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InvestmentTrackerApp
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alexandrev-tibco 2026-01-08 12:08:19 +01:00
parent d6affd13b0
commit bab350dd22
70 changed files with 11281 additions and 193 deletions
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217
InvestmentTracker.xcodeproj/project.pbxproj
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@ -6,15 +6,51 @@
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@ -179,6 +297,7 @@
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InvestmentTracker/InvestmentTracker.xcdatamodeld/.xccurrentversion → InvestmentTracker.xcodeproj/project.xcworkspace/xcshareddata/WorkspaceSettings.xcsettings
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InvestmentTracker.xcodeproj/project.xcworkspace/xcshareddata/swiftpm/Package.resolved Normal file
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16
InvestmentTracker.xcodeproj/project.xcworkspace/xcuserdata/alexandrev.xcuserdatad/WorkspaceSettings.xcsettings Normal file
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78
InvestmentTracker.xcodeproj/xcshareddata/xcschemes/InvestmentTracker.xcscheme Normal file
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InvestmentTracker.xcodeproj/xcshareddata/xcschemes/InvestmentTrackerWidgetExtension.xcscheme Normal file
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buildArchitectures = "Automatic">
<BuildActionEntries>
<BuildActionEntry
buildForTesting = "YES"
buildForRunning = "YES"
buildForProfiling = "YES"
buildForArchiving = "YES"
buildForAnalyzing = "YES">
<BuildableReference
BuildableIdentifier = "primary"
BlueprintIdentifier = "0E241ECB2F0DAA3C00283E2F"
BuildableName = "InvestmentTrackerWidgetExtension.appex"
BlueprintName = "InvestmentTrackerWidgetExtension"
ReferencedContainer = "container:InvestmentTracker.xcodeproj">
</BuildableReference>
</BuildActionEntry>
<BuildActionEntry
buildForTesting = "YES"
buildForRunning = "YES"
buildForProfiling = "YES"
buildForArchiving = "YES"
buildForAnalyzing = "YES">
<BuildableReference
BuildableIdentifier = "primary"
BlueprintIdentifier = "0E241E382F0DA93A00283E2F"
BuildableName = "InvestmentTracker.app"
BlueprintName = "InvestmentTracker"
ReferencedContainer = "container:InvestmentTracker.xcodeproj">
</BuildableReference>
</BuildActionEntry>
</BuildActionEntries>
</BuildAction>
<TestAction
buildConfiguration = "Debug"
selectedDebuggerIdentifier = "Xcode.DebuggerFoundation.Debugger.LLDB"
selectedLauncherIdentifier = "Xcode.DebuggerFoundation.Launcher.LLDB"
shouldUseLaunchSchemeArgsEnv = "YES"
shouldAutocreateTestPlan = "YES">
</TestAction>
<LaunchAction
buildConfiguration = "Debug"
selectedDebuggerIdentifier = ""
selectedLauncherIdentifier = "Xcode.IDEFoundation.Launcher.PosixSpawn"
launchStyle = "0"
askForAppToLaunch = "Yes"
useCustomWorkingDirectory = "NO"
ignoresPersistentStateOnLaunch = "NO"
debugDocumentVersioning = "YES"
debugServiceExtension = "internal"
allowLocationSimulation = "YES"
launchAutomaticallySubstyle = "2">
<BuildableProductRunnable
runnableDebuggingMode = "0">
<BuildableReference
BuildableIdentifier = "primary"
BlueprintIdentifier = "0E241E382F0DA93A00283E2F"
BuildableName = "InvestmentTracker.app"
BlueprintName = "InvestmentTracker"
ReferencedContainer = "container:InvestmentTracker.xcodeproj">
</BuildableReference>
</BuildableProductRunnable>
</LaunchAction>
<ProfileAction
buildConfiguration = "Release"
shouldUseLaunchSchemeArgsEnv = "YES"
savedToolIdentifier = ""
useCustomWorkingDirectory = "NO"
debugDocumentVersioning = "YES"
askForAppToLaunch = "Yes"
launchAutomaticallySubstyle = "2">
<BuildableProductRunnable
runnableDebuggingMode = "0">
<BuildableReference
BuildableIdentifier = "primary"
BlueprintIdentifier = "0E241E382F0DA93A00283E2F"
BuildableName = "InvestmentTracker.app"
BlueprintName = "InvestmentTracker"
ReferencedContainer = "container:InvestmentTracker.xcodeproj">
</BuildableReference>
</BuildableProductRunnable>
</ProfileAction>
<AnalyzeAction
buildConfiguration = "Debug">
</AnalyzeAction>
<ArchiveAction
buildConfiguration = "Release"
revealArchiveInOrganizer = "YES">
</ArchiveAction>
</Scheme>

23
InvestmentTracker.xcodeproj/xcuserdata/alexandrev.xcuserdatad/xcschemes/xcschememanagement.plist
View File

@ -5,10 +5,33 @@
<key>SchemeUserState</key>
<dict>
<key>InvestmentTracker.xcscheme_^#shared#^_</key>
<dict>
<key>orderHint</key>
<integer>1</integer>
</dict>
<key>InvestmentTrackerWidgetExtension.xcscheme_^#shared#^_</key>
<dict>
<key>orderHint</key>
<integer>0</integer>
</dict>
<key>Promises (Playground).xcscheme</key>
<dict>
<key>orderHint</key>
<integer>2</integer>
</dict>
</dict>
<key>SuppressBuildableAutocreation</key>
<dict>
<key>0E241E382F0DA93A00283E2F</key>
<dict>
<key>primary</key>
<true/>
</dict>
<key>0E241ECB2F0DAA3C00283E2F</key>
<dict>
<key>primary</key>
<true/>
</dict>
</dict>
</dict>
</plist>

47
InvestmentTracker/App/AppDelegate.swift Normal file
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@ -0,0 +1,47 @@
import UIKit
import UserNotifications
class AppDelegate: NSObject, UIApplicationDelegate {
func application(
_ application: UIApplication,
didFinishLaunchingWithOptions launchOptions: [UIApplication.LaunchOptionsKey: Any]? = nil
) -> Bool {
// Request notification permissions
requestNotificationPermissions()
// Register background tasks
registerBackgroundTasks()
return true
}
private func requestNotificationPermissions() {
let center = UNUserNotificationCenter.current()
center.requestAuthorization(options: [.alert, .badge, .sound]) { granted, error in
if let error = error {
print("Notification permission error: \(error)")
}
print("Notification permission granted: \(granted)")
}
}
private func registerBackgroundTasks() {
// Background fetch for updating widget data and notification badges
UIApplication.shared.setMinimumBackgroundFetchInterval(UIApplication.backgroundFetchIntervalMinimum)
}
func application(
_ application: UIApplication,
didRegisterForRemoteNotificationsWithDeviceToken deviceToken: Data
) {
let token = deviceToken.map { String(format: "%02.2hhx", $0) }.joined()
print("Device token: \(token)")
}
func application(
_ application: UIApplication,
didFailToRegisterForRemoteNotificationsWithError error: Error
) {
print("Failed to register for remote notifications: \(error)")
}
}

65
InvestmentTracker/App/ContentView.swift Normal file
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@ -0,0 +1,65 @@
import SwiftUI
struct ContentView: View {
@EnvironmentObject var iapService: IAPService
@EnvironmentObject var adMobService: AdMobService
@AppStorage("onboardingCompleted") private var onboardingCompleted = false
@State private var selectedTab = 0
var body: some View {
Group {
if !onboardingCompleted {
OnboardingView(onboardingCompleted: $onboardingCompleted)
} else {
mainContent
}
}
}
private var mainContent: some View {
ZStack(alignment: .bottom) {
TabView(selection: $selectedTab) {
DashboardView()
.tabItem {
Label("Dashboard", systemImage: "chart.pie.fill")
}
.tag(0)
SourceListView()
.tabItem {
Label("Sources", systemImage: "list.bullet")
}
.tag(1)
ChartsContainerView()
.tabItem {
Label("Charts", systemImage: "chart.xyaxis.line")
}
.tag(2)
SettingsView()
.tabItem {
Label("Settings", systemImage: "gearshape.fill")
}
.tag(3)
}
// Banner ad at bottom for free users
if !iapService.isPremium {
VStack(spacing: 0) {
Spacer()
BannerAdView()
.frame(height: 50)
}
.padding(.bottom, 49) // Account for tab bar height
}
}
}
}
#Preview {
ContentView()
.environmentObject(IAPService())
.environmentObject(AdMobService())
}

20
InvestmentTracker/App/InvestmentTrackerApp.swift Normal file
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@ -0,0 +1,20 @@
import SwiftUI
import FirebaseCore
@main
struct InvestmentTrackerApp: App {
@UIApplicationDelegateAdaptor(AppDelegate.self) var appDelegate
@StateObject private var iapService = IAPService()
@StateObject private var adMobService = AdMobService()
let coreDataStack = CoreDataStack.shared
var body: some Scene {
WindowGroup {
ContentView()
.environment(\.managedObjectContext, coreDataStack.viewContext)
.environmentObject(iapService)
.environmentObject(adMobService)
}
}
}

86
InvestmentTracker/ContentView.swift
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@ -1,86 +0,0 @@
//
// ContentView.swift
// InvestmentTracker
//
// Created by Alexandre Vazquez on 06/01/2026.
//
import SwiftUI
import CoreData
struct ContentView: View {
@Environment(\.managedObjectContext) private var viewContext
@FetchRequest(
sortDescriptors: [NSSortDescriptor(keyPath: \Item.timestamp, ascending: true)],
animation: .default)
private var items: FetchedResults<Item>
var body: some View {
NavigationView {
List {
ForEach(items) { item in
NavigationLink {
Text("Item at \(item.timestamp!, formatter: itemFormatter)")
} label: {
Text(item.timestamp!, formatter: itemFormatter)
}
}
.onDelete(perform: deleteItems)
}
.toolbar {
ToolbarItem(placement: .navigationBarTrailing) {
EditButton()
}
ToolbarItem {
Button(action: addItem) {
Label("Add Item", systemImage: "plus")
}
}
}
Text("Select an item")
}
}
private func addItem() {
withAnimation {
let newItem = Item(context: viewContext)
newItem.timestamp = Date()
do {
try viewContext.save()
} catch {
// Replace this implementation with code to handle the error appropriately.
// fatalError() causes the application to generate a crash log and terminate. You should not use this function in a shipping application, although it may be useful during development.
let nsError = error as NSError
fatalError("Unresolved error \(nsError), \(nsError.userInfo)")
}
}
}
private func deleteItems(offsets: IndexSet) {
withAnimation {
offsets.map { items[$0] }.forEach(viewContext.delete)
do {
try viewContext.save()
} catch {
// Replace this implementation with code to handle the error appropriately.
// fatalError() causes the application to generate a crash log and terminate. You should not use this function in a shipping application, although it may be useful during development.
let nsError = error as NSError
fatalError("Unresolved error \(nsError), \(nsError.userInfo)")
}
}
}
}
private let itemFormatter: DateFormatter = {
let formatter = DateFormatter()
formatter.dateStyle = .short
formatter.timeStyle = .medium
return formatter
}()
#Preview {
ContentView().environment(\.managedObjectContext, PersistenceController.preview.container.viewContext)
}

10
InvestmentTracker/Info.plist
View File

@ -1,10 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
<plist version="1.0">
<dict>
<key>UIBackgroundModes</key>
<array>
<string>remote-notification</string>
</array>
</dict>
</plist>

8
InvestmentTracker/InvestmentTracker.entitlements
View File

@ -5,10 +5,16 @@
<key>aps-environment</key>
<string>development</string>
<key>com.apple.developer.icloud-container-identifiers</key>
<array/>
<array>
<string>iCloud.com.yourteam.investmenttracker</string>
</array>
<key>com.apple.developer.icloud-services</key>
<array>
<string>CloudKit</string>
</array>
<key>com.apple.developer.ubiquity-kvstore-identifier</key>
<string>$(TeamIdentifierPrefix)$(CFBundleIdentifier)</string>
<key>com.apple.security.application-groups</key>
<array/>
</dict>
</plist>

9
InvestmentTracker/InvestmentTracker.xcdatamodeld/InvestmentTracker.xcdatamodel/contents
View File

@ -1,9 +0,0 @@
<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<model type="com.apple.IDECoreDataModeler.DataModel" documentVersion="1.0" lastSavedToolsVersion="1" systemVersion="11A491" minimumToolsVersion="Automatic" sourceLanguage="Swift" usedWithCloudKit="true" userDefinedModelVersionIdentifier="">
<entity name="Item" representedClassName="Item" syncable="YES" codeGenerationType="class">
<attribute name="timestamp" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
</entity>
<elements>
<element name="Item" positionX="-63" positionY="-18" width="128" height="44"/>
</elements>
</model>

21
InvestmentTracker/InvestmentTrackerApp.swift
View File

@ -1,21 +0,0 @@
//
// InvestmentTrackerApp.swift
// InvestmentTracker
//
// Created by Alexandre Vazquez on 06/01/2026.
//
import SwiftUI
import CoreData
@main
struct InvestmentTrackerApp: App {
let persistenceController = PersistenceController.shared
var body: some Scene {
WindowGroup {
ContentView()
.environment(\.managedObjectContext, persistenceController.container.viewContext)
}
}
}

71
InvestmentTracker/Models/CoreData/AppSettings+CoreDataClass.swift Normal file
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@ -0,0 +1,71 @@
import Foundation
import CoreData
@objc(AppSettings)
public class AppSettings: NSManagedObject, Identifiable {
@nonobjc public class func fetchRequest() -> NSFetchRequest<AppSettings> {
return NSFetchRequest<AppSettings>(entityName: "AppSettings")
}
@NSManaged public var id: UUID
@NSManaged public var currency: String
@NSManaged public var defaultNotificationTime: Date?
@NSManaged public var enableAnalytics: Bool
@NSManaged public var onboardingCompleted: Bool
@NSManaged public var lastSyncDate: Date?
@NSManaged public var createdAt: Date
public override func awakeFromInsert() {
super.awakeFromInsert()
id = UUID()
currency = "EUR"
enableAnalytics = true
onboardingCompleted = false
createdAt = Date()
// Default notification time: 9:00 AM
var components = DateComponents()
components.hour = 9
components.minute = 0
defaultNotificationTime = Calendar.current.date(from: components)
}
}
// MARK: - Computed Properties
extension AppSettings {
var currencySymbol: String {
let locale = Locale.current
return locale.currencySymbol ?? "€"
}
var notificationTimeString: String {
guard let time = defaultNotificationTime else { return "9:00 AM" }
let formatter = DateFormatter()
formatter.timeStyle = .short
return formatter.string(from: time)
}
}
// MARK: - Static Helpers
extension AppSettings {
static func getOrCreate(in context: NSManagedObjectContext) -> AppSettings {
let request: NSFetchRequest<AppSettings> = AppSettings.fetchRequest()
request.fetchLimit = 1
if let existing = try? context.fetch(request).first {
return existing
}
let new = AppSettings(context: context)
try? context.save()
return new
}
static func markOnboardingComplete(in context: NSManagedObjectContext) {
let settings = getOrCreate(in: context)
settings.onboardingCompleted = true
try? context.save()
}
}

92
InvestmentTracker/Models/CoreData/Category+CoreDataClass.swift Normal file
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@ -0,0 +1,92 @@
import Foundation
import CoreData
import SwiftUI
@objc(Category)
public class Category: NSManagedObject, Identifiable {
@nonobjc public class func fetchRequest() -> NSFetchRequest<Category> {
return NSFetchRequest<Category>(entityName: "Category")
}
@NSManaged public var id: UUID
@NSManaged public var name: String
@NSManaged public var colorHex: String
@NSManaged public var icon: String
@NSManaged public var sortOrder: Int16
@NSManaged public var createdAt: Date
@NSManaged public var sources: NSSet?
public override func awakeFromInsert() {
super.awakeFromInsert()
id = UUID()
createdAt = Date()
sortOrder = 0
colorHex = "#3B82F6"
icon = "chart.pie.fill"
name = ""
}
}
// MARK: - Computed Properties
extension Category {
var color: Color {
Color(hex: colorHex) ?? .blue
}
var sourcesArray: [InvestmentSource] {
let set = sources as? Set<InvestmentSource> ?? []
return set.sorted { $0.name < $1.name }
}
var sourceCount: Int {
sources?.count ?? 0
}
var totalValue: Decimal {
sourcesArray.reduce(Decimal.zero) { $0 + $1.latestValue }
}
}
// MARK: - Generated accessors for sources
extension Category {
@objc(addSourcesObject:)
@NSManaged public func addToSources(_ value: InvestmentSource)
@objc(removeSourcesObject:)
@NSManaged public func removeFromSources(_ value: InvestmentSource)
@objc(addSources:)
@NSManaged public func addToSources(_ values: NSSet)
@objc(removeSources:)
@NSManaged public func removeFromSources(_ values: NSSet)
}
// MARK: - Default Categories
extension Category {
static let defaultCategories: [(name: String, colorHex: String, icon: String)] = [
("Stocks", "#10B981", "chart.line.uptrend.xyaxis"),
("Bonds", "#3B82F6", "building.columns.fill"),
("Real Estate", "#F59E0B", "house.fill"),
("Crypto", "#8B5CF6", "bitcoinsign.circle.fill"),
("Cash", "#6B7280", "banknote.fill"),
("ETFs", "#EC4899", "chart.bar.fill"),
("Retirement", "#14B8A6", "person.fill"),
("Other", "#64748B", "ellipsis.circle.fill")
]
static func createDefaultCategories(in context: NSManagedObjectContext) {
for (index, categoryData) in defaultCategories.enumerated() {
let category = Category(context: context)
category.name = categoryData.name
category.colorHex = categoryData.colorHex
category.icon = categoryData.icon
category.sortOrder = Int16(index)
}
try? context.save()
}
}

144
InvestmentTracker/Models/CoreData/InvestmentSource+CoreDataClass.swift Normal file
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@ -0,0 +1,144 @@
import Foundation
import CoreData
@objc(InvestmentSource)
public class InvestmentSource: NSManagedObject, Identifiable {
@nonobjc public class func fetchRequest() -> NSFetchRequest<InvestmentSource> {
return NSFetchRequest<InvestmentSource>(entityName: "InvestmentSource")
}
@NSManaged public var id: UUID
@NSManaged public var name: String
@NSManaged public var notificationFrequency: String
@NSManaged public var customFrequencyMonths: Int16
@NSManaged public var isActive: Bool
@NSManaged public var createdAt: Date
@NSManaged public var category: Category?
@NSManaged public var snapshots: NSSet?
public override func awakeFromInsert() {
super.awakeFromInsert()
id = UUID()
createdAt = Date()
isActive = true
notificationFrequency = NotificationFrequency.monthly.rawValue
customFrequencyMonths = 1
name = ""
}
}
// MARK: - Notification Frequency
enum NotificationFrequency: String, CaseIterable, Identifiable {
case monthly = "monthly"
case quarterly = "quarterly"
case semiannual = "semiannual"
case annual = "annual"
case custom = "custom"
case never = "never"
var id: String { rawValue }
var displayName: String {
switch self {
case .monthly: return "Monthly"
case .quarterly: return "Quarterly"
case .semiannual: return "Semi-Annual"
case .annual: return "Annual"
case .custom: return "Custom"
case .never: return "Never"
}
}
var months: Int {
switch self {
case .monthly: return 1
case .quarterly: return 3
case .semiannual: return 6
case .annual: return 12
case .custom, .never: return 0
}
}
}
// MARK: - Computed Properties
extension InvestmentSource {
var snapshotsArray: [Snapshot] {
let set = snapshots as? Set<Snapshot> ?? []
return set.sorted { $0.date > $1.date }
}
var sortedSnapshotsByDateAscending: [Snapshot] {
let set = snapshots as? Set<Snapshot> ?? []
return set.sorted { $0.date < $1.date }
}
var latestSnapshot: Snapshot? {
snapshotsArray.first
}
var latestValue: Decimal {
latestSnapshot?.value?.decimalValue ?? Decimal.zero
}
var snapshotCount: Int {
snapshots?.count ?? 0
}
var frequency: NotificationFrequency {
NotificationFrequency(rawValue: notificationFrequency) ?? .monthly
}
var nextReminderDate: Date? {
guard frequency != .never else { return nil }
let months = frequency == .custom ? Int(customFrequencyMonths) : frequency.months
guard let lastSnapshot = latestSnapshot else {
return Date() // Remind now if no snapshots
}
return Calendar.current.date(byAdding: .month, value: months, to: lastSnapshot.date)
}
var needsUpdate: Bool {
guard let nextDate = nextReminderDate else { return false }
return Date() >= nextDate
}
// MARK: - Performance Metrics
var totalReturn: Decimal {
guard let first = sortedSnapshotsByDateAscending.first,
let last = snapshotsArray.first,
let firstValue = first.value?.decimalValue,
firstValue != Decimal.zero else {
return Decimal.zero
}
let lastValue = last.value?.decimalValue ?? Decimal.zero
return ((lastValue - firstValue) / firstValue) * 100
}
var totalContributions: Decimal {
snapshotsArray.reduce(Decimal.zero) { result, snapshot in
result + (snapshot.contribution?.decimalValue ?? Decimal.zero)
}
}
}
// MARK: - Generated accessors for snapshots
extension InvestmentSource {
@objc(addSnapshotsObject:)
@NSManaged public func addToSnapshots(_ value: Snapshot)
@objc(removeSnapshotsObject:)
@NSManaged public func removeFromSnapshots(_ value: Snapshot)
@objc(addSnapshots:)
@NSManaged public func addToSnapshots(_ values: NSSet)
@objc(removeSnapshots:)
@NSManaged public func removeFromSnapshots(_ values: NSSet)
}

58
InvestmentTracker/Models/CoreData/InvestmentTracker.xcdatamodeld/InvestmentTracker.xcdatamodel/contents Normal file
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@ -0,0 +1,58 @@
<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<model type="com.apple.IDECoreDataModeler.DataModel" documentVersion="1.0" lastSavedToolsVersion="22522" systemVersion="23F79" minimumToolsVersion="Automatic" sourceLanguage="Swift" usedWithCloudKit="YES" userDefinedModelVersionIdentifier="">
<entity name="AppSettings" representedClassName="AppSettings" syncable="YES">
<attribute name="createdAt" attributeType="Date" usesScalarValueType="NO"/>
<attribute name="currency" attributeType="String" defaultValueString="EUR"/>
<attribute name="defaultNotificationTime" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
<attribute name="enableAnalytics" attributeType="Boolean" defaultValueString="YES" usesScalarValueType="YES"/>
<attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
<attribute name="lastSyncDate" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
<attribute name="onboardingCompleted" attributeType="Boolean" defaultValueString="NO" usesScalarValueType="YES"/>
</entity>
<entity name="Category" representedClassName="Category" syncable="YES">
<attribute name="colorHex" attributeType="String" defaultValueString="#3B82F6"/>
<attribute name="createdAt" attributeType="Date" usesScalarValueType="NO"/>
<attribute name="icon" attributeType="String" defaultValueString="chart.pie.fill"/>
<attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
<attribute name="name" attributeType="String" defaultValueString=""/>
<attribute name="sortOrder" attributeType="Integer 16" defaultValueString="0" usesScalarValueType="YES"/>
<relationship name="sources" optional="YES" toMany="YES" deletionRule="Cascade" destinationEntity="InvestmentSource" inverseName="category" inverseEntity="InvestmentSource"/>
</entity>
<entity name="InvestmentSource" representedClassName="InvestmentSource" syncable="YES">
<attribute name="createdAt" attributeType="Date" usesScalarValueType="NO"/>
<attribute name="customFrequencyMonths" attributeType="Integer 16" defaultValueString="1" usesScalarValueType="YES"/>
<attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
<attribute name="isActive" attributeType="Boolean" defaultValueString="YES" usesScalarValueType="YES"/>
<attribute name="name" attributeType="String" defaultValueString=""/>
<attribute name="notificationFrequency" attributeType="String" defaultValueString="monthly"/>
<relationship name="category" optional="YES" maxCount="1" deletionRule="Nullify" destinationEntity="Category" inverseName="sources" inverseEntity="Category"/>
<relationship name="snapshots" optional="YES" toMany="YES" deletionRule="Cascade" destinationEntity="Snapshot" inverseName="source" inverseEntity="Snapshot"/>
</entity>
<entity name="PredictionCache" representedClassName="PredictionCache" syncable="YES">
<attribute name="algorithm" attributeType="String" defaultValueString="linear"/>
<attribute name="calculatedAt" attributeType="Date" usesScalarValueType="NO"/>
<attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
<attribute name="predictionData" optional="YES" attributeType="Binary"/>
<attribute name="sourceId" optional="YES" attributeType="UUID" usesScalarValueType="NO"/>
<attribute name="validUntil" attributeType="Date" usesScalarValueType="NO"/>
</entity>
<entity name="PremiumStatus" representedClassName="PremiumStatus" syncable="YES">
<attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
<attribute name="isFamilyShared" attributeType="Boolean" defaultValueString="NO" usesScalarValueType="YES"/>
<attribute name="isPremium" attributeType="Boolean" defaultValueString="NO" usesScalarValueType="YES"/>
<attribute name="lastVerificationDate" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
<attribute name="originalPurchaseDate" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
<attribute name="productIdentifier" optional="YES" attributeType="String"/>
<attribute name="purchaseDate" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
<attribute name="transactionId" optional="YES" attributeType="String"/>
</entity>
<entity name="Snapshot" representedClassName="Snapshot" syncable="YES">
<attribute name="contribution" optional="YES" attributeType="Decimal"/>
<attribute name="createdAt" attributeType="Date" usesScalarValueType="NO"/>
<attribute name="date" attributeType="Date" usesScalarValueType="NO"/>
<attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
<attribute name="notes" optional="YES" attributeType="String"/>
<attribute name="value" optional="YES" attributeType="Decimal"/>
<relationship name="source" optional="YES" maxCount="1" deletionRule="Nullify" destinationEntity="InvestmentSource" inverseName="snapshots" inverseEntity="InvestmentSource"/>
</entity>
</model>

