private static void ProcessTransactions(List<BankLoginAccountTransaction> transactions, BankLogin login, Options options)
{
foreach (BankLoginAccountTransaction transaction in transactions) {
transaction.LoginId = login.Id;
// Check existing
var existing = options.DataService.Transactions.GetSingle(new { serviceid = transaction.ServiceId });
if (existing == null) {
// Get the source name
var source = options.DataService.Accounts.GetSingle(new { serviceid = transaction.ServiceAccountId });
transaction.Source = source.Name;
// Map categories
var category = options.DataService.Categories.FindCategoryMatch(transaction.Description);
if (category != null) {
transaction.Category = category.Name;
}
// Save if a new transaction
options.DataService.Transactions.Upsert(transaction);
}
}
}
public ActionResult Logins(FormCollection form)
{
var publicToken = form["public_token"];
// Save the token in case of failure
Service.Logins.SavePublicToken(publicToken);
// Exchange for accessToken
var accessToken = BankService.RunAfterAuthFunction(publicToken);
// Save login
var login = new BankLogin() {
Institution = "plaid_link",
Name = form["Name"],
HouseholdId = GetHouseholdIdForCurrentUser(),
AccessToken = accessToken
};
Service.Logins.Upsert(login);
// Delete the token after a successful translation
Service.Logins.DeletePublicToken(publicToken);
// Get accounts
var accounts = BankService.GetAccounts(login.Id, accessToken).Result;
// Save accounts
foreach (BankLoginAccount bank in accounts) {
Service.Accounts.Upsert(bank);
}
return RedirectToAction("Logins");
}
