mirror of
https://github.com/we-promise/sure
synced 2026-04-25 17:15:07 +02:00
0a96bf199d
* SimpleFIN: setup UX + same-provider relink + card-replacement detection Fixes three bugs and adds auto-detection for credit-card fraud replacement. Bugs: - Importer: per-institution auth errors no longer flip the whole item to requires_update. Partial errors stay on sync_stats so other institutions keep syncing. - Setup page: new activity badges (recent / dormant / empty / likely-closed) via SimplefinAccount::ActivitySummary. Likely-closed (dormant + near-zero balance + prior history) defaults to "skip" in the type picker. - Relink: link_existing_account allows SimpleFIN to SimpleFIN swaps by atomically detaching the old AccountProvider inside a transaction. Adds "Change SimpleFIN account" menu item on linked-account dropdowns. Feature (credit-card scope only): - SimplefinItem::ReplacementDetector runs post-sync. Pairs a linked dormant zero-balance sfa with an unlinked active sfa at the same institution and account type. Persists suggestions on Sync#sync_stats. - Inline banner on the SimpleFIN item card prompts relink via CustomConfirm. Per-pair dismiss button scoped to the current sync (resurfaces on next sync if still applicable). Auto-suppresses once the relink has landed. Dev tooling: - bin/rails simplefin:seed_fraud_scenario[email] creates a realistic broken pair for manual QA; cleanup_fraud_scenario reverses it. * Address review feedback on #1493 - ReplacementDetector: symmetric one-to-one matching. Two dormant cards pointing at the same active card are now both skipped — previously the detector could emit two suggestions that would clobber each other if the user accepted both. - ReplacementDetector: require non-blank institution names on both sides before matching. Blank-vs-blank was accidentally treated as equal, risking cross-provider false matches when SimpleFIN omitted org_data. - ActivitySummary: fall back to "posted" when "transacted_at" is 0 (SimpleFIN's "unknown" sentinel). Integer 0 is truthy in Ruby, so the previous `|| fallback` short-circuited and ignored posted. - Controller: dismiss key is now the (dormant, active) pair so dismissing one candidate for a dormant card doesn't suppress others. - Helper test: freeze time around "6.hours.ago" and "5.days.ago" assertions so they don't flake when the suite runs before 06:00. * Address second review pass on #1493 - ReplacementDetector: canonicalize account_type in one place so filtering (supported_type?) and matching (type_matches?) agree on "credit card" vs "credit_card" variants. - ReplacementDetector: skip candidates with nil current_balance. nil is "unknown," not "zero" — previously fell back to 0 and passed the near- zero gate, allowing suggestions without balance evidence.
133 lines
6.9 KiB
YAML
133 lines
6.9 KiB
YAML
---
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en:
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simplefin_items:
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new:
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title: Connect SimpleFIN
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setup_token: Setup token
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setup_token_placeholder: paste your SimpleFIN setup token
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connect: Connect
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cancel: Cancel
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create:
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success: SimpleFIN connection added successfully! Your accounts will appear shortly as they sync in the background.
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errors:
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blank_token: Please enter a SimpleFIN setup token.
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invalid_token: Invalid setup token. Please check that you copied the complete token from SimpleFIN Bridge.
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token_compromised: The setup token may be compromised, expired, or already used. Please create a new one.
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create_failed: "Failed to connect: %{message}"
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unexpected: An unexpected error occurred. Please try again.
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destroy:
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success: SimpleFIN connection will be removed
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update:
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success: SimpleFIN connection updated successfully! Your accounts are being reconnected.
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errors:
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blank_token: Please enter a SimpleFIN setup token.
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invalid_token: Invalid setup token. Please check that you copied the complete token from SimpleFIN Bridge.
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token_compromised: The setup token may be compromised, expired, or already used. Please create a new one.
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update_failed: "Failed to update connection: %{message}"
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unexpected: An unexpected error occurred. Please try again.
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edit:
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setup_token:
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label: "SimpleFIN Setup Token:"
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placeholder: "Paste your SimpleFIN setup token here..."
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help_text: "The token should be a long string starting with letters and numbers"
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setup_accounts:
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account_card:
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balance: "Balance"
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activity:
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recent:
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one: "1 transaction • latest %{when}"
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other: "%{count} transactions • latest %{when}"
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dormant: "No activity in %{days} days"
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empty: "No transactions imported yet"
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likely_closed: "No recent activity and zero balance — this may be a closed or replaced card"
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today: "today"
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yesterday: "yesterday"
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days_ago:
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one: "1 day ago"
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other: "%{count} days ago"
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stale_accounts:
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title: "Accounts No Longer in SimpleFIN"
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description: "These accounts exist in your database but are no longer provided by SimpleFIN. This can happen when account configurations change upstream."
