docs: update .all-contributorsrc [skip ci]

Fixed Quick Payment Dialogs

.all-contributorsrc

@@ -132,6 +132,15 @@
       "contributions": [
         "bug"
       ]
+    },
+    {
+      "login": "oleynikd",
+      "name": "Denis",
+      "avatar_url": "https://avatars.githubusercontent.com/u/3976868?v=4",
+      "profile": "https://github.com/oleynikd",
+      "contributions": [
+        "bug"
+      ]
     }
   ],
   "contributorsPerLine": 7,

README.md

@@ -126,6 +126,9 @@ Thanks goes to these wonderful people ([emoji key](https://allcontributors.org/d
       <td align="center" valign="top" width="14.28%"><a href="http://vederis.id"><img src="https://avatars.githubusercontent.com/u/13505006?v=4?s=100" width="100px;" alt="Vederis Leunardus"/><br /><sub><b>Vederis Leunardus</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/commits?author=cloudsbird" title="Code">💻</a></td>
       <td align="center" valign="top" width="14.28%"><a href="http://www.pivoten.com"><img src="https://avatars.githubusercontent.com/u/104120598?v=4?s=100" width="100px;" alt="Chris Cantrell"/><br /><sub><b>Chris Cantrell</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Accantrell72" title="Bug reports">🐛</a></td>
     </tr>
+    <tr>
+      <td align="center" valign="top" width="14.28%"><a href="https://github.com/oleynikd"><img src="https://avatars.githubusercontent.com/u/3976868?v=4?s=100" width="100px;" alt="Denis"/><br /><sub><b>Denis</b></sub></a><br /><a href="https://github.com/bigcapitalhq/bigcapital/issues?q=author%3Aoleynikd" title="Bug reports">🐛</a></td>
+    </tr>
   </tbody>
 </table>
 

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 +20,11 @@ export class BankAccountsController extends BaseController {
     const router = Router();
 
     router.get('/:bankAccountId/meta', this.getBankAccountSummary.bind(this));
+    router.post(
+      '/:bankAccountId/disconnect',
+      this.disconnectBankAccount.bind(this)
+    );
+    router.post('/:bankAccountId/update', this.refreshBankAccount.bind(this));
 
     return router;
   }
@@ -46,4 +55,58 @@ 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);
+    }
+  }
+
+  /**
+   * Refresh the given bank account.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response|null>}
+   */
+  async refreshBankAccount(
+    req: Request<{ bankAccountId: number }>,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { bankAccountId } = req.params;
+    const { tenantId } = req;
+
+    try {
+      await this.bankAccountsApp.refreshBankAccount(tenantId, bankAccountId);
+
+      return res.status(200).send({
+        id: bankAccountId,
+        message: 'The bank account has been disconnected.',
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
 }

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

@@ -1,8 +1,9 @@
 import { Inject, Service } from 'typedi';
-import { param } from 'express-validator';
-import { NextFunction, Request, Response, Router, query } from 'express';
+import { body, param, query } from 'express-validator';
+import { NextFunction, Request, Response, Router } from 'express';
 import BaseController from '../BaseController';
 import { ExcludeBankTransactionsApplication } from '@/services/Banking/Exclude/ExcludeBankTransactionsApplication';
+import { map, parseInt, trim } from 'lodash';
 
 @Service()
 export class ExcludeBankTransactionsController extends BaseController {
@@ -15,9 +16,21 @@ export class ExcludeBankTransactionsController extends BaseController {
   public router() {
     const router = Router();
 
+    router.put(
+      '/transactions/exclude',
+      [body('ids').exists()],
+      this.validationResult,
+      this.excludeBulkBankTransactions.bind(this)
+    );
+    router.put(
+      '/transactions/unexclude',
+      [body('ids').exists()],
+      this.validationResult,
+      this.unexcludeBulkBankTransactins.bind(this)
+    );
     router.put(
       '/transactions/:transactionId/exclude',
-      [param('transactionId').exists()],
+      [param('transactionId').exists().toInt()],
       this.validationResult,
       this.excludeBankTransaction.bind(this)
     );
@@ -94,6 +107,63 @@ export class ExcludeBankTransactionsController extends BaseController {
     }
   }
 
+  /**
+   * Exclude bank transactions in bulk.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   */
+  private async excludeBulkBankTransactions(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ) {
+    const { tenantId } = req;
+    const { ids } = this.matchedBodyData(req);
+
+    try {
+      await this.excludeBankTransactionApp.excludeBankTransactions(
+        tenantId,
+        ids
+      );
+      return res.status(200).send({
+        message: 'The given bank transactions have been excluded',
+        ids,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
+  /**
+   * Unexclude the given bank transactions in bulk.
+   * @param {Request} req
+   * @param {Response} res
+   * @param {NextFunction} next
+   * @returns {Promise<Response | null>}
+   */
+  private async unexcludeBulkBankTransactins(
+    req: Request,
+    res: Response,
+    next: NextFunction
+  ): Promise<Response | null> {
+    const { tenantId } = req;
+    const { ids } = this.matchedBodyData(req);
+
+    try {
+      await this.excludeBankTransactionApp.unexcludeBankTransactions(
+        tenantId,
+        ids
+      );
+      return res.status(200).send({
+        message: 'The given bank transactions have been excluded',
+        ids,
+      });
+    } catch (error) {
+      next(error);
+    }
+  }
+
   /**
    * Retrieves the excluded uncategorized bank transactions.
    * @param {Request} req
@@ -109,7 +179,6 @@ export class ExcludeBankTransactionsController extends BaseController {
     const { tenantId } = req;
     const filter = this.matchedBodyData(req);
 
-    console.log('123');
     try {
       const data =
         await this.excludeBankTransactionApp.getExcludedBankTransactions(

packages/server/src/config/index.ts

@@ -236,6 +236,10 @@ module.exports = {
     secretAccessKey: process.env.S3_SECRET_ACCESS_KEY,
     endpoint: process.env.S3_ENDPOINT,
     bucket: process.env.S3_BUCKET || 'bigcapital-documents',
+    forcePathStyle: parseBoolean(
+      defaultTo(process.env.S3_FORCE_PATH_STYLE, false),
+      false
+    ),
   },
 
   loops: {

packages/server/src/database/migrations/20240716114732_add_plaid_item_id_to_accounts_table.js

@@ -0,0 +1,11 @@
+exports.up = function (knex) {
+  return knex.schema.table('accounts', (table) => {
+    table.string('plaid_item_id').nullable();
+  });
+};
+
+exports.down = function (knex) {
+  return knex.schema.table('accounts', (table) => {
+    table.dropColumn('plaid_item_id');
+  });
+};

packages/server/src/database/migrations/20240729172403_add_is_syncing_owner_to_accounts_table.js

@@ -0,0 +1,19 @@
+exports.up = function (knex) {
+  return knex.schema
+    .table('accounts', (table) => {
+      table
+        .boolean('is_syncing_owner')
+        .defaultTo(false)
+        .after('is_feeds_active');
+    })
+    .then(() => {
+      return knex('accounts')
+        .whereNotNull('plaid_item_id')
+        .orWhereNotNull('plaid_account_id')
+        .update('is_syncing_owner', true);
+    });
+};
+
+exports.down = function (knex) {
+  table.dropColumn('is_syncing_owner');
+};

packages/server/src/interfaces/Account.ts

@@ -15,6 +15,7 @@ export interface IAccountDTO {
 export interface IAccountCreateDTO extends IAccountDTO {
   currencyCode?: string;
   plaidAccountId?: string;
+  plaidItemId?: string;
 }
 
 export interface IAccountEditDTO extends IAccountDTO {}
@@ -37,6 +38,8 @@ export interface IAccount {
   accountNormal: string;
   accountParentType: string;
   bankBalance: string;
+  plaidItemId: number | null
+  lastFeedsUpdatedAt: Date;
 }
 
 export enum AccountNormal {

packages/server/src/lib/Plaid/Plaid.ts

@@ -1,69 +1,12 @@
-import { forEach } from 'lodash';
 import { Configuration, PlaidApi, PlaidEnvironments } from 'plaid';
-import { createPlaidApiEvent } from './PlaidApiEventsDBSync';
 import config from '@/config';
 
