauth-response.html') && page_info.item_id != null && page_info.item_id.length > 0) {
|
|
529
|
+
$('#container').fadeOut('fast', function() {
|
|
530
|
+
$('#item_id').text(page_info.item_id);
|
|
531
|
+
$('#access_token').text(page_info.access_token);
|
|
532
|
+
$('#intro').hide();
|
|
533
|
+
$('#app, #steps').fadeIn('slow');
|
|
534
|
+
});
|
|
535
|
+
}
|
|
536
|
+
|
|
537
|
+
var products = page_info.products;
|
|
538
|
+
if (products.includes('assets')) {
|
|
539
|
+
$('#assets').show();
|
|
540
|
+
}
|
|
541
|
+
// This functionality is only relevant for the UK Payment Initiation product.
|
|
542
|
+
if (products.includes('payment_initiation')) {
|
|
543
|
+
$('.payment_initiation').show();
|
|
544
|
+
$.post('/api/create_link_token_for_payment', {}, function(data) {
|
|
545
|
+
if (data.error != null) {
|
|
546
|
+
$('.loading-indicator').hide();
|
|
547
|
+
displayError($('#container'), data.error);
|
|
548
|
+
return;
|
|
549
|
+
}
|
|
550
|
+
localStorage.setItem('link_token', data.link_token);
|
|
551
|
+
// In the case of payment_initiation product, we need to wait for a
|
|
552
|
+
// link token configured with payment initiation to be generated before
|
|
553
|
+
// the Link handler can be initialized.
|
|
554
|
+
handler = Plaid.create({
|
|
555
|
+
token: data.link_token,
|
|
556
|
+
onSuccess: function(public_token) {
|
|
557
|
+
// This public token exchange step is not relevant for the
|
|
558
|
+
// payment_initiation product and should be skipped.
|
|
559
|
+
$.post('/api/set_access_token', {
|
|
560
|
+
public_token: public_token
|
|
561
|
+
}, function(data) {
|
|
562
|
+
$('#container').fadeOut('fast', function() {
|
|
563
|
+
$('#item_id').text(data.item_id);
|
|
564
|
+
$('#access_token').text(data.access_token);
|
|
565
|
+
$('#intro').hide();
|
|
566
|
+
$('#app, #steps').fadeIn('slow');
|
|
567
|
+
});
|
|
568
|
+
});
|
|
569
|
+
},
|
|
570
|
+
});
|
|
571
|
+
$('#link-btn').attr('disabled', false);
|
|
572
|
+
$('.loading-indicator').hide();
|
|
573
|
+
});
|
|
574
|
+
} else {
|
|
575
|
+
var handler = null;
|
|
576
|
+
$.post('/api/create_link_token', {}, function(data){
|
|
577
|
+
if (data.error != null) {
|
|
578
|
+
$('.loading-indicator').hide();
|
|
579
|
+
displayError($('#container'), data.error);
|
|
580
|
+
return;
|
|
581
|
+
}
|
|
582
|
+
localStorage.setItem('link_token', data.link_token);
|
|
583
|
+
handler = Plaid.create({
|
|
584
|
+
token: data.link_token,
|
|
585
|
+
onSuccess: function(public_token) {
|
|
586
|
+
$.post('/api/set_access_token', {
|
|
587
|
+
public_token: public_token
|
|
588
|
+
}, function(data) {
|
|
589
|
+
$('#container').fadeOut('fast', function() {
|
|
590
|
+
$('#item_id').text(data.item_id);
|
|
591
|
+
$('#access_token').text(data.access_token);
|
|
592
|
+
$('#intro').hide();
|
|
593
|
+
$('#app, #steps').fadeIn('slow');
|
|
594
|
+
});
|
|
595
|
+
});
|
|
596
|
+
},
|
|
597
|
+
});
|
|
598
|
+
$('#link-btn').attr('disabled', false);
|
|
599
|
+
$('.loading-indicator').hide();
|
|
600
|
+
});
|
|
601
|
+
}
|
|
602
|
+
|
|
603
|
+
var accessToken = qs('access_token');
|
|
604
|
+
if (accessToken != null && accessToken !== '') {
