* SimpleFIN: setup UX + same-provider relink + card-replacement detection
Fixes three bugs and adds auto-detection for credit-card fraud replacement.
Bugs:
- Importer: per-institution auth errors no longer flip the whole item to
requires_update. Partial errors stay on sync_stats so other institutions
keep syncing.
- Setup page: new activity badges (recent / dormant / empty / likely-closed)
via SimplefinAccount::ActivitySummary. Likely-closed (dormant + near-zero
balance + prior history) defaults to "skip" in the type picker.
- Relink: link_existing_account allows SimpleFIN to SimpleFIN swaps by
atomically detaching the old AccountProvider inside a transaction. Adds
"Change SimpleFIN account" menu item on linked-account dropdowns.
Feature (credit-card scope only):
- SimplefinItem::ReplacementDetector runs post-sync. Pairs a linked dormant
zero-balance sfa with an unlinked active sfa at the same institution and
account type. Persists suggestions on Sync#sync_stats.
- Inline banner on the SimpleFIN item card prompts relink via CustomConfirm.
Per-pair dismiss button scoped to the current sync (resurfaces on next
sync if still applicable). Auto-suppresses once the relink has landed.
Dev tooling:
- bin/rails simplefin:seed_fraud_scenario[email] creates a realistic broken
pair for manual QA; cleanup_fraud_scenario reverses it.
* Address review feedback on #1493
- ReplacementDetector: symmetric one-to-one matching. Two dormant cards
pointing at the same active card are now both skipped — previously the
detector could emit two suggestions that would clobber each other if
the user accepted both.
- ReplacementDetector: require non-blank institution names on both sides
before matching. Blank-vs-blank was accidentally treated as equal,
risking cross-provider false matches when SimpleFIN omitted org_data.
- ActivitySummary: fall back to "posted" when "transacted_at" is 0
(SimpleFIN's "unknown" sentinel). Integer 0 is truthy in Ruby, so the
previous `|| fallback` short-circuited and ignored posted.
- Controller: dismiss key is now the (dormant, active) pair so dismissing
one candidate for a dormant card doesn't suppress others.
- Helper test: freeze time around "6.hours.ago" and "5.days.ago"
assertions so they don't flake when the suite runs before 06:00.
* Address second review pass on #1493
- ReplacementDetector: canonicalize account_type in one place so filtering
(supported_type?) and matching (type_matches?) agree on "credit card"
vs "credit_card" variants.
- ReplacementDetector: skip candidates with nil current_balance. nil is
"unknown," not "zero" — previously fell back to 0 and passed the near-
zero gate, allowing suggestions without balance evidence.
* Optimize UI in budget
* update locales
* Optimize UI
* optimize suggested_daily_spending
* try over_budget and on_track
* update locale
* optimize
* add budgets_helper.rb
* fix
* hide no buget and no expense sub-catogory
* Optimize
* Optimize button on phone
* Fix Pipelock CI noise
* using section to render both overbudget and onTrack
* hide last ruler
* fix
* update test
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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* feat: add currency management for families with enabled currencies
* feat: update currency selection logic and improve accessibility
* feat: update currency preferences to use group moniker in titles
---------
Signed-off-by: Ang Wei Feng (Ted) <hello@tedawf.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
* Move accountable partials
* Split accountables into separate view partials
* Fix test
* Add form to permitted partials
* Fix failing system tests
* Update new account modal views
* New sync algorithm implementation
* Update account system test assertions to match new behavior
* Fix off by 1 date error
* Revert new balance sync algorithm
* Add missing account overviews
