mirror of
https://github.com/we-promise/sure.git
synced 2026-04-19 03:54:08 +00:00
cbba2ba675
* 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
81 lines
1.4 KiB
YAML
81 lines
1.4 KiB
YAML
other_asset:
|
|
family: dylan_family
|
|
name: Collectable Account
|
|
balance: 550
|
|
currency: USD
|
|
accountable_type: OtherAsset
|
|
accountable: one
|
|
|
|
other_liability:
|
|
family: dylan_family
|
|
name: IOU (personal debt to friend)
|
|
balance: 200
|
|
currency: USD
|
|
accountable_type: OtherLiability
|
|
accountable: one
|
|
|
|
depository:
|
|
family: dylan_family
|
|
name: Checking Account
|
|
balance: 5000
|
|
currency: USD
|
|
accountable_type: Depository
|
|
accountable: one
|
|
|
|
connected:
|
|
family: dylan_family
|
|
name: Connected Account
|
|
balance: 5000
|
|
currency: USD
|
|
accountable_type: Depository
|
|
accountable: two
|
|
plaid_account: one
|
|
|
|
credit_card:
|
|
family: dylan_family
|
|
name: Credit Card
|
|
balance: 1000
|
|
currency: USD
|
|
accountable_type: CreditCard
|
|
accountable: one
|
|
|
|
investment:
|
|
family: dylan_family
|
|
name: Robinhood Brokerage Account
|
|
balance: 10000
|
|
currency: USD
|
|
accountable_type: Investment
|
|
accountable: one
|
|
|
|
loan:
|
|
family: dylan_family
|
|
name: Mortgage Loan
|
|
balance: 500000
|
|
currency: USD
|
|
accountable_type: Loan
|
|
accountable: one
|
|
|
|
property:
|
|
family: dylan_family
|
|
name: 123 Maybe Court
|
|
balance: 550000
|
|
currency: USD
|
|
accountable_type: Property
|
|
accountable: one
|
|
|
|
vehicle:
|
|
family: dylan_family
|
|
name: Honda Accord
|
|
balance: 18000
|
|
currency: USD
|
|
accountable_type: Vehicle
|
|
accountable: one
|
|
|
|
crypto:
|
|
family: dylan_family
|
|
name: Bitcoin
|
|
balance: 10000
|
|
currency: USD
|
|
accountable_type: Crypto
|
|
accountable: one
|