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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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16
app/views/accounts/new/_method_selector.html.erb
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@ -1,4 +1,4 @@
<%# locals: (path:) %>
<%# locals: (path:, link_token: nil) %>
<%= render layout: "accounts/new/container", locals: { title: t(".title"), back_path: new_account_path } do %>
<div class="text-sm">
@ -9,11 +9,13 @@
<%= t("accounts.new.method_selector.manual_entry") %>
<% end %>
<span class="flex items-center w-full gap-4 p-2 px-2 text-center border border-transparent rounded-lg cursor-not-allowed focus:outline-none focus:bg-gray-50 focus:border focus:border-gray-200 text-gray-400">
<span class="flex w-8 h-8 shrink-0 grow-0 items-center justify-center rounded-lg bg-alpha-black-50 shadow-[inset_0_0_0_1px_rgba(0,0,0,0.02)]">
<%= lucide_icon("link-2", class: "text-gray-500 w-5 h-5") %>
</span>
<%= t("accounts.new.method_selector.connected_entry") %>
</span>
<% if link_token.present? %>
<button data-controller="plaid" data-action="plaid#open modal#close" data-plaid-link-token-value="<%= @link_token %>" class="flex items-center gap-4 w-full text-center focus:outline-none focus:bg-gray-50 border border-transparent focus:border focus:border-gray-200 px-2 hover:bg-gray-50 rounded-lg p-2">
<span class="flex w-8 h-8 shrink-0 grow-0 items-center justify-center rounded-lg bg-alpha-black-50 shadow-[inset_0_0_0_1px_rgba(0,0,0,0.02)]">
<%= lucide_icon("link-2", class: "text-gray-500 w-5 h-5") %>
</span>
<%= t("accounts.new.method_selector.connected_entry") %>
</button>
<% end %>
</div>
<% end %>