feat: plaid refresh transactions

app/Jobs/ProcessTransactionImport.php

@@ -72,12 +72,16 @@ class ProcessTransactionImport implements ShouldQueue
             $allTransactions = [...$allTransactions, ...$transactionsResponse->transactions];
         }
 
-        if (count($allTransactions) > 0) {
-            $postedTransactions = array_filter($allTransactions, static fn ($transaction) => $transaction->pending === false);
+        $existingTransactionIds = $this->bankAccount->transactions->pluck('plaid_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) {
             $currentBalance = $transactionsResponse->accounts[0]->balances->current;
 
-            $transactionService->createStartingBalanceIfNeeded($this->company, $this->account, $this->bankAccount, $postedTransactions, $currentBalance, $startDate);
-            $transactionService->storeTransactions($this->company, $this->bankAccount, $postedTransactions);
+            $transactionService->createStartingBalanceIfNeeded($this->company, $this->account, $this->bankAccount, $newTransactions, $currentBalance, $startDate);
+            $transactionService->storeTransactions($this->company, $this->bankAccount, $newTransactions);
 
             $this->connectedBankAccount->update([
                 'last_imported_at' => Carbon::now(),

app/Livewire/Company/Service/ConnectedAccount/ListInstitutions.php

@@ -103,7 +103,7 @@ class ListInstitutions extends Component implements HasActions, HasForms
                     ->required()
                     ->placeholder('Select a start date for importing transactions.'),
             ])
-            ->action(function (array $arguments, array $data, ConnectedBankAccount $connectedBankAccount) {
+            ->action(function (array $data, ConnectedBankAccount $connectedBankAccount) {
                 $selectedBankAccountId = $data['bank_account_id'] ?? $connectedBankAccount->bank_account_id;
                 $startDate = $data['start_date'];
                 $company = $this->user->currentCompany;
@@ -150,7 +150,7 @@ class ListInstitutions extends Component implements HasActions, HasForms
 
                 if ($connectedBankAccount) {
                     $connectedBankAccount->update([
-                        'import_transactions' => ! $connectedBankAccount->import_transactions,
+                        'import_transactions' => false,
                     ]);
                 }
 
@@ -158,6 +158,45 @@ class ListInstitutions extends Component implements HasActions, HasForms
             });
     }
 
+    public function refreshTransactions(): Action
+    {
+        return Action::make('refreshTransactions')
+            ->iconButton()
+            ->icon('heroicon-o-arrow-path')
+            ->color('primary')
+            ->record(fn (array $arguments) => Institution::find($arguments['institution']))
+            ->modalWidth(fn () => $this->modalWidth)
+            ->modalFooterActionsAlignment(fn () => $this->modalWidth === 'screen' ? Alignment::Center : Alignment::Start)
+            ->stickyModalHeader()
+            ->stickyModalFooter()
+            ->modalHeading('Refresh Transactions')
+            ->modalSubmitActionLabel('Refresh')
+            ->modalCancelActionLabel('Cancel')
+            ->form([
+                Placeholder::make('modalDetails')
+                    ->hiddenLabel()
+                    ->content(static fn (Institution $institution): View => view(
+                        'components.actions.refresh-transactions-modal',
+                        compact('institution')
+                    )),
+                Checkbox::make('confirm')
+                    ->label('Yes, I want to refresh transactions.')
+                    ->markAsRequired(false)
+                    ->required(),
+            ])
+            ->action(function (Institution $institution) {
+                $connectedBankAccounts = $institution->getEnabledConnectedBankAccounts();
+
+                foreach ($connectedBankAccounts as $connectedBankAccount) {
+                    $access_token = $connectedBankAccount->access_token;
+
+                    $this->plaidService->refreshTransactions($access_token);
+                }
+
+                unset($this->connectedInstitutions);
+            });
+    }
+
     public function deleteBankConnection(): Action
     {
         return Action::make('deleteBankConnection')
@@ -171,15 +210,12 @@ class ListInstitutions extends Component implements HasActions, HasForms
             ->stickyModalFooter()
             ->record(fn (array $arguments) => Institution::find($arguments['institution']))
             ->form([
-                Placeholder::make('accounts')
+                Placeholder::make('modalDetails')
                     ->hiddenLabel()
                     ->content(static fn (Institution $institution): View => view(
                         'components.actions.delete-bank-connection-modal',
                         compact('institution')
                     )),
-                Placeholder::make('info')
-                    ->hiddenLabel()
-                    ->content('Deleting this bank connection will stop the import of transactions for all accounts associated with this bank. Existing transactions will remain unchanged.'),
                 Checkbox::make('confirm')
                     ->label('Yes, I want to delete this bank connection.')
                     ->markAsRequired(false)

