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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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2
app/views/cryptos/new.html.erb
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@ -1,5 +1,5 @@
<% if params[:step] == "method_select" %>
<%= render "accounts/new/method_selector", path: new_crypto_path(institution_id: params[:institution_id], return_to: params[:return_to]) %>
<%= render "accounts/new/method_selector", path: new_crypto_path(return_to: params[:return_to]), link_token: @link_token %>
<% else %>
<%= modal_form_wrapper title: t(".title") do %>
<%= render "cryptos/form", account: @account, url: cryptos_path %>