mirror of
https://github.com/we-promise/sure.git
synced 2026-04-14 17:44:07 +00:00
* feat: Allow account linking for Enable Banking accounts * fix: Typo in function name * fix: naming issue * fix: Add missing Enable Banking route * feat: Add ability to link Enable Banking when adding a new account * Mispelling * fix: typo in method call * fix: typo in column name * Review suggestions * Linter noise * Small copy changes to avoid mobile UI blowout * Provider generator (#364) * Move provider config to family * Update schema.rb * Add provier generator * Add table creation also * FIX generator namespace * Add support for global providers also * Remove over-engineered stuff * FIX parser * FIX linter * Some generator fixes * Update generator with fixes * Update item_model.rb.tt * Add missing linkable concern * Add missing routes * Update adapter.rb.tt * Update connectable_concern.rb.tt * Update unlinking_concern.rb.tt * Update family_generator.rb * Update family_generator.rb * Delete .claude/settings.local.json Signed-off-by: soky srm <sokysrm@gmail.com> * Move docs under API related folder * Rename Rails generator doc * Light edits to LLM generated doc * Small Lunch Flow config panel regressions. --------- Signed-off-by: soky srm <sokysrm@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> * Skip generators autoloading (#430) * Include Enable Banking items in Syncer (#434) * feat: Include Enable Banking items in Syncer * feat: include only active Enable Banking accounts * Fix budgets page UI (#427) * fix: Budget UI improvements * feat: Reduce padding for sub-categories * fix: Adjust padding for sub-category arrow * Revert "feat: Reduce padding for sub-categories" This reverts commit7516c5a8e0. * Revert "fix: Adjust padding for sub-category arrow" This reverts commitebc82542cf. * fix: adjust padding for sub-categories * fix: Add padding to uncategorized budget * fix: Remove unnecessary HTML tag * feat: Add translation keys for budgeted/actual * feat(lang): add all brazilian portuguese translations (#416) * feat(lang): add all brazilian portuguese translations * feat: update pt-BR errors on translation * fix: atualizar fix base * feat: add reports translations * feat: finish translation to brazilian portuguese * fix: add to supported locales * fix: number of translations * fix: errors on translations * fix: error on rubocop lint --------- Co-authored-by: Leonardo Ralph <theleoralph@gmail.com> * Add exclude transaction rule action (#437) * Initial plan * Add ExcludeTransaction rule action executor with tests Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Copy clarification --------- Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com> Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> * Preparing for v0.6.6-alpha.3 Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> * fix: remove account_id clearing for Enable Banking accounts * fix: Remove unexisting available_balance attribute and rename variable for consistency --------- Signed-off-by: soky srm <sokysrm@gmail.com> Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: Juan José Mata <juanjo.mata@gmail.com> Co-authored-by: soky srm <sokysrm@gmail.com> Co-authored-by: Marcon Neves <marconwillian@icloud.com> Co-authored-by: Leonardo Ralph <theleoralph@gmail.com> Co-authored-by: Copilot <198982749+Copilot@users.noreply.github.com> Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
110 lines
4.8 KiB
Plaintext
110 lines
4.8 KiB
Plaintext
<%# locals: (enable_banking_item:) %>
|
|
|
|
<%= tag.div id: dom_id(enable_banking_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-success/10 rounded-full">
|
|
<% if enable_banking_item.logo.attached? %>
|
|
