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Code Issues Releases Activity Actions

Show UI warning to user when they need provider data but have not setup Synth yet (#1926)

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* Simplify provider concerns

* Update tests

* Add UI warning for missing Synth key if family requires external data
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Zach Gollwitzer 2025-02-28 11:35:10 -05:00 • committed by GitHub
parent 624faa10d0
commit fa0248056d
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22 changed files with 184 additions and 136 deletions
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20
app/views/accounts/_account_sidebar_tabs.html.erb
View file

@ -1,5 +1,25 @@
<%# locals: (family:) %>
<% if family.requires_data_provider? && family.synth_client.nil? %>
<details class="group bg-yellow-tint-10 rounded-lg p-2 text-yellow-600 mb-3 text-xs">
<summary class="flex items-center justify-between gap-2">
<div class="flex items-center gap-2">
<%= icon "triangle-alert", size: "sm" %>
<p class="font-medium">Missing historical data</p>
</div>
<%= lucide_icon "chevron-down", class: "text-yellow-600 group-open:transform group-open:rotate-180 w-5" %>
</summary>
<div class="text-xs py-2 space-y-2">
<p>Maybe uses Synth API to fetch historical exchange rates, security prices, and more. This data is required to calculate accurate historical account balances.</p>
<p>
<%= link_to "Add your Synth API key here.", settings_hosting_path, class: "text-yellow-600 underline" %>
</p>
</div>
</details>
<% end %>
<div
class="space-y-3"
data-controller="tabs"

5
app/views/import/configurations/_trade_import.html.erb
View file

@ -23,11 +23,10 @@
<%= form.select :account_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Account (optional)" } %>
<%= form.select :name_col_label, import.csv_headers, { include_blank: "Leave empty", label: "Name (optional)" } %>
<% if Security.security_prices_provider.nil? %>
<% unless Security.provider %>
<div class="alert alert-warning">
<p>
<strong>Note:</strong> The Synth provider is not configured. Exchange validation is disabled.
Securities will be created without exchange validation, and price history will not be available.
<strong>Note:</strong> The security prices provider is not configured. Your trade imports will work, but Maybe will not backfill price history. Please go to your settings to configure this.
</p>
</div>
<% end %>

9
app/views/settings/hostings/_synth_settings.html.erb
View file

@ -1,7 +1,11 @@
<div class="space-y-4">
<div>
<h2 class="font-medium mb-1"><%= t(".title") %></h2>
<p class="text-secondary text-sm mb-4"><%= t(".description") %></p>
<% if ENV["SYNTH_API_KEY"].present? %>
<p class="text-sm text-secondary">You have successfully configured your Synth API key through the SYNTH_API_KEY environment variable.</p>
<% else %>
<p class="text-secondary text-sm mb-4"><%= t(".description") %></p>
<% end %>
</div>
<%= styled_form_with model: Setting.new,
@ -15,7 +19,8 @@
label: t(".label"),
type: "password",
placeholder: t(".placeholder"),
value: Setting.synth_api_key,
value: ENV.fetch("SYNTH_API_KEY", Setting.synth_api_key),
disabled: ENV["SYNTH_API_KEY"].present?,
container_class: @synth_usage.present? && !@synth_usage.success? ? "border-red-500" : "",
data: { "auto-submit-form-target": "auto" } %>
<% end %>