initial version

This commit is contained in:
alexandrev-tibco
2026-01-15 09:24:06 +01:00
parent bab350dd22
commit 7988257399
139 changed files with 13149 additions and 3233 deletions
@@ -0,0 +1,153 @@
import Foundation
import CoreData
import Combine
class AccountRepository: ObservableObject {
private let context: NSManagedObjectContext
@Published private(set) var accounts: [Account] = []
init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
self.context = context
fetchAccounts()
setupNotificationObserver()
}
private func setupNotificationObserver() {
NotificationCenter.default.addObserver(
self,
selector: #selector(contextDidChange),
name: .NSManagedObjectContextObjectsDidChange,
object: context
)
}
@objc private func contextDidChange(_ notification: Notification) {
fetchAccounts()
}
// MARK: - Fetch
func fetchAccounts() {
context.perform { [weak self] in
guard let self else { return }
let request: NSFetchRequest<Account> = Account.fetchRequest()
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Account.sortOrder, ascending: true),
NSSortDescriptor(keyPath: \Account.createdAt, ascending: true)
]
do {
let fetched = try self.context.fetch(request)
DispatchQueue.main.async {
self.accounts = fetched
}
} catch {
print("Failed to fetch accounts: \(error)")
DispatchQueue.main.async {
self.accounts = []
}
}
}
}
func fetchAccount(by id: UUID) -> Account? {
let request: NSFetchRequest<Account> = Account.fetchRequest()
request.predicate = NSPredicate(format: "id == %@", id as CVarArg)
request.fetchLimit = 1
return try? context.fetch(request).first
}
// MARK: - Create
@discardableResult
func createAccount(
name: String,
currency: String?,
inputMode: InputMode,
notificationFrequency: NotificationFrequency,
customFrequencyMonths: Int = 1
) -> Account {
let account = Account(context: context)
account.name = name
account.currency = currency
account.inputMode = inputMode.rawValue
account.notificationFrequency = notificationFrequency.rawValue
account.customFrequencyMonths = Int16(customFrequencyMonths)
account.sortOrder = Int16(accounts.count)
save()
return account
}
func createDefaultAccountIfNeeded() -> Account {
if let existing = accounts.first {
return existing
}
let defaultCurrency = AppSettings.getOrCreate(in: context).currency
let account = createAccount(
name: "Personal",
currency: defaultCurrency,
inputMode: .simple,
notificationFrequency: .monthly
)
// Attach existing sources to the default account
let request: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
if let sources = try? context.fetch(request) {
for source in sources where source.account == nil {
source.account = account
}
save()
}
return account
}
// MARK: - Update
func updateAccount(
_ account: Account,
name: String? = nil,
currency: String? = nil,
inputMode: InputMode? = nil,
notificationFrequency: NotificationFrequency? = nil,
customFrequencyMonths: Int? = nil
) {
if let name = name {
account.name = name
}
if let currency = currency {
account.currency = currency
}
if let inputMode = inputMode {
account.inputMode = inputMode.rawValue
}
if let notificationFrequency = notificationFrequency {
account.notificationFrequency = notificationFrequency.rawValue
}
if let customMonths = customFrequencyMonths {
account.customFrequencyMonths = Int16(customMonths)
}
save()
}
// MARK: - Delete
func deleteAccount(_ account: Account) {
context.delete(account)
save()
}
// MARK: - Save
private func save() {
guard context.hasChanges else { return }
do {
try context.save()
fetchAccounts()
} catch {
print("Failed to save accounts: \(error)")
}
}
}
@@ -0,0 +1,171 @@
import Foundation
import CoreData
import Combine
class CategoryRepository: ObservableObject {
private let context: NSManagedObjectContext
@Published private(set) var categories: [Category] = []
init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
self.context = context
fetchCategories()
setupNotificationObserver()
}
private func setupNotificationObserver() {
NotificationCenter.default.addObserver(
self,
selector: #selector(contextDidChange),
name: .NSManagedObjectContextObjectsDidChange,
object: context
)
}
@objc private func contextDidChange(_ notification: Notification) {
guard isRelevantChange(notification) else { return }
