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
+145
View File
@@ -15,6 +15,7 @@
0E53752F2F0FD09F00F31390 /* CoreData.framework in Frameworks */ = {isa = PBXBuildFile; fileRef = 0E53752E2F0FD09F00F31390 /* CoreData.framework */; };
0E5375312F0FD12E00F31390 /* GoogleMobileAds in Frameworks */ = {isa = PBXBuildFile; productRef = 0E5375302F0FD12E00F31390 /* GoogleMobileAds */; };
0E5375352F0FD14000F31390 /* FirebaseCrashlytics in Frameworks */ = {isa = PBXBuildFile; productRef = 0E5375342F0FD14000F31390 /* FirebaseCrashlytics */; };
0EQUPD102F40000000000001 /* PortfolioJournalQuickUpdate.appex in Embed Foundation Extensions */ = {isa = PBXBuildFile; fileRef = 0EQUPD012F40000000000001 /* PortfolioJournalQuickUpdate.appex */; settings = {ATTRIBUTES = (RemoveHeadersOnCopy, ); }; };
/* End PBXBuildFile section */
/* Begin PBXContainerItemProxy section */
@@ -39,6 +40,13 @@
remoteGlobalIDString = 0E241E382F0DA93A00283E2F;
remoteInfo = PortfolioJournal;
};
0EQUPD112F40000000000001 /* PBXContainerItemProxy */ = {
isa = PBXContainerItemProxy;
containerPortal = 0E241E312F0DA93A00283E2F /* Project object */;
proxyType = 1;
remoteGlobalIDString = 0EQUPD022F40000000000001;
remoteInfo = PortfolioJournalQuickUpdate;
};
/* End PBXContainerItemProxy section */
/* Begin PBXCopyFilesBuildPhase section */
@@ -49,6 +57,7 @@
dstSubfolderSpec = 13;
files = (
0E241EE22F0DAA3E00283E2F /* PortfolioJournalWidgetExtension.appex in Embed Foundation Extensions */,
0EQUPD102F40000000000001 /* PortfolioJournalQuickUpdate.appex in Embed Foundation Extensions */,
);
name = "Embed Foundation Extensions";
runOnlyForDeploymentPostprocessing = 0;
@@ -64,6 +73,8 @@
0E53752E2F0FD09F00F31390 /* CoreData.framework */ = {isa = PBXFileReference; lastKnownFileType = wrapper.framework; name = CoreData.framework; path = System/Library/Frameworks/CoreData.framework; sourceTree = SDKROOT; };
0ETEST0002F31000000000001 /* PortfolioJournalTests.xctest */ = {isa = PBXFileReference; explicitFileType = wrapper.cfbundle; includeInIndex = 0; path = PortfolioJournalTests.xctest; sourceTree = BUILT_PRODUCTS_DIR; };
0EUITEST002F31000000001 /* PortfolioJournalUITests.xctest */ = {isa = PBXFileReference; explicitFileType = wrapper.cfbundle; includeInIndex = 0; path = PortfolioJournalUITests.xctest; sourceTree = BUILT_PRODUCTS_DIR; };
0EQUPD012F40000000000001 /* PortfolioJournalQuickUpdate.appex */ = {isa = PBXFileReference; explicitFileType = "wrapper.app-extension"; includeInIndex = 0; path = PortfolioJournalQuickUpdate.appex; sourceTree = BUILT_PRODUCTS_DIR; };
0EQUPD142F40000000000001 /* PortfolioJournalQuickUpdateExtension.entitlements */ = {isa = PBXFileReference; lastKnownFileType = text.plist.entitlements; path = PortfolioJournalQuickUpdateExtension.entitlements; sourceTree = "<group>"; };
/* End PBXFileReference section */
/* Begin PBXFileSystemSynchronizedBuildFileExceptionSet section */
@@ -88,6 +99,13 @@
);
target = 0E241ECB2F0DAA3C00283E2F /* PortfolioJournalWidgetExtension */;
};
0EQUPD132F40000000000001 /* Exceptions for "PortfolioJournalQuickUpdate" folder in "PortfolioJournalQuickUpdate" target */ = {
isa = PBXFileSystemSynchronizedBuildFileExceptionSet;
membershipExceptions = (
Info.plist,
);
target = 0EQUPD022F40000000000001 /* PortfolioJournalQuickUpdate */;
};
/* End PBXFileSystemSynchronizedBuildFileExceptionSet section */
/* Begin PBXFileSystemSynchronizedRootGroup section */
@@ -118,6 +136,14 @@
path = PortfolioJournalUITests;
sourceTree = "<group>";
};
0EQUPD032F40000000000001 /* PortfolioJournalQuickUpdate */ = {
isa = PBXFileSystemSynchronizedRootGroup;
exceptions = (
0EQUPD132F40000000000001 /* Exceptions for "PortfolioJournalQuickUpdate" folder in "PortfolioJournalQuickUpdate" target */,
);