147
InvestmentTracker/Models/CoreData/PredictionCache+CoreDataClass.swift Normal file
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@ -0,0 +1,147 @@
import Foundation
import CoreData
@objc(PredictionCache)
public class PredictionCache: NSManagedObject, Identifiable {
@nonobjc public class func fetchRequest() -> NSFetchRequest<PredictionCache> {
return NSFetchRequest<PredictionCache>(entityName: "PredictionCache")
}
@NSManaged public var id: UUID
@NSManaged public var sourceId: UUID?
@NSManaged public var algorithm: String
@NSManaged public var predictionData: Data?
@NSManaged public var calculatedAt: Date
@NSManaged public var validUntil: Date
public override func awakeFromInsert() {
super.awakeFromInsert()
id = UUID()
calculatedAt = Date()
// Cache valid for 24 hours
validUntil = Calendar.current.date(byAdding: .hour, value: 24, to: Date()) ?? Date()
algorithm = PredictionAlgorithm.linear.rawValue
}
}
// MARK: - Prediction Algorithm
enum PredictionAlgorithm: String, CaseIterable, Identifiable {
case linear = "linear"
case exponentialSmoothing = "exponential_smoothing"
case movingAverage = "moving_average"
var id: String { rawValue }
var displayName: String {
switch self {
case .linear: return "Linear Regression"
case .exponentialSmoothing: return "Exponential Smoothing"
case .movingAverage: return "Moving Average"
}
}
var description: String {
switch self {
case .linear:
return "Projects future values based on historical trend line"
case .exponentialSmoothing:
return "Gives more weight to recent data points"
case .movingAverage:
return "Smooths out short-term fluctuations"
}
}
}
// MARK: - Computed Properties
extension PredictionCache {
var isValid: Bool {
Date() < validUntil
}
var algorithmType: PredictionAlgorithm {
PredictionAlgorithm(rawValue: algorithm) ?? .linear
}
var predictions: [Prediction]? {
guard let data = predictionData else { return nil }
return try? JSONDecoder().decode([Prediction].self, from: data)
}
}
// MARK: - Static Helpers
extension PredictionCache {
static func getCache(
for sourceId: UUID?,
algorithm: PredictionAlgorithm,
in context: NSManagedObjectContext
) -> PredictionCache? {
let request: NSFetchRequest<PredictionCache> = PredictionCache.fetchRequest()
if let sourceId = sourceId {
request.predicate = NSPredicate(
format: "sourceId == %@ AND algorithm == %@",
sourceId as CVarArg,
algorithm.rawValue
)
} else {
request.predicate = NSPredicate(
format: "sourceId == nil AND algorithm == %@",
algorithm.rawValue
)
}
request.fetchLimit = 1
guard let cache = try? context.fetch(request).first,
cache.isValid else {
return nil
}
return cache
}
static func saveCache(
for sourceId: UUID?,
algorithm: PredictionAlgorithm,
predictions: [Prediction],
in context: NSManagedObjectContext
) {
// Remove old cache
let request: NSFetchRequest<PredictionCache> = PredictionCache.fetchRequest()
if let sourceId = sourceId {
request.predicate = NSPredicate(
format: "sourceId == %@ AND algorithm == %@",
sourceId as CVarArg,
algorithm.rawValue
)
} else {
request.predicate = NSPredicate(
format: "sourceId == nil AND algorithm == %@",
algorithm.rawValue
)
}
if let oldCache = try? context.fetch(request) {
oldCache.forEach { context.delete($0) }
}
// Create new cache
let cache = PredictionCache(context: context)
cache.sourceId = sourceId
cache.algorithm = algorithm.rawValue
cache.predictionData = try? JSONEncoder().encode(predictions)
try? context.save()
}
static func invalidateAll(in context: NSManagedObjectContext) {
let request: NSFetchRequest<PredictionCache> = PredictionCache.fetchRequest()
if let caches = try? context.fetch(request) {
caches.forEach { context.delete($0) }
}
try? context.save()
}
}

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import Foundation
import CoreData
@objc(PremiumStatus)
public class PremiumStatus: NSManagedObject, Identifiable {
@nonobjc public class func fetchRequest() -> NSFetchRequest<PremiumStatus> {
return NSFetchRequest<PremiumStatus>(entityName: "PremiumStatus")
}
@NSManaged public var id: UUID
@NSManaged public var isPremium: Bool
@NSManaged public var purchaseDate: Date?
@NSManaged public var productIdentifier: String?
@NSManaged public var transactionId: String?
@NSManaged public var isFamilyShared: Bool
@NSManaged public var lastVerificationDate: Date?
@NSManaged public var originalPurchaseDate: Date?
public override func awakeFromInsert() {
super.awakeFromInsert()
id = UUID()
isPremium = false
isFamilyShared = false
}
}
// MARK: - Computed Properties
extension PremiumStatus {
var daysSincePurchase: Int? {
guard let purchaseDate = purchaseDate else { return nil }
return Calendar.current.dateComponents([.day], from: purchaseDate, to: Date()).day
}
var needsVerification: Bool {
guard let lastVerification = lastVerificationDate else { return true }
let hoursSinceVerification = Calendar.current.dateComponents(
[.hour],
from: lastVerification,
to: Date()
).hour ?? 0
return hoursSinceVerification >= 24
}
}
// MARK: - Static Helpers
extension PremiumStatus {
static func getOrCreate(in context: NSManagedObjectContext) -> PremiumStatus {
let request: NSFetchRequest<PremiumStatus> = PremiumStatus.fetchRequest()
request.fetchLimit = 1
if let existing = try? context.fetch(request).first {
return existing
}
let new = PremiumStatus(context: context)
try? context.save()
return new
}
static func updateStatus(
isPremium: Bool,
productIdentifier: String?,
transactionId: String?,
isFamilyShared: Bool,
in context: NSManagedObjectContext
) {
let status = getOrCreate(in: context)
status.isPremium = isPremium
status.productIdentifier = productIdentifier
status.transactionId = transactionId
status.isFamilyShared = isFamilyShared
status.lastVerificationDate = Date()
if isPremium && status.purchaseDate == nil {
status.purchaseDate = Date()
}
try? context.save()
}
}

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import Foundation
import CoreData
@objc(Snapshot)
public class Snapshot: NSManagedObject, Identifiable {
@nonobjc public class func fetchRequest() -> NSFetchRequest<Snapshot> {
return NSFetchRequest<Snapshot>(entityName: "Snapshot")
}
@NSManaged public var id: UUID
@NSManaged public var date: Date
@NSManaged public var value: NSDecimalNumber?
@NSManaged public var contribution: NSDecimalNumber?
@NSManaged public var notes: String?
@NSManaged public var createdAt: Date
@NSManaged public var source: InvestmentSource?
public override func awakeFromInsert() {
super.awakeFromInsert()
id = UUID()
date = Date()
createdAt = Date()
}
}
// MARK: - Computed Properties
extension Snapshot {
var decimalValue: Decimal {
value?.decimalValue ?? Decimal.zero
}
var decimalContribution: Decimal {
contribution?.decimalValue ?? Decimal.zero
}
var formattedValue: String {
let formatter = NumberFormatter()
formatter.numberStyle = .currency
formatter.currencyCode = "EUR"
formatter.maximumFractionDigits = 2
return formatter.string(from: value ?? 0) ?? "€0.00"
}
var formattedDate: String {
let formatter = DateFormatter()
formatter.dateStyle = .medium
formatter.timeStyle = .none
return formatter.string(from: date)
}
var monthYearString: String {
let formatter = DateFormatter()
formatter.dateFormat = "MMM yyyy"
return formatter.string(from: date)
}
}
// MARK: - Comparison with Previous
extension Snapshot {
func change(from previousSnapshot: Snapshot?) -> Decimal {
guard let previous = previousSnapshot,
let previousValue = previous.value?.decimalValue,
previousValue != Decimal.zero else {
return Decimal.zero
}
let currentValue = value?.decimalValue ?? Decimal.zero
return currentValue - previousValue
}
func percentageChange(from previousSnapshot: Snapshot?) -> Decimal {
guard let previous = previousSnapshot,
let previousValue = previous.value?.decimalValue,
previousValue != Decimal.zero else {
return Decimal.zero
}
let currentValue = value?.decimalValue ?? Decimal.zero
return ((currentValue - previousValue) / previousValue) * 100
}
}

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import CoreData
import CloudKit
class CoreDataStack: ObservableObject {
static let shared = CoreDataStack()
static let appGroupIdentifier = "group.com.yourteam.investmenttracker"
static let cloudKitContainerIdentifier = "iCloud.com.yourteam.investmenttracker"
lazy var persistentContainer: NSPersistentCloudKitContainer = {
let container = NSPersistentCloudKitContainer(name: "InvestmentTracker")
// App Group store URL for sharing with widgets
guard let storeURL = FileManager.default
.containerURL(forSecurityApplicationGroupIdentifier: Self.appGroupIdentifier)?
.appendingPathComponent("InvestmentTracker.sqlite") else {
fatalError("Unable to get App Group container URL")
}
let description = NSPersistentStoreDescription(url: storeURL)
// CloudKit configuration
description.cloudKitContainerOptions = NSPersistentCloudKitContainerOptions(
containerIdentifier: Self.cloudKitContainerIdentifier
)
// History tracking for sync
description.setOption(true as NSNumber, forKey: NSPersistentHistoryTrackingKey)
description.setOption(true as NSNumber, forKey: NSPersistentStoreRemoteChangeNotificationPostOptionKey)
container.persistentStoreDescriptions = [description]
container.loadPersistentStores { description, error in
if let error = error as NSError? {
// In production, handle this error appropriately
print("Core Data failed to load: \(error), \(error.userInfo)")
}
}
// Merge policy - remote changes win
container.viewContext.automaticallyMergesChangesFromParent = true
container.viewContext.mergePolicy = NSMergeByPropertyObjectTrumpMergePolicy
// Performance optimizations
container.viewContext.undoManager = nil
container.viewContext.shouldDeleteInaccessibleFaults = true
// Listen for remote changes
NotificationCenter.default.addObserver(
self,
selector: #selector(processRemoteChanges),
name: .NSPersistentStoreRemoteChange,
object: container.persistentStoreCoordinator
)
return container
}()
var viewContext: NSManagedObjectContext {
return persistentContainer.viewContext
}
private init() {}
// MARK: - Save Context
func save() {
let context = viewContext
guard context.hasChanges else { return }
do {
try context.save()
} catch {
let nsError = error as NSError
print("Core Data save error: \(nsError), \(nsError.userInfo)")
}
}
// MARK: - Background Context
func newBackgroundContext() -> NSManagedObjectContext {
let context = persistentContainer.newBackgroundContext()
context.mergePolicy = NSMergeByPropertyObjectTrumpMergePolicy
context.undoManager = nil
return context
}
func performBackgroundTask(_ block: @escaping (NSManagedObjectContext) -> Void) {
persistentContainer.performBackgroundTask(block)
}
// MARK: - Remote Change Handling
@objc private func processRemoteChanges(_ notification: Notification) {
// Process remote changes on main context
DispatchQueue.main.async { [weak self] in
self?.objectWillChange.send()
}
}
// MARK: - Widget Data Refresh
func refreshWidgetData() {
// Trigger widget timeline refresh when data changes
#if os(iOS)
if #available(iOS 14.0, *) {
import WidgetKit
WidgetCenter.shared.reloadAllTimelines()
}
#endif
}
}
// MARK: - Shared Container for Widgets
extension CoreDataStack {
static var sharedStoreURL: URL? {
return FileManager.default
.containerURL(forSecurityApplicationGroupIdentifier: appGroupIdentifier)?
.appendingPathComponent("InvestmentTracker.sqlite")
}
/// Creates a lightweight Core Data stack for widgets (read-only)
static func createWidgetContainer() -> NSPersistentContainer {
let container = NSPersistentContainer(name: "InvestmentTracker")
guard let storeURL = sharedStoreURL else {
fatalError("Unable to get shared store URL")
}
let description = NSPersistentStoreDescription(url: storeURL)
description.isReadOnly = true
container.persistentStoreDescriptions = [description]
container.loadPersistentStores { _, error in
if let error = error {
print("Widget Core Data failed: \(error)")
}
}
return container
}
}

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import Foundation
struct InvestmentMetrics {
// Basic Metrics
let totalValue: Decimal
let totalContributions: Decimal
let absoluteReturn: Decimal
let percentageReturn: Decimal
// Advanced Metrics
let cagr: Double // Compound Annual Growth Rate
let twr: Double // Time-Weighted Return
let volatility: Double // Standard deviation annualized
let maxDrawdown: Double // Maximum peak-to-trough decline
let sharpeRatio: Double // Risk-adjusted return
let bestMonth: MonthlyReturn?
let worstMonth: MonthlyReturn?
let winRate: Double // Percentage of positive months
let averageMonthlyReturn: Double
// Time period
let startDate: Date?
let endDate: Date?
let totalMonths: Int
struct MonthlyReturn: Identifiable {
let id = UUID()
let date: Date
let returnPercentage: Double
var formattedDate: String {
let formatter = DateFormatter()
formatter.dateFormat = "MMM yyyy"
return formatter.string(from: date)
}
var formattedReturn: String {
String(format: "%.1f%%", returnPercentage)
}
}
}
// MARK: - Formatting Helpers
extension InvestmentMetrics {
var formattedTotalValue: String {
formatCurrency(totalValue)
}
var formattedAbsoluteReturn: String {
let prefix = absoluteReturn >= 0 ? "+" : ""
return prefix + formatCurrency(absoluteReturn)
}
var formattedPercentageReturn: String {
let prefix = percentageReturn >= 0 ? "+" : ""
return String(format: "\(prefix)%.2f%%", NSDecimalNumber(decimal: percentageReturn).doubleValue)
}
var formattedCAGR: String {
String(format: "%.2f%%", cagr)
}
var formattedTWR: String {
String(format: "%.2f%%", twr)
}
var formattedVolatility: String {
String(format: "%.2f%%", volatility)
}
var formattedMaxDrawdown: String {
String(format: "%.2f%%", maxDrawdown)
}
var formattedSharpeRatio: String {
String(format: "%.2f", sharpeRatio)
}
var formattedWinRate: String {
String(format: "%.0f%%", winRate)
}
var formattedAverageMonthlyReturn: String {
let prefix = averageMonthlyReturn >= 0 ? "+" : ""
return String(format: "\(prefix)%.2f%%", averageMonthlyReturn)
}
private func formatCurrency(_ value: Decimal) -> String {
let formatter = NumberFormatter()
formatter.numberStyle = .currency
formatter.currencyCode = "EUR"
formatter.maximumFractionDigits = 2
return formatter.string(from: value as NSDecimalNumber) ?? "€0.00"
}
}
// MARK: - Empty State
extension InvestmentMetrics {
static var empty: InvestmentMetrics {
InvestmentMetrics(
totalValue: 0,
totalContributions: 0,
absoluteReturn: 0,
percentageReturn: 0,
cagr: 0,
twr: 0,
volatility: 0,
maxDrawdown: 0,
sharpeRatio: 0,
bestMonth: nil,
worstMonth: nil,
winRate: 0,
averageMonthlyReturn: 0,
startDate: nil,
endDate: nil,
totalMonths: 0
)
}
}
// MARK: - Category Metrics
struct CategoryMetrics: Identifiable {
let id: UUID
let categoryName: String
let colorHex: String
let icon: String
let totalValue: Decimal
let percentageOfPortfolio: Double
let metrics: InvestmentMetrics
var formattedTotalValue: String {
let formatter = NumberFormatter()
formatter.numberStyle = .currency
formatter.currencyCode = "EUR"
formatter.maximumFractionDigits = 0
return formatter.string(from: totalValue as NSDecimalNumber) ?? "€0"
}
var formattedPercentage: String {
String(format: "%.1f%%", percentageOfPortfolio)
}
}
// MARK: - Portfolio Summary
struct PortfolioSummary {
let totalValue: Decimal
let totalContributions: Decimal
let dayChange: Decimal
let dayChangePercentage: Double
let weekChange: Decimal
let weekChangePercentage: Double
let monthChange: Decimal
let monthChangePercentage: Double
let yearChange: Decimal
let yearChangePercentage: Double
let allTimeReturn: Decimal
let allTimeReturnPercentage: Double
let sourceCount: Int
let lastUpdated: Date?
var formattedTotalValue: String {
let formatter = NumberFormatter()
formatter.numberStyle = .currency
formatter.currencyCode = "EUR"
formatter.maximumFractionDigits = 0
return formatter.string(from: totalValue as NSDecimalNumber) ?? "€0"
}
var formattedDayChange: String {
formatChange(dayChange, dayChangePercentage)
}
var formattedMonthChange: String {
formatChange(monthChange, monthChangePercentage)
}
var formattedYearChange: String {
formatChange(yearChange, yearChangePercentage)
}
var formattedAllTimeReturn: String {
formatChange(allTimeReturn, allTimeReturnPercentage)
}
private func formatChange(_ absolute: Decimal, _ percentage: Double) -> String {
let formatter = NumberFormatter()
formatter.numberStyle = .currency
formatter.currencyCode = "EUR"
formatter.maximumFractionDigits = 0
let prefix = absolute >= 0 ? "+" : ""
let absString = formatter.string(from: absolute as NSDecimalNumber) ?? "€0"
let pctString = String(format: "%.2f%%", percentage)
return "\(prefix)\(absString) (\(prefix)\(pctString))"
}
static var empty: PortfolioSummary {
PortfolioSummary(
totalValue: 0,
totalContributions: 0,
dayChange: 0,
dayChangePercentage: 0,
weekChange: 0,
weekChangePercentage: 0,
monthChange: 0,
monthChangePercentage: 0,
yearChange: 0,
yearChangePercentage: 0,
allTimeReturn: 0,
allTimeReturnPercentage: 0,
sourceCount: 0,
lastUpdated: nil
)
}
}

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import Foundation
struct Prediction: Codable, Identifiable {
let id: UUID
let date: Date
let predictedValue: Decimal
let algorithm: PredictionAlgorithm
let confidenceInterval: ConfidenceInterval
init(
id: UUID = UUID(),
date: Date,
predictedValue: Decimal,
algorithm: PredictionAlgorithm,
confidenceInterval: ConfidenceInterval
) {
self.id = id
self.date = date
self.predictedValue = predictedValue
self.algorithm = algorithm
self.confidenceInterval = confidenceInterval
}
struct ConfidenceInterval: Codable {
let lower: Decimal
let upper: Decimal
var range: Decimal {
upper - lower
}
var percentageWidth: Decimal {
guard upper != 0 else { return 0 }
return (range / upper) * 100
}
}
}
// MARK: - Prediction Algorithm Codable
extension PredictionAlgorithm: Codable {}
// MARK: - Prediction Helpers
extension Prediction {
var formattedValue: String {
let formatter = NumberFormatter()
formatter.numberStyle = .currency
formatter.currencyCode = "EUR"
formatter.maximumFractionDigits = 0
return formatter.string(from: predictedValue as NSDecimalNumber) ?? "€0"
}
var formattedDate: String {
let formatter = DateFormatter()
formatter.dateFormat = "MMM yyyy"
return formatter.string(from: date)
}
var formattedConfidenceRange: String {
let formatter = NumberFormatter()
formatter.numberStyle = .currency
formatter.currencyCode = "EUR"
formatter.maximumFractionDigits = 0
let lower = formatter.string(from: confidenceInterval.lower as NSDecimalNumber) ?? "€0"
let upper = formatter.string(from: confidenceInterval.upper as NSDecimalNumber) ?? "€0"
return "\(lower) - \(upper)"
}
}
// MARK: - Prediction Result
struct PredictionResult {
let predictions: [Prediction]
let algorithm: PredictionAlgorithm
let accuracy: Double // R-squared or similar metric
let volatility: Double
var isHighConfidence: Bool {
accuracy >= 0.7
}
var confidenceLevel: ConfidenceLevel {
switch accuracy {
case 0.8...: return .high
case 0.5..<0.8: return .medium
default: return .low
}
}
enum ConfidenceLevel: String {
case high = "High"
case medium = "Medium"
case low = "Low"
var color: String {
switch self {
case .high: return "#10B981"
case .medium: return "#F59E0B"
case .low: return "#EF4444"
}
}
}
}

57
InvestmentTracker/Persistence.swift
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//
// Persistence.swift
// InvestmentTracker
//
// Created by Alexandre Vazquez on 06/01/2026.
//
import CoreData
struct PersistenceController {
static let shared = PersistenceController()
@MainActor
static let preview: PersistenceController = {
let result = PersistenceController(inMemory: true)
let viewContext = result.container.viewContext
for _ in 0..<10 {
let newItem = Item(context: viewContext)
newItem.timestamp = Date()
}
do {
try viewContext.save()
} catch {
// Replace this implementation with code to handle the error appropriately.
// fatalError() causes the application to generate a crash log and terminate. You should not use this function in a shipping application, although it may be useful during development.
let nsError = error as NSError
fatalError("Unresolved error \(nsError), \(nsError.userInfo)")
}
return result
}()
let container: NSPersistentCloudKitContainer
init(inMemory: Bool = false) {
container = NSPersistentCloudKitContainer(name: "InvestmentTracker")
if inMemory {
container.persistentStoreDescriptions.first!.url = URL(fileURLWithPath: "/dev/null")
}
container.loadPersistentStores(completionHandler: { (storeDescription, error) in
if let error = error as NSError? {
// Replace this implementation with code to handle the error appropriately.
// fatalError() causes the application to generate a crash log and terminate. You should not use this function in a shipping application, although it may be useful during development.
/*
Typical reasons for an error here include:
* The parent directory does not exist, cannot be created, or disallows writing.
* The persistent store is not accessible, due to permissions or data protection when the device is locked.
* The device is out of space.
* The store could not be migrated to the current model version.
Check the error message to determine what the actual problem was.
*/
fatalError("Unresolved error \(error), \(error.userInfo)")
}
})
container.viewContext.automaticallyMergesChangesFromParent = true
}
}

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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) {
fetchCategories()
}
// MARK: - Fetch
func fetchCategories() {
let request: NSFetchRequest<Category> = Category.fetchRequest()
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Category.sortOrder, ascending: true),
NSSortDescriptor(keyPath: \Category.name, ascending: true)
]
do {
categories = try context.fetch(request)
} catch {
print("Failed to fetch categories: \(error)")
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()
} catch {
print("Failed to save context: \(error)")
}
}
}

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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) {
fetchSources()
}
// MARK: - Fetch
func fetchSources() {
let request: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
request.sortDescriptors = [
NSSortDescriptor(keyPath: \InvestmentSource.name, ascending: true)
]
do {
sources = try context.fetch(request)
} catch {
print("Failed to fetch sources: \(error)")
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() -> [InvestmentSource] {
sources.filter { $0.needsUpdate }
}
// MARK: - Create
@discardableResult
func createSource(
name: String,
category: Category,
notificationFrequency: NotificationFrequency = .monthly,
customFrequencyMonths: Int = 1
) -> InvestmentSource {
let source = InvestmentSource(context: context)
source.name = name
source.category = category
source.notificationFrequency = notificationFrequency.rawValue
source.customFrequencyMonths = Int16(customFrequencyMonths)
save()
return source
}
// MARK: - Update
func updateSource(
_ source: InvestmentSource,
name: String? = nil,
category: Category? = nil,
notificationFrequency: NotificationFrequency? = nil,
customFrequencyMonths: Int? = nil,
isActive: Bool? = 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
}
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()
} catch {
print("Failed to save context: \(error)")
}
}
}