fetchCategories()
}
// MARK: - Fetch
func fetchCategories() {
context.perform { [weak self] in
guard let self else { return }
let request: NSFetchRequest<Category> = Category.fetchRequest()
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Category.sortOrder, ascending: true),
NSSortDescriptor(keyPath: \Category.name, ascending: true)
]
do {
self.categories = try self.context.fetch(request)
} catch {
print("Failed to fetch categories: \(error)")
self.categories = []
}
}
}
func fetchCategory(by id: UUID) -> Category? {
let request: NSFetchRequest<Category> = Category.fetchRequest()
request.predicate = NSPredicate(format: "id == %@", id as CVarArg)
request.fetchLimit = 1
return try? context.fetch(request).first
}
// MARK: - Create
@discardableResult
func createCategory(
name: String,
colorHex: String,
icon: String
) -> Category {
let category = Category(context: context)
category.name = name
category.colorHex = colorHex
category.icon = icon
category.sortOrder = Int16(categories.count)
save()
return category
}
func createDefaultCategoriesIfNeeded() {
guard categories.isEmpty else { return }
Category.createDefaultCategories(in: context)
fetchCategories()
}
// MARK: - Update
func updateCategory(
_ category: Category,
name: String? = nil,
colorHex: String? = nil,
icon: String? = nil
) {
if let name = name {
category.name = name
}
if let colorHex = colorHex {
category.colorHex = colorHex
}
if let icon = icon {
category.icon = icon
}
save()
}
func updateSortOrder(_ categories: [Category]) {
for (index, category) in categories.enumerated() {
category.sortOrder = Int16(index)
}
save()
}
// MARK: - Delete
func deleteCategory(_ category: Category) {
context.delete(category)
save()
}
func deleteCategory(at offsets: IndexSet) {
for index in offsets {
guard index < categories.count else { continue }
context.delete(categories[index])
}
save()
}
// MARK: - Statistics
var totalValue: Decimal {
categories.reduce(Decimal.zero) { $0 + $1.totalValue }
}
func categoryAllocation() -> [(category: Category, percentage: Double)] {
let total = totalValue
guard total > 0 else { return [] }
return categories.map { category in
let percentage = NSDecimalNumber(decimal: category.totalValue / total).doubleValue * 100
return (category: category, percentage: percentage)
}.sorted { $0.percentage > $1.percentage }
}
// MARK: - Save
private func save() {
guard context.hasChanges else { return }
do {
try context.save()
fetchCategories()
CoreDataStack.shared.refreshWidgetData()
} catch {
print("Failed to save context: \(error)")
}
}
private func isRelevantChange(_ notification: Notification) -> Bool {
guard let info = notification.userInfo else { return false }
let keys: [String] = [
NSInsertedObjectsKey,
NSUpdatedObjectsKey,
NSDeletedObjectsKey,
NSRefreshedObjectsKey
]
for key in keys {
if let objects = info[key] as? Set<NSManagedObject> {
if objects.contains(where: { $0 is Category }) {
return true
}
}
}
return false
}
}
@@ -0,0 +1,112 @@
import Foundation
import CoreData
import Combine
class GoalRepository: ObservableObject {
private let context: NSManagedObjectContext
@Published private(set) var goals: [Goal] = []
init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
self.context = context
fetchGoals()
setupNotificationObserver()
}
private func setupNotificationObserver() {
NotificationCenter.default.addObserver(
self,
selector: #selector(contextDidChange),
name: .NSManagedObjectContextObjectsDidChange,
object: context
)
}
@objc private func contextDidChange(_ notification: Notification) {
fetchGoals()
}
// MARK: - Fetch
func fetchGoals(for account: Account? = nil) {
context.perform { [weak self] in
guard let self else { return }
let request: NSFetchRequest<Goal> = Goal.fetchRequest()
if let account = account {
request.predicate = NSPredicate(format: "account == %@", account)
}
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Goal.createdAt, ascending: true)
]
do {
self.goals = try self.context.fetch(request)
} catch {
print("Failed to fetch goals: \(error)")
self.goals = []
}
}
}
// MARK: - Create
@discardableResult
func createGoal(
name: String,
targetAmount: Decimal,
targetDate: Date? = nil,
account: Account?