-const OPTIONS = { clientApp: 'Plaid-Pattern' };
-
-// We want to log requests to / responses from the Plaid API (via the Plaid client), as this data
-// can be useful for troubleshooting.
-
-/**
- * Logging function for Plaid client methods that use an access_token as an argument. Associates
- * the Plaid API event log entry with the item and user the request is for.
- *
- * @param {string} clientMethod the name of the Plaid client method called.
- * @param {Array} clientMethodArgs the arguments passed to the Plaid client method.
- * @param {Object} response the response from the Plaid client.
- */
-const defaultLogger = async (clientMethod, clientMethodArgs, response) => {
-  const accessToken = clientMethodArgs[0].access_token;
-  // const { id: itemId, user_id: userId } = await retrieveItemByPlaidAccessToken(
-  //   accessToken
-  // );
-  // await createPlaidApiEvent(1, 1, clientMethod, clientMethodArgs, response);
-
-  // console.log(response);
-};
-
-/**
- * Logging function for Plaid client methods that do not use access_token as an argument. These
- * Plaid API event log entries will not be associated with an item or user.
- *
- * @param {string} clientMethod the name of the Plaid client method called.
- * @param {Array} clientMethodArgs the arguments passed to the Plaid client method.
- * @param {Object} response the response from the Plaid client.
- */
-const noAccessTokenLogger = async (
-  clientMethod,
-  clientMethodArgs,
-  response
-) => {
-  // console.log(response);
-
-  // await createPlaidApiEvent(
-  //   undefined,
-  //   undefined,
-  //   clientMethod,
-  //   clientMethodArgs,
-  //   response
-  // );
-};
-
-// Plaid client methods used in this app, mapped to their appropriate logging functions.
-const clientMethodLoggingFns = {
-  accountsGet: defaultLogger,
-  institutionsGet: noAccessTokenLogger,
-  institutionsGetById: noAccessTokenLogger,
-  itemPublicTokenExchange: noAccessTokenLogger,
-  itemRemove: defaultLogger,
-  linkTokenCreate: noAccessTokenLogger,
-  transactionsSync: defaultLogger,
-  sandboxItemResetLogin: defaultLogger,
-};
 // Wrapper for the Plaid client. This allows us to easily log data for all Plaid client requests.
 export class PlaidClientWrapper {
-  constructor() {
+  private static instance: PlaidClientWrapper;
+  private client: PlaidApi;
+
+  private constructor() {
     // Initialize the Plaid client.
     const configuration = new Configuration({
       basePath: PlaidEnvironments[config.plaid.env],
@@ -75,26 +18,13 @@ export class PlaidClientWrapper {
         },
       },
     });
-
     this.client = new PlaidApi(configuration);
-
-    // Wrap the Plaid client methods to add a logging function.
-    forEach(clientMethodLoggingFns, (logFn, method) => {
-      this[method] = this.createWrappedClientMethod(method, logFn);
-    });
   }
 
-  // Allows us to log API request data for troubleshooting purposes.
-  createWrappedClientMethod(clientMethod, log) {
-    return async (...args) => {
-      try {
-        const res = await this.client[clientMethod](...args);
-        await log(clientMethod, args, res);
-        return res;
-      } catch (err) {
-        await log(clientMethod, args, err?.response?.data);
-        throw err;
-      }
-    };
+  public static getClient(): PlaidApi {
+    if (!PlaidClientWrapper.instance) {
+      PlaidClientWrapper.instance = new PlaidClientWrapper();
+    }
+    return PlaidClientWrapper.instance.client;
   }
 }

packages/server/src/lib/S3/S3.ts

@@ -8,4 +8,5 @@ export const s3 = new S3Client({
     secretAccessKey: config.s3.secretAccessKey,
   },
   endpoint: config.s3.endpoint,
+  forcePathStyle: config.s3.forcePathStyle,
 });

packages/server/src/loaders/eventEmitter.ts

@@ -113,6 +113,7 @@ import { UnlinkBankRuleOnDeleteBankRule } from '@/services/Banking/Rules/events/
 import { DecrementUncategorizedTransactionOnMatching } from '@/services/Banking/Matching/events/DecrementUncategorizedTransactionsOnMatch';
 import { DecrementUncategorizedTransactionOnExclude } from '@/services/Banking/Exclude/events/DecrementUncategorizedTransactionOnExclude';
 import { DecrementUncategorizedTransactionOnCategorize } from '@/services/Cashflow/subscribers/DecrementUncategorizedTransactionOnCategorize';
+import { DisconnectPlaidItemOnAccountDeleted } from '@/services/Banking/BankAccounts/events/DisconnectPlaidItemOnAccountDeleted';
 import { LoopsEventsSubscriber } from '@/services/Loops/LoopsEventsSubscriber';
 
 export default () => {
@@ -275,6 +276,7 @@ export const susbcribers = () => {
 
     // Plaid
     RecognizeSyncedBankTranasctions,
+    DisconnectPlaidItemOnAccountDeleted,
 
     // Loops
     LoopsEventsSubscriber

packages/server/src/models/Account.ts

@@ -197,6 +197,7 @@ export default class Account extends mixin(TenantModel, [
     const ExpenseEntry = require('models/ExpenseCategory');
     const ItemEntry = require('models/ItemEntry');
     const UncategorizedTransaction = require('models/UncategorizedCashflowTransaction');
+    const PlaidItem = require('models/PlaidItem');
 
     return {
       /**
@@ -321,6 +322,18 @@ export default class Account extends mixin(TenantModel, [
           query.where('categorized', false);
         },
       },
+
+      /**
+       * Account model may belongs to a Plaid item.
+       */
+      plaidItem: {
+        relation: Model.BelongsToOneRelation,
+        modelClass: PlaidItem.default,
+        join: {
+          from: 'accounts.plaidItemId',
+          to: 'plaid_items.plaidItemId',
+        },
+      },
     };
   }
 

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

@@ -13,7 +13,12 @@ export class AccountTransformer extends Transformer {
    * @returns {Array}
    */
   public includeAttributes = (): string[] => {
-    return ['formattedAmount', 'flattenName', 'bankBalanceFormatted'];
+    return [
+      'formattedAmount',
+      'flattenName',
+      'bankBalanceFormatted',
+      'lastFeedsUpdatedAtFormatted',
+    ];
   };
 
   /**
@@ -52,6 +57,15 @@ export class AccountTransformer extends Transformer {
     });
   };
 
+  /**
+   * Retrieves the formatted last feeds update at.
+   * @param {IAccount} account
+   * @returns {string}
+   */
+  protected lastFeedsUpdatedAtFormatted = (account: IAccount): string => {
+    return this.formatDate(account.lastFeedsUpdatedAt);
+  };
+
   /**
    * Transformes the accounts collection to flat or nested array.
    * @param {IAccount[]}

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

@@ -96,6 +96,11 @@ export class CreateAccount {
       ...createAccountDTO,
       slug: kebabCase(createAccountDTO.name),
       currencyCode: createAccountDTO.currencyCode || baseCurrency,
+
+      // Mark the account is Plaid owner since Plaid item/account is defined on creating.
+      isSyncingOwner: Boolean(
+        createAccountDTO.plaidAccountId || createAccountDTO.plaidItemId
+      ),
     };
   };
 
@@ -117,12 +122,7 @@ export class CreateAccount {
     const tenantMeta = await TenantMetadata.query().findOne({ tenantId });
 
     // Authorize the account creation.
-    await this.authorize(
-      tenantId,
-      accountDTO,
-      tenantMeta.baseCurrency,
-      params
-    );
+    await this.authorize(tenantId, accountDTO, tenantMeta.baseCurrency, params);
     // Transformes the DTO to model.
     const accountInputModel = this.transformDTOToModel(
       accountDTO,
@@ -157,4 +157,3 @@ export class CreateAccount {
     );
   };
 }
-

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

@@ -0,0 +1,38 @@
+import { Inject, Service } from 'typedi';
+import { DisconnectBankAccount } from './DisconnectBankAccount';
+import { RefreshBankAccountService } from './RefreshBankAccount';
+
+@Service()
+export class BankAccountsApplication {
+  @Inject()
+  private disconnectBankAccountService: DisconnectBankAccount;
+
+  @Inject()
+  private refreshBankAccountService: RefreshBankAccountService;
+
+  /**
+   * 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
+    );
+  }
+
+  /**
+   * Refresh the bank transactions of the given bank account.
+   * @param {number} tenantId
+   * @param {number} bankAccountId
+   * @returns {Promise<void>} 
+   */
+  async refreshBankAccount(tenantId: number, bankAccountId: number) {
+    return this.refreshBankAccountService.refreshBankAccount(
+      tenantId,
+      bankAccountId
+    );
+  }
+}

