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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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43
app/views/lunchflow_items/select_existing_account.html.erb Normal file
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<%= turbo_frame_tag "modal" do %>
<%= render DS::Dialog.new do |dialog| %>
<% dialog.with_header(title: t(".title", account_name: @account.name)) %>
<% dialog.with_body do %>
<div class="space-y-4">
<p class="text-sm text-secondary">
<%= t(".description") %>
</p>
<form action="<%= link_existing_account_lunchflow_items_path %>" method="post" class="space-y-4" data-turbo-frame="_top">
<%= hidden_field_tag :authenticity_token, form_authenticity_token %>
<%= hidden_field_tag :account_id, @account.id %>
<%= hidden_field_tag :return_to, @return_to %>
<div class="space-y-2">
<% @available_accounts.each do |account| %>
<label class="flex items-start gap-3 p-3 border border-primary rounded-lg hover:bg-subtle cursor-pointer transition-colors">
<%= radio_button_tag "lunchflow_account_id", account[:id], false, class: "mt-1" %>
<div class="flex-1">
<div class="font-medium text-sm text-primary">
<%= account[:name] %>
</div>
<div class="text-xs text-secondary mt-1">
<%= account[:institution_name] %> • <%= account[:currency] %> • <%= account[:status] %>
</div>
</div>
</label>
<% end %>
</div>
<div class="flex gap-2 justify-end pt-4">
<%= link_to t(".cancel"), @return_to || accounts_path,
class: "inline-flex items-center gap-1 px-3 py-2 text-sm font-medium rounded-lg text-primary button-bg-secondary hover:button-bg-secondary-hover",
data: { turbo_frame: "_top" } %>
<%= submit_tag t(".link_account"),
class: "inline-flex items-center gap-1 px-3 py-2 text-sm font-medium rounded-lg text-inverse bg-inverse hover:bg-inverse-hover disabled:button-bg-disabled" %>
</div>
</form>
</div>
<% end %>
<% end %>
<% end %>