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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
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127 changed files with 1537 additions and 841 deletions

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@ -224,6 +224,8 @@ GEM
reline (>= 0.4.2)
jmespath (1.6.2)
json (2.7.2)
jwt (2.9.3)
base64
language_server-protocol (3.17.0.3)
launchy (3.0.1)
addressable (~> 2.8)
@ -284,6 +286,9 @@ GEM
ast (~> 2.4.1)
racc
pg (1.5.9)
plaid (33.0.0)
faraday (>= 1.0.1, < 3.0)
faraday-multipart (>= 1.0.1, < 2.0)
prism (1.2.0)
propshaft (1.1.0)
actionpack (>= 7.0.0)
@ -495,12 +500,14 @@ DEPENDENCIES
importmap-rails
inline_svg
intercom-rails
jwt
letter_opener
lucide-rails!
mocha
octokit
pagy
pg (~> 1.5)
plaid
propshaft
puma (>= 5.0)
rails (~> 7.2.2)