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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:) %>
<details open class="group bg-white p-4 border border-alpha-black-25 shadow-xs rounded-xl">
<summary class="flex items-center gap-2 focus-visible:outline-none">
<%= lucide_icon "chevron-right", class: "group-open:transform group-open:rotate-90 text-gray-500 w-5" %>
<div class="flex items-center justify-center h-8 w-8 rounded-full bg-black/5">
<%= lucide_icon("folder-pen", class: "w-5 h-5 text-gray-500") %>
</div>
<span class="mr-auto text-sm font-medium text-gray-900"><%= t(".other_accounts") %></span>
</summary>
<div class="space-y-4 mt-4">
<%= render "accounts/index/account_groups", accounts: accounts %>
</div>
</details>