initial version

2026-01-15 09:24:06 +01:00
parent bab350dd22
commit 7988257399
139 changed files with 13149 additions and 3233 deletions
@@ -0,0 +1,73 @@
+import Foundation
+
+struct MonthlySummary {
+    let periodLabel: String
+    let startDate: Date
+    let endDate: Date
+    let startingValue: Decimal
+    let endingValue: Decimal
+    let contributions: Decimal
+    let netPerformance: Decimal
+
+    var netPerformancePercentage: Double {
+        let base = startingValue + contributions
+        guard base > 0 else { return 0 }
+        return NSDecimalNumber(decimal: netPerformance / base).doubleValue * 100
+    }
+
+    var formattedStartingValue: String {
+        CurrencyFormatter.format(startingValue, style: .currency, maximumFractionDigits: 0)
+    }
+
+    var formattedEndingValue: String {
+        CurrencyFormatter.format(endingValue, style: .currency, maximumFractionDigits: 0)
+    }
+
+    var formattedContributions: String {
+        CurrencyFormatter.format(contributions, style: .currency, maximumFractionDigits: 0)
+    }
+
+    var formattedNetPerformance: String {
+        let prefix = netPerformance >= 0 ? "+" : ""
+        let value = CurrencyFormatter.format(netPerformance, style: .currency, maximumFractionDigits: 0)
+        return prefix + value
+    }
+
+    var formattedNetPerformancePercentage: String {
+        let prefix = netPerformance >= 0 ? "+" : ""
+        return String(format: "\(prefix)%.2f%%", netPerformancePercentage)
+    }
+
+    static var empty: MonthlySummary {
+        MonthlySummary(
+            periodLabel: "This Month",
+            startDate: Date(),
+            endDate: Date(),
+            startingValue: 0,
+            endingValue: 0,
+            contributions: 0,
+            netPerformance: 0
+        )
+    }
+}
+
+struct PortfolioChange {
+    let absolute: Decimal
+    let percentage: Double
+    let label: String
+
+    var formattedAbsolute: String {
+        let prefix = absolute >= 0 ? "+" : ""
+        let value = CurrencyFormatter.format(absolute, style: .currency, maximumFractionDigits: 0)
+        return prefix + value
+    }
+
+    var formattedPercentage: String {
+        let prefix = absolute >= 0 ? "+" : ""
+        return String(format: "\(prefix)%.2f%%", percentage)
+    }
+
+    static var empty: PortfolioChange {
+        PortfolioChange(absolute: 0, percentage: 0, label: "since last update")
+    }
+}