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Lunch flow improvements (#268)

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- Add support to link existing account with lunch-flow
The account will be promoted to a lunch flow connection now
( TBD if we want to allow un-linking? )
- Add support for proper de-dup at provider import level. This will handle de-dups for Lunch Flow, Plaid and SimpleFIN
- Fix plaid account removal on invalid credentials
This commit is contained in:
soky srm
2025-10-31 13:29:44 +01:00
committed by GitHub
parent da114b5b3d
commit 106fcd06e4
11 changed files with 561 additions and 5 deletions
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9
app/views/accounts/_account.html.erb
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@@ -32,6 +32,15 @@
<%= link_to edit_account_path(account, return_to: return_to), data: { turbo_frame: :modal }, class: "group-hover/account:flex hidden hover:opacity-80 items-center justify-center" do %>
<%= icon("pencil-line", size: "sm") %>
<% end %>
<% if !account.account_providers.exists? && (account.accountable_type == "Depository" || account.accountable_type == "CreditCard") %>
<%= link_to select_existing_account_lunchflow_items_path(account_id: account.id, return_to: return_to),
data: { turbo_frame: :modal },
class: "group-hover/account:flex hidden hover:opacity-80 items-center justify-center gap-1",
title: t("accounts.account.link_lunchflow") do %>
<%= icon("link", size: "sm") %>
<% end %>
<% end %>
<% end %>
</div>
<div class="flex items-center gap-8">