Display Dwolla funding sources

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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 funding sources

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.

Funding Sources have the onlyForRelationships enabled: it means that these 2 collections are only accessible via the Dwolla customer relationships.

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

collection('dwollaFundingSources', {
  onlyForRelationships: true,
  actions: [],
  fields: [
    {
      field: 'id',
      type: 'String',
    },
    {
      field: 'status',
      type: 'Enum',
      enums: ['unverified', 'verified'],
    },
    {
      field: 'type',
      type: 'Enum',
      enums: ['bank', 'balance'],
    },
    {
      field: 'bankAccountType',
      type: 'Enum',
      enums: ['checking', 'savings', 'general-ledger', 'loan'],
    },
    {
      field: 'name',
      type: 'String',
    },
    {
      field: 'balance',
      type: 'Json',
    },
    {
      field: 'balanceReadable',
      type: 'String',
      get: (fundingSource) => {
        if (!fundingSource.balance) return null;
        var formatter = new Intl.NumberFormat('en-US', {
          style: 'currency',
          currency: fundingSource.balance.currency,
        });
        return formatter.format(fundingSource.balance.value);
      },
    },
    {
      field: 'removed',
      type: 'Boolean',
    },
    {
      field: 'channels',
      type: ['String'],
    },
    {
      field: 'bankName',
      type: 'String',
    },
    {
      field: 'fingerprint',
      type: 'String',
    },
    {
      field: 'created', //created_at
      type: 'Date',
    },
  ],
  segments: [],
});

2. Implement the route

This route use the Dwolla service described in another section.

// routes/funding-sources.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 = 'dwollaFundingSources';

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

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

module.exports = router;