initial version
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alexandrev-tibco
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import Foundation
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import CoreData
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import Combine
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class SnapshotRepository: ObservableObject {
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private let context: NSManagedObjectContext
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private let cache = NSCache<NSString, NSArray>()
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@Published private(set) var cacheVersion: Int = 0
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@Published private(set) var snapshots: [Snapshot] = []
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// MARK: - Performance: Shared DateFormatter
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private static let monthYearFormatter: DateFormatter = {
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let formatter = DateFormatter()
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formatter.dateFormat = "yyyy-MM"
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return formatter
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}()
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// MARK: - Performance: Cached Calendar
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private static let calendar = Calendar.current
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init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
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self.context = context
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// Performance: Increase cache limits for better hit rate
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cache.countLimit = 12
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cache.totalCostLimit = 4_000_000 // 4 MB
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setupNotificationObserver()
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}
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// MARK: - Fetch
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func fetchSnapshots(for source: InvestmentSource) -> [Snapshot] {
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let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
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request.predicate = NSPredicate(format: "source == %@", source)
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request.sortDescriptors = [
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NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
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]
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request.fetchBatchSize = 200
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return (try? context.fetch(request)) ?? []
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}
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func fetchSnapshot(by id: UUID) -> Snapshot? {
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let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
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request.predicate = NSPredicate(format: "id == %@", id as CVarArg)
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request.fetchLimit = 1
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return try? context.fetch(request).first
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}
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func fetchAllSnapshots() -> [Snapshot] {
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let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
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request.sortDescriptors = [
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NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
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]
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request.fetchBatchSize = 200
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return (try? context.fetch(request)) ?? []
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}
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func fetchSnapshots(for account: Account) -> [Snapshot] {
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let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
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request.predicate = NSPredicate(format: "source.account == %@", account)
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request.sortDescriptors = [
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NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
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]
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request.fetchBatchSize = 200
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return (try? context.fetch(request)) ?? []
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}
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func fetchSnapshots(from startDate: Date, to endDate: Date) -> [Snapshot] {
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let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
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request.predicate = NSPredicate(
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format: "date >= %@ AND date <= %@",
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startDate as NSDate,
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endDate as NSDate
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)
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request.sortDescriptors = [
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NSSortDescriptor(keyPath: \Snapshot.date, ascending: true)
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]
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request.fetchBatchSize = 200
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return (try? context.fetch(request)) ?? []
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}
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func fetchLatestSnapshots() -> [Snapshot] {
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// Get the latest snapshot for each source
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let request: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
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let sources = (try? context.fetch(request)) ?? []
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return sources.compactMap { $0.latestSnapshot }
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}
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// MARK: - Create
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@discardableResult
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func createSnapshot(
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for source: InvestmentSource,
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date: Date = Date(),
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value: Decimal,
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contribution: Decimal? = nil,
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notes: String? = nil
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) -> Snapshot {
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let snapshot = Snapshot(context: context)
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snapshot.source = source
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snapshot.date = date
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snapshot.value = NSDecimalNumber(decimal: value)
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if let contribution = contribution {
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snapshot.contribution = NSDecimalNumber(decimal: contribution)
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}
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snapshot.notes = notes
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save()
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return snapshot
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}
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// MARK: - Update
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func updateSnapshot(
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_ snapshot: Snapshot,
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date: Date? = nil,
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value: Decimal? = nil,
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contribution: Decimal? = nil,
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notes: String? = nil,
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clearContribution: Bool = false,
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clearNotes: Bool = false
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) {
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if let date = date {
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snapshot.date = date
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}
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if let value = value {
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snapshot.value = NSDecimalNumber(decimal: value)
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}
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if clearContribution {
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snapshot.contribution = nil
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} else if let contribution = contribution {
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snapshot.contribution = NSDecimalNumber(decimal: contribution)
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}
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if clearNotes {
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snapshot.notes = nil
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} else if let notes = notes {
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snapshot.notes = notes
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}
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save()
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}
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// MARK: - Delete
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func deleteSnapshot(_ snapshot: Snapshot) {
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context.delete(snapshot)
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save()
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}
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func deleteSnapshots(_ snapshots: [Snapshot]) {
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snapshots.forEach { context.delete($0) }
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save()
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}
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func deleteSnapshot(at offsets: IndexSet, from snapshots: [Snapshot]) {
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for index in offsets {
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guard index < snapshots.count else { continue }
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context.delete(snapshots[index])
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}
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save()
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}
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// MARK: - Filtered Fetch (Freemium)
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func fetchSnapshots(
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for source: InvestmentSource,
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limitedToMonths months: Int?
