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admin
10cd24e738
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>
40 lines
2.3 KiB
SQL
40 lines
2.3 KiB
SQL
-- Stripe Financial Connections bank links (replaces Plaid).
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-- One row per accounting bank account linked through Stripe Financial Connections.
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create table if not exists accounting.stripe_bank_connections (
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id uuid primary key default gen_random_uuid(),
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company_id uuid not null references accounting.companies(id) on delete cascade,
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account_id uuid not null references accounting.accounts(id) on delete cascade,
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fc_account_id text not null, -- Stripe Financial Connections account id (fca_...)
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fc_customer_id text, -- Stripe customer used as the account holder (cus_...)
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institution_name text,
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last4 text,
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status text not null default 'active',
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last_sync_at timestamptz,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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unique (company_id, account_id)
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);
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create index if not exists idx_stripe_bank_conn_company on accounting.stripe_bank_connections(company_id);
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alter table accounting.stripe_bank_connections enable row level security;
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drop policy if exists "Accounting staff full access" on accounting.stripe_bank_connections;
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create policy "Accounting staff full access" on accounting.stripe_bank_connections
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for all using (accounting.is_accounting_staff()) with check (accounting.is_accounting_staff());
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drop policy if exists "Members CRUD stripe_bank_connections" on accounting.stripe_bank_connections;
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create policy "Members CRUD stripe_bank_connections" on accounting.stripe_bank_connections
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for all using (accounting.is_company_member(company_id, auth.uid()))
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with check (accounting.is_company_member(company_id, auth.uid()));
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drop policy if exists "Board view stripe_bank_connections" on accounting.stripe_bank_connections;
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create policy "Board view stripe_bank_connections" on accounting.stripe_bank_connections
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for select using (accounting.is_company_board_member(company_id));
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drop trigger if exists trg_stripe_bank_conn_updated on accounting.stripe_bank_connections;
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create trigger trg_stripe_bank_conn_updated
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before update on accounting.stripe_bank_connections
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for each row execute function public.update_updated_at_column();
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grant select, insert, update, delete on accounting.stripe_bank_connections to authenticated;
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grant all on accounting.stripe_bank_connections to service_role;
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