Merge pull request #98 from tmyracle/teller-p2-service

Feature: Support Teller Part 2: ETL Service

.env.example

@@ -20,6 +20,7 @@ NX_FINICITY_PARTNER_SECRET=
 # Teller API keys (https://teller.io)
 NX_TELLER_SIGNING_SECRET=
 NX_TELLER_APP_ID=
+NX_TELLER_ENV=sandbox
 
 # Email credentials
 NX_POSTMARK_FROM_ADDRESS=account@example.com

apps/server/src/app/lib/endpoint.ts

@@ -43,6 +43,7 @@ import {
     FinicityWebhookHandler,
     PlaidWebhookHandler,
     TellerService,
+    TellerETL,
     TellerWebhookHandler,
     InsightService,
     SecurityPricingService,
@@ -53,7 +54,6 @@ import {
     ProjectionCalculator,
     StripeWebhookHandler,
 } from '@maybe-finance/server/features'
-import { SharedType } from '@maybe-finance/shared'
 import prisma from './prisma'
 import plaid, { getPlaidWebhookUrl } from './plaid'
 import finicity, { getFinicityTxPushUrl, getFinicityWebhookUrl } from './finicity'
@@ -149,8 +149,10 @@ const tellerService = new TellerService(
     logger.child({ service: 'TellerService' }),
     prisma,
     teller,
+    new TellerETL(logger.child({ service: 'TellerETL' }), prisma, teller, cryptoService),
+    cryptoService,
     getTellerWebhookUrl(),
-    true
+    env.NX_TELLER_ENV === 'sandbox'
 )
 
 // account-connection
@@ -158,6 +160,7 @@ const tellerService = new TellerService(
 const accountConnectionProviderFactory = new AccountConnectionProviderFactory({
     plaid: plaidService,
     finicity: finicityService,
+    teller: tellerService,
 })
 
 const transactionStrategy = new TransactionBalanceSyncStrategy(

apps/server/src/env.ts

@@ -43,6 +43,7 @@ const envSchema = z.object({
 
     NX_TELLER_SIGNING_SECRET: z.string().default('REPLACE_THIS'),
     NX_TELLER_APP_ID: z.string().default('REPLACE_THIS'),
+    NX_TELLER_ENV: z.string().default('sandbox'),
 
     NX_SENTRY_DSN: z.string().optional(),
     NX_SENTRY_ENV: z.string().optional(),

apps/workers/src/app/lib/di.ts

@@ -28,6 +28,8 @@ import {
     LoanBalanceSyncStrategy,
     PlaidETL,
     PlaidService,
+    TellerETL,
+    TellerService,
     SecurityPricingProcessor,
     SecurityPricingService,
     TransactionBalanceSyncStrategy,
@@ -55,6 +57,7 @@ import logger from './logger'
 import prisma from './prisma'
 import plaid from './plaid'
 import finicity from './finicity'
+import teller from './teller'
 import postmark from './postmark'
 import stripe from './stripe'
 import env from '../../env'
@@ -124,11 +127,22 @@ const finicityService = new FinicityService(
     env.NX_FINICITY_ENV === 'sandbox'
 )
 
+const tellerService = new TellerService(
+    logger.child({ service: 'TellerService' }),
+    prisma,
+    teller,
+    new TellerETL(logger.child({ service: 'TellerETL' }), prisma, teller, cryptoService),
+    cryptoService,
+    '',
+    env.NX_TELLER_ENV === 'sandbox'
+)
+
 // account-connection
 
 const accountConnectionProviderFactory = new AccountConnectionProviderFactory({
     plaid: plaidService,
     finicity: finicityService,
+    teller: tellerService,
 })
 
 const transactionStrategy = new TransactionBalanceSyncStrategy(

apps/workers/src/app/lib/teller.ts

@@ -0,0 +1,5 @@
+import { TellerApi } from '@maybe-finance/teller-api'
+
+const teller = new TellerApi()
+
+export default teller

apps/workers/src/env.ts

@@ -17,6 +17,7 @@ const envSchema = z.object({
 
     NX_TELLER_SIGNING_SECRET: z.string().default('REPLACE_THIS'),
     NX_TELLER_APP_ID: z.string().default('REPLACE_THIS'),
+    NX_TELLER_ENV: z.string().default('sandbox'),
 
