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Maybe/app/views/accounts/index.html.erb
Zach Gollwitzer cbba2ba675
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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
2024-11-15 13:49:37 -05:00

43 lines
1.4 KiB
Text

<% content_for :sidebar do %>
<%= render "settings/nav" %>
<% end %>
<div class="space-y-4">
<header class="flex justify-between items-center text-gray-900 font-medium">
<h1 class="text-xl"><%= t(".accounts") %></h1>
<div class="flex items-center gap-5">
<div class="flex items-center gap-2">
<%= button_to sync_all_accounts_path,
disabled: Current.family.syncing?,
class: "btn btn--outline flex items-center gap-2",
title: t(".sync") do %>
<%= lucide_icon "refresh-cw", class: "w-5 h-5" %>
<span><%= t(".sync") %></span>
<% end %>
<%= link_to new_account_path(return_to: accounts_path),
data: { turbo_frame: "modal" },
class: "btn btn--primary flex items-center gap-1" do %>
<%= lucide_icon("plus", class: "w-5 h-5") %>
<p class="text-sm font-medium"><%= t(".new_account") %></p>
<% end %>
</div>
</div>
</header>
<% if @manual_accounts.empty? && @plaid_items.empty? %>
<%= render "empty" %>
<% else %>
<div class="space-y-2">
<% if @plaid_items.any? %>
<%= render @plaid_items.sort_by(&:created_at) %>
<% end %>
<% if @manual_accounts.any? %>
<%= render "accounts/index/manual_accounts", accounts: @manual_accounts %>
<% end %>
</div>
<% end %>
<%= settings_nav_footer %>
</div>