sure/app/views/settings/providers/_ibkr_panel.html.erb

<div id="ibkr-providers-panel" class="space-y-4">
  <% error_msg = local_assigns[:error_message] || @error_message %>
  <% if error_msg.present? %>
    <%= render DS::Alert.new(message: error_msg, variant: :error) %>
  <% end %>

  <%= render "settings/providers/setup_steps",
             steps: [
               t(".steps.step_1"),
               t(".steps.step_2"),
               t(".steps.step_3"),
               t(".steps.step_4"),
               t(".steps.step_5")
             ] %>

  <%= render DS::Disclosure.new(variant: :card_inset) do |disclosure| %>
    <% disclosure.with_summary_content do %>
      <div class="flex items-start justify-between gap-3">
        <div>
          <p class="text-xs font-medium uppercase text-subdued tracking-wider mb-2"><%= t(".flex_query_details.eyebrow") %></p>
          <p class="text-sm font-medium text-primary"><%= t(".flex_query_details.title") %></p>
          <p class="text-xs text-secondary mt-1"><%= t(".flex_query_details.summary") %></p>
        </div>
        <%= icon "chevron-down", class: "mt-0.5 text-secondary group-open:rotate-180 motion-safe:transition-transform motion-safe:duration-150" %>
      </div>
    <% end %>

    <div class="mt-4 space-y-4 text-sm text-secondary">
      <div class="space-y-2">
        <p class="font-medium text-primary"><%= t(".flex_query_details.sections_heading") %></p>
        <ul class="list-disc list-inside space-y-2">
          <li>
            <span class="text-primary"><%= t(".sections.account_information") %></span>
          </li>
          <li>
            <span class="text-primary"><%= t(".sections.cash_report") %></span>
            <ul class="list-disc list-inside mt-1 ml-4 space-y-1">
              <li><%= t(".sections.cash_report_options") %></li>
              <li><%= t(".sections.cash_report_fields") %></li>
            </ul>
          </li>
          <li>
            <span class="text-primary"><%= t(".sections.cash_transactions") %></span>
            <ul class="list-disc list-inside mt-1 ml-4 space-y-1">
              <li><%= t(".sections.cash_transactions_options") %></li>
              <li><%= t(".sections.cash_transactions_fields") %></li>
            </ul>
          </li>
          <li>
            <span class="text-primary"><%= t(".sections.change_in_position_value_summary") %></span>
          </li>
          <li>
            <span class="text-primary"><%= t(".sections.net_asset_value") %></span>
            <ul class="list-disc list-inside mt-1 ml-4 space-y-1">
              <li><%= t(".sections.net_asset_value_options") %></li>
              <li><%= t(".sections.net_asset_value_fields") %></li>
            </ul>
          </li>
          <li>
            <span class="text-primary"><%= t(".sections.open_positions") %></span>
            <ul class="list-disc list-inside mt-1 ml-4 space-y-1">
              <li><%= t(".sections.open_positions_options") %></li>
              <li><%= t(".sections.open_positions_fields") %></li>
            </ul>
          </li>
          <li>
            <span class="text-primary"><%= t(".sections.trades") %></span>
            <ul class="list-disc list-inside mt-1 ml-4 space-y-1">
              <li><%= t(".sections.trades_options") %></li>
              <li><%= t(".sections.trades_fields") %></li>
            </ul>
          </li>
        </ul>
      </div>

      <div class="space-y-2">
        <p class="font-medium text-primary"><%= t(".flex_query_details.configuration_heading") %></p>
        <ul class="list-disc list-inside space-y-1">
          <li><%= t(".configuration.models") %></li>
          <li><%= t(".configuration.format") %></li>
          <li><%= t(".configuration.period") %></li>
          <li><%= t(".configuration.date_format") %></li>
          <li><%= t(".configuration.time_format") %></li>
          <li><%= t(".configuration.date_time_separator") %></li>
          <li><%= t(".configuration.profit_and_loss") %></li>
          <li><%= t(".configuration.all_other_options") %></li>
        </ul>
      </div>

      <p class="text-xs text-secondary"><%= t(".report_window_note") %></p>
    </div>
  <% end %>

  <%
    ibkr_item = Current.family.ibkr_items.first_or_initialize(name: "Interactive Brokers")
    is_new_record = ibkr_item.new_record?
  %>

  <% if ibkr_item.persisted? %>
    <div class="flex flex-wrap justify-end gap-2">
      <%= button_to sync_ibkr_item_path(ibkr_item),
                    method: :post,
                    class: "inline-flex items-center gap-1 px-3 py-1.5 text-sm font-medium text-secondary hover:text-primary border border-secondary rounded-lg hover:border-primary",
                    disabled: ibkr_item.syncing? do %>
        <%= icon "refresh-cw", size: "sm" %>
        <%= t(".sync") %>
      <% end %>

      <%= button_to ibkr_item_path(ibkr_item),
                    method: :delete,
                    class: "inline-flex items-center gap-1 px-3 py-1.5 text-sm font-medium text-destructive hover:bg-destructive/10 rounded-lg",
                    data: { turbo_confirm: t(".disconnect_confirm") } do %>
        <%= icon "trash-2", size: "sm" %>
      <% end %>
    </div>
  <% end %>

  <%= styled_form_with model: ibkr_item,
                       url: is_new_record ? ibkr_items_path : ibkr_item_path(ibkr_item),
                       scope: :ibkr_item,
                       method: is_new_record ? :post : :patch,
                       data: { turbo: true },
                       class: "space-y-3" do |form| %>
    <%= form.text_field :query_id,
                        label: t(".query_id_label"),
                        placeholder: is_new_record ? t(".query_id_placeholder_new") : t(".query_id_placeholder_existing"),
                        type: :password %>

    <%= form.text_field :token,
                        label: t(".token_label"),
                        placeholder: is_new_record ? t(".token_placeholder_new") : t(".token_placeholder_existing"),
                        type: :password %>

    <div class="flex flex-wrap justify-end gap-2">
      <%= form.submit(is_new_record ? t(".save_configuration") : t(".update_configuration")) %>
    </div>
  <% end %>

  <div class="flex items-center gap-2">
    <% if ibkr_item.persisted? && ibkr_item.credentials_configured? %>
      <div class="w-2 h-2 bg-success rounded-full"></div>
      <p class="text-sm text-secondary">
        <%= t(".status_configured_prefix", summary: ibkr_item.sync_status_summary) %>
        <%= link_to t(".accounts_tab"), accounts_path, class: "link" %>
        <%= t(".status_configured_suffix") %>
      </p>
    <% else %>
      <div class="w-2 h-2 bg-gray-400 rounded-full"></div>
      <p class="text-sm text-secondary"><%= t(".not_configured") %></p>
    <% end %>
  </div>
</div>