Add Interactive Brokers Provider (#1722)

* Display multi-currency holdings correctly

* Implement IBKR provider

* Fix: Use historical exchange rate for historical prices

* Add brokerage exchange rate for trades

* Sync historical balances from IBKR

* Add logos in activity history

* Fix privacy mode blur in account view

* Improve IBKR XML Flex report parser errors

test/controllers/ibkr_items_controller_test.rb

@@ -0,0 +1,100 @@
+require "test_helper"
+
+class IbkrItemsControllerTest < ActionDispatch::IntegrationTest
+  setup do
+    sign_in @user = users(:family_admin)
+    @ibkr_item = ibkr_items(:configured_item)
+  end
+
+  test "select_existing_account renders available ibkr accounts" do
+    get select_existing_account_ibkr_items_url, params: { account_id: accounts(:investment).id }
+
+    assert_response :success
+    assert_includes response.body, ibkr_accounts(:main_account).name
+  end
+
+  test "create redirects to accounts on success" do
+    assert_difference "IbkrItem.count", 1 do
+      post ibkr_items_url, params: {
+        ibkr_item: {
+          query_id: "QUERYNEW",
+          token: "TOKENNEW"
+        }
+      }
+    end
+
+    assert_redirected_to accounts_path
+  end
+
+  test "update redirects to accounts on success" do
+    patch ibkr_item_url(@ibkr_item), params: {
+      ibkr_item: {
+        query_id: "",
+        token: ""
+      }
+    }
+
+    assert_redirected_to accounts_path
+  end
+
+  test "complete_account_setup creates investment account and provider link" do
+    assert_difference "Account.count", 1 do
+      assert_difference "AccountProvider.count", 1 do
+        post complete_account_setup_ibkr_item_url(@ibkr_item), params: {
+          account_ids: [ ibkr_accounts(:main_account).id ]
+        }
+      end
+    end
+
+    created_account = Account.order(created_at: :desc).first
+    assert_equal "Investment", created_account.accountable_type
+    assert_equal "brokerage", created_account.accountable.subtype
+    assert_redirected_to accounts_path
+
+    ibkr_accounts(:main_account).reload
+    assert_equal created_account, ibkr_accounts(:main_account).current_account
+  end
+
+  test "link_existing_account links manual investment account" do
+    account = accounts(:investment)
+
+    assert_difference "AccountProvider.count", 1 do
+      post link_existing_account_ibkr_items_url, params: {
+        account_id: account.id,
+        ibkr_account_id: ibkr_accounts(:main_account).id
+      }
+    end
+
+    assert_redirected_to account_path(account)
+    ibkr_accounts(:main_account).reload
+    assert_equal account, ibkr_accounts(:main_account).current_account
+  end
+
+  test "link_existing_account rejects already linked ibkr account" do
+    original_account = accounts(:investment)
+    ibkr_account = ibkr_accounts(:main_account)
+    AccountProvider.create!(account: original_account, provider: ibkr_account)
+
+    replacement_account = Account.create!(
+      family: @ibkr_item.family,
+      owner: @user,
+      name: "Replacement Brokerage Account",
+      balance: 2500,
+      cash_balance: 2500,
+      currency: "USD",
+      accountable: Investment.create!(subtype: "brokerage")
+    )
+
+    assert_no_difference "AccountProvider.count" do
+      post link_existing_account_ibkr_items_url, params: {
+        account_id: replacement_account.id,
+        ibkr_account_id: ibkr_account.id
+      }
+    end
+
+    assert_redirected_to account_path(replacement_account)
+    assert_equal "This Interactive Brokers account is already linked.", flash[:alert]
+    ibkr_account.reload
+    assert_equal original_account, ibkr_account.current_account
+  end
+end