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UPGRADING.md

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Upgrading from 13.0.0 to 14.0.0

See the CHANGELOG for what needs to be updated.

Upgrading from 3.x.x to 4.0.0

Version 4.0.0 supports Plaid's new API. Use the transition guide to update your integration.

Upgrading from 2.x.x to 3.0.0

Version 3.0.0 makes Plaid::Institution use new institutions/all endpoint of Plaid API which unites "native" and "long tail" institutions. Plaid::LongTailInstitution class is removed, its functionality is concentrated in Plaid::Institution.

Use Plaid::Institution.all instead of Plaid::LongTailInstitution.all (the semantics is the same, with added products param).

Use Plaid::Institution.search instead of Plaid::LongTailInstitution.search.

Use Plaid::Institution.search_by_id instead of Plaid::LongTailInstitution.get.

Upgrading from 1.x to 2.0.0

Make sure you use Ruby 2.0 or higher.

Update the Plaid.config block:

Plaid.config do |p|
  p.client_id = '<<< Plaid provided client ID >>>'  # WAS: customer_id
  p.secret = '<<< Plaid provided secret key >>>'    # No change
  p.env = :tartan  # or :api for production         # WAS: environment_location
end

Use Plaid::User.create instead of Plaid.add_user (NOTE: parameter order has changed!)

Use Plaid::User.load instead of Plaid.set_user (NOTE: parameter order has changed!)

Use Plaid::User.exchange_token instead of Plaid.exchange_token (NOTE: parameter list has changed!)

Use Plaid::User.create or (.load) and Plaid::User#transactions instead of Plaid.transactions.

Use Plaid::Institution.all and Plaid::Institution.get instead of Plaid.institution.

Use Plaid::Category.all and Plaid::Category.get instead of Plaid.category.

Plaid::Account#institution_type was renamed to Plaid::Account#institution.

Plaid::Transaction#account was renamed to Plaid::Transaction#account_id.

Plaid::Transaction#date is a Date, not a String object now.

Plaid::Transaction#cat was removed. Use Plaid::Transaction#category_hierarchy and Plaid::Transaction#category_id directly.

Plaid::Transaction#category was renamed to Plaid::Transaction#category_hierarchy.

Plaid::Transaction#pending_transaction was renamed to Plaid::Transaction#pending_transaction_id.

Use Plaid::User#mfa_step instead of Plaid::User#select_mfa_method and Plaid::User#mfa_authentication.

Plaid::User#permit? was removed. You don't need this.

Plaid::User.delete_user was renamed to Plaid::User.delete.

NOTE that Symbols are now consistently used instead of Strings as product names, keys in hashes, etc. Look at the docs, they have all the examples.