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

@@ -0,0 +1,78 @@
+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';
+import {
+  ERRORS,
+  IBankAccountDisconnectedEventPayload,
+  IBankAccountDisconnectingEventPayload,
+} from './types';
+import { ACCOUNT_TYPE } from '@/data/AccountTypes';
+
+@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>}
+   */
+  public async disconnectBankAccount(tenantId: number, bankAccountId: number) {
+    const { Account, PlaidItem } = this.tenancy.models(tenantId);
+
+    // Retrieve the bank account or throw not found error.
+    const account = await Account.query()
+      .findById(bankAccountId)
+      .whereIn('account_type', [ACCOUNT_TYPE.CASH, ACCOUNT_TYPE.BANK])
+      .withGraphFetched('plaidItem')
+      .throwIfNotFound();
+
+    const oldPlaidItem = account.plaidItem;
+
+    if (!oldPlaidItem) {
+      throw new ServiceError(ERRORS.BANK_ACCOUNT_NOT_CONNECTED);
+    }
+    const plaidInstance = PlaidClientWrapper.getClient();
+
+    return this.uow.withTransaction(tenantId, async (trx: Knex.Transaction) => {
+      // Triggers `onBankAccountDisconnecting` event.
+      await this.eventPublisher.emitAsync(events.bankAccount.onDisconnecting, {
+        tenantId,
+        bankAccountId,
+      } as IBankAccountDisconnectingEventPayload);
+
+      // Remove the Plaid item from the system.
+      await PlaidItem.query(trx).findById(account.plaidItemId).delete();
+
+      // Remove the plaid item association to the bank account.
+      await Account.query(trx).findById(bankAccountId).patch({
+        plaidAccountId: null,
+        plaidItemId: null,
+        isFeedsActive: false,
+      });
+      // Remove the Plaid item.
+      await plaidInstance.itemRemove({
+        access_token: oldPlaidItem.plaidAccessToken,
+      });
+      // Triggers `onBankAccountDisconnected` event.
+      await this.eventPublisher.emitAsync(events.bankAccount.onDisconnected, {
+        tenantId,
+        bankAccountId,
+        trx,
+      } as IBankAccountDisconnectedEventPayload);
+    });
+  }
+}

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

@@ -0,0 +1,36 @@
+import { Inject, Service } from 'typedi';
+import { ServiceError } from '@/exceptions';
+import { PlaidClientWrapper } from '@/lib/Plaid';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+import { ERRORS } from './types';
+
+@Service()
+export class RefreshBankAccountService {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  /**
+   * Asks Plaid to trigger syncing the given bank account.
+   * @param {number} tenantId
+   * @param {number} bankAccountId
+   * @returns {Promise<void>}
+   */
+  public async refreshBankAccount(tenantId: number, bankAccountId: number) {
+    const { Account } = this.tenancy.models(tenantId);
+
+    const bankAccount = await Account.query()
+      .findById(bankAccountId)
+      .withGraphFetched('plaidItem')
+      .throwIfNotFound();
+
+    // Can't continue if the given account is not linked with Plaid item.
+    if (!bankAccount.plaidItem) {
+      throw new ServiceError(ERRORS.BANK_ACCOUNT_NOT_CONNECTED);
+    }
+    const plaidInstance = PlaidClientWrapper.getClient();
+
+    await plaidInstance.transactionsRefresh({
+      access_token: bankAccount.plaidItem.plaidAccessToken,
+    });
+  }
+}

packages/server/src/services/Banking/BankAccounts/events/DisconnectPlaidItemOnAccountDeleted.ts

@@ -0,0 +1,63 @@
+import { Inject, Service } from 'typedi';
+import { IAccountEventDeletedPayload } from '@/interfaces';
+import { PlaidClientWrapper } from '@/lib/Plaid';
+import HasTenancyService from '@/services/Tenancy/TenancyService';
+import events from '@/subscribers/events';
+
+@Service()
+export class DisconnectPlaidItemOnAccountDeleted {
+  @Inject()
+  private tenancy: HasTenancyService;
+
+  /**
+   * Constructor method.
+   */
+  public attach(bus) {
+    bus.subscribe(
+      events.accounts.onDeleted,
+      this.handleDisconnectPlaidItemOnAccountDelete.bind(this)
+    );
+  }
+
+  /**
+   * Deletes Plaid item from the system and Plaid once the account deleted.
+   * @param {IAccountEventDeletedPayload} payload
+   * @returns {Promise<void>}
+   */
+  private async handleDisconnectPlaidItemOnAccountDelete({
+    tenantId,
+    oldAccount,
+    trx,
+  }: IAccountEventDeletedPayload) {
+    const { PlaidItem, Account } = this.tenancy.models(tenantId);
+
+    // Can't continue if the deleted account is not linked to Plaid item.
+    if (!oldAccount.plaidItemId) return;
+
+    // Retrieves the Plaid item that associated to the deleted account.
+    const oldPlaidItem = await PlaidItem.query(trx).findOne(
+      'plaidItemId',
+      oldAccount.plaidItemId
+    );
+    // Unlink the Plaid item from all account before deleting it.
+    await Account.query(trx)
+      .where('plaidItemId', oldAccount.plaidItemId)
+      .patch({
+        plaidAccountId: null,
+        plaidItemId: null,
+      });
+    // Remove the Plaid item from the system.
+    await PlaidItem.query(trx)
+      .findOne('plaidItemId', oldAccount.plaidItemId)
+      .delete();
+
+    if (oldPlaidItem) {
+      const plaidInstance = PlaidClientWrapper.getClient();
+
+      // Remove the Plaid item.
+      await plaidInstance.itemRemove({
+        access_token: oldPlaidItem.plaidAccessToken,
+      });
+    }
+  }
+}

packages/server/src/services/Banking/BankAccounts/types.ts

@@ -0,0 +1,17 @@
+import { Knex } from 'knex';
+
+export interface IBankAccountDisconnectingEventPayload {
+  tenantId: number;
+  bankAccountId: number;
+  trx: Knex.Transaction;
+}
+
+export interface IBankAccountDisconnectedEventPayload {
+  tenantId: number;
+  bankAccountId: number;
+  trx: Knex.Transaction;
+}
+
+export const ERRORS = {
+  BANK_ACCOUNT_NOT_CONNECTED: 'BANK_ACCOUNT_NOT_CONNECTED',
+};

packages/server/src/services/Banking/Exclude/ExcludeBankTransactions.ts

@@ -0,0 +1,32 @@
+import { Inject, Service } from 'typedi';
+import PromisePool from '@supercharge/promise-pool';
+import { castArray } from 'lodash';
+import { ExcludeBankTransaction } from './ExcludeBankTransaction';
+
+@Service()
+export class ExcludeBankTransactions {
+  @Inject()
+  private excludeBankTransaction: ExcludeBankTransaction;
+
+  /**
+   * Exclude bank transactions in bulk.
+   * @param {number} tenantId
+   * @param {number} bankTransactionIds
+   * @returns {Promise<void>}
+   */
+  public async excludeBankTransactions(
+    tenantId: number,
+    bankTransactionIds: Array<number> | number
+  ) {
+    const _bankTransactionIds = castArray(bankTransactionIds);
+
+    await PromisePool.withConcurrency(1)
+      .for(_bankTransactionIds)
+      .process((bankTransactionId: number) => {
+        return this.excludeBankTransaction.excludeBankTransaction(
+          tenantId,
+          bankTransactionId
+        );
+      });
+  }
+}

packages/server/src/services/Banking/Exclude/ExcludeBankTransactionsApplication.ts

@@ -3,6 +3,8 @@ import { ExcludeBankTransaction } from './ExcludeBankTransaction';
 import { UnexcludeBankTransaction } from './UnexcludeBankTransaction';
 import { GetExcludedBankTransactionsService } from './GetExcludedBankTransactions';
 import { ExcludedBankTransactionsQuery } from './_types';
+import { UnexcludeBankTransactions } from './UnexcludeBankTransactions';
+import { ExcludeBankTransactions } from './ExcludeBankTransactions';
 
 @Service()
 export class ExcludeBankTransactionsApplication {
@@ -15,6 +17,12 @@ export class ExcludeBankTransactionsApplication {
   @Inject()
   private getExcludedBankTransactionsService: GetExcludedBankTransactionsService;
 