|
|
605
|
+
$.post('/api/set_access_token', {
|
|
606
|
+
access_token: accessToken
|
|
607
|
+
}, function(data) {
|
|
608
|
+
$('#container').fadeOut('fast', function() {
|
|
609
|
+
$('#item_id').text(data.item_id);
|
|
610
|
+
$('#access_token').text(accessToken);
|
|
611
|
+
$('#intro').hide();
|
|
612
|
+
$('#app, #steps').fadeIn('slow');
|
|
613
|
+
});
|
|
614
|
+
});
|
|
615
|
+
}
|
|
616
|
+
|
|
617
|
+
$('#link-btn').on('click', function(e) {
|
|
618
|
+
if (handler != null) {
|
|
619
|
+
handler.open();
|
|
620
|
+
}
|
|
621
|
+
});
|
|
622
|
+
|
|
623
|
+
$('#get-accounts-btn').on('click', function(e) {
|
|
624
|
+
$.get('/api/accounts', function(data) {
|
|
625
|
+
|
|
626
|
+
$('#get-accounts-data').slideUp(function() {
|
|
627
|
+
if (data.error != null) {
|
|
628
|
+
displayError(this, data.error);
|
|
629
|
+
return;
|
|
630
|
+
}
|
|
631
|
+
var html = '<tr><td><strong>Name</strong></td><td><strong>Balances</strong></td><td><strong>Subtype</strong></td><td><strong>Mask</strong></td></tr>';
|
|
632
|
+
data.accounts.forEach(function(account, idx) {
|
|
633
|
+
html += '<tr>';
|
|
634
|
+
html += '<td>' + account.name + '</td>';
|
|
635
|
+
html += '<td>$' + (account.balances.available != null ? account.balances.available : account.balances.current) + '</td>';
|
|
636
|
+
html += '<td>' + account.subtype + '</td>';
|
|
637
|
+
html += '<td>' + account.mask + '</td>';
|
|
638
|
+
html += '</tr>';
|
|
639
|
+
});
|
|
640
|
+
|
|
641
|
+
$(this).html(html).slideDown();
|
|
642
|
+
});
|
|
643
|
+
});
|
|
644
|
+
});
|
|
645
|
+
|
|
646
|
+
$('#get-auth-btn').on('click', function(e) {
|
|
647
|
+
$.get('/api/auth', function(data) {
|
|
648
|
+
$('#get-auth-data').slideUp(function() {
|
|
649
|
+
if (data.error != null) {
|
|
650
|
+
displayError(this, data.error);
|
|
651
|
+
return;
|
|
652
|
+
}
|
|
653
|
+
var isAch = data.numbers.ach.length > 0;
|
|
654
|
+
var routingLabel = isAch ? 'Routing #' : 'Institution and Branch #';
|
|
655
|
+
|
|
656
|
+
var html = '<tr><td><strong>Name</strong></td><td><strong>Balance</strong></td><td><strong>Account #</strong></td><td><strong>'+ routingLabel +'</strong></td></tr>';
|
|
657
|
+
if (isAch) {
|
|
658
|
+
data.numbers.ach.forEach(function(achNumbers, idx) {
|
|
659
|
+
// Find the account associated with this set of account and routing numbers
|
|
660
|
+
var account = data.accounts.filter(function(a) {
|
|
661
|
+
return a.account_id === achNumbers.account_id;
|
|
662
|
+
})[0];
|
|
663
|
+
html += '<tr>';
|
|
664
|
+
html += '<td>' + account.name + '</td>';
|
|
665
|
+
html += '<td>$' + (account.balances.available != null ? account.balances.available : account.balances.current) + '</td>';
|
|
666
|
+
html += '<td>' + achNumbers.account + '</td>';
|
|
667
|
+
html += '<td>' + achNumbers.routing + '</td>';
|
|
668
|
+
html += '</tr>';
|
|
669
|
+
});
|
|
670
|
+
} else {
|
|
671
|
+
data.numbers.eft.forEach(function(eftNumber, idx) {
|
|
672
|
+
// Find the account associated with this set of account and routing numbers
|
|
673
|
+
var account = data.accounts.filter(function(a) {
|
|
674
|
+