) -> Goal {
let goal = Goal(context: context)
goal.name = name
goal.targetAmount = NSDecimalNumber(decimal: targetAmount)
goal.targetDate = targetDate
goal.account = account
save()
return goal
}
// MARK: - Update
func updateGoal(
_ goal: Goal,
name: String? = nil,
targetAmount: Decimal? = nil,
targetDate: Date? = nil,
clearTargetDate: Bool = false,
isActive: Bool? = nil
) {
if let name = name {
goal.name = name
}
if let targetAmount = targetAmount {
goal.targetAmount = NSDecimalNumber(decimal: targetAmount)
}
if clearTargetDate {
goal.targetDate = nil
} else if let targetDate = targetDate {
goal.targetDate = targetDate
}
if let isActive = isActive {
goal.isActive = isActive
}
save()
}
func deleteGoal(_ goal: Goal) {
context.delete(goal)
save()
}
// MARK: - Save
private func save() {
guard context.hasChanges else { return }
do {
try context.save()
fetchGoals()
} catch {
print("Failed to save goals: \(error)")
}
}
}
@@ -0,0 +1,211 @@
import Foundation
import CoreData
import Combine
class InvestmentSourceRepository: ObservableObject {
private let context: NSManagedObjectContext
@Published private(set) var sources: [InvestmentSource] = []
init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
self.context = context
fetchSources()
setupNotificationObserver()
}
private func setupNotificationObserver() {
NotificationCenter.default.addObserver(
self,
selector: #selector(contextDidChange),
name: .NSManagedObjectContextObjectsDidChange,
object: context
)
}
@objc private func contextDidChange(_ notification: Notification) {
guard isRelevantChange(notification) else { return }
fetchSources()
}
// MARK: - Fetch
func fetchSources(account: Account? = nil) {
context.perform { [weak self] in
guard let self else { return }
let request: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
if let account = account {
request.predicate = NSPredicate(format: "account == %@", account)
}
request.sortDescriptors = [
NSSortDescriptor(keyPath: \InvestmentSource.name, ascending: true)
]
do {
self.sources = try self.context.fetch(request)
} catch {
print("Failed to fetch sources: \(error)")
self.sources = []
}
}
}
func fetchSource(by id: UUID) -> InvestmentSource? {
let request: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
request.predicate = NSPredicate(format: "id == %@", id as CVarArg)
request.fetchLimit = 1
return try? context.fetch(request).first
}
func fetchSources(for category: Category) -> [InvestmentSource] {
let request: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
request.predicate = NSPredicate(format: "category == %@", category)
request.sortDescriptors = [
NSSortDescriptor(keyPath: \InvestmentSource.name, ascending: true)
]
return (try? context.fetch(request)) ?? []
}
func fetchActiveSources() -> [InvestmentSource] {
sources.filter { $0.isActive }
}
func fetchSourcesNeedingUpdate(for account: Account? = nil) -> [InvestmentSource] {
let filtered = account == nil ? sources : sources.filter { $0.account?.id == account?.id }
return filtered.filter { $0.needsUpdate }
}
// MARK: - Create
@discardableResult
func createSource(
name: String,
category: Category,
notificationFrequency: NotificationFrequency = .monthly,
customFrequencyMonths: Int = 1,
account: Account? = nil
) -> InvestmentSource {
let source = InvestmentSource(context: context)
source.name = name
source.category = category
source.notificationFrequency = notificationFrequency.rawValue
source.customFrequencyMonths = Int16(customFrequencyMonths)
source.account = account
save()
return source
}
// MARK: - Update
func updateSource(
_ source: InvestmentSource,
name: String? = nil,
category: Category? = nil,
