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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
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Zach Gollwitzer 2024-11-15 13:49:37 -05:00 • committed by GitHub
parent 3bc9da4105
commit cbba2ba675
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32
app/views/account/entries/index.html.erb
View file

@ -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>