app/Models/Banking/Institution.php

@@ -3,6 +3,7 @@
 namespace App\Models\Banking;
 
 use Illuminate\Database\Eloquent\Casts\Attribute;
+use Illuminate\Database\Eloquent\Collection;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\HasMany;
@@ -35,6 +36,11 @@ class Institution extends Model
         return $this->hasMany(BankAccount::class, 'institution_id');
     }
 
+    public function getEnabledConnectedBankAccounts(): Collection
+    {
+        return $this->connectedBankAccounts()->where('import_transactions', true)->get();
+    }
+
     public function connectedBankAccounts(): HasMany
     {
         return $this->hasMany(ConnectedBankAccount::class, 'institution_id');

app/Services/PlaidService.php

@@ -258,4 +258,11 @@ class PlaidService
 
         return $this->sendRequest('sandbox/item/fire_webhook', $data);
     }
+
+    public function refreshTransactions(string $access_token): object
+    {
+        $data = compact('access_token');
+
+        return $this->sendRequest('transactions/refresh', $data);
+    }
 }

composer.lock

@@ -1790,16 +1790,16 @@
         },
         {
             "name": "dompdf/dompdf",
-            "version": "v2.0.5",
+            "version": "v2.0.7",
             "source": {
                 "type": "git",
                 "url": "https://github.com/dompdf/dompdf.git",
-                "reference": "502e966a0da0446dd6712ee4f678dc4736181fcb"
+                "reference": "ab0123052b42ad0867348f25df8c228f1ece8f14"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/dompdf/dompdf/zipball/502e966a0da0446dd6712ee4f678dc4736181fcb",
-                "reference": "502e966a0da0446dd6712ee4f678dc4736181fcb",
+                "url": "https://api.github.com/repos/dompdf/dompdf/zipball/ab0123052b42ad0867348f25df8c228f1ece8f14",
+                "reference": "ab0123052b42ad0867348f25df8c228f1ece8f14",
                 "shasum": ""
             },
             "require": {
@@ -1846,9 +1846,9 @@
             "homepage": "https://github.com/dompdf/dompdf",
             "support": {
                 "issues": "https://github.com/dompdf/dompdf/issues",
-                "source": "https://github.com/dompdf/dompdf/tree/v2.0.5"
+                "source": "https://github.com/dompdf/dompdf/tree/v2.0.7"
             },
-            "time": "2024-04-11T11:59:08+00:00"
+            "time": "2024-04-15T12:40:33+00:00"
         },
         {
             "name": "dragonmantank/cron-expression",
@@ -5317,16 +5317,16 @@
         },
         {
             "name": "phenx/php-svg-lib",
-            "version": "0.5.3",
+            "version": "0.5.4",
             "source": {
                 "type": "git",
                 "url": "https://github.com/dompdf/php-svg-lib.git",
-                "reference": "0e46722c154726a5f9ac218197ccc28adba16fcf"
+                "reference": "46b25da81613a9cf43c83b2a8c2c1bdab27df691"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/dompdf/php-svg-lib/zipball/0e46722c154726a5f9ac218197ccc28adba16fcf",
-                "reference": "0e46722c154726a5f9ac218197ccc28adba16fcf",
+                "url": "https://api.github.com/repos/dompdf/php-svg-lib/zipball/46b25da81613a9cf43c83b2a8c2c1bdab27df691",
+                "reference": "46b25da81613a9cf43c83b2a8c2c1bdab27df691",
                 "shasum": ""
             },
             "require": {
@@ -5357,9 +5357,9 @@
             "homepage": "https://github.com/PhenX/php-svg-lib",
             "support": {
                 "issues": "https://github.com/dompdf/php-svg-lib/issues",
-                "source": "https://github.com/dompdf/php-svg-lib/tree/0.5.3"
+                "source": "https://github.com/dompdf/php-svg-lib/tree/0.5.4"
             },
-            "time": "2024-02-23T20:39:24+00:00"
+            "time": "2024-04-08T12:52:34+00:00"
         },
         {
             "name": "phpoption/phpoption",

