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 +1,128 @@
+import Foundation
+import Combine
+import CoreData
+
+@MainActor
+class MonthlyCheckInViewModel: ObservableObject {
+    @Published var sourcesNeedingUpdate: [InvestmentSource] = []
+    @Published var sources: [InvestmentSource] = []
+    @Published var monthlySummary: MonthlySummary = .empty
+    @Published var recentNotes: [Snapshot] = []
+    @Published var isLoading = false
+    @Published var selectedAccount: Account?
+    @Published var showAllAccounts = true
+    @Published var selectedRange: DateRange = .thisMonth
+    @Published var checkInStats: MonthlyCheckInStats = .empty
+
+    private let sourceRepository: InvestmentSourceRepository
+    private let snapshotRepository: SnapshotRepository
+    private let calculationService: CalculationService
+    private var cancellables = Set<AnyCancellable>()
+
+    @MainActor
+    init(
+        sourceRepository: InvestmentSourceRepository? = nil,
+        snapshotRepository: SnapshotRepository? = nil,
+        calculationService: CalculationService? = nil
+    ) {
+        let context = CoreDataStack.shared.viewContext
+        self.sourceRepository = sourceRepository ?? InvestmentSourceRepository(context: context)
+        self.snapshotRepository = snapshotRepository ?? SnapshotRepository(context: context)
+        self.calculationService = calculationService ?? .shared
+
+        setupObservers()
+        refresh()
+    }
+
+    private func setupObservers() {
+        sourceRepository.$sources
+            .receive(on: DispatchQueue.main)
+            .sink { [weak self] _ in
+                self?.refresh()
+            }
+            .store(in: &cancellables)
+
+        NotificationCenter.default.publisher(for: .NSManagedObjectContextObjectsDidChange)
+            .debounce(for: .milliseconds(500), scheduler: DispatchQueue.main)
+            .sink { [weak self] _ in
+                self?.refresh()
+            }
+            .store(in: &cancellables)
+    }
+
+    func refresh() {
+        isLoading = true
+        let filtered = filteredSources()
+        let snapshots = filteredSnapshots(for: filtered)
+
+        let accountFilter = showAllAccounts ? nil : selectedAccount
+        sourcesNeedingUpdate = sourceRepository.fetchSourcesNeedingUpdate(for: accountFilter)
+        sources = filtered
+
+        monthlySummary = calculationService.calculateMonthlySummary(
+            sources: filtered,
+            snapshots: snapshots,
+            range: selectedRange
+        )
+
+        checkInStats = MonthlyCheckInStore.stats(referenceDate: selectedRange.end)
+
+        recentNotes = snapshots
+            .filter { ($0.notes?.trimmingCharacters(in: .whitespacesAndNewlines).isEmpty == false)
+                && selectedRange.contains($0.date) }
+            .sorted { $0.date > $1.date }
+            .prefix(5)
+            .map { $0 }
+
+        isLoading = false
+    }
+
+    func duplicatePreviousMonthSnapshots(referenceDate: Date) {
+        let targetRange = DateRange.month(containing: referenceDate)
+        let previousRange = DateRange.month(containing: referenceDate.adding(months: -1))
+        let sources = filteredSources()
+        guard !sources.isEmpty else { return }
+
+        let targetSnapshots = snapshotRepository.fetchSnapshots(
+            from: targetRange.start,
+            to: targetRange.end
+        )
+        let targetSourceIds = Set(targetSnapshots.compactMap { $0.source?.id })
+
+        let now = Date()
+        let targetDate = targetRange.contains(now) ? now : targetRange.end
+
+        for source in sources {
+            let sourceId = source.id
+            if targetSourceIds.contains(sourceId) { continue }
+
+            let previousSnapshots = snapshotRepository.fetchSnapshots(for: source)
+            guard let previousSnapshot = previousSnapshots.first(where: { previousRange.contains($0.date) }) else {
+                continue
+            }
+
+            snapshotRepository.createSnapshot(
+                for: source,
+                date: targetDate,
+                value: previousSnapshot.decimalValue,
+                contribution: previousSnapshot.contribution?.decimalValue,
+                notes: previousSnapshot.notes
+            )
+        }
+    }
+
+    private func filteredSources() -> [InvestmentSource] {
+        if showAllAccounts || selectedAccount == nil {
+            return sourceRepository.sources
+        }
+        return sourceRepository.sources.filter { $0.account?.id == selectedAccount?.id }
+    }
+
+    private func filteredSnapshots(for sources: [InvestmentSource]) -> [Snapshot] {
+        let sourceIds = Set(sources.compactMap { $0.id })
+        return snapshotRepository.fetchAllSnapshots().filter { snapshot in
+            let sourceId = snapshot.source?.id
+            return sourceId.map(sourceIds.contains) ?? false
+        }
+    }
+}