Add institution management and account editing controls #868

2024-06-13T23:24:21+08:00

zachgoll commented

2024-06-13 23:24:21 +08:00

(Migrated from github.com)

https://github.com/maybe-finance/maybe/assets/16676157/be4d1ce8-7055-4f71-9c3f-c9bbc9cb451c

Overview

Allows users to create, update, and delete "financial institutions" that their accounts can optionally belong to
Enables a user to edit basic account details

Institutions overview

An "Institution" represents a financial institution that a user can have accounts with. For example:

Chase Bank
Fidelity Investments
Wealthfront

While we do not currently support data providers to automatically sync with these institutions, it is still valid for a user to group their accounts by institution, similar to how they would see it if they logged in to this institution to manage their accounts.

Another good way to think of an "Institution" is a "Financial Login" (i.e. I login to my Chase account and can see my checking, savings, and credit card Accounts)

Institutions are optional

An Account can optionally be part of an institution. This provides flexibility so that for accounts that do not belong to an institution like a "Collectable" or "Paid Off Vehicle", the user is not required to make up a fictional institution just to create these accounts.

All unassigned accounts will belong to the "Other Accounts" group:

Connected Institutions

In the future, when data providers like Plaid are introduced, an Institution will have an optional association with an Institution::Provider (or something similar) that can store provider-specific information about the institution and can override institution attributes such as logo_url.

https://github.com/maybe-finance/maybe/assets/16676157/be4d1ce8-7055-4f71-9c3f-c9bbc9cb451c ## Overview - Allows users to create, update, and delete "financial institutions" that their accounts can _optionally_ belong to - Enables a user to edit basic account details ## Institutions overview An "Institution" represents a financial institution that a user can have accounts with. For example: - Chase Bank - Fidelity Investments - Wealthfront While we do not currently support data providers to automatically sync with these institutions, it is still valid for a user to group their accounts by institution, similar to how they would see it if they logged in to this institution to manage their accounts. Another good way to think of an "Institution" is a "Financial Login" (i.e. I login to my Chase account and can see my checking, savings, and credit card `Account`s) ### Institutions are optional An `Account` can _optionally_ be part of an institution. This provides flexibility so that for accounts that do not belong to an institution like a "Collectable" or "Paid Off Vehicle", the user is not _required_ to make up a fictional institution just to create these accounts. All unassigned accounts will belong to the "Other Accounts" group: ![CleanShot 2024-06-13 at 11 28 37](https://github.com/maybe-finance/maybe/assets/16676157/006f4300-b317-4631-b673-a3b104fdaf0d) ### Connected Institutions In the future, when data providers like Plaid are introduced, an `Institution` will have an _optional_ association with an `Institution::Provider` (or something similar) that can store provider-specific information about the institution and can override institution attributes such as `logo_url`.

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Reference: gavin/maybe#868