feat: Plaid import transaction updates

app/Console/Commands/FirePlaidWebhook.php

+<?php
+
+namespace App\Console\Commands;
+
+use App\Models\Banking\ConnectedBankAccount;
+use App\Services\PlaidService;
+use Illuminate\Console\Command;
+
+class FirePlaidWebhook extends Command
+{
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'plaid:fire-webhook';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Command description';
+
+    /**
+     * Execute the console command.
+     */
+    public function handle(PlaidService $plaidService): void
+    {
+        $accessToken = ConnectedBankAccount::first()->access_token;
+        $webhookCode = 'DEFAULT_UPDATE';
+        $webhookType = 'TRANSACTIONS';
+
+        try {
+            $response = $plaidService->fireSandboxWebhook($accessToken, $webhookCode, $webhookType);
+            $this->info('Webhook Fired Successfully' . PHP_EOL . json_encode($response, JSON_PRETTY_PRINT));
+        } catch (\Exception $e) {
+            $this->error('Failed to Fire Webhook' . PHP_EOL . $e->getMessage());
+        }
+    }
+}

app/Filament/Company/Resources/Banking/AccountResource.php

             ])
             ->bulkActions([
                 Tables\Actions\BulkActionGroup::make([
-                    Tables\Actions\DeleteBulkAction::make(),
+                    Tables\Actions\DeleteBulkAction::make()
+                        ->requiresConfirmation()
+                        ->modalDescription('Are you sure you want to delete the selected accounts? All transactions associated with the accounts will be deleted as well.'),
                 ]),
             ])
+            ->checkIfRecordIsSelectableUsing(static function (BankAccount $record) {
+                return $record->isDisabled();
+            })
             ->emptyStateActions([
                 Tables\Actions\CreateAction::make(),
             ]);

app/Filament/Company/Resources/Banking/AccountResource/Pages/EditAccount.php

 
 use App\Concerns\HandlesResourceRecordUpdate;
 use App\Filament\Company\Resources\Banking\AccountResource;
-use Filament\Actions;
 use Filament\Resources\Pages\EditRecord;
 
 class EditAccount extends EditRecord
     protected function getHeaderActions(): array
     {
         return [
-            Actions\DeleteAction::make(),
+            //
         ];
     }
 

app/Http/Controllers/PlaidWebhookController.php

+<?php
+
+namespace App\Http\Controllers;
+
+use App\Jobs\ProcessTransactionUpdate;
+use App\Models\Company;
+use Illuminate\Http\Request;
+
+class PlaidWebhookController extends Controller
+{
+    public function handleWebhook(Request $request)
+    {
+        $payload = $request->all();
+
+        if ($payload['webhook_type'] === 'TRANSACTIONS') {
+            $this->handleTransactionsWebhook($payload);
+        }
+
+        return response()->json(['message' => 'Plaid Transaction Webhook Received']);
+    }
+
+    private function handleTransactionsWebhook(array $payload): void
+    {
+        if ($payload['webhook_code'] === 'DEFAULT_UPDATE') {
+            $this->handleDefaultUpdate($payload);
+        }
+    }
+
+    private function handleDefaultUpdate(array $payload): void
+    {
+        $newTransactions = $payload['new_transactions'];
+        $itemID = $payload['item_id'];
+
+        $company = Company::whereHas('connectedBankAccounts', static function ($query) use ($itemID) {
+            $query->where('item_id', $itemID);
+        })->first();
+
+        if ($company && $newTransactions > 0) {
+            ProcessTransactionUpdate::dispatch($company, $itemID);
+        }
+    }
+}

app/Jobs/ProcessTransactionImport.php

 
             $transactionService->createStartingBalanceIfNeeded($this->company, $this->account, $this->bankAccount, $postedTransactions, $currentBalance, $startDate);
             $transactionService->storeTransactions($this->company, $this->bankAccount, $postedTransactions);
+
+            $this->connectedBankAccount->update([
+                'last_imported_at' => Carbon::now(),
+            ]);
         }
     }
 }

