sure/app/views/indexa_capital_items/_indexa_capital_item.html.erb

<%# locals: (indexa_capital_item:) %>

<%= tag.div id: dom_id(indexa_capital_item) do %>
  <details open class="group bg-container p-4 shadow-border-xs rounded-xl">
    <summary class="flex items-center justify-between gap-2 focus-visible:outline-hidden">
      <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-primary/10 rounded-full">
          <div class="flex items-center justify-center">
            <%= tag.p indexa_capital_item.name.first.upcase, class: "text-primary text-xs font-medium" %>
          </div>
        </div>

        <% unlinked_count = indexa_capital_item.unlinked_accounts_count %>

        <div class="pl-1 text-sm">
          <div class="flex items-center gap-2">
            <%= tag.p indexa_capital_item.name, class: "font-medium text-primary" %>
            <% if indexa_capital_item.scheduled_for_deletion? %>
              <p class="text-destructive text-sm animate-pulse"><%= t(".deletion_in_progress") %></p>
            <% end %>
          </div>
          <p class="text-xs text-secondary"><%= t(".provider_name") %></p>
          <% if indexa_capital_item.syncing? %>
            <div class="text-secondary flex items-center gap-1">
              <%= icon "loader", size: "sm", class: "animate-spin" %>
              <%= tag.span t(".syncing") %>
            </div>
          <% elsif indexa_capital_item.requires_update? %>
            <div class="text-warning flex items-center gap-1">
              <%= icon "alert-triangle", size: "sm", color: "warning" %>
              <%= tag.span t(".requires_update") %>
            </div>
          <% elsif indexa_capital_item.sync_error.present? %>
            <div class="text-secondary flex items-center gap-1">
              <%= render DS::Tooltip.new(text: indexa_capital_item.sync_error, icon: "alert-circle", size: "sm", color: "destructive") %>
              <%= tag.span t(".error"), class: "text-destructive" %>
            </div>
          <% else %>
            <p class="text-secondary">
              <% if indexa_capital_item.last_synced_at %>
                <%= t(".status", timestamp: time_ago_in_words(indexa_capital_item.last_synced_at), summary: indexa_capital_item.sync_status_summary) %>
              <% else %>
                <%= t(".status_never") %>
              <% end %>
            </p>
          <% end %>
        </div>
      </div>

      <% if Current.user&.admin? %>
        <div class="flex items-center gap-2">
          <% if indexa_capital_item.requires_update? %>
            <%= render DS::Link.new(
              text: t(".update_credentials"),
              icon: "refresh-cw",
              variant: "secondary",
              href: settings_providers_path,
              frame: "_top"
            ) %>
          <% else %>
            <%= icon(
              "refresh-cw",
              as_button: true,
              href: sync_indexa_capital_item_path(indexa_capital_item),
              disabled: indexa_capital_item.syncing?
            ) %>
          <% end %>

          <%= render DS::Menu.new do |menu| %>
            <% if unlinked_count > 0 %>
              <% menu.with_item(
                variant: "link",
                text: t(".setup_action"),
                icon: "settings",
                href: setup_accounts_indexa_capital_item_path(indexa_capital_item),
                frame: :modal
              ) %>
            <% end %>
            <% menu.with_item(
              variant: "link",
              text: t(".update_credentials"),
              icon: "cable",
              href: settings_providers_path(manage: "1")
            ) %>
            <% menu.with_item(
              variant: "button",
              text: t(".delete"),
              icon: "trash-2",
              href: indexa_capital_item_path(indexa_capital_item),
              method: :delete,
              confirm: CustomConfirm.for_resource_deletion(indexa_capital_item.name, high_severity: true)
            ) %>
          <% end %>
        </div>
      <% end %>
    </summary>

    <% unless indexa_capital_item.scheduled_for_deletion? %>
      <div class="space-y-4 mt-4">
        <% if indexa_capital_item.accounts.any? %>
          <%= render "accounts/index/account_groups", accounts: indexa_capital_item.accounts %>
        <% end %>

        <%# Sync summary (collapsible) - using shared ProviderSyncSummary component %>
        <% stats = indexa_capital_item.syncs.ordered.first&.sync_stats || {} %>
        <% activities_pending = indexa_capital_item.indexa_capital_accounts.any?(&:activities_fetch_pending) %>
        <%= render ProviderSyncSummary.new(
          stats: stats,
          provider_item: indexa_capital_item,
          activities_pending: activities_pending
        ) %>

        <% if unlinked_count > 0 && indexa_capital_item.accounts.empty? %>
          <%# No accounts imported yet - show prominent setup prompt %>
          <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: indexa_capital_item.linked_accounts_count, total: indexa_capital_item.total_accounts_count) %></p>
            <%= render DS::Link.new(
              text: t(".setup_action"),
              icon: "settings",
              variant: "primary",
              href: setup_accounts_indexa_capital_item_path(indexa_capital_item),
              frame: :modal
            ) %>
          </div>
        <% elsif unlinked_count > 0 %>
          <%# Some accounts imported, more available - show subtle link %>
          <div class="pt-2 border-t border-primary">
            <%= link_to setup_accounts_indexa_capital_item_path(indexa_capital_item),
                        data: { turbo_frame: :modal },
                        class: "flex items-center gap-2 text-sm text-secondary hover:text-primary transition-colors" do %>
              <%= icon "plus", size: "sm" %>
              <span><%= t(".more_accounts_available", count: unlinked_count) %></span>
            <% end %>
          </div>
        <% elsif indexa_capital_item.accounts.empty? && indexa_capital_item.indexa_capital_accounts.none? %>
          <%# No provider accounts at all - waiting for sync %>
          <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>
          </div>
        <% end %>
      </div>
    <% end %>
  </details>
<% end %>