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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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4
test/controllers/loans_controller_test.rb
View File

@@ -39,7 +39,7 @@ class LoansControllerTest < ActionDispatch::IntegrationTest
assert_redirected_to created_account
assert_equal "Loan account created", flash[:notice]
assert_enqueued_with(job: AccountSyncJob)
assert_enqueued_with(job: SyncJob)
end
test "updates with loan details" do
@@ -70,6 +70,6 @@ class LoansControllerTest < ActionDispatch::IntegrationTest
assert_redirected_to @account
assert_equal "Loan account updated", flash[:notice]
assert_enqueued_with(job: AccountSyncJob)
assert_enqueued_with(job: SyncJob)
end
end