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

app/views/account/entries/index.html.erb

@@ -2,23 +2,25 @@
   <div class="bg-white p-5 border border-alpha-black-25 rounded-xl shadow-xs">
     <div class="flex items-center justify-between mb-4">
       <%= tag.h2 t(".title"), class: "font-medium text-lg" %>
-      <div data-controller="menu" data-testid="activity-menu">
-        <button class="btn btn--secondary flex items-center gap-2" data-menu-target="button">
-          <%= lucide_icon("plus", class: "w-4 h-4") %>
-          <%= tag.span t(".new") %>
-        </button>
-        <div data-menu-target="content" class="z-10 hidden bg-white rounded-lg border border-alpha-black-25 shadow-xs p-1">
-          <%= link_to new_account_valuation_path(@account), data: { turbo_frame: :modal }, class: "block p-2 rounded-lg hover:bg-gray-50 flex items-center gap-2" do %>
-            <%= lucide_icon("circle-dollar-sign", class: "text-gray-500 w-5 h-5") %>
-            <%= tag.span t(".new_balance"), class: "text-sm" %>
-          <% end %>
+      <% unless @account.plaid_account_id.present? %>
+        <div data-controller="menu" data-testid="activity-menu">
+          <button class="btn btn--secondary flex items-center gap-2" data-menu-target="button">
+            <%= lucide_icon("plus", class: "w-4 h-4") %>
+            <%= tag.span t(".new") %>
+          </button>
+          <div data-menu-target="content" class="z-10 hidden bg-white rounded-lg border border-alpha-black-25 shadow-xs p-1">
+            <%= link_to new_account_valuation_path(@account), data: { turbo_frame: :modal }, class: "block p-2 rounded-lg hover:bg-gray-50 flex items-center gap-2" do %>
+              <%= lucide_icon("circle-dollar-sign", class: "text-gray-500 w-5 h-5") %>
+              <%= tag.span t(".new_balance"), class: "text-sm" %>
+            <% end %>
 
-          <%= link_to @account.investment? ? new_account_trade_path(@account) : new_transaction_path(account_id: @account.id), data: { turbo_frame: :modal }, class: "block p-2 rounded-lg hover:bg-gray-50 flex items-center gap-2" do %>
-            <%= lucide_icon("credit-card", class: "text-gray-500 w-5 h-5") %>
-            <%= tag.span t(".new_transaction"), class: "text-sm" %>
-          <% end %>
+            <%= link_to @account.investment? ? new_account_trade_path(@account) : new_transaction_path(account_id: @account.id), data: { turbo_frame: :modal }, class: "block p-2 rounded-lg hover:bg-gray-50 flex items-center gap-2" do %>
+              <%= lucide_icon("credit-card", class: "text-gray-500 w-5 h-5") %>
+              <%= tag.span t(".new_transaction"), class: "text-sm" %>
+            <% end %>
+          </div>
         </div>
-      </div>
+      <% end %>
     </div>
 
     <div>

app/views/account/holdings/index.html.erb

@@ -23,11 +23,6 @@
       <div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
         <% if @holdings.any? %>
           <%= render partial: "account/holdings/holding", collection: @holdings, spacer_template: "ruler" %>
-        <% elsif @account.needs_sync? || true %>
-          <div class="flex flex-col justify-center items-center pt-4 pb-8">
-            <p class="text-gray-500 p-4"><%= t(".needs_sync") %></p>
-            <%= button_to "Sync holding prices", sync_account_path(@account), class: "bg-gray-900 text-white text-sm rounded-lg px-3 py-2" %>
-          </div>
         <% else %>
           <p class="text-gray-500 text-sm p-4"><%= t(".no_holdings") %></p>
         <% end %>

app/views/account/trades/_trade.html.erb

@@ -3,7 +3,7 @@
 <% trade, account = entry.account_trade, entry.account %>
 
 <div class="grid grid-cols-12 items-center text-gray-900 text-sm font-medium p-4">
-  <div class="pr-10 flex items-center gap-4 col-span-6">
+  <div class="col-span-8 flex items-center gap-4">
     <% if selectable %>
       <%= check_box_tag dom_id(entry, "selection"),
                         class: "maybe-checkbox maybe-checkbox--light",
@@ -30,21 +30,11 @@
     </div>
   </div>
 
-  <div class="flex items-center justify-end gap-1 col-span-3">
-    <% if entry.account_transaction? && entry.marked_as_transfer? %>
-      <%= tag.p entry.inflow? ? t(".deposit") : t(".withdrawal") %>
-    <% elsif entry.account_transaction? %>
-      <%= tag.p entry.inflow? ? t(".inflow") : t(".outflow") %>
-    <% else %>
-      <%= tag.p trade.buy? ? t(".buy") : t(".sell") %>
-    <% end %>
+  <div class="col-span-2 justify-self-end font-medium text-sm">
+    <%= tag.span format_money(entry.amount_money) %>
   </div>
 
-  <div class="col-span-3 flex items-center justify-end">
-    <% if entry.account_transaction? %>
-      <%= tag.p format_money(entry.amount_money * -1), class: { "text-green-500": entry.inflow? } %>
-    <% else %>
-      <%= tag.p format_money(entry.amount_money * -1), class: { "text-green-500": trade.sell? } %>
-    <% end %>
+  <div class="col-span-2 justify-self-end">
+    <%= tag.p "--", class: "font-medium text-sm text-gray-400" %>
   </div>
 </div>

app/views/account/transactions/_transaction.html.erb

@@ -68,7 +68,11 @@
 
   <% if show_balance %>
     <div class="col-span-2 justify-self-end">
-      <%= tag.p format_money(entry.trend.current), class: "font-medium text-sm text-gray-900" %>
+      <% if entry.account.investment? %>
+        <%= tag.p "--", class: "font-medium text-sm text-gray-400" %>
+      <% else %>
+        <%= tag.p format_money(entry.trend.current), class: "font-medium text-sm text-gray-900" %>
+      <% end %>
     </div>
   <% end %>
 </div>

app/views/account/transfers/_form.html.erb

@@ -26,8 +26,8 @@
   </section>
 
   <section class="space-y-2">
-    <%= f.collection_select :from_account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".select_account"), label: t(".from") }, required: true %>
-    <%= f.collection_select :to_account_id, Current.family.accounts.alphabetically, :id, :name, { prompt: t(".select_account"), label: t(".to") }, required: true %>
+    <%= f.collection_select :from_account_id, Current.family.accounts.manual.alphabetically, :id, :name, { prompt: t(".select_account"), label: t(".from") }, required: true %>
+    <%= f.collection_select :to_account_id, Current.family.accounts.manual.alphabetically, :id, :name, { prompt: t(".select_account"), label: t(".to") }, required: true %>
     <%= f.money_field :amount, label: t(".amount"), required: true, hide_currency: true %>
     <%= f.date_field :date, value: transfer.date, label: t(".date"), required: true, max: Date.current %>
   </section>