Files
sure/app/views/snaptrade_items/_snaptrade_item.html.erb
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

156 lines
6.3 KiB
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<%# locals: (snaptrade_item:) %>
<%= tag.div id: dom_id(snaptrade_item) do %>
<details open class="group bg-container p-4 shadow-border-xs rounded-xl">
<summary class="flex items-center justify-between gap-2">
<div class="flex items-center gap-2">
<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
<div class="flex items-center justify-center h-8 w-8 bg-success/10 rounded-full">
<% if snaptrade_item.logo.attached? %>
<%= image_tag snaptrade_item.logo, class: "rounded-full h-full w-full", loading: "lazy" %>
<% else %>
<div class="flex items-center justify-center">
<%= tag.p snaptrade_item.name.first.upcase, class: "text-success text-xs font-medium" %>
</div>
<% end %>
</div>
<% unlinked_count = snaptrade_item.unlinked_accounts_count %>
<div class="pl-1 text-sm">
<div class="flex items-center gap-2">
<%= tag.p snaptrade_item.name, class: "font-medium text-primary" %>
<% if snaptrade_item.scheduled_for_deletion? %>
<p class="text-destructive text-sm animate-pulse"><%= t(".deletion_in_progress") %></p>
<% end %>
</div>
<% if snaptrade_item.snaptrade_accounts.any? %>
<p class="text-xs text-secondary">
<%= snaptrade_item.brokerage_summary %>
</p>
<% end %>
<% if snaptrade_item.syncing? %>
<div class="text-secondary flex items-center gap-1">
<%= icon "loader", size: "sm", class: "animate-spin" %>
<%= tag.span t(".syncing") %>
</div>
<% elsif snaptrade_item.requires_update? %>
<div class="text-warning flex items-center gap-1">
<%= icon "alert-triangle", size: "sm", color: "warning" %>
<%= tag.span t(".requires_update") %>
</div>
<% elsif snaptrade_item.sync_error.present? %>
<div class="text-secondary flex items-center gap-1">
<%= render DS::Tooltip.new(text: snaptrade_item.sync_error, icon: "alert-circle", size: "sm", color: "destructive") %>
<%= tag.span t(".error"), class: "text-destructive" %>
</div>
<% else %>
<p class="text-secondary">
<% if snaptrade_item.last_synced_at %>
<%= t(".status", timestamp: time_ago_in_words(snaptrade_item.last_synced_at), summary: snaptrade_item.sync_status_summary) %>
<% else %>
<%= t(".status_never") %>
<% end %>
</p>
<% end %>
</div>
</div>
<div class="flex items-center gap-2">
<% if snaptrade_item.requires_update? || !snaptrade_item.user_registered? %>
<%= render DS::Link.new(
text: t(".reconnect"),
icon: "link",
variant: "secondary",
href: connect_snaptrade_item_path(snaptrade_item)
) %>
<% else %>
<%= icon(
"refresh-cw",
as_button: true,
href: sync_snaptrade_item_path(snaptrade_item),
disabled: snaptrade_item.syncing?
) %>
<% end %>
<%= render DS::Menu.new do |menu| %>
<% menu.with_item(
variant: "link",
text: t(".connect_brokerage"),
icon: "plus",
href: connect_snaptrade_item_path(snaptrade_item)
) %>
<% if unlinked_count > 0 %>
<% menu.with_item(
variant: "link",
text: t(".setup_accounts_menu"),
icon: "settings",
href: setup_accounts_snaptrade_item_path(snaptrade_item),
frame: :modal
) %>
<% end %>
<% menu.with_item(
variant: "link",
text: t(".manage_connections"),
icon: "cable",
href: settings_providers_path(manage: "1")
) %>
<% menu.with_item(
variant: "button",
text: t(".delete"),
icon: "trash-2",
href: snaptrade_item_path(snaptrade_item),
method: :delete,
confirm: CustomConfirm.for_resource_deletion(snaptrade_item.name, high_severity: true)
) %>
<% end %>
</div>
</summary>
<% unless snaptrade_item.scheduled_for_deletion? %>
<div class="space-y-4 mt-4">
<% if snaptrade_item.accounts.any? %>
<%= render "accounts/index/account_groups", accounts: snaptrade_item.accounts %>
<% end %>
<%# Sync summary (collapsible) - using shared ProviderSyncSummary component %>
<% stats = snaptrade_item.syncs.ordered.first&.sync_stats || {} %>
<% activities_pending = snaptrade_item.snaptrade_accounts.any?(&:activities_fetch_pending) %>
<%= render ProviderSyncSummary.new(
stats: stats,
provider_item: snaptrade_item,
institutions_count: snaptrade_item.snaptrade_accounts.map(&:brokerage_name).uniq.compact.size,
activities_pending: activities_pending
) %>
<% if unlinked_count > 0 && snaptrade_item.accounts.empty? %>
<%# No accounts imported yet - show prominent setup prompt %>
<div class="p-4 flex flex-col gap-3 items-center justify-center">
<p class="text-primary font-medium text-sm"><%= t(".setup_needed") %></p>
<p class="text-secondary text-sm"><%= t(".setup_description") %></p>
<%= render DS::Link.new(
text: t(".setup_action"),
icon: "settings",
variant: "primary",
href: setup_accounts_snaptrade_item_path(snaptrade_item),
frame: :modal
) %>
</div>
<% elsif snaptrade_item.snaptrade_accounts.empty? %>
<div class="p-4 flex flex-col gap-3 items-center justify-center">
<p class="text-primary font-medium text-sm"><%= t(".no_accounts_title") %></p>
<p class="text-secondary text-sm"><%= t(".no_accounts_description") %></p>
<%= render DS::Link.new(
text: t(".connect_brokerage"),
icon: "link",
variant: "primary",
href: connect_snaptrade_item_path(snaptrade_item)
) %>
</div>
<% end %>
</div>
<% end %>
</details>
<% end %>