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lib/plaid/item.ex
defmodule Plaid.Item do
@moduledoc """
Functions for Plaid `item` endpoint.
"""
import Plaid, only: [make_request_with_cred: 4, validate_cred: 1]
alias Plaid.Utils
@derive Jason.Encoder
defstruct available_products: [],
billed_products: [],
error: nil,
institution_id: nil,
item_id: nil,
webhook: nil,
consent_expiration_time: nil,
request_id: nil,
status: nil
@type t :: %__MODULE__{
available_products: [String.t()],
billed_products: [String.t()],
error: String.t() | nil,
institution_id: String.t(),
item_id: String.t(),
webhook: String.t(),
consent_expiration_time: String.t(),
request_id: String.t(),
status: Plaid.Item.Status.t()
}
@type params :: %{required(atom) => String.t()}
@type config :: %{required(atom) => String.t()}
@type service :: :dwolla | :modern_treasury
@endpoint :item
defmodule Status do
@moduledoc """
Plaid Item Status data structure.
"""
@derive Jason.Encoder
defstruct investments: nil,
transactions: nil,
last_webhook: nil
@type t :: %__MODULE__{
investments: Plaid.Item.Status.Investments.t(),
transactions: Plaid.Item.Status.Transactions.t(),
last_webhook: Plaid.Item.Status.LastWebhook.t()
}
defmodule Investments do
@moduledoc """
Plaid Item Status Investments data structure.
"""
@derive Jason.Encoder
defstruct last_successful_update: nil, last_failed_update: nil
@type t :: %__MODULE__{last_successful_update: String.t(), last_failed_update: String.t()}
end
defmodule Transactions do
@moduledoc """
Plaid Item Status Transactions data structure.
"""
@derive Jason.Encoder
defstruct last_successful_update: nil, last_failed_update: nil
@type t :: %__MODULE__{last_successful_update: String.t(), last_failed_update: String.t()}
end
defmodule LastWebhook do
@moduledoc """
Plaid Item Status LastWebhook data structure.
"""
@derive Jason.Encoder
defstruct sent_at: nil, code_sent: nil
@type t :: %__MODULE__{sent_at: String.t(), code_sent: String.t()}
end
end
@doc """
Gets an Item.
Parameters
```
%{access_token: "access-env-identifier"}
```
"""
@spec get(params, config | nil) :: {:ok, Plaid.Item.t()} | {:error, Plaid.Error.t()}
def get(params, config \\ %{}) do
config = validate_cred(config)
endpoint = "#{@endpoint}/get"
make_request_with_cred(:post, endpoint, config, params)
|> Utils.handle_resp(@endpoint)
end
@doc """
Exchanges a public token for an access token and item id.
Parameters
```
%{public_token: "public-env-identifier"}
```
Response
```
{:ok, %{access_token: "access-env-identifier", item_id: "some-id", request_id: "f24wfg"}}
```
"""
@spec exchange_public_token(params, config | nil) :: {:ok, map} | {:error, Plaid.Error.t()}
def exchange_public_token(params, config \\ %{}) do
config = validate_cred(config)
endpoint = "#{@endpoint}/public_token/exchange"
make_request_with_cred(:post, endpoint, config, params)
|> Utils.handle_resp(@endpoint)
end
@doc """
Creates a public token. To be used to put Plaid Link into update mode.
Parameters
```
%{access_token: "access-env-identifier"}
```
Response
```
{:ok, %{public_token: "access-env-identifier", expiration: 3600, request_id: "kg414f"}}
```
"""
@spec create_public_token(params, config | nil) :: {:ok, map} | {:error, Plaid.Error.t()}
def create_public_token(params, config \\ %{}) do
config = validate_cred(config)
endpoint = "#{@endpoint}/public_token/create"
make_request_with_cred(:post, endpoint, config, params)
|> Utils.handle_resp(@endpoint)
end
@doc """
Updates an Item's webhook.