return a.account_id === eftNumber.account_id;
|
|
675
|
+
})[0];
|
|
676
|
+
html += '<tr>';
|
|
677
|
+
html += '<td>' + account.name + '</td>';
|
|
678
|
+
html += '<td>$' + (account.balances.available != null ? account.balances.available : account.balances.current) + '</td>';
|
|
679
|
+
html += '<td>' + eftNumber.account + '</td>';
|
|
680
|
+
html += '<td>' + eftNumber.institution + ' ' + eftNumber.branch + '</td>';
|
|
681
|
+
html += '</tr>';
|
|
682
|
+
});
|
|
683
|
+
}
|
|
684
|
+
$(this).html(html).slideDown();
|
|
685
|
+
});
|
|
686
|
+
});
|
|
687
|
+
});
|
|
688
|
+
|
|
689
|
+
$('#get-identity-btn').on('click', function(e) {
|
|
690
|
+
$.get('/api/identity', function(data) {
|
|
691
|
+
$('#get-identity-data').slideUp(function() {
|
|
692
|
+
if (data.error != null) {
|
|
693
|
+
displayError(this, data.error);
|
|
694
|
+
return;
|
|
695
|
+
}
|
|
696
|
+
var html = '<tr class="response-row response-row--is-identity"><td><strong>Names</strong></td><td><strong>Emails</strong></td><td><strong>Phone numbers</strong></td><td><strong>Addresses</strong></td></tr><tr class="response-row response-row--is-identity">';
|
|
697
|
+
var identityData = data.identity[0];
|
|
698
|
+
var html = '<tr class="response-row response-row--is-identity"><td><strong>Names</strong></td><td><strong>Emails</strong></td><td><strong>Phone numbers</strong></td><td><strong>Addresses</strong></td></tr><tr class="response-row response-row--is-identity">';
|
|
699
|
+
|
|
700
|
+
identityData.owners.forEach(function(owner, idx) {
|
|
701
|
+
html += '<td>';
|
|
702
|
+
owner.names.forEach(function(name, idx) {
|
|
703
|
+
html += name + '<br />';
|
|
704
|
+
});
|
|
705
|
+
html += '</td><td>';
|
|
706
|
+
owner.emails.forEach(function(email, idx) {
|
|
707
|
+
html += email.data + '<br />';
|
|
708
|
+
});
|
|
709
|
+
html += '</td><td>';
|
|
710
|
+
owner.phone_numbers.forEach(function(number, idx) {
|
|
711
|
+
html += number.data + '<br />';
|
|
712
|
+
});
|
|
713
|
+
html += '</td><td>';
|
|
714
|
+
owner.addresses.forEach(function(address, idx) {
|
|
715
|
+
html += address.data.street + '<br />';
|
|
716
|
+
html += address.data.city + ', ' + address.data.region + ' ' + address.data.postal_code + '<br />';
|
|
717
|
+
});
|
|
718
|
+
html += '</td>';
|
|
719
|
+
html += '</tr>';
|
|
720
|
+
|
|
721
|
+
});
|
|
722
|
+
|
|
723
|
+
$(this).html(html).slideDown();
|
|
724
|
+
});
|
|
725
|
+
});
|
|
726
|
+
});
|
|
727
|
+
|
|
728
|
+
$('#get-item-btn').on('click', function(e) {
|
|
729
|
+
$.get('/api/item', function(data) {
|
|
730
|
+
$('#get-item-data').slideUp(function() {
|
|
731
|
+
if (data.error != null) {
|
|
732
|
+
displayError(this, data.error);
|
|
733
|
+
return;
|
|
734
|
+
}
|
|
735
|
+
var html = '';
|
|
736
|
+
html += '<tr><td>Institution name</td><td>' + data.institution.name + '</td></tr>';
|
|
737
|
+
html += '<tr><td>Billed products</td><td>' + data.item.billed_products.join(', ') + '</td></tr>';
|
|
738
|
+
html += '<tr><td>Available products</td><td>' + data.item.available_products.join(', ') + '</td></tr>';
|
|
739
|
+
|
|
740
|
+
$(this).html(html).slideDown();
|
|
741
|
+
});
|
|
742
|
+
