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Lunchflow settings family (#363)
* Move provider config to family * remove global settings * Remove turbo auto submit * Fix flash location * Fix mssing syncer for lunchflow * Update schema.rb * FIX tests and encryption config * FIX make rabbit happy * FIX run migration in SQL * FIX turbo frame modal * Branding fixes * FIX rabbit * OCD with product names * More OCD * No other console.log|warn in codebase --------- Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
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soky srm
62
app/views/settings/providers/_lunchflow_panel.html.erb
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62
app/views/settings/providers/_lunchflow_panel.html.erb
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@@ -0,0 +1,62 @@
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<div class="space-y-4">
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<div class="prose prose-sm text-secondary">
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<p class="text-primary font-medium">Setup instructions:</p>
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<ol>
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<li>Visit <a href="https://www.lunchflow.app" target="_blank" rel="noopener noreferrer" class="link">Lunch Flow</a> to get your API key</li>
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<li>Paste your API key below and click the Save button</li>
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<li>After a successful connection, go to the Accounts tab to set up new accounts and link them to your existing ones</li>
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</ol>
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<p class="text-primary font-medium">Field descriptions:</p>
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<ul>
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<li><strong>API Key:</strong> Your Lunch Flow API key for authentication (required)</li>
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<li><strong>Base URL:</strong> Base URL for Lunch Flow API (optional, defaults to https://lunchflow.app/api/v1)</li>
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</ul>
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</div>
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<% error_msg = local_assigns[:error_message] || @error_message %>
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<% if error_msg.present? %>
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<div class="p-2 rounded-md bg-destructive/10 text-destructive text-sm">
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<%= error_msg %>
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</div>
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<% end %>
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<%
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# Get or initialize a lunchflow_item for this family
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# - If family has an item WITH credentials, use it (for updates)
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# - If family has an item WITHOUT credentials, use it (to add credentials)
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# - If family has no items at all, create a new one
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lunchflow_item = Current.family.lunchflow_items.first_or_initialize(name: "Lunch Flow Connection")
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is_new_record = lunchflow_item.new_record?
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%>
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<%= styled_form_with model: lunchflow_item,
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url: is_new_record ? lunchflow_items_path : lunchflow_item_path(lunchflow_item),
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scope: :lunchflow_item,
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method: is_new_record ? :post : :patch,
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data: { turbo: true },
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class: "space-y-3" do |form| %>
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<%= form.text_field :api_key,
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label: "API Key",
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placeholder: is_new_record ? "Paste API key here" : "Enter new API key to update",
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type: :password %>
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<%= form.text_field :base_url,
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label: "Base URL (Optional)",
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placeholder: "https://lunchflow.app/api/v1 (default)",
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value: lunchflow_item.base_url %>
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<div class="flex justify-end">
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<%= form.submit is_new_record ? "Save Configuration" : "Update Configuration",
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class: "inline-flex items-center justify-center rounded-lg px-4 py-2 text-sm font-medium text-white bg-gray-900 hover:bg-gray-800 focus:outline-none focus:ring-2 focus:ring-gray-900 focus:ring-offset-2 transition-colors" %>
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</div>
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<% end %>
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<% items = local_assigns[:lunchflow_items] || @lunchflow_items || Current.family.lunchflow_items.where.not(api_key: nil) %>
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<% if items&.any? %>
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<div class="flex items-center gap-2">
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<div class="w-2 h-2 bg-success rounded-full"></div>
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<p class="text-sm text-secondary">Configured and ready to use. Visit the <a href="<%= accounts_path %>" class="link">Accounts</a> tab to manage and set up accounts.</p>
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</div>
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<% end %>
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</div>
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@@ -32,11 +32,7 @@
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<%= styled_form_with model: Setting.new,
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url: settings_providers_path,
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method: :patch,
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data: {
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controller: "auto-submit-form",
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"auto-submit-form-trigger-event-value": "blur"
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} do |form| %>
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method: :patch do |form| %>
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<div class="space-y-4">
