Merge branch 'main' of github.com:maybe-finance/maybe into fix-session-load

.env.example

@@ -58,5 +58,3 @@ NX_POSTMARK_API_TOKEN=
 # for now, they are still required.
 ########################################################################
 NX_PLAID_SECRET=
-NX_FINICITY_APP_KEY=
-NX_FINICITY_PARTNER_SECRET=

README.md

@@ -6,11 +6,11 @@
 
 ## Backstory
 
-We spent the better part of 2021/2022 building a personal finance + wealth management app called Maybe. Very full-featured, including an "Ask an Advisor" feature which connected users with an actual CFP/CFA to help them with their finances (all included in your subscription).
+We spent the better part of 2021/2022 building a personal finance + wealth management app called, Maybe. Very full-featured, including an "Ask an Advisor" feature which connected users with an actual CFP/CFA to help them with their finances (all included in your subscription).
 
-The business end of things didn't work out and so we shut things down mid-2023.
+The business end of things didn't work out, and so we shut things down mid-2023.
 
-We spent the better part of $1,000,000 building the app (employees + contractors, data providers/services, infrastructure, etc).
+We spent the better part of $1,000,000 building the app (employees + contractors, data providers/services, infrastructure, etc.).
 
 We're now reviving the product as a fully open-source project. The goal is to let you run the app yourself, for free, and use it to manage your own finances and eventually offer a hosted version of the app for a small monthly fee.
 
@@ -37,7 +37,8 @@ And dozens upon dozens of smaller features.
 
 This is the current state of building the app. We're actively working to make this process much more streamlined!
 
-You'll need Docker installed to run the app locally.
+*You'll need Docker installed to run the app locally.*
+[Docker Desktop](https://www.docker.com/products/docker-desktop/) is an easy way to get started.
 
 First, copy the `.env.example` file to `.env`:
 
@@ -52,14 +53,14 @@ To enable transactional emails, you'll need to create a [Postmark](https://postm
 Maybe uses [Teller](https://teller.io/) for connecting financial accounts. To get started with Teller, you'll need to create an account. Once you've created an account:
 
 -   Add your Teller application id to your `.env` file (`NEXT_PUBLIC_TELLER_APP_ID`).
--   Download your authentication certificates from Teller, create a `certs` folder in the root of the project, and place your certs in that directory. You should have both a `certificate.pem` and `private_key.pem`. **NEVER** check these files into source control, the `.gitignore` file will prevent the `certs/` directory from being added, but please double check.
+-   Download your authentication certificates from Teller, create a `certs` folder in the root of the project, and place your certs in that directory. You should have both a `certificate.pem` and `private_key.pem`. **NEVER** check these files into source control, the `.gitignore` file will prevent the `certs/` directory from being added, but please double-check.
 -   Set your `NEXT_PUBLIC_TELLER_ENV` and `NX_TELLER_ENV` to your desired environment. The default is `sandbox` which allows for testing with mock data. The login credentials for the sandbox environment are `username` and `password`. To connect to real financial accounts, you'll need to use the `development` environment.
 -   Webhooks are not implemented yet, but you can populate the `NX_TELLER_SIGNING_SECRET` with the value from your Teller account.
 -   We highly recommend checking out the [Teller docs](https://teller.io/docs) for more info.
 
 Then run the following yarn commands:
 
-```
+```shell
 yarn install
 yarn run dev:services:all
 yarn prisma:migrate:dev
@@ -94,7 +95,7 @@ To contribute, please see our [contribution guide](https://github.com/maybe-fina
 
 ## High-priority issues
 
-The biggest focus at the moment is on getting the app functional without some previously key external services (namely Plaid and Finicity).
+The biggest focus at the moment is on getting the app functional without some previously key external services (namely Plaid).
 
 You can view the current [high-priority issues here](https://github.com/maybe-finance/maybe/issues?q=is:issue+is:open+label:%22high+priority%22). Those are the most impactful issues to tackle first.
 

apps/client/pages/login.tsx

@@ -12,6 +12,7 @@ export default function LoginPage() {
     const [password, setPassword] = useState('')
     const [isValid, setIsValid] = useState(false)
     const [errorMessage, setErrorMessage] = useState<string | null>(null)
+    const [isLoading, setIsLoading] = useState(false)
 
     const { data: session } = useSession()
     const router = useRouter()
@@ -26,6 +27,7 @@ export default function LoginPage() {
         e.preventDefault()
         setErrorMessage(null)
         setPassword('')
+        setIsLoading(true)
 
         const response = await signIn('credentials', {
             email,
@@ -35,9 +37,17 @@ export default function LoginPage() {
 
         if (response && response.error) {
             setErrorMessage(response.error)
+            setIsLoading(false)
+            setIsValid(false)
         }
     }
 
+    const onPasswordChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+        setErrorMessage(null)
+        setPassword(e.target.value)
+        setIsValid(e.target.value.length > 0)
+    }
+
     return (
         <>
             <Script
@@ -57,6 +67,7 @@ export default function LoginPage() {
                         <form className="space-y-4 w-full px-4" onSubmit={onSubmit}>
                             <Input
                                 type="text"
+                                name="email"
                                 label="Email"
                                 value={email}
                                 onChange={(e) => setEmail(e.currentTarget.value)}
@@ -64,17 +75,11 @@ export default function LoginPage() {
 
                             <InputPassword
                                 autoComplete="password"
+                                name="password"
                                 label="Password"
                                 value={password}
-                                showPasswordRequirements={!isValid}
-                                onValidityChange={(checks) => {
-                                    const passwordValid =
-                                        checks.filter((c) => !c.isValid).length === 0
-                                    setIsValid(passwordValid)
-                                }}
-                                onChange={(e: React.ChangeEvent<HTMLInputElement>) =>
-                                    setPassword(e.target.value)
-                                }
+                                onChange={onPasswordChange}
+                                showComplexityBar={false}
                             />
 
                             {errorMessage && password.length === 0 ? (
@@ -85,8 +90,9 @@ export default function LoginPage() {
 
                             <Button
                                 type="submit"
-                                disabled={!isValid}
+                                disabled={!isValid || isLoading}
                                 variant={isValid ? 'primary' : 'secondary'}
+                                isLoading={isLoading}
                             >
                                 Log in
                             </Button>

apps/client/pages/register.tsx

@@ -14,6 +14,7 @@ export default function RegisterPage() {
     const [password, setPassword] = useState('')
     const [isValid, setIsValid] = useState(false)
     const [errorMessage, setErrorMessage] = useState<string | null>(null)
+    const [isLoading, setIsLoading] = useState(false)
 
     const { data: session } = useSession()
     const router = useRouter()
@@ -30,6 +31,7 @@ export default function RegisterPage() {
         setLastName('')
         setEmail('')
         setPassword('')
+        setIsLoading(true)
 
         const response = await signIn('credentials', {
             email,
@@ -41,6 +43,7 @@ export default function RegisterPage() {
 
         if (response && response.error) {
             setErrorMessage(response.error)
+            setIsLoading(false)
         }
     }
 
@@ -63,18 +66,21 @@ export default function RegisterPage() {
                         <form className="space-y-4 w-full px-4" onSubmit={onSubmit}>
                             <Input
                                 type="text"
+                                name="firstName"
                                 label="First name"
                                 value={firstName}
                                 onChange={(e) => setFirstName(e.currentTarget.value)}
                             />
                             <Input
                                 type="text"
+                                name="lastName"
                                 label="Last name"
                                 value={lastName}
                                 onChange={(e) => setLastName(e.currentTarget.value)}
                             />
                             <Input
                                 type="text"
+                                name="email"
                                 label="Email"
                                 value={email}
                                 onChange={(e) => setEmail(e.currentTarget.value)}
@@ -82,6 +88,7 @@ export default function RegisterPage() {
 
                             <InputPassword
                                 autoComplete="password"
+                                name="password"
                                 label="Password"
                                 value={password}
                                 showPasswordRequirements={!isValid}
@@ -105,6 +112,7 @@ export default function RegisterPage() {
                                 type="submit"
                                 disabled={!isValid}
                                 variant={isValid ? 'primary' : 'secondary'}
+                                isLoading={isLoading}
                             >
                                 Register
                             </Button>

apps/client/pages/settings.tsx

@@ -35,7 +35,7 @@ export default function SettingsPage() {
                     <Tab.List>
                         <Tab>Details</Tab>
                         <Tab>Security</Tab>
-                        <Tab>Billing</Tab>
+                        {process.env.STRIPE_API_KEY && <Tab>Billing</Tab>}
                     </Tab.List>
                     <Tab.Panels>
                         <Tab.Panel>
@@ -46,9 +46,11 @@ export default function SettingsPage() {
                                 <SecurityPreferences />
                             </div>
                         </Tab.Panel>
-                        <Tab.Panel>
-                            <BillingPreferences />
-                        </Tab.Panel>
+                        {process.env.STRIPE_API_KEY && (
+                            <Tab.Panel>
+                                <BillingPreferences />
+                            </Tab.Panel>
+                        )}
                     </Tab.Panels>
                 </Tab.Group>
             </section>

apps/client/tailwind.config.js

@@ -75,9 +75,5 @@ module.exports = merge(designSystemConfig, {
             },
         },
     },
-    plugins: [
-        require('@tailwindcss/line-clamp'),
-        require('@tailwindcss/forms'),
-        require('@tailwindcss/typography'),
-    ],
+    plugins: [require('@tailwindcss/forms'), require('@tailwindcss/typography')],
 })

apps/e2e/cypress.config.ts

@@ -11,14 +11,10 @@ export default defineConfig({
         baseUrl: 'http://localhost:4200',
         env: {
             API_URL: 'http://localhost:3333/v1',
-            AUTH0_ID: 'REPLACE_THIS',
-            AUTH0_CLIENT_ID: 'REPLACE_THIS',
-            AUTH0_NAME: 'Engineering CI',
-            AUTH0_EMAIL: 'REPLACE_THIS',
-            AUTH0_PASSWORD: 'REPLACE_THIS',
-            AUTH0_DOMAIN: 'REPLACE_THIS',
-            STRIPE_WEBHOOK_SECRET:
-                'REPLACE_THIS',
+            NEXTAUTH_SECRET: process.env.NEXTAUTH_SECRET,
+            NEXT_PUBLIC_NEXTAUTH_URL: 'http://localhost:4200',
+            NEXTAUTH_URL: process.env.NEXTAUTH_URL,
+            STRIPE_WEBHOOK_SECRET: 'REPLACE_THIS',
             STRIPE_CUSTOMER_ID: 'REPLACE_THIS',
             STRIPE_SUBSCRIPTION_ID: 'REPLACE_THIS',
         },

apps/e2e/src/e2e/accounts.cy.ts

@@ -19,81 +19,6 @@ function openEditAccountModal() {
 }
 
 describe('Accounts', () => {
-    it('should sync and edit a plaid connection', () => {
-        cy.apiRequest({
-            method: 'POST',
-            url: 'e2e/plaid/connect',
-        }).then((response) => {
-            expect(response.status).to.eql(200)
-
-            // The only time we need to manually send a Plaid webhook is in Github actions when testing a PR
-            if (Cypress.env('WEBHOOK_TYPE') === 'mock') {
-                const { plaidItemId } = response.body.data.json
-
-                cy.request({
-                    method: 'POST',
-                    url: `${Cypress.env('API_URL')}/plaid/webhook`,
-                    body: {
-                        webhook_type: 'TRANSACTIONS',
-                        webhook_code: 'HISTORICAL_UPDATE',
-                        item_id: plaidItemId,
-                    },
-                })
-                    .its('status')
-                    .should('equal', 200)
-            }
-        })
-
-        // Check account sidebar names and balances
-        cy.visit('/accounts')
-        cy.getByTestId('account-group', { timeout: 20_000 })
-
-        assertSidebarAccounts([
-            ['Assets', '$20,000'],
-            ['Cash', '$20,000'],
-            ['Sandbox Savings', '$15,000'],
-            ['Sandbox Checking', '$5,000'],
-            ['Debts', '$950'],
-            ['Credit Cards', '$950'],
-            ['Sandbox CC', '$950'],
-        ])
-
-        // Check current net worth
-        cy.visit('/')
-        cy.getByTestId('current-data-value').should('contain.text', '$19,050.00')
-
-        // Visit each account page, edit details, re-validate amounts
-        cy.contains('a', 'Sandbox Checking').click()
-        cy.getByTestId('current-data-value').should('contain.text', '$5,000.00')
-
-        cy.contains('a', 'Sandbox Savings').click()
-        cy.getByTestId('current-data-value').should('contain.text', '$15,000.00')
-
-        cy.contains('a', 'Sandbox CC').click()
-        cy.getByTestId('current-data-value').should('contain.text', '$950.00')
-
-        openEditAccountModal()
-
-        cy.getByTestId('connected-account-form').within(() => {
-            cy.get('input[name="name"]')
-                .should('have.value', 'Sandbox CC')
-                .clear()
-                .type('Credit Credit')
-            cy.get('input[name="categoryUser"]').should('have.value', 'credit')
-            cy.get('input[name="startDate"]')
-                .should('have.value', '')
-                .type(DateTime.now().minus({ months: 1 }).toFormat('MMddyyyy'))
-            cy.root().submit()
-        })
-
-        // Should be able to submit empty start date on connected account
-        openEditAccountModal()
-        cy.getByTestId('connected-account-form').within(() => {
-            cy.get('input[name="startDate"]').clear()
-            cy.root().submit()
-        })
-    })
-
     it('should interpolate and display manual vehicle account data', () => {
         cy.getByTestId('add-account-button').click()
         cy.contains('h4', 'Add account')
@@ -149,7 +74,8 @@ describe('Accounts', () => {
         cy.contains('h4', 'Add real estate')
 
         // Details
-        cy.get('input[name="country"]').select('GB')
+        cy.contains('label', 'Country').click()
+        cy.contains('button', 'Uganda').click()
         cy.get('input[name="line1"]').focus().type('123 Example St')
         cy.get('input[name="city"]').type('New York')
         cy.get('input[name="state"]').type('NY')
@@ -188,7 +114,9 @@ describe('Accounts', () => {
         openEditAccountModal()
 
         cy.getByTestId('property-form').within(() => {
-            cy.get('input[name="country]').should('have.value', 'GB').clear().select('FR')
+            cy.get('input[name="country"]').should('have.value', 'UG')
+            cy.contains('label', 'Country').click()
+            cy.contains('button', 'United States').click()
             cy.get('input[name="line1"]')
                 .should('have.value', '123 Example St')
                 .clear()

apps/e2e/src/e2e/auth.cy.ts

@@ -0,0 +1,9 @@
+describe('Auth', () => {
+    beforeEach(() => cy.visit('/'))
+
+    describe('Logging in', () => {
+        it('should show the home page of an authenticated user', () => {
+            cy.contains('h5', 'Assets & Debts')
+        })
+    })
+})

apps/e2e/src/support/commands.ts

@@ -1,17 +1,13 @@
-import jwtDecode from 'jwt-decode'
-
-declare global {
-    // eslint-disable-next-line @typescript-eslint/no-namespace
-    namespace Cypress {
-        // eslint-disable-next-line @typescript-eslint/no-unused-vars
-        interface Chainable<Subject> {
-            login(username: string, password: string): Chainable<any>
-            apiRequest(...params: Parameters<typeof cy.request>): Chainable<any>
-            getByTestId(...parameters: Parameters<typeof cy.get>): Chainable<any>
-            selectDate(date: Date): Chainable<any>
-            preserveAccessToken(): Chainable<any>
-            restoreAccessToken(): Chainable<any>
-        }
+// eslint-disable-next-line @typescript-eslint/no-namespace
+declare namespace Cypress {
+    // eslint-disable-next-line @typescript-eslint/no-unused-vars
+    interface Chainable<Subject> {
+        login(): Chainable<any>
+        apiRequest(...params: Parameters<typeof cy.request>): Chainable<any>
+        getByTestId(...parameters: Parameters<typeof cy.get>): Chainable<any>
+        selectDate(date: Date): Chainable<any>
+        preserveAccessToken(): Chainable<any>
+        restoreAccessToken(): Chainable<any>
     }
 }
 
@@ -20,13 +16,10 @@ Cypress.Commands.add('getByTestId', (testId, ...rest) => {
 })
 
 Cypress.Commands.add('apiRequest', ({ url, headers = {}, ...options }, ...rest) => {
-    const accessToken = window.localStorage.getItem('token')
-
     return cy.request(
         {
             url: `${Cypress.env('API_URL')}/${url}`,
             headers: {
-                Authorization: `Bearer ${accessToken}`,
                 ...headers,
             },
             ...options,
@@ -35,74 +28,11 @@ Cypress.Commands.add('apiRequest', ({ url, headers = {}, ...options }, ...rest)
     )
 })
 
-/**
- * Logs in with the engineering CI account
- */
-Cypress.Commands.add('login', (username, password) => {
-    // Preserves login across tests
-    cy.session('login-session-key', login, {
-        validate() {
-            cy.apiRequest({ url: 'e2e' }).its('status').should('eq', 200)
-        },
-    })
-
-    function login() {
-        const client_id = Cypress.env('AUTH0_CLIENT_ID')
-        const audience = 'https://maybe-finance-api/v1'
-        const scope = 'openid profile email offline_access'
-        const accessTokenStorageKey = `@@auth0spajs@@::${client_id}::${audience}::${scope}`
-        const AUTH_DOMAIN = Cypress.env('AUTH0_DOMAIN')
-
-        cy.log(`Logging in as ${username}`)
-
-        /**
-         * Uses the official Cypress Auth0 strategy for testing with Auth0
-         * https://docs.cypress.io/guides/testing-strategies/auth0-authentication#Auth0-Application-Setup
-         *
-         * Relevant Auth0 endpoint
-         * https://auth0.com/docs/api/authentication?javascript#resource-owner-password
-         */
-        cy.request({
-            method: 'POST',
-            url: `https://${AUTH_DOMAIN}/oauth/token`,
-            body: {
-                grant_type: 'password',
-                username,
-                password,
-                audience,
-                scope,
-                client_id,
-            },
-        }).then(({ body }) => {
-            const claims = jwtDecode<any>(body.id_token)
-
-            const { nickname, name, picture, updated_at, email, email_verified, sub, exp } = claims
-
-            const item = {
-                body: {
-                    ...body,
-                    decodedToken: {
-                        claims,
-                        user: {
-                            nickname,
-                            name,
-                            picture,
-                            updated_at,
-                            email,
-                            email_verified,
-                            sub,
-                        },
-                        audience,
-                        client_id,
-                    },
-                },
-                expiresAt: exp,
-            }
-
-            window.localStorage.setItem(accessTokenStorageKey, JSON.stringify(item))
-            window.localStorage.setItem('token', body.access_token)
-
-            cy.visit('/')
-        })
-    }
+Cypress.Commands.add('login', () => {
+    cy.visit('/login')
+    cy.get('input[name="email"]').type('bond@007.com')
+    cy.get('input[name="password"]').type('TestPassword123')
+    cy.get('button[type="submit"]').click()
+    //eslint-disable-next-line cypress/no-unnecessary-waiting
+    cy.wait(1000)
 })

apps/e2e/src/support/e2e.ts

@@ -2,8 +2,7 @@ import './commands'
 
 beforeEach(() => {
     // Login
-    // Rate limit 30 / min - https://auth0.com/docs/troubleshoot/customer-support/operational-policies/rate-limit-policy#limits-for-non-production-tenants-of-paying-customers-and-all-tenants-of-free-customers
-    cy.login(Cypress.env('AUTH0_EMAIL'), Cypress.env('AUTH0_PASSWORD'))
+    cy.login()
 
     // Delete the current user to wipe all data before test
     cy.apiRequest({
@@ -14,6 +13,6 @@ beforeEach(() => {
         expect(response.status).to.equal(200)
     })
 
-    // Re-login (JWT should still be valid)
+    // Go back to dashboard
     cy.visit('/')
 })

apps/e2e/src/support/index.ts

@@ -0,0 +1,2 @@
+import './commands'
+import './e2e'

apps/server/src/app/app.ts

@@ -35,7 +35,6 @@ import {
     accountRollupRouter,
     valuationsRouter,
     institutionsRouter,
-    finicityRouter,
     tellerRouter,
     transactionsRouter,
     holdingsRouter,
@@ -110,7 +109,6 @@ app.use(
 app.use('/v1/stripe', express.raw({ type: 'application/json' }))
 
 app.use(express.urlencoded({ extended: true }))
-app.use(express.json({ limit: '50mb' })) // Finicity sends large response bodies for webhooks
 
 // =========================================
 //                 API ⬇️
@@ -158,7 +156,6 @@ app.use('/v1', validateAuthJwt)
 app.use('/v1/users', usersRouter)
 app.use('/v1/e2e', e2eRouter)
 app.use('/v1/plaid', plaidRouter)
-app.use('/v1/finicity', finicityRouter)
 app.use('/v1/teller', tellerRouter)
 app.use('/v1/accounts', accountsRouter)
 app.use('/v1/account-rollup', accountRollupRouter)

apps/server/src/app/lib/endpoint.ts

@@ -37,10 +37,7 @@ import {
     TransactionBalanceSyncStrategy,
     InvestmentTransactionBalanceSyncStrategy,
     PlaidETL,
-    FinicityService,
-    FinicityETL,
     InstitutionProviderFactory,
-    FinicityWebhookHandler,
     PlaidWebhookHandler,
     TellerService,
     TellerETL,
@@ -56,7 +53,6 @@ import {
 } from '@maybe-finance/server/features'
 import prisma from './prisma'
 import plaid, { getPlaidWebhookUrl } from './plaid'
-import finicity, { getFinicityTxPushUrl, getFinicityWebhookUrl } from './finicity'
 import teller, { getTellerWebhookUrl } from './teller'
 import stripe from './stripe'
 import postmark from './postmark'
@@ -136,15 +132,6 @@ const plaidService = new PlaidService(
     env.NX_CLIENT_URL_CUSTOM || env.NX_CLIENT_URL
 )
 
-const finicityService = new FinicityService(
-    logger.child({ service: 'FinicityService' }),
-    prisma,
-    finicity,
-    new FinicityETL(logger.child({ service: 'FinicityETL' }), prisma, finicity),
-    getFinicityWebhookUrl(),
-    env.NX_FINICITY_ENV === 'sandbox'
-)
-
 const tellerService = new TellerService(
     logger.child({ service: 'TellerService' }),
     prisma,
@@ -159,7 +146,6 @@ const tellerService = new TellerService(
 
 const accountConnectionProviderFactory = new AccountConnectionProviderFactory({
     plaid: plaidService,
-    finicity: finicityService,
     teller: tellerService,
 })
 
@@ -239,7 +225,6 @@ const userService = new UserService(
 
 const institutionProviderFactory = new InstitutionProviderFactory({
     PLAID: plaidService,
-    FINICITY: finicityService,
     TELLER: tellerService,
 })
 
@@ -279,14 +264,6 @@ const plaidWebhooks = new PlaidWebhookHandler(
     queueService
 )
 
-const finicityWebhooks = new FinicityWebhookHandler(
-    logger.child({ service: 'FinicityWebhookHandler' }),
-    prisma,
-    finicity,
-    accountConnectionService,
-    getFinicityTxPushUrl()
-)
-
 const stripeWebhooks = new StripeWebhookHandler(
     logger.child({ service: 'StripeWebhookHandler' }),
     prisma,
@@ -358,8 +335,6 @@ export async function createContext(req: Request) {
         queueService,
         plaidService,
         plaidWebhooks,
-        finicityService,
-        finicityWebhooks,
         stripeWebhooks,
         tellerService,
         tellerWebhooks,

apps/server/src/app/lib/finicity.ts

@@ -1,21 +0,0 @@
-import { FinicityApi } from '@maybe-finance/finicity-api'
-import { getWebhookUrl } from './webhook'
-import env from '../../env'
-
-const finicity = new FinicityApi(
-    env.NX_FINICITY_APP_KEY,
-    env.NX_FINICITY_PARTNER_ID,
-    env.NX_FINICITY_PARTNER_SECRET
-)
-
-export default finicity
-
-export async function getFinicityWebhookUrl() {
-    const webhookUrl = await getWebhookUrl()
-    return `${webhookUrl}/v1/finicity/webhook`
-}
-
-export async function getFinicityTxPushUrl() {
-    const webhookUrl = await getWebhookUrl()
-    return `${webhookUrl}/v1/finicity/txpush`
-}

apps/server/src/app/middleware/index.ts

@@ -4,7 +4,6 @@ export * from './auth-error-handler'
 export * from './superjson'
 export * from './validate-auth-jwt'
 export * from './validate-plaid-jwt'
-export * from './validate-finicity-signature'
 export * from './validate-teller-signature'
 export { default as maintenance } from './maintenance'
 export * from './identify-user'

apps/server/src/app/middleware/validate-finicity-signature.ts

@@ -1,21 +0,0 @@
-import type { RequestHandler } from 'express'
-import crypto from 'crypto'
-import env from '../../env'
-
-/**
- * middleware to validate the `x-finicity-signature` header
- *
- * https://docs.finicity.com/connect-and-mvs-webhooks/
- */
-export const validateFinicitySignature: RequestHandler = (req, res, next) => {
-    const signature = crypto
-        .createHmac('sha256', env.NX_FINICITY_PARTNER_SECRET)
-        .update(JSON.stringify(req.body))
-        .digest('hex')
-
-    if (req.get('x-finicity-signature') !== signature) {
-        throw new Error('invalid finicity signature')
-    }
-
-    next()
-}

apps/server/src/app/routes/connections.router.ts

@@ -99,20 +99,6 @@ router.post(
     })
 )
 
-router.post(
-    '/:id/finicity/fix-connect',
-    endpoint.create({
-        resolve: async ({ ctx, req }) => {
-            const { link } = await ctx.finicityService.generateFixConnectUrl(
-                ctx.user!.id,
-                +req.params.id
-            )
-
-            return { link }
-        },
-    })
-)
-
 router.post(
     '/:id/sync',
     endpoint.create({

apps/server/src/app/routes/e2e.router.ts

@@ -6,13 +6,13 @@ import endpoint from '../lib/endpoint'
 
 const router = Router()
 
-router.use((req, res, next) => {
-    const roles = req.user?.['https://maybe.co/roles']
+const testUserId = 'test_ec3ee8a4-fa01-4f11-8ac5-9c49dd7fbae4'
 
-    if (roles?.includes('CIUser') || roles?.includes('Admin')) {
+router.use((req, res, next) => {
+    if (req.user?.sub === testUserId) {
         next()
     } else {
-        res.status(401).send('Route only available to CIUser and Admin roles')
+        res.status(401).send('Route only available to test users')
     }
 })
 
@@ -47,14 +47,14 @@ router.post(
             trialLapsed: z.boolean().default(false),
         }),
         resolve: async ({ ctx, input }) => {
-            ctx.logger.debug(`Resetting CI user ${ctx.user!.authId}`)
-
             await ctx.prisma.$transaction([
-                ctx.prisma.$executeRaw`DELETE FROM "user" WHERE auth_id=${ctx.user!.authId};`,
+                ctx.prisma.$executeRaw`DELETE FROM "user" WHERE auth_id=${testUserId};`,
                 ctx.prisma.user.create({
                     data: {
-                        authId: ctx.user!.authId,
-                        email: 'REPLACE_THIS',
+                        authId: testUserId,
+                        email: 'bond@007.com',
+                        firstName: 'James',
+                        lastName: 'Bond',
                         dob: new Date('1990-01-01'),
                         linkAccountDismissedAt: new Date(), // ensures our auto-account link doesn't trigger
 

apps/server/src/app/routes/finicity.router.ts

@@ -1,31 +0,0 @@
-import { z } from 'zod'
-import { Router } from 'express'
-import endpoint from '../lib/endpoint'
-
-const router = Router()
-
-router.post(
-    '/connect-url',
-    endpoint.create({
-        input: z.object({
-            institutionId: z.string(),
-        }),
-        resolve: async ({ ctx, input }) => {
-            return await ctx.finicityService.generateConnectUrl(ctx.user!.id, input.institutionId)
-        },
-    })
-)
-
-router.post(
-    '/institutions/sync',
-    endpoint.create({
-        resolve: async ({ ctx }) => {
-            ctx.ability.throwUnlessCan('manage', 'Institution')
-            await ctx.queueService
-                .getQueue('sync-institution')
-                .add('sync-finicity-institutions', {})
-        },
-    })
-)
-
-export default router

apps/server/src/app/routes/index.ts

@@ -4,7 +4,6 @@ export { default as connectionsRouter } from './connections.router'
 export { default as usersRouter } from './users.router'
 export { default as webhooksRouter } from './webhooks.router'
 export { default as plaidRouter } from './plaid.router'
-export { default as finicityRouter } from './finicity.router'
 export { default as tellerRouter } from './teller.router'
 export { default as valuationsRouter } from './valuations.router'
 export { default as institutionsRouter } from './institutions.router'

apps/server/src/app/routes/institutions.router.ts

@@ -27,11 +27,10 @@ router.post(
         resolve: async ({ ctx }) => {
             ctx.ability.throwUnlessCan('update', 'Institution')
 
