/// <summary>
/// This is a walkthrough on how to create a Connect Token
/// </summary>
/// <param name="sdk">Pluggy's api client</param>
/// <returns></returns>
private static async Task CreateConnectToken(SDK.PluggyAPI sdk)
{
// 1 - Get the ItemId if its an update
Console.WriteLine("You can use the Connect Token for an new or an existing Connection (item).");
Console.WriteLine("Do you have an ItemId to Update? (y/n)");
bool isUpdate = Console.ReadLine().ToLower() == "y";
Guid?itemIdToUpdate = null;
if (isUpdate)
{
Console.WriteLine("Please provide the itemId you want to update.");
string itemIdStr = Console.ReadLine();
if (!Guid.TryParse(itemIdStr, out Guid itemId))
{
return;
}
itemIdToUpdate = itemId;
}
var connectTokenOptions = new ItemOptions()
{
ClientUserId = "sdk-net"
};
ConnectTokenResponse response = await sdk.CreateConnectToken(itemIdToUpdate, connectTokenOptions);
Console.WriteLine("You can use the following token to create a Connect Widget with it!");
Console.WriteLine(response.AccessToken);
}
public static async Task PrintResults(SDK.PluggyAPI sdk, Item item)
{
// List connected products
var accounts = await sdk.FetchAccounts(item.Id);
foreach (var account in accounts.Results)
{
Console.WriteLine("Account # {0}, Number {1} has a balance of ${2}", account.Id, account.Number, account.Balance);
var txSearchParams = new TransactionParameters()
{
DateFrom = DateTime.Now.AddYears(-1), DateTo = DateTime.Now
};
var transactions = await sdk.FetchTransactions(account.Id, txSearchParams);
foreach (var tx in transactions.Results)
{
Console.WriteLine(" Transaction # {0} made at {1}, description: {2}, amount: {3}", tx.Id, tx.Date.ToLongDateString(), tx.Description, tx.Amount);
if (tx.PaymentData != null)
{
Console.WriteLine(" PaymentData, method used ¨{0}¨, executed by {1} to {2} with Reason / Motive: {3}", tx.PaymentData.PaymentMethod, tx.PaymentData.Payer?.Name, tx.PaymentData.Receiver?.Name, tx.PaymentData.Reason);
}
}
}
var investments = await sdk.FetchInvestments(item.Id);
foreach (var investment in investments.Results)
{
Console.WriteLine("Investment #{0}, Code {1} has a balance of ${2}", investment.Id, investment.Code, investment.Balance);
Helpers.WriteJson(investment);
}
var identity = await sdk.FetchIdentityByItemId(item.Id);
Console.WriteLine("The name of the user is {0}", identity.FullName);
}
/// <summary>
/// This is a walkthrough on how to create an item (connection) first time.
/// </summary>
/// <param name="sdk">Pluggy's api client</param>
/// <returns></returns>
private static async Task CreateItem(SDK.PluggyAPI sdk)
{
// 1 - Let's list all available connectors
var reqParams = new ConnectorParameters
{
Countries = new List <string> {
"AR", "BR"
},
Types = new List <ConnectorType> {
ConnectorType.PERSONAL_BANK,
ConnectorType.BUSINESS_BANK,
ConnectorType.INVESTMENT
},
Name = "",
Sandbox = true
};
var connectors = await sdk.FetchConnectors(reqParams);
Helpers.WriteConnectorList(connectors.Results);
// 2 - Select a connector
Console.WriteLine("Which connector do you want to execute?");
string connectorNumberResponse = Console.ReadLine();
long connectorId = long.Parse(connectorNumberResponse);
// Fetch that connector and display
Connector connector = await Helpers.FetchConnector(sdk, connectorId);
if (connector == null)
{
return;
}
Console.WriteLine("Executing {0}", connector.Name);
// 3 - Ask for credentials to execute this connector
ItemParameters request = Helpers.AskCredentials(connector.Id, connector.Credentials);
// 4 - Validate credentials input if its valid
// This step is not mandatory, the CreateItem request will do it for you.
ValidationResult validationResult = await sdk.ValidateCredentials(connector.Id, request.Parameters);
if (validationResult.Errors.Count > 0)
{
Console.WriteLine("There were validation errors:");
Helpers.WriteJson(validationResult.Errors);
return;
}
// 5 - Starts & retrieves the item metadata
Console.WriteLine("Starting your connection based on the information provided");
DateTime started = DateTime.Now;
Item item = await Helpers.CreateItem(sdk, request);
if (item == null)
{
return;
}
Console.WriteLine("Connection to Item {0} started", item.Id);
// 6 - Reviews connection status and collects response
item = await Helpers.WaitAndCollectResponse(sdk, item);
Console.WriteLine("Connection has been completed");
if (item.Error != null)
{
switch (item.Error.Code)
{
case ExecutionErrorCode.INVALID_CREDENTIALS:
Console.WriteLine("The credentials sent where invalid");
break;
case ExecutionErrorCode.INVALID_CREDENTIALS_MFA:
Console.WriteLine("The introduced MFA was invalid");
break;
default:
Console.WriteLine("Connection encoutered errors, {0}", item.Error.Message);
break;
}
return;
}
else
{
Console.WriteLine("Connection was completed successfully in {0}s", (DateTime.Now - started).TotalSeconds);
}
await Helpers.PrintResults(sdk, item);
// 7 - If needed, delete the connection result from the cache.
Console.WriteLine("Do you want to delete the Connection? (y/n)");
bool delete = Console.ReadLine() == "y";
if (delete)
{
// Although this will be deleted in 30', we are forcing clean up
await sdk.DeleteItem(item.Id);
Console.WriteLine("Deleted response successfully");
}
}
/// <summary>
/// This is a walkthrough on how to update an exiting item (connection).
/// </summary>
/// <param name="sdk">Pluggy's api client</param>
/// <returns></returns>
private static async Task UpdateItem(SDK.PluggyAPI sdk)
{
// 1 - Introduce the item's Id
Console.WriteLine("Which item do you want to update? (Provide itemId)");
string itemIdStr = Console.ReadLine();
if (!Guid.TryParse(itemIdStr, out Guid itemId))
{
return;
}
// 2 - Fetch that item and display
Item item = await sdk.FetchItem(itemId);
if (item == null)
{
return;
}
Console.WriteLine("Updating {0}", item.Connector.Name);
// 3 - Ask for mfa credentials, if required, to update this connector
var credentialsWithMFA = item.Connector.Credentials.Where(c => c.Mfa).ToList();
ItemParameters request = new ItemParameters();
if (credentialsWithMFA.Count() > 0)
{
request = Helpers.AskCredentials(item.Connector.Id, credentialsWithMFA);
}
// 4 - Starts & retrieves the item metadata
Console.WriteLine("Updating your connection based on the information provided");
DateTime started = DateTime.Now;
try
{
item = await sdk.UpdateItem(itemId, request);
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
Console.WriteLine("There was an error triggering the update of the account");
return;
}
// 5 - Reviews connection status and collects response
item = await Helpers.WaitAndCollectResponse(sdk, item);
Console.WriteLine("Connection has been completed");
if (item.Error != null)
{
Console.WriteLine("Connection encoutered errors, {0}", item.Error.Message);
return;
}
else
{
Console.WriteLine("Connection was completed successfully in {0}s", (DateTime.Now - started).TotalSeconds);
}
// 6 - Show the updated products
await Helpers.PrintResults(sdk, item);
}
