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feat(settings/providers): card grid for available providers with connect drawer
- Add Provider::Metadata registry with static display data (region, kind, tier, maturity, logo) for all 11 providers - Add Settings::ProviderCard ViewComponent rendering logo square, name, Beta/Alpha pill, meta line (region · type · tier), tagline, and Connect link - Add connect_form action + route (GET /settings/providers/:key/connect_form) that opens the existing panel partial or config form in a DS::Dialog drawer - Replace the Available accordion loop with a 2-column responsive card grid; empty state when all providers are connected - Fix layout override: use turbo_rails/frame layout for frame requests so the drawer response is not wrapped in the full settings layout (was causing Turbo to pick the empty outer drawer frame instead of the filled one) - Add SyncAllProvidersJob and last_sync_all_attempted_at migration (sync-all throttle support) - Unify Connected + Action needed into a single "Your connections" section; items with warn/err status auto-open - Fix Enable Banking grouping: items with expired sessions were returning :off (Available) instead of :warn (Your connections); gate now checks any? instead of any?(&:session_valid?) - Add reconsent_required locale key for fully-expired EB sessions - Surface Beta/Alpha maturity pills on connected provider accordion rows via new badge: param on settings_section helper - Add i18n taglines for all 11 providers; add connect and empty_available keys Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Juan José Mata
@@ -1,12 +1,12 @@
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class Settings::ProvidersController < ApplicationController
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layout "settings"
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layout -> { turbo_frame_request? ? "turbo_rails/frame" : "settings" }
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before_action :ensure_admin, only: [ :show, :update ]
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before_action :ensure_admin, only: [ :show, :update, :sync_all, :sync, :connect_form ]
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def show
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@breadcrumbs = [
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[ "Home", root_path ],
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[ "Bank Sync Providers", nil ]
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[ "Bank sync", nil ]
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]
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prepare_show_context
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@@ -77,6 +77,54 @@ class Settings::ProvidersController < ApplicationController
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render :show, status: :unprocessable_entity
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end
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def sync_all
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family = Current.family
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if family.last_sync_all_attempted_at.present? && family.last_sync_all_attempted_at > 30.seconds.ago
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return redirect_to settings_providers_path, notice: t("settings.providers.sync_all_recently")
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end
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family.update!(last_sync_all_attempted_at: Time.current)
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SyncAllProvidersJob.perform_later(family.id)
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redirect_to settings_providers_path, notice: t("settings.providers.sync_all_in_progress")
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end
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def sync
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provider_key = params[:provider_key]
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syncable_type = PANEL_SYNCABLE_TYPES[provider_key]
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return redirect_to settings_providers_path unless syncable_type
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items = syncable_type.constantize.where(family: Current.family).syncable
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items.each { |item| item.sync_later unless item.syncing? }
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redirect_to settings_providers_path, notice: t("settings.providers.sync_provider_in_progress")
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end
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def connect_form
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provider_key = params[:provider_key]
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panel = FAMILY_PANELS.find { |p| p[:key] == provider_key }
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if panel
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@panel_key = panel[:key]
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@panel_partial = panel[:partial]
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@panel_title = panel[:title]
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load_provider_items(provider_key)
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return render :connect_form
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end
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Provider::Factory.ensure_adapters_loaded
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config = Provider::ConfigurationRegistry.all.find { |c| c.provider_key.to_s == provider_key }
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if config
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@panel_title = provider_key.titleize
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@provider_configuration = config
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return render :connect_form
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end
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redirect_to settings_providers_path
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rescue ActiveRecord::Encryption::Errors::Configuration
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redirect_to settings_providers_path, alert: t("settings.providers.encryption_error.title")
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end
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private
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def provider_params
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# Dynamically permit all provider configuration fields
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@@ -125,16 +173,16 @@ class Settings::ProvidersController < ApplicationController
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# status display, and sync actions. The configuration registry excludes
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# them (see prepare_show_context).
