mirror of
https://github.com/we-promise/sure.git
synced 2026-05-07 12:54:04 +00:00
560c9fbff3
* Initial account sharing changes * Update schema.rb * Update schema.rb * Change sharing UI to modal * UX fixes and sharing controls * Scope include in finances better * Update totals.rb * Update totals.rb * Scope reports to finance account scope * Update impersonation_sessions_controller_test.rb * Review fixes * Update schema.rb * Update show.html.erb * FIX db validation * Refine edit permissions * Review items * Review * Review * Add application level helper * Critical review * Address remaining review items * Fix modals * more scoping * linter * small UI fix * Fix: Sync broadcasts push unscoped balance sheet to all users * Update sync_complete_event.rb The fix removes the sidebar broadcasts (which rendered unscoped account groups using family.balance_sheet without user context) along with the now-unused sidebar_targets, account_group, and family_balance_sheet private methods. The sidebar will still update correctly — when the sync completes, Family::SyncCompleteEvent#broadcast fires family.broadcast_refresh, which triggers a morph-based page refresh for each user with their own authenticated session, rendering properly scoped sidebar content.
233 lines
10 KiB
Plaintext
233 lines
10 KiB
Plaintext
<%= render DS::Dialog.new do |dialog| %>
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<% dialog.with_header(title: t(".title"), subtitle: t(".description")) %>
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<% dialog.with_body do %>
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<% has_accounts = accessible_accounts.any? %>
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<% requires_account_message = t(".requires_account") %>
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<% if @pending_import.present? && params[:type].nil? %>
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<div class="rounded-xl bg-container-inset p-1 mb-4">
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<ul class="bg-container shadow-border-xs rounded-lg">
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<li>
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<%= link_to import_path(@pending_import), class: "flex items-center justify-between p-4 group cursor-pointer", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<div class="bg-orange-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<span class="text-orange-500">
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<%= icon("loader", color: "current") %>
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</span>
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</div>
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<span class="text-sm text-primary group-hover:text-secondary">
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<%= t(".resume", type: @pending_import.type.titleize) %>
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</span>
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</div>
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<%= icon("chevron-right") %>
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<% end %>
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<%= render "shared/ruler" %>
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</li>
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</ul>
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</div>
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<% end %>
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<%
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import_type = params[:type].presence || @pending_import&.type
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active_tab = import_type.present? && !import_type.in?(%w[MintImport QifImport SureImport DocumentImport PdfImport]) ? "raw_data" : "financial_tools"
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%>
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<%= render DS::Tabs.new(active_tab: active_tab) do |tabs| %>
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<% tabs.with_nav do |nav| %>
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<% nav.with_btn(id: "financial_tools", label: t(".tab_financial_tools")) %>
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<% nav.with_btn(id: "raw_data", label: t(".tab_raw_data")) %>
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<% end %>
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<% tabs.with_panel(tab_id: "financial_tools") do %>
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<div class="rounded-xl bg-container-inset p-1">
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<ul class="bg-container shadow-border-xs rounded-lg">
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<% if @pending_import.present? && params[:type].present? && params[:type].in?(%w[MintImport QifImport SureImport DocumentImport PdfImport]) %>
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<li>
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<%= link_to import_path(@pending_import), class: "flex items-center justify-between p-4 group cursor-pointer", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<div class="bg-orange-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<span class="text-orange-500">
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<%= icon("loader", color: "current") %>
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</span>
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</div>
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<span class="text-sm text-primary group-hover:text-secondary">
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<%= t(".resume", type: @pending_import.type.titleize) %>
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</span>
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</div>
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<%= icon("chevron-right") %>
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<% end %>
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<%= render "shared/ruler" %>
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</li>
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<% end %>
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<% if params[:type].nil? || params[:type] == "SureImport" %>
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<li>
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<%= styled_form_with url: imports_path, scope: :import, multipart: true, class: "w-full", data: { turbo: false } do |form| %>
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<%= form.hidden_field :type, value: "SureImport" %>
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<label class="flex items-center justify-between p-4 group cursor-pointer w-full">
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<div class="flex items-center gap-2">
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<div class="bg-cyan-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<span class="text-cyan-500">
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<%= icon("file-braces", color: "current") %>
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</span>
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</div>
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<div class="text-left">
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<span class="text-sm text-primary group-hover:text-secondary block">
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<%= t(".import_sure") %>
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</span>
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<span class="text-xs text-secondary">
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<%= t(".import_sure_description") %>
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</span>
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</div>
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</div>
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<%= icon("chevron-right") %>
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<%= form.file_field :import_file, accept: ".ndjson,.json", class: "hidden", onchange: "this.form.submit()" %>
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</label>
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<% end %>
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<%= render "shared/ruler" %>
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</li>
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<% end %>
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<% if params[:type].nil? || params[:type] == "MintImport" || params[:type] == "TransactionImport" %>
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<%= render "imports/import_option",
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type: "MintImport",
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image: "mint-logo.jpeg",
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label: t(".import_mint"),
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enabled: true %>
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<% end %>
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<% if params[:type].nil? || params[:type] == "QifImport" %>
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<%= render "imports/import_option",
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type: "QifImport",
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icon_name: "file-clock",
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icon_bg_class: "bg-teal-500/5",
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icon_text_class: "text-teal-500",
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label: t(".import_qif"),
