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Add Interactive Brokers Provider (#1722)

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* 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
This commit is contained in:
Gian-Reto Tarnutzer
2026-05-12 23:45:19 +02:00
committed by GitHub
parent 3c4c32584a
commit ce5d7dd736
81 changed files with 3838 additions and 59 deletions
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31
test/controllers/settings/providers_controller_test.rb
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@@ -355,6 +355,37 @@ class Settings::ProvidersControllerTest < ActionDispatch::IntegrationTest
assert_match(/Sync started/i, response.body)
end
test "GET show includes Interactive Brokers in bank sync providers" do
get settings_providers_url
assert_response :success
assert_match(/Interactive Brokers/i, response.body)
assert_match(/Flex Query/i, response.body)
end
test "GET connect_form renders Interactive Brokers panel" do
get connect_form_settings_providers_path(provider_key: "ibkr")
assert_response :success
assert_match(/Interactive Brokers/i, response.body)
assert_match(/Query ID/i, response.body)
end
test "POST sync for ibkr without an active Ibkr sync enqueues SyncJob" do
item = ibkr_items(:configured_item)
Sync.where(syncable_type: "IbkrItem", syncable_id: item.id).delete_all
assert_enqueued_jobs 1, only: SyncJob do
post sync_provider_settings_providers_path(provider_key: "ibkr")
end
assert_redirected_to settings_providers_path
follow_redirect!
assert_response :success
assert_match(/Sync started/i, response.body)
end
test "non-admin users cannot update providers" do
with_self_hosting do
sign_in users(:family_member)