Files
sure/app/views/ibkr_items/_ibkr_item.html.erb
Gian-Reto Tarnutzer ce5d7dd736 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
2026-05-12 23:45:19 +02:00

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<%# locals: (ibkr_item:) %>
<%= tag.div id: dom_id(ibkr_item) do %>
<% unlinked_count = ibkr_item.unlinked_accounts_count %>
<details open class="group bg-container p-4 shadow-border-xs rounded-xl">
<summary class="flex items-center justify-between gap-2">
<div class="flex items-center gap-2">
<%= icon "chevron-right", class: "group-open:transform group-open:rotate-90" %>
<div class="flex items-center justify-center h-8 w-8 rounded-full bg-[#D32F2F]/10">
<span class="text-[#D32F2F] text-xs font-medium">IB</span>
</div>
<div class="pl-1 text-sm">
<div class="flex items-center gap-2">
<%= tag.p ibkr_item.institution_display_name, class: "font-medium text-primary" %>
<% if ibkr_item.scheduled_for_deletion? %>
<p class="text-destructive text-sm animate-pulse"><%= t(".deletion_in_progress") %></p>
<% end %>
</div>
<p class="text-xs text-secondary"><%= t(".flex_web_service") %></p>
<% if ibkr_item.syncing? %>
<div class="text-secondary flex items-center gap-1">
<%= icon "loader", size: "sm", class: "animate-spin" %>
<%= tag.span t(".syncing") %>
</div>
<% elsif ibkr_item.requires_update? %>
<div class="text-warning flex items-center gap-1">
<%= icon "alert-triangle", size: "sm", color: "warning" %>
<%= tag.span t(".requires_update") %>
</div>
<% elsif ibkr_item.sync_error.present? %>
<div class="text-secondary flex items-center gap-1">
<%= render DS::Tooltip.new(text: ibkr_item.sync_error, icon: "alert-circle", size: "sm", color: "destructive") %>
<%= tag.span t(".error"), class: "text-destructive" %>
</div>
<% else %>
<p class="text-secondary">
<% if ibkr_item.last_synced_at %>
<%= t(".synced", time: time_ago_in_words(ibkr_item.last_synced_at), summary: ibkr_item.sync_status_summary) %>
<% else %>
<%= t(".never_synced") %>
<% end %>
</p>
<% end %>
</div>
</div>
<% if Current.user&.admin? %>
<div class="flex items-center gap-2">
<%= icon(
"refresh-cw",
as_button: true,
href: sync_ibkr_item_path(ibkr_item),
disabled: ibkr_item.syncing?
) %>
<%= render DS::Menu.new do |menu| %>
<% if unlinked_count > 0 %>
<% menu.with_item(
variant: "link",
text: t(".setup_accounts"),
icon: "settings",
href: setup_accounts_ibkr_item_path(ibkr_item),
frame: :modal
) %>
<% end %>
<% menu.with_item(
variant: "button",
text: t(".delete"),
icon: "trash-2",
href: ibkr_item_path(ibkr_item),
method: :delete,
confirm: CustomConfirm.for_resource_deletion(ibkr_item.institution_display_name, high_severity: true)
) %>
<% end %>
</div>
<% end %>
</summary>
<% unless ibkr_item.scheduled_for_deletion? %>
<div class="space-y-4 mt-4">
<% if ibkr_item.accounts.any? %>
<%= render "accounts/index/account_groups", accounts: ibkr_item.accounts %>
<% end %>
<% stats = ibkr_item.syncs.ordered.first&.sync_stats || {} %>
<%= render ProviderSyncSummary.new(stats: stats, provider_item: ibkr_item) %>
<% if Current.user&.admin? %>
<% if unlinked_count > 0 && ibkr_item.accounts.empty? %>
<div class="p-4 flex flex-col gap-3 items-center justify-center">
<p class="text-primary font-medium text-sm"><%= t(".accounts_need_setup") %></p>
<p class="text-secondary text-sm"><%= t(".accounts_need_setup_description") %></p>
<%= render DS::Link.new(
text: t(".setup_accounts"),
icon: "settings",
variant: "primary",
href: setup_accounts_ibkr_item_path(ibkr_item),
frame: :modal
) %>
</div>
<% elsif ibkr_item.ibkr_accounts.none? %>
<div class="p-4 flex flex-col gap-3 items-center justify-center">
<p class="text-primary font-medium text-sm"><%= t(".no_accounts_discovered") %></p>
<p class="text-secondary text-sm"><%= t(".no_accounts_discovered_description") %></p>
</div>
<% end %>
<% end %>
</div>
<% end %>
</details>
<% end %>