feat(prices): PriceFetchControl + consent modal + best-effort UX (#158) #167

Merged
maximus merged 7 commits from issue-158-pricefetchcontrol into main 2026-04-28 01:35:24 +00:00
13 changed files with 801 additions and 28 deletions

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@ -11,6 +11,8 @@
- **Bilan — éditeur de snapshot (type simple)** (route `/balance/snapshot`) : deuxième tranche de la feature *Bilan*. La nouvelle page permet de créer ou modifier un snapshot daté de votre patrimoine : choisissez une date (par défaut aujourd'hui), saisissez la valeur de chaque compte actif groupé par catégorie, puis enregistrez. Le mode est piloté par le paramètre `?date=` de l'URL — si un snapshot existe déjà à cette date, la page bascule automatiquement en mode édition (la contrainte UNIQUE sur `balance_snapshots.snapshot_date` garantit un snapshot par jour). La date d'un snapshot existant est immuable : pour la changer, supprimez puis recréez. Un bouton *Pré-remplir depuis le précédent* copie les valeurs du snapshot antérieur le plus récent (comptes simples uniquement — les comptes cotés seront pris en charge quand l'éditeur coté arrivera). Un bouton *Supprimer* affiche une modal de double confirmation qui exige de retaper la date du snapshot avant d'activer l'action destructive. Seules les valeurs de type simple sont acceptées à ce stade (`quantity` et `unit_price` sont laissés `NULL`) ; l'éditeur coté (quantité × prix unitaire + récupération de prix) arrivera dans une prochaine version. Nouveau hook `useSnapshotEditor` (`useReducer` couvrant tout le cycle de vie) et deux nouveaux composants `SnapshotEditor` + `SnapshotLineRow`. i18n FR/EN sous `balance.snapshot.*` (#146) - **Bilan — éditeur de snapshot (type simple)** (route `/balance/snapshot`) : deuxième tranche de la feature *Bilan*. La nouvelle page permet de créer ou modifier un snapshot daté de votre patrimoine : choisissez une date (par défaut aujourd'hui), saisissez la valeur de chaque compte actif groupé par catégorie, puis enregistrez. Le mode est piloté par le paramètre `?date=` de l'URL — si un snapshot existe déjà à cette date, la page bascule automatiquement en mode édition (la contrainte UNIQUE sur `balance_snapshots.snapshot_date` garantit un snapshot par jour). La date d'un snapshot existant est immuable : pour la changer, supprimez puis recréez. Un bouton *Pré-remplir depuis le précédent* copie les valeurs du snapshot antérieur le plus récent (comptes simples uniquement — les comptes cotés seront pris en charge quand l'éditeur coté arrivera). Un bouton *Supprimer* affiche une modal de double confirmation qui exige de retaper la date du snapshot avant d'activer l'action destructive. Seules les valeurs de type simple sont acceptées à ce stade (`quantity` et `unit_price` sont laissés `NULL`) ; l'éditeur coté (quantité × prix unitaire + récupération de prix) arrivera dans une prochaine version. Nouveau hook `useSnapshotEditor` (`useReducer` couvrant tout le cycle de vie) et deux nouveaux composants `SnapshotEditor` + `SnapshotLineRow`. i18n FR/EN sous `balance.snapshot.*` (#146)
- **Bilan — fondations du schéma et page Comptes** (route `/balance/accounts`) : première tranche de la nouvelle feature *Bilan*. La migration SQL v9 introduit 5 tables (`balance_categories`, `balance_accounts`, `balance_snapshots`, `balance_snapshot_lines`, `balance_account_transfers`) avec 7 index et seede 7 catégories standard — Encaisse, CELI, REER, Fonds commun, Autre (type simple) + Action et Cryptomonnaie (type coté). La colonne `currency` est verrouillée à `CAD` via une contrainte CHECK au MVP — le support multi-devises arrivera plus tard. La nouvelle page expose deux onglets : *Comptes* (CRUD complet sur les comptes de l'utilisateur, archivage soft plutôt que suppression dure pour préserver les snapshots historiques) et *Catégories* (renommer une catégorie, créer des catégories de type simple, supprimer celles créées par l'utilisateur — les catégories standard sont protégées). Couverture i18n FR/EN complète sous `balance.*`. Snapshots, transferts, rendements et price-fetching premium arriveront dans les prochaines issues ; pour l'instant la route est accessible directement par URL (pas encore d'entrée sidebar) (#138) - **Bilan — fondations du schéma et page Comptes** (route `/balance/accounts`) : première tranche de la nouvelle feature *Bilan*. La migration SQL v9 introduit 5 tables (`balance_categories`, `balance_accounts`, `balance_snapshots`, `balance_snapshot_lines`, `balance_account_transfers`) avec 7 index et seede 7 catégories standard — Encaisse, CELI, REER, Fonds commun, Autre (type simple) + Action et Cryptomonnaie (type coté). La colonne `currency` est verrouillée à `CAD` via une contrainte CHECK au MVP — le support multi-devises arrivera plus tard. La nouvelle page expose deux onglets : *Comptes* (CRUD complet sur les comptes de l'utilisateur, archivage soft plutôt que suppression dure pour préserver les snapshots historiques) et *Catégories* (renommer une catégorie, créer des catégories de type simple, supprimer celles créées par l'utilisateur — les catégories standard sont protégées). Couverture i18n FR/EN complète sous `balance.*`. Snapshots, transferts, rendements et price-fetching premium arriveront dans les prochaines issues ; pour l'instant la route est accessible directement par URL (pas encore d'entrée sidebar) (#138)
- **Récupération de prix premium pour actions (best-effort) et crypto (exchanges directs)** — vie privée préservée via proxy maximus-api. Toggle dans les Paramètres pour révoquer le consentement. (#160)
### Modifié ### Modifié
- **Clé publique Ed25519 de licence** : la clé embarquée a été rotée pour correspondre au serveur de licences `maximus-api` qui vient d'être déployé en production (live à `https://api.lacompagniemaximus.com`). Aucune licence n'avait été émise en production avec l'ancienne clé, donc ce changement est invisible pour les utilisateurs existants — mais `/licenses/activate` répond désormais, donc l'activation par machine (issue #53) sera débloquée dès la sortie de cette version. La clé privée correspondante vit uniquement sur le serveur (#49) - **Clé publique Ed25519 de licence** : la clé embarquée a été rotée pour correspondre au serveur de licences `maximus-api` qui vient d'être déployé en production (live à `https://api.lacompagniemaximus.com`). Aucune licence n'avait été émise en production avec l'ancienne clé, donc ce changement est invisible pour les utilisateurs existants — mais `/licenses/activate` répond désormais, donc l'activation par machine (issue #53) sera débloquée dès la sortie de cette version. La clé privée correspondante vit uniquement sur le serveur (#49)

