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Docs/enable banking multi connections - #71

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jjmata merged 9 commits into
we-promise:mainfrom
smurfpandey:docs/enable-banking-multi-connections
May 1, 2026
Merged

Docs/enable banking multi connections#71
jjmata merged 9 commits into
we-promise:mainfrom
smurfpandey:docs/enable-banking-multi-connections

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@smurfpandey

@smurfpandey smurfpandey commented May 1, 2026

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Summary by CodeRabbit

  • Documentation
    • Updated integrations guide with internal provider links for improved navigation
    • Added Binance and Coinbase (beta) to the list of available providers
    • Enhanced Enable Banking setup instructions with clearer step-by-step bank connection procedures
    • Added guidance explaining how to reuse provider configuration across multiple countries

SureBot and others added 8 commits May 1, 2026 10:54
Updated integration links to point to internal documentation and added Binance, Coinbase, and CoinStats as beta integrations.
Revise integration links and add new providers
Update instructions for linking bank accounts
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⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

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Run ID: ee7ad078-6354-4f4c-94a1-1cf7db387476

📥 Commits

Reviewing files that changed from the base of the PR and between ba9ca6e and bff30aa.

📒 Files selected for processing (1)
  • guide.mdx
📝 Walkthrough

Walkthrough

Two documentation files are updated: guide.mdx refactors the provider list to use internal routes for Binance, Coinbase, CoinStats, Lunch Flow, Plaid, SimpleFIN, and Enable Banking; providers/enable-banking.mdx expands setup instructions with bank account linking, sync session creation, multi-connection management, and cross-country configuration guidance.

Changes

Cohort / File(s) Summary
Provider Integration Documentation
guide.mdx
Rewrites provider list entries to reference internal /providers/... routes instead of external links; adds Binance and Coinbase (beta), updates existing provider entries with new routing.
Enable Banking Setup Guide
providers/enable-banking.mdx
Expands setup procedure with bank account linking prerequisites, sync session creation steps, multi-connection management via Sure's Add Connection, and cross-country reuse guidance for shared provider configurations.

Estimated code review effort

🎯 2 (Simple) | ⏱️ ~8 minutes

Poem

🐰 In docs we hopped, with routes so fine,
Banking flows now align,
Providers dance in links anew,
Multiple connections—each in queue,
Configuration shared, yet country-true!

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly indicates the pull request focuses on documenting Enable Banking multi-connection functionality, which aligns with the main changes updating Enable Banking documentation and guide references.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

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@superagent-security superagent-security Bot added the contributor:flagged Contributor flagged for review by trust analysis. label May 1, 2026
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superagent-security Bot commented May 1, 2026

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⚠️ Contributor Trust Check — Review Recommended

This contributor's profile shows patterns that may warrant additional review. This is based on their GitHub activity, not the contents of this PR.

smurfpandey · Score: 68/100

Dimension breakdown
Dimension Score What it measures
Identity 30 Account age, contribution history, GPG keys, org memberships
Behavior 80 PR patterns, unsolicited contribution ratio, activity cadence
Content 100 PR body substance, issue linkage, contribution quality
Graph 30 Cross-repo trust, co-contributor relationships

Analyzed by Brin · Full profile

@superagent-security superagent-security Bot added the pr:verified PR passed security analysis. label May 1, 2026

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Code Review

This pull request updates the documentation by converting external provider links to internal paths and adding Binance and Coinbase to the list of supported integrations. It also enhances the Enable Banking guide with instructions for linking accounts and managing multiple country connections. Feedback was provided to alphabetize the provider list for consistency and to improve the grammatical flow of the new instructions.

Comment thread guide.mdx Outdated
Comment thread providers/enable-banking.mdx
@jjmata jjmata removed the contributor:flagged Contributor flagged for review by trust analysis. label May 1, 2026
@jjmata
jjmata merged commit d4f1bef into we-promise:main May 1, 2026
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