-            // Sync all Plaid + Finicity institutions
-            await ctx.queueService.getQueue('sync-institution').addBulk([
-                { name: 'sync-plaid-institutions', data: {} },
-                { name: 'sync-finicity-institutions', data: {} },
-            ])
+            // Sync all Plaid institutions
+            await ctx.queueService
+                .getQueue('sync-institution')
+                .addBulk([{ name: 'sync-plaid-institutions', data: {} }])
 
             return { success: true }
         },

apps/server/src/app/routes/webhooks.router.ts

@@ -1,7 +1,6 @@
 import { Router } from 'express'
 import { z } from 'zod'
-import type { FinicityTypes } from '@maybe-finance/finicity-api'
-import { validatePlaidJwt, validateFinicitySignature, validateTellerSignature } from '../middleware'
+import { validatePlaidJwt, validateTellerSignature } from '../middleware'
 import endpoint from '../lib/endpoint'
 import stripe from '../lib/stripe'
 import env from '../../env'
@@ -35,74 +34,6 @@ router.post(
     })
 )
 
-router.post(
-    '/finicity/webhook',
-    process.env.NODE_ENV !== 'development'
-        ? validateFinicitySignature
-        : (_req, _res, next) => next(),
-    endpoint.create({
-        input: z
-            .object({
-                eventType: z.string(),
-                eventId: z.string().optional(),
-                customerId: z.string().optional(),
-                payload: z.record(z.any()).optional(),
-            })
-            .passthrough(),
-        async resolve({ input, ctx }) {
-            const { eventType, eventId, customerId } = input
-
-            ctx.logger.info(
-                `rx[finicity_webhook] event eventType=${eventType} eventId=${eventId} customerId=${customerId}`
-            )
-
-            // May contain sensitive info, only print at the debug level
-            ctx.logger.debug(`rx[finicity_webhook] event payload`, input)
-
-            try {
-                await ctx.finicityWebhooks.handleWebhook(input as FinicityTypes.WebhookData)
-            } catch (err) {
-                // record error but don't throw, otherwise Finicity Connect behaves weird
-                ctx.logger.error(`[finicity_webhook] error handling webhook`, err)
-            }
-
-            return { status: 'ok' }
-        },
-    })
-)
-
-router.get('/finicity/txpush', (req, res) => {
-    const { txpush_verification_code } = req.query
-    if (!txpush_verification_code) {
-        return res.status(400).send('request missing txpush_verification_code')
-    }
-
-    return res.status(200).contentType('text/plain').send(txpush_verification_code)
-})
-
-router.post(
-    '/finicity/txpush',
-    endpoint.create({
-        input: z
-            .object({
-                event: z.record(z.any()), // for now we'll just cast this to the appropriate type
-            })
-            .passthrough(),
-        async resolve({ input: { event }, ctx }) {
-            const ev = event as FinicityTypes.TxPushEvent
-
-            ctx.logger.info(`rx[finicity_txpush] event class=${ev.class} type=${ev.type}`)
-
-            // May contain sensitive info, only print at the debug level
-            ctx.logger.debug(`rx[finicity_txpush] event payload`, event)
-
-            await ctx.finicityWebhooks.handleTxPushEvent(ev)
-
-            return { status: 'ok' }
-        },
-    })
-)
-
 router.post(
     '/stripe/webhook',
     endpoint.create({

apps/server/src/env.ts

@@ -36,11 +36,6 @@ const envSchema = z.object({
     NX_PLAID_SECRET: z.string(),
     NX_PLAID_ENV: z.string().default('sandbox'),
 
-    NX_FINICITY_APP_KEY: z.string(),
-    NX_FINICITY_PARTNER_ID: z.string().default('REPLACE_THIS'),
-    NX_FINICITY_PARTNER_SECRET: z.string(),
-    NX_FINICITY_ENV: z.string().default('sandbox'),
-
     NX_TELLER_SIGNING_SECRET: z.string().default('REPLACE_THIS'),
     NX_TELLER_APP_ID: z.string().default('REPLACE_THIS'),
     NX_TELLER_ENV: z.string().default('sandbox'),

apps/workers/src/app/__tests__/finicity.integration.spec.ts

@@ -1,317 +0,0 @@
-import fs from 'fs'
-import type { User } from '@prisma/client'
-import { FinicityTestData } from '../../../../../tools/test-data'
-import { FinicityApi, type FinicityTypes } from '@maybe-finance/finicity-api'
-jest.mock('@maybe-finance/finicity-api')
-import {
-    FinicityETL,
-    FinicityService,
-    type IAccountConnectionProvider,
-} from '@maybe-finance/server/features'
-import { createLogger, etl } from '@maybe-finance/server/shared'
-import prisma from '../lib/prisma'
-import { resetUser } from './helpers/user.test-helper'
-import { transports } from 'winston'
-
-const logger = createLogger({ level: 'debug', transports: [new transports.Console()] })
-const finicity = jest.mocked(new FinicityApi('APP_KEY', 'PARTNER_ID', 'PARTNER_SECRET'))
-
-/** mock implementation of finicity's pagination logic which as of writing uses 1-based indexing */
-function finicityPaginate<T>(data: T[], start = 1, limit = 1_000): T[] {
-    const startIdx = Math.max(0, start - 1)
-    return data.slice(startIdx, startIdx + limit)
-}
-
-describe('Finicity', () => {
-    let user: User
-
-    beforeEach(async () => {
-        jest.clearAllMocks()
-
-        user = await resetUser(prisma)
-    })
-
-    it('syncs connection', async () => {
-        finicity.getCustomerAccounts.mockResolvedValue({ accounts: FinicityTestData.accounts })
-
-        finicity.getAccountTransactions.mockImplementation(({ accountId, start, limit }) => {
-            const transactions = FinicityTestData.transactions.filter(
-                (t) => t.accountId === +accountId
-            )
-
-            const page = finicityPaginate(transactions, start, limit)
-
-            return Promise.resolve({
-                transactions: page,
-                found: transactions.length,
-                displaying: page.length,
-                moreAvailable: page.length < transactions.length ? 'true' : 'false',
-                fromDate: '1588939200',
-                toDate: '1651492800',
-                sort: 'desc',
-            })
-        })
-
-        const finicityETL = new FinicityETL(logger, prisma, finicity)
-
-        const service: IAccountConnectionProvider = new FinicityService(
-            logger,
-            prisma,
-            finicity,
-            finicityETL,
-            '',
-            true
-        )
-
-        const connection = await prisma.accountConnection.create({
-            data: {
-                userId: user.id,
-                name: 'TEST_FINICITY',
-                type: 'finicity',
-                finicityInstitutionId: '101732',
-                finicityInstitutionLoginId: '6000483842',
-            },
-        })
-
-        await service.sync(connection)
-
-        const { accounts } = await prisma.accountConnection.findUniqueOrThrow({
-            where: {
-                id: connection.id,
-            },
-            include: {
-                accounts: {
-                    include: {
-                        transactions: true,
-                        investmentTransactions: true,
-                        holdings: true,
-                        valuations: true,
-                    },
-                },
-            },
-        })
-
-        expect(accounts).toHaveLength(FinicityTestData.accounts.length)
-
-        // eslint-disable-next-line
-        const [auto, mortgage, roth, brokerage, loc, credit, savings, checking] =
-            FinicityTestData.accounts
-
-        // mortgage
-        const mortgageAccount = accounts.find((a) => a.finicityAccountId === mortgage.id)!
-        expect(mortgageAccount.transactions).toHaveLength(
-            FinicityTestData.transactions.filter((t) => t.accountId === +mortgage.id).length
-        )
-        expect(mortgageAccount.holdings).toHaveLength(0)
-        expect(mortgageAccount.valuations).toHaveLength(0)
-        expect(mortgageAccount.investmentTransactions).toHaveLength(0)
-
-        // brokerage
-        const brokerageAccount = accounts.find((a) => a.finicityAccountId === brokerage.id)!
-        expect(brokerageAccount.transactions).toHaveLength(0)
-        expect(brokerageAccount.holdings).toHaveLength(brokerage.position!.length)
-        expect(brokerageAccount.valuations).toHaveLength(0)
-        expect(brokerageAccount.investmentTransactions).toHaveLength(
-            FinicityTestData.transactions.filter((t) => t.accountId === +brokerage.id).length
-        )
-
-        // credit
-        const creditAccount = accounts.find((a) => a.finicityAccountId === credit.id)!
-        expect(creditAccount.transactions).toHaveLength(
-            FinicityTestData.transactions.filter((t) => t.accountId === +credit.id).length
-        )
-        expect(creditAccount.holdings).toHaveLength(0)
-        expect(creditAccount.valuations).toHaveLength(0)
-        expect(creditAccount.investmentTransactions).toHaveLength(0)
-
-        // savings
-        const savingsAccount = accounts.find((a) => a.finicityAccountId === savings.id)!
-        expect(savingsAccount.transactions).toHaveLength(
-            FinicityTestData.transactions.filter((t) => t.accountId === +savings.id).length
-        )
-        expect(savingsAccount.holdings).toHaveLength(0)
-        expect(savingsAccount.valuations).toHaveLength(0)
-        expect(savingsAccount.investmentTransactions).toHaveLength(0)
-
-        // checking
-        const checkingAccount = accounts.find((a) => a.finicityAccountId === checking.id)!
-        expect(checkingAccount.transactions).toHaveLength(
-            FinicityTestData.transactions.filter((t) => t.accountId === +checking.id).length
-        )
-        expect(checkingAccount.holdings).toHaveLength(0)
-        expect(checkingAccount.valuations).toHaveLength(0)
-        expect(checkingAccount.investmentTransactions).toHaveLength(0)
-    })
-
-    it('syncs Betterment investment account', async () => {
-        finicity.getCustomerAccounts.mockResolvedValue({
-            accounts: [FinicityTestData.bettermentAccount],
-        })
-
-        finicity.getAccountTransactions.mockImplementation(({ accountId, start, limit }) => {
-            const transactions = FinicityTestData.bettermentTransactions.filter(
-                (t) => t.accountId === +accountId
-            )
-
-            const page = finicityPaginate(transactions, start, limit)
-
-            return Promise.resolve({
-                transactions: page,
-                found: transactions.length,
-                displaying: page.length,
-                moreAvailable: page.length < transactions.length ? 'true' : 'false',
-                fromDate: '1588939200',
-                toDate: '1651492800',
-                sort: 'desc',
-            })
-        })
-
-        const finicityETL = new FinicityETL(logger, prisma, finicity)
-
-        const connection = await prisma.accountConnection.create({
-            data: {
-                userId: user.id,
-                name: 'TEST[Betterment]',
-                type: 'finicity',
-                finicityInstitutionId: FinicityTestData.bettermentAccount.institutionId,
-                finicityInstitutionLoginId:
-                    FinicityTestData.bettermentAccount.institutionLoginId.toString(),
-            },
-        })
-
-        await etl(finicityETL, connection)
-    })
-
-    it('syncs investment transactions w/o securities', async () => {
-        finicity.getCustomerAccounts.mockResolvedValue({
-            accounts: [FinicityTestData.accounts.find((a) => a.type === 'investment')!],
-        })
-
-        finicity.getAccountTransactions.mockImplementation(({ accountId, start, limit }) => {
-            const transactions: FinicityTypes.Transaction[] = [
-                {
-                    id: 1,
-                    amount: 123,
-                    accountId: +accountId,
-                    customerId: 123,
-                    status: 'active',
-                    description: 'VANGUARD INST INDEX',
-                    memo: 'Contributions',
-                    type: 'Contributions',
-                    unitQuantity: 8.283,
-                    postedDate: 1674043200,
-                    transactionDate: 1674043200,
-                    createdDate: 1674707388,
-                    tradeDate: 1674025200,
-                    settlementDate: 1674043200,
-                    investmentTransactionType: 'contribution',
-                },
-                {
-                    id: 2,
-                    amount: -3.21,
-                    accountId: +accountId,
-                    customerId: 123,
-                    status: 'active',
-                    description: 'VANGUARD TARGET 2045',
-                    memo: 'RECORDKEEPING FEE',
-                    type: 'RECORDKEEPING FEE',
-                    unitQuantity: 0.014,
-                    postedDate: 1672747200,
-                    transactionDate: 1672747200,
-                    createdDate: 1674707388,
-                    tradeDate: 1672729200,
-                    settlementDate: 1672747200,
-                    investmentTransactionType: 'fee',
-                },
-                {
-                    id: 3,
-                    amount: -1.23,
-                    accountId: +accountId,
-                    customerId: 123,
-                    status: 'active',
-                    description: 'VANGUARD INST INDEX',
-                    memo: 'Realized Gain/Loss',
-                    type: 'Realized Gain/Loss',
-                    unitQuantity: 0e-8,
-                    postedDate: 1672747200,
-                    transactionDate: 1672747200,
-                    createdDate: 1674707388,
-                    tradeDate: 1672729200,
-                    settlementDate: 1672747200,
-                    investmentTransactionType: 'other',
-                },
-            ]
-
-            const page = finicityPaginate(transactions, start, limit)
-
-            return Promise.resolve({
-                transactions: page,
-                found: transactions.length,
-                displaying: page.length,
-                moreAvailable: page.length < transactions.length ? 'true' : 'false',
-                fromDate: '1588939200',
-                toDate: '1651492800',
-                sort: 'desc',
-            })
-        })
-
-        const finicityETL = new FinicityETL(logger, prisma, finicity)
-
-        const connection = await prisma.accountConnection.create({
-            data: {
-                userId: user.id,
-                name: 'TEST[Betterment]',
-                type: 'finicity',
-                finicityInstitutionId: FinicityTestData.bettermentAccount.institutionId,
-                finicityInstitutionLoginId:
-                    FinicityTestData.bettermentAccount.institutionLoginId.toString(),
-            },
-        })
-
-        await etl(finicityETL, connection)
-
-        const accounts = await prisma.account.findMany({
-            where: {
-                accountConnectionId: connection.id,
-            },
-            include: {
-                holdings: true,
-                transactions: true,
-                investmentTransactions: true,
-            },
-        })
-        expect(accounts).toHaveLength(1)
-
-        const account = accounts[0]
-        expect(account.holdings).toHaveLength(0)
-        expect(account.transactions).toHaveLength(0)
-        expect(account.investmentTransactions).toHaveLength(3)
-    })
-
-    /**
-     * This test is for debugging w/ real data locally
-     */
-    it.skip('debug', async () => {
-        const data = (name: string) =>
-            JSON.parse(
-                fs.readFileSync(`${process.env.NX_TEST_DATA_FOLDER}/finicity/${name}.json`, 'utf-8')
-            )
-
-        finicity.getCustomerAccounts.mockResolvedValue(data('accounts'))
-        finicity.getAccountTransactions.mockResolvedValue(data('transactions'))
-
-        const finicityETL = new FinicityETL(logger, prisma, finicity)
-
-        const connection = await prisma.accountConnection.create({
-            data: {
-                userId: user.id,
-                name: 'TEST[DEBUG]',
-                type: 'finicity',
-                finicityInstitutionId: '123',
-                finicityInstitutionLoginId: '123',
-            },
-        })
-
-        await etl(finicityETL, connection)
-    })
-})

apps/workers/src/app/__tests__/helpers/user.test-helper.ts

@@ -15,7 +15,6 @@ export async function resetUser(prisma: PrismaClient, authId = '__TEST_USER_ID__
                 data: {
                     authId,
                     email: faker.internet.email(),
-                    finicityCustomerId: faker.string.uuid(),
                     tellerUserId: faker.string.uuid(),
                 },
             }),

apps/workers/src/app/lib/di.ts

@@ -20,8 +20,6 @@ import {
     AccountQueryService,
     AccountService,
     BalanceSyncStrategyFactory,
-    FinicityETL,
-    FinicityService,
     InstitutionProviderFactory,
     InstitutionService,
     InvestmentTransactionBalanceSyncStrategy,
@@ -56,7 +54,6 @@ import Redis from 'ioredis'
 import logger from './logger'
 import prisma from './prisma'
 import plaid from './plaid'
-import finicity from './finicity'
 import teller from './teller'
 import postmark from './postmark'
 import stripe from './stripe'
@@ -118,15 +115,6 @@ const plaidService = new PlaidService(
     ''
 )
 
-const finicityService = new FinicityService(
-    logger.child({ service: 'FinicityService' }),
-    prisma,
-    finicity,
-    new FinicityETL(logger.child({ service: 'FinicityETL' }), prisma, finicity),
-    '',
-    env.NX_FINICITY_ENV === 'sandbox'
-)
-
 const tellerService = new TellerService(
     logger.child({ service: 'TellerService' }),
     prisma,
@@ -141,7 +129,6 @@ const tellerService = new TellerService(
 
 const accountConnectionProviderFactory = new AccountConnectionProviderFactory({
     plaid: plaidService,
-    finicity: finicityService,
     teller: tellerService,
 })
 
@@ -258,7 +245,6 @@ export const securityPricingProcessor: ISecurityPricingProcessor = new SecurityP
 
 const institutionProviderFactory = new InstitutionProviderFactory({
     PLAID: plaidService,
-    FINICITY: finicityService,
     TELLER: tellerService,
 })
 

apps/workers/src/app/lib/finicity.ts

@@ -1,10 +0,0 @@
-import { FinicityApi } from '@maybe-finance/finicity-api'
-import env from '../../env'
-
-const finicity = new FinicityApi(
-    env.NX_FINICITY_APP_KEY,
-    env.NX_FINICITY_PARTNER_ID,
-    env.NX_FINICITY_PARTNER_SECRET
-)
-
-export default finicity

apps/workers/src/env.ts

@@ -10,11 +10,6 @@ const envSchema = z.object({
     NX_PLAID_CLIENT_ID: z.string().default('REPLACE_THIS'),
     NX_PLAID_SECRET: z.string(),
 
-    NX_FINICITY_APP_KEY: z.string(),
-    NX_FINICITY_PARTNER_ID: z.string().default('REPLACE_THIS'),
-    NX_FINICITY_PARTNER_SECRET: z.string(),
-    NX_FINICITY_ENV: z.string().default('sandbox'),
-
     NX_TELLER_SIGNING_SECRET: z.string().default('REPLACE_THIS'),
     NX_TELLER_APP_ID: z.string().default('REPLACE_THIS'),
     NX_TELLER_ENV: z.string().default('sandbox'),
@@ -33,6 +28,8 @@ const envSchema = z.object({
 
     NX_CDN_PRIVATE_BUCKET: z.string().default('REPLACE_THIS'),
     NX_CDN_PUBLIC_BUCKET: z.string().default('REPLACE_THIS'),
+
+    STRIPE_API_KEY: z.string().optional(),
 })
 
 const env = envSchema.parse(process.env)

apps/workers/src/main.ts

@@ -112,11 +112,6 @@ syncInstitutionQueue.process(
     async () => await institutionService.sync('PLAID')
 )
 
-syncInstitutionQueue.process(
-    'sync-finicity-institutions',
-    async () => await institutionService.sync('FINICITY')
-)
-
 syncInstitutionQueue.process(
     'sync-teller-institutions',
     async () => await institutionService.sync('TELLER')
@@ -131,15 +126,6 @@ syncInstitutionQueue.add(
     }
 )
 
-syncInstitutionQueue.add(
-    'sync-finicity-institutions',
-    {},
-    {
-        repeat: { cron: '0 */24 * * *' }, // Run every 24 hours
-        jobId: Date.now().toString(),
-    }
-)
-
 syncInstitutionQueue.add(
     'sync-teller-institutions',
     {},
@@ -154,11 +140,13 @@ syncInstitutionQueue.add(
  */
 sendEmailQueue.process('send-email', async (job) => await emailProcessor.send(job.data))
 
-sendEmailQueue.add(
-    'send-email',
-    { type: 'trial-reminders' },
-    { repeat: { cron: '0 */12 * * *' } } // Run every 12 hours
-)
+if (env.STRIPE_API_KEY) {
+    sendEmailQueue.add(
+        'send-email',
+        { type: 'trial-reminders' },
+        { repeat: { cron: '0 */12 * * *' } } // Run every 12 hours
+    )
+}
 
 // Fallback - usually triggered by errors not handled (or thrown) within the Bull event handlers (see above)
 process.on(

libs/client/features/src/accounts-list/FinicityFixConnectButton.tsx

@@ -1,36 +0,0 @@
-import {
-    useAccountConnectionApi,
-    useAccountContext,
-    useFinicity,
-} from '@maybe-finance/client/shared'
-import { Button } from '@maybe-finance/design-system'
-
-type FinicityFixConnectButtonProps = {
-    accountConnectionId: number
-}
-
-export default function FinicityFixConnectButton({
-    accountConnectionId,
-}: FinicityFixConnectButtonProps) {
-    const { launch } = useFinicity()
-    const { setAccountManager } = useAccountContext()
-
-    const { useCreateFinicityFixConnectUrl } = useAccountConnectionApi()
-
-    const createFixConnectUrl = useCreateFinicityFixConnectUrl({
-        onSuccess({ link }) {
-            launch(link)
-            setAccountManager({ view: 'idle' })
-        },
-    })
-
-    return (
-        <Button
-            variant="primary"
-            onClick={() => createFixConnectUrl.mutate(accountConnectionId)}
-            disabled={createFixConnectUrl.isLoading}
-        >
-            Fix connection
-        </Button>
-    )
-}

libs/client/features/src/accounts-manager/AccountTypeSelector.tsx

@@ -6,7 +6,6 @@ import {
     useAccountContext,
     useDebounce,
     usePlaid,
-    useFinicity,
     useTellerConfig,
     useTellerConnect,
 } from '@maybe-finance/client/shared'
@@ -39,7 +38,6 @@ export default function AccountTypeSelector({
     const config = useTellerConfig(logger)
 
     const { openPlaid } = usePlaid()
-    const { openFinicity } = useFinicity()
     const { open: openTeller } = useTellerConnect(config, logger)
 
     const inputRef = useRef<HTMLInputElement>(null)
@@ -80,9 +78,6 @@ export default function AccountTypeSelector({
                             case 'PLAID':
                                 openPlaid(providerInstitution.providerId)
                                 break
-                            case 'FINICITY':
-                                openFinicity(providerInstitution.providerId)
-                                break
                             case 'TELLER':
                                 openTeller(providerInstitution.providerId)
                                 break
@@ -158,9 +153,6 @@ export default function AccountTypeSelector({
                                     case 'PLAID':
                                         openPlaid(data.providerId)
                                         break
-                                    case 'FINICITY':
-                                        openFinicity(data.providerId)
-                                        break
                                     case 'TELLER':
                                         openTeller(data.providerId)
                                         break

libs/client/features/src/accounts-manager/InstitutionGrid.tsx

@@ -72,18 +72,10 @@ const brokerages: GridImage[] = [
     {
         src: 'fidelity.png',
         alt: 'Fidelity',
-        institution: {
-            provider: 'FINICITY',
-            providerId: '9913',
-        },
     },
     {
         src: 'vanguard.png',
         alt: 'Vanguard',
-        institution: {
-            provider: 'FINICITY',
-            providerId: '3078',
-        },
     },
     {
         src: 'wealthfront.png',

libs/client/features/src/layout/DesktopLayout.tsx

@@ -16,7 +16,6 @@ import {
     RiFolderOpenLine,
     RiMenuFoldLine,
     RiMenuUnfoldLine,
-    RiMore2Fill,
     RiPieChart2Line,
     RiFlagLine,
     RiArrowRightSLine,
@@ -191,9 +190,11 @@ export function DesktopLayout({ children, sidebar }: DesktopLayoutProps) {
                         </div>
                     </Tooltip>
 
-                    <Link href="/settings">
-                        <ProfileCircle />
-                    </Link>
+                    <MenuPopover
+                        isHeader={false}
+                        icon={<ProfileCircle />}
+                        buttonClassName="w-12 h-12 rounded-full"
+                    />
                 </div>
             </nav>
 
@@ -313,7 +314,6 @@ function DefaultContent({
     email,
 }: PropsWithChildren<{ onboarding?: ReactNode; name?: string; email?: string }>) {
     const { addAccount } = useAccountContext()
-
     return (
         <>
             <div className="flex items-center justify-between mb-4">
@@ -338,14 +338,13 @@ function DefaultContent({
 
             {onboarding && onboarding}
 
-            <UpgradePrompt />
+            {process.env.STRIPE_API_KEY && <UpgradePrompt />}
 
             <div className="flex items-center justify-between">
                 <div className="text-base">
                     <p data-testid="user-name">{name ?? ''}</p>
                     <p className="text-gray-100">{email ?? ''}</p>
                 </div>
-                <MenuPopover isHeader={false} icon={<RiMore2Fill />} />
             </div>
         </>
     )

libs/client/features/src/layout/MenuPopover.tsx

@@ -6,19 +6,24 @@ import {
     RiShutDownLine as LogoutIcon,
     RiDatabase2Line,
 } from 'react-icons/ri'
+import classNames from 'classnames'
 
 export function MenuPopover({
     icon,
+    buttonClassName,
     placement = 'top-end',
     isHeader,
 }: {
     icon: JSX.Element
+    buttonClassName?: string
     placement?: ComponentProps<typeof Menu.Item>['placement']
     isHeader: boolean
 }) {
     return (
         <Menu>
-            <Menu.Button variant="icon">{icon}</Menu.Button>
+            <Menu.Button variant="icon" className={classNames(buttonClassName)}>
+                {icon}
+            </Menu.Button>
             <Menu.Items
                 placement={placement}
                 className={isHeader ? 'bg-gray-600' : 'min-w-[200px]'}

libs/client/features/src/layout/MobileLayout.tsx

@@ -174,7 +174,7 @@ export function MobileLayout({ children, sidebar }: MobileLayoutProps) {
                         </section>
 
                         <div className="pt-6 shrink-0">
-                            <UpgradePrompt />
+                            {process.env.STRIPE_API_KEY && <UpgradePrompt />}
                         </div>
                     </div>
                 </div>

libs/client/features/src/onboarding/steps/Intro.tsx

@@ -13,7 +13,7 @@ export function Intro({ onNext, title }: StepProps) {
                 <div className="flex justify-center">
                     <Wave />
                 </div>
-                <h2 className="mt-6">{title}</h2>
+                <h2 className="mt-6 text-pretty">{title}</h2>
                 <p className="mt-2 text-base text-gray-50">
                     We&rsquo;re super excited you&rsquo;re here. In the next step we&rsquo;ll ask
                     you a few questions to complete your profile and get you all set up.

libs/client/features/src/onboarding/steps/Profile.tsx

@@ -116,7 +116,7 @@ function ProfileForm({ title, onSubmit, defaultValues }: ProfileViewProps) {
 
     return (
         <div className="w-full max-w-md mx-auto">
-            <h3 className="text-center">{title}</h3>
+            <h3 className="text-center text-pretty">{title}</h3>
             <p className="mt-4 text-base text-gray-50">
                 We&rsquo;ll need a few things from you to offer a personal experience when it comes
                 to building plans or receiving advice from our advisors.

libs/client/features/src/onboarding/steps/Welcome.tsx

@@ -55,7 +55,7 @@ export function Welcome({ title: stepTitle, onNext }: StepProps) {
             >
                 <div className="max-w-md grow">
                     <img src="/assets/maybe.svg" className="h-8" alt="Maybe" />
-                    <h3 className="mt-14">{stepTitle}</h3>
+                    <h3 className="mt-14 text-pretty">{stepTitle}</h3>
                     <p className="mt-2 text-base text-gray-50">
                         We made you a little something to celebrate you taking your first steps in
                         Maybe. Feel free to share and don&rsquo;t forget to flip the card!

libs/client/features/src/onboarding/steps/YourMaybe.tsx

@@ -130,7 +130,7 @@ export function YourMaybe({ title, onNext }: StepProps) {
                 <div className="flex justify-center">
                     <Fire />
                 </div>
-                <h2 className="mt-6 text-center">{title}</h2>
+                <h2 className="mt-6 text-center text-pretty">{title}</h2>
                 <p className="mt-2 text-center text-base text-gray-50">
                     A maybe is a goal or dream you&rsquo;re considering, but have not yet fully
                     committed to because you&rsquo;re not yet sure if it&rsquo;s financially

libs/client/features/src/onboarding/steps/setup/AddFirstAccount.tsx

@@ -31,7 +31,7 @@ export function AddFirstAccount({ title, onNext }: StepProps) {
                         unmount={false}
                     >
                         <div className="relative">
-                            <h3>{title}</h3>
+                            <h3 className="text-pretty">{title}</h3>
                             <div className="text-base text-gray-50">
                                 <p className="mt-2">
                                     To get the most out of Maybe you need to add your financial

libs/client/features/src/onboarding/steps/setup/EmailVerification.tsx

@@ -77,7 +77,7 @@ export function EmailVerification({ title, onNext }: StepProps) {
                     )}
                 </div>
             </div>
-            <h3 className="mt-12 text-center">
+            <h3 className="mt-12 text-center text-pretty">
                 {profile.data?.emailVerified ? 'Email verified' : title}
             </h3>
             <div className="text-base text-center">

libs/client/features/src/onboarding/steps/setup/OtherAccounts.tsx

@@ -105,7 +105,7 @@ export function OtherAccounts({ title, onNext }: StepProps) {
         <div className="min-h-[700px] overflow-x-hidden">
             <div className="flex max-w-5xl mx-auto gap-32 justify-center sm:justify-start">
                 <div className="grow max-w-md sm:mt-12 text-center sm:text-start">
-                    <h3>{title}</h3>
+                    <h3 className="text-pretty">{title}</h3>
                     <p className="mt-2 text-base text-gray-50">
                         You can select bank accounts if there are any other accounts you&rsquo;d
                         like to add. Feel free to select more than one. We&rsquo;ll add these to

libs/client/features/src/user-billing/BillingPreferences.tsx

@@ -78,7 +78,9 @@ export function BillingPreferences() {
                     </div>
                 )}
             </div>
-            <UpgradeTakeover open={takeoverOpen} onClose={() => setTakeoverOpen(false)} />
+            {process.env.STRIPE_API_KEY && (
+                <UpgradeTakeover open={takeoverOpen} onClose={() => setTakeoverOpen(false)} />
+            )}
         </>
     )
 }

libs/client/shared/src/api/index.ts

@@ -1,7 +1,6 @@
 export * from './useAccountApi'
 export * from './useAccountConnectionApi'
 export * from './useAuthUserApi'
-export * from './useFinicityApi'
 export * from './useInstitutionApi'
 export * from './useUserApi'
 export * from './usePlaidApi'

libs/client/shared/src/api/useAccountConnectionApi.ts

@@ -33,13 +33,6 @@ const AccountConnectionApi = (axios: AxiosInstance) => ({
         return data
     },
 
