Bank Sync cleanup

app/components/settings/health_summary.html.erb

@@ -0,0 +1,8 @@
+<div class="grid grid-cols-4 gap-2">
+  <% tiles.each do |tile| %>
+    <div class="bg-container shadow-border-xs rounded-xl p-3 text-center">
+      <div class="text-2xl font-bold tabular-nums <%= tile[:color_class] %>"><%= tile[:count] %></div>
+      <div class="text-xs text-secondary mt-0.5"><%= tile[:label] %></div>
+    </div>
+  <% end %>
+</div>

app/components/settings/health_summary.rb

@@ -0,0 +1,38 @@
+class Settings::HealthSummary < ApplicationComponent
+  def initialize(counts:)
+    @counts = counts
+  end
+
+  private
+    attr_reader :counts
+
+    def connected_count      = counts[:connected]
+    def needs_attention_count = counts[:needs_attention]
+    def errors_count         = counts[:errors]
+    def accounts_synced_count = counts[:accounts_synced]
+
+    def tiles
+      [
+        {
+          count: connected_count,
+          label: t("settings.providers.health.connected"),
+          color_class: connected_count > 0 ? "text-success" : "text-subdued"
+        },
+        {
+          count: needs_attention_count,
+          label: t("settings.providers.health.needs_attention"),
+          color_class: needs_attention_count > 0 ? "text-warning" : "text-subdued"
+        },
+        {
+          count: errors_count,
+          label: t("settings.providers.health.errors"),
+          color_class: errors_count > 0 ? "text-destructive" : "text-subdued"
+        },
+        {
+          count: accounts_synced_count,
+          label: t("settings.providers.health.accounts_synced"),
+          color_class: "text-primary"
+        }
+      ]
+    end
+end

app/components/settings/provider_card.html.erb

@@ -0,0 +1,29 @@
+<div class="bg-container shadow-border-xs rounded-xl p-4 flex flex-col gap-3 hover:shadow-border-sm transition-shadow">
+  <div class="flex items-start gap-3">
+    <div class="w-9 h-9 rounded-lg flex items-center justify-center shrink-0 <%= logo_bg %>">
+      <span class="text-xs font-bold text-white"><%= logo_text %></span>
+    </div>
+    <div class="flex-1 min-w-0">
+      <div class="flex items-center gap-2 flex-wrap">
+        <span class="font-medium text-primary"><%= name %></span>
+        <% if maturity_label %>
+          <span class="text-xs font-medium px-1.5 py-0.5 rounded-full bg-alpha-black-50 text-secondary"><%= maturity_label %></span>
+        <% end %>
+      </div>
+      <% if meta_line.present? %>
+        <p class="text-xs text-subdued mt-0.5"><%= meta_line %></p>
+      <% end %>
+    </div>
+  </div>
+  <% if tagline.present? %>
+    <p class="text-sm text-secondary grow"><%= tagline %></p>
+  <% end %>
+  <div class="flex justify-end">
+    <%= link_to connect_path,
+                class: "inline-flex items-center gap-1.5 text-sm font-medium text-primary hover:text-primary/70 transition-colors",
+                data: { turbo_frame: "drawer", turbo_prefetch: "false" } do %>
+      <%= t("settings.providers.connect") %>
+      <%= helpers.icon "arrow-right", class: "w-4 h-4" %>
+    <% end %>
+  </div>
+</div>