app/Jobs/ProcessTransactionUpdate.php

+<?php
+
+namespace App\Jobs;
+
+use App\Models\Banking\ConnectedBankAccount;
+use App\Models\Company;
+use App\Services\PlaidService;
+use App\Services\TransactionService;
+use Illuminate\Bus\Queueable;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Bus\Dispatchable;
+use Illuminate\Queue\InteractsWithQueue;
+use Illuminate\Queue\SerializesModels;
+use Illuminate\Support\Carbon;
+
+class ProcessTransactionUpdate implements ShouldQueue
+{
+    use Dispatchable;
+    use InteractsWithQueue;
+    use Queueable;
+    use SerializesModels;
+
+    protected Company $company;
+
+    protected string $item_id;
+
+    /**
+     * Create a new job instance.
+     */
+    public function __construct(Company $company, string $item_id)
+    {
+        $this->company = $company;
+        $this->item_id = $item_id;
+    }
+
+    /**
+     * Execute the job.
+     */
+    public function handle(PlaidService $plaidService, TransactionService $transactionService): void
+    {
+        $connectedBankAccounts = $this->company->connectedBankAccounts()
+            ->where('item_id', $this->item_id)
+            ->where('import_transactions', true);
+
+        foreach ($connectedBankAccounts as $connectedBankAccount) {
+            /** @var ConnectedBankAccount $connectedBankAccount */
+            $accessToken = $connectedBankAccount->access_token;
+            $bankAccount = $connectedBankAccount->bankAccount;
+            $allTransactions = [];
+            $offset = 0;
+
+            $bufferDays = 15;
+            $lastImportedAtDate = Carbon::parse($connectedBankAccount->last_imported_at);
+            $startDate = $lastImportedAtDate->subDays($bufferDays)->toDateString();
+            $endDate = Carbon::now()->toDateString();
+
+            $transactionsResponse = $plaidService->getTransactions($accessToken, $startDate, $endDate, [
+                'account_ids' => [$connectedBankAccount->external_account_id],
+            ]);
+
+            $allTransactions = [...$allTransactions, ...$transactionsResponse->transactions];
+            $totalTransactions = $transactionsResponse->total_transactions;
+
+            while (count($allTransactions) < $totalTransactions) {
+                $offset += count($transactionsResponse->transactions);
+                $transactionsResponse = $plaidService->getTransactions($accessToken, $startDate, $endDate, [
+                    'account_ids' => [$connectedBankAccount->external_account_id],
+                    'offset' => $offset,
+                ]);
+
+                $allTransactions = [...$allTransactions, ...$transactionsResponse->transactions];
+            }
+
+            $existingTransactionIds = $bankAccount->transactions()->pluck('transaction_id')->toArray();
+            $newTransactions = array_filter($allTransactions, static function ($transaction) use ($existingTransactionIds) {
+                return ! in_array($transaction->transaction_id, $existingTransactionIds) && $transaction->pending === false;
+            });
+
+            if (count($newTransactions) > 0) {
+                $transactionService->storeTransactions($this->company, $bankAccount, $newTransactions);
+
+                $connectedBankAccount->update([
+                    'last_imported_at' => Carbon::now(),
+                ]);
+            }
+        }
+    }
+}

app/Models/Accounting/Transaction.php

         'company_id',
         'account_id', // Account from Chart of Accounts (Income/Expense accounts)
         'bank_account_id', // Cash/Bank Account
+        'plaid_transaction_id',
         'contact_id',
         'type', // 'deposit', 'withdrawal', 'journal'
         'payment_channel',

app/Models/Banking/ConnectedBankAccount.php

         'type',
         'subtype',
         'import_transactions',
+        'last_imported_at',
         'created_by',
         'updated_by',
     ];
         'import_transactions' => 'boolean',
         'type' => BankAccountType::class,
         'access_token' => 'encrypted',
+        'last_imported_at' => 'datetime',
     ];
 