+  @Inject()
+  private excludeBankTransactionsService: ExcludeBankTransactions;
+
+  @Inject()
+  private unexcludeBankTransactionsService: UnexcludeBankTransactions;
+
   /**
    * Marks a bank transaction as excluded.
    * @param {number} tenantId - The ID of the tenant.
@@ -56,4 +64,36 @@ export class ExcludeBankTransactionsApplication {
       filter
     );
   }
+
+  /**
+   * Exclude the given bank transactions in bulk.
+   * @param {number} tenantId
+   * @param {Array<number> | number} bankTransactionIds
+   * @returns {Promise<void>}
+   */
+  public excludeBankTransactions(
+    tenantId: number,
+    bankTransactionIds: Array<number> | number
+  ): Promise<void> {
+    return this.excludeBankTransactionsService.excludeBankTransactions(
+      tenantId,
+      bankTransactionIds
+    );
+  }
+
+  /**
+   * Exclude the given bank transactions in bulk.
+   * @param {number} tenantId
+   * @param {Array<number> | number} bankTransactionIds
+   * @returns {Promise<void>}
+   */
+  public unexcludeBankTransactions(
+    tenantId: number,
+    bankTransactionIds: Array<number> | number
+  ): Promise<void> {
+    return this.unexcludeBankTransactionsService.unexcludeBankTransactions(
+      tenantId,
+      bankTransactionIds
+    );
+  }
 }

packages/server/src/services/Banking/Exclude/UnexcludeBankTransactions.ts

@@ -0,0 +1,31 @@
+import { Inject, Service } from 'typedi';
+import PromisePool from '@supercharge/promise-pool';
+import { UnexcludeBankTransaction } from './UnexcludeBankTransaction';
+import { castArray } from 'lodash';
+
+@Service()
+export class UnexcludeBankTransactions {
+  @Inject()
+  private unexcludeBankTransaction: UnexcludeBankTransaction;
+
+  /**
+   * Unexclude bank transactions in bulk.
+   * @param {number} tenantId
+   * @param {number} bankTransactionIds
+   */
+  public async unexcludeBankTransactions(
+    tenantId: number,
+    bankTransactionIds: Array<number> | number
+  ) {
+    const _bankTransactionIds = castArray(bankTransactionIds);
+
+    await PromisePool.withConcurrency(1)
+      .for(_bankTransactionIds)
+      .process((bankTransactionId: number) => {
+        return this.unexcludeBankTransaction.unexcludeBankTransaction(
+          tenantId,
+          bankTransactionId
+        );
+      });
+  }
+}

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

@@ -28,7 +28,7 @@ export class PlaidItemService {
     const { PlaidItem } = this.tenancy.models(tenantId);
     const { publicToken, institutionId } = itemDTO;
 
-    const plaidInstance = new PlaidClientWrapper();
+    const plaidInstance = PlaidClientWrapper.getClient();
 
     // Exchange the public token for a private access token and store with the item.
     const response = await plaidInstance.itemPublicTokenExchange({

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

@@ -26,7 +26,7 @@ export class PlaidLinkTokenService {
       webhook: config.plaid.linkWebhook,
       access_token: accessToken,
     };
-    const plaidInstance = new PlaidClientWrapper();
+    const plaidInstance = PlaidClientWrapper.getClient();
     const createResponse = await plaidInstance.linkTokenCreate(linkTokenParams);
 
     return createResponse.data;

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

@@ -2,6 +2,11 @@ import * as R from 'ramda';
 import { Inject, Service } from 'typedi';
 import bluebird from 'bluebird';
 import { entries, groupBy } from 'lodash';
+import {
+  AccountBase as PlaidAccountBase,
+  Item as PlaidItem,
+  Institution as PlaidInstitution,
+} from 'plaid';
 import { CreateAccount } from '@/services/Accounts/CreateAccount';
 import {
   IAccountCreateDTO,
@@ -53,6 +58,7 @@ export class PlaidSyncDb {
     trx?: Knex.Transaction
   ) {
     const { Account } = this.tenancy.models(tenantId);
+
     const plaidAccount = await Account.query().findOne(
       'plaidAccountId',
       createBankAccountDTO.plaidAccountId
@@ -77,13 +83,15 @@ export class PlaidSyncDb {
    */
   public async syncBankAccounts(
     tenantId: number,
-    plaidAccounts: PlaidAccount[],
-    institution: any,
+    plaidAccounts: PlaidAccountBase[],
+    institution: PlaidInstitution,
+    item: PlaidItem,
     trx?: Knex.Transaction
   ): Promise<void> {
-    const transformToPlaidAccounts =
-      transformPlaidAccountToCreateAccount(institution);
-
+    const transformToPlaidAccounts = transformPlaidAccountToCreateAccount(
+      item,
+      institution
+    );
     const accountCreateDTOs = R.map(transformToPlaidAccounts)(plaidAccounts);
 
     await bluebird.map(

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

@@ -53,7 +53,7 @@ export class PlaidUpdateTransactions {
       await this.fetchTransactionUpdates(tenantId, plaidItemId);
 
     const request = { access_token: accessToken };
-    const plaidInstance = new PlaidClientWrapper();
+    const plaidInstance = PlaidClientWrapper.getClient();
     const {
       data: { accounts, item },
     } = await plaidInstance.accountsGet(request);
@@ -66,7 +66,13 @@ export class PlaidUpdateTransactions {
       country_codes: ['US', 'UK'],
     });
     // Sync bank accounts.
-    await this.plaidSync.syncBankAccounts(tenantId, accounts, institution, trx);
+    await this.plaidSync.syncBankAccounts(
+      tenantId,
+      accounts,
+      institution,
+      item,
+      trx
+    );
     // Sync bank account transactions.
     await this.plaidSync.syncAccountsTransactions(
       tenantId,
@@ -141,7 +147,7 @@ export class PlaidUpdateTransactions {
           cursor: cursor,
           count: batchSize,
         };
-        const plaidInstance = new PlaidClientWrapper();
+        const plaidInstance = PlaidClientWrapper.getClient();
         const response = await plaidInstance.transactionsSync(request);
         const data = response.data;
         // Add this page of results

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

@@ -1,18 +1,28 @@
 import * as R from 'ramda';
+import {
+  Item as PlaidItem,
+  Institution as PlaidInstitution,
+  AccountBase as PlaidAccount,
+} from 'plaid';
 import {
   CreateUncategorizedTransactionDTO,
   IAccountCreateDTO,
-  PlaidAccount,
   PlaidTransaction,
 } from '@/interfaces';
 
 /**
  * Transformes the Plaid account to create cashflow account DTO.
- * @param {PlaidAccount} plaidAccount
+ * @param {PlaidItem} item -
+ * @param {PlaidInstitution} institution -
+ * @param {PlaidAccount} plaidAccount -
  * @returns {IAccountCreateDTO}
  */
 export const transformPlaidAccountToCreateAccount = R.curry(
-  (institution: any, plaidAccount: PlaidAccount): IAccountCreateDTO => {
+  (
+    item: PlaidItem,
+    institution: PlaidInstitution,
+    plaidAccount: PlaidAccount
+  ): IAccountCreateDTO => {
     return {
       name: `${institution.name} - ${plaidAccount.name}`,
       code: '',
@@ -20,9 +30,10 @@ export const transformPlaidAccountToCreateAccount = R.curry(
       currencyCode: plaidAccount.balances.iso_currency_code,
       accountType: 'cash',
       active: true,
-      plaidAccountId: plaidAccount.account_id,
       bankBalance: plaidAccount.balances.current,
       accountMask: plaidAccount.mask,
+      plaidAccountId: plaidAccount.account_id,
+      plaidItemId: item.item_id,
     };
   }
 );

packages/server/src/subscribers/events.ts

@@ -658,6 +658,11 @@ export default {
     onUnexcluded: 'onBankTransactionUnexcluded',
   },
 
+  bankAccount: {
+    onDisconnecting: 'onBankAccountDisconnecting',
+    onDisconnected: 'onBankAccountDisconnected',
+  },
+
   // Import files.
   import: {
     onImportCommitted: 'onImportFileCommitted',

packages/webapp/src/components/AppToaster/index.tsx

@@ -2,6 +2,6 @@
 import { Position, Toaster, Intent } from '@blueprintjs/core';
 
 export const AppToaster = Toaster.create({
-  position: Position.RIGHT_BOTTOM,
+  position: Position.TOP,
   intent: Intent.WARNING,
 });