app/components/settings/provider_card.rb

@@ -0,0 +1,31 @@
+class Settings::ProviderCard < ApplicationComponent
+  MATURITY_LABELS = { beta: "Beta", alpha: "Alpha" }.freeze
+
+  def initialize(provider_key:, name:, tagline: nil, region: nil, kind: nil, tier: nil,
+                 maturity: :stable, logo_bg: "bg-gray-500", logo_text: nil)
+    @provider_key = provider_key
+    @name         = name
+    @tagline      = tagline
+    @region       = region
+    @kind         = kind
+    @tier         = tier
+    @maturity     = maturity.to_sym
+    @logo_bg      = logo_bg
+    @logo_text    = logo_text || name.first(2).upcase
+  end
+
+  def maturity_label
+    MATURITY_LABELS[@maturity]
+  end
+
+  def meta_line
+    [ @region, @kind, @tier ].compact.join(" · ")
+  end
+
+  def connect_path
+    helpers.connect_form_settings_providers_path(provider_key: @provider_key)
+  end
+
+  private
+    attr_reader :provider_key, :name, :tagline, :region, :kind, :tier, :maturity, :logo_bg, :logo_text
+end

app/controllers/settings/providers_controller.rb

@@ -1,12 +1,12 @@
 class Settings::ProvidersController < ApplicationController
-  layout "settings"
+  layout -> { turbo_frame_request? ? "turbo_rails/frame" : "settings" }
 
-  before_action :ensure_admin, only: [ :show, :update ]
+  before_action :ensure_admin, only: [ :show, :update, :sync_all, :sync, :connect_form ]
 
   def show
     @breadcrumbs = [
       [ "Home", root_path ],
-      [ "Bank Sync Providers", nil ]
+      [ "Bank sync", nil ]
     ]
 
     prepare_show_context
@@ -77,6 +77,54 @@ def update
     render :show, status: :unprocessable_entity
   end
 
+  def sync_all
+    family = Current.family
+
+    if family.last_sync_all_attempted_at.present? && family.last_sync_all_attempted_at > 30.seconds.ago
+      return redirect_to settings_providers_path, notice: t("settings.providers.sync_all_recently")
+    end
+
+    family.update!(last_sync_all_attempted_at: Time.current)
+    SyncAllProvidersJob.perform_later(family.id)
+    redirect_to settings_providers_path, notice: t("settings.providers.sync_all_in_progress")
+  end
+
+  def sync
+    provider_key  = params[:provider_key]
+    syncable_type = PANEL_SYNCABLE_TYPES[provider_key]
+    return redirect_to settings_providers_path unless syncable_type
+
+    items = syncable_type.constantize.where(family: Current.family).syncable
+    items.each { |item| item.sync_later unless item.syncing? }
+
+    redirect_to settings_providers_path, notice: t("settings.providers.sync_provider_in_progress")
+  end
+
+  def connect_form
+    provider_key = params[:provider_key]
+
+    panel = FAMILY_PANELS.find { |p| p[:key] == provider_key }
+    if panel
+      @panel_key     = panel[:key]
+      @panel_partial = panel[:partial]
+      @panel_title   = panel[:title]
+      load_provider_items(provider_key)
+      return render :connect_form
+    end
+
+    Provider::Factory.ensure_adapters_loaded
+    config = Provider::ConfigurationRegistry.all.find { |c| c.provider_key.to_s == provider_key }
+    if config
+      @panel_title           = provider_key.titleize
+      @provider_configuration = config
+      return render :connect_form
+    end
+
+    redirect_to settings_providers_path
+  rescue ActiveRecord::Encryption::Errors::Configuration
+    redirect_to settings_providers_path, alert: t("settings.providers.encryption_error.title")
+  end
+
   private
     def provider_params
       # Dynamically permit all provider configuration fields
@@ -119,19 +167,71 @@ def reload_provider_configs(updated_fields)
       end
     end
 