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) -> [Snapshot] {
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var snapshots = fetchSnapshots(for: source)
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if let months = months {
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// Performance: Use cached calendar
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let cutoffDate = Self.calendar.date(
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byAdding: .month,
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value: -months,
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to: Date()
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) ?? Date()
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snapshots = snapshots.filter { $0.date >= cutoffDate }
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}
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return snapshots
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}
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func fetchSnapshots(
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for sourceIds: [UUID],
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months: Int? = nil
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) -> [Snapshot] {
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guard !sourceIds.isEmpty else { return [] }
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// Performance: Use cached calendar
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let cutoffDate: Date? = {
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guard let months = months else { return nil }
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return Self.calendar.date(byAdding: .month, value: -months, to: Date())
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}()
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let key = cacheKey(
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sourceIds: sourceIds,
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months: months
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)
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if let cached = cache.object(forKey: key) as? [Snapshot] {
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return cached
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}
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let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
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var predicates: [NSPredicate] = [
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NSPredicate(format: "source.id IN %@", sourceIds)
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]
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if let cutoffDate {
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predicates.append(NSPredicate(format: "date >= %@", cutoffDate as NSDate))
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}
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request.predicate = NSCompoundPredicate(andPredicateWithSubpredicates: predicates)
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request.sortDescriptors = [
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NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
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]
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request.fetchBatchSize = 300
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let fetched = (try? context.fetch(request)) ?? []
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cache.setObject(fetched as NSArray, forKey: key, cost: fetched.count)
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return fetched
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}
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// MARK: - Historical Data
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func getMonthlyValues(for source: InvestmentSource) -> [(date: Date, value: Decimal)] {
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let snapshots = fetchSnapshots(for: source).reversed()
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var monthlyData: [(date: Date, value: Decimal)] = []
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monthlyData.reserveCapacity(min(snapshots.count, 60))
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var processedMonths: Set<String> = []
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processedMonths.reserveCapacity(60)
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// Performance: Use shared formatter
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let formatter = Self.monthYearFormatter
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for snapshot in snapshots {
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let monthKey = formatter.string(from: snapshot.date)
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if !processedMonths.contains(monthKey) {
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processedMonths.insert(monthKey)
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monthlyData.append((date: snapshot.date, value: snapshot.decimalValue))
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}
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}
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return monthlyData
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}
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func getPortfolioHistory() -> [(date: Date, totalValue: Decimal)] {
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let allSnapshots = fetchAllSnapshots()
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// Performance: Pre-allocate dictionary
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var dateValues: [Date: Decimal] = [:]
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dateValues.reserveCapacity(min(allSnapshots.count, 365))
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// Performance: Use cached calendar
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let calendar = Self.calendar
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for snapshot in allSnapshots {
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let startOfDay = calendar.startOfDay(for: snapshot.date)
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dateValues[startOfDay, default: Decimal.zero] += snapshot.decimalValue
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}
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return dateValues
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.map { (date: $0.key, totalValue: $0.value) }
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.sorted { $0.date < $1.date }
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}
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// MARK: - Save
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private func save() {
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guard context.hasChanges else { return }
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do {
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try context.save()
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invalidateCache()
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CoreDataStack.shared.refreshWidgetData()
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} catch {
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print("Failed to save context: \(error)")
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}
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}
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// MARK: - Cache
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private func cacheKey(
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sourceIds: [UUID],
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months: Int?
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) -> NSString {
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let sortedIds = sourceIds.sorted().map { $0.uuidString }.joined(separator: ",")
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let monthsPart = months.map(String.init) ?? "all"
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return NSString(string: "\(cacheVersion)|\(monthsPart)|\(sortedIds)")
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}
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private func invalidateCache() {
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cache.removeAllObjects()
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cacheVersion &+= 1
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}
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private func setupNotificationObserver() {
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NotificationCenter.default.addObserver(
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self,
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selector: #selector(contextDidChange),
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name: .NSManagedObjectContextObjectsDidChange,
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object: context
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)
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}
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@objc private func contextDidChange(_ notification: Notification) {
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invalidateCache()
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}
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}
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