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FAMILY_PANELS = [
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{ key: "lunchflow", title: "Lunch Flow", turbo_id: "lunchflow", partial: "lunchflow_panel" },
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{ key: "simplefin", title: "SimpleFIN", turbo_id: "simplefin", partial: "simplefin_panel" },
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{ key: "enable_banking", title: "Enable Banking (beta)", turbo_id: "enable_banking", partial: "enable_banking_panel" },
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{ key: "coinstats", title: "CoinStats (beta)", turbo_id: "coinstats", partial: "coinstats_panel" },
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{ key: "mercury", title: "Mercury (beta)", turbo_id: "mercury", partial: "mercury_panel" },
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{ key: "coinbase", title: "Coinbase (beta)", turbo_id: "coinbase", partial: "coinbase_panel" },
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{ key: "binance", title: "Binance (beta)", turbo_id: "binance", partial: "binance_panel" },
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{ key: "snaptrade", title: "SnapTrade (beta)", turbo_id: "snaptrade", partial: "snaptrade_panel", auto_open: "manage" },
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{ key: "indexa_capital", title: "Indexa Capital (alpha)", turbo_id: "indexa_capital", partial: "indexa_capital_panel" },
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{ key: "sophtron", title: "Sophtron (alpha)", turbo_id: "sophtron", partial: "sophtron_panel" }
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{ key: "lunchflow", title: "Lunch Flow", turbo_id: "lunchflow", partial: "lunchflow_panel" },
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{ key: "simplefin", title: "SimpleFIN", turbo_id: "simplefin", partial: "simplefin_panel" },
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{ key: "enable_banking", title: "Enable Banking", turbo_id: "enable_banking", partial: "enable_banking_panel" },
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{ key: "coinstats", title: "CoinStats", turbo_id: "coinstats", partial: "coinstats_panel" },
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{ key: "mercury", title: "Mercury", turbo_id: "mercury", partial: "mercury_panel" },
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{ key: "coinbase", title: "Coinbase", turbo_id: "coinbase", partial: "coinbase_panel" },
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{ key: "binance", title: "Binance", turbo_id: "binance", partial: "binance_panel" },
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{ key: "snaptrade", title: "SnapTrade", turbo_id: "snaptrade", partial: "snaptrade_panel", auto_open: "manage" },
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{ key: "indexa_capital", title: "Indexa Capital", turbo_id: "indexa_capital", partial: "indexa_capital_panel" },
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{ key: "sophtron", title: "Sophtron", turbo_id: "sophtron", partial: "sophtron_panel" }
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].freeze
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FAMILY_PANEL_KEYS = FAMILY_PANELS.map { |p| p[:key] }.freeze
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@@ -153,6 +201,31 @@ class Settings::ProvidersController < ApplicationController
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"sophtron" => "SophtronItem"
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}.freeze
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def load_provider_items(provider_key)
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case provider_key
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when "simplefin"
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@simplefin_items = Current.family.simplefin_items.ordered
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when "lunchflow"
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@lunchflow_items = Current.family.lunchflow_items.ordered
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when "enable_banking"
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@enable_banking_items = Current.family.enable_banking_items.ordered
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when "coinstats"
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@coinstats_items = Current.family.coinstats_items.ordered
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when "mercury"
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@mercury_items = Current.family.mercury_items.active.ordered.includes(:syncs, :mercury_accounts)
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when "coinbase"
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@coinbase_items = Current.family.coinbase_items.ordered
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when "binance"
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@binance_items = Current.family.binance_items.active.ordered
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when "snaptrade"
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@snaptrade_items = Current.family.snaptrade_items.includes(:snaptrade_accounts).ordered
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when "indexa_capital"
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@indexa_capital_items = Current.family.indexa_capital_items.ordered
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when "sophtron"
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@sophtron_items = Current.family.sophtron_items.ordered
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end
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end
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# Prepares instance vars needed by the show view and partials
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def prepare_show_context
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# Load all provider configurations (exclude family-scoped panels, which have their own UI below)
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@@ -232,6 +305,7 @@ class Settings::ProvidersController < ApplicationController
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provider_key: config.provider_key.to_s,
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title: config.provider_key.to_s.titleize,
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configuration: config,
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maturity: Provider::Metadata.for(config.provider_key)[:maturity],
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summary: view_context.provider_summary(config.provider_key)
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}
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end
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@@ -243,6 +317,7 @@ class Settings::ProvidersController < ApplicationController
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turbo_id: panel[:turbo_id],
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partial: panel[:partial],
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auto_open_param: panel[:auto_open],
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maturity: Provider::Metadata.for(panel[:key])[:maturity],
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summary: view_context.provider_summary(panel[:key])
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}
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end
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