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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
28
app/models/provider/plaid_sandbox.rb
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28
app/models/provider/plaid_sandbox.rb
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class Provider::PlaidSandbox < Provider::Plaid
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attr_reader :client
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def initialize
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@client = create_client
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end
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def fire_webhook(item, type: "TRANSACTIONS", code: "SYNC_UPDATES_AVAILABLE")
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client.sandbox_item_fire_webhook(
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Plaid::SandboxItemFireWebhookRequest.new(
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access_token: item.access_token,
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webhook_type: type,
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webhook_code: code,
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)
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)
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end
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private
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def create_client
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raise "Plaid sandbox is not supported in production" if Rails.env.production?
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api_client = Plaid::ApiClient.new(
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Rails.application.config.plaid
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)
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Plaid::PlaidApi.new(api_client)
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end
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end
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