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ce5d7dd736
* 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
175 lines
8.0 KiB
Plaintext
175 lines
8.0 KiB
Plaintext
<% content_for :title, t(".page_title") %>
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<%= render DS::Dialog.new(disable_click_outside: true) do |dialog| %>
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<% dialog.with_header(title: t(".dialog_title")) do %>
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<div class="flex items-center gap-2">
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<%= icon "chart-line", class: "text-primary" %>
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<span class="text-primary"><%= t(".subtitle") %></span>
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</div>
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<% end %>
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<% dialog.with_body do %>
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<div class="space-y-6">
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<div class="bg-surface border border-primary p-4 rounded-lg">
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<div class="flex items-start gap-3">
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<%= icon "info", size: "sm", class: "text-primary mt-0.5 flex-shrink-0" %>
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<div>
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<p class="text-sm text-primary mb-2"><strong><%= t(".info_box.title") %></strong></p>
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<ul class="text-xs text-secondary space-y-1 list-disc list-inside">
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<li><%= t(".info_box.items.item_1") %></li>
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<li><%= t(".info_box.items.item_2") %></li>
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<li><%= t(".info_box.items.item_3") %></li>
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</ul>
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<p class="text-xs text-warning mt-2">
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<%= icon "alert-triangle", size: "xs", class: "inline-block mr-1" %>
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<%= t(".info_box.warning") %>
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</p>
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</div>
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</div>
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</div>
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<% if @waiting_for_sync %>
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<div id="ibkr-sync-spinner" class="flex flex-col items-center justify-center py-6 space-y-3">
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<div class="animate-spin rounded-full h-6 w-6 border-b-2 border-primary"></div>
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<p class="text-secondary text-center"><%= t(".status.fetching_accounts") %></p>
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</div>
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<div class="flex gap-3 justify-center">
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<%= render DS::Link.new(
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text: t(".buttons.refresh"),
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variant: "secondary",
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icon: "refresh-cw",
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href: setup_accounts_ibkr_item_path(@ibkr_item),
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frame: "_top"
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) %>
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<%= render DS::Link.new(
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text: t(".buttons.cancel"),
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variant: "ghost",
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href: accounts_path,
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frame: "_top"
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) %>
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</div>
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<% elsif @no_accounts_found %>
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<div class="no-accounts-found flex flex-col items-center justify-center py-6 space-y-3">
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<%= icon "alert-circle", size: "lg", class: "text-warning" %>
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<p class="text-primary text-center font-medium"><%= t(".status.no_accounts_found_title") %></p>
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<p class="text-secondary text-center text-sm"><%= t(".status.no_accounts_found_description") %></p>
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</div>
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<div class="flex gap-3 justify-center">
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<%= render DS::Link.new(
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text: t(".buttons.back_to_settings"),
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variant: "secondary",
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href: settings_providers_path,
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frame: "_top"
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) %>
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</div>
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<% else %>
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<%= form_with url: complete_account_setup_ibkr_item_path(@ibkr_item), method: :post, data: { turbo_frame: "_top" } do %>
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<% if @unlinked_accounts.any? %>
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<div class="space-y-4">
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<h3 class="font-medium text-primary"><%= t(".available_accounts.title") %></h3>
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<% @unlinked_accounts.each do |ibkr_account| %>
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<div class="border border-primary rounded-lg p-4 hover:bg-surface transition-colors">
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<div class="flex items-center gap-3">
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<input type="checkbox"
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id="account_<%= ibkr_account.id %>"
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name="account_ids[]"
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value="<%= ibkr_account.id %>"
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checked
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class="cursor-pointer">
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<label for="account_<%= ibkr_account.id %>" class="flex-1 cursor-pointer">
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<h4 class="font-medium text-primary"><%= ibkr_account.name %></h4>
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<p class="text-sm text-secondary">
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<%= t(
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".available_accounts.account_summary",
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account_type: t(".available_accounts.account_type_investment"),
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balance: number_to_currency(ibkr_account.current_balance || 0, unit: Money::Currency.new(ibkr_account.currency || "USD").symbol)
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) %>
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</p>
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<% if ibkr_account.ibkr_account_id.present? %>
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<p class="text-xs text-secondary"><%= t(".available_accounts.account_id", account_id: ibkr_account.ibkr_account_id) %></p>
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<% end %>
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</label>
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</div>
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</div>
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<% end %>
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</div>
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<div class="flex gap-3 mt-6">
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<%= render DS::Button.new(
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text: t(".buttons.create_selected_accounts"),
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variant: "primary",
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icon: "plus",
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type: "submit",
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class: "flex-1"
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) %>
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<%= render DS::Link.new(
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text: t(".buttons.cancel"),
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variant: "secondary",
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href: accounts_path,
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frame: "_top"
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) %>
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</div>
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<% end %>
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<% end %>
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<% if @unlinked_accounts.any? && @linkable_accounts.any? %>
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<div class="border-t border-secondary pt-4 mt-2">
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<p class="text-xs text-secondary mb-3"><%= t(".link_existing.description") %></p>
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<div class="space-y-2">
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<% @unlinked_accounts.each do |ibkr_account| %>
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<%= form_with url: link_existing_account_ibkr_items_path, method: :post, data: { turbo_frame: "_top" } do |link_form| %>
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<%= link_form.hidden_field :ibkr_account_id, value: ibkr_account.id %>
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<p class="text-xs text-primary mb-1"><%= ibkr_account.name %></p>
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<div class="flex items-center gap-2">
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<%= link_form.select :account_id,
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options_for_select(@linkable_accounts.map { |account| [t(".link_existing.manual_account_option", name: account.name, balance: number_to_currency(account.balance, unit: Money::Currency.new(account.currency || 'USD').symbol)), account.id] }),
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{ prompt: t(".link_existing.select_prompt") },
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class: "bg-container border border-primary rounded px-2 py-1 text-sm text-primary flex-1 min-w-0" %>
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<%= render DS::Button.new(
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text: t(".buttons.link"),
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variant: "secondary",
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size: "sm",
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type: "submit"
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) %>
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</div>
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<% end %>
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<% end %>
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</div>
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</div>
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<% end %>
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<% if @linked_accounts.any? %>
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<div class="<%= 'border-t border-primary pt-6 mt-4' if @unlinked_accounts.any? %>">
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<h3 class="font-medium text-primary mb-4"><%= t(".linked_accounts.title") %></h3>
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<% @linked_accounts.each do |ibkr_account| %>
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<div class="border border-success/20 bg-success/5 rounded-lg p-4 mb-2">
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<div class="flex items-center justify-between">
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<div class="flex items-center gap-3">
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<%= icon "check-circle", class: "text-success" %>
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<div>
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<h4 class="font-medium text-primary"><%= ibkr_account.name %></h4>
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<p class="text-sm text-secondary"><%= t(".linked_accounts.linked_to_html", account: link_to(ibkr_account.current_account.name, account_path(ibkr_account.current_account), class: "link")) %></p>
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</div>
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</div>
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</div>
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</div>
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<% end %>
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</div>
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<% if @unlinked_accounts.blank? %>
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<div class="flex justify-end mt-4">
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<%= render DS::Link.new(
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text: t(".buttons.done"),
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variant: "primary",
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href: accounts_path,
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frame: "_top"
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) %>
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</div>
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<% end %>
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<% end %>
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<% end %>
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</div>
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<% end %>
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<% end %>
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