1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
use chrono::NaiveDate;
use serde::{Deserialize, Serialize};
use crate::accounts::Account;
use crate::client::Client;
use crate::errors::Result;
use crate::holdings::Security;
use crate::item::Item;
#[derive(Deserialize, Debug, Clone)]
pub struct InvestmentTransaction {
pub investment_transaction_id: String,
pub cancel_transaction_id: Option<String>,
pub account_id: String,
pub security_id: Option<String>,
pub date: NaiveDate,
pub name: String,
pub quantity: f64,
pub amount: f64,
pub price: f64,
pub fees: Option<f64>,
pub r#type: String,
pub subtype: String,
pub iso_currency_code: Option<String>,
pub unofficial_currency_code: Option<String>,
}
#[derive(Serialize)]
struct GetInvestmentTransactionsRequest<'a> {
client_id: &'a str,
secret: &'a str,
access_token: &'a str,
start_date: NaiveDate,
end_date: NaiveDate,
#[serde(skip_serializing_if = "Option::is_none")]
options: Option<GetInvestmentTransactionsOptions<'a>>,
}
#[derive(Serialize, Debug, Clone)]
pub struct GetInvestmentTransactionsOptions<'a> {
#[serde(skip_serializing_if = "Option::is_none")]
pub account_ids: Option<&'a [&'a str]>,
#[serde(skip_serializing_if = "Option::is_none")]
pub count: Option<i32>,
#[serde(skip_serializing_if = "Option::is_none")]
pub offset: Option<i32>,
}
impl Default for GetInvestmentTransactionsOptions<'_> {
fn default() -> Self {
Self {
account_ids: None,
count: None,
offset: None,
}
}
}
#[derive(Deserialize, Debug)]
pub struct GetInvestmentTransactionsResponse {
pub request_id: String,
pub accounts: Vec<Account>,
pub securities: Vec<Security>,
pub investment_transactions: Vec<InvestmentTransaction>,
pub total_investment_transactions: i32,
pub item: Item,
}
impl Client {
pub async fn get_investment_transactions<'a>(
&self,
access_token: &str,
start_date: NaiveDate,
end_date: NaiveDate,
options: Option<GetInvestmentTransactionsOptions<'a>>,
) -> Result<GetInvestmentTransactionsResponse> {
self.send_request(
"investment/transactions/get",
&GetInvestmentTransactionsRequest {
client_id: &self.client_id,
secret: &self.secret,
access_token,
start_date,
end_date,
options,
},
)
.await
}
}
#[cfg(test)]
mod tests {
use chrono::Utc;
use std::ops::Sub;
use crate::client::tests::{get_test_client, SANDBOX_INSTITUTION};
use crate::errors::Error;
#[ignore]
#[tokio::test]
async fn test_get_investment_transactions() {
let client = get_test_client();
let sandbox_resp = client
.create_sandbox_public_token(SANDBOX_INSTITUTION, &["investments"])
.await
.unwrap();
let token_resp = client
.exchange_public_token(&sandbox_resp.public_token)
.await
.unwrap();
let end_date = Utc::now().naive_utc().date();
let start_date = end_date.sub(chrono::Duration::days(3650));
let mut resp = client
.get_investment_transactions(&token_resp.access_token, start_date, end_date, None)
.await;
while resp.is_err() {
let err = resp.unwrap_err();
if let Error::Plaid(err) = err {
assert_eq!(err.error_code, "PRODUCT_NOT_READY");
} else {
assert!(false);
}
tokio::time::sleep(tokio::time::Duration::from_secs(5)).await;
resp = client
.get_investment_transactions(&token_resp.access_token, start_date, end_date, None)
.await;
}
let resp = resp.unwrap();
assert_ne!(resp.accounts.len(), 0);
assert_ne!(resp.investment_transactions.len(), 0);
for investment_transaction in &resp.investment_transactions {
assert_ne!(investment_transaction.subtype.len(), 0);
}
assert_ne!(resp.securities.len(), 0);
}
}