feat: add bank balance column to account

packages/server/src/services/Accounts/AccountTransform.ts

@@ -13,7 +13,7 @@ export class AccountTransformer extends Transformer {
    * @returns {Array}
    */
   public includeAttributes = (): string[] => {
-    return ['formattedAmount', 'flattenName'];
+    return ['formattedAmount', 'flattenName', 'bankBalanceFormatted'];
   };
 
   /**
@@ -41,6 +41,17 @@ export class AccountTransformer extends Transformer {
     return formatNumber(account.amount, { currencyCode: account.currencyCode });
   };
 
+  /**
+   * Retrieves the formatted bank balance.
+   * @param {IAccount} account
+   * @returns {string}
+   */
+  protected bankBalanceFormatted = (account: IAccount): string => {
+    return formatNumber(account.bankBalance, {
+      currencyCode: account.currencyCode,
+    });
+  };
+
   /**
    * Transformes the accounts collection to flat or nested array.
    * @param {IAccount[]}

packages/server/src/services/Banking/Plaid/PlaidApplication.ts

@@ -27,7 +27,7 @@ export class PlaidApplication {
    * @param {PlaidItemDTO} itemDTO
    * @returns
    */
-  public exchangeToken(tenantId: number, itemDTO: PlaidItemDTO) {
+  public exchangeToken(tenantId: number, itemDTO: PlaidItemDTO): Promise<void> {
     return this.plaidItemService.item(tenantId, itemDTO);
   }
 }

packages/server/src/services/Banking/Plaid/utils.ts

@@ -1,6 +1,10 @@
 import * as R from 'ramda';
-import { IAccountCreateDTO, ICashflowNewCommandDTO } from '@/interfaces';
-import { PlaidAccount, PlaidTransaction } from './_types';
+import {
+  IAccountCreateDTO,
+  ICashflowNewCommandDTO,
+  PlaidAccount,
+  PlaidTransaction,
+} from '@/interfaces';
 
 /**
  * Transformes the Plaid account to create cashflow account DTO.
@@ -18,6 +22,8 @@ export const transformPlaidAccountToCreateAccount = (
     accountType: 'cash',
     active: true,
     plaidAccountId: plaidAccount.account_id,
+    bankBalance: plaidAccount.balances.current,
+    accountMask: plaidAccount.mask,
   };
 };
 
@@ -48,6 +54,7 @@ export const transformPlaidTrxsToCashflowCreate = R.curry(
 
       // transactionNumber: string;
       // referenceNo: string;
+      plaidTransactionId: plaidTranasction.transaction_id,
       publish: true,
     };
   }

packages/server/src/services/Cashflow/NewCashflowTransactionService.ts

@@ -86,7 +86,7 @@ export default class NewCashflowTransactionService {
       'cashflowAccountId',
       'creditAccountId',
       'branchId',
-      'plaidAccountId'
+      'plaidTransactionId',
     ]);
     // Retreive the next invoice number.
     const autoNextNumber =
@@ -125,7 +125,7 @@ export default class NewCashflowTransactionService {
   public newCashflowTransaction = async (
     tenantId: number,
     newTransactionDTO: ICashflowNewCommandDTO,
-    userId?: number 
+    userId?: number
   ): Promise<{ cashflowTransaction: ICashflowTransaction }> => {
     const { CashflowTransaction, Account } = this.tenancy.models(tenantId);