notificationFrequency: NotificationFrequency? = nil,
customFrequencyMonths: Int? = nil,
isActive: Bool? = nil,
account: Account? = nil
) {
if let name = name {
source.name = name
}
if let category = category {
source.category = category
}
if let frequency = notificationFrequency {
source.notificationFrequency = frequency.rawValue
}
if let customMonths = customFrequencyMonths {
source.customFrequencyMonths = Int16(customMonths)
}
if let isActive = isActive {
source.isActive = isActive
}
if let account = account {
source.account = account
}
save()
}
func toggleActive(_ source: InvestmentSource) {
source.isActive.toggle()
save()
}
// MARK: - Delete
func deleteSource(_ source: InvestmentSource) {
context.delete(source)
save()
}
func deleteSource(at offsets: IndexSet) {
for index in offsets {
guard index < sources.count else { continue }
context.delete(sources[index])
}
save()
}
// MARK: - Statistics
var sourceCount: Int {
sources.count
}
var activeSourceCount: Int {
sources.filter { $0.isActive }.count
}
var totalValue: Decimal {
sources.reduce(Decimal.zero) { $0 + $1.latestValue }
}
func topSources(limit: Int = 5) -> [InvestmentSource] {
sources
.sorted { $0.latestValue > $1.latestValue }
.prefix(limit)
.map { $0 }
}
// MARK: - Freemium Check
var canAddMoreSources: Bool {
// This will be checked against FreemiumValidator
true
}
// MARK: - Save
private func save() {
guard context.hasChanges else { return }
do {
try context.save()
fetchSources()
CoreDataStack.shared.refreshWidgetData()
} catch {
print("Failed to save context: \(error)")
}
}
private func isRelevantChange(_ notification: Notification) -> Bool {
guard let info = notification.userInfo else { return false }
let keys: [String] = [
NSInsertedObjectsKey,
NSUpdatedObjectsKey,
NSDeletedObjectsKey,
NSRefreshedObjectsKey
]
for key in keys {
if let objects = info[key] as? Set<NSManagedObject> {
if objects.contains(where: { $0 is InvestmentSource }) {
return true
}
}
}
return false
}
}
@@ -0,0 +1,316 @@
import Foundation
import CoreData
import Combine
class SnapshotRepository: ObservableObject {
private let context: NSManagedObjectContext
private let cache = NSCache<NSString, NSArray>()
@Published private(set) var cacheVersion: Int = 0
@Published private(set) var snapshots: [Snapshot] = []
// MARK: - Performance: Shared DateFormatter
private static let monthYearFormatter: DateFormatter = {
let formatter = DateFormatter()
formatter.dateFormat = "yyyy-MM"
return formatter
}()
// MARK: - Performance: Cached Calendar
private static let calendar = Calendar.current
init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
self.context = context
// Performance: Increase cache limits for better hit rate
cache.countLimit = 12
cache.totalCostLimit = 4_000_000 // 4 MB
setupNotificationObserver()
}
// MARK: - Fetch
func fetchSnapshots(for source: InvestmentSource) -> [Snapshot] {
let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
request.predicate = NSPredicate(format: "source == %@", source)
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
]
request.fetchBatchSize = 200
return (try? context.fetch(request)) ?? []
}
func fetchSnapshot(by id: UUID) -> Snapshot? {
let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
request.predicate = NSPredicate(format: "id == %@", id as CVarArg)
request.fetchLimit = 1
return try? context.fetch(request).first
}
func fetchAllSnapshots() -> [Snapshot] {
let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
]
request.fetchBatchSize = 200
return (try? context.fetch(request)) ?? []
}
func fetchSnapshots(for account: Account) -> [Snapshot] {
let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
