module SettingsHelper SETTINGS_ORDER = [ # General section { name: "Accounts", path: :accounts_path }, { name: "Bank Sync", path: :settings_providers_path, condition: :admin_user? }, { name: "Preferences", path: :settings_preferences_path }, { name: "Appearance", path: :settings_appearance_path }, { name: "Profile Info", path: :settings_profile_path }, { name: "Security", path: :settings_security_path }, { name: "Payment", path: :settings_payment_path, condition: :not_self_hosted? }, # Transactions section { name: "Categories", path: :categories_path }, { name: "Tags", path: :tags_path }, { name: "Rules", path: :rules_path }, { name: "Merchants", path: :family_merchants_path }, { name: "Recurring", path: :recurring_transactions_path }, # Advanced section { name: "AI Prompts", path: :settings_ai_prompts_path, condition: :admin_user? }, { name: "LLM Usage", path: :settings_llm_usage_path, condition: :admin_user? }, { name: "API Key", path: :settings_api_key_path, condition: :admin_user? }, { name: "Self-Hosting", path: :settings_hosting_path, condition: :self_hosted_and_admin? }, { name: "Imports", path: :imports_path, condition: :admin_user? }, { name: "Exports", path: :family_exports_path, condition: :admin_user? }, # More section { name: "Guides", path: :settings_guides_path }, { name: "What's new", path: :changelog_path }, { name: "Feedback", path: :feedback_path } ] def adjacent_setting(current_path, offset) visible_settings = SETTINGS_ORDER.select { |setting| setting[:condition].nil? || send(setting[:condition]) } current_index = visible_settings.index { |setting| send(setting[:path]) == current_path } return nil unless current_index adjacent_index = current_index + offset return nil if adjacent_index < 0 || adjacent_index >= visible_settings.size adjacent = visible_settings[adjacent_index] render partial: "settings/settings_nav_link_large", locals: { path: send(adjacent[:path]), direction: offset > 0 ? "next" : "previous", title: adjacent[:name] } end def settings_section(title:, subtitle: nil, collapsible: false, open: true, auto_open_param: nil, status: nil, meta: nil, actions: nil, badge: nil, &block) content = capture(&block) render partial: "settings/section", locals: { title: title, subtitle: subtitle, content: content, collapsible: collapsible, open: open, auto_open_param: auto_open_param, status: status, meta: meta, actions: actions, badge: badge } end def status_pill_classes(status) pill = "bg-surface-inset text-primary" case status.to_s.to_sym when :ok { dot: "bg-success", pill: pill } when :warn { dot: "bg-warning", pill: pill } when :err { dot: "bg-destructive", pill: pill } else { dot: "bg-gray-400", pill: pill } end end def provider_summary(provider_key) key = provider_key.to_s.downcase case key when "plaid", "plaid_eu" configured = @provider_configurations&.find { |c| c.provider_key.to_s.casecmp(key).zero? }&.configured? configured ? { status: :ok } : { status: :off } when "simplefin" return { status: :off } unless @simplefin_items&.any? sync_based_summary(key) when "lunchflow" return { status: :off } unless @lunchflow_items&.any? sync_based_summary(key) when "enable_banking" return { status: :off } unless @enable_banking_items&.any? enable_banking_summary when "coinstats" return { status: :off } unless @coinstats_items&.any? sync_based_summary(key) when "mercury" return { status: :off } unless @mercury_items&.any? sync_based_summary(key) when "coinbase" return { status: :off } unless @coinbase_items&.any? sync_based_summary(key) when "binance" return { status: :off } unless @binance_items&.any? sync_based_summary(key) when "kraken" return { status: :off } unless @kraken_items&.any? sync_based_summary(key) when "snaptrade" configured_item = @snaptrade_items&.find(&:credentials_configured?) return { status: :off } unless configured_item unless configured_item.user_registered? return { status: :warn, meta: