1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-22 06:39:39 +02:00

Basic Plaid Integration (#1433)
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions

* 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
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
127 changed files with 1537 additions and 841 deletions

View file

@ -0,0 +1,52 @@
import { Controller } from "@hotwired/stimulus";
// Connects to data-controller="plaid"
export default class extends Controller {
static values = {
linkToken: String,
};
open() {
const handler = Plaid.create({
token: this.linkTokenValue,
onSuccess: this.handleSuccess,
onLoad: this.handleLoad,
onExit: this.handleExit,
onEvent: this.handleEvent,
});
handler.open();
}
handleSuccess(public_token, metadata) {
fetch("/plaid_items", {
method: "POST",
headers: {
"Content-Type": "application/json",
"X-CSRF-Token": document.querySelector('[name="csrf-token"]').content,
},
body: JSON.stringify({
plaid_item: {
public_token: public_token,
metadata: metadata,
},
}),
}).then((response) => {
if (response.redirected) {
window.location.href = response.url;
}
});
}
handleExit(err, metadata) {
// no-op
}
handleEvent(eventName, metadata) {
// no-op
}
handleLoad() {
// no-op
}
}