Files
sure/app/views/simplefin_items/_replacement_prompt.html.erb
Guillem Arias Fauste cdce00c71e refactor(design-system): migrate 38 hand-rolled provider buttons to DS::Button / DS::Link (#1715 §5 part B) (#1860)
* refactor(design-system): migrate 9 hand-rolled buttons with orphan btn-- classes to DS::Button / DS::Link

Part of #1715 §5. The `btn`, `btn--primary`, `btn--outline`, `btn--ghost`,
`btn--sm` CSS classes have no backing styles anywhere in the codebase
(no .btn definition in app/assets/, no Bootstrap dependency). These
callsites have been rendering unstyled buttons / links since the
underlying CSS was last removed.

Migrate the 9 broken callsites:

- `app/views/transactions/show.html.erb` — duplicate-merge action
  buttons (×2): `button_to ... class: "btn btn--primary btn--sm"` /
  `class: "btn btn--outline btn--sm"` → DS::Button with href +
  variant + size + `data: { turbo_method: :post }`.
- `app/views/snaptrade_items/select_existing_account.html.erb` —
  "Go to Provider Settings" link → DS::Link primary sm.
- `app/views/indexa_capital_items/select_existing_account.html.erb` —
  same pattern → DS::Link primary sm.
- `app/views/import/confirms/show.html.erb` — Publish button +
  Cancel link → DS::Button primary full-width + DS::Link ghost
  full-width.
- `app/views/simplefin_items/new.html.erb` — Cancel link
  (`class: "btn"` only) + Connect submit → DS::Link secondary +
  bare `f.submit` (already routes to DS::Button via
  StyledFormBuilder).
- `app/views/settings/providers/_ibkr_panel.html.erb`,
  `_snaptrade_panel.html.erb`,
  `_indexa_capital_panel.html.erb` — strip the orphan
  `class: "btn btn--primary"` from `f.submit` callers; the submit
  is already a styled DS::Button via the form builder.

The next PR in this chain (Phase B) will tackle the larger inline-
button cluster (~29 files, 38 instances) — provider panels and
provider-item flows hand-rolling the same
`inline-flex items-center justify-center rounded-lg px-4 py-2
text-sm font-medium text-inverse bg-inverse hover:bg-inverse-hover
focus:outline-none focus:ring-2 focus:ring-primary transition-colors`
string.

* refactor(design-system): migrate 38 hand-rolled provider buttons to DS::Button / DS::Link (#1715 §5 part B)

Bulk sweep of the second cluster from §5. 29 files, 38 button
instances — each one hand-rolled the same long Tailwind string for
the primary action button:

  inline-flex items-center justify-center rounded-lg px-4 py-2
  text-sm font-medium text-inverse bg-inverse hover:bg-inverse-hover
  focus:outline-none focus:ring-2 focus:ring-primary transition-colors

(some variations used `button-bg-primary hover:button-bg-primary-hover`
instead of `bg-inverse hover:bg-inverse-hover` — same intent).

Every instance is now a DS::Button / DS::Link with `variant: :primary`,
which:

- Picks up the new focus-ring + touch-target work from #1840 once
  that merges.
- Stops duplicating the long Tailwind string across 29 files —
  single source of truth in `DS::Buttonish::VARIANTS[:primary]`.
- Picks up consistent `aria-label` derivation for icon-only forms.
- Removes the misnamed `focus:ring-primary` (no token) — the new
  ring comes from `base.css` automatically.

Migration patterns applied:

- `f.submit text, class: "inline-flex …"` inside `styled_form_with`
  → bare `<%= f.submit text %>`. StyledFormBuilder routes through
  DS::Button.
- `link_to text, path, class: "inline-flex …"` → DS::Link primary.
- `button_to text, path, method: :X, class: "inline-flex …"` →
  DS::Button with `href: path` and `data: { turbo_method: :X }`.
- `submit_tag text, class: "inline-flex …"` inside raw `form_with`
  → DS::Button with `type: :submit`.

Notable adjustments:

- `holdings/show.html.erb` — the form was `form_with` (not styled).
  Switched to `styled_form_with` so `f.submit` routes through
  DS::Button. `f.combobox` (hotwire_combobox) still works through
  the styled builder.
- Two `link_to settings_providers_path` callsites in
  `coinstats_items/new.html.erb` + `enable_banking_items/new.html.erb`
  had `w-full inline-flex … hidden md:inline-flex` — the responsive
  pair conflicted (both `inline-flex` and `hidden md:inline-flex`
  on the same element). Migrated to `full_width: true` without the
  responsive split; the buttons now render at all breakpoints
  consistently. (Pre-existing copy-paste bug, fixed in passing.)
- `enable_banking_panel` add-connection button gained
  `icon: "plus"` via the DS::Button API; the explicit `gap-2 …
  icon "plus"` markup is now redundant.

