* feat(design-system): DS::Disclosure :card variant + migrate 14 provider items
Resolves part of #1715 §6. The provider-item view templates
(binance, brex, coinbase, coinstats, enable_banking, ibkr,
indexa_capital, kraken, lunchflow, mercury, plaid, simplefin,
snaptrade, sophtron — 14 in total) all hand-rolled the same
`<details open class="group bg-container p-4 shadow-border-xs
rounded-xl">` shell with a custom summary inside and content below.
Extend `DS::Disclosure` with a `:card` variant that bakes the card
chrome onto the `<details>` element itself; the summary becomes
slot-driven via the existing `summary_content` slot. Provider items
keep their custom summary content (logos, brand colors, status copy)
unchanged — they just hand it to the slot instead of writing it
between `<summary>` tags.
API:
DS::Disclosure.new(variant: :card, open: true) do |d|
d.with_summary_content do
<div class="flex items-center gap-2">
chevron + custom summary markup
</div>
end
body content
end
While here:
- Drop the no-op `group-open:transform` from the default chevron
(Tailwind v4 applies `rotate-90` directly).
- Add `motion-safe:transition-transform motion-safe:duration-150`
to chevron rotation for reduced-motion respect (matches the
pattern landing in #1841).
- Extract `summary_classes` / `details_classes` helpers so the
default and card surfaces stay readable side-by-side.
Note: this PR touches `DS::Disclosure` and will textually conflict
with #1841 (focus-ring + reduced-motion polish). Both changes are
compatible — when #1841 merges first, the resolution is just
preserving both edits (the focus-ring classes are already merged
into `summary_classes` here).
* fix(review): use ring-alpha-black-300 focus token in DS::Disclosure
CodeRabbit P2: switch the focus-visible outline from raw
gray-900/white palette values to the alpha-black-300 ring token,
matching the established focus pattern on settings/provider_card.html.erb.
This keeps theme behavior centralized in the design system tokens
instead of branching on theme-dark: in the component.
Applies to both :default and :card summary variants.
* fix(review): stretch DS::Disclosure summary_content to full width
Codex P2 follow-up on the disclosure-migration stack: \`<summary>\` is
\`display: list-item\`, so a flex inner div inside the slot
shrink-wraps to content width — any \`justify-between\` the caller
adds has nothing to distribute, and the right-side admin actions
collapse toward the title across every provider-item partial migrated
to \`DS::Disclosure variant: :card\` in #1855 (and the panels in
#1856 / #1857 / #1858 that inherit this component).
Wrap the slot in \`<div class=\"w-full\">\` so caller-supplied flex
rows stretch across the card. \`:default\` variant is unchanged
(it never uses \`summary_content\`).
* fix(design-system): replace undefined utility classes and broken /N modifiers
Audit of class-name resolution in views surfaced two related silent
failures across ~17 files:
1. Class names that don't exist anywhere in the design system. Tailwind
silently drops them and the element renders with no CSS for that
property.
- bg-primary (and bg-primary/5, /10, /90): never defined as a
custom utility, no --color-primary in @theme. Used as a CTA bg
in 8 places, all rendered transparent.
- text-inverted: typo of text-inverse.
- text-primary-foreground: shadcn/Radix vocabulary, not in our
token system.
- bg-accent / border-accent / text-accent: same shadcn vocabulary;
not defined.
2. Slash modifier (/N) used on custom @utility blocks. Modifiers only
resolve on Tailwind theme colors (anything in tokens.json color.*).
Custom @utility blocks compile to static @apply statements and
silently drop the /N variant. Affected uses:
- border-surface-inset/50 across provider account selectors.
- border-secondary/30, /40 in admin SSO form and simplefin setup.
- bg-surface-inset/30, /40 in settings preferences and simplefin.
Fixes:
| From | To |
|---------------------------------------------------|------------------------------------------------------|
| bg-primary text-white (and similar primary CTAs) | button-bg-primary text-inverse |
| bg-primary text-primary-foreground (badges) | button-bg-primary text-inverse |
| bg-primary text-inverted (typo) | button-bg-primary text-inverse |
| bg-primary text-primary (broken active pill) | bg-inverse text-inverse |
| bg-primary (status dot) | bg-inverse |
| bg-primary/5, bg-primary/10 (subtle accent bg) | bg-gray-tint-5, bg-gray-tint-10 |
| hover:bg-primary/90 | hover:button-bg-primary-hover |
| border-accent bg-accent/10 text-accent (badges) | border-secondary bg-surface-inset text-secondary |
| border-surface-inset/50 | border-secondary |
| border-secondary/30, /40 | border-tertiary |
| bg-surface-inset/30 | bg-surface-inset (full strength) |
| bg-surface-inset/40 | bg-container-inset |
Also documents the alpha-modifier limitation in design/tokens/README.md
under a new "Alpha modifiers in views (/N syntax)" section, with the
opacity-N convention for custom utilities and a note that the
gray-tint-5 / gray-tint-10 family (and similar pre-resolved tints) are
theme colors and accept /N modifiers natively.
