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Code Issues Releases Activity Actions 2

Enhance Plaid connection management with re-authentication and error handling (#1854)

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* Enhance Plaid connection management with re-authentication and error handling

- Add support for Plaid item status tracking (good/requires_update)
- Implement re-authentication flow for Plaid connections
- Handle connection errors and provide user-friendly reconnection options
- Update Plaid link token generation to support item updates
- Add localization for new connection management states

* Remove redundant 'reconnect' localization for Plaid items
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Josh Pigford 2025-02-12 12:59:35 -06:00 • committed by GitHub
parent 08a2d35308
commit f1f2e103ce
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11 changed files with 156 additions and 19 deletions
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17
app/models/provider/plaid.rb
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@ -65,18 +65,25 @@ class Provider::Plaid
raise JWT::VerificationError, "Invalid webhook body hash" unless ActiveSupport::SecurityUtils.secure_compare(expected_hash, actual_hash)
end
def get_link_token(user_id:, webhooks_url:, redirect_url:, accountable_type: nil)
request = Plaid::LinkTokenCreateRequest.new({
def get_link_token(user_id:, webhooks_url:, redirect_url:, accountable_type: nil, access_token: nil)
request_params = {
user: { client_user_id: user_id },
client_name: "Maybe Finance",
products: [ get_primary_product(accountable_type) ],
additional_consented_products: get_additional_consented_products(accountable_type),
country_codes: country_codes,
language: "en",
webhook: webhooks_url,
redirect_uri: redirect_url,
transactions: { days_requested: MAX_HISTORY_DAYS }
})
}
if access_token.present?
request_params[:access_token] = access_token
else
request_params[:products] = [ get_primary_product(accountable_type) ]
request_params[:additional_consented_products] = get_additional_consented_products(accountable_type)
end
request = Plaid::LinkTokenCreateRequest.new(request_params)
client.link_token_create(request)
end