feat: disconnect bank account

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

@@ -3,12 +3,16 @@ import { NextFunction, Request, Response, Router } from 'express';
 import BaseController from '@/api/controllers/BaseController';
 import { CashflowApplication } from '@/services/Cashflow/CashflowApplication';
 import { GetBankAccountSummary } from '@/services/Banking/BankAccounts/GetBankAccountSummary';
+import { BankAccountsApplication } from '@/services/Banking/BankAccounts/BankAccountsApplication';
 
 @Service()
 export class BankAccountsController extends BaseController {
   @Inject()
   private getBankAccountSummaryService: GetBankAccountSummary;
 
+  @Inject()
+  private bankAccountsApp: BankAccountsApplication;
+
   /**
    * Router constructor.
    */
@@ -16,6 +20,10 @@ export class BankAccountsController extends BaseController {
     const router = Router();
 
     router.get('/:bankAccountId/meta', this.getBankAccountSummary.bind(this));
+    router.post(
+      '/:bankAccountId/disconnect',
+      this.discountBankAccount.bind(this)
+    );
 
     return router;
   }
@@ -46,4 +54,31 @@ export class BankAccountsController extends BaseController {
       next(error);
     }
   }
+
+  /**
+   * Disonnect the given bank account.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|null>}
+   */
+  async disconnectBankAccount(
+    req: Request<{ bankAccountId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { bankAccountId } = req.params;
+    const { tenantId } = req;
+
+    try {
+      await this.bankAccountsApp.disconnectBankAccount(tenantId, bankAccountId);
+
+      return res.status(200).send({
+        id: bankAccountId,
+        message: 'The bank account has been disconnected.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
 }

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

@@ -0,0 +1,21 @@
+import { Inject, Service } from 'typedi';
+import { DisconnectBankAccount } from './DisconnectBankAccount';
+
+@Service()
+export class BankAccountsApplication {
+  @Inject()
+  private disconnectBankAccountService: DisconnectBankAccount;
+
+  /**
+   * Disconnects the given bank account.
+   * @param {number} tenantId
+   * @param {number} bankAccountId
+   * @returns {Promise<void>}
+   */
+  async disconnectBankAccount(tenantId: number, bankAccountId: number) {
+    return this.disconnectBankAccountService.disconnectBankAccount(
+      tenantId,
+      bankAccountId
+    );
+  }
+}

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

@@ -0,0 +1,72 @@
+import { Knex } from 'knex';
+import { Inject, Service } from 'typedi';
+import { ServiceError } from '@/exceptions';
+import { EventPublisher } from '@/lib/EventPublisher/EventPublisher';
+import { PlaidClientWrapper } from '@/lib/Plaid';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+import UnitOfWork from '@/services/UnitOfWork';
+import events from '@/subscribers/events';
+
+@Service()
+export class DisconnectBankAccount {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  @Inject()
+  private eventPublisher: EventPublisher;
+
+  @Inject()
+  private uow: UnitOfWork;
+
+  /**
+   * Disconnects the given bank account.
+   * @param {number} tenantId 
+   * @param {number} bankAccountId 
+   * @returns {Promise<void>}
+   */
+  async disconnectBankAccount(tenantId: number, bankAccountId: number) {
+    const { Account, PlaidItem } = this.tenancy.models(tenantId);
+
+    const account = await Account.query()
+      .findById(bankAccountId)
+      .where('type', ['bank'])
+      .throwIfNotFound();
+
+    const plaidItem = await PlaidItem.query().findById(account.plaidAccountId);
+
+    if (!plaidItem) {
+      throw new ServiceError(ERRORS.BANK_ACCOUNT_NOT_CONNECTED);
+    }
+    const request = {
+      accessToken: plaidItem.plaidAccessToken,
+    };
+    const plaidInstance = new PlaidClientWrapper();
+
+    // 
+    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+      await this.eventPublisher.emitAsync(events.bankAccount.onDisconnecting, {
+        tenantId,
+        bankAccountId,
+      });
+      // Remove the Plaid item.
+      const data = await plaidInstance.itemRemove(request);
+
+      // Remove the Plaid item from the system.
+      await PlaidItem.query().findById(account.plaidAccountId).delete();
+
+      // Remove the plaid item association to the bank account.
+      await Account.query().findById(bankAccountId).patch({
+        plaidAccountId: null,
+        isFeedsActive: false,
+      });
+      await this.eventPublisher.emitAsync(events.bankAccount.onDisconnected, {
+        tenantId,
+        bankAccountId,
+      });
+    });
+  }
+}
+
+const ERRORS = {
+  BANK_ACCOUNT_NOT_CONNECTED: 'BANK_ACCOUNT_NOT_CONNECTED',
+};

packages/server/src/subscribers/events.ts

@@ -651,6 +651,11 @@ export default {
     onUnexcluded: 'onBankTransactionUnexcluded',
   },
 
