Files
sure/app/views/settings/providers/_simplefin_panel.html.erb
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

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-22 02:14:29 +01:00

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2.2 KiB
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<div class="space-y-4">
<div class="prose prose-sm text-secondary">
<p class="text-primary font-medium">Setup instructions:</p>
<ol>
<li>Visit <a href="https://beta-bridge.simplefin.org" target="_blank" rel="noopener noreferrer" class="link">SimpleFIN Bridge</a> to get your one-time setup token</li>
<li>Paste the token below and click the Save button to enable SimpleFIN bank data sync</li>
<li>After a successful connection, go to the Accounts tab to set up new accounts and link them to your existing ones</li>
</ol>
<p class="text-primary font-medium">Field descriptions:</p>
<ul>
<li><strong>Setup Token:</strong> Your SimpleFIN one-time setup token from SimpleFIN Bridge (consumed on first use)</li>
</ul>
</div>
<% if defined?(@error_message) && @error_message.present? %>
<div class="p-2 rounded-md bg-destructive/10 text-destructive text-sm">
<%= @error_message %>
</div>
<% end %>
<%= styled_form_with model: SimplefinItem.new,
url: simplefin_items_path,
scope: :simplefin_item,
method: :post,
data: { turbo: true },
class: "space-y-3" do |form| %>
<%= form.text_field :setup_token,
label: "Setup Token",
placeholder: "Paste SimpleFIN setup token",
type: :password %>
<div class="flex justify-end">
<%= form.submit "Save Configuration",
class: "inline-flex items-center justify-center rounded-lg px-4 py-2 text-sm font-medium text-white bg-gray-900 hover:bg-gray-800 focus:outline-none focus:ring-2 focus:ring-gray-900 focus:ring-offset-2 transition-colors" %>
</div>
<% end %>
<% if @simplefin_items&.any? %>
<div class="flex items-center gap-2">
<div class="w-2 h-2 bg-success rounded-full"></div>
<p class="text-sm text-secondary">Configured and ready to use. Visit the <a href="<%= accounts_path %>" class="link">Accounts</a> tab to manage and set up accounts.</p>
</div>
<% else %>
<div class="text-sm text-secondary">No SimpleFIN connections yet.</div>
<% end %>
</div>