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[PR #87] [CLOSED] Plaid Integration #37441

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opened 2026-04-23 10:36:07 -05:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-04-23 10:36:07 -05:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/87
Author: @culpeppers
Created: 6/3/2022
Status: ❌ Closed

Base: master ← Head: master

📝 Commits (10+)

📊 Changes

52 files changed (+18515 additions, -341 deletions)

View changed files

📝 .circleci/config.yml (+3 -3)
📝 package.json (+3 -0)
➖ packages/api/app/bundle.api.js.map (+0 -1)
➖ packages/browser/build/kcab/kcab.worker.aa6c27be841c02f80a53.js.map (+0 -1)
➖ packages/browser/build/kcab/kcab.worker.b16816d5632f095a8a84.js.map (+0 -1)
➖ packages/browser/build/static/js/3.03227275.chunk.js.map (+0 -1)
📝 packages/desktop-client/config/webpackDevServer.config.js (+4 -2)
📝 packages/desktop-client/jest.config.js (+1 -1)
📝 packages/desktop-client/package.json (+4 -1)
📝 packages/desktop-client/public/data-file-index.txt (+9 -9)
➕ packages/desktop-client/public/plaid-link.html (+138 -0)
📝 packages/desktop-client/src/components/Modals.js (+14 -0)
📝 packages/desktop-client/src/components/Settings.js (+58 -2)
📝 packages/desktop-client/src/components/SidebarWithData.js (+2 -1)
📝 packages/desktop-client/src/components/accounts/Account.js (+107 -47)
📝 packages/desktop-client/src/components/accounts/AccountSyncCheck.js (+13 -0)
📝 packages/desktop-client/src/components/accounts/TransactionsTable.js (+10 -0)
➕ packages/desktop-client/src/components/modals/ManagePlaidAccounts.js (+0 -0)
➕ packages/desktop-client/src/inc (+0 -0)
📝 packages/desktop-client/src/plaid.js (+14 -2)

...and 32 more files

📄 Description

This PR adds Plaid integration in conjunction with the accompanying PR for actual-server.

  • Created a Plaid Link html page to handle Plaid Link on the client side.
  • Added an option in settings to auto-sync with Plaid every 30 minutes.
  • Modified headers to allow the import of a Plaid script to use Plaid Link.
  • Enabled by default the ability to add either a linked or local account.
  • Removed text that stated an account could not be added from the sidebar.

I am sure there are more efficient ways to handle the various additions and modifications, however my main goal was to use what was already created to complete this process.

It is again important to note that this must be used in combination with the Plaid Integration PR on actual-server. Otherwise this will not operate in either environment.

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/87 **Author:** [@culpeppers](https://github.com/culpeppers) **Created:** 6/3/2022 **Status:** ❌ Closed **Base:** `master` ← **Head:** `master` --- ### 📝 Commits (10+) - [`8a3db78`](https://github.com/actualbudget/actual/commit/8a3db786a09785d56a6c7749ff89b10d21e19882) Initial commit - [`23799f3`](https://github.com/actualbudget/actual/commit/23799f3df911ce910031d7655ed85ab42ce9496a) Add create-web-token handler - [`90e40c7`](https://github.com/actualbudget/actual/commit/90e40c7451930927e8ddb6f0df0f6a6c565b251b) WIP - [`44b41d5`](https://github.com/actualbudget/actual/commit/44b41d5b5d090e2a37a0afaf08b91c913edc0630) Work In Progress - [`649d890`](https://github.com/actualbudget/actual/commit/649d89061a702ad6688339cac5001a0786705d94) Basic workflow complete - [`b2c62b6`](https://github.com/actualbudget/actual/commit/b2c62b60a960282bffc89cec4866ad71010cf568) Enable acct link in sidebar - [`8a20e64`](https://github.com/actualbudget/actual/commit/8a20e643fda402ed70bf829af2b6064e2433f50d) Improve handling of web token - [`019c06d`](https://github.com/actualbudget/actual/commit/019c06d4a68b4448f75fdbd2e2358cce7638a97b) Refactor user validation code - [`55a1dff`](https://github.com/actualbudget/actual/commit/55a1dffe7e5a7ee3a311ae5d9159c5a4aa3b257e) Add plaid autosync and set clientid & secret - [`273ab59`](https://github.com/actualbudget/actual/commit/273ab5960b0a0e237c491654e476bf846d53131b) Merge pull request #1 from katrovman/plaid ### 📊 Changes **52 files changed** (+18515 additions, -341 deletions) <details> <summary>View changed files</summary> 📝 `.circleci/config.yml` (+3 -3) 📝 `package.json` (+3 -0) ➖ `packages/api/app/bundle.api.js.map` (+0 -1) ➖ `packages/browser/build/kcab/kcab.worker.aa6c27be841c02f80a53.js.map` (+0 -1) ➖ `packages/browser/build/kcab/kcab.worker.b16816d5632f095a8a84.js.map` (+0 -1) ➖ `packages/browser/build/static/js/3.03227275.chunk.js.map` (+0 -1) 📝 `packages/desktop-client/config/webpackDevServer.config.js` (+4 -2) 📝 `packages/desktop-client/jest.config.js` (+1 -1) 📝 `packages/desktop-client/package.json` (+4 -1) 📝 `packages/desktop-client/public/data-file-index.txt` (+9 -9) ➕ `packages/desktop-client/public/plaid-link.html` (+138 -0) 📝 `packages/desktop-client/src/components/Modals.js` (+14 -0) 📝 `packages/desktop-client/src/components/Settings.js` (+58 -2) 📝 `packages/desktop-client/src/components/SidebarWithData.js` (+2 -1) 📝 `packages/desktop-client/src/components/accounts/Account.js` (+107 -47) 📝 `packages/desktop-client/src/components/accounts/AccountSyncCheck.js` (+13 -0) 📝 `packages/desktop-client/src/components/accounts/TransactionsTable.js` (+10 -0) ➕ `packages/desktop-client/src/components/modals/ManagePlaidAccounts.js` (+0 -0) ➕ `packages/desktop-client/src/inc` (+0 -0) 📝 `packages/desktop-client/src/plaid.js` (+14 -2) _...and 32 more files_ </details> ### 📄 Description This PR adds Plaid integration in conjunction with the accompanying PR for actual-server. - Created a Plaid Link html page to handle Plaid Link on the client side. - Added an option in settings to auto-sync with Plaid every 30 minutes. - Modified headers to allow the import of a Plaid script to use Plaid Link. - Enabled by default the ability to add either a linked or local account. - Removed text that stated an account could not be added from the sidebar. I am sure there are more efficient ways to handle the various additions and modifications, however my main goal was to use what was already created to complete this process. It is again important to note that this must be used in combination with the Plaid Integration PR on actual-server. Otherwise this will not operate in either environment. --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-04-23 10:36:07 -05:00
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Reference: github-starred/actual#37441
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