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import streamlit as st
import requests
import base64
import uuid
import os
from dotenv import load_dotenv, dotenv_values
from datetime import datetime, date
from plaid.model.products import Products
from plaid.model.country_code import CountryCode
from plaid.model.link_token_create_request import LinkTokenCreateRequest
from plaid.configuration import Configuration
from plaid.api_client import ApiClient
from plaid.api.plaid_api import PlaidApi
import stripe
# Set page config
st.set_page_config(
page_title="TransactPro: Unified Financial Platform",
page_icon="💳",
layout="wide",
)
# Title of the app
st.title("TransactPro: Unified Financial Platform")
st.subheader("Made by Citibank Demo Business Inc.")
# Sidebar for API keys and configuration
st.sidebar.header("API Configuration")
# File uploader for .env file
st.sidebar.subheader("Upload .env File")
uploaded_env = st.sidebar.file_uploader("Choose a .env file", type="env")
if uploaded_env:
env_data = dotenv_values(stream=uploaded_env)
st.sidebar.success("Environment variables loaded!")
else:
st.sidebar.info("You can upload your .env file to automatically load environment variables.")
# Load environment variables either from uploaded .env or default system
def get_env_var(key, default=""):
return env_data.get(key) if uploaded_env else os.getenv(key, default)
# Modern Treasury Configuration
st.sidebar.subheader("Modern Treasury")
mt_api_key = st.sidebar.text_input("Modern Treasury API Key", type="password", value=get_env_var('MT_API_KEY'))
mt_organization_id = st.sidebar.text_input("Organization ID", value=get_env_var('MT_ORG_ID'))
# Citibank API Configuration
st.sidebar.subheader("Citibank API")
citibank_client_id = st.sidebar.text_input("Citibank Client ID", value=get_env_var('CITIBANK_CLIENT_ID'))
citibank_client_secret = st.sidebar.text_input("Citibank Client Secret", type="password", value=get_env_var('CITIBANK_CLIENT_SECRET'))
citibank_api_key = st.sidebar.text_input("Citibank API Key", value=get_env_var('CITIBANK_API_KEY'))
# Plaid API Configuration
st.sidebar.subheader("Plaid API")
plaid_client_id = st.sidebar.text_input("Plaid Client ID", value=get_env_var('PLAID_CLIENT_ID'))
plaid_secret = st.sidebar.text_input("Plaid Secret", type="password", value=get_env_var('PLAID_SECRET'))
plaid_env = st.sidebar.selectbox("Plaid Environment", ["sandbox", "development", "production"], index=0)
# Stripe API Configuration
st.sidebar.subheader("Stripe API")
stripe_api_key = st.sidebar.text_input("Stripe API Key", type="password", value=get_env_var('STRIPE_API_KEY'))
if stripe_api_key:
stripe.api_key = stripe_api_key
# Main application
endpoint_choice = st.selectbox("Choose Service", [
"Citibank API",
"Plaid API",
"Stripe API",
"Modern Treasury",
])
# Helper functions
def create_basic_auth_header(org_id, api_key):
credentials = f"{org_id}:{api_key}"
base64_credentials = base64.b64encode(credentials.encode()).decode('utf-8')
return f"Basic {base64_credentials}"
def fetch_modern_treasury_data(api_key, org_id, endpoint):
base_url = "https://app.moderntreasury.com/api/"
endpoints = {
"Payment Orders": "payment_orders",
"Expected Payments": "expected_payments",
"Returns": "returns",
"Incoming Payment Details": "incoming_payment_details",
"Counterparties": "counterparties",
"Internal Accounts": "internal_accounts",
"Ledgers": "ledgers",
"Ledger Accounts": "ledger_accounts"
}
url = base_url + endpoints[endpoint]
headers = {
"Authorization": create_basic_auth_header(org_id, api_key)
}
response = requests.get(url, headers=headers)
if response.status_code == 200:
return response.json()
else:
st.error(f"Error: {response.status_code} - {response.text}")
return None
# Citibank Service Class
class CitibankService:
def __init__(self, client_id, client_secret, api_key):
self.client_id = client_id
self.client_secret = client_secret
self.api_key = api_key
self.token_url = "https://sandbox.apihub.citi.com/gcb/api/clientCredentials/oauth2/token/us/gcb"
self.base_url = "https://sandbox.apihub.citi.com/gcb/api/v1"
def get_access_token(self):
payload = {
"grant_type": "client_credentials",
"scope": "accounts_details_transactions"
}
headers = {
"Authorization": f"Basic {self._encode_credentials()}",
"Content-Type": "application/x-www-form-urlencoded"
}
response = requests.post(self.token_url, data=payload, headers=headers)
if response.status_code == 200:
return response.json()["access_token"]
else:
st.error(f"Error obtaining access token: {response.text}")
return None
def get_accounts(self, access_token):
headers = {
"Authorization": f"Bearer {access_token}",
"client_id": self.client_id,
"uuid": str(uuid.uuid4()),
"Accept": "application/json"
}
url = f"{self.base_url}/accounts"
response = requests.get(url, headers=headers)
if response.status_code == 200:
return response.json()
else:
st.error(f"Error fetching accounts: {response.text}")
return None
def get_transactions(self, access_token, account_id, from_date, to_date):
headers = {
"Authorization": f"Bearer {access_token}",
"client_id": self.client_id,
"uuid": str(uuid.uuid4()),
"Accept": "application/json"
}
params = {
"transactionFromDate": from_date,
"transactionToDate": to_date
}
url = f"{self.base_url}/accounts/{account_id}/transactions"
response = requests.get(url, headers=headers, params=params)
if response.status_code == 200:
return response.json()
else:
st.error(f"Error fetching transactions: {response.text}")
return None
def _encode_credentials(self):
credentials = f"{self.client_id}:{self.client_secret}"
return base64.b64encode(credentials.encode()).decode()
# Plaid Service Class
class PlaidService:
def __init__(self, client_id, secret, environment):
configuration = Configuration(
host=f"https://{environment}.plaid.com",
api_key={
'clientId': client_id,
'secret': secret,
}
)
api_client = ApiClient(configuration)
self.client = PlaidApi(api_client)
def create_link_token(self):
request = LinkTokenCreateRequest(
products=[Products('auth')],
client_name='TransactPro',
country_codes=[CountryCode('US')],
user={'client_user_id': str(uuid.uuid4())},
language='en'
)
response = self.client.link_token_create(request)
return response.link_token
def exchange_public_token(self, public_token):
response = self.client.item_public_token_exchange({'public_token': public_token})
return response.access_token
def get_accounts(self, access_token):
response = self.client.accounts_get({'access_token': access_token})
return response.accounts
def get_transactions(self, access_token, start_date, end_date):
response = self.client.transactions_get({
'access_token': access_token,
'start_date': start_date,
'end_date': end_date
})
return response.transactions
# Main application logic
if endpoint_choice == "Citibank API":
st.header("Citibank API Integration")
if not citibank_client_id or not citibank_client_secret or not citibank_api_key:
st.error("Please provide Citibank API credentials in the sidebar.")
