private void comboBoxAccounts_SelectedIndexChanged(object sender, EventArgs e)
{
if (comboBoxAccounts.SelectedItem.ToString() != "All accounts")
{
Account selectedAccount = (Account)comboBoxAccounts.SelectedItem;
Institution bankHoldingAccount = Settings.GetCurrentInstitutions().Find(p => p.Accounts.Find(a => a.Id == selectedAccount.Id) != null);
comboBoxBanks.SelectedItem = bankHoldingAccount;
}
}
private void PopulateTransactions()
{
transactionsToDisplay = new List <Transaction>();
if (comboBoxAccounts.Items.Count == 0)
{
MessageBox.Show("Click \"Get Accounts\" first");
return;
}
if (comboBoxAccounts.SelectedItem.ToString() == "All accounts")
{
if (comboBoxBanks.SelectedItem.ToString() == "All banks")
{
foreach (Institution bank in Settings.GetCurrentInstitutions())
{
List <Transaction> transactionsForBank = PlaidInterface.GetTransactions(bank, dateTimePickerStart.Value, dateTimePickerEnd.Value);
PlaidInterface.AddTransactionsToAccounts(bank.Accounts, transactionsForBank);
transactionsToDisplay.AddRange(transactionsForBank);
}
}
else
{
Institution selectedBank = (Institution)comboBoxBanks.SelectedItem;
List <Transaction> transactionsForBank = PlaidInterface.GetTransactions(selectedBank, dateTimePickerStart.Value, dateTimePickerEnd.Value);
PlaidInterface.AddTransactionsToAccounts(selectedBank.Accounts, transactionsForBank);
transactionsToDisplay.AddRange(transactionsForBank);
}
}
else
{
Account selectedAccount = (Account)comboBoxAccounts.SelectedItem;
Institution bankHoldingAccount = Settings.GetCurrentInstitutions().Find(p => p.Accounts.Find(a => a.Id == selectedAccount.Id) != null);
comboBoxBanks.SelectedItem = bankHoldingAccount;
List <Transaction> transactionsForBank = PlaidInterface.GetTransactions(bankHoldingAccount, dateTimePickerStart.Value, dateTimePickerEnd.Value);
PlaidInterface.AddTransactionsToAccounts(bankHoldingAccount.Accounts, transactionsForBank);
transactionsToDisplay.AddRange(selectedAccount.RecentTransactions);
}
if ((string)comboBoxSortDirection.SelectedItem == "Ascending")
{
transactionsToDisplay.Sort((a, b) => a.Date.CompareTo(b.Date));
}
else
{
transactionsToDisplay.Sort((a, b) => b.Date.CompareTo(a.Date));
}
DisplayTransactions();
}
public static Credentials AuthorizeInstitution(Institution institution, string public_token)
{
JObject json = JObject.FromObject(new { client_id = Settings.Instance.PlaidSettings.Client_Id, secret = GetSecret(), public_token });
JObject result = HttpRequestToPlaid("item/public_token/exchange", json);
string access_token = result["access_token"].ToString();
string item_id = result["item_id"].ToString();
return(new Credentials()
{
AccessToken = access_token, Item = item_id
});
}
public static List <Account> GetInstitutionAccounts(Institution institution)
{
List <Account> accounts = new List <Account>();
JObject json = JObject.FromObject(new { client_id = Settings.Instance.PlaidSettings.Client_Id,
secret = GetSecret(),
access_token = institution.Credentials.AccessToken });
JObject result = HttpRequestToPlaid("accounts/get", json);
List <JToken> jsonAccounts = result["accounts"].ToList();
accounts.AddRange(jsonAccounts.Select(p => ConvertToAccount(p)));
return(accounts);
}
private void pictureBoxExport_Click(object sender, EventArgs e)
{
string filePath = Path.Combine(Environment.GetFolderPath(Environment.SpecialFolder.MyDocuments), "Transactions.csv");
if (File.Exists(filePath))
{
File.Delete(filePath);
}
foreach (Transaction transaction in transactionsToDisplay)
{
Institution relatedBank = Settings.GetCurrentInstitutions().Find(b => b.Accounts.Find(a => a.RecentTransactions.Find(t => t.Id == transaction.Id) != null) != null);
string transactionString = transaction.Date + "," + relatedBank + "," + transaction.Name + "," + transaction.FormattedAmount;
File.AppendAllText(filePath, transactionString);
}
MessageBox.Show("Transactions exported to " + filePath);
}
public static List <Transaction> GetTransactions(Institution institution, DateTime startDate, DateTime endDate)
{
List <Transaction> transactions = new List <Transaction>();
string start_date = startDate.ToString("yyyy-MM-dd");
string end_date = endDate.ToString("yyyy-MM-dd");
JObject json = JObject.FromObject(new { client_id = Settings.Instance.PlaidSettings.Client_Id,
secret = GetSecret(),
access_token = institution.Credentials.AccessToken,
start_date,
end_date });
JObject result = HttpRequestToPlaid("transactions/get", json);
List <JToken> jsonTransactions = result["transactions"].ToList();
transactions.AddRange(jsonTransactions.Select(p => ConvertToTransaction(p)));
return(transactions);
}
private void DisplayTransactions()
{
DataTable transactions = new DataTable();
transactions.Columns.Add("Date", typeof(DateTime));
transactions.Columns.Add("Bank", typeof(string));
transactions.Columns.Add("Name", typeof(string));
transactions.Columns.Add("Amount", typeof(string));
foreach (Transaction transaction in transactionsToDisplay)
{
Institution relatedBank = Settings.GetCurrentInstitutions().Find(b => b.Accounts.Find(a => a.RecentTransactions.Find(t => t.Id == transaction.Id) != null) != null);
transactions.Rows.Add(transaction.Date, relatedBank, transaction.Name, transaction.FormattedAmount);
}
dataGridView.DataSource = transactions;
dataGridView.Columns[0].AutoSizeMode = DataGridViewAutoSizeColumnMode.AllCells;
dataGridView.Columns[1].AutoSizeMode = DataGridViewAutoSizeColumnMode.AllCells;
dataGridView.Columns[2].AutoSizeMode = DataGridViewAutoSizeColumnMode.Fill;
dataGridView.Columns[0].AutoSizeMode = DataGridViewAutoSizeColumnMode.AllCells;
}
private void buttonAuthorize_Click(object sender, EventArgs e)
{
Institution bank = PlaidInterface.GetInstitutionById(textBoxInstitutionId.Text);
bank.Credentials = PlaidInterface.AuthorizeInstitution(bank, textBoxPublicToken.Text);
if ((Enums.Environment)comboBoxPlaidEnvironments.SelectedItem == Enums.Environment.Sandbox)
{
sandboxInstitutions.Add(bank);
}
else
{
developmentInstitutions.Add(bank);
}
SyncListBox();
labelInstitutionId.Visible = false;
textBoxInstitutionId.Visible = false;
labelPublicToken.Visible = false;
textBoxPublicToken.Visible = false;
buttonAuthorize.Visible = false;
}