feat(server): change the Plaid synced bank name.

packages/server/src/database/migrations/20240304153926_add_uncategorized_transactions_column_to_accounts_table.js

@@ -1,6 +1,9 @@
 exports.up = function (knex) {
   return knex.schema.table('accounts', (table) => {
     table.integer('uncategorized_transactions').defaultTo(0);
+    table.boolean('is_system_account').defaultTo(true);
+    table.boolean('is_feeds_active').defaultTo(false);
+    table.datetime('last_feeds_updated_at').nullable();
   });
 };
 

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

@@ -40,11 +40,14 @@ export class PlaidSyncDb {
    */
   public async syncBankAccounts(
     tenantId: number,
-    plaidAccounts: PlaidAccount[]
+    plaidAccounts: PlaidAccount[],
+    institution: any
   ): Promise<void> {
-    const accountCreateDTOs = R.map(transformPlaidAccountToCreateAccount)(
-      plaidAccounts
-    );
+    const transformToPlaidAccounts =
+      transformPlaidAccountToCreateAccount(institution);
+
+    const accountCreateDTOs = R.map(transformToPlaidAccounts)(plaidAccounts);
+
     await bluebird.map(
       accountCreateDTOs,
       (createAccountDTO: any) =>
@@ -162,4 +165,38 @@ export class PlaidSyncDb {
 
     await PlaidItem.query().findOne({ plaidItemId }).patch({ lastCursor });
   }
+
+  /**
+   * Updates the last feeds updated at of the given Plaid accounts ids.
+   * @param {number} tenantId
+   * @param {string[]} plaidAccountIds
+   */
+  public async updateLastFeedsUpdatedAt(
+    tenantId: number,
+    plaidAccountIds: string[]
+  ) {
+    const { Account } = this.tenancy.models(tenantId);
+
+    await Account.query().whereIn('plaid_account_id', plaidAccountIds).patch({
+      lastFeedsUpdatedAt: new Date(),
+    });
+  }
+
+  /**
+   * Updates the accounts feed active status of the given Plaid accounts ids.
+   * @param {number} tenantId
+   * @param {number[]} plaidAccountIds
+   * @param {boolean} isFeedsActive
+   */
+  public async updateAccountsFeedsActive(
+    tenantId: number,
+    plaidAccountIds: string[],
+    isFeedsActive: boolean = true
+  ) {
+    const { Account } = this.tenancy.models(tenantId);
+
+    await Account.query().whereIn('plaid_account_id', plaidAccountIds).patch({
+      isFeedsActive,
+    });
+  }
 }

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

@@ -25,11 +25,19 @@ export class PlaidUpdateTransactions {
     const request = { access_token: accessToken };
     const plaidInstance = new PlaidClientWrapper();
     const {
-      data: { accounts },
+      data: { accounts, item },
     } = await plaidInstance.accountsGet(request);
 
+    const plaidAccountsIds = accounts.map((a) => a.account_id);
+
+    const {
+      data: { institution },
+    } = await plaidInstance.institutionsGetById({
+      institution_id: item.institution_id,
+      country_codes: ['US', 'UK'],
+    });
     // Update the DB.
-    await this.plaidSync.syncBankAccounts(tenantId, accounts);
+    await this.plaidSync.syncBankAccounts(tenantId, accounts, institution);
     await this.plaidSync.syncAccountsTransactions(
       tenantId,
       added.concat(modified)
@@ -37,6 +45,12 @@ export class PlaidUpdateTransactions {
     await this.plaidSync.syncRemoveTransactions(tenantId, removed);
     await this.plaidSync.syncTransactionsCursor(tenantId, plaidItemId, cursor);
 
+    // Update the last feeds updated at of the updated accounts.
+    await this.plaidSync.updateLastFeedsUpdatedAt(tenantId, plaidAccountsIds);
+
+    // Turn on the accounts feeds flag.
+    await this.plaidSync.updateAccountsFeedsActive(tenantId, plaidAccountsIds);
+
     return {
       addedCount: added.length,
       modifiedCount: modified.length,

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

@@ -2,8 +2,6 @@ import * as R from 'ramda';
 import {
   CreateUncategorizedTransactionDTO,
   IAccountCreateDTO,
-  ICashflowNewCommandDTO,
-  IUncategorizedCashflowTransaction,
   PlaidAccount,
   PlaidTransaction,
 } from '@/interfaces';
@@ -13,21 +11,21 @@ import {
  * @param {PlaidAccount} plaidAccount
  * @returns {IAccountCreateDTO}
  */
-export const transformPlaidAccountToCreateAccount = (
-  plaidAccount: PlaidAccount
-): IAccountCreateDTO => {
-  return {
-    name: plaidAccount.name,
-    code: '',
-    description: plaidAccount.official_name,
-    currencyCode: plaidAccount.balances.iso_currency_code,
-    accountType: 'cash',
-    active: true,
-    plaidAccountId: plaidAccount.account_id,
-    bankBalance: plaidAccount.balances.current,
-    accountMask: plaidAccount.mask,
-  };
-};
+export const transformPlaidAccountToCreateAccount = R.curry(
+  (institution: any, plaidAccount: PlaidAccount): IAccountCreateDTO => {
+    return {
+      name: `${institution.name} - ${plaidAccount.name}`,
+      code: '',
+      description: plaidAccount.official_name,
+      currencyCode: plaidAccount.balances.iso_currency_code,
+      accountType: 'cash',
+      active: true,
+      plaidAccountId: plaidAccount.account_id,
+      bankBalance: plaidAccount.balances.current,
+      accountMask: plaidAccount.mask,
+    };
+  }
+);
 
 /**
  * Transformes the plaid transaction to cashflow create DTO.