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4a29d030af
* 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>
49 lines
2.3 KiB
Plaintext
49 lines
2.3 KiB
Plaintext
<div class="space-y-4">
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<div class="prose prose-sm text-secondary">
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<p class="text-primary font-medium">Setup instructions:</p>
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<ol>
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<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>
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<li>Paste the token below and click the Save button to enable SimpleFIN bank data sync</li>
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<li>After a successful connection, go to the Accounts tab to set up new accounts and link them to your existing ones</li>
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</ol>
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<p class="text-primary font-medium">Field descriptions:</p>
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<ul>
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<li><strong>Setup Token:</strong> Your SimpleFIN one-time setup token from SimpleFIN Bridge (consumed on first use)</li>
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</ul>
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</div>
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<% if defined?(@error_message) && @error_message.present? %>
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<div class="p-2 rounded-md bg-destructive/10 text-destructive text-sm overflow-hidden">
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<p class="line-clamp-3" title="<%= @error_message %>"><%= @error_message %></p>
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</div>
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<% end %>
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<%= styled_form_with model: SimplefinItem.new,
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url: simplefin_items_path,
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scope: :simplefin_item,
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method: :post,
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data: { turbo: true },
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class: "space-y-3" do |form| %>
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<%= form.text_field :setup_token,
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label: "Setup Token",
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placeholder: "Paste SimpleFIN setup token",
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type: :password %>
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<div class="flex justify-end">
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<%= form.submit "Save Configuration",
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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" %>
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</div>
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<% end %>
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<div class="flex items-center gap-2">
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<% if @simplefin_items&.any? %>
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<div class="w-2 h-2 bg-success rounded-full"></div>
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<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>
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<% else %>
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<div class="w-2 h-2 bg-gray-400 rounded-full"></div>
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<p class="text-sm text-secondary">Not configured</p>
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<% end %>
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</div>
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</div>
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