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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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3bc9da4105
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127 changed files with 1537 additions and 841 deletions
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@ -19,7 +19,7 @@ class Account::EntriesControllerTest < ActionDispatch::IntegrationTest
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end
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assert_redirected_to account_url(entry.account)
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assert_enqueued_with(job: AccountSyncJob)
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assert_enqueued_with(job: SyncJob)
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end
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end
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@ -51,7 +51,7 @@ class Account::EntriesControllerTest < ActionDispatch::IntegrationTest
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end
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assert_redirected_to account_entry_url(entry.account, entry)
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assert_enqueued_with(job: AccountSyncJob)
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assert_enqueued_with(job: SyncJob)
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end
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end
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@ -109,7 +109,7 @@ class Account::TradesControllerTest < ActionDispatch::IntegrationTest
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assert created_entry.amount.positive?
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assert created_entry.account_trade.qty.positive?
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assert_equal "Transaction created successfully.", flash[:notice]
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assert_enqueued_with job: AccountSyncJob
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assert_enqueued_with job: SyncJob
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assert_redirected_to @entry.account
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end
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@ -132,7 +132,7 @@ class Account::TradesControllerTest < ActionDispatch::IntegrationTest
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assert created_entry.amount.negative?
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assert created_entry.account_trade.qty.negative?
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assert_equal "Transaction created successfully.", flash[:notice]
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assert_enqueued_with job: AccountSyncJob
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assert_enqueued_with job: SyncJob
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assert_redirected_to @entry.account
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end
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end
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@ -35,6 +35,6 @@ class Account::TransactionsControllerTest < ActionDispatch::IntegrationTest
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assert_equal "Transaction updated successfully.", flash[:notice]
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assert_redirected_to account_entry_url(@entry.account, @entry)
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assert_enqueued_with(job: AccountSyncJob)
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assert_enqueued_with(job: SyncJob)
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end
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end
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@ -21,7 +21,7 @@ class Account::TransfersControllerTest < ActionDispatch::IntegrationTest
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name: "Test Transfer"
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}
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}
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assert_enqueued_with job: AccountSyncJob
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assert_enqueued_with job: SyncJob
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end
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end
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@ -29,7 +29,7 @@ class Account::ValuationsControllerTest < ActionDispatch::IntegrationTest
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end
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assert_equal "Valuation created successfully.", flash[:notice]
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assert_enqueued_with job: AccountSyncJob
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assert_enqueued_with job: SyncJob
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assert_redirected_to account_valuations_path(@entry.account)
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end
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