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