Unify provider and account card UI and move setup actions to menus (#755)

* feat: add auto-open functionality for collapsible sections and streamline unlinked account handling

- Introduce `auto-open` Stimulus controller to auto-expand <details> elements based on URL params.
- Update all settings sections and panels to support the new `auto_open_param` for seamless navigation.
- Improve unlinked account logic for Coinbase, SimpleFIN, and SnapTrade, ensuring consistent and optimized handling.
- Refactor sync warnings and badges for better readability and user experience.
- Extend localization for additional menu items, warnings, and setup prompts.

* fix: improve error handling and safe HTML usage in Coinbase and settings components

- Log warning for unhandled exceptions in Coinbase unlinked account count fallback.
- Escape `auto_open_param` in settings section for safe HTML injection.
- Clean up URL params in `auto-open` controller after auto-expansion.

---------

Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>

app/helpers/settings_helper.rb

@@ -44,9 +44,9 @@ module SettingsHelper
     }
   end
 
-  def settings_section(title:, subtitle: nil, collapsible: false, open: true, &block)
+  def settings_section(title:, subtitle: nil, collapsible: false, open: true, auto_open_param: nil, &block)
     content = capture(&block)
-    render partial: "settings/section", locals: { title: title, subtitle: subtitle, content: content, collapsible: collapsible, open: open }
+    render partial: "settings/section", locals: { title: title, subtitle: subtitle, content: content, collapsible: collapsible, open: open, auto_open_param: auto_open_param }
   end
 
   def settings_nav_footer

app/javascript/controllers/auto_open_controller.js

@@ -0,0 +1,29 @@
+import { Controller } from "@hotwired/stimulus";
+
+// Connects to data-controller="auto-open"
+// Auto-opens a <details> element based on URL param
+// Use data-auto-open-param-value="paramName" to open when ?paramName=1 is in URL
+export default class extends Controller {
+  static values = { param: String };
+
+  connect() {
+    if (!this.hasParamValue || !this.paramValue) return;
+
+    const params = new URLSearchParams(window.location.search);
+    if (params.get(this.paramValue) === "1") {
+      this.element.open = true;
+
+      // Clean up the URL param after opening
+      params.delete(this.paramValue);
+      const newUrl = params.toString()
+        ? `${window.location.pathname}?${params.toString()}${window.location.hash}`
+        : `${window.location.pathname}${window.location.hash}`;
+      window.history.replaceState({}, "", newUrl);
+
+      // Scroll into view after opening
+      requestAnimationFrame(() => {
+        this.element.scrollIntoView({ behavior: "smooth", block: "start" });
+      });
+    }
+  }
+}

app/javascript/controllers/lazy_load_controller.js

@@ -3,11 +3,26 @@ import { Controller } from "@hotwired/stimulus";
 // Connects to data-controller="lazy-load"
 // Used with <details> elements to lazy-load content when expanded
 // Use data-action="toggle->lazy-load#toggled" on the <details> element
+// Optional: data-lazy-load-auto-open-param-value="paramName" to auto-open when ?paramName=1 is in URL
 export default class extends Controller {
   static targets = ["content", "loading", "frame"];
-  static values = { url: String, loaded: Boolean };
+  static values = { url: String, loaded: Boolean, autoOpenParam: String };
 
   connect() {
+    // Check if we should auto-open based on URL param
+    if (this.hasAutoOpenParamValue && this.autoOpenParamValue) {
+      const params = new URLSearchParams(window.location.search);
+      if (params.get(this.autoOpenParamValue) === "1") {
+        this.element.open = true;
+        // Clean up the URL param after opening
+        params.delete(this.autoOpenParamValue);
+        const newUrl = params.toString()
+          ? `${window.location.pathname}?${params.toString()}${window.location.hash}`
+          : `${window.location.pathname}${window.location.hash}`;
+        window.history.replaceState({}, "", newUrl);
+      }
+    }
+
     // If already open on connect (browser restored state), load immediately
     if (this.element.open && !this.loadedValue) {
       this.load();