     NX_SENTRY_DSN: z.string().optional(),
     NX_SENTRY_ENV: z.string().optional(),

libs/server/features/src/providers/teller/index.ts

@@ -1,2 +1,3 @@
 export * from './teller.webhook'
 export * from './teller.service'
+export * from './teller.etl'

libs/server/features/src/providers/teller/teller.etl.ts

@@ -0,0 +1,271 @@
+import type { AccountConnection, PrismaClient } from '@prisma/client'
+import type { Logger } from 'winston'
+import { SharedUtil, AccountUtil, type SharedType } from '@maybe-finance/shared'
+import type { TellerApi, TellerTypes } from '@maybe-finance/teller-api'
+import { DbUtil, TellerUtil, type IETL, type ICryptoService } from '@maybe-finance/server/shared'
+import { Prisma } from '@prisma/client'
+import _ from 'lodash'
+import { DateTime } from 'luxon'
+
+export type TellerRawData = {
+    accounts: TellerTypes.Account[]
+    transactions: TellerTypes.Transaction[]
+    transactionsDateRange: SharedType.DateRange<DateTime>
+}
+
+export type TellerData = {
+    accounts: TellerTypes.AccountWithBalances[]
+    transactions: TellerTypes.Transaction[]
+    transactionsDateRange: SharedType.DateRange<DateTime>
+}
+
+type Connection = Pick<
+    AccountConnection,
+    'id' | 'userId' | 'tellerInstitutionId' | 'tellerAccessToken'
+>
+
+export class TellerETL implements IETL<Connection, TellerRawData, TellerData> {
+    public constructor(
+        private readonly logger: Logger,
+        private readonly prisma: PrismaClient,
+        private readonly teller: Pick<
+            TellerApi,
+            'getAccounts' | 'getTransactions' | 'getAccountBalances'
+        >,
+        private readonly crypto: ICryptoService
+    ) {}
+
+    async extract(connection: Connection): Promise<TellerRawData> {
+        if (!connection.tellerInstitutionId) {
+            throw new Error(`connection ${connection.id} is missing tellerInstitutionId`)
+        }
+        if (!connection.tellerAccessToken) {
+            throw new Error(`connection ${connection.id} is missing tellerAccessToken`)
+        }
+
+        const accessToken = this.crypto.decrypt(connection.tellerAccessToken)
+
+        const user = await this.prisma.user.findUniqueOrThrow({
+            where: { id: connection.userId },
+            select: {
+                id: true,
+                tellerUserId: true,
+            },
+        })
+
+        if (!user.tellerUserId) {
+            throw new Error(`user ${user.id} is missing tellerUserId`)
+        }
+
+        // TODO: Check if Teller supports date ranges for transactions
+        const transactionsDateRange = {
+            start: DateTime.now().minus(TellerUtil.TELLER_WINDOW_MAX),
+            end: DateTime.now(),
+        }
+
+        const accounts = await this._extractAccounts(accessToken)
+
+        const transactions = await this._extractTransactions(
+            accessToken,
+            accounts.map((a) => a.id)
+        )
+
+        this.logger.info(
+            `Extracted Teller data for customer ${user.tellerUserId} accounts=${accounts.length} transactions=${transactions.length}`,
+            { connection: connection.id, transactionsDateRange }
+        )
+
+        return {
+            accounts,
+            transactions,
+            transactionsDateRange,
+        }
+    }
+
+    async transform(_connection: Connection, data: TellerData): Promise<TellerData> {
+        return {
+            ...data,
+        }
+    }
+
+    async load(connection: Connection, data: TellerData): Promise<void> {
+        await this.prisma.$transaction([
+            ...this._loadAccounts(connection, data),
+            ...this._loadTransactions(connection, data),
+        ])
+
+        this.logger.info(`Loaded Teller data for connection ${connection.id}`, {
+            connection: connection.id,
+        })
+    }
+
+    private async _extractAccounts(accessToken: string) {
+        const accounts = await this.teller.getAccounts({ accessToken })
+        const accountsWithBalances = await Promise.all(
+            accounts.map(async (a) => {
+                const balance = await this.teller.getAccountBalances({
+                    accountId: a.id,
+                    accessToken,
+                })
+                return { ...a, balance }
+            })
+        )
+        return accountsWithBalances
+    }
+
+    private _loadAccounts(connection: Connection, { accounts }: Pick<TellerData, 'accounts'>) {
+        return [
+            // upsert accounts
+            ...accounts.map((tellerAccount) => {
+                const type = TellerUtil.getType(tellerAccount.type)
+                const classification = AccountUtil.getClassification(type)
+                return this.prisma.account.upsert({
+                    where: {
+                        accountConnectionId_tellerAccountId: {
+                            accountConnectionId: connection.id,
+                            tellerAccountId: tellerAccount.id,
+                        },
+                    },
+                    create: {
+                        type: TellerUtil.getType(tellerAccount.type),
+                        provider: 'teller',
+                        categoryProvider: TellerUtil.tellerTypesToCategory(tellerAccount.type),
+                        subcategoryProvider: tellerAccount.subtype ?? 'other',
+                        accountConnectionId: connection.id,
+                        tellerAccountId: tellerAccount.id,
+                        name: tellerAccount.name,
+                        tellerType: tellerAccount.type,
+                        tellerSubtype: tellerAccount.subtype,
