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24981ffd52
* Add account linking functionality for SnapTrade items - Introduced UI to link existing accounts when setting up SnapTrade items, preventing duplicate account creation. - Updated controller to fetch linkable accounts. - Added tests to verify proper filtering of accounts and linking behavior. * Add `snaptrade_item_id` to account linking flow for SnapTrade items - Updated controller to allow specifying `snaptrade_item_id` when linking accounts. - Adjusted form and views to include `snaptrade_item_id` as a hidden field. - Enhanced tests to validate behavior with the new parameter.
233 lines
12 KiB
Plaintext
233 lines
12 KiB
Plaintext
<% content_for :title, t("snaptrade_items.setup_accounts.title", default: "Set Up SnapTrade Accounts") %>
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<%= render DS::Dialog.new(disable_click_outside: true) do |dialog| %>
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<% dialog.with_header(title: t("snaptrade_items.setup_accounts.header", default: "Set Up Your SnapTrade Accounts")) do %>
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<div class="flex items-center gap-2">
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<%= icon "trending-up", class: "text-primary" %>
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<span class="text-primary"><%= t("snaptrade_items.setup_accounts.subtitle", default: "Select which brokerage accounts to link") %></span>
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</div>
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<% end %>
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<% dialog.with_body do %>
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<div class="space-y-6">
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<%# Always show the info box %>
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<div class="bg-surface border border-primary p-4 rounded-lg">
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<div class="flex items-start gap-3">
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<%= icon "info", size: "sm", class: "text-primary mt-0.5 flex-shrink-0" %>
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<div>
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<p class="text-sm text-primary mb-2">
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<strong><%= t("snaptrade_items.setup_accounts.info_title", default: "SnapTrade Investment Data") %></strong>
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</p>
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<ul class="text-xs text-secondary space-y-1 list-disc list-inside">
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<li><%= t("snaptrade_items.setup_accounts.info_holdings", default: "Holdings with current prices and quantities") %></li>
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<li><%= t("snaptrade_items.setup_accounts.info_cost_basis", default: "Cost basis per position (when available)") %></li>
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<li><%= t("snaptrade_items.setup_accounts.info_activities", default: "Trade history with activity labels (Buy, Sell, Dividend, etc.)") %></li>
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<li><%= t("snaptrade_items.setup_accounts.info_history", default: "Up to 3 years of transaction history") %></li>
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</ul>
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<p class="text-xs text-warning mt-2">
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<%= icon "alert-triangle", size: "xs", class: "inline-block mr-1" %>
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<%= t("snaptrade_items.setup_accounts.free_tier_note", default: "SnapTrade free tier allows 5 brokerage connections. Check your SnapTrade dashboard for current usage.") %>
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</p>
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</div>
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</div>
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</div>
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<% if @waiting_for_sync %>
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<%# Syncing state - show spinner with manual refresh option %>
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<div class="flex flex-col items-center justify-center py-6 space-y-3">
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<div class="animate-spin rounded-full h-6 w-6 border-b-2 border-primary"></div>
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<p class="text-secondary text-center">
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<%= t("snaptrade_items.setup_accounts.loading", default: "Fetching accounts from SnapTrade...") %>
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</p>
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<p class="text-xs text-secondary text-center">
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<%= t("snaptrade_items.setup_accounts.loading_hint", default: "Click Refresh to check for accounts.") %>
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</p>
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</div>
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<div class="flex gap-3 justify-center">
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<%= render DS::Link.new(
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text: t("snaptrade_items.setup_accounts.refresh", default: "Refresh"),
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variant: "secondary",
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icon: "refresh-cw",
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href: setup_accounts_snaptrade_item_path(@snaptrade_item),
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frame: "_top"
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) %>
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<%= render DS::Link.new(
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text: t("snaptrade_items.setup_accounts.cancel_button", default: "Cancel"),
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variant: "ghost",
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href: accounts_path,
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frame: "_top"
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) %>
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</div>
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<% elsif @no_accounts_found %>
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<%# No accounts found after sync completed %>
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<div class="flex flex-col items-center justify-center py-6 space-y-3">
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<%= icon "alert-circle", size: "lg", class: "text-warning" %>
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<p class="text-primary text-center font-medium">
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<%= t("snaptrade_items.setup_accounts.no_accounts_title", default: "No Accounts Found") %>
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</p>
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<p class="text-secondary text-center text-sm">
