Commit Graph

5 Commits

Author SHA1 Message Date
Sholom Ber
00cb130ef0 Remove unused SimpleFin account type mapping logic
- Remove map_simplefin_type_to_accountable_type method (no longer needed)
- Remove create_from_simplefin_account method (manual setup only)
- Simplify account type selection UI to not pre-select defaults
- Update processor to log error if account missing (safety check)
- All account creation now goes through manual user selection flow
2025-08-07 15:38:26 -04:00
Sholom Ber
9e557df68a Fix SimpleFin integration bugs and improve code quality
- Fix upsert method to handle string/symbol keys with indifferent access
- Add missing show route and view for SimpleFin items
- Fix test fixtures to use correct user references
- Update test data to match real-world JSON format (string keys, BigDecimal)
- Apply code formatting and linting fixes (rubocop, erb_lint)
- Ensure all SimpleFin tests pass (16/16 passing)
2025-08-07 15:20:27 -04:00
Sholom Ber
332f5b0018 Fix dark mode compatibility for SimpleFin UI components
- Replace hardcoded colors with design system tokens throughout SimpleFin views
- Fix method selector hover states to use bg-surface instead of bg-gray-50
- Update SimpleFin form to use styled_form_with and standard form patterns
- Replace custom button styling with design system button components
- Fix info boxes and containers to use bg-surface and border-primary
- Replace hardcoded green/blue colors with text-primary, text-secondary, text-link
- Remove custom text area styling to allow form builder defaults (dark mode support)

All SimpleFin components now properly adapt to both light and dark themes
with correct contrast and visibility.
2025-08-07 13:44:24 -04:00
Sholom Ber
dbcbf89f4b Complete subtype selection for SimpleFin accounts
- 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.
2025-08-07 13:23:28 -04:00
Sholom Ber
35693e51f0 Add SimpleFin user interface components
- Create SimpleFin connection management views
- Add account setup modal with type selection
- Include connection form with token input and instructions
- Update accounts index to display SimpleFin items
- Add SimpleFin option to account method selector
- Include SimpleFin in settings navigation
2025-08-07 12:40:14 -04:00