Display Dwolla customers

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Node.js

This is the documentation of the forest-express-sequelize and forest-express-mongoose Node.js agents that will soon reach end-of-support.

forest-express-sequelize v9 and forest-express-mongoose v9 are replaced by @forestadmin/agent v1.

Please check your agent type and version and read on or switch to the right documentation.

Ruby on Rails

Python

PHP

Display Dwolla customers

This example shows you how to create a smart collection to list the customers of your Dwolla account.

1. Define the smart collection

Filterable fields are flagged using isFilterable: true. You will need to enable this option using the collection settings in the Layout Editor.

Customers have isSearchable flag enabled: it means the search input field will be activated on the collection UI.

// forest/dwolla-customers.js
const { collection } = require('forest-express-sequelize');

collection('dwollaCustomers', {
  isSearchable: true,
  actions: [],
  fields: [
    {
      field: 'id',
      type: 'String',
    },
    {
      field: 'firstName',
      type: 'String',
    },
    {
      field: 'lastName',
      type: 'String',
    },
    {
      field: 'fullName',
      type: 'String',
      get: (customer) => {
        return customer.firstName + ' ' + customer.lastName;
      },
    },
    {
      field: 'type',
      type: 'Enum',
      enums: ['unverified', 'personal', 'business', 'receive-only'],
    },
    {
      field: 'email',
      type: 'String',
      isFilterable: true,
    },
    {
      field: 'businessName',
      type: 'String',
      isFilterable: true,
    },
    {
      field: 'created', //created_at
      type: 'Date',
    },
    {
      field: 'status',
      type: 'Enum',
      enums: ['unverified', 'suspended', 'retry', 'document', 'verified'],
      isFilterable: true,
    },
    {
      field: 'fundingSources',
      type: ['String'],
      reference: 'dwollaFundingSources.id',
    },
    {
      field: 'transfers',
      type: ['String'],
      reference: 'dwollaTransfers.id',
    },
  ],
  segments: [],
});

2. Implement the route

The Customers routes implement the Get List and Get One, plus the smart relationships (HasMany):

• Funding Sources

• Transfers

These routes use the Dwolla service described in another section.

// routes/customers.js
const express = require('express');
const {
  PermissionMiddlewareCreator,
  RecordSerializer,
} = require('forest-express-sequelize');

const DwollaService = require('../services/dwolla-service');
let dwollaService = new DwollaService(
  process.env.DWOLLA_APP_KEY,
  process.env.DWOLLA_APP_SECRET,
  process.env.DWOLLA_ENVIRONMENT
);

const MODEL_NAME = 'dwollaCustomers';

const router = express.Router();
const permissionMiddlewareCreator = new PermissionMiddlewareCreator(
  `${MODEL_NAME}`
);

// Get a list of Customers
router.get(
  `/${MODEL_NAME}`,
  permissionMiddlewareCreator.list(),
  (request, response, next) => {
    dwollaService
      .getCustomers(request.query)
      .then(async (result) => {
        const recordSerializer = new RecordSerializer({ name: MODEL_NAME });
        const recordsSerialized = await recordSerializer.serialize(result.list);
        response.send({ ...recordsSerialized, meta: { count: result.count } });
      })
      .catch(next);
  }
);

// Get a Customer
router.get(
  `/${MODEL_NAME}/:recordId`,
  permissionMiddlewareCreator.details(),
  (request, response, next) => {
    const recordId = request.params.recordId;
    dwollaService
      .getCustomer(recordId)
      .then(async (record) => {
        const recordSerializer = new RecordSerializer({ name: MODEL_NAME });
        const recordSerialized = await recordSerializer.serialize(record);
        response.send(recordSerialized);
      })
      .catch(next);
  }
);

router.get(
  `/${MODEL_NAME}/:recordId/relationships/fundingSources`,
  (request, response, next) => {
    const recordId = request.params.recordId;
    dwollaService
      .getCustomerFundingSources(recordId, request.query)
      .then(async (result) => {
        const recordSerializer = new RecordSerializer({
          name: 'dwollaFundingSources',
        });
        const recordsSerialized = await recordSerializer.serialize(result.list);
        response.send({ ...recordsSerialized, meta: { count: result.count } });
      })
      .catch(next);
  }
);

router.get(
  `/${MODEL_NAME}/:recordId/relationships/transfers`,
  (request, response, next) => {
    const recordId = request.params.recordId;
    dwollaService
      .getCustomerTransfers(recordId, request.query)
      .then(async (result) => {
        const recordSerializer = new RecordSerializer({
          name: 'dwollaTransfers',
        });
        const recordsSerialized = await recordSerializer.serialize(result.list);
        response.send({ ...recordsSerialized, meta: { count: result.count } });
      })
      .catch(next);
  }
);

module.exports = router;