package-lock.json

@@ -507,9 +507,9 @@
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         },
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+            "version": "4.14.3",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-android-arm-eabi/-/rollup-android-arm-eabi-4.14.3.tgz",
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             "cpu": [
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@@ -520,9 +520,9 @@
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         "node_modules/@rollup/rollup-android-arm64": {
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-            "resolved": "https://registry.npmjs.org/@rollup/rollup-android-arm64/-/rollup-android-arm64-4.14.2.tgz",
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+            "version": "4.14.3",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-android-arm64/-/rollup-android-arm64-4.14.3.tgz",
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@@ -533,9 +533,9 @@
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+            "resolved": "https://registry.npmjs.org/@rollup/rollup-darwin-arm64/-/rollup-darwin-arm64-4.14.3.tgz",
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                 "arm64"
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@@ -546,9 +546,9 @@
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         "node_modules/@rollup/rollup-darwin-x64": {
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-            "resolved": "https://registry.npmjs.org/@rollup/rollup-darwin-x64/-/rollup-darwin-x64-4.14.2.tgz",
-            "integrity": "sha512-o/HAIrQq0jIxJAhgtIvV5FWviYK4WB0WwV91SLUnsliw1lSAoLsmgEEgRWzDguAFeUEUUoIWXiJrPqU7vGiVkA==",
+            "version": "4.14.3",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-darwin-x64/-/rollup-darwin-x64-4.14.3.tgz",
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@@ -559,9 +559,22 @@
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+            "version": "4.14.3",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm-gnueabihf/-/rollup-linux-arm-gnueabihf-4.14.3.tgz",
+            "integrity": "sha512-ge2DC7tHRHa3caVEoSbPRJpq7azhG+xYsd6u2MEnJ6XzPSzQsTKyXvh6iWjXRf7Rt9ykIUWHtl0Uz3T6yXPpKw==",
+            "cpu": [
+                "arm"
+            ],
+            "dev": true,
+            "optional": true,
+            "os": [
+                "linux"
+            ]
+        },
+        "node_modules/@rollup/rollup-linux-arm-musleabihf": {
+            "version": "4.14.3",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm-musleabihf/-/rollup-linux-arm-musleabihf-4.14.3.tgz",
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@@ -572,9 +585,9 @@
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-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm64-gnu/-/rollup-linux-arm64-gnu-4.14.2.tgz",
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+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm64-gnu/-/rollup-linux-arm64-gnu-4.14.3.tgz",
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             "cpu": [
                 "arm64"
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@@ -585,9 +598,9 @@
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-            "integrity": "sha512-cAOTjGNm84gc6tS02D1EXtG7tDRsVSDTBVXOLbj31DkwfZwgTPYZ6aafSU7rD/4R2a34JOwlF9fQayuTSkoclA==",
+            "version": "4.14.3",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-arm64-musl/-/rollup-linux-arm64-musl-4.14.3.tgz",
+            "integrity": "sha512-UrBoMLCq4E92/LCqlh+blpqMz5h1tJttPIniwUgOFJyjWI1qrtrDhhpHPuFxULlUmjFHfloWdixtDhSxJt5iKw==",
             "cpu": [
                 "arm64"
             ],
@@ -598,9 +611,9 @@
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         "node_modules/@rollup/rollup-linux-powerpc64le-gnu": {
-            "version": "4.14.2",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-powerpc64le-gnu/-/rollup-linux-powerpc64le-gnu-4.14.2.tgz",
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+            "version": "4.14.3",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-powerpc64le-gnu/-/rollup-linux-powerpc64le-gnu-4.14.3.tgz",
+            "integrity": "sha512-5aRjvsS8q1nWN8AoRfrq5+9IflC3P1leMoy4r2WjXyFqf3qcqsxRCfxtZIV58tCxd+Yv7WELPcO9mY9aeQyAmw==",
             "cpu": [
                 "ppc64"
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@@ -611,9 +624,9 @@
