Commit Graph

5 Commits

Author SHA1 Message Date
soky srm
e8f935bc6f Remove plaid initialiser (#317)
* Remove plaid initialiser

The initializer can be safely removed because:
  - Config is lazily loaded via Provider::Registry
  - reload_configuration is called after settings updates
  - All calling code handles nil configs gracefully
  - Initial nil state is fine - config loads on first use

* Fix for missing config

* Actually don't pollute application.rb

* Add currency loading for balances

* Fix race condition on lazy load

* Allow loans to be imported in lunch flow also

* Fix currency processor
2025-11-12 16:01:19 +01:00
Josh Pigford
a76cc2dff8 Configure PlaidSandbox to use sandbox environment regardless of Rails config and set test environment variables for Plaid. Temporarily disable AutoSync functionality in tests. 2025-06-01 06:37:46 -05:00
Zach Gollwitzer
d21e385962 Lazy load Plaid link tokens, fix link issues on broadcast (#2302)
* Lazy load Plaid link tokens, fix link issues on broadcast

* Fix alert styles
2025-05-25 08:12:54 -04:00
Zach Gollwitzer
03a146222d Plaid sync domain improvements (#2267)
Breaks our Plaid sync process out into more manageable classes. Notably, this moves the sync process to a distinct, 2-step flow:

1. Import stage - we first make API calls and import Plaid data to "mirror" tables
2. Processing stage - read the raw data, apply business rules, build internal domain models and sync balances

This provides several benefits:

- Plaid syncs can now be "replayed" without fetching API data again
- Mirror tables provide better audit and debugging capabilities
- Eliminates the "all or nothing" sync behavior that is currently in place, which is brittle
2025-05-23 18:58:22 -04:00
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