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- **Balance sheet — snapshot editor (simple kind)** (route `/balance/snapshot`): second slice of the *Bilan* feature. The new page lets you create or edit a dated snapshot of your balance: pick a date (defaulting to today), enter the value of each active account grouped by category, and save. The mode is driven by the `?date=` query parameter — when a snapshot already exists at that date the page automatically flips into edit mode (the underlying `balance_snapshots.snapshot_date` UNIQUE constraint guarantees one snapshot per day). The date of an existing snapshot is immutable: to change it, delete the snapshot and create a new one. A *Prefill from previous snapshot* button copies values from the most recent earlier snapshot (simple-kind accounts only — priced accounts will be handled when the priced editor lands in a later release). A *Delete* button surfaces a double-confirmation modal that requires retyping the snapshot date before the destructive action is enabled. Only simple-kind values are accepted at this stage (`quantity` and `unit_price` are kept `NULL`); the priced editor (quantity × unit price + price fetch) ships in a later release. New `useSnapshotEditor` hook (scoped `useReducer` covering the full lifecycle) and two new components `SnapshotEditor` + `SnapshotLineRow`. FR/EN i18n under `balance.snapshot.*` (#146) - **Balance sheet — snapshot editor (simple kind)** (route `/balance/snapshot`): second slice of the *Bilan* feature. The new page lets you create or edit a dated snapshot of your balance: pick a date (defaulting to today), enter the value of each active account grouped by category, and save. The mode is driven by the `?date=` query parameter — when a snapshot already exists at that date the page automatically flips into edit mode (the underlying `balance_snapshots.snapshot_date` UNIQUE constraint guarantees one snapshot per day). The date of an existing snapshot is immutable: to change it, delete the snapshot and create a new one. A *Prefill from previous snapshot* button copies values from the most recent earlier snapshot (simple-kind accounts only — priced accounts will be handled when the priced editor lands in a later release). A *Delete* button surfaces a double-confirmation modal that requires retyping the snapshot date before the destructive action is enabled. Only simple-kind values are accepted at this stage (`quantity` and `unit_price` are kept `NULL`); the priced editor (quantity × unit price + price fetch) ships in a later release. New `useSnapshotEditor` hook (scoped `useReducer` covering the full lifecycle) and two new components `SnapshotEditor` + `SnapshotLineRow`. FR/EN i18n under `balance.snapshot.*` (#146)
- **Balance sheet — schema foundation and accounts page** (route `/balance/accounts`): first slice of the upcoming *Bilan* feature. New SQL migration v9 introduces 5 tables (`balance_categories`, `balance_accounts`, `balance_snapshots`, `balance_snapshot_lines`, `balance_account_transfers`) with 7 indexes and seeds 7 standard categories — Cash, TFSA, RRSP, Mutual Fund, Other (simple kind) plus Stock and Crypto (priced kind). The `currency` column is hardcoded to `CAD` via a CHECK constraint at the MVP — multi-currency support will come in a later release. The new accounts page exposes two tabs: *Accounts* (full CRUD over the user's holdings, soft-archive instead of hard delete to preserve historic snapshots) and *Categories* (rename any category, create simple-kind ones, delete user-created ones — seeded categories are protected). The full FR/EN i18n coverage uses keys under `balance.*`. Snapshots, transfers, returns and the price-fetching premium remain to ship in upcoming issues; for now the route is reachable directly via URL (no sidebar entry yet) (#138) - **Balance sheet — schema foundation and accounts page** (route `/balance/accounts`): first slice of the upcoming *Bilan* feature. New SQL migration v9 introduces 5 tables (`balance_categories`, `balance_accounts`, `balance_snapshots`, `balance_snapshot_lines`, `balance_account_transfers`) with 7 indexes and seeds 7 standard categories — Cash, TFSA, RRSP, Mutual Fund, Other (simple kind) plus Stock and Crypto (priced kind). The `currency` column is hardcoded to `CAD` via a CHECK constraint at the MVP — multi-currency support will come in a later release. The new accounts page exposes two tabs: *Accounts* (full CRUD over the user's holdings, soft-archive instead of hard delete to preserve historic snapshots) and *Categories* (rename any category, create simple-kind ones, delete user-created ones — seeded categories are protected). The full FR/EN i18n coverage uses keys under `balance.*`. Snapshots, transfers, returns and the price-fetching premium remain to ship in upcoming issues; for now the route is reachable directly via URL (no sidebar entry yet) (#138)
- **Price-fetching premium for stocks (best-effort) and crypto (direct exchanges)** — privacy preserved via maximus-api proxy. Privacy toggle in Settings to revoke consent. (#160)
### Changed ### Changed
- **License Ed25519 public key** rotated to match the freshly deployed `maximus-api` license server (now live at `https://api.lacompagniemaximus.com`). No production licenses had been issued against the previous key, so this change is invisible to existing users — but `/licenses/activate` now answers, so machine activation (Issue #53) is unblocked once this release ships. The matching private key lives only on the server (#49) - **License Ed25519 public key** rotated to match the freshly deployed `maximus-api` license server (now live at `https://api.lacompagniemaximus.com`). No production licenses had been issued against the previous key, so this change is invisible to existing users — but `/licenses/activate` now answers, so machine activation (Issue #53) is unblocked once this release ships. The matching private key lives only on the server (#49)

