Files
sure/app/views/settings/bank_sync/show.html.erb
soky srm e290e3d4a1 Recurring transactions (#271)
* Implement recurring transactions support

* Amount fix

* Hide section when any filter is applied

* Add automatic identify feature

Automatic identification runs after:
  - CSV Import completes (TransactionImport, TradeImport, AccountImport, MintImport)
  - Plaid sync completes
  - SimpleFIN sync completes
  - LunchFlow sync completes
- Any new provider that we create.

* Fix linter and tests

* Fix address review

* FIX proper text sizing

* Fix further linter

Use circular distance to handle month-boundary wrapping

* normalize to a circular representation before computing the median

* Better tests validation

* Added some UI info

Fix pattern identification, last recurrent transaction needs to happened within the last 45 days.

* Fix styling

* Revert text subdued look

* Match structure of the other sections

* Styling

* Restore positive amounts styling

* Shorten label for UI styling

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-01 09:12:42 +01:00

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<%= content_for :page_title, "Bank Sync" %>
<div class="bg-container rounded-xl shadow-border-xs p-4">
<% if @providers.any? %>
<div class="rounded-xl bg-container-inset space-y-1 p-1">
<div class="flex items-center gap-1.5 px-4 py-2 text-xs font-medium text-secondary uppercase">
<p>PROVIDERS</p>
<span class="text-subdued">&middot;</span>
<p><%= @providers.count %></p>
</div>
<div class="bg-container rounded-lg shadow-border-xs">
<div class="overflow-hidden rounded-lg">
<%= render partial: "provider_link", collection: @providers, spacer_template: "shared/ruler" %>
</div>
</div>
</div>
<% else %>
<div class="flex justify-center items-center py-20">
<div class="text-center flex flex-col items-center max-w-[300px]">
<p class="text-primary mb-1 font-medium text-sm">No providers configured</p>
<p class="text-secondary text-sm">Configure providers to link your bank accounts.</p>
</div>
</div>
<% end %>
</div>