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import Foundation
import CoreData
import Combine
class SnapshotRepository: ObservableObject {
private let context: NSManagedObjectContext
@Published private(set) var snapshots: [Snapshot] = []
init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
self.context = context
}
// 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)
]
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)
]
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)
]
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
) {
if let date = date {
snapshot.date = date
}
if let value = value {
snapshot.value = NSDecimalNumber(decimal: value)
}
if let contribution = contribution {
snapshot.contribution = NSDecimalNumber(decimal: contribution)
}
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 {
let cutoffDate = Calendar.current.date(
byAdding: .month,
value: -months,
to: Date()
) ?? Date()
snapshots = snapshots.filter { $0.date >= cutoffDate }
}
return snapshots
}
// MARK: - Historical Data
func getMonthlyValues(for source: InvestmentSource) -> [(date: Date, value: Decimal)] {
let snapshots = fetchSnapshots(for: source).reversed()
var monthlyData: [(date: Date, value: Decimal)] = []
var processedMonths: Set<String> = []
let formatter = DateFormatter()
formatter.dateFormat = "yyyy-MM"
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()
// Group by date
var dateValues: [Date: Decimal] = [:]
for snapshot in allSnapshots {
let startOfDay = Calendar.current.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()
} catch {
print("Failed to save context: \(error)")
}
}
}

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<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
<plist version="1.0">
<dict>
<!-- App Info -->
<key>CFBundleDevelopmentRegion</key>
<string>en</string>
<key>CFBundleDisplayName</key>
<string>Investment Tracker</string>
<key>CFBundleExecutable</key>
<string>$(EXECUTABLE_NAME)</string>
<key>CFBundleIdentifier</key>
<string>$(PRODUCT_BUNDLE_IDENTIFIER)</string>
<key>CFBundleInfoDictionaryVersion</key>
<string>6.0</string>
<key>CFBundleName</key>
<string>$(PRODUCT_NAME)</string>
<key>CFBundlePackageType</key>
<string>APPL</string>
<key>CFBundleShortVersionString</key>
<string>1.0</string>
<key>CFBundleVersion</key>
<string>1</string>
<key>LSRequiresIPhoneOS</key>
<true/>
<!-- Supported Orientations -->
<key>UIRequiredDeviceCapabilities</key>
<array>
<string>armv7</string>
</array>
<key>UISupportedInterfaceOrientations</key>
<array>
<string>UIInterfaceOrientationPortrait</string>
<string>UIInterfaceOrientationLandscapeLeft</string>
<string>UIInterfaceOrientationLandscapeRight</string>
</array>
<key>UISupportedInterfaceOrientations~ipad</key>
<array>
<string>UIInterfaceOrientationPortrait</string>
<string>UIInterfaceOrientationPortraitUpsideDown</string>
<string>UIInterfaceOrientationLandscapeLeft</string>
<string>UIInterfaceOrientationLandscapeRight</string>
</array>
<!-- Launch Screen -->
<key>UILaunchScreen</key>
<dict/>
<!-- Scene Configuration -->
<key>UIApplicationSceneManifest</key>
<dict>
<key>UIApplicationSupportsMultipleScenes</key>
<true/>
</dict>
<!-- AdMob App ID - REPLACE WITH YOUR REAL APP ID FOR PRODUCTION -->
<key>GADApplicationIdentifier</key>
<string>ca-app-pub-3940256099942544~1458002511</string>
<!-- AdMob Delay App Measurement -->
<key>GADDelayAppMeasurementInit</key>
<true/>
<!-- App Tracking Transparency -->
<key>NSUserTrackingUsageDescription</key>
<string>This app uses tracking to provide personalized ads and improve your experience. Your data is not sold to third parties.</string>
<!-- iCloud -->
<key>NSUbiquitousContainerIsDocumentScopePublic</key>
<true/>
<!-- Background Modes -->
<key>UIBackgroundModes</key>
<array>
<string>fetch</string>
<string>remote-notification</string>
</array>
<!-- Privacy Descriptions -->
<key>NSCalendarsUsageDescription</key>
<string>Used to set investment update reminders.</string>
<!-- URL Schemes for Deep Linking -->
<key>CFBundleURLTypes</key>
<array>
<dict>
<key>CFBundleURLName</key>
<string>$(PRODUCT_BUNDLE_IDENTIFIER)</string>
<key>CFBundleURLSchemes</key>
<array>
<string>investmenttracker</string>
</array>
</dict>
</array>
<!-- Supports iPad Multitasking -->
<key>UISupportsDocumentBrowser</key>
<false/>
<!-- App Transport Security -->
<key>NSAppTransportSecurity</key>
<dict>
<key>NSAllowsArbitraryLoads</key>
<false/>
<key>NSAllowsArbitraryLoadsForMedia</key>
<false/>
<key>NSAllowsArbitraryLoadsInWebContent</key>
<false/>
</dict>
<!-- Status Bar Style -->
<key>UIStatusBarStyle</key>
<string>UIStatusBarStyleDefault</string>
<key>UIViewControllerBasedStatusBarAppearance</key>
<true/>
</dict>
</plist>

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/*
Localizable.strings
InvestmentTracker
English (Base) localization
*/
// MARK: - General
"app_name" = "Investment Tracker";
"ok" = "OK";
"cancel" = "Cancel";
"save" = "Save";
"delete" = "Delete";
"edit" = "Edit";
"add" = "Add";
"done" = "Done";
"close" = "Close";
"continue" = "Continue";
"skip" = "Skip";
"error" = "Error";
"success" = "Success";
"loading" = "Loading...";
// MARK: - Tab Bar
"tab_dashboard" = "Dashboard";
"tab_sources" = "Sources";
"tab_charts" = "Charts";
"tab_settings" = "Settings";
// MARK: - Dashboard
"dashboard_title" = "Dashboard";
"total_portfolio_value" = "Total Portfolio Value";
"today" = "today";
"returns" = "Returns";
"by_category" = "By Category";
"pending_updates" = "Pending Updates";
"see_all" = "See All";
// MARK: - Sources
"sources_title" = "Sources";
"add_source" = "Add Source";
"source_name" = "Source Name";
"select_category" = "Select Category";
"initial_value" = "Initial Value";
"initial_value_optional" = "Initial Value (Optional)";
"reminder_frequency" = "Reminder Frequency";
"source_limit_warning" = "Source limit reached. Upgrade to Premium for unlimited sources.";
"no_sources" = "No Investment Sources";
"no_sources_message" = "Add your first investment source to start tracking your portfolio.";
// MARK: - Snapshots
"add_snapshot" = "Add Snapshot";
"edit_snapshot" = "Edit Snapshot";
"snapshot_date" = "Date";
"snapshot_value" = "Value";
"snapshot_contribution" = "Contribution";
"contribution_optional" = "Contribution (Optional)";
"notes" = "Notes";
"notes_optional" = "Notes (Optional)";
"previous_value" = "Previous: %@";
"change_from_previous" = "Change from previous";
// MARK: - Charts
"charts_title" = "Charts";
"evolution" = "Evolution";
"allocation" = "Allocation";
"performance" = "Performance";
"drawdown" = "Drawdown";
"volatility" = "Volatility";
"prediction" = "Prediction";
"portfolio_evolution" = "Portfolio Evolution";
"asset_allocation" = "Asset Allocation";
"performance_by_category" = "Performance by Category";
"drawdown_analysis" = "Drawdown Analysis";
"prediction_12_month" = "12-Month Prediction";
"not_enough_data" = "Not enough data";
// MARK: - Metrics
"cagr" = "CAGR";
"twr" = "TWR";
"max_drawdown" = "Max Drawdown";
"sharpe_ratio" = "Sharpe Ratio";
"win_rate" = "Win Rate";
"avg_monthly" = "Avg Monthly";
"best_month" = "Best Month";
"worst_month" = "Worst Month";
// MARK: - Premium
"premium" = "Premium";
"upgrade_to_premium" = "Upgrade to Premium";
"unlock_full_potential" = "Unlock Full Potential";
"one_time_purchase" = "One-time purchase";
"includes_family_sharing" = "Includes Family Sharing";
"upgrade_now" = "Upgrade Now";
"restore_purchases" = "Restore Purchases";
"premium_active" = "Premium Active";
"premium_feature" = "Premium Feature";
"unlock" = "Unlock";
// Premium Features
"feature_unlimited_sources" = "Unlimited Sources";
"feature_unlimited_sources_desc" = "Track as many investments as you want";
"feature_full_history" = "Full History";
"feature_full_history_desc" = "Access your complete investment history";
"feature_advanced_charts" = "Advanced Charts";
"feature_advanced_charts_desc" = "5 types of detailed analytics charts";
"feature_predictions" = "Predictions";
"feature_predictions_desc" = "AI-powered 12-month forecasts";
"feature_export" = "Export Data";
"feature_export_desc" = "Export to CSV and JSON formats";
"feature_no_ads" = "No Ads";
"feature_no_ads_desc" = "Ad-free experience forever";
// MARK: - Settings
"settings_title" = "Settings";
"subscription" = "Subscription";
"notifications" = "Notifications";
"default_reminder_time" = "Default Reminder Time";
"data" = "Data";
"export_data" = "Export Data";
"total_sources" = "Total Sources";
"total_snapshots" = "Total Snapshots";
"storage_used" = "Storage Used";
"about" = "About";
"version" = "Version";
"privacy_policy" = "Privacy Policy";
"terms_of_service" = "Terms of Service";
"support" = "Support";
"rate_app" = "Rate App";
"danger_zone" = "Danger Zone";
"reset_all_data" = "Reset All Data";
"reset_confirmation" = "This will permanently delete all your investment data. This action cannot be undone.";
// MARK: - Notification Frequencies
"frequency_monthly" = "Monthly";
"frequency_quarterly" = "Quarterly";
"frequency_semiannual" = "Semi-Annual";
"frequency_annual" = "Annual";
"frequency_custom" = "Custom";
"frequency_never" = "Never";
"every_n_months" = "Every %d month(s)";
// MARK: - Categories
"category_stocks" = "Stocks";
"category_bonds" = "Bonds";
"category_real_estate" = "Real Estate";
"category_crypto" = "Crypto";
"category_cash" = "Cash";
"category_etfs" = "ETFs";
"category_retirement" = "Retirement";
"category_other" = "Other";
"uncategorized" = "Uncategorized";
// MARK: - Time Ranges
"time_1m" = "1M";
"time_3m" = "3M";
"time_6m" = "6M";
"time_1y" = "1Y";
"time_all" = "All";
// MARK: - Export
"export_format" = "Select Format";
"export_csv" = "CSV";
"export_csv_desc" = "Compatible with Excel, Google Sheets";
"export_json" = "JSON";
"export_json_desc" = "Full data structure for backup";
// MARK: - Onboarding
"onboarding_track_title" = "Track Your Investments";
"onboarding_track_desc" = "Monitor all your investment sources in one place. Stocks, bonds, real estate, crypto, and more.";
"onboarding_visualize_title" = "Visualize Your Growth";
"onboarding_visualize_desc" = "Beautiful charts show your portfolio evolution, allocation, and performance over time.";
"onboarding_reminders_title" = "Never Miss an Update";
"onboarding_reminders_desc" = "Set reminders to track your investments regularly. Monthly, quarterly, or custom schedules.";
"onboarding_sync_title" = "Sync Everywhere";
"onboarding_sync_desc" = "Your data syncs automatically via iCloud across all your Apple devices.";
"get_started" = "Get Started";
// MARK: - Errors
"error_generic" = "An error occurred. Please try again.";
"error_no_purchases" = "No purchases found to restore";
"error_purchase_failed" = "Purchase failed: %@";
"error_export_failed" = "Export failed. Please try again.";
// MARK: - Placeholders
"placeholder_source_name" = "e.g., Vanguard 401k";
"placeholder_value" = "0.00";
"placeholder_notes" = "Add notes...";

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import Foundation
import GoogleMobileAds
import AppTrackingTransparency
import AdSupport
@MainActor
class AdMobService: ObservableObject {
// MARK: - Published Properties
@Published var isConsentObtained = false
@Published var canShowAds = false
@Published var isLoading = false
// MARK: - Ad Unit IDs
// Test Ad Unit IDs - Replace with production IDs before release
#if DEBUG
static let bannerAdUnitID = "ca-app-pub-3940256099942544/2934735716"
#else
static let bannerAdUnitID = "ca-app-pub-XXXXXXXXXXXXXXXX/YYYYYYYYYY" // Replace with your Ad Unit ID
#endif
// MARK: - Initialization
init() {
checkConsentStatus()
}
// MARK: - Consent Management
func checkConsentStatus() {
// Check if we already have consent
let consentStatus = UserDefaults.standard.bool(forKey: "adConsentObtained")
isConsentObtained = consentStatus
canShowAds = consentStatus
}
func requestConsent() async {
// Request App Tracking Transparency authorization
if #available(iOS 14.5, *) {
let status = await ATTrackingManager.requestTrackingAuthorization()
switch status {
case .authorized:
isConsentObtained = true
canShowAds = true
case .denied, .restricted:
// Can still show non-personalized ads
isConsentObtained = true
canShowAds = true
case .notDetermined:
// Will be asked again later
break
@unknown default:
break
}
} else {
// iOS 14.4 and earlier - consent assumed
isConsentObtained = true
canShowAds = true
}
UserDefaults.standard.set(isConsentObtained, forKey: "adConsentObtained")
}
// MARK: - GDPR Consent (UMP SDK)
func requestGDPRConsent() async {
// Implement UMP SDK consent flow if targeting EU users
// This is a simplified version - full implementation requires UMP SDK
let isEUUser = isUserInEU()
if isEUUser {
// Show GDPR consent dialog
// For now, assume consent if user continues
isConsentObtained = true
canShowAds = true
} else {
isConsentObtained = true
canShowAds = true
}
UserDefaults.standard.set(isConsentObtained, forKey: "adConsentObtained")
}
private func isUserInEU() -> Bool {
let euCountries = [
"AT", "BE", "BG", "HR", "CY", "CZ", "DK", "EE", "FI", "FR",
"DE", "GR", "HU", "IE", "IT", "LV", "LT", "LU", "MT", "NL",
"PL", "PT", "RO", "SK", "SI", "ES", "SE", "GB", "IS", "LI",
"NO", "CH"
]
let countryCode = Locale.current.region?.identifier ?? ""
return euCountries.contains(countryCode)
}
// MARK: - Analytics
func logAdImpression() {
FirebaseService.shared.logAdImpression(adType: "banner")
}
func logAdClick() {
FirebaseService.shared.logAdClick(adType: "banner")
}
}
// MARK: - Banner Ad Coordinator
class BannerAdCoordinator: NSObject, GADBannerViewDelegate {
weak var adMobService: AdMobService?
func bannerViewDidReceiveAd(_ bannerView: GADBannerView) {
print("Banner ad received")
adMobService?.logAdImpression()
}
func bannerView(_ bannerView: GADBannerView, didFailToReceiveAdWithError error: Error) {
print("Banner ad failed to load: \(error.localizedDescription)")
}
func bannerViewDidRecordImpression(_ bannerView: GADBannerView) {
// Impression recorded
}
func bannerViewDidRecordClick(_ bannerView: GADBannerView) {
adMobService?.logAdClick()
}
func bannerViewWillPresentScreen(_ bannerView: GADBannerView) {
// Ad will present full screen
}
func bannerViewWillDismissScreen(_ bannerView: GADBannerView) {
// Ad will dismiss
}
func bannerViewDidDismissScreen(_ bannerView: GADBannerView) {
// Ad dismissed
}
}
// MARK: - UIKit Banner View Wrapper
import SwiftUI
struct BannerAdView: UIViewRepresentable {
@EnvironmentObject var adMobService: AdMobService
func makeUIView(context: Context) -> GADBannerView {
let bannerView = GADBannerView(adSize: GADAdSizeBanner)
bannerView.adUnitID = AdMobService.bannerAdUnitID
// Get root view controller
if let windowScene = UIApplication.shared.connectedScenes.first as? UIWindowScene,
let rootViewController = windowScene.windows.first?.rootViewController {
bannerView.rootViewController = rootViewController
}
bannerView.delegate = context.coordinator
bannerView.load(GADRequest())
return bannerView
}
func updateUIView(_ uiView: GADBannerView, context: Context) {
// Banner updates automatically
}
func makeCoordinator() -> BannerAdCoordinator {
let coordinator = BannerAdCoordinator()
coordinator.adMobService = adMobService
return coordinator
}
}

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import Foundation
class CalculationService {
static let shared = CalculationService()
private init() {}
// MARK: - Portfolio Summary
func calculatePortfolioSummary(
from sources: [InvestmentSource],
snapshots: [Snapshot]
) -> PortfolioSummary {
let totalValue = sources.reduce(Decimal.zero) { $0 + $1.latestValue }
let totalContributions = sources.reduce(Decimal.zero) { $0 + $1.totalContributions }
// Calculate period changes
let now = Date()
let dayAgo = Calendar.current.date(byAdding: .day, value: -1, to: now) ?? now
let weekAgo = Calendar.current.date(byAdding: .weekOfYear, value: -1, to: now) ?? now
let monthAgo = Calendar.current.date(byAdding: .month, value: -1, to: now) ?? now
let yearAgo = Calendar.current.date(byAdding: .year, value: -1, to: now) ?? now
let dayChange = calculatePeriodChange(sources: sources, from: dayAgo)
let weekChange = calculatePeriodChange(sources: sources, from: weekAgo)
let monthChange = calculatePeriodChange(sources: sources, from: monthAgo)
let yearChange = calculatePeriodChange(sources: sources, from: yearAgo)
let allTimeReturn = totalValue - totalContributions
let allTimeReturnPercentage = totalContributions > 0
? NSDecimalNumber(decimal: allTimeReturn / totalContributions).doubleValue * 100
: 0
let lastUpdated = snapshots.map { $0.date }.max()
return PortfolioSummary(
totalValue: totalValue,
totalContributions: totalContributions,
dayChange: dayChange.absolute,
dayChangePercentage: dayChange.percentage,
weekChange: weekChange.absolute,
weekChangePercentage: weekChange.percentage,
monthChange: monthChange.absolute,
monthChangePercentage: monthChange.percentage,
yearChange: yearChange.absolute,
yearChangePercentage: yearChange.percentage,
allTimeReturn: allTimeReturn,
allTimeReturnPercentage: allTimeReturnPercentage,
sourceCount: sources.count,
lastUpdated: lastUpdated
)
}
private func calculatePeriodChange(
sources: [InvestmentSource],
from startDate: Date
) -> (absolute: Decimal, percentage: Double) {
var previousTotal: Decimal = 0
var currentTotal: Decimal = 0
for source in sources {
currentTotal += source.latestValue
// Find snapshot closest to start date
let snapshots = source.sortedSnapshotsByDateAscending
let previousSnapshot = snapshots.last { $0.date <= startDate } ?? snapshots.first
previousTotal += previousSnapshot?.decimalValue ?? 0
}
let absolute = currentTotal - previousTotal
let percentage = previousTotal > 0
? NSDecimalNumber(decimal: absolute / previousTotal).doubleValue * 100
: 0
return (absolute, percentage)
}
// MARK: - Investment Metrics
func calculateMetrics(for snapshots: [Snapshot]) -> InvestmentMetrics {
guard !snapshots.isEmpty else { return .empty }
let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
let values = sortedSnapshots.map { $0.decimalValue }
guard let firstValue = values.first,
let lastValue = values.last,
firstValue != 0 else {
return .empty
}
let totalValue = lastValue
let totalContributions = sortedSnapshots.reduce(Decimal.zero) { $0 + $1.decimalContribution }
let absoluteReturn = lastValue - firstValue
let percentageReturn = (absoluteReturn / firstValue) * 100
// Calculate monthly returns for advanced metrics
let monthlyReturns = calculateMonthlyReturns(from: sortedSnapshots)
let cagr = calculateCAGR(
startValue: firstValue,
endValue: lastValue,
startDate: sortedSnapshots.first?.date ?? Date(),
endDate: sortedSnapshots.last?.date ?? Date()
)
let twr = calculateTWR(snapshots: sortedSnapshots)
let volatility = calculateVolatility(monthlyReturns: monthlyReturns)
let maxDrawdown = calculateMaxDrawdown(values: values)
let sharpeRatio = calculateSharpeRatio(
averageReturn: monthlyReturns.map { $0.returnPercentage }.average(),
volatility: volatility
)
let winRate = calculateWinRate(monthlyReturns: monthlyReturns)
let averageMonthlyReturn = monthlyReturns.map { $0.returnPercentage }.average()
return InvestmentMetrics(
totalValue: totalValue,
totalContributions: totalContributions,
absoluteReturn: absoluteReturn,
percentageReturn: percentageReturn,
cagr: cagr,
twr: twr,
volatility: volatility,
maxDrawdown: maxDrawdown,
sharpeRatio: sharpeRatio,
bestMonth: monthlyReturns.max(by: { $0.returnPercentage < $1.returnPercentage }),
worstMonth: monthlyReturns.min(by: { $0.returnPercentage < $1.returnPercentage }),
winRate: winRate,
averageMonthlyReturn: averageMonthlyReturn,
startDate: sortedSnapshots.first?.date,
endDate: sortedSnapshots.last?.date,
totalMonths: monthlyReturns.count
)
}
// MARK: - CAGR (Compound Annual Growth Rate)
func calculateCAGR(
startValue: Decimal,
endValue: Decimal,
startDate: Date,
endDate: Date
) -> Double {
guard startValue > 0 else { return 0 }
let years = Calendar.current.dateComponents(
[.day],
from: startDate,
to: endDate
).day.map { Double($0) / 365.25 } ?? 0
guard years > 0 else { return 0 }
let ratio = NSDecimalNumber(decimal: endValue / startValue).doubleValue
let cagr = pow(ratio, 1 / years) - 1
return cagr * 100
}
// MARK: - TWR (Time-Weighted Return)
func calculateTWR(snapshots: [Snapshot]) -> Double {
guard snapshots.count >= 2 else { return 0 }
var twr: Double = 1.0
for i in 1..<snapshots.count {
let previousValue = snapshots[i-1].decimalValue
let currentValue = snapshots[i].decimalValue
let contribution = snapshots[i].decimalContribution
guard previousValue > 0 else { continue }
// Adjust for contributions
let adjustedPreviousValue = previousValue + contribution
let periodReturn = NSDecimalNumber(
decimal: currentValue / adjustedPreviousValue
).doubleValue
twr *= periodReturn
}
return (twr - 1) * 100
}
// MARK: - Volatility (Annualized Standard Deviation)
func calculateVolatility(monthlyReturns: [InvestmentMetrics.MonthlyReturn]) -> Double {
let returns = monthlyReturns.map { $0.returnPercentage }
guard returns.count >= 2 else { return 0 }
let mean = returns.average()
let squaredDifferences = returns.map { pow($0 - mean, 2) }
let variance = squaredDifferences.reduce(0, +) / Double(returns.count - 1)
let stdDev = sqrt(variance)
// Annualize (multiply by sqrt(12) for monthly data)
return stdDev * sqrt(12)
}
// MARK: - Max Drawdown
func calculateMaxDrawdown(values: [Decimal]) -> Double {
guard !values.isEmpty else { return 0 }
var maxDrawdown: Double = 0
var peak = values[0]
for value in values {
if value > peak {
peak = value
}
guard peak > 0 else { continue }
let drawdown = NSDecimalNumber(
decimal: (peak - value) / peak
).doubleValue * 100
maxDrawdown = max(maxDrawdown, drawdown)
}
return maxDrawdown
}
// MARK: - Sharpe Ratio
func calculateSharpeRatio(
averageReturn: Double,
volatility: Double,
riskFreeRate: Double = 2.0 // Assume 2% annual risk-free rate
) -> Double {
guard volatility > 0 else { return 0 }
// Convert to monthly risk-free rate
let monthlyRiskFree = riskFreeRate / 12
return (averageReturn - monthlyRiskFree) / volatility * sqrt(12)
}
// MARK: - Win Rate
func calculateWinRate(monthlyReturns: [InvestmentMetrics.MonthlyReturn]) -> Double {
guard !monthlyReturns.isEmpty else { return 0 }
let positiveMonths = monthlyReturns.filter { $0.returnPercentage > 0 }.count
return Double(positiveMonths) / Double(monthlyReturns.count) * 100
}
// MARK: - Monthly Returns
func calculateMonthlyReturns(from snapshots: [Snapshot]) -> [InvestmentMetrics.MonthlyReturn] {
guard snapshots.count >= 2 else { return [] }
var monthlyReturns: [InvestmentMetrics.MonthlyReturn] = []
let calendar = Calendar.current
// Group snapshots by month
var monthlySnapshots: [String: [Snapshot]] = [:]
let formatter = DateFormatter()
formatter.dateFormat = "yyyy-MM"
for snapshot in snapshots {
let key = formatter.string(from: snapshot.date)
monthlySnapshots[key, default: []].append(snapshot)
}
// Sort months
let sortedMonths = monthlySnapshots.keys.sorted()
for i in 1..<sortedMonths.count {
let previousMonth = sortedMonths[i-1]
let currentMonth = sortedMonths[i]
guard let previousSnapshots = monthlySnapshots[previousMonth],
let currentSnapshots = monthlySnapshots[currentMonth],
let previousValue = previousSnapshots.last?.decimalValue,
let currentValue = currentSnapshots.last?.decimalValue,
previousValue > 0 else {
continue
}
let returnPercentage = NSDecimalNumber(
decimal: (currentValue - previousValue) / previousValue
).doubleValue * 100
if let date = formatter.date(from: currentMonth) {
monthlyReturns.append(InvestmentMetrics.MonthlyReturn(
date: date,
returnPercentage: returnPercentage
))
}
}
return monthlyReturns
}
// MARK: - Category Metrics
func calculateCategoryMetrics(
for categories: [Category],
totalPortfolioValue: Decimal
) -> [CategoryMetrics] {
categories.map { category in
let allSnapshots = category.sourcesArray.flatMap { $0.snapshotsArray }
let metrics = calculateMetrics(for: allSnapshots)
let percentage = totalPortfolioValue > 0
? NSDecimalNumber(decimal: category.totalValue / totalPortfolioValue).doubleValue * 100
: 0
return CategoryMetrics(
id: category.id,
categoryName: category.name,
colorHex: category.colorHex,
icon: category.icon,
totalValue: category.totalValue,
percentageOfPortfolio: percentage,
metrics: metrics
)
}
}
}
// MARK: - Array Extension
extension Array where Element == Double {
func average() -> Double {
guard !isEmpty else { return 0 }
return reduce(0, +) / Double(count)
}
}

