Dev2049/add modern treasury (#3924)

Modified Modern Treasury and Strip slightly so credentials don't have to
be passed in explicitly. Thanks @mattgmarcus for adding Modern Treasury!

---------

Co-authored-by: Matt Marcus <matt.g.marcus@gmail.com>

docs/modules/indexes/document_loaders/examples/modern_treasury.ipynb

@@ -0,0 +1,106 @@
+{
+ "cells": [
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "# Modern Treasury\n",
+    "\n",
+    "This notebook covers how to load data from the Modern Treasury REST API into a format that can be ingested into LangChain, along with example usage for vectorization."
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 1,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "import os\n",
+    "\n",
+    "\n",
+    "from langchain.document_loaders import ModernTreasuryLoader\n",
+    "from langchain.indexes import VectorstoreIndexCreator"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "metadata": {},
+   "source": [
+    "The Modern Treasury API requires an organization ID and API key, which can be found in the Modern Treasury dashboard within developer settings.\n",
+    "\n",
+    "This document loader also requires a `resource` option which defines what data you want to load.\n",
+    "\n",
+    "Following resources are available:\n",
+    "\n",
+    "`payment_orders` [Documentation](https://docs.moderntreasury.com/reference/payment-order-object)\n",
+    "\n",
+    "`expected_payments` [Documentation](https://docs.moderntreasury.com/reference/expected-payment-object)\n",
+    "\n",
+    "`returns` [Documentation](https://docs.moderntreasury.com/reference/return-object)\n",
+    "\n",
+    "`incoming_payment_details` [Documentation](https://docs.moderntreasury.com/reference/incoming-payment-detail-object)\n",
+    "\n",
+    "`counterparties` [Documentation](https://docs.moderntreasury.com/reference/counterparty-object)\n",
+    "\n",
+    "`internal_accounts` [Documentation](https://docs.moderntreasury.com/reference/internal-account-object)\n",
+    "\n",
+    "`external_accounts` [Documentation](https://docs.moderntreasury.com/reference/external-account-object)\n",
+    "\n",
+    "`transactions` [Documentation](https://docs.moderntreasury.com/reference/transaction-object)\n",
+    "\n",
+    "`ledgers` [Documentation](https://docs.moderntreasury.com/reference/ledger-object)\n",
+    "\n",
+    "`ledger_accounts` [Documentation](https://docs.moderntreasury.com/reference/ledger-account-object)\n",
+    "\n",
+    "`ledger_transactions` [Documentation](https://docs.moderntreasury.com/reference/ledger-transaction-object)\n",
+    "\n",
+    "`events` [Documentation](https://docs.moderntreasury.com/reference/events)\n",
+    "\n",
+    "`invoices` [Documentation](https://docs.moderntreasury.com/reference/invoices)\n"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "modern_treasury_loader = ModernTreasuryLoader(\"payment_orders\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "# Create a vectorstore retriver from the loader\n",
+    "# see https://python.langchain.com/en/latest/modules/indexes/getting_started.html for more details\n",
+    "\n",
+    "index = VectorstoreIndexCreator().from_loaders([modern_treasury_loader])\n",
+    "modern_treasury_doc_retriever = index.vectorstore.as_retriever()"
+   ]
+  }
+ ],
+ "metadata": {
+  "kernelspec": {
+   "display_name": "Python 3 (ipykernel)",
+   "language": "python",
+   "name": "python3"
+  },
+  "language_info": {
+   "codemirror_mode": {
+    "name": "ipython",
+    "version": 3
+   },
+   "file_extension": ".py",
+   "mimetype": "text/x-python",
+   "name": "python",
+   "nbconvert_exporter": "python",
+   "pygments_lexer": "ipython3",
+   "version": "3.11.3"
+  }
+ },
+ "nbformat": 4,
+ "nbformat_minor": 2
+}

docs/modules/indexes/document_loaders/examples/stripe.ipynb

@@ -51,7 +51,7 @@
    "metadata": {},
    "outputs": [],
    "source": [
-    "stripe_loader = StripeLoader(os.environ[\"STRIPE_ACCESS_TOKEN\"], \"charges\")"
+    "stripe_loader = StripeLoader(\"charges\")"
    ]
   },
   {
@@ -84,7 +84,7 @@
    "name": "python",
    "nbconvert_exporter": "python",
    "pygments_lexer": "ipython3",
-   "version": "3.9.1"
+   "version": "3.11.3"
   }
  },
  "nbformat": 4,

langchain/document_loaders/__init__.py

@@ -46,6 +46,7 @@ from langchain.document_loaders.image import UnstructuredImageLoader
 from langchain.document_loaders.image_captions import ImageCaptionLoader
 from langchain.document_loaders.imsdb import IMSDbLoader
 from langchain.document_loaders.markdown import UnstructuredMarkdownLoader
+from langchain.document_loaders.modern_treasury import ModernTreasuryLoader
 from langchain.document_loaders.notebook import NotebookLoader
 from langchain.document_loaders.notion import NotionDirectoryLoader
 from langchain.document_loaders.notiondb import NotionDBLoader
@@ -136,6 +137,7 @@ __all__ = [
     "IFixitLoader",
     "IMSDbLoader",
     "ImageCaptionLoader",
+    "ModernTreasuryLoader",
     "NotebookLoader",
     "NotionDBLoader",
     "NotionDirectoryLoader",

