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11 commits

Author SHA1 Message Date
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
Zach Gollwitzer
5eb5ec7aef
fix: Plaid webhook verification (#1824)
* Fix Plaid webhook verification

* Fix client creation in webhook controller
2025-02-07 10:35:42 -05:00
Josh Pigford
7ba9063e04
feat: Add institution details to Plaid items (#1816)
* feat: Add institution details to Plaid items

- Fetch and store institution URL, ID, and primary color for Plaid items
- Update PlaidItem model to retrieve and save institution metadata
- Add new method in Plaid provider to get institution details
- Update account logo view to use institution domain for logo generation

* Add institution domain method to Account model

- Extract institution domain logic from view to Account model
- Simplify logo view by using new institution_domain method
- Improve code reusability and separation of concerns
2025-02-06 08:57:24 -06:00
Zach Gollwitzer
89027f1fbf EU only allows transactions Plaid product 2025-02-03 20:39:08 -05:00
Zach Gollwitzer
53f4b32c33
Fix EU plaid flow (#1761)
* Fix EU plaid flow

* Fix failing tests
2025-01-31 17:04:26 -05:00
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
e1d3c7a4a1
Add CA country code to Plaid link
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-01-16 16:02:06 -05:00
Zach Gollwitzer
800eb4c146
Plaid sync tests and multi-currency investment support (#1531)
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* Plaid sync tests and multi-currency investment support

* Fix system test

* Cleanup

* Remove data migration
2024-12-12 08:56:52 -05:00
Zach Gollwitzer
a4adfed82b Disable Plaid i18n until we support full i18n 2024-11-25 09:48:21 -05:00
Zach Gollwitzer
69f6d7f8ea Enable consent for additional plaid products
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2024-11-15 17:33:18 -05:00
Zach Gollwitzer
cbba2ba675
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
2024-11-15 13:49:37 -05:00