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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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@ -9,6 +9,7 @@
<%= stylesheet_link_tag "tailwind", "inter-font", "data-turbo-track": "reload" %>
<%= stylesheet_link_tag "application", "data-turbo-track": "reload" %>
<%= javascript_include_tag "https://cdn.plaid.com/link/v2/stable/link-initialize.js" %>
<%= combobox_style_tag %>
<%= javascript_importmap_tags %>
@ -30,9 +31,13 @@
<%= render "impersonation_sessions/super_admin_bar" if Current.true_user&.super_admin? %>
<%= render "impersonation_sessions/approval_bar" if Current.true_user&.impersonated_support_sessions&.initiated&.any? %>
<div class="fixed z-50 space-y-1 top-6 right-10">
<div id="notification-tray">
<div class="fixed z-50 bottom-6 left-6">
<div id="notification-tray" class="space-y-1">
<%= render_flash_notifications %>
<% if Current.family&.syncing? %>
<%= render "shared/notification", id: "syncing-notification", type: :processing, message: t(".syncing") %>
<% end %>
</div>
</div>