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<% configuration.fields.each do |field| %>
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<%
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@@ -67,9 +63,13 @@
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type: input_type,
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placeholder: field.default || (field.required ? "" : "Optional"),
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value: display_value,
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disabled: disabled,
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data: { "auto-submit-form-target": "auto" } %>
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disabled: disabled %>
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<% end %>
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<div class="flex justify-end">
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<%= form.submit "Save Configuration",
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class: "inline-flex items-center justify-center rounded-lg px-4 py-2 text-sm font-medium text-white bg-gray-900 hover:bg-gray-800 focus:outline-none focus:ring-2 focus:ring-gray-900 focus:ring-offset-2 transition-colors" %>
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</div>
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</div>
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<% end %>
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@@ -2,14 +2,14 @@
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<div class="prose prose-sm text-secondary">
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<p class="text-primary font-medium">Setup instructions:</p>
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<ol>
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<li>Visit <a href="https://beta-bridge.simplefin.org" target="_blank" rel="noopener noreferrer" class="link">SimpleFin Bridge</a> to get your one-time setup token</li>
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<li>Paste the token below to enable SimpleFin bank data sync</li>
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<li>Visit <a href="https://beta-bridge.simplefin.org" target="_blank" rel="noopener noreferrer" class="link">SimpleFIN Bridge</a> to get your one-time setup token</li>
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<li>Paste the token below and click the Save button to enable SimpleFIN bank data sync</li>
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<li>After a successful connection, go to the Accounts tab to set up new accounts and link them to your existing ones</li>
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</ol>
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<p class="text-primary font-medium">Field descriptions:</p>
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<ul>
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<li><strong>Setup Token:</strong> Your SimpleFin one-time setup token from SimpleFin Bridge (consumed on first use)</li>
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<li><strong>Setup Token:</strong> Your SimpleFIN one-time setup token from SimpleFIN Bridge (consumed on first use)</li>
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</ul>
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</div>
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@@ -23,13 +23,17 @@
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url: simplefin_items_path,
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scope: :simplefin_item,
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method: :post,
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data: { controller: "auto-submit", action: "keydown.enter->auto-submit#submit blur->auto-submit#submit", turbo: true },
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data: { turbo: true },
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class: "space-y-3" do |form| %>
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<%= form.text_field :setup_token,
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label: "Setup Token",
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placeholder: "Paste SimpleFin setup token and press Enter",
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type: :password,
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data: { auto_submit_target: "input" } %>
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placeholder: "Paste SimpleFIN setup token",
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type: :password %>
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<div class="flex justify-end">
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<%= form.submit "Save Configuration",
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class: "inline-flex items-center justify-center rounded-lg px-4 py-2 text-sm font-medium text-white bg-gray-900 hover:bg-gray-800 focus:outline-none focus:ring-2 focus:ring-gray-900 focus:ring-offset-2 transition-colors" %>
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</div>
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<% end %>
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<% if @simplefin_items&.any? %>
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@@ -38,6 +42,6 @@
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<p class="text-sm text-secondary">Configured and ready to use. Visit the <a href="<%= accounts_path %>" class="link">Accounts</a> tab to manage and set up accounts.</p>
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</div>
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<% else %>
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<div class="text-sm text-secondary">No SimpleFin connections yet.</div>
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<div class="text-sm text-secondary">No SimpleFIN connections yet.</div>
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<% end %>
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</div>
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@@ -14,7 +14,13 @@
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<% end %>
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<% end %>
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<%= settings_section title: "Simplefin" do %>
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<%= settings_section title: "Lunch Flow" do %>
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<turbo-frame id="lunchflow-providers-panel">
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<%= render "settings/providers/lunchflow_panel" %>
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</turbo-frame>
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<% end %>
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<%= settings_section title: "SimpleFIN" do %>
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<turbo-frame id="simplefin-providers-panel">
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<%= render "settings/providers/simplefin_panel" %>
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</turbo-frame>
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