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Complete subtype selection for SimpleFin accounts

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- Add subtype database columns to all accountable models
- Create Stimulus controller for dynamic subtype dropdown interaction
- Add delegation from Account to accountable subtype for clean API access
- Update SimpleFin account setup form with working subtype selection
- Fix account display to show proper subtype labels instead of generic "Cash"

Users can now select both account type and subtype during SimpleFin import,
and the selected subtypes are properly saved and displayed in the UI.
This commit is contained in:
Sholom Ber
2025-08-07 13:23:28 -04:00
parent 81924815fc
commit dbcbf89f4b
6 changed files with 160 additions and 11 deletions
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11
db/schema.rb generated
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@@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2025_08_07_163541) do
ActiveRecord::Schema[7.2].define(version: 2025_08_07_170943) do
create_schema "sure_dev_schema"
# These are extensions that must be enabled in order to support this database
@@ -195,12 +195,14 @@ ActiveRecord::Schema[7.2].define(version: 2025_08_07_163541) do
t.date "expiration_date"
t.decimal "annual_fee", precision: 10, scale: 2
t.jsonb "locked_attributes", default: {}
t.string "subtype"
end
create_table "cryptos", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.jsonb "locked_attributes", default: {}
t.string "subtype"
end
create_table "data_enrichments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -220,6 +222,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_08_07_163541) do
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.jsonb "locked_attributes", default: {}
t.string "subtype"
end
create_table "entries", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -391,6 +394,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_08_07_163541) do
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.jsonb "locked_attributes", default: {}
t.string "subtype"
end
create_table "invitations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -425,6 +429,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_08_07_163541) do
t.integer "term_months"
t.decimal "initial_balance", precision: 19, scale: 4
t.jsonb "locked_attributes", default: {}
t.string "subtype"
end
create_table "merchants", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -523,12 +528,14 @@ ActiveRecord::Schema[7.2].define(version: 2025_08_07_163541) do
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.jsonb "locked_attributes", default: {}
t.string "subtype"
end
create_table "other_liabilities", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.jsonb "locked_attributes", default: {}
t.string "subtype"
end
create_table "plaid_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -580,6 +587,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_08_07_163541) do
t.integer "area_value"
t.string "area_unit"
t.jsonb "locked_attributes", default: {}
t.string "subtype"
end
create_table "rejected_transfers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -863,6 +871,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_08_07_163541) do
t.string "make"
t.string "model"
t.jsonb "locked_attributes", default: {}
t.string "subtype"
end
add_foreign_key "accounts", "families"