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import Foundation
import UIKit
class ExportService {
static let shared = ExportService()
private init() {}
// MARK: - Export Formats
enum ExportFormat: String, CaseIterable, Identifiable {
case csv = "CSV"
case json = "JSON"
var id: String { rawValue }
var fileExtension: String {
switch self {
case .csv: return "csv"
case .json: return "json"
}
}
var mimeType: String {
switch self {
case .csv: return "text/csv"
case .json: return "application/json"
}
}
}
// MARK: - Export Data
func exportToCSV(
sources: [InvestmentSource],
categories: [Category]
) -> String {
var csv = "Category,Source,Date,Value (EUR),Contribution (EUR),Notes\n"
for source in sources.sorted(by: { $0.name < $1.name }) {
let categoryName = source.category?.name ?? "Uncategorized"
for snapshot in source.snapshotsArray {
let date = formatDate(snapshot.date)
let value = formatDecimal(snapshot.decimalValue)
let contribution = snapshot.contribution != nil
? formatDecimal(snapshot.decimalContribution)
: ""
let notes = escapeCSV(snapshot.notes ?? "")
csv += "\(escapeCSV(categoryName)),\(escapeCSV(source.name)),\(date),\(value),\(contribution),\(notes)\n"
}
}
return csv
}
func exportToJSON(
sources: [InvestmentSource],
categories: [Category]
) -> String {
var exportData: [String: Any] = [:]
exportData["exportDate"] = ISO8601DateFormatter().string(from: Date())
exportData["currency"] = "EUR"
// Export categories
var categoriesArray: [[String: Any]] = []
for category in categories {
var categoryDict: [String: Any] = [
"id": category.id.uuidString,
"name": category.name,
"color": category.colorHex,
"icon": category.icon
]
// Export sources in this category
var sourcesArray: [[String: Any]] = []
for source in category.sourcesArray {
var sourceDict: [String: Any] = [
"id": source.id.uuidString,
"name": source.name,
"isActive": source.isActive,
"notificationFrequency": source.notificationFrequency
]
// Export snapshots
var snapshotsArray: [[String: Any]] = []
for snapshot in source.snapshotsArray {
var snapshotDict: [String: Any] = [
"id": snapshot.id.uuidString,
"date": ISO8601DateFormatter().string(from: snapshot.date),
"value": NSDecimalNumber(decimal: snapshot.decimalValue).doubleValue
]
if snapshot.contribution != nil {
snapshotDict["contribution"] = NSDecimalNumber(
decimal: snapshot.decimalContribution
).doubleValue
}
if let notes = snapshot.notes, !notes.isEmpty {
snapshotDict["notes"] = notes
}
snapshotsArray.append(snapshotDict)
}
sourceDict["snapshots"] = snapshotsArray
sourcesArray.append(sourceDict)
}
categoryDict["sources"] = sourcesArray
categoriesArray.append(categoryDict)
}
exportData["categories"] = categoriesArray
// Add summary
let totalValue = sources.reduce(Decimal.zero) { $0 + $1.latestValue }
exportData["summary"] = [
"totalSources": sources.count,
"totalCategories": categories.count,
"totalValue": NSDecimalNumber(decimal: totalValue).doubleValue,
"totalSnapshots": sources.reduce(0) { $0 + $1.snapshotCount }
]
// Convert to JSON
do {
let jsonData = try JSONSerialization.data(
withJSONObject: exportData,
options: [.prettyPrinted, .sortedKeys]
)
return String(data: jsonData, encoding: .utf8) ?? "{}"
} catch {
print("JSON export error: \(error)")
return "{}"
}
}
// MARK: - Share
func share(
format: ExportFormat,
sources: [InvestmentSource],
categories: [Category],
from viewController: UIViewController
) {
let content: String
let fileName: String
switch format {
case .csv:
content = exportToCSV(sources: sources, categories: categories)
fileName = "investment_tracker_export.csv"
case .json:
content = exportToJSON(sources: sources, categories: categories)
fileName = "investment_tracker_export.json"
}
// Create temporary file
let tempURL = FileManager.default.temporaryDirectory
.appendingPathComponent(fileName)
do {
try content.write(to: tempURL, atomically: true, encoding: .utf8)
let activityVC = UIActivityViewController(
activityItems: [tempURL],
applicationActivities: nil
)
// iPad support
if let popover = activityVC.popoverPresentationController {
popover.sourceView = viewController.view
popover.sourceRect = CGRect(
x: viewController.view.bounds.midX,
y: viewController.view.bounds.midY,
width: 0,
height: 0
)
}
viewController.present(activityVC, animated: true) {
FirebaseService.shared.logExportAttempt(
format: format.rawValue,
success: true
)
}
} catch {
print("Export error: \(error)")
FirebaseService.shared.logExportAttempt(
format: format.rawValue,
success: false
)
}
}
// MARK: - Helpers
private func formatDate(_ date: Date) -> String {
let formatter = DateFormatter()
formatter.dateFormat = "yyyy-MM-dd"
return formatter.string(from: date)
}
private func formatDecimal(_ decimal: Decimal) -> String {
let formatter = NumberFormatter()
formatter.numberStyle = .decimal
formatter.minimumFractionDigits = 2
formatter.maximumFractionDigits = 2
formatter.decimalSeparator = "."
formatter.groupingSeparator = ""
return formatter.string(from: decimal as NSDecimalNumber) ?? "0.00"
}
private func escapeCSV(_ value: String) -> String {
var escaped = value
if escaped.contains("\"") || escaped.contains(",") || escaped.contains("\n") {
escaped = escaped.replacingOccurrences(of: "\"", with: "\"\"")
escaped = "\"\(escaped)\""
}
return escaped
}
}
// MARK: - Import Service (Future)
extension ExportService {
func importFromCSV(_ content: String) -> (sources: [ImportedSource], errors: [String]) {
// Future implementation for importing data
return ([], ["Import not yet implemented"])
}
struct ImportedSource {
let name: String
let categoryName: String
let snapshots: [(date: Date, value: Decimal, contribution: Decimal?, notes: String?)]
}
}

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import Foundation
import FirebaseAnalytics
class FirebaseService {
static let shared = FirebaseService()
private init() {}
// MARK: - User Properties
func setUserTier(_ tier: UserTier) {
Analytics.setUserProperty(tier.rawValue, forName: "user_tier")
}
enum UserTier: String {
case free = "free"
case premium = "premium"
}
// MARK: - Screen Tracking
func logScreenView(screenName: String, screenClass: String? = nil) {
Analytics.logEvent(AnalyticsEventScreenView, parameters: [
AnalyticsParameterScreenName: screenName,
AnalyticsParameterScreenClass: screenClass ?? screenName
])
}
// MARK: - Investment Events
func logSourceAdded(categoryName: String, sourceCount: Int) {
Analytics.logEvent("source_added", parameters: [
"category_name": categoryName,
"total_sources": sourceCount
])
}
func logSourceDeleted(categoryName: String) {
Analytics.logEvent("source_deleted", parameters: [
"category_name": categoryName
])
}
func logSnapshotAdded(sourceName: String, value: Decimal) {
Analytics.logEvent("snapshot_added", parameters: [
"source_name": sourceName,
"value": NSDecimalNumber(decimal: value).doubleValue
])
}
func logCategoryCreated(name: String) {
Analytics.logEvent("category_created", parameters: [
"category_name": name
])
}
// MARK: - Purchase Events
func logPaywallShown(trigger: String) {
Analytics.logEvent("paywall_shown", parameters: [
"trigger": trigger
])
}
func logPurchaseAttempt(productId: String) {
Analytics.logEvent("purchase_attempt", parameters: [
"product_id": productId
])
}
func logPurchaseSuccess(productId: String, price: Decimal, isFamilyShared: Bool) {
Analytics.logEvent(AnalyticsEventPurchase, parameters: [
AnalyticsParameterItemID: productId,
AnalyticsParameterPrice: NSDecimalNumber(decimal: price).doubleValue,
AnalyticsParameterCurrency: "EUR",
"is_family_shared": isFamilyShared
])
}
func logPurchaseFailure(productId: String, error: String) {
Analytics.logEvent("purchase_failed", parameters: [
"product_id": productId,
"error": error
])
}
func logRestorePurchases(success: Bool) {
Analytics.logEvent("restore_purchases", parameters: [
"success": success
])
}
// MARK: - Feature Usage Events
func logChartViewed(chartType: String, isPremium: Bool) {
Analytics.logEvent("chart_viewed", parameters: [
"chart_type": chartType,
"is_premium_chart": isPremium
])
}
func logPredictionViewed(algorithm: String) {
Analytics.logEvent("prediction_viewed", parameters: [
"algorithm": algorithm
])
}
func logExportAttempt(format: String, success: Bool) {
Analytics.logEvent("export_attempt", parameters: [
"format": format,
"success": success
])
}
func logNotificationScheduled(frequency: String) {
Analytics.logEvent("notification_scheduled", parameters: [
"frequency": frequency
])
}
// MARK: - Ad Events
func logAdImpression(adType: String) {
Analytics.logEvent("ad_impression", parameters: [
"ad_type": adType
])
}
func logAdClick(adType: String) {
Analytics.logEvent("ad_click", parameters: [
"ad_type": adType
])
}
// MARK: - Engagement Events
func logOnboardingCompleted(stepCount: Int) {
Analytics.logEvent("onboarding_completed", parameters: [
"steps_completed": stepCount
])
}
func logWidgetUsed(widgetType: String) {
Analytics.logEvent("widget_used", parameters: [
"widget_type": widgetType
])
}
func logAppOpened(fromWidget: Bool) {
Analytics.logEvent("app_opened", parameters: [
"from_widget": fromWidget
])
}
// MARK: - Portfolio Events
func logPortfolioMilestone(totalValue: Decimal, milestone: String) {
Analytics.logEvent("portfolio_milestone", parameters: [
"total_value": NSDecimalNumber(decimal: totalValue).doubleValue,
"milestone": milestone
])
}
// MARK: - Error Events
func logError(type: String, message: String, context: String? = nil) {
Analytics.logEvent("app_error", parameters: [
"error_type": type,
"error_message": message,
"context": context ?? ""
])
}
}

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import Foundation
import StoreKit
import Combine
@MainActor
class IAPService: ObservableObject {
// MARK: - Published Properties
@Published private(set) var isPremium = false
@Published private(set) var products: [Product] = []
@Published private(set) var purchaseState: PurchaseState = .idle
@Published private(set) var isFamilyShared = false
// MARK: - Constants
static let premiumProductID = "com.investmenttracker.premium"
static let premiumPrice = "€4.69"
// MARK: - Private Properties
private var updateListenerTask: Task<Void, Error>?
private var cancellables = Set<AnyCancellable>()
// MARK: - Purchase State
enum PurchaseState: Equatable {
case idle
case purchasing
case purchased
case failed(String)
case restored
}
// MARK: - Initialization
init() {
updateListenerTask = listenForTransactions()
Task {
await loadProducts()
await updatePremiumStatus()
}
}
deinit {
updateListenerTask?.cancel()
}
// MARK: - Load Products
func loadProducts() async {
do {
products = try await Product.products(for: [Self.premiumProductID])
print("Loaded \(products.count) products")
} catch {
print("Failed to load products: \(error)")
}
}
// MARK: - Purchase
func purchase() async throws {
guard let product = products.first else {
throw IAPError.productNotFound
}
purchaseState = .purchasing
do {
let result = try await product.purchase()
switch result {
case .success(let verification):
let transaction = try checkVerified(verification)
// Check if family shared
isFamilyShared = transaction.ownershipType == .familyShared
await transaction.finish()
await updatePremiumStatus()
purchaseState = .purchased
// Track analytics
FirebaseService.shared.logPurchaseSuccess(
productId: product.id,
price: product.price,
isFamilyShared: isFamilyShared
)
case .userCancelled:
purchaseState = .idle
case .pending:
purchaseState = .idle
@unknown default:
purchaseState = .idle
}
} catch {
purchaseState = .failed(error.localizedDescription)
FirebaseService.shared.logPurchaseFailure(
productId: product.id,
error: error.localizedDescription
)
throw error
}
}
// MARK: - Restore Purchases
func restorePurchases() async {
purchaseState = .purchasing
do {
try await AppStore.sync()
await updatePremiumStatus()
if isPremium {
purchaseState = .restored
} else {
purchaseState = .failed("No purchases to restore")
}
} catch {
purchaseState = .failed(error.localizedDescription)
}
}
// MARK: - Update Premium Status
func updatePremiumStatus() async {
var isEntitled = false
var familyShared = false
for await result in Transaction.currentEntitlements {
if case .verified(let transaction) = result {
if transaction.productID == Self.premiumProductID {
isEntitled = true
familyShared = transaction.ownershipType == .familyShared
break
}
}
}
isPremium = isEntitled
isFamilyShared = familyShared
// Update Core Data
let context = CoreDataStack.shared.viewContext
PremiumStatus.updateStatus(
isPremium: isEntitled,
productIdentifier: Self.premiumProductID,
transactionId: nil,
isFamilyShared: familyShared,
in: context
)
}
// MARK: - Transaction Listener
private func listenForTransactions() -> Task<Void, Error> {
return Task.detached { [weak self] in
for await result in Transaction.updates {
if case .verified(let transaction) = result {
await transaction.finish()
await self?.updatePremiumStatus()
}
}
}
}
// MARK: - Verification
private func checkVerified<T>(_ result: VerificationResult<T>) throws -> T {
switch result {
case .unverified(_, let error):
throw IAPError.verificationFailed(error.localizedDescription)
case .verified(let safe):
return safe
}
}
// MARK: - Product Info
var premiumProduct: Product? {
products.first { $0.id == Self.premiumProductID }
}
var formattedPrice: String {
premiumProduct?.displayPrice ?? Self.premiumPrice
}
}
// MARK: - IAP Error
enum IAPError: LocalizedError {
case productNotFound
case verificationFailed(String)
case purchaseFailed(String)
var errorDescription: String? {
switch self {
case .productNotFound:
return "Product not found. Please try again later."
case .verificationFailed(let message):
return "Verification failed: \(message)"
case .purchaseFailed(let message):
return "Purchase failed: \(message)"
}
}
}
// MARK: - Premium Features
extension IAPService {
static let premiumFeatures: [(icon: String, title: String, description: String)] = [
("infinity", "Unlimited Sources", "Track as many investments as you want"),
("clock.arrow.circlepath", "Full History", "Access your complete investment history"),
("chart.bar.xaxis", "Advanced Charts", "5 types of detailed analytics charts"),
("wand.and.stars", "Predictions", "AI-powered 12-month forecasts"),
("square.and.arrow.up", "Export Data", "Export to CSV and JSON formats"),
("xmark.circle", "No Ads", "Ad-free experience forever"),
("person.2", "Family Sharing", "Share with up to 5 family members")
]
}

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import Foundation
import UserNotifications
import UIKit
class NotificationService: ObservableObject {
static let shared = NotificationService()
@Published var isAuthorized = false
@Published var pendingCount = 0
private let center = UNUserNotificationCenter.current()
private init() {
checkAuthorizationStatus()
}
// MARK: - Authorization
func checkAuthorizationStatus() {
center.getNotificationSettings { [weak self] settings in
DispatchQueue.main.async {
self?.isAuthorized = settings.authorizationStatus == .authorized
}
}
}
func requestAuthorization() async -> Bool {
do {
let granted = try await center.requestAuthorization(options: [.alert, .badge, .sound])
await MainActor.run {
self.isAuthorized = granted
}
return granted
} catch {
print("Notification authorization error: \(error)")
return false
}
}
// MARK: - Schedule Notifications
func scheduleReminder(for source: InvestmentSource) {
guard let nextDate = source.nextReminderDate else { return }
guard source.frequency != .never else { return }
// Remove existing notification for this source
cancelReminder(for: source)
// Get notification time from settings
let settings = AppSettings.getOrCreate(in: CoreDataStack.shared.viewContext)
let notificationTime = settings.defaultNotificationTime ?? defaultNotificationTime()
// Combine date and time
let calendar = Calendar.current
var components = calendar.dateComponents([.year, .month, .day], from: nextDate)
let timeComponents = calendar.dateComponents([.hour, .minute], from: notificationTime)
components.hour = timeComponents.hour
components.minute = timeComponents.minute
guard let triggerDate = calendar.date(from: components) else { return }
// Create notification content
let content = UNMutableNotificationContent()
content.title = "Investment Update Reminder"
content.body = "Time to update \(source.name). Tap to add a new snapshot."
content.sound = .default
content.badge = NSNumber(value: pendingCount + 1)
content.userInfo = [
"sourceId": source.id.uuidString,
"sourceName": source.name
]
// Create trigger
let triggerComponents = calendar.dateComponents(
[.year, .month, .day, .hour, .minute],
from: triggerDate
)
let trigger = UNCalendarNotificationTrigger(dateMatching: triggerComponents, repeats: false)
// Create request
let request = UNNotificationRequest(
identifier: notificationIdentifier(for: source),
content: content,
trigger: trigger
)
// Schedule
center.add(request) { error in
if let error = error {
print("Failed to schedule notification: \(error)")
} else {
print("Scheduled reminder for \(source.name) on \(triggerDate)")
FirebaseService.shared.logNotificationScheduled(frequency: source.notificationFrequency)
}
}
}
func scheduleAllReminders(for sources: [InvestmentSource]) {
for source in sources {
scheduleReminder(for: source)
}
}
// MARK: - Cancel Notifications
func cancelReminder(for source: InvestmentSource) {
center.removePendingNotificationRequests(
withIdentifiers: [notificationIdentifier(for: source)]
)
}
func cancelAllReminders() {
center.removeAllPendingNotificationRequests()
}
// MARK: - Badge Management
func updateBadgeCount() {
let repository = InvestmentSourceRepository()
let needsUpdate = repository.fetchSourcesNeedingUpdate()
pendingCount = needsUpdate.count
DispatchQueue.main.async {
UIApplication.shared.applicationIconBadgeNumber = self.pendingCount
}
}
func clearBadge() {
pendingCount = 0
DispatchQueue.main.async {
UIApplication.shared.applicationIconBadgeNumber = 0
}
}
// MARK: - Pending Notifications
func getPendingNotifications() async -> [UNNotificationRequest] {
await center.pendingNotificationRequests()
}
// MARK: - Helpers
private func notificationIdentifier(for source: InvestmentSource) -> String {
"investment_reminder_\(source.id.uuidString)"
}
private func defaultNotificationTime() -> Date {
var components = DateComponents()
components.hour = 9
components.minute = 0
return Calendar.current.date(from: components) ?? Date()
}
}
// MARK: - Deep Link Handler
extension NotificationService {
func handleNotificationResponse(_ response: UNNotificationResponse) {
let userInfo = response.notification.request.content.userInfo
guard let sourceIdString = userInfo["sourceId"] as? String,
let sourceId = UUID(uuidString: sourceIdString) else {
return
}
// Post notification for deep linking
NotificationCenter.default.post(
name: .openSourceDetail,
object: nil,
userInfo: ["sourceId": sourceId]
)
}
}
// MARK: - Notification Names
extension Notification.Name {
static let openSourceDetail = Notification.Name("openSourceDetail")
}
// MARK: - Background Refresh
extension NotificationService {
func performBackgroundRefresh() {
updateBadgeCount()
// Reschedule any missed notifications
let repository = InvestmentSourceRepository()
let sources = repository.fetchActiveSources()
scheduleAllReminders(for: sources)
}
}