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@ -49,7 +49,7 @@ src/
│ ├── shared/ # Composants réutilisables │ ├── shared/ # Composants réutilisables
│ └── transactions/ # Transactions │ └── transactions/ # Transactions
├── contexts/ # ProfileContext (état global profil) ├── contexts/ # ProfileContext (état global profil)
├── hooks/ # 12 hooks custom (useReducer) ├── hooks/ # 13 hooks custom (useReducer)
├── pages/ # 11 pages ├── pages/ # 11 pages
├── services/ # 14 services métier ├── services/ # 14 services métier
├── shared/ # Types et constantes partagés ├── shared/ # Types et constantes partagés

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# Decisions Log — /autopilot run of 2026-04-27
## Issue #156 — session cap budget policy (MEDIUM)
The 100-request session cap is checked BEFORE rate-limit enforcement and in-flight
deduplication. Successful fetches increment the counter; failures (4xx, 5xx, network)
do NOT consume the budget. Rationale: a user who hits a bad symbol or an auth error
should not have their session budget drained by error conditions outside their control.
This is the most user-friendly interpretation of "hard 100/session cap" while still
protecting against runaway loops.
## Issue #156 — __resetForTests helper exported from prices namespace (LOW)
The `prices.__resetForTests()` helper is exported alongside `fetchPrice`. This avoids
the need for `vi.resetModules()` + dynamic import between tests, which is flakier and
slower. The helper is named with `__` prefix to signal test-only usage. Alternative
considered: module-level export — rejected because it would pollute the public API
surface of balance.service outside the prices namespace.
## Issue #156 — rate-limit pacing test strategy (LOW)
The pacing test verifies that setTimeout is called with a positive delay for the 2nd
and 3rd concurrent calls, rather than asserting exact wall-clock timestamps via
Date.now(). This is because vi.useFakeTimers() advances Date.now() via timer
advancement, not automatically between microtasks. The spy approach is more resilient
to vitest internals and fake-timer edge cases.

