Files
sure/app/views/accounts/_account.html.erb
soky srm 9410e5b38d Providers sharing (#1273)
* third party provider scoping

* Simplify logic and allow only admins to mange providers

* Broadcast fixes

* FIX tests and build

* Fixes

* Reviews

* Scope merchants

* DRY fixes
2026-03-25 17:47:04 +01:00

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5.3 KiB
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<%# locals: (account:, return_to: nil) %>
<% is_default = Current.user&.default_account_id == account.id %>
<%= turbo_frame_tag dom_id(account) do %>
<div class="relative p-4 flex items-center justify-between gap-3 group/account hover:bg-surface-hover">
<div class="flex items-center gap-3">
<%= render "accounts/logo", account: account, size: "md" %>
<div>
<% if account.pending_deletion? %>
<p class="text-sm font-medium text-primary">
<span>
<%= account.name %>
</span>
<span class="text-red-500 animate-pulse">
(deletion in progress...)
</span>
</p>
<% else %>
<div class="flex items-center gap-1.5">
<%= link_to account.name, account, class: [(account.active? ? "text-primary" : "text-subdued"), "text-sm font-medium hover:underline"], data: { turbo_frame: "_top" } %>
<% if account.shared? %>
<%= icon("users", class: "w-3.5 h-3.5 text-secondary", title: account.owned_by?(Current.user) ? nil : account.owner&.display_name) %>
<% end %>
<% if account.institution_name.present? %>
<span class="hidden sm:inline text-secondary">• <%= account.institution_name %></span>
<% end %>
</div>
<% if account.long_subtype_label %>
<p class="text-sm text-secondary truncate"><%= account.long_subtype_label %></p>
<% end %>
<% if account.supports_default? && is_default %>
<p class="text-xs text-secondary opacity-50"><%= t("accounts.account.default_label") %></p>
<% end %>
<% if account.institution_name.present? %>
<p class="sm:hidden text-sm text-secondary truncate"><%= account.institution_name %></p>
<% end %>
<% end %>
</div>
</div>
<div class="flex items-center gap-4">
<% if account.draft? %>
<!-- Balance hidden for draft accounts -->
<% elsif account.syncing? %>
<div class="w-16 h-6 bg-loader rounded-full animate-pulse"></div>
<% else %>
<p class="text-sm font-medium privacy-sensitive <%= account.active? ? "text-primary" : "text-subdued" %>">
<%= format_money account.balance_money %>
</p>
<% end %>
<% if account.draft? %>
<%= render DS::Link.new(
text: "Complete setup",
href: edit_account_path(account, return_to: return_to),
variant: :outline,
frame: :modal
) %>
<% elsif !account.pending_deletion? %>
<% permission = account.permission_for(Current.user) %>
<%= render DS::Menu.new(icon_vertical: true, mobile_fullwidth: false, max_width: "280px") do |menu| %>
<% if permission.in?([ :owner, :full_control ]) %>
<% menu.with_item(variant: "link", text: t("accounts.account.edit"), href: edit_account_path(account, return_to: return_to), icon: "pencil-line", data: { turbo_frame: :modal }) %>
<% end %>
<% menu.with_item(variant: "link", text: t("accounts.account.sharing"), href: account_sharing_path(account), icon: "users", data: { turbo_frame: :modal }) %>
<% if Current.user&.admin? %>
<% if !account.linked? && %w[Depository CreditCard Investment Crypto].include?(account.accountable_type) %>
<% menu.with_item(variant: "link", text: t("accounts.account.link_provider"), href: select_provider_account_path(account), icon: "link", data: { turbo_frame: :modal }) %>
<% elsif account.linked? %>
<% menu.with_item(variant: "link", text: t("accounts.account.unlink_provider"), href: confirm_unlink_account_path(account), icon: "unlink", data: { turbo_frame: :modal }) %>
<% end %>
<% end %>
<% if permission.in?([ :owner, :full_control ]) %>
<% menu.with_item(variant: "divider") %>
<% if account.active? %>
<% menu.with_item(variant: "button", text: t("accounts.account.disable"), href: toggle_active_account_path(account), method: :patch, icon: "toggle-right", data: { turbo_frame: :_top }) %>
<% elsif account.disabled? %>
<% menu.with_item(variant: "button", text: t("accounts.account.enable"), href: toggle_active_account_path(account), method: :patch, icon: "toggle-left", data: { turbo_frame: :_top }) %>
<% end %>
<% end %>
<% if is_default %>
<% menu.with_item(variant: "button", text: t("accounts.account.remove_default"), href: remove_default_account_path(account), method: :patch, icon: "star-off", data: { turbo_frame: :_top }) %>
<% elsif account.eligible_for_transaction_default? %>
<% menu.with_item(variant: "button", text: t("accounts.account.set_default"), href: set_default_account_path(account), method: :patch, icon: "star", data: { turbo_frame: :_top }) %>
<% end %>
<% if account.owned_by?(Current.user) && !account.linked? %>
<% menu.with_item(variant: "divider") %>
<% menu.with_item(variant: "button", text: t("accounts.account.delete"), href: account_path(account), method: :delete, icon: "trash-2", confirm: CustomConfirm.for_resource_deletion("account", high_severity: true), data: { turbo_frame: :_top }) %>
<% end %>
<% end %>
<% end %>
</div>
</div>
<% end %>