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Fix Broken Account Re-linking Feature (#469)

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* Update SimpleFIN relinking flow and enhance duplicate account handling

- Updated logic to allow relinking of SimpleFIN accounts while preserving legacy mappings.
- Introduced clean-up logic to hide orphaned duplicate accounts after relinking.
- Enhanced UI to display current mappings for linked accounts.
- Improved test coverage for relinking scenarios and SimpleFIN account visibility.

* Localize SimpleFIN account selection messages and remove hardcoded text

- Added translations for user-facing messages in `select_existing_account` flow (`pt-BR` and `en` locales).
- Replaced hardcoded strings in the view with localized keys.

* Localize Enable Banking and SimpleFIN account linking messages; add support for investment accounts.

- Added translations for Enable Banking and SimpleFIN account linking flows.
- Updated views and controllers to replace hardcoded strings with localized keys.
- Introduced support for investment accounts in `Provider::LunchflowAdapter`.
- Enhanced relinking logic for SimpleFIN accounts and improved test coverage for related scenarios.

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Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
This commit is contained in:
LPW
2025-12-20 15:18:55 -05:00
committed by GitHub
parent 5c293b532a
commit e9dbf5f4e7
11 changed files with 188 additions and 32 deletions
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7
test/models/provider/lunchflow_adapter_test.rb Normal file
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require "test_helper"
class Provider::LunchflowAdapterTest < ActiveSupport::TestCase
test "supports Investment accounts" do
assert_includes Provider::LunchflowAdapter.supported_account_types, "Investment"
end
end