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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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@ -20,8 +20,10 @@
<% end %>
<div class="flex items-center gap-3 ml-auto">
<%= button_to sync_account_path(account), method: :post, class: "flex items-center gap-2", title: "Sync Account" do %>
<%= lucide_icon "refresh-cw", class: "w-4 h-4 text-gray-500 hover:text-gray-400" %>
<% unless account.plaid_account_id.present? %>
<%= button_to sync_account_path(account), disabled: account.syncing?, class: "flex items-center gap-2", title: "Sync Account" do %>
<%= lucide_icon "refresh-cw", class: "w-4 h-4 text-gray-500 hover:text-gray-400" %>
<% end %>
<% end %>
<%= render "accounts/show/menu", account: account %>