request.predicate = NSPredicate(format: "source.account == %@", account)
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
]
request.fetchBatchSize = 200
return (try? context.fetch(request)) ?? []
}
func fetchSnapshots(from startDate: Date, to endDate: Date) -> [Snapshot] {
let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
request.predicate = NSPredicate(
format: "date >= %@ AND date <= %@",
startDate as NSDate,
endDate as NSDate
)
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Snapshot.date, ascending: true)
]
request.fetchBatchSize = 200
return (try? context.fetch(request)) ?? []
}
func fetchLatestSnapshots() -> [Snapshot] {
// Get the latest snapshot for each source
let request: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
let sources = (try? context.fetch(request)) ?? []
return sources.compactMap { $0.latestSnapshot }
}
// MARK: - Create
@discardableResult
func createSnapshot(
for source: InvestmentSource,
date: Date = Date(),
value: Decimal,
contribution: Decimal? = nil,
notes: String? = nil
) -> Snapshot {
let snapshot = Snapshot(context: context)
snapshot.source = source
snapshot.date = date
snapshot.value = NSDecimalNumber(decimal: value)
if let contribution = contribution {
snapshot.contribution = NSDecimalNumber(decimal: contribution)
}
snapshot.notes = notes
save()
return snapshot
}
// MARK: - Update
func updateSnapshot(
_ snapshot: Snapshot,
date: Date? = nil,
value: Decimal? = nil,
contribution: Decimal? = nil,
notes: String? = nil,
clearContribution: Bool = false,
clearNotes: Bool = false
) {
if let date = date {
snapshot.date = date
}
if let value = value {
snapshot.value = NSDecimalNumber(decimal: value)
}
if clearContribution {
snapshot.contribution = nil
} else if let contribution = contribution {
snapshot.contribution = NSDecimalNumber(decimal: contribution)
}
if clearNotes {
snapshot.notes = nil
} else if let notes = notes {
snapshot.notes = notes
}
save()
}
// MARK: - Delete
func deleteSnapshot(_ snapshot: Snapshot) {
context.delete(snapshot)
save()
}
func deleteSnapshots(_ snapshots: [Snapshot]) {
snapshots.forEach { context.delete($0) }
save()
}
func deleteSnapshot(at offsets: IndexSet, from snapshots: [Snapshot]) {
for index in offsets {
guard index < snapshots.count else { continue }
context.delete(snapshots[index])
}
save()
}
// MARK: - Filtered Fetch (Freemium)
func fetchSnapshots(
for source: InvestmentSource,
limitedToMonths months: Int?
) -> [Snapshot] {
var snapshots = fetchSnapshots(for: source)
if let months = months {
// Performance: Use cached calendar
let cutoffDate = Self.calendar.date(
byAdding: .month,
value: -months,
to: Date()
) ?? Date()
snapshots = snapshots.filter { $0.date >= cutoffDate }
}
return snapshots
}
func fetchSnapshots(
for sourceIds: [UUID],
months: Int? = nil
) -> [Snapshot] {
guard !sourceIds.isEmpty else { return [] }
// Performance: Use cached calendar
let cutoffDate: Date? = {
guard let months = months else { return nil }
return Self.calendar.date(byAdding: .month, value: -months, to: Date())
}()
let key = cacheKey(
sourceIds: sourceIds,
months: months
)
if let cached = cache.object(forKey: key) as? [Snapshot] {
return cached
}
let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
var predicates: [NSPredicate] = [
NSPredicate(format: "source.id IN %@", sourceIds)
]
if let cutoffDate {
predicates.append(NSPredicate(format: "date >= %@", cutoffDate as NSDate))
}
request.predicate = NSCompoundPredicate(andPredicateWithSubpredicates: predicates)
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
]
request.fetchBatchSize = 300
let fetched = (try? context.fetch(request)) ?? []