-    async createFinicityFixConnectUrl(id: SharedType.AccountConnection['id']) {
-        const { data } = await axios.post<{ link: string }>(
-            `/connections/${id}/finicity/fix-connect`
-        )
-        return data
-    },
-
     async disconnect(id: SharedType.AccountConnection['id']) {
         const { data } = await axios.post<SharedType.AccountConnection>(
             `/connections/${id}/disconnect`
@@ -119,10 +112,6 @@ export function useAccountConnectionApi() {
     const useCreatePlaidLinkToken = (mode: SharedType.PlaidLinkUpdateMode) =>
         useMutation((id: SharedType.AccountConnection['id']) => api.createPlaidLinkToken(id, mode))
 
-    const useCreateFinicityFixConnectUrl = (
-        options?: UseMutationOptions<{ link: string }, unknown, number, unknown>
-    ) => useMutation(api.createFinicityFixConnectUrl, options)
-
     const useDisconnectConnection = () =>
         useMutation(api.disconnect, {
             onSuccess: (data) => {
@@ -188,7 +177,6 @@ export function useAccountConnectionApi() {
         useDeleteConnection,
         useDeleteAllConnections,
         useCreatePlaidLinkToken,
-        useCreateFinicityFixConnectUrl,
         useReconnectConnection,
         useDisconnectConnection,
         useSyncConnection,

libs/client/shared/src/api/useFinicityApi.ts

@@ -1,22 +0,0 @@
-import { useMemo } from 'react'
-import type { AxiosInstance } from 'axios'
-import { useMutation } from '@tanstack/react-query'
-import { useAxiosWithAuth } from '../hooks/useAxiosWithAuth'
-
-const FinicityApi = (axios: AxiosInstance) => ({
-    async generateConnectUrl(institutionId: string) {
-        const { data } = await axios.post<{ link: string }>('/finicity/connect-url', {
-            institutionId,
-        })
-        return data.link
-    },
-})
-
-export function useFinicityApi() {
-    const { axios } = useAxiosWithAuth()
-    const api = useMemo(() => FinicityApi(axios), [axios])
-
-    const useGenerateConnectUrl = () => useMutation(api.generateConnectUrl)
-
-    return { useGenerateConnectUrl }
-}

libs/client/shared/src/hooks/index.ts

@@ -1,6 +1,5 @@
 export * from './useAxiosWithAuth'
 export * from './useDebounce'
-export * from './useFinicity'
 export * from './useInterval'
 export * from './useLastUpdated'
 export * from './useLocalStorage'

libs/client/shared/src/hooks/useFinicity.ts

@@ -1,70 +0,0 @@
-import { useCallback } from 'react'
-import toast from 'react-hot-toast'
-import * as Sentry from '@sentry/react'
-import type {
-    ConnectCancelEvent,
-    ConnectDoneEvent,
-    ConnectErrorEvent,
-} from '@finicity/connect-web-sdk'
-import { useFinicityApi } from '../api'
-import { useAccountContext, useUserAccountContext } from '../providers'
-import { useLogger } from './useLogger'
-
-export function useFinicity() {
-    const logger = useLogger()
-
-    const { useGenerateConnectUrl } = useFinicityApi()
-    const generateConnectUrl = useGenerateConnectUrl()
-
-    const { setExpectingAccounts } = useUserAccountContext()
-    const { setAccountManager } = useAccountContext()
-
-    const launch = useCallback(
-        async (linkOrPromise: string | Promise<string>) => {
-            const toastId = toast.loading('Initializing Finicity...', { duration: 10_000 })
-
-            const [{ FinicityConnect }, link] = await Promise.all([
-                import('@finicity/connect-web-sdk'),
-                linkOrPromise,
-            ])
-
-            toast.dismiss(toastId)
-
-            FinicityConnect.launch(link, {
-                onDone(evt: ConnectDoneEvent) {
-                    logger.debug(`Finicity Connect onDone event`, evt)
-                    setExpectingAccounts(true)
-                },
-                onError(evt: ConnectErrorEvent) {
-                    logger.error(`Finicity Connect exited with error`, evt)
-                    Sentry.captureEvent({
-                        level: 'error',
-                        message: 'FINICITY_CONNECT_ERROR',
-                        tags: {
-                            'finicity.error.code': evt.code,
-                            'finicity.error.reason': evt.reason,
-                        },
-                    })
-                },
-                onCancel(evt: ConnectCancelEvent) {
-                    logger.debug(`Finicity Connect onCancel event`, evt)
-                },
-                onUser() {
-                    // ...
-                },
-                onRoute() {
-                    // ...
-                },
-            })
-        },
-        [logger, setExpectingAccounts]
-    )
-
-    return {
-        launch,
-        openFinicity: async (institutionId: string) => {
-            launch(generateConnectUrl.mutateAsync(institutionId))
-            setAccountManager({ view: 'idle' })
-        },
-    }
-}

libs/client/shared/src/providers/AccountContextProvider.tsx

@@ -48,7 +48,6 @@ export type UpdateLiabilityFields = CreateLiabilityFields
 type AccountManager =
     | { view: 'idle' }
     | { view: 'add-plaid'; linkToken: string }
-    | { view: 'add-finicity' }
     | { view: 'add-teller' }
     | { view: 'add-account' }
     | { view: 'add-property'; defaultValues: Partial<CreatePropertyFields> }

libs/design-system/src/lib/Button/Button.tsx

@@ -42,6 +42,9 @@ export type ButtonProps = Omit<React.ButtonHTMLAttributes<HTMLButtonElement>, 'a
         className?: string
 
         leftIcon?: ReactNode
+
+        /** Display spinner based on the value passed */
+        isLoading?: boolean
     }>
 
 function Button(
@@ -53,6 +56,7 @@ function Button(
         children,
         className,
         leftIcon,
+        isLoading = false,
         ...rest
     }: ButtonProps,
     ref: React.Ref<HTMLElement>
@@ -81,8 +85,43 @@ function Button(
         >
             {leftIcon && <span className="mr-1.5">{leftIcon}</span>}
             {children}
+            {isLoading && Tag === 'button' && (
+                <span className="ml-1.5">
+                    <Spinner fill={variant === 'primary' ? '#16161A' : '#FFFFFF'} />
+                </span>
+            )}
         </Tag>
     )
 }
 
+// Add a spinner to Button component and toggle it via flag
+
+interface SpinnerProps {
+    fill: string
+}
+
+function Spinner({ fill }: SpinnerProps): JSX.Element {
+    return (
+        <svg width="20" height="20" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
+            <path
+                d="M12,1A11,11,0,1,0,23,12,11,11,0,0,0,12,1Zm0,19a8,8,0,1,1,8-8A8,8,0,0,1,12,20Z"
+                opacity=".25"
+                fill={fill}
+            />
+            <path
+                d="M10.72,19.9a8,8,0,0,1-6.5-9.79A7.77,7.77,0,0,1,10.4,4.16a8,8,0,0,1,9.49,6.52A1.54,1.54,0,0,0,21.38,12h.13a1.37,1.37,0,0,0,1.38-1.54,11,11,0,1,0-12.7,12.39A1.54,1.54,0,0,0,12,21.34h0A1.47,1.47,0,0,0,10.72,19.9Z"
+                fill={fill}
+            >
+                <animateTransform
+                    attributeName="transform"
+                    type="rotate"
+                    dur="0.75s"
+                    values="0 12 12;360 12 12"
+                    repeatCount="indefinite"
+                />
+            </path>
+        </svg>
+    )
+}
+
 export default React.forwardRef(Button)

libs/finicity-api/.babelrc

@@ -1,3 +0,0 @@
-{
-    "presets": [["@nrwl/web/babel", { "useBuiltIns": "usage" }]]
-}

libs/finicity-api/.eslintrc.json

@@ -1,18 +0,0 @@
-{
-    "extends": ["../../.eslintrc.json"],
-    "ignorePatterns": ["!**/*"],
-    "overrides": [
-        {
-            "files": ["*.ts", "*.tsx", "*.js", "*.jsx"],
-            "rules": {}
-        },
-        {
-            "files": ["*.ts", "*.tsx"],
-            "rules": {}
-        },
-        {
-            "files": ["*.js", "*.jsx"],
-            "rules": {}
-        }
-    ]
-}

libs/finicity-api/README.md

@@ -1,7 +0,0 @@
-# finicity-api
-
-This library was generated with [Nx](https://nx.dev).
-
-## Running unit tests
-
-Run `nx test finicity-api` to execute the unit tests via [Jest](https://jestjs.io).

libs/finicity-api/jest.config.ts

@@ -1,16 +0,0 @@
-/* eslint-disable */
-export default {
-    displayName: 'finicity-api',
-    preset: '../../jest.preset.js',
-    globals: {
-        'ts-jest': {
-            tsconfig: '<rootDir>/tsconfig.spec.json',
-        },
-    },
-    testEnvironment: 'node',
-    transform: {
-        '^.+\\.[tj]sx?$': 'ts-jest',
-    },
-    moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],
-    coverageDirectory: '../../coverage/libs/finicity-api',
-}

libs/finicity-api/src/finicity-api.ts

@@ -1,294 +0,0 @@
-import type { AxiosInstance, AxiosRequestConfig } from 'axios'
-import type {
-    AddCustomerRequest,
-    AddCustomerResponse,
-    AuthenticationResponse,
-    DeleteCustomerAccountsByInstitutionLoginRequest,
-    DeleteCustomerAccountsByInstitutionLoginResponse,
-    GenerateConnectUrlResponse,
-    GenerateFixConnectUrlRequest,
-    GenerateLiteConnectUrlRequest,
-    GetAccountTransactionsRequest,
-    GetAccountTransactionsResponse,
-    GetCustomerAccountRequest,
-    GetCustomerAccountResponse,
-    GetCustomerAccountsRequest,
-    GetCustomerAccountsResponse,
-    GetInstitutionsRequest,
-    GetInstitutionsResponse,
-    LoadHistoricTransactionsRequest,
-    RefreshCustomerAccountRequest,
-    TxPushDisableRequest,
-    TxPushSubscriptionRequest,
-    TxPushSubscriptions,
-} from './types'
-import { DateTime } from 'luxon'
-import axios from 'axios'
-
-const is2xx = (status: number): boolean => status >= 200 && status < 300
-
-/**
- * Basic typed mapping for Finicity API
- */
-export class FinicityApi {
-    private api: AxiosInstance | null = null
-    private tokenTimestamp: DateTime | null = null
-
-    constructor(
-        private readonly appKey: string,
-        private readonly partnerId: string,
-        private readonly partnerSecret: string
-    ) {}
-
-    /**
-     * Search for supported financial institutions
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/institutions/get-institutions
-     */
-    async getInstitutions(options: GetInstitutionsRequest): Promise<GetInstitutionsResponse> {
-        return this.get<GetInstitutionsResponse>(`/institution/v2/institutions`, options)
-    }
-
-    /**
-     * Enroll an active or testing customer
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/customer/add-customer
-     */
-    async addCustomer(options: AddCustomerRequest): Promise<AddCustomerResponse> {
-        return this.post<AddCustomerResponse>(`/aggregation/v2/customers/active`, options)
-    }
-
-    /**
-     * Enroll a testing customer
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/customer/add-testing-customer
-     */
-    async addTestingCustomer(options: AddCustomerRequest): Promise<AddCustomerResponse> {
-        return this.post<AddCustomerResponse>(`/aggregation/v2/customers/testing`, options)
-    }
-
-    /**
-     * Generate a Connect Lite URL
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/connect/generate-v2-lite-connect-url
-     */
-    async generateLiteConnectUrl(
-        options: Omit<GenerateLiteConnectUrlRequest, 'partnerId'>
-    ): Promise<GenerateConnectUrlResponse> {
-        return this.post<{ link: string }>(`/connect/v2/generate/lite`, {
-            partnerId: this.partnerId,
-            ...options,
-        })
-    }
-
-    /**
-     * Generate a Fix Connect URL
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/connect/generate-v2-fix-connect-url
-     */
-    async generateFixConnectUrl(
-        options: Omit<GenerateFixConnectUrlRequest, 'partnerId'>
-    ): Promise<GenerateConnectUrlResponse> {
-        return this.post<GenerateConnectUrlResponse>(`/connect/v2/generate/fix`, {
-            partnerId: this.partnerId,
-            ...options,
-        })
-    }
-
-    /**
-     * Get details for all accounts owned by a customer, optionally for a specific institution
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/accounts/get-customer-accounts
-     */
-    async getCustomerAccounts(
-        options: GetCustomerAccountsRequest
-    ): Promise<GetCustomerAccountsResponse> {
-        const { customerId, ...rest } = options
-
-        return this.get<GetCustomerAccountsResponse>(
-            `/aggregation/v2/customers/${customerId}/accounts`,
-            rest,
-            {
-                validateStatus: (status) => is2xx(status) && status !== 203,
-            }
-        )
-    }
-
-    /**
-     * Get details for an account
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/accounts/get-customer-account
-     */
-    async getCustomerAccount(
-        options: GetCustomerAccountRequest
-    ): Promise<GetCustomerAccountResponse> {
-        const { customerId, accountId, ...rest } = options
-
-        return this.get<GetCustomerAccountResponse>(
-            `/aggregation/v2/customers/${customerId}/accounts/${accountId}`,
-            rest,
-            {
-                validateStatus: (status) => is2xx(status) && status !== 203,
-            }
-        )
-    }
-
-    /**
-     * Refresh accounts
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/accounts/refresh-customer-accounts
-     */
-    async refreshCustomerAccounts({
-        customerId,
-    }: RefreshCustomerAccountRequest): Promise<GetCustomerAccountsResponse> {
-        return this.post<GetCustomerAccountsResponse>(
-            `/aggregation/v1/customers/${customerId}/accounts`,
-            undefined,
-            {
-                timeout: 120_000,
-                validateStatus: (status) => is2xx(status) && status !== 203,
-            }
-        )
-    }
-
-    async deleteCustomerAccountsByInstitutionLogin(
-        options: DeleteCustomerAccountsByInstitutionLoginRequest
-    ): Promise<DeleteCustomerAccountsByInstitutionLoginResponse> {
-        const { customerId, institutionLoginId, ...rest } = options
-
-        return this.delete<DeleteCustomerAccountsByInstitutionLoginResponse>(
-            `/aggregation/v1/customers/${customerId}/institutionLogins/${institutionLoginId}`,
-            rest
-        )
-    }
-
-    /**
-     * Get transactions for an account
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/transactions/get-customer-account-transactions
-     */
-    async getAccountTransactions(
-        options: GetAccountTransactionsRequest
-    ): Promise<GetAccountTransactionsResponse> {
-        const { customerId, accountId, ...rest } = options
-
-        return this.get<GetAccountTransactionsResponse>(
-            `/aggregation/v4/customers/${customerId}/accounts/${accountId}/transactions`,
-            rest,
-            {
-                validateStatus: (status) => is2xx(status) && status !== 203,
-            }
-        )
-    }
-
-    /**
-     * Load historic transactions for an account
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/accounts/load-historic-transactions-for-customer-account
-     */
-    async loadHistoricTransactions({
-        customerId,
-        accountId,
-    }: LoadHistoricTransactionsRequest): Promise<void> {
-        await this.post(
-            `/aggregation/v1/customers/${customerId}/accounts/${accountId}/transactions/historic`,
-            {},
-            {
-                timeout: 180_000,
-                validateStatus: (status) => is2xx(status) && status !== 203,
-            } // 180 second timeout recommended by Finicity
-        )
-    }
-
-    /**
-     * Subscribe to TxPUSH notifications
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/txpush/subscribe-to-txpush-notifications
-     */
-    async subscribeTxPush({
-        customerId,
-        accountId,
-        callbackUrl,
-    }: TxPushSubscriptionRequest): Promise<TxPushSubscriptions> {
-        return this.post(`/aggregation/v1/customers/${customerId}/accounts/${accountId}/txpush`, {
-            callbackUrl,
-        })
-    }
-
-    /**
-     * Disable TxPUSH notifications
-     *
-     * https://api-reference.finicity.com/#/rest/api-endpoints/txpush/disable-txpush-notifications
-     */
-    async disableTxPush({ customerId, accountId }: TxPushDisableRequest): Promise<void> {
-        await this.delete(`/aggregation/v1/customers/${customerId}/accounts/${accountId}/txpush`)
-    }
-
-    private async getApi(): Promise<AxiosInstance> {
-        const tokenAge =
-            this.tokenTimestamp && Math.abs(this.tokenTimestamp.diffNow('minutes').minutes)
-
-        // Refresh token if over 90 minutes old (https://api-reference.finicity.com/#/rest/api-endpoints/authentication/partner-authentication)
-        if (!this.api || !tokenAge || (tokenAge && tokenAge > 90)) {
-            const token = (
-                await axios.post<AuthenticationResponse>(
-                    'https://api.finicity.com/aggregation/v2/partners/authentication',
-                    {
-                        partnerId: this.partnerId,
-                        partnerSecret: this.partnerSecret,
-                    },
-                    {
-                        headers: {
-                            'Finicity-App-Key': this.appKey,
-                            Accept: 'application/json',
-                        },
-                    }
-                )
-            ).data.token
-
-            this.tokenTimestamp = DateTime.now()
-
-            this.api = axios.create({
-                baseURL: `https://api.finicity.com`,
-                timeout: 30_000,
-                headers: {
-                    'Finicity-App-Token': token,
-                    'Finicity-App-Key': this.appKey,
-                    Accept: 'application/json',
-                },
-            })
-        }
-
-        return this.api
-    }
-
-    /** Generic API GET request method */
-    private async get<TResponse>(
-        path: string,
-        params?: any,
-        config?: AxiosRequestConfig
-    ): Promise<TResponse> {
-        const api = await this.getApi()
-        return api.get<TResponse>(path, { params, ...config }).then(({ data }) => data)
-    }
-
-    /** Generic API POST request method */
-    private async post<TResponse>(
-        path: string,
-        body?: any,
-        config?: AxiosRequestConfig
-    ): Promise<TResponse> {
-        const api = await this.getApi()
-        return api.post<TResponse>(path, body, config).then(({ data }) => data)
-    }
-
-    /** Generic API DELETE request method */
-    private async delete<TResponse>(
-        path: string,
-        params?: any,
-        config?: AxiosRequestConfig
-    ): Promise<TResponse> {
-        const api = await this.getApi()
-        return api.delete<TResponse>(path, { params, ...config }).then(({ data }) => data)
-    }
-}

libs/finicity-api/src/index.ts

@@ -1,2 +0,0 @@
-export * from './finicity-api'
-export * as FinicityTypes from './types'

libs/finicity-api/src/types/accounts.ts

@@ -1,163 +0,0 @@
-/** https://api-reference.finicity.com/#/rest/models/enumerations/account-type */
-export type AccountType =
-    | 'checking'
-    | 'savings'
-    | 'cd'
-    | 'moneyMarket'
-    | 'creditCard'
-    | 'lineOfCredit'
-    | 'investment'
-    | 'brokerageAccount'
-    | 'pension'
-    | 'profitSharingPlan'
-    | 'investmentTaxDeferred'
-    | 'employeeStockPurchasePlan'
-    | 'ira'
-    | 'simpleIRA'
-    | 'sepIRA'
-    | '401k'
-    | 'roth'
-    | 'roth401k'
-    | '403b'
-    | '529'
-    | '529plan'
-    | 'rollover'
-    | 'ugma'
-    | 'utma'
-    | 'keogh'
-    | '457'
-    | '457plan'
-    | '401a'
-    | 'cryptocurrency'
-    | 'mortgage'
-    | 'loan'
-    | 'studentLoan'
-    | 'studentLoanGroup'
-    | 'studentLoanAccount'
-
-/** https://api-reference.finicity.com/#/rest/models/structures/customer-account-position */
-export type CustomerAccountPosition = {
-    [key: string]: any
-    id?: number
-    description?: string
-    securityId?: string
-    securityIdType?: string
-    symbol?: string
-    /** @deprecated finicity still uses this field in lieu of `units` for some accounts (eg. Citibank) as of 2023-01-30 */
-    quantity?: number
-    units?: number
-    currentPrice?: number
-    securityName?: string
-    /** @deprecated undocumented field */
-    fundName?: string
-    transactionType?: string
-    marketValue?: number | string
-    costBasis?: number
-    status?: string
-    currentPriceDate?: number
-    invSecurityType?: string
-    mfType?: string
-    posType?: string
-    totalGLDollar?: number
-    totalGLPercent?: number
-    securityType?: string
-    securityCurrency?: string
-    fiAssetClass?: string
-    assetClass?: string
-}
-
-/** https://api-reference.finicity.com/#/rest/models/structures/customer-account-detail */
-export type CustomerAccountDetail = {
-    [key: string]: any
-    availableBalanceAmount?: number
-    availableCashBalance?: number
-    interestRate?: string
-    creditAvailableAmount?: number
-    paymentMinAmount?: number
-    statementCloseBalance?: number
-    locPrincipalBalance?: number
-    paymentDueDate?: number
-    statementEndDate?: number
-    vestedBalance?: number
-    currentLoanBalance?: number
-    payoffAmount?: number
-    principalBalance?: number
-    autoPayEnrolled?: 'Y' | 'N'
-    firstMortgage?: 'Y' | 'N'
-    recurringPaymentAmount?: number
-    lender?: string
-    endingBalanceAmount?: number
-    loanTermType?: string
-    paymentsMade?: number
-    balloonAmount?: number
-    paymentsRemaining?: number
-    loanMinAmtDue?: number
-    loanPaymentFreq?: string
-}
-
-/** https://api-reference.finicity.com/#/rest/models/structures/customer-account */
-export type CustomerAccount = {
-    [key: string]: any
-    id: string
-    accountNumberDisplay: string
-    realAccountNumberLast4?: string
-    name: string
-    balance?: number
-    type: AccountType
-    aggregationStatusCode?: number
-    status: string
-    customerId: string
-    institutionId: string
-    balanceDate: number
-    aggregationSuccessDate?: number
-    aggregationAttemptDate?: number
-    createdDate: number
-    currency: string
-    lastTransactionDate?: number
-    /** Incorrectly shown as "Required" in Finicity docs */
-    oldestTransactionDate?: number
-    institutionLoginId: number
-    detail?: CustomerAccountDetail
-    position?: CustomerAccountPosition[]
-    displayPosition: number
-    parentAccount?: number
-
-    /** Not in Finicity docs */
-    accountNickname?: string
-    /** Not in Finicity docs */
-    marketSegment?: string
-
-    /** @deprecated */
-    number?: string
-}
-
-/** https://api-reference.finicity.com/#/rest/api-endpoints/accounts/get-customer-accounts */
-export type GetCustomerAccountsRequest = {
-    customerId: string
-    status?: string
-}
-
-/** https://api-reference.finicity.com/#/rest/models/structures/customer-accounts */
-export type GetCustomerAccountsResponse = {
-    accounts: CustomerAccount[]
-}
-
-/** https://api-reference.finicity.com/#/rest/api-endpoints/accounts/get-customer-account */
-export type GetCustomerAccountRequest = {
-    customerId: string
-    accountId: number
-}
-
-export type GetCustomerAccountResponse = CustomerAccount
-
-export type RefreshCustomerAccountRequest = {
-    customerId: string | number
-}
-
-/** https://api-reference.finicity.com/#/rest/api-endpoints/accounts/delete-customer-accounts-by-institution-login */
-export type DeleteCustomerAccountsByInstitutionLoginRequest = {
-    customerId: string
-    institutionLoginId: number
-}
-
-export type DeleteCustomerAccountsByInstitutionLoginResponse = void

libs/finicity-api/src/types/authentication.ts

@@ -1,4 +0,0 @@
-/** https://api-reference.finicity.com/#/rest/models/structures/authentication-response */
-export type AuthenticationResponse = {
-    token: string
-}

libs/finicity-api/src/types/connect.ts

@@ -1,32 +0,0 @@
-/** https://api-reference.finicity.com/#/rest/models/structures/generate-connect-url-request-lite-v2 */
-export type GenerateLiteConnectUrlRequest = {
-    partnerId: string
-    customerId: string
-    institutionId: string
-    redirectUri?: string
-    webhook?: string
-    webhookContentType?: string
-    webhookData?: object
-    webhookHeaders?: object
-    experience?: string
-    singleUseUrl?: boolean
-}
-
-/** https://api-reference.finicity.com/#/rest/models/structures/generate-connect-url-request-fix-v2 */
-export type GenerateFixConnectUrlRequest = {
-    partnerId: string
-    customerId: string
-    institutionLoginId: string | number
-    redirectUri?: string
-    webhook?: string
-    webhookContentType?: string
-    webhookData?: object
-    webhookHeaders?: object
-    experience?: string
-    singleUseUrl?: boolean
-}
-
-/** https://api-reference.finicity.com/#/rest/models/structures/generate-connect-url-response */
-export type GenerateConnectUrlResponse = {
-    link: string
-}

libs/finicity-api/src/types/customers.ts

@@ -1,14 +0,0 @@
-/** https://api-reference.finicity.com/#/rest/models/structures/add-customer-request */
-export type AddCustomerRequest = {
-    username: string
-    firstName?: string
-    lastName?: string
-    applicationId?: string
-}
-
-/** https://api-reference.finicity.com/#/rest/models/structures/add-customer-response */
-export type AddCustomerResponse = {
-    id: string
-    username: string
-    createdDate: string
-}

libs/finicity-api/src/types/index.ts

@@ -1,8 +0,0 @@
-export * from './accounts'
-export * from './authentication'
-export * from './connect'
-export * from './customers'
-export * from './institutions'
-export * from './transactions'
-export * from './webhooks'
-export * from './txpush'

libs/finicity-api/src/types/institutions.ts

@@ -1,65 +0,0 @@
-/** https://api-reference.finicity.com/#/rest/models/structures/institution-address */
-export type InstitutionAddress = {
-    city?: string
-    state?: string
-    country?: string
-    postalCode?: string
-    addressLine1?: string
-    addressLine2?: string
-}
-
-/** https://api-reference.finicity.com/#/rest/models/structures/get-institutions-institution-branding */
-export type InstitutionBranding = {
-    logo?: string
-    alternateLogo?: string
-    icon?: string
-    primaryColor?: string
-    tile?: string
-}
-
-/** https://api-reference.finicity.com/#/rest/models/structures/institution */
-export type Institution = {
-    id: number
-    name?: string
-    transAgg: boolean
-    ach: boolean
-    stateAgg: boolean
-    voi: boolean
-    voa: boolean
-    aha: boolean
-    availBalance: boolean
-    accountOwner: boolean
-    accountTypeDescription?: string
-    phone?: string
-    urlHomeApp?: string
-    urlLogonApp?: string
-    oauthEnabled: boolean
-    urlForgotPassword?: string
-    urlOnlineRegistration?: string
-    class?: string
-    specialText?: string
-    specialInstructions?: string[]
-    address?: InstitutionAddress
-    currency: string
-    email?: string
-    status: string
-    newInstitutionId?: number
-    branding?: InstitutionBranding
-    oauthInstitutionId?: number
-}
-
-/** https://api-reference.finicity.com/#/rest/api-endpoints/institutions/get-institutions */
-export type GetInstitutionsRequest = {
-    search?: string
-    start?: number
-    limit?: number
-}
-
-/** https://api-reference.finicity.com/#/rest/models/structures/get-institutions-response */
-export type GetInstitutionsResponse = {
-    found: number
-    displaying: number
-    moreAvailable: boolean
-    createdDate: string
-    institutions: Institution[]
-}

