Files
sure/app/helpers/settings_helper.rb
LPW 8c9764f1ad Unify provider and account card UI and move setup actions to menus (#755)
* feat: add auto-open functionality for collapsible sections and streamline unlinked account handling

- Introduce `auto-open` Stimulus controller to auto-expand <details> elements based on URL params.
- Update all settings sections and panels to support the new `auto_open_param` for seamless navigation.
- Improve unlinked account logic for Coinbase, SimpleFIN, and SnapTrade, ensuring consistent and optimized handling.
- Refactor sync warnings and badges for better readability and user experience.
- Extend localization for additional menu items, warnings, and setup prompts.

* fix: improve error handling and safe HTML usage in Coinbase and settings components

- Log warning for unhandled exceptions in Coinbase unlinked account count fallback.
- Escape `auto_open_param` in settings section for safe HTML injection.
- Clean up URL params in `auto-open` controller after auto-expansion.

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Co-authored-by: luckyPipewrench <luckypipewrench@proton.me>
2026-01-24 01:11:56 +01:00

86 lines
3.2 KiB
Ruby

module SettingsHelper
SETTINGS_ORDER = [
# General section
{ name: "Accounts", path: :accounts_path },
{ name: "Bank Sync", path: :settings_bank_sync_path },
{ name: "Preferences", path: :settings_preferences_path },
{ name: "Profile Info", path: :settings_profile_path },
{ name: "Security", path: :settings_security_path },
{ name: "Payment", path: :settings_payment_path, condition: :not_self_hosted? },
# Transactions section
{ name: "Categories", path: :categories_path },
{ name: "Tags", path: :tags_path },
{ name: "Rules", path: :rules_path },
{ name: "Merchants", path: :family_merchants_path },
{ name: "Recurring", path: :recurring_transactions_path },
# Advanced section
{ name: "AI Prompts", path: :settings_ai_prompts_path, condition: :admin_user? },
{ name: "LLM Usage", path: :settings_llm_usage_path, condition: :admin_user? },
{ name: "API Key", path: :settings_api_key_path, condition: :admin_user? },
{ name: "Self-Hosting", path: :settings_hosting_path, condition: :self_hosted_and_admin? },
{ name: "Providers", path: :settings_providers_path, condition: :admin_user? },
{ name: "Imports", path: :imports_path, condition: :admin_user? },
{ name: "Exports", path: :family_exports_path, condition: :admin_user? },
# More section
{ name: "Guides", path: :settings_guides_path },
{ name: "What's new", path: :changelog_path },
{ name: "Feedback", path: :feedback_path }
]
def adjacent_setting(current_path, offset)
visible_settings = SETTINGS_ORDER.select { |setting| setting[:condition].nil? || send(setting[:condition]) }
current_index = visible_settings.index { |setting| send(setting[:path]) == current_path }
return nil unless current_index
adjacent_index = current_index + offset
return nil if adjacent_index < 0 || adjacent_index >= visible_settings.size
adjacent = visible_settings[adjacent_index]
render partial: "settings/settings_nav_link_large", locals: {
path: send(adjacent[:path]),
direction: offset > 0 ? "next" : "previous",
title: adjacent[:name]
}
end
def settings_section(title:, subtitle: nil, collapsible: false, open: true, auto_open_param: nil, &block)
content = capture(&block)
render partial: "settings/section", locals: { title: title, subtitle: subtitle, content: content, collapsible: collapsible, open: open, auto_open_param: auto_open_param }
end
def settings_nav_footer
previous_setting = adjacent_setting(request.path, -1)
next_setting = adjacent_setting(request.path, 1)
content_tag :div, class: "hidden md:flex flex-row justify-between gap-4" do
concat(previous_setting)
concat(next_setting)
end
end
def settings_nav_footer_mobile
previous_setting = adjacent_setting(request.path, -1)
next_setting = adjacent_setting(request.path, 1)
content_tag :div, class: "md:hidden flex flex-col gap-4" do
concat(previous_setting)
concat(next_setting)
end
end
private
def not_self_hosted?
!self_hosted?
end
# Helper used by SETTINGS_ORDER conditions
def admin_user?
Current.user&.admin?
end
def self_hosted_and_admin?
self_hosted? && admin_user?
end
end