t("settings.providers.meta.registration_needed") } end sync_based_summary(key) when "indexa_capital" return { status: :off } unless @indexa_capital_items&.any? sync_based_summary(key) when "sophtron" return { status: :off } unless @sophtron_items&.any? sync_based_summary(key) else { status: :off } end end def settings_nav_footer previous_setting = adjacent_setting(request.path, -1) next_setting = adjacent_setting(request.path, 1) content_tag :div, class: "hidden md:flex flex-row justify-between gap-4" do concat(previous_setting) concat(next_setting) end end def settings_nav_footer_mobile previous_setting = adjacent_setting(request.path, -1) next_setting = adjacent_setting(request.path, 1) content_tag :div, class: "md:hidden flex flex-col gap-4 pb-[env(safe-area-inset-bottom)]" do concat(previous_setting) concat(next_setting) end end # Below this many synced accounts, the per-row pills already give the user # enough at-a-glance signal and the strip is redundant chrome. HEALTH_STRIP_MIN_ACCOUNTS = 10 # Slim health-strip data for the providers index. Pulls counts from the # already-resolved entry summaries plus the family's distinct synced-account # count for the trailing stat. Returns a hash consumed by the # `settings/providers/_health_strip` partial, or nil when the family has # fewer than HEALTH_STRIP_MIN_ACCOUNTS connected accounts. def provider_health_strip(connected:, needs_attention:) accounts_count = Current.family.accounts.joins(:account_providers).distinct.count return nil if accounts_count < HEALTH_STRIP_MIN_ACCOUNTS active_entries = connected + needs_attention last_synced_at = active_entries.map { |e| e[:summary][:last_synced_at] }.compact.max { connected: active_entries.size, needs_attention: needs_attention.size, accounts_syncing: accounts_count, last_synced_at: last_synced_at } end # Strips the leading "about " from `time_ago_in_words` so copy reads as # "Synced 6 hours ago" instead of "Synced about 6 hours ago". def concise_time_ago(time) time_ago_in_words(time).sub(/\Aabout /, "") end private def sync_based_summary(provider_key) health = @provider_sync_health&.dig(provider_key) || {} last_synced_at = health[:last_synced_at] base = if health[:error] { status: :err, meta: t("settings.providers.meta.sync_error") } elsif health[:stale] { status: :warn, meta: t("settings.providers.meta.no_recent_sync") } elsif last_synced_at.present? { status: :ok, meta: t("settings.providers.meta.last_synced", time: concise_time_ago(last_synced_at)) } else { status: :ok } end base.merge(last_synced_at: last_synced_at) end def enable_banking_summary health = @provider_sync_health&.dig("enable_banking") || {} last_synced_at = health[:last_synced_at] return { status: :err, meta: t("settings.providers.meta.sync_error"), last_synced_at: nil } if health[:error] valid_items = @enable_banking_items&.select(&:session_valid?) || [] # All items have expired/missing sessions — need re-authorization if valid_items.empty? return { status: :warn, meta: t("settings.providers.meta.reconsent_required"), last_synced_at: last_synced_at } end expiring = valid_items.find do |item| item.session_expires_at.present? && item.session_expires_at < 7.days.from_now end if expiring days = [ ((expiring.session_expires_at - Time.current) / 1.day).ceil, 1 ].max return { status: :warn, meta: t("settings.providers.meta.reconsent_needed", count: days), last_synced_at: last_synced_at } end return { status: :warn, meta: t("settings.providers.meta.no_recent_sync"), last_synced_at: last_synced_at } if health[:stale] if last_synced_at.present? { status: :ok, meta: t("settings.providers.meta.last_synced", time: concise_time_ago(last_synced_at)), last_synced_at: last_synced_at } else { status: :ok, last_synced_at: nil } end end def not_self_hosted? !self_hosted? end # Helper used by SETTINGS_ORDER conditions def admin_user? Current.user&.admin? end def self_hosted_and_admin? self_hosted? && admin_user? end end