refactor for slice and rule functionality. general cleanup

connection/connections/plaid.py

@@ -0,0 +1,79 @@
+from .abstract import AbstractConnectionClient
+import plaid
+import os
+import datetime
+
+
+def format_error(e):
+    return {
+        'error': {
+            'display_message': e.display_message,
+            'error_code': e.code,
+            'error_type': e.type,
+            'error_message': e.message}}
+
+
+class Connection(AbstractConnectionClient):
+
+    def __init__(self, credentials):
+        self.credentials = credentials
+
+        # Fill in your Plaid API keys -
+        # https://dashboard.plaid.com/account/keys
+        self.PLAID_CLIENT_ID = os.getenv('PLAID_CLIENT_ID')
+        self.PLAID_SECRET = os.getenv('PLAID_SECRET')
+        self.PLAID_PUBLIC_KEY = os.getenv('PLAID_PUBLIC_KEY')
+        # Use 'sandbox' to test with Plaid's Sandbox environment (username: user_good,
+        # password: pass_good)
+        # Use `development` to test with live users and credentials and `production`
+        # to go live
+        self.PLAID_ENV = os.getenv('PLAID_ENV', 'sandbox')
+        # PLAID_PRODUCTS is a comma-separated list of products to use when initializing
+        # Link. Note that this list must contain 'assets' in order for the app to be
+        # able to create and retrieve asset reports.
+        self.PLAID_PRODUCTS = os.getenv('PLAID_PRODUCTS', 'transactions')
+
+        # PLAID_COUNTRY_CODES is a comma-separated list of countries for which users
+        # will be able to select institutions from.
+        self.PLAID_COUNTRY_CODES = os.getenv(
+            'PLAID_COUNTRY_CODES', 'US,CA,GB,FR,ES')
+        self.client = plaid.Client(
+            client_id=self.PLAID_CLIENT_ID,
+            secret=self.PLAID_SECRET,
+            public_key=self.PLAID_PUBLIC_KEY,
+            environment=self.PLAID_ENV,
+            api_version='2019-05-29')
+
+        public_key = self.credentials.get('public_key')
+        if not self.credentials.get('auth_token') and public_key:
+            self.credentials['auth_token'] = self.get_auth_token(public_key)
+
+    def get_auth_token(self, public_token):
+        try:
+            exchange_response = self.client.Item.public_token.exchange(
+                public_token)
+        except plaid.errors.PlaidError as e:
+            return format_error(e)
+        access_token = exchange_response['access_token']
+        return access_token
+
+    def get_transactions(
+            self,
+            start_date=None,
+            end_date=None,
+            auth_token=None):
+        if not auth_token:
+            auth_token = self.credentials.get('auth_token')
+        if not auth_token:
+            raise Exception("Missing Auth Token")
+        if not start_date:
+            start_date = '{:%Y-%m-%d}'.format(
+                datetime.datetime.now() + datetime.timedelta(-30))
+        if not end_date:
+            end_date = '{:%Y-%m-%d}'.format(datetime.datetime.now())
+        try:
+            transactions_resp = self.client.Transactions.get(
+                auth_token, start_date, end_date)
+        except plaid.errors.PlaidError as e:
+            return format_error(e)
+        return transactions_resp

connection/migrations/0002_auto_20200106_2335.py

@@ -0,0 +1,18 @@
+# Generated by Django 2.2.6 on 2020-01-06 23:35
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('connection', '0001_initial'),
+    ]
+
+    operations = [
+        migrations.RenameField(
+            model_name='connection',
+            old_name='connection_path',
+            new_name='type',
+        ),
+    ]

connection/migrations/0003_auto_20200107_0015.py

@@ -0,0 +1,26 @@
+# Generated by Django 2.2.6 on 2020-01-07 00:15
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('connection', '0002_auto_20200106_2335'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='ConnectionType',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=255)),
+                ('filename', models.CharField(max_length=255, unique=True)),
+            ],
+        ),
+        migrations.RenameField(
+            model_name='connection',
+            old_name='type',
+            new_name='type_old',
+        ),
+    ]

