Files
sure/app/views/settings/providers/_snaptrade_panel.html.erb
Juan José Mata b3f70c8951 feat:Add SnapTrade OAuth device flow (#2523)
* Add SnapTrade OAuth connection flow

* Restore SnapTrade brokerage portal links

* Guard SnapTrade OAuth setup completion

* Move SnapTrade OAuth start to POST

* Use one SnapTrade item in provider panel

* Fix SnapTrade OAuth controller tests

* Fix SnapTrade OAuth drawer completion redirect

* Update SnapTrade limits message.

* Restrict SnapTrade OAuth scopes
2026-06-29 00:30:03 +02:00

162 lines
6.8 KiB
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<div class="space-y-4">
<%= render DS::Alert.new(message: t("providers.snaptrade.free_tier_warning"), variant: :warning) %>
<% error_msg = local_assigns[:error_message] || @error_message %>
<% if error_msg.present? %>
<%= render DS::Alert.new(message: error_msg, variant: :error) %>
<% end %>
<%
items = local_assigns[:snaptrade_items] || @snaptrade_items || Current.family.snaptrade_items.active.ordered
active_items = items.select { |item| !item.scheduled_for_deletion? }
snaptrade_item =
active_items.first ||
Current.family.snaptrade_items.build(name: "SnapTrade Connection")
is_new_record = snaptrade_item.new_record?
oauth_href =
if snaptrade_item.persisted?
oauth_connect_snaptrade_items_path(item_id: snaptrade_item.id)
else
oauth_connect_snaptrade_items_path
end
oauth_active = snaptrade_item.persisted? && snaptrade_item.oauth_token_active?
oauth_button_text =
if oauth_active
t("providers.snaptrade.oauth_reauthorize_button", default: "Reauthorize")
else
t("providers.snaptrade.oauth_connect_button", default: "Authorize")
end
%>
<div class="bg-surface-inset rounded-xl p-4 space-y-3">
<div class="flex items-start gap-3">
<span class="w-9 h-9 rounded-lg bg-success/10 flex items-center justify-center shrink-0">
<%= icon "key-round", class: "w-4 h-4 text-success" %>
</span>
<div class="min-w-0">
<p class="text-sm font-medium text-primary"><%= t("providers.snaptrade.oauth_title", default: "SnapTrade OAuth") %></p>
<p class="text-sm text-secondary">
<% if oauth_active %>
<%= t("providers.snaptrade.oauth_status_authorized", default: "Authorized for SnapTrade.") %>
<% else %>
<%= t("providers.snaptrade.oauth_status_ready", default: "Use a device code to authorize Sure for SnapTrade.") %>
<% end %>
</p>
</div>
</div>
<%= render DS::Link.new(
text: oauth_button_text,
icon: "external-link",
variant: :primary,
full_width: true,
href: oauth_href,
data: { turbo_frame: "drawer" }
) %>
</div>
<%= 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-sm font-medium text-primary">
<%= t("providers.snaptrade.legacy_credentials_title", default: "Use legacy API credentials") %>
</p>
<p class="text-xs text-secondary mt-1">
<%= t("providers.snaptrade.legacy_credentials_description", default: "Use Client ID and Consumer Key setup if your SnapTrade account has not enabled OAuth.") %>
</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-3">
<%= render "settings/providers/setup_steps",
steps: [
t("providers.snaptrade.step_1_html").html_safe,
t("providers.snaptrade.step_2"),
t("providers.snaptrade.step_3"),
t("providers.snaptrade.step_4")
] %>
<%= styled_form_with model: snaptrade_item,
url: is_new_record ? snaptrade_items_path : snaptrade_item_path(snaptrade_item),
scope: :snaptrade_item,
method: is_new_record ? :post : :patch,
data: { turbo: true },
class: "space-y-3" do |form| %>
<%= form.text_field :client_id,
label: t("providers.snaptrade.client_id_label"),
placeholder: is_new_record ?
t("providers.snaptrade.client_id_placeholder") :
t("providers.snaptrade.client_id_update_placeholder"),
type: :password %>
<%= form.text_field :consumer_key,
label: t("providers.snaptrade.consumer_key_label"),
placeholder: is_new_record ?
t("providers.snaptrade.consumer_key_placeholder") :
t("providers.snaptrade.consumer_key_update_placeholder"),
type: :password %>
<div class="flex justify-end">
<%= form.submit is_new_record ? t("providers.snaptrade.save_button") : t("providers.snaptrade.update_button") %>
</div>
<% end %>
</div>
<% end %>
<% if snaptrade_item.persisted? %>
<% unless snaptrade_item.user_registered? %>
<div class="flex items-center gap-2 border-t border-primary pt-4 mt-4">
<span class="w-2 h-2 bg-warning rounded-full"></span>
<p class="text-sm text-secondary"><%= t("providers.snaptrade.status_needs_registration") %></p>
</div>
<% end %>
<% end %>
<% if snaptrade_item.persisted? && snaptrade_item.user_registered? %>
<div class="border-t border-primary pt-4 mt-4">
<%= render DS::Disclosure.new(
variant: :inline,
data: {
controller: "lazy-load",
action: "toggle->lazy-load#toggled",
lazy_load_url_value: connections_snaptrade_item_path(snaptrade_item),
lazy_load_auto_open_param_value: "manage"
}
) do |disclosure| %>
<% disclosure.with_summary_content do %>
<div class="flex items-center justify-between">
<div class="flex items-center gap-2">
<p class="text-sm text-secondary">
<%= t("providers.snaptrade.status_connected", count: snaptrade_item.snaptrade_accounts.count) %>
<% if snaptrade_item.unlinked_accounts_count > 0 %>
<span class="text-warning">(<%= t("providers.snaptrade.needs_setup", count: snaptrade_item.unlinked_accounts_count) %>)</span>
<% end %>
</p>
</div>
<span class="flex items-center gap-1 text-sm text-secondary hover:text-primary">
<%= t("providers.snaptrade.manage_connections") %>
<%= icon "chevron-right", class: "w-3 h-3 group-open:rotate-90 motion-safe:transition-transform motion-safe:duration-150" %>
</span>
</div>
<% end %>
<div class="mt-3 space-y-3" data-lazy-load-target="content">
<div data-lazy-load-target="loading" class="flex items-center gap-2 text-sm text-secondary py-2">
<%= icon "loader-2", class: "w-4 h-4 animate-spin" %>
<%= t("providers.snaptrade.loading_connections") %>
</div>
<div data-lazy-load-target="frame">
</div>
</div>
<% end %>
</div>
<% end %>
</div>