langchain/document_loaders/airbyte_json.py

@@ -1,27 +1,10 @@
 """Loader that loads local airbyte json files."""
 import json
-from typing import Any, List
+from typing import List
 
 from langchain.docstore.document import Document
 from langchain.document_loaders.base import BaseLoader
-
-
-def _stringify_value(val: Any) -> str:
-    if isinstance(val, str):
-        return val
-    elif isinstance(val, dict):
-        return "\n" + _stringify_dict(val)
-    elif isinstance(val, list):
-        return "\n".join(_stringify_value(v) for v in val)
-    else:
-        return str(val)
-
-
-def _stringify_dict(data: dict) -> str:
-    text = ""
-    for key, value in data.items():
-        text += key + ": " + _stringify_value(data[key]) + "\n"
-    return text
+from langchain.utils import stringify_dict
 
 
 class AirbyteJSONLoader(BaseLoader):
@@ -36,6 +19,6 @@ class AirbyteJSONLoader(BaseLoader):
         text = ""
         for line in open(self.file_path, "r"):
             data = json.loads(line)["_airbyte_data"]
-            text += _stringify_dict(data)
+            text += stringify_dict(data)
         metadata = {"source": self.file_path}
         return [Document(page_content=text, metadata=metadata)]

langchain/document_loaders/figma.py

@@ -5,24 +5,7 @@ from typing import Any, List
 
 from langchain.docstore.document import Document
 from langchain.document_loaders.base import BaseLoader
-
-
-def _stringify_value(val: Any) -> str:
-    if isinstance(val, str):
-        return val
-    elif isinstance(val, dict):
-        return "\n" + _stringify_dict(val)
-    elif isinstance(val, list):
-        return "\n".join(_stringify_value(v) for v in val)
-    else:
-        return str(val)
-
-
-def _stringify_dict(data: dict) -> str:
-    text = ""
-    for key, value in data.items():
-        text += key + ": " + _stringify_value(data[key]) + "\n"
-    return text
+from langchain.utils import stringify_dict
 
 
 class FigmaFileLoader(BaseLoader):
@@ -54,6 +37,6 @@ class FigmaFileLoader(BaseLoader):
     def load(self) -> List[Document]:
         """Load file"""
         data = self._get_figma_file()
-        text = _stringify_dict(data)
+        text = stringify_dict(data)
         metadata = {"source": self._construct_figma_api_url()}
         return [Document(page_content=text, metadata=metadata)]

langchain/document_loaders/modern_treasury.py

@@ -0,0 +1,61 @@
+"""Loader that fetches data from Modern Treasury"""
+import json
+import urllib.request
+from base64 import b64encode
+from typing import List, Optional
+
+from langchain.docstore.document import Document
+from langchain.document_loaders.base import BaseLoader
+from langchain.utils import get_from_env, stringify_value
+
+MODERN_TREASURY_ENDPOINTS = {
+    "payment_orders": "https://app.moderntreasury.com/api/payment_orders",
+    "expected_payments": "https://app.moderntreasury.com/api/expected_payments",
+    "returns": "https://app.moderntreasury.com/api/returns",
+    "incoming_payment_details": "https://app.moderntreasury.com/api/\
+incoming_payment_details",
+    "counterparties": "https://app.moderntreasury.com/api/counterparties",
+    "internal_accounts": "https://app.moderntreasury.com/api/internal_accounts",
+    "external_accounts": "https://app.moderntreasury.com/api/external_accounts",
+    "transactions": "https://app.moderntreasury.com/api/transactions",
+    "ledgers": "https://app.moderntreasury.com/api/ledgers",
+    "ledger_accounts": "https://app.moderntreasury.com/api/ledger_accounts",
+    "ledger_transactions": "https://app.moderntreasury.com/api/ledger_transactions",
+    "events": "https://app.moderntreasury.com/api/events",
+    "invoices": "https://app.moderntreasury.com/api/invoices",
+}
+
+
+class ModernTreasuryLoader(BaseLoader):
+    def __init__(
+        self,
+        resource: str,
+        organization_id: Optional[str] = None,
+        api_key: Optional[str] = None,
+    ) -> None:
+        self.resource = resource
+        organization_id = organization_id or get_from_env(
+            "organization_id", "MODERN_TREASURY_ORGANIZATION_ID"
+        )
+        api_key = api_key or get_from_env("api_key", "MODERN_TREASURY_API_KEY")
+        credentials = f"{organization_id}:{api_key}".encode("utf-8")
+        basic_auth_token = b64encode(credentials).decode("utf-8")
+        self.headers = {"Authorization": f"Basic {basic_auth_token}"}
+
+    def _make_request(self, url: str) -> List[Document]:
+        request = urllib.request.Request(url, headers=self.headers)
+
+        with urllib.request.urlopen(request) as response:
+            json_data = json.loads(response.read().decode())
+            text = stringify_value(json_data)
+            metadata = {"source": url}
+            return [Document(page_content=text, metadata=metadata)]
+
+    def _get_resource(self) -> List[Document]:
+        endpoint = MODERN_TREASURY_ENDPOINTS.get(self.resource)
+        if endpoint is None:
+            return []
+        return self._make_request(endpoint)
+
+    def load(self) -> List[Document]:
+        return self._get_resource()

