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Enhance Plaid connection management with re-authentication and error handling (#1854)

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* Enhance Plaid connection management with re-authentication and error handling

- Add support for Plaid item status tracking (good/requires_update)
- Implement re-authentication flow for Plaid connections
- Handle connection errors and provide user-friendly reconnection options
- Update Plaid link token generation to support item updates
- Add localization for new connection management states

* Remove redundant 'reconnect' localization for Plaid items
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Josh Pigford 2025-02-12 12:59:35 -06:00 • committed by GitHub
parent 08a2d35308
commit f1f2e103ce
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11 changed files with 156 additions and 19 deletions
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54
app/views/plaid_items/_plaid_item.html.erb
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@ -28,6 +28,11 @@
<%= lucide_icon "loader", class: "w-4 h-4 animate-pulse" %>
<%= tag.span t(".syncing") %>
</div>
<% elsif plaid_item.requires_update? %>
<div class="text-amber-500 flex items-center gap-1">
<%= lucide_icon "alert-triangle", class: "w-4 h-4" %>
<%= tag.span t(".requires_update") %>
</div>
<% elsif plaid_item.sync_error.present? %>
<div class="text-gray-500 flex items-center gap-1">
<%= lucide_icon "alert-circle", class: "w-4 h-4 text-red-500" %>
@ -42,8 +47,53 @@
</div>
<div class="flex items-center gap-2">
<%= button_to sync_plaid_item_path(plaid_item), disabled: plaid_item.syncing? || plaid_item.scheduled_for_deletion?, class: "disabled:text-gray-400 text-gray-900 flex hover:text-gray-800 items-center text-sm font-medium hover:underline" do %>
<%= lucide_icon "refresh-cw", class: "w-4 h-4" %>
<% if plaid_item.requires_update? %>
<% begin %>
<% link_token = plaid_item.get_update_link_token(webhooks_url: plaid_webhooks_url(plaid_item.plaid_region), redirect_url: accounts_url) %>
<button
data-controller="plaid"
data-action="plaid#open"
data-plaid-region-value="<%= plaid_item.plaid_region %>"
data-plaid-link-token-value="<%= link_token %>"
data-plaid-is-update-value="true"
data-plaid-item-id-value="<%= plaid_item.id %>"
class="btn btn--secondary flex items-center gap-2"
>
<%= lucide_icon "refresh-cw", class: "w-4 h-4" %>
<%= tag.span t(".update") %>
</button>
<% rescue PlaidItem::PlaidConnectionLostError %>
<div class="flex flex-col gap-2">
<div class="text-amber-500 flex items-center gap-1">
<%= lucide_icon "alert-triangle", class: "w-4 h-4" %>
<%= tag.span t(".connection_lost") %>
</div>
<p class="text-sm text-gray-500"><%= t(".connection_lost_description") %></p>
<div class="flex items-center gap-2">
<%= button_to plaid_item_path(plaid_item),
method: :delete,
class: "btn btn--danger flex items-center gap-2",
data: {
turbo_confirm: {
title: t(".confirm_title"),
body: t(".confirm_body"),
accept: t(".confirm_accept")
}
} do %>
<%= lucide_icon "trash-2", class: "w-4 h-4" %>
<%= tag.span t(".delete") %>
<% end %>
<%= link_to new_account_path, class: "btn btn--secondary flex items-center gap-2" do %>
<%= lucide_icon "plus", class: "w-4 h-4" %>
<%= tag.span t(".add_new") %>
<% end %>
</div>
</div>
<% end %>
<% else %>
<%= button_to sync_plaid_item_path(plaid_item), disabled: plaid_item.syncing? || plaid_item.scheduled_for_deletion?, class: "disabled:text-gray-400 text-gray-900 flex hover:text-gray-800 items-center text-sm font-medium hover:underline" do %>
<%= lucide_icon "refresh-cw", class: "w-4 h-4" %>
<% end %>
<% end %>
<%= contextual_menu do %>