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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

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