cache.setObject(fetched as NSArray, forKey: key, cost: fetched.count)
return fetched
}
// MARK: - Historical Data
func getMonthlyValues(for source: InvestmentSource) -> [(date: Date, value: Decimal)] {
let snapshots = fetchSnapshots(for: source).reversed()
var monthlyData: [(date: Date, value: Decimal)] = []
monthlyData.reserveCapacity(min(snapshots.count, 60))
var processedMonths: Set<String> = []
processedMonths.reserveCapacity(60)
// Performance: Use shared formatter
let formatter = Self.monthYearFormatter
for snapshot in snapshots {
let monthKey = formatter.string(from: snapshot.date)
if !processedMonths.contains(monthKey) {
processedMonths.insert(monthKey)
monthlyData.append((date: snapshot.date, value: snapshot.decimalValue))
}
}
return monthlyData
}
func getPortfolioHistory() -> [(date: Date, totalValue: Decimal)] {
let allSnapshots = fetchAllSnapshots()
// Performance: Pre-allocate dictionary
var dateValues: [Date: Decimal] = [:]
dateValues.reserveCapacity(min(allSnapshots.count, 365))
// Performance: Use cached calendar
let calendar = Self.calendar
for snapshot in allSnapshots {
let startOfDay = calendar.startOfDay(for: snapshot.date)
dateValues[startOfDay, default: Decimal.zero] += snapshot.decimalValue
}
return dateValues
.map { (date: $0.key, totalValue: $0.value) }
.sorted { $0.date < $1.date }
}
// MARK: - Save
private func save() {
guard context.hasChanges else { return }
do {
try context.save()
invalidateCache()
CoreDataStack.shared.refreshWidgetData()
} catch {
print("Failed to save context: \(error)")
}
}
// MARK: - Cache
private func cacheKey(
sourceIds: [UUID],
months: Int?
) -> NSString {
let sortedIds = sourceIds.sorted().map { $0.uuidString }.joined(separator: ",")
let monthsPart = months.map(String.init) ?? "all"
return NSString(string: "\(cacheVersion)|\(monthsPart)|\(sortedIds)")
}
private func invalidateCache() {
cache.removeAllObjects()
cacheVersion &+= 1
}
private func setupNotificationObserver() {
NotificationCenter.default.addObserver(
self,
selector: #selector(contextDidChange),
name: .NSManagedObjectContextObjectsDidChange,
object: context
)
}
@objc private func contextDidChange(_ notification: Notification) {
invalidateCache()
}
}
@@ -0,0 +1,62 @@
import Foundation
import CoreData
class TransactionRepository {
private let context: NSManagedObjectContext
init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
self.context = context
}
func fetchTransactions(for source: InvestmentSource) -> [Transaction] {
let request: NSFetchRequest<Transaction> = Transaction.fetchRequest()
request.predicate = NSPredicate(format: "source == %@", source)
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Transaction.date, ascending: false)
]
return (try? context.fetch(request)) ?? []
}
@discardableResult
func createTransaction(
source: InvestmentSource,
type: TransactionType,
date: Date,
shares: Decimal?,
price: Decimal?,
amount: Decimal?,
notes: String?
) -> Transaction {
let transaction = Transaction(context: context)
transaction.source = source
transaction.type = type.rawValue
transaction.date = date
if let shares = shares {
transaction.shares = NSDecimalNumber(decimal: shares)
}
if let price = price {
transaction.price = NSDecimalNumber(decimal: price)
}
if let amount = amount {
transaction.amount = NSDecimalNumber(decimal: amount)
}
transaction.notes = notes
save()
return transaction
}
func deleteTransaction(_ transaction: Transaction) {
context.delete(transaction)
save()
}
private func save() {
guard context.hasChanges else { return }
do {
try context.save()
} catch {
print("Failed to save transaction: \(error)")
}
}
}