libs/finicity-api/src/types/transactions.ts

@@ -1,98 +0,0 @@
-/** https://api-reference.finicity.com/#/rest/models/enumerations/transaction-type */
-export type TransactionType =
-    | 'atm'
-    | 'cash'
-    | 'check'
-    | 'credit'
-    | 'debit'
-    | 'deposit'
-    | 'directDebit'
-    | 'directDeposit'
-    | 'dividend'
-    | 'fee'
-    | 'interest'
-    | 'other'
-    | 'payment'
-    | 'pointOfSale'
-    | 'repeatPayment'
-    | 'serviceCharge'
-    | 'transfer'
-    | 'DIV' // undocumented
-    | 'SRVCHG' // undocumented
-
-/** https://api-reference.finicity.com/#/rest/models/structures/categorization */
-export type TransactionCategorization = {
-    [key: string]: any
-    normalizedPayeeName: string
-    /** https://api-reference.finicity.com/#/rest/models/enumerations/categories */
-    category: string
-    city?: string
-    state?: string
-    postalCode?: string
-    country: string
-    bestRepresentation?: string
-}
-
-/** https://api-reference.finicity.com/#/rest/models/structures/transaction */
-export type Transaction = {
-    [key: string]: any
-    id: number
-    amount: number
-    accountId: number
-    customerId: number
-    status: 'active' | 'pending' | 'shadow'
-    description: string
-    memo?: string
-    postedDate: number
-    transactionDate?: number
-    effectiveDate?: number
-    firstEffectiveDate?: number
-    createdDate: number
-    type?: TransactionType | string
-    checkNum?: number
-    escrowAmount?: number
-    feeAmount?: number
-    interestAmount?: number
-    principalAmount?: number
-    unitQuantity?: number
-    unitPrice?: number
-    categorization?: TransactionCategorization
-    subaccountSecurityType?: string
-    commissionAmount?: number
-    symbol?: string
-    ticker?: string
-    investmentTransactionType?: string
-    taxesAmount?: number
-    currencySymbol?: string
-    securityId?: string
-    securityIdType?: string
-}
-
-/** https://api-reference.finicity.com/#/rest/api-endpoints/transactions/get-customer-account-transactions */
-export type GetAccountTransactionsRequest = {
-    customerId: string
-    accountId: string
-    fromDate: number
-    toDate: number
-    start?: number
-    limit?: number
-    sort?: 'asc' | 'desc'
-    includePending?: boolean
-}
-
-/** https://api-reference.finicity.com/#/rest/models/structures/get-transactions-response */
-export type GetAccountTransactionsResponse = {
-    found: number
-    displaying: number
-    moreAvailable: string
-    fromDate: string
-    toDate: string
-    sort: string
-    transactions: Transaction[]
-}
-
-/** https://api-reference.finicity.com/#/rest/api-endpoints/accounts/load-historic-transactions-for-customer-account */
-export type LoadHistoricTransactionsRequest = {
-    customerId: string
-    accountId: string
-}

libs/finicity-api/src/types/txpush.ts

@@ -1,41 +0,0 @@
-import type { CustomerAccount } from './accounts'
-import type { Transaction } from './transactions'
-
-export type TxPushSubscriptionRequest = {
-    customerId: string | number
-    accountId: string | number
-    callbackUrl: string
-}
-
-type SubscriptionRecord = {
-    id: number
-    accountId: number
-    type: 'account' | 'transaction'
-    callbackUrl: string
-    signingKey: string
-}
-
-export type TxPushSubscriptions = {
-    subscriptions: SubscriptionRecord[]
-}
-
-export type TxPushEvent =
-    | {
-          class: 'transaction'
-          type: 'created' | 'modified' | 'deleted'
-          records: Transaction[]
-      }
-    | {
-          class: 'account'
-          type: 'modified' | 'deleted'
-          records: CustomerAccount[]
-      }
-
-export type TxPushEventMessage = {
-    event: TxPushEvent
-}
-
-export type TxPushDisableRequest = {
-    customerId: string | number
-    accountId: string | number
-}

libs/finicity-api/src/types/webhooks.ts

@@ -1,37 +0,0 @@
-import type { CustomerAccount } from './accounts'
-
-/** https://docs.finicity.com/webhook-events-list/#webhooks-2-3 */
-export type WebhookData =
-    | {
-          eventType: 'ping'
-      }
-    | {
-          eventType: 'added' | 'discovered'
-          payload: {
-              accounts: CustomerAccount[]
-              institutionId: string
-          }
-      }
-    | {
-          eventType: 'done'
-          customerId: string
-      }
-    | {
-          eventType: 'institutionNotFound'
-          payload: {
-              query: string
-          }
-      }
-    | {
-          eventType: 'institutionNotSupported'
-          payload: {
-              institutionId: string
-          }
-      }
-    | {
-          eventType: 'unableToConnect'
-          payload: {
-              institutionId: string
-              code: number
-          }
-      }

libs/finicity-api/tsconfig.json

@@ -1,13 +0,0 @@
-{
-    "extends": "../../tsconfig.base.json",
-    "files": [],
-    "include": [],
-    "references": [
-        {
-            "path": "./tsconfig.lib.json"
-        },
-        {
-            "path": "./tsconfig.spec.json"
-        }
-    ]
-}

libs/finicity-api/tsconfig.lib.json

@@ -1,11 +0,0 @@
-{
-    "extends": "./tsconfig.json",
-    "compilerOptions": {
-        "module": "commonjs",
-        "outDir": "../../dist/out-tsc",
-        "declaration": true,
-        "types": ["node"]
-    },
-    "exclude": ["**/*.spec.ts", "**/*.test.ts", "jest.config.ts"],
-    "include": ["**/*.ts"]
-}

libs/finicity-api/tsconfig.spec.json

@@ -1,20 +0,0 @@
-{
-    "extends": "./tsconfig.json",
-    "compilerOptions": {
-        "outDir": "../../dist/out-tsc",
-        "module": "commonjs",
-        "types": ["jest", "node"]
-    },
-    "include": [
-        "**/*.test.ts",
-        "**/*.spec.ts",
-        "**/*.test.tsx",
-        "**/*.spec.tsx",
-        "**/*.test.js",
-        "**/*.spec.js",
-        "**/*.test.jsx",
-        "**/*.spec.jsx",
-        "**/*.d.ts",
-        "jest.config.ts"
-    ]
-}

libs/server/features/src/account-balance/investment-transaction-balance-sync.strategy.ts

@@ -71,7 +71,6 @@ export class InvestmentTransactionBalanceSyncStrategy extends BalanceSyncStrateg
                   AND it.date BETWEEN ${pStart} AND now()
                   AND ( -- filter for transactions that modify a position
                     it.plaid_type IN ('buy', 'sell', 'transfer')
-                    OR it.finicity_transaction_id IS NOT NULL
                   )
                 GROUP BY
                   1, 2

libs/server/features/src/account-connection/account-connection.service.ts

@@ -153,13 +153,7 @@ export class AccountConnectionService implements IAccountConnectionService {
         ])
 
         this.logger.info(
-            `Disconnected connection id=${connection.id} type=${
-                connection.type
-            } provider_connection_id=${
-                connection.type === 'plaid'
-                    ? connection.plaidItemId
-                    : connection.finicityInstitutionId
-            }`
+            `Disconnected connection id=${connection.id} type=${connection.type} provider_connection_id=${connection.plaidItemId}`
         )
 
         return connection
@@ -182,13 +176,7 @@ export class AccountConnectionService implements IAccountConnectionService {
         ])
 
         this.logger.info(
-            `Reconnected connection id=${connection.id} type=${
-                connection.type
-            } provider_connection_id=${
-                connection.type === 'plaid'
-                    ? connection.plaidItemId
-                    : connection.finicityInstitutionId
-            }`
+            `Reconnected connection id=${connection.id} type=${connection.type} provider_connection_id=${connection.plaidItemId}`
         )
 
         return connection
@@ -213,13 +201,7 @@ export class AccountConnectionService implements IAccountConnectionService {
         })
 
         this.logger.info(
-            `Deleted connection id=${deletedConnection.id} type=${
-                connection.type
-            } provider_connection_id=${
-                connection.type === 'plaid'
-                    ? connection.plaidItemId
-                    : connection.finicityInstitutionId
-            }`
+            `Deleted connection id=${deletedConnection.id} type=${connection.type} provider_connection_id=${connection.plaidItemId}`
         )
 
         return deletedConnection

libs/server/features/src/account/account-query.service.ts

@@ -246,7 +246,6 @@ export class AccountQueryService implements IAccountQueryService {
                     (it.plaid_type = 'cash' AND it.plaid_subtype IN ('contribution', 'deposit', 'withdrawal'))
                     OR (it.plaid_type = 'transfer' AND it.plaid_subtype IN ('transfer'))
                     OR (it.plaid_type = 'buy' AND it.plaid_subtype IN ('contribution'))
-                    OR (it.finicity_transaction_id IS NOT NULL AND it.finicity_investment_transaction_type IN ('contribution', 'deposit', 'transfer'))
                   )
                 GROUP BY
                   1, 2

libs/server/features/src/account/account.schema.ts

@@ -194,10 +194,6 @@ export const AccountUpdateSchema = z.discriminatedUnion('provider', [
         provider: z.literal('plaid'),
         data: ProviderAccountUpdateSchema,
     }),
-    z.object({
-        provider: z.literal('finicity'),
-        data: ProviderAccountUpdateSchema,
-    }),
     z.object({
         provider: z.literal('user'),
         data: UserAccountUpdateSchema,

libs/server/features/src/account/insight.service.ts

@@ -312,9 +312,6 @@ export class InsightService implements IInsightService {
                         {
                             plaidSubtype: 'dividend',
                         },
-                        {
-                            finicityInvestmentTransactionType: 'dividend',
-                        },
                     ],
                 },
             }),
@@ -649,9 +646,6 @@ export class InsightService implements IInsightService {
                   WHEN plaid_type IN ('fixed income') THEN 'fixed_income'
                   WHEN plaid_type IN ('cash', 'loan') THEN 'cash'
                   WHEN plaid_type IN ('cryptocurrency') THEN 'crypto'
-                  -- finicity
-                  WHEN finicity_type IN ('EQUITY', 'ETF', 'MUTUALFUND', 'STOCKINFO', 'MFINFO') THEN 'stocks'
-                  WHEN finicity_type IN ('BOND') THEN 'fixed_income'
                   ELSE 'other'
                 END AS "asset_class"
               FROM
@@ -705,9 +699,6 @@ export class InsightService implements IInsightService {
                     WHEN s.plaid_type IN ('fixed income') THEN 'fixed_income'
                     WHEN s.plaid_type IN ('cash', 'loan') THEN 'cash'
                     WHEN s.plaid_type IN ('cryptocurrency') THEN 'crypto'
-                    -- finicity
-                    WHEN s.finicity_type IN ('EQUITY', 'ETF', 'MUTUALFUND', 'STOCKINFO', 'MFINFO') THEN 'stocks'
-                    WHEN s.finicity_type IN ('BOND') THEN 'fixed_income'
                     ELSE 'other'
                   END AS "category"
               ) x ON TRUE
@@ -750,7 +741,6 @@ export class InsightService implements IInsightService {
                 (it.plaid_type = 'cash' AND it.plaid_subtype IN ('contribution', 'deposit', 'withdrawal'))
                 OR (it.plaid_type = 'transfer' AND it.plaid_subtype IN ('transfer', 'send', 'request'))
                 OR (it.plaid_type = 'buy' AND it.plaid_subtype IN ('contribution'))
-                OR (it.finicity_transaction_id IS NOT NULL AND it.finicity_investment_transaction_type IN ('contribution', 'deposit', 'transfer'))
               )
               -- Exclude any contributions made prior to the start date since balances will be 0
               AND (a.start_date is NULL OR it.date >= a.start_date)
@@ -854,9 +844,6 @@ export class InsightService implements IInsightService {
                     WHEN plaid_type IN ('fixed income') THEN 'bonds'
                     WHEN plaid_type IN ('cash', 'loan') THEN 'cash'
                     WHEN plaid_type IN ('cryptocurrency') THEN 'crypto'
-                    -- finicity
-                    WHEN finicity_type IN ('EQUITY', 'ETF', 'MUTUALFUND', 'STOCKINFO', 'MFINFO') THEN 'stocks'
-                    WHEN finicity_type IN ('BOND') THEN 'bonds'
                     ELSE 'other'
                   END AS "asset_type"
                 FROM

libs/server/features/src/providers/finicity/finicity.etl.ts

@@ -1,662 +0,0 @@
-import type { AccountConnection, PrismaClient } from '@prisma/client'
-import type { Logger } from 'winston'
-import { SharedUtil, AccountUtil, type SharedType } from '@maybe-finance/shared'
-import type { FinicityApi, FinicityTypes } from '@maybe-finance/finicity-api'
-import { DbUtil, FinicityUtil, type IETL } from '@maybe-finance/server/shared'
-import { Prisma } from '@prisma/client'
-import _ from 'lodash'
-import { DateTime } from 'luxon'
-
-type FinicitySecurity = {
-    securityName: string | undefined
-    symbol: string | undefined
-    currentPrice: number | undefined
-    currentPriceDate: number | undefined
-    securityId: string
-    securityIdType: string
-    type: string | undefined
-    assetClass: string | undefined
-    fiAssetClass: string | undefined
-}
-
-export type FinicityRawData = {
-    accounts: FinicityTypes.CustomerAccount[]
-    transactions: FinicityTypes.Transaction[]
-    transactionsDateRange: SharedType.DateRange<DateTime>
-}
-
-export type FinicityData = {
-    accounts: FinicityTypes.CustomerAccount[]
-    positions: (FinicityTypes.CustomerAccountPosition & {
-        accountId: FinicityTypes.CustomerAccount['id']
-        security: FinicitySecurity
-    })[]
-    transactions: FinicityTypes.Transaction[]
-    transactionsDateRange: SharedType.DateRange<DateTime>
-    investmentTransactions: (FinicityTypes.Transaction & {
-        security: Pick<FinicitySecurity, 'securityId' | 'securityIdType' | 'symbol'> | null
-    })[]
-    investmentTransactionsDateRange: SharedType.DateRange<DateTime>
-}
-
-type Connection = Pick<
-    AccountConnection,
-    'id' | 'userId' | 'finicityInstitutionId' | 'finicityInstitutionLoginId'
->
-
-/**
- * Determines if a Finicity Transaction should be treated as an investment_transaction
- */
-function isInvestmentTransaction(
-    t: Pick<
-        FinicityTypes.Transaction,
-        'securityId' | 'symbol' | 'ticker' | 'investmentTransactionType'
-    >
-) {
-    return (
-        t.securityId != null ||
-        t.symbol != null ||
-        t.ticker != null ||
-        t.investmentTransactionType != null
-    )
-}
-
-/**
- * Normalizes Finicity identifiers to handle cases where transactions/positions don't contain a valid
- * securityId/securityIdType pair
- */
-function getSecurityIdAndType(
-    txnOrPos: Pick<
-        FinicityTypes.Transaction | FinicityTypes.CustomerAccountPosition,
-        'securityId' | 'securityIdType' | 'symbol' | 'ticker'
-    >
-): { securityId: string; securityIdType: string } | null {
-    const securityId: string | null | undefined =
-        txnOrPos.securityId || txnOrPos.symbol || txnOrPos.ticker
-
-    if (!securityId) return null
-
-    const securityIdType =
-        txnOrPos.securityIdType ||
-        (txnOrPos.securityId ? '__SECURITY_ID__' : txnOrPos.symbol ? '__SYMBOL__' : '__TICKER__')
-
-    return {
-        securityId,
-        securityIdType,
-    }
-}
-
-/** returns unique identifier for a given security (used for de-duping) */
-function getSecurityId(s: Pick<FinicitySecurity, 'securityId' | 'securityIdType'>): string {
-    return `${s.securityIdType}|${s.securityId}`
-}
-
-export class FinicityETL implements IETL<Connection, FinicityRawData, FinicityData> {
-    public constructor(
-        private readonly logger: Logger,
-        private readonly prisma: PrismaClient,
-        private readonly finicity: Pick<
-            FinicityApi,
-            'getCustomerAccounts' | 'getAccountTransactions'
-        >
-    ) {}
-
-    async extract(connection: Connection): Promise<FinicityRawData> {
-        if (!connection.finicityInstitutionId || !connection.finicityInstitutionLoginId) {
-            throw new Error(
-                `connection ${connection.id} is missing finicityInstitutionId or finicityInstitutionLoginId`
-            )
-        }
-
-        const user = await this.prisma.user.findUniqueOrThrow({
-            where: { id: connection.userId },
-            select: {
-                id: true,
-                finicityCustomerId: true,
-            },
-        })
-
-        if (!user.finicityCustomerId) {
-            throw new Error(`user ${user.id} is missing finicityCustomerId`)
-        }
-
-        const transactionsDateRange = {
-            start: DateTime.now().minus(FinicityUtil.FINICITY_WINDOW_MAX),
-            end: DateTime.now(),
-        }
-
-        const accounts = await this._extractAccounts(
-            user.finicityCustomerId,
-            connection.finicityInstitutionLoginId
-        )
-
-        const transactions = await this._extractTransactions(
-            user.finicityCustomerId,
-            accounts.map((a) => a.id),
-            transactionsDateRange
-        )
-
-        this.logger.info(
-            `Extracted Finicity data for customer ${user.finicityCustomerId} accounts=${accounts.length} transactions=${transactions.length}`,
-            { connection: connection.id, transactionsDateRange }
-        )
-
-        return {
-            accounts,
-            transactions,
-            transactionsDateRange,
-        }
-    }
-
-    transform(
-        connection: Connection,
-        { accounts, transactions, transactionsDateRange }: FinicityRawData
-    ): Promise<FinicityData> {
-        const positions = accounts.flatMap(
-            (a) =>
-                a.position
-                    ?.filter((p) => p.securityId != null || p.symbol != null)
-                    .map((p) => ({
-                        ...p,
-                        accountId: a.id,
-                        marketValue: p.marketValue ? +p.marketValue || 0 : 0,
-                        security: {
-                            ...getSecurityIdAndType(p)!,
-                            securityName: p.securityName ?? p.fundName,
-                            symbol: p.symbol,
-                            currentPrice: p.currentPrice,
-                            currentPriceDate: p.currentPriceDate,
-                            type: p.securityType,
-                            assetClass: p.assetClass,
-                            fiAssetClass: p.fiAssetClass,
-                        },
-                    })) ?? []
-        )
-
-        const [_investmentTransactions, _transactions] = _(transactions)
-            .uniqBy((t) => t.id)
-            .partition((t) => isInvestmentTransaction(t))
-            .value()
-
-        this.logger.info(
-            `Transformed Finicity transactions positions=${positions.length} transactions=${_transactions.length} investment_transactions=${_investmentTransactions.length}`,
-            { connection: connection.id }
-        )
-
-        return Promise.resolve<FinicityData>({
-            accounts,
-            positions,
-            transactions: _transactions,
-            transactionsDateRange,
-            investmentTransactions: _investmentTransactions.map((it) => {
-                const security = getSecurityIdAndType(it)
-                return {
-                    ...it,
-                    security: security
-                        ? {
-                              ...security,
-                              symbol: it.symbol || it.ticker,
-                          }
-                        : null,
-                }
-            }),
-            investmentTransactionsDateRange: transactionsDateRange,
-        })
-    }
-
-    async load(connection: Connection, data: FinicityData): Promise<void> {
-        await this.prisma.$transaction([
-            ...this._loadAccounts(connection, data),
-            ...this._loadPositions(connection, data),
-            ...this._loadTransactions(connection, data),
-            ...this._loadInvestmentTransactions(connection, data),
-        ])
-
-        this.logger.info(`Loaded Finicity data for connection ${connection.id}`, {
-            connection: connection.id,
-        })
-    }
-
-    private async _extractAccounts(customerId: string, institutionLoginId: string) {
-        const { accounts } = await this.finicity.getCustomerAccounts({ customerId })
-
-        return accounts.filter(
-            (a) => a.institutionLoginId.toString() === institutionLoginId && a.currency === 'USD'
-        )
-    }
-
-    private _loadAccounts(connection: Connection, { accounts }: Pick<FinicityData, 'accounts'>) {
-        return [
-            // upsert accounts
-            ...accounts.map((finicityAccount) => {
-                const type = FinicityUtil.getType(finicityAccount)
-                const classification = AccountUtil.getClassification(type)
-
-                return this.prisma.account.upsert({
-                    where: {
-                        accountConnectionId_finicityAccountId: {
-                            accountConnectionId: connection.id,
-                            finicityAccountId: finicityAccount.id,
-                        },
-                    },
-                    create: {
-                        accountConnectionId: connection.id,
-                        finicityAccountId: finicityAccount.id,
-                        type: FinicityUtil.getType(finicityAccount),
-                        provider: 'finicity',
-                        categoryProvider: FinicityUtil.getAccountCategory(finicityAccount),
-                        subcategoryProvider: finicityAccount.type,
-                        name: finicityAccount.name,
-                        mask: finicityAccount.accountNumberDisplay,
-                        finicityType: finicityAccount.type,
-                        finicityDetail: finicityAccount.detail,
-                        ...FinicityUtil.getAccountBalanceData(finicityAccount, classification),
-                    },
-                    update: {
-                        type: FinicityUtil.getType(finicityAccount),
-                        categoryProvider: FinicityUtil.getAccountCategory(finicityAccount),
-                        subcategoryProvider: finicityAccount.type,
-                        finicityType: finicityAccount.type,
-                        finicityDetail: finicityAccount.detail,
-                        ..._.omit(
-                            FinicityUtil.getAccountBalanceData(finicityAccount, classification),
-                            ['currentBalanceStrategy', 'availableBalanceStrategy']
-                        ),
-                    },
-                })
-            }),
-            // any accounts that are no longer in Finicity should be marked inactive
-            this.prisma.account.updateMany({
-                where: {
-                    accountConnectionId: connection.id,
-                    AND: [
-                        { finicityAccountId: { not: null } },
-                        { finicityAccountId: { notIn: accounts.map((a) => a.id) } },
-                    ],
-                },
-                data: {
-                    isActive: false,
-                },
-            }),
-        ]
-    }
-
-    private _loadPositions(connection: Connection, { positions }: Pick<FinicityData, 'positions'>) {
-        const securities = _(positions)
-            .map((p) => p.security)
-            .uniqBy((s) => getSecurityId(s))
-            .value()
-
-        const securitiesWithPrices = securities.filter((s) => s.currentPrice != null)
-
-        return [
-            ...(securities.length > 0
-                ? [
-                      // upsert securities
-                      this.prisma.$executeRaw`
-                        INSERT INTO security (finicity_security_id, finicity_security_id_type, name, symbol, finicity_type, finicity_asset_class, finicity_fi_asset_class)
-                        VALUES
-                          ${Prisma.join(
-                              securities.map(
-                                  ({
-                                      securityId,
-                                      securityIdType,
-                                      securityName,
-                                      symbol,
-                                      type,
-                                      assetClass,
-                                      fiAssetClass,
-                                  }) =>
-                                      Prisma.sql`(
-                                        ${securityId},
-                                        ${securityIdType},
-                                        ${securityName},
-                                        ${symbol},
-                                        ${type},
-                                        ${assetClass},
-                                        ${fiAssetClass}
-                                      )`
-                              )
-                          )}
-                        ON CONFLICT (finicity_security_id, finicity_security_id_type) DO UPDATE
-                        SET
-                          name = EXCLUDED.name,
-                          symbol = EXCLUDED.symbol,
-                          finicity_type = EXCLUDED.finicity_type,
-                          finicity_asset_class = EXCLUDED.finicity_asset_class,
-                          finicity_fi_asset_class = EXCLUDED.finicity_fi_asset_class
-                      `,
-                  ]
-                : []),
-            ...(securitiesWithPrices.length > 0
-                ? [
-                      // upsert security prices
-                      this.prisma.$executeRaw`
-                        INSERT INTO security_pricing (security_id, date, price_close, source)
-                        VALUES
-                          ${Prisma.join(
-                              securitiesWithPrices.map(
-                                  ({
-                                      securityId,
-                                      securityIdType,
-                                      currentPrice,
-                                      currentPriceDate,
-                                  }) =>
-                                      Prisma.sql`(
-                                        (SELECT id FROM security WHERE finicity_security_id = ${securityId} AND finicity_security_id_type = ${securityIdType}),
-                                        ${
-                                            currentPriceDate
-                                                ? DateTime.fromSeconds(currentPriceDate, {
-                                                      zone: 'utc',
-                                                  }).toISODate()
-                                                : DateTime.now().toISODate()
-                                        }::date,
-                                        ${currentPrice},
-                                        'finicity'
-                                      )`
-                              )
-                          )}
-                        ON CONFLICT DO NOTHING
-                      `,
-                  ]
-                : []),
-            ...(positions.length > 0
-                ? [
-                      // upsert holdings
-                      this.prisma.$executeRaw`
-                        INSERT INTO holding (finicity_position_id, account_id, security_id, value, quantity, cost_basis_provider, currency_code)
-                        VALUES
-                          ${Prisma.join(
-                              // de-dupe positions in case Finicity returns duplicate account/security pairs (they do for test accounts)
-                              _.uniqBy(
-                                  positions,
-                                  (p) => `${p.accountId}.${getSecurityId(p.security)}`
-                              ).map(
-                                  ({
-                                      id,
-                                      accountId,
-                                      security: { securityId, securityIdType },
-                                      units,
-                                      quantity,
-                                      marketValue,
-                                      costBasis,
-                                  }) =>
-                                      Prisma.sql`(
-                                          ${id},
-                                          (SELECT id FROM account WHERE account_connection_id = ${
-                                              connection.id
-                                          } AND finicity_account_id = ${accountId}),
-                                          (SELECT id FROM security WHERE finicity_security_id = ${securityId} AND finicity_security_id_type = ${securityIdType}),
-                                          ${marketValue || 0},
-                                          ${units ?? quantity ?? 0},
-                                          ${costBasis},
-                                          ${'USD'}
-                                      )`
-                              )
-                          )}
-                        ON CONFLICT (finicity_position_id) DO UPDATE
-                        SET
-                          account_id = EXCLUDED.account_id,
-                          security_id = EXCLUDED.security_id,
-                          value = EXCLUDED.value,
-                          quantity = EXCLUDED.quantity,
-                          cost_basis_provider = EXCLUDED.cost_basis_provider,
-                          currency_code = EXCLUDED.currency_code;
-                      `,
-                  ]
-                : []),
-            // Any holdings that are no longer in Finicity should be deleted
-            this.prisma.holding.deleteMany({
-                where: {
-                    account: {
-                        accountConnectionId: connection.id,
-                    },
-                    AND: [
-                        { finicityPositionId: { not: null } },
-                        {
-                            finicityPositionId: {
-                                notIn: positions
-                                    .map((p) => p.id?.toString())
-                                    .filter((id): id is string => id != null),
-                            },
-                        },
-                    ],
-                },
-            }),
-        ]
-    }
-
-    private async _extractTransactions(
-        customerId: string,
-        accountIds: string[],
-        dateRange: SharedType.DateRange<DateTime>
-    ) {
-        const accountTransactions = await Promise.all(
-            accountIds.map((accountId) =>
-                SharedUtil.paginate({
-                    pageSize: 1000, // https://api-reference.finicity.com/#/rest/api-endpoints/transactions/get-customer-account-transactions
-                    fetchData: async (offset, count) => {
-                        const { transactions } = await SharedUtil.withRetry(
-                            () =>
-                                this.finicity.getAccountTransactions({
-                                    customerId,
-                                    accountId,
-                                    fromDate: dateRange.start.toUnixInteger(),
-                                    toDate: dateRange.end.toUnixInteger(),
-                                    start: offset + 1, // finicity uses 1-based indexing
-                                    limit: count,
-                                }),
-                            {
-                                maxRetries: 3,
-                            }
-                        )
-
-                        return transactions
-                    },
-                })
-            )
-        )
-
-        return accountTransactions.flat()
-    }
-
-    private _loadTransactions(
-        connection: Connection,
-        {
-            transactions,
-            transactionsDateRange,
-        }: Pick<FinicityData, 'transactions' | 'transactionsDateRange'>
-    ) {
-        if (!transactions.length) return []
-
-        const txnUpsertQueries = _.chunk(transactions, 1_000).map((chunk) => {
-            return this.prisma.$executeRaw`
-                INSERT INTO transaction (account_id, finicity_transaction_id, date, name, amount, pending, currency_code, merchant_name, finicity_type, finicity_categorization)
-                VALUES
-                    ${Prisma.join(
-                        chunk.map((finicityTransaction) => {
-                            const {
-                                id,
-                                accountId,
-                                description,
-                                memo,
-                                amount,
-                                status,
-                                type,
-                                categorization,
-                                transactionDate,
-                                postedDate,
-                                currencySymbol,
-                            } = finicityTransaction
-
-                            return Prisma.sql`(
-                                (SELECT id FROM account WHERE account_connection_id = ${
-                                    connection.id
-                                } AND finicity_account_id = ${accountId.toString()}),
-                                ${id},
-                                ${DateTime.fromSeconds(transactionDate ?? postedDate, {
-                                    zone: 'utc',
-                                }).toISODate()}::date,
-                                ${[description, memo].filter(Boolean).join(' ')},
-                                ${DbUtil.toDecimal(-amount)},
-                                ${status === 'pending'},
-                                ${currencySymbol || 'USD'},
-                                ${categorization?.normalizedPayeeName},
-                                ${type},
-                                ${categorization}
-                            )`
-                        })
-                    )}
-                ON CONFLICT (finicity_transaction_id) DO UPDATE
-                SET
-                    name = EXCLUDED.name,
-                    amount = EXCLUDED.amount,
-                    pending = EXCLUDED.pending,
-                    merchant_name = EXCLUDED.merchant_name,
-                    finicity_type = EXCLUDED.finicity_type,
-                    finicity_categorization = EXCLUDED.finicity_categorization;
-            `
-        })
-
-        return [
-            // upsert transactions
-            ...txnUpsertQueries,
-            // delete finicity-specific transactions that are no longer in finicity
-            this.prisma.transaction.deleteMany({
-                where: {
-                    account: {
-                        accountConnectionId: connection.id,
-                    },
-                    AND: [
-                        { finicityTransactionId: { not: null } },
-                        { finicityTransactionId: { notIn: transactions.map((t) => `${t.id}`) } },
-                    ],
-                    date: {
-                        gte: transactionsDateRange.start.startOf('day').toJSDate(),
-                        lte: transactionsDateRange.end.endOf('day').toJSDate(),
-                    },
-                },
-            }),
-        ]
-    }
-
-    private _loadInvestmentTransactions(
-        connection: Connection,
-        {
-            investmentTransactions,
-            investmentTransactionsDateRange,
-        }: Pick<FinicityData, 'investmentTransactions' | 'investmentTransactionsDateRange'>
-    ) {
-        if (!investmentTransactions.length) return []
-
-        const securities = _(investmentTransactions)
-            .map((p) => p.security)
-            .filter(SharedUtil.nonNull)
-            .uniqBy((s) => getSecurityId(s))
-            .value()
-
-        return [
-            // upsert securities
-            ...(securities.length > 0
-                ? [
-                      this.prisma.$executeRaw`
-                        INSERT INTO security (finicity_security_id, finicity_security_id_type, symbol)
-                        VALUES
-                          ${Prisma.join(
-                              securities.map((s) => {
-                                  return Prisma.sql`(
-                                    ${s.securityId},
-                                    ${s.securityIdType},
-                                    ${s.symbol}
-                                  )`
-                              })
-                          )}
-                        ON CONFLICT DO NOTHING;
-                      `,
-                  ]
-                : []),
-
-            // upsert investment transactions
-            ..._.chunk(investmentTransactions, 1_000).map((chunk) => {
-                return this.prisma.$executeRaw`
-                  INSERT INTO investment_transaction (account_id, security_id, finicity_transaction_id, date, name, amount, fees, quantity, price, currency_code, finicity_investment_transaction_type)
-                  VALUES
-                      ${Prisma.join(
-                          chunk.map((t) => {
-                              const {
-                                  id,
-                                  accountId,
-                                  amount,
-                                  feeAmount,
-                                  description,
-                                  memo,
-                                  unitQuantity,
-                                  unitPrice,
-                                  transactionDate,
-                                  postedDate,
-                                  currencySymbol,
-                                  investmentTransactionType,
-                                  security,
-                              } = t
-
-                              return Prisma.sql`(
-                                (SELECT id FROM account WHERE account_connection_id = ${
-                                    connection.id
-                                } AND finicity_account_id = ${accountId.toString()}),
-                                ${
-                                    security
-                                        ? Prisma.sql`(SELECT id FROM security WHERE finicity_security_id = ${security.securityId} AND finicity_security_id_type = ${security.securityIdType})`
-                                        : null
-                                },
-                                ${id},
-                                ${DateTime.fromSeconds(transactionDate ?? postedDate, {
-                                    zone: 'utc',
-                                }).toISODate()}::date,
-                                ${[description, memo].filter(Boolean).join(' ')},
-                                ${DbUtil.toDecimal(-amount)},
-                                ${DbUtil.toDecimal(feeAmount)},
-                                ${DbUtil.toDecimal(unitQuantity ?? 0)},
-                                ${DbUtil.toDecimal(unitPrice ?? 0)},
-                                ${currencySymbol || 'USD'},
-                                ${investmentTransactionType}
-                            )`
-                          })
-                      )}
-                  ON CONFLICT (finicity_transaction_id) DO UPDATE
-                  SET
-                    account_id = EXCLUDED.account_id,
-                    security_id = EXCLUDED.security_id,
-                    date = EXCLUDED.date,
-                    name = EXCLUDED.name,
-                    amount = EXCLUDED.amount,
-                    fees = EXCLUDED.fees,
-                    quantity = EXCLUDED.quantity,
-                    price = EXCLUDED.price,
-                    currency_code = EXCLUDED.currency_code,
-                    finicity_investment_transaction_type = EXCLUDED.finicity_investment_transaction_type;
-                `
-            }),
-
-            // delete finicity-specific investment transactions that are no longer in finicity
-            this.prisma.investmentTransaction.deleteMany({
-                where: {
-                    account: {
-                        accountConnectionId: connection.id,
-                    },
-                    AND: [
-                        { finicityTransactionId: { not: null } },
-                        {
-                            finicityTransactionId: {
-                                notIn: investmentTransactions.map((t) => `${t.id}`),
-                            },
-                        },
-                    ],
-                    date: {
-                        gte: investmentTransactionsDateRange.start.startOf('day').toJSDate(),
-                        lte: investmentTransactionsDateRange.end.endOf('day').toJSDate(),
-                    },
-                },
-            }),
-        ]
-    }
-}

