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* 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>
110 lines
4.9 KiB
Plaintext
110 lines
4.9 KiB
Plaintext
<%# locals: (enable_banking_item:) %>
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<%= tag.div id: dom_id(enable_banking_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 focus-visible:outline-hidden">
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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 enable_banking_item.logo.attached? %>
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<%= image_tag enable_banking_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 enable_banking_item.institution_display_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 enable_banking_item.institution_display_name, class: "font-medium text-primary" %>
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<% if enable_banking_item.scheduled_for_deletion? %>
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<p class="text-destructive text-sm animate-pulse">Deletion in progress</p>
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<% end %>
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</div>
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<p class="text-xs text-secondary">Enable Banking</p>
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<% if enable_banking_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 "Syncing..." %>
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</div>
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<% elsif enable_banking_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 "Re-authorization required" %>
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</div>
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<% else %>
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<p class="text-secondary">
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<% if enable_banking_item.last_synced_at %>
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Last synced <%= time_ago_in_words(enable_banking_item.last_synced_at) %> ago
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<% if enable_banking_item.sync_status_summary %>
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· <%= enable_banking_item.sync_status_summary %>
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<% end %>
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<% else %>
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Never synced
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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 enable_banking_item.requires_update? %>
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<%= button_to reauthorize_enable_banking_item_path(enable_banking_item),
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method: :post,
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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",
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data: { turbo: false } do %>
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<%= icon "refresh-cw", size: "sm" %>
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Re-authorize
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<% end %>
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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_enable_banking_item_path(enable_banking_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: "Delete",
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icon: "trash-2",
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href: enable_banking_item_path(enable_banking_item),
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method: :delete,
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confirm: CustomConfirm.for_resource_deletion(enable_banking_item.institution_display_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 enable_banking_item.scheduled_for_deletion? %>
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<div class="space-y-4 mt-4">
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<% if enable_banking_item.accounts.any? %>
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<%= render "accounts/index/account_groups", accounts: enable_banking_item.accounts %>
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<% end %>
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<% if enable_banking_item.unlinked_accounts_count > 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">Setup needed</p>
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<p class="text-secondary text-sm"><%= pluralize(enable_banking_item.unlinked_accounts_count, "account") %> imported from Enable Banking need to be set up</p>
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<%= render DS::Link.new(
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text: "Set up accounts",
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icon: "settings",
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variant: "primary",
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href: setup_accounts_enable_banking_item_path(enable_banking_item),
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frame: :modal
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) %>
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</div>
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<% elsif enable_banking_item.accounts.empty? && enable_banking_item.enable_banking_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">No accounts found</p>
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<p class="text-secondary text-sm">No accounts were found from Enable Banking. Try syncing again.</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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