feat: add connect to bank dialog

packages/webapp/src/containers/CashFlow/CashFlowAccounts/CashFlowAccountsActionsBar.tsx

@@ -1,5 +1,4 @@
 // @ts-nocheck
-import React, { useState } from 'react';
 import {
   Button,
   NavbarGroup,
@@ -14,10 +13,7 @@ import {
   Icon,
   FormattedMessage as T,
 } from '@/components';
-import {
-  useGetPlaidLinkToken,
-  useRefreshCashflowAccounts,
-} from '@/hooks/query';
+import { useRefreshCashflowAccounts } from '@/hooks/query';
 import { CashflowAction, AbilitySubject } from '@/constants/abilityOption';
 
 import withDialogActions from '@/containers/Dialog/withDialogActions';
@@ -29,7 +25,6 @@ import { ACCOUNT_TYPE } from '@/constants';
 import { DialogsName } from '@/constants/dialogs';
 
 import { compose } from '@/utils';
-import { LaunchLink } from '@/containers/Banking/Plaid/PlaidLanchLink';
 
 /**
  * Cash Flow accounts actions bar.
@@ -66,21 +61,13 @@ function CashFlowAccountsActionsBar({
     const checked = event.target.checked;
     setCashflowAccountsTableState({ inactiveMode: checked });
   };
-
-  const { mutateAsync: getPlaidLinkToken } = useGetPlaidLinkToken();
-  const [linkToken, setLinkToken] = useState<string>('');
-
+  // Handle connect button click.
   const handleConnectToBank = () => {
-    getPlaidLinkToken()
-      .then((res) => {
-        setLinkToken(res.data.link_token);
-      })
-      .catch(() => {});
+    openDialog(DialogsName.ConnectBankCreditCard);
   };
 
   return (
     <DashboardActionsBar>
-      <LaunchLink userId={3} token={linkToken} />
       <NavbarGroup>
         <Can I={CashflowAction.Create} a={AbilitySubject.Cashflow}>
           <Button
@@ -120,15 +107,15 @@ function CashFlowAccountsActionsBar({
             onChange={handleInactiveSwitchChange}
           />
         </Can>
-
-        <Button
-          className={Classes.MINIMAL}
-          text={'Connect to Bank'}
-          onClick={handleConnectToBank}
-        />
       </NavbarGroup>
 
       <NavbarGroup align={Alignment.RIGHT}>
+        <Button
+          className={Classes.MINIMAL}
+          text={'Connect to Bank / Credit Card'}
+          onClick={handleConnectToBank}
+        />
+        <NavbarDivider />
         <Button
           className={Classes.MINIMAL}
           icon={<Icon icon="refresh-16" iconSize={14} />}

packages/webapp/src/containers/CashFlow/CashFlowAccounts/CashFlowAccountsList.tsx

@@ -9,6 +9,7 @@ import { CashFlowAccountsProvider } from './CashFlowAccountsProvider';
 
 import CashflowAccountsGrid from './CashflowAccountsGrid';
 import CashFlowAccountsActionsBar from './CashFlowAccountsActionsBar';
+import { CashflowAccountsPlaidLink } from './CashflowAccountsPlaidLink';
 
 import withCashflowAccounts from '@/containers/CashFlow/AccountTransactions/withCashflowAccounts';
 import withCashflowAccountsTableActions from '@/containers/CashFlow/AccountTransactions/withCashflowAccountsTableActions';
@@ -38,6 +39,8 @@ function CashFlowAccountsList({
       <DashboardPageContent>
         <CashflowAccountsGrid />
       </DashboardPageContent>
+
+      <CashflowAccountsPlaidLink />
     </CashFlowAccountsProvider>
   );
 }

packages/webapp/src/containers/CashFlow/CashFlowAccounts/CashflowAccountsGrid.tsx

@@ -54,7 +54,7 @@ function CashflowBankAccount({
   // #withAlertsDialog
   openAlert,
 
-  // #withDial
+  // #withDialog
   openDialog,
 
   // #withDrawerActions

packages/webapp/src/containers/CashFlow/CashFlowAccounts/CashflowAccountsPlaidLink.tsx