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import Foundation
class PredictionEngine {
static let shared = PredictionEngine()
private let context = CoreDataStack.shared.viewContext
private init() {}
// MARK: - Main Prediction Interface
func predict(
snapshots: [Snapshot],
monthsAhead: Int = 12,
algorithm: PredictionAlgorithm? = nil
) -> PredictionResult {
guard snapshots.count >= 3 else {
return PredictionResult(
predictions: [],
algorithm: .linear,
accuracy: 0,
volatility: 0
)
}
// Sort snapshots by date
let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
// Calculate volatility for algorithm selection
let volatility = calculateVolatility(snapshots: sortedSnapshots)
// Select algorithm if not specified
let selectedAlgorithm = algorithm ?? selectBestAlgorithm(volatility: volatility)
// Generate predictions
let predictions: [Prediction]
let accuracy: Double
switch selectedAlgorithm {
case .linear:
predictions = predictLinear(snapshots: sortedSnapshots, monthsAhead: monthsAhead)
accuracy = calculateLinearAccuracy(snapshots: sortedSnapshots)
case .exponentialSmoothing:
predictions = predictExponentialSmoothing(snapshots: sortedSnapshots, monthsAhead: monthsAhead)
accuracy = calculateESAccuracy(snapshots: sortedSnapshots)
case .movingAverage:
predictions = predictMovingAverage(snapshots: sortedSnapshots, monthsAhead: monthsAhead)
accuracy = calculateMAAccuracy(snapshots: sortedSnapshots)
}
return PredictionResult(
predictions: predictions,
algorithm: selectedAlgorithm,
accuracy: accuracy,
volatility: volatility
)
}
// MARK: - Algorithm Selection
private func selectBestAlgorithm(volatility: Double) -> PredictionAlgorithm {
switch volatility {
case 0..<10:
return .linear // Low volatility - linear works well
case 10..<25:
return .exponentialSmoothing // Medium volatility - weight recent data
default:
return .movingAverage // High volatility - smooth out fluctuations
}
}
// MARK: - Linear Regression
func predictLinear(snapshots: [Snapshot], monthsAhead: Int = 12) -> [Prediction] {
guard snapshots.count >= 3 else { return [] }
guard let firstDate = snapshots.first?.date else { return [] }
let dataPoints: [(x: Double, y: Double)] = snapshots.map { snapshot in
let daysSinceStart = snapshot.date.timeIntervalSince(firstDate) / 86400
return (x: daysSinceStart, y: snapshot.decimalValue.doubleValue)
}
let (slope, intercept) = calculateLinearRegression(dataPoints: dataPoints)
let residualStdDev = calculateResidualStdDev(dataPoints: dataPoints, slope: slope, intercept: intercept)
var predictions: [Prediction] = []
let lastDate = snapshots.last!.date
for month in 1...monthsAhead {
guard let futureDate = Calendar.current.date(
byAdding: .month,
value: month,
to: lastDate
) else { continue }
let daysFromStart = futureDate.timeIntervalSince(firstDate) / 86400
let predictedValue = max(0, slope * daysFromStart + intercept)
// Widen confidence interval for further predictions
let confidenceMultiplier = 1.0 + (Double(month) * 0.02)
let intervalWidth = residualStdDev * 1.96 * confidenceMultiplier
predictions.append(Prediction(
date: futureDate,
predictedValue: Decimal(predictedValue),
algorithm: .linear,
confidenceInterval: Prediction.ConfidenceInterval(
lower: Decimal(max(0, predictedValue - intervalWidth)),
upper: Decimal(predictedValue + intervalWidth)
)
))
}
return predictions
}
private func calculateLinearRegression(
dataPoints: [(x: Double, y: Double)]
) -> (slope: Double, intercept: Double) {
let n = Double(dataPoints.count)
let sumX = dataPoints.reduce(0) { $0 + $1.x }
let sumY = dataPoints.reduce(0) { $0 + $1.y }
let sumXY = dataPoints.reduce(0) { $0 + ($1.x * $1.y) }
let sumX2 = dataPoints.reduce(0) { $0 + ($1.x * $1.x) }
let denominator = n * sumX2 - sumX * sumX
guard denominator != 0 else { return (0, sumY / n) }
let slope = (n * sumXY - sumX * sumY) / denominator
let intercept = (sumY - slope * sumX) / n
return (slope, intercept)
}
private func calculateResidualStdDev(
dataPoints: [(x: Double, y: Double)],
slope: Double,
intercept: Double
) -> Double {
guard dataPoints.count > 2 else { return 0 }
let residuals = dataPoints.map { point in
let predicted = slope * point.x + intercept
return pow(point.y - predicted, 2)
}
let meanSquaredError = residuals.reduce(0, +) / Double(dataPoints.count - 2)
return sqrt(meanSquaredError)
}
private func calculateLinearAccuracy(snapshots: [Snapshot]) -> Double {
guard snapshots.count >= 5 else { return 0.5 }
// Use last 20% of data for validation
let splitIndex = Int(Double(snapshots.count) * 0.8)
let trainingData = Array(snapshots.prefix(splitIndex))
let validationData = Array(snapshots.suffix(from: splitIndex))
guard let firstDate = trainingData.first?.date else { return 0.5 }
let trainPoints = trainingData.map { snapshot in
(x: snapshot.date.timeIntervalSince(firstDate) / 86400, y: snapshot.decimalValue.doubleValue)
}
let (slope, intercept) = calculateLinearRegression(dataPoints: trainPoints)
// Calculate R-squared on validation data
let validationValues = validationData.map { $0.decimalValue.doubleValue }
let meanValidation = validationValues.reduce(0, +) / Double(validationValues.count)
var ssRes: Double = 0
var ssTot: Double = 0
for snapshot in validationData {
let x = snapshot.date.timeIntervalSince(firstDate) / 86400
let actual = snapshot.decimalValue.doubleValue
let predicted = slope * x + intercept
ssRes += pow(actual - predicted, 2)
ssTot += pow(actual - meanValidation, 2)
}
guard ssTot != 0 else { return 0.5 }
let rSquared = max(0, 1 - (ssRes / ssTot))
return min(1.0, rSquared)
}
// MARK: - Exponential Smoothing
func predictExponentialSmoothing(
snapshots: [Snapshot],
monthsAhead: Int = 12,
alpha: Double = 0.3
) -> [Prediction] {
guard snapshots.count >= 3 else { return [] }
let values = snapshots.map { $0.decimalValue.doubleValue }
// Calculate smoothed values
var smoothed = values[0]
for i in 1..<values.count {
smoothed = alpha * values[i] + (1 - alpha) * smoothed
}
// Calculate trend
var trend: Double = 0
if values.count >= 2 {
let recentChange = values.suffix(3).reduce(0) { $0 + $1 } / 3.0 -
values.prefix(3).reduce(0) { $0 + $1 } / 3.0
trend = recentChange / Double(values.count)
}
// Calculate standard deviation for confidence interval
let stdDev = calculateStdDev(values: values)
var predictions: [Prediction] = []
let lastDate = snapshots.last!.date
for month in 1...monthsAhead {
guard let futureDate = Calendar.current.date(
byAdding: .month,
value: month,
to: lastDate
) else { continue }
let predictedValue = max(0, smoothed + trend * Double(month))
let intervalWidth = stdDev * 1.96 * (1.0 + Double(month) * 0.05)
predictions.append(Prediction(
date: futureDate,
predictedValue: Decimal(predictedValue),
algorithm: .exponentialSmoothing,
confidenceInterval: Prediction.ConfidenceInterval(
lower: Decimal(max(0, predictedValue - intervalWidth)),
upper: Decimal(predictedValue + intervalWidth)
)
))
}
return predictions
}
private func calculateESAccuracy(snapshots: [Snapshot]) -> Double {
guard snapshots.count >= 5 else { return 0.5 }
let values = snapshots.map { $0.decimalValue.doubleValue }
let splitIndex = Int(Double(values.count) * 0.8)
var smoothed = values[0]
for i in 1..<splitIndex {
smoothed = 0.3 * values[i] + 0.7 * smoothed
}
let validationValues = Array(values.suffix(from: splitIndex))
let meanValidation = validationValues.reduce(0, +) / Double(validationValues.count)
var ssRes: Double = 0
var ssTot: Double = 0
for (i, actual) in validationValues.enumerated() {
let predicted = smoothed + (smoothed - values[splitIndex - 1]) * Double(i + 1) / Double(splitIndex)
ssRes += pow(actual - predicted, 2)
ssTot += pow(actual - meanValidation, 2)
}
guard ssTot != 0 else { return 0.5 }
return max(0, min(1.0, 1 - (ssRes / ssTot)))
}
// MARK: - Moving Average
func predictMovingAverage(
snapshots: [Snapshot],
monthsAhead: Int = 12,
windowSize: Int = 3
) -> [Prediction] {
guard snapshots.count >= windowSize else { return [] }
let values = snapshots.map { $0.decimalValue.doubleValue }
// Calculate moving average of last window
let recentValues = Array(values.suffix(windowSize))
let movingAverage = recentValues.reduce(0, +) / Double(windowSize)
// Calculate average monthly change
var changes: [Double] = []
for i in 1..<values.count {
changes.append(values[i] - values[i - 1])
}
let avgChange = changes.isEmpty ? 0 : changes.reduce(0, +) / Double(changes.count)
let stdDev = calculateStdDev(values: values)
var predictions: [Prediction] = []
let lastDate = snapshots.last!.date
for month in 1...monthsAhead {
guard let futureDate = Calendar.current.date(
byAdding: .month,
value: month,
to: lastDate
) else { continue }
let predictedValue = max(0, movingAverage + avgChange * Double(month))
let intervalWidth = stdDev * 1.96 * (1.0 + Double(month) * 0.03)
predictions.append(Prediction(
date: futureDate,
predictedValue: Decimal(predictedValue),
algorithm: .movingAverage,
confidenceInterval: Prediction.ConfidenceInterval(
lower: Decimal(max(0, predictedValue - intervalWidth)),
upper: Decimal(predictedValue + intervalWidth)
)
))
}
return predictions
}
private func calculateMAAccuracy(snapshots: [Snapshot]) -> Double {
guard snapshots.count >= 5 else { return 0.5 }
let values = snapshots.map { $0.decimalValue.doubleValue }
let windowSize = 3
let splitIndex = Int(Double(values.count) * 0.8)
guard splitIndex > windowSize else { return 0.5 }
let recentWindow = Array(values[(splitIndex - windowSize)..<splitIndex])
let movingAvg = recentWindow.reduce(0, +) / Double(windowSize)
let validationValues = Array(values.suffix(from: splitIndex))
let meanValidation = validationValues.reduce(0, +) / Double(validationValues.count)
var ssRes: Double = 0
var ssTot: Double = 0
for actual in validationValues {
ssRes += pow(actual - movingAvg, 2)
ssTot += pow(actual - meanValidation, 2)
}
guard ssTot != 0 else { return 0.5 }
return max(0, min(1.0, 1 - (ssRes / ssTot)))
}
// MARK: - Helpers
private func calculateVolatility(snapshots: [Snapshot]) -> Double {
let values = snapshots.map { $0.decimalValue.doubleValue }
guard values.count >= 2 else { return 0 }
var returns: [Double] = []
for i in 1..<values.count {
guard values[i - 1] != 0 else { continue }
let periodReturn = (values[i] - values[i - 1]) / values[i - 1] * 100
returns.append(periodReturn)
}
return calculateStdDev(values: returns)
}
private func calculateStdDev(values: [Double]) -> Double {
guard values.count >= 2 else { return 0 }
let mean = values.reduce(0, +) / Double(values.count)
let squaredDifferences = values.map { pow($0 - mean, 2) }
let variance = squaredDifferences.reduce(0, +) / Double(values.count - 1)
return sqrt(variance)
}
}
// MARK: - Decimal Extension
private extension Decimal {
var doubleValue: Double {
NSDecimalNumber(decimal: self).doubleValue
}
}

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import Foundation
enum AppConstants {
// MARK: - App Info
static let appName = "Investment Tracker"
static let appVersion = Bundle.main.infoDictionary?["CFBundleShortVersionString"] as? String ?? "1.0"
static let buildNumber = Bundle.main.infoDictionary?["CFBundleVersion"] as? String ?? "1"
// MARK: - Bundle Identifiers
static let bundleIdentifier = "com.yourteam.investmenttracker"
static let appGroupIdentifier = "group.com.yourteam.investmenttracker"
static let cloudKitContainerIdentifier = "iCloud.com.yourteam.investmenttracker"
// MARK: - StoreKit
static let premiumProductID = "com.investmenttracker.premium"
static let premiumPrice = "€4.69"
// MARK: - AdMob
#if DEBUG
static let adMobAppID = "ca-app-pub-3940256099942544~1458002511" // Test App ID
static let bannerAdUnitID = "ca-app-pub-3940256099942544/2934735716" // Test Banner
#else
static let adMobAppID = "ca-app-pub-XXXXXXXXXXXXXXXX~YYYYYYYYYY" // Replace with real App ID
static let bannerAdUnitID = "ca-app-pub-XXXXXXXXXXXXXXXX/YYYYYYYYYY" // Replace with real Ad Unit ID
#endif
// MARK: - Currency
static let defaultCurrency = "EUR"
static let currencySymbol = "€"
// MARK: - Freemium Limits
static let maxFreeSources = 5
static let maxFreeHistoricalMonths = 12
// MARK: - UI Constants
enum UI {
static let cornerRadius: CGFloat = 12
static let smallCornerRadius: CGFloat = 8
static let largeCornerRadius: CGFloat = 16
static let padding: CGFloat = 16
static let smallPadding: CGFloat = 8
static let largePadding: CGFloat = 24
static let iconSize: CGFloat = 24
static let smallIconSize: CGFloat = 16
static let largeIconSize: CGFloat = 32
static let bannerAdHeight: CGFloat = 50
static let tabBarHeight: CGFloat = 49
static let cardShadowRadius: CGFloat = 4
static let cardShadowOpacity: CGFloat = 0.1
}
// MARK: - Animation
enum Animation {
static let defaultDuration: Double = 0.3
static let shortDuration: Double = 0.15
static let longDuration: Double = 0.5
}
// MARK: - Charts
enum Charts {
static let defaultMonthsToShow = 12
static let predictionMonths = 12
static let minDataPointsForPrediction = 3
static let confidenceIntervalPercentage = 0.15
}
// MARK: - Notifications
enum Notifications {
static let defaultHour = 9
static let defaultMinute = 0
static let categoryIdentifier = "INVESTMENT_REMINDER"
}
// MARK: - Storage Keys
enum StorageKeys {
static let onboardingCompleted = "onboardingCompleted"
static let adConsentObtained = "adConsentObtained"
static let lastSyncDate = "lastSyncDate"
static let selectedCategoryFilter = "selectedCategoryFilter"
static let preferredChartType = "preferredChartType"
}
// MARK: - Deep Links
enum DeepLinks {
static let scheme = "investmenttracker"
static let sourceDetail = "source"
static let addSnapshot = "addSnapshot"
static let premium = "premium"
}
// MARK: - URLs
enum URLs {
static let privacyPolicy = "https://yourwebsite.com/privacy"
static let termsOfService = "https://yourwebsite.com/terms"
static let support = "https://yourwebsite.com/support"
static let appStore = "https://apps.apple.com/app/idXXXXXXXXXX"
}
// MARK: - Feature Flags
enum Features {
static let enablePredictions = true
static let enableExport = true
static let enableWidgets = true
static let enableNotifications = true
static let enableAnalytics = true
}
}
// MARK: - SF Symbols
enum SFSymbol {
// Navigation
static let dashboard = "chart.pie.fill"
static let sources = "list.bullet"
static let charts = "chart.xyaxis.line"
static let settings = "gearshape.fill"
// Actions
static let add = "plus"
static let edit = "pencil"
static let delete = "trash"
static let share = "square.and.arrow.up"
static let export = "arrow.up.doc"
// Status
static let checkmark = "checkmark.circle.fill"
static let warning = "exclamationmark.triangle.fill"
static let error = "xmark.circle.fill"
static let info = "info.circle.fill"
// Financial
static let trendUp = "arrow.up.right"
static let trendDown = "arrow.down.right"
static let money = "eurosign.circle.fill"
static let chart = "chart.line.uptrend.xyaxis"
// Categories
static let stocks = "chart.line.uptrend.xyaxis"
static let bonds = "building.columns.fill"
static let realEstate = "house.fill"
static let crypto = "bitcoinsign.circle.fill"
static let cash = "banknote.fill"
static let etf = "chart.bar.fill"
static let retirement = "person.fill"
static let other = "ellipsis.circle.fill"
// Premium
static let premium = "crown.fill"
static let lock = "lock.fill"
static let unlock = "lock.open.fill"
// Misc
static let calendar = "calendar"
static let notification = "bell.fill"
static let refresh = "arrow.clockwise"
static let close = "xmark"
}

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import SwiftUI
extension Color {
// MARK: - Hex Initialization
init?(hex: String) {
var hexSanitized = hex.trimmingCharacters(in: .whitespacesAndNewlines)
hexSanitized = hexSanitized.replacingOccurrences(of: "#", with: "")
var rgb: UInt64 = 0
guard Scanner(string: hexSanitized).scanHexInt64(&rgb) else {
return nil
}
let length = hexSanitized.count
switch length {
case 6:
self.init(
red: Double((rgb & 0xFF0000) >> 16) / 255.0,
green: Double((rgb & 0x00FF00) >> 8) / 255.0,
blue: Double(rgb & 0x0000FF) / 255.0
)
case 8:
self.init(
red: Double((rgb & 0xFF000000) >> 24) / 255.0,
green: Double((rgb & 0x00FF0000) >> 16) / 255.0,
blue: Double((rgb & 0x0000FF00) >> 8) / 255.0,
opacity: Double(rgb & 0x000000FF) / 255.0
)
default:
return nil
}
}
// MARK: - Hex String Output
var hexString: String {
guard let components = UIColor(self).cgColor.components else {
return "#000000"
}
let r = Int(components[0] * 255.0)
let g = Int(components[1] * 255.0)
let b = Int(components[2] * 255.0)
return String(format: "#%02X%02X%02X", r, g, b)
}
// MARK: - App Colors
static let appPrimary = Color(hex: "#3B82F6") ?? .blue
static let appSecondary = Color(hex: "#10B981") ?? .green
static let appAccent = Color(hex: "#F59E0B") ?? .orange
static let appError = Color(hex: "#EF4444") ?? .red
static let appSuccess = Color(hex: "#10B981") ?? .green
static let appWarning = Color(hex: "#F59E0B") ?? .orange
// MARK: - Financial Colors
static let positiveGreen = Color(hex: "#10B981") ?? .green
static let negativeRed = Color(hex: "#EF4444") ?? .red
static let neutralGray = Color(hex: "#6B7280") ?? .gray
static func financialColor(for value: Decimal) -> Color {
if value > 0 {
return .positiveGreen
} else if value < 0 {
return .negativeRed
} else {
return .neutralGray
}
}
static func financialColor(for value: Double) -> Color {
if value > 0 {
return .positiveGreen
} else if value < 0 {
return .negativeRed
} else {
return .neutralGray
}
}
// MARK: - Category Colors
static let categoryColors: [String] = [
"#3B82F6", // Blue
"#10B981", // Green
"#F59E0B", // Amber
"#EF4444", // Red
"#8B5CF6", // Purple
"#EC4899", // Pink
"#14B8A6", // Teal
"#F97316", // Orange
"#6366F1", // Indigo
"#84CC16", // Lime
"#06B6D4", // Cyan
"#A855F7" // Violet
]
static func categoryColor(at index: Int) -> Color {
let hex = categoryColors[index % categoryColors.count]
return Color(hex: hex) ?? .blue
}
// MARK: - Chart Colors
static let chartColors: [Color] = categoryColors.compactMap { Color(hex: $0) }
// MARK: - Adjustments
func lighter(by percentage: Double = 0.2) -> Color {
adjustBrightness(by: abs(percentage))
}
func darker(by percentage: Double = 0.2) -> Color {
adjustBrightness(by: -abs(percentage))
}
private func adjustBrightness(by percentage: Double) -> Color {
var hue: CGFloat = 0
var saturation: CGFloat = 0
var brightness: CGFloat = 0
var alpha: CGFloat = 0
UIColor(self).getHue(&hue, saturation: &saturation, brightness: &brightness, alpha: &alpha)
let newBrightness = max(0, min(1, brightness + CGFloat(percentage)))
return Color(UIColor(hue: hue, saturation: saturation, brightness: newBrightness, alpha: alpha))
}
// MARK: - Opacity Variants
var soft: Color {
self.opacity(0.1)
}
var medium: Color {
self.opacity(0.5)
}
}
// MARK: - Gradient Extensions
extension LinearGradient {
static let appPrimaryGradient = LinearGradient(
colors: [Color.appPrimary, Color.appPrimary.lighter()],
startPoint: .topLeading,
endPoint: .bottomTrailing
)
static let positiveGradient = LinearGradient(
colors: [Color.positiveGreen.lighter(), Color.positiveGreen],
startPoint: .top,
endPoint: .bottom
)
static let negativeGradient = LinearGradient(
colors: [Color.negativeRed.lighter(), Color.negativeRed],
startPoint: .top,
endPoint: .bottom
)
}

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import Foundation
extension Date {
// MARK: - Formatting
var shortDateString: String {
let formatter = DateFormatter()
formatter.dateStyle = .short
formatter.timeStyle = .none
return formatter.string(from: self)
}
var mediumDateString: String {
let formatter = DateFormatter()
formatter.dateStyle = .medium
formatter.timeStyle = .none
return formatter.string(from: self)
}
var longDateString: String {
let formatter = DateFormatter()
formatter.dateStyle = .long
formatter.timeStyle = .none
return formatter.string(from: self)
}
var monthYearString: String {
let formatter = DateFormatter()
formatter.dateFormat = "MMM yyyy"
return formatter.string(from: self)
}
var yearString: String {
let formatter = DateFormatter()
formatter.dateFormat = "yyyy"
return formatter.string(from: self)
}
var iso8601String: String {
ISO8601DateFormatter().string(from: self)
}
// MARK: - Components
var startOfDay: Date {
Calendar.current.startOfDay(for: self)
}
var startOfMonth: Date {
let components = Calendar.current.dateComponents([.year, .month], from: self)
return Calendar.current.date(from: components) ?? self
}
var startOfYear: Date {
let components = Calendar.current.dateComponents([.year], from: self)
return Calendar.current.date(from: components) ?? self
}
var endOfMonth: Date {
let startOfNextMonth = Calendar.current.date(
byAdding: .month,
value: 1,
to: startOfMonth
) ?? self
return Calendar.current.date(byAdding: .day, value: -1, to: startOfNextMonth) ?? self
}
// MARK: - Comparisons
func isSameDay(as other: Date) -> Bool {
Calendar.current.isDate(self, inSameDayAs: other)
}
func isSameMonth(as other: Date) -> Bool {
let selfComponents = Calendar.current.dateComponents([.year, .month], from: self)
let otherComponents = Calendar.current.dateComponents([.year, .month], from: other)
return selfComponents.year == otherComponents.year &&
selfComponents.month == otherComponents.month
}
func isSameYear(as other: Date) -> Bool {
Calendar.current.component(.year, from: self) ==
Calendar.current.component(.year, from: other)
}
var isToday: Bool {
Calendar.current.isDateInToday(self)
}
var isYesterday: Bool {
Calendar.current.isDateInYesterday(self)
}
var isThisMonth: Bool {
isSameMonth(as: Date())
}
var isThisYear: Bool {
isSameYear(as: Date())
}
// MARK: - Calculations
func adding(days: Int) -> Date {
Calendar.current.date(byAdding: .day, value: days, to: self) ?? self
}
func adding(months: Int) -> Date {
Calendar.current.date(byAdding: .month, value: months, to: self) ?? self
}
func adding(years: Int) -> Date {
Calendar.current.date(byAdding: .year, value: years, to: self) ?? self
}
func monthsBetween(_ other: Date) -> Int {
let components = Calendar.current.dateComponents([.month], from: self, to: other)
return components.month ?? 0
}
func daysBetween(_ other: Date) -> Int {
let components = Calendar.current.dateComponents([.day], from: self, to: other)
return components.day ?? 0
}
func yearsBetween(_ other: Date) -> Double {
let days = Double(daysBetween(other))
return days / 365.25
}
// MARK: - Relative Description
var relativeDescription: String {
let formatter = RelativeDateTimeFormatter()
formatter.unitsStyle = .abbreviated
return formatter.localizedString(for: self, relativeTo: Date())
}
var friendlyDescription: String {
if isToday {
return "Today"
} else if isYesterday {
return "Yesterday"
} else if isThisMonth {
let formatter = DateFormatter()
formatter.dateFormat = "EEEE, d"
return formatter.string(from: self)
} else if isThisYear {
let formatter = DateFormatter()
formatter.dateFormat = "MMM d"
return formatter.string(from: self)
} else {
return mediumDateString
}
}
}
// MARK: - Date Range
struct DateRange {
let start: Date
let end: Date
static var thisMonth: DateRange {
let now = Date()
return DateRange(start: now.startOfMonth, end: now)
}
static var lastMonth: DateRange {
let now = Date()
let lastMonth = now.adding(months: -1)
return DateRange(start: lastMonth.startOfMonth, end: lastMonth.endOfMonth)
}
static var thisYear: DateRange {
let now = Date()
return DateRange(start: now.startOfYear, end: now)
}
static var lastYear: DateRange {
let now = Date()
let lastYear = now.adding(years: -1)
return DateRange(start: lastYear.startOfYear, end: now.startOfYear.adding(days: -1))
}
static func last(months: Int) -> DateRange {
let now = Date()
let start = now.adding(months: -months)
return DateRange(start: start, end: now)
}
func contains(_ date: Date) -> Bool {
date >= start && date <= end
}
}

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import Foundation
extension Decimal {
// MARK: - Formatting
var currencyString: String {
let formatter = NumberFormatter()
formatter.numberStyle = .currency
formatter.currencyCode = "EUR"
formatter.maximumFractionDigits = 2
return formatter.string(from: self as NSDecimalNumber) ?? "€0.00"
}
var compactCurrencyString: String {
let formatter = NumberFormatter()
formatter.numberStyle = .currency
formatter.currencyCode = "EUR"
formatter.maximumFractionDigits = 0
return formatter.string(from: self as NSDecimalNumber) ?? "€0"
}
var shortCurrencyString: String {
let value = NSDecimalNumber(decimal: self).doubleValue
switch abs(value) {
case 1_000_000...:
return String(format: "€%.1fM", value / 1_000_000)
case 1_000...:
return String(format: "€%.1fK", value / 1_000)
default:
return compactCurrencyString
}
}
var percentageString: String {
let formatter = NumberFormatter()
formatter.numberStyle = .percent
formatter.maximumFractionDigits = 2
formatter.multiplier = 1
return formatter.string(from: self as NSDecimalNumber) ?? "0%"
}
var signedPercentageString: String {
let prefix = self >= 0 ? "+" : ""
return prefix + percentageString
}
var decimalString: String {
let formatter = NumberFormatter()
formatter.numberStyle = .decimal
formatter.maximumFractionDigits = 2
return formatter.string(from: self as NSDecimalNumber) ?? "0"
}
// MARK: - Conversions
var doubleValue: Double {
NSDecimalNumber(decimal: self).doubleValue
}
var intValue: Int {
NSDecimalNumber(decimal: self).intValue
}
// MARK: - Math Operations
var abs: Decimal {
self < 0 ? -self : self
}
func rounded(scale: Int = 2) -> Decimal {
var result = Decimal()
var mutableSelf = self
NSDecimalRound(&result, &mutableSelf, scale, .plain)
return result
}
// MARK: - Comparisons
var isPositive: Bool {
self > 0
}
var isNegative: Bool {
self < 0
}
var isZero: Bool {
self == 0
}
// MARK: - Static Helpers
static func from(_ double: Double) -> Decimal {
Decimal(double)
}
static func from(_ string: String) -> Decimal? {
let formatter = NumberFormatter()
formatter.numberStyle = .decimal
return formatter.number(from: string)?.decimalValue
}
}
// MARK: - NSDecimalNumber Extension
extension NSDecimalNumber {
var currencyString: String {
decimalValue.currencyString
}
var compactCurrencyString: String {
decimalValue.compactCurrencyString
}
}
// MARK: - Optional Decimal
extension Optional where Wrapped == Decimal {
var orZero: Decimal {
self ?? Decimal.zero
}
var currencyString: String {
(self ?? Decimal.zero).currencyString
}
}

