13 commits

Author	SHA1	Message	Date
Zach Gollwitzer	cbba2ba675	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	2024-11-15 13:49:37 -05:00
Zach Gollwitzer	65db49273c	Account Activity View + Account Forms (#1406) ... * Remove balance mode, sketch out refactor * Activity view checkpoint * Entry partials, checkpoint * Finish txn partial * Give entries context when editing for different turbo responses * Calculate change of balance for each entry * Account tabs consolidation * Translations, linting, brakeman updates * Account actions concern * Finalize forms, get account system tests passing * Get tests passing * Lint, rubocop, schema updates * Improve routing and stream responses * Fix broken routes * Add import option for adding accounts * Fix system test * Fix test specificity * Fix sparklines * Improve account redirects	2024-11-04 20:27:31 -05:00
Zach Gollwitzer	3c0fdd84ee	Fix mode bug	2024-10-18 18:25:17 -04:00
Zach Gollwitzer	263d65ea7e	Basic account onboarding (#1328) ... * Basic account onboarding * Cleanup	2024-10-18 17:18:54 -04:00
Zach Gollwitzer	e8e100e1d8	Rework account views and addition flow (#1324) ... * Move accountable partials * Split accountables into separate view partials * Fix test * Add form to permitted partials * Fix failing system tests * Update new account modal views * New sync algorithm implementation * Update account system test assertions to match new behavior * Fix off by 1 date error * Revert new balance sync algorithm * Add missing account overviews	2024-10-18 14:37:42 -04:00
Zach Gollwitzer	c744237b55	Allow cents in start balance for accounts	2024-10-11 12:43:50 -04:00
Zach Gollwitzer	aa16807c6c	Allow institutions on edit account form	2024-10-10 11:43:28 -04:00
Zach Gollwitzer	dce9adb534	Add institution back as hidden field on account form	2024-10-10 11:39:50 -04:00
Zach Gollwitzer	5c7d2f2b01	Better import instructions, remove ambiguous field (#1284) ... * Remove ambiguous institution field * Add import instructions * Fix system test * Remove lint and i18n normalization checks in CI	2024-10-10 11:18:58 -04:00
Zach Gollwitzer	4bfe47540d	Basic trade and holdings view (#1271) ... * Add trade view * Lint fix * Fix stale placeholder variable * Add holding view	2024-10-09 14:59:18 -04:00
Zach Gollwitzer	5942ce7e3c	Finalize transaction drawer, simplify money form helpers (#1191) ... * Finalize transaction drawer, simplify money form helpers * Fix money form errors * Reusable disclosure helper, fix styles * Final style tweaks	2024-09-20 08:38:19 -04:00
Tony Vincent	e06f0c76f9	Add error handling for vehicle and property account creation (#1179) ... * add error handling for vehicle and property account creation * Add required true for money_field * Remove rescue in controllers	2024-09-17 10:37:09 -04:00
Zach Gollwitzer	e856691c86	Add Property Details View (#1116) ... * Add backend for property account details * Rubocop updates * Add property form with details * Revert "Rubocop updates" This reverts commit 05b0b8f3a4. * Bump brakeman to latest version * Add overview section to property view * Lint fixes	2024-08-23 08:47:08 -04:00