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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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14
app/controllers/concerns/auto_sync.rb
View File

@@ -2,12 +2,20 @@ module AutoSync
extend ActiveSupport::Concern
included do
before_action :sync_family, if: -> { Current.family.present? && Current.family.needs_sync? }
before_action :sync_family, if: :family_needs_auto_sync?
end
private
def sync_family
Current.family.sync
Current.family.update!(last_synced_at: Time.current)
Current.family.sync_later
end
def family_needs_auto_sync?
return false unless Current.family.present?
return false unless Current.family.accounts.any?
Current.family.last_synced_at.blank? ||
Current.family.last_synced_at.to_date < Date.current
end
end