+                        mask: tellerAccount.last_four,
+                        ...TellerUtil.getAccountBalanceData(tellerAccount, classification),
+                    },
+                    update: {
+                        type: TellerUtil.getType(tellerAccount.type),
+                        categoryProvider: TellerUtil.tellerTypesToCategory(tellerAccount.type),
+                        subcategoryProvider: tellerAccount.subtype ?? 'other',
+                        tellerType: tellerAccount.type,
+                        tellerSubtype: tellerAccount.subtype,
+                        ..._.omit(TellerUtil.getAccountBalanceData(tellerAccount, classification), [
+                            'currentBalanceStrategy',
+                            'availableBalanceStrategy',
+                        ]),
+                    },
+                })
+            }),
+            // any accounts that are no longer in Teller should be marked inactive
+            this.prisma.account.updateMany({
+                where: {
+                    accountConnectionId: connection.id,
+                    AND: [
+                        { tellerAccountId: { not: null } },
+                        { tellerAccountId: { notIn: accounts.map((a) => a.id) } },
+                    ],
+                },
+                data: {
+                    isActive: false,
+                },
+            }),
+        ]
+    }
+
+    private async _extractTransactions(accessToken: string, accountIds: string[]) {
+        const accountTransactions = await Promise.all(
+            accountIds.map((accountId) =>
+                SharedUtil.paginate({
+                    pageSize: 1000, // TODO: Check with Teller on max page size
+                    fetchData: async () => {
+                        const transactions = await SharedUtil.withRetry(
+                            () =>
+                                this.teller.getTransactions({
+                                    accountId,
+                                    accessToken: accessToken,
+                                }),
+                            {
+                                maxRetries: 3,
+                            }
+                        )
+
+                        return transactions
+                    },
+                })
+            )
+        )
+
+        return accountTransactions.flat()
+    }
+
+    private _loadTransactions(
+        connection: Connection,
+        {
+            transactions,
+            transactionsDateRange,
+        }: Pick<TellerData, 'transactions' | 'transactionsDateRange'>
+    ) {
+        if (!transactions.length) return []
+
+        const txnUpsertQueries = _.chunk(transactions, 1_000).map((chunk) => {
+            return this.prisma.$executeRaw`
+                INSERT INTO transaction (account_id, teller_transaction_id, date, name, amount, pending, currency_code, merchant_name, teller_type, teller_category)
+                VALUES
+                    ${Prisma.join(
+                        chunk.map((tellerTransaction) => {
+                            const {
+                                id,
+                                account_id,
+                                description,
+                                amount,
+                                status,
+                                type,
+                                details,
+                                date,
+                            } = tellerTransaction
+
+                            return Prisma.sql`(
+                                (SELECT id FROM account WHERE account_connection_id = ${
+                                    connection.id
+                                } AND teller_account_id = ${account_id.toString()}),
+                                ${id},
+                                ${date}::date,
+                                ${[description].filter(Boolean).join(' ')},
+                                ${DbUtil.toDecimal(-amount)},
+                                ${status === 'pending'},
+                                ${'USD'},
+                                ${details.counterparty.name ?? ''},
+                                ${type},
+                                ${details.category ?? ''},
+                            )`
+                        })
+                    )}
+                ON CONFLICT (teller_transaction_id) DO UPDATE
+                SET
+                    name = EXCLUDED.name,
+                    amount = EXCLUDED.amount,
+                    pending = EXCLUDED.pending,
+                    merchant_name = EXCLUDED.merchant_name,
+                    teller_type = EXCLUDED.teller_type,
+                    teller_category = EXCLUDED.teller_category;
+            `
+        })
+
+        return [
+            // upsert transactions
+            ...txnUpsertQueries,
+            // delete teller-specific transactions that are no longer in teller
+            this.prisma.transaction.deleteMany({
+                where: {
+                    account: {
+                        accountConnectionId: connection.id,
+                    },
+                    AND: [
+                        { tellerTransactionId: { not: null } },
+                        { tellerTransactionId: { notIn: transactions.map((t) => `${t.id}`) } },
+                    ],
+                    date: {
+                        gte: transactionsDateRange.start.startOf('day').toJSDate(),
+                        lte: transactionsDateRange.end.endOf('day').toJSDate(),
+                    },
+                },
+            }),
+        ]
+    }
+}