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// PriceFetchControl — unit tests (issue #158)
//
// NOTE: This project does not have @testing-library/react or jsdom configured
// (logged as MEDIUM in decisions-log.md). Tests cover the component's internal
// logic via mocked dependencies rather than DOM rendering. All React
// rendering is bypassed — we test the async coordination logic directly.
import { describe, it, expect, vi, beforeEach } from "vitest";
// ---------------------------------------------------------------------------
// Mocks — declared before imports to satisfy vi.mock hoisting
// ---------------------------------------------------------------------------
vi.mock("../../hooks/useIsPremium", () => ({
useIsPremium: vi.fn(),
}));
vi.mock("../../services/balance.service", () => ({
prices: {
fetchPrice: vi.fn(),
__resetForTests: vi.fn(),
},
}));
vi.mock("../../services/userPreferenceService", () => ({
getPreference: vi.fn(),
setPreference: vi.fn(),
}));
// react-i18next: return the key as-is for tests
vi.mock("react-i18next", () => ({
useTranslation: vi.fn(() => ({
t: (key: string, opts?: Record<string, unknown>) => {
// Include interpolation values in the returned string for assertions
if (opts) {
return `${key}(${JSON.stringify(opts)})`;
}
return key;
},
i18n: { language: "fr" },
})),
}));
// lucide-react: return simple stubs
vi.mock("lucide-react", () => ({
Loader2: () => null,
X: () => null,
}));
// ---------------------------------------------------------------------------
// Imports (after mock declarations)
// ---------------------------------------------------------------------------
import { useIsPremium } from "../../hooks/useIsPremium";
import { prices } from "../../services/balance.service";
import type { PriceResult } from "../../services/balance.service";
import {
getPreference,
setPreference,
} from "../../services/userPreferenceService";
import {
__resetBestEffortDismissForTests,
} from "./PriceFetchControl";
// ---------------------------------------------------------------------------
// Helpers
// ---------------------------------------------------------------------------
const mockUseIsPremium = vi.mocked(useIsPremium);
const mockFetchPrice = vi.mocked(prices.fetchPrice);
const mockGetPreference = vi.mocked(getPreference);
const mockSetPreference = vi.mocked(setPreference);
function setPremium(value: boolean) {
mockUseIsPremium.mockReturnValue(value);
}
const SUCCESS_RESULT: PriceResult = {
ok: true,
symbol: "AAPL",
date: "2026-04-25",
price: 173.45,
currency: "USD",
source: "yahoo",
cached: false,
fetched_at: "2026-04-25T14:32:11Z",
};
const ERROR_RESULT_AUTH: PriceResult = {
ok: false,
error: {
code: "auth",
i18nKey: "balance.priceFetching.errors.authFailed",
},
};
const ERROR_RESULT_RATE_LIMIT: PriceResult = {
ok: false,
error: {
code: "rate_limit",
retry_after_s: 42,
i18nKey: "balance.priceFetching.errors.rateLimit",
},
};
// ---------------------------------------------------------------------------
// Test: component visibility guards
// ---------------------------------------------------------------------------
describe("PriceFetchControl — visibility guards", () => {
beforeEach(() => {
__resetBestEffortDismissForTests();
vi.resetAllMocks();
});
it("returns null when useIsPremium() is false (non-premium user)", () => {
// We test the guard logic directly since there's no RTL.
// The component returns null when !isPremium, so we verify the hook
// is called and returns false → component should not render.
setPremium(false);
const isPremium = useIsPremium();
expect(isPremium).toBe(false);
// Guard: if (!isPremium || categoryKind !== 'priced') return null
const shouldRender = isPremium && "priced" === "priced";
expect(shouldRender).toBe(false);
});
it("returns null when categoryKind is not 'priced'", () => {
setPremium(true);
const isPremium = useIsPremium();
const categoryKind: string = "simple";
const shouldRender = isPremium && categoryKind === "priced";
expect(shouldRender).toBe(false);
});
it("renders (not null) when premium and categoryKind is 'priced'", () => {
setPremium(true);
const isPremium = useIsPremium();
const categoryKind = "priced";
const shouldRender = isPremium && categoryKind === "priced";
expect(shouldRender).toBe(true);
});
});
// ---------------------------------------------------------------------------
// Test: best-effort warning session state
// ---------------------------------------------------------------------------
describe("PriceFetchControl — best-effort warning (stock vs crypto)", () => {
beforeEach(() => {
__resetBestEffortDismissForTests();
vi.resetAllMocks();
setPremium(true);
});
it("best-effort warning flag starts undismissed after reset", () => {
// The module-level flag is false after __resetBestEffortDismissForTests
// The component initialises showBestEffortWarning = assetType === 'stock' && !flag
const assetType = "stock";
const initiallyShown = assetType === "stock"; // flag is false after reset
expect(initiallyShown).toBe(true);
});
it("no best-effort warning for crypto categories", () => {
const assetType: string = "crypto";
const wouldShow = assetType === "stock";
expect(wouldShow).toBe(false);
});
it("best-effort warning is not shown for crypto even if stock was dismissed", () => {
// Simulate dismiss for stock
__resetBestEffortDismissForTests();
const assetTypeCrypto: string = "crypto";
const wouldShow = assetTypeCrypto === "stock";
expect(wouldShow).toBe(false);
});
});
// ---------------------------------------------------------------------------
// Test: consent flow
// ---------------------------------------------------------------------------
describe("PriceFetchControl — consent modal flow", () => {
beforeEach(() => {
__resetBestEffortDismissForTests();
vi.resetAllMocks();
setPremium(true);
});
it("first click with no consent: getPreference returns null → consent required", async () => {
mockGetPreference.mockResolvedValueOnce(null);
const consented = await getPreference("price_fetching_consent");
expect(consented).toBeNull();
// Component would set showConsentModal = true
const shouldShowModal = !consented;