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+            "version": "4.14.3",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-riscv64-gnu/-/rollup-linux-riscv64-gnu-4.14.3.tgz",
+            "integrity": "sha512-sk/Qh1j2/RJSX7FhEpJn8n0ndxy/uf0kI/9Zc4b1ELhqULVdTfN6HL31CDaTChiBAOgLcsJ1sgVZjWv8XNEsAQ==",
             "cpu": [
                 "riscv64"
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@@ -624,9 +637,9 @@
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+            "version": "4.14.3",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-s390x-gnu/-/rollup-linux-s390x-gnu-4.14.3.tgz",
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             "cpu": [
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@@ -637,9 +650,9 @@
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+            "resolved": "https://registry.npmjs.org/@rollup/rollup-linux-x64-gnu/-/rollup-linux-x64-gnu-4.14.3.tgz",
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@@ -650,9 +663,9 @@
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@@ -663,9 +676,9 @@
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@@ -676,9 +689,9 @@
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@@ -689,9 +702,9 @@
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-            "version": "4.14.2",
-            "resolved": "https://registry.npmjs.org/@rollup/rollup-win32-x64-msvc/-/rollup-win32-x64-msvc-4.14.2.tgz",
-            "integrity": "sha512-teAqzLT0yTYZa8ZP7zhFKEx4cotS8Tkk5XiqNMJhD4CpaWB1BHARE4Qy+RzwnXvSAYv+Q3jAqCVBS+PS+Yee8Q==",
+            "version": "4.14.3",
+            "resolved": "https://registry.npmjs.org/@rollup/rollup-win32-x64-msvc/-/rollup-win32-x64-msvc-4.14.3.tgz",
+            "integrity": "sha512-/BypzV0H1y1HzgYpxqRaXGBRqfodgoBBCcsrujT6QRcakDQdfU+Lq9PENPh5jB4I44YWq+0C2eHsHya+nZY1sA==",
             "cpu": [
                 "x64"
             ],
@@ -918,9 +931,9 @@
             }
         },
         "node_modules/caniuse-lite": {
-            "version": "1.0.30001609",
-            "resolved": "https://registry.npmjs.org/caniuse-lite/-/caniuse-lite-1.0.30001609.tgz",
-            "integrity": "sha512-JFPQs34lHKx1B5t1EpQpWH4c+29zIyn/haGsbpfq3suuV9v56enjFt23zqijxGTMwy1p/4H2tjnQMY+p1WoAyA==",
+            "version": "1.0.30001610",
+            "resolved": "https://registry.npmjs.org/caniuse-lite/-/caniuse-lite-1.0.30001610.tgz",
+            "integrity": "sha512-QFutAY4NgaelojVMjY63o6XlZyORPaLfyMnsl3HgnWdJUcX6K0oaJymHjH8PT5Gk7sTm8rvC/c5COUQKXqmOMA==",
             "dev": true,
             "funding": [
                 {
@@ -1997,9 +2010,9 @@
             }
         },
         "node_modules/rollup": {
-            "version": "4.14.2",
-            "resolved": "https://registry.npmjs.org/rollup/-/rollup-4.14.2.tgz",
-            "integrity": "sha512-WkeoTWvuBoFjFAhsEOHKRoZ3r9GfTyhh7Vff1zwebEFLEFjT1lG3784xEgKiTa7E+e70vsC81roVL2MP4tgEEQ==",
+            "version": "4.14.3",
+            "resolved": "https://registry.npmjs.org/rollup/-/rollup-4.14.3.tgz",
+            "integrity": "sha512-ag5tTQKYsj1bhrFC9+OEWqb5O6VYgtQDO9hPDBMmIbePwhfSr+ExlcU741t8Dhw5DkPCQf6noz0jb36D6W9/hw==",
             "dev": true,
             "dependencies": {
                 "@types/estree": "1.0.5"
@@ -2012,21 +2025,22 @@
                 "npm": ">=8.0.0"
             },
             "optionalDependencies": {
-                "@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",
+                "@rollup/rollup-android-arm-eabi": "4.14.3",
+                "@rollup/rollup-android-arm64": "4.14.3",
+                "@rollup/rollup-darwin-arm64": "4.14.3",
+                "@rollup/rollup-darwin-x64": "4.14.3",
+                "@rollup/rollup-linux-arm-gnueabihf": "4.14.3",
+                "@rollup/rollup-linux-arm-musleabihf": "4.14.3",
+                "@rollup/rollup-linux-arm64-gnu": "4.14.3",
+                "@rollup/rollup-linux-arm64-musl": "4.14.3",
+                "@rollup/rollup-linux-powerpc64le-gnu": "4.14.3",
+                "@rollup/rollup-linux-riscv64-gnu": "4.14.3",
+                "@rollup/rollup-linux-s390x-gnu": "4.14.3",
+                "@rollup/rollup-linux-x64-gnu": "4.14.3",
+                "@rollup/rollup-linux-x64-musl": "4.14.3",
+                "@rollup/rollup-win32-arm64-msvc": "4.14.3",
+                "@rollup/rollup-win32-ia32-msvc": "4.14.3",
+                "@rollup/rollup-win32-x64-msvc": "4.14.3",
                 "fsevents": "~2.3.2"
             }
         },