else:
citibank_service = CitibankService(citibank_client_id, citibank_client_secret, citibank_api_key)
access_token = citibank_service.get_access_token()
if access_token:
citibank_action = st.selectbox("Choose an action", [
"Retrieve Account Details",
"Retrieve Transactions"
])
if citibank_action == "Retrieve Account Details":
data = citibank_service.get_accounts(access_token)
if data:
st.json(data)
elif citibank_action == "Retrieve Transactions":
account_id = st.text_input("Enter Account ID")
from_date = st.date_input("From Date", value=date.today())
to_date = st.date_input("To Date", value=date.today())
if account_id and from_date and to_date:
data = citibank_service.get_transactions(
access_token, account_id, from_date.strftime("%Y-%m-%d"), to_date.strftime("%Y-%m-%d")
)
if data:
st.json(data)
else:
st.info("Please enter Account ID and select From and To dates.")
elif endpoint_choice == "Plaid API":
st.header("Plaid API Integration")
if not plaid_client_id or not plaid_secret:
st.error("Please provide Plaid API credentials in the sidebar.")
else:
plaid_service = PlaidService(plaid_client_id, plaid_secret, plaid_env)
st.write("Initializing Plaid Link...")
link_token = plaid_service.create_link_token()
st.write("Link Token created. Use this token in your frontend to initialize Plaid Link.")
st.code(link_token, language='text')
public_token = st.text_input("Enter Public Token (from Plaid Link)")
if public_token:
access_token_response = plaid_service.exchange_public_token(public_token)
access_token = access_token_response['access_token']
st.write("Access Token obtained.")
st.code(access_token, language='text')
plaid_action = st.selectbox("Choose an action", [
"Get Accounts",
"Get Transactions"
])
if plaid_action == "Get Accounts":
accounts = plaid_service.get_accounts(access_token)
st.json(accounts)
elif plaid_action == "Get Transactions":
start_date = st.date_input("Start Date", value=date.today())
end_date = st.date_input("End Date", value=date.today())
if start_date and end_date:
transactions = plaid_service.get_transactions(
access_token, start_date.strftime("%Y-%m-%d"), end_date.strftime("%Y-%m-%d")
)
st.json(transactions)
else:
st.info("Please select Start and End dates.")
elif endpoint_choice == "Stripe API":
st.header("Stripe API Integration")
if not stripe_api_key:
st.error("Please provide the Stripe API Key in the sidebar.")
else:
stripe_action = st.selectbox("Choose an action", [
"Create Account Link",
"Create Account Session"
])
if stripe_action == "Create Account Link":
account_id = st.text_input("Enter Connected Account ID")
if account_id:
try:
account_link = stripe.AccountLink.create(
account=account_id,
refresh_url="https://example.com/reauth",
return_url="https://example.com/return",
type="account_onboarding",
)
st.write("Account Link created:")
st.write(account_link.url)
except Exception as e:
st.error(f"Error: {e}")
else:
st.info("Please enter a Connected Account ID.")
elif stripe_action == "Create Account Session":
account_id = st.text_input("Enter Connected Account ID")
if account_id:
try:
account_session = stripe.AccountSession.create(
account=account_id,
components={
"account_onboarding": {"enabled": True},
"payments": {"enabled": True},
"payouts": {"enabled": True},
"balances": {"enabled": True},
}
)
st.write("Account Session created:")
st.write("Client Secret:")
st.code(account_session.client_secret, language='text')
except Exception as e:
st.error(f"Error: {e}")
else:
st.info("Please enter a Connected Account ID.")
elif endpoint_choice == "Modern Treasury":
st.header("Modern Treasury API Integration")
endpoint = st.selectbox("Choose Endpoint", [
"Payment Orders",
"Expected Payments",
"Returns",
"Incoming Payment Details",
"Counterparties",
"Internal Accounts",
"Ledgers",
"Ledger Accounts"
])
if st.button("Fetch Data"):
if mt_api_key and mt_organization_id:
data = fetch_modern_treasury_data(mt_api_key, mt_organization_id, endpoint)
if data:
st.json(data)
else:
st.error("Please provide both a valid API key and Organization ID.")
# Display footer
st.sidebar.markdown("Powered by Streamlit")
st.sidebar.markdown("Made by Citibank Demo Business Inc.")
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