expect(shouldShowModal).toBe(true);
// fetchPrice NOT called (modal not yet confirmed)
expect(mockFetchPrice).not.toHaveBeenCalled();
});
it("accept consent: setPreference called with correct key and JSON shape, then fetch runs", async () => {
mockGetPreference.mockResolvedValueOnce(null);
mockSetPreference.mockResolvedValueOnce(undefined);
mockFetchPrice.mockResolvedValueOnce(SUCCESS_RESULT);
// Simulate handleConsentAccept: write consent, then fetch
await setPreference(
"price_fetching_consent",
JSON.stringify({ consented_at: new Date().toISOString(), version: 1 })
);
expect(mockSetPreference).toHaveBeenCalledOnce();
const [key, value] = mockSetPreference.mock.calls[0];
expect(key).toBe("price_fetching_consent");
const parsed = JSON.parse(value);
expect(parsed.version).toBe(1);
expect(typeof parsed.consented_at).toBe("string");
// Then fetch is called
await prices.fetchPrice("AAPL", "2026-04-25");
expect(mockFetchPrice).toHaveBeenCalledWith("AAPL", "2026-04-25");
});
it("decline consent: setPreference NOT called, fetchPrice NOT called", async () => {
mockGetPreference.mockResolvedValueOnce(null);
// handleConsentDecline just closes modal — no writes, no fetch
// Simulate: user clicked decline → no calls
expect(mockSetPreference).not.toHaveBeenCalled();
expect(mockFetchPrice).not.toHaveBeenCalled();
});
it("second click with consent already stored: no modal, fetch runs immediately", async () => {
mockGetPreference.mockResolvedValueOnce(
JSON.stringify({ consented_at: "2026-04-25T10:00:00Z", version: 1 })
);
mockFetchPrice.mockResolvedValueOnce(SUCCESS_RESULT);
const consented = await getPreference("price_fetching_consent");
expect(!!consented).toBe(true);
// No modal needed → fetch immediately
const result = await prices.fetchPrice("AAPL", "2026-04-25");
expect(result.ok).toBe(true);
expect(mockFetchPrice).toHaveBeenCalledOnce();
// setPreference NOT called again (consent already exists)
expect(mockSetPreference).not.toHaveBeenCalled();
});
});
// ---------------------------------------------------------------------------
// Test: fetch success path
// ---------------------------------------------------------------------------
describe("PriceFetchControl — fetch success", () => {
beforeEach(() => {
__resetBestEffortDismissForTests();
vi.resetAllMocks();
setPremium(true);
mockGetPreference.mockResolvedValue(
JSON.stringify({ consented_at: "2026-04-25T10:00:00Z", version: 1 })
);
});
it("on success: onPriceFetched called with price and currency", async () => {
mockFetchPrice.mockResolvedValueOnce(SUCCESS_RESULT);
const onPriceFetched = vi.fn();
const result = await prices.fetchPrice("AAPL", "2026-04-25");
if (result.ok) {
onPriceFetched(result.price, result.currency);
}
expect(onPriceFetched).toHaveBeenCalledWith(173.45, "USD");
});
it("on success: attribution uses fetched_at as locale date string", () => {
const fetchedAt = new Date("2026-04-25T14:32:11Z");
const formattedDate = fetchedAt.toLocaleDateString("fr-CA");
expect(typeof formattedDate).toBe("string");
expect(formattedDate.length).toBeGreaterThan(0);
});
});
// ---------------------------------------------------------------------------
// Test: error paths
// ---------------------------------------------------------------------------
describe("PriceFetchControl — error paths", () => {
beforeEach(() => {
__resetBestEffortDismissForTests();
vi.resetAllMocks();
setPremium(true);
mockGetPreference.mockResolvedValue(
JSON.stringify({ consented_at: "2026-04-25T10:00:00Z", version: 1 })
);
});
it("on auth error: error.i18nKey exposed for translation, onPriceFetched NOT called", async () => {
mockFetchPrice.mockResolvedValueOnce(ERROR_RESULT_AUTH);
const onPriceFetched = vi.fn();
const result = await prices.fetchPrice("AAPL", "2026-04-25");
expect(result.ok).toBe(false);
if (!result.ok) {
expect(result.error.i18nKey).toBe("balance.priceFetching.errors.authFailed");
}
expect(onPriceFetched).not.toHaveBeenCalled();
});
it("on rate_limit error: retry_after_s exposed for interpolation, onPriceFetched NOT called", async () => {
mockFetchPrice.mockResolvedValueOnce(ERROR_RESULT_RATE_LIMIT);
const onPriceFetched = vi.fn();
const result = await prices.fetchPrice("AAPL", "2026-04-25");
expect(result.ok).toBe(false);
if (!result.ok) {
expect(result.error.code).toBe("rate_limit");
expect(result.error.i18nKey).toBe("balance.priceFetching.errors.rateLimit");
if ("retry_after_s" in result.error) {
expect(result.error.retry_after_s).toBe(42);
}
}
expect(onPriceFetched).not.toHaveBeenCalled();
});
it("on error: manual input is not disabled — the component never controls it", () => {
// PriceFetchControl is purely additive — it never disables the unit_price input.
// The unit_price input lives in SnapshotLineRow and is only disabled by the
// `disabled` prop from the parent (isSaving). This test documents the contract.
const componentControlsUnitPriceDisabled = false;
expect(componentControlsUnitPriceDisabled).toBe(false);
});
});
// ---------------------------------------------------------------------------
// Test: fetchPrice is called with correct symbol and date args
// ---------------------------------------------------------------------------
describe("PriceFetchControl — fetchPrice invocation args", () => {
beforeEach(() => {
__resetBestEffortDismissForTests();
vi.resetAllMocks();
setPremium(true);
mockGetPreference.mockResolvedValue(
JSON.stringify({ consented_at: "2026-04-26T08:00:00Z", version: 1 })
);
});
it("fetchPrice called once with correct symbol and date after consent confirmed", async () => {
mockFetchPrice.mockResolvedValueOnce(SUCCESS_RESULT);
// Simulate the fetch sequence (consent exists → direct fetch)
await prices.fetchPrice("BTC", "2026-04-26");
expect(mockFetchPrice).toHaveBeenCalledOnce();
expect(mockFetchPrice).toHaveBeenCalledWith("BTC", "2026-04-26");
});
it("fetchPrice not called when consent is declined", async () => {
mockGetPreference.mockResolvedValueOnce(null);
// Simulate decline: no setPreference, no fetchPrice
expect(mockFetchPrice).not.toHaveBeenCalled();
expect(mockSetPreference).not.toHaveBeenCalled();
});
});

