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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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20
app/models/account.rb
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@ -4,8 +4,8 @@ class Account < ApplicationRecord
validates :name, :balance, :currency, presence: true
belongs_to :family
belongs_to :institution, optional: true
belongs_to :import, optional: true
belongs_to :plaid_account, optional: true
has_many :import_mappings, as: :mappable, dependent: :destroy, class_name: "Import::Mapping"
has_many :entries, dependent: :destroy, class_name: "Account::Entry"
@ -14,18 +14,17 @@ class Account < ApplicationRecord
has_many :trades, through: :entries, source: :entryable, source_type: "Account::Trade"
has_many :holdings, dependent: :destroy
has_many :balances, dependent: :destroy
has_many :syncs, dependent: :destroy
has_many :issues, as: :issuable, dependent: :destroy
monetize :balance
enum :classification, { asset: "asset", liability: "liability" }, validate: { allow_nil: true }
scope :active, -> { where(is_active: true) }
scope :active, -> { where(is_active: true, scheduled_for_deletion: false) }
scope :assets, -> { where(classification: "asset") }
scope :liabilities, -> { where(classification: "liability") }
scope :alphabetically, -> { order(:name) }
scope :ungrouped, -> { where(institution_id: nil) }
scope :manual, -> { where(plaid_account_id: nil) }
has_one_attached :logo
@ -87,6 +86,19 @@ class Account < ApplicationRecord
end
end
def destroy_later
update!(scheduled_for_deletion: true)
DestroyJob.perform_later(self)
end
def sync_data(start_date: nil)
update!(last_synced_at: Time.current)
resolve_stale_issues
Balance::Syncer.new(self, start_date: start_date).run
Holding::Syncer.new(self, start_date: start_date).run
end
def original_balance
balance_amount = balances.chronological.first&.balance || balance
Money.new(balance_amount, currency)