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sure/app/views/accounts/_account.html.erb
Matthew Kilpatrick 68864b1fdb Add instituion details & notes to Account model (#481)
- Add institution name & domain, to allow fetching logos when no provider is configured
- Add free-form textarea for storing misc. notes (eg. sort codes, account numbers)
- Update account settings form to support these new fields
2025-12-24 00:59:50 +01:00

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<%# locals: (account:, return_to: nil) %>
<%= turbo_frame_tag dom_id(account) do %>
<div class="p-4 flex items-center justify-between gap-3 group/account">
<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>
<%= link_to account.name, account, class: [(account.active? ? "text-primary" : "text-subdued"), "text-sm font-medium hover:underline"], data: { turbo_frame: "_top" } %>
<% if account.institution_name %>
<span class="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 %>
<% end %>
</div>
<% unless account.pending_deletion? %>
<%= link_to edit_account_path(account, return_to: return_to), data: { turbo_frame: :modal }, class: "group-hover/account:flex hidden hover:opacity-80 items-center justify-center" do %>
<%= icon("pencil-line", size: "sm") %>
<% end %>
<% if !account.linked? && ["Depository", "CreditCard", "Investment"].include?(account.accountable_type) %>
<%= link_to select_provider_account_path(account),
data: { turbo_frame: :modal },
class: "group-hover/account:flex hidden hover:opacity-80 items-center justify-center gap-1",
title: t("accounts.account.link_provider") do %>
<%= icon("link", size: "sm") %>
<% end %>
<% elsif account.linked? %>
<%= link_to confirm_unlink_account_path(account),
data: { turbo_frame: :modal },
class: "group-hover/account:flex hidden hover:opacity-80 items-center justify-center gap-1",
title: t("accounts.account.unlink_provider") do %>
<%= icon("unlink", size: "sm") %>
<% end %>
<% end %>
<% end %>
</div>
<div class="flex items-center gap-8">
<% 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 <%= 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.active? || account.disabled? %>
<%= form_with model: account, url: toggle_active_account_path(account), method: :patch, data: { turbo_frame: "_top", controller: "auto-submit-form" } do |f| %>
<%= render DS::Toggle.new(
id: "account_#{account.id}_active",
name: "active",
checked: account.active?,
data: { auto_submit_form_target: "auto" }
) %>
<% end %>
<% end %>
</div>
</div>
<% end %>