JWT-update_8

plaid_client.py

@@ -37,29 +37,32 @@ plaid_client = _make_client()
 # ---------- Balances ----------
 
 def get_balances(access_token: str) -> str:
-    """Returns formatted balance snapshot for the LLM prompt."""
     request = AccountsBalanceGetRequest(access_token=access_token)
     response = plaid_client.accounts_balance_get(request)
 
     lines = ["USER'S CURRENT ACCOUNT BALANCES:"]
     for account in response['accounts']:
-        name     = account['name']
-        subtype  = account['subtype']       # 'checking', 'credit card', etc.
-        current  = account['balances']['current']
-        
+        name    = account['name']
+        subtype = account['subtype']
+        current = account['balances']['current']
+
+        if current is None:
+            continue
+
         if subtype == 'credit card':
             limit     = account['balances']['limit'] or 0
             available = account['balances']['available'] or (limit - current)
             lines.append(
-                f"- {name} (Visa/Credit): "
+                f"- {name} (Credit Card): "
                 f"${current:.2f} owing, ${available:.2f} available"
             )
+        elif subtype in ['mortgage', 'line of credit']:
+            lines.append(f"- {name} ({subtype}): ${current:.2f} outstanding")
         else:
-            lines.append(f"- {name} (Chequing): ${current:.2f}")
+            lines.append(f"- {name} ({subtype}): ${current:.2f}")
 
     return "\n".join(lines)
 
-
 # ---------- Transactions ----------
 
 def get_transactions(access_token: str, days: int = 30) -> str: