Pluggy.ai bank sync

packages/desktop-client/src/components/Modals.tsx

@@ -61,6 +61,7 @@ import { OpenIDEnableModal } from './modals/OpenIDEnableModal';
 import { OutOfSyncMigrationsModal } from './modals/OutOfSyncMigrationsModal';
 import { PasswordEnableModal } from './modals/PasswordEnableModal';
 import { PayeeAutocompleteModal } from './modals/PayeeAutocompleteModal';
+import { PluggyAiInitialiseModal } from './modals/PluggyAiInitialiseModal';
 import { ScheduledTransactionMenuModal } from './modals/ScheduledTransactionMenuModal';
 import { SelectLinkedAccountsModal } from './modals/SelectLinkedAccountsModal';
 import { SimpleFinInitialiseModal } from './modals/SimpleFinInitialiseModal';
@@ -222,6 +223,11 @@ export function Modals() {
             />
           );
 
+        case 'pluggyai-init':
+          return (
+            <PluggyAiInitialiseModal key={name} onSuccess={options.onSuccess} />
+          );
+
         case 'gocardless-external-msg':
           return (
             <GoCardlessExternalMsgModal

packages/desktop-client/src/components/banksync/EditSyncAccount.tsx

@@ -62,6 +62,15 @@ const mappableFields: MappableField[] = [
       'remittanceInformationStructured',
       'remittanceInformationStructuredArrayString',
       'additionalInformation',
+      'paymentData.payer.accountNumber',
+      'paymentData.payer.documentNumber.value',
+      'paymentData.payer.name',
+      'paymentData.receiver.accountNumber',
+      'paymentData.receiver.documentNumber.value',
+      'paymentData.receiver.name',
+      'merchant.name',
+      'merchant.businessName',
+      'merchant.cnpj',
     ],
   },
   {
@@ -73,6 +82,16 @@ const mappableFields: MappableField[] = [
       'remittanceInformationStructured',
       'remittanceInformationStructuredArrayString',
       'additionalInformation',
+      'category',
+      'paymentData.payer.accountNumber',
+      'paymentData.payer.documentNumber.value',
+      'paymentData.payer.name',
+      'paymentData.receiver.accountNumber',
+      'paymentData.receiver.documentNumber.value',
+      'paymentData.receiver.name',
+      'merchant.name',
+      'merchant.businessName',
+      'merchant.cnpj',
     ],
   },
 ];

packages/desktop-client/src/components/banksync/index.tsx

@@ -28,6 +28,7 @@ const useSyncSourceReadable = () => {
   const syncSourceReadable: Record<SyncProviders, string> = {
     goCardless: 'GoCardless',
     simpleFin: 'SimpleFIN',
+    pluggyai: 'Pluggy.ai',
     unlinked: t('Unlinked'),
   };
 

packages/desktop-client/src/components/modals/CreateAccountModal.tsx

@@ -10,13 +10,15 @@ import { Popover } from '@actual-app/components/popover';
 import { Text } from '@actual-app/components/text';
 import { View } from '@actual-app/components/view';
 
-import { pushModal } from 'loot-core/client/actions';
+import { addNotification, pushModal } from 'loot-core/client/actions';
 import { send } from 'loot-core/platform/client/fetch';
 
 import { useAuth } from '../../auth/AuthProvider';
 import { Permissions } from '../../auth/types';
 import { authorizeBank } from '../../gocardless';
+import { useFeatureFlag } from '../../hooks/useFeatureFlag';
 import { useGoCardlessStatus } from '../../hooks/useGoCardlessStatus';
+import { usePluggyAiStatus } from '../../hooks/usePluggyAiStatus';
 import { useSimpleFinStatus } from '../../hooks/useSimpleFinStatus';
 import { useSyncServerStatus } from '../../hooks/useSyncServerStatus';
 import { SvgDotsHorizontalTriple } from '../../icons/v1';
@@ -34,6 +36,8 @@ type CreateAccountProps = {
 export function CreateAccountModal({ upgradingAccountId }: CreateAccountProps) {
   const { t } = useTranslation();
 