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enabled: true %>
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<% end %>
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<%= render "imports/import_option",
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type: "TransactionImport",
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icon_name: "bar-chart-2",
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icon_bg_class: "bg-gray-500/5",
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icon_text_class: "text-gray-400",
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label: t(".import_ynab"),
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enabled: false,
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disabled_message: t(".coming_soon") %>
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<% if (params[:type].nil? || params[:type].in?(%w[DocumentImport PdfImport])) && @document_upload_extensions.any? %>
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<li>
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<%= styled_form_with url: imports_path, scope: :import, multipart: true, class: "w-full", data: { turbo: false } do |form| %>
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<%= form.hidden_field :type, value: "DocumentImport" %>
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<label class="flex items-center justify-between p-4 group cursor-pointer w-full">
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<div class="flex items-center gap-2">
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<div class="bg-red-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<span class="text-red-500">
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<%= icon("file-text", color: "current") %>
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</span>
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</div>
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<div class="text-left">
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<span class="text-sm text-primary group-hover:text-secondary block">
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<%= t(".import_file") %>
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</span>
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<span class="text-xs text-secondary">
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<%= t(".import_file_description") %>
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</span>
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</div>
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</div>
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<%= icon("chevron-right") %>
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<%= form.file_field :import_file, accept: @document_upload_extensions.join(","), class: "hidden", onchange: "this.form.submit()" %>
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</label>
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<% end %>
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<%= render "shared/ruler" %>
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</li>
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<% end %>
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</ul>
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</div>
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<% end %>
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<% tabs.with_panel(tab_id: "raw_data") do %>
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<div class="rounded-xl bg-container-inset p-1">
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<ul class="bg-container shadow-border-xs rounded-lg">
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<% if @pending_import.present? && params[:type].present? && !params[:type].in?(%w[MintImport QifImport SureImport DocumentImport PdfImport]) %>
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<li>
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<%= link_to import_path(@pending_import), class: "flex items-center justify-between p-4 group cursor-pointer", data: { turbo: false } do %>
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<div class="flex items-center gap-2">
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<div class="bg-orange-500/5 rounded-md w-8 h-8 flex items-center justify-center">
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<span class="text-orange-500">
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<%= icon("loader", color: "current") %>
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</span>
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</div>
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<span class="text-sm text-primary group-hover:text-secondary">
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<%= t(".resume", type: @pending_import.type.titleize) %>
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</span>
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</div>
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<%= icon("chevron-right") %>
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<% end %>
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<%= render "shared/ruler" %>
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</li>
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<% end %>
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<% if params[:type].nil? || params[:type] == "TransactionImport" %>
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<%= render "imports/import_option",
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type: "TransactionImport",
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icon_name: "file-spreadsheet",
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icon_bg_class: "bg-indigo-500/5",
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icon_text_class: "text-indigo-500",
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label: t(".import_transactions"),
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enabled: has_accounts,
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disabled_message: requires_account_message %>
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<% end %>
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<% if params[:type].nil? || params[:type] == "TradeImport" %>
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<%= render "imports/import_option",
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type: "TradeImport",
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icon_name: "square-percent",
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icon_bg_class: "bg-yellow-500/5",
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icon_text_class: "text-yellow-500",
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label: t(".import_portfolio"),
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enabled: has_accounts,
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disabled_message: requires_account_message %>
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<% end %>
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<% if params[:type].nil? || params[:type] == "AccountImport" %>
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<%= render "imports/import_option",
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type: "AccountImport",
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icon_name: "building",
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icon_bg_class: "bg-violet-500/5",
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icon_text_class: "text-violet-500",
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label: t(".import_accounts"),
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enabled: true %>
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<% end %>
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<% if params[:type].nil? || params[:type] == "CategoryImport" %>
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<%= render "imports/import_option",
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type: "CategoryImport",
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icon_name: "shapes",
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icon_bg_class: "bg-blue-500/5",
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icon_text_class: "text-blue-500",
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label: t(".import_categories"),
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enabled: true %>
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<% end %>
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<% if params[:type].nil? || params[:type] == "RuleImport" %>
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<%= render "imports/import_option",
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type: "RuleImport",
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icon_name: "workflow",
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icon_bg_class: "bg-green-500/5",
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icon_text_class: "text-green-500",
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label: t(".import_rules"),
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enabled: true %>
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<% end %>
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</ul>
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</div>
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<% end %>
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<% end %>
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<% end %>
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<% end %>
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