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
@@ -0,0 +1,103 @@
import Foundation
// MARK: - App Group bridge (extension side)
//
// KEEP IN SYNC with PortfolioJournal/Utilities/SharedQuickUpdate.swift same
// UserDefaults suite, same keys, same JSON shapes. Duplicated here so the
// extension stays self-contained (no Core Data, no app-target sources).
struct ExtSourceInfo: Codable, Identifiable {
let id: UUID
let name: String
let latestValue: Double
let currencyCode: String
var updatedThisMonth: Bool
}
struct ExtPendingUpdate: Codable {
let sourceId: UUID
let amount: Double
let capturedAt: Date
}
enum ExtSharedStore {
static let appGroupIdentifier = "group.com.alexandrevazquez.portfoliojournal"
private static let mirrorKey = "sharedSourceMirror"
private static let queueKey = "pendingQuickUpdates"
private static var defaults: UserDefaults? {
UserDefaults(suiteName: appGroupIdentifier)
}
static func readMirror() -> [ExtSourceInfo] {
guard let data = defaults?.data(forKey: mirrorKey),
let decoded = try? JSONDecoder().decode([ExtSourceInfo].self, from: data) else { return [] }
return decoded
}
static func appendPending(_ update: ExtPendingUpdate) {
var queue: [ExtPendingUpdate] = []
if let data = defaults?.data(forKey: queueKey),
let decoded = try? JSONDecoder().decode([ExtPendingUpdate].self, from: data) {
queue = decoded
}
queue.append(update)
if let data = try? JSONEncoder().encode(queue) {
defaults?.set(data, forKey: queueKey)
}
// Mark the source as updated so the next share preselects the following one.
var mirror = readMirror()
if let idx = mirror.firstIndex(where: { $0.id == update.sourceId }) {
mirror[idx].updatedThisMonth = true
if let data = try? JSONEncoder().encode(mirror) {
defaults?.set(data, forKey: mirrorKey)
}
}
}
}
// MARK: - Amount parsing (locale-tolerant)
enum ExtAmountParser {
/// Parses strings like "12.345,67 ", "$1,234.56", "1234,5" into a Decimal.
static func parse(_ raw: String) -> Decimal? {
// Strip everything except digits and separators.
let cleaned = raw.filter { $0.isNumber || $0 == "." || $0 == "," }
guard !cleaned.isEmpty else { return nil }
let lastDot = cleaned.lastIndex(of: ".")
let lastComma = cleaned.lastIndex(of: ",")
var normalized = cleaned
switch (lastDot, lastComma) {
case let (dot?, comma?):
// Both present: the LAST one is the decimal separator.
if dot > comma {
normalized = cleaned.replacingOccurrences(of: ",", with: "")
} else {
normalized = cleaned.replacingOccurrences(of: ".", with: "")
.replacingOccurrences(of: ",", with: ".")
}
case (nil, let comma?):
// Only commas: decimal if the trailing group isn't exactly 3 digits.
let trailing = cleaned.distance(from: cleaned.index(after: comma), to: cleaned.endIndex)
if trailing == 3 && cleaned.filter({ $0 == "," }).count > 0 && cleaned.count > 4 {
normalized = cleaned.replacingOccurrences(of: ",", with: "")
} else {
normalized = cleaned.replacingOccurrences(of: ",", with: ".")
}
case (let dot?, nil):
// Only dots: decimal if the trailing group isn't exactly 3 digits.
let trailing = cleaned.distance(from: cleaned.index(after: dot), to: cleaned.endIndex)
if trailing == 3 && cleaned.filter({ $0 == "." }).count > 1 {
normalized = cleaned.replacingOccurrences(of: ".", with: "")
}
case (nil, nil):
break
}
guard let value = Decimal(string: normalized, locale: Locale(identifier: "en_US_POSIX")),
value > 0 else { return nil }
return value
}
}
+39
View File
@@ -0,0 +1,39 @@
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
<plist version="1.0">
<dict>
<key>CFBundleDisplayName</key>
<string>Portfolio Journal</string>
<key>CFBundleExecutable</key>
<string>$(EXECUTABLE_NAME)</string>
<key>CFBundleIdentifier</key>
<string>$(PRODUCT_BUNDLE_IDENTIFIER)</string>
<key>CFBundleInfoDictionaryVersion</key>
<string>6.0</string>
<key>CFBundleName</key>
<string>$(PRODUCT_NAME)</string>
<key>CFBundlePackageType</key>
<string>$(PRODUCT_BUNDLE_PACKAGE_TYPE)</string>
<key>CFBundleShortVersionString</key>
<string>$(MARKETING_VERSION)</string>
<key>CFBundleVersion</key>
<string>$(CURRENT_PROJECT_VERSION)</string>
<key>ITSAppUsesNonExemptEncryption</key>
<false/>
<key>NSExtension</key>
<dict>
<key>NSExtensionAttributes</key>
<dict>
<key>NSExtensionActivationRule</key>
<dict>
<key>NSExtensionActivationSupportsText</key>
<true/>
</dict>
</dict>
<key>NSExtensionPointIdentifier</key>
<string>com.apple.share-services</string>
<key>NSExtensionPrincipalClass</key>
<string>$(PRODUCT_MODULE_NAME).ShareViewController</string>
</dict>
</dict>
</plist>
@@ -0,0 +1,198 @@
import UIKit
import SwiftUI
import UniformTypeIdentifiers
// MARK: - Quick Update share extension
//
// Appears in the share sheet when the user shares/selects text in ANY app (their
// bank, broker). Shows a compact form floating over the host app: pick a source
// (the next one pending this month is preselected), amount prefilled from the
// shared text, save and the user never leaves the bank app. The main app turns
// these captures into real snapshots on its next activation.