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@ -0,0 +1,287 @@
// PriceFetchControl — fetch-price button with consent modal, spinner,
// best-effort warning (stocks only), and attribution display.
//
// Issue #158 — wires into SnapshotLineRow for priced-kind categories.
//
// Behavior rules (from spec §1 + ADR 0011):
// - Hidden when useIsPremium() === false OR categoryKind !== 'priced'
// - First use requires explicit consent (persisted in user_preferences)
// - For stock assetType: shows a "best-effort" badge + dismissable warning
// (once per session, in-memory only — NOT persisted)
// - Manual unit_price input stays active in all error paths (this component
// is purely additive)
import { useState, useEffect } from "react";
import { useTranslation } from "react-i18next";
import { Loader2, X } from "lucide-react";
import { useIsPremium } from "../../hooks/useIsPremium";
import { prices } from "../../services/balance.service";
import type { PriceError } from "../../services/balance.service";
import {
getPreference,
setPreference,
} from "../../services/userPreferenceService";
// ---------------------------------------------------------------------------
// Module-level session dismiss state for best-effort warning (ADR 0011 §garde-fous)
// ---------------------------------------------------------------------------
let _bestEffortDismissedThisSession = false;
// Exported for tests — resets the in-memory dismiss flag.
export function __resetBestEffortDismissForTests(): void {
_bestEffortDismissedThisSession = false;
}
// Consent preference key (per-profile via per-profile SQLite DB).
const CONSENT_KEY = "price_fetching_consent";
interface PriceFetchControlProps {
symbol: string;
date: string; // YYYY-MM-DD
categoryKind: "simple" | "priced";
assetType: "stock" | "crypto";
onPriceFetched: (price: number, currency: string) => void;
}
/**
* Check whether the user has already given consent for price fetching.
* Returns true when a non-empty consent record exists in user_preferences.
*/
async function hasConsent(): Promise<boolean> {
try {
const raw = await getPreference(CONSENT_KEY);
return !!raw;
} catch {
return false;
}
}
/** Persist consent (consented_at + version shape). */
async function writeConsent(): Promise<void> {
await setPreference(
CONSENT_KEY,
JSON.stringify({ consented_at: new Date().toISOString(), version: 1 })
);
}
export default function PriceFetchControl({
symbol,
date,
categoryKind,
assetType,
onPriceFetched,
}: PriceFetchControlProps) {
const { t, i18n } = useTranslation();
const isPremium = useIsPremium();
// Local UI state
const [showConsentModal, setShowConsentModal] = useState(false);
const [isFetching, setIsFetching] = useState(false);
const [error, setError] = useState<PriceError | null>(null);
const [attribution, setAttribution] = useState<string | null>(null);
// Whether the best-effort warning is currently shown (stock only).
const [showBestEffortWarning, setShowBestEffortWarning] = useState(
assetType === "stock" && !_bestEffortDismissedThisSession
);
// Keep the warning display in sync when the session-level flag is updated
// from a sibling instance (e.g. multiple priced rows dismiss in sequence).
useEffect(() => {
if (assetType === "stock") {
setShowBestEffortWarning(!_bestEffortDismissedThisSession);
}
}, [assetType]);
// Hidden for non-premium users or non-priced categories.
if (!isPremium || categoryKind !== "priced") {
return null;
}
const dismissBestEffortWarning = () => {
_bestEffortDismissedThisSession = true;
setShowBestEffortWarning(false);
};
/** Actually trigger the price fetch (called after consent is confirmed). */
const doFetch = async () => {
setIsFetching(true);
setError(null);
setAttribution(null);
const result = await prices.fetchPrice(symbol, date);
setIsFetching(false);
if (result.ok) {
onPriceFetched(result.price, result.currency);
// Show attribution with the fetched_at timestamp formatted to locale date.
const fetchedAt = new Date(result.fetched_at);
const formattedDate = fetchedAt.toLocaleDateString(
i18n.language === "fr" ? "fr-CA" : "en-CA"
);
setAttribution(t("balance.priceFetching.attribution", { date: formattedDate }));
} else {
setError(result.error);
}
};
/** Handle the main button click: check consent, then fetch or show modal. */
const handleClick = async () => {
if (isFetching) return;
setError(null);
setAttribution(null);
const consented = await hasConsent();
if (!consented) {
setShowConsentModal(true);
} else {
await doFetch();
}
};
/** User accepted in the consent modal. */
const handleConsentAccept = async () => {
setShowConsentModal(false);
try {
await writeConsent();
} catch {
// Non-blocking — proceed with fetch even if pref write failed.
}
await doFetch();
};
/** User declined in the consent modal. */
const handleConsentDecline = () => {
setShowConsentModal(false);
};
// Build the error i18n args.
const errorMessage = error
? t(error.i18nKey, {
seconds:
"retry_after_s" in error ? Math.ceil(error.retry_after_s) : undefined,
minutes:
"retry_after_s" in error
? Math.ceil(error.retry_after_s / 60)
: undefined,
defaultValue: error.i18nKey,
})
: null;
return (
<div className="flex flex-col gap-1">
{/* Stock best-effort warning — shown once per session, dismissable */}
{assetType === "stock" && showBestEffortWarning && (
<div className="flex items-start gap-1 text-[10px] text-[var(--muted-foreground)] bg-[var(--muted)]/60 rounded px-2 py-1">
<span className="flex-1">{t("balance.priceFetching.bestEffortNotice")}</span>
<button
type="button"
aria-label={t("common.close")}
onClick={dismissBestEffortWarning}
className="shrink-0 text-[var(--muted-foreground)] hover:text-[var(--foreground)]"
>
<X size={10} />
</button>
</div>
)}
<div className="flex items-center gap-2">
{/* Fetch button */}
<button
type="button"
onClick={handleClick}
disabled={isFetching}
className="flex items-center gap-1.5 px-2.5 py-1.5 rounded-lg border border-[var(--border)] text-xs font-medium text-[var(--foreground)] bg-[var(--card)] hover:bg-[var(--muted)] disabled:opacity-50 disabled:cursor-not-allowed transition-colors"
aria-label={t("balance.priceFetching.button")}
>
{isFetching ? (
<Loader2 size={12} className="animate-spin" />
) : null}
{t("balance.priceFetching.button")}
{/* Best-effort badge (stock only) */}
{assetType === "stock" && (
<span className="ml-0.5 text-[9px] uppercase tracking-wide px-1 py-0.5 rounded bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-400">
best-effort
</span>
)}
</button>
{/* Attribution line — shown after a successful fetch */}
{attribution && !isFetching && (
<span className="text-[10px] text-[var(--muted-foreground)]">
{attribution}
</span>
)}
</div>
{/* Inline error message */}
{errorMessage && !isFetching && (
<p
role="alert"
className="text-xs text-[var(--negative)] mt-0.5"
data-testid="price-fetch-error"
>
{errorMessage}
</p>
)}
{/* Consent modal — rendered inline, portaled via fixed positioning */}
{showConsentModal && (
<ConsentModal
onAccept={handleConsentAccept}
onDecline={handleConsentDecline}
/>
)}
</div>
);
}
// ---------------------------------------------------------------------------
// ConsentModal — minimal overlay, no external modal lib required
// ---------------------------------------------------------------------------
function ConsentModal({
onAccept,
onDecline,
}: {
onAccept: () => void;
onDecline: () => void;
}) {
const { t } = useTranslation();
return (
<div
className="fixed inset-0 z-50 flex items-center justify-center bg-black/40 p-4"
role="dialog"
aria-modal="true"
aria-labelledby="price-consent-title"
>
<div className="bg-[var(--card)] rounded-xl border border-[var(--border)] shadow-xl max-w-md w-full p-6">
<h2
id="price-consent-title"
className="text-base font-semibold mb-2"
>
{t("balance.priceFetching.consent.title")}
</h2>
<p className="text-sm text-[var(--muted-foreground)] mb-5">
{t("balance.priceFetching.consent.body")}
</p>
<div className="flex justify-end gap-2">
<button
type="button"
onClick={onDecline}
className="px-4 py-2 rounded-lg border border-[var(--border)] text-sm hover:bg-[var(--muted)]"
>
{t("balance.priceFetching.consent.decline")}
</button>
<button
type="button"
onClick={onAccept}
className="px-4 py-2 rounded-lg bg-[var(--primary)] text-white text-sm font-medium hover:opacity-90"
>
{t("balance.priceFetching.consent.accept")}
</button>
</div>
</div>
</div>
);
}

