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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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2
app/models/import/account_mapping.rb
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@@ -8,7 +8,7 @@ class Import::AccountMapping < Import::Mapping
end
def selectable_values
family_accounts = import.family.accounts.alphabetically.map { |account| [ account.name, account.id ] }
family_accounts = import.family.accounts.manual.alphabetically.map { |account| [ account.name, account.id ] }
unless key.blank?
family_accounts.unshift [ "Add as new account", CREATE_NEW_KEY ]