Files
sure/app/views/settings/providers/_mercury_panel.html.erb
soky srm 179552657c Mercury integration (#723)
* Initial mercury impl

* FIX both mercury and generator class

* Finish mercury integration and provider generator

* Fix schema

* Fix linter and tags

* Update routes.rb

* Avoid schema drift

---------

Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-01-22 20:37:07 +01:00

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<div class="space-y-4">
<div class="prose prose-sm text-secondary">
<p class="text-primary font-medium">Setup instructions:</p>
<ol>
<li>Visit <a href="https://mercury.com" target="_blank" rel="noopener noreferrer" class="link">Mercury</a> and log in to your account</li>
<li>Go to Settings > Developer > API Tokens</li>
<li>Create a new API token with "Read Only" access</li>
<li><strong>Important:</strong> Add your server's IP address to the token's whitelist</li>
<li>Copy the <strong>full token</strong> (including the <code>secret-token:</code> prefix) and paste it below</li>
<li>After a successful connection, go to the Accounts tab to set up new accounts</li>
</ol>
<p class="text-primary font-medium">Field descriptions:</p>
<ul>
<li><strong>API Token:</strong> Your full Mercury API token including the <code>secret-token:</code> prefix (required)</li>
<li><strong>Base URL:</strong> Mercury API URL (optional, defaults to https://api.mercury.com/api/v1)</li>
</ul>
<p class="text-sm text-muted-foreground mt-2">
<strong>Note:</strong> For sandbox testing, use <code>https://api-sandbox.mercury.com/api/v1</code> as the Base URL.
Mercury requires IP whitelisting - make sure to add your IP in the Mercury dashboard.
</p>
</div>
<% error_msg = local_assigns[:error_message] || @error_message %>
<% if error_msg.present? %>
<div class="p-2 rounded-md bg-destructive/10 text-destructive text-sm overflow-hidden">
<p class="line-clamp-3" title="<%= error_msg %>"><%= error_msg %></p>
</div>
<% end %>
<%
# Get or initialize a mercury_item for this family
# - If family has an item WITH credentials, use it (for updates)
# - If family has an item WITHOUT credentials, use it (to add credentials)
# - If family has no items at all, create a new one
mercury_item = Current.family.mercury_items.first_or_initialize(name: "Mercury Connection")
is_new_record = mercury_item.new_record?
%>
<%= styled_form_with model: mercury_item,
url: is_new_record ? mercury_items_path : mercury_item_path(mercury_item),
scope: :mercury_item,
method: is_new_record ? :post : :patch,
data: { turbo: true },
class: "space-y-3" do |form| %>
<%= form.text_field :token,
label: "Token",
placeholder: is_new_record ? "Paste token here" : "Enter new token to update",
type: :password %>
<%= form.text_field :base_url,
label: "Base Url (Optional)",
placeholder: "https://api.mercury.com/api/v1 (default)",
value: mercury_item.base_url %>
<div class="flex justify-end">
<%= form.submit is_new_record ? "Save Configuration" : "Update Configuration",
class: "inline-flex items-center justify-center rounded-lg px-4 py-2 text-sm font-medium text-white bg-gray-900 hover:bg-gray-800 focus:outline-none focus:ring-2 focus:ring-gray-900 focus:ring-offset-2 transition-colors" %>
</div>
<% end %>
<% items = local_assigns[:mercury_items] || @mercury_items || Current.family.mercury_items.where.not(token: [nil, ""]) %>
<div class="flex items-center gap-2">
<% if items&.any? %>
<div class="w-2 h-2 bg-success rounded-full"></div>
<p class="text-sm text-secondary">Configured and ready to use. Visit the <a href="<%= accounts_path %>" class="link">Accounts</a> tab to manage and set up accounts.</p>
<% else %>
<div class="w-2 h-2 bg-gray-400 rounded-full"></div>
<p class="text-sm text-secondary">Not configured</p>
<% end %>
</div>
</div>