libs/server/features/src/providers/teller/teller.service.ts

@@ -1,5 +1,14 @@
 import type { Logger } from 'winston'
 import type { AccountConnection, PrismaClient, User } from '@prisma/client'
+import type { IInstitutionProvider } from '../../institution'
+import type {
+    AccountConnectionSyncEvent,
+    IAccountConnectionProvider,
+} from '../../account-connection'
+import { SharedUtil } from '@maybe-finance/shared'
+import type { SyncConnectionOptions, CryptoService, IETL } from '@maybe-finance/server/shared'
+import _ from 'lodash'
+import { ErrorUtil, etl } from '@maybe-finance/server/shared'
 import type { TellerApi } from '@maybe-finance/teller-api'
 
 export interface ITellerConnect {
@@ -11,12 +20,107 @@ export interface ITellerConnect {
     ): Promise<{ link: string }>
 }
 
-export class TellerService {
+export class TellerService implements IAccountConnectionProvider, IInstitutionProvider {
     constructor(
         private readonly logger: Logger,
         private readonly prisma: PrismaClient,
         private readonly teller: TellerApi,
+        private readonly etl: IETL<AccountConnection>,
+        private readonly crypto: CryptoService,
         private readonly webhookUrl: string | Promise<string>,
         private readonly testMode: boolean
     ) {}
+
+    async sync(connection: AccountConnection, options?: SyncConnectionOptions) {
+        if (options && options.type !== 'teller') throw new Error('invalid sync options')
+
+        await etl(this.etl, connection)
+    }
+
+    async onSyncEvent(connection: AccountConnection, event: AccountConnectionSyncEvent) {
+        switch (event.type) {
+            case 'success': {
+                await this.prisma.accountConnection.update({
+                    where: { id: connection.id },
+                    data: {
+                        status: 'OK',
+                    },
+                })
+                break
+            }
+            case 'error': {
+                const { error } = event
+
+                await this.prisma.accountConnection.update({
+                    where: { id: connection.id },
+                    data: {
+                        status: 'ERROR',
+                        tellerError: ErrorUtil.isTellerError(error)
+                            ? (error.response.data as any)
+                            : undefined,
+                    },
+                })
+                break
+            }
+        }
+    }
+
+    async delete(connection: AccountConnection) {
+        // purge teller data
+        if (connection.tellerAccessToken && connection.tellerAccountId) {
+            await this.teller.deleteAccount({
+                accessToken: this.crypto.decrypt(connection.tellerAccessToken),
+                accountId: connection.tellerAccountId,
+            })
+
+            this.logger.info(`Item ${connection.tellerAccountId} removed`)
+        }
+    }
+
+    async getInstitutions() {
+        const tellerInstitutions = await SharedUtil.paginate({
+            pageSize: 500,
+            delay:
+                process.env.NODE_ENV !== 'production'
+                    ? {
+                          onDelay: (message: string) => this.logger.debug(message),
+                          milliseconds: 7_000, // Sandbox rate limited at 10 calls / minute
+                      }
+                    : undefined,
+            fetchData: (offset, count) =>
+                SharedUtil.withRetry(
+                    () =>
+                        this.teller.getInstitutions().then((data) => {
+                            this.logger.debug(
+                                `paginated teller fetch inst=${data.institutions.length} (total=${data.institutions.length} offset=${offset} count=${count})`
+                            )
+                            return data.institutions
+                        }),
+                    {
+                        maxRetries: 3,
+                        onError: (error, attempt) => {
+                            this.logger.error(
+                                `Teller fetch institutions request failed attempt=${attempt} offset=${offset} count=${count}`,
+                                { error: ErrorUtil.parseError(error) }
+                            )
+
+                            return !ErrorUtil.isTellerError(error) || error.response.status >= 500
+                        },
+                    }
+                ),
+        })
+
+        return _.uniqBy(tellerInstitutions, (i) => i.id).map((tellerInstitution) => {
+            const { id, name } = tellerInstitution
+            return {
+                providerId: id,
+                name,
+                url: undefined,
+                logo: `https://teller.io/images/banks/${id}.jpg}`,
+                primaryColor: undefined,
+                oauth: undefined,
+                data: tellerInstitution,
+            }
+        })
+    }
 }

libs/server/shared/src/services/queue.service.ts

@@ -41,6 +41,7 @@ export type SyncConnectionOptions =
           products?: Array<'transactions' | 'investment-transactions' | 'holdings' | 'liabilities'>
       }
     | { type: 'finicity'; initialSync?: boolean }
+    | { type: 'teller'; initialSync?: boolean }
 
 export type SyncConnectionQueueJobData = {
     accountConnectionId: AccountConnection['id']

libs/server/shared/src/utils/error-utils.ts

@@ -32,6 +32,15 @@ export function isPlaidError(err: unknown): err is SharedType.AxiosPlaidError {
     return 'error_type' in data && 'error_code' in data && 'error_message' in data
 }
 
