<%# locals: (simplefin_item:) %> <%= tag.div id: dom_id(simplefin_item) do %> <% accounts = simplefin_item.accounts %> <%# Compute unlinked count early so it's available for both menu and bottom section %> <% unlinked_count = if defined?(@simplefin_unlinked_count_map) && @simplefin_unlinked_count_map @simplefin_unlinked_count_map[simplefin_item.id] || 0 else begin simplefin_item.simplefin_accounts .left_joins(:account, :account_provider) .where(accounts: { id: nil }, account_providers: { id: nil }) .count rescue => e Rails.logger.warn("SimpleFin card: unlinked_count fallback failed: #{e.class} - #{e.message}") 0 end end %> <% setup_token_update_required = simplefin_item.setup_token_update_required? %> <%= render DS::Disclosure.new(variant: :card, open: true) do |disclosure| %> <% disclosure.with_summary_content do %>
<%= icon "chevron-right", class: "group-open:rotate-90 motion-safe:transition-transform motion-safe:duration-150" %>
<% if simplefin_item.logo.attached? %> <%= image_tag simplefin_item.logo, class: "rounded-full h-full w-full", loading: "lazy" %> <% else %>
<%= tag.p simplefin_item.name.first.upcase, class: "text-success text-xs font-medium" %>
<% end %>
<%= tag.p simplefin_item.name, class: "font-medium text-primary" %> <% if simplefin_item.scheduled_for_deletion? %>

<%= t(".deletion_in_progress") %>

<% end %>
<% if accounts.any? %>

<%= simplefin_item.institution_summary %>

<%# Extra inline badges from latest sync stats - only show warnings %> <% stats = (@simplefin_sync_stats_map || {})[simplefin_item.id] || {} %> <% has_warnings = stats["accounts_skipped"].to_i > 0 || stats["rate_limited"].present? || stats["rate_limited_at"].present? || stats["total_errors"].to_i > 0 || (stats["errors"].is_a?(Array) && stats["errors"].any?) %> <% if has_warnings %>
<% if stats["accounts_skipped"].to_i > 0 %> <%= render DS::Tooltip.new(text: t(".accounts_skipped_tooltip"), icon: "alert-triangle", size: "sm", color: "warning", as: :span) %> <%= t(".accounts_skipped_label", count: stats["accounts_skipped"].to_i) %> <% end %> <% if stats["rate_limited"].present? || stats["rate_limited_at"].present? %> <% ts = stats["rate_limited_at"] %> <% ago = (ts.present? ? (begin; time_ago_in_words(Time.parse(ts)); rescue StandardError; nil; end) : nil) %> <%= render DS::Tooltip.new( text: (ago ? t(".rate_limited_ago", time: ago) : t(".rate_limited_recently")), icon: "clock", size: "sm", color: "warning", as: :span ) %> <% end %> <% if stats["total_errors"].to_i > 0 || (stats["errors"].is_a?(Array) && stats["errors"].any?) %> <% tooltip_text = simplefin_error_tooltip(stats) %> <% if tooltip_text.present? %> <%= render DS::Tooltip.new(text: tooltip_text, icon: "alert-octagon", size: "sm", color: "warning", as: :span) %> <% end %> <% end %>
<% end %> <% end %> <%# Determine if all reported errors are benign duplicate-skips (suppress scary banner). Computed in controller for testability. %> <% duplicate_only_errors = (@simplefin_duplicate_only_map || {})[simplefin_item.id] || false %> <% if simplefin_item.syncing? %>
<%= icon "loader", size: "sm", class: "animate-spin" %> <%= tag.span t(".syncing") %>
<% elsif setup_token_update_required %>
<%= icon "alert-triangle", size: "sm", color: "warning" %> <%= tag.span t(".requires_update") %>
<% elsif (stale_status = simplefin_item.stale_sync_status)[:stale] %>
<%= icon "alert-circle", size: "sm", color: "warning" %> <%= tag.span stale_status[:message], class: "text-sm" %>
<% elsif (pending_status = simplefin_item.stale_pending_status)[:count] > 0 %>
<%= icon "clock", size: "sm", color: "secondary" %> <%= tag.span pending_status[:message], class: "text-sm" %> <%= t(".stale_pending_note") %>
<% if pending_status[:accounts]&.any? %>
<%= t(".stale_pending_accounts", accounts: pending_status[:accounts].join(", ")) %>
<% end %>
<% elsif (reconciled_status = simplefin_item.last_sync_reconciled_status)[:count] > 0 %>
<%= icon "check-circle", size: "sm", color: "success" %> <%= tag.span reconciled_status[:message], class: "text-sm" %> <%= t(".reconciled_details_note") %>
<% elsif simplefin_item.rate_limited_message.present? %>
<%= icon "clock", size: "sm", color: "warning" %> <%= tag.span simplefin_item.rate_limited_message %>
<% elsif simplefin_item.sync_error.present? && !duplicate_only_errors %>
<%= render DS::Tooltip.new(text: simplefin_item.sync_error, icon: "alert-circle", size: "sm", color: "destructive", as: :span) %> <%= tag.span t(".error"), class: "text-destructive" %>
<% elsif duplicate_only_errors %>
<%= icon "info", size: "sm" %> <%= tag.span t(".duplicate_accounts_skipped"), class: "text-secondary" %>
<% else %>