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action_prompt: "What would you like to do?"
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action_delete: "Delete account and all transactions"
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action_move: "Move transactions to:"
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action_skip: "Skip for now"
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transaction_count:
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one: "%{count} transaction"
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other: "%{count} transactions"
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complete_account_setup:
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all_skipped: "All accounts were skipped. No accounts were created."
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no_accounts: "No accounts to set up."
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success:
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one: "Successfully created %{count} SimpleFIN account! Your transactions and holdings are being imported in the background."
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other: "Successfully created %{count} SimpleFIN accounts! Your transactions and holdings are being imported in the background."
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stale_accounts_processed: "Stale accounts: %{deleted} deleted, %{moved} moved."
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stale_accounts_errors:
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one: "%{count} stale account action failed. Check logs for details."
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other: "%{count} stale account actions failed. Check logs for details."
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simplefin_item:
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add_new: Add new connection
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confirm_accept: Delete connection
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confirm_body: This will permanently delete all the accounts in this group and all associated data.
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confirm_title: Delete SimpleFIN connection?
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delete: Delete
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deletion_in_progress: "(deletion in progress...)"
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error: Error occurred while syncing data
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no_accounts_description: This connection doesn't have any synchronized accounts yet.
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no_accounts_title: No accounts found
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requires_update: Reconnect
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setup_needed: New accounts ready to set up
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setup_description: Choose account types for your newly imported SimpleFIN accounts.
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setup_action: Set Up New Accounts
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setup_accounts_menu: Set Up Accounts
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more_accounts_available:
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one: "%{count} more account available to set up"
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other: "%{count} more accounts available to set up"
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accounts_skipped_tooltip: "Some accounts were skipped due to errors during sync"
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accounts_skipped_label: "Skipped: %{count}"
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rate_limited_ago: "Rate limited (%{time} ago)"
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rate_limited_recently: "Rate limited recently"
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status: Last synced %{timestamp} ago
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status_never: Never synced
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status_with_summary: "Last synced %{timestamp} ago • %{summary}"
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syncing: Syncing...
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update: Update
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stale_pending_note: "(excluded from budgets)"
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stale_pending_accounts: "in: %{accounts}"
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reconciled_details_note: "(see sync summary for details)"
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duplicate_accounts_skipped: "Some accounts were skipped as duplicates — use 'Link existing accounts' to merge."
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select_existing_account:
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title: "Link %{account_name} to SimpleFIN"
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description: Select a SimpleFIN account to link to your existing account
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cancel: Cancel
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link_account: Link account
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no_accounts_found: "No SimpleFIN accounts found for this %{moniker}."
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wait_for_sync: If you just connected or synced, try again after the sync completes.
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unlink_to_move: To move a link, first unlink it from the account’s actions menu.
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all_accounts_already_linked: All SimpleFIN accounts appear to be linked already.
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currently_linked_to: "Currently linked to: %{account_name}"
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link_existing_account:
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success: Account successfully linked to SimpleFIN
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errors:
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only_manual: Only manual accounts can be linked
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different_provider: This account is linked to a different provider. Unlink it from that provider first, then link to SimpleFIN.
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invalid_simplefin_account: Invalid SimpleFIN account selected
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dismiss_replacement_suggestion:
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dismissed: Replacement suggestion dismissed
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replacement_prompt:
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title: "Your %{institution} card may have been replaced"
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description: "“%{account_name}” is linked to “%{old_name}”, which has had no recent activity and a zero balance. A new card, “%{new_name}”, is now active at the same institution. Relink to keep your history intact."
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relink: Relink to new card
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confirm_title: Relink to the new card?
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confirm_body: "“%{account_name}” will be linked to “%{new_name}”. Your transaction history stays; future transactions come from the new card."
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dismiss_aria: Dismiss replacement suggestion
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reconciled_status:
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message:
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one: "%{count} duplicate pending transaction reconciled"
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other: "%{count} duplicate pending transactions reconciled"
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stale_pending_status:
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message:
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one: "%{count} pending transaction older than %{days} days"
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other: "%{count} pending transactions older than %{days} days"
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