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

@@ -11,13 +11,19 @@ import {
   MenuItem,
   PopoverInteractionKind,
   Position,
+  Intent,
+  Tooltip,
+  MenuDivider,
 } from '@blueprintjs/core';
 import { useHistory } from 'react-router-dom';
+import { isEmpty } from 'lodash';
 import {
   Icon,
   DashboardActionsBar,
   DashboardRowsHeightButton,
   FormattedMessage as T,
+  AppToaster,
+  If,
 } from '@/components';
 
 import { CashFlowMenuItems } from './utils';
@@ -33,6 +39,13 @@ import withSettings from '@/containers/Settings/withSettings';
 import withSettingsActions from '@/containers/Settings/withSettingsActions';
 
 import { compose } from '@/utils';
+import {
+  useDisconnectBankAccount,
+  useUpdateBankAccount,
+  useExcludeUncategorizedTransactions,
+  useUnexcludeUncategorizedTransactions,
+} from '@/hooks/query/bank-rules';
+import { withBanking } from '../withBanking';
 
 function AccountTransactionsActionsBar({
   // #withDialogActions
@@ -43,17 +56,27 @@ function AccountTransactionsActionsBar({
 
   // #withSettingsActions
   addSetting,
+
+  // #withBanking
+  uncategorizedTransationsIdsSelected,
+  excludedTransactionsIdsSelected,
 }) {
   const history = useHistory();
-  const { accountId } = useAccountTransactionsContext();
+  const { accountId, currentAccount } = useAccountTransactionsContext();
 
   // Refresh cashflow infinity transactions hook.
   const { refresh } = useRefreshCashflowTransactionsInfinity();
 
+  const { mutateAsync: disconnectBankAccount } = useDisconnectBankAccount();
+  const { mutateAsync: updateBankAccount } = useUpdateBankAccount();
+
   // Retrieves the money in/out buttons options.
   const addMoneyInOptions = useMemo(() => getAddMoneyInOptions(), []);
   const addMoneyOutOptions = useMemo(() => getAddMoneyOutOptions(), []);
 
+  const isFeedsActive = !!currentAccount.is_feeds_active;
+  const isSyncingOwner = currentAccount.is_syncing_owner;
+
   // Handle table row size change.
   const handleTableRowSizeChange = (size) => {
     addSetting('cashflowTransactions', 'tableSize', size);
@@ -82,11 +105,92 @@ function AccountTransactionsActionsBar({
   const handleBankRulesClick = () => {
     history.push(`/bank-rules?accountId=${accountId}`);
   };
+
+  // Handles the bank account disconnect click.
+  const handleDisconnectClick = () => {
+    disconnectBankAccount({ bankAccountId: 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,
+        });
+      });
+  };
+  // handles the bank update button click.
+  const handleBankUpdateClick = () => {
+    updateBankAccount({ bankAccountId: accountId })
+      .then(() => {
+        AppToaster.show({
+          message: 'The transactions of the bank account has been updated.',
+          intent: Intent.SUCCESS,
+        });
+      })
+      .catch(() => {
+        AppToaster.show({
+          message: 'Something went wrong.',
+          intent: Intent.DANGER,
+        });
+      });
+  };
   // Handle the refresh button click.
   const handleRefreshBtnClick = () => {
     refresh();
   };
 
+  const {
+    mutateAsync: excludeUncategorizedTransactions,
+    isLoading: isExcludingLoading,
+  } = useExcludeUncategorizedTransactions();
+
+  const {
+    mutateAsync: unexcludeUncategorizedTransactions,
+    isLoading: isUnexcludingLoading,
+  } = useUnexcludeUncategorizedTransactions();
+
+  // Handles the exclude uncategorized transactions in bulk.
+  const handleExcludeUncategorizedBtnClick = () => {
+    excludeUncategorizedTransactions({
+      ids: uncategorizedTransationsIdsSelected,
+    })
+      .then(() => {
+        AppToaster.show({
+          message: 'The selected transactions have been excluded.',
+          intent: Intent.SUCCESS,
+        });
+      })
+      .catch(() => {
+        AppToaster.show({
+          message: 'Something went wrong',
+          intent: Intent.DANGER,
+        });
+      });
+  };
+
+  // Handles the unexclude categorized button click.
+  const handleUnexcludeUncategorizedBtnClick = () => {
+    unexcludeUncategorizedTransactions({
+      ids: excludedTransactionsIdsSelected,
+    })
+      .then(() => {
+        AppToaster.show({
+          message: 'The selected excluded transactions have been unexcluded.',
+          intent: Intent.SUCCESS,
+        });
+      })
+      .catch((error) => {
+        AppToaster.show({
+          message: 'Something went wrong',
+          intent: Intent.DANGER,
+        });
+      });
+  };
+
   return (
     <DashboardActionsBar>
       <NavbarGroup>
@@ -129,6 +233,45 @@ function AccountTransactionsActionsBar({
           onChange={handleTableRowSizeChange}
         />
         <NavbarDivider />
+
+        <If condition={isSyncingOwner}>
+          <Tooltip
+            content={
+              isFeedsActive
+                ? 'The bank syncing is active'
+                : 'The bank syncing is disconnected'
+            }
+            minimal={true}
+            position={Position.BOTTOM}
+          >
+            <Button
+              className={Classes.MINIMAL}
+              icon={<Icon icon="feed" iconSize={16} />}
+              intent={isFeedsActive ? Intent.SUCCESS : Intent.DANGER}
+            />
+          </Tooltip>
+        </If>
+
+        {!isEmpty(uncategorizedTransationsIdsSelected) && (
+          <Button
+            icon={<Icon icon="disable" iconSize={16} />}
+            text={'Exclude'}
+            onClick={handleExcludeUncategorizedBtnClick}
+            className={Classes.MINIMAL}
+            intent={Intent.DANGER}
+            disabled={isExcludingLoading}
+          />
+        )}
+        {!isEmpty(excludedTransactionsIdsSelected) && (
+          <Button
+            icon={<Icon icon="disable" iconSize={16} />}
+            text={'Unexclude'}
+            onClick={handleUnexcludeUncategorizedBtnClick}
+            className={Classes.MINIMAL}
+            intent={Intent.DANGER}
+            disabled={isUnexcludingLoading}
+          />
+        )}
       </NavbarGroup>
 
       <NavbarGroup align={Alignment.RIGHT}>
@@ -141,7 +284,15 @@ function AccountTransactionsActionsBar({
           }}
           content={
             <Menu>
+              <If condition={isSyncingOwner && isFeedsActive}>
+                <MenuItem onClick={handleBankUpdateClick} text={'Update'} />
+                <MenuDivider />
+              </If>
               <MenuItem onClick={handleBankRulesClick} text={'Bank rules'} />
+
+              <If condition={isSyncingOwner && isFeedsActive}>
+                <MenuItem onClick={handleDisconnectClick} text={'Disconnect'} />
+              </If>
             </Menu>
           }
         >
@@ -164,4 +315,13 @@ export default compose(
   withSettings(({ cashflowTransactionsSettings }) => ({
     cashflowTansactionsTableSize: cashflowTransactionsSettings?.tableSize,
   })),
+  withBanking(
+    ({
+      uncategorizedTransationsIdsSelected,
+      excludedTransactionsIdsSelected,
+    }) => ({
+      uncategorizedTransationsIdsSelected,
+      excludedTransactionsIdsSelected,
+    }),
+  ),
 )(AccountTransactionsActionsBar);

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

@@ -33,6 +33,7 @@ function AccountTransactionsDataTable({
 
   // #withBankingActions
   setUncategorizedTransactionIdForMatching,
+  setUncategorizedTransactionsSelected,
 }) {
   // Retrieve table columns.
   const columns = useAccountUncategorizedTransactionsColumns();
@@ -73,12 +74,19 @@ function AccountTransactionsDataTable({
       });
   };
 
+  // Handle selected rows change.
+  const handleSelectedRowsChange = (selected) => {
+    const _selectedIds = selected?.map((row) => row.original.id);
+    setUncategorizedTransactionsSelected(_selectedIds);
+  };
+
   return (
     <CashflowTransactionsTable
       noInitialFetch={true}
       columns={columns}
       data={uncategorizedTransactions || []}
       sticky={true}
+      selectionColumn={true}
       loading={isUncategorizedTransactionsLoading}
       headerLoading={isUncategorizedTransactionsLoading}
       expandColumnSpace={1}
@@ -99,6 +107,7 @@ function AccountTransactionsDataTable({
         'There is no uncategorized transactions in the current account.'
       }
       className="table-constrant"
+      onSelectedRowsChange={handleSelectedRowsChange}
       payload={{
         onExclude: handleExcludeTransaction,
         onCategorize: handleCategorizeBtnClick,

packages/webapp/src/containers/CashFlow/AccountTransactions/ExcludedTransactions/ExcludedTransactionsTable.tsx

