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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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@ -4,7 +4,10 @@
<%= tag.div class: "space-y-4" do %>
<%= render "accounts/show/header", account: @account %>
<%= render "accounts/show/chart",
<% if @account.plaid_account_id.present? %>
<%= render "investments/chart", account: @account %>
<% else %>
<%= render "accounts/show/chart",
account: @account,
title: t(".chart_title"),
tooltip: render(
@ -12,6 +15,7 @@
value: @account.value,
cash: @account.balance_money
) %>
<% end %>
<div class="min-h-[800px]">
<%= render "accounts/show/tabs", account: @account, tabs: [