libs/server/features/src/providers/finicity/finicity.service.ts

@@ -1,281 +0,0 @@
-import type { Logger } from 'winston'
-import type { AccountConnection, PrismaClient, User } from '@prisma/client'
-import type { IETL, SyncConnectionOptions } from '@maybe-finance/server/shared'
-import type { FinicityApi, FinicityTypes } from '@maybe-finance/finicity-api'
-import type { IInstitutionProvider } from '../../institution'
-import type {
-    AccountConnectionSyncEvent,
-    IAccountConnectionProvider,
-} from '../../account-connection'
-import _ from 'lodash'
-import axios from 'axios'
-import { v4 as uuid } from 'uuid'
-import { SharedUtil } from '@maybe-finance/shared'
-import { etl } from '@maybe-finance/server/shared'
-
-export interface IFinicityConnect {
-    generateConnectUrl(userId: User['id'], institutionId: string): Promise<{ link: string }>
-
-    generateFixConnectUrl(
-        userId: User['id'],
-        accountConnectionId: AccountConnection['id']
-    ): Promise<{ link: string }>
-}
-
-export class FinicityService
-    implements IFinicityConnect, IAccountConnectionProvider, IInstitutionProvider
-{
-    constructor(
-        private readonly logger: Logger,
-        private readonly prisma: PrismaClient,
-        private readonly finicity: FinicityApi,
-        private readonly etl: IETL<AccountConnection>,
-        private readonly webhookUrl: string | Promise<string>,
-        private readonly testMode: boolean
-    ) {}
-
-    async generateConnectUrl(userId: User['id'], institutionId: string) {
-        const customerId = await this.getOrCreateCustomerId(userId)
-
-        this.logger.debug(
-            `Generating Finicity connect URL with user=${userId} institution=${institutionId} customerId=${customerId}`
-        )
-
-        const res = await this.finicity.generateLiteConnectUrl({
-            customerId,
-            institutionId,
-            webhook: await this.webhookUrl,
-            webhookContentType: 'application/json',
-        })
-
-        return res
-    }
-
-    async generateFixConnectUrl(userId: User['id'], accountConnectionId: AccountConnection['id']) {
-        const accountConnection = await this.prisma.accountConnection.findUniqueOrThrow({
-            where: { id: accountConnectionId },
-        })
-
-        if (!accountConnection.finicityInstitutionLoginId) {
-            throw new Error(
-                `connection ${accountConnection.id} is missing finicityInstitutionLoginId`
-            )
-        }
-
-        const res = await this.finicity.generateFixConnectUrl({
-            customerId: await this.getOrCreateCustomerId(userId),
-            institutionLoginId: accountConnection.finicityInstitutionLoginId,
-            webhook: await this.webhookUrl,
-            webhookContentType: 'application/json',
-        })
-
-        return res
-    }
-
-    async sync(connection: AccountConnection, options?: SyncConnectionOptions): Promise<void> {
-        if (options && options.type !== 'finicity') throw new Error('invalid sync options')
-
-        if (options?.initialSync) {
-            const user = await this.prisma.user.findUniqueOrThrow({
-                where: { id: connection.userId },
-            })
-
-            if (!user.finicityCustomerId) {
-                throw new Error(`user ${user.id} missing finicityCustomerId`)
-            }
-
-            // refresh customer accounts
-            try {
-                this.logger.info(
-                    `refreshing customer accounts for customer: ${user.finicityCustomerId}`
-                )
-                const { accounts } = await this.finicity.refreshCustomerAccounts({
-                    customerId: user.finicityCustomerId,
-                })
-
-                // no need to await this - this is fire-and-forget and shouldn't delay the sync process
-                this.logger.info(
-                    `triggering load historic transactions for customer: ${
-                        user.finicityCustomerId
-                    } accounts: ${accounts.map((a) => a.id)}`
-                )
-                Promise.allSettled(
-                    accounts
-                        .filter(
-                            (a) =>
-                                a.institutionLoginId.toString() ===
-                                connection.finicityInstitutionLoginId
-                        )
-                        .map((account) =>
-                            this.finicity
-                                .loadHistoricTransactions({
-                                    accountId: account.id,
-                                    customerId: account.customerId,
-                                })
-                                .catch((err) => {
-                                    this.logger.warn(
-                                        `error loading historic transactions for finicity account: ${account.id} customer: ${account.customerId}`,
-                                        err
-                                    )
-                                })
-                        )
-                )
-            } catch (err) {
-                // gracefully handle error, this shouldn't prevent the sync process from continuing
-                this.logger.error(`error refreshing customer accounts for initial sync`, err)
-            }
-        }
-
-        await etl(this.etl, connection)
-    }
-
-    async onSyncEvent(connection: AccountConnection, event: AccountConnectionSyncEvent) {
-        switch (event.type) {
-            case 'success': {
-                await this.prisma.accountConnection.update({
-                    where: { id: connection.id },
-                    data: {
-                        status: 'OK',
-                    },
-                })
-                break
-            }
-            case 'error': {
-                const { error } = event
-
-                await this.prisma.accountConnection.update({
-                    where: { id: connection.id },
-                    data: {
-                        status: 'ERROR',
-                        finicityError:
-                            axios.isAxiosError(error) && error.response
-                                ? _.pick(error.response, ['status', 'data'])
-                                : undefined,
-                    },
-                })
-                break
-            }
-        }
-    }
-
-    async delete(connection: AccountConnection): Promise<void> {
-        if (connection.finicityInstitutionLoginId) {
-            const user = await this.prisma.user.findUniqueOrThrow({
-                where: { id: connection.userId },
-                select: {
-                    finicityCustomerId: true,
-                    accountConnections: {
-                        where: {
-                            id: { not: connection.id },
-                            finicityInstitutionLoginId: connection.finicityInstitutionLoginId,
-                        },
-                        select: { id: true },
-                    },
-                },
-            })
-
-            // ensure there are no other connections with the same `finicityInstitutionLoginId` before deleting the accounts from Finicity
-            if (user.finicityCustomerId && !user.accountConnections.length) {
-                try {
-                    await this.finicity.deleteCustomerAccountsByInstitutionLogin({
-                        customerId: user.finicityCustomerId,
-                        institutionLoginId: +connection.finicityInstitutionLoginId,
-                    })
-                    this.logger.info(
-                        `deleted finicity customer ${user.finicityCustomerId} accounts for institutionLoginId ${connection.finicityInstitutionLoginId}`
-                    )
-                } catch (err) {
-                    this.logger.error(
-                        `error deleting finicity customer ${user.finicityCustomerId} accounts for institutionLoginId ${connection.finicityInstitutionLoginId}`,
-                        err
-                    )
-                }
-            } else {
-                this.logger.warn(
-                    `skipping delete for finicity customer ${user.finicityCustomerId} accounts for institutionLoginId ${connection.finicityInstitutionLoginId} (duplicate_connections: ${user.accountConnections.length})`
-                )
-            }
-        }
-    }
-
-    async getInstitutions() {
-        const finicityInstitutions = await SharedUtil.paginate({
-            pageSize: 1000,
-            fetchData: (offset, count) =>
-                SharedUtil.withRetry(
-                    () =>
-                        this.finicity
-                            .getInstitutions({
-                                start: offset / count + 1,
-                                limit: count,
-                            })
-                            .then(({ institutions, found, displaying }) => {
-                                this.logger.debug(
-                                    `paginated finicity fetch inst=${displaying} (total=${found} offset=${offset} count=${count})`
-                                )
-                                return institutions
-                            }),
-                    {
-                        maxRetries: 3,
-                        onError: (error, attempt) => {
-                            this.logger.error(
-                                `Finicity fetch institutions request failed attempt=${attempt} offset=${offset} count=${count}`,
-                                { error }
-                            )
-                            return (
-                                !axios.isAxiosError(error) ||
-                                (error.response && error.response.status >= 500)
-                            )
-                        },
-                    }
-                ),
-        })
-
-        return _.uniqBy(finicityInstitutions, (i) => i.id).map((finicityInstitution) => ({
-            providerId: `${finicityInstitution.id}`,
-            name: finicityInstitution.name || '',
-            url: finicityInstitution.urlHomeApp
-                ? SharedUtil.normalizeUrl(finicityInstitution.urlHomeApp)
-                : null,
-            logoUrl: finicityInstitution.branding?.icon,
-            primaryColor: finicityInstitution.branding?.primaryColor,
-            oauth: finicityInstitution.oauthEnabled,
-            data: finicityInstitution,
-        }))
-    }
-
-    private async getOrCreateCustomerId(
-        userId: User['id']
-    ): Promise<FinicityTypes.AddCustomerResponse['id']> {
-        const user = await this.prisma.user.findUniqueOrThrow({
-            where: { id: userId },
-            select: { id: true, finicityCustomerId: true },
-        })
-
-        if (user.finicityCustomerId) {
-            return user.finicityCustomerId
-        }
-
-        // See https://api-reference.finicity.com/#/rest/api-endpoints/customer/add-customer
-        const finicityUsername = uuid()
-
-        const { id: finicityCustomerId } = this.testMode
-            ? await this.finicity.addTestingCustomer({ username: finicityUsername })
-            : await this.finicity.addCustomer({ username: finicityUsername })
-
-        await this.prisma.user.update({
-            where: {
-                id: userId,
-            },
-            data: {
-                finicityUsername,
-                finicityCustomerId,
-            },
-        })
-
-        this.logger.info(
-            `created finicity customer ${finicityCustomerId} for user ${userId} (testMode=${this.testMode})`
-        )
-        return finicityCustomerId
-    }
-}

libs/server/features/src/providers/finicity/finicity.webhook.ts

@@ -1,144 +0,0 @@
-import type { Logger } from 'winston'
-import _ from 'lodash'
-import type { PrismaClient } from '@prisma/client'
-import type { FinicityApi, FinicityTypes } from '@maybe-finance/finicity-api'
-import type { IAccountConnectionService } from '../../account-connection'
-
-export interface IFinicityWebhookHandler {
-    handleWebhook(data: FinicityTypes.WebhookData): Promise<void>
-    handleTxPushEvent(event: FinicityTypes.TxPushEvent): Promise<void>
-}
-
-export class FinicityWebhookHandler implements IFinicityWebhookHandler {
-    constructor(
-        private readonly logger: Logger,
-        private readonly prisma: PrismaClient,
-        private readonly finicity: FinicityApi,
-        private readonly accountConnectionService: IAccountConnectionService,
-        private readonly txPushUrl: string | Promise<string>
-    ) {}
-
-    /**
-     * Process Finicity Connect webhooks. These handlers should execute as quick as possible and
-     * long-running operations should be performed in the background.
-     */
-    async handleWebhook(data: FinicityTypes.WebhookData) {
-        switch (data.eventType) {
-            case 'added': {
-                const { accounts, institutionId } = data.payload
-
-                const { customerId, institutionLoginId } = accounts[0]
-
-                const [user, providerInstitution] = await Promise.all([
-                    this.prisma.user.findUniqueOrThrow({
-                        where: {
-                            finicityCustomerId: customerId,
-                        },
-                    }),
-                    this.prisma.providerInstitution.findUnique({
-                        where: {
-                            provider_providerId: {
-                                provider: 'FINICITY',
-                                providerId: institutionId,
-                            },
-                        },
-                        include: {
-                            institution: true,
-                        },
-                    }),
-                ])
-
-                const connection = await this.prisma.accountConnection.create({
-                    data: {
-                        userId: user.id,
-                        name:
-                            providerInstitution?.institution?.name ||
-                            providerInstitution?.name ||
-                            'Institution',
-                        type: 'finicity',
-                        finicityInstitutionId: institutionId,
-                        finicityInstitutionLoginId: String(institutionLoginId),
-                    },
-                })
-
-                await Promise.allSettled([
-                    // subscribe to TxPUSH
-                    ...accounts.map(async (account) =>
-                        this.finicity.subscribeTxPush({
-                            accountId: account.id,
-                            customerId: account.customerId,
-                            callbackUrl: await this.txPushUrl,
-                        })
-                    ),
-                ])
-
-                // sync
-                await this.accountConnectionService.sync(connection.id, {
-                    type: 'finicity',
-                    initialSync: true,
-                })
-
-                break
-            }
-            default: {
-                this.logger.warn('Unhandled Finicity webhook', { data })
-                break
-            }
-        }
-    }
-
-    async handleTxPushEvent(event: FinicityTypes.TxPushEvent) {
-        switch (event.class) {
-            case 'account': {
-                const connections = await this.prisma.accountConnection.findMany({
-                    where: {
-                        accounts: {
-                            some: {
-                                finicityAccountId: {
-                                    in: _.uniq(event.records.map((a) => String(a.id))),
-                                },
-                            },
-                        },
-                    },
-                    select: {
-                        id: true,
-                    },
-                })
-
-                await Promise.allSettled(
-                    connections.map((connection) =>
-                        this.accountConnectionService.sync(connection.id)
-                    )
-                )
-                break
-            }
-            case 'transaction': {
-                const connections = await this.prisma.accountConnection.findMany({
-                    where: {
-                        accounts: {
-                            some: {
-                                finicityAccountId: {
-                                    in: _.uniq(event.records.map((t) => String(t.accountId))),
-                                },
-                            },
-                        },
-                    },
-                    select: {
-                        id: true,
-                    },
-                })
-
-                await Promise.allSettled(
-                    connections.map((connection) =>
-                        this.accountConnectionService.sync(connection.id)
-                    )
-                )
-                break
-            }
-            default: {
-                this.logger.warn(`unhandled Finicity TxPush event`, { event })
-                break
-            }
-        }
-    }
-}

libs/server/features/src/providers/finicity/index.ts

@@ -1,3 +0,0 @@
-export * from './finicity.service'
-export * from './finicity.etl'
-export * from './finicity.webhook'

libs/server/features/src/providers/index.ts

@@ -1,5 +1,4 @@
 export * from './plaid'
-export * from './finicity'
 export * from './teller'
 export * from './vehicle'
 export * from './property'

libs/server/shared/src/services/market-data.service.ts

@@ -482,7 +482,6 @@ export function getPolygonTicker({
         }
     }
 
-    // Finicity's `type` field isn't really helpful here, so we'll just use isOptionTicker
     if (MarketUtil.isOptionTicker(symbol)) {
         return new PolygonTicker('options', `O:${symbol}`)
     }

libs/server/shared/src/services/queue.service.ts

@@ -42,7 +42,6 @@ export type SyncConnectionOptions =
           type: 'plaid'
           products?: Array<'transactions' | 'investment-transactions' | 'holdings' | 'liabilities'>
       }
-    | { type: 'finicity'; initialSync?: boolean }
     | { type: 'teller'; initialSync?: boolean }
 
 export type SyncConnectionQueueJobData = {
@@ -72,7 +71,7 @@ export type SyncSecurityQueue = IQueue<SyncSecurityQueueJobData, 'sync-all-secur
 export type PurgeUserQueue = IQueue<{ userId: User['id'] }, 'purge-user'>
 export type SyncInstitutionQueue = IQueue<
     {},
-    'sync-finicity-institutions' | 'sync-plaid-institutions' | 'sync-teller-institutions'
+    'sync-plaid-institutions' | 'sync-teller-institutions'
 >
 export type SendEmailQueue = IQueue<SendEmailQueueJobData, 'send-email'>
 

libs/server/shared/src/services/queue/in-memory-queue.ts

@@ -71,7 +71,6 @@ export class InMemoryQueueFactory implements IQueueFactory {
         private readonly ignoreJobNames: string[] = [
             'sync-all-securities',
             'sync-plaid-institutions',
-            'sync-finicity-institutions',
             'trial-reminders',
             'send-email',
         ]

libs/server/shared/src/utils/finicity-utils.ts

@@ -1,121 +0,0 @@
-import type { Account, AccountCategory, AccountClassification, AccountType } from '@prisma/client'
-import { Prisma } from '@prisma/client'
-import { Duration } from 'luxon'
-import type { FinicityTypes } from '@maybe-finance/finicity-api'
-
-type FinicityAccount = FinicityTypes.CustomerAccount
-
-/**
- * Finicity delivers up to 180 days prior to account addition but doesn't provide a cutoff window
- */
-export const FINICITY_WINDOW_MAX = Duration.fromObject({ years: 2 })
-
-export function getType({ type }: Pick<FinicityAccount, 'type'>): AccountType {
-    switch (type) {
-        case 'investment':
-        case 'investmentTaxDeferred':
-        case 'brokerageAccount':
-        case '401k':
-        case '401a':
-        case '403b':
-        case '457':
-        case '457plan':
-        case '529':
-        case '529plan':
-        case 'ira':
-        case 'simpleIRA':
-        case 'sepIRA':
-        case 'roth':
-        case 'roth401k':
-        case 'rollover':
-        case 'ugma':
-        case 'utma':
-        case 'keogh':
-        case 'employeeStockPurchasePlan':
-            return 'INVESTMENT'
-        case 'creditCard':
-            return 'CREDIT'
-        case 'lineOfCredit':
-        case 'loan':
-        case 'studentLoan':
-        case 'studentLoanAccount':
-        case 'studentLoanGroup':
-        case 'mortgage':
-            return 'LOAN'
-        default:
-            return 'DEPOSITORY'
-    }
-}
-
-export function getAccountCategory({ type }: Pick<FinicityAccount, 'type'>): AccountCategory {
-    switch (type) {
-        case 'checking':
-        case 'savings':
-        case 'cd':
-        case 'moneyMarket':
-            return 'cash'
-        case 'investment':
-        case 'investmentTaxDeferred':
-        case 'brokerageAccount':
-        case '401k':
-        case '401a':
-        case '403b':
-        case '457':
-        case '457plan':
-        case '529':
-        case '529plan':
-        case 'ira':
-        case 'simpleIRA':
-        case 'sepIRA':
-        case 'roth':
-        case 'roth401k':
-        case 'rollover':
-        case 'ugma':
-        case 'utma':
-        case 'keogh':
-        case 'employeeStockPurchasePlan':
-            return 'investment'
-        case 'mortgage':
-        case 'loan':
-        case 'lineOfCredit':
-        case 'studentLoan':
-        case 'studentLoanAccount':
-        case 'studentLoanGroup':
-            return 'loan'
-        case 'creditCard':
-            return 'credit'
-        case 'cryptocurrency':
-            return 'crypto'
-        default:
-            return 'other'
-    }
-}
-
-export function getAccountBalanceData(
-    { balance, currency, detail }: Pick<FinicityAccount, 'balance' | 'currency' | 'detail'>,
-    classification: AccountClassification
-): Pick<
-    Account,
-    | 'currentBalanceProvider'
-    | 'currentBalanceStrategy'
-    | 'availableBalanceProvider'
-    | 'availableBalanceStrategy'
-    | 'currencyCode'
-> {
-    // Flip balance values to positive for liabilities
-    const sign = classification === 'liability' ? -1 : 1
-
-    return {
-        currentBalanceProvider: new Prisma.Decimal(balance ? sign * balance : 0),
-        currentBalanceStrategy: 'current',
-        availableBalanceProvider: !detail
-            ? null
-            : detail.availableBalanceAmount != null
-            ? new Prisma.Decimal(sign * detail.availableBalanceAmount)
-            : detail.availableCashBalance != null
-            ? new Prisma.Decimal(sign * detail.availableCashBalance)
-            : null,
-        availableBalanceStrategy: 'available',
-        currencyCode: currency,
-    }
-}

libs/server/shared/src/utils/index.ts

@@ -1,6 +1,5 @@
 export * as AuthUtil from './auth-utils'
 export * as DbUtil from './db-utils'
-export * as FinicityUtil from './finicity-utils'
 export * as PlaidUtil from './plaid-utils'
 export * as TellerUtil from './teller-utils'
 export * as ErrorUtil from './error-utils'

libs/shared/src/types/transaction-types.ts

@@ -12,13 +12,7 @@ export type { Transaction }
 
 export type TransactionEnriched = Omit<
     Transaction,
-    | 'plaidTransactionId'
-    | 'plaidCategory'
-    | 'plaidCategoryId'
-    | 'plaidPersonalFinanceCategory'
-    | 'finicityTransactionId'
-    | 'finicityType'
-    | 'finicityCategorization'
+    'plaidTransactionId' | 'plaidCategory' | 'plaidCategoryId' | 'plaidPersonalFinanceCategory'
 > & {
     type: TransactionType
     userId: User['id']

package.json

@@ -39,7 +39,6 @@
         "@casl/ability": "^6.3.2",
         "@casl/prisma": "^1.4.1",
         "@fast-csv/format": "^4.3.5",
-        "@finicity/connect-web-sdk": "^1.0.0-rc.4",
         "@headlessui/react": "^1.7.2",
         "@hookform/resolvers": "^2.9.6",
         "@polygon.io/client-js": "^6.0.6",
@@ -154,7 +153,7 @@
         "smooth-scroll-into-view-if-needed": "^1.1.33",
         "stripe": "^10.17.0",
         "superjson": "^1.11.0",
-        "tailwindcss": "3.2.4",
+        "tailwindcss": "^3.4.1",
         "teller-connect-react": "^0.1.0",
         "tslib": "^2.3.0",
         "uuid": "^9.0.0",
@@ -188,9 +187,8 @@
         "@storybook/manager-webpack5": "6.5.15",
         "@storybook/react": "6.5.15",
         "@svgr/webpack": "^6.1.2",
-        "@tailwindcss/forms": "^0.5.3",
-        "@tailwindcss/line-clamp": "^0.4.2",
-        "@tailwindcss/typography": "^0.5.8",
+        "@tailwindcss/forms": "^0.5.7",
+        "@tailwindcss/typography": "^0.5.10",
         "@testing-library/jest-dom": "^5.16.2",
         "@testing-library/react": "13.4.0",
         "@testing-library/user-event": "^13.2.1",

prisma/migrations/20240118234302_remove_finicity_investment_transaction_categories/migration.sql

@@ -0,0 +1,79 @@
+-- AlterTable
+ALTER TABLE "investment_transaction"
+    RENAME COLUMN "category" TO "category_old";
+
+DROP VIEW IF EXISTS holdings_enriched;
+
+ALTER TABLE "investment_transaction"
+ADD COLUMN "category" "InvestmentTransactionCategory" NOT NULL GENERATED ALWAYS AS (
+  CASE
+    WHEN "plaid_type" = 'buy' THEN 'buy'::"InvestmentTransactionCategory"
+    WHEN "plaid_type" = 'sell' THEN 'sell'::"InvestmentTransactionCategory"
+    WHEN "plaid_subtype" IN ('dividend', 'qualified dividend', 'non-qualified dividend') THEN 'dividend'::"InvestmentTransactionCategory"
+    WHEN "plaid_subtype" IN ('non-resident tax', 'tax', 'tax withheld') THEN 'tax'::"InvestmentTransactionCategory"
+    WHEN "plaid_type" = 'fee' OR "plaid_subtype" IN ('account fee', 'legal fee', 'management fee', 'margin expense', 'transfer fee', 'trust fee') THEN 'fee'::"InvestmentTransactionCategory"
+    WHEN "plaid_type" = 'cash' THEN 'transfer'::"InvestmentTransactionCategory"
+    WHEN "plaid_type" = 'cancel' THEN 'cancel'::"InvestmentTransactionCategory"
+
+    ELSE 'other'::"InvestmentTransactionCategory"
+  END
+) STORED;
+
+CREATE OR REPLACE VIEW holdings_enriched AS (
+  SELECT
+    h.id,
+    h.account_id,
+    h.security_id,
+    h.quantity,
+    COALESCE(pricing_latest.price_close * h.quantity * COALESCE(s.shares_per_contract, 1), h.value) AS "value",
+    COALESCE(h.cost_basis, tcb.cost_basis * h.quantity) AS "cost_basis",
+    COALESCE(h.cost_basis / h.quantity / COALESCE(s.shares_per_contract, 1), tcb.cost_basis) AS "cost_basis_per_share",
+    pricing_latest.price_close AS "price",
+    pricing_prev.price_close AS "price_prev",
+    h.excluded
+  FROM
+    holding h
+    INNER JOIN security s ON s.id = h.security_id
+    -- latest security pricing
+    LEFT JOIN LATERAL (
+      SELECT
+        price_close
+      FROM
+        security_pricing
+      WHERE
+        security_id = h.security_id
+      ORDER BY
+        date DESC
+      LIMIT 1
+    ) pricing_latest ON true
+    -- previous security pricing (for computing daily ∆)
+    LEFT JOIN LATERAL (
+      SELECT
+        price_close
+      FROM
+        security_pricing
+      WHERE
+        security_id = h.security_id
+      ORDER BY
+        date DESC
+      LIMIT 1
+      OFFSET 1
+    ) pricing_prev ON true
+    -- calculate cost basis from transactions
+    LEFT JOIN (
+      SELECT
+        it.account_id,
+        it.security_id,
+        SUM(it.quantity * it.price) / SUM(it.quantity) AS cost_basis
+      FROM
+        investment_transaction it
+      WHERE
+        it.plaid_type = 'buy'
+        AND it.quantity > 0
+      GROUP BY
+        it.account_id,
+        it.security_id
+    ) tcb ON tcb.account_id = h.account_id AND tcb.security_id = s.id
+);
+
+ALTER TABLE "investment_transaction" DROP COLUMN "category_old";

prisma/migrations/20240118234302_remove_finicity_transaction_categories/migration.sql

