Files
sure/app/views/reports/google_sheets_instructions.html.erb
Will Wilson 9487e6cbfb Allow multiple active API keys per user (#2077)
* feat(api): allow multiple active API keys per user

Previously a user could hold only one active API key; creating a new one
silently revoked the existing key, breaking any app using it. Allow
multiple named active keys instead.

- Drop the one-active-key-per-source validation; add name uniqueness
  among the user's active visible keys (revoked names are reusable,
  same name allowed across users).
- Rewrite Settings::ApiKeysController as a RESTful collection
  (index/show/new/create/destroy); create no longer revokes existing
  keys, and key lookup is scoped to the current user's active keys.
- resource :api_key -> resources :api_keys.
- Add an API keys list view with per-key revoke and an empty state;
  rewrite the show page for a single key.
- Update i18n (remove single-key copy, pluralise nav label) and tests.

* refactor(api): address review on multiple API keys

- Remove unreachable destroy branches (cannot_revoke is guarded by the
  .visible 404; revoke! raises rather than returning false) and document
  that .visible is the demo-key revocation guard.
- Delete the orphaned created.html.erb / created.turbo_stream.erb
  templates (no action renders them) and their unused locale keys.
- Extract shared partials (_scope_badges, _status_indicator, _key_meta,
  _key_reveal, _usage) to de-duplicate the index and show views; unify
  the active-status indicator on the standard dot.
- Carry forward the @container / @lg:flex-row / min-w-0 responsive
  fixes from #2079 into the shared key-reveal partial.

* test(api): cover newly-created API key confirmation render

* refactor(api): harden demo-key guard and address review nits

- Document the demo-key revocation guard on ApiKey's `visible` scope (the
  authoritative spot) and add a model test locking the invariant that
  `.visible` excludes the demo monitoring key.
- _scope_badges: use an i18n lookup with a humanize fallback instead of
  bypassing translation for unknown scopes.
- _key_reveal: drop the hard-coded `id` from the shared partial; the
  system test now locates the key via its data-clipboard-target.

* refactor(api-keys): migrate hand-rolled badges to DS::Pill

Replace raw span elements in scope badges and status indicator
with DS::Pill to align with the design system migration convention.

* fix(loans): opening anchor now uses current balance, not original principal

When creating a loan manually, the opening anchor valuation was being
set to `initial_balance` (the original loan principal) instead of
`account.balance` (the current outstanding balance). After the sync
job ran, `account.balance` was overwritten to match the anchor,
making every manually-created loan show its original principal as
the current balance.

Fix by always using `account.balance` for the opening anchor in
`create_and_sync`, and reading `Loan#original_balance` from the
`loans.initial_balance` column directly (with a fallback to
`first_valuation_amount` for provider-synced loans that may not
have the column populated).

* fix(api-keys): strip accidental loan changes; rescue revoke! failures

The fix(loans) commit was accidentally committed into this branch.
Remove the loan-related changes from account.rb, loan.rb, and both
test files, restoring them to their pre-loan-commit state.

Also fix the destroy action: revoke! uses update! internally which
raises ActiveRecord::RecordInvalid on failure rather than returning
false. Add rescue for RecordInvalid and RecordNotDestroyed so failures
produce a flash alert instead of a 500. Re-adds the revoke_failed
locale key that was dropped from settings.api_keys.destroy.

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-06-26 06:47:38 +02:00

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<%= render DS::Dialog.new(variant: "modal", width: "md") do |dialog| %>
<% dialog.with_body do %>
<div class="space-y-4">
<div class="flex items-center justify-between gap-2">
<h3 class="font-medium text-primary">
<% if @api_key_present %>
<%= t("reports.google_sheets_instructions.title_with_key") %>
<% else %>
<%= t("reports.google_sheets_instructions.title_no_key") %>
<% end %>
</h3>
<%= icon("x", as_button: true, data: { action: "DS--dialog#close" }, class: "text-subdued hover:text-primary") %>
</div>
<div class="text-sm text-secondary space-y-3 whitespace-pre-line">
<% if @api_key_present %>
<p><%= t("reports.google_sheets_instructions.ready") %></p>
<p><%= t("reports.google_sheets_instructions.steps") %></p>
<div class="bg-surface-inset p-3 rounded-lg font-mono text-xs break-all">
=IMPORTDATA("<%= @csv_url %>")
</div>
<p class="text-warning"><%= icon("alert-triangle", class: "w-4 h-4 inline") %> <%= t("reports.google_sheets_instructions.security_warning") %></p>
<% else %>
<p><%= t("reports.google_sheets_instructions.need_key") %></p>
<ol class="list-decimal list-inside space-y-2">
<li><%= t("reports.google_sheets_instructions.step1") %></li>
<li><%= t("reports.google_sheets_instructions.step2") %></li>
<li><%= t("reports.google_sheets_instructions.step3") %></li>
<li><%= t("reports.google_sheets_instructions.step4") %></li>
</ol>
<p><strong><%= t("reports.google_sheets_instructions.example") %>:</strong></p>
<div class="bg-surface-inset p-3 rounded-lg font-mono text-xs break-all">
<%= @csv_url %>&api_key=YOUR_API_KEY_HERE
</div>
<p><%= t("reports.google_sheets_instructions.then_use") %></p>
<% end %>
</div>
<div class="flex gap-2">
<% if @api_key_present %>
<%= render DS::Button.new(
text: t("reports.google_sheets_instructions.open_sheets"),
variant: "primary",
full_width: true,
href: "https://sheets.google.com/create",
target: "_blank",
data: { action: "click->DS--dialog#close" }
) %>
<% else %>
<%= render DS::Button.new(
text: t("reports.google_sheets_instructions.go_to_api_keys"),
variant: "primary",
full_width: true,
href: settings_api_keys_path,
frame: "_top"
) %>
<% end %>
<%= render DS::Button.new(
text: t("reports.google_sheets_instructions.close"),
variant: "outline",
full_width: true,
data: { action: "DS--dialog#close" }
) %>
</div>
</div>
<% end %>
<% end %>