Files
sure/app/views/settings/providers/show.html.erb
LPW 8c9764f1ad Unify provider and account card UI and move setup actions to menus (#755)
* 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.

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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
2026-01-24 01:11:56 +01:00

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<%= content_for :page_title, "Sync Providers" %>
<div class="space-y-4">
<% if @encryption_error %>
<div class="p-4 rounded-lg bg-destructive/10 border border-destructive/20">
<div class="flex items-start gap-3">
<%= icon("triangle-alert", class: "w-5 h-5 text-destructive shrink-0 mt-0.5") %>
<div>
<h3 class="font-medium text-primary"><%= t("settings.providers.encryption_error.title") %></h3>
<p class="text-secondary text-sm mt-1"><%= t("settings.providers.encryption_error.message") %></p>
</div>
</div>
</div>
<% else %>
<div>
<p class="text-secondary mb-4">
Configure credentials for third-party sync providers. Settings configured here will override environment variables.
</p>
</div>
<% end %>
<% unless @encryption_error %>
<% @provider_configurations.each do |config| %>
<%= settings_section title: config.provider_key.titleize, collapsible: true, open: false do %>
<%= render "settings/providers/provider_form", configuration: config %>
<% end %>
<% end %>
<%# Providers below are hardcoded because they manage Family-scoped connections %>
<%# (via their own models like SimplefinItem, LunchflowItem, etc.) rather than global settings. %>
<%# They require custom UI for connection management, status display, and sync actions. %>
<%# The controller excludes them from @provider_configurations (see prepare_show_context). %>
<%= settings_section title: "Lunch Flow", collapsible: true, open: false do %>
<turbo-frame id="lunchflow-providers-panel">
<%= render "settings/providers/lunchflow_panel" %>
</turbo-frame>
<% end %>
<%= settings_section title: "SimpleFIN", collapsible: true, open: false do %>
<turbo-frame id="simplefin-providers-panel">
<%= render "settings/providers/simplefin_panel" %>
</turbo-frame>
<% end %>
<%= settings_section title: "Enable Banking (beta)", collapsible: true, open: false do %>
<turbo-frame id="enable_banking-providers-panel">
<%= render "settings/providers/enable_banking_panel" %>
</turbo-frame>
<% end %>
<%= settings_section title: "CoinStats (beta)", collapsible: true, open: false do %>
<turbo-frame id="coinstats-providers-panel">
<%= render "settings/providers/coinstats_panel" %>
</turbo-frame>
<% end %>
<%= settings_section title: "Mercury (beta)", collapsible: true, open: false do %>
<turbo-frame id="mercury-providers-panel">
<%= render "settings/providers/mercury_panel" %>
</turbo-frame>
<% end %>
<%= settings_section title: "Coinbase (beta)", collapsible: true, open: false do %>
<turbo-frame id="coinbase-providers-panel">
<%= render "settings/providers/coinbase_panel" %>
</turbo-frame>
<% end %>
<%= settings_section title: "SnapTrade (beta)", collapsible: true, open: false, auto_open_param: "manage" do %>
<turbo-frame id="snaptrade-providers-panel">
<%= render "settings/providers/snaptrade_panel" %>
</turbo-frame>
<% end %>
<% end %>
</div>