+    # Hardcoded family-scoped panels — provider connections are managed through
+    # their own models (SimplefinItem, LunchflowItem, etc.) rather than global
+    # settings, so they need custom UI per-provider for connection management,
+    # status display, and sync actions. The configuration registry excludes
+    # them (see prepare_show_context).
+    FAMILY_PANELS = [
+      { key: "lunchflow",      title: "Lunch Flow",      turbo_id: "lunchflow",      partial: "lunchflow_panel" },
+      { key: "simplefin",      title: "SimpleFIN",       turbo_id: "simplefin",      partial: "simplefin_panel" },
+      { key: "enable_banking", title: "Enable Banking",  turbo_id: "enable_banking", partial: "enable_banking_panel" },
+      { key: "coinstats",      title: "CoinStats",       turbo_id: "coinstats",      partial: "coinstats_panel" },
+      { key: "mercury",        title: "Mercury",         turbo_id: "mercury",        partial: "mercury_panel" },
+      { key: "coinbase",       title: "Coinbase",        turbo_id: "coinbase",       partial: "coinbase_panel" },
+      { key: "binance",        title: "Binance",         turbo_id: "binance",        partial: "binance_panel" },
+      { key: "snaptrade",      title: "SnapTrade",       turbo_id: "snaptrade",      partial: "snaptrade_panel", auto_open: "manage" },
+      { key: "indexa_capital", title: "Indexa Capital",  turbo_id: "indexa_capital", partial: "indexa_capital_panel" },
+      { key: "sophtron",       title: "Sophtron",        turbo_id: "sophtron",       partial: "sophtron_panel" }
+    ].freeze
+
+    FAMILY_PANEL_KEYS = FAMILY_PANELS.map { |p| p[:key] }.freeze
+
+    # Maps panel key → ActiveRecord model name for sync health queries
+    PANEL_SYNCABLE_TYPES = {
+      "simplefin"      => "SimplefinItem",
+      "lunchflow"      => "LunchflowItem",
+      "enable_banking" => "EnableBankingItem",
+      "coinstats"      => "CoinstatsItem",
+      "mercury"        => "MercuryItem",
+      "coinbase"       => "CoinbaseItem",
+      "binance"        => "BinanceItem",
+      "snaptrade"      => "SnaptradeItem",
+      "indexa_capital" => "IndexaCapitalItem",
+      "sophtron"       => "SophtronItem"
+    }.freeze
+
+    def load_provider_items(provider_key)
+      case provider_key
+      when "simplefin"
+        @simplefin_items = Current.family.simplefin_items.ordered
+      when "lunchflow"
+        @lunchflow_items = Current.family.lunchflow_items.ordered
+      when "enable_banking"
+        @enable_banking_items = Current.family.enable_banking_items.ordered
+      when "coinstats"
+        @coinstats_items = Current.family.coinstats_items.ordered
+      when "mercury"
+        @mercury_items = Current.family.mercury_items.active.ordered.includes(:syncs, :mercury_accounts)
+      when "coinbase"
+        @coinbase_items = Current.family.coinbase_items.ordered
+      when "binance"
+        @binance_items = Current.family.binance_items.active.ordered
+      when "snaptrade"
+        @snaptrade_items = Current.family.snaptrade_items.includes(:snaptrade_accounts).ordered
+      when "indexa_capital"
+        @indexa_capital_items = Current.family.indexa_capital_items.ordered
+      when "sophtron"
+        @sophtron_items = Current.family.sophtron_items.ordered
+      end
+    end
+
     # Prepares instance vars needed by the show view and partials
     def prepare_show_context
-      # Load all provider configurations (exclude SimpleFin and Lunchflow, which have their own family-specific panels below)
+      # Load all provider configurations (exclude family-scoped panels, which have their own UI below)
       Provider::Factory.ensure_adapters_loaded
       @provider_configurations = Provider::ConfigurationRegistry.all.reject do |config|
-        config.provider_key.to_s.casecmp("simplefin").zero? || config.provider_key.to_s.casecmp("lunchflow").zero? || \
-        config.provider_key.to_s.casecmp("enable_banking").zero?  || \
-        config.provider_key.to_s.casecmp("sophtron").zero? || \
-        config.provider_key.to_s.casecmp("coinstats").zero? || \
-        config.provider_key.to_s.casecmp("mercury").zero? || \
-        config.provider_key.to_s.casecmp("coinbase").zero? || \
-        config.provider_key.to_s.casecmp("snaptrade").zero? || \
-        config.provider_key.to_s.casecmp("indexa_capital").zero?
+        FAMILY_PANEL_KEYS.any? { |key| config.provider_key.to_s.casecmp(key).zero? }
       end
 
