feat: Allow account linking for Enable Banking accounts (#428)

* feat: Allow account linking for Enable Banking accounts

* fix: Typo in function name

* fix: naming issue

* fix: Add missing Enable Banking route

* feat: Add ability to link Enable Banking when adding a new account

* Mispelling

* fix: typo in method call

* fix: typo in column name

* Review suggestions

* Linter noise

* Small copy changes to avoid mobile UI blowout

* Provider generator (#364)

* Move provider config to family

* Update schema.rb

* Add provier generator

* Add table creation also

* FIX generator namespace

* Add support for global providers also

* Remove over-engineered stuff

* FIX parser

* FIX linter

* Some generator fixes

* Update generator with fixes

* Update item_model.rb.tt

* Add missing linkable concern

* Add missing routes

* Update adapter.rb.tt

* Update connectable_concern.rb.tt

* Update unlinking_concern.rb.tt

* Update family_generator.rb

* Update family_generator.rb

* Delete .claude/settings.local.json

Signed-off-by: soky srm <sokysrm@gmail.com>

* Move docs under API related folder

* Rename Rails generator doc

* Light edits to LLM generated doc

* Small Lunch Flow config panel regressions.

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>

* Skip generators autoloading (#430)

* Include Enable Banking items in Syncer (#434)

* feat: Include Enable Banking items in Syncer

* feat: include only active Enable Banking accounts

* Fix budgets page UI (#427)

* fix: Budget UI improvements

* feat: Reduce padding for sub-categories

* fix: Adjust padding for sub-category arrow

* Revert "feat: Reduce padding for sub-categories"

This reverts commit 7516c5a8e0.

* Revert "fix: Adjust padding for sub-category arrow"

This reverts commit ebc82542cf.

* fix: adjust padding for sub-categories

* fix: Add padding to uncategorized budget

* fix: Remove unnecessary HTML tag

* feat: Add translation keys for budgeted/actual

* feat(lang): add all brazilian portuguese translations (#416)

* feat(lang): add all brazilian portuguese translations

* feat: update pt-BR errors on translation

* fix: atualizar fix base

* feat: add reports translations

* feat: finish translation to brazilian portuguese

* fix: add to supported locales

* fix: number of translations

* fix: errors on translations

* fix: error on rubocop lint

---------

Co-authored-by: Leonardo Ralph <theleoralph@gmail.com>

* Add exclude transaction rule action (#437)

* Initial plan

* Add ExcludeTransaction rule action executor with tests

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Copy clarification

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>

* Preparing for v0.6.6-alpha.3

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>

* fix: remove account_id clearing for Enable Banking accounts

* fix: Remove unexisting available_balance attribute and rename variable for consistency

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Marcon Neves <marconwillian@icloud.com>
Co-authored-by: Leonardo Ralph <theleoralph@gmail.com>
Co-authored-by: Copilot <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