@@ -0,0 +1,91 @@
+-- AlterTable
+ALTER TABLE "transaction"
+    RENAME COLUMN "category" TO "category_old";
+ALTER TABLE "transaction"
+    RENAME COLUMN "category_user" TO "category_user_old";
+
+DROP VIEW IF EXISTS transactions_enriched;
+
+ALTER TABLE "transaction" ADD COLUMN "category_user" TEXT;
+
+ALTER TABLE "transaction"
+    ADD COLUMN "category" TEXT NOT NULL GENERATED ALWAYS AS (COALESCE(category_user,
+CASE
+    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'INCOME'::text) THEN 'Income'::text
+    WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = ANY (ARRAY['LOAN_PAYMENTS_MORTGAGE_PAYMENT'::text, 'RENT_AND_UTILITIES_RENT'::text])) THEN 'Housing Payments'::text
+    WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = 'LOAN_PAYMENTS_CAR_PAYMENT'::text) THEN 'Vehicle Payments'::text
+    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'LOAN_PAYMENTS'::text) THEN 'Other Payments'::text
+    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'HOME_IMPROVEMENT'::text) THEN 'Home Improvement'::text
+    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'GENERAL_MERCHANDISE'::text) THEN 'Shopping'::text
+    WHEN (((plaid_personal_finance_category ->> 'primary'::text) = 'RENT_AND_UTILITIES'::text) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'RENT_AND_UTILITIES_RENT'::text)) THEN 'Utilities'::text
+    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'FOOD_AND_DRINK'::text) THEN 'Food and Drink'::text
+    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRANSPORTATION'::text) THEN 'Transportation'::text
+    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRAVEL'::text) THEN 'Travel'::text
+    WHEN (((plaid_personal_finance_category ->> 'primary'::text) = ANY (ARRAY['PERSONAL_CARE'::text, 'MEDICAL'::text])) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'MEDICAL_VETERINARY_SERVICES'::text)) THEN 'Health'::text
+    WHEN (teller_category = 'income'::text) THEN 'Income'::text
+    WHEN (teller_category = 'home'::text) THEN 'Home Improvement'::text
+    WHEN (teller_category = ANY (ARRAY['phone'::text, 'utilities'::text])) THEN 'Utilities'::text
+    WHEN (teller_category = ANY (ARRAY['dining'::text, 'bar'::text, 'groceries'::text])) THEN 'Food and Drink'::text
+    WHEN (teller_category = ANY (ARRAY['clothing'::text, 'entertainment'::text, 'shopping'::text, 'electronics'::text, 'software'::text, 'sport'::text])) THEN 'Shopping'::text
+    WHEN (teller_category = ANY (ARRAY['transportation'::text, 'fuel'::text])) THEN 'Transportation'::text
+    WHEN (teller_category = ANY (ARRAY['accommodation'::text, 'transport'::text])) THEN 'Travel'::text
+    WHEN (teller_category = 'health'::text) THEN 'Health'::text
+    WHEN (teller_category = ANY (ARRAY['loan'::text, 'tax'::text, 'insurance'::text, 'office'::text])) THEN 'Other Payments'::text
+    ELSE 'Other'::text
+END)) STORED;
+
+CREATE OR REPLACE VIEW transactions_enriched AS (
+  SELECT
+    t.id,
+    t.created_at as "createdAt",
+    t.updated_at as "updatedAt",
+    t.name,
+    t.account_id as "accountId",
+    t.date,
+    t.flow,
+    COALESCE(
+      t.type_user,
+      CASE
+        -- no matching transaction
+        WHEN t.match_id IS NULL THEN (
+          CASE
+            t.flow
+            WHEN 'INFLOW' THEN (
+              CASE
+                a.classification
+                WHEN 'asset' THEN 'INCOME' :: "TransactionType"
+                WHEN 'liability' THEN 'PAYMENT' :: "TransactionType"
+              END
+            )
+            WHEN 'OUTFLOW' THEN 'EXPENSE' :: "TransactionType"
+          END
+        ) -- has matching transaction
+        ELSE (
+          CASE
+            a.classification
+            WHEN 'asset' THEN 'TRANSFER' :: "TransactionType"
+            WHEN 'liability' THEN 'PAYMENT' :: "TransactionType"
+          END
+        )
+      END
+    ) AS "type",
+    t.type_user as "typeUser",
+    t.amount,
+    t.currency_code as "currencyCode",
+    t.pending,
+    t.merchant_name as "merchantName",
+    t.category,
+    t.category_user as "categoryUser",
+    t.excluded,
+    t.match_id as "matchId",
+    COALESCE(ac.user_id, a.user_id) as "userId",
+    a.classification as "accountClassification",
+    a.type as "accountType"
+  FROM
+    transaction t
+    inner join account a on a.id = t.account_id
+    left join account_connection ac on a.account_connection_id = ac.id
+);
+
+ALTER TABLE "transaction" DROP COLUMN "category_old";
+ALTER TABLE "transaction" DROP COLUMN "category_user_old";

prisma/migrations/20240118234303_remove_finicity_usage/migration.sql

@@ -0,0 +1,107 @@
+/*
+  Warnings:
+
+  - The values [finicity] on the enum `AccountConnectionType` will be removed. If these variants are still used in the database, this will fail.
+  - The values [finicity] on the enum `AccountProvider` will be removed. If these variants are still used in the database, this will fail.
+  - The values [FINICITY] on the enum `Provider` will be removed. If these variants are still used in the database, this will fail.
+  - You are about to drop the column `finicity_account_id` on the `account` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_detail` on the `account` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_type` on the `account` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_error` on the `account_connection` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_institution_id` on the `account_connection` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_institution_login_id` on the `account_connection` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_position_id` on the `holding` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_investment_transaction_type` on the `investment_transaction` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_transaction_id` on the `investment_transaction` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_asset_class` on the `security` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_fi_asset_class` on the `security` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_security_id` on the `security` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_security_id_type` on the `security` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_type` on the `security` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_categorization` on the `transaction` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_transaction_id` on the `transaction` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_type` on the `transaction` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_customer_id` on the `user` table. All the data in the column will be lost.
+  - You are about to drop the column `finicity_username` on the `user` table. All the data in the column will be lost.
+
+*/
+-- AlterEnum
+BEGIN;
+CREATE TYPE "AccountConnectionType_new" AS ENUM ('plaid', 'teller');
+ALTER TABLE "account_connection" ALTER COLUMN "type" TYPE "AccountConnectionType_new" USING ("type"::text::"AccountConnectionType_new");
+ALTER TYPE "AccountConnectionType" RENAME TO "AccountConnectionType_old";
+ALTER TYPE "AccountConnectionType_new" RENAME TO "AccountConnectionType";
+DROP TYPE "AccountConnectionType_old";
+COMMIT;
+
+-- AlterEnum
+BEGIN;
+CREATE TYPE "AccountProvider_new" AS ENUM ('user', 'plaid', 'teller');
+ALTER TABLE "account" ALTER COLUMN "provider" TYPE "AccountProvider_new" USING ("provider"::text::"AccountProvider_new");
+ALTER TYPE "AccountProvider" RENAME TO "AccountProvider_old";
+ALTER TYPE "AccountProvider_new" RENAME TO "AccountProvider";
+DROP TYPE "AccountProvider_old";
+COMMIT;
+
+-- AlterEnum
+BEGIN;
+CREATE TYPE "Provider_new" AS ENUM ('PLAID', 'TELLER');
+ALTER TABLE "provider_institution" ALTER COLUMN "provider" TYPE "Provider_new" USING ("provider"::text::"Provider_new");
+ALTER TYPE "Provider" RENAME TO "Provider_old";
+ALTER TYPE "Provider_new" RENAME TO "Provider";
+DROP TYPE "Provider_old";
+COMMIT;
+
+-- DropIndex
+DROP INDEX "account_account_connection_id_finicity_account_id_key";
+
+-- DropIndex
+DROP INDEX "holding_finicity_position_id_key";
+
+-- DropIndex
+DROP INDEX "investment_transaction_finicity_transaction_id_key";
+
+-- DropIndex
+DROP INDEX "security_finicity_security_id_finicity_security_id_type_key";
+
+-- DropIndex
+DROP INDEX "transaction_finicity_transaction_id_key";
+
+-- DropIndex
+DROP INDEX "user_finicity_customer_id_key";
+
+-- DropIndex
+DROP INDEX "user_finicity_username_key";
+
+-- AlterTable
+ALTER TABLE "account" DROP COLUMN "finicity_account_id",
+DROP COLUMN "finicity_detail",
+DROP COLUMN "finicity_type";
+
+-- AlterTable
+ALTER TABLE "account_connection" DROP COLUMN "finicity_error",
+DROP COLUMN "finicity_institution_id",
+DROP COLUMN "finicity_institution_login_id";
+
+-- AlterTable
+ALTER TABLE "holding" DROP COLUMN "finicity_position_id";
+
+-- AlterTable
+ALTER TABLE "investment_transaction" DROP COLUMN "finicity_investment_transaction_type",
+DROP COLUMN "finicity_transaction_id";
+
+-- AlterTable
+ALTER TABLE "security" DROP COLUMN "finicity_asset_class",
+DROP COLUMN "finicity_fi_asset_class",
+DROP COLUMN "finicity_security_id",
+DROP COLUMN "finicity_security_id_type",
+DROP COLUMN "finicity_type";
+
+-- AlterTable
+ALTER TABLE "transaction" DROP COLUMN "finicity_categorization",
+DROP COLUMN "finicity_transaction_id",
+DROP COLUMN "finicity_type";
+
+-- AlterTable
+ALTER TABLE "user" DROP COLUMN "finicity_customer_id",
+DROP COLUMN "finicity_username";

prisma/schema.prisma

@@ -42,7 +42,6 @@ enum AccountSyncStatus {
 
 enum AccountConnectionType {
   plaid
-  finicity
   teller
 }
 
@@ -65,11 +64,6 @@ model AccountConnection {
   plaidError                Json?     @map("plaid_error")
   plaidNewAccountsAvailable Boolean   @default(false) @map("plaid_new_accounts_available")
 
-  // finicity data
-  finicityInstitutionLoginId String? @map("finicity_institution_login_id")
-  finicityInstitutionId      String? @map("finicity_institution_id")
-  finicityError              Json?   @map("finicity_error")
-
   // teller data
   tellerAccessToken   String? @map("teller_access_token")
   tellerEnrollmentId  String? @map("teller_enrollment_id")
@@ -108,7 +102,6 @@ enum AccountCategory {
 enum AccountProvider {
   user
   plaid
-  finicity
   teller
 }
 
@@ -155,11 +148,6 @@ model Account {
   plaidSubtype   String? @map("plaid_subtype")
   plaidLiability Json?   @map("plaid_liability") @db.JsonB
 
-  // finicity data
-  finicityAccountId String? @map("finicity_account_id")
-  finicityType      String? @map("finicity_type")
-  finicityDetail    Json?   @map("finicity_detail") @db.JsonB
-
   // teller data
   tellerAccountId String? @map("teller_account_id")
   tellerType      String? @map("teller_type")
@@ -184,7 +172,6 @@ model Account {
   investmentTransactions InvestmentTransaction[]
 
   @@unique([accountConnectionId, plaidAccountId])
-  @@unique([accountConnectionId, finicityAccountId])
   @@unique([accountConnectionId, tellerAccountId])
   @@index([accountConnectionId])
   @@index([userId])
@@ -215,9 +202,6 @@ model Holding {
   // plaid data
   plaidHoldingId String? @unique @map("plaid_holding_id") // this is an artificial ID `account[<account_id>].security[<security_id>]`
 
-  // finicity data
-  finicityPositionId String? @unique @map("finicity_position_id")
-
   @@map("holding")
 }
 
@@ -250,17 +234,13 @@ model InvestmentTransaction {
   currencyCode String          @default("USD") @map("currency_code")
 
   // Derived from provider types
-  category InvestmentTransactionCategory @default(dbgenerated("\nCASE\n    WHEN (plaid_type = 'buy'::text) THEN 'buy'::\"InvestmentTransactionCategory\"\n    WHEN (plaid_type = 'sell'::text) THEN 'sell'::\"InvestmentTransactionCategory\"\n    WHEN (plaid_subtype = ANY (ARRAY['dividend'::text, 'qualified dividend'::text, 'non-qualified dividend'::text])) THEN 'dividend'::\"InvestmentTransactionCategory\"\n    WHEN (plaid_subtype = ANY (ARRAY['non-resident tax'::text, 'tax'::text, 'tax withheld'::text])) THEN 'tax'::\"InvestmentTransactionCategory\"\n    WHEN ((plaid_type = 'fee'::text) OR (plaid_subtype = ANY (ARRAY['account fee'::text, 'legal fee'::text, 'management fee'::text, 'margin expense'::text, 'transfer fee'::text, 'trust fee'::text]))) THEN 'fee'::\"InvestmentTransactionCategory\"\n    WHEN (plaid_type = 'cash'::text) THEN 'transfer'::\"InvestmentTransactionCategory\"\n    WHEN (plaid_type = 'cancel'::text) THEN 'cancel'::\"InvestmentTransactionCategory\"\n    WHEN (finicity_investment_transaction_type = ANY (ARRAY['purchased'::text, 'purchaseToClose'::text, 'purchaseToCover'::text, 'dividendReinvest'::text, 'reinvestOfIncome'::text])) THEN 'buy'::\"InvestmentTransactionCategory\"\n    WHEN (finicity_investment_transaction_type = ANY (ARRAY['sold'::text, 'soldToClose'::text, 'soldToOpen'::text])) THEN 'sell'::\"InvestmentTransactionCategory\"\n    WHEN (finicity_investment_transaction_type = 'dividend'::text) THEN 'dividend'::\"InvestmentTransactionCategory\"\n    WHEN (finicity_investment_transaction_type = 'tax'::text) THEN 'tax'::\"InvestmentTransactionCategory\"\n    WHEN (finicity_investment_transaction_type = 'fee'::text) THEN 'fee'::\"InvestmentTransactionCategory\"\n    WHEN (finicity_investment_transaction_type = ANY (ARRAY['transfer'::text, 'contribution'::text, 'deposit'::text, 'income'::text, 'interest'::text])) THEN 'transfer'::\"InvestmentTransactionCategory\"\n    WHEN (finicity_investment_transaction_type = 'cancel'::text) THEN 'cancel'::\"InvestmentTransactionCategory\"\n    ELSE 'other'::\"InvestmentTransactionCategory\"\nEND"))
+  category InvestmentTransactionCategory @default(dbgenerated("\nCASE\n    WHEN (plaid_type = 'buy'::text) THEN 'buy'::\"InvestmentTransactionCategory\"\n    WHEN (plaid_type = 'sell'::text) THEN 'sell'::\"InvestmentTransactionCategory\"\n    WHEN (plaid_subtype = ANY (ARRAY['dividend'::text, 'qualified dividend'::text, 'non-qualified dividend'::text])) THEN 'dividend'::\"InvestmentTransactionCategory\"\n    WHEN (plaid_subtype = ANY (ARRAY['non-resident tax'::text, 'tax'::text, 'tax withheld'::text])) THEN 'tax'::\"InvestmentTransactionCategory\"\n    WHEN ((plaid_type = 'fee'::text) OR (plaid_subtype = ANY (ARRAY['account fee'::text, 'legal fee'::text, 'management fee'::text, 'margin expense'::text, 'transfer fee'::text, 'trust fee'::text]))) THEN 'fee'::\"InvestmentTransactionCategory\"\n    WHEN (plaid_type = 'cash'::text) THEN 'transfer'::\"InvestmentTransactionCategory\"\n    WHEN (plaid_type = 'cancel'::text) THEN 'cancel'::\"InvestmentTransactionCategory\"\n    ELSE 'other'::\"InvestmentTransactionCategory\"\nEND"))
 
   // plaid data
   plaidInvestmentTransactionId String? @unique @map("plaid_investment_transaction_id")
   plaidType                    String? @map("plaid_type")
   plaidSubtype                 String? @map("plaid_subtype")
 
-  // finicity data
-  finicityTransactionId             String? @unique @map("finicity_transaction_id")
-  finicityInvestmentTransactionType String? @map("finicity_investment_transaction_type")
-
   @@index([accountId, date])
   @@map("investment_transaction")
 }
@@ -283,18 +263,10 @@ model Security {
   plaidType             String?  @map("plaid_type")
   plaidIsCashEquivalent Boolean? @map("plaid_is_cash_equivalent")
 
-  // finicity data
-  finicitySecurityId     String? @map("finicity_security_id")
-  finicitySecurityIdType String? @map("finicity_security_id_type")
-  finicityType           String? @map("finicity_type")
-  finicityAssetClass     String? @map("finicity_asset_class")
-  finicityFIAssetClass   String? @map("finicity_fi_asset_class")
-
   holdings               Holding[]
   investmentTransactions InvestmentTransaction[]
   pricing                SecurityPricing[]
 
-  @@unique([finicitySecurityId, finicitySecurityIdType])
   @@map("security")
 }
 
@@ -340,7 +312,7 @@ model Transaction {
   currencyCode String           @default("USD") @map("currency_code")
   pending      Boolean          @default(false)
   merchantName String?          @map("merchant_name")
-  category     String           @default(dbgenerated("COALESCE(category_user,\nCASE\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'INCOME'::text) THEN 'Income'::text\n    WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = ANY (ARRAY['LOAN_PAYMENTS_MORTGAGE_PAYMENT'::text, 'RENT_AND_UTILITIES_RENT'::text])) THEN 'Housing Payments'::text\n    WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = 'LOAN_PAYMENTS_CAR_PAYMENT'::text) THEN 'Vehicle Payments'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'LOAN_PAYMENTS'::text) THEN 'Other Payments'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'HOME_IMPROVEMENT'::text) THEN 'Home Improvement'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'GENERAL_MERCHANDISE'::text) THEN 'Shopping'::text\n    WHEN (((plaid_personal_finance_category ->> 'primary'::text) = 'RENT_AND_UTILITIES'::text) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'RENT_AND_UTILITIES_RENT'::text)) THEN 'Utilities'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'FOOD_AND_DRINK'::text) THEN 'Food and Drink'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRANSPORTATION'::text) THEN 'Transportation'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRAVEL'::text) THEN 'Travel'::text\n    WHEN (((plaid_personal_finance_category ->> 'primary'::text) = ANY (ARRAY['PERSONAL_CARE'::text, 'MEDICAL'::text])) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'MEDICAL_VETERINARY_SERVICES'::text)) THEN 'Health'::text\n    WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Income'::text, 'Paycheck'::text])) THEN 'Income'::text\n    WHEN ((finicity_categorization ->> 'category'::text) = 'Mortgage & Rent'::text) THEN 'Housing Payments'::text\n    WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Furnishings'::text, 'Home Services'::text, 'Home Improvement'::text, 'Lawn and Garden'::text])) THEN 'Home Improvement'::text\n    WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Streaming Services'::text, 'Home Phone'::text, 'Television'::text, 'Bills & Utilities'::text, 'Utilities'::text, 'Internet / Broadband Charges'::text, 'Mobile Phone'::text])) THEN 'Utilities'::text\n    WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Fast Food'::text, 'Food & Dining'::text, 'Restaurants'::text, 'Coffee Shops'::text, 'Alcohol & Bars'::text, 'Groceries'::text])) THEN 'Food and Drink'::text\n    WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Auto & Transport'::text, 'Gas & Fuel'::text, 'Auto Insurance'::text])) THEN 'Transportation'::text\n    WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Hotel'::text, 'Travel'::text, 'Rental Car & Taxi'::text])) THEN 'Travel'::text\n    WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Health Insurance'::text, 'Doctor'::text, 'Pharmacy'::text, 'Eyecare'::text, 'Health & Fitness'::text, 'Personal Care'::text])) THEN 'Health'::text\n    WHEN (teller_category = 'income'::text) THEN 'Income'::text\n    WHEN (teller_category = 'home'::text) THEN 'Home Improvement'::text\n    WHEN (teller_category = ANY (ARRAY['phone'::text, 'utilities'::text])) THEN 'Utilities'::text\n    WHEN (teller_category = ANY (ARRAY['dining'::text, 'bar'::text, 'groceries'::text])) THEN 'Food and Drink'::text\n    WHEN (teller_category = ANY (ARRAY['clothing'::text, 'entertainment'::text, 'shopping'::text, 'electronics'::text, 'software'::text, 'sport'::text])) THEN 'Shopping'::text\n    WHEN (teller_category = ANY (ARRAY['transportation'::text, 'fuel'::text])) THEN 'Transportation'::text\n    WHEN (teller_category = ANY (ARRAY['accommodation'::text, 'transport'::text])) THEN 'Travel'::text\n    WHEN (teller_category = 'health'::text) THEN 'Health'::text\n    WHEN (teller_category = ANY (ARRAY['loan'::text, 'tax'::text, 'insurance'::text, 'office'::text])) THEN 'Other Payments'::text\n    ELSE 'Other'::text\nEND)"))
+  category     String           @default(dbgenerated("COALESCE(category_user,\nCASE\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'INCOME'::text) THEN 'Income'::text\n    WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = ANY (ARRAY['LOAN_PAYMENTS_MORTGAGE_PAYMENT'::text, 'RENT_AND_UTILITIES_RENT'::text])) THEN 'Housing Payments'::text\n    WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = 'LOAN_PAYMENTS_CAR_PAYMENT'::text) THEN 'Vehicle Payments'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'LOAN_PAYMENTS'::text) THEN 'Other Payments'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'HOME_IMPROVEMENT'::text) THEN 'Home Improvement'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'GENERAL_MERCHANDISE'::text) THEN 'Shopping'::text\n    WHEN (((plaid_personal_finance_category ->> 'primary'::text) = 'RENT_AND_UTILITIES'::text) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'RENT_AND_UTILITIES_RENT'::text)) THEN 'Utilities'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'FOOD_AND_DRINK'::text) THEN 'Food and Drink'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRANSPORTATION'::text) THEN 'Transportation'::text\n    WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRAVEL'::text) THEN 'Travel'::text\n    WHEN (((plaid_personal_finance_category ->> 'primary'::text) = ANY (ARRAY['PERSONAL_CARE'::text, 'MEDICAL'::text])) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'MEDICAL_VETERINARY_SERVICES'::text)) THEN 'Health'::text\n    WHEN (teller_category = 'income'::text) THEN 'Income'::text\n    WHEN (teller_category = 'home'::text) THEN 'Home Improvement'::text\n    WHEN (teller_category = ANY (ARRAY['phone'::text, 'utilities'::text])) THEN 'Utilities'::text\n    WHEN (teller_category = ANY (ARRAY['dining'::text, 'bar'::text, 'groceries'::text])) THEN 'Food and Drink'::text\n    WHEN (teller_category = ANY (ARRAY['clothing'::text, 'entertainment'::text, 'shopping'::text, 'electronics'::text, 'software'::text, 'sport'::text])) THEN 'Shopping'::text\n    WHEN (teller_category = ANY (ARRAY['transportation'::text, 'fuel'::text])) THEN 'Transportation'::text\n    WHEN (teller_category = ANY (ARRAY['accommodation'::text, 'transport'::text])) THEN 'Travel'::text\n    WHEN (teller_category = 'health'::text) THEN 'Health'::text\n    WHEN (teller_category = ANY (ARRAY['loan'::text, 'tax'::text, 'insurance'::text, 'office'::text])) THEN 'Other Payments'::text\n    ELSE 'Other'::text\nEND)"))
   categoryUser String?          @map("category_user")
   excluded     Boolean          @default(false)
 
@@ -355,11 +327,6 @@ model Transaction {
   plaidCategoryId              String?  @map("plaid_category_id")
   plaidPersonalFinanceCategory Json?    @map("plaid_personal_finance_category")
 
-  // finicity data
-  finicityTransactionId  String? @unique @map("finicity_transaction_id")
-  finicityType           String? @map("finicity_type")
-  finicityCategorization Json?   @map("finicity_categorization") @db.JsonB
-
   // teller data
   tellerTransactionId String? @unique @map("teller_transaction_id")
   tellerType          String? @map("teller_type")
@@ -442,10 +409,6 @@ model User {
   stripeCurrentPeriodEnd DateTime? @map("stripe_current_period_end") @db.Timestamptz(6)
   stripeCancelAt         DateTime? @map("stripe_cancel_at") @db.Timestamptz(6)
 
-  // finicity data
-  finicityUsername   String? @unique @map("finicity_username")
-  finicityCustomerId String? @unique @map("finicity_customer_id")
-
   // plaid data
   plaidLinkToken String? @map("plaid_link_token") // temporary token stored to maintain state across browsers
 
@@ -492,7 +455,6 @@ model Institution {
 
 enum Provider {
   PLAID
-  FINICITY
   TELLER
 }
 

prisma/seed.ts

@@ -1,4 +1,5 @@
 import { Institution, PrismaClient, Provider } from '@prisma/client'
+import bcrypt from 'bcrypt'
 
 const prisma = new PrismaClient()
 
@@ -12,22 +13,32 @@ async function main() {
         {
             id: 1,
             name: 'Capital One',
-            providers: [
-                { provider: 'PLAID', providerId: 'ins_9', rank: 1 },
-                { provider: 'FINICITY', providerId: '170778' },
-            ],
+            providers: [{ provider: 'PLAID', providerId: 'ins_9', rank: 1 }],
         },
         {
             id: 2,
             name: 'Discover Bank',
-            providers: [
-                { provider: 'PLAID', providerId: 'ins_33' },
-                { provider: 'FINICITY', providerId: '13796', rank: 1 },
-            ],
+            providers: [{ provider: 'PLAID', providerId: 'ins_33' }],
         },
     ]
 
+    const hashedPassword = await bcrypt.hash('TestPassword123', 10)
+
     await prisma.$transaction([
+        // create testing auth user
+        prisma.authUser.upsert({
+            where: {
+                id: 'test_ec3ee8a4-fa01-4f11-8ac5-9c49dd7fbae4',
+            },
+            create: {
+                id: 'test_ec3ee8a4-fa01-4f11-8ac5-9c49dd7fbae4',
+                firstName: 'James',
+                lastName: 'Bond',
+                email: 'bond@007.com',
+                password: hashedPassword,
+            },
+            update: {},
+        }),
         // create institution linked to provider institutions
         ...institutions.map(({ id, name, providers }) =>
             prisma.institution.upsert({

tools/test-data/finicity/index.ts

@@ -1 +0,0 @@
-export * from './finicityTestData'

tools/test-data/index.ts

@@ -1,3 +1,2 @@
-export * as FinicityTestData from './finicity'
 export * as PlaidTestData from './plaid'
 export * as PolygonTestData from './polygon'

tsconfig.base.json

@@ -19,7 +19,6 @@
             "@maybe-finance/client/features": ["libs/client/features/src/index.ts"],
             "@maybe-finance/client/shared": ["libs/client/shared/src/index.ts"],
             "@maybe-finance/design-system": ["libs/design-system/src/index.ts"],
-            "@maybe-finance/finicity-api": ["libs/finicity-api/src/index.ts"],
             "@maybe-finance/server/features": ["libs/server/features/src/index.ts"],
             "@maybe-finance/server/shared": ["libs/server/shared/src/index.ts"],
             "@maybe-finance/shared": ["libs/shared/src/index.ts"],

workspace.json

@@ -230,30 +230,6 @@
             "tags": ["scope:app"],
             "implicitDependencies": ["client", "server", "workers"]
         },
-        "finicity-api": {
-            "$schema": "../../node_modules/nx/schemas/project-schema.json",
-            "root": "libs/finicity-api",
-            "sourceRoot": "libs/finicity-api/src",
-            "projectType": "library",
-            "targets": {
-                "lint": {
-                    "executor": "@nrwl/linter:eslint",
-                    "outputs": ["{options.outputFile}"],
-                    "options": {
-                        "lintFilePatterns": ["libs/finicity-api/**/*.ts"]
-                    }
-                },
-                "test": {
-                    "executor": "@nrwl/jest:jest",
-                    "outputs": ["coverage/libs/finicity-api"],
-                    "options": {
-                        "jestConfig": "libs/finicity-api/jest.config.ts",
-                        "passWithNoTests": true
-                    }
-                }
-            },
-            "tags": ["scope:shared"]
-        },
         "server": {
             "$schema": "../../node_modules/nx/schemas/project-schema.json",
             "root": "apps/server",

yarn.lock

@@ -2,6 +2,11 @@
 # yarn lockfile v1
 
 
+"@alloc/quick-lru@^5.2.0":
+  version "5.2.0"
+  resolved "https://registry.yarnpkg.com/@alloc/quick-lru/-/quick-lru-5.2.0.tgz#7bf68b20c0a350f936915fcae06f58e32007ce30"
+  integrity sha512-UrcABB+4bUrFABwbluTIBErXwvbsU/V7TZWfmbgJfbkwiBuziS9gxdODUyuiecfdGQ85jglMW6juS3+z5TsKLw==
+
 "@ampproject/remapping@^2.1.0":
   version "2.1.2"
   resolved "https://registry.yarnpkg.com/@ampproject/remapping/-/remapping-2.1.2.tgz#4edca94973ded9630d20101cd8559cedb8d8bd34"
@@ -1760,11 +1765,6 @@
     lodash.isundefined "^3.0.1"
     lodash.uniq "^4.5.0"
 