});
|
|
743
|
+
});
|
|
744
|
+
|
|
745
|
+
$('#get-transactions-btn').on('click', function(e) {
|
|
746
|
+
$.get('/api/transactions', function(data) {
|
|
747
|
+
if (data.error != null && data.error.error_code != null) {
|
|
748
|
+
// Format the error
|
|
749
|
+
var errorHtml = '<div class="inner"><p>' +
|
|
750
|
+
'<strong>' + data.error.error_code + ':</strong> ' +
|
|
751
|
+
(data.error.display_message == null ? data.error.error_message : data.error.display_message) + '</p></div>';
|
|
752
|
+
|
|
753
|
+
if (data.error.error_code === 'PRODUCT_NOT_READY') {
|
|
754
|
+
// Add additional context for `PRODUCT_NOT_READY` errors
|
|
755
|
+
errorHtml += '<div class="inner"><p>Note: The PRODUCT_NOT_READY ' +
|
|
756
|
+
'error is returned when a request to retrieve Transaction data ' +
|
|
757
|
+
'is made before Plaid finishes the <a href="https://plaid.com/' +
|
|
758
|
+
'docs/quickstart/#transaction-data-with-webhooks">initial ' +
|
|
759
|
+
'transaction pull.</a></p></div>';
|
|
760
|
+
}
|
|
761
|
+
// Render the error
|
|
762
|
+
$('#get-transactions-data').slideUp(function() {
|
|
763
|
+
$(this).slideUp(function() {
|
|
764
|
+
$(this).html(errorHtml).slideDown();
|
|
765
|
+
});
|
|
766
|
+
});
|
|
767
|
+
return;
|
|
768
|
+
}
|
|
769
|
+
$('#get-transactions-data').slideUp(function () {
|
|
770
|
+
var html = '<tr><td><strong>Name</strong></td><td><strong>Amount</strong></td><td><strong>Date</strong></td></tr>';
|
|
771
|
+
data.transactions.forEach(function (txn, idx) {
|
|
772
|
+
html += '<tr>';
|
|
773
|
+
html += '<td>' + txn.name + '</td>';
|
|
774
|
+
html += '<td>$' + txn.amount + '</td>';
|
|
775
|
+
html += '<td>' + txn.date + '</td>';
|
|
776
|
+
html += '</tr>';
|
|
777
|
+
});
|
|
778
|
+
|
|
779
|
+
$(this).slideUp(function () {
|
|
780
|
+
$(this).html(html).slideDown();
|
|
781
|
+
});
|
|
782
|
+
});
|
|
783
|
+
});
|
|
784
|
+
});
|
|
785
|
+
|
|
786
|
+
$('#get-balance-btn').on('click', function(e) {
|
|
787
|
+
$.get('/api/balance', function(data) {
|
|
788
|
+
$('#get-balance-data').slideUp(function() {
|
|
789
|
+
if (data.error != null) {
|
|
790
|
+
displayError(this, data.error);
|
|
791
|
+
return;
|
|
792
|
+
}
|
|
793
|
+
var html = '<tr><td><strong>Name</strong></td><td><strong>Balance</strong></td><td><strong>Subtype</strong></td><td><strong>Mask</strong></td></tr>';
|
|
794
|
+
data.accounts.forEach(function(account, idx) {
|
|
795
|
+
html += '<tr>';
|
|
796
|
+
html += '<td>' + account.name + '</td>';
|
|
797
|
+
html += '<td>$' + (account.balances.available != null ? account.balances.available : account.balances.current) + '</td>'
|
|
798
|
+
html += '<td>' + account.subtype + '</td>';
|
|
799
|
+
html += '<td>' + account.mask + '</td>';
|
|
800
|
+
html += '</tr>';
|
|
801
|
+
});
|
|
802
|
+
|
|
803
|
+
$(this).html(html).slideDown();
|
|
804
|
+
});
|
|
805
|
+
});
|
|
806
|
+
});
|
|
807
|
+
|
|
808
|
+
$('#get-holdings-btn').on('click', function(e) {
|
|
809
|
+
$.get('/api/holdings', function(data) {
|
|
810
|
+
$('#get-holdings-data').slideUp(function() {
|
|
811
|
+
if (data.error != null) {
|
|
812
|
+
displayError(this, data.error);