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<%= t("snaptrade_items.setup_accounts.no_accounts_message", default: "No brokerage accounts were found. This can happen if you cancelled the connection or if your brokerage isn't supported.") %>
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</p>
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</div>
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<div class="flex gap-3 justify-center">
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<%= render DS::Link.new(
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text: t("snaptrade_items.setup_accounts.try_again", default: "Connect Brokerage"),
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variant: "primary",
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href: connect_snaptrade_item_path(@snaptrade_item),
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frame: "_top"
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) %>
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<%= render DS::Link.new(
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text: t("snaptrade_items.setup_accounts.back_to_settings", default: "Back to Settings"),
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variant: "secondary",
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href: settings_providers_path,
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frame: "_top"
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) %>
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</div>
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<% else %>
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<%= form_with url: complete_account_setup_snaptrade_item_path(@snaptrade_item),
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method: :post,
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data: {
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controller: "loading-button",
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action: "submit->loading-button#showLoading",
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loading_button_loading_text_value: t("snaptrade_items.setup_accounts.creating", default: "Creating Accounts..."),
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turbo_frame: "_top"
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} do |form| %>
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<% if @unlinked_accounts.any? %>
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<div class="space-y-4">
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<h3 class="font-medium text-primary"><%= t("snaptrade_items.setup_accounts.available_accounts", default: "Available Accounts") %></h3>
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<% @unlinked_accounts.each do |snaptrade_account| %>
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<div class="border border-primary rounded-lg p-4 hover:bg-surface transition-colors">
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<div class="flex items-center gap-3">
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<input type="checkbox"
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id="account_<%= snaptrade_account.id %>"
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name="account_ids[]"
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value="<%= snaptrade_account.id %>"
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checked
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class="cursor-pointer">
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<label for="account_<%= snaptrade_account.id %>" class="flex-1 cursor-pointer">
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<h4 class="font-medium text-primary"><%= snaptrade_account.name %></h4>
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<p class="text-sm text-secondary">
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<% if snaptrade_account.brokerage_name.present? %>
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<%= snaptrade_account.brokerage_name %> •
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<% end %>
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<% if snaptrade_account.account_type.present? %>
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<%= snaptrade_account.account_type.titleize %> •
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<% end %>
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<%= t("snaptrade_items.setup_accounts.balance_label", default: "Balance:") %>
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<%= number_to_currency(snaptrade_account.current_balance || 0, unit: Money::Currency.new(snaptrade_account.currency || "USD").symbol) %>
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</p>
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<% if snaptrade_account.account_number.present? %>
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<p class="text-xs text-secondary"><%= t("snaptrade_items.setup_accounts.account_number", default: "Account:") %> •••<%= snaptrade_account.account_number.last(4) %></p>
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<% end %>
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</label>
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</div>
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<div class="mt-3 pl-7" onclick="event.stopPropagation();">
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<label for="sync_start_<%= snaptrade_account.id %>" class="block text-xs text-secondary mb-1">
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<%= t("snaptrade_items.setup_accounts.sync_start_date_label", default: "Import transactions from:") %>
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</label>
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<input type="date"
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id="sync_start_<%= snaptrade_account.id %>"
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name="sync_start_dates[<%= snaptrade_account.id %>]"
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value="<%= snaptrade_account.sync_start_date %>"
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onclick="event.stopPropagation();"
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autocomplete="off"
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class="bg-container border border-primary rounded px-2 py-1 text-sm text-primary">
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<p class="text-xs text-secondary mt-1">
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<%= t("snaptrade_items.setup_accounts.sync_start_date_help", default: "Leave blank for all available history") %>
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</p>
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</div>
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</div>
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<% end %>
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</div>
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<div class="flex gap-3 mt-6">
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<%= render DS::Button.new(
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text: t("snaptrade_items.setup_accounts.create_button", default: "Create Selected Accounts"),
