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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
39
app/models/sync.rb
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39
app/models/sync.rb
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class Sync < ApplicationRecord
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belongs_to :syncable, polymorphic: true
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enum :status, { pending: "pending", syncing: "syncing", completed: "completed", failed: "failed" }
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scope :ordered, -> { order(created_at: :desc) }
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def perform
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start!
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syncable.sync_data(start_date: start_date)
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complete!
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rescue StandardError => error
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fail! error
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raise error if Rails.env.development?
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end
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private
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def family
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syncable.is_a?(Family) ? syncable : syncable.family
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end
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def start!
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update! status: :syncing
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end
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def complete!
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update! status: :completed, last_ran_at: Time.current
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family.broadcast_refresh
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end
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def fail!(error)
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update! status: :failed, error: error.message, last_ran_at: Time.current
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family.broadcast_refresh
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end
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end
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