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Basic Plaid Integration (#1433)
* 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
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127 changed files with 1537 additions and 841 deletions
52
app/javascript/controllers/plaid_controller.js
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52
app/javascript/controllers/plaid_controller.js
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import { Controller } from "@hotwired/stimulus";
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// Connects to data-controller="plaid"
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export default class extends Controller {
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static values = {
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linkToken: String,
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};
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open() {
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const handler = Plaid.create({
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token: this.linkTokenValue,
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onSuccess: this.handleSuccess,
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onLoad: this.handleLoad,
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onExit: this.handleExit,
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onEvent: this.handleEvent,
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});
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handler.open();
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}
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handleSuccess(public_token, metadata) {
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fetch("/plaid_items", {
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method: "POST",
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headers: {
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"Content-Type": "application/json",
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"X-CSRF-Token": document.querySelector('[name="csrf-token"]').content,
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},
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body: JSON.stringify({
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plaid_item: {
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public_token: public_token,
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metadata: metadata,
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},
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}),
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}).then((response) => {
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if (response.redirected) {
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window.location.href = response.url;
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}
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});
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}
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handleExit(err, metadata) {
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// no-op
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}
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handleEvent(eventName, metadata) {
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// no-op
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}
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handleLoad() {
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// no-op
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}
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}
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