feat: pause bank account feeds

packages/server/src/api/controllers/Banking/BankAccountsController.ts

@@ -127,7 +127,7 @@ export class BankAccountsController extends BaseController {
   }
 
   /**
-   * 
+   * Resumes the bank account feeds sync.
    * @param {Request} req 
    * @param {Response} res 
    * @param {NextFunction} next 
@@ -154,7 +154,7 @@ export class BankAccountsController extends BaseController {
   }
 
   /**
-   * 
+   * Pauses the bank account feeds sync.
    * @param {Request} req 
    * @param {Response} res 
    * @param {NextFunction} next 

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

@@ -18,9 +18,18 @@ export class AccountTransformer extends Transformer {
       'flattenName',
       'bankBalanceFormatted',
       'lastFeedsUpdatedAtFormatted',
+      'isFeedsPaused',
     ];
   };
 
+  /**
+   * Exclude attributes.
+   * @returns {string[]}
+   */
+  public excludeAttributes = (): string[] => {
+    return ['plaidItem'];
+  };
+
   /**
    * Retrieves the flatten name with all dependants accounts names.
    * @param {IAccount} account -
@@ -66,6 +75,15 @@ export class AccountTransformer extends Transformer {
     return this.formatDate(account.lastFeedsUpdatedAt);
   };
 
+  /**
+   * Detarmines whether the bank account connection is paused.
+   * @param account
+   * @returns {boolean}
+   */
+  protected isFeedsPaused = (account: any): boolean => {
+    return account.plaidItem?.isPaused || false;
+  };
+
   /**
    * Transformes the accounts collection to flat or nested array.
    * @param {IAccount[]}

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

@@ -25,7 +25,10 @@ export class GetAccount {
     const { accountRepository } = this.tenancy.repositories(tenantId);
 
     // Find the given account or throw not found error.
-    const account = await Account.query().findById(accountId).throwIfNotFound();
+    const account = await Account.query()
+      .findById(accountId)
+      .withGraphFetched('plaidItem')
+      .throwIfNotFound();
 
     const accountsGraph = await accountRepository.getDependencyGraph();
 

packages/server/src/services/Banking/BankAccounts/PauseBankAccountFeeds.tsx

@@ -37,7 +37,7 @@ export class PauseBankAccountFeeds {
     }
     return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
       await PlaidItem.query(trx).findById(oldAccount.plaidItem.id).patch({
-        pausedAt: null,
+        pausedAt: new Date(),
       });
     });
   }

packages/server/src/services/Banking/BankAccounts/ResumeBankAccountFeeds.tsx

@@ -36,7 +36,7 @@ export class ResumeBankAccountFeeds {
     }
     return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
       await PlaidItem.query(trx).findById(oldAccount.plaidItem.id).patch({
-        pausedAt: new Date(),
+        pausedAt: null,
       });
     });
   }

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

@@ -1,11 +1,15 @@
 import { Inject, Service } from 'typedi';
 import { PlaidUpdateTransactions } from './PlaidUpdateTransactions';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
 
 @Service()
 export class PlaidWebooks {
   @Inject()
   private updateTransactionsService: PlaidUpdateTransactions;
 
+  @Inject()
+  private tenancy: HasTenancyService;
+
   /**
    * Listens to Plaid webhooks
    * @param {number} tenantId - Tenant Id.
@@ -61,7 +65,7 @@ export class PlaidWebooks {
     plaidItemId: string
   ): void {
     console.log(
-      `WEBHOOK: TRANSACTIONS: ${webhookCode}: Plaid_item_id ${plaidItemId}: ${additionalInfo}`
+      `PLAID WEBHOOK: TRANSACTIONS: ${webhookCode}: Plaid_item_id ${plaidItemId}: ${additionalInfo}`
     );
   }
 
@@ -78,8 +82,21 @@ export class PlaidWebooks {
     plaidItemId: string,
     webhookCode: string
   ): Promise<void> {
+    const { PlaidItem } = this.tenancy.models(tenantId);
+    const plaidItem = await PlaidItem.query()
+      .findById(plaidItemId)
+      .throwIfNotFound();
+
     switch (webhookCode) {
       case 'SYNC_UPDATES_AVAILABLE': {
+        if (plaidItem.isPaused) {
+          this.serverLogAndEmitSocket(
+            'Plaid item syncing is paused.',
+            webhookCode,
+            plaidItemId
+          );
+          return;
+        }
         // Fired when new transactions data becomes available.
         const { addedCount, modifiedCount, removedCount } =
           await this.updateTransactionsService.updateTransactions(

packages/webapp/src/containers/CashFlow/AccountTransactions/AccountTransactionsActionsBar.tsx

@@ -78,6 +78,7 @@ function AccountTransactionsActionsBar({
   const addMoneyOutOptions = useMemo(() => getAddMoneyOutOptions(), []);
 
   const isFeedsActive = !!currentAccount.is_feeds_active;
+  const isFeedsPaused = currentAccount.is_feeds_paused;
   const isSyncingOwner = currentAccount.is_syncing_owner;
 
   // Handle table row size change.
@@ -244,7 +245,9 @@ function AccountTransactionsActionsBar({
           <Tooltip
             content={
               isFeedsActive
-                ? 'The bank syncing is active'
+                ? isFeedsPaused
+                  ? 'The bank syncing is paused'
+                  : 'The bank syncing is active'
                 : 'The bank syncing is disconnected'
             }
             minimal={true}
@@ -253,7 +256,13 @@ function AccountTransactionsActionsBar({
             <Button
               className={Classes.MINIMAL}
               icon={<Icon icon="feed" iconSize={16} />}
-              intent={isFeedsActive ? Intent.SUCCESS : Intent.DANGER}
+              intent={
+                isFeedsActive
+                  ? isFeedsPaused
+                    ? Intent.WARNING
+                    : Intent.SUCCESS
+                  : Intent.DANGER
+              }
             />
           </Tooltip>
         </If>
@@ -291,6 +300,11 @@ function AccountTransactionsActionsBar({
           content={
             <Menu>
               <If condition={isSyncingOwner && isFeedsActive}>
+                <MenuItem onClick={handleBankUpdateClick} text={'Update'} />
+                <MenuDivider />
+              </If>
+
+              <If condition={isSyncingOwner && isFeedsActive && !isFeedsPaused}>
                 <MenuItem
                   onClick={handlePauseFeedsSyncing}
                   text={'Pause bank feeds'}
@@ -298,7 +312,7 @@ function AccountTransactionsActionsBar({
                 <MenuDivider />
               </If>
 
-              <If condition={isSyncingOwner && isFeedsActive}>
+              <If condition={isSyncingOwner && isFeedsActive && isFeedsPaused}>
                 <MenuItem
                   onClick={handleResumeFeedsSyncing}
                   text={'Resume bank feeds'}
@@ -306,10 +320,6 @@ function AccountTransactionsActionsBar({
                 <MenuDivider />
               </If>
 
-              <If condition={isSyncingOwner && isFeedsActive}>
-                <MenuItem onClick={handleBankUpdateClick} text={'Update'} />
-                <MenuDivider />
-              </If>
               <MenuItem onClick={handleBankRulesClick} text={'Bank rules'} />
 
               <If condition={isSyncingOwner && isFeedsActive}>

packages/webapp/src/style/pages/Dashboard/Dashboard.scss

@@ -229,6 +229,9 @@ $dashboard-views-bar-height: 44px;
           }
         }
 
+        &.#{$ns}-minimal.#{$ns}-intent-warning{
+          color: #cc7e25;
+        }
 
         &.button--blue-highlight {
           background-color: #ebfaff;