mirror of
https://github.com/we-promise/sure.git
synced 2026-04-14 01:24:06 +00:00
91a91c3834
* Improvements - Fix button visibility in reports on light theme - Unify logic for provider syncs - Add default option is to skip accounts linking ( no op default ) * Stability fixes and UX improvements * FIX add unlinking when deleting lunch flow connection as well * Wrap updates in transaction * Some more improvements * FIX proper provider setup check * Make provider section collapsible * Fix balance calculation * Restore focus ring * Use browser default focus * Fix lunch flow balance for credit cards
249 lines
12 KiB
Plaintext
249 lines
12 KiB
Plaintext
<%# locals: (simplefin_item:) %>
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<%= tag.div id: dom_id(simplefin_item) do %>
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<details open class="group bg-container p-4 shadow-border-xs rounded-xl">
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<summary class="flex items-center justify-between gap-2">
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<div class="flex items-center gap-2">
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<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
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<div class="flex items-center justify-center h-8 w-8 bg-success/10 rounded-full">
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<% if simplefin_item.logo.attached? %>
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<%= image_tag simplefin_item.logo, class: "rounded-full h-full w-full", loading: "lazy" %>
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<% else %>
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<div class="flex items-center justify-center">
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<%= tag.p simplefin_item.name.first.upcase, class: "text-success text-xs font-medium" %>
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</div>
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<% end %>
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</div>
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<div class="pl-1 text-sm">
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<div class="flex items-center gap-2">
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<%= tag.p simplefin_item.name, class: "font-medium text-primary" %>
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<% if simplefin_item.scheduled_for_deletion? %>
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<p class="text-destructive text-sm animate-pulse"><%= t(".deletion_in_progress") %></p>
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<% end %>
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</div>
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<% if simplefin_item.accounts.any? %>
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<p class="text-xs text-secondary">
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<%= simplefin_item.institution_summary %>
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</p>
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<%# Extra inline badges from latest sync stats %>
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<% stats = (@simplefin_sync_stats_map || {})[simplefin_item.id] || {} %>
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<% if stats.present? %>
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<div class="flex items-center gap-2 mt-1">
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<% if stats["unlinked_accounts"].to_i > 0 %>
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<%= render DS::Tooltip.new(text: "Accounts need setup", icon: "link-2", size: "sm") %>
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<span class="text-xs text-secondary">Unlinked: <%= stats["unlinked_accounts"].to_i %></span>
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<% end %>
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<% if stats["accounts_skipped"].to_i > 0 %>
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<%= render DS::Tooltip.new(text: "Some accounts were skipped due to errors during sync", icon: "alert-triangle", size: "sm", color: "warning") %>
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<span class="text-xs text-warning">Skipped: <%= stats["accounts_skipped"].to_i %></span>
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<% end %>
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<% if stats["rate_limited"].present? || stats["rate_limited_at"].present? %>
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<% ts = stats["rate_limited_at"] %>
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<% ago = (ts.present? ? (begin; time_ago_in_words(Time.parse(ts)); rescue StandardError; nil; end) : nil) %>
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<%= render DS::Tooltip.new(
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text: (ago ? "Rate limited (" + ago + " ago)" : "Rate limited recently"),
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icon: "clock",
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size: "sm",
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color: "warning"
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) %>
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<% end %>
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<% if stats["total_errors"].to_i > 0 || (stats["errors"].is_a?(Array) && stats["errors"].any?) %>
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<% tooltip_text = simplefin_error_tooltip(stats) %>
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<% if tooltip_text.present? %>
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<%= render DS::Tooltip.new(text: tooltip_text, icon: "alert-octagon", size: "sm", color: "warning") %>
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<% end %>
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<% end %>
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<% if stats["total_accounts"].to_i > 0 %>
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<span class="text-xs text-secondary">Total: <%= stats["total_accounts"].to_i %></span>
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<% end %>
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</div>
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<% end %>
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<% end %>
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<%# Determine if all reported errors are benign duplicate-skips (suppress scary banner). Computed in controller for testability. %>
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<% duplicate_only_errors = (@simplefin_duplicate_only_map || {})[simplefin_item.id] || false %>
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<% if simplefin_item.syncing? %>
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<div class="text-secondary flex items-center gap-1">
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<%= icon "loader", size: "sm", class: "animate-spin" %>
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<%= tag.span t(".syncing") %>
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</div>
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<% elsif simplefin_item.requires_update? %>
