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Code Issues Releases Activity Actions 2

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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12
app/models/demo/generator.rb
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@ -107,8 +107,7 @@ class Demo::Generator
accountable: CreditCard.new,
name: "Chase Credit Card",
balance: 2300,
currency: "USD",
institution: family.institutions.find_or_create_by(name: "Chase")
currency: "USD"
50.times do
merchant = random_family_record(Merchant)
@ -134,8 +133,7 @@ class Demo::Generator
accountable: Depository.new,
name: "Chase Checking",
balance: 15000,
currency: "USD",
institution: family.institutions.find_or_create_by(name: "Chase")
currency: "USD"
10.times do
create_transaction! \
@ -159,8 +157,7 @@ class Demo::Generator
name: "Demo Savings",
balance: 40000,
currency: "USD",
subtype: "savings",
institution: family.institutions.find_or_create_by(name: "Chase")
subtype: "savings"
income_category = categories.find { |c| c.name == "Income" }
income_tag = tags.find { |t| t.name == "Emergency Fund" }
@ -208,8 +205,7 @@ class Demo::Generator
accountable: Investment.new,
name: "Robinhood",
balance: 100000,
currency: "USD",
institution: family.institutions.find_or_create_by(name: "Robinhood")
currency: "USD"
aapl = Security.find_by(ticker: "AAPL")
tm = Security.find_by(ticker: "TM")