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Merge pull request #96 from nprzy/main
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Remove customization from Plaid client code
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dvankley authored Jul 7, 2024
2 parents 1272ed2 + 32687b8 commit 6848eb1
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Showing 19 changed files with 1,156 additions and 518 deletions.
Original file line number Diff line number Diff line change
Expand Up @@ -21,7 +21,6 @@
package net.djvk.fireflyPlaidConnector2.api.firefly.models

import com.fasterxml.jackson.annotation.JsonProperty
import net.djvk.fireflyPlaidConnector2.transactions.SortableTransaction
import java.time.OffsetDateTime
import java.time.ZoneId

Expand Down Expand Up @@ -50,30 +49,3 @@ data class TransactionRead(
val links: ObjectLink

)

// : SortableTransaction {
// override val transactionId: String
// get() = id
//
// override val amount: Double
// get() {
// if (attributes.transactions.size != 1) {
// throw IllegalArgumentException(
// "Cannot resolve transaction id for Transaction with " +
// " ${attributes.transactions.size} splits"
// )
// }
// return attributes.transactions.first().amount.toDouble()
// }
//
// override fun getTimestamp(zoneId: ZoneId): OffsetDateTime {
// if (attributes.transactions.size != 1) {
// throw IllegalArgumentException(
// "Cannot resolve transaction id for Transaction with " +
// " ${attributes.transactions.size} splits"
// )
// }
// return attributes.transactions.first().date
// }
//}

Original file line number Diff line number Diff line change
@@ -1,17 +1,21 @@
package net.djvk.fireflyPlaidConnector2.api.plaid

import io.ktor.client.call.*
import io.ktor.client.HttpClientConfig
import io.ktor.client.engine.HttpClientEngine
import io.ktor.client.plugins.*
import io.ktor.http.*
import kotlinx.coroutines.delay
import net.djvk.fireflyPlaidConnector2.api.plaid.apis.PlaidApi
import net.djvk.fireflyPlaidConnector2.api.plaid.infrastructure.clientIdHeader
import net.djvk.fireflyPlaidConnector2.api.plaid.infrastructure.secretHeader
import org.slf4j.LoggerFactory
import org.springframework.beans.factory.annotation.Value
import org.springframework.stereotype.Component
import kotlin.time.Duration.Companion.minutes

typealias PlaidTransactionId = String

const val clientIdHeader = "PLAID-CLIENT-ID"
const val secretHeader = "PLAID-SECRET"

/**
* A wrapper for Plaid API calls that provides additional services:
* - rate limiting
Expand All @@ -20,14 +24,18 @@ import kotlin.time.Duration.Companion.minutes
*/
@Component
class PlaidApiWrapper(
private val plaidApi: PlaidApi,
@Value("\${fireflyPlaidConnector2.plaid.url}")
private val baseUrl: String,
@Value("\${fireflyPlaidConnector2.plaid.maxRetries:3}")
private val maxRetries: Int,
@Value("\${fireflyPlaidConnector2.plaid.clientId}")
private val plaidClientId: String,
@Value("\${fireflyPlaidConnector2.plaid.secret}")
private val plaidSecret: String,
httpClientEngine: HttpClientEngine? = null,
httpClientConfig: ((HttpClientConfig<*>) -> Unit)? = null,
) {
private val plaidApi = PlaidApi(baseUrl, httpClientEngine, httpClientConfig)
private val logger = LoggerFactory.getLogger(this::class.java)

init {
Expand Down Expand Up @@ -62,4 +70,4 @@ class PlaidApiWrapper(
return executeRequest(request, logString, remainingRetries - 1)
}
}
}
}
Original file line number Diff line number Diff line change
Expand Up @@ -31,7 +31,6 @@ import java.io.File