@objc(ShareViewController)
final class ShareViewController: UIViewController {
override func viewDidLoad() {
super.viewDidLoad()
view.backgroundColor = .clear
extractSharedText { [weak self] text in
DispatchQueue.main.async {
self?.presentForm(sharedText: text)
}
}
}
private func extractSharedText(completion: @escaping (String?) -> Void) {
let providers = (extensionContext?.inputItems as? [NSExtensionItem])?
.compactMap { $0.attachments }
.flatMap { $0 } ?? []
guard let provider = providers.first(where: {
$0.hasItemConformingToTypeIdentifier(UTType.plainText.identifier)
}) else {
completion(nil)
return
}
provider.loadItem(forTypeIdentifier: UTType.plainText.identifier, options: nil) { item, _ in
completion(item as? String)
}
}
private func presentForm(sharedText: String?) {
let form = QuickUpdateShareView(
sharedText: sharedText,
onDone: { [weak self] in
self?.extensionContext?.completeRequest(returningItems: nil)
},
onCancel: { [weak self] in
self?.extensionContext?.cancelRequest(withError: NSError(
domain: "com.alexandrevazquez.PortfolioJournal.QuickUpdate",
code: NSUserCancelledError
))
}
)
let host = UIHostingController(rootView: form)
host.modalPresentationStyle = .formSheet
if let sheet = host.sheetPresentationController {
sheet.detents = [.medium(), .large()]
sheet.prefersGrabberVisible = true
}
host.isModalInPresentation = true
present(host, animated: true)
}
}
// MARK: - Form
struct QuickUpdateShareView: View {
let sharedText: String?
let onDone: () -> Void
let onCancel: () -> Void
@State private var sources: [ExtSourceInfo] = []
@State private var selectedSourceId: UUID?
@State private var amountText: String = ""
@State private var saved = false
@FocusState private var amountFocused: Bool
private var parsedAmount: Decimal? {
ExtAmountParser.parse(amountText)
}
var body: some View {
NavigationStack {
Group {
if sources.isEmpty {
ContentUnavailableView(
String(localized: "ext_no_sources_title"),
systemImage: "list.bullet",
description: Text(String(localized: "ext_no_sources_body"))
)
} else if saved {
savedConfirmation
} else {
form
}
}
.navigationTitle(String(localized: "ext_title"))
.navigationBarTitleDisplayMode(.inline)
.toolbar {
ToolbarItem(placement: .cancellationAction) {
Button(String(localized: "ext_cancel")) { onCancel() }
}
if !sources.isEmpty && !saved {
ToolbarItem(placement: .confirmationAction) {
Button(String(localized: "ext_save")) { save() }
.disabled(parsedAmount == nil || selectedSourceId == nil)
.fontWeight(.semibold)
}
}
}
}
.onAppear(perform: load)
}
private var form: some View {
Form {
Section(String(localized: "ext_amount_section")) {
TextField(String(localized: "ext_amount_placeholder"), text: $amountText)
.keyboardType(.decimalPad)
.font(.title3.weight(.semibold))
.focused($amountFocused)
}
Section(String(localized: "ext_source_section")) {
ForEach(sources) { source in
Button {
selectedSourceId = source.id
} label: {
HStack {
VStack(alignment: .leading, spacing: 2) {
Text(source.name)
.foregroundColor(.primary)
.font(.subheadline.weight(.medium))
if source.updatedThisMonth {
Text(String(localized: "ext_already_updated"))
.font(.caption2)
.foregroundColor(.secondary)
}
}
Spacer()
if selectedSourceId == source.id {
Image(systemName: "checkmark.circle.fill")
.foregroundColor(.blue)
}
}
}
}
}
}
}
private var savedConfirmation: some View {
VStack(spacing: 14) {
Image(systemName: "checkmark.circle.fill")
.font(.system(size: 52))
.foregroundColor(.green)
Text(String(localized: "ext_saved_title"))
.font(.headline)
Text(String(localized: "ext_saved_body"))
.font(.subheadline)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
}
.padding(32)
.onAppear {
DispatchQueue.main.asyncAfter(deadline: .now() + 1.2) { onDone() }
}
}
private func load() {
var mirror = ExtSharedStore.readMirror()
// Pending-first ordering: the sources still waiting this month come on top.
