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Add instituion details & notes to Account model (#481)

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- Add institution name & domain, to allow fetching logos when no provider is configured
- Add free-form textarea for storing misc. notes (eg. sort codes, account numbers)
- Update account settings form to support these new fields
This commit is contained in:
Matthew Kilpatrick
2025-12-23 23:59:50 +00:00
committed by GitHub
parent 104324a82b
commit 68864b1fdb
14 changed files with 139 additions and 5 deletions
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db/schema.rb generated
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@@ -46,6 +46,9 @@ ActiveRecord::Schema[7.2].define(version: 2025_12_15_100443) do
t.jsonb "locked_attributes", default: {}
t.string "status", default: "active"
t.uuid "simplefin_account_id"
t.string "institution_name"
t.string "institution_domain"
t.text "notes"
t.index ["accountable_id", "accountable_type"], name: "index_accounts_on_accountable_id_and_accountable_type"
t.index ["accountable_type"], name: "index_accounts_on_accountable_type"
t.index ["currency"], name: "index_accounts_on_currency"