+export function isTellerError(err: unknown): err is SharedType.AxiosTellerError {
+    if (!err) return false
+    if (!axios.isAxiosError(err)) return false
+    if (typeof err.response?.data !== 'object') return false
+
+    const { data } = err.response
+    return 'code' in data.error && 'message' in data.error
+}
+
 export function parseError(error: unknown): SharedType.ParsedError {
     if (isPlaidError(error)) {
         return parsePlaidError(error)

libs/server/shared/src/utils/index.ts

@@ -2,6 +2,7 @@ export * as AuthUtil from './auth-utils'
 export * as DbUtil from './db-utils'
 export * as FinicityUtil from './finicity-utils'
 export * as PlaidUtil from './plaid-utils'
+export * as TellerUtil from './teller-utils'
 export * as ErrorUtil from './error-utils'
 
 // All "generic" server utils grouped here

libs/server/shared/src/utils/teller-utils.ts

@@ -0,0 +1,63 @@
+import {
+    Prisma,
+    AccountCategory,
+    AccountType,
+    type AccountClassification,
+    type Account,
+} from '@prisma/client'
+import type { TellerTypes } from '@maybe-finance/teller-api'
+import { Duration } from 'luxon'
+
+/**
+ * Update this with the max window that Teller supports
+ */
+export const TELLER_WINDOW_MAX = Duration.fromObject({ years: 1 })
+
+export function getAccountBalanceData(
+    { balances, currency }: Pick<TellerTypes.AccountWithBalances, 'balances' | 'currency'>,
+    classification: AccountClassification
+): Pick<
+    Account,
+    | 'currentBalanceProvider'
+    | 'currentBalanceStrategy'
+    | 'availableBalanceProvider'
+    | 'availableBalanceStrategy'
+    | 'currencyCode'
+> {
+    // Flip balance values to positive for liabilities
+    const sign = classification === 'liability' ? -1 : 1
+
+    return {
+        currentBalanceProvider: new Prisma.Decimal(
+            balances.ledger ? sign * Number(balances.ledger) : 0
+        ),
+        currentBalanceStrategy: 'current',
+        availableBalanceProvider: new Prisma.Decimal(
+            balances.available ? sign * Number(balances.available) : 0
+        ),
+        availableBalanceStrategy: 'available',
+        currencyCode: currency,
+    }
+}
+
+export function getType(type: TellerTypes.AccountTypes): AccountType {
+    switch (type) {
+        case 'depository':
+            return AccountType.DEPOSITORY
+        case 'credit':
+            return AccountType.CREDIT
+        default:
+            return AccountType.OTHER_ASSET
+    }
+}
+
+export function tellerTypesToCategory(tellerType: TellerTypes.AccountTypes): AccountCategory {
+    switch (tellerType) {
+        case 'depository':
+            return AccountCategory.cash
+        case 'credit':
+            return AccountCategory.credit
+        default:
+            return AccountCategory.other
+    }
+}

libs/shared/src/types/general-types.ts

@@ -1,6 +1,7 @@
 import type { Prisma } from '@prisma/client'
 import type { PlaidError } from 'plaid'
 import type { AxiosError } from 'axios'
+import type { TellerTypes } from '@maybe-finance/teller-api'
 import type { Contexts, Primitive } from '@sentry/types'
 import type DecimalJS from 'decimal.js'
 import type { O } from 'ts-toolbelt'
@@ -79,6 +80,11 @@ export type ParsedError = {
 
 export type AxiosPlaidError = O.Required<AxiosError<PlaidError>, 'response' | 'config'>
 
+export type AxiosTellerError = O.Required<
+    AxiosError<TellerTypes.TellerError>,
+    'response' | 'config'
+>
+
 export type StatusPageResponse = {
     page?: {
         id?: string

libs/teller-api/src/teller-api.ts

@@ -9,6 +9,13 @@ import type {
     DeleteAccountResponse,
     GetAccountDetailsResponse,
     GetInstitutionsResponse,
+    AuthenticatedRequest,
+    GetAccountRequest,
+    DeleteAccountRequest,
+    GetAccountDetailsRequest,
+    GetAccountBalancesRequest,
+    GetTransactionsRequest,
+    GetTransactionRequest,
 } from './types'
 import axios from 'axios'
 import * as fs from 'fs'
@@ -26,8 +33,8 @@ export class TellerApi {
      * https://teller.io/docs/api/accounts
      */
 
-    async getAccounts(): Promise<GetAccountsResponse> {
-        return this.get<GetAccountsResponse>(`/accounts`)
+    async getAccounts({ accessToken }: AuthenticatedRequest): Promise<GetAccountsResponse> {
+        return this.get<GetAccountsResponse>(`/accounts`, accessToken)
     }
 
