initial version
This commit is contained in:
alexandrev-tibco
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import SwiftUI
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import Charts
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struct AllocationPieChart: View {
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let data: [(category: String, value: Decimal, color: String)]
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@State private var selectedSlice: String?
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var total: Decimal {
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data.reduce(Decimal.zero) { $0 + $1.value }
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}
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var body: some View {
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VStack(alignment: .leading, spacing: 16) {
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Text("Asset Allocation")
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.font(.headline)
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if !data.isEmpty {
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HStack(alignment: .top, spacing: 20) {
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// Pie Chart
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Chart(data, id: \.category) { item in
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SectorMark(
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angle: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue),
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innerRadius: .ratio(0.6),
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angularInset: 1.5
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)
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.foregroundStyle(Color(hex: item.color) ?? .gray)
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.cornerRadius(4)
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.opacity(selectedSlice == nil || selectedSlice == item.category ? 1 : 0.5)
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}
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.chartLegend(.hidden)
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.frame(width: 180, height: 180)
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.overlay {
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// Center content
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VStack(spacing: 2) {
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if let selected = selectedSlice,
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let item = data.first(where: { $0.category == selected }) {
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Text(selected)
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.font(.caption)
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.foregroundColor(.secondary)
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Text(item.value.compactCurrencyString)
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.font(.headline)
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let percentage = total > 0
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? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
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: 0
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Text(String(format: "%.1f%%", percentage))
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.font(.caption)
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.foregroundColor(.secondary)
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} else {
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Text("Total")
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.font(.caption)
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.foregroundColor(.secondary)
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Text(total.compactCurrencyString)
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.font(.headline)
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}
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}
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}
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.gesture(
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DragGesture(minimumDistance: 0)
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.onChanged { value in
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// Simple tap detection
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}
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)
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// Legend
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VStack(alignment: .leading, spacing: 8) {
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ForEach(data, id: \.category) { item in
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Button {
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if selectedSlice == item.category {
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selectedSlice = nil
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} else {
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selectedSlice = item.category
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}
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} label: {
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HStack(spacing: 8) {
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Circle()
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.fill(Color(hex: item.color) ?? .gray)
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.frame(width: 10, height: 10)
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VStack(alignment: .leading, spacing: 0) {
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Text(item.category)
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.font(.caption)
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.foregroundColor(.primary)
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let percentage = total > 0
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? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
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: 0
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Text(String(format: "%.1f%%", percentage))
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.font(.caption2)
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.foregroundColor(.secondary)
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}
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}
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.opacity(selectedSlice == nil || selectedSlice == item.category ? 1 : 0.5)
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}
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.buttonStyle(.plain)
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}
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}
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.frame(maxWidth: .infinity, alignment: .leading)
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}
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AllocationTargetsComparisonChart(data: data)
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} else {
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Text("No allocation data available")
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.foregroundColor(.secondary)
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.frame(height: 200)
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.frame(maxWidth: .infinity)
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}
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}
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.padding()
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.background(Color(.systemBackground))
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.cornerRadius(AppConstants.UI.cornerRadius)
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.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
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}
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}
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// MARK: - Allocation Targets Comparison
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struct AllocationTargetsComparisonChart: View {
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let data: [(category: String, value: Decimal, color: String)]
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@StateObject private var categoryRepository = CategoryRepository()
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private var total: Decimal {
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data.reduce(Decimal.zero) { $0 + $1.value }
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}
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private var targetData: [(category: String, actual: Double, target: Double, color: Color)] {
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data.map { item in
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let actual = total > 0
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? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
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: 0
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let target = AllocationTargetStore.target(for: categoryId(for: item.category)) ?? 0
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let color = Color(hex: item.color) ?? .gray
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return (item.category, actual, target, color)
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}
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}
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var body: some View {
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VStack(alignment: .leading, spacing: 12) {
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Text("Targets vs Actual")
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.font(.headline)
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if targetData.allSatisfy({ $0.target == 0 }) {
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Text("Set allocation targets to compare your portfolio against your plan.")