app/controllers/concerns/enable_banking_items/maps_helper.rb

@@ -0,0 +1,94 @@
+# frozen_string_literal: true
+
+module EnableBankingItems
+  module MapsHelper
+    extend ActiveSupport::Concern
+
+    # Build per-item maps consumed by the enable_banking_item partial.
+    # Accepts a single EnableBankingItem or a collection.
+    def build_enable_banking_maps_for(items)
+      items = Array(items).compact
+      return if items.empty?
+
+      @enable_banking_sync_stats_map ||= {}
+      @enable_banking_has_unlinked_map ||= {}
+      @enable_banking_unlinked_count_map ||= {}
+      @enable_banking_duplicate_only_map ||= {}
+      @enable_banking_show_relink_map ||= {}
+
+      # Batch-check if ANY family has manual accounts (same result for all items from same family)
+      family_ids = items.map { |i| i.family_id }.uniq
+      families_with_manuals = Account
+        .visible_manual
+        .where(family_id: family_ids)
+        .distinct
+        .pluck(:family_id)
+        .to_set
+
+      # Batch-fetch unlinked counts for all items in one query
+      unlinked_counts = EnableBankingAccount
+        .where(enable_banking_item_id: items.map(&:id))
+        .left_joins(:account, :account_provider)
+        .where(accounts: { id: nil }, account_providers: { id: nil })
+        .group(:enable_banking_item_id)
+        .count
+
+      items.each do |item|
+        # Latest sync stats (avoid N+1; rely on includes(:syncs) where appropriate)
+        latest_sync = if item.syncs.loaded?
+          item.syncs.max_by(&:created_at)
+        else
+          item.syncs.ordered.first
+        end
+        stats = (latest_sync&.sync_stats || {})
+        @enable_banking_sync_stats_map[item.id] = stats
+
+        # Whether the family has any manual accounts available to link (from batch query)
+        @enable_banking_has_unlinked_map[item.id] = families_with_manuals.include?(item.family_id)
+
+        # Count from batch query (defaults to 0 if not found)
+        @enable_banking_unlinked_count_map[item.id] = unlinked_counts[item.id] || 0
+
+        # Whether all reported errors for this item are duplicate-account warnings
+        @enable_banking_duplicate_only_map[item.id] = compute_duplicate_only_flag(stats)
+
+        # Compute CTA visibility: show relink only when there are zero unlinked SFAs,
+        # there exist manual accounts to link, and the item has at least one SFA
+        begin
+          unlinked_count = @enable_banking_unlinked_count_map[item.id] || 0
+          manuals_exist = @enable_banking_has_unlinked_map[item.id]
+          sfa_any = if item.enable_banking_accounts.loaded?
+            item.enable_banking_accounts.any?
+          else
+            item.enable_banking_accounts.exists?
+          end
+          @enable_banking_show_relink_map[item.id] = (unlinked_count.to_i == 0 && manuals_exist && sfa_any)
+        rescue StandardError => e
+          Rails.logger.warn("Enable Banking card: CTA computation failed for item #{item.id}: #{e.class} - #{e.message}")
+          @enable_banking_show_relink_map[item.id] = false
+        end
+      end
+
+      # Ensure maps are hashes even when items empty
+      @enable_banking_sync_stats_map ||= {}
+      @enable_banking_has_unlinked_map ||= {}
+      @enable_banking_unlinked_count_map ||= {}
+      @enable_banking_duplicate_only_map ||= {}
+      @enable_banking_show_relink_map ||= {}
+    end
+
+    private
+      def compute_duplicate_only_flag(stats)
+        errs = Array(stats && stats["errors"]).map do |e|
+          if e.is_a?(Hash)
+            e["message"] || e[:message]
+          else
+            e.to_s
+          end
+        end
+        errs.present? && errs.all? { |m| m.to_s.downcase.include?("duplicate upstream account detected") }
+      rescue
+        false
+      end
+  end
+end

app/controllers/enable_banking_items_controller.rb

@@ -1,7 +1,12 @@
 class EnableBankingItemsController < ApplicationController
+  include EnableBankingItems::MapsHelper
   before_action :set_enable_banking_item, only: [ :update, :destroy, :sync, :select_bank, :authorize, :reauthorize, :setup_accounts, :complete_account_setup, :new_connection ]
   skip_before_action :verify_authenticity_token, only: [ :callback ]
 