|
|
813
|
+
return;
|
|
814
|
+
}
|
|
815
|
+
// Organize by Account
|
|
816
|
+
var holdingsData = data.holdings.holdings.sort(function(a, b) {
|
|
817
|
+
if (a.account_id > b.account_id) return 1;
|
|
818
|
+
return -1;
|
|
819
|
+
});
|
|
820
|
+
var html = '<tr class="response-row response-row--is-holdings"></tr><td><strong>Account Mask</strong></td><td><strong>Name</strong></td><td><strong>Quantity</strong></td><td><strong>Close Price</strong></td><td><strong>Value</strong></td><tr class="response-row response-row--is-holding">';
|
|
821
|
+
holdingsData.forEach(function(h, idx) {
|
|
822
|
+
const account = data.holdings.accounts.filter(a => a.account_id === h.account_id)[0];
|
|
823
|
+
const security = data.holdings.securities.filter(s => s.security_id === h.security_id)[0];
|
|
824
|
+
if (account == null) {
|
|
825
|
+
displayError(this, {
|
|
826
|
+
code: 500,
|
|
827
|
+
type: 'Internal',
|
|
828
|
+
display_message: 'Holding lacks a account',
|
|
829
|
+
});
|
|
830
|
+
}
|
|
831
|
+
if (security == null) {
|
|
832
|
+
displayError(this, {
|
|
833
|
+
code: 500,
|
|
834
|
+
type: 'Internal',
|
|
835
|
+
display_message: 'Holding lacks a security',
|
|
836
|
+
});
|
|
837
|
+
}
|
|
838
|
+
html += '<tr>';
|
|
839
|
+
html += '<td>' + account.mask + '</td>';
|
|
840
|
+
html += '<td>' + security.name + '</td>';
|
|
841
|
+
html += '<td>' + h.quantity + '</td>';
|
|
842
|
+
html += '<td>$' + security.close_price + '</td>';
|
|
843
|
+
html += '<td>$' + h.quantity * security.close_price + '</td>';
|
|
844
|
+
html += '</tr>';
|
|
845
|
+
});
|
|
846
|
+
$(this).html(html).slideDown();
|
|
847
|
+
});
|
|
848
|
+
});
|
|
849
|
+
});
|
|
850
|
+
|
|
851
|
+
$('#get-investment-transactions-btn').on('click', function(e) {
|
|
852
|
+
$.get('/api/investment_transactions', function(data) {
|
|
853
|
+
$('#get-investment-transactions-data').slideUp(function() {
|
|
854
|
+
if (data.error != null) {
|
|
855
|
+
displayError(this, data.error);
|
|
856
|
+
return;
|
|
857
|
+
}
|
|
858
|
+
investmentTransactionData = data.investment_transactions.investment_transactions;
|
|
859
|
+
var html = '<tr class="response-row response-row--is-investment-transactions"></tr><td><strong>Name</strong></td><td><strong>Amount</strong></td><td><strong>Date</strong></td><tr class="response-row response-row--is-investment-transaction">';
|
|
860
|
+
investmentTransactionData.forEach(function(invTxn, idx) {
|
|
861
|
+
html += '<tr>';
|
|
862
|
+
html += '<td>' + invTxn.name + '</td>';
|
|
863
|
+
html += '<td>$' + invTxn.amount + '</td>';
|
|
864
|
+
html += '<td>' + invTxn.date + '</td>';
|
|
865
|
+
html += '</tr>';
|
|
866
|
+
});
|
|
867
|
+
$(this).html(html).slideDown();
|
|
868
|
+
});
|
|
869
|
+
});
|
|
870
|
+
});
|
|
871
|
+
|
|
872
|
+
$('#get-assets-btn').on('click', function(e) {
|
|
873
|
+
$.get('/api/assets', function(data) {
|
|
874
|
+
$('#get-assets-data').slideUp(function() {
|
|
875
|
+
if (data.error != null) {
|
|
876
|
+
displayError(this, data.error);
|
|
877
|
+
return;
|
|
878
|
+
}
|
|
879
|
+
var reportData = data.json;
|
|
880
|
+
var html = `
|
|
881
|
+
<tr>
|
|
882
|
