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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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class PlaidItemsController < ApplicationController
before_action :set_plaid_item, only: %i[destroy sync]
def create
Current.family.plaid_items.create_from_public_token(
plaid_item_params[:public_token],
item_name: item_name,
)
redirect_to accounts_path, notice: t(".success")
end
def destroy
@plaid_item.destroy_later
redirect_to accounts_path, notice: t(".success")
end
def sync
unless @plaid_item.syncing?
@plaid_item.sync_later
end
redirect_to accounts_path
end
private
def set_plaid_item
@plaid_item = Current.family.plaid_items.find(params[:id])
end
def plaid_item_params
params.require(:plaid_item).permit(:public_token, metadata: {})
end
def item_name
plaid_item_params.dig(:metadata, :institution, :name)
end
end