app/views/coinbase_items/_coinbase_item.html.erb

@@ -1,6 +1,21 @@
 <%# locals: (coinbase_item:) %>
 
 <%= tag.div id: dom_id(coinbase_item) do %>
+  <%# Compute unlinked count early so it's available for both menu and bottom section %>
+  <% unlinked_count = if defined?(@coinbase_unlinked_count_map) && @coinbase_unlinked_count_map
+       @coinbase_unlinked_count_map[coinbase_item.id] || 0
+     else
+       begin
+         coinbase_item.coinbase_accounts
+           .left_joins(:account_provider)
+           .where(account_providers: { id: nil })
+           .count
+       rescue => e
+         Rails.logger.warn("Coinbase card: unlinked_count fallback failed: #{e.class} - #{e.message}")
+         0
+       end
+     end %>
+
   <details open class="group bg-container p-4 shadow-border-xs rounded-xl">
     <summary class="flex items-center justify-between gap-2 focus-visible:outline-hidden">
       <div class="flex items-center gap-2">
@@ -55,15 +70,25 @@
             href: settings_providers_path,
             frame: "_top"
           ) %>
-        <% elsif Rails.env.development? %>
+        <% else %>
           <%= icon(
             "refresh-cw",
             as_button: true,
-            href: sync_coinbase_item_path(coinbase_item)
+            href: sync_coinbase_item_path(coinbase_item),
+            disabled: coinbase_item.syncing?
           ) %>
         <% end %>
 
         <%= render DS::Menu.new do |menu| %>
+          <% if unlinked_count.to_i > 0 %>
+            <% menu.with_item(
+              variant: "link",
+              text: t(".import_wallets_menu"),
+              icon: "plus",
+              href: setup_accounts_coinbase_item_path(coinbase_item),
+              frame: :modal
+            ) %>
+          <% end %>
           <% menu.with_item(
             variant: "button",
             text: t(".delete"),
@@ -93,20 +118,6 @@
           provider_item: coinbase_item
         ) %>
 
-        <%# Compute unlinked Coinbase accounts (no AccountProvider link) %>
-        <% unlinked_count = if defined?(@coinbase_unlinked_count_map) && @coinbase_unlinked_count_map
-             @coinbase_unlinked_count_map[coinbase_item.id] || 0
-           else
-             begin
-               coinbase_item.coinbase_accounts
-                 .left_joins(:account_provider)
-                 .where(account_providers: { id: nil })
-                 .count
-             rescue => e
-               0
-             end
-           end %>
-
         <% if unlinked_count.to_i > 0 && coinbase_item.accounts.empty? %>
           <%# No accounts imported yet - show prominent setup prompt %>
           <div class="p-4 flex flex-col gap-3 items-center justify-center">
@@ -120,16 +131,6 @@
               frame: :modal
             ) %>
           </div>
-        <% elsif unlinked_count.to_i > 0 %>
-          <%# Some accounts imported, more available - show subtle link %>
-          <div class="pt-2 border-t border-primary">
-            <%= link_to setup_accounts_coinbase_item_path(coinbase_item),
-                        data: { turbo_frame: :modal },
-                        class: "flex items-center gap-2 text-sm text-secondary hover:text-primary transition-colors" do %>
-              <%= icon "plus", size: "sm" %>
-              <span><%= t(".more_wallets_available", count: unlinked_count) %></span>
-            <% end %>
-          </div>
         <% elsif coinbase_item.accounts.empty? && coinbase_item.coinbase_accounts.none? %>
           <%# No coinbase_accounts at all - waiting for sync %>
           <div class="p-4 flex flex-col gap-3 items-center justify-center">

app/views/settings/_section.html.erb

@@ -1,6 +1,8 @@
-<%# locals: (title:, subtitle: nil, content:, collapsible: false, open: true) %>
+<%# locals: (title:, subtitle: nil, content:, collapsible: false, open: true, auto_open_param: nil) %>
 <% if collapsible %>
-  <details <%= "open" if open %> class="group bg-container shadow-border-xs rounded-xl p-4">
+  <details <%= "open" if open %>
+           class="group bg-container shadow-border-xs rounded-xl p-4"
+           <%= "data-controller=\"auto-open\" data-auto-open-param-value=\"#{h(auto_open_param)}\"".html_safe if auto_open_param.present? %>>
     <summary class="flex items-center justify-between gap-2 cursor-pointer rounded-lg list-none [&::-webkit-details-marker]:hidden">
       <div class="flex items-center gap-2">
         <%= icon "chevron-right", class: "text-secondary group-open:transform group-open:rotate-90 transition-transform" %>