+  def new
+    @enable_banking_item = Current.family.enable_banking_items.build
+  end
+
   def create
     @enable_banking_item = Current.family.enable_banking_items.build(enable_banking_item_params)
     @enable_banking_item.name ||= "Enable Banking Connection"
@@ -150,7 +155,7 @@ class EnableBankingItemsController < ApplicationController
     rescue Provider::EnableBanking::EnableBankingError => e
       if e.message.include?("REDIRECT_URI_NOT_ALLOWED")
         Rails.logger.error "Enable Banking redirect URI not allowed: #{e.message}"
-        redirect_to settings_providers_path, alert: t(".redirect_uri_not_allowed", default: "Redirect not allowew. Configure `%{callback_url}` in your Enable Banking application settings.", callback_url: enable_banking_callback_url)
+        redirect_to settings_providers_path, alert: t(".redirect_uri_not_allowed", default: "Redirect not allowed. Configure `%{callback_url}` in your Enable Banking application settings.", callback_url: enable_banking_callback_url)
       else
         Rails.logger.error "Enable Banking authorization error: #{e.message}"
         redirect_to settings_providers_path, alert: t(".authorization_failed", default: "Failed to start authorization: %{message}", message: e.message)
@@ -403,6 +408,115 @@ class EnableBankingItemsController < ApplicationController
     redirect_to accounts_path, status: :see_other
   end
 
+  def select_existing_account
+    @account = Current.family.accounts.find(params[:account_id])
+
+    # Filter out Enable Banking accounts that are already linked to any account
+    # (either via account_provider or legacy account association)
+    @available_enable_banking_accounts = Current.family.enable_banking_items
+      .includes(:enable_banking_accounts)
+      .flat_map(&:enable_banking_accounts)
+      .reject { |sfa| sfa.account_provider.present? || sfa.account.present? }
+      .sort_by { |sfa| sfa.updated_at || sfa.created_at }
+      .reverse
+
+    # Always render a modal: either choices or a helpful empty-state
+    render :select_existing_account, layout: false
+  end
+
+  def link_existing_account
+    @account = Current.family.accounts.find(params[:account_id])
+    enable_banking_account = EnableBankingAccount.find(params[:enable_banking_account_id])
+
+    # Guard: only manual accounts can be linked (no existing provider links or legacy IDs)
+    if @account.account_providers.any? || @account.plaid_account_id.present? || @account.simplefin_account_id.present?
+      flash[:alert] = "Only manual accounts can be linked"
+      if turbo_frame_request?
+        return render turbo_stream: Array(flash_notification_stream_items)
+      else
+        return redirect_to account_path(@account), alert: flash[:alert]
+      end
+    end
+
+    # Verify the Enable Banking account belongs to this family's Enable Banking items
+    unless enable_banking_account.enable_banking_item.present? &&
+           Current.family.enable_banking_items.include?(enable_banking_account.enable_banking_item)
+      flash[:alert] = "Invalid Enable Banking account selected"
+      if turbo_frame_request?
+        render turbo_stream: Array(flash_notification_stream_items)
+      else
+        redirect_to account_path(@account), alert: flash[:alert]
+      end
+      return
+    end
+
+    # Relink behavior: detach any legacy link and point provider link at the chosen account
+    Account.transaction do
+      enable_banking_account.lock!
+
+      # Upsert the AccountProvider mapping deterministically
+      ap = AccountProvider.find_or_initialize_by(provider: enable_banking_account)
+      previous_account = ap.account
+      ap.account_id = @account.id
+      ap.save!
+
+      # If the provider was previously linked to a different account in this family,
+      # and that account is now orphaned, quietly disable it so it disappears from the
+      # visible manual list. This mirrors the unified flow expectation that the provider
+      # follows the chosen account.
+      if previous_account && previous_account.id != @account.id && previous_account.family_id == @account.family_id
+        begin
+          previous_account.disable!
+        rescue => e
+          Rails.logger.warn("Failed to disable orphaned account #{previous_account.id}: #{e.class} - #{e.message}")
+        end
+      end
+    end
+
+    if turbo_frame_request?
+      # Reload the item to ensure associations are fresh
+      enable_banking_account.reload
+      item = enable_banking_account.enable_banking_item
+      item.reload
+
+      # Recompute data needed by Accounts#index partials
+      @manual_accounts = Account.uncached {
+        Current.family.accounts
+          .visible_manual
+          .order(:name)
+          .to_a
+      }
+      @enable_banking_items = Current.family.enable_banking_items.ordered.includes(:syncs)
+      build_enable_banking_maps_for(@enable_banking_items)
+
+      flash[:notice] = "Account successfully linked to Enable Banking"
+      @account.reload
+      manual_accounts_stream = if @manual_accounts.any?
+        turbo_stream.update(
+          "manual-accounts",
+          partial: "accounts/index/manual_accounts",
+          locals: { accounts: @manual_accounts }
+        )
+      else
+        turbo_stream.replace("manual-accounts", view_context.tag.div(id: "manual-accounts"))
+      end
+
+      render turbo_stream: [
+        # Optimistic removal of the specific account row if it exists in the DOM
+        turbo_stream.remove(ActionView::RecordIdentifier.dom_id(@account)),
+        manual_accounts_stream,
+        turbo_stream.replace(
+          ActionView::RecordIdentifier.dom_id(item),
+          partial: "enable_banking_items/enable_banking_item",
+          locals: { enable_banking_item: item }
+        ),
+        turbo_stream.replace("modal", view_context.turbo_frame_tag("modal"))
+      ] + Array(flash_notification_stream_items)
+    else
+      redirect_to accounts_path(cache_bust: SecureRandom.hex(6)), notice: "Account successfully linked to Enable Banking", status: :see_other
+    end
+  end
+
   private
 