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InvestmentTracker/Utilities/FreemiumValidator.swift Normal file
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import Foundation
enum FreemiumLimits {
static let maxSources = 5
static let maxHistoricalMonths = 12
}
class FreemiumValidator: ObservableObject {
private let iapService: IAPService
init(iapService: IAPService) {
self.iapService = iapService
}
// MARK: - Source Limits
var isPremium: Bool {
iapService.isPremium
}
func canAddSource(currentCount: Int) -> Bool {
if iapService.isPremium { return true }
return currentCount < FreemiumLimits.maxSources
}
func remainingSources(currentCount: Int) -> Int {
if iapService.isPremium { return Int.max }
return max(0, FreemiumLimits.maxSources - currentCount)
}
var sourceLimit: Int {
iapService.isPremium ? Int.max : FreemiumLimits.maxSources
}
var sourceLimitDescription: String {
if iapService.isPremium {
return "Unlimited"
}
return "\(FreemiumLimits.maxSources) sources"
}
// MARK: - Historical Data Limits
func filterSnapshots(_ snapshots: [Snapshot]) -> [Snapshot] {
if iapService.isPremium { return snapshots }
let cutoffDate = Calendar.current.date(
byAdding: .month,
value: -FreemiumLimits.maxHistoricalMonths,
to: Date()
) ?? Date()
return snapshots.filter { $0.date >= cutoffDate }
}
func isSnapshotAccessible(_ snapshot: Snapshot) -> Bool {
if iapService.isPremium { return true }
let cutoffDate = Calendar.current.date(
byAdding: .month,
value: -FreemiumLimits.maxHistoricalMonths,
to: Date()
) ?? Date()
return snapshot.date >= cutoffDate
}
var historicalLimit: Int {
iapService.isPremium ? Int.max : FreemiumLimits.maxHistoricalMonths
}
var historicalLimitDescription: String {
if iapService.isPremium {
return "Full history"
}
return "Last \(FreemiumLimits.maxHistoricalMonths) months"
}
// MARK: - Feature Access
func canExport() -> Bool {
return iapService.isPremium
}
func canViewPredictions() -> Bool {
return iapService.isPremium
}
func canViewAdvancedCharts() -> Bool {
return iapService.isPremium
}
func canAccessFeature(_ feature: PremiumFeature) -> Bool {
if iapService.isPremium { return true }
switch feature {
case .unlimitedSources:
return false
case .fullHistory:
return false
case .advancedCharts:
return false
case .predictions:
return false
case .export:
return false
case .noAds:
return false
}
}
// MARK: - Premium Features Enum
enum PremiumFeature: String, CaseIterable, Identifiable {
case unlimitedSources = "unlimited_sources"
case fullHistory = "full_history"
case advancedCharts = "advanced_charts"
case predictions = "predictions"
case export = "export"
case noAds = "no_ads"
var id: String { rawValue }
var title: String {
switch self {
case .unlimitedSources: return "Unlimited Sources"
case .fullHistory: return "Full History"
case .advancedCharts: return "Advanced Charts"
case .predictions: return "Predictions"
case .export: return "Export Data"
case .noAds: return "No Ads"
}
}
var icon: String {
switch self {
case .unlimitedSources: return "infinity"
case .fullHistory: return "clock.arrow.circlepath"
case .advancedCharts: return "chart.bar.xaxis"
case .predictions: return "wand.and.stars"
case .export: return "square.and.arrow.up"
case .noAds: return "xmark.circle"
}
}
var description: String {
switch self {
case .unlimitedSources:
return "Track as many investment sources as you want"
case .fullHistory:
return "Access your complete investment history"
case .advancedCharts:
return "5 types of detailed analytics charts"
case .predictions:
return "AI-powered 12-month forecasts"
case .export:
return "Export to CSV and JSON formats"
case .noAds:
return "Ad-free experience forever"
}
}
}
// MARK: - Paywall Triggers
enum PaywallTrigger: String {
case sourceLimit = "source_limit"
case historyLimit = "history_limit"
case advancedCharts = "advanced_charts"
case predictions = "predictions"
case export = "export"
case settingsUpgrade = "settings_upgrade"
case manualTap = "manual_tap"
}
func shouldShowPaywall(for trigger: PaywallTrigger) -> Bool {
guard !iapService.isPremium else { return false }
switch trigger {
case .sourceLimit, .historyLimit, .advancedCharts, .predictions, .export:
return true
case .settingsUpgrade, .manualTap:
return true
}
}
}

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InvestmentTracker/ViewModels/ChartsViewModel.swift Normal file
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import Foundation
import Combine
@MainActor
class ChartsViewModel: ObservableObject {
// MARK: - Chart Types
enum ChartType: String, CaseIterable, Identifiable {
case evolution = "Evolution"
case allocation = "Allocation"
case performance = "Performance"
case drawdown = "Drawdown"
case volatility = "Volatility"
case prediction = "Prediction"
var id: String { rawValue }
var icon: String {
switch self {
case .evolution: return "chart.line.uptrend.xyaxis"
case .allocation: return "chart.pie.fill"
case .performance: return "chart.bar.fill"
case .drawdown: return "arrow.down.right.circle"
case .volatility: return "waveform.path.ecg"
case .prediction: return "wand.and.stars"
}
}
var isPremium: Bool {
switch self {
case .evolution:
return false
case .allocation, .performance, .drawdown, .volatility, .prediction:
return true
}
}
var description: String {
switch self {
case .evolution:
return "Track your portfolio value over time"
case .allocation:
return "See how your investments are distributed"
case .performance:
return "Compare returns across categories"
case .drawdown:
return "Analyze declines from peak values"
case .volatility:
return "Understand investment risk levels"
case .prediction:
return "View 12-month forecasts"
}
}
}
// MARK: - Published Properties
@Published var selectedChartType: ChartType = .evolution
@Published var selectedCategory: Category?
@Published var selectedTimeRange: TimeRange = .year
@Published var evolutionData: [(date: Date, value: Decimal)] = []
@Published var allocationData: [(category: String, value: Decimal, color: String)] = []
@Published var performanceData: [(category: String, cagr: Double, color: String)] = []
@Published var drawdownData: [(date: Date, drawdown: Double)] = []
@Published var volatilityData: [(date: Date, volatility: Double)] = []
@Published var predictionData: [Prediction] = []
@Published var isLoading = false
@Published var showingPaywall = false
// MARK: - Time Range
enum TimeRange: String, CaseIterable, Identifiable {
case month = "1M"
case quarter = "3M"
case halfYear = "6M"
case year = "1Y"
case all = "All"
var id: String { rawValue }
var months: Int? {
switch self {
case .month: return 1
case .quarter: return 3
case .halfYear: return 6
case .year: return 12
case .all: return nil
}
}
}
// MARK: - Dependencies
private let sourceRepository: InvestmentSourceRepository
private let categoryRepository: CategoryRepository
private let snapshotRepository: SnapshotRepository
private let calculationService: CalculationService
private let predictionEngine: PredictionEngine
private let freemiumValidator: FreemiumValidator
private var cancellables = Set<AnyCancellable>()
// MARK: - Initialization
init(
sourceRepository: InvestmentSourceRepository = InvestmentSourceRepository(),
categoryRepository: CategoryRepository = CategoryRepository(),
snapshotRepository: SnapshotRepository = SnapshotRepository(),
calculationService: CalculationService = .shared,
predictionEngine: PredictionEngine = .shared,
iapService: IAPService
) {
self.sourceRepository = sourceRepository
self.categoryRepository = categoryRepository
self.snapshotRepository = snapshotRepository
self.calculationService = calculationService
self.predictionEngine = predictionEngine
self.freemiumValidator = FreemiumValidator(iapService: iapService)
setupObservers()
loadData()
}
// MARK: - Setup
private func setupObservers() {
Publishers.CombineLatest3($selectedChartType, $selectedCategory, $selectedTimeRange)
.debounce(for: .milliseconds(100), scheduler: DispatchQueue.main)
.sink { [weak self] chartType, category, timeRange in
self?.updateChartData(chartType: chartType, category: category, timeRange: timeRange)
}
.store(in: &cancellables)
}
// MARK: - Data Loading
func loadData() {
updateChartData(
chartType: selectedChartType,
category: selectedCategory,
timeRange: selectedTimeRange
)
FirebaseService.shared.logScreenView(screenName: "Charts")
}
func selectChart(_ chartType: ChartType) {
if chartType.isPremium && !freemiumValidator.isPremium {
showingPaywall = true
FirebaseService.shared.logPaywallShown(trigger: "advanced_charts")
return
}
selectedChartType = chartType
FirebaseService.shared.logChartViewed(
chartType: chartType.rawValue,
isPremium: chartType.isPremium
)
}
private func updateChartData(chartType: ChartType, category: Category?, timeRange: TimeRange) {
isLoading = true
let sources: [InvestmentSource]
if let category = category {
sources = sourceRepository.fetchSources(for: category)
} else {
sources = sourceRepository.sources
}
var snapshots = sources.flatMap { $0.snapshotsArray }
// Filter by time range
if let months = timeRange.months {
let cutoff = Calendar.current.date(byAdding: .month, value: -months, to: Date()) ?? Date()
snapshots = snapshots.filter { $0.date >= cutoff }
}
// Apply freemium filter
snapshots = freemiumValidator.filterSnapshots(snapshots)
switch chartType {
case .evolution:
calculateEvolutionData(from: snapshots)
case .allocation:
calculateAllocationData()
case .performance:
calculatePerformanceData()
case .drawdown:
calculateDrawdownData(from: snapshots)
case .volatility:
calculateVolatilityData(from: snapshots)
case .prediction:
calculatePredictionData(from: snapshots)
}
isLoading = false
}
// MARK: - Chart Calculations
private func calculateEvolutionData(from snapshots: [Snapshot]) {
let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
var dateValues: [Date: Decimal] = [:]
for snapshot in sortedSnapshots {
let day = Calendar.current.startOfDay(for: snapshot.date)
dateValues[day, default: 0] += snapshot.decimalValue
}
evolutionData = dateValues
.map { (date: $0.key, value: $0.value) }
.sorted { $0.date < $1.date }
}
private func calculateAllocationData() {
let categories = categoryRepository.categories
let total = categories.reduce(Decimal.zero) { $0 + $1.totalValue }
allocationData = categories
.filter { $0.totalValue > 0 }
.map { category in
(
category: category.name,
value: category.totalValue,
color: category.colorHex
)
}
.sorted { $0.value > $1.value }
}
private func calculatePerformanceData() {
let categories = categoryRepository.categories
performanceData = categories.compactMap { category in
let snapshots = category.sourcesArray.flatMap { $0.snapshotsArray }
guard snapshots.count >= 2 else { return nil }
let metrics = calculationService.calculateMetrics(for: snapshots)
return (
category: category.name,
cagr: metrics.cagr,
color: category.colorHex
)
}.sorted { $0.cagr > $1.cagr }
}
private func calculateDrawdownData(from snapshots: [Snapshot]) {
let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
guard !sortedSnapshots.isEmpty else {
drawdownData = []
return
}
var peak = sortedSnapshots.first!.decimalValue
var data: [(date: Date, drawdown: Double)] = []
for snapshot in sortedSnapshots {
let value = snapshot.decimalValue
if value > peak {
peak = value
}
let drawdown = peak > 0
? NSDecimalNumber(decimal: (peak - value) / peak).doubleValue * 100
: 0
data.append((date: snapshot.date, drawdown: -drawdown))
}
drawdownData = data
}
private func calculateVolatilityData(from snapshots: [Snapshot]) {
let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
guard sortedSnapshots.count >= 3 else {
volatilityData = []
return
}
var data: [(date: Date, volatility: Double)] = []
let windowSize = 3
for i in windowSize..<sortedSnapshots.count {
let window = Array(sortedSnapshots[(i - windowSize)..<i])
let values = window.map { NSDecimalNumber(decimal: $0.decimalValue).doubleValue }
let mean = values.reduce(0, +) / Double(values.count)
let variance = values.map { pow($0 - mean, 2) }.reduce(0, +) / Double(values.count)
let stdDev = sqrt(variance)
let volatility = mean > 0 ? (stdDev / mean) * 100 : 0
data.append((date: sortedSnapshots[i].date, volatility: volatility))
}
volatilityData = data
}
private func calculatePredictionData(from snapshots: [Snapshot]) {
guard freemiumValidator.canViewPredictions() else {
predictionData = []
return
}
let result = predictionEngine.predict(snapshots: snapshots)
predictionData = result.predictions
}
// MARK: - Computed Properties
var categories: [Category] {
categoryRepository.categories
}
var availableChartTypes: [ChartType] {
ChartType.allCases
}
var isPremium: Bool {
freemiumValidator.isPremium
}
var hasData: Bool {
!sourceRepository.sources.isEmpty
}
}

203
InvestmentTracker/ViewModels/DashboardViewModel.swift Normal file
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import Foundation
import Combine
import CoreData
@MainActor
class DashboardViewModel: ObservableObject {
// MARK: - Published Properties
@Published var portfolioSummary: PortfolioSummary = .empty
@Published var categoryMetrics: [CategoryMetrics] = []
@Published var recentSnapshots: [Snapshot] = []
@Published var sourcesNeedingUpdate: [InvestmentSource] = []
@Published var isLoading = false
@Published var errorMessage: String?
// MARK: - Chart Data
@Published var evolutionData: [(date: Date, value: Decimal)] = []
// MARK: - Dependencies
private let categoryRepository: CategoryRepository
private let sourceRepository: InvestmentSourceRepository
private let snapshotRepository: SnapshotRepository
private let calculationService: CalculationService
private var cancellables = Set<AnyCancellable>()
// MARK: - Initialization
init(
categoryRepository: CategoryRepository = CategoryRepository(),
sourceRepository: InvestmentSourceRepository = InvestmentSourceRepository(),
snapshotRepository: SnapshotRepository = SnapshotRepository(),
calculationService: CalculationService = .shared
) {
self.categoryRepository = categoryRepository
self.sourceRepository = sourceRepository
self.snapshotRepository = snapshotRepository
self.calculationService = calculationService
setupObservers()
loadData()
}
// MARK: - Setup
private func setupObservers() {
// Observe category changes
categoryRepository.$categories
.receive(on: DispatchQueue.main)
.sink { [weak self] _ in
self?.refreshData()
}
.store(in: &cancellables)
// Observe source changes
sourceRepository.$sources
.receive(on: DispatchQueue.main)
.sink { [weak self] _ in
self?.refreshData()
}
.store(in: &cancellables)
// Observe Core Data changes
NotificationCenter.default.publisher(for: .NSManagedObjectContextObjectsDidChange)
.debounce(for: .milliseconds(500), scheduler: DispatchQueue.main)
.sink { [weak self] _ in
self?.refreshData()
}
.store(in: &cancellables)
}
// MARK: - Data Loading
func loadData() {
isLoading = true
errorMessage = nil
Task {
await refreshAllData()
isLoading = false
}
}
func refreshData() {
Task {
await refreshAllData()
}
}
private func refreshAllData() async {
let categories = categoryRepository.categories
let sources = sourceRepository.sources
let allSnapshots = snapshotRepository.fetchAllSnapshots()
// Calculate portfolio summary
portfolioSummary = calculationService.calculatePortfolioSummary(
from: sources,
snapshots: allSnapshots
)
// Calculate category metrics
categoryMetrics = calculationService.calculateCategoryMetrics(
for: categories,
totalPortfolioValue: portfolioSummary.totalValue
).sorted { $0.totalValue > $1.totalValue }
// Get recent snapshots
recentSnapshots = Array(allSnapshots.prefix(10))
// Get sources needing update
sourcesNeedingUpdate = sourceRepository.fetchSourcesNeedingUpdate()
// Calculate evolution data for chart
calculateEvolutionData(from: allSnapshots)
// Log screen view
FirebaseService.shared.logScreenView(screenName: "Dashboard")
}
private func calculateEvolutionData(from snapshots: [Snapshot]) {
// Group snapshots by date and sum values
var dateValues: [Date: Decimal] = [:]
// Get unique dates
let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
for snapshot in sortedSnapshots {
let startOfDay = Calendar.current.startOfDay(for: snapshot.date)
// For each date, we need the total portfolio value at that point
// This requires summing the latest value for each source up to that date
let sourcesAtDate = Dictionary(grouping: sortedSnapshots.filter { $0.date <= snapshot.date }) {
$0.source?.id ?? UUID()
}
var totalAtDate: Decimal = 0
for (_, sourceSnapshots) in sourcesAtDate {
if let latestForSource = sourceSnapshots.max(by: { $0.date < $1.date }) {
totalAtDate += latestForSource.decimalValue
}
}
dateValues[startOfDay] = totalAtDate
}
evolutionData = dateValues
.map { (date: $0.key, value: $0.value) }
.sorted { $0.date < $1.date }
}
// MARK: - Computed Properties
var hasData: Bool {
!sourceRepository.sources.isEmpty
}
var totalSourceCount: Int {
sourceRepository.sourceCount
}
var totalCategoryCount: Int {
categoryRepository.categories.count
}
var pendingUpdatesCount: Int {
sourcesNeedingUpdate.count
}
var topCategories: [CategoryMetrics] {
Array(categoryMetrics.prefix(5))
}
// MARK: - Formatting
var formattedTotalValue: String {
portfolioSummary.formattedTotalValue
}
var formattedDayChange: String {
portfolioSummary.formattedDayChange
}
var formattedMonthChange: String {
portfolioSummary.formattedMonthChange
}
var formattedYearChange: String {
portfolioSummary.formattedYearChange
}
var isDayChangePositive: Bool {
portfolioSummary.dayChange >= 0
}
var isMonthChangePositive: Bool {
portfolioSummary.monthChange >= 0
}
var isYearChangePositive: Bool {
portfolioSummary.yearChange >= 0
}
}

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InvestmentTracker/ViewModels/SettingsViewModel.swift Normal file
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import Foundation
import Combine
import UIKit
@MainActor
class SettingsViewModel: ObservableObject {
// MARK: - Published Properties
@Published var isPremium = false
@Published var isFamilyShared = false
@Published var notificationsEnabled = false
@Published var defaultNotificationTime = Date()
@Published var analyticsEnabled = true
@Published var isLoading = false
@Published var showingPaywall = false
@Published var showingExportOptions = false
@Published var showingResetConfirmation = false
@Published var errorMessage: String?
@Published var successMessage: String?
// MARK: - Statistics
@Published var totalSources = 0
@Published var totalSnapshots = 0
@Published var totalCategories = 0
// MARK: - Dependencies
private let iapService: IAPService
private let notificationService: NotificationService
private let sourceRepository: InvestmentSourceRepository
private let categoryRepository: CategoryRepository
private let freemiumValidator: FreemiumValidator
private var cancellables = Set<AnyCancellable>()
// MARK: - Initialization
init(
iapService: IAPService,
notificationService: NotificationService = .shared,
sourceRepository: InvestmentSourceRepository = InvestmentSourceRepository(),
categoryRepository: CategoryRepository = CategoryRepository()
) {
self.iapService = iapService
self.notificationService = notificationService
self.sourceRepository = sourceRepository
self.categoryRepository = categoryRepository
self.freemiumValidator = FreemiumValidator(iapService: iapService)
setupObservers()
loadSettings()
}
// MARK: - Setup
private func setupObservers() {
iapService.$isPremium
.receive(on: DispatchQueue.main)
.assign(to: &$isPremium)
iapService.$isFamilyShared
.receive(on: DispatchQueue.main)
.assign(to: &$isFamilyShared)
notificationService.$isAuthorized
.receive(on: DispatchQueue.main)
.assign(to: &$notificationsEnabled)
}
// MARK: - Data Loading
func loadSettings() {
let context = CoreDataStack.shared.viewContext
let settings = AppSettings.getOrCreate(in: context)
defaultNotificationTime = settings.defaultNotificationTime ?? Date()
analyticsEnabled = settings.enableAnalytics
// Load statistics
totalSources = sourceRepository.sourceCount
totalCategories = categoryRepository.categories.count
totalSnapshots = sourceRepository.sources.reduce(0) { $0 + $1.snapshotCount }
FirebaseService.shared.logScreenView(screenName: "Settings")
}
// MARK: - Premium Actions
func upgradeToPremium() {
showingPaywall = true
FirebaseService.shared.logPaywallShown(trigger: "settings_upgrade")
}
func restorePurchases() async {
isLoading = true
await iapService.restorePurchases()
isLoading = false
if isPremium {
successMessage = "Purchases restored successfully!"
FirebaseService.shared.logRestorePurchases(success: true)
} else {
errorMessage = "No purchases to restore"
FirebaseService.shared.logRestorePurchases(success: false)
}
}
// MARK: - Notification Settings
func requestNotificationPermission() async {
let granted = await notificationService.requestAuthorization()
if !granted {
errorMessage = "Please enable notifications in Settings"
}
}
func updateNotificationTime(_ time: Date) {
defaultNotificationTime = time
let context = CoreDataStack.shared.viewContext
let settings = AppSettings.getOrCreate(in: context)
settings.defaultNotificationTime = time
CoreDataStack.shared.save()
// Reschedule all notifications with new time
let sources = sourceRepository.fetchActiveSources()
notificationService.scheduleAllReminders(for: sources)
}
func openSystemSettings() {
if let url = URL(string: UIApplication.openSettingsURLString) {
UIApplication.shared.open(url)
}
}
// MARK: - Export
func exportData(format: ExportService.ExportFormat) {
guard freemiumValidator.canExport() else {
showingPaywall = true
FirebaseService.shared.logPaywallShown(trigger: "export")
return
}
guard let windowScene = UIApplication.shared.connectedScenes.first as? UIWindowScene,
let viewController = windowScene.windows.first?.rootViewController else {
return
}
ExportService.shared.share(
format: format,
sources: sourceRepository.sources,
categories: categoryRepository.categories,
from: viewController
)
}
var canExport: Bool {
freemiumValidator.canExport()
}
// MARK: - Analytics
func toggleAnalytics(_ enabled: Bool) {
analyticsEnabled = enabled
let context = CoreDataStack.shared.viewContext
let settings = AppSettings.getOrCreate(in: context)
settings.enableAnalytics = enabled
CoreDataStack.shared.save()
// Note: In production, you'd also update Firebase Analytics consent
}
// MARK: - Data Management
func resetAllData() {
let context = CoreDataStack.shared.viewContext
// Delete all snapshots, sources, and categories
for source in sourceRepository.sources {
context.delete(source)
}
for category in categoryRepository.categories {
context.delete(category)
}
CoreDataStack.shared.save()
// Clear notifications
notificationService.cancelAllReminders()
// Recreate default categories
categoryRepository.createDefaultCategoriesIfNeeded()
// Reload data
loadSettings()
successMessage = "All data has been reset"
}
// MARK: - Computed Properties
var appVersion: String {
"\(AppConstants.appVersion) (\(AppConstants.buildNumber))"
}
var premiumStatusText: String {
if isPremium {
return isFamilyShared ? "Premium (Family)" : "Premium"
}
return "Free"
}
var sourceLimitText: String {
if isPremium {
return "Unlimited"
}
return "\(totalSources)/\(FreemiumLimits.maxSources)"
}
var historyLimitText: String {
if isPremium {
return "Full history"
}
return "Last \(FreemiumLimits.maxHistoricalMonths) months"
}
var storageUsedText: String {
let bytes = calculateStorageUsed()
let formatter = ByteCountFormatter()
formatter.countStyle = .file
return formatter.string(fromByteCount: Int64(bytes))
}
private func calculateStorageUsed() -> Int {
guard let storeURL = CoreDataStack.sharedStoreURL else { return 0 }
do {
let attributes = try FileManager.default.attributesOfItem(atPath: storeURL.path)
return attributes[.size] as? Int ?? 0
} catch {
return 0
}
}
}