     /**
@@ -36,8 +43,8 @@ export class TellerApi {
      * https://teller.io/docs/api/accounts
      */
 
-    async getAccount(accountId: string): Promise<GetAccountResponse> {
-        return this.get<GetAccountResponse>(`/accounts/${accountId}`)
+    async getAccount({ accountId, accessToken }: GetAccountRequest): Promise<GetAccountResponse> {
+        return this.get<GetAccountResponse>(`/accounts/${accountId}`, accessToken)
     }
 
     /**
@@ -46,8 +53,11 @@ export class TellerApi {
      * https://teller.io/docs/api/accounts
      */
 
-    async deleteAccount(accountId: string): Promise<DeleteAccountResponse> {
-        return this.delete<DeleteAccountResponse>(`/accounts/${accountId}`)
+    async deleteAccount({
+        accountId,
+        accessToken,
+    }: DeleteAccountRequest): Promise<DeleteAccountResponse> {
+        return this.delete<DeleteAccountResponse>(`/accounts/${accountId}`, accessToken)
     }
 
     /**
@@ -56,8 +66,11 @@ export class TellerApi {
      * https://teller.io/docs/api/account/details
      */
 
-    async getAccountDetails(accountId: string): Promise<GetAccountDetailsResponse> {
-        return this.get<GetAccountDetailsResponse>(`/accounts/${accountId}/details`)
+    async getAccountDetails({
+        accountId,
+        accessToken,
+    }: GetAccountDetailsRequest): Promise<GetAccountDetailsResponse> {
+        return this.get<GetAccountDetailsResponse>(`/accounts/${accountId}/details`, accessToken)
     }
 
     /**
@@ -66,8 +79,11 @@ export class TellerApi {
      * https://teller.io/docs/api/account/balances
      */
 
-    async getAccountBalances(accountId: string): Promise<GetAccountBalancesResponse> {
-        return this.get<GetAccountBalancesResponse>(`/accounts/${accountId}/balances`)
+    async getAccountBalances({
+        accountId,
+        accessToken,
+    }: GetAccountBalancesRequest): Promise<GetAccountBalancesResponse> {
+        return this.get<GetAccountBalancesResponse>(`/accounts/${accountId}/balances`, accessToken)
     }
 
     /**
@@ -76,8 +92,11 @@ export class TellerApi {
      * https://teller.io/docs/api/transactions
      */
 
-    async getTransactions(accountId: string): Promise<GetTransactionsResponse> {
-        return this.get<GetTransactionsResponse>(`/accounts/${accountId}/transactions`)
+    async getTransactions({
+        accountId,
+        accessToken,
+    }: GetTransactionsRequest): Promise<GetTransactionsResponse> {
+        return this.get<GetTransactionsResponse>(`/accounts/${accountId}/transactions`, accessToken)
     }
 
     /**
@@ -86,12 +105,14 @@ export class TellerApi {
      * https://teller.io/docs/api/transactions
      */
 
-    async getTransaction(
-        accountId: string,
-        transactionId: string
-    ): Promise<GetTransactionResponse> {
+    async getTransaction({
+        accountId,
+        transactionId,
+        accessToken,
+    }: GetTransactionRequest): Promise<GetTransactionResponse> {
         return this.get<GetTransactionResponse>(
-            `/accounts/${accountId}/transactions/${transactionId}`
+            `/accounts/${accountId}/transactions/${transactionId}`,
+            accessToken
         )
     }
 
@@ -101,21 +122,21 @@ export class TellerApi {
      * https://teller.io/docs/api/identity
      */
 
-    async getIdentity(): Promise<GetIdentityResponse> {
-        return this.get<GetIdentityResponse>(`/identity`)
+    async getIdentity({ accessToken }: AuthenticatedRequest): Promise<GetIdentityResponse> {
+        return this.get<GetIdentityResponse>(`/identity`, accessToken)
     }
 
     /**
-     * Get list of supported institutions
+     * Get list of supported institutions, access token not needed
      *
      * https://teller.io/docs/api/identity
      */
 
     async getInstitutions(): Promise<GetInstitutionsResponse> {
-        return this.get<GetInstitutionsResponse>(`/institutions`)
+        return this.get<GetInstitutionsResponse>(`/institutions`, '')
     }
 
-    private async getApi(): Promise<AxiosInstance> {
+    private async getApi(accessToken: string): Promise<AxiosInstance> {
         const cert = fs.readFileSync('../../../certs/teller-certificate.pem', 'utf8')
         const key = fs.readFileSync('../../../certs/teller-private-key.pem', 'utf8')
 