path = PortfolioJournalQuickUpdate;
sourceTree = "<group>";
};
/* End PBXFileSystemSynchronizedRootGroup section */
/* Begin PBXFrameworksBuildPhase section */
@@ -156,6 +182,13 @@
);
runOnlyForDeploymentPostprocessing = 0;
};
0EQUPD052F40000000000001 /* Frameworks */ = {
isa = PBXFrameworksBuildPhase;
buildActionMask = 2147483647;
files = (
);
runOnlyForDeploymentPostprocessing = 0;
};
/* End PBXFrameworksBuildPhase section */
/* Begin PBXGroup section */
@@ -163,8 +196,10 @@
isa = PBXGroup;
children = (
0E241EED2F0DAC7D00283E2F /* PortfolioJournalWidgetExtension.entitlements */,
0EQUPD142F40000000000001 /* PortfolioJournalQuickUpdateExtension.entitlements */,
0E241E3B2F0DA93A00283E2F /* PortfolioJournal */,
0E241ED22F0DAA3C00283E2F /* PortfolioJournalWidget */,
0EQUPD032F40000000000001 /* PortfolioJournalQuickUpdate */,
0ETEST0032F31000000000001 /* PortfolioJournalTests */,
0EUITEST032F31000000001 /* PortfolioJournalUITests */,
0E241ECD2F0DAA3C00283E2F /* Frameworks */,
@@ -177,6 +212,7 @@
children = (
0E241E392F0DA93A00283E2F /* PortfolioJournal.app */,
0E241ECC2F0DAA3C00283E2F /* PortfolioJournalWidgetExtension.appex */,
0EQUPD012F40000000000001 /* PortfolioJournalQuickUpdate.appex */,
0ETEST0002F31000000000001 /* PortfolioJournalTests.xctest */,
0EUITEST002F31000000001 /* PortfolioJournalUITests.xctest */,
);
@@ -210,6 +246,7 @@
);
dependencies = (
0E241EE12F0DAA3E00283E2F /* PBXTargetDependency */,
0EQUPD122F40000000000001 /* PBXTargetDependency */,
);
fileSystemSynchronizedGroups = (
0E241E3B2F0DA93A00283E2F /* PortfolioJournal */,
@@ -293,6 +330,28 @@
productReference = 0EUITEST002F31000000001 /* PortfolioJournalUITests.xctest */;
productType = "com.apple.product-type.bundle.ui-testing";
};
0EQUPD022F40000000000001 /* PortfolioJournalQuickUpdate */ = {
isa = PBXNativeTarget;
buildConfigurationList = 0EQUPD072F40000000000001 /* Build configuration list for PBXNativeTarget "PortfolioJournalQuickUpdate" */;
buildPhases = (
0EQUPD042F40000000000001 /* Sources */,
0EQUPD052F40000000000001 /* Frameworks */,
0EQUPD062F40000000000001 /* Resources */,
);
buildRules = (
);
dependencies = (
);
fileSystemSynchronizedGroups = (
0EQUPD032F40000000000001 /* PortfolioJournalQuickUpdate */,
);
name = PortfolioJournalQuickUpdate;
packageProductDependencies = (
);
productName = PortfolioJournalQuickUpdate;
productReference = 0EQUPD012F40000000000001 /* PortfolioJournalQuickUpdate.appex */;
productType = "com.apple.product-type.app-extension";
};
/* End PBXNativeTarget section */
/* Begin PBXProject section */
@@ -309,6 +368,9 @@
0E241ECB2F0DAA3C00283E2F = {
CreatedOnToolsVersion = 26.2;
};
0EQUPD022F40000000000001 = {
CreatedOnToolsVersion = 26.2;
};
0ETEST0012F31000000000001 = {
CreatedOnToolsVersion = 26.2;
TestTargetID = 0E241E382F0DA93A00283E2F;
@@ -341,6 +403,7 @@
targets = (
0E241E382F0DA93A00283E2F /* PortfolioJournal */,
0E241ECB2F0DAA3C00283E2F /* PortfolioJournalWidgetExtension */,
0EQUPD022F40000000000001 /* PortfolioJournalQuickUpdate */,
0ETEST0012F31000000000001 /* PortfolioJournalTests */,
0EUITEST012F31000000001 /* PortfolioJournalUITests */,
);
@@ -376,6 +439,13 @@
);
runOnlyForDeploymentPostprocessing = 0;
};
0EQUPD062F40000000000001 /* Resources */ = {
isa = PBXResourcesBuildPhase;
buildActionMask = 2147483647;
files = (
);
runOnlyForDeploymentPostprocessing = 0;
};
/* End PBXResourcesBuildPhase section */
/* Begin PBXSourcesBuildPhase section */
@@ -407,6 +477,13 @@
);
runOnlyForDeploymentPostprocessing = 0;
};
0EQUPD042F40000000000001 /* Sources */ = {
isa = PBXSourcesBuildPhase;
buildActionMask = 2147483647;
files = (
);
runOnlyForDeploymentPostprocessing = 0;
};
/* End PBXSourcesBuildPhase section */
/* Begin PBXShellScriptBuildPhase section */
@@ -448,6 +525,11 @@
