admin/acmcc
1
0
Fork 0
mirror of https://github.com/renee-png/acmcc.git synced 2026-06-21 09:50:01 +00:00
Code Issues Packages Projects Releases Wiki Activity

Bank feeds: replace Plaid with Stripe Financial Connections

Browse Source 
Swap the bank-linking + transaction-download integration from Plaid to
Stripe Financial Connections (you're already on Stripe for payments).

- accounting.stripe_bank_connections table (mirrors plaid_connections)
- stripe-financial-connections edge function: create_session / save_account
  / sync / disconnect, using per-association keys from stripe_account_mappings
  (handles connected accounts via Stripe-Account + stripeAccount on the client)
- lib/stripeBank.ts: client wrappers + the Stripe.js collectFinancialConnections
  Accounts flow
- AccountingBankingPage: Connect/Sync/Disconnect now drive Stripe FC; removed
  react-plaid-link usage and the PlaidLinkButton
- Integrations page wording updated
- Imported transactions land uncategorised in the bank feed (credit/debit by
  amount sign) for matching, same as before

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
renee-png
2026-06-15 00:27:05 -04:00
parent 266a99d4b2
commit 10cd24e738
5 changed files with 312 additions and 79 deletions
Download Patch File Download Diff File Expand all files Collapse all files
supabase/migrations/20260615120000_stripe_bank_connections.sql
+39
View File
@@ -0,0 +1,39 @@
-- Stripe Financial Connections bank links (replaces Plaid).
-- One row per accounting bank account linked through Stripe Financial Connections.
create table if not exists accounting.stripe_bank_connections (
id uuid primary key default gen_random_uuid(),
company_id uuid not null references accounting.companies(id) on delete cascade,
account_id uuid not null references accounting.accounts(id) on delete cascade,
fc_account_id text not null, -- Stripe Financial Connections account id (fca_...)
fc_customer_id text, -- Stripe customer used as the account holder (cus_...)
institution_name text,
last4 text,
status text not null default 'active',
last_sync_at timestamptz,
created_at timestamptz not null default now(),
updated_at timestamptz not null default now(),
unique (company_id, account_id)
);
create index if not exists idx_stripe_bank_conn_company on accounting.stripe_bank_connections(company_id);
alter table accounting.stripe_bank_connections enable row level security;
drop policy if exists "Accounting staff full access" on accounting.stripe_bank_connections;
create policy "Accounting staff full access" on accounting.stripe_bank_connections
for all using (accounting.is_accounting_staff()) with check (accounting.is_accounting_staff());
drop policy if exists "Members CRUD stripe_bank_connections" on accounting.stripe_bank_connections;
create policy "Members CRUD stripe_bank_connections" on accounting.stripe_bank_connections
for all using (accounting.is_company_member(company_id, auth.uid()))
with check (accounting.is_company_member(company_id, auth.uid()));
drop policy if exists "Board view stripe_bank_connections" on accounting.stripe_bank_connections;
create policy "Board view stripe_bank_connections" on accounting.stripe_bank_connections
for select using (accounting.is_company_board_member(company_id));
drop trigger if exists trg_stripe_bank_conn_updated on accounting.stripe_bank_connections;
create trigger trg_stripe_bank_conn_updated
before update on accounting.stripe_bank_connections
for each row execute function public.update_updated_at_column();
grant select, insert, update, delete on accounting.stripe_bank_connections to authenticated;
grant all on accounting.stripe_bank_connections to service_role;