+
<td><strong>Account</strong></td>
|
|
883
|
+
<td><strong>Balance</strong></td>
|
|
884
|
+
<td><strong># Transactions</strong></td>
|
|
885
|
+
<td><strong># Days Available</strong></td>
|
|
886
|
+
</tr>`;
|
|
887
|
+
reportData.items.forEach(function(item, itemIdx) {
|
|
888
|
+
item.accounts.forEach(function(account, accountIdx) {
|
|
889
|
+
html += '<tr>';
|
|
890
|
+
html += '<td>' + account.name + '</td>';
|
|
891
|
+
html += '<td>$' + account.balances.current + '</td>'
|
|
892
|
+
html += '<td>' + account.transactions.length + '</td>';
|
|
893
|
+
html += '<td>' + account.days_available + '</td>';
|
|
894
|
+
html += '</tr>';
|
|
895
|
+
});
|
|
896
|
+
});
|
|
897
|
+
|
|
898
|
+
$('#download-assets-pdf-btn')
|
|
899
|
+
.attr('href', `data:application/pdf;base64,${data.pdf}`)
|
|
900
|
+
.attr('download', 'Asset Report.pdf')
|
|
901
|
+
.show();
|
|
902
|
+
|
|
903
|
+
$(this).html(html).slideDown();
|
|
904
|
+
});
|
|
905
|
+
});
|
|
906
|
+
});
|
|
907
|
+
|
|
908
|
+
// This functionality is only relevant for the UK Payment Initiation product.
|
|
909
|
+
$('#get-payment-btn').on('click', function(e) {
|
|
910
|
+
$.get('/api/payment', function(data) {
|
|
911
|
+
$('#get-payment-data').slideUp(function() {
|
|
912
|
+
if (data.error != null) {
|
|
913
|
+
displayError(this, data.error);
|
|
914
|
+
return;
|
|
915
|
+
}
|
|
916
|
+
var paymentData = data.payment;
|
|
917
|
+
var html = '';
|
|
918
|
+
html += '<tr><td>Payment ID</td><td>' + paymentData.payment_id + '</td></tr>';
|
|
919
|
+
html += '<tr><td>Amount</td><td>' + (paymentData.amount.currency + ' ' + paymentData.amount.value) + '</td></tr>';
|
|
920
|
+
html += '<tr><td>Status</td><td>' + paymentData.status + '</td></tr>';
|
|
921
|
+
html += '<tr><td>Last Status Update</td><td>' + paymentData.last_status_update + '</td></tr>';
|
|
922
|
+
html += '<tr><td>Recipient ID</td><td>' + paymentData.recipient_id + '</td></tr>';
|
|
923
|
+
$(this).html(html).slideDown();
|
|
924
|
+
});
|
|
925
|
+
});
|
|
926
|
+
});
|
|
927
|
+
}
|
|
928
|
+
$.post('/api/info', {}, function(result) {
|
|
929
|
+
render_page(jQuery, result);
|
|
930
|
+
});
|
|
931
|
+
|
|
932
|
+
function qs(key) {
|
|
933
|
+
key = key.replace(/[*+?^$.\[\]{}()|\\\/]/g, "\\$&"); // escape RegEx meta chars
|
|
934
|
+
var match = location.search.match(new RegExp("[?&]"+key+"=([^&]+)(&|$)"));
|
|
935
|
+
return match && decodeURIComponent(match[1].replace(/\+/g, " "));
|
|
936
|
+
}
|
|
937
|
+
|
|
938
|
+
function displayError(element, error) {
|
|
939
|
+
var html = `
|
|
940
|
+
<div class="alert alert-danger">
|
|
941
|
+
<p><strong>Error Code:</strong> ${error.error_code}</p>
|
|
942
|
+
<p><strong>Error Type:</strong> ${error.error_type}</p>
|
|
943
|
+
<p><strong>Error Message:</strong> ${error.display_message == null ? error.error_message : error.display_message}</p>
|
|
944
|
+
<div>Check out our <a href="https://plaid.com/docs/#errors-overview">errors documentation</a> for more information.</div>
|
|
945
|
+
</div>`;
|
|
946
|
+
$(element).html(html).slideDown();
|
|
947
|
+
}
|
|
948
|
+
</script>
|
|
949
|
+
</body>
|
|
950
|
+
</html>
|