The accent-badge mapping uses neutral semantics for now. A dedicated
brand-accent token (text-link-tint-10 etc.) is worth considering as a
follow-up if the "highlighted metadata badge" pattern recurs.
* fix(design-system): replace undefined divide-primary / divide-secondary with alpha tokens
Same class of bug as the rest of this PR: divide-{name} requires the
name to be a theme color (i.e. expose --color-{name}), and our custom
@utility utilities (primary, secondary, etc.) do not. Tailwind silently
drops the unrecognized class and rows render with no separator.
Spotted six instances during the visual audit:
- admin/users/index.html.erb (×2): users table + pending invitations
- admin/sso_providers/index.html.erb (×2): configured + legacy lists
- transactions/categorizes/_transaction_list.html.erb: categorize sidebar
- settings/preferences/show.html.erb: divide-secondary/60 (also broken)
Swapped to the alpha-black/white pattern already used elsewhere in the
codebase (imports/cleans/show, transactions/_summary, etc.):
divide-y divide-primary
-> divide-y divide-alpha-black-200 theme-dark:divide-alpha-white-200
divide-y divide-secondary/60
-> divide-y divide-alpha-black-100 theme-dark:divide-alpha-white-100
The lighter (-100) variant on the preferences list matches the original
intent of /60 (more subtle).
* third party provider scoping
* Simplify logic and allow only admins to mange providers
* Broadcast fixes
* FIX tests and build
* Fixes
* Reviews
* Scope merchants
* DRY fixes
* feat: add auto-open functionality for collapsible sections and streamline unlinked account handling
- Introduce `auto-open` Stimulus controller to auto-expand <details> elements based on URL params.
- Update all settings sections and panels to support the new `auto_open_param` for seamless navigation.
- Improve unlinked account logic for Coinbase, SimpleFIN, and SnapTrade, ensuring consistent and optimized handling.
- Refactor sync warnings and badges for better readability and user experience.
- Extend localization for additional menu items, warnings, and setup prompts.
* fix: improve error handling and safe HTML usage in Coinbase and settings components
- Log warning for unhandled exceptions in Coinbase unlinked account count fallback.
- Escape `auto_open_param` in settings section for safe HTML injection.
- Clean up URL params in `auto-open` controller after auto-expansion.
---------
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
* **Add Coinbase integration with item and account management**
- Creates migrations for `coinbase_items` and `coinbase_accounts`.
- Adds models, controllers, views, and background tasks to support account linking, syncing, and transaction handling.
- Implements Coinbase API client and adapter for seamless integration.
- Supports ActiveRecord encryption for secure credential storage.
- Adds UI components for provider setup, account management, and synchronization.
* Localize Coinbase-related UI strings, refine account linking for security, and add timeouts to Coinbase API requests.
* Localize Coinbase account handling to support native currencies (USD, EUR, GBP, etc.) across balances, trades, holdings, and transactions.
* Improve Coinbase processing with timezone-safe parsing, native currency support, and immediate holdings updates.
* Improve trend percentage formatting and enhance race condition handling for Coinbase account linking.
* Fix log message wording for orphan cleanup
* Ensure `selected_accounts` parameter is sanitized by rejecting blank entries.
* Add tests for Coinbase integration: account, item, and controller coverage
- Adds unit tests for `CoinbaseAccount` and `CoinbaseItem` models.
- Adds integration tests for `CoinbaseItemsController`.
- Introduces Stimulus `select-all` controller for UI checkbox handling.
- Localizes UI strings and logging for Coinbase integration.
* Update test fixtures to use consistent placeholder API keys and secrets
* Refine `coinbase_item` tests to ensure deterministic ordering and improve scope assertions.
* Integrate `SyncStats::Collector` into Coinbase syncer to streamline statistics collection and enhance consistency.
* Localize Coinbase sync status messages and improve sync summary test coverage.
* Update `CoinbaseItem` encryption: use deterministic encryption for `api_key` and standard for `api_secret`.
* fix schema drift
* Beta labels to lower expectations
---------
Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