@@ -0,0 +1,8 @@
+import { LaunchLink } from '@/containers/Banking/Plaid/PlaidLanchLink';
+import { useGetBankingPlaidToken } from '@/hooks/state/banking';
+
+export function CashflowAccountsPlaidLink() {
+  const plaidToken = useGetBankingPlaidToken();
+
+  return <LaunchLink userId={3} token={plaidToken} />;
+}

packages/webapp/src/containers/CashFlow/ConnectBankDialog/ConnectBankDialog.tsx

@@ -0,0 +1,32 @@
+// @ts-nocheck
+import React from 'react';
+import { Dialog, DialogSuspense } from '@/components';
+import withDialogRedux from '@/components/DialogReduxConnect';
+import { compose } from '@/utils';
+
+const ConnectBankDialogBody = React.lazy(
+  () => import('./ConnectBankDialogBody'),
+);
+
+/**
+ * Connect bank dialog.
+ */
+function ConnectBankDialogRoot({ dialogName, payload = {}, isOpen }) {
+  return (
+    <Dialog
+      name={dialogName}
+      title={'Securly connect your bank or credit card.'}
+      isOpen={isOpen}
+      canEscapeJeyClose={true}
+      autoFocus={true}
+    >
+      <DialogSuspense>
+        <ConnectBankDialogBody dialogName={dialogName} />
+      </DialogSuspense>
+    </Dialog>
+  );
+}
+
+export const ConnectBankDialog = compose(withDialogRedux())(
+  ConnectBankDialogRoot,
+);

packages/webapp/src/containers/CashFlow/ConnectBankDialog/ConnectBankDialogBody.tsx

@@ -0,0 +1,60 @@
+// @ts-nocheck
+import * as R from 'ramda';
+import { Form, Formik, FormikHelpers } from 'formik';
+import classNames from 'classnames';
+import { ConnectBankDialogContent } from './ConnectBankDialogContent';
+import { useGetPlaidLinkToken } from '@/hooks/query';
+import { useSetBankingPlaidToken } from '@/hooks/state/banking';
+import withDialogActions from '@/containers/Dialog/withDialogActions';
+import { CLASSES } from '@/constants';
+import { AppToaster } from '@/components';
+import { Intent } from '@blueprintjs/core';
+import { DialogsName } from '@/constants/dialogs';
+
+const initialValues: ConnectBankDialogForm = {
+  serviceProvider: 'plaid',
+};
+
+interface ConnectBankDialogForm {
+  serviceProvider: 'plaid';
+}
+
+function ConnectBankDialogBodyRoot({
+  // #withDialogActions
+  closeDialog,
+}) {
+  const { mutateAsync: getPlaidLinkToken } = useGetPlaidLinkToken();
+  const setPlaidId = useSetBankingPlaidToken();
+
+  const handleSubmit = (
+    values: ConnectBankDialogForm,
+    { setSubmitting }: FormikHelpers<ConnectBankDialogForm>,
+  ) => {
+    setSubmitting(true);
+    getPlaidLinkToken()
+      .then((res) => {
+        setSubmitting(false);
+        closeDialog(DialogsName.ConnectBankCreditCard);
+        setPlaidId(res.data.link_token);
+      })
+      .catch(() => {
+        setSubmitting(false);
+        AppToaster.show({
+          message: 'Something went wrong.',
+          intent: Intent.DANGER,
+        });
+      });
+  };
+
+  return (
+    <div className={classNames(CLASSES.DIALOG_BODY)}>
+      <Formik initialValues={initialValues} onSubmit={handleSubmit}>
+        <Form>
+          <ConnectBankDialogContent />
+        </Form>
+      </Formik>
+    </div>
+  );
+}
+
+export default R.compose(withDialogActions)(ConnectBankDialogBodyRoot);

packages/webapp/src/containers/CashFlow/ConnectBankDialog/ConnectBankDialogContent.tsx

@@ -0,0 +1,30 @@
+import { Button } from '@blueprintjs/core';
+import { FFormGroup, FSelect } from '@/components';
+import { useFormikContext } from 'formik';
+
+export function ConnectBankDialogContent() {
+  const { isSubmitting } = useFormikContext();
+
+  return (
+    <div>
+      <FFormGroup
+        label={'Banking Syncing Service Provider'}
+        name={'serviceProvider'}
+      >
+        <FSelect
+          name={'serviceProvider'}
+          valueAccessor={'key'}
+          textAccessor={'label'}
+          popoverProps={{ minimal: true }}
+          items={BankFeedsServiceProviders}
+        />
+      </FFormGroup>
+
+      <Button type={'submit'} loading={isSubmitting}>
+        Connect
+      </Button>
+    </div>
+  );
+}
+
+export const BankFeedsServiceProviders = [{ label: 'Plaid', key: 'plaid' }];

packages/webapp/src/containers/CashFlow/ConnectBankDialog/index.tsx

@@ -0,0 +1 @@
+export * from './ConnectBankDialog';