Files
sure/app/views/settings/providers/show.html.erb
soky srm 4a29d030af Initial enable banking implementation (#382)
* Initial enable banking implementation

* Handle multiple connections

* Amount fixes

* Account type mapping

* Add option to skip accounts

* Update schema.rb

* Transaction fixes

* Provider fixes

* FIX account identifier

* FIX support unlinking

* UI style fixes

* FIX safe redirect and brakeman issue

* FIX

- pagination max fix
- wrap crud in transaction logic

* FIX api uid access

- The Enable Banking API expects the UUID (uid from the API response) to fetch balances/transactions, not the identification_hash

* FIX add new connection

* FIX erb code

* Alert/notice box overflow protection

* Give alert/notification boxes room to grow (3 lines max)

* Add "Enable Banking (beta)" to `/settings/bank_sync`

* Make Enable Banking section collapsible like all others

* Add callback hint to error message

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-29 13:31:08 +01:00

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<%= content_for :page_title, "Bank Sync Providers" %>
<div class="space-y-4">
<div>
<p class="text-secondary mb-4">
Configure credentials for third-party bank sync providers. Settings configured here will override environment variables.
</p>
</div>
<% @provider_configurations.each do |config| %>
<% next if config.provider_key.to_s.casecmp("simplefin").zero? %>
<%= settings_section title: config.provider_key.titleize, collapsible: true, open: false do %>
<%= render "settings/providers/provider_form", configuration: config %>
<% end %>
<% end %>
<%= settings_section title: "Lunch Flow", collapsible: true, open: false do %>
<turbo-frame id="lunchflow-providers-panel">
<%= render "settings/providers/lunchflow_panel" %>
</turbo-frame>
<% end %>
<%= settings_section title: "SimpleFIN", collapsible: true, open: false do %>
<turbo-frame id="simplefin-providers-panel">
<%= render "settings/providers/simplefin_panel" %>
</turbo-frame>
<% end %>
<%= settings_section title: "Enable Banking (beta)", collapsible: true, open: false do %>
<turbo-frame id="enable_banking-providers-panel">
<%= render "settings/providers/enable_banking_panel" %>
</turbo-frame>
<% end %>
</div>