+  const isPluggyAiEnabled = useFeatureFlag('pluggyAiBankSync');
+
   const syncServerStatus = useSyncServerStatus();
   const dispatch = useDispatch();
   const [isGoCardlessSetupComplete, setIsGoCardlessSetupComplete] = useState<
@@ -42,6 +46,9 @@ export function CreateAccountModal({ upgradingAccountId }: CreateAccountProps) {
   const [isSimpleFinSetupComplete, setIsSimpleFinSetupComplete] = useState<
     boolean | null
   >(null);
+  const [isPluggyAiSetupComplete, setIsPluggyAiSetupComplete] = useState<
+    boolean | null
+  >(null);
   const { hasPermission } = useAuth();
   const multiuserEnabled = useMultiuserEnabled();
 
@@ -118,6 +125,70 @@ export function CreateAccountModal({ upgradingAccountId }: CreateAccountProps) {
     setLoadingSimpleFinAccounts(false);
   };
 
+  const onConnectPluggyAi = async () => {
+    if (!isPluggyAiSetupComplete) {
+      onPluggyAiInit();
+      return;
+    }
+
+    try {
+      const results = await send('pluggyai-accounts');
+      if (results.error_code) {
+        throw new Error(results.reason);
+      } else if ('error' in results) {
+        throw new Error(results.error);
+      }
+
+      const newAccounts = [];
+
+      type NormalizedAccount = {
+        account_id: string;
+        name: string;
+        institution: string;
+        orgDomain: string | null;
+        orgId: string;
+        balance: number;
+      };
+
+      for (const oldAccount of results.accounts) {
+        const newAccount: NormalizedAccount = {
+          account_id: oldAccount.id,
+          name: `${oldAccount.name.trim()} - ${oldAccount.type === 'BANK' ? oldAccount.taxNumber : oldAccount.owner}`,
+          institution: oldAccount.name,
+          orgDomain: null,
+          orgId: oldAccount.id,
+          balance:
+            oldAccount.type === 'BANK'
+              ? oldAccount.bankData.automaticallyInvestedBalance +
+                oldAccount.bankData.closingBalance
+              : oldAccount.balance,
+        };
+
+        newAccounts.push(newAccount);
+      }
+
+      dispatch(
+        pushModal('select-linked-accounts', {
+          accounts: newAccounts,
+          syncSource: 'pluggyai',
+        }),
+      );
+    } catch (err) {
+      console.error(err);
+      addNotification({
+        type: 'error',
+        title: t('Error when trying to contact Pluggy.ai'),
+        message: (err as Error).message,
+        timeout: 5000,
+      });
+      dispatch(
+        pushModal('pluggyai-init', {
+          onSuccess: () => setIsPluggyAiSetupComplete(true),
+        }),
+      );
+    }
+  };
+
   const onGoCardlessInit = () => {
     dispatch(
       pushModal('gocardless-init', {
@@ -134,6 +205,14 @@ export function CreateAccountModal({ upgradingAccountId }: CreateAccountProps) {
     );
   };
 
+  const onPluggyAiInit = () => {
+    dispatch(
+      pushModal('pluggyai-init', {
+        onSuccess: () => setIsPluggyAiSetupComplete(true),
+      }),
+    );
+  };
+
   const onGoCardlessReset = () => {
     send('secret-set', {
       name: 'gocardless_secretId',
@@ -162,6 +241,25 @@ export function CreateAccountModal({ upgradingAccountId }: CreateAccountProps) {
     });
   };
 