app/views/settings/providers/_snaptrade_panel.html.erb

@@ -54,31 +54,26 @@
   <div class="border-t border-primary pt-4 mt-4">
     <% if items&.any? %>
       <% item = items.first %>
-      <div class="flex items-center justify-between">
-        <div class="flex items-center gap-2">
-          <% if item.user_registered? %>
-            <div class="w-2 h-2 bg-success rounded-full"></div>
-            <p class="text-sm text-secondary">
-              <%= t("providers.snaptrade.status_connected", count: item.snaptrade_accounts.count) %>
-              <% if item.unlinked_accounts_count > 0 %>
-                <span class="text-warning">(<%= t("providers.snaptrade.needs_setup", count: item.unlinked_accounts_count) %>)</span>
-              <% end %>
-            </p>
-          <% else %>
-            <div class="w-2 h-2 bg-warning rounded-full"></div>
-            <p class="text-sm text-secondary"><%= t("providers.snaptrade.status_needs_registration") %></p>
-          <% end %>
-        </div>
-      </div>
-
       <% if item.user_registered? %>
-        <details class="group mt-4"
+        <details class="group"
                  data-controller="lazy-load"
                  data-action="toggle->lazy-load#toggled"
-                 data-lazy-load-url-value="<%= connections_snaptrade_item_path(item) %>">
-          <summary class="flex items-center justify-end gap-1 cursor-pointer text-sm text-secondary hover:text-primary list-none [&::-webkit-details-marker]:hidden">
-            <%= t("providers.snaptrade.manage_connections") %>
-            <%= icon "chevron-right", class: "w-3 h-3 transition-transform group-open:rotate-90" %>
+                 data-lazy-load-url-value="<%= connections_snaptrade_item_path(item) %>"
+                 data-lazy-load-auto-open-param-value="manage">
+          <summary class="flex items-center justify-between cursor-pointer list-none [&::-webkit-details-marker]:hidden">
+            <div class="flex items-center gap-2">
+              <div class="w-2 h-2 bg-success rounded-full"></div>
+              <p class="text-sm text-secondary">
+                <%= t("providers.snaptrade.status_connected", count: item.snaptrade_accounts.count) %>
+                <% if item.unlinked_accounts_count > 0 %>
+                  <span class="text-warning">(<%= t("providers.snaptrade.needs_setup", count: item.unlinked_accounts_count) %>)</span>
+                <% end %>
+              </p>
+            </div>
+            <span class="flex items-center gap-1 text-sm text-secondary hover:text-primary">
+              <%= t("providers.snaptrade.manage_connections") %>
+              <%= icon "chevron-right", class: "w-3 h-3 transition-transform group-open:rotate-90" %>
+            </span>
           </summary>
 
           <div class="mt-3 space-y-3" data-lazy-load-target="content">
@@ -86,7 +81,6 @@
               <%= t("providers.snaptrade.connection_limit_info") %>
             </p>
 
-            <%# Loading state - replaced by fetched content %>
             <div data-lazy-load-target="loading" class="flex items-center gap-2 text-sm text-secondary py-2">
               <%= icon "loader-2", class: "w-4 h-4 animate-spin" %>
               <%= t("providers.snaptrade.loading_connections") %>
@@ -96,6 +90,11 @@
             </div>
           </div>
         </details>
+      <% else %>
+        <div class="flex items-center gap-2">
+          <div class="w-2 h-2 bg-warning rounded-full"></div>
+          <p class="text-sm text-secondary"><%= t("providers.snaptrade.status_needs_registration") %></p>
+        </div>
       <% end %>
     <% else %>
       <div class="flex items-center gap-2">

app/views/settings/providers/show.html.erb

@@ -67,7 +67,7 @@
       </turbo-frame>
     <% end %>
 
-    <%= settings_section title: "SnapTrade (beta)", collapsible: true, open: false do %>
+    <%= settings_section title: "SnapTrade (beta)", collapsible: true, open: false, auto_open_param: "manage" do %>
       <turbo-frame id="snaptrade-providers-panel">
         <%= render "settings/providers/snaptrade_panel" %>
       </turbo-frame>