     def set_enable_banking_item

app/models/provider/enable_banking_adapter.rb

@@ -5,6 +5,33 @@ class Provider::EnableBankingAdapter < Provider::Base
   # Register this adapter with the factory
   Provider::Factory.register("EnableBankingAccount", self)
 
+  # Define which account types this provider supports
+  def self.supported_account_types
+    %w[Depository CreditCard]
+  end
+
+  # Returns connection configurations for this provider
+  def self.connection_configs(family:)
+    return [] unless family.can_connect_enable_banking?
+
+    [ {
+      key: "enable_banking",
+      name: "Enable Banking",
+      description: "Connect to your bank via Enable Banking",
+      can_connect: true,
+      new_account_path: ->(accountable_type, return_to) {
+        Rails.application.routes.url_helpers.new_enable_banking_item_path(
+          accountable_type: accountable_type
+        )
+      },
+      existing_account_path: ->(account_id) {
+        Rails.application.routes.url_helpers.select_existing_account_enable_banking_items_path(
+          account_id: account_id
+        )
+      }
+    } ]
+  end
+
   def provider_name
     "enable_banking"
   end

app/views/enable_banking_items/_enable_banking_item.html.erb

@@ -32,7 +32,7 @@
           <% elsif enable_banking_item.requires_update? %>
             <div class="text-warning flex items-center gap-1">
               <%= icon "alert-triangle", size: "sm", color: "warning" %>
-              <%= tag.span "Re-authorization required" %>
+              <%= tag.span "Reconnect" %>
             </div>
           <% else %>
             <p class="text-secondary">
@@ -56,7 +56,7 @@
                         class: "inline-flex items-center gap-1 px-3 py-1.5 text-sm font-medium rounded-lg text-white bg-warning hover:opacity-90 transition-colors",
                         data: { turbo: false } do %>
             <%= icon "refresh-cw", size: "sm" %>
-            Re-authorize
+            Update
           <% end %>
         <% elsif Rails.env.development? %>
           <%= icon(

