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[PR #2870] [MERGED] Rework bank secrets reset #4562

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opened 2026-02-28 20:57:41 -06:00 by GiteaMirror · 0 comments
GiteaMirror commented 2026-02-28 20:57:41 -06:00
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📋 Pull Request Information

Original PR: https://github.com/actualbudget/actual/pull/2870
Author: @psybers
Created: 6/12/2024
Status: ✅ Merged
Merged: 6/18/2024
Merged by: @youngcw

Base: master ← Head: reset-sync

📝 Commits (8)

📊 Changes

3 files changed (+151 additions, -62 deletions)

View changed files

📝 packages/desktop-client/src/components/modals/CreateAccountModal.tsx (+145 -24)
📝 packages/desktop-client/src/components/modals/GoCardlessExternalMsg.tsx (+0 -38)
➕ upcoming-release-notes/2870.md (+6 -0)

📄 Description

This reworks how bank sync credential resets are handled. Previously, GoCardless had a reset option. This adds a similar option for SimpleFIN and unifies how those are presented to the user:

image image

The popover menu is only shown if the credentials are already set:

image

🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.

## 📋 Pull Request Information **Original PR:** https://github.com/actualbudget/actual/pull/2870 **Author:** [@psybers](https://github.com/psybers) **Created:** 6/12/2024 **Status:** ✅ Merged **Merged:** 6/18/2024 **Merged by:** [@youngcw](https://github.com/youngcw) **Base:** `master` ← **Head:** `reset-sync` --- ### 📝 Commits (8) - [`7e8f717`](https://github.com/actualbudget/actual/commit/7e8f717aa8096401ac47a4e65d9e26d179fed5fb) Rework bank secrets reset - [`7e8c340`](https://github.com/actualbudget/actual/commit/7e8c3408214a9a1d43f684f3934dd02efb94278c) Fix alignment - [`7641b12`](https://github.com/actualbudget/actual/commit/7641b12b0cfef7180e24591786f3044e878ec70b) Fix lint errors - [`a974c3b`](https://github.com/actualbudget/actual/commit/a974c3b74b4c13231f867c16389c08d7fc88816c) add release note - [`0dd219c`](https://github.com/actualbudget/actual/commit/0dd219ce33376bdacafe6a09f2f37fa9fb0130ab) Fix typo - [`0b04924`](https://github.com/actualbudget/actual/commit/0b049243ea787e0b75b7e152e9245d7372c8940c) fix typo - [`d939d51`](https://github.com/actualbudget/actual/commit/d939d5162871bbb6bff246111097266c6ab02580) Merge branch 'master' into reset-sync - [`cfdfd66`](https://github.com/actualbudget/actual/commit/cfdfd6677320e236c2a984607ddd565076efc686) Merge branch 'master' into reset-sync ### 📊 Changes **3 files changed** (+151 additions, -62 deletions) <details> <summary>View changed files</summary> 📝 `packages/desktop-client/src/components/modals/CreateAccountModal.tsx` (+145 -24) 📝 `packages/desktop-client/src/components/modals/GoCardlessExternalMsg.tsx` (+0 -38) ➕ `upcoming-release-notes/2870.md` (+6 -0) </details> ### 📄 Description This reworks how bank sync credential resets are handled. Previously, GoCardless had a reset option. This adds a similar option for SimpleFIN and unifies how those are presented to the user: <img width="522" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/ca2c744f-0aa7-41b1-96c5-3e5ce570036c"> <img width="523" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/2b57a35d-4d18-452b-93fb-c8326c7068ef"> The popover menu is only shown if the credentials are already set: <img width="521" alt="image" src="https://github.com/actualbudget/actual/assets/1115390/be0e2b40-f0cb-4ba5-9667-52b00ee1d232"> --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>
GiteaMirror added the pull-request label 2026-02-28 20:57:41 -06:00
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