app/views/simplefin_items/_simplefin_item.html.erb

@@ -1,6 +1,21 @@
 <%# locals: (simplefin_item:) %>
 
 <%= tag.div id: dom_id(simplefin_item) do %>
+  <%# Compute unlinked count early so it's available for both menu and bottom section %>
+  <% unlinked_count = if defined?(@simplefin_unlinked_count_map) && @simplefin_unlinked_count_map
+       @simplefin_unlinked_count_map[simplefin_item.id] || 0
+     else
+       begin
+         simplefin_item.simplefin_accounts
+           .left_joins(:account, :account_provider)
+           .where(accounts: { id: nil }, account_providers: { id: nil })
+           .count
+       rescue => e
+         Rails.logger.warn("SimpleFin card: unlinked_count fallback failed: #{e.class} - #{e.message}")
+         0
+       end
+     end %>
+
   <details open class="group bg-container p-4 shadow-border-xs rounded-xl">
     <summary class="flex items-center justify-between gap-2">
       <div class="flex items-center gap-2">
@@ -16,31 +31,9 @@
           <% end %>
         </div>
 
-        <%# Compute unlinked count early for badge display %>
-        <% header_unlinked_count = if defined?(@simplefin_unlinked_count_map) && @simplefin_unlinked_count_map
-             @simplefin_unlinked_count_map[simplefin_item.id] || 0
-           else
-             begin
-               simplefin_item.simplefin_accounts
-                 .left_joins(:account, :account_provider)
-                 .where(accounts: { id: nil }, account_providers: { id: nil })
-                 .count
-             rescue => e
-               0
-             end
-           end %>
-
         <div class="pl-1 text-sm">
           <div class="flex items-center gap-2">
             <%= tag.p simplefin_item.name, class: "font-medium text-primary" %>
-            <% if header_unlinked_count.to_i > 0 %>
-              <%= link_to setup_accounts_simplefin_item_path(simplefin_item),
-                          data: { turbo_frame: :modal },
-                          class: "inline-flex items-center gap-1 px-2 py-0.5 rounded-full text-xs font-medium bg-warning/10 text-warning hover:bg-warning/20 transition-colors" do %>
-                <%= icon "alert-circle", size: "xs" %>
-                <span><%= header_unlinked_count %> <%= header_unlinked_count == 1 ? "account" : "accounts" %> need setup</span>
-              <% end %>
-            <% end %>
             <% if simplefin_item.scheduled_for_deletion? %>
               <p class="text-destructive text-sm animate-pulse"><%= t(".deletion_in_progress") %></p>
             <% end %>
@@ -49,25 +42,25 @@
             <p class="text-xs text-secondary">
               <%= simplefin_item.institution_summary %>
             </p>
-            <%# Extra inline badges from latest sync stats %>
+            <%# Extra inline badges from latest sync stats - only show warnings %>
             <% stats = (@simplefin_sync_stats_map || {})[simplefin_item.id] || {} %>
-            <% if stats.present? %>
+            <% has_warnings = stats["accounts_skipped"].to_i > 0 ||
+                              stats["rate_limited"].present? ||
+                              stats["rate_limited_at"].present? ||
+                              stats["total_errors"].to_i > 0 ||
+                              (stats["errors"].is_a?(Array) && stats["errors"].any?) %>
+            <% if has_warnings %>
               <div class="flex items-center gap-2 mt-1">
-                <% if stats["unlinked_accounts"].to_i > 0 %>
-                  <%= render DS::Tooltip.new(text: "Accounts need setup", icon: "link-2", size: "sm") %>
-                  <span class="text-xs text-secondary">Unlinked: <%= stats["unlinked_accounts"].to_i %></span>
-                <% end %>
-
                 <% if stats["accounts_skipped"].to_i > 0 %>
-                  <%= render DS::Tooltip.new(text: "Some accounts were skipped due to errors during sync", icon: "alert-triangle", size: "sm", color: "warning") %>
-                  <span class="text-xs text-warning">Skipped: <%= stats["accounts_skipped"].to_i %></span>
+                  <%= render DS::Tooltip.new(text: t(".accounts_skipped_tooltip"), icon: "alert-triangle", size: "sm", color: "warning") %>
+                  <span class="text-xs text-warning"><%= t(".accounts_skipped_label", count: stats["accounts_skipped"].to_i) %></span>
                 <% end %>
 
