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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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<%= stylesheet_link_tag "tailwind", "inter-font", "data-turbo-track": "reload" %>
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<%= stylesheet_link_tag "application", "data-turbo-track": "reload" %>
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<%= javascript_include_tag "https://cdn.plaid.com/link/v2/stable/link-initialize.js" %>
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<%= combobox_style_tag %>
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<%= javascript_importmap_tags %>
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@ -30,9 +31,13 @@
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<%= render "impersonation_sessions/super_admin_bar" if Current.true_user&.super_admin? %>
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<%= render "impersonation_sessions/approval_bar" if Current.true_user&.impersonated_support_sessions&.initiated&.any? %>
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<div class="fixed z-50 space-y-1 top-6 right-10">
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<div id="notification-tray">
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<div class="fixed z-50 bottom-6 left-6">
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<div id="notification-tray" class="space-y-1">
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<%= render_flash_notifications %>
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<% if Current.family&.syncing? %>
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<%= render "shared/notification", id: "syncing-notification", type: :processing, message: t(".syncing") %>
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<% end %>
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</div>
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</div>
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