target = 0E241E382F0DA93A00283E2F /* PortfolioJournal */;
targetProxy = 0E481F2D2F2E958100CF94C5 /* PBXContainerItemProxy */;
};
0EQUPD122F40000000000001 /* PBXTargetDependency */ = {
isa = PBXTargetDependency;
target = 0EQUPD022F40000000000001 /* PortfolioJournalQuickUpdate */;
targetProxy = 0EQUPD112F40000000000001 /* PBXContainerItemProxy */;
};
/* End PBXTargetDependency section */
/* Begin XCBuildConfiguration section */
@@ -808,6 +890,60 @@
};
name = Release;
};
0EQUPD082F40000000000001 /* Debug */ = {
isa = XCBuildConfiguration;
buildSettings = {
CODE_SIGN_ENTITLEMENTS = PortfolioJournalQuickUpdateExtension.entitlements;
CODE_SIGN_STYLE = Automatic;
CURRENT_PROJECT_VERSION = 46;
DEVELOPMENT_TEAM = 2825Q76T7H;
GENERATE_INFOPLIST_FILE = NO;
INFOPLIST_FILE = PortfolioJournalQuickUpdate/Info.plist;
INFOPLIST_KEY_CFBundleDisplayName = "Portfolio Journal";
INFOPLIST_KEY_NSHumanReadableCopyright = "";
IPHONEOS_DEPLOYMENT_TARGET = 17.6;
LD_RUNPATH_SEARCH_PATHS = (
"$(inherited)",
"@executable_path/Frameworks",
"@executable_path/../../Frameworks",
);
MARKETING_VERSION = 1.4.1;
PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.PortfolioJournal.QuickUpdate;
PRODUCT_NAME = "$(TARGET_NAME)";
SKIP_INSTALL = YES;
SWIFT_EMIT_LOC_STRINGS = YES;
SWIFT_VERSION = 5.0;
TARGETED_DEVICE_FAMILY = "1,2";
};
name = Debug;
};
0EQUPD092F40000000000001 /* Release */ = {
isa = XCBuildConfiguration;
buildSettings = {
CODE_SIGN_ENTITLEMENTS = PortfolioJournalQuickUpdateExtension.entitlements;
CODE_SIGN_STYLE = Automatic;
CURRENT_PROJECT_VERSION = 46;
DEVELOPMENT_TEAM = 2825Q76T7H;
GENERATE_INFOPLIST_FILE = NO;
INFOPLIST_FILE = PortfolioJournalQuickUpdate/Info.plist;
INFOPLIST_KEY_CFBundleDisplayName = "Portfolio Journal";
INFOPLIST_KEY_NSHumanReadableCopyright = "";
IPHONEOS_DEPLOYMENT_TARGET = 17.6;
LD_RUNPATH_SEARCH_PATHS = (
"$(inherited)",
"@executable_path/Frameworks",
"@executable_path/../../Frameworks",
);
MARKETING_VERSION = 1.4.1;
PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.PortfolioJournal.QuickUpdate;
PRODUCT_NAME = "$(TARGET_NAME)";
SKIP_INSTALL = YES;
SWIFT_EMIT_LOC_STRINGS = YES;
SWIFT_VERSION = 5.0;
TARGETED_DEVICE_FAMILY = "1,2";
};
name = Release;
};
/* End XCBuildConfiguration section */
/* Begin XCConfigurationList section */
@@ -856,6 +992,15 @@
defaultConfigurationIsVisible = 0;
defaultConfigurationName = Release;
};
0EQUPD072F40000000000001 /* Build configuration list for PBXNativeTarget "PortfolioJournalQuickUpdate" */ = {
isa = XCConfigurationList;
buildConfigurations = (
0EQUPD082F40000000000001 /* Debug */,
0EQUPD092F40000000000001 /* Release */,
);
defaultConfigurationIsVisible = 0;
defaultConfigurationName = Release;
};
/* End XCConfigurationList section */
/* Begin XCRemoteSwiftPackageReference section */
@@ -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) {
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
@@ -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.";
@@ -0,0 +1,10 @@
<?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>com.apple.security.application-groups</key>
<array>
<string>group.com.alexandrevazquez.portfoliojournal</string>
</array>
</dict>
</plist>
+6
View File
@@ -106,12 +106,18 @@ EOF
archive_app() {
echo "==> Archivando ${SCHEME}"
# -allowProvisioningUpdates con API key: permite registrar bundle ids nuevos
# (p.ej. extensiones recién añadidas) y crear sus perfiles durante el archive.
xcodebuild \
-project "$PROJECT_PATH" \
-scheme "$SCHEME" \
-configuration "$CONFIGURATION" \
-archivePath "$ARCHIVE_PATH" \
-destination "generic/platform=iOS" \
-allowProvisioningUpdates \
-authenticationKeyPath "$P8_PATH" \
-authenticationKeyID "$KEY_ID" \
-authenticationKeyIssuerID "$ISSUER_ID" \
clean archive
}