Actualización sin cambiar de app: Share Extension "Quick Update" + clipboard auto-advance

El dolor: para actualizar cada source hay que saltar a la app del banco, copiar/
memorizar el valor y volver. iOS no permite ventanas flotantes editables (PiP es
solo vídeo), así que se resuelve con las dos vías sancionadas:

Share Extension (target nuevo PortfolioJournalQuickUpdate):
- Al compartir texto desde CUALQUIER app aparece "Portfolio Journal": mini-form
  sobre la app anfitriona con el importe pre-parseado del texto compartido y la
  siguiente source pendiente del mes preseleccionada. Guardar → sigues en el banco.
- Sin Core Data en la extensión: la app publica un espejo de sources activas en el
  App Group (SharedQuickUpdateSync.refreshMirror) y la extensión encola
  PendingQuickUpdate; la app los convierte en Snapshots reales al activarse
  (ingestPending). ExtSharedBridge duplica el contrato (keep-in-sync comentado).
- Parser de importes tolerante a locales (12.345,67 € / $1,234.56 / 1234,5).
- UI localizada en los 7 idiomas (lproj propios de la extensión).
- pbxproj: target app-extension completo (sync group, embed, dependency, configs)
  replicando el patrón del widget. Entitlements solo con App Group.

Clipboard auto-advance en Quick Update:
- Al volver a la app con un importe copiado: banner de un tap "Pegar X en <source>"
  que rellena la siguiente source vacía y avanza el foco a la siguiente.
- Badge NEXT en la fila activa; no repite sugerencias del mismo clipboard.

Script de upload: -allowProvisioningUpdates + API key también en el archive para
que el bundle id nuevo de la extensión se registre automáticamente.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015qUZrBusG82T37R7PeokqJ
This commit is contained in:
alexandrev-tibco
2026-07-03 23:21:55 +02:00
parent f7d4fdbe2d
commit 386f4ff265
24 changed files with 836 additions and 3 deletions
@@ -73,6 +73,12 @@ struct PortfolioJournalApp: App {
NotificationService.shared.scheduleReEngagementNotification()
NotificationService.shared.scheduleMonthlyCheckIn()
NotificationService.shared.scheduleStreakProtectionReminder()
// Share-extension bridge: apply values captured from other apps and
// refresh the source mirror the extension reads.
if coreDataStack.isLoaded {
SharedQuickUpdateSync.ingestPending()
SharedQuickUpdateSync.refreshMirror()
}
} else if newPhase == .background {
guard iapService.isPremium else { return }
guard UserDefaults.standard.bool(forKey: "backupsEnabled") else { return }
@@ -192,6 +192,11 @@ class CoreDataStack: ObservableObject {
AllocationTargetStore.migrateIfNeeded(context: container.viewContext)
// Seed demo data when running in screenshot capture mode.
ScreenshotMode.seedIfNeeded()
// Apply share-extension captures and publish the source mirror.
Task { @MainActor in
SharedQuickUpdateSync.ingestPending()
SharedQuickUpdateSync.refreshMirror()
}
}
}
@@ -446,3 +446,6 @@
"chart_zoom_in" = "Vergrößern";
"chart_zoom_out" = "Verkleinern";
"chart_zoom_reset" = "Zoom zurücksetzen";
"quick_update_paste_suggestion" = "%@ in %@ einfügen";
"quick_update_next_badge" = "NÄCHSTE";
@@ -454,3 +454,6 @@
"chart_zoom_in" = "Zoom in";
"chart_zoom_out" = "Zoom out";
"chart_zoom_reset" = "Reset zoom";
"quick_update_paste_suggestion" = "Paste %@ into %@";
"quick_update_next_badge" = "NEXT";
@@ -398,3 +398,6 @@
"chart_zoom_in" = "Acercar";
"chart_zoom_out" = "Alejar";
"chart_zoom_reset" = "Restablecer zoom";
"quick_update_paste_suggestion" = "Pegar %@ en %@";
"quick_update_next_badge" = "SIGUIENTE";
@@ -446,3 +446,6 @@
"chart_zoom_in" = "Zoom avant";
"chart_zoom_out" = "Zoom arrière";
"chart_zoom_reset" = "Réinitialiser le zoom";
"quick_update_paste_suggestion" = "Coller %@ dans %@";
"quick_update_next_badge" = "SUIVANTE";
@@ -446,3 +446,6 @@
"chart_zoom_in" = "Ingrandisci";
"chart_zoom_out" = "Riduci";
"chart_zoom_reset" = "Reimposta zoom";
"quick_update_paste_suggestion" = "Incolla %@ in %@";
"quick_update_next_badge" = "PROSSIMA";
@@ -446,3 +446,6 @@
"chart_zoom_in" = "拡大";
"chart_zoom_out" = "縮小";
"chart_zoom_reset" = "ズームをリセット";
"quick_update_paste_suggestion" = "%@ を %@ に貼り付け";
"quick_update_next_badge" = "次";
@@ -446,3 +446,6 @@
"chart_zoom_in" = "Ampliar";
"chart_zoom_out" = "Reduzir";
"chart_zoom_reset" = "Redefinir zoom";
"quick_update_paste_suggestion" = "Colar %@ em %@";
"quick_update_next_badge" = "PRÓXIMA";
@@ -0,0 +1,142 @@
import Foundation
import CoreData
// MARK: - App Group bridge for the Quick Update share extension
//
// The share extension can't open the CloudKit-backed Core Data store, so the app
// maintains a lightweight mirror of active sources in the App Group defaults and
// the extension appends "pending updates" to a queue there. The app ingests the
// queue on every activation, creating real snapshots.
