@@ -6,9 +6,16 @@ import (
66 "github.com/pkg/errors"
77 "github.com/plaid/plaid-go/plaid"
88 "github.com/sirupsen/logrus"
9+ "strings"
10+ "time"
911)
1012
1113type Client interface {
14+ GetAccounts (ctx context.Context , accessToken string , options plaid.GetAccountsOptions ) ([]plaid.Account , error )
15+ GetAllTransactions (ctx context.Context , accessToken string , start , end time.Time , accountIds []string ) ([]plaid.Transaction , error )
16+ GetAllInstitutions (ctx context.Context , countryCodes []string , options plaid.GetInstitutionsOptions ) ([]plaid.Institution , error )
17+ GetInstitutions (ctx context.Context , count , offset int , countryCodes []string , options plaid.GetInstitutionsOptions ) (total int , _ []plaid.Institution , _ error )
18+ GetInstitution (ctx context.Context , institutionId string , includeMetadata bool , countryCodes []string ) (* plaid.Institution , error )
1219 GetWebhookVerificationKey (ctx context.Context , keyId string ) (plaid.GetWebhookVerificationKeyResponse , error )
1320 Close () error
1421}
@@ -36,8 +43,183 @@ type plaidClient struct {
3643 client * plaid.Client
3744}
3845
46+ func (p * plaidClient ) GetAccounts (ctx context.Context , accessToken string , options plaid.GetAccountsOptions ) ([]plaid.Account , error ) {
47+ span := sentry .StartSpan (ctx , "Plaid - GetAccounts" )
48+ defer span .Finish ()
49+ if span .Data == nil {
50+ span .Data = map [string ]interface {}{}
51+ }
52+ span .Data ["options" ] = options
53+
54+ result , err := p .client .GetAccountsWithOptions (accessToken , options )
55+ span .Data ["plaidRequestId" ] = result .RequestID
56+ if err != nil {
57+ span .Status = sentry .SpanStatusInternalError
58+ return nil , errors .Wrap (err , "failed to retrieve plaid accounts" )
59+ }
60+
61+ return result .Accounts , nil
62+ }
63+
64+ func (p * plaidClient ) GetAllTransactions (ctx context.Context , accessToken string , start , end time.Time , accountIds []string ) ([]plaid.Transaction , error ) {
65+ span := sentry .StartSpan (ctx , "Plaid - GetAllTransactions" )
66+ defer span .Finish ()
67+ if span .Data == nil {
68+ span .Data = map [string ]interface {}{}
69+ }
70+
71+ span .Data ["start" ] = start
72+ span .Data ["end" ] = start
73+ if len (accountIds ) > 0 {
74+ span .Data ["accountIds" ] = accountIds
75+ }
76+
77+ perPage := 100
78+
79+ options := plaid.GetTransactionsOptions {
80+ StartDate : start .Format ("2006-01-02" ),
81+ EndDate : end .Format ("2006-01-02" ),
82+ AccountIDs : accountIds ,
83+ Count : perPage ,
84+ Offset : 0 ,
85+ }
86+
87+ transactions := make ([]plaid.Transaction , 0 )
88+ for {
89+ options .Offset = len (transactions )
90+ total , items , err := p .GetTransactions (span .Context (), accessToken , options )
91+ if err != nil {
92+ return nil , err
93+ }
94+
95+ transactions = append (transactions , items ... )
96+
97+ if len (items ) < perPage {
98+ break
99+ }
100+
101+ if len (transactions ) >= total {
102+ break
103+ }
104+ }
105+
106+ return transactions , nil
107+ }
108+
109+ func (p * plaidClient ) GetTransactions (ctx context.Context , accessToken string , options plaid.GetTransactionsOptions ) (total int , _ []plaid.Transaction , _ error ) {
110+ span := sentry .StartSpan (ctx , "Plaid - GetTransactions" )
111+ defer span .Finish ()
112+ if span .Data == nil {
113+ span .Data = map [string ]interface {}{}
114+ }
115+
116+ span .Data ["options" ] = options
117+
118+ result , err := p .client .GetTransactionsWithOptions (accessToken , options )
119+ span .Data ["plaidRequestId" ] = result .RequestID
120+ if err != nil {
121+ return 0 , nil , errors .Wrap (err , "failed to retrieve plaid transactions" )
122+ }
123+
124+ return result .TotalTransactions , result .Transactions , nil
125+ }
126+
127+ func (p * plaidClient ) GetInstitution (ctx context.Context , institutionId string , includeMetadata bool , countryCodes []string ) (* plaid.Institution , error ) {