langchain/document_loaders/stripe.py

@@ -1,10 +1,11 @@
 """Loader that fetches data from Stripe"""
 import json
 import urllib.request
-from typing import Any, List
+from typing import List, Optional
 
 from langchain.docstore.document import Document
 from langchain.document_loaders.base import BaseLoader
+from langchain.utils import get_from_env, stringify_dict
 
 STRIPE_ENDPOINTS = {
     "balance_transactions": "https://api.stripe.com/v1/balance_transactions",
@@ -16,36 +17,20 @@ STRIPE_ENDPOINTS = {
 }
 
 
-def _stringify_value(val: Any) -> str:
-    if isinstance(val, str):
-        return val
-    elif isinstance(val, dict):
-        return "\n" + _stringify_dict(val)
-    elif isinstance(val, list):
-        return "\n".join(_stringify_value(v) for v in val)
-    else:
-        return str(val)
-
-
-def _stringify_dict(data: dict) -> str:
-    text = ""
-    for key, value in data.items():
-        text += key + ": " + _stringify_value(value) + "\n"
-    return text
-
-
 class StripeLoader(BaseLoader):
-    def __init__(self, access_token: str, resource: str) -> None:
-        self.access_token = access_token
+    def __init__(self, resource: str, access_token: Optional[str] = None) -> None:
         self.resource = resource
-        self.headers = {"Authorization": f"Bearer {self.access_token}"}
+        access_token = access_token or get_from_env(
+            "access_token", "STRIPE_ACCESS_TOKEN"
+        )
+        self.headers = {"Authorization": f"Bearer {access_token}"}
 
     def _make_request(self, url: str) -> List[Document]:
         request = urllib.request.Request(url, headers=self.headers)
 
         with urllib.request.urlopen(request) as response:
             json_data = json.loads(response.read().decode())
-            text = _stringify_dict(json_data)
+            text = stringify_dict(json_data)
             metadata = {"source": url}
             return [Document(page_content=text, metadata=metadata)]
 

langchain/utils.py

@@ -9,7 +9,13 @@ def get_from_dict_or_env(
     """Get a value from a dictionary or an environment variable."""
     if key in data and data[key]:
         return data[key]
-    elif env_key in os.environ and os.environ[env_key]:
+    else:
+        return get_from_env(key, env_key, default=default)
+
+
+def get_from_env(key: str, env_key: str, default: Optional[str] = None) -> str:
+    """Get a value from a dictionary or an environment variable."""
+    if env_key in os.environ and os.environ[env_key]:
         return os.environ[env_key]
     elif default is not None:
         return default
@@ -44,3 +50,21 @@ def xor_args(*arg_groups: Tuple[str, ...]) -> Callable:
         return wrapper
 
     return decorator
+
+
+def stringify_value(val: Any) -> str:
+    if isinstance(val, str):
+        return val
+    elif isinstance(val, dict):
+        return "\n" + stringify_dict(val)
+    elif isinstance(val, list):
+        return "\n".join(stringify_value(v) for v in val)
+    else:
+        return str(val)
+
+
+def stringify_dict(data: dict) -> str:
+    text = ""
+    for key, value in data.items():
+        text += key + ": " + stringify_value(value) + "\n"
+    return text

tests/integration_tests/document_loaders/test_modern_treasury.py

@@ -0,0 +1,9 @@
+from langchain.document_loaders.modern_treasury import ModernTreasuryLoader
+
+
+def test_modern_treasury_loader() -> None:
+    """Test Modern Treasury file loader."""
+    modern_treasury_loader = ModernTreasuryLoader("payment_orders")
+    documents = modern_treasury_loader.load()
+
+    assert len(documents) == 1

tests/integration_tests/document_loaders/test_stripe.py

@@ -1,12 +1,9 @@
 from langchain.document_loaders.stripe import StripeLoader
 
-access_token = ""
-resource = "charges"
-
 
 def test_stripe_loader() -> None:
-    """Test Figma file loader."""
-    stripe_loader = StripeLoader(access_token, resource)
+    """Test Stripe file loader."""
+    stripe_loader = StripeLoader("charges")
     documents = stripe_loader.load()
 
     assert len(documents) == 1