mirror.sort { a, b in
if a.updatedThisMonth != b.updatedThisMonth { return !a.updatedThisMonth }
return a.name.localizedCaseInsensitiveCompare(b.name) == .orderedAscending
}
sources = mirror
selectedSourceId = mirror.first(where: { !$0.updatedThisMonth })?.id ?? mirror.first?.id
if let sharedText, let parsed = ExtAmountParser.parse(sharedText) {
amountText = "\(parsed)"
} else {
amountFocused = true
}
}
private func save() {
guard let amount = parsedAmount, let sourceId = selectedSourceId else { return }
ExtSharedStore.appendPending(ExtPendingUpdate(
sourceId: sourceId,
amount: NSDecimalNumber(decimal: amount).doubleValue,
capturedAt: Date()
))
withAnimation { saved = true }
}
}
@@ -0,0 +1,11 @@
"ext_title" = "Schnell-Update";
"ext_cancel" = "Abbrechen";
"ext_save" = "Sichern";
"ext_amount_section" = "Betrag";
"ext_amount_placeholder" = "0,00";
"ext_source_section" = "Quelle";
"ext_already_updated" = "Diesen Monat aktualisiert";
"ext_saved_title" = "Gesichert!";
"ext_saved_body" = "Erscheint in Portfolio Journal beim nächsten Öffnen.";
"ext_no_sources_title" = "Noch keine Quellen";
"ext_no_sources_body" = "Öffne Portfolio Journal einmal, damit deine Quellen hier erscheinen.";
@@ -0,0 +1,11 @@
"ext_title" = "Quick Update";
"ext_cancel" = "Cancel";
"ext_save" = "Save";
"ext_amount_section" = "Amount";
"ext_amount_placeholder" = "0.00";
"ext_source_section" = "Source";
"ext_already_updated" = "Updated this month";
"ext_saved_title" = "Saved!";
"ext_saved_body" = "It will appear in Portfolio Journal the next time you open it.";
"ext_no_sources_title" = "No sources yet";
"ext_no_sources_body" = "Open Portfolio Journal once so your sources appear here.";
@@ -0,0 +1,11 @@
"ext_title" = "Actualización rápida";
"ext_cancel" = "Cancelar";
"ext_save" = "Guardar";
"ext_amount_section" = "Importe";
"ext_amount_placeholder" = "0,00";
"ext_source_section" = "Fuente";
"ext_already_updated" = "Actualizada este mes";
"ext_saved_title" = "¡Guardado!";
"ext_saved_body" = "Aparecerá en Portfolio Journal la próxima vez que la abras.";
"ext_no_sources_title" = "Aún no hay fuentes";
"ext_no_sources_body" = "Abre Portfolio Journal una vez para que tus fuentes aparezcan aquí.";
@@ -0,0 +1,11 @@
"ext_title" = "Mise à jour rapide";
"ext_cancel" = "Annuler";
"ext_save" = "Enregistrer";
"ext_amount_section" = "Montant";
"ext_amount_placeholder" = "0,00";
"ext_source_section" = "Source";
"ext_already_updated" = "Déjà à jour ce mois-ci";
"ext_saved_title" = "Enregistré !";
"ext_saved_body" = "Apparaîtra dans Portfolio Journal à la prochaine ouverture.";
"ext_no_sources_title" = "Aucune source";
"ext_no_sources_body" = "Ouvrez Portfolio Journal une fois pour que vos sources apparaissent ici.";
@@ -0,0 +1,11 @@
"ext_title" = "Aggiornamento rapido";
"ext_cancel" = "Annulla";
"ext_save" = "Salva";
"ext_amount_section" = "Importo";
"ext_amount_placeholder" = "0,00";
"ext_source_section" = "Fonte";
"ext_already_updated" = "Aggiornata questo mese";
"ext_saved_title" = "Salvato!";
"ext_saved_body" = "Apparirà in Portfolio Journal alla prossima apertura.";
"ext_no_sources_title" = "Nessuna fonte";
"ext_no_sources_body" = "Apri Portfolio Journal una volta perché le tue fonti appaiano qui.";
@@ -0,0 +1,11 @@
"ext_title" = "クイック更新";
"ext_cancel" = "キャンセル";
"ext_save" = "保存";
"ext_amount_section" = "金額";
"ext_amount_placeholder" = "0";
"ext_source_section" = "投資先";
"ext_already_updated" = "今月更新済み";
"ext_saved_title" = "保存しました";
"ext_saved_body" = "次回Portfolio Journalを開いたときに反映されます。";
"ext_no_sources_title" = "投資先がありません";
"ext_no_sources_body" = "一度Portfolio Journalを開くと、ここに投資先が表示されます。";
@@ -0,0 +1,11 @@
"ext_title" = "Atualização rápida";
"ext_cancel" = "Cancelar";
"ext_save" = "Salvar";
"ext_amount_section" = "Valor";
"ext_amount_placeholder" = "0,00";
"ext_source_section" = "Fonte";
"ext_already_updated" = "Atualizada este mês";
"ext_saved_title" = "Salvo!";
"ext_saved_body" = "Aparecerá no Portfolio Journal na próxima vez que você abrir.";
"ext_no_sources_title" = "Nenhuma fonte";
"ext_no_sources_body" = "Abra o Portfolio Journal uma vez para que suas fontes apareçam aqui.";