@@ -133,6 +154,15 @@ export class TellerApi {
                     Accept: 'application/json',
                 },
             })
+
+            this.api.interceptors.request.use((config) => {
+                // Add the access_token to the auth object
+                config.auth = {
+                    username: 'ACCESS_TOKEN',
+                    password: accessToken,
+                }
+                return config
+            })
         }
 
         return this.api
@@ -141,30 +171,33 @@ export class TellerApi {
     /** Generic API GET request method */
     private async get<TResponse>(
         path: string,
+        accessToken: string,
         params?: any,
         config?: AxiosRequestConfig
     ): Promise<TResponse> {
-        const api = await this.getApi()
+        const api = await this.getApi(accessToken)
         return api.get<TResponse>(path, { params, ...config }).then(({ data }) => data)
     }
 
     /** Generic API POST request method */
     private async post<TResponse>(
         path: string,
+        accessToken: string,
         body?: any,
         config?: AxiosRequestConfig
     ): Promise<TResponse> {
-        const api = await this.getApi()
+        const api = await this.getApi(accessToken)
         return api.post<TResponse>(path, body, config).then(({ data }) => data)
     }
 
     /** Generic API DELETE request method */
     private async delete<TResponse>(
         path: string,
+        accessToken: string,
         params?: any,
         config?: AxiosRequestConfig
     ): Promise<TResponse> {
-        const api = await this.getApi()
+        const api = await this.getApi(accessToken)
         return api.delete<TResponse>(path, { params, ...config }).then(({ data }) => data)
     }
 }

libs/teller-api/src/types/account-balance.ts

@@ -1,4 +1,5 @@
 // https://teller.io/docs/api/account/balances
+import type { AuthenticatedRequest } from './authentication'
 
 export type AccountBalance = {
     account_id: string
@@ -11,3 +12,6 @@ export type AccountBalance = {
 }
 
 export type GetAccountBalancesResponse = AccountBalance
+export interface GetAccountBalancesRequest extends AuthenticatedRequest {
+    accountId: string
+}

libs/teller-api/src/types/account-details.ts

@@ -1,5 +1,7 @@
 // https://teller.io/docs/api/account/details
 
+import type { AuthenticatedRequest } from './authentication'
+
 export type AccountDetails = {
     account_id: string
     account_number: string
@@ -15,3 +17,6 @@ export type AccountDetails = {
 }
 
 export type GetAccountDetailsResponse = AccountDetails
+export interface GetAccountDetailsRequest extends AuthenticatedRequest {
+    accountId: string
+}

libs/teller-api/src/types/accounts.ts

@@ -1,7 +1,14 @@
 // https://teller.io/docs/api/accounts
+import type { AccountBalance } from './account-balance'
+import type { AuthenticatedRequest } from './authentication'
 
 export type AccountTypes = 'depository' | 'credit'
 
+export enum AccountType {
+    'depository',
+    'credit',
+}
+
 export type DepositorySubtypes =
     | 'checking'
     | 'savings'
@@ -42,6 +49,16 @@ interface CreditAccount extends BaseAccount {
 
 export type Account = DepositoryAccount | CreditAccount
 
-export type GetAccountsResponse = { accounts: Account[] }
+export type AccountWithBalances = Account & {
+    balances: AccountBalance
+}
+
+export type GetAccountsResponse = Account[]
 export type GetAccountResponse = Account
 export type DeleteAccountResponse = void
+
+export interface GetAccountRequest extends AuthenticatedRequest {
+    accountId: string
+}
+
+export type DeleteAccountRequest = GetAccountRequest

libs/teller-api/src/types/authentication.ts

@@ -3,3 +3,7 @@
 export type AuthenticationResponse = {
     token: string
 }
+
+export type AuthenticatedRequest = {
+    accessToken: string
+}

libs/teller-api/src/types/error.ts

@@ -0,0 +1,6 @@
+export type TellerError = {
+    error: {
+        code: string
+        message: string
+    }
+}

libs/teller-api/src/types/index.ts

@@ -2,6 +2,7 @@ export * from './accounts'
 export * from './account-balance'
 export * from './account-details'
 export * from './authentication'
+export * from './error'
 export * from './identity'
 export * from './institutions'
 export * from './transactions'

libs/teller-api/src/types/transactions.ts

@@ -1,5 +1,7 @@
 // https://teller.io/docs/api/account/transactions
 
+import type { AuthenticatedRequest } from './authentication'
+
 type DetailCategory =
     | 'accommodation'
     | 'advertising'
@@ -57,3 +59,10 @@ export type Transaction = {
 
 export type GetTransactionsResponse = Transaction[]
 export type GetTransactionResponse = Transaction
+export interface GetTransactionsRequest extends AuthenticatedRequest {
+    accountId: string
+}
+export interface GetTransactionRequest extends AuthenticatedRequest {
+    accountId: string
+    transactionId: string
+}