app/views/enable_banking_items/new.html.erb

@@ -0,0 +1,117 @@
+<%= turbo_frame_tag "modal" do %>
+  <%= render DS::Dialog.new do |dialog| %>
+    <% dialog.with_header(title: t(".link_enable_banking_title")) %>
+    <% dialog.with_body do %>
+        <% items = local_assigns[:enable_banking_items] || @enable_banking_items || Current.family.enable_banking_items.where.not(client_certificate: nil) %>
+        <% if items&.any? %>
+            <%
+            # Find the first item with valid session to use for "Add Connection" button
+            item_for_new_connection = items.find(&:session_valid?)
+            # Check if any item needs initial connection (configured but no session yet)
+            item_needing_connection = items.find { |i| !i.session_valid? && !i.session_expired? }
+            %>
+            <div class="border-t border-primary pt-4 space-y-3">
+            <% items.each do |item| %>
+                <div class="flex items-center justify-between p-3 rounded-lg bg-container border border-primary">
+                <div class="flex items-center gap-3">
+                    <% if item.session_valid? %>
+                    <div class="w-2 h-2 bg-success rounded-full"></div>
+                    <div>
+                        <p class="text-sm font-medium text-primary"><%= item.aspsp_name || "Connected Bank" %></p>
+                        <p class="text-xs text-secondary">
+                        Session expires: <%= item.session_expires_at&.strftime("%b %d, %Y") || "Unknown" %>
+                        </p>
+                    </div>
+                    <% elsif item.session_expired? %>
+                    <div class="w-2 h-2 bg-warning rounded-full"></div>
+                    <div>
+                        <p class="text-sm font-medium text-primary"><%= item.aspsp_name || "Connection" %></p>
+                        <p class="text-xs text-destructive">Session expired - re-authorization required</p>
+                    </div>
+                    <% else %>
+                    <div class="w-2 h-2 bg-secondary rounded-full"></div>
+                    <div>
+                        <p class="text-sm font-medium text-primary">Configured</p>
+                        <p class="text-xs text-secondary">Ready to connect a bank</p>
+                    </div>
+                    <% end %>
+                </div>
+
+                <div class="flex items-center gap-2">
+                    <% if item.session_valid? %>
+                    <%= button_to sync_enable_banking_item_path(item),
+                                    method: :post,
+                                    class: "inline-flex items-center justify-center rounded-lg px-3 py-1.5 text-xs font-medium text-primary bg-container border border-primary hover:bg-gray-50 transition-colors",
+                                    data: { turbo: false } do %>
+                        Sync
+                    <% end %>
+                    <% elsif item.session_expired? %>
+                    <%= button_to reauthorize_enable_banking_item_path(item),
+                                    method: :post,
+                                    class: "inline-flex items-center justify-center rounded-lg px-3 py-1.5 text-xs font-medium text-white bg-warning hover:opacity-90 transition-colors",
+                                    data: { turbo: false } do %>
+                        Reconnect
+                    <% end %>
+                    <% else %>
+                    <%= link_to select_bank_enable_banking_item_path(item),
+                                class: "inline-flex items-center justify-center rounded-lg px-3 py-1.5 text-xs font-medium text-white bg-gray-900 hover:bg-gray-800 transition-colors",
+                                data: { turbo_frame: "modal" } do %>
+                        Connect Bank
+                    <% end %>
+                    <% end %>
+
+                    <%= button_to enable_banking_item_path(item),
+                                method: :delete,
+                                class: "inline-flex items-center justify-center rounded-lg px-3 py-1.5 text-xs font-medium text-destructive hover:bg-destructive/10 transition-colors",
+                                data: { turbo_confirm: "Are you sure you want to remove this connection?" } do %>
+                    Remove
+                    <% end %>
+                </div>
+                </div>
+            <% end %>
+
+            <%# Add Connection button below the list - only show if we have a valid session to copy credentials from %>
+            <% if item_for_new_connection %>
+                <div class="flex justify-center pt-2">
+                <%= button_to new_connection_enable_banking_item_path(item_for_new_connection),
+                                method: :post,
+                                class: "inline-flex items-center gap-2 justify-center rounded-lg px-4 py-2 text-sm font-medium text-white bg-gray-900 hover:bg-gray-800 transition-colors",
+                                data: { turbo_frame: "modal" } do %>
+                    <%= icon "plus", size: "sm" %>
+                    Add Connection
+                <% end %>
+                </div>
+            <% end %>
+            </div>
+        <% else %>
+            <div class="space-y-4">
+                <div class="flex items-start gap-3">
+                <%= icon("alert-circle", class: "text-warning w-5 h-5 shrink-0 mt-0.5") %>
+                <div class="text-sm text-secondary">
+                    <p class="font-medium text-primary mb-2">Enable Banking connection not configured</p>
+                    <p>Before you can link Enable Banking accounts, you need to configure your Enable Banking connection.</p>
+                </div>
+                </div>
+
+                <div class="bg-surface rounded-lg p-4 space-y-2 text-sm">
+                <p class="font-medium text-primary">Setup Steps:</p>
+                <ol class="list-decimal list-inside space-y-1 text-secondary">
+                    <li>Go to <strong>Settings → Bank Sync Providers</strong></li>
+                    <li>Find the <strong>Enable Banking</strong> section</li>
+                    <li>Enter your Enable Banking credentials</li>
+                    <li>Return here to link your accounts</li>
+                </ol>
+                </div>
+
+                <div class="mt-4">
+                <%= link_to settings_providers_path,
+                            class: "w-full inline-flex items-center justify-center rounded-lg font-medium whitespace-nowrap rounded-lg hidden md:inline-flex px-3 py-2 text-sm text-inverse bg-inverse hover:bg-inverse-hover disabled:bg-gray-500 theme-dark:disabled:bg-gray-400",
+                            data: { turbo: false } do %>
+                    Go to Provider Settings
+                <% end %>
+                </div>
+            </div>
+        <% end %>
+    <% end %>
+  <% end %>
+<% end %>