-"@finicity/connect-web-sdk@^1.0.0-rc.4":
-  version "1.0.0-rc.4"
-  resolved "https://registry.yarnpkg.com/@finicity/connect-web-sdk/-/connect-web-sdk-1.0.0-rc.4.tgz#e8ec00b150a82fcc6e4adf7567e7b0d7b592f808"
-  integrity sha512-rt69OxN1KygXSPVlJyZrEFMpe614uEuNBXTg96wZ5kOWmCRVUOy4X3E7244iGV/Llgi3czSmz9TtMxwIMKibNA==
-
 "@gar/promisify@^1.0.1":
   version "1.1.3"
   resolved "https://registry.yarnpkg.com/@gar/promisify/-/promisify-1.1.3.tgz#555193ab2e3bb3b6adc3d551c9c030d9e860daf6"
@@ -1811,6 +1811,18 @@
   resolved "https://registry.yarnpkg.com/@ioredis/commands/-/commands-1.2.0.tgz#6d61b3097470af1fdbbe622795b8921d42018e11"
   integrity sha512-Sx1pU8EM64o2BrqNpEO1CNLtKQwyhuXuqyfH7oGKCk+1a33d2r5saW8zNwm3j6BTExtjrv2BxTgzzkMwts6vGg==
 
+"@isaacs/cliui@^8.0.2":
+  version "8.0.2"
+  resolved "https://registry.yarnpkg.com/@isaacs/cliui/-/cliui-8.0.2.tgz#b37667b7bc181c168782259bab42474fbf52b550"
+  integrity sha512-O8jcjabXaleOG9DQ0+ARXWZBTfnP4WNAqzuiJK7ll44AmxGKv/J2M4TPjxjY3znBCfvBXFzucm1twdyFybFqEA==
+  dependencies:
+    string-width "^5.1.2"
+    string-width-cjs "npm:string-width@^4.2.0"
+    strip-ansi "^7.0.1"
+    strip-ansi-cjs "npm:strip-ansi@^6.0.1"
+    wrap-ansi "^8.1.0"
+    wrap-ansi-cjs "npm:wrap-ansi@^7.0.0"
+
 "@istanbuljs/load-nyc-config@^1.0.0":
   version "1.1.0"
   resolved "https://registry.yarnpkg.com/@istanbuljs/load-nyc-config/-/load-nyc-config-1.1.0.tgz#fd3db1d59ecf7cf121e80650bb86712f9b55eced"
@@ -2736,6 +2748,11 @@
   dependencies:
     esquery "^1.0.1"
 
+"@pkgjs/parseargs@^0.11.0":
+  version "0.11.0"
+  resolved "https://registry.yarnpkg.com/@pkgjs/parseargs/-/parseargs-0.11.0.tgz#a77ea742fab25775145434eb1d2328cf5013ac33"
+  integrity sha512-+1VkjdD0QBLPodGrJUeqarH8VAIvQODIbwh9XpP5Syisf7YoQgsJKPNFoqqLQlu+VQ/tVSshMR6loPMn8U+dPg==
+
 "@pkgr/utils@^2.3.1":
   version "2.3.1"
   resolved "https://registry.yarnpkg.com/@pkgr/utils/-/utils-2.3.1.tgz#0a9b06ffddee364d6642b3cd562ca76f55b34a03"
@@ -4055,22 +4072,17 @@
   dependencies:
     defer-to-connect "^2.0.0"
 
-"@tailwindcss/forms@^0.5.3":
-  version "0.5.3"
-  resolved "https://registry.yarnpkg.com/@tailwindcss/forms/-/forms-0.5.3.tgz#e4d7989686cbcaf416c53f1523df5225332a86e7"
-  integrity sha512-y5mb86JUoiUgBjY/o6FJSFZSEttfb3Q5gllE4xoKjAAD+vBrnIhE4dViwUuow3va8mpH4s9jyUbUbrRGoRdc2Q==
+"@tailwindcss/forms@^0.5.7":
+  version "0.5.7"
+  resolved "https://registry.yarnpkg.com/@tailwindcss/forms/-/forms-0.5.7.tgz#db5421f062a757b5f828bc9286ba626c6685e821"
+  integrity sha512-QE7X69iQI+ZXwldE+rzasvbJiyV/ju1FGHH0Qn2W3FKbuYtqp8LKcy6iSw79fVUT5/Vvf+0XgLCeYVG+UV6hOw==
   dependencies:
     mini-svg-data-uri "^1.2.3"
 
-"@tailwindcss/line-clamp@^0.4.2":
-  version "0.4.2"
-  resolved "https://registry.yarnpkg.com/@tailwindcss/line-clamp/-/line-clamp-0.4.2.tgz#f353c5a8ab2c939c6267ac5b907f012e5ee130f9"
-  integrity sha512-HFzAQuqYCjyy/SX9sLGB1lroPzmcnWv1FHkIpmypte10hptf4oPUfucryMKovZh2u0uiS9U5Ty3GghWfEJGwVw==
-
-"@tailwindcss/typography@^0.5.8":
-  version "0.5.8"
-  resolved "https://registry.yarnpkg.com/@tailwindcss/typography/-/typography-0.5.8.tgz#8fb31db5ab0590be6dfa062b1535ac86ad9d12bf"
-  integrity sha512-xGQEp8KXN8Sd8m6R4xYmwxghmswrd0cPnNI2Lc6fmrC3OojysTBJJGSIVwPV56q4t6THFUK3HJ0EaWwpglSxWw==
+"@tailwindcss/typography@^0.5.10":
+  version "0.5.10"
+  resolved "https://registry.yarnpkg.com/@tailwindcss/typography/-/typography-0.5.10.tgz#2abde4c6d5c797ab49cf47610830a301de4c1e0a"
+  integrity sha512-Pe8BuPJQJd3FfRnm6H0ulKIGoMEQS+Vq01R6M5aCrFB/ccR/shT+0kXLjouGC1gFLm9hopTFN+DMP0pfwRWzPw==
   dependencies:
     lodash.castarray "^4.4.0"
     lodash.isplainobject "^4.0.6"
@@ -5908,16 +5920,7 @@ acorn-jsx@^5.3.1, acorn-jsx@^5.3.2:
   resolved "https://registry.yarnpkg.com/acorn-jsx/-/acorn-jsx-5.3.2.tgz#7ed5bb55908b3b2f1bc55c6af1653bada7f07937"
   integrity sha512-rq9s+JNhf0IChjtDXxllJ7g41oZk5SlXtp0LHwyA5cejwn7vKmKp4pPri6YEePv2PU65sAsegbXtIinmDFDXgQ==
 
-acorn-node@^1.8.2:
-  version "1.8.2"
-  resolved "https://registry.yarnpkg.com/acorn-node/-/acorn-node-1.8.2.tgz#114c95d64539e53dede23de8b9d96df7c7ae2af8"
-  integrity sha512-8mt+fslDufLYntIoPAaIMUe/lrbrehIiwmR3t2k9LljIzoigEPF27eLk2hy8zSGzmR/ogr7zbRKINMo1u0yh5A==
-  dependencies:
-    acorn "^7.0.0"
-    acorn-walk "^7.0.0"
-    xtend "^4.0.2"
-
-acorn-walk@^7.0.0, acorn-walk@^7.1.1, acorn-walk@^7.2.0:
+acorn-walk@^7.1.1, acorn-walk@^7.2.0:
   version "7.2.0"
   resolved "https://registry.yarnpkg.com/acorn-walk/-/acorn-walk-7.2.0.tgz#0de889a601203909b0fbe07b8938dc21d2e967bc"
   integrity sha512-OPdCF6GsMIP+Az+aWfAAOEt2/+iVDKE7oy6lJ098aoe59oAmK76qV6Gw60SbZ8jHuG2wH058GF4pLFbYamYrVA==
@@ -5932,7 +5935,7 @@ acorn@^6.4.1:
   resolved "https://registry.yarnpkg.com/acorn/-/acorn-6.4.2.tgz#35866fd710528e92de10cf06016498e47e39e1e6"
   integrity sha512-XtGIhXwF8YM8bJhGxG5kXgjkEuNGLTkoYqVE+KMR+aspr4KGYmKYg7yUe3KghyQ9yheNwLnjmzh/7+gfDBmHCQ==
 
-acorn@^7.0.0, acorn@^7.1.1, acorn@^7.4.1:
+acorn@^7.1.1, acorn@^7.4.1:
   version "7.4.1"
   resolved "https://registry.yarnpkg.com/acorn/-/acorn-7.4.1.tgz#feaed255973d2e77555b83dbc08851a6c63520fa"
   integrity sha512-nQyp0o1/mNdbTO1PO6kHkwSrmgZ0MT/jCCpNiwbUjGoRN4dlBhqJtoQuCnEOKzgTVwg0ZWiCoQy6SxMebQVh8A==
@@ -6112,6 +6115,11 @@ ansi-styles@^6.0.0:
   resolved "https://registry.yarnpkg.com/ansi-styles/-/ansi-styles-6.1.0.tgz#87313c102b8118abd57371afab34618bf7350ed3"
   integrity sha512-VbqNsoz55SYGczauuup0MFUyXNQviSpFTj1RQtFzmQLk18qbVSpTFFGMT293rmDaQuKCT6InmbuEyUne4mTuxQ==
 
+ansi-styles@^6.1.0:
+  version "6.2.1"
+  resolved "https://registry.yarnpkg.com/ansi-styles/-/ansi-styles-6.2.1.tgz#0e62320cf99c21afff3b3012192546aacbfb05c5"
+  integrity sha512-bN798gFfQX+viw3R7yrGWRqnrN2oRkEkUjjl4JNn4E8GxxbjtG3FbrEIIY3l8/hrwUwIeCZvi4QuOTP4MErVug==
+
 ansi-to-html@^0.6.11:
   version "0.6.15"
   resolved "https://registry.yarnpkg.com/ansi-to-html/-/ansi-to-html-0.6.15.tgz#ac6ad4798a00f6aa045535d7f6a9cb9294eebea7"
@@ -6119,6 +6127,11 @@ ansi-to-html@^0.6.11:
   dependencies:
     entities "^2.0.0"
 
+any-promise@^1.0.0:
+  version "1.3.0"
+  resolved "https://registry.yarnpkg.com/any-promise/-/any-promise-1.3.0.tgz#abc6afeedcea52e809cdc0376aed3ce39635d17f"
+  integrity sha512-7UvmKalWRt1wgjL1RrGxoSJW/0QZFIegpeGvZG9kjp8vrRu55XTHbwnqq2GpXm9uLbcuhxm3IqX9OB4MZR1b2A==
+
 anymatch@^2.0.0:
   version "2.0.0"
   resolved "https://registry.yarnpkg.com/anymatch/-/anymatch-2.0.0.tgz#bcb24b4f37934d9aa7ac17b4adaf89e7c76ef2eb"
@@ -6972,6 +6985,13 @@ brace-expansion@^1.1.7:
     balanced-match "^1.0.0"
     concat-map "0.0.1"
 
+brace-expansion@^2.0.1:
+  version "2.0.1"
+  resolved "https://registry.yarnpkg.com/brace-expansion/-/brace-expansion-2.0.1.tgz#1edc459e0f0c548486ecf9fc99f2221364b9a0ae"
+  integrity sha512-XnAIvQ8eM+kC6aULx6wuQiwVsnzsi9d3WxzV3FpWTGA19F621kwdbsAcFKXgKUHZWsy+mY6iL1sHTxWEFCytDA==
+  dependencies:
+    balanced-match "^1.0.0"
+
 braces@^2.3.1, braces@^2.3.2:
   version "2.3.2"
   resolved "https://registry.yarnpkg.com/braces/-/braces-2.3.2.tgz#5979fd3f14cd531565e5fa2df1abfff1dfaee729"
@@ -7743,7 +7763,7 @@ color-name@1.1.3:
   resolved "https://registry.yarnpkg.com/color-name/-/color-name-1.1.3.tgz#a7d0558bd89c42f795dd42328f740831ca53bc25"
   integrity sha512-72fSenhMw2HZMTVHeCA9KCmpEIbzWiQsjN+BHcBbS9vr1mtt+vJjPdksIBNUmKAW8TFUDPJK5SUU3QhE9NEXDw==
 
-color-name@^1.0.0, color-name@^1.1.4, color-name@~1.1.4:
+color-name@^1.0.0, color-name@~1.1.4:
   version "1.1.4"
   resolved "https://registry.yarnpkg.com/color-name/-/color-name-1.1.4.tgz#c2a09a87acbde69543de6f63fa3995c826c536a2"
   integrity sha512-dOy+3AuW3a2wNbZHIuMZpTcgjGuLU/uBL/ubcZF9OXbDo8ff4O8yVp5Bf0efS8uEoYo5q4Fx7dY9OgQGXgAsQA==
@@ -7814,7 +7834,7 @@ commander@^2.19.0, commander@^2.20.0:
   resolved "https://registry.yarnpkg.com/commander/-/commander-2.20.3.tgz#fd485e84c03eb4881c20722ba48035e8531aeb33"
   integrity sha512-GpVkmM8vF2vQUkj2LvZmD35JxeJOLCwJ9cUkugyk2nuhbv3+mJvpLYYt+0+USMxE+oj+ey/lJEnhZw75x/OMcQ==
 
-commander@^4.1.1:
+commander@^4.0.0, commander@^4.1.1:
   version "4.1.1"
   resolved "https://registry.yarnpkg.com/commander/-/commander-4.1.1.tgz#9fd602bd936294e9e9ef46a3f4d6964044b18068"
   integrity sha512-NOKm8xhkzAjzFx8B2v5OAHT+u5pRQc2UCa2Vq9jYL/31o2wi9mxBA7LIFs3sV5VSC49z6pEhfbMULvShKj26WA==
@@ -8757,11 +8777,6 @@ define-property@^2.0.2:
     is-descriptor "^1.0.2"
     isobject "^3.0.1"
 
-defined@^1.0.0:
-  version "1.0.0"
-  resolved "https://registry.yarnpkg.com/defined/-/defined-1.0.0.tgz#c98d9bcef75674188e110969151199e39b1fa693"
-  integrity sha1-yY2bzvdWdBiOEQlpFRGZ45sfppM=
-
 delayed-stream@~1.0.0:
   version "1.0.0"
   resolved "https://registry.yarnpkg.com/delayed-stream/-/delayed-stream-1.0.0.tgz#df3ae199acadfb7d440aaae0b29e2272b24ec619"
@@ -8842,15 +8857,6 @@ detect-port@^1.3.0:
     address "^1.0.1"
     debug "^2.6.0"
 
-detective@^5.2.1:
-  version "5.2.1"
-  resolved "https://registry.yarnpkg.com/detective/-/detective-5.2.1.tgz#6af01eeda11015acb0e73f933242b70f24f91034"
-  integrity sha512-v9XE1zRnz1wRtgurGu0Bs8uHKFSTdteYZNbIPFVhUZ39L/S79ppMpdmVOZAnoz1jfEFodc48n6MX483Xo3t1yw==
-  dependencies:
-    acorn-node "^1.8.2"
-    defined "^1.0.0"
-    minimist "^1.2.6"
-
 didyoumean@^1.2.2:
   version "1.2.2"
   resolved "https://registry.yarnpkg.com/didyoumean/-/didyoumean-1.2.2.tgz#989346ffe9e839b4555ecf5666edea0d3e8ad037"
@@ -10148,6 +10154,17 @@ fast-glob@^3.2.11, fast-glob@^3.2.12:
     merge2 "^1.3.0"
     micromatch "^4.0.4"
 
+fast-glob@^3.3.0:
+  version "3.3.2"
+  resolved "https://registry.yarnpkg.com/fast-glob/-/fast-glob-3.3.2.tgz#a904501e57cfdd2ffcded45e99a54fef55e46129"
+  integrity sha512-oX2ruAFQwf/Orj8m737Y5adxDQO0LAB7/S5MnxCdTNDd4p6BsyIVsv9JQsATbTSq8KHRpLwIHbVlUNatxd+1Ow==
+  dependencies:
+    "@nodelib/fs.stat" "^2.0.2"
+    "@nodelib/fs.walk" "^1.2.3"
+    glob-parent "^5.1.2"
+    merge2 "^1.3.0"
+    micromatch "^4.0.4"
+
 fast-json-parse@^1.0.3:
   version "1.0.3"
   resolved "https://registry.yarnpkg.com/fast-json-parse/-/fast-json-parse-1.0.3.tgz#43e5c61ee4efa9265633046b770fb682a7577c4d"
@@ -10428,6 +10445,14 @@ foreground-child@^2.0.0:
     cross-spawn "^7.0.0"
     signal-exit "^3.0.2"
 
+foreground-child@^3.1.0:
+  version "3.1.1"
+  resolved "https://registry.yarnpkg.com/foreground-child/-/foreground-child-3.1.1.tgz#1d173e776d75d2772fed08efe4a0de1ea1b12d0d"
+  integrity sha512-TMKDUnIte6bfb5nWv7V/caI169OHgvwjb7V4WkeUvbQQdjr5rWKqHFiKWb/fcOwB+CzBT+qbWjvj+DVwRskpIg==
+  dependencies:
+    cross-spawn "^7.0.0"
+    signal-exit "^4.0.1"
+
 forever-agent@~0.6.1:
   version "0.6.1"
   resolved "https://registry.yarnpkg.com/forever-agent/-/forever-agent-0.6.1.tgz#fbc71f0c41adeb37f96c577ad1ed42d8fdacca91"
@@ -10653,6 +10678,11 @@ function-bind@^1.1.1:
   resolved "https://registry.yarnpkg.com/function-bind/-/function-bind-1.1.1.tgz#a56899d3ea3c9bab874bb9773b7c5ede92f4895d"
   integrity sha512-yIovAzMX49sF8Yl58fSCWJ5svSLuaibPxXQJFLmBObTuCr0Mf1KiPopGM9NiFjiYBCbfaa2Fh6breQ6ANVTI0A==
 
+function-bind@^1.1.2:
+  version "1.1.2"
+  resolved "https://registry.yarnpkg.com/function-bind/-/function-bind-1.1.2.tgz#2c02d864d97f3ea6c8830c464cbd11ab6eab7a1c"
+  integrity sha512-7XHNxH7qX9xG5mIwxkhumTox/MIRNcOgDrxWsMt2pAr23WHp6MrRlN7FBSFpCpr+oVO0F744iUgR82nJMfG2SA==
+
 function.prototype.name@^1.1.0, function.prototype.name@^1.1.5:
   version "1.1.5"
   resolved "https://registry.yarnpkg.com/function.prototype.name/-/function.prototype.name-1.1.5.tgz#cce0505fe1ffb80503e6f9e46cc64e46a12a9621"
@@ -10867,6 +10897,17 @@ glob@7.1.7:
     once "^1.3.0"
     path-is-absolute "^1.0.0"
 
+glob@^10.3.10:
+  version "10.3.10"
+  resolved "https://registry.yarnpkg.com/glob/-/glob-10.3.10.tgz#0351ebb809fd187fe421ab96af83d3a70715df4b"
+  integrity sha512-fa46+tv1Ak0UPK1TOy/pZrIybNNt4HCv7SDzwyfiOZkvZLEbjsZkJBPtDHVshZjbecAoAGSC20MjLDG/qr679g==
+  dependencies:
+    foreground-child "^3.1.0"
+    jackspeak "^2.3.5"
+    minimatch "^9.0.1"
+    minipass "^5.0.0 || ^6.0.2 || ^7.0.0"
+    path-scurry "^1.10.1"
+
 glob@^7.1.3, glob@^7.1.4, glob@^7.1.6:
   version "7.2.3"
   resolved "https://registry.yarnpkg.com/glob/-/glob-7.2.3.tgz#b8df0fb802bbfa8e89bd1d938b4e16578ed44f2b"
@@ -11167,6 +11208,13 @@ hash.js@^1.0.0, hash.js@^1.0.3:
     inherits "^2.0.3"
     minimalistic-assert "^1.0.1"
 
+hasown@^2.0.0:
+  version "2.0.0"
+  resolved "https://registry.yarnpkg.com/hasown/-/hasown-2.0.0.tgz#f4c513d454a57b7c7e1650778de226b11700546c"
+  integrity sha512-vUptKVTpIJhcczKBbgnS+RtcuYMB8+oNzPK2/Hp3hanz8JmpATdmmgLgSaadVREkDm+e2giHwY3ZRkyjSIDDFA==
+  dependencies:
+    function-bind "^1.1.2"
+
 hast-to-hyperscript@^9.0.0:
   version "9.0.1"
   resolved "https://registry.yarnpkg.com/hast-to-hyperscript/-/hast-to-hyperscript-9.0.1.tgz#9b67fd188e4c81e8ad66f803855334173920218d"
@@ -11880,6 +11928,13 @@ is-core-module@^2.10.0:
   dependencies:
     has "^1.0.3"
 
+is-core-module@^2.13.0:
+  version "2.13.1"
+  resolved "https://registry.yarnpkg.com/is-core-module/-/is-core-module-2.13.1.tgz#ad0d7532c6fea9da1ebdc82742d74525c6273384"
+  integrity sha512-hHrIjvZsftOsvKSn2TRYl63zvxsgE0K+0mYMoH6gD4omR5IWB2KynivBQczo3+wF1cCkjzvptnI9Q0sPU66ilw==
+  dependencies:
+    hasown "^2.0.0"
+
 is-core-module@^2.2.0:
   version "2.8.1"
   resolved "https://registry.yarnpkg.com/is-core-module/-/is-core-module-2.8.1.tgz#f59fdfca701d5879d0a6b100a40aa1560ce27211"
@@ -12327,6 +12382,15 @@ iterate-value@^1.0.2:
     es-get-iterator "^1.0.2"
     iterate-iterator "^1.0.1"
 
+jackspeak@^2.3.5:
+  version "2.3.6"
+  resolved "https://registry.yarnpkg.com/jackspeak/-/jackspeak-2.3.6.tgz#647ecc472238aee4b06ac0e461acc21a8c505ca8"
+  integrity sha512-N3yCS/NegsOBokc8GAdM8UcmfsKiSS8cipheD/nivzr700H+nsMOxJjQnvwOcRYVuFkdH0wGUvW2WbXGmrZGbQ==
+  dependencies:
+    "@isaacs/cliui" "^8.0.2"
+  optionalDependencies:
+    "@pkgjs/parseargs" "^0.11.0"
+
 jake@^10.8.5:
   version "10.8.5"
   resolved "https://registry.yarnpkg.com/jake/-/jake-10.8.5.tgz#f2183d2c59382cb274226034543b9c03b8164c46"
@@ -12884,6 +12948,11 @@ jest@28.1.1:
     import-local "^3.0.2"
     jest-cli "^28.1.1"
 
+jiti@^1.19.1:
+  version "1.21.0"
+  resolved "https://registry.yarnpkg.com/jiti/-/jiti-1.21.0.tgz#7c97f8fe045724e136a397f7340475244156105d"
+  integrity sha512-gFqAIbuKyyso/3G2qhiO2OM6shY6EPP/R0+mkDbyspxKazh8BXDC5FiFsUjlczgdNz/vfra0da2y+aHrusLG/Q==
+
 joi@^17.6.0:
   version "17.6.0"
   resolved "https://registry.yarnpkg.com/joi/-/joi-17.6.0.tgz#0bb54f2f006c09a96e75ce687957bd04290054b2"
@@ -13310,10 +13379,15 @@ lilconfig@2.0.4, lilconfig@^2.0.3, lilconfig@^2.0.4:
   resolved "https://registry.yarnpkg.com/lilconfig/-/lilconfig-2.0.4.tgz#f4507d043d7058b380b6a8f5cb7bcd4b34cee082"
   integrity sha512-bfTIN7lEsiooCocSISTWXkiWJkRqtL9wYtYy+8EK3Y41qh3mpwPU0ycTOgjdY9ErwXCc8QyrQp82bdL0Xkm9yA==
 
-lilconfig@^2.0.5, lilconfig@^2.0.6:
-  version "2.0.6"
-  resolved "https://registry.yarnpkg.com/lilconfig/-/lilconfig-2.0.6.tgz#32a384558bd58af3d4c6e077dd1ad1d397bc69d4"
-  integrity sha512-9JROoBW7pobfsx+Sq2JsASvCo6Pfo6WWoUW79HuB1BCoBXD4PLWJPqDF6fNj67pqBYTbAHkE57M1kS/+L1neOg==
+lilconfig@^2.1.0:
+  version "2.1.0"
+  resolved "https://registry.yarnpkg.com/lilconfig/-/lilconfig-2.1.0.tgz#78e23ac89ebb7e1bfbf25b18043de756548e7f52"
+  integrity sha512-utWOt/GHzuUxnLKxB6dk81RoOeoNeHgbrXiuGk4yyF5qlRz+iIVWu56E2fqGHFrXz0QNUhLB/8nKqvRH66JKGQ==
+
+lilconfig@^3.0.0:
+  version "3.0.0"
+  resolved "https://registry.yarnpkg.com/lilconfig/-/lilconfig-3.0.0.tgz#f8067feb033b5b74dab4602a5f5029420be749bc"
+  integrity sha512-K2U4W2Ff5ibV7j7ydLr+zLAkIg5JJ4lPn1Ltsdt+Tz/IjQ8buJ55pZAxoP34lqIiwtF9iAvtLv3JGv7CAyAg+g==
 
 limiter@^1.1.5:
   version "1.1.5"
@@ -13681,6 +13755,11 @@ lru-cache@^6.0.0:
   dependencies:
     yallist "^4.0.0"
 
+"lru-cache@^9.1.1 || ^10.0.0":
+  version "10.1.0"
+  resolved "https://registry.yarnpkg.com/lru-cache/-/lru-cache-10.1.0.tgz#2098d41c2dc56500e6c88584aa656c84de7d0484"
+  integrity sha512-/1clY/ui8CzjKFyjdvwPWJUYKiFVXG2I2cY0ssG7h4+hwk+XOIX7ZSG9Q7TW8TW3Kp3BUSqgFWBLgL4PJ+Blag==
+
 lru-cache@~4.0.0:
   version "4.0.2"
   resolved "https://registry.yarnpkg.com/lru-cache/-/lru-cache-4.0.2.tgz#1d17679c069cda5d040991a09dbc2c0db377e55e"
@@ -14116,6 +14195,13 @@ minimatch@^3.0.4, minimatch@^3.1.1, minimatch@^3.1.2:
   dependencies:
     brace-expansion "^1.1.7"
 
+minimatch@^9.0.1:
+  version "9.0.3"
+  resolved "https://registry.yarnpkg.com/minimatch/-/minimatch-9.0.3.tgz#a6e00c3de44c3a542bfaae70abfc22420a6da825"
+  integrity sha512-RHiac9mvaRw0x3AYRgDC1CxAP7HTcNrrECeA8YYJeWnpo+2Q5CegtZjaotWTWxDG3UeGA1coE05iH1mPjT/2mg==
+  dependencies:
+    brace-expansion "^2.0.1"
+
 minimist@^1.1.1:
   version "1.2.5"
   resolved "https://registry.yarnpkg.com/minimist/-/minimist-1.2.5.tgz#67d66014b66a6a8aaa0c083c5fd58df4e4e97602"
@@ -14159,6 +14245,11 @@ minipass@^5.0.0:
   resolved "https://registry.yarnpkg.com/minipass/-/minipass-5.0.0.tgz#3e9788ffb90b694a5d0ec94479a45b5d8738133d"
   integrity sha512-3FnjYuehv9k6ovOEbyOswadCDPX1piCfhV8ncmYtHOjuPwylVWsghTLo7rabjC3Rx5xD4HDx8Wm1xnMF7S5qFQ==
 
+"minipass@^5.0.0 || ^6.0.2 || ^7.0.0":
+  version "7.0.4"
+  resolved "https://registry.yarnpkg.com/minipass/-/minipass-7.0.4.tgz#dbce03740f50a4786ba994c1fb908844d27b038c"
+  integrity sha512-jYofLM5Dam9279rdkWzqHozUo4ybjdZmCsDHePy5V/PbBcVMiSZR97gmAy45aqi8CK1lG2ECd356FU86avfwUQ==
+
 minizlib@^2.1.1:
   version "2.1.2"
   resolved "https://registry.yarnpkg.com/minizlib/-/minizlib-2.1.2.tgz#e90d3466ba209b932451508a11ce3d3632145931"
@@ -14294,6 +14385,15 @@ multicast-dns@^7.2.5:
     dns-packet "^5.2.2"
     thunky "^1.0.2"
 
+mz@^2.7.0:
+  version "2.7.0"
+  resolved "https://registry.yarnpkg.com/mz/-/mz-2.7.0.tgz#95008057a56cafadc2bc63dde7f9ff6955948e32"
+  integrity sha512-z81GNO7nnYMEhrGh9LeymoE4+Yr0Wn5McHIZMK5cfQCl+NDX08sCZgUc9/6MHni9IWuFLm1Z3HTCXu2z9fN62Q==
+  dependencies:
+    any-promise "^1.0.0"
+    object-assign "^4.0.1"
+    thenify-all "^1.0.0"
+
 namespace-emitter@^2.0.1:
   version "2.0.1"
   resolved "https://registry.yarnpkg.com/namespace-emitter/-/namespace-emitter-2.0.1.tgz#978d51361c61313b4e6b8cf6f3853d08dfa2b17c"
@@ -14319,6 +14419,11 @@ nanoid@^3.3.1, nanoid@^3.3.4:
   resolved "https://registry.yarnpkg.com/nanoid/-/nanoid-3.3.4.tgz#730b67e3cd09e2deacf03c027c81c9d9dbc5e8ab"
   integrity sha512-MqBkQh/OHTS2egovRtLk45wEyNXwF+cokD+1YPf9u5VfJiRdAiRwB2froX5Co9Rh20xs4siNPm8naNotSD6RBw==
 