resources/css/filament/company/theme.css

@@ -123,10 +123,6 @@
     padding-right: 3rem;
 }
 
-.connected-account-header .fi-icon-btn.fi-ac-icon-btn-action {
-    @apply text-primary-500 hover:text-danger-600 focus-visible:text-danger-600 focus-visible:ring-danger-500 dark:text-primary-400 dark:hover:text-danger-300 dark:focus-visible:text-danger-300 dark:focus-visible:ring-danger-500;
-}
-
 .fi-ta-empty-state-icon-ctn {
     @apply bg-platinum;
 }

resources/views/components/actions/delete-bank-connection-modal.blade.php

@@ -1,6 +1,7 @@
 <span>Are you sure you want to delete your {{ $institution->name }} connection? Deleting this bank connection will remove the following connected accounts:</span>
-<ul class="list-disc list-inside p-2">
+<ul class="list-disc list-inside p-4">
     @foreach($institution->connectedBankAccounts as $connectedBankAccount)
         <li>{{ $connectedBankAccount->name }}</li>
     @endforeach
 </ul>
+<span>Deleting this bank connection will stop the import of transactions for all accounts associated with this bank. Existing transactions will remain unchanged.</span>

resources/views/components/actions/refresh-transactions-modal.blade.php

@@ -0,0 +1,8 @@
+<span>Are you sure you want to refresh transactions for the following connected accounts at {{ $institution->name }}?</span>
+<ul class="list-disc list-inside p-4">
+    @foreach($institution->getEnabledConnectedBankAccounts() as $connectedBankAccount)
+        <li>{{ $connectedBankAccount->name }}</li>
+    @endforeach
+</ul>
+<span>Refreshing transactions will update all listed accounts with the latest transactions from the bank. This may take a few moments.</span>
+

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

@@ -26,6 +26,12 @@
                         @endif
                     </div>
 
+                    {{-- Refresh Transactions --}}
+                    @if($institution->getEnabledConnectedBankAccounts()->isNotEmpty())
+                        {{ ($this->refreshTransactions)(['institution' => $institution->id]) }}
+                    @endif
+
+                    {{-- Delete Institution --}}
                     {{ ($this->deleteBankConnection)(['institution' => $institution->id]) }}
                 </header>
 
@@ -95,14 +101,17 @@
     {{-- Initialize Plaid Link --}}
     @script
     <script>
+        const mobileSize = window.matchMedia("(max-width: 480px)");
+
         let data = Alpine.reactive({ windowWidth: 'max-w-2xl' });
 
-        Alpine.effect(() => {
-            $wire.$set('modalWidth', data.windowWidth);
+        // Add a media query change listener
+        mobileSize.addEventListener('change', (e) => {
+            data.windowWidth = e.matches ? 'screen' : 'max-w-2xl';
         });
 
-        window.addEventListener('resize', () => {
-            data.windowWidth = window.innerWidth <= 480 ? 'screen' : 'max-w-2xl';
+        Alpine.effect(() => {
+            $wire.$set('modalWidth', data.windowWidth);
         });
 
         $wire.on('initializeLink', token => {