Files
sure/app/components/provider_sync_summary.html.erb
LPW 140ea78b0e Add global sync summary component for all providers (#588)
* Add shared sync statistics collection and provider sync summary UI

- Introduced `SyncStats::Collector` concern to centralize sync statistics logic, including account, transaction, holdings, and health stats collection.
- Added collapsible `ProviderSyncSummary` component for displaying sync summaries across providers.
- Updated syncers (e.g., `LunchflowItem::Syncer`) to use the shared collector methods for consistent stats calculation.
- Added rake tasks under `dev:sync_stats` for testing and development purposes, including fake stats generation with optional issues.
- Enhanced provider-specific views to include sync summaries using the new shared component.

* Refactor `ProviderSyncSummary` to improve maintainability

- Extracted `severity_color_class` to simplify severity-to-CSS mapping.
- Replaced `holdings_label` with `holdings_label_key` for streamlined localization.
- Updated locale file to separate `found` and `processed` translations for clarity.

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-09 19:26:37 +01:00

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<details class="group bg-surface rounded-lg border border-surface-inset/50">
<summary class="flex items-center justify-between gap-2 p-3 cursor-pointer">
<div class="flex items-center gap-2">
<%= helpers.icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
<span class="text-sm text-primary font-medium"><%= t("provider_sync_summary.title") %></span>
</div>
<div class="flex items-center gap-2 text-xs text-secondary">
<% if last_synced_at %>
<span><%= t("provider_sync_summary.last_sync", time_ago: last_synced_ago) %></span>
<% end %>
</div>
</summary>
<div class="p-3 text-sm text-secondary grid grid-cols-1 md:grid-cols-2 gap-3">
<%# Accounts section - always shown if we have account stats %>
<% if total_accounts > 0 || stats.key?("total_accounts") %>
<div>
<h4 class="text-primary font-medium mb-1"><%= t("provider_sync_summary.accounts.title") %></h4>
<div class="flex items-center gap-3 flex-wrap">
<span><%= t("provider_sync_summary.accounts.total", count: total_accounts) %></span>
<span><%= t("provider_sync_summary.accounts.linked", count: linked_accounts) %></span>
<span><%= t("provider_sync_summary.accounts.unlinked", count: unlinked_accounts) %></span>
<% if institutions_count.present? %>
<span><%= t("provider_sync_summary.accounts.institutions", count: institutions_count) %></span>
<% end %>
</div>
</div>
<% end %>
<%# Transactions section - shown if provider collects transaction stats %>
<% if has_transaction_stats? %>
<div>
<h4 class="text-primary font-medium mb-1"><%= t("provider_sync_summary.transactions.title") %></h4>
<div class="flex items-center gap-3 flex-wrap">
<span><%= t("provider_sync_summary.transactions.seen", count: tx_seen) %></span>
<span><%= t("provider_sync_summary.transactions.imported", count: tx_imported) %></span>
<span><%= t("provider_sync_summary.transactions.updated", count: tx_updated) %></span>
<span><%= t("provider_sync_summary.transactions.skipped", count: tx_skipped) %></span>
</div>
</div>
<% end %>
<%# Holdings section - shown if provider collects holdings stats %>
<% if has_holdings_stats? %>
<div>
<h4 class="text-primary font-medium mb-1"><%= t("provider_sync_summary.holdings.title") %></h4>
<div class="flex items-center gap-3">
<span><%= t("provider_sync_summary.holdings.#{holdings_label_key}", count: holdings_count) %></span>
</div>
</div>
<% end %>
<%# Health section - always shown %>
<div>
<h4 class="text-primary font-medium mb-1"><%= t("provider_sync_summary.health.title") %></h4>
<div class="flex flex-col gap-1">
<div class="flex items-center gap-3 flex-wrap">
<% if rate_limited? %>
<span class="text-warning">
<%= t("provider_sync_summary.health.rate_limited", time_ago: rate_limited_ago || t("provider_sync_summary.health.recently")) %>
</span>
<% end %>
<% if has_errors? %>
<span class="text-destructive"><%= t("provider_sync_summary.health.errors", count: total_errors) %></span>
<% elsif import_started? %>
<span class="text-success"><%= t("provider_sync_summary.health.errors", count: 0) %></span>
<% else %>
<span><%= t("provider_sync_summary.health.errors", count: 0) %></span>
<% end %>
</div>
<%# Data quality warnings %>
<% if has_data_quality_issues? %>
<div class="flex items-center gap-3 mt-1">
<% if data_warnings > 0 %>
<div class="flex items-center gap-1">
<%= helpers.icon "alert-triangle", size: "sm", color: "warning" %>
<span class="text-warning"><%= t("provider_sync_summary.health.data_warnings", count: data_warnings) %></span>
</div>
<% end %>
<% if notices > 0 %>
<div class="flex items-center gap-1">
<%= helpers.icon "info", size: "sm" %>
<span><%= t("provider_sync_summary.health.notices", count: notices) %></span>
</div>
<% end %>
</div>
<% if data_quality_details.any? %>
<details class="mt-2">
<summary class="text-xs cursor-pointer text-secondary hover:text-primary">
<%= t("provider_sync_summary.health.view_data_quality") %>
</summary>
<div class="mt-1 pl-2 border-l-2 border-surface-inset space-y-1">
<% data_quality_details.each do |detail| %>
<p class="text-xs <%= severity_color_class(detail["severity"]) %>"><%= detail["message"] %></p>
<% end %>
</div>
</details>
<% end %>
<% end %>
</div>
</div>
</div>
</details>