Allow operations on account for everyone by an access key

[ka8725]

I as a parent of my child should be able to share this account view with my wife (or other relative).

These relatives should be able to:

• see the balance and the full list of transactions
• delete existing transactions (follow-up task - the user who added this transaction should approve it)
• add +/- transactions
• when I share the direct link to manage the account the system generates a secret phrase that should be used to verify the invited user signup. I reveal this phrase in person for the invited user

Please think about it and discuss if necessary, this flow is just an idea for now. Probably, needs a brainstorming.

Keep track of the record of who makes changes to the account balance.

This ticket needs some prep steps:

• the user who gets the direct link should approve their identity (provide their email and approve it, and the system should create a user for this and the account)

[ka8725]

[ka8725]

Create Invitation model

• user has many invitations

InvitationToAccount model structure:

• belongs to invitee (user)
• email (invitee) optional for direct messages
• name
• token (SecureRandom.uuid) - used in URL
• account
• status (new, accepted)

*advanced scenario: option to allow sharing my transactions or not

Invitation link:

• sent to email
• any time I can copy it and send directly
• if user is logged in and visits the page they see a confirmation window, when accepting then allow manage the account, status of invitation gets accepted value
• if is not logged in, allow signup, do autologin after this and run scenario above
• user cannot accept the link twice

Access logic

The accepted invite should allow managing the account. Fix:

• index page
• show page permissions
• fix transaction created ("from", "to" account - should be the current user account) (if needed)

Summary

Separate invitations page for account where I can manage my invitations:

• create
• copy link
• delete in any status (the invitee loses access in this case)

[ka8725]

Moving to done as it was an epic