Files
sure/app/views/enable_banking_items/setup_accounts.html.erb
Louis e96fb0c23f feat(enable-banking): enhance transaction import, metadata handling, and UI (#1406)
* feat(enable-banking): enhance transaction import, metadata handling, and UI

* fix(enable-banking): address security, sync edge cases and PR feedback

* fix(enable-banking): resolve silent failures, auth overrides, and sync logic bugs

* fix(enable-banking): resolve sync logic bugs, trailing whitespaces, and apply safe_psu_headers

* test(enable-banking): mock set_current_balance to return success result

* fix(budget): properly filter pending transactions and classify synced loan payments

* style: fix trailing whitespace detected by rubocop

* refactor: address code review feedback for Enable Banking sync and reporting

---------

Signed-off-by: Louis <contact@boul2gom.com>
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-10 23:19:48 +02:00

134 lines
6.2 KiB
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<%= render DS::Dialog.new do |dialog| %>
<% dialog.with_header(title: "Set Up Your Enable Banking Accounts") do %>
<div class="flex items-center gap-2">
<%= icon "building-2", class: "text-primary" %>
<span class="text-primary">Choose the correct account types for your imported accounts</span>
</div>
<% end %>
<% dialog.with_body do %>
<%= form_with url: complete_account_setup_enable_banking_item_path(@enable_banking_item),
method: :post,
local: true,
data: {
controller: "loading-button",
action: "submit->loading-button#showLoading",
loading_button_loading_text_value: "Creating Accounts...",
turbo_frame: "_top"
},
class: "space-y-6" do |form| %>
<div class="space-y-4">
<div class="bg-surface border border-primary p-4 rounded-lg">
<div class="flex items-start gap-3">
<%= icon "info", size: "sm", class: "text-primary mt-0.5 flex-shrink-0" %>
<div>
<p class="text-sm text-primary mb-2">
<strong>Choose the correct account type for each Enable Banking account:</strong>
</p>
<ul class="text-xs text-secondary space-y-1 list-disc list-inside">
<% @account_type_options.reject { |_, type| type == "skip" }.each do |label, _| %>
<li><strong><%= label %></strong></li>
<% end %>
</ul>
</div>
</div>
</div>
<!-- PSD2 savings accounts notice -->
<div class="bg-surface border border-primary p-4 rounded-lg">
<div class="flex items-start gap-3">
<%= icon "alert-triangle", size: "sm", class: "text-warning mt-0.5 flex-shrink-0" %>
<div>
<p class="text-sm text-primary">
<%= t("enable_banking_items.setup_accounts.psd2_savings_notice") %>
</p>
</div>
</div>
</div>
<!-- Sync Date Range Selection -->
<div class="bg-surface border border-primary p-4 rounded-lg">
<div class="flex items-start gap-3">
<%= icon "calendar", size: "sm", class: "text-primary mt-0.5 flex-shrink-0" %>
<div class="flex-1">
<p class="text-sm text-primary mb-3">
<strong>Historical Data Range:</strong>
</p>
<%= form.date_field :sync_start_date,
label: "Start syncing transactions from:",
value: @enable_banking_item.sync_start_date || 3.months.ago.to_date,
min: 2.years.ago.to_date,
max: Date.current,
class: "w-full max-w-xs rounded-md border border-primary px-3 py-2 text-sm bg-container-inset text-primary",
help_text: "Select how far back you want to sync transaction history. Maximum 2 years of history available." %>
</div>
</div>
</div>
<% @enable_banking_accounts.each do |enable_banking_account| %>
<div class="border border-primary rounded-lg p-4">
<div class="flex items-center justify-between mb-3">
<div>
<h3 class="font-medium text-primary">
<%= enable_banking_account.name %>
<% if enable_banking_account.iban.present? %>
<span class="text-secondary">• <%= enable_banking_account.iban.last(4) %></span>
<% end %>
</h3>
<div class="text-sm text-secondary space-y-0.5">
<% if enable_banking_account.account_type_display.present? %>
<p><%= enable_banking_account.account_type_display %></p>
<% end %>
<% if enable_banking_account.current_balance.present? %>
<p>Balance: <%= number_to_currency(enable_banking_account.current_balance, unit: enable_banking_account.currency) %></p>
<% end %>
</div>
</div>
</div>
<div class="space-y-3"
data-controller="account-type-selector"
data-account-type-selector-account-id-value="<%= enable_banking_account.id %>"
data-account-type-selector-suggested-subtype-value="<%= enable_banking_account.suggested_subtype %>">
<div>
<%= label_tag "account_types[#{enable_banking_account.id}]", "Account Type:",
class: "block text-sm font-medium text-primary mb-2" %>
<%= select_tag "account_types[#{enable_banking_account.id}]",
options_for_select(@account_type_options, enable_banking_account.suggested_account_type || "skip"),
{ class: "appearance-none bg-container border border-primary rounded-md px-3 py-2 text-sm leading-6 text-primary focus:border-primary focus:ring-1 focus:ring-primary focus:outline-none w-full",
data: {
action: "change->account-type-selector#updateSubtype"
} } %>
</div>
<!-- Subtype dropdowns (shown/hidden based on account type) -->
<div data-account-type-selector-target="subtypeContainer">
<% @subtype_options.each do |account_type, subtype_config| %>
<%= render "enable_banking_items/subtype_select", account_type: account_type, subtype_config: subtype_config, enable_banking_account: enable_banking_account %>
<% end %>
</div>
</div>
</div>
<% end %>
</div>
<div class="flex gap-3">
<%= render DS::Button.new(
text: "Create Accounts",
variant: "primary",
icon: "plus",
type: "submit",
class: "flex-1",
data: { loading_button_target: "button" }
) %>
<%= render DS::Link.new(
text: "Cancel",
variant: "secondary",
href: accounts_path
) %>
</div>
<% end %>
<% end %>
<% end %>