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Maybe/app/models/import
Zach Gollwitzer cbba2ba675
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Basic Plaid Integration (#1433)
* 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
..
account_mapping.rb Basic Plaid Integration (#1433) 2024-11-15 13:49:37 -05:00
account_type_mapping.rb CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) 2024-10-01 10:47:59 -04:00
category_mapping.rb CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) 2024-10-01 10:47:59 -04:00
mapping.rb CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) 2024-10-01 10:47:59 -04:00
row.rb Allow inline account creation when importing CSV (#1291) 2024-10-10 15:14:38 -04:00
tag_mapping.rb CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) 2024-10-01 10:47:59 -04:00