@@ -2,7 +2,7 @@
 import React from 'react';
 import styled from 'styled-components';
 import { Intent } from '@blueprintjs/core';
-
+import * as R from 'ramda';
 import {
   DataTable,
   TableFastCell,
@@ -19,11 +19,20 @@ import { useExcludedTransactionsBoot } from './ExcludedTransactionsTableBoot';
 
 import { ActionsMenu } from './_components';
 import { useUnexcludeUncategorizedTransaction } from '@/hooks/query/bank-rules';
+import {
+  WithBankingActionsProps,
+  withBankingActions,
+} from '../../withBankingActions';
+
+interface ExcludeTransactionsTableProps extends WithBankingActionsProps {}
 
 /**
  * Renders the recognized account transactions datatable.
  */
-export function ExcludedTransactionsTable() {
+function ExcludedTransactionsTableRoot({
+  // #withBankingActions
+  setExcludedTransactionsSelected,
+}: ExcludeTransactionsTableProps) {
   const { excludedBankTransactions } = useExcludedTransactionsBoot();
   const { mutateAsync: unexcludeBankTransaction } =
     useUnexcludeUncategorizedTransaction();
@@ -55,6 +64,12 @@ export function ExcludedTransactionsTable() {
       });
   };
 
+  // Handle selected rows change.
+  const handleSelectedRowsChange = (selected) => {
+    const _selectedIds = selected?.map((row) => row.original.id);
+    setExcludedTransactionsSelected(_selectedIds);
+  };
+
   return (
     <CashflowTransactionsTable
       noInitialFetch={true}
@@ -80,6 +95,8 @@ export function ExcludedTransactionsTable() {
       onColumnResizing={handleColumnResizing}
       noResults={'There is no excluded bank transactions.'}
       className="table-constrant"
+      selectionColumn={true}
+      onSelectedRowsChange={handleSelectedRowsChange}
       payload={{
         onRestore: handleRestoreClick,
       }}
@@ -87,6 +104,10 @@ export function ExcludedTransactionsTable() {
   );
 }
 
+export const ExcludedTransactionsTable = R.compose(withBankingActions)(
+  ExcludedTransactionsTableRoot,
+);
+
 const DashboardConstrantTable = styled(DataTable)`
   .table {
     .thead {

packages/webapp/src/containers/CashFlow/AccountTransactions/UncategorizedTransactions/AccountExcludedTransactions.tsx

@@ -1,8 +1,27 @@
-import { ExcludedTransactionsTable } from "../ExcludedTransactions/ExcludedTransactionsTable";
-import { ExcludedBankTransactionsTableBoot } from "../ExcludedTransactions/ExcludedTransactionsTableBoot";
-import { AccountTransactionsCard } from "./AccountTransactionsCard";
+// @ts-nocheck
+import { useEffect } from 'react';
+import * as R from 'ramda';
+import {
+  WithBankingActionsProps,
+  withBankingActions,
+} from '../../withBankingActions';
+import { ExcludedTransactionsTable } from '../ExcludedTransactions/ExcludedTransactionsTable';
+import { ExcludedBankTransactionsTableBoot } from '../ExcludedTransactions/ExcludedTransactionsTableBoot';
+import { AccountTransactionsCard } from './AccountTransactionsCard';
+
+interface AccountExcludedTransactionsProps extends WithBankingActionsProps {}
+
+function AccountExcludedTransactionsRoot({
+  // #withBankingActions
+  resetExcludedTransactionsSelected,
+}: AccountExcludedTransactionsProps) {
+  useEffect(
+    () => () => {
+      resetExcludedTransactionsSelected();
+    },
+    [resetExcludedTransactionsSelected],
+  );
 
-export function AccountExcludedTransactions() {
   return (
     <ExcludedBankTransactionsTableBoot>
       <AccountTransactionsCard>
@@ -11,3 +30,7 @@ export function AccountExcludedTransactions() {
     </ExcludedBankTransactionsTableBoot>
   );
 }
+
+export const AccountExcludedTransactions = R.compose(withBankingActions)(
+  AccountExcludedTransactionsRoot,
+);

packages/webapp/src/containers/CashFlow/AccountTransactions/UncategorizedTransactions/AccountUncategorizedTransactionsAll.tsx

@@ -1,8 +1,26 @@
+import * as R from 'ramda';
+import { useEffect } from 'react';
 import AccountTransactionsUncategorizedTable from '../AccountTransactionsUncategorizedTable';
 import { AccountUncategorizedTransactionsBoot } from '../AllTransactionsUncategorizedBoot';
 import { AccountTransactionsCard } from './AccountTransactionsCard';
+import {
+  WithBankingActionsProps,
+  withBankingActions,
+} from '../../withBankingActions';
+
+interface AccountUncategorizedTransactionsAllRootProps
+  extends WithBankingActionsProps {}
+
+function AccountUncategorizedTransactionsAllRoot({
+  resetUncategorizedTransactionsSelected,
+}: AccountUncategorizedTransactionsAllRootProps) {
+  useEffect(
+    () => () => {
+      resetUncategorizedTransactionsSelected();
+    },
+    [resetUncategorizedTransactionsSelected],
+  );
 
-export function AccountUncategorizedTransactionsAll() {
   return (
     <AccountUncategorizedTransactionsBoot>
       <AccountTransactionsCard>
@@ -11,3 +29,7 @@ export function AccountUncategorizedTransactionsAll() {
     </AccountUncategorizedTransactionsBoot>
   );
 }
+
+export const AccountUncategorizedTransactionsAll = R.compose(
+  withBankingActions,
+)(AccountUncategorizedTransactionsAllRoot);

packages/webapp/src/containers/CashFlow/withBanking.ts

@@ -13,6 +13,11 @@ export const withBanking = (mapState) => {
 
       reconcileMatchingTransactionPendingAmount:
         state.plaid.openReconcileMatchingTransaction.pending,
+
+      uncategorizedTransationsIdsSelected:
+        state.plaid.uncategorizedTransactionsSelected,
+
+      excludedTransactionsIdsSelected: state.plaid.excludedTransactionsSelected,
     };
     return mapState ? mapState(mapped, state, props) : mapped;
   };

packages/webapp/src/containers/CashFlow/withBankingActions.ts

@@ -4,6 +4,10 @@ import {
   setUncategorizedTransactionIdForMatching,
   openReconcileMatchingTransaction,
   closeReconcileMatchingTransaction,
+  setUncategorizedTransactionsSelected,
+  resetUncategorizedTransactionsSelected,
+  resetExcludedTransactionsSelected,
+  setExcludedTransactionsSelected,
 } from '@/store/banking/banking.reducer';
 
 export interface WithBankingActionsProps {
@@ -13,6 +17,12 @@ export interface WithBankingActionsProps {
   ) => void;
   openReconcileMatchingTransaction: (pendingAmount: number) => void;
   closeReconcileMatchingTransaction: () => void;
+
+  setUncategorizedTransactionsSelected: (ids: Array<string | number>) => void;
+  resetUncategorizedTransactionsSelected: () => void;
+
+  setExcludedTransactionsSelected: (ids: Array<string | number>) => void;
+  resetExcludedTransactionsSelected: () => void;
 }
 
 const mapDipatchToProps = (dispatch: any): WithBankingActionsProps => ({
@@ -28,6 +38,40 @@ const mapDipatchToProps = (dispatch: any): WithBankingActionsProps => ({
     dispatch(openReconcileMatchingTransaction({ pending: pendingAmount })),
   closeReconcileMatchingTransaction: () =>
     dispatch(closeReconcileMatchingTransaction()),
+
+  /**
+   * Sets the selected uncategorized transactions.
+   * @param {Array<string | number>} ids 
+   */
+  setUncategorizedTransactionsSelected: (ids: Array<string | number>) =>
+    dispatch(
+      setUncategorizedTransactionsSelected({
+        transactionIds: ids,
+      }),
+    ),
+
+  /**
+   * Resets the selected uncategorized transactions.
+   */
+  resetUncategorizedTransactionsSelected: () =>
+    dispatch(resetUncategorizedTransactionsSelected()),
+
+  /**
+   * Sets excluded selected transactions.
+   * @param {Array<string | number>} ids
+   */
+  setExcludedTransactionsSelected: (ids: Array<string | number>) =>
+    dispatch(
+      setExcludedTransactionsSelected({
+        ids,
+      }),
+    ),
+
+  /**
+   * Resets the excluded selected transactions
+   */
+  resetExcludedTransactionsSelected: () =>
+    dispatch(resetExcludedTransactionsSelected()),
 });
 
 export const withBankingActions = connect<

packages/webapp/src/containers/Setup/SetupSubscription/SetupSubscription.module.scss