193
InvestmentTracker/ViewModels/SnapshotFormViewModel.swift Normal file
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import Foundation
import Combine
@MainActor
class SnapshotFormViewModel: ObservableObject {
// MARK: - Published Properties
@Published var date = Date()
@Published var valueString = ""
@Published var contributionString = ""
@Published var notes = ""
@Published var includeContribution = false
@Published var isValid = false
@Published var errorMessage: String?
// MARK: - Mode
enum Mode {
case add
case edit(Snapshot)
}
let mode: Mode
let source: InvestmentSource
// MARK: - Dependencies
private var cancellables = Set<AnyCancellable>()
// MARK: - Initialization
init(source: InvestmentSource, mode: Mode = .add) {
self.source = source
self.mode = mode
setupValidation()
// Pre-fill for edit mode
if case .edit(let snapshot) = mode {
date = snapshot.date
valueString = formatDecimalForInput(snapshot.decimalValue)
if let contribution = snapshot.contribution {
includeContribution = true
contributionString = formatDecimalForInput(contribution.decimalValue)
}
notes = snapshot.notes ?? ""
}
}
// MARK: - Validation
private func setupValidation() {
Publishers.CombineLatest3($valueString, $contributionString, $includeContribution)
.map { [weak self] valueStr, contribStr, includeContrib in
self?.validateInputs(
valueString: valueStr,
contributionString: contribStr,
includeContribution: includeContrib
) ?? false
}
.assign(to: &$isValid)
}
private func validateInputs(
valueString: String,
contributionString: String,
includeContribution: Bool
) -> Bool {
// Value is required
guard let value = parseDecimal(valueString), value >= 0 else {
return false
}
// Contribution is optional but must be valid if included
if includeContribution {
guard let contribution = parseDecimal(contributionString), contribution >= 0 else {
return false
}
}
return true
}
// MARK: - Parsing
private func parseDecimal(_ string: String) -> Decimal? {
let cleaned = string
.replacingOccurrences(of: "€", with: "")
.replacingOccurrences(of: ",", with: ".")
.trimmingCharacters(in: .whitespaces)
guard !cleaned.isEmpty else { return nil }
let formatter = NumberFormatter()
formatter.numberStyle = .decimal
formatter.locale = Locale(identifier: "en_US")
return formatter.number(from: cleaned)?.decimalValue
}
private func formatDecimalForInput(_ decimal: Decimal) -> String {
let formatter = NumberFormatter()
formatter.numberStyle = .decimal
formatter.minimumFractionDigits = 2
formatter.maximumFractionDigits = 2
formatter.groupingSeparator = ""
return formatter.string(from: decimal as NSDecimalNumber) ?? ""
}
// MARK: - Computed Properties
var value: Decimal? {
parseDecimal(valueString)
}
var contribution: Decimal? {
guard includeContribution else { return nil }
return parseDecimal(contributionString)
}
var formattedValue: String {
guard let value = value else { return "€0.00" }
return value.currencyString
}
var title: String {
switch mode {
case .add:
return "Add Snapshot"
case .edit:
return "Edit Snapshot"
}
}
var buttonTitle: String {
switch mode {
case .add:
return "Add Snapshot"
case .edit:
return "Save Changes"
}
}
// MARK: - Previous Value Reference
var previousValue: Decimal? {
source.latestSnapshot?.decimalValue
}
var previousValueString: String {
guard let previous = previousValue else { return "No previous value" }
return "Previous: \(previous.currencyString)"
}
var changeFromPrevious: Decimal? {
guard let current = value, let previous = previousValue else { return nil }
return current - previous
}
var changePercentageFromPrevious: Double? {
guard let current = value,
let previous = previousValue,
previous != 0 else { return nil }
return NSDecimalNumber(decimal: (current - previous) / previous).doubleValue * 100
}
var formattedChange: String? {
guard let change = changeFromPrevious else { return nil }
let prefix = change >= 0 ? "+" : ""
return "\(prefix)\(change.currencyString)"
}
var formattedChangePercentage: String? {
guard let percentage = changePercentageFromPrevious else { return nil }
let prefix = percentage >= 0 ? "+" : ""
return String(format: "\(prefix)%.2f%%", percentage)
}
// MARK: - Date Validation
var isDateInFuture: Bool {
date > Date()
}
var dateWarning: String? {
if isDateInFuture {
return "Date is in the future"
}
return nil
}
}

229
InvestmentTracker/ViewModels/SourceDetailViewModel.swift Normal file
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import Foundation
import Combine
import CoreData
@MainActor
class SourceDetailViewModel: ObservableObject {
// MARK: - Published Properties
@Published var source: InvestmentSource
@Published var snapshots: [Snapshot] = []
@Published var metrics: InvestmentMetrics = .empty
@Published var predictions: [Prediction] = []
@Published var predictionResult: PredictionResult?
@Published var isLoading = false
@Published var showingAddSnapshot = false
@Published var showingEditSource = false
@Published var showingPaywall = false
@Published var errorMessage: String?
// MARK: - Chart Data
@Published var chartData: [(date: Date, value: Decimal)] = []
// MARK: - Dependencies
private let snapshotRepository: SnapshotRepository
private let sourceRepository: InvestmentSourceRepository
private let calculationService: CalculationService
private let predictionEngine: PredictionEngine
private let freemiumValidator: FreemiumValidator
private var cancellables = Set<AnyCancellable>()
// MARK: - Initialization
init(
source: InvestmentSource,
snapshotRepository: SnapshotRepository = SnapshotRepository(),
sourceRepository: InvestmentSourceRepository = InvestmentSourceRepository(),
calculationService: CalculationService = .shared,
predictionEngine: PredictionEngine = .shared,
iapService: IAPService
) {
self.source = source
self.snapshotRepository = snapshotRepository
self.sourceRepository = sourceRepository
self.calculationService = calculationService
self.predictionEngine = predictionEngine
self.freemiumValidator = FreemiumValidator(iapService: iapService)
loadData()
setupObservers()
}
// MARK: - Setup
private func setupObservers() {
NotificationCenter.default.publisher(for: .NSManagedObjectContextObjectsDidChange)
.debounce(for: .milliseconds(300), scheduler: DispatchQueue.main)
.sink { [weak self] _ in
self?.refreshData()
}
.store(in: &cancellables)
}
// MARK: - Data Loading
func loadData() {
isLoading = true
refreshData()
isLoading = false
FirebaseService.shared.logScreenView(screenName: "SourceDetail")
}
func refreshData() {
// Fetch snapshots (filtered by freemium limits)
let allSnapshots = snapshotRepository.fetchSnapshots(for: source)
snapshots = freemiumValidator.filterSnapshots(allSnapshots)
// Calculate metrics
metrics = calculationService.calculateMetrics(for: snapshots)
// Prepare chart data
chartData = snapshots
.sorted { $0.date < $1.date }
.map { (date: $0.date, value: $0.decimalValue) }
// Calculate predictions if premium
if freemiumValidator.canViewPredictions() && snapshots.count >= 3 {
predictionResult = predictionEngine.predict(snapshots: snapshots)
predictions = predictionResult?.predictions ?? []
} else {
predictions = []
predictionResult = nil
}
}
// MARK: - Snapshot Actions
func addSnapshot(date: Date, value: Decimal, contribution: Decimal?, notes: String?) {
snapshotRepository.createSnapshot(
for: source,
date: date,
value: value,
contribution: contribution,
notes: notes
)
// Reschedule notification
NotificationService.shared.scheduleReminder(for: source)
// Log analytics
FirebaseService.shared.logSnapshotAdded(sourceName: source.name, value: value)
showingAddSnapshot = false
refreshData()
}
func deleteSnapshot(_ snapshot: Snapshot) {
snapshotRepository.deleteSnapshot(snapshot)
refreshData()
}
func deleteSnapshot(at offsets: IndexSet) {
snapshotRepository.deleteSnapshot(at: offsets, from: snapshots)
refreshData()
}
// MARK: - Source Actions
func updateSource(
name: String,
category: Category,
frequency: NotificationFrequency,
customMonths: Int
) {
sourceRepository.updateSource(
source,
name: name,
category: category,
notificationFrequency: frequency,
customFrequencyMonths: customMonths
)
// Update notification
NotificationService.shared.scheduleReminder(for: source)
showingEditSource = false
}
// MARK: - Predictions
func showPredictions() {
if freemiumValidator.canViewPredictions() {
// Already loaded, just navigate
FirebaseService.shared.logPredictionViewed(
algorithm: predictionResult?.algorithm.rawValue ?? "unknown"
)
} else {
showingPaywall = true
FirebaseService.shared.logPaywallShown(trigger: "predictions")
}
}
// MARK: - Computed Properties
var currentValue: Decimal {
source.latestValue
}
var formattedCurrentValue: String {
currentValue.currencyString
}
var totalReturn: Decimal {
metrics.absoluteReturn
}
var formattedTotalReturn: String {
metrics.formattedAbsoluteReturn
}
var percentageReturn: Decimal {
metrics.percentageReturn
}
var formattedPercentageReturn: String {
metrics.formattedPercentageReturn
}
var isPositiveReturn: Bool {
totalReturn >= 0
}
var categoryName: String {
source.category?.name ?? "Uncategorized"
}
var categoryColor: String {
source.category?.colorHex ?? "#3B82F6"
}
var lastUpdated: String {
source.latestSnapshot?.date.friendlyDescription ?? "Never"
}
var snapshotCount: Int {
snapshots.count
}
var hasEnoughDataForPredictions: Bool {
snapshots.count >= 3
}
var canViewPredictions: Bool {
freemiumValidator.canViewPredictions()
}
var isHistoryLimited: Bool {
!freemiumValidator.isPremium &&
snapshotRepository.fetchSnapshots(for: source).count > snapshots.count
}
var hiddenSnapshotCount: Int {
let allCount = snapshotRepository.fetchSnapshots(for: source).count
return allCount - snapshots.count
}
}

213
InvestmentTracker/ViewModels/SourceListViewModel.swift Normal file
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import Foundation
import Combine
import CoreData
@MainActor
class SourceListViewModel: ObservableObject {
// MARK: - Published Properties
@Published var sources: [InvestmentSource] = []
@Published var categories: [Category] = []
@Published var selectedCategory: Category?
@Published var searchText = ""
@Published var isLoading = false
@Published var showingAddSource = false
@Published var showingPaywall = false
@Published var errorMessage: String?
// MARK: - Dependencies
private let sourceRepository: InvestmentSourceRepository
private let categoryRepository: CategoryRepository
private let freemiumValidator: FreemiumValidator
private var cancellables = Set<AnyCancellable>()
// MARK: - Initialization
init(
sourceRepository: InvestmentSourceRepository = InvestmentSourceRepository(),
categoryRepository: CategoryRepository = CategoryRepository(),
iapService: IAPService
) {
self.sourceRepository = sourceRepository
self.categoryRepository = categoryRepository
self.freemiumValidator = FreemiumValidator(iapService: iapService)
setupObservers()
loadData()
}
// MARK: - Setup
private func setupObservers() {
sourceRepository.$sources
.receive(on: DispatchQueue.main)
.sink { [weak self] sources in
self?.filterAndSortSources(sources)
}
.store(in: &cancellables)
categoryRepository.$categories
.receive(on: DispatchQueue.main)
.sink { [weak self] categories in
self?.categories = categories
}
.store(in: &cancellables)
$searchText
.debounce(for: .milliseconds(300), scheduler: DispatchQueue.main)
.sink { [weak self] _ in
self?.filterAndSortSources(self?.sourceRepository.sources ?? [])
}
.store(in: &cancellables)
$selectedCategory
.sink { [weak self] _ in
self?.filterAndSortSources(self?.sourceRepository.sources ?? [])
}
.store(in: &cancellables)
}
// MARK: - Data Loading
func loadData() {
isLoading = true
categoryRepository.createDefaultCategoriesIfNeeded()
sourceRepository.fetchSources()
categoryRepository.fetchCategories()
isLoading = false
FirebaseService.shared.logScreenView(screenName: "SourceList")
}
private func filterAndSortSources(_ allSources: [InvestmentSource]) {
var filtered = allSources
// Filter by category
if let category = selectedCategory {
filtered = filtered.filter { $0.category?.id == category.id }
}
// Filter by search text
if !searchText.isEmpty {
filtered = filtered.filter {
$0.name.localizedCaseInsensitiveContains(searchText) ||
($0.category?.name.localizedCaseInsensitiveContains(searchText) ?? false)
}
}
// Sort by value descending
sources = filtered.sorted { $0.latestValue > $1.latestValue }
}
// MARK: - Actions
func addSourceTapped() {
if freemiumValidator.canAddSource(currentCount: sourceRepository.sourceCount) {
showingAddSource = true
} else {
showingPaywall = true
FirebaseService.shared.logPaywallShown(trigger: "source_limit")
}
}
func createSource(
name: String,
category: Category,
frequency: NotificationFrequency,
customMonths: Int = 1
) {
let source = sourceRepository.createSource(
name: name,
category: category,
notificationFrequency: frequency,
customFrequencyMonths: customMonths
)
// Schedule notification
NotificationService.shared.scheduleReminder(for: source)
// Log analytics
FirebaseService.shared.logSourceAdded(
categoryName: category.name,
sourceCount: sourceRepository.sourceCount
)
showingAddSource = false
}
func deleteSource(_ source: InvestmentSource) {
let categoryName = source.category?.name ?? "Unknown"
// Cancel notifications
NotificationService.shared.cancelReminder(for: source)
// Delete source
sourceRepository.deleteSource(source)
// Log analytics
FirebaseService.shared.logSourceDeleted(categoryName: categoryName)
}
func deleteSource(at offsets: IndexSet) {
for index in offsets {
guard index < sources.count else { continue }
deleteSource(sources[index])
}
}
func toggleSourceActive(_ source: InvestmentSource) {
sourceRepository.toggleActive(source)
if source.isActive {
NotificationService.shared.scheduleReminder(for: source)
} else {
NotificationService.shared.cancelReminder(for: source)
}
}
// MARK: - Computed Properties
var canAddSource: Bool {
freemiumValidator.canAddSource(currentCount: sourceRepository.sourceCount)
}
var remainingSources: Int {
freemiumValidator.remainingSources(currentCount: sourceRepository.sourceCount)
}
var sourceLimitReached: Bool {
!canAddSource
}
var totalValue: Decimal {
sources.reduce(Decimal.zero) { $0 + $1.latestValue }
}
var formattedTotalValue: String {
totalValue.currencyString
}
var sourcesByCategory: [Category: [InvestmentSource]] {
Dictionary(grouping: sources) { $0.category ?? categories.first! }
}
var isEmpty: Bool {
sources.isEmpty && searchText.isEmpty && selectedCategory == nil
}
var isFiltered: Bool {
!searchText.isEmpty || selectedCategory != nil
}
// MARK: - Category Filter
func selectCategory(_ category: Category?) {
selectedCategory = category
}
func clearFilters() {
searchText = ""
selectedCategory = nil
}
}

197
InvestmentTracker/Views/Charts/AllocationPieChart.swift Normal file
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import SwiftUI
import Charts
struct AllocationPieChart: View {
let data: [(category: String, value: Decimal, color: String)]
@State private var selectedSlice: String?
var total: Decimal {
data.reduce(Decimal.zero) { $0 + $1.value }
}
var body: some View {
VStack(alignment: .leading, spacing: 16) {
Text("Asset Allocation")
.font(.headline)
if !data.isEmpty {
HStack(alignment: .top, spacing: 20) {
// Pie Chart
Chart(data, id: \.category) { item in
SectorMark(
angle: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue),
innerRadius: .ratio(0.6),
angularInset: 1.5
)
.foregroundStyle(Color(hex: item.color) ?? .gray)
.cornerRadius(4)
.opacity(selectedSlice == nil || selectedSlice == item.category ? 1 : 0.5)
}
.chartLegend(.hidden)
.frame(width: 180, height: 180)
.overlay {
// Center content
VStack(spacing: 2) {
if let selected = selectedSlice,
let item = data.first(where: { $0.category == selected }) {
Text(selected)
.font(.caption)
.foregroundColor(.secondary)
Text(item.value.compactCurrencyString)
.font(.headline)
let percentage = total > 0
? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
: 0
Text(String(format: "%.1f%%", percentage))
.font(.caption)
.foregroundColor(.secondary)
} else {
Text("Total")
.font(.caption)
.foregroundColor(.secondary)
Text(total.compactCurrencyString)
.font(.headline)
}
}
}
.gesture(
DragGesture(minimumDistance: 0)
.onChanged { value in
// Simple tap detection
}
)
// Legend
VStack(alignment: .leading, spacing: 8) {
ForEach(data, id: \.category) { item in
Button {
if selectedSlice == item.category {
selectedSlice = nil
} else {
selectedSlice = item.category
}
} label: {
HStack(spacing: 8) {
Circle()
.fill(Color(hex: item.color) ?? .gray)
.frame(width: 10, height: 10)
VStack(alignment: .leading, spacing: 0) {
Text(item.category)
.font(.caption)
.foregroundColor(.primary)
let percentage = total > 0
? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
: 0
Text(String(format: "%.1f%%", percentage))
.font(.caption2)
.foregroundColor(.secondary)
}
}
.opacity(selectedSlice == nil || selectedSlice == item.category ? 1 : 0.5)
}
.buttonStyle(.plain)
}
}
.frame(maxWidth: .infinity, alignment: .leading)
}
} else {
Text("No allocation data available")
.foregroundColor(.secondary)
.frame(height: 200)
.frame(maxWidth: .infinity)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
// MARK: - Allocation List View (Alternative)
struct AllocationListView: View {
let data: [(category: String, value: Decimal, color: String)]
var total: Decimal {
data.reduce(Decimal.zero) { $0 + $1.value }
}
var body: some View {
VStack(alignment: .leading, spacing: 12) {
Text("Asset Allocation")
.font(.headline)
ForEach(data, id: \.category) { item in
VStack(spacing: 4) {
HStack {
HStack(spacing: 8) {
Circle()
.fill(Color(hex: item.color) ?? .gray)
.frame(width: 10, height: 10)
Text(item.category)
.font(.subheadline)
}
Spacer()
let percentage = total > 0
? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
: 0
Text(String(format: "%.1f%%", percentage))
.font(.subheadline.weight(.medium))
Text(item.value.compactCurrencyString)
.font(.caption)
.foregroundColor(.secondary)
.frame(width: 70, alignment: .trailing)
}
// Progress bar
GeometryReader { geometry in
let percentage = total > 0
? NSDecimalNumber(decimal: item.value / total).doubleValue
: 0
ZStack(alignment: .leading) {
Rectangle()
.fill(Color.gray.opacity(0.1))
.frame(height: 6)
.cornerRadius(3)
Rectangle()
.fill(Color(hex: item.color) ?? .gray)
.frame(width: geometry.size.width * percentage, height: 6)
.cornerRadius(3)
}
}
.frame(height: 6)
}
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
#Preview {
let sampleData: [(category: String, value: Decimal, color: String)] = [
("Stocks", 50000, "#10B981"),
("Bonds", 25000, "#3B82F6"),
("Real Estate", 15000, "#F59E0B"),
("Crypto", 10000, "#8B5CF6")
]
return VStack(spacing: 20) {
AllocationPieChart(data: sampleData)
AllocationListView(data: sampleData)
}
.padding()
}

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InvestmentTracker/Views/Charts/ChartsContainerView.swift Normal file
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import SwiftUI
import Charts
struct ChartsContainerView: View {
@EnvironmentObject var iapService: IAPService
@StateObject private var viewModel: ChartsViewModel
init() {
_viewModel = StateObject(wrappedValue: ChartsViewModel(iapService: IAPService()))
}
var body: some View {
NavigationStack {
ScrollView {
VStack(spacing: 20) {
// Chart Type Selector
chartTypeSelector
// Time Range Selector
if viewModel.selectedChartType != .allocation &&
viewModel.selectedChartType != .performance {
timeRangeSelector
}
// Category Filter
if viewModel.selectedChartType == .evolution ||
viewModel.selectedChartType == .prediction {
categoryFilter
}
// Chart Content
chartContent
}
.padding()
}
.navigationTitle("Charts")
.sheet(isPresented: $viewModel.showingPaywall) {
PaywallView()
}
}
}
// MARK: - Chart Type Selector
private var chartTypeSelector: some View {
ScrollView(.horizontal, showsIndicators: false) {
HStack(spacing: 12) {
ForEach(ChartsViewModel.ChartType.allCases) { chartType in
ChartTypeButton(
chartType: chartType,
isSelected: viewModel.selectedChartType == chartType,
isPremium: chartType.isPremium,
userIsPremium: viewModel.isPremium
) {
viewModel.selectChart(chartType)
}
}
}
.padding(.horizontal, 4)
}
}
// MARK: - Time Range Selector
private var timeRangeSelector: some View {
HStack(spacing: 8) {
ForEach(ChartsViewModel.TimeRange.allCases) { range in
Button {
viewModel.selectedTimeRange = range
} label: {
Text(range.rawValue)
.font(.subheadline.weight(.medium))
.padding(.horizontal, 16)
.padding(.vertical, 8)
.background(
viewModel.selectedTimeRange == range
? Color.appPrimary
: Color.gray.opacity(0.1)
)
.foregroundColor(
viewModel.selectedTimeRange == range
? .white
: .primary
)
.cornerRadius(20)
}
}
}
}
// MARK: - Category Filter
private var categoryFilter: some View {
ScrollView(.horizontal, showsIndicators: false) {
HStack(spacing: 8) {
Button {
viewModel.selectedCategory = nil
} label: {
Text("All")
.font(.caption.weight(.medium))
.padding(.horizontal, 12)
.padding(.vertical, 6)
.background(
viewModel.selectedCategory == nil
? Color.appPrimary
: Color.gray.opacity(0.1)
)
.foregroundColor(
viewModel.selectedCategory == nil
? .white
: .primary
)
.cornerRadius(16)
}
ForEach(viewModel.categories) { category in
Button {
viewModel.selectedCategory = category
} label: {
HStack(spacing: 4) {
Circle()
.fill(category.color)
.frame(width: 8, height: 8)
Text(category.name)
}
.font(.caption.weight(.medium))
.padding(.horizontal, 12)
.padding(.vertical, 6)
.background(
viewModel.selectedCategory?.id == category.id
? category.color
: Color.gray.opacity(0.1)
)
.foregroundColor(
viewModel.selectedCategory?.id == category.id
? .white
: .primary
)
.cornerRadius(16)
}
}
}
}
}
// MARK: - Chart Content
@ViewBuilder
private var chartContent: some View {
if viewModel.isLoading {
ProgressView()
.frame(height: 300)
} else if !viewModel.hasData {
emptyStateView
} else {
switch viewModel.selectedChartType {
case .evolution:
EvolutionChartView(data: viewModel.evolutionData)
case .allocation:
AllocationPieChart(data: viewModel.allocationData)
case .performance:
PerformanceBarChart(data: viewModel.performanceData)
case .drawdown:
DrawdownChart(data: viewModel.drawdownData)
case .volatility:
VolatilityChartView(data: viewModel.volatilityData)
case .prediction:
PredictionChartView(
predictions: viewModel.predictionData,
historicalData: viewModel.evolutionData
)
}
}
}
private var emptyStateView: some View {
VStack(spacing: 16) {
Image(systemName: "chart.bar.xaxis")
.font(.system(size: 48))
.foregroundColor(.secondary)
Text("No Data Available")
.font(.headline)
Text("Add some investment sources and snapshots to see charts.")
.font(.subheadline)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
}
.frame(height: 300)
}
}
// MARK: - Chart Type Button
struct ChartTypeButton: View {
let chartType: ChartsViewModel.ChartType
let isSelected: Bool
let isPremium: Bool
let userIsPremium: Bool
let action: () -> Void
var body: some View {
Button(action: action) {
VStack(spacing: 8) {
ZStack(alignment: .topTrailing) {
Image(systemName: chartType.icon)
.font(.title2)
if isPremium && !userIsPremium {
Image(systemName: "lock.fill")
.font(.caption2)
.foregroundColor(.appWarning)
.offset(x: 8, y: -4)
}
}
Text(chartType.rawValue)
.font(.caption)
}
.frame(width: 80, height: 70)
.background(
isSelected
? Color.appPrimary
: Color(.systemBackground)
)
.foregroundColor(isSelected ? .white : .primary)
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 4, y: 2)
}
}
}
// MARK: - Evolution Chart View
struct EvolutionChartView: View {
let data: [(date: Date, value: Decimal)]
var body: some View {
VStack(alignment: .leading, spacing: 12) {
Text("Portfolio Evolution")
.font(.headline)
if data.count >= 2 {
Chart(data, id: \.date) { item in
LineMark(
x: .value("Date", item.date),
y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
)
.foregroundStyle(Color.appPrimary)
.interpolationMethod(.catmullRom)
AreaMark(
x: .value("Date", item.date),
y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
)
.foregroundStyle(
LinearGradient(
colors: [Color.appPrimary.opacity(0.3), Color.appPrimary.opacity(0.0)],
startPoint: .top,
endPoint: .bottom
)
)
.interpolationMethod(.catmullRom)
}
.chartXAxis {
AxisMarks(values: .stride(by: .month, count: 2)) { value in
AxisValueLabel(format: .dateTime.month(.abbreviated))
}
}
.chartYAxis {
AxisMarks(position: .leading) { value in
AxisValueLabel {
if let doubleValue = value.as(Double.self) {
Text(Decimal(doubleValue).shortCurrencyString)
.font(.caption)
}
}
}
}
.frame(height: 300)
} else {
Text("Not enough data")
.foregroundColor(.secondary)
.frame(height: 300)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
#Preview {
ChartsContainerView()
.environmentObject(IAPService())
}

