Commit Graph

5 Commits

Author SHA1 Message Date
LPW
e9dbf5f4e7 Fix Broken Account Re-linking Feature (#469)
* 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.

---------

Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
2025-12-20 21:18:55 +01:00
soky srm
226207e2f7 Provider optimisation (#375)
* Implement a provider configured account type

* Fix for SimpleFIN

* FIX tests and linter
2025-11-24 19:52:34 +01:00
soky srm
be0b20dfd9 Lunchflow settings family (#363)
* Move provider config to family

* remove global settings

* Remove turbo auto  submit

* Fix flash location

* Fix mssing syncer for lunchflow

* Update schema.rb

* FIX tests and encryption config

* FIX make rabbit happy

* FIX run migration in SQL

* FIX turbo frame modal

* Branding fixes

* FIX rabbit

* OCD with product names

* More OCD

* No other console.log|warn in codebase

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-22 02:14:29 +01:00
soky srm
c6771ebaab Lunchflow fix (#307)
* Fix lunch flow pre-loading and UX

* Small UX fixes

- Proper closing of modal on cancel
- Preload on new account already

* Review comments

* Fix json error

* Delete .claude/settings.local.json

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

* Lunch Flow brand (again :-)

* FIX process only linked accounts

* FIX disable accounts with no name

* Fix string normalization

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-10 21:32:55 +01:00
soky srm
5eadfaad98 Lunchflow integration (#259)
* First pass lunch flow

* Fixes

- Fix apikey not being saved properly due to provider no reload support
- Fix proper messages if we try to link existing accounts.

* Fix better error handling

* Filter existing transactions and skip duplicates

* FIX messaging

* Branding :)

* Fix XSS and linter

* FIX provider concern

- also fix code duplication

* FIX md5 digest

* Updated determine_sync_start_date to be account-aware

* Review fixes

* Broaden error catch to not crash UI

* Fix buttons styling

* FIX process account error handling

* FIX account cap and url parsing

* Lunch Flow brand

* Found orphan i18n strings

* Remove per conversation with @sokie

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-10-30 14:07:16 +01:00