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Code Issues Releases Activity Actions 2

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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10
config/initializers/plaid.rb Normal file
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Rails.application.configure do
config.plaid = nil
if ENV["PLAID_CLIENT_ID"].present? && ENV["PLAID_SECRET"].present?
config.plaid = Plaid::Configuration.new
config.plaid.server_index = Plaid::Configuration::Environment[ENV["PLAID_ENV"] || "sandbox"]
config.plaid.api_key["PLAID-CLIENT-ID"] = ENV["PLAID_CLIENT_ID"]
config.plaid.api_key["PLAID-SECRET"] = ENV["PLAID_SECRET"]
end
end