@@ -2,7 +2,6 @@
 .root{
   margin: 0 auto;
   padding: 0 40px;
-  padding-right: 20px;
 }
 
 .periodSwitch {

packages/webapp/src/containers/Setup/SetupSubscription/SubscriptionPlans.tsx

@@ -6,7 +6,7 @@ export function SubscriptionPlans() {
   const subscriptionPlans = useSubscriptionPlans();
 
   return (
-    <Group spacing={10} noWrap align="stretch">
+    <Group spacing={14} noWrap align="stretch">
       {subscriptionPlans.map((plan, index) => (
         <SubscriptionPlan
           key={index}

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

@@ -61,6 +61,76 @@ export function useCreateBankRule(
   );
 }
 
+interface DisconnectBankAccountRes {}
+interface DisconnectBankAccountValues {
+  bankAccountId: number;
+}
+
+/**
+ * Disconnects the given bank account.
+ * @param {UseMutationOptions<DisconnectBankAccountRes, Error, DisconnectBankAccountValues>} options
+ * @returns {UseMutationResult<DisconnectBankAccountRes, Error, DisconnectBankAccountValues>}
+ */
+export function useDisconnectBankAccount(
+  options?: UseMutationOptions<
+    DisconnectBankAccountRes,
+    Error,
+    DisconnectBankAccountValues
+  >,
+): UseMutationResult<
+  DisconnectBankAccountRes,
+  Error,
+  DisconnectBankAccountValues
+> {
+  const queryClient = useQueryClient();
+  const apiRequest = useApiRequest();
+
+  return useMutation<
+    DisconnectBankAccountRes,
+    Error,
+    DisconnectBankAccountValues
+  >(
+    ({ bankAccountId }) =>
+      apiRequest.post(`/banking/bank_accounts/${bankAccountId}/disconnect`),
+    {
+      ...options,
+      onSuccess: (res, values) => {
+        queryClient.invalidateQueries([t.ACCOUNT, values.bankAccountId]);
+      },
+    },
+  );
+}
+
+interface UpdateBankAccountRes {}
+interface UpdateBankAccountValues {
+  bankAccountId: number;
+}
+
+/**
+ * Update the bank transactions of the bank account.
+ * @param {UseMutationOptions<UpdateBankAccountRes, Error, UpdateBankAccountValues>}
+ * @returns {UseMutationResult<UpdateBankAccountRes, Error, UpdateBankAccountValues>}
+ */
+export function useUpdateBankAccount(
+  options?: UseMutationOptions<
+    UpdateBankAccountRes,
+    Error,
+    UpdateBankAccountValues
+  >,
+): UseMutationResult<UpdateBankAccountRes, Error, UpdateBankAccountValues> {
+  const queryClient = useQueryClient();
+  const apiRequest = useApiRequest();
+
+  return useMutation<DisconnectBankAccountRes, Error, UpdateBankAccountValues>(
+    ({ bankAccountId }) =>
+      apiRequest.post(`/banking/bank_accounts/${bankAccountId}/update`),
+    {
+      ...options,
+      onSuccess: () => {},
+    },
+  );
+}
+
 interface EditBankRuleValues {
   id: number;
   value: any;
@@ -195,6 +265,20 @@ export function useGetBankTransactionsMatches(
   );
 }
 
+const onValidateExcludeUncategorizedTransaction = (queryClient) => {
+  // Invalidate queries.
+  queryClient.invalidateQueries(QUERY_KEY.EXCLUDED_BANK_TRANSACTIONS_INFINITY);
+  queryClient.invalidateQueries(
+    t.CASHFLOW_ACCOUNT_UNCATEGORIZED_TRANSACTIONS_INFINITY,
+  );
+  // Invalidate accounts.
+  queryClient.invalidateQueries(t.ACCOUNTS);
+  queryClient.invalidateQueries(t.ACCOUNT);
+
+  // invalidate bank account summary.
+  queryClient.invalidateQueries(QUERY_KEY.BANK_ACCOUNT_SUMMARY_META);
+};
+
 type ExcludeUncategorizedTransactionValue = number;
 
 interface ExcludeUncategorizedTransactionRes {}
@@ -228,19 +312,7 @@ export function useExcludeUncategorizedTransaction(
       ),
     {
       onSuccess: (res, id) => {
-        // Invalidate queries.
-        queryClient.invalidateQueries(
-          QUERY_KEY.EXCLUDED_BANK_TRANSACTIONS_INFINITY,
-        );
-        queryClient.invalidateQueries(
-          t.CASHFLOW_ACCOUNT_UNCATEGORIZED_TRANSACTIONS_INFINITY,
-        );
-        // Invalidate accounts.
-        queryClient.invalidateQueries(t.ACCOUNTS);
-        queryClient.invalidateQueries(t.ACCOUNT);
-
-        // invalidate bank account summary.
-        queryClient.invalidateQueries(QUERY_KEY.BANK_ACCOUNT_SUMMARY_META);
+        onValidateExcludeUncategorizedTransaction(queryClient);
       },
       ...options,
     },
@@ -281,19 +353,83 @@ export function useUnexcludeUncategorizedTransaction(
       ),
     {
       onSuccess: (res, id) => {
-        // Invalidate queries.
-        queryClient.invalidateQueries(
-          QUERY_KEY.EXCLUDED_BANK_TRANSACTIONS_INFINITY,
-        );
-        queryClient.invalidateQueries(
-          t.CASHFLOW_ACCOUNT_UNCATEGORIZED_TRANSACTIONS_INFINITY,
-        );
-        // Invalidate accounts.
-        queryClient.invalidateQueries(t.ACCOUNTS);
-        queryClient.invalidateQueries(t.ACCOUNT);
+        onValidateExcludeUncategorizedTransaction(queryClient);
+      },
+      ...options,
+    },
+  );
+}
 
-        // Invalidate bank account summary.
-        queryClient.invalidateQueries(QUERY_KEY.BANK_ACCOUNT_SUMMARY_META);
+type ExcludeBankTransactionsValue = { ids: Array<number | string> };
+interface ExcludeBankTransactionsResponse {}
+
+/**
+ * Excludes the uncategorized bank transactions in bulk.
+ * @param {UseMutationResult<ExcludeBankTransactionsResponse, Error, ExcludeBankTransactionValue>} options
+ * @returns {UseMutationResult<ExcludeBankTransactionsResponse, Error, ExcludeBankTransactionValue>}
+ */
+export function useExcludeUncategorizedTransactions(
+  options?: UseMutationOptions<
+    ExcludeBankTransactionsResponse,
+    Error,
+    ExcludeBankTransactionsValue
+  >,
+): UseMutationResult<
+  ExcludeBankTransactionsResponse,
+  Error,
+  ExcludeBankTransactionsValue
+> {
+  const queryClient = useQueryClient();
+  const apiRequest = useApiRequest();
+
+  return useMutation<
+    ExcludeBankTransactionsResponse,
+    Error,
+    ExcludeBankTransactionsValue
+  >(
+    (value: { ids: Array<number | string> }) =>
+      apiRequest.put(`/cashflow/transactions/exclude`, { ids: value.ids }),
+    {
+      onSuccess: (res, id) => {
+        onValidateExcludeUncategorizedTransaction(queryClient);
+      },
+      ...options,
+    },
+  );
+}
+
+type UnexcludeBankTransactionsValue = { ids: Array<number | string> };
+interface UnexcludeBankTransactionsResponse {}
+
+/**
+ * Excludes the uncategorized bank transactions in bulk.
+ * @param {UseMutationResult<UnexcludeBankTransactionsResponse, Error, ExcludeBankTransactionValue>} options
+ * @returns {UseMutationResult<UnexcludeBankTransactionsResponse, Error, ExcludeBankTransactionValue>}
+ */
+export function useUnexcludeUncategorizedTransactions(
+  options?: UseMutationOptions<
+    UnexcludeBankTransactionsResponse,
+    Error,
+    UnexcludeBankTransactionsValue
+  >,
+): UseMutationResult<
+  UnexcludeBankTransactionsResponse,
+  Error,
+  UnexcludeBankTransactionsValue
+> {
+  const queryClient = useQueryClient();
+  const apiRequest = useApiRequest();
+
+  return useMutation<
+    UnexcludeBankTransactionsResponse,
+    Error,
+    UnexcludeBankTransactionsValue
+  >(
+    (value: { ids: Array<number | string> }) =>
+      apiRequest.put(`/cashflow/transactions/unexclude`, { ids: value.ids }),
+    {
+      onSuccess: (res, id) => {
+        onValidateExcludeUncategorizedTransaction(queryClient);
       },
       ...options,
     },

