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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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30
app/views/accounts/show/_menu.html.erb
View file

@ -2,23 +2,32 @@
<%= 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 edit_account_path(account),
<% if account.plaid_account_id.present? %>
<%= link_to accounts_path,
data: { turbo_frame: :_top },
class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg" do %>
<%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
<span><%= t(".manage") %></span>
<% end %>
<% else %>
<%= link_to edit_account_path(account),
data: { turbo_frame: :modal },
class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg" do %>
<%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
<%= lucide_icon "pencil-line", class: "w-5 h-5 text-gray-500" %>
<span><%= t(".edit") %></span>
<% end %>
<span><%= t(".edit") %></span>
<% end %>
<%= link_to new_import_path,
<%= link_to new_import_path,
data: { turbo_frame: :modal },
class: "block w-full py-2 px-3 space-x-2 text-gray-900 hover:bg-gray-50 flex items-center rounded-lg" do %>
<%= lucide_icon "download", class: "w-5 h-5 text-gray-500" %>
<%= lucide_icon "download", class: "w-5 h-5 text-gray-500" %>
<span><%= t(".import") %></span>
<% end %>
<span><%= t(".import") %></span>
<% end %>
<%= button_to account_path(account),
<%= button_to account_path(account),
method: :delete,
class: "block w-full py-2 px-3 space-x-2 text-red-600 hover:bg-red-50 flex items-center rounded-lg",
data: {
@ -29,7 +38,8 @@
accept: t(".confirm_accept", name: account.name)
}
} do %>
<%= lucide_icon("trash-2", class: "w-5 h-5 mr-2") %> Delete account
<%= lucide_icon("trash-2", class: "w-5 h-5 mr-2") %> Delete account
<% end %>
<% end %>
</div>
<% end %>