<% if simplefin_item.last_synced_at %> <% if simplefin_item.sync_status_summary %> <%= t(".status_with_summary", timestamp: time_ago_in_words(simplefin_item.last_synced_at), summary: simplefin_item.sync_status_summary) %> <% else %> <%= t(".status", timestamp: time_ago_in_words(simplefin_item.last_synced_at)) %> <% end %> <% else %> <%= t(".status_never") %> <% end %>

<% end %>
<% if Current.user&.admin? %>
<% if setup_token_update_required %> <%= render DS::Link.new( text: t(".update"), icon: "refresh-cw", variant: "secondary", href: edit_simplefin_item_path(simplefin_item), frame: "modal" ) %> <% else %> <%= icon( "refresh-cw", as_button: true, href: sync_simplefin_item_path(simplefin_item), disabled: simplefin_item.syncing? ) %> <% end %> <%= render DS::Menu.new do |menu| %> <% if unlinked_count.to_i > 0 %> <% menu.with_item( variant: "link", text: t(".setup_accounts_menu"), icon: "settings", href: setup_accounts_simplefin_item_path(simplefin_item), frame: :modal ) %> <% end %> <% menu.with_item( variant: "button", text: t(".delete"), icon: "trash-2", href: simplefin_item_path(simplefin_item), method: :delete, confirm: CustomConfirm.for_resource_deletion(simplefin_item.name, high_severity: true) ) %> <% end %>
<% end %>
<% end %> <% unless simplefin_item.scheduled_for_deletion? %>
<%# Replacement suggestions from the ReplacementDetector (card-fraud swap, etc.). Only rendered when the latest sync flagged candidate pairs. %> <% suggestions = ((@simplefin_sync_stats_map || {})[simplefin_item.id] || {})["replacement_suggestions"] %> <% if suggestions.is_a?(Array) && suggestions.any? %> <%= render "simplefin_items/replacement_prompt", simplefin_item: simplefin_item, suggestions: suggestions %> <% end %> <% if accounts.any? %> <%= render "accounts/index/account_groups", accounts: accounts %> <% end %> <%# Sync summary (collapsible) - using shared ProviderSyncSummary component Prefer controller-provided map; fallback to latest sync stats so Turbo broadcasts can render the summary without requiring a full page refresh. %> <% stats = if defined?(@simplefin_sync_stats_map) && @simplefin_sync_stats_map @simplefin_sync_stats_map[simplefin_item.id] || {} else # `latest_sync` is private on Syncable; access via association for broadcast renders. simplefin_item.syncs.ordered.first&.sync_stats || {} end %> <%= render ProviderSyncSummary.new( stats: stats, provider_item: simplefin_item, institutions_count: simplefin_item.connected_institutions.size ) %> <% if unlinked_count.to_i > 0 && accounts.empty? %> <%# No accounts imported yet - show prominent setup prompt %>

<%= t(".setup_needed") %>

<%= t(".setup_description") %>

<%= render DS::Link.new( text: t(".setup_action"), icon: "settings", variant: "primary", href: setup_accounts_simplefin_item_path(simplefin_item), frame: :modal ) %>
<% elsif accounts.empty? %>

<%= t(".no_accounts_title") %>

<%= t(".no_accounts_description") %>

<% end %>
<% end %> <% end %> <% end %>