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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
This commit is contained in:
Zach Gollwitzer 2024-11-15 13:49:37 -05:00 • committed by GitHub
parent 3bc9da4105
commit cbba2ba675
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127 changed files with 1537 additions and 841 deletions
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20
app/views/account/trades/_trade.html.erb
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@ -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>