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Basic Plaid Integration (#1433)
* 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
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127 changed files with 1537 additions and 841 deletions
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@ -4,7 +4,10 @@
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<%= tag.div class: "space-y-4" do %>
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<%= render "accounts/show/header", account: @account %>
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<%= render "accounts/show/chart",
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<% if @account.plaid_account_id.present? %>
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<%= render "investments/chart", account: @account %>
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<% else %>
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<%= render "accounts/show/chart",
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account: @account,
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title: t(".chart_title"),
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tooltip: render(
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@ -12,6 +15,7 @@
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value: @account.value,
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cash: @account.balance_money
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) %>
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<% end %>
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<div class="min-h-[800px]">
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<%= render "accounts/show/tabs", account: @account, tabs: [
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