Files
sure/app/views/enable_banking_items/_enable_banking_item.html.erb
soky srm 4a29d030af Initial enable banking implementation (#382)
* Initial enable banking implementation

* Handle multiple connections

* Amount fixes

* Account type mapping

* Add option to skip accounts

* Update schema.rb

* Transaction fixes

* Provider fixes

* FIX account identifier

* FIX support unlinking

* UI style fixes

* FIX safe redirect and brakeman issue

* FIX

- pagination max fix
- wrap crud in transaction logic

* FIX api uid access

- The Enable Banking API expects the UUID (uid from the API response) to fetch balances/transactions, not the identification_hash

* FIX add new connection

* FIX erb code

* Alert/notice box overflow protection

* Give alert/notification boxes room to grow (3 lines max)

* Add "Enable Banking (beta)" to `/settings/bank_sync`

* Make Enable Banking section collapsible like all others

* Add callback hint to error message

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-29 13:31:08 +01:00

110 lines
4.9 KiB
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<%# 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 "Re-authorization required" %>
</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" %>
Re-authorize
<% 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 %>