diff --git a/app/views/accounts/new/_method_selector.html.erb b/app/views/accounts/new/_method_selector.html.erb index 953dcba78..755d714f9 100644 --- a/app/views/accounts/new/_method_selector.html.erb +++ b/app/views/accounts/new/_method_selector.html.erb @@ -12,7 +12,7 @@ <% if show_us_link %> <%# Default US-only Link %> <%= link_to new_plaid_item_path(region: "us", accountable_type: accountable_type), - class: "text-primary flex items-center gap-4 w-full text-center focus:outline-hidden focus:bg-gray-50 border border-transparent focus:border focus:border-gray-200 px-2 hover:bg-gray-50 rounded-lg p-2", + class: "text-primary flex items-center gap-4 w-full text-center focus:outline-hidden focus:bg-surface border border-transparent focus:border focus:border-primary px-2 hover:bg-surface rounded-lg p-2", data: { turbo_frame: "modal" } do %> <%= icon("link-2") %> @@ -24,7 +24,7 @@ <%# EU Link %> <% if show_eu_link %> <%= link_to new_plaid_item_path(region: "eu", accountable_type: accountable_type), - class: "text-primary flex items-center gap-4 w-full text-center focus:outline-hidden focus:bg-gray-50 border border-transparent focus:border focus:border-gray-200 px-2 hover:bg-gray-50 rounded-lg p-2", + class: "text-primary flex items-center gap-4 w-full text-center focus:outline-hidden focus:bg-surface border border-transparent focus:border focus:border-primary px-2 hover:bg-surface rounded-lg p-2", data: { turbo_frame: "modal" } do %> <%= icon("link-2") %> @@ -35,10 +35,10 @@ <%# SimpleFin Link %> <%= link_to new_simplefin_item_path, - class: "text-primary flex items-center gap-4 w-full text-center focus:outline-hidden focus:bg-gray-50 border border-transparent focus:border focus:border-gray-200 px-2 hover:bg-gray-50 rounded-lg p-2", + class: "text-primary flex items-center gap-4 w-full text-center focus:outline-hidden focus:bg-surface border border-transparent focus:border focus:border-primary px-2 hover:bg-surface rounded-lg p-2", data: { turbo_frame: "modal" } do %> - - <%= icon("building-2", class: "text-green-600") %> + + <%= icon("building-2") %> Connect with SimpleFin <% end %> diff --git a/app/views/simplefin_items/_simplefin_item.html.erb b/app/views/simplefin_items/_simplefin_item.html.erb index 12c069fad..128edaf3e 100644 --- a/app/views/simplefin_items/_simplefin_item.html.erb +++ b/app/views/simplefin_items/_simplefin_item.html.erb @@ -6,12 +6,12 @@
<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %> -
+
<% if simplefin_item.logo.attached? %> <%= image_tag simplefin_item.logo, class: "rounded-full h-full w-full", loading: "lazy" %> <% else %>
- <%= tag.p simplefin_item.name.first.upcase, class: "text-green-600 text-xs font-medium" %> + <%= tag.p simplefin_item.name.first.upcase, class: "text-primary text-xs font-medium" %>
<% end %>
diff --git a/app/views/simplefin_items/index.html.erb b/app/views/simplefin_items/index.html.erb index fd53989e3..01ff66d16 100644 --- a/app/views/simplefin_items/index.html.erb +++ b/app/views/simplefin_items/index.html.erb @@ -23,8 +23,8 @@
<% else %>
-
- <%= icon "building-2", size: "lg", class: "text-green-600" %> +
+ <%= icon "building-2", size: "lg" %>

No SimpleFin connections

Connect your bank accounts through SimpleFin to automatically sync transactions.

diff --git a/app/views/simplefin_items/new.html.erb b/app/views/simplefin_items/new.html.erb index 1c7e4c1c4..6b7fbb332 100644 --- a/app/views/simplefin_items/new.html.erb +++ b/app/views/simplefin_items/new.html.erb @@ -1,44 +1,38 @@ <% content_for :title, "Add SimpleFin Connection" %> <%= render DS::Dialog.new do |dialog| %> - <% dialog.with_header(title: "Add SimpleFin Connection") do %> -
- <%= icon "building-2", class: "text-green-600" %> - Connect your bank account through SimpleFin -
- <% end %> + <% dialog.with_header(title: "Add SimpleFin Connection") %> <% dialog.with_body do %> <% if @error_message.present? %> <%= render DS::Alert.new(message: @error_message, variant: :error) %> <% end %> - <%= form_with(model: @simplefin_item, local: true, data: { turbo: false }, class: "space-y-6") do |form| %> -
-
- <%= form.label :setup_token, "SimpleFin Setup Token", class: "block text-sm font-medium text-primary mb-2" %> - <%= form.text_area :setup_token, - placeholder: "Paste your SimpleFin setup token here...", - rows: 4, - class: "w-full px-3 py-2 border border-primary rounded-lg focus:ring-2 focus:ring-blue-500 focus:border-blue-500 text-sm font-mono" %> -