                 <% if stats["rate_limited"].present? || stats["rate_limited_at"].present? %>
                   <% ts = stats["rate_limited_at"] %>
                   <% ago = (ts.present? ? (begin; time_ago_in_words(Time.parse(ts)); rescue StandardError; nil; end) : nil) %>
                   <%= render DS::Tooltip.new(
-                        text: (ago ? "Rate limited (" + ago + " ago)" : "Rate limited recently"),
+                        text: (ago ? t(".rate_limited_ago", time: ago) : t(".rate_limited_recently")),
                         icon: "clock",
                         size: "sm",
                         color: "warning"
@@ -80,10 +73,6 @@
                     <%= render DS::Tooltip.new(text: tooltip_text, icon: "alert-octagon", size: "sm", color: "warning") %>
                   <% end %>
                 <% end %>
-
-                <% if stats["total_accounts"].to_i > 0 %>
-                  <span class="text-xs text-secondary">Total: <%= stats["total_accounts"].to_i %></span>
-                <% end %>
               </div>
             <% end %>
           <% end %>
@@ -163,15 +152,25 @@
             href: edit_simplefin_item_path(simplefin_item),
             frame: "modal"
           ) %>
-        <% elsif Rails.env.development? %>
+        <% else %>
           <%= icon(
             "refresh-cw",
             as_button: true,
-            href: sync_simplefin_item_path(simplefin_item)
+            href: sync_simplefin_item_path(simplefin_item),
+            disabled: simplefin_item.syncing?
           ) %>
         <% end %>
 
         <%= render DS::Menu.new do |menu| %>
+          <% if unlinked_count.to_i > 0 %>
+            <% menu.with_item(
+              variant: "link",
+              text: t(".setup_accounts_menu"),
+              icon: "settings",
+              href: setup_accounts_simplefin_item_path(simplefin_item),
+              frame: :modal
+            ) %>
+          <% end %>
           <% menu.with_item(
             variant: "button",
             text: t(".delete"),
@@ -205,23 +204,8 @@
           institutions_count: simplefin_item.connected_institutions.size
         ) %>
 
-        <%# Compute unlinked SimpleFin accounts (no legacy account and no AccountProvider link)
-           # Prefer controller-provided map; fallback to a local query so the card stays accurate after Turbo broadcasts %>
-        <% unlinked_count = if defined?(@simplefin_unlinked_count_map) && @simplefin_unlinked_count_map
-             @simplefin_unlinked_count_map[simplefin_item.id] || 0
-           else
-             begin
-               simplefin_item.simplefin_accounts
-                 .left_joins(:account, :account_provider)
-                 .where(accounts: { id: nil }, account_providers: { id: nil })
-                 .count
-             rescue => e
-               Rails.logger.warn("SimpleFin card: unlinked_count fallback failed: #{e.class} - #{e.message}")
-               0
-             end
-           end %>
-
-        <% if unlinked_count.to_i > 0 %>
+        <% if unlinked_count.to_i > 0 && simplefin_item.accounts.empty? %>
+          <%# No accounts imported yet - show prominent setup prompt %>
           <div class="p-4 flex flex-col gap-3 items-center justify-center">
             <p class="text-primary font-medium text-sm"><%= t(".setup_needed") %></p>
             <p class="text-secondary text-sm"><%= t(".setup_description") %></p>

app/views/snaptrade_items/_snaptrade_item.html.erb

@@ -6,12 +6,12 @@
       <div class="flex items-center gap-2">
         <%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
 