@Component
open class PlaidApi(
@Value("\${fireflyPlaidConnector2.plaid.url}")
baseUrl: String = ApiClient.BASE_URL,
httpClientEngine: HttpClientEngine? = null,
httpClientConfig: ((HttpClientConfig<*>) -> Unit)? = null,
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -38,20 +38,4 @@ data class PersonalFinanceCategory(
/* A granular category conveying the transaction's intent. This field can also be used as a unique identifier for the category. */
@field:JsonProperty("detailed")
val detailed: kotlin.String
) : kotlin.collections.HashMap<String, kotlin.Any>() {
constructor(enum: PersonalFinanceCategoryEnum) : this(enum.primary.name, enum.name)

fun toEnum(): PersonalFinanceCategoryEnum {
// Special case to handle what I believe is a Plaid bug I saw in the wild
if (primary == PersonalFinanceCategoryEnum.Primary.TRAVEL.name &&
detailed == PersonalFinanceCategoryEnum.TRANSPORTATION_PUBLIC_TRANSIT.name) {
return PersonalFinanceCategoryEnum.TRANSPORTATION_PUBLIC_TRANSIT
}
// Business as usual
return PersonalFinanceCategoryEnum.values().find {
it.primary.name == primary && it.name == detailed
}
?: throw IllegalArgumentException("Failed to convert personal finance category $this to enum")
}
}

) : kotlin.collections.HashMap<String, kotlin.Any>()
Original file line number Diff line number Diff line change
Expand Up @@ -21,16 +21,9 @@
package net.djvk.fireflyPlaidConnector2.api.plaid.models

import com.fasterxml.jackson.annotation.JsonProperty
import net.djvk.fireflyPlaidConnector2.constants.Direction
import net.djvk.fireflyPlaidConnector2.transactions.FireflyAccountId
import net.djvk.fireflyPlaidConnector2.transactions.PlaidAccountId
import net.djvk.fireflyPlaidConnector2.transactions.SortableTransaction
import net.djvk.fireflyPlaidConnector2.transactions.TransactionConverter
import java.time.OffsetDateTime
import java.time.ZoneId

typealias PlaidTransactionId = String

/**
* A representation of a transaction
*
Expand Down Expand Up @@ -94,7 +87,7 @@ data class Transaction(

/* The settled value of the transaction, denominated in the transactions's currency, as stated in `iso_currency_code` or `unofficial_currency_code`. Positive values when money moves out of the account; negative values when money moves in. For example, debit card purchases are positive; credit card payments, direct deposits, and refunds are negative. */
@field:JsonProperty("amount")
override val amount: kotlin.Double,
val amount: kotlin.Double,

/* The ISO-4217 currency code of the transaction. Always `null` if `unofficial_currency_code` is non-null. */
@field:JsonProperty("iso_currency_code")
Expand All @@ -114,7 +107,7 @@ data class Transaction(

/* The unique ID of the transaction. Like all Plaid identifiers, the `transaction_id` is case sensitive. */
@field:JsonProperty("transaction_id")
override val transactionId: PlaidTransactionId,
val transactionId: kotlin.String,

/* The channel used to make a payment. `online:` transactions that took place online. `in store:` transactions that were made at a physical location. `other:` transactions that relate to banks, e.g. fees or deposits. This field replaces the `transaction_type` field. */
@field:JsonProperty("payment_channel")
Expand Down Expand Up @@ -158,7 +151,22 @@ data class Transaction(
*/
@field:JsonProperty("personal_finance_category")
val personalFinanceCategory: PersonalFinanceCategory?
) : SortableTransaction {
) {

/**
* The channel used to make a payment. `online:` transactions that took place online. `in store:` transactions that were made at a physical location. `other:` transactions that relate to banks, e.g. fees or deposits. This field replaces the `transaction_type` field.
*
* Values: online,inStore,other
*/
enum class PaymentChannel(val value: kotlin.String) {
@JsonProperty(value = "online")
online("online"),
@JsonProperty(value = "in store")
inStore("in store"),
@JsonProperty(value = "other")
other("other");
}