connection/migrations/0004_connection_type.py

@@ -0,0 +1,19 @@
+# Generated by Django 2.2.6 on 2020-01-07 00:17
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('connection', '0003_auto_20200107_0015'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='connection',
+            name='type',
+            field=models.ForeignKey(null=True, on_delete=django.db.models.deletion.CASCADE, to='connection.ConnectionType'),
+        ),
+    ]

connection/migrations/0005_remove_connection_type_old.py

@@ -0,0 +1,17 @@
+# Generated by Django 2.2.6 on 2020-01-07 00:20
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('connection', '0004_connection_type'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='connection',
+            name='type_old',
+        ),
+    ]

connection/serializers.py

@@ -0,0 +1,12 @@
+from .models import Connection
+from rest_framework import serializers
+
+
+class ConnectionSerializer(serializers.HyperlinkedModelSerializer):
+    class Meta:
+        model = Connection
+        fields = ['url', 'name', 'type', 'credentials']
+        extra_kwargs = {
+            'type': {'write_only': True},
+            'credentials': {'write_only': True}
+        }

connection/urls.py

@@ -0,0 +1,6 @@
+from rest_framework import routers
+from .views import ConnectionViewSet
+
+ROUTER = routers.SimpleRouter()
+ROUTER.register(r'', ConnectionViewSet)
+urlpatterns = ROUTER.urls

qrtr_account/migrations/0005_rule_slice.py

@@ -0,0 +1,32 @@
+# Generated by Django 2.2.6 on 2020-02-25 01:43
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('contenttypes', '0002_remove_content_type_name'),
+        ('qrtr_account', '0004_auto_20191126_0231'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='Rule',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+            ],
+        ),
+        migrations.CreateModel(
+            name='Slice',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=250)),
+                ('icon', models.CharField(max_length=250)),
+                ('budget', models.DecimalField(decimal_places=3, max_digits=100)),
+                ('object_id', models.PositiveIntegerField()),
+                ('content_type', models.ForeignKey(limit_choices_to=models.Q(models.Q(('app_label', 'qrtr_account'), ('model', 'bank')), models.Q(('app_label', 'qrtr_account'), ('model', 'slice')), _connector='OR'), on_delete=django.db.models.deletion.CASCADE, to='contenttypes.ContentType')),
+            ],
+        ),
+    ]

qrtr_account/migrations/0006_auto_20200225_0155.py

@@ -0,0 +1,23 @@
+# Generated by Django 2.2.6 on 2020-02-25 01:55
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('qrtr_account', '0005_rule_slice'),
+    ]
+
+    operations = [
+        migrations.RenameField(
+            model_name='slice',
+            old_name='object_id',
+            new_name='parent_id',
+        ),
+        migrations.RenameField(
+            model_name='slice',
+            old_name='content_type',
+            new_name='parent_type',
+        ),
+    ]

qrtr_account/migrations/0007_auto_20200225_0239.py

@@ -0,0 +1,56 @@
+# Generated by Django 2.2.6 on 2020-02-25 02:39
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('qrtr_account', '0006_auto_20200225_0155'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='Schedule',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=255)),
+            ],
+        ),
+        migrations.AddField(
+            model_name='rule',
+            name='amount',
+            field=models.DecimalField(decimal_places=3, default=0, max_digits=100),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='rule',
+            name='amount_type',
+            field=models.CharField(choices=[('quantity', 'Quantity'), ('round', 'Round'), ('percent', 'Percent')], default='quantity', max_length=20),
+        ),
+        migrations.AddField(
+            model_name='rule',
+            name='destination',
+            field=models.ForeignKey(default=1, on_delete=django.db.models.deletion.CASCADE, related_name='rule_destination_set', to='qrtr_account.Slice'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='rule',
+            name='kind',
+            field=models.CharField(choices=[('refill', 'Refill'), ('increase', 'Increase'), ('goal', 'Goal')], default='increase', max_length=255),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='rule',
+            name='source',
+            field=models.ForeignKey(default=1, on_delete=django.db.models.deletion.CASCADE, related_name='rule_source_set', to='qrtr_account.Slice'),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name='rule',
+            name='when_to_run',
+            field=models.ForeignKey(default=1, on_delete=django.db.models.deletion.CASCADE, to='qrtr_account.Schedule'),
+            preserve_default=False,
+        ),
+    ]