     protected $appends = [

app/Models/Banking/Institution.php

         return null;
     }
 
+    public function getLastImportDate(): ?string
+    {
+        $latestDate = $this->connectedBankAccounts->map(function ($connectedBankAccount) {
+            return $connectedBankAccount->last_imported_at;
+        })->filter()->max();
+
+        if ($latestDate) {
+            return Carbon::parse($latestDate)->diffForHumans();
+        }
+
+        return null;
+    }
+
     protected function logoUrl(): Attribute
     {
         return Attribute::get(static function (mixed $value, array $attributes): ?string {

app/Observers/BankAccountObserver.php

 namespace App\Observers;
 
 use App\Enums\Accounting\AccountType;
-use App\Models\Accounting\Account;
 use App\Models\Accounting\AccountSubtype;
+use App\Models\Accounting\Transaction;
 use App\Models\Banking\BankAccount;
+use Illuminate\Support\Facades\DB;
 
 class BankAccountObserver
 {
         //
     }
 
+    /**
+     * Handle the BankAccount "deleting" event.
+     */
+    public function deleting(BankAccount $bankAccount): void
+    {
+        DB::transaction(function () use ($bankAccount) {
+            $account = $bankAccount->account;
+            $connectedBankAccount = $bankAccount->connectedBankAccount;
+
+            if ($account) {
+                $bankAccount->transactions()->each(fn (Transaction $transaction) => $transaction->delete());
+                $account->delete();
+            }
+
+            if ($connectedBankAccount) {
+                $connectedBankAccount->delete();
+            }
+        });
+    }
+
     /**
      * Handle the BankAccount "deleted" event.
      */

app/Services/PlaidService.php

 
     protected ?string $environment;
 
+    protected ?string $webhook_url;
+
     protected ?string $base_url;
 
     protected HttpClient $client;
         $this->client_id = $this->config->get('plaid.client_id');
         $this->client_secret = $this->config->get('plaid.client_secret');
         $this->environment = $this->config->get('plaid.environment', 'sandbox');
+        $this->webhook_url = $this->config->get('plaid.webhook_url');
 
         $this->setBaseUrl($this->environment);
     }
             $data['products'] = $products;
         }
 
+        if (! empty($this->webhook_url)) {
+            $data['webhook'] = $this->webhook_url;
+        }
+
         return $this->sendRequest('link/token/create', $data);
     }
 
 
         return $this->sendRequest('transactions/get', $data);
     }
+
+    public function fireSandboxWebhook(string $access_token, string $webhook_code, string $webhook_type): object
+    {
+        $data = compact('access_token', 'webhook_code', 'webhook_type');
+
+        return $this->sendRequest('sandbox/item/fire_webhook', $data);
+    }
 }

app/Services/TransactionService.php

             'company_id' => $company->id,
             'account_id' => $chartAccount->id,
             'bank_account_id' => $bankAccount->id,
+            'plaid_transaction_id' => $transaction->transaction_id,
             'type' => $transactionType,
             'amount' => abs($transaction->amount),
             'payment_channel' => $paymentChannel,

composer.lock

         },
         {
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config/plaid.php

     'client_id' => env('PLAID_CLIENT_ID'),
     'client_secret' => env('PLAID_CLIENT_SECRET'),
     'environment' => env('PLAID_ENVIRONMENT', 'sandbox'),
+    'webhook_url' => env('PLAID_WEBHOOK_URL'), // Example: https://my-static-domain.ngrok-free.app/api/plaid/webhook
 ];

database/migrations/2023_09_03_100000_create_accounting_tables.php

             $table->string('type')->default(BankAccountType::DEFAULT);
             $table->string('subtype')->nullable();
             $table->boolean('import_transactions')->default(false);
+            $table->timestamp('last_imported_at')->nullable();
             $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
             $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
             $table->timestamps();