View file

@ -25,6 +25,8 @@ interface Props {
onQuantityChange: (accountId: number, next: string) => void; onQuantityChange: (accountId: number, next: string) => void;
onUnitPriceChange: (accountId: number, next: string) => void; onUnitPriceChange: (accountId: number, next: string) => void;
disabled?: boolean; disabled?: boolean;
/** Snapshot date (YYYY-MM-DD) — forwarded to PriceFetchControl (Issue #158). */
snapshotDate?: string;
} }
export default function SnapshotEditor({ export default function SnapshotEditor({
@ -36,6 +38,7 @@ export default function SnapshotEditor({
onQuantityChange, onQuantityChange,
onUnitPriceChange, onUnitPriceChange,
disabled, disabled,
snapshotDate,
}: Props) { }: Props) {
const { t } = useTranslation(); const { t } = useTranslation();
@ -95,6 +98,7 @@ export default function SnapshotEditor({
onQuantityChange={(next) => onQuantityChange(acc.id, next)} onQuantityChange={(next) => onQuantityChange(acc.id, next)}
onUnitPriceChange={(next) => onUnitPriceChange(acc.id, next)} onUnitPriceChange={(next) => onUnitPriceChange(acc.id, next)}
disabled={disabled} disabled={disabled}
snapshotDate={snapshotDate}
/> />
); );
})} })}

View file

@ -8,7 +8,7 @@
// renders `quantity * unit_price` live as the // renders `quantity * unit_price` live as the
// user types. An attribution tag `[Manuel]` // user types. An attribution tag `[Manuel]`
// appears next to the row; the `[via Maximus]` // appears next to the row; the `[via Maximus]`
// tag will land with Issue #143 (price-fetching). // tag is rendered by PriceFetchControl (Issue #158).
// //
// We keep this component dumb on purpose: it receives strings from the // We keep this component dumb on purpose: it receives strings from the
// parent (the editor stores raw strings to preserve partial input) and // parent (the editor stores raw strings to preserve partial input) and
@ -19,10 +19,13 @@
import { ChangeEvent, useMemo } from "react"; import { ChangeEvent, useMemo } from "react";
import { useTranslation } from "react-i18next"; import { useTranslation } from "react-i18next";
import type { BalanceAccountWithCategory } from "../../shared/types"; import type { BalanceAccountWithCategory } from "../../shared/types";
import PriceFetchControl from "./PriceFetchControl";
interface BaseProps { interface BaseProps {
account: BalanceAccountWithCategory; account: BalanceAccountWithCategory;
disabled?: boolean; disabled?: boolean;
/** Snapshot date (YYYY-MM-DD) — passed through to PriceFetchControl. */
snapshotDate?: string;
} }
interface SimpleProps extends BaseProps { interface SimpleProps extends BaseProps {
@ -59,6 +62,7 @@ export default function SnapshotLineRow({
unitPriceValue, unitPriceValue,
onQuantityChange, onQuantityChange,
onUnitPriceChange, onUnitPriceChange,
snapshotDate,
}: Props) { }: Props) {
const { t } = useTranslation(); const { t } = useTranslation();
const isPriced = account.category_kind === "priced"; const isPriced = account.category_kind === "priced";
@ -162,6 +166,20 @@ export default function SnapshotLineRow({
<span className="text-xs text-[var(--muted-foreground)] w-10"> <span className="text-xs text-[var(--muted-foreground)] w-10">
{account.currency} {account.currency}
</span> </span>
{/* PriceFetchControl wired next to the unit_price input (Issue #158).
onPriceFetched updates unit_price only; quantity stays as-is.
TODO: asset_type from category schema (see decisions-log.md MEDIUM) */}
{account.symbol && (
<PriceFetchControl
symbol={account.symbol}
date={snapshotDate ?? ""}
categoryKind={account.category_kind as "priced"}
assetType="stock" // TODO: asset_type from category schema
onPriceFetched={(price) =>
onUnitPriceChange?.(String(price))
}
/>
)}
</div> </div>
</div> </div>
); );

View file

@ -0,0 +1,42 @@
import { describe, it, expect, vi } from "vitest";
import { useIsPremium } from "./useIsPremium";
vi.mock("./useLicense", () => ({
useLicense: vi.fn(),
}));
import { useLicense } from "./useLicense";
const mockUseLicense = vi.mocked(useLicense);
describe("useIsPremium", () => {
it('returns true when edition is "premium"', () => {
mockUseLicense.mockReturnValue({
state: { status: "ready", edition: "premium", info: null, error: null },
refresh: vi.fn(),
submitKey: vi.fn(),
checkEntitlement: vi.fn(),
});
expect(useIsPremium()).toBe(true);
});
it('returns false when edition is "base"', () => {
mockUseLicense.mockReturnValue({
state: { status: "ready", edition: "base", info: null, error: null },
refresh: vi.fn(),
submitKey: vi.fn(),
checkEntitlement: vi.fn(),
});
expect(useIsPremium()).toBe(false);
});
it('returns false when edition is "free"', () => {
mockUseLicense.mockReturnValue({
state: { status: "ready", edition: "free", info: null, error: null },
refresh: vi.fn(),
submitKey: vi.fn(),
checkEntitlement: vi.fn(),
});
expect(useIsPremium()).toBe(false);
});
});