+  bankAccount: {
+    onDisconnecting: 'onBankAccountDisconnecting',
+    onDisconnected: 'onBankAccountDisconnected',
+  },
+
   // Import files.
   import: {
     onImportCommitted: 'onImportFileCommitted',

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

@@ -11,6 +11,7 @@ import {
   MenuItem,
   PopoverInteractionKind,
   Position,
+  Intent,
 } from '@blueprintjs/core';
 import { useHistory } from 'react-router-dom';
 import {
@@ -18,6 +19,7 @@ import {
   DashboardActionsBar,
   DashboardRowsHeightButton,
   FormattedMessage as T,
+  AppToaster,
 } from '@/components';
 
 import { CashFlowMenuItems } from './utils';
@@ -33,6 +35,7 @@ import withSettings from '@/containers/Settings/withSettings';
 import withSettingsActions from '@/containers/Settings/withSettingsActions';
 
 import { compose } from '@/utils';
+import { useDisconnectBankAccount } from '@/hooks/query/bank-rules';
 
 function AccountTransactionsActionsBar({
   // #withDialogActions
@@ -50,6 +53,8 @@ function AccountTransactionsActionsBar({
   // Refresh cashflow infinity transactions hook.
   const { refresh } = useRefreshCashflowTransactionsInfinity();
 
+  const { mutateAsync: disconnectBankAccount } = useDisconnectBankAccount();
+
   // Retrieves the money in/out buttons options.
   const addMoneyInOptions = useMemo(() => getAddMoneyInOptions(), []);
   const addMoneyOutOptions = useMemo(() => getAddMoneyOutOptions(), []);
@@ -82,6 +87,26 @@ function AccountTransactionsActionsBar({
   const handleBankRulesClick = () => {
     history.push(`/bank-rules?accountId=${accountId}`);
   };
+
+  const isConnected = true;
+
+  // Handles the bank account disconnect click.
+  const handleDisconnectClick = () => {
+    disconnectBankAccount(accountId)
+      .then(() => {
+        AppToaster.show({
+          message: 'The bank account has been disconnected.',
+          intent: Intent.SUCCESS,
+        });
+      })
+      .catch((error) => {
+        AppToaster.show({
+          message: 'Something went wrong.',
+          intent: Intent.DANGER,
+        });
+      });
+  };
+
   // Handle the refresh button click.
   const handleRefreshBtnClick = () => {
     refresh();
@@ -142,6 +167,10 @@ function AccountTransactionsActionsBar({
           content={
             <Menu>
               <MenuItem onClick={handleBankRulesClick} text={'Bank rules'} />
+
+              {isConnected && (
+                <MenuItem onClick={handleDisconnectClick} text={'Disconnect'} />
+              )}
             </Menu>
           }
         >

packages/webapp/src/hooks/query/bank-rules.ts

@@ -1,4 +1,3 @@
-// @ts-nocheck
 import {
   QueryClient,
   UseMutationOptions,
@@ -61,6 +60,26 @@ export function useCreateBankRule(
   );
 }
 
+interface DisconnectBankAccountRes {}
+
+export function useDisconnectBankAccount(
+  options?: UseMutationOptions<number, Error, DisconnectBankAccountRes>,
+) {
+  const queryClient = useQueryClient();
+  const apiRequest = useApiRequest();
+
+  return useMutation<number, Error, DisconnectBankAccountRes>(
+    (bankAccountId: number) =>
+      apiRequest
+        .post(`/banking/bank_accounts/${bankAccountId}`)
+        .then((res) => res.data),
+    {
+      ...options,
+      onSuccess: () => {},
+    },
+  );
+}
+
 interface EditBankRuleValues {
   id: number;
   value: any;