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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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13
config/routes.rb
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@ -114,9 +114,6 @@ Rails.application.routes.draw do
end
end
resources :institutions, except: %i[index show] do
post :sync, on: :member
end
resources :invite_codes, only: %i[index create]
resources :issues, only: :show
@ -150,8 +147,14 @@ Rails.application.routes.draw do
end
end
# Stripe webhook endpoint
post "webhooks/stripe", to: "webhooks#stripe"
resources :plaid_items, only: %i[create destroy] do
post :sync, on: :member
end
namespace :webhooks do
post "plaid"
post "stripe"
end
# Reveal health status on /up that returns 200 if the app boots with no exceptions, otherwise 500.
# Can be used by load balancers and uptime monitors to verify that the app is live.