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<div class="text-warning flex items-center gap-1">
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<%= icon "alert-triangle", size: "sm", color: "warning" %>
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<%= tag.span t(".requires_update") %>
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</div>
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<% elsif simplefin_item.rate_limited_message.present? %>
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<div class="text-warning flex items-center gap-1">
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<%= icon "clock", size: "sm", color: "warning" %>
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<%= tag.span simplefin_item.rate_limited_message %>
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</div>
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<% elsif simplefin_item.sync_error.present? && !duplicate_only_errors %>
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<div class="text-secondary flex items-center gap-1">
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<%= render DS::Tooltip.new(text: simplefin_item.sync_error, icon: "alert-circle", size: "sm", color: "destructive") %>
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<%= tag.span t(".error"), class: "text-destructive" %>
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</div>
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<% elsif duplicate_only_errors %>
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<div class="text-secondary flex items-center gap-1">
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<%= icon "info", size: "sm" %>
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<%= tag.span "Some accounts were skipped as duplicates — use ‘Link existing accounts’ to merge.", class: "text-secondary" %>
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</div>
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<% else %>
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<p class="text-secondary">
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<% if simplefin_item.last_synced_at %>
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<% if simplefin_item.sync_status_summary %>
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<%= t(".status_with_summary", timestamp: time_ago_in_words(simplefin_item.last_synced_at), summary: simplefin_item.sync_status_summary) %>
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<% else %>
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<%= t(".status", timestamp: time_ago_in_words(simplefin_item.last_synced_at)) %>
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<% end %>
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<% else %>
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<%= t(".status_never") %>
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<% end %>
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</p>
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<% end %>
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</div>
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</div>
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<div class="flex items-center gap-2">
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<% if simplefin_item.requires_update? %>
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<%= render DS::Link.new(
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text: t(".update"),
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icon: "refresh-cw",
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variant: "secondary",
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href: edit_simplefin_item_path(simplefin_item),
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frame: "modal"
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) %>
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<% elsif Rails.env.development? %>
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<%= icon(
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"refresh-cw",
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as_button: true,
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href: sync_simplefin_item_path(simplefin_item)
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) %>
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<% end %>
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<%= render DS::Menu.new do |menu| %>
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<% menu.with_item(
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variant: "button",
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text: t(".delete"),
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icon: "trash-2",
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href: simplefin_item_path(simplefin_item),
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method: :delete,
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confirm: CustomConfirm.for_resource_deletion(simplefin_item.name, high_severity: true)
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) %>
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<% end %>
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</div>
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</summary>
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<% unless simplefin_item.scheduled_for_deletion? %>
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<div class="space-y-4 mt-4">
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<% if simplefin_item.accounts.any? %>
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<%= render "accounts/index/account_groups", accounts: simplefin_item.accounts %>
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<% end %>
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<%# Sync summary (collapsible) %>
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<% stats = (@simplefin_sync_stats_map || {})[simplefin_item.id] || {} %>
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<% if stats.present? %>
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<details class="group bg-surface rounded-lg border border-surface-inset/50">
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<summary class="flex items-center justify-between gap-2 p-3 cursor-pointer">
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<div class="flex items-center gap-2">
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<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
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<span class="text-sm text-primary font-medium">Sync summary</span>
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</div>
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<div class="flex items-center gap-2 text-xs text-secondary">
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<% if simplefin_item.last_synced_at %>
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<span>Last sync: <%= time_ago_in_words(simplefin_item.last_synced_at) %> ago</span>
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<% end %>
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</div>
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</summary>
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<div class="p-3 text-sm text-secondary grid grid-cols-1 md:grid-cols-2 gap-3">
