Commit Graph

3 Commits

Author SHA1 Message Date
soky srm
96713ee8b4 Add support for dynamic config UI (#256)
* Add support for dynamic config UI

* Add support for section description

* Better dynamic class settings

Added dynamic_fields hash field - Stores all undeclared settings
[] method - Checks declared fields first, then falls back to dynamic hash
[]= method - Updates declared fields normally, stores others in hash
No runtime field declaration - Fields are never dynamically created on the class

* FIX proper lookup for provider keys

- Also validate configurable values properly.
- Change Provider factory to use Rails autoloading (Zeitwerk)

* Fix factory

The derive_adapter_name method relies on string manipulation ("PlaidAccount".sub(/Account$/, "") + "Adapter" → "PlaidAdapter"), but we already have explicit registration in place.

* Make updates atomic, field-aware, and handle blanks explicitly

* Small UX detail

* Add support for PlaidEU in UI also

- This looks like partial support atm
2025-10-29 13:11:04 +01:00
Josh Pigford
4bf72506d5 Initial pass at Plaid EU (#1555)
* Initial pass at Plaid EU

* Add EU support to Plaid Items

* Lint

* Temp fix for rubocop isseus

* Merge cleanup

* Pass in region and get tests passing

* Use absolute path for translation

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-01-31 12:13:58 -06:00
Zach Gollwitzer
cbba2ba675 Basic Plaid Integration (#1433)
* 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
2024-11-15 13:49:37 -05:00