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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
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<% end %>
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<div class="flex items-center gap-3 ml-auto">
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<%= button_to sync_account_path(account), method: :post, class: "flex items-center gap-2", title: "Sync Account" do %>
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<%= lucide_icon "refresh-cw", class: "w-4 h-4 text-gray-500 hover:text-gray-400" %>
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<% unless account.plaid_account_id.present? %>
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<%= button_to sync_account_path(account), disabled: account.syncing?, class: "flex items-center gap-2", title: "Sync Account" do %>
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<%= lucide_icon "refresh-cw", class: "w-4 h-4 text-gray-500 hover:text-gray-400" %>
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<% end %>
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<% end %>
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<%= render "accounts/show/menu", account: account %>
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