10
src/hooks/useIsPremium.ts Normal file
View file

@ -0,0 +1,10 @@
import { useLicense } from "./useLicense";
/**
* Returns true if the active license edition is "premium".
* Ergonomic helper only the server enforces entitlements independently (cf. ADR 0011 §UX).
*/
export function useIsPremium(): boolean {
const { state } = useLicense();
return state.edition === "premium";
}

View file

@ -635,6 +635,15 @@
"Your data is stored locally and is never affected by updates", "Your data is stored locally and is never affected by updates",
"Change the app language using the language selector in the sidebar" "Change the app language using the language selector in the sidebar"
] ]
},
"privacy": {
"priceFetchConsent": {
"label": "Price fetching via Maximus",
"description": "Allow Simpl'Résultat to use the Maximus proxy to fetch asset prices. Privacy: your IP is hidden.",
"confirmRevoke": "The fetch button will ask for consent again next time. Continue?",
"revokeButton": "Revoke consent",
"notPremium": "Premium licenses only"
}
} }
}, },
"charts": { "charts": {
@ -1730,6 +1739,31 @@
"evolution": { "evolution": {
"transferIn": "In", "transferIn": "In",
"transferOut": "Out" "transferOut": "Out"
},
"priceFetching": {
"button": "Fetch price",
"tooltipNotPremium": "Available with premium subscription",
"bestEffortNotice": "Source not guaranteed, may be unavailable. Manual input remains primary.",
"attribution": "via Maximus on {{date}}",
"consent": {
"title": "Price fetching via Maximus",
"body": "By clicking Accept, you authorize Simpl'Résultat to query the Maximus proxy to fetch this price. The proxy hides your IP from data providers. No browsing history is stored.",
"accept": "Accept",
"decline": "Cancel"
},
"errors": {
"invalidSymbol": "Invalid symbol",
"invalidDate": "Invalid date",
"missingParam": "Missing parameter",
"authFailed": "Authentication failed — check your license",
"premiumRequired": "This feature requires a premium subscription",
"licenseRevoked": "License revoked",
"symbolNotFound": "Symbol not found",
"rateLimit": "Too many requests — retry in {{seconds}}s",
"serverUnavailable": "Server unavailable — try again later",
"bestEffortDegraded": "Best-effort price source temporarily unavailable — retry in {{minutes}}min or enter manually",
"sessionCapReached": "Fetch limit reached for this session. Enter remaining prices manually."
}
} }
} }
} }

View file

@ -635,6 +635,15 @@
"Vos données sont stockées localement et ne sont jamais affectées par les mises à jour", "Vos données sont stockées localement et ne sont jamais affectées par les mises à jour",
"Changez la langue de l'application via le sélecteur de langue dans la barre latérale" "Changez la langue de l'application via le sélecteur de langue dans la barre latérale"
] ]
},
"privacy": {
"priceFetchConsent": {
"label": "Récupération de prix via Maximus",
"description": "Permet à Simpl'Résultat d'utiliser le proxy Maximus pour récupérer les prix d'actifs. Privacy : ton IP est masquée.",
"confirmRevoke": "Le bouton de récupération demandera à nouveau ton consentement la prochaine fois. Continuer ?",
"revokeButton": "Révoquer le consentement",
"notPremium": "Réservé aux licences premium"
}
} }
}, },
"charts": { "charts": {
@ -1730,6 +1739,31 @@
"evolution": { "evolution": {
"transferIn": "Entrée", "transferIn": "Entrée",
"transferOut": "Sortie" "transferOut": "Sortie"
},
"priceFetching": {
"button": "Récupérer le prix",
"tooltipNotPremium": "Disponible avec abonnement premium",
"bestEffortNotice": "Source non garantie, peut être indisponible. La saisie manuelle reste prioritaire.",
"attribution": "via Maximus le {{date}}",
"consent": {
"title": "Récupération de prix via Maximus",
"body": "En cliquant sur \"Accepter\", tu autorises Simpl'Résultat à interroger le proxy Maximus pour récupérer ce prix. Le proxy masque ton IP aux fournisseurs de données. Aucun historique de consultation n'est stocké.",
"accept": "Accepter",
"decline": "Annuler"
},
"errors": {
"invalidSymbol": "Symbole invalide",
"invalidDate": "Date invalide",
"missingParam": "Paramètre manquant",
"authFailed": "Échec d'authentification — vérifie ta licence",
"premiumRequired": "Cette fonction nécessite un abonnement premium",
"licenseRevoked": "Licence révoquée",
"symbolNotFound": "Symbole introuvable",
"rateLimit": "Trop de requêtes — réessaie dans {{seconds}} s",
"serverUnavailable": "Serveur indisponible — réessaie plus tard",
"bestEffortDegraded": "Source de prix temporairement indisponible — réessayez dans {{minutes}} min ou saisissez manuellement",
"sessionCapReached": "Limite de récupération atteinte pour cette session. Saisissez les prix restants manuellement."
}
} }
} }
} }

View file

@ -201,6 +201,7 @@ export default function SnapshotEditPage() {
onQuantityChange={editor.setLineQuantity} onQuantityChange={editor.setLineQuantity}
onUnitPriceChange={editor.setLineUnitPrice} onUnitPriceChange={editor.setLineUnitPrice}
disabled={state.isSaving} disabled={state.isSaving}
snapshotDate={state.snapshotDate}
/> />
)} )}