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Plaid Integration Backend Documentation

This document provides a comprehensive overview of the backend system for integrating Plaid services. The goal is to guide further development and maintenance.

Project Structure

The backend files are organized as follows:

api/v1

This directory contains API routes grouped by functionality:

  • Plaid Integration

    • plaid/create_link_token/route.js: Handles the creation of Plaid link tokens.
    • plaid/set_access_token/route.js: Manages the exchange of public tokens for access tokens.
    • plaid/transactions/route.js: Retrieves transaction data.
    • plaid/transactions/all/route.js: Fetches all transactions.
    • plaid/accounts/route.js: Retrieves account details from Plaid.
    • plaid/categories/route.js: Fetches Plaid categories.

  • User Management

    • user/route.js: Handles user-specific operations.
    • user/charts/route.js: Manages user charts.
    • user/dashboard/route.js: Provides user dashboard data.
    • user/item/[id]/route.js: Handles specific user item operations.
    • user/users/route.js: Manages multiple users.
    • user/users/pay/route.js: Handles payment-related user operations.

  • Chat Functionality

    • chat/route.js: General chat operations.
    • chat/all/route.js: Manages all chat data.
    • chat/[id]/route.js: Retrieves chat details by ID.

  • Transactions

    • transaction/getData/route.js: Handles transaction-related data retrieval.

  • AI Response

    • aiResponse/route.js: Handles AI-generated responses.

actions

Contains utility functions for various operations:

  • user.js: User-related operations.
  • auth.js: Authentication operations.
  • chat.ts: Chat-related operations.
  • stripe.js: Handles Stripe payment integration.

api/auth

  • [...nextauth]/route.js: Configures authentication using NextAuth.js.

Key Functionalities

1. Plaid Integration

The Plaid routes form the core of the backend for interacting with Plaid’s API.

  • Create Link Token

    • File: api/v1/plaid/create_link_token/route.js
    • Purpose: Generates a link token for initiating the Plaid connection.
    • Endpoint: /api/v1/plaid/create_link_token
    • Methods:
      • POST: Creates and returns a link token.

  • Set Access Token

    • File: api/v1/plaid/set_access_token/route.js
    • Purpose: Exchanges a public token for an access token.
    • Endpoint: /api/v1/plaid/set_access_token
    • Methods:
      • POST: Accepts a public token and returns an access token.

  • Retrieve Transactions

    • File: api/v1/plaid/transactions/route.js
    • Purpose: Fetches recent transactions for a connected account.
    • Endpoint: /api/v1/plaid/transactions
    • Methods:
      • GET: Retrieves transactions.

  • Retrieve All Transactions

    • File: api/v1/plaid/transactions/all/route.js
    • Purpose: Fetches all available transactions for a connected account.
    • Endpoint: /api/v1/plaid/transactions/all
    • Methods:
      • GET: Retrieves all transactions.

  • Retrieve Accounts

    • File: api/v1/plaid/accounts/route.js
    • Purpose: Fetches details of linked accounts.
    • Endpoint: /api/v1/plaid/accounts
    • Methods:
      • GET: Retrieves account details.

  • Fetch Categories

    • File: api/v1/plaid/categories/route.js
    • Purpose: Fetches categories provided by Plaid.
    • Endpoint: /api/v1/plaid/categories
    • Methods:
      • GET: Retrieves categories.

2. User Management

Handles operations related to user data and management.

  • User Dashboard

    • File: api/v1/user/dashboard/route.js
    • Purpose: Provides data for the user dashboard.
    • Endpoint: /api/v1/user/dashboard

  • User Payments

    • File: api/v1/user/users/pay/route.js
    • Purpose: Manages user payment-related operations.
    • Endpoint: /api/v1/user/users/pay

3. Chat Functionality

Provides APIs to manage chat operations and retrieve chat data.

4. Authentication

The backend uses NextAuth.js for user authentication, defined in api/auth/[...nextauth]/route.js.

Development Notes

Environment Variables

Ensure the following environment variables are set:

  • PLAID_CLIENT_ID
  • PLAID_SECRET
  • PLAID_ENV (e.g., sandbox, development, production)
  • NEXTAUTH_SECRET
  • STRIPE_API_KEY (if Stripe integration is used)

Middleware and Authentication

  • Most API routes should include middleware to validate user sessions.
  • Ensure sensitive routes use proper authentication mechanisms.

Future Enhancements

  1. Improved Error Handling
    • Centralize error handling to ensure consistent error messages.
  2. Logging and Monitoring
    • Integrate a logging library (e.g., Winston) to monitor API usage and errors.
  3. API Documentation
    • Use Swagger or Postman to create interactive API documentation.
  4. Unit Testing
    • Add test coverage for all endpoints using Jest or Mocha.
  5. Rate Limiting
    • Implement rate limiting for Plaid API endpoints to avoid hitting API limits.
  6. Caching
    • Introduce caching for frequently requested data like categories.

This documentation is a starting point and can be expanded as new features are added.