/// Snapshot of an active source, enough for the extension's picker.
struct SharedSourceInfo: Codable, Identifiable {
let id: UUID
let name: String
let latestValue: Double
let currencyCode: String
/// True when a value was already recorded this month (by app or extension).
var updatedThisMonth: Bool
}
/// A value captured from the share extension, waiting to become a Snapshot.
struct PendingQuickUpdate: Codable {
let sourceId: UUID
let amount: Double
let capturedAt: Date
}
enum SharedQuickUpdateStore {
private static let mirrorKey = "sharedSourceMirror"
private static let queueKey = "pendingQuickUpdates"
static var defaults: UserDefaults? {
UserDefaults(suiteName: AppConstants.appGroupIdentifier)
}
// MARK: Mirror (app writes, extension reads)
static func writeMirror(_ sources: [SharedSourceInfo]) {
guard let data = try? JSONEncoder().encode(sources) else { return }
defaults?.set(data, forKey: mirrorKey)
}
static func readMirror() -> [SharedSourceInfo] {
guard let data = defaults?.data(forKey: mirrorKey),
let decoded = try? JSONDecoder().decode([SharedSourceInfo].self, from: data) else { return [] }
return decoded
}
// MARK: Pending queue (extension writes, app drains)
static func appendPending(_ update: PendingQuickUpdate) {
var queue = readPending()
queue.append(update)
if let data = try? JSONEncoder().encode(queue) {
defaults?.set(data, forKey: queueKey)
}
// Optimistically mark the source as updated in the mirror so the extension
// suggests the next pending source on the following invocation.
var mirror = readMirror()
if let idx = mirror.firstIndex(where: { $0.id == update.sourceId }) {
mirror[idx].updatedThisMonth = true
writeMirror(mirror)
}
}
static func readPending() -> [PendingQuickUpdate] {
guard let data = defaults?.data(forKey: queueKey),
let decoded = try? JSONDecoder().decode([PendingQuickUpdate].self, from: data) else { return [] }
return decoded
}
static func clearPending() {
defaults?.removeObject(forKey: queueKey)
}
}
// MARK: - App-side sync & ingestion
enum SharedQuickUpdateSync {
/// Refreshes the source mirror for the extension. Call on app activation and
/// after snapshot saves.
@MainActor
static func refreshMirror() {
let context = CoreDataStack.shared.viewContext
let request = InvestmentSource.fetchRequest()
request.predicate = NSPredicate(format: "isActive == YES")
request.sortDescriptors = [NSSortDescriptor(key: "name", ascending: true)]
guard let sources = try? context.fetch(request) else { return }
let settings = AppSettings.getOrCreate(in: context)
let calendar = Calendar.current
let monthStart = calendar.date(from: calendar.dateComponents([.year, .month], from: Date())) ?? Date()
let mirror = sources.map { source in
SharedSourceInfo(
id: source.id,
name: source.name,
latestValue: NSDecimalNumber(decimal: source.latestValue).doubleValue,
currencyCode: source.account?.currency ?? settings.currency,
updatedThisMonth: (source.latestSnapshot?.date ?? .distantPast) >= monthStart
)
}
SharedQuickUpdateStore.writeMirror(mirror)
}
/// Drains the extension's pending queue into real snapshots. Returns how many
/// snapshots were created. Call on app activation.
@MainActor
@discardableResult
static func ingestPending() -> Int {
let pending = SharedQuickUpdateStore.readPending()
guard !pending.isEmpty else { return 0 }
let context = CoreDataStack.shared.viewContext
let request = InvestmentSource.fetchRequest()
guard let sources = try? context.fetch(request) else { return 0 }
let byId = Dictionary(uniqueKeysWithValues: sources.map { ($0.id, $0) })
var created = 0
for update in pending {
guard let source = byId[update.sourceId] else { continue }
let snapshot = Snapshot(context: context)
snapshot.id = UUID()
snapshot.value = NSDecimalNumber(value: update.amount)
snapshot.date = update.capturedAt
snapshot.source = source
created += 1
}
if context.hasChanges {
do {
try context.save()
} catch {
print("Failed to ingest pending quick updates: \(error)")
return 0
}
}
SharedQuickUpdateStore.clearPending()
refreshMirror()
return created
}
}
@@ -1,9 +1,11 @@
import SwiftUI
import CoreData
import UIKit
struct QuickUpdateView: View {
@Environment(\.dismiss) private var dismiss
@Environment(\.managedObjectContext) private var context
@Environment(\.scenePhase) private var scenePhase
@FetchRequest(
sortDescriptors: [NSSortDescriptor(keyPath: \InvestmentSource.name, ascending: true)],
predicate: NSPredicate(format: "isActive == YES"),
@@ -15,6 +17,19 @@ struct QuickUpdateView: View {
@State private var isSaving = false
@State private var saveError: String?