packages/webapp/src/static/json/icons.tsx

@@ -635,4 +635,11 @@ export default {
     ],
     viewBox: '0 0 16 16',
   },
+
+  feed: {
+    path: [
+      'M1.99,11.99c-1.1,0-2,0.9-2,2s0.9,2,2,2s2-0.9,2-2S3.1,11.99,1.99,11.99zM2.99,7.99c-0.55,0-1,0.45-1,1s0.45,1,1,1c1.66,0,3,1.34,3,3c0,0.55,0.45,1,1,1s1-0.45,1-1C7.99,10.23,5.75,7.99,2.99,7.99zM2.99,3.99c-0.55,0-1,0.45-1,1s0.45,1,1,1c3.87,0,7,3.13,7,7c0,0.55,0.45,1,1,1s1-0.45,1-1C11.99,8.02,7.96,3.99,2.99,3.99zM2.99-0.01c-0.55,0-1,0.45-1,1s0.45,1,1,1c6.08,0,11,4.92,11,11c0,0.55,0.45,1,1,1s1-0.45,1-1C15.99,5.81,10.17-0.01,2.99-0.01z',
+    ],
+    viewBox: '0 0 16 16',
+  },
 };

packages/webapp/src/store/banking/banking.reducer.ts

@@ -5,6 +5,9 @@ interface StorePlaidState {
   openMatchingTransactionAside: boolean;
   uncategorizedTransactionIdForMatching: number | null;
   openReconcileMatchingTransaction: { isOpen: boolean; pending: number };
+
+  uncategorizedTransactionsSelected: Array<number | string>;
+  excludedTransactionsSelected: Array<number | string>;
 }
 
 export const PlaidSlice = createSlice({
@@ -17,6 +20,8 @@ export const PlaidSlice = createSlice({
       isOpen: false,
       pending: 0,
     },
+    uncategorizedTransactionsSelected: [],
+    excludedTransactionsSelected: [],
   } as StorePlaidState,
   reducers: {
     setPlaidId: (state: StorePlaidState, action: PayloadAction<string>) => {
@@ -52,6 +57,46 @@ export const PlaidSlice = createSlice({
       state.openReconcileMatchingTransaction.isOpen = false;
       state.openReconcileMatchingTransaction.pending = 0;
     },
+
+    /**
+     * Sets the selected uncategorized transactions.
+     * @param {StorePlaidState} state
+     * @param {PayloadAction<{ transactionIds: Array<string | number> }>} action
+     */
+    setUncategorizedTransactionsSelected: (
+      state: StorePlaidState,
+      action: PayloadAction<{ transactionIds: Array<string | number> }>,
+    ) => {
+      state.uncategorizedTransactionsSelected = action.payload.transactionIds;
+    },
+
+    /**
+     * Resets the selected uncategorized transactions.
+     * @param {StorePlaidState} state
+     */
+    resetUncategorizedTransactionsSelected: (state: StorePlaidState) => {
+      state.uncategorizedTransactionsSelected = [];
+    },
+
+    /**
+     * Sets excluded selected transactions.
+     * @param {StorePlaidState} state
+     * @param {PayloadAction<{ ids: Array<string | number> }>} action
+     */
+    setExcludedTransactionsSelected: (
+      state: StorePlaidState,
+      action: PayloadAction<{ ids: Array<string | number> }>,
+    ) => {
+      state.excludedTransactionsSelected = action.payload.ids;
+    },
+
+    /**
+     * Resets the excluded selected transactions
+     * @param {StorePlaidState} state
+     */
+    resetExcludedTransactionsSelected: (state: StorePlaidState) => {
+      state.excludedTransactionsSelected = [];
+    },
   },
 });
 
@@ -62,6 +107,10 @@ export const {
   closeMatchingTransactionAside,
   openReconcileMatchingTransaction,
   closeReconcileMatchingTransaction,
+  setUncategorizedTransactionsSelected,
+  resetUncategorizedTransactionsSelected,
+  setExcludedTransactionsSelected,
+  resetExcludedTransactionsSelected,
 } = PlaidSlice.actions;
 
 export const getPlaidToken = (state: any) => state.plaid.plaidToken;

packages/webapp/src/style/App.scss

@@ -39,7 +39,7 @@
 @import "section";
 
 .App {
-  min-width: 1100px;
+  min-width: 960px;
 }
 
 // =======

packages/webapp/src/style/components/DataTable/DataTable.scss

@@ -124,22 +124,18 @@
         }
       }
 
-      .bp4-control.bp4-checkbox .bp4-control-indicator {
+      .bp4-control.bp4-checkbox .bp4-control-indicator {        
         cursor: auto;
 
         &,
-        &:hover {
+        &::before {
           height: 15px;
           width: 15px;
         }
       }
 
-      .bp4-control.bp4-checkbox {
-
-        input:checked~.bp4-control-indicator,
-        input:indeterminate~.bp4-control-indicator {
-          border-color: #0052ff;
-        }
+      .bp4-control.bp4-checkbox input:not(:checked):not(:indeterminate) ~ .bp4-control-indicator{
+        box-shadow: inset 0 0 0 1px #C5CBD3;
       }
 
       .skeleton {

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

@@ -208,12 +208,16 @@ $dashboard-views-bar-height: 44px;
         }
 
         &.#{$ns}-minimal.#{$ns}-intent-danger {
-          color: #c23030;
+          color: rgb(194, 48, 48);
 
+          &:not(.bp4-disabled)
           &:hover,
           &:focus {
             background: rgba(219, 55, 55, 0.1);
           }
+          &.bp4-disabled{
+            color: rgb(194, 48, 48, 0.6);
+          }
         }
         &.#{$ns}-minimal.#{$ns}-intent-success{
           color: #1c6e42;

packages/webapp/src/style/pages/Setup/SetupPage.scss

@@ -1,25 +1,36 @@
 @import "../../_base.scss";
 
 .setup-page {
-  display: grid;
-  grid-template-columns: 40% 60%;
   max-width: 1600px;
-  min-height: 100vh;
-
-  @media only screen and (max-width: 1500px) {
-    grid-template-columns: 35% 65%;
-  }
-  @media only screen and (max-width: 1200px) {
-    grid-template-columns: 26% 74%;
-  }
 
   &__right-section {
+    display: flex;
+    flex-direction: row;
     width: 100%;
-    overflow: auto;
+
+    &:before {
+      content: '';
+      display: block;
+      width: 100%;
+      height: 1px;
+      max-width: 600px;
+      min-width: 600px;
+
+      @media only screen and (max-width: 1500px) {
+        min-width: 500px;
+        max-width: 500px;
+      }
+
+      @media only screen and (max-width: 1024px) {
+        min-width: 400px;
+        max-width: 400px;
+      }
+    }
 
     h1 {
       font-size: 22px;
     }
+
     h1,
     h3 {
       font-weight: 500;
@@ -33,9 +44,22 @@
   }
 
   &__left-section {
+    position: fixed;
     background-color: #2f3d6f;
+    overflow: auto;
     z-index: 1;
+    height: 100%;
     width: 100%;
+    left: 0;
+    top: 0;
+    width: 600px;
+
+    @media only screen and (max-width: 1500px) {
+      width: 500px;
+    }
+    @media only screen and (max-width: 1024px) {
+      width: 400px;
+    }
 
     .content {
       display: flex;
@@ -52,11 +76,6 @@
         padding-left: 10px;
       }
 
-      &__header{
-        position: sticky;
-        top: 0;
-      }
-
       &__title {
         font-size: 50px;
         font-weight: 100;
@@ -65,8 +84,8 @@
         margin-top: 14px;
         color: rgba(255, 255, 255, 0.75);
 
-        @media only screen and (max-width: 1200px) {
-          font-size: 36px;
+        @media only screen and (max-width: 1024px) {
+          font-size: 45px;
         }
       }
 
@@ -92,20 +111,16 @@
 
       &__footer {
         margin-top: auto;
-        position: sticky;
-        bottom: 20px;
       }
 
       &__links {
         text-align: left;
         opacity: 0.65;
-        display: flex;
-        flex-direction: row;
-        gap: 10px;
-        flex-wrap: wrap;
 
         >div {
           font-size: 13px;
+          margin-right: 15px;
+          display: inline;
 
           a {
             color: #fff;