128+ span := sentry .StartSpan (ctx , "Plaid - GetInstitution" )
129+ defer span .Finish ()
130+ if span .Data == nil {
131+ span .Data = map [string ]interface {}{}
132+ }
133+
134+ span .Data ["institutionId" ] = institutionId
135+ span .Data ["includeMetadata" ] = includeMetadata
136+ span .Data ["countryCodes" ] = countryCodes
137+
138+ result , err := p .client .GetInstitutionByIDWithOptions (institutionId , countryCodes , plaid.GetInstitutionByIDOptions {
139+ IncludeOptionalMetadata : true ,
140+ IncludePaymentInitiationMetadata : false ,
141+ IncludeStatus : false ,
142+ })
143+ span .Data ["plaidRequestId" ] = result .RequestID
144+ if err != nil {
145+ return nil , errors .Wrap (err , "failed to retrieve plaid institution" )
146+ }
147+
148+ return & result .Institution , nil
149+ }
150+
151+ func (p * plaidClient ) GetAllInstitutions (ctx context.Context , countryCodes []string , options plaid.GetInstitutionsOptions ) ([]plaid.Institution , error ) {
152+ span := sentry .StartSpan (ctx , "Plaid - GetAllInstitutions" )
153+ defer span .Finish ()
154+ if span .Data == nil {
155+ span .Data = map [string ]interface {}{}
156+ }
157+ span .Data ["countryCodes" ] = countryCodes
158+ span .Data ["options" ] = options
159+
160+ perPage := 100
161+ institutions := make ([]plaid.Institution , 0 )
162+ for {
163+ total , items , err := p .GetInstitutions (span .Context (), perPage , len (institutions ), countryCodes , options )
164+ if err != nil {
165+ span .Status = sentry .SpanStatusInternalError
166+ return nil , err
167+ }
168+
169+ institutions = append (institutions , items ... )
170+
171+ // If we received fewer items than we requested, then we have reached the end.
172+ if len (items ) < perPage {
173+ break
174+ }
175+
176+ // If we have received at least what we expect to be the total amount, then we are also done.
177+ if len (institutions ) >= total {
178+ break
179+ }
180+ }
181+
182+ return institutions , nil
183+ }
184+
185+ func (p * plaidClient ) GetInstitutions (ctx context.Context , count , offset int , countryCodes []string , options plaid.GetInstitutionsOptions ) (total int , _ []plaid.Institution , _ error ) {
186+ span := sentry .StartSpan (ctx , "Plaid - GetInstitutions" )
187+ defer span .Finish ()
188+ if span .Data == nil {
189+ span .Data = map [string ]interface {}{}
190+ }
191+
192+ span .Data ["count" ] = count
193+ span .Data ["offset" ] = offset
194+ span .Data ["countryCodes" ] = countryCodes
195+ span .Data ["options" ] = options
196+
197+ log := p .log .WithFields (logrus.Fields {
198+ "count" : count ,
199+ "offset" : offset ,
200+ "countryCodes" : strings .Join (countryCodes , "," ),
201+ })
202+
203+ log .Debug ("retrieving plaid institutions" )
204+
205+ result , err := p .client .GetInstitutionsWithOptions (count , offset , countryCodes , options )
206+ span .Data ["plaidRequestId" ] = result .RequestID
207+ log = log .WithField ("plaidRequestId" , result .RequestID )
208+ if err != nil {
209+ span .Status = sentry .SpanStatusInternalError
210+ log .WithError (err ).Errorf ("failed to retrieve plaid institutions" )
211+ return 0 , nil , errors .Wrap (err , "failed to retrieve plaid institutions" )
212+ }
213+
214+ log .Debugf ("successfully retrieved %d institutions" , len (result .Institutions ))
215+
216+ span .Status = sentry .SpanStatusOK
217+
218+ return result .Total , result .Institutions , nil
219+ }
220+
39221func (p * plaidClient ) GetWebhookVerificationKey (ctx context.Context , keyId string ) (plaid.GetWebhookVerificationKeyResponse , error ) {
40- span := sentry .StartSpan (ctx , "GetWebhookVerificationKey" )
222+ span := sentry .StartSpan (ctx , "Plaid - GetWebhookVerificationKey" )
41223 defer span .Finish ()
42224
43225 result , err := p .client .GetWebhookVerificationKey (keyId )
0 commit comments