database/migrations/2024_01_01_234943_create_transactions_table.php

             $table->foreignId('company_id')->constrained()->cascadeOnDelete();
             $table->foreignId('account_id')->nullable()->constrained()->nullOnDelete();
             $table->foreignId('bank_account_id')->nullable()->constrained()->nullOnDelete();
+            $table->string('plaid_transaction_id')->nullable();
             $table->foreignId('contact_id')->nullable()->constrained()->nullOnDelete();
             $table->string('type'); // deposit, withdrawal, journal
             $table->string('payment_channel')->nullable(); // online, in store, other

package-lock.json

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-                "ppc64le"
+                "ppc64"
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+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-x64-musl/-/rollup-linux-x64-musl-4.14.2.tgz",
+            "integrity": "sha512-8zfsQRQGH23O6qazZSFY5jP5gt4cFvRuKTpuBsC1ZnSWxV8ZKQpPqOZIUtdfMOugCcBvFGRa1pDC/tkf19EgBw==",
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+            "resolved": "https://registry.npmjs.org/@rollup/rollup-win32-arm64-msvc/-/rollup-win32-arm64-msvc-4.14.2.tgz",
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-                "@rollup/rollup-darwin-arm64": "4.14.1",
-                "@rollup/rollup-darwin-x64": "4.14.1",
-                "@rollup/rollup-linux-arm-gnueabihf": "4.14.1",
-                "@rollup/rollup-linux-arm64-gnu": "4.14.1",
-                "@rollup/rollup-linux-arm64-musl": "4.14.1",
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-                "@rollup/rollup-linux-riscv64-gnu": "4.14.1",
-                "@rollup/rollup-linux-s390x-gnu": "4.14.1",
-                "@rollup/rollup-linux-x64-gnu": "4.14.1",
-                "@rollup/rollup-linux-x64-musl": "4.14.1",
-                "@rollup/rollup-win32-arm64-msvc": "4.14.1",
-                "@rollup/rollup-win32-ia32-msvc": "4.14.1",
-                "@rollup/rollup-win32-x64-msvc": "4.14.1",
+                "@rollup/rollup-android-arm-eabi": "4.14.2",
+                "@rollup/rollup-android-arm64": "4.14.2",
+                "@rollup/rollup-darwin-arm64": "4.14.2",
+                "@rollup/rollup-darwin-x64": "4.14.2",
+                "@rollup/rollup-linux-arm-gnueabihf": "4.14.2",
+                "@rollup/rollup-linux-arm64-gnu": "4.14.2",
+                "@rollup/rollup-linux-arm64-musl": "4.14.2",
+                "@rollup/rollup-linux-powerpc64le-gnu": "4.14.2",
+                "@rollup/rollup-linux-riscv64-gnu": "4.14.2",
+                "@rollup/rollup-linux-s390x-gnu": "4.14.2",
+                "@rollup/rollup-linux-x64-gnu": "4.14.2",
+                "@rollup/rollup-linux-x64-musl": "4.14.2",
+                "@rollup/rollup-win32-arm64-msvc": "4.14.2",
+                "@rollup/rollup-win32-ia32-msvc": "4.14.2",
+                "@rollup/rollup-win32-x64-msvc": "4.14.2",
                 "fsevents": "~2.3.2"
             }
         },

resources/views/livewire/company/service/connected-account/list-institutions.blade.php

                             {{ $institution->name }}
                         </h3>
 
-                        @if($institution->getLastTransactionDate())
+                        @if($institution->getLastImportDate())
                             <p class="connected-account-section-header-description text-sm leading-6 text-gray-500 dark:text-gray-400">
-                                {{ __('Last updated') }} {{ $institution->getLastTransactionDate() }}
+                                {{ __('Last updated') }} {{ $institution->getLastImportDate() }}
                             </p>
                         @endif
                     </div>

routes/api.php

 <?php
 
+use App\Http\Controllers\PlaidWebhookController;
 use Illuminate\Http\Request;
 use Illuminate\Support\Facades\Route;
 
 Route::get('/user', function (Request $request) {
     return $request->user();
 })->middleware('auth:sanctum');
+
+Route::post('/plaid/webhook', [PlaidWebhookController::class, 'handleWebhook']);