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.font(.subheadline)
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.foregroundColor(.secondary)
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} else {
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Chart {
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ForEach(targetData, id: \.category) { item in
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BarMark(
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x: .value("Category", item.category),
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y: .value("Actual", item.actual)
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)
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.foregroundStyle(item.color)
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BarMark(
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x: .value("Category", item.category),
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y: .value("Target", item.target)
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)
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.foregroundStyle(Color.gray.opacity(0.35))
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}
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}
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.chartYAxis {
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AxisMarks(position: .leading) { value in
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AxisValueLabel {
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if let doubleValue = value.as(Double.self) {
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Text(String(format: "%.0f%%", doubleValue))
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.font(.caption)
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}
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}
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}
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}
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.chartXAxis {
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AxisMarks { value in
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AxisValueLabel()
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}
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}
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.frame(height: 220)
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ForEach(targetData, id: \.category) { item in
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let drift = item.actual - item.target
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let prefix = drift >= 0 ? "+" : ""
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HStack {
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Circle()
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.fill(item.color)
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.frame(width: 8, height: 8)
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Text(item.category)
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.font(.caption)
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Spacer()
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Text("Actual \(String(format: "%.1f%%", item.actual))")
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.font(.caption2)
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.foregroundColor(.secondary)
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Text("Target \(String(format: "%.0f%%", item.target))")
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.font(.caption2)
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.foregroundColor(.secondary)
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Text("\(prefix)\(String(format: "%.1f%%", drift))")
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.font(.caption2.weight(.semibold))
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.foregroundColor(drift >= 0 ? .positiveGreen : .negativeRed)
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}
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}
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}
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}
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.padding()
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.background(Color(.systemBackground))
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.cornerRadius(AppConstants.UI.cornerRadius)
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.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
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}
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private func categoryId(for name: String) -> UUID {
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if let category = categoryRepository.categories.first(where: { $0.name == name }) {
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return category.id
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}
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return UUID()
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}
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}
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// MARK: - Allocation List View (Alternative)
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struct AllocationListView: View {
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let data: [(category: String, value: Decimal, color: String)]
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var total: Decimal {
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data.reduce(Decimal.zero) { $0 + $1.value }
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}
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var body: some View {
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VStack(alignment: .leading, spacing: 12) {
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Text("Asset Allocation")
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.font(.headline)
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ForEach(data, id: \.category) { item in
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VStack(spacing: 4) {
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HStack {
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HStack(spacing: 8) {
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Circle()
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.fill(Color(hex: item.color) ?? .gray)
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.frame(width: 10, height: 10)
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Text(item.category)
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.font(.subheadline)
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}
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Spacer()
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let percentage = total > 0
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? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
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: 0
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Text(String(format: "%.1f%%", percentage))
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.font(.subheadline.weight(.medium))
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Text(item.value.compactCurrencyString)
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.font(.caption)
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.foregroundColor(.secondary)
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.frame(width: 70, alignment: .trailing)
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}
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// Progress bar
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GeometryReader { geometry in
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let percentage = total > 0
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? NSDecimalNumber(decimal: item.value / total).doubleValue
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: 0
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ZStack(alignment: .leading) {
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Rectangle()
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.fill(Color.gray.opacity(0.1))
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.frame(height: 6)
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.cornerRadius(3)
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Rectangle()
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.fill(Color(hex: item.color) ?? .gray)
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.frame(width: geometry.size.width * percentage, height: 6)
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.cornerRadius(3)
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}
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}
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.frame(height: 6)
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}
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}
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}
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.padding()
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.background(Color(.systemBackground))
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.cornerRadius(AppConstants.UI.cornerRadius)
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.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
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}
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}
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#Preview {
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let sampleData: [(category: String, value: Decimal, color: String)] = [
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("Stocks", 50000, "#10B981"),
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("Bonds", 25000, "#3B82F6"),
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("Real Estate", 15000, "#F59E0B"),
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("Crypto", 10000, "#8B5CF6")
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]
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return VStack(spacing: 20) {
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AllocationPieChart(data: sampleData)
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AllocationListView(data: sampleData)
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}
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.padding()
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}
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