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variant: "primary",
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icon: "plus",
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type: "submit",
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class: "flex-1",
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data: { loading_button_target: "button" }
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) %>
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<%= render DS::Link.new(
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text: t("snaptrade_items.setup_accounts.cancel_button", default: "Cancel"),
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variant: "secondary",
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href: accounts_path,
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frame: "_top"
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) %>
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</div>
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<% end %>
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<% end %>
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<%# Link-to-existing forms rendered OUTSIDE the create form to avoid nested <form> %>
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<% if @unlinked_accounts.any? && @linkable_accounts.any? %>
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<div class="border-t border-secondary pt-4 mt-2">
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<p class="text-xs text-secondary mb-3">
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<%= t("snaptrade_items.setup_accounts.or_link_existing", default: "Or link to an existing account instead of creating a new one:") %>
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</p>
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<div class="space-y-2">
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<% @unlinked_accounts.each do |snaptrade_account| %>
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<%= form_with url: link_existing_account_snaptrade_items_path, method: :post, data: { turbo_frame: "_top" } do |link_form| %>
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<%= link_form.hidden_field :snaptrade_account_id, value: snaptrade_account.id %>
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<%= link_form.hidden_field :snaptrade_item_id, value: @snaptrade_item.id %>
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<p class="text-xs text-primary mb-1"><%= snaptrade_account.name %></p>
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<div class="flex items-center gap-2">
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<%= link_form.select :account_id,
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options_for_select(@linkable_accounts.map { |a| ["#{a.name} (#{number_to_currency(a.balance, unit: Money::Currency.new(a.currency || "USD").symbol)})", a.id] }),
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{ prompt: t("snaptrade_items.setup_accounts.select_account", default: "Select an account...") },
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class: "bg-container border border-primary rounded px-2 py-1 text-sm text-primary flex-1 min-w-0" %>
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<%= render DS::Button.new(
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text: t("snaptrade_items.setup_accounts.link_button", default: "Link"),
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variant: "secondary",
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size: "sm",
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type: "submit"
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) %>
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</div>
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<% end %>
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<% end %>
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</div>
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</div>
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<% end %>
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<% if @linked_accounts.any? %>
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<div class="<%= "border-t border-primary pt-6 mt-4" if @unlinked_accounts.any? %>">
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<h3 class="font-medium text-primary mb-4"><%= t("snaptrade_items.setup_accounts.linked_accounts", default: "Already Linked") %></h3>
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<% @linked_accounts.each do |snaptrade_account| %>
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<div class="border border-success/20 bg-success/5 rounded-lg p-4 mb-2">
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<div class="flex items-center justify-between">
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<div class="flex items-center gap-3">
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<%= icon "check-circle", class: "text-success" %>
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<div>
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<h4 class="font-medium text-primary"><%= snaptrade_account.name %></h4>
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<p class="text-sm text-secondary">
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<%= t("snaptrade_items.setup_accounts.linked_to", default: "Linked to:") %>
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<%= link_to snaptrade_account.current_account.name, account_path(snaptrade_account.current_account), class: "link" %>
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</p>
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</div>
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</div>
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</div>
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</div>
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<% end %>
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</div>
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<%# Show Done button when all accounts are linked (no unlinked) %>
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<% if @unlinked_accounts.blank? %>
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<div class="flex justify-end mt-4">
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<%= render DS::Link.new(
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text: t("snaptrade_items.setup_accounts.done_button", default: "Done"),
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variant: "primary",
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href: accounts_path,
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frame: "_top"
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) %>
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</div>
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<% end %>
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<% end %>
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<% end %>
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</div>
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<% end %>
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<% end %>
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