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Code Issues Releases Activity Actions 1

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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4
test/system/accounts_test.rb
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@ -4,6 +4,8 @@ class AccountsTest < ApplicationSystemTestCase
setup do
sign_in @user = users(:family_admin)
Family.any_instance.stubs(:get_link_token).returns("test-link-token")
visit root_url
open_new_account_modal
end
@ -67,7 +69,7 @@ class AccountsTest < ApplicationSystemTestCase
assert_account_created("OtherLiability")
end
test "can sync all acounts on accounts page" do
test "can sync all accounts on accounts page" do
visit accounts_url
assert_button "Sync all"
end