Files
sure/app/views/sophtron_items/_sophtron_item.html.erb
Juan José Mata c92b984cef [codex] Add Sophtron manual sync fixes (#1714)
* Add manual Sophtron sync flow (#1705)

Branch-to-branch merge.

* Copy edits

* Make Sophtron manual sync institution scoped

* Populate Sophtron manual sync stats

* Restore Sophtron bank credential copy

* Address Sophtron manual sync review feedback

* Scope manual sync processing failure handling

* Hide raw Sophtron processor errors from flash

* Clear Sophtron manual sync pointers on provider errors

* Keep manual Sophtron MFA on manual sync records

* Preserve manual sync processing error details
2026-05-09 21:55:20 +02:00

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<%# locals: (sophtron_item:) %>
<%= tag.div id: dom_id(sophtron_item) do %>
<% provider_display_name = sophtron_item.provider_display_name %>
<% manual_sync_required = sophtron_item.manual_sync_required? %>
<% connected_institution_options = sophtron_item.connected_institution_options %>
<details open class="group bg-container p-4 shadow-border-xs rounded-xl">
<summary class="flex items-center justify-between gap-2">
<div class="flex items-center gap-2">
<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
<div class="flex items-center justify-center h-8 w-8 bg-orange-600/10 rounded-full">
<% if sophtron_item.logo.attached? %>
<%= image_tag sophtron_item.logo, class: "rounded-full h-full w-full", loading: "lazy" %>
<% else %>
<div class="flex items-center justify-center">
<%= tag.p provider_display_name.first.upcase, class: "text-orange-600 text-xs font-medium" %>
</div>
<% end %>
</div>
<div class="pl-1 text-sm">
<div class="flex items-center gap-2">
<%= tag.p provider_display_name, class: "font-medium text-primary" %>
<% if manual_sync_required %>
<span class="rounded-full bg-warning/10 px-2 py-0.5 text-xs font-medium text-warning"><%= t(".manual_sync") %></span>
<% end %>
<% if sophtron_item.scheduled_for_deletion? %>
<p class="text-destructive text-sm animate-pulse"><%= t(".deletion_in_progress") %></p>
<% end %>
</div>
<% if sophtron_item.accounts.any? %>
<p class="text-xs text-secondary">
<%= sophtron_item.institution_summary %>
</p>
<% end %>
<% if sophtron_item.syncing? %>
<div class="text-secondary flex items-center gap-1">
<%= icon "loader", size: "sm", class: "animate-spin" %>
<%= tag.span t(".syncing") %>
</div>
<% elsif sophtron_item.sync_error.present? %>
<div class="text-secondary flex items-center gap-1">
<%= render DS::Tooltip.new(text: sophtron_item.sync_error, icon: "alert-circle", size: "sm", color: "destructive") %>
<%= tag.span t(".error"), class: "text-destructive" %>
</div>
<% else %>
<p class="text-secondary">
<% if sophtron_item.last_synced_at %>
<% if sophtron_item.sync_status_summary %>
<%= t(".status_with_summary", timestamp: time_ago_in_words(sophtron_item.last_synced_at), summary: sophtron_item.sync_status_summary) %>
<% else %>
<%= t(".status", timestamp: time_ago_in_words(sophtron_item.last_synced_at)) %>
<% end %>
<% else %>
<%= t(".status_never") %>
<% end %>
</p>
<% end %>
</div>
</div>
<div class="flex items-center gap-2">
<% if manual_sync_required || Rails.env.development? %>
<%= render DS::Button.new(
variant: :icon,
icon: "refresh-cw",
href: sync_sophtron_item_path(sophtron_item),
frame: (manual_sync_required ? "modal" : nil),
title: t(".sync_now")
) %>
<% end %>
<%= render DS::Menu.new do |menu| %>
<% if connected_institution_options.many? %>
<% connected_institution_options.each do |institution| %>
<% institution_manual_sync_required = sophtron_item.manual_sync_required_for_institution?(institution[:institution_key]) %>
<% menu.with_item(
variant: "button",
text: t(institution_manual_sync_required ? ".automatic_sync_for" : ".manual_sync_action_for", institution: institution[:name]),
icon: institution_manual_sync_required ? "refresh-cw" : "pause-circle",
href: toggle_manual_sync_sophtron_item_path(sophtron_item, institution_key: institution[:institution_key]),
method: :post
) %>
<% end %>
<% else %>
<% menu.with_item(
variant: "button",
text: t(manual_sync_required ? ".automatic_sync" : ".manual_sync_action"),
icon: manual_sync_required ? "refresh-cw" : "pause-circle",
href: toggle_manual_sync_sophtron_item_path(sophtron_item),
method: :post
) %>
<% end %>
<% menu.with_item(
variant: "button",
text: t(".delete"),
icon: "trash-2",
href: sophtron_item_path(sophtron_item),
method: :delete,
confirm: CustomConfirm.for_resource_deletion(provider_display_name, high_severity: true)
) %>
<% end %>
</div>
</summary>
<% unless sophtron_item.scheduled_for_deletion? %>
<div class="space-y-4 mt-4">
<% if sophtron_item.accounts.any? %>
<%= render "accounts/index/account_groups", accounts: sophtron_item.accounts %>
<% end %>
<%# Sync summary (collapsible) - using shared ProviderSyncSummary component %>
<% stats = if defined?(@sophtron_sync_stats_map) && @sophtron_sync_stats_map
@sophtron_sync_stats_map[sophtron_item.id] || {}
else
sophtron_item.syncs.ordered.first&.sync_stats || {}
end %>
<%= render ProviderSyncSummary.new(
stats: stats,
provider_item: sophtron_item,
institutions_count: sophtron_item.connected_institutions.size
) %>
<%# Use model methods for consistent counts %>
<% unlinked_count = sophtron_item.unlinked_accounts_count %>
<% linked_count = sophtron_item.linked_accounts_count %>
<% total_count = sophtron_item.total_accounts_count %>
<% if unlinked_count > 0 %>
<div class="p-4 flex flex-col gap-3 items-center justify-center">
<p class="text-primary font-medium text-sm"><%= t(".setup_needed") %></p>
<p class="text-secondary text-sm"><%= t(".setup_description", linked: linked_count, total: total_count) %></p>
<%= render DS::Link.new(
text: t(".setup_action"),
icon: "settings",
variant: "primary",
href: setup_accounts_sophtron_item_path(sophtron_item),
frame: :modal
) %>
</div>
<% elsif sophtron_item.accounts.empty? && total_count == 0 %>
<div class="p-4 flex flex-col gap-3 items-center justify-center">
<p class="text-primary font-medium text-sm"><%= t(".no_accounts_title") %></p>
<p class="text-secondary text-sm"><%= t(".no_accounts_description") %></p>
<%= render DS::Link.new(
text: t(".setup_action"),
icon: "settings",
variant: "primary",
href: setup_accounts_sophtron_item_path(sophtron_item),
frame: :modal
) %>
</div>
<% end %>
</div>
<% end %>
</details>
<% end %>