<%= image_tag enable_banking_item.logo, class: "rounded-full h-full w-full", loading: "lazy" %>
|
|
<% else %>
|
|
<div class="flex items-center justify-center">
|
|
<%= tag.p enable_banking_item.institution_display_name.first.upcase, class: "text-success text-xs font-medium" %>
|
|
</div>
|
|
<% end %>
|
|
</div>
|
|
|
|
<div class="pl-1 text-sm">
|
|
<div class="flex items-center gap-2">
|
|
<%= tag.p enable_banking_item.institution_display_name, class: "font-medium text-primary" %>
|
|
<% if enable_banking_item.scheduled_for_deletion? %>
|
|
<p class="text-destructive text-sm animate-pulse">Deletion in progress</p>
|
|
<% end %>
|
|
</div>
|
|
<p class="text-xs text-secondary">Enable Banking</p>
|
|
<% if enable_banking_item.syncing? %>
|
|
<div class="text-secondary flex items-center gap-1">
|
|
<%= icon "loader", size: "sm", class: "animate-spin" %>
|
|
<%= tag.span "Syncing..." %>
|
|
</div>
|
|
<% elsif enable_banking_item.requires_update? %>
|
|
<div class="text-warning flex items-center gap-1">
|
|
<%= icon "alert-triangle", size: "sm", color: "warning" %>
|
|
<%= tag.span "Reconnect" %>
|
|
</div>
|
|
<% else %>
|
|
<p class="text-secondary">
|
|
<% if enable_banking_item.last_synced_at %>
|
|
Last synced <%= time_ago_in_words(enable_banking_item.last_synced_at) %> ago
|
|
<% if enable_banking_item.sync_status_summary %>
|
|
· <%= enable_banking_item.sync_status_summary %>
|
|
<% end %>
|
|
<% else %>
|
|
Never synced
|
|
<% end %>
|
|
</p>
|
|
<% end %>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="flex items-center gap-2">
|
|
<% if enable_banking_item.requires_update? %>
|
|
<%= button_to reauthorize_enable_banking_item_path(enable_banking_item),
|
|
method: :post,
|
|
class: "inline-flex items-center gap-1 px-3 py-1.5 text-sm font-medium rounded-lg text-white bg-warning hover:opacity-90 transition-colors",
|
|
data: { turbo: false } do %>
|
|
<%= icon "refresh-cw", size: "sm" %>
|
|
Update
|
|
<% end %>
|
|
<% elsif Rails.env.development? %>
|
|
<%= icon(
|
|
"refresh-cw",
|
|
as_button: true,
|
|
href: sync_enable_banking_item_path(enable_banking_item)
|
|
) %>
|
|
<% end %>
|
|
|
|
<%= render DS::Menu.new do |menu| %>
|
|
<% menu.with_item(
|
|
variant: "button",
|
|
text: "Delete",
|
|
icon: "trash-2",
|
|
href: enable_banking_item_path(enable_banking_item),
|
|
method: :delete,
|
|
confirm: CustomConfirm.for_resource_deletion(enable_banking_item.institution_display_name, high_severity: true)
|
|
) %>
|
|
<% end %>
|
|
</div>
|
|
</summary>
|
|
|
|
<% unless enable_banking_item.scheduled_for_deletion? %>
|
|
<div class="space-y-4 mt-4">
|
|
<% if enable_banking_item.accounts.any? %>
|
|
<%= render "accounts/index/account_groups", accounts: enable_banking_item.accounts %>
|
|
<% end %>
|
|
|
|
<% if enable_banking_item.unlinked_accounts_count > 0 %>
|
|
<div class="p-4 flex flex-col gap-3 items-center justify-center">
|
|
<p class="text-primary font-medium text-sm">Setup needed</p>
|
|
<p class="text-secondary text-sm"><%= pluralize(enable_banking_item.unlinked_accounts_count, "account") %> imported from Enable Banking need to be set up</p>
|
|
<%= render DS::Link.new(
|
|
text: "Set up accounts",
|
|
icon: "settings",
|
|
variant: "primary",
|
|
href: setup_accounts_enable_banking_item_path(enable_banking_item),
|
|
frame: :modal
|
|
) %>
|
|
</div>
|
|
<% elsif enable_banking_item.accounts.empty? && enable_banking_item.enable_banking_accounts.empty? %>
|
|
<div class="p-4 flex flex-col gap-3 items-center justify-center">
|
|
<p class="text-primary font-medium text-sm">No accounts found</p>
|
|
<p class="text-secondary text-sm">No accounts were found from Enable Banking. Try syncing again.</p>
|
|
</div>
|
|
<% end %>
|
|
</div>
|
|
<% end %>
|
|
</details>
|
|
<% end %>
|