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/investments/_chart.html.erb

@@ -1 +1,25 @@
 <%# locals: (account:) %>
+
+<% period = Period.from_param(params[:period]) %>
+<% series = account.series(period: period) %>
+<% trend = series.trend %>
+
+<div class="bg-white shadow-xs rounded-xl border border-alpha-black-25 rounded-lg">
+  <div class="p-4 flex justify-between">
+    <div class="space-y-2">
+      <div class="flex items-center gap-1">
+        <%= tag.p t(".value"), class: "text-sm font-medium text-gray-500" %>
+      </div>
+
+      <%= tag.p format_money(account.value), class: "text-gray-900 text-3xl font-medium" %>
+    </div>
+  </div>
+
+  <div class="relative h-64 flex items-center justify-center">
+    <%= image_tag "placeholder-graph.svg", class: "w-full h-full object-cover rounded-bl-lg rounded-br-lg opacity-50" %>
+    <div class="absolute top-0 left-0 w-full h-full flex flex-col items-center justify-center space-y-1">
+      <p class="text-gray-900 text-sm">Historical investment data coming soon.</p>
+      <p class="text-gray-500 text-sm">We're working to bring you the full picture.</p>
+    </div>
+  </div>
+</div>

app/views/investments/new.html.erb

@@ -1,5 +1,5 @@
 <% if params[:step] == "method_select" %>
-  <%= render "accounts/new/method_selector", path: new_investment_path(institution_id: params[:institution_id], return_to: params[:return_to]) %>
+  <%= render "accounts/new/method_selector", path: new_investment_path(return_to: params[:return_to]), link_token: @link_token %>
 <% else %>
   <%= modal_form_wrapper title: t(".title") do %>
     <%= render "investments/form", account: @account, url: investments_path %>

app/views/investments/show.html.erb

@@ -4,7 +4,10 @@
   <%= tag.div class: "space-y-4" do %>
     <%= render "accounts/show/header", account: @account %>
 
-    <%= render "accounts/show/chart",
+    <% if @account.plaid_account_id.present? %>
+      <%= render "investments/chart", account: @account %>
+    <% else %>
+      <%= render "accounts/show/chart",
                account: @account,
                title: t(".chart_title"),
                tooltip: render(
@@ -12,6 +15,7 @@
                  value: @account.value,
                  cash: @account.balance_money
                ) %>
+    <% end %>
 
     <div class="min-h-[800px]">
       <%= render "accounts/show/tabs", account: @account, tabs: [