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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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<%# locals: (accounts:) %>
<% accounts.group_by(&:accountable_type).sort_by { |group, _| group }.each do |group, accounts| %>
<div class="bg-gray-25 p-1 rounded-xl">
<div class="flex items-center px-4 py-2 text-xs font-medium text-gray-500">
<p><%= to_accountable_title(Accountable.from_type(group)) %></p>
<span class="text-gray-400 mx-2">&middot;</span>
<p><%= accounts.count %></p>
<p class="ml-auto"><%= totals_by_currency(collection: accounts, money_method: :balance_money) %></p>
</div>
<div class="bg-white">
<% accounts.each do |account| %>
<%= render account %>
<% end %>
</div>
</div>
<% end %>