app/views/enable_banking_items/select_existing_account.html.erb

@@ -0,0 +1,40 @@
+<%# Modal: Link an existing manual account to a Enable Banking account %>
+<%= turbo_frame_tag "modal" do %>
+  <%= render DS::Dialog.new do |dialog| %>
+    <% dialog.with_header(title: "Link Enable Banking account") %>
+
+    <% dialog.with_body do %>
+      <% if @available_enable_banking_accounts.blank? %>
+        <div class="p-4 text-sm text-secondary">
+          <p class="mb-2">All Enable Banking accounts appear to be linked already.</p>
+          <ul class="list-disc list-inside space-y-1">
+            <li>If you just connected or synced, try again after the sync completes.</li>
+            <li>To link a different account, first unlink it from the account’s actions menu.</li>
+          </ul>
+        </div>
+      <% else %>
+        <%= form_with url: link_existing_account_enable_banking_items_path, method: :post, class: "space-y-4" do %>
+          <%= hidden_field_tag :account_id, @account.id %>
+          <div class="space-y-2 max-h-64 overflow-auto">
+            <% @available_enable_banking_accounts.each do |eba| %>
+              <label class="flex items-center gap-3 p-2 rounded border border-surface-inset/50 hover:border-primary cursor-pointer">
+                <%= radio_button_tag :enable_banking_account_id, eba.id, false %>
+                <div class="flex flex-col">
+                  <span class="text-sm text-primary font-medium"><%= eba.name.presence || eba.account_id %></span>
+                  <span class="text-xs text-secondary">
+                    <%= eba.currency %> • Balance: <%= number_to_currency((eba.current_balance || 0), unit: eba.currency) %>
+                  </span>
+                </div>
+              </label>
+            <% end %>
+          </div>
+
+          <div class="flex items-center justify-end gap-2">
+            <%= render DS::Button.new(text: "Link", variant: :primary, icon: "link-2", type: :submit) %>
+            <%= render DS::Link.new(text: "Cancel", variant: :secondary, href: accounts_path, data: { turbo_frame: "_top" }) %>
+          </div>
+        <% end %>
+      <% end %>
+    <% end %>
+  <% end %>
+<% end %>

