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6 commits

Author SHA1 Message Date
Zach Gollwitzer
d21e385962
Lazy load Plaid link tokens, fix link issues on broadcast (#2302)
* Lazy load Plaid link tokens, fix link issues on broadcast

* Fix alert styles
2025-05-25 08:12:54 -04:00
Zach Gollwitzer
10dd9e061a
Improve account sync performance, handle concurrent market data syncing (#2236)
* PlaidConnectable concern

* Remove bad abstraction

* Put sync implementations in own concerns

* Sync strategies

* Move sync orchestration to Sync class

* Clean up sync class, add state machine

* Basic market data sync cron

* Fix price sync

* Improve sync window column names, add timestamps

* 30 day syncs by default

* Clean up market data methods

* Report high duplicate sync counts to Sentry

* Add sync states throughout app

* account tab session

* Persistent account tab selections

* Remove manual sleep

* Add migration to clear stale syncs on self hosted apps

* Tweak sync states

* Sync completion event broadcasts

* Fix timezones in tests

* Cleanup

* More cleanup

* Plaid item UI broadcasts for sync

* Fix account ID namespace conflict

* Sync broadcasters

* Smoother account sync refreshes

* Remove test sync delay
2025-05-15 10:19:56 -04:00
Zach Gollwitzer
381e39bea8
Fix: Purge stale holdings from accounts during sync (#1954)
* Fix: Purge stale holdings from accounts during sync

* Fix typo

* Prevent Plaid holding deletions
2025-03-05 12:21:17 -05:00
Josh Pigford
f1f2e103ce
Enhance Plaid connection management with re-authentication and error handling (#1854)
* 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
2025-02-12 12:59:35 -06:00
Josh Pigford
4bf72506d5
Initial pass at Plaid EU (#1555)
* Initial pass at Plaid EU

* Add EU support to Plaid Items

* Lint

* Temp fix for rubocop isseus

* Merge cleanup

* Pass in region and get tests passing

* Use absolute path for translation

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
2025-01-31 12:13:58 -06:00
Zach Gollwitzer
cbba2ba675
Basic Plaid Integration (#1433)
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Publish Docker image / Build docker image (push) Blocked by required conditions
* 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
2024-11-15 13:49:37 -05:00