// Clipboard round-trip: copy a value in your bank app, come back, one tap fills
// the next pending source and the focus advances no retyping, no memorizing.
@FocusState private var focusedSource: NSManagedObjectID?
@State private var clipboardAmount: Decimal?
@State private var lastSuggestedRaw: String?
/// First source (list order) still without a value the "active" one.
private var nextEmptySource: InvestmentSource? {
sources.first { source in
(values[source.objectID] ?? "").trimmingCharacters(in: .whitespaces).isEmpty
}
}
var body: some View {
NavigationStack {
ZStack {
@@ -28,6 +43,29 @@ struct QuickUpdateView: View {
)
} else {
List {
if let amount = clipboardAmount, let target = nextEmptySource {
Section {
Button {
applyClipboard(amount, to: target)
} label: {
HStack(spacing: 8) {
Image(systemName: "doc.on.clipboard.fill")
Text(String(
format: String(localized: "quick_update_paste_suggestion"),
amount.currencyString, target.name
))
.multilineTextAlignment(.leading)
Spacer()
Image(systemName: "arrow.down.circle.fill")
}
.font(.subheadline.weight(.semibold))
.foregroundColor(.white)
.padding(.vertical, 2)
}
.listRowBackground(Color.appPrimary)
}
}
Section {
ForEach(sources) { source in
sourceRow(source)
@@ -63,7 +101,13 @@ struct QuickUpdateView: View {
} message: {
Text(saveError ?? "")
}
.onAppear { prefillContributions() }
.onAppear {
prefillContributions()
checkClipboard()
}
.onChange(of: scenePhase) { _, phase in
if phase == .active { checkClipboard() }
}
}
}
@@ -72,8 +116,19 @@ struct QuickUpdateView: View {
VStack(spacing: 6) {
HStack {
VStack(alignment: .leading, spacing: 2) {
Text(source.name)
.font(.subheadline.weight(.medium))
HStack(spacing: 6) {
Text(source.name)
.font(.subheadline.weight(.medium))
if source.objectID == nextEmptySource?.objectID {
Text(String(localized: "quick_update_next_badge"))
.font(.caption2.weight(.bold))
.padding(.horizontal, 6)
.padding(.vertical, 1)
.background(Color.appSecondary.opacity(0.15))
.foregroundColor(.appSecondary)
.clipShape(Capsule())
}
}
if source.latestValue != .zero {
Text(source.latestValue.currencyString)
.font(.caption)
@@ -89,6 +144,7 @@ struct QuickUpdateView: View {
.multilineTextAlignment(.trailing)
.frame(width: 120)
.font(.subheadline)
.focused($focusedSource, equals: source.objectID)
}
if contributions[source.objectID] != nil {
@@ -129,6 +185,29 @@ struct QuickUpdateView: View {
)
}
/// Reads the pasteboard and offers the parsed amount for the next pending source.
/// Skips values already suggested (or already typed) so returning to the app
/// with the same clipboard doesn't nag.
private func checkClipboard() {
guard let raw = UIPasteboard.general.string, raw != lastSuggestedRaw,
let parsed = CurrencyFormatter.parseUserInput(raw), parsed > 0,
nextEmptySource != nil else {
return
}
lastSuggestedRaw = raw
clipboardAmount = parsed
}
private func applyClipboard(_ amount: Decimal, to source: InvestmentSource) {
values[source.objectID] = String(format: "%.2f", NSDecimalNumber(decimal: amount).doubleValue)
clipboardAmount = nil
// Advance focus to the next source still pending, so the user can keep going
// (type directly or hop to the next bank app and come back).
if let next = nextEmptySource {
focusedSource = next.objectID
}
}
private func prefillContributions() {
for source in sources {
if let amount = MonthlyContributionStore.contribution(for: source.id) {
@@ -165,6 +244,8 @@ struct QuickUpdateView: View {
for source in sources where values[source.objectID].map({ !$0.isEmpty }) == true {
NotificationService.shared.scheduleReminder(for: source)
}
// Keep the share-extension mirror in sync with what was just saved
SharedQuickUpdateSync.refreshMirror()
dismiss()
} catch {
saveError = error.localizedDescription