-        <div class="flex items-center justify-center h-8 w-8 bg-primary/10 rounded-full">
+        <div class="flex items-center justify-center h-8 w-8 bg-success/10 rounded-full">
           <% if snaptrade_item.logo.attached? %>
             <%= image_tag snaptrade_item.logo, class: "rounded-full h-full w-full", loading: "lazy" %>
           <% else %>
             <div class="flex items-center justify-center">
-              <%= tag.p snaptrade_item.name.first.upcase, class: "text-primary text-xs font-medium" %>
+              <%= tag.p snaptrade_item.name.first.upcase, class: "text-success text-xs font-medium" %>
             </div>
           <% end %>
         </div>
@@ -21,14 +21,6 @@
         <div class="pl-1 text-sm">
           <div class="flex items-center gap-2">
             <%= tag.p snaptrade_item.name, class: "font-medium text-primary" %>
-            <% if unlinked_count > 0 %>
-              <%= link_to setup_accounts_snaptrade_item_path(snaptrade_item),
-                          data: { turbo_frame: :modal },
-                          class: "inline-flex items-center gap-1 px-2 py-0.5 rounded-full text-xs font-medium bg-warning/10 text-warning hover:bg-warning/20 transition-colors" do %>
-                <%= icon "alert-circle", size: "xs" %>
-                <span><%= t(".accounts_need_setup", count: unlinked_count) %></span>
-              <% end %>
-            <% end %>
             <% if snaptrade_item.scheduled_for_deletion? %>
               <p class="text-destructive text-sm animate-pulse"><%= t(".deletion_in_progress") %></p>
             <% end %>
@@ -89,6 +81,21 @@
             icon: "plus",
             href: connect_snaptrade_item_path(snaptrade_item)
           ) %>
+          <% if unlinked_count > 0 %>
+            <% menu.with_item(
+              variant: "link",
+              text: t(".setup_accounts_menu"),
+              icon: "settings",
+              href: setup_accounts_snaptrade_item_path(snaptrade_item),
+              frame: :modal
+            ) %>
+          <% end %>
+          <% menu.with_item(
+            variant: "link",
+            text: t(".manage_connections"),
+            icon: "cable",
+            href: settings_providers_path(manage: "1")
+          ) %>
           <% menu.with_item(
             variant: "button",
             text: t(".delete"),
@@ -105,13 +112,6 @@
       <div class="space-y-4 mt-4">
         <% if snaptrade_item.accounts.any? %>
           <%= render "accounts/index/account_groups", accounts: snaptrade_item.accounts %>
-          <div class="flex justify-end pt-2">
-            <%= link_to connect_snaptrade_item_path(snaptrade_item),
-                        class: "text-sm text-secondary hover:text-primary flex items-center gap-1 transition-colors" do %>
-              <%= icon "plus", size: "sm" %>
-              <span><%= t(".add_another_brokerage") %></span>
-            <% end %>
-          </div>
         <% end %>
 
         <%# Sync summary (collapsible) - using shared ProviderSyncSummary component %>
@@ -124,7 +124,8 @@
           activities_pending: activities_pending
         ) %>
 
-        <% if unlinked_count > 0 %>
+        <% if unlinked_count > 0 && snaptrade_item.accounts.empty? %>
+          <%# No accounts imported yet - show prominent setup prompt %>
           <div class="p-4 flex flex-col gap-3 items-center justify-center">
             <p class="text-primary font-medium text-sm"><%= t(".setup_needed") %></p>
             <p class="text-secondary text-sm"><%= t(".setup_description") %></p>

config/locales/views/coinbase_items/en.yml

@@ -47,6 +47,7 @@ en:
       setup_needed: Wallets ready to import
       setup_description: Select which Coinbase wallets you want to track.
       setup_action: Import Wallets
+      import_wallets_menu: Import Wallets
       more_wallets_available:
         one: "%{count} more wallet available to import"
         other: "%{count} more wallets available to import"

config/locales/views/simplefin_items/en.yml

@@ -65,6 +65,14 @@ en:
       setup_needed: New accounts ready to set up
       setup_description: Choose account types for your newly imported SimpleFIN accounts.
       setup_action: Set Up New Accounts
+      setup_accounts_menu: Set Up Accounts
+      more_accounts_available:
+        one: "%{count} more account available to set up"
+        other: "%{count} more accounts available to set up"
+      accounts_skipped_tooltip: "Some accounts were skipped due to errors during sync"
+      accounts_skipped_label: "Skipped: %{count}"
+      rate_limited_ago: "Rate limited (%{time} ago)"
+      rate_limited_recently: "Rate limited recently"
       status: Last synced %{timestamp} ago
       status_never: Never synced
       status_with_summary: "Last synced %{timestamp} ago • %{summary}"

config/locales/views/snaptrade_items/en.yml

@@ -94,6 +94,11 @@ en:
       setup_needed: "Accounts need setup"
       setup_description: "Some accounts from SnapTrade need to be linked to Sure accounts."
       setup_action: "Setup Accounts"
+      setup_accounts_menu: "Set Up Accounts"
+      manage_connections: "Manage Connections"
+      more_accounts_available:
+        one: "%{count} more account available to set up"
+        other: "%{count} more accounts available to set up"
       no_accounts_title: "No accounts discovered"
       no_accounts_description: "Connect a brokerage to import your investment accounts."