       # Providers page only needs to know whether any SimpleFin/Lunchflow connections exist with valid credentials
@@ -145,5 +245,83 @@ def prepare_show_context
       @coinbase_items = Current.family.coinbase_items.ordered # Coinbase panel needs name and sync info for status display
       @snaptrade_items = Current.family.snaptrade_items.includes(:snaptrade_accounts).ordered
       @indexa_capital_items = Current.family.indexa_capital_items.ordered.select(:id)
+      @binance_items = Current.family.binance_items.active.ordered
+
+      @provider_sync_health = compute_provider_sync_health
+
+      entries = build_provider_entries
+
+      @connected        = entries.select { |e| e[:summary][:status] == :ok }
+      @needs_attention  = entries.select { |e| [ :warn, :err ].include?(e[:summary][:status]) }
+      @available        = entries.select { |e| e[:summary][:status] == :off }
+
+      @health_counts = {
+        connected:       @connected.size + @needs_attention.size,
+        needs_attention: @needs_attention.size,
+        errors:          @needs_attention.count { |e| e[:summary][:status] == :err },
+        accounts_synced: Current.family.accounts.joins(:account_providers).distinct.count
+      }
+    end
+
+    # Returns a hash mapping provider key → { error:, last_synced_at:, stale: }
+    # by querying the latest sync per item for each family panel provider.
+    def compute_provider_sync_health
+      PANEL_SYNCABLE_TYPES.each_with_object({}) do |(key, syncable_type), health|
+        items = instance_variable_get("@#{key}_items")
+        ids = items&.map(&:id)&.compact
+        next if ids.blank?
+
+        health[key] = sync_health_for(syncable_type, ids)
+      end
+    end
+
+    # Determines error/stale status and last successful sync time for a set of items.
+    def sync_health_for(syncable_type, item_ids)
+      # Use window function to get the single latest sync per item (same pattern as ProviderConnectionStatus)
+      ranked_subq = Sync
+        .where(syncable_type: syncable_type, syncable_id: item_ids)
+        .select("syncs.*, ROW_NUMBER() OVER (PARTITION BY syncable_id ORDER BY created_at DESC, id DESC) AS sync_rank")
+
+      latest_per_item = Sync.from(ranked_subq, :syncs).where("sync_rank = 1").to_a
+
+      has_error = latest_per_item.any? { |s| s.failed? || s.stale? }
+
+      last_synced = Sync
+        .where(syncable_type: syncable_type, syncable_id: item_ids, status: "completed")
+        .maximum(:completed_at)
+
+      stale = !has_error && last_synced.present? && last_synced < 24.hours.ago
+
+      { error: has_error, last_synced_at: last_synced, stale: stale }
+    end
+
+    # Builds a unified list of provider entries (registry-driven configurations
+    # and hardcoded family panels) with pre-computed status, sorted
+    # alphabetically by display title. Each entry carries enough data for the
+    # view to render either a provider_form or a family panel partial.
+    def build_provider_entries
+      configuration_entries = @provider_configurations.map do |config|
+        {
+          provider_key: config.provider_key.to_s,
+          title: config.provider_key.to_s.titleize,
+          configuration: config,
+          maturity: Provider::Metadata.for(config.provider_key)[:maturity],
+          summary: view_context.provider_summary(config.provider_key)
+        }
+      end
+
+      family_entries = FAMILY_PANELS.map do |panel|
+        {
+          provider_key: panel[:key],
+          title: panel[:title],
+          turbo_id: panel[:turbo_id],
+          partial: panel[:partial],
+          auto_open_param: panel[:auto_open],
+          maturity: Provider::Metadata.for(panel[:key])[:maturity],
+          summary: view_context.provider_summary(panel[:key])
+        }
+      end
+
+      (configuration_entries + family_entries).sort_by { |entry| entry[:title].downcase }
     end
 end