prisma/migrations/20240115222631_add_fields_for_teller/migration.sql

@@ -0,0 +1,37 @@
+/*
+  Warnings:
+
+  - A unique constraint covering the columns `[account_connection_id,teller_account_id]` on the table `account` will be added. If there are existing duplicate values, this will fail.
+  - A unique constraint covering the columns `[teller_transaction_id]` on the table `transaction` will be added. If there are existing duplicate values, this will fail.
+  - A unique constraint covering the columns `[teller_user_id]` on the table `user` will be added. If there are existing duplicate values, this will fail.
+
+*/
+-- AlterEnum
+ALTER TYPE "AccountConnectionType" ADD VALUE 'teller';
+
+-- AlterTable
+ALTER TABLE "account" ADD COLUMN     "teller_account_id" TEXT,
+ADD COLUMN     "teller_type" TEXT;
+
+-- AlterTable
+ALTER TABLE "account_connection" ADD COLUMN     "teller_access_token" TEXT,
+ADD COLUMN     "teller_account_id" TEXT,
+ADD COLUMN     "teller_error" JSONB,
+ADD COLUMN     "teller_institution_id" TEXT;
+
+-- AlterTable
+ALTER TABLE "transaction" ADD COLUMN     "teller_category" TEXT,
+ADD COLUMN     "teller_transaction_id" TEXT,
+ADD COLUMN     "teller_type" TEXT;
+
+-- AlterTable
+ALTER TABLE "user" ADD COLUMN     "teller_user_id" TEXT;
+
+-- CreateIndex
+CREATE UNIQUE INDEX "account_account_connection_id_teller_account_id_key" ON "account"("account_connection_id", "teller_account_id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "transaction_teller_transaction_id_key" ON "transaction"("teller_transaction_id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "user_teller_user_id_key" ON "user"("teller_user_id");

prisma/migrations/20240116023100_add_additional_teller_fields/migration.sql

@@ -0,0 +1,5 @@
+-- AlterEnum
+ALTER TYPE "AccountProvider" ADD VALUE 'teller';
+
+-- AlterTable
+ALTER TABLE "account" ADD COLUMN     "teller_subtype" TEXT;

prisma/schema.prisma

@@ -43,6 +43,7 @@ enum AccountSyncStatus {
 enum AccountConnectionType {
   plaid
   finicity
+  teller
 }
 
 model AccountConnection {
@@ -69,6 +70,12 @@ model AccountConnection {
   finicityInstitutionId      String? @map("finicity_institution_id")
   finicityError              Json?   @map("finicity_error")
 
+  // teller data
+  tellerAccountId     String? @map("teller_account_id")
+  tellerAccessToken   String? @map("teller_access_token")
+  tellerInstitutionId String? @map("teller_institution_id")
+  tellerError         Json?   @map("teller_error")
+
   accounts Account[]
 
   @@index([userId])
@@ -102,6 +109,7 @@ enum AccountProvider {
   user
   plaid
   finicity
+  teller
 }
 
 enum AccountBalanceStrategy {
@@ -152,6 +160,11 @@ model Account {
   finicityType      String? @map("finicity_type")
   finicityDetail    Json?   @map("finicity_detail") @db.JsonB
 
+  // teller data
+  tellerAccountId String? @map("teller_account_id")
+  tellerType      String? @map("teller_type")
+  tellerSubtype   String? @map("teller_subtype")
+
   // manual account data
   vehicleMeta  Json? @map("vehicle_meta") @db.JsonB
   propertyMeta Json? @map("property_meta") @db.JsonB
@@ -172,6 +185,7 @@ model Account {
 
   @@unique([accountConnectionId, plaidAccountId])
   @@unique([accountConnectionId, finicityAccountId])
+  @@unique([accountConnectionId, tellerAccountId])
   @@index([accountConnectionId])
   @@index([userId])
   @@map("account")
@@ -346,6 +360,11 @@ model Transaction {
   finicityType           String? @map("finicity_type")
   finicityCategorization Json?   @map("finicity_categorization") @db.JsonB
 
+  // teller data
+  tellerTransactionId String? @unique @map("teller_transaction_id")
+  tellerType          String? @map("teller_type")
+  tellerCategory      String? @map("teller_category")
+
   @@index([accountId, date])
   @@index([amount])
   @@map("transaction")
@@ -430,6 +449,9 @@ model User {
   // plaid data
   plaidLinkToken String? @map("plaid_link_token") // temporary token stored to maintain state across browsers
 
+  // teller data
+  tellerUserId String? @unique @map("teller_user_id")
+
   // Onboarding / usage goals
   household             Household?
   state                 String?