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<div>
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<h4 class="text-primary font-medium mb-1">Accounts</h4>
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<div class="flex items-center gap-3">
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<span>Total: <%= stats["total_accounts"].to_i %></span>
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<span>Linked: <%= stats["linked_accounts"].to_i %></span>
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<span>Unlinked: <%= stats["unlinked_accounts"].to_i %></span>
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<% institutions = simplefin_item.connected_institutions %>
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<span>Institutions: <%= institutions.size %></span>
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</div>
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</div>
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<div>
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<h4 class="text-primary font-medium mb-1">Transactions</h4>
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<div class="flex items-center gap-3">
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<span>Seen: <%= stats["tx_seen"].to_i %></span>
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<span>Imported: <%= stats["tx_imported"].to_i %></span>
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<span>Updated: <%= stats["tx_updated"].to_i %></span>
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<span>Skipped: <%= stats["tx_skipped"].to_i %></span>
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</div>
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</div>
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<div>
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<h4 class="text-primary font-medium mb-1">Holdings</h4>
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<div class="flex items-center gap-3">
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<span>Processed: <%= stats["holdings_processed"].to_i %></span>
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</div>
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</div>
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<div>
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<h4 class="text-primary font-medium mb-1">Health</h4>
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<div class="flex items-center gap-3">
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<% if stats["rate_limited"].present? || stats["rate_limited_at"].present? %>
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<% ts = stats["rate_limited_at"] %>
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<% ago = (ts.present? ? (begin; time_ago_in_words(Time.parse(ts)); rescue StandardError; nil; end) : nil) %>
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<span class="text-warning">Rate limited <%= ago ? "(#{ago} ago)" : "recently" %></span>
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<% end %>
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<% total_errors = stats["total_errors"].to_i %>
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<% if total_errors > 0 %>
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<span class="text-destructive">Errors: <%= total_errors %></span>
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<% else %>
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<span>Errors: 0</span>
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<% end %>
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</div>
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</div>
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</div>
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</details>
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<% end %>
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<%# Compute unlinked SimpleFin accounts (no legacy account and no AccountProvider link)
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# Prefer controller-provided map; fallback to a local query so the card stays accurate after Turbo broadcasts %>
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<% unlinked_count = if defined?(@simplefin_unlinked_count_map) && @simplefin_unlinked_count_map
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@simplefin_unlinked_count_map[simplefin_item.id] || 0
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else
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begin
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simplefin_item.simplefin_accounts
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.left_joins(:account, :account_provider)
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.where(accounts: { id: nil }, account_providers: { id: nil })
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.count
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rescue => e
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Rails.logger.warn("SimpleFin card: unlinked_count fallback failed: #{e.class} - #{e.message}")
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0
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end
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end %>
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<% if unlinked_count.to_i > 0 %>
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<div class="p-4 flex flex-col gap-3 items-center justify-center">
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<p class="text-primary font-medium text-sm"><%= t(".setup_needed") %></p>
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<p class="text-secondary text-sm"><%= t(".setup_description") %></p>
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<%= render DS::Link.new(
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text: t(".setup_action"),
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icon: "settings",
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variant: "primary",
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href: setup_accounts_simplefin_item_path(simplefin_item),
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frame: :modal
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) %>
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</div>
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<% elsif simplefin_item.accounts.empty? %>
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<div class="p-4 flex flex-col gap-3 items-center justify-center">
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<p class="text-primary font-medium text-sm"><%= t(".no_accounts_title") %></p>
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<p class="text-secondary text-sm"><%= t(".no_accounts_description") %></p>
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</div>
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<% end %>
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</div>
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<% end %>
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</details>
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<% end %>
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