Sibling buttons that don't match the primary spec (destructive
trash, secondary outline-bordered, button-bg-secondary-strong on
holdings/show.html.erb, etc.) are intentionally left alone — they
need their own audit pass once #1840 lands and the focus-ring
behavior on those variants is stable.

* fix(review): restore SimpleFIN submit styling + i18n provider_form label

- SimpleFIN new modal: switch form_with -> styled_form_with so f.submit
  picks up the DS::Button render via styled builder (Codex #1860).
- _provider_form: replace hardcoded "Save and connect" with t(".save_and_connect")
  and add scoped key under settings.providers.provider_form (CodeRabbit).
2026-05-20 18:15:15 +02:00

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<%# locals: (simplefin_item:, suggestions:)
Banner rendered at the top of the SimpleFIN item card when the importer
detects a likely card-replacement pair (old card + new card, same
institution, same type). "Relink" reuses the existing link_existing_account
controller action to atomically swap the AccountProvider on the linked
Sure account. "Dismiss" persists a per-(dormant_sfa_id) dismissal on the
latest sync's sync_stats so the banner stops showing for that pair.
Suggestions are also auto-suppressed once the relink has already landed. %>
<% latest_sync = simplefin_item.syncs.order(created_at: :desc).first %>
<% dismissed_ids = Array(latest_sync&.sync_stats&.dig("dismissed_replacement_suggestions")) %>
<div class="space-y-2">
<% suggestions.each do |suggestion| %>
<% old_sfa = simplefin_item.simplefin_accounts.find_by(id: suggestion["dormant_sfa_id"]) %>
<% new_sfa = simplefin_item.simplefin_accounts.find_by(id: suggestion["active_sfa_id"]) %>
<% sure_account = Current.family.accounts.find_by(id: suggestion["sure_account_id"]) %>
<% next unless old_sfa && new_sfa && sure_account %>
<%# Hide once the relink has landed: new sfa already linked to the target account. %>
<% next if new_sfa.current_account&.id == sure_account.id %>
<%# Hide if the user has dismissed this specific pair. %>
<% dismissal_key = "#{old_sfa.id}:#{new_sfa.id}" %>
<% next if dismissed_ids.include?(dismissal_key) %>
<div class="bg-yellow-50 theme-dark:bg-yellow-900/20 border border-yellow-200 theme-dark:border-yellow-800 rounded-lg p-4">
<div class="flex items-start gap-3">
<%= icon "credit-card", size: "sm", color: "warning", class: "shrink-0 mt-0.5" %>
<div class="flex-1 space-y-2">
<div class="flex items-start justify-between gap-2">
<p class="text-sm font-medium text-primary">
<%= t("simplefin_items.replacement_prompt.title",
institution: suggestion["institution_name"].presence || simplefin_item.name) %>
</p>
<%= button_to dismiss_replacement_suggestion_simplefin_item_path(simplefin_item),
params: { dormant_sfa_id: old_sfa.id, active_sfa_id: new_sfa.id },
method: :post,
form: { class: "inline shrink-0" },
class: "-mt-1 -mr-1 p-1 rounded hover:bg-yellow-100 theme-dark:hover:bg-yellow-900/40 text-secondary",
aria: { label: t("simplefin_items.replacement_prompt.dismiss_aria") } do %>
<%= icon "x", size: "sm" %>
<% end %>
</div>
<p class="text-xs text-secondary">
<%= t("simplefin_items.replacement_prompt.description",
account_name: sure_account.name,
old_name: old_sfa.name,
new_name: new_sfa.name) %>
</p>
<div class="pt-1">
<% confirm = CustomConfirm.new(
title: t("simplefin_items.replacement_prompt.confirm_title"),
body: t("simplefin_items.replacement_prompt.confirm_body",
account_name: sure_account.name,
new_name: new_sfa.name),
btn_text: t("simplefin_items.replacement_prompt.relink")
) %>
<%= render DS::Button.new(
text: t("simplefin_items.replacement_prompt.relink"),
href: link_existing_account_simplefin_items_path(
account_id: sure_account.id,
simplefin_account_id: new_sfa.id
),
variant: :primary,
data: { turbo_method: :post, turbo_confirm: confirm.to_data_attribute }
) %>
</div>
</div>
</div>
</div>
<% end %>
</div>