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Multi-step account forms + clearer balance editing (#2427)

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* Initial multi-step property form

* Improve form structure, add optional tooltip help icons to form fields

* Add basic inline alert component

* Clean up and improve property form lifecycle

* Implement Account status concept

* Lint fixes

* Remove whitespace

* Balance editing, scope updates for account

* Passing tests

* Fix brakeman warning

* Remove stale columns

* data constraint tweaks

* Redundant property
This commit is contained in:
Zach Gollwitzer
2025-07-03 09:33:07 -04:00
committed by GitHub
parent ba7e8d3893
commit 662f2c04ce
66 changed files with 1036 additions and 427 deletions
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2
app/models/assistant/function/get_accounts.rb
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@@ -22,7 +22,7 @@ class Assistant::Function::GetAccounts < Assistant::Function
type: account.accountable_type,
start_date: account.start_date,
is_plaid_linked: account.plaid_account_id.present?,
is_active: account.is_active,
status: account.status,
historical_balances: historical_balances(account)
}
end