1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-21 06:09:38 +02:00
Maybe/app/controllers/accounts_controller.rb
Zach Gollwitzer cbba2ba675
Some checks are pending
Publish Docker image / ci (push) Waiting to run
Publish Docker image / Build docker image (push) Blocked by required conditions
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

46 lines
1.1 KiB
Ruby

class AccountsController < ApplicationController
layout :with_sidebar
before_action :set_account, only: %i[sync]
def index
@manual_accounts = Current.family.accounts.manual.active.alphabetically
@plaid_items = Current.family.plaid_items.active.ordered
end
def summary
@period = Period.from_param(params[:period])
snapshot = Current.family.snapshot(@period)
@net_worth_series = snapshot[:net_worth_series]
@asset_series = snapshot[:asset_series]
@liability_series = snapshot[:liability_series]
@accounts = Current.family.accounts
@account_groups = @accounts.by_group(period: @period, currency: Current.family.currency)
end
def list
@period = Period.from_param(params[:period])
render layout: false
end
def sync
unless @account.syncing?
@account.sync_later
end
redirect_to account_path(@account)
end
def sync_all
unless Current.family.syncing?
Current.family.sync_later
end
redirect_to accounts_path
end
private
def set_account
@account = Current.family.accounts.find(params[:id])
end
end