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

@@ -127,13 +127,13 @@
               <div class="w-2 h-2 bg-warning rounded-full"></div>
               <div>
                 <p class="text-sm font-medium text-primary"><%= item.aspsp_name || "Connection" %></p>
-                <p class="text-xs text-destructive">Session expired - re-authorization required</p>
+                <p class="text-xs text-destructive">Session expired - reconnect</p>
               </div>
             <% else %>
               <div class="w-2 h-2 bg-secondary rounded-full"></div>
               <div>
                 <p class="text-sm font-medium text-primary">Configured</p>
-                <p class="text-xs text-secondary">Ready to connect a bank</p>
+                <p class="text-xs text-secondary">Ready to link accounts</p>
               </div>
             <% end %>
           </div>
@@ -151,7 +151,7 @@
                             method: :post,
                             class: "inline-flex items-center justify-center rounded-lg px-3 py-1.5 text-xs font-medium text-white bg-warning hover:opacity-90 transition-colors",
                             data: { turbo: false } do %>
-                Re-authorize
+                Reconnect
               <% end %>
             <% else %>
               <%= link_to select_bank_enable_banking_item_path(item),

app/views/simplefin_items/edit.html.erb

@@ -16,12 +16,12 @@
           <%= icon "info", size: "sm", class: "text-primary mt-0.5 flex-shrink-0" %>
           <div>
             <p class="text-sm text-primary mb-2">
-              <strong>Your SimpleFin connection needs to be updated:</strong>
+              <strong>Your SimpleFIN connection needs to be updated:</strong>
             </p>
             <ol class="text-xs text-secondary space-y-1 list-decimal list-inside">
-              <li>Visit <a href="https://bridge.simplefin.org/simplefin/create" target="_blank" rel="noopener noreferrer" class="text-link hover:text-link underline">SimpleFin Bridge</a> to create a new setup token</li>
+              <li>Visit <a href="https://bridge.simplefin.org/simplefin/create" target="_blank" rel="noopener noreferrer" class="text-link hover:text-link underline">SimpleFIN Bridge</a> to create a new setup token</li>
               <li>Copy the token and paste it below</li>
-              <li>Click "Update Connection" to restore access</li>
+              <li>Click "Update" to restore access</li>
             </ol>
           </div>
         </div>
@@ -46,7 +46,7 @@
 
       <div class="flex gap-3">
         <%= render DS::Button.new(
-          text: "Update Connection",
+          text: "Update",
           variant: "primary",
           icon: "refresh-cw",
           type: "submit",

config/locales/views/plaid_items/en.yml

@@ -19,11 +19,11 @@ en:
       no_accounts_description: We could not load any accounts from this financial
         institution.
       no_accounts_title: No accounts found
-      requires_update: Requires re-authentication
+      requires_update: Reconnect
       status: Last synced %{timestamp} ago
       status_never: Requires data sync
       syncing: Syncing...
-      update: Update connection
+      update: Update
     select_existing_account:
       title: "Link %{account_name} to Plaid"
       description: Select a Plaid account to link to your existing account

config/locales/views/simplefin_items/en.yml

@@ -44,7 +44,7 @@ en:
       error: Error occurred while syncing data
       no_accounts_description: This connection doesn't have any synchronized accounts yet.
       no_accounts_title: No accounts found
-      requires_update: Requires re-authentication
+      requires_update: Reconnect
       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
@@ -52,7 +52,7 @@ en:
       status_never: Never synced
       status_with_summary: "Last synced %{timestamp} ago • %{summary}"
       syncing: Syncing...
-      update: Update connection
+      update: Update
     select_existing_account:
       title: "Link %{account_name} to SimpleFIN"
       description: Select a SimpleFIN account to link to your existing account

config/routes.rb

@@ -2,10 +2,12 @@ require "sidekiq/web"
 require "sidekiq/cron/web"
 
 Rails.application.routes.draw do
-  resources :enable_banking_items, only: [ :create, :update, :destroy ] do
+  resources :enable_banking_items, only: [ :new, :create, :update, :destroy ] do
     collection do
       get :callback
       post :link_accounts
+      get :select_existing_account
+      post :link_existing_account
     end
     member do
       post :sync