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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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@ -5,12 +5,6 @@
<%= form.hidden_field :accountable_type %>
<%= form.hidden_field :return_to, value: params[:return_to] %>
<% if account.new_record? %>
<%= form.hidden_field :institution_id %>
<% else %>
<%= form.collection_select :institution_id, Current.family.institutions.alphabetically, :id, :name, { include_blank: t(".ungrouped"), label: t(".institution") } %>
<% end %>
<%= form.text_field :name, placeholder: t(".name_placeholder"), required: "required", label: t(".name_label") %>
<%= form.money_field :balance, label: t(".balance"), required: true, default_currency: Current.family.currency %>