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Basic Plaid Integration (#1433)

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* Basic plaid data model and linking

* Remove institutions, add plaid items

* Improve schema and Plaid provider

* Add webhook verification sketch

* Webhook verification

* Item accounts and balances sync setup

* Provide test encryption keys

* Fix test

* Only provide encryption keys in prod

* Try defining keys in test env

* Consolidate account sync logic

* Add back plaid account initialization

* Plaid transaction sync

* Sync UI overhaul for Plaid

* Add liability and investment syncing

* Handle investment webhooks and process current day holdings

* Remove logs

* Remove "all" period select for performance

* fix amount calc

* Remove todo comment

* Coming soon for investment historical data

* Document Plaid configuration

* Listen for holding updates
This commit is contained in:
Zach Gollwitzer
2024-11-15 13:49:37 -05:00
committed by GitHub
parent 3bc9da4105
commit cbba2ba675
127 changed files with 1537 additions and 841 deletions
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Gemfile
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@@ -37,6 +37,7 @@ gem "image_processing", ">= 1.2"
# Other
gem "bcrypt", "~> 3.1"
gem "jwt"
gem "faraday"
gem "faraday-retry"
gem "faraday-multipart"
@@ -50,6 +51,7 @@ gem "redcarpet"
gem "stripe"
gem "intercom-rails"
gem "holidays"
gem "plaid"
group :development, :test do
gem "debug", platforms: %i[mri windows]