+  const onPluggyAiReset = () => {
+    send('secret-set', {
+      name: 'pluggyai_clientId',
+      value: null,
+    }).then(() => {
+      send('secret-set', {
+        name: 'pluggyai_clientSecret',
+        value: null,
+      }).then(() => {
+        send('secret-set', {
+          name: 'pluggyai_itemIds',
+          value: null,
+        }).then(() => {
+          setIsPluggyAiSetupComplete(false);
+        });
+      });
+    });
+  };
+
   const onCreateLocalAccount = () => {
     dispatch(pushModal('add-local-account'));
   };
@@ -176,6 +274,11 @@ export function CreateAccountModal({ upgradingAccountId }: CreateAccountProps) {
     setIsSimpleFinSetupComplete(configuredSimpleFin);
   }, [configuredSimpleFin]);
 
+  const { configuredPluggyAi } = usePluggyAiStatus();
+  useEffect(() => {
+    setIsPluggyAiSetupComplete(configuredPluggyAi);
+  }, [configuredPluggyAi]);
+
   let title = t('Add account');
   const [loadingSimpleFinAccounts, setLoadingSimpleFinAccounts] =
     useState(false);
@@ -359,9 +462,77 @@ export function CreateAccountModal({ upgradingAccountId }: CreateAccountProps) {
                           hundreds of banks.
                         </Trans>
                       </Text>
+                      {isPluggyAiEnabled && (
+                        <>
+                          <View
+                            style={{
+                              flexDirection: 'row',
+                              gap: 10,
+                              alignItems: 'center',
+                            }}
+                          >
+                            <ButtonWithLoading
+                              isDisabled={syncServerStatus !== 'online'}
+                              style={{
+                                padding: '10px 0',
+                                fontSize: 15,
+                                fontWeight: 600,
+                                flex: 1,
+                              }}
+                              onPress={onConnectPluggyAi}
+                            >
+                              {isPluggyAiSetupComplete
+                                ? t('Link bank account with Pluggy.ai')
+                                : t('Set up Pluggy.ai for bank sync')}
+                            </ButtonWithLoading>
+                            {isPluggyAiSetupComplete && (
+                              <DialogTrigger>
+                                <Button
+                                  variant="bare"
+                                  aria-label={t('Pluggy.ai menu')}
+                                >
+                                  <SvgDotsHorizontalTriple
+                                    width={15}
+                                    height={15}
+                                    style={{ transform: 'rotateZ(90deg)' }}
+                                  />
+                                </Button>
+
+                                <Popover>
+                                  <Menu
+                                    onMenuSelect={item => {
+                                      if (item === 'reconfigure') {
+                                        onPluggyAiReset();
+                                      }
+                                    }}
+                                    items={[
+                                      {
+                                        name: 'reconfigure',
+                                        text: t('Reset Pluggy.ai credentials'),
+                                      },
+                                    ]}
+                                  />
+                                </Popover>
+                              </DialogTrigger>
+                            )}
+                          </View>
+                          <Text style={{ lineHeight: '1.4em', fontSize: 15 }}>
+                            <Trans>
+                              <strong>
+                                Link a <em>Brazilian</em> bank account
+                              </strong>{' '}
+                              to automatically download transactions. Pluggy.ai
+                              provides reliable, up-to-date information from
+                              hundreds of banks.
+                            </Trans>
+                          </Text>
+                        </>
+                      )}
                     </>
                   )}
-                  {(!isGoCardlessSetupComplete || !isSimpleFinSetupComplete) &&
+                  {(!isGoCardlessSetupComplete ||
+                    !isSimpleFinSetupComplete ||
+                    !isPluggyAiSetupComplete) &&
                     !canSetSecrets && (
                       <Warning>
                         <Trans>
@@ -371,6 +542,7 @@ export function CreateAccountModal({ upgradingAccountId }: CreateAccountProps) {
                         {[
                           isGoCardlessSetupComplete ? '' : 'GoCardless',
                           isSimpleFinSetupComplete ? '' : 'SimpleFin',
+                          isPluggyAiSetupComplete ? '' : 'Pluggy.ai',
                         ]
                           .filter(Boolean)
                           .join(' or ')}