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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
This commit is contained in:
Zach Gollwitzer
GitHub
parent
3bc9da4105
commit
cbba2ba675
127 changed files with 1537 additions and 841 deletions
17
app/views/accounts/index/_account_groups.erb
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17
app/views/accounts/index/_account_groups.erb
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@ -0,0 +1,17 @@
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<%# locals: (accounts:) %>
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<% accounts.group_by(&:accountable_type).sort_by { |group, _| group }.each do |group, accounts| %>
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<div class="bg-gray-25 p-1 rounded-xl">
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<div class="flex items-center px-4 py-2 text-xs font-medium text-gray-500">
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<p><%= to_accountable_title(Accountable.from_type(group)) %></p>
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<span class="text-gray-400 mx-2">·</span>
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<p><%= accounts.count %></p>
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<p class="ml-auto"><%= totals_by_currency(collection: accounts, money_method: :balance_money) %></p>
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</div>
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<div class="bg-white">
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<% accounts.each do |account| %>
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<%= render account %>
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<% end %>
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</div>
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</div>
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<% end %>
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@ -1,91 +0,0 @@
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<%# locals: (institution:) %>
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<details open class="group bg-white p-4 border border-alpha-black-25 shadow-xs rounded-xl">
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<summary class="flex items-center justify-between gap-2 focus-visible:outline-none">
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<div class="flex items-center gap-2">
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<%= lucide_icon "chevron-right", class: "group-open:transform group-open:rotate-90 text-gray-500 w-5" %>
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<div class="flex items-center justify-center h-8 w-8 bg-blue-600/10 rounded-full bg-black/5">
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<% if institution_logo(institution) %>
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<%= image_tag institution_logo(institution), class: "rounded-full h-full w-full" %>
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<% else %>
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<div class="flex items-center justify-center">
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<%= tag.p institution.name.first.upcase, class: "text-blue-600 text-xs font-medium" %>
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</div>
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<% end %>
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</div>
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<div class="pl-1 text-sm">
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<%= link_to institution.name, edit_institution_path(institution), data: { turbo_frame: :modal }, class: "font-medium text-gray-900 hover:underline" %>
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<% if institution.has_issues? %>
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<div class="flex items-center gap-1 text-error">
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<%= lucide_icon "alert-octagon", class: "shrink-0 w-4 h-4" %>
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<%= tag.span t(".has_issues") %>
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</div>
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<% elsif institution.syncing? %>
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<div class="text-gray-500 flex items-center gap-1">
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<%= lucide_icon "loader", class: "w-4 h-4 animate-pulse" %>
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<%= tag.span t(".syncing") %>
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</div>
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<% else %>
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<p class="text-gray-500"><%= institution.last_synced_at ? t(".status", last_synced_at: time_ago_in_words(institution.last_synced_at)) : t(".status_never") %></p>
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<% end %>
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</div>
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</div>
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<div class="flex items-center gap-2">
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<%= button_to sync_institution_path(institution), method: :post, class: "text-gray-900 flex hover:text-gray-800 items-center text-sm font-medium hover:underline" do %>
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<%= lucide_icon "refresh-cw", class: "w-4 h-4" %>
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<% end %>
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<%= contextual_menu do %>
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<div class="w-48 p-1 text-sm leading-6 text-gray-900 bg-white shadow-lg shrink rounded-xl ring-1 ring-gray-900/5">
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<%= link_to new_account_path(institution_id: institution.id, return_to: accounts_path),
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class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg",
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data: { turbo_frame: :modal } do %>
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<%= lucide_icon "plus", class: "w-5 h-5 text-gray-500" %>
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<span><%= t(".add_account_to_institution") %></span>
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<% end %>
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<%= link_to edit_institution_path(institution),
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class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg",
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data: { turbo_frame: :modal } do %>
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<%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
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<span><%= t(".edit") %></span>
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<% end %>
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<%= button_to institution_path(institution),
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method: :delete,
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class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
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data: {
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turbo_confirm: {
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title: t(".confirm_title"),
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body: t(".confirm_body"),
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accept: t(".confirm_accept")
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}
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} do %>
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<%= lucide_icon "trash-2", class: "w-5 h-5" %>
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<span><%= t(".delete") %></span>
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<% end %>
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</div>
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<% end %>
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</div>
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</summary>
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<div class="space-y-4 mt-4">
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<% if institution.accounts.any? %>
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<%= render "accountable_group", accounts: institution.accounts %>
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<% else %>
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<div class="p-4 flex flex-col gap-3 items-center justify-center">
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<p class="text-gray-500 text-sm">There are no accounts in this financial institution</p>
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<%= link_to new_account_path(institution_id: institution.id, return_to: accounts_path), class: "w-fit flex text-white text-sm font-medium items-center gap-1 bg-gray-900 rounded-lg p-1.5 pr-2", data: { turbo_frame: "modal" } do %>
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<%= lucide_icon("plus", class: "w-4 h-4") %>
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<span><%= t(".new_account") %></span>
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<% end %>
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</div>
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<% end %>
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</div>
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</details>
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@ -12,6 +12,6 @@
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</summary>
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<div class="space-y-4 mt-4">
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<%= render "accountable_group", accounts: accounts %>
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<%= render "accounts/index/account_groups", accounts: accounts %>
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</div>
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</details>
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