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