/**
* Please use the `payment_channel` field, `transaction_type` will be deprecated in the future. `digital:` transactions that took place online. `place:` transactions that were made at a physical location. `special:` transactions that relate to banks, e.g. fees or deposits. `unresolved:` transactions that do not fit into the other three types.
*
Expand All @@ -174,25 +182,5 @@ data class Transaction(
@JsonProperty(value = "unresolved")
unresolved("unresolved");
}

fun getDirection(): Direction {
return if (amount > 0) {
Direction.OUT
} else {
Direction.IN
}
}

override fun getTimestamp(zoneId: ZoneId): OffsetDateTime {
return datetime
?: authorizedDatetime
?: TransactionConverter.getOffsetDateTimeForDate(zoneId, date)
}

override fun getFireflyAccountId(accountMap: Map<PlaidAccountId, FireflyAccountId>): FireflyAccountId {
return accountMap[accountId]
?: throw IllegalArgumentException("SortableTransaction.getFireflyAccountId can't be called on a Plaid " +
"transaction with an account id that isn't mapped to a Firefly account id")
}
}

Original file line number Diff line number Diff line change
Expand Up @@ -56,5 +56,19 @@ data class TransactionAllOf(

@field:JsonProperty("personal_finance_category")
val personalFinanceCategory: PersonalFinanceCategory? = null
)
) {

/**
* The channel used to make a payment. `online:` transactions that took place online. `in store:` transactions that were made at a physical location. `other:` transactions that relate to banks, e.g. fees or deposits. This field replaces the `transaction_type` field.
*
* Values: online,inStore,other
*/
enum class PaymentChannel(val value: kotlin.String) {
@JsonProperty(value = "online")
online("online"),
@JsonProperty(value = "in store")
inStore("in store"),
@JsonProperty(value = "other")
other("other");
}
}
Original file line number Diff line number Diff line change
Expand Up @@ -33,8 +33,6 @@ class BatchSyncRunner(
private val setInitialBalance: Boolean,
@Value("\${fireflyPlaidConnector2.plaid.batchSize}")
private val plaidBatchSize: Int,
@Value("\${fireflyPlaidConnector2.timeZone}")
private val timeZoneString: String,

private val plaidApiWrapper: PlaidApiWrapper,
private val syncHelper: SyncHelper,
Expand All @@ -44,7 +42,6 @@ class BatchSyncRunner(

) : Runner {
private val logger = LoggerFactory.getLogger(this::class.java)
private val timeZone = TimeZone.getTimeZone(timeZoneString)

override fun run() {
val allPlaidTxs = mutableMapOf<PlaidAccessToken, MutableList<Transaction>>()
Expand Down Expand Up @@ -202,7 +199,7 @@ class BatchSyncRunner(
}

val earliestTimestamp = txs.fold(OffsetDateTime.now()) { acc, tx ->
val ts = tx.getTimestamp(timeZone.toZoneId())
val ts = converter.getTxTimestamp(tx)
if (ts < acc) {
ts
} else {
Expand Down Expand Up @@ -235,4 +232,4 @@ class BatchSyncRunner(
}
}
}
}
}
Original file line number Diff line number Diff line change
Expand Up @@ -6,6 +6,7 @@ import net.djvk.fireflyPlaidConnector2.api.firefly.apis.TransactionsApi
import net.djvk.fireflyPlaidConnector2.api.firefly.models.TransactionRead
import net.djvk.fireflyPlaidConnector2.api.firefly.models.TransactionTypeFilter
import net.djvk.fireflyPlaidConnector2.api.plaid.PlaidApiWrapper
import net.djvk.fireflyPlaidConnector2.api.plaid.PlaidTransactionId
import net.djvk.fireflyPlaidConnector2.api.plaid.models.*
import net.djvk.fireflyPlaidConnector2.transactions.TransactionConverter
import org.slf4j.LoggerFactory
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -18,30 +18,13 @@ data class FireflyTransactionDto(
*/
val id: FireflyTransactionId?,
val tx: TransactionSplit,
) : SortableTransaction {
override val transactionId: String
) {
val transactionId: String
get() = id ?: throw RuntimeException("Can't use a Firefly transaction without an id for sorting")

