Exemplo n.º 1
0
 private void DeauthorizeBankAccounts()
 {
     foreach (Institution bank in bankAccountsToDeauthorize)
     {
         PlaidInterface.DeauthorizeInstitution(bank);
     }
 }
Exemplo n.º 2
0
        private void PopulateAccounts()
        {
            comboBoxAccounts.Items.Clear();
            comboBoxAccounts.Items.Add("All accounts");

            if (comboBoxBanks.SelectedItem.ToString() == "All banks")
            {
                foreach (Institution bank in Settings.GetCurrentInstitutions())
                {
                    List <Account> accountsForBank = PlaidInterface.GetInstitutionAccounts(bank);
                    bank.Accounts = accountsForBank;
                    foreach (Account account in accountsForBank)
                    {
                        comboBoxAccounts.Items.Add(account);
                    }
                }
            }
            else
            {
                Institution    selectedBank = (Institution)comboBoxBanks.SelectedItem;
                List <Account> accounts     = PlaidInterface.GetInstitutionAccounts(selectedBank);
                selectedBank.Accounts = accounts;
                foreach (Account account in accounts)
                {
                    comboBoxAccounts.Items.Add(account);
                }
            }

            comboBoxAccounts.SelectedIndex = 0;
        }
Exemplo n.º 3
0
        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();
        }
Exemplo n.º 4
0
        private void buttonAddBankAccount_Click(object sender, EventArgs e)
        {
            PlaidInterface.StartPlaidLink();

            textBoxPublicToken.Text      = "";
            textBoxInstitutionId.Text    = "";
            labelInstitutionId.Visible   = true;
            textBoxInstitutionId.Visible = true;
            labelPublicToken.Visible     = true;
            textBoxPublicToken.Visible   = true;
            buttonAuthorize.Visible      = true;
        }
Exemplo n.º 5
0
        private void listBoxBankAccounts_MouseDown(object sender, MouseEventArgs e)
        {
            if (e.Button == MouseButtons.Right)
            {
                int index = this.listBoxBankAccounts.IndexFromPoint(new Point(e.X, e.Y));

                if (index < 0)
                {
                    return;
                }

                this.listBoxBankAccounts.SelectedIndex = index;

                ContextMenu removeMenu = new ContextMenu();

                MenuItem updateItem = new MenuItem()
                {
                    Text = "Update"
                };
                updateItem.Click += (s, args) =>
                {
                    PlaidInterface.RefreshToken(((Institution)listBoxBankAccounts.Items[index]).Credentials.AccessToken);
                };
                removeMenu.MenuItems.Add(updateItem);

                MenuItem removeItem = new MenuItem()
                {
                    Text = "Remove"
                };
                removeItem.Click += (s, args) =>
                {
                    bankAccountsToDeauthorize.Add((Institution)listBoxBankAccounts.Items[index]);

                    if ((Enums.Environment)comboBoxPlaidEnvironments.SelectedItem == Enums.Environment.Sandbox)
                    {
                        sandboxInstitutions.RemoveAt(index);
                    }
                    else
                    {
                        developmentInstitutions.RemoveAt(index);
                    }

                    SyncListBox();
                };
                removeMenu.MenuItems.Add(removeItem);

                removeMenu.Show((sender as ListBox), new Point(e.X, e.Y));
            }
        }
Exemplo n.º 6
0
        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;
        }