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