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/accounts/index.html.erb

@@ -7,19 +7,14 @@
     <h1 class="text-xl"><%= t(".accounts") %></h1>
     <div class="flex items-center gap-5">
       <div class="flex items-center gap-2">
-        <%= contextual_menu do %>
-          <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">
-            <%= link_to new_institution_path,
-                        class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg font-normal",
-                        data: { turbo_frame: "modal" } do %>
-              <%= lucide_icon "building-2", class: "w-5 h-5 text-gray-500" %>
-              <span class="text-black"><%= t(".add_institution") %></span>
-            <% end %>
-          </div>
+        <%= button_to sync_all_accounts_path,
+                      disabled: Current.family.syncing?,
+                      class: "btn btn--outline flex items-center gap-2",
+                      title: t(".sync") do %>
+          <%= lucide_icon "refresh-cw", class: "w-5 h-5" %>
+          <span><%= t(".sync") %></span>
         <% end %>
 
-        <%= render "sync_all_button" %>
-
         <%= link_to new_account_path(return_to: accounts_path),
                     data: { turbo_frame: "modal" },
                     class: "btn btn--primary flex items-center gap-1" do %>
@@ -30,16 +25,16 @@
     </div>
   </header>
 
-  <% if @accounts.empty? && @institutions.empty? %>
+  <% if @manual_accounts.empty? && @plaid_items.empty? %>
     <%= render "empty" %>
   <% else %>
     <div class="space-y-2">
-      <% @institutions.each do |institution| %>
-        <%= render "accounts/index/institution_accounts", institution: %>
+      <% if @plaid_items.any? %>
+        <%= render @plaid_items.sort_by(&:created_at) %>
       <% end %>
 
-      <% if @accounts.any? %>
-        <%= render "accounts/index/institutionless_accounts", accounts: @accounts %>
+      <% if @manual_accounts.any? %>
+        <%= render "accounts/index/manual_accounts", accounts: @manual_accounts %>
       <% end %>
     </div>
   <% end %>