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6 commits

Author SHA1 Message Date
Zach Gollwitzer
9ec94cd1fa Add context to plaid sync errors 2024-12-02 12:04:54 -05:00
Zach Gollwitzer
03e92e63a5 Attempt to sync transactions regardless of main item type 2024-11-25 09:32:07 -05:00
Zach Gollwitzer
c309c8abf8 Safely call liability object when syncing
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2024-11-22 10:41:16 -05:00
Zach Gollwitzer
e641cfccd4
Add post-sync hook (#1479) 2024-11-20 11:01:52 -05:00
Zach Gollwitzer
0af5faaa9f
Make encryption config optional for self hosting users (#1476)
* Fix redirect 404 bug

* Make encryption optional for self-hosters

* Fix test
2024-11-18 10:47:05 -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