+nanoid@^3.3.7:
+  version "3.3.7"
+  resolved "https://registry.yarnpkg.com/nanoid/-/nanoid-3.3.7.tgz#d0c301a691bc8d54efa0a2226ccf3fe2fd656bd8"
+  integrity sha512-eSRppjcPIatRIMC1U6UngP8XFcz8MQWGQdt1MTBQ7NaAmvXDfvNxbvWV3x2y6CdEUciCSsDHDQZbhYaB8QEo2g==
+
 nanoid@^4.0.0:
   version "4.0.0"
   resolved "https://registry.yarnpkg.com/nanoid/-/nanoid-4.0.0.tgz#6e144dee117609232c3f415c34b0e550e64999a5"
@@ -15305,6 +15410,14 @@ path-parse@^1.0.6, path-parse@^1.0.7:
   resolved "https://registry.yarnpkg.com/path-parse/-/path-parse-1.0.7.tgz#fbc114b60ca42b30d9daf5858e4bd68bbedb6735"
   integrity sha512-LDJzPVEEEPR+y48z93A0Ed0yXb8pAByGWo/k5YYdYgpY2/2EsOsksJrq7lOHxryrVOn1ejG6oAp8ahvOIQD8sw==
 
+path-scurry@^1.10.1:
+  version "1.10.1"
+  resolved "https://registry.yarnpkg.com/path-scurry/-/path-scurry-1.10.1.tgz#9ba6bf5aa8500fe9fd67df4f0d9483b2b0bfc698"
+  integrity sha512-MkhCqzzBEpPvxxQ71Md0b1Kk51W01lrYvlMzSUaIzNsODdd7mqhiimSZlr+VegAz5Z6Vzt9Xg2ttE//XBhH3EQ==
+  dependencies:
+    lru-cache "^9.1.1 || ^10.0.0"
+    minipass "^5.0.0 || ^6.0.2 || ^7.0.0"
+
 path-to-regexp@0.1.7:
   version "0.1.7"
   resolved "https://registry.yarnpkg.com/path-to-regexp/-/path-to-regexp-0.1.7.tgz#df604178005f522f15eb4490e7247a1bfaa67f8c"
@@ -15585,7 +15698,16 @@ postcss-flexbugs-fixes@^4.2.1:
   dependencies:
     postcss "^7.0.26"
 
-postcss-import@^14.1.0, postcss-import@~14.1.0:
+postcss-import@^15.1.0:
+  version "15.1.0"
+  resolved "https://registry.yarnpkg.com/postcss-import/-/postcss-import-15.1.0.tgz#41c64ed8cc0e23735a9698b3249ffdbf704adc70"
+  integrity sha512-hpr+J05B2FVYUAXHeK1YyI267J/dDDhMU6B6civm8hSY1jYJnBXxzKDKDswzJmtLHryrjhnDjqqp/49t8FALew==
+  dependencies:
+    postcss-value-parser "^4.0.0"
+    read-cache "^1.0.0"
+    resolve "^1.1.7"
+
+postcss-import@~14.1.0:
   version "14.1.0"
   resolved "https://registry.yarnpkg.com/postcss-import/-/postcss-import-14.1.0.tgz#a7333ffe32f0b8795303ee9e40215dac922781f0"
   integrity sha512-flwI+Vgm4SElObFVPpTIT7SU7R3qk2L7PyduMcokiaVKuWv9d/U+Gm/QAd8NDLuykTWTkcrjOeD2Pp1rMeBTGw==
@@ -15594,10 +15716,10 @@ postcss-import@^14.1.0, postcss-import@~14.1.0:
     read-cache "^1.0.0"
     resolve "^1.1.7"
 
-postcss-js@^4.0.0:
-  version "4.0.0"
-  resolved "https://registry.yarnpkg.com/postcss-js/-/postcss-js-4.0.0.tgz#31db79889531b80dc7bc9b0ad283e418dce0ac00"
-  integrity sha512-77QESFBwgX4irogGVPgQ5s07vLvFqWr228qZY+w6lW599cRlK/HmnlivnnVUxkjHnCu4J16PDMHcH+e+2HbvTQ==
+postcss-js@^4.0.1:
+  version "4.0.1"
+  resolved "https://registry.yarnpkg.com/postcss-js/-/postcss-js-4.0.1.tgz#61598186f3703bab052f1c4f7d805f3991bee9d2"
+  integrity sha512-dDLF8pEO191hJMtlHFPRa8xsizHaM82MLfNkUHdUtVEV3tgTp5oj+8qbEqYM57SLfc74KSbw//4SeJma2LRVIw==
   dependencies:
     camelcase-css "^2.0.1"
 
@@ -15609,13 +15731,13 @@ postcss-load-config@^3.0.0:
     lilconfig "^2.0.4"
     yaml "^1.10.2"
 
-postcss-load-config@^3.1.4:
-  version "3.1.4"
-  resolved "https://registry.yarnpkg.com/postcss-load-config/-/postcss-load-config-3.1.4.tgz#1ab2571faf84bb078877e1d07905eabe9ebda855"
-  integrity sha512-6DiM4E7v4coTE4uzA8U//WhtPwyhiim3eyjEMFCnUpzbrkK9wJHgKDT2mR+HbtSrd/NubVaYTOpSpjUl8NQeRg==
+postcss-load-config@^4.0.1:
+  version "4.0.2"
+  resolved "https://registry.yarnpkg.com/postcss-load-config/-/postcss-load-config-4.0.2.tgz#7159dcf626118d33e299f485d6afe4aff7c4a3e3"
+  integrity sha512-bSVhyJGL00wMVoPUzAVAnbEoWyqRxkjv64tUl427SKnPrENtq6hJwUojroMz2VB+Q1edmi4IfrAPpami5VVgMQ==
   dependencies:
-    lilconfig "^2.0.5"
-    yaml "^1.10.2"
+    lilconfig "^3.0.0"
+    yaml "^2.3.4"
 
 postcss-loader@^4.2.0:
   version "4.3.0"
@@ -15762,12 +15884,12 @@ postcss-modules@^4.0.0:
     postcss-modules-values "^4.0.0"
     string-hash "^1.1.1"
 
-postcss-nested@6.0.0:
-  version "6.0.0"
-  resolved "https://registry.yarnpkg.com/postcss-nested/-/postcss-nested-6.0.0.tgz#1572f1984736578f360cffc7eb7dca69e30d1735"
-  integrity sha512-0DkamqrPcmkBDsLn+vQDIrtkSbNkv5AD/M322ySo9kqFkCIYklym2xEmWkwo+Y3/qZo34tzEPNUw4y7yMCdv5w==
+postcss-nested@^6.0.1:
+  version "6.0.1"
+  resolved "https://registry.yarnpkg.com/postcss-nested/-/postcss-nested-6.0.1.tgz#f83dc9846ca16d2f4fa864f16e9d9f7d0961662c"
+  integrity sha512-mEp4xPMi5bSWiMbsgoPfcP74lsWLHkQbZc3sY+jWYd65CUwXrUaTp0fmNpa01ZcETKlIgUdFN/MpS2xZtqL9dQ==
   dependencies:
-    postcss-selector-parser "^6.0.10"
+    postcss-selector-parser "^6.0.11"
 
 postcss-normalize-charset@^5.0.2:
   version "5.0.2"
@@ -15855,7 +15977,7 @@ postcss-reduce-transforms@^5.0.3:
   dependencies:
     postcss-value-parser "^4.2.0"
 
-postcss-selector-parser@6.0.10, postcss-selector-parser@^6.0.0, postcss-selector-parser@^6.0.10, postcss-selector-parser@^6.0.2:
+postcss-selector-parser@6.0.10, postcss-selector-parser@^6.0.0, postcss-selector-parser@^6.0.2:
   version "6.0.10"
   resolved "https://registry.yarnpkg.com/postcss-selector-parser/-/postcss-selector-parser-6.0.10.tgz#79b61e2c0d1bfc2602d549e11d0876256f8df88d"
   integrity sha512-IQ7TZdoaqbT+LCpShg46jnZVlhWD2w6iQYAcYXfHARZ7X1t/UGhhceQDs5X0cGqKvYlHNOuv7Oa1xmb0oQuA3w==
@@ -15863,6 +15985,14 @@ postcss-selector-parser@6.0.10, postcss-selector-parser@^6.0.0, postcss-selector
     cssesc "^3.0.0"
     util-deprecate "^1.0.2"
 
+postcss-selector-parser@^6.0.11:
+  version "6.0.15"
+  resolved "https://registry.yarnpkg.com/postcss-selector-parser/-/postcss-selector-parser-6.0.15.tgz#11cc2b21eebc0b99ea374ffb9887174855a01535"
+  integrity sha512-rEYkQOMUCEMhsKbK66tbEU9QVIxbhN18YiniAwA7XQYTVBqrBy+P2p5JcdqsHgKM2zWylp8d7J6eszocfds5Sw==
+  dependencies:
+    cssesc "^3.0.0"
+    util-deprecate "^1.0.2"
+
 postcss-selector-parser@^6.0.4, postcss-selector-parser@^6.0.5:
   version "6.0.9"
   resolved "https://registry.yarnpkg.com/postcss-selector-parser/-/postcss-selector-parser-6.0.9.tgz#ee71c3b9ff63d9cd130838876c13a2ec1a992b2f"
@@ -15900,7 +16030,7 @@ postcss@8.4.14, postcss@^8.4.14:
     picocolors "^1.0.0"
     source-map-js "^1.0.2"
 
-postcss@8.4.19, postcss@^8.4.18:
+postcss@8.4.19:
   version "8.4.19"
   resolved "https://registry.yarnpkg.com/postcss/-/postcss-8.4.19.tgz#61178e2add236b17351897c8bcc0b4c8ecab56fc"
   integrity sha512-h+pbPsyhlYj6N2ozBmHhHrs9DzGmbaarbLvWipMRO7RLS+v4onj26MPFXA5OBYFxyqYhUJK456SwDcY9H2/zsA==
@@ -15935,6 +16065,15 @@ postcss@^8.3.11:
     picocolors "^1.0.0"
     source-map-js "^1.0.2"
 
+postcss@^8.4.23:
+  version "8.4.33"
+  resolved "https://registry.yarnpkg.com/postcss/-/postcss-8.4.33.tgz#1378e859c9f69bf6f638b990a0212f43e2aaa742"
+  integrity sha512-Kkpbhhdjw2qQs2O2DGX+8m5OVqEcbB9HRBvuYM9pgrjEFUg30A9LmXNlTAUj4S9kgtGyrMbTzVjH7E+s5Re2yg==
+  dependencies:
+    nanoid "^3.3.7"
+    picocolors "^1.0.0"
+    source-map-js "^1.0.2"
+
 postgres-array@~2.0.0:
   version "2.0.0"
   resolved "https://registry.yarnpkg.com/postgres-array/-/postgres-array-2.0.0.tgz#48f8fce054fbc69671999329b8834b772652d82e"
@@ -17048,7 +17187,7 @@ resolve@^1.1.7, resolve@^1.12.0, resolve@^1.17.0, resolve@^1.20.0:
     path-parse "^1.0.7"
     supports-preserve-symlinks-flag "^1.0.0"
 
-resolve@^1.10.0, resolve@^1.14.2, resolve@^1.19.0, resolve@^1.22.0, resolve@^1.22.1, resolve@^1.3.2:
+resolve@^1.10.0, resolve@^1.14.2, resolve@^1.19.0, resolve@^1.22.0, resolve@^1.3.2:
   version "1.22.1"
   resolved "https://registry.yarnpkg.com/resolve/-/resolve-1.22.1.tgz#27cb2ebb53f91abb49470a928bba7558066ac177"
   integrity sha512-nBpuuYuY5jFsli/JIs1oldw6fOQCBioohqWZg/2hiaOybXOft4lonv85uDOKXdf8rhyK159cxU5cDcK/NKk8zw==
@@ -17057,6 +17196,15 @@ resolve@^1.10.0, resolve@^1.14.2, resolve@^1.19.0, resolve@^1.22.0, resolve@^1.2
     path-parse "^1.0.7"
     supports-preserve-symlinks-flag "^1.0.0"
 
+resolve@^1.22.2:
+  version "1.22.8"
+  resolved "https://registry.yarnpkg.com/resolve/-/resolve-1.22.8.tgz#b6c87a9f2aa06dfab52e3d70ac8cde321fa5a48d"
+  integrity sha512-oKWePCxqpd6FlLvGV1VU0x7bkPmmCNolxzjMf4NczoDnQcIWrAF+cPtZn5i6n+RfD2d9i0tzpKnG6Yk168yIyw==
+  dependencies:
+    is-core-module "^2.13.0"
+    path-parse "^1.0.7"
+    supports-preserve-symlinks-flag "^1.0.0"
+
 resolve@^2.0.0-next.3:
   version "2.0.0-next.3"
   resolved "https://registry.yarnpkg.com/resolve/-/resolve-2.0.0-next.3.tgz#d41016293d4a8586a39ca5d9b5f15cbea1f55e46"
@@ -17651,6 +17799,11 @@ signal-exit@^3.0.0, signal-exit@^3.0.2, signal-exit@^3.0.3, signal-exit@^3.0.7:
   resolved "https://registry.yarnpkg.com/signal-exit/-/signal-exit-3.0.7.tgz#a9a1767f8af84155114eaabd73f99273c8f59ad9"
   integrity sha512-wnD2ZE+l+SPC/uoS0vXeE9L1+0wuaMqKlfz9AMUo38JsyLSBWSFcHR1Rri62LZc12vLr1gb3jl7iwQhgwpAbGQ==
 
+signal-exit@^4.0.1:
+  version "4.1.0"
+  resolved "https://registry.yarnpkg.com/signal-exit/-/signal-exit-4.1.0.tgz#952188c1cbd546070e2dd20d0f41c0ae0530cb04"
+  integrity sha512-bzyZ1e88w9O1iNJbKnOlvYTrWPDl46O1bG0D3XInv+9tkPrxrN8jUUTiFlDkkmKWgn1M6CfIA13SuGqOa9Korw==
+
 simple-swizzle@^0.2.2:
   version "0.2.2"
   resolved "https://registry.yarnpkg.com/simple-swizzle/-/simple-swizzle-0.2.2.tgz#a4da6b635ffcccca33f70d17cb92592de95e557a"
@@ -18080,7 +18233,7 @@ string-length@^4.0.1:
     char-regex "^1.0.2"
     strip-ansi "^6.0.0"
 
-"string-width@^1.0.2 || 2 || 3 || 4", string-width@^4.0.0, string-width@^4.1.0, string-width@^4.2.0, string-width@^4.2.2, string-width@^4.2.3:
+"string-width-cjs@npm:string-width@^4.2.0", "string-width@^1.0.2 || 2 || 3 || 4", string-width@^4.0.0, string-width@^4.1.0, string-width@^4.2.0, string-width@^4.2.2, string-width@^4.2.3:
   version "4.2.3"
   resolved "https://registry.yarnpkg.com/string-width/-/string-width-4.2.3.tgz#269c7117d27b05ad2e536830a8ec895ef9c6d010"
   integrity sha512-wKyQRQpjJ0sIp62ErSZdGsjMJWsap5oRNihHhu6G7JVO/9jIB6UyevL+tXuOqrng8j/cxKTWyWUwvSTriiZz/g==
@@ -18098,6 +18251,15 @@ string-width@^5.0.0:
     emoji-regex "^9.2.2"
     strip-ansi "^7.0.1"
 
+string-width@^5.0.1, string-width@^5.1.2:
+  version "5.1.2"
+  resolved "https://registry.yarnpkg.com/string-width/-/string-width-5.1.2.tgz#14f8daec6d81e7221d2a357e668cab73bdbca794"
+  integrity sha512-HnLOCR3vjcY8beoNLtcjZ5/nxn2afmME6lhrDrebokqMap+XbeW8n9TXpPDOqdGK5qcI3oT0GKTW6wC7EMiVqA==
+  dependencies:
+    eastasianwidth "^0.2.0"
+    emoji-regex "^9.2.2"
+    strip-ansi "^7.0.1"
+
 string.prototype.codepointat@^0.2.1:
   version "0.2.1"
   resolved "https://registry.yarnpkg.com/string.prototype.codepointat/-/string.prototype.codepointat-0.2.1.tgz#004ad44c8afc727527b108cd462b4d971cd469bc"
@@ -18199,6 +18361,13 @@ string_decoder@~1.1.1:
   dependencies:
     safe-buffer "~5.1.0"
 
+"strip-ansi-cjs@npm:strip-ansi@^6.0.1", strip-ansi@^6.0.0, strip-ansi@^6.0.1:
+  version "6.0.1"
+  resolved "https://registry.yarnpkg.com/strip-ansi/-/strip-ansi-6.0.1.tgz#9e26c63d30f53443e9489495b2105d37b67a85d9"
+  integrity sha512-Y38VPSHcqkFrCpFnQ9vuSXmquuv5oXOKpGeT6aGrr3o3Gc9AlVa6JBfUSOCnbxGGZF+/0ooI7KrPuUSztUdU5A==
+  dependencies:
+    ansi-regex "^5.0.1"
+
 strip-ansi@^3.0.1:
   version "3.0.1"
   resolved "https://registry.yarnpkg.com/strip-ansi/-/strip-ansi-3.0.1.tgz#6a385fb8853d952d5ff05d0e8aaf94278dc63dcf"
@@ -18206,13 +18375,6 @@ strip-ansi@^3.0.1:
   dependencies:
     ansi-regex "^2.0.0"
 
-strip-ansi@^6.0.0, strip-ansi@^6.0.1:
-  version "6.0.1"
-  resolved "https://registry.yarnpkg.com/strip-ansi/-/strip-ansi-6.0.1.tgz#9e26c63d30f53443e9489495b2105d37b67a85d9"
-  integrity sha512-Y38VPSHcqkFrCpFnQ9vuSXmquuv5oXOKpGeT6aGrr3o3Gc9AlVa6JBfUSOCnbxGGZF+/0ooI7KrPuUSztUdU5A==
-  dependencies:
-    ansi-regex "^5.0.1"
-
 strip-ansi@^7.0.1:
   version "7.0.1"
   resolved "https://registry.yarnpkg.com/strip-ansi/-/strip-ansi-7.0.1.tgz#61740a08ce36b61e50e65653f07060d000975fb2"
@@ -18362,6 +18524,19 @@ stylus@^0.55.0:
     semver "^6.3.0"
     source-map "^0.7.3"
 
+sucrase@^3.32.0:
+  version "3.35.0"
+  resolved "https://registry.yarnpkg.com/sucrase/-/sucrase-3.35.0.tgz#57f17a3d7e19b36d8995f06679d121be914ae263"
+  integrity sha512-8EbVDiu9iN/nESwxeSxDKe0dunta1GOlHufmSSXxMD2z2/tMZpDMpvXQGsc+ajGo8y2uYUmixaSRUc/QPoQ0GA==
+  dependencies:
+    "@jridgewell/gen-mapping" "^0.3.2"
+    commander "^4.0.0"
+    glob "^10.3.10"
+    lines-and-columns "^1.1.6"
+    mz "^2.7.0"
+    pirates "^4.0.1"
+    ts-interface-checker "^0.1.9"
+
 superjson@^1.10.0, superjson@^1.11.0:
   version "1.11.0"
   resolved "https://registry.yarnpkg.com/superjson/-/superjson-1.11.0.tgz#f6e2ae0d8fbac61c3fca09ab6739ac9678414d1b"
@@ -18454,34 +18629,33 @@ synckit@^0.8.4:
     "@pkgr/utils" "^2.3.1"
     tslib "^2.4.0"
 
-tailwindcss@3.2.4:
-  version "3.2.4"
-  resolved "https://registry.yarnpkg.com/tailwindcss/-/tailwindcss-3.2.4.tgz#afe3477e7a19f3ceafb48e4b083e292ce0dc0250"
-  integrity sha512-AhwtHCKMtR71JgeYDaswmZXhPcW9iuI9Sp2LvZPo9upDZ7231ZJ7eA9RaURbhpXGVlrjX4cFNlB4ieTetEb7hQ==
+tailwindcss@^3.4.1:
+  version "3.4.1"
+  resolved "https://registry.yarnpkg.com/tailwindcss/-/tailwindcss-3.4.1.tgz#f512ca5d1dd4c9503c7d3d28a968f1ad8f5c839d"
+  integrity sha512-qAYmXRfk3ENzuPBakNK0SRrUDipP8NQnEY6772uDhflcQz5EhRdD7JNZxyrFHVQNCwULPBn6FNPp9brpO7ctcA==
   dependencies:
+    "@alloc/quick-lru" "^5.2.0"
     arg "^5.0.2"
     chokidar "^3.5.3"
-    color-name "^1.1.4"
-    detective "^5.2.1"
     didyoumean "^1.2.2"
     dlv "^1.1.3"
-    fast-glob "^3.2.12"
+    fast-glob "^3.3.0"
     glob-parent "^6.0.2"
     is-glob "^4.0.3"
-    lilconfig "^2.0.6"
+    jiti "^1.19.1"
+    lilconfig "^2.1.0"
     micromatch "^4.0.5"
     normalize-path "^3.0.0"
     object-hash "^3.0.0"
     picocolors "^1.0.0"
-    postcss "^8.4.18"
-    postcss-import "^14.1.0"
-    postcss-js "^4.0.0"
-    postcss-load-config "^3.1.4"
-    postcss-nested "6.0.0"
-    postcss-selector-parser "^6.0.10"
-    postcss-value-parser "^4.2.0"
-    quick-lru "^5.1.1"
-    resolve "^1.22.1"
+    postcss "^8.4.23"
+    postcss-import "^15.1.0"
+    postcss-js "^4.0.1"
+    postcss-load-config "^4.0.1"
+    postcss-nested "^6.0.1"
+    postcss-selector-parser "^6.0.11"
+    resolve "^1.22.2"
+    sucrase "^3.32.0"
 
 tapable@^1.0.0, tapable@^1.1.3:
   version "1.1.3"
@@ -18666,6 +18840,20 @@ text-table@^0.2.0:
   resolved "https://registry.yarnpkg.com/text-table/-/text-table-0.2.0.tgz#7f5ee823ae805207c00af2df4a84ec3fcfa570b4"
   integrity sha1-f17oI66AUgfACvLfSoTsP8+lcLQ=
 
+thenify-all@^1.0.0:
+  version "1.6.0"
+  resolved "https://registry.yarnpkg.com/thenify-all/-/thenify-all-1.6.0.tgz#1a1918d402d8fc3f98fbf234db0bcc8cc10e9726"
+  integrity sha512-RNxQH/qI8/t3thXJDwcstUO4zeqo64+Uy/+sNVRBx4Xn2OX+OZ9oP+iJnNFqplFra2ZUVeKCSa2oVWi3T4uVmA==
+  dependencies:
+    thenify ">= 3.1.0 < 4"
+
+"thenify@>= 3.1.0 < 4":
+  version "3.3.1"
+  resolved "https://registry.yarnpkg.com/thenify/-/thenify-3.3.1.tgz#8932e686a4066038a016dd9e2ca46add9838a95f"
+  integrity sha512-RVZSIV5IG10Hk3enotrhvz0T9em6cyHBLkH/YAZuKqd8hRkKhSfCGIcP2KUY0EPxndzANBmNllzWPwak+bheSw==
+  dependencies:
+    any-promise "^1.0.0"
+
 throttleit@^1.0.0:
   version "1.0.0"
   resolved "https://registry.yarnpkg.com/throttleit/-/throttleit-1.0.0.tgz#9e785836daf46743145a5984b6268d828528ac6c"
@@ -18850,6 +19038,11 @@ ts-essentials@^7.0.3:
   resolved "https://registry.yarnpkg.com/ts-essentials/-/ts-essentials-7.0.3.tgz#686fd155a02133eedcc5362dc8b5056cde3e5a38"
   integrity sha512-8+gr5+lqO3G84KdiTSMRLtuyJ+nTBVRKuCrK4lidMPdVeEp0uqC875uE5NMcaA7YYMN7XsNiFQuMvasF8HT/xQ==
 
+ts-interface-checker@^0.1.9:
+  version "0.1.13"
+  resolved "https://registry.yarnpkg.com/ts-interface-checker/-/ts-interface-checker-0.1.13.tgz#784fd3d679722bc103b1b4b8030bcddb5db2a699"
+  integrity sha512-Y/arvbn+rrz3JCKl9C4kVNfTfSm2/mEp5FSz5EsZSANGPSlQrpRI5M4PKF+mJnE52jOO90PnPSc3Ur3bTQw0gA==
+
 ts-jest@28.0.5:
   version "28.0.5"
   resolved "https://registry.yarnpkg.com/ts-jest/-/ts-jest-28.0.5.tgz#31776f768fba6dfc8c061d488840ed0c8eeac8b9"
@@ -20045,6 +20238,15 @@ worker-rpc@^0.1.0:
   dependencies:
     microevent.ts "~0.1.1"
 
+"wrap-ansi-cjs@npm:wrap-ansi@^7.0.0", wrap-ansi@^7.0.0:
+  version "7.0.0"
+  resolved "https://registry.yarnpkg.com/wrap-ansi/-/wrap-ansi-7.0.0.tgz#67e145cff510a6a6984bdf1152911d69d2eb9e43"
+  integrity sha512-YVGIj2kamLSTxw6NsZjoBxfSwsn0ycdesmc4p+Q21c5zPuZ1pl+NfxVdxPtdHvmNVOQ6XSYG4AUtyt/Fi7D16Q==
+  dependencies:
+    ansi-styles "^4.0.0"
+    string-width "^4.1.0"
+    strip-ansi "^6.0.0"
+
 wrap-ansi@^6.2.0:
   version "6.2.0"
   resolved "https://registry.yarnpkg.com/wrap-ansi/-/wrap-ansi-6.2.0.tgz#e9393ba07102e6c91a3b221478f0257cd2856e53"
@@ -20054,14 +20256,14 @@ wrap-ansi@^6.2.0:
     string-width "^4.1.0"
     strip-ansi "^6.0.0"
 
-wrap-ansi@^7.0.0:
-  version "7.0.0"
-  resolved "https://registry.yarnpkg.com/wrap-ansi/-/wrap-ansi-7.0.0.tgz#67e145cff510a6a6984bdf1152911d69d2eb9e43"
-  integrity sha512-YVGIj2kamLSTxw6NsZjoBxfSwsn0ycdesmc4p+Q21c5zPuZ1pl+NfxVdxPtdHvmNVOQ6XSYG4AUtyt/Fi7D16Q==
+wrap-ansi@^8.1.0:
+  version "8.1.0"
+  resolved "https://registry.yarnpkg.com/wrap-ansi/-/wrap-ansi-8.1.0.tgz#56dc22368ee570face1b49819975d9b9a5ead214"
+  integrity sha512-si7QWI6zUMq56bESFvagtmzMdGOtoxfR+Sez11Mobfc7tm+VkUckk9bW2UeffTGVUbOksxmSw0AA2gs8g71NCQ==
   dependencies:
-    ansi-styles "^4.0.0"
-    string-width "^4.1.0"
-    strip-ansi "^6.0.0"
+    ansi-styles "^6.1.0"
+    string-width "^5.0.1"
+    strip-ansi "^7.0.1"
 
 wrappy@1:
   version "1.0.2"
@@ -20118,7 +20320,7 @@ xmlchars@^2.2.0:
   resolved "https://registry.yarnpkg.com/xmlchars/-/xmlchars-2.2.0.tgz#060fe1bcb7f9c76fe2a17db86a9bc3ab894210cb"
   integrity sha512-JZnDKK8B0RCDw84FNdDAIpZK+JuJw+s7Lz8nksI7SIuU3UXJJslUthsi+uWBUYOwPFwW7W7PRLRfUKpxjtjFCw==
 
-xtend@^4.0.0, xtend@^4.0.1, xtend@^4.0.2, xtend@~4.0.1:
+xtend@^4.0.0, xtend@^4.0.1, xtend@~4.0.1:
   version "4.0.2"
   resolved "https://registry.yarnpkg.com/xtend/-/xtend-4.0.2.tgz#bb72779f5fa465186b1f438f674fa347fdb5db54"
   integrity sha512-LKYU1iAXJXUgAXn9URjiu+MWhyUXHsvfp7mcuYm9dSUKK0/CjtrUwFAxD82/mCWbtLsGjFIad0wIsod4zrTAEQ==
@@ -20158,6 +20360,11 @@ yaml@^1.10.0, yaml@^1.10.2, yaml@^1.7.2:
   resolved "https://registry.yarnpkg.com/yaml/-/yaml-1.10.2.tgz#2301c5ffbf12b467de8da2333a459e29e7920e4b"
   integrity sha512-r3vXyErRCYJ7wg28yvBY5VSoAF8ZvlcW9/BwUzEtUsjvX/DKs24dIkuwjtuprwJJHsbyUbLApepYTR1BN4uHrg==
 
+yaml@^2.3.4:
+  version "2.3.4"
+  resolved "https://registry.yarnpkg.com/yaml/-/yaml-2.3.4.tgz#53fc1d514be80aabf386dc6001eb29bf3b7523b2"
+  integrity sha512-8aAvwVUSHpfEqTQ4w/KMlf3HcRdt50E5ODIQJBw1fQ5RL34xabzxtUlzTXVqc4rkZsPbvrXKWnABCD7kWSmocA==
+
 yargs-parser@21.1.1, yargs-parser@^21.0.1, yargs-parser@^21.1.1:
   version "21.1.1"
   resolved "https://registry.yarnpkg.com/yargs-parser/-/yargs-parser-21.1.1.tgz#9096bceebf990d21bb31fa9516e0ede294a77d35"