Parameters
```
%{access_token: "access-env-identifier", webhook: "http://mywebsite/api"}
```
"""
@spec update_webhook(params, config | nil) :: {:ok, Plaid.Item.t()} | {:error, Plaid.Error.t()}
def update_webhook(params, config \\ %{}) do
config = validate_cred(config)
endpoint = "#{@endpoint}/webhook/update"
make_request_with_cred(:post, endpoint, config, params)
|> Utils.handle_resp(@endpoint)
end
@doc """
Invalidates access token and returns a new one.
Parameters
```
%{access_token: "access-env-identifier"}
```
Response
```
{:ok, %{new_access_token: "access-env-identifier", request_id: "gag8fs"}}
```
"""
@spec rotate_access_token(params, config | nil) :: {:ok, map} | {:error, Plaid.Error.t()}
def rotate_access_token(params, config \\ %{}) do
config = validate_cred(config)
endpoint = "#{@endpoint}/access_token/invalidate"
make_request_with_cred(:post, endpoint, config, params)
|> Utils.handle_resp(@endpoint)
end
@doc """
Updates a V1 access token to V2.
Parameters
```
%{access_token_v1: "test_wells"}
```
Response
```
{:ok, %{access_token: "access-env-identifier", item_id: "some-id", request_id: "f24wfg"}}
```
"""
@spec update_version_access_token(params, config | nil) ::
{:ok, map} | {:error, Plaid.Error.t()}
def update_version_access_token(params, config \\ %{}) do
config = validate_cred(config)
endpoint = "#{@endpoint}/access_token/update_version"
make_request_with_cred(:post, endpoint, config, params)
|> Utils.handle_resp(@endpoint)
end
@doc """
Removes an Item.
Parameters
```
%{access_token: "access-env-identifier"}
```
Response
```
{:ok, %{request_id: "[Unique request ID]"}}
```
"""
@spec remove(params, config | nil) :: {:ok, map} | {:error, Plaid.Error.t()}
def remove(params, config \\ %{}) do
config = validate_cred(config)
endpoint = "#{@endpoint}/remove"
make_request_with_cred(:post, endpoint, config, params)
|> Utils.handle_resp(@endpoint)
end
@doc """
[Creates a processor token](https://developers.dwolla.com/resources/dwolla-plaid-integration.html)
used to create an authenticated funding source with Dwolla.
Parameters
```
%{access_token: "access-env-identifier", account_id: "plaid-account-id"}
```
Response
```
{:ok, %{processor_token: "some-token", request_id: "k522f2"}}
```
"""
@deprecated "Use create_processor_token/3 instead"
@spec create_processor_token(params, config | nil) :: {:ok, map} | {:error, Plaid.Error.t()}
def create_processor_token(params, config \\ %{}) do
create_processor_token(params, :dwolla, config)
end
@doc """
Creates a processor token used to integrate with services external to Plaid.
Parameters
```
%{access_token: "access-env-identifier", account_id: "plaid-account-id"}
```
Response
```
{:ok, %{processor_token: "some-token", request_id: "k522f2"}}
```
"""
@spec create_processor_token(params, service, config | nil) ::
{:ok, map} | {:error, Plaid.Error.t()}
def create_processor_token(params, service, config) do
config = validate_cred(config)
endpoint = "processor/#{service_to_string(service)}/processor_token/create"
make_request_with_cred(:post, endpoint, config, params)
|> Utils.handle_resp(@endpoint)
end
defp service_to_string(:dwolla), do: "dwolla"
defp service_to_string(:modern_treasury), do: "modern_treasury"
@doc """
[Creates a stripe bank account token](https://stripe.com/docs/ach)
used to create an authenticated funding source with Stripe.
Parameters
```
%{access_token: "access-env-identifier", account_id: "plaid-account-id"}
```
Response
```
{:ok, %{stripe_bank_account_token: "btok_Kb62HbBqrrvdf8pBsAdt", request_id: "[Unique request ID]"}}
```
"""
@spec create_stripe_bank_account_token(params, config | nil) ::
{:ok, map} | {:error, Plaid.Error.t()}
def create_stripe_bank_account_token(params, config \\ %{}) do
config = validate_cred(config)
endpoint = "processor/stripe/bank_account_token/create"
make_request_with_cred(:post, endpoint, config, params)
|> Utils.handle_resp(@endpoint)
end
end