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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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5
test/fixtures/plaid_items.yml vendored Normal file
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one:
family: dylan_family
plaid_id: "1234567890"
access_token: encrypted_token_1
name: "Test Bank"