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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
This commit is contained in:
Zach Gollwitzer
GitHub
parent
3bc9da4105
commit
cbba2ba675
127 changed files with 1537 additions and 841 deletions
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@ -1,5 +0,0 @@
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---
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en:
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account:
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sync:
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failed: Sync failed
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@ -16,7 +16,7 @@ en:
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new: New
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new_balance: New balance
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new_transaction: New transaction
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no_entries: No entries found
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no_entries: No entries found
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title: Activity
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loading:
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loading: Loading entries...
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@ -9,8 +9,6 @@ en:
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cost: cost
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holdings: Holdings
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name: name
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needs_sync: Your account needs to sync the latest prices to calculate this
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portfolio
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new_holding: New transaction
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no_holdings: No holdings to show.
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return: total return
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@ -44,12 +44,5 @@ en:
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settings: Settings
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symbol_label: Symbol
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total_return_label: Unrealized gain/loss
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trade:
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buy: Buy
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deposit: Deposit
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inflow: Inflow
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outflow: Outflow
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sell: Sell
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withdrawal: Withdrawal
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update:
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success: Trade updated successfully.
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@ -6,40 +6,28 @@ en:
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troubleshoot: Troubleshoot
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account_list:
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new_account: New %{type}
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create:
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success: "%{type} account created"
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destroy:
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success: "%{type} account scheduled for deletion"
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empty:
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empty_message: Add an account either via connection, importing or entering manually.
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new_account: New account
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no_accounts: No accounts yet
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form:
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balance: Current balance
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institution: Financial institution
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name_label: Account name
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name_placeholder: Example account name
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ungrouped: "(none)"
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index:
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accounts: Accounts
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add_institution: Add institution
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institution_accounts:
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add_account_to_institution: Add new account
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confirm_accept: Delete institution
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confirm_body: Don't worry, none of the accounts within this institution will
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be affected by this deletion. Accounts will be ungrouped and all historical
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data will remain intact.
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confirm_title: Delete financial institution?
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delete: Delete institution
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edit: Edit institution
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has_issues: Issue detected, see accounts
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new_account: Add account
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status: Last synced %{last_synced_at} ago
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status_never: Requires data sync
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syncing: Syncing...
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institutionless_accounts:
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manual_accounts:
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other_accounts: Other accounts
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new_account: New account
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sync: Sync all
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new:
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import_accounts: Import accounts
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method_selector:
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connected_entry: Link account (coming soon)
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connected_entry: Link account
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manual_entry: Enter account balance
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title: How would you like to add it?
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title: What would you like to add?
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@ -58,6 +46,7 @@ en:
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confirm_title: Delete account?
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edit: Edit
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import: Import transactions
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manage: Manage accounts
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summary:
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header:
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accounts: Accounts
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@ -70,7 +59,5 @@ en:
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no_liabilities: No liabilities found
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no_liabilities_description: Add a liability either via connection, importing
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or entering manually.
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sync_all:
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success: Successfully queued accounts for syncing.
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sync_all_button:
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sync: Sync all
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update:
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success: "%{type} account updated"
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@ -1,10 +1,6 @@
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---
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en:
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credit_cards:
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create:
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success: Credit card account created
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destroy:
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success: Credit card account deleted
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edit:
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edit: Edit %{account}
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form:
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@ -27,5 +23,3 @@ en:
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expiration_date: Expiration Date
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minimum_payment: Minimum Payment
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unknown: Unknown
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update:
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success: Credit card account updated
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@ -1,13 +1,7 @@
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---
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en:
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cryptos:
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create:
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success: Crypto account created
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destroy:
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success: Crypto account deleted
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edit:
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edit: Edit %{account}
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new:
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title: Enter account balance
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update:
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success: Crypto account updated
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@ -1,10 +1,6 @@
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---
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en:
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depositories:
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create:
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success: Depository account created
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destroy:
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success: Depository account deleted
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edit:
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edit: Edit %{account}
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form:
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@ -12,5 +8,3 @@ en:
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subtype_prompt: Select account type
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new:
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title: Enter account balance
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update:
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success: Depository account updated
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@ -1,17 +0,0 @@
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---
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en:
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institutions:
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create:
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success: Institution created
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destroy:
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success: Institution deleted
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edit:
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edit: Edit %{institution}
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form:
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name: Financial institution name
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new:
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new_institution: New financial institution
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sync:
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success: Institution sync started
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update:
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success: Institution updated
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@ -1,10 +1,8 @@
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---
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en:
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investments:
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create:
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success: Investment account created
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destroy:
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success: Investment account deleted
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chart:
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value: Total value
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edit:
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edit: Edit %{account}
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form:
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@ -14,8 +12,6 @@ en:
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title: Enter account balance
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show:
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chart_title: Total value
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update:
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success: Investment account updated
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value_tooltip:
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cash: Cash
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holdings: Holdings
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@ -1,6 +1,8 @@
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---
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en:
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layouts:
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application:
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syncing: Syncing account data...
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auth:
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existing_account: Already have an account?
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no_account: New to Maybe?
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@ -1,10 +1,6 @@
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---
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en:
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loans:
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create:
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success: Loan account created
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destroy:
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success: Loan account deleted
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edit:
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edit: Edit %{account}
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form:
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@ -24,5 +20,3 @@ en:
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term: Term
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type: Type
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unknown: Unknown
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update:
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success: Loan account updated
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@ -1,13 +1,7 @@
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---
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en:
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other_assets:
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create:
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success: Other asset account created
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destroy:
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success: Other asset account deleted
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edit:
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edit: Edit %{account}
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new:
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title: Enter asset details
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update:
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success: Other asset account updated
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@ -1,13 +1,7 @@
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---
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en:
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other_liabilities:
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create:
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success: Other liability account created
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destroy:
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success: Other liability account deleted
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edit:
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edit: Edit %{account}
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new:
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title: Enter liability details
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update:
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success: Other liability account updated
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20
config/locales/views/plaid_items/en.yml
Normal file
20
config/locales/views/plaid_items/en.yml
Normal file
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---
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en:
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plaid_items:
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create:
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success: Account linked successfully. Please wait for accounts to sync.
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destroy:
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success: Accounts scheduled for deletion.
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plaid_item:
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confirm_accept: Delete institution
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confirm_body: This will permanently delete all the accounts in this group and
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all associated data.
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confirm_title: Delete institution?
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delete: Delete
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error: Error occurred while syncing data
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no_accounts_description: We could not load any accounts from this financial
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institution.
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no_accounts_title: No accounts found
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status: Last synced %{timestamp} ago
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status_never: Requires data sync
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syncing: Syncing...
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@ -1,10 +1,6 @@
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---
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en:
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properties:
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create:
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success: Property account created
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destroy:
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success: Property account deleted
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edit:
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edit: Edit %{account}
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form:
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@ -34,5 +30,3 @@ en:
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trend: Trend
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unknown: Unknown
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year_built: Year Built
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update:
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success: Property account updated
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create: Continue
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registrations:
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create:
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failure: There was a problem signing up.
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invalid_invite_code: Invalid invite code, please try again.
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success: You have signed up successfully.
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failure: There was a problem signing up.
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new:
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invitation_message: "%{inviter} has invited you to join as a %{role}"
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join_family_title: Join %{family}
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---
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en:
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vehicles:
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create:
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success: Vehicle account created
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destroy:
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success: Vehicle account deleted
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edit:
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edit: Edit %{account}
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form:
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trend: Trend
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unknown: Unknown
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year: Year
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update:
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success: Vehicle account updated
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Loading…
Add table
Add a link
Reference in a new issue