- Get your setup token from - <%= link_to "SimpleFin Bridge", "https://bridge.simplefin.org/simplefin/create", - target: "_blank", - class: "text-blue-600 hover:text-blue-800 underline" %> -

-
+ <%= styled_form_with model: @simplefin_item, local: true, data: { turbo: false }, class: "flex flex-col gap-4 justify-between grow text-primary" do |form| %> +
+ <%= form.text_area :setup_token, + label: "SimpleFin Setup Token", + placeholder: "Paste your SimpleFin setup token here...", + rows: 4, + required: true %> + +

+ Get your setup token from + <%= link_to "SimpleFin Bridge", "https://bridge.simplefin.org/simplefin/create", + target: "_blank", + class: "text-link underline" %> +

-
+
- <%= icon "info", size: "sm", class: "text-blue-600 mt-0.5 flex-shrink-0" %> + <%= icon "info", size: "sm", class: "text-primary mt-0.5 flex-shrink-0" %>
-

How to get your setup token:

-
    -
  1. Visit <%= link_to "SimpleFin Bridge", "https://bridge.simplefin.org/simplefin/create", target: "_blank", class: "underline" %>
  2. +

    How to get your setup token:

    +
      +
    1. Visit <%= link_to "SimpleFin Bridge", "https://bridge.simplefin.org/simplefin/create", target: "_blank", class: "text-link underline" %>
    2. Connect your bank account using your online banking credentials
    3. Copy the SimpleFin setup token that appears (it will be a long Base64-encoded string)
    4. Paste it above and click "Add Connection"
    -

    +

    Note: Setup tokens can only be used once. If the connection fails, you'll need to create a new token.

@@ -46,13 +40,7 @@
-
- <%= form.submit "Add Connection", - class: "flex-1 bg-blue-600 text-white px-4 py-2 rounded-lg font-medium hover:bg-blue-700 focus:ring-2 focus:ring-blue-500 focus:ring-offset-2" %> - <%= link_to "Cancel", - simplefin_items_path, - class: "px-4 py-2 text-secondary hover:text-primary" %> -
+ <%= form.submit "Add Connection" %> <% end %> <% end %> <% end %> \ No newline at end of file diff --git a/app/views/simplefin_items/setup_accounts.html.erb b/app/views/simplefin_items/setup_accounts.html.erb index 02ebb6d51..6493be9d7 100644 --- a/app/views/simplefin_items/setup_accounts.html.erb +++ b/app/views/simplefin_items/setup_accounts.html.erb @@ -3,7 +3,7 @@ <%= render DS::Dialog.new do |dialog| %> <% dialog.with_header(title: "Set Up Your SimpleFin Accounts") do %>
- <%= icon "building-2", class: "text-green-600" %> + <%= icon "building-2", class: "text-primary" %> Choose the correct account types for your imported accounts
<% end %> @@ -16,14 +16,14 @@ class: "space-y-6" do |form| %>
-
+
- <%= icon "info", size: "sm", class: "text-blue-600 mt-0.5 flex-shrink-0" %> + <%= icon "info", size: "sm", class: "text-primary mt-0.5 flex-shrink-0" %>
-

+

Choose the correct account type for each SimpleFin account:

-
    +
    • Checking or Savings - Regular bank accounts
    • Credit Card - Credit card accounts
    • Investment - Brokerage, 401(k), IRA accounts
    • @@ -52,7 +52,7 @@ <%= select_tag "account_types[#{simplefin_account.id}]", options_for_select(@account_type_options, Account.map_simplefin_type_to_accountable_type(simplefin_account.account_type, account_name: simplefin_account.name)), - { class: "w-full px-3 py-2 border border-primary rounded-lg focus:ring-2 focus:ring-blue-500 focus:border-blue-500", + { class: "w-full px-3 py-2 border border-primary rounded-lg focus:ring-2 focus:ring-blue-600 focus:border-blue-600", data: { action: "change->account-type-selector#updateSubtype" } } %> @@ -67,7 +67,7 @@ options_for_select([["Select subtype", ""]] + @depository_subtypes, simplefin_account.name.downcase.include?("checking") ? "checking" : simplefin_account.name.downcase.include?("savings") ? "savings" : ""), - { class: "w-full px-3 py-2 border border-primary rounded-lg focus:ring-2 focus:ring-blue-500 focus:border-blue-500" } %> + { class: "w-full px-3 py-2 border border-primary rounded-lg focus:ring-2 focus:ring-blue-600 focus:border-blue-600" } %>
@@ -106,7 +106,7 @@
<%= form.submit "Create Accounts", - class: "flex-1 bg-blue-600 text-white px-4 py-2 rounded-lg font-medium hover:bg-blue-700 focus:ring-2 focus:ring-blue-500 focus:ring-offset-2" %> + class: "flex-1 bg-blue-600 text-white px-4 py-2 rounded-lg font-medium hover:bg-blue-700 focus:ring-2 focus:ring-blue-600 focus:ring-offset-2" %> <%= link_to "Cancel", simplefin_items_path, class: "px-4 py-2 text-secondary hover:text-primary" %>