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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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@ -1,12 +0,0 @@
one:
account: depository
status: failed
start_date: 2024-07-07
last_ran_at: 2024-07-07 09:03:31
error: test sync error
two:
account: investment
status: completed
start_date: 2024-07-07
last_ran_at: 2024-07-07 09:03:32

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@ -21,7 +21,15 @@ depository:
currency: USD
accountable_type: Depository
accountable: one
institution: chase
connected:
family: dylan_family
name: Connected Account
balance: 5000
currency: USD
accountable_type: Depository
accountable: two
plaid_account: one
credit_card:
family: dylan_family
@ -30,7 +38,6 @@ credit_card:
currency: USD
accountable_type: CreditCard
accountable: one
institution: chase
investment:
family: dylan_family

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@ -1 +1,2 @@
one: { }
one: { }
two: {}

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@ -1,8 +1,10 @@
empty:
name: Family
stripe_subscription_status: active
last_synced_at: <%= Time.now %>
dylan_family:
name: The Dylan Family
stripe_subscription_status: active
last_synced_at: <%= Time.now %>

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@ -1,8 +0,0 @@
chase:
name: Chase
family: dylan_family
revolut:
name: Revolut
family: dylan_family
logo_url: <%= "file://" + Rails.root.join('test/fixtures/files/square-placeholder.png').to_s %>

3
test/fixtures/plaid_accounts.yml vendored Normal file
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@ -0,0 +1,3 @@
one:
plaid_item: one
plaid_id: "1234567890"

5
test/fixtures/plaid_items.yml vendored Normal file
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@ -0,0 +1,5 @@
one:
family: dylan_family
plaid_id: "1234567890"
access_token: encrypted_token_1
name: "Test Bank"

17
test/fixtures/syncs.yml vendored Normal file
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@ -0,0 +1,17 @@
account:
syncable_type: Account
syncable: depository
last_ran_at: <%= Time.now %>
status: completed
plaid_item:
syncable_type: PlaidItem
syncable: one
last_ran_at: <%= Time.now %>
status: completed
family:
syncable_type: Family
syncable: dylan_family
last_ran_at: <%= Time.now %>
status: completed