override val amount: Double
val amount: Double
get() = TransactionConverter.getPlaidAmount(this)

override fun getTimestamp(zoneId: ZoneId): OffsetDateTime {
return tx.date
}

override fun getFireflyAccountId(accountMap: Map<PlaidAccountId, FireflyAccountId>): FireflyAccountId {
return when (tx.type) {
TransactionTypeProperty.deposit -> tx.destinationId?.toInt()
?: throw IllegalArgumentException("SortableTransaction.getFireflyAccountId can't be called on a deposit " +
"with a null destination id")
TransactionTypeProperty.withdrawal -> tx.sourceId?.toInt()
?: throw IllegalArgumentException("SortableTransaction.getFireflyAccountId can't be called on a withdrawal " +
"with a null source id")
else -> throw IllegalArgumentException("SortableTransaction.getFireflyAccountId isn't valid to call on " +
"FireflyTransactionDtos that are not withdrawals or deposits")
}
}

fun toTransactionStore(): TransactionStore {
return TransactionStore(
listOf(tx),
Expand Down
Original file line number Diff line number Diff line change
@@ -1,9 +1,8 @@
package net.djvk.fireflyPlaidConnector2.transactions

import net.djvk.fireflyPlaidConnector2.api.firefly.apis.FireflyExternalId
import net.djvk.fireflyPlaidConnector2.api.firefly.apis.FireflyTransactionId
import net.djvk.fireflyPlaidConnector2.api.firefly.models.TransactionRead
import net.djvk.fireflyPlaidConnector2.api.plaid.models.PlaidTransactionId
import net.djvk.fireflyPlaidConnector2.api.plaid.PlaidTransactionId

class FireflyTransactionExternalIdIndexer(
existingFireflyTxs: List<TransactionRead>,
Expand All @@ -30,8 +29,8 @@ class FireflyTransactionExternalIdIndexer(
}

companion object {
fun getExternalId(txId: PlaidTransactionId): String {
fun getExternalId(txId: String): PlaidTransactionId {
return "plaid-${txId}"
}
}
}
}
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
package net.djvk.fireflyPlaidConnector2.api.plaid.models
package net.djvk.fireflyPlaidConnector2.transactions

import net.djvk.fireflyPlaidConnector2.api.plaid.models.PersonalFinanceCategory
import net.djvk.fireflyPlaidConnector2.constants.Direction

/**
Expand Down Expand Up @@ -152,6 +153,25 @@ enum class PersonalFinanceCategoryEnum(val primary: Primary, val detailed: Detai
RENT_AND_UTILITIES_OTHER_UTILITIES(Primary.RENT_AND_UTILITIES, RentAndUtilitiesDetailed.OTHER_UTILITIES),
OTHER(Primary.OTHER, OtherDetailed.OTHER);

companion object {
fun from(categoryModel: PersonalFinanceCategory): PersonalFinanceCategoryEnum {
// Special case to handle what I believe is a Plaid bug I saw in the wild
if (categoryModel.primary == Primary.TRAVEL.name &&
categoryModel.detailed == TRANSPORTATION_PUBLIC_TRANSIT.name) {
return TRANSPORTATION_PUBLIC_TRANSIT
}
// Business as usual
return values().find {
it.primary.name == categoryModel.primary && it.name == categoryModel.detailed
}
?: throw IllegalArgumentException("Failed to convert personal finance category $categoryModel to enum")
}
}

fun toPersonalFinanceCategory(): PersonalFinanceCategory {
return PersonalFinanceCategory(this.primary.name, this.name)
}

interface Detailed {
val description: String
val name: String
Expand Down Expand Up @@ -333,5 +353,3 @@ enum class PersonalFinanceCategoryEnum(val primary: Primary, val detailed: Detai
OTHER("Other"),
}
}


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