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Code Issues Releases Activity Actions 1

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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13
app/controllers/accounts_controller.rb
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@ -4,8 +4,8 @@ class AccountsController < ApplicationController
before_action :set_account, only: %i[sync]
def index
@institutions = Current.family.institutions
@accounts = Current.family.accounts.ungrouped.alphabetically
@manual_accounts = Current.family.accounts.manual.active.alphabetically
@plaid_items = Current.family.plaid_items.active.ordered
end
def summary
@ -27,11 +27,16 @@ class AccountsController < ApplicationController
unless @account.syncing?
@account.sync_later
end
redirect_to account_path(@account)
end
def sync_all
Current.family.accounts.active.sync
redirect_back_or_to accounts_path, notice: t(".success")
unless Current.family.syncing?
Current.family.sync_later
end
redirect_to accounts_path
end
private