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Data provider simplification, tests, and documentation (#1997)

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* Ignore env.test from source control

* Simplification of providers interface

* Synth tests

* Update money to use new find rates method

* Remove unused issues code

* Additional issue feature removals

* Update price data fetching and tests

* Update documentation for providers

* Security test fixes

* Fix self host test

* Update synth usage data access

* Remove AI pr schema changes
This commit is contained in:
Zach Gollwitzer 2025-03-17 11:54:53 -04:00 • committed by GitHub
parent dd75cadebc
commit f65b93a352
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95 changed files with 2014 additions and 1638 deletions
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7
app/models/family.rb
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@ -1,5 +1,5 @@
class Family < ApplicationRecord
include Synthable, Plaidable, Syncable, AutoTransferMatchable
include Syncable, AutoTransferMatchable
DATE_FORMATS = [
[ "MM-DD-YYYY", "%m-%d-%Y" ],
@ -19,7 +19,6 @@ class Family < ApplicationRecord
has_many :invitations, dependent: :destroy
has_many :imports, dependent: :destroy
has_many :issues, through: :accounts
has_many :entries, through: :accounts
has_many :transactions, through: :accounts
@ -75,9 +74,9 @@ class Family < ApplicationRecord
def get_link_token(webhooks_url:, redirect_url:, accountable_type: nil, region: :us, access_token: nil)
provider = if region.to_sym == :eu
self.class.plaid_eu_provider
Providers.plaid_eu
else
self.class.plaid_us_provider
Providers.plaid_us
end
# early return when no provider