Filter account list to only checkings and savings accounts

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← Filter account list to only checkings and savings accounts

This is an area we need to improve our documentation on, but the hydra_product_type_code is a broad category of account types, and hydra_product_code is a more specific type of account. Here is the full list:

D = Deposit (hydra_product_type_code - Q2_ProductType)
- C = Checking (hydra_product_code - Q2_Product)
- M = Money Market (hydra_product_code - Q2_Product)
- S = Savings (hydra_product_code - Q2_Product)
- H = HSA (hydra_product_code - Q2_Product)
- X = Christmas Club (hydra_product_code - Q2_Product)
- T = Certificate of Deposit (hydra_product_code - Q2_Product)
L = Loan (hydra_product_type_code - Q2_ProductType)
- I = Installment (hydra_product_code - Q2_Product)
- C = Commercial (hydra_product_code - Q2_Product)
- M = Mortgage (hydra_product_code - Q2_Product)
- L = Line of Credit (hydra_product_code - Q2_Product)
- H = Home Equity (hydra_product_code - Q2_Product)
C = Credit Cards (hydra_product_type_code - Q2_ProductType)
- V = Visa (hydra_product_code - Q2_Product)
- M = MasterCard (hydra_product_code - Q2_Product)
- D = Discover (hydra_product_code - Q2_Product)
- A = American Express (hydra_product_code - Q2_Product)
G = Q2 Goals (hydra_product_type_code - Q2_ProductType)

To get a User account list like this: https://docs.q2developer.com/api_references/hq_api/q2_api/GetUserAccountList.html?highlight=getuseraccountlist#module-q2_sdk.hq.hq_api.q2_api.GetUserAccountList for checking and savings accounts should be able to do something like:

from q2_sdk.hq.hq_api.q2_api import GetUserAccountList
params_obj = GetUserAccountList.ParamsObj(
    self.logger,
    user_name,
    7,
    True,
    'DC*|DS*'
)
hq_response = await GetUserAccountList.execute(params_obj)

		
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Posted 
	4 years ago

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					Trey Teter
				
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					Administrator

Thanks! I appreciate you getting that info.

Is there anything wrong with using self.account_list to retreive the accounts and then filter by the hydra codes?

So something like:

eligible_accounts = []

for account in self.account_list:
		if account.hydra_product_type_code not in ['D']:
				continue

		if account.hydra_product_code not in ['C', 'S']:
				continue

		eligible_accounts.append(account)

— David Maksimov 4 years ago

That should work, and I personally think that is fine because we have already done the call to retrieve the accounts, so it makes sense to do the filtering on the python side like that.

— Trey Teter 4 years ago

You could make your code a little more readable by doing something like:

eligible_accounts = []

for account in self.account_list:
		if account.hydra_product_type_code in ['D'] and account.hydra_product_code in ['C', 'S']:
						eligible_accounts.append(account)

I didn't test this, but I think it is better practice not to use continue statements where possible.

— Trey Teter 4 years ago

Ok great. Thanks for the suggestion

— David Maksimov 4 years ago

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0 Answers

4 years ago