304
InvestmentTracker/Views/Charts/DrawdownChart.swift Normal file
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import SwiftUI
import Charts
struct DrawdownChart: View {
let data: [(date: Date, drawdown: Double)]
var maxDrawdown: Double {
abs(data.map { $0.drawdown }.min() ?? 0)
}
var currentDrawdown: Double {
abs(data.last?.drawdown ?? 0)
}
var body: some View {
VStack(alignment: .leading, spacing: 16) {
HStack {
Text("Drawdown Analysis")
.font(.headline)
Spacer()
VStack(alignment: .trailing, spacing: 2) {
Text("Max Drawdown")
.font(.caption)
.foregroundColor(.secondary)
Text(String(format: "%.1f%%", maxDrawdown))
.font(.subheadline.weight(.semibold))
.foregroundColor(.negativeRed)
}
}
Text("Shows percentage decline from peak values")
.font(.caption)
.foregroundColor(.secondary)
if data.count >= 2 {
Chart(data, id: \.date) { item in
AreaMark(
x: .value("Date", item.date),
y: .value("Drawdown", item.drawdown)
)
.foregroundStyle(
LinearGradient(
colors: [Color.negativeRed.opacity(0.5), Color.negativeRed.opacity(0.1)],
startPoint: .top,
endPoint: .bottom
)
)
.interpolationMethod(.catmullRom)
LineMark(
x: .value("Date", item.date),
y: .value("Drawdown", item.drawdown)
)
.foregroundStyle(Color.negativeRed)
.interpolationMethod(.catmullRom)
}
.chartXAxis {
AxisMarks(values: .stride(by: .month, count: 2)) { value in
AxisValueLabel(format: .dateTime.month(.abbreviated))
}
}
.chartYAxis {
AxisMarks { value in
AxisGridLine()
AxisValueLabel {
if let doubleValue = value.as(Double.self) {
Text(String(format: "%.0f%%", doubleValue))
.font(.caption)
}
}
}
}
.chartYScale(domain: (data.map { $0.drawdown }.min() ?? -50)...0)
.frame(height: 250)
// Statistics
HStack(spacing: 20) {
DrawdownStatView(
title: "Current",
value: String(format: "%.1f%%", currentDrawdown),
isHighlighted: currentDrawdown > maxDrawdown * 0.8
)
DrawdownStatView(
title: "Maximum",
value: String(format: "%.1f%%", maxDrawdown),
isHighlighted: true
)
DrawdownStatView(
title: "Average",
value: String(format: "%.1f%%", averageDrawdown),
isHighlighted: false
)
}
.padding(.top, 8)
} else {
Text("Not enough data for drawdown analysis")
.foregroundColor(.secondary)
.frame(height: 250)
.frame(maxWidth: .infinity)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
private var averageDrawdown: Double {
guard !data.isEmpty else { return 0 }
let sum = data.reduce(0.0) { $0 + abs($1.drawdown) }
return sum / Double(data.count)
}
}
struct DrawdownStatView: View {
let title: String
let value: String
let isHighlighted: Bool
var body: some View {
VStack(spacing: 4) {
Text(title)
.font(.caption)
.foregroundColor(.secondary)
Text(value)
.font(.subheadline.weight(.semibold))
.foregroundColor(isHighlighted ? .negativeRed : .primary)
}
.frame(maxWidth: .infinity)
}
}
// MARK: - Volatility Chart View
struct VolatilityChartView: View {
let data: [(date: Date, volatility: Double)]
var currentVolatility: Double {
data.last?.volatility ?? 0
}
var averageVolatility: Double {
guard !data.isEmpty else { return 0 }
return data.reduce(0.0) { $0 + $1.volatility } / Double(data.count)
}
var body: some View {
VStack(alignment: .leading, spacing: 16) {
HStack {
Text("Volatility")
.font(.headline)
Spacer()
VStack(alignment: .trailing, spacing: 2) {
Text("Current")
.font(.caption)
.foregroundColor(.secondary)
Text(String(format: "%.1f%%", currentVolatility))
.font(.subheadline.weight(.semibold))
.foregroundColor(volatilityColor(currentVolatility))
}
}
Text("Measures price variability over time")
.font(.caption)
.foregroundColor(.secondary)
if data.count >= 2 {
Chart(data, id: \.date) { item in
LineMark(
x: .value("Date", item.date),
y: .value("Volatility", item.volatility)
)
.foregroundStyle(Color.appPrimary)
.interpolationMethod(.catmullRom)
AreaMark(
x: .value("Date", item.date),
y: .value("Volatility", item.volatility)
)
.foregroundStyle(
LinearGradient(
colors: [Color.appPrimary.opacity(0.3), Color.appPrimary.opacity(0.0)],
startPoint: .top,
endPoint: .bottom
)
)
.interpolationMethod(.catmullRom)
// Average line
RuleMark(y: .value("Average", averageVolatility))
.foregroundStyle(Color.gray.opacity(0.5))
.lineStyle(StrokeStyle(lineWidth: 1, dash: [5, 5]))
.annotation(position: .top, alignment: .leading) {
Text("Avg: \(String(format: "%.1f%%", averageVolatility))")
.font(.caption2)
.foregroundColor(.secondary)
}
}
.chartXAxis {
AxisMarks(values: .stride(by: .month, count: 2)) { value in
AxisValueLabel(format: .dateTime.month(.abbreviated))
}
}
.chartYAxis {
AxisMarks { value in
AxisGridLine()
AxisValueLabel {
if let doubleValue = value.as(Double.self) {
Text(String(format: "%.0f%%", doubleValue))
.font(.caption)
}
}
}
}
.frame(height: 250)
// Volatility interpretation
HStack(spacing: 16) {
VolatilityLevelView(level: "Low", range: "0-10%", color: .positiveGreen)
VolatilityLevelView(level: "Medium", range: "10-20%", color: .appWarning)
VolatilityLevelView(level: "High", range: "20%+", color: .negativeRed)
}
.padding(.top, 8)
} else {
Text("Not enough data for volatility analysis")
.foregroundColor(.secondary)
.frame(height: 250)
.frame(maxWidth: .infinity)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
private func volatilityColor(_ volatility: Double) -> Color {
switch volatility {
case 0..<10:
return .positiveGreen
case 10..<20:
return .appWarning
default:
return .negativeRed
}
}
}
struct VolatilityLevelView: View {
let level: String
let range: String
let color: Color
var body: some View {
HStack(spacing: 4) {
Circle()
.fill(color)
.frame(width: 8, height: 8)
VStack(alignment: .leading, spacing: 0) {
Text(level)
.font(.caption2)
Text(range)
.font(.caption2)
.foregroundColor(.secondary)
}
}
}
}
#Preview {
let drawdownData: [(date: Date, drawdown: Double)] = [
(Date().adding(months: -6), -5),
(Date().adding(months: -5), -8),
(Date().adding(months: -4), -3),
(Date().adding(months: -3), -15),
(Date().adding(months: -2), -10),
(Date().adding(months: -1), -7),
(Date(), -4)
]
let volatilityData: [(date: Date, volatility: Double)] = [
(Date().adding(months: -6), 12),
(Date().adding(months: -5), 15),
(Date().adding(months: -4), 10),
(Date().adding(months: -3), 22),
(Date().adding(months: -2), 18),
(Date().adding(months: -1), 14),
(Date(), 11)
]
return VStack(spacing: 20) {
DrawdownChart(data: drawdownData)
VolatilityChartView(data: volatilityData)
}
.padding()
}

159
InvestmentTracker/Views/Charts/PerformanceBarChart.swift Normal file
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import SwiftUI
import Charts
struct PerformanceBarChart: View {
let data: [(category: String, cagr: Double, color: String)]
var body: some View {
VStack(alignment: .leading, spacing: 16) {
Text("Performance by Category")
.font(.headline)
Text("Compound Annual Growth Rate (CAGR)")
.font(.caption)
.foregroundColor(.secondary)
if !data.isEmpty {
Chart(data, id: \.category) { item in
BarMark(
x: .value("Category", item.category),
y: .value("CAGR", item.cagr)
)
.foregroundStyle(Color(hex: item.color) ?? .gray)
.cornerRadius(4)
.annotation(position: item.cagr >= 0 ? .top : .bottom) {
Text(String(format: "%.1f%%", item.cagr))
.font(.caption2)
.foregroundColor(item.cagr >= 0 ? .positiveGreen : .negativeRed)
}
}
.chartXAxis {
AxisMarks { value in
AxisValueLabel {
if let category = value.as(String.self) {
Text(category)
.font(.caption)
.lineLimit(1)
}
}
}
}
.chartYAxis {
AxisMarks { value in
AxisGridLine()
AxisValueLabel {
if let doubleValue = value.as(Double.self) {
Text(String(format: "%.0f%%", doubleValue))
.font(.caption)
}
}
}
}
.frame(height: 250)
// Legend / Details
VStack(spacing: 8) {
ForEach(data.sorted(by: { $0.cagr > $1.cagr }), id: \.category) { item in
HStack {
Circle()
.fill(Color(hex: item.color) ?? .gray)
.frame(width: 10, height: 10)
Text(item.category)
.font(.subheadline)
Spacer()
Text(String(format: "%.2f%%", item.cagr))
.font(.subheadline.weight(.semibold))
.foregroundColor(item.cagr >= 0 ? .positiveGreen : .negativeRed)
}
}
}
.padding(.top, 8)
} else {
Text("No performance data available")
.foregroundColor(.secondary)
.frame(height: 250)
.frame(maxWidth: .infinity)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
// MARK: - Horizontal Bar Version
struct HorizontalPerformanceChart: View {
let data: [(category: String, cagr: Double, color: String)]
var sortedData: [(category: String, cagr: Double, color: String)] {
data.sorted { $0.cagr > $1.cagr }
}
var maxValue: Double {
max(abs(data.map { $0.cagr }.max() ?? 0), abs(data.map { $0.cagr }.min() ?? 0))
}
var body: some View {
VStack(alignment: .leading, spacing: 16) {
Text("Performance by Category")
.font(.headline)
ForEach(sortedData, id: \.category) { item in
VStack(alignment: .leading, spacing: 4) {
HStack {
Text(item.category)
.font(.subheadline)
Spacer()
Text(String(format: "%.2f%%", item.cagr))
.font(.subheadline.weight(.semibold))
.foregroundColor(item.cagr >= 0 ? .positiveGreen : .negativeRed)
}
GeometryReader { geometry in
let normalizedValue = maxValue > 0 ? abs(item.cagr) / maxValue : 0
let barWidth = geometry.size.width * normalizedValue
ZStack(alignment: item.cagr >= 0 ? .leading : .trailing) {
Rectangle()
.fill(Color.gray.opacity(0.1))
.frame(height: 8)
.cornerRadius(4)
Rectangle()
.fill(item.cagr >= 0 ? Color.positiveGreen : Color.negativeRed)
.frame(width: barWidth, height: 8)
.cornerRadius(4)
}
}
.frame(height: 8)
}
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
#Preview {
let sampleData: [(category: String, cagr: Double, color: String)] = [
("Stocks", 12.5, "#10B981"),
("Bonds", 4.2, "#3B82F6"),
("Real Estate", 8.1, "#F59E0B"),
("Crypto", -5.3, "#8B5CF6")
]
return VStack(spacing: 20) {
PerformanceBarChart(data: sampleData)
HorizontalPerformanceChart(data: sampleData)
}
.padding()
}

251
InvestmentTracker/Views/Charts/PredictionChartView.swift Normal file
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import SwiftUI
import Charts
struct PredictionChartView: View {
let predictions: [Prediction]
let historicalData: [(date: Date, value: Decimal)]
var body: some View {
VStack(alignment: .leading, spacing: 16) {
HStack {
Text("12-Month Prediction")
.font(.headline)
Spacer()
if let lastPrediction = predictions.last {
VStack(alignment: .trailing, spacing: 2) {
Text("Forecast")
.font(.caption)
.foregroundColor(.secondary)
Text(lastPrediction.formattedValue)
.font(.subheadline.weight(.semibold))
.foregroundColor(.appPrimary)
}
}
}
if let algorithm = predictions.first?.algorithm {
Text("Algorithm: \(algorithm.displayName)")
.font(.caption)
.foregroundColor(.secondary)
}
if !predictions.isEmpty && historicalData.count >= 2 {
Chart {
// Historical data
ForEach(historicalData, id: \.date) { item in
LineMark(
x: .value("Date", item.date),
y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
)
.foregroundStyle(Color.appPrimary)
.interpolationMethod(.catmullRom)
}
// Confidence interval area
ForEach(predictions) { prediction in
AreaMark(
x: .value("Date", prediction.date),
yStart: .value("Lower", NSDecimalNumber(decimal: prediction.confidenceInterval.lower).doubleValue),
yEnd: .value("Upper", NSDecimalNumber(decimal: prediction.confidenceInterval.upper).doubleValue)
)
.foregroundStyle(Color.appSecondary.opacity(0.2))
}
// Prediction line
ForEach(predictions) { prediction in
LineMark(
x: .value("Date", prediction.date),
y: .value("Predicted", NSDecimalNumber(decimal: prediction.predictedValue).doubleValue)
)
.foregroundStyle(Color.appSecondary)
.lineStyle(StrokeStyle(lineWidth: 2, dash: [5, 5]))
}
// Connect historical to prediction
if let lastHistorical = historicalData.last,
let firstPrediction = predictions.first {
LineMark(
x: .value("Date", lastHistorical.date),
y: .value("Value", NSDecimalNumber(decimal: lastHistorical.value).doubleValue),
series: .value("Connection", "connect")
)
.foregroundStyle(Color.appSecondary)
.lineStyle(StrokeStyle(lineWidth: 2, dash: [5, 5]))
LineMark(
x: .value("Date", firstPrediction.date),
y: .value("Value", NSDecimalNumber(decimal: firstPrediction.predictedValue).doubleValue),
series: .value("Connection", "connect")
)
.foregroundStyle(Color.appSecondary)
.lineStyle(StrokeStyle(lineWidth: 2, dash: [5, 5]))
}
}
.chartXAxis {
AxisMarks(values: .stride(by: .month, count: 3)) { value in
AxisValueLabel(format: .dateTime.month(.abbreviated).year(.twoDigits))
}
}
.chartYAxis {
AxisMarks(position: .leading) { value in
AxisValueLabel {
if let doubleValue = value.as(Double.self) {
Text(Decimal(doubleValue).shortCurrencyString)
.font(.caption)
}
}
}
}
.frame(height: 280)
// Legend
HStack(spacing: 20) {
HStack(spacing: 6) {
Rectangle()
.fill(Color.appPrimary)
.frame(width: 20, height: 3)
Text("Historical")
.font(.caption)
.foregroundColor(.secondary)
}
HStack(spacing: 6) {
Rectangle()
.fill(Color.appSecondary)
.frame(width: 20, height: 3)
.mask(
HStack(spacing: 2) {
ForEach(0..<5, id: \.self) { _ in
Rectangle()
.frame(width: 3)
}
}
)
Text("Prediction")
.font(.caption)
.foregroundColor(.secondary)
}
HStack(spacing: 6) {
Rectangle()
.fill(Color.appSecondary.opacity(0.3))
.frame(width: 20, height: 10)
Text("Confidence")
.font(.caption)
.foregroundColor(.secondary)
}
}
// Prediction details
if let lastPrediction = predictions.last {
Divider()
.padding(.vertical, 8)
VStack(spacing: 12) {
HStack {
Text("12-Month Forecast")
.font(.subheadline)
Spacer()
Text(lastPrediction.formattedValue)
.font(.subheadline.weight(.semibold))
}
HStack {
Text("Confidence Range")
.font(.subheadline)
Spacer()
Text(lastPrediction.formattedConfidenceRange)
.font(.caption)
.foregroundColor(.secondary)
}
if let currentValue = historicalData.last?.value {
let change = lastPrediction.predictedValue - currentValue
let changePercent = currentValue > 0
? NSDecimalNumber(decimal: change / currentValue).doubleValue * 100
: 0
HStack {
Text("Expected Change")
.font(.subheadline)
Spacer()
HStack(spacing: 4) {
Image(systemName: change >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption)
Text(String(format: "%+.1f%%", changePercent))
.font(.subheadline.weight(.medium))
}
.foregroundColor(change >= 0 ? .positiveGreen : .negativeRed)
}
}
}
}
} else {
VStack(spacing: 12) {
Image(systemName: "wand.and.stars")
.font(.system(size: 40))
.foregroundColor(.secondary)
Text("Not enough data for predictions")
.font(.subheadline)
.foregroundColor(.secondary)
Text("Add at least 3 snapshots to generate predictions")
.font(.caption)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
}
.frame(height: 280)
.frame(maxWidth: .infinity)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
#Preview {
let historicalData: [(date: Date, value: Decimal)] = [
(Date().adding(months: -6), 10000),
(Date().adding(months: -5), 10500),
(Date().adding(months: -4), 10200),
(Date().adding(months: -3), 11000),
(Date().adding(months: -2), 11500),
(Date().adding(months: -1), 11200),
(Date(), 12000)
]
let predictions = [
Prediction(
date: Date().adding(months: 3),
predictedValue: 13000,
algorithm: .linear,
confidenceInterval: Prediction.ConfidenceInterval(lower: 12000, upper: 14000)
),
Prediction(
date: Date().adding(months: 6),
predictedValue: 14000,
algorithm: .linear,
confidenceInterval: Prediction.ConfidenceInterval(lower: 12500, upper: 15500)
),
Prediction(
date: Date().adding(months: 9),
predictedValue: 15000,
algorithm: .linear,
confidenceInterval: Prediction.ConfidenceInterval(lower: 13000, upper: 17000)
),
Prediction(
date: Date().adding(months: 12),
predictedValue: 16000,
algorithm: .linear,
confidenceInterval: Prediction.ConfidenceInterval(lower: 13500, upper: 18500)
)
]
return PredictionChartView(predictions: predictions, historicalData: historicalData)
.padding()
}

260
InvestmentTracker/Views/Components/LoadingView.swift Normal file
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import SwiftUI
struct LoadingView: View {
var message: String = "Loading..."
var body: some View {
VStack(spacing: 16) {
ProgressView()
.scaleEffect(1.5)
Text(message)
.font(.subheadline)
.foregroundColor(.secondary)
}
.frame(maxWidth: .infinity, maxHeight: .infinity)
.background(Color(.systemBackground))
}
}
// MARK: - Skeleton Loading
struct SkeletonView: View {
@State private var isAnimating = false
var body: some View {
Rectangle()
.fill(
LinearGradient(
colors: [
Color.gray.opacity(0.1),
Color.gray.opacity(0.2),
Color.gray.opacity(0.1)
],
startPoint: .leading,
endPoint: .trailing
)
)
.offset(x: isAnimating ? 200 : -200)
.animation(
Animation.linear(duration: 1.5)
.repeatForever(autoreverses: false),
value: isAnimating
)
.mask(Rectangle())
.onAppear {
isAnimating = true
}
}
}
struct SkeletonCardView: View {
var body: some View {
VStack(alignment: .leading, spacing: 12) {
SkeletonView()
.frame(width: 100, height: 16)
.cornerRadius(4)
SkeletonView()
.frame(height: 32)
.cornerRadius(4)
HStack {
SkeletonView()
.frame(width: 80, height: 14)
.cornerRadius(4)
Spacer()
SkeletonView()
.frame(width: 60, height: 14)
.cornerRadius(4)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
}
}
// MARK: - Empty State View
struct EmptyStateView: View {
let icon: String
let title: String
let message: String
var actionTitle: String?
var action: (() -> Void)?
var body: some View {
VStack(spacing: 20) {
Image(systemName: icon)
.font(.system(size: 60))
.foregroundColor(.secondary)
Text(title)
.font(.title2.weight(.semibold))
Text(message)
.font(.subheadline)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
.padding(.horizontal, 40)
if let actionTitle = actionTitle, let action = action {
Button(action: action) {
Text(actionTitle)
.font(.headline)
.foregroundColor(.white)
.padding()
.frame(maxWidth: 200)
.background(Color.appPrimary)
.cornerRadius(AppConstants.UI.cornerRadius)
}
}
}
.frame(maxWidth: .infinity, maxHeight: .infinity)
}
}
// MARK: - Error View
struct ErrorView: View {
let message: String
var retryAction: (() -> Void)?
var body: some View {
VStack(spacing: 16) {
Image(systemName: "exclamationmark.triangle.fill")
.font(.system(size: 48))
.foregroundColor(.appWarning)
Text("Something went wrong")
.font(.headline)
Text(message)
.font(.subheadline)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
.padding(.horizontal, 40)
if let retryAction = retryAction {
Button(action: retryAction) {
Label("Try Again", systemImage: "arrow.clockwise")
.font(.subheadline.weight(.semibold))
.padding(.horizontal, 20)
.padding(.vertical, 10)
.background(Color.appPrimary)
.foregroundColor(.white)
.cornerRadius(20)
}
}
}
.frame(maxWidth: .infinity, maxHeight: .infinity)
}
}
// MARK: - Success View
struct SuccessView: View {
let title: String
let message: String
var action: (() -> Void)?
var body: some View {
VStack(spacing: 20) {
ZStack {
Circle()
.fill(Color.positiveGreen.opacity(0.1))
.frame(width: 100, height: 100)
Image(systemName: "checkmark.circle.fill")
.font(.system(size: 60))
.foregroundColor(.positiveGreen)
}
Text(title)
.font(.title2.weight(.bold))
Text(message)
.font(.subheadline)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
.padding(.horizontal, 40)
if let action = action {
Button(action: action) {
Text("Continue")
.font(.headline)
.foregroundColor(.white)
.padding()
.frame(maxWidth: 200)
.background(Color.appPrimary)
.cornerRadius(AppConstants.UI.cornerRadius)
}
}
}
}
}
// MARK: - Toast View
struct ToastView: View {
enum ToastType {
case success, error, info
var icon: String {
switch self {
case .success: return "checkmark.circle.fill"
case .error: return "xmark.circle.fill"
case .info: return "info.circle.fill"
}
}
var color: Color {
switch self {
case .success: return .positiveGreen
case .error: return .negativeRed
case .info: return .appPrimary
}
}
}
let message: String
let type: ToastType
var body: some View {
HStack(spacing: 12) {
Image(systemName: type.icon)
.foregroundColor(type.color)
Text(message)
.font(.subheadline)
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.1), radius: 10, y: 5)
}
}
#Preview {
VStack(spacing: 20) {
LoadingView()
.frame(height: 100)
SkeletonCardView()
EmptyStateView(
icon: "tray",
title: "No Data",
message: "Start adding your investments to see them here.",
actionTitle: "Get Started",
action: {}
)
.frame(height: 300)
ToastView(message: "Successfully saved!", type: .success)
}
.padding()
}

191
InvestmentTracker/Views/Dashboard/CategoryBreakdown.swift Normal file
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import SwiftUI
struct CategoryBreakdownCard: View {
let categories: [CategoryMetrics]
var body: some View {
VStack(alignment: .leading, spacing: 12) {
HStack {
Text("By Category")
.font(.headline)
Spacer()
NavigationLink {
ChartsContainerView()
} label: {
Text("See All")
.font(.subheadline)
.foregroundColor(.appPrimary)
}
}
ForEach(categories) { category in
CategoryRowView(category: category)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
struct CategoryRowView: View {
let category: CategoryMetrics
var body: some View {
HStack(spacing: 12) {
// Icon
ZStack {
Circle()
.fill((Color(hex: category.colorHex) ?? .gray).opacity(0.2))
.frame(width: 36, height: 36)
Image(systemName: category.icon)
.font(.system(size: 14))
.foregroundColor(Color(hex: category.colorHex) ?? .gray)
}
// Name and percentage
VStack(alignment: .leading, spacing: 2) {
Text(category.categoryName)
.font(.subheadline.weight(.medium))
Text(category.formattedPercentage)
.font(.caption)
.foregroundColor(.secondary)
}
Spacer()
// Value and return
VStack(alignment: .trailing, spacing: 2) {
Text(category.formattedTotalValue)
.font(.subheadline.weight(.semibold))
HStack(spacing: 2) {
Image(systemName: category.metrics.cagr >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption2)
Text(category.metrics.formattedCAGR)
.font(.caption)
}
.foregroundColor(category.metrics.cagr >= 0 ? .positiveGreen : .negativeRed)
}
}
.padding(.vertical, 4)
}
}
// MARK: - Category Progress Bar
struct CategoryProgressBar: View {
let category: CategoryMetrics
let maxValue: Decimal
var progress: Double {
guard maxValue > 0 else { return 0 }
return NSDecimalNumber(decimal: category.totalValue / maxValue).doubleValue
}
var body: some View {
VStack(alignment: .leading, spacing: 4) {
HStack {
HStack(spacing: 6) {
Circle()
.fill(Color(hex: category.colorHex) ?? .gray)
.frame(width: 8, height: 8)
Text(category.categoryName)
.font(.caption)
}
Spacer()
Text(category.formattedPercentage)
.font(.caption)
.foregroundColor(.secondary)
}
GeometryReader { geometry in
ZStack(alignment: .leading) {
Rectangle()
.fill(Color.gray.opacity(0.1))
.frame(height: 6)
.cornerRadius(3)
Rectangle()
.fill(Color(hex: category.colorHex) ?? .gray)
.frame(width: geometry.size.width * progress, height: 6)
.cornerRadius(3)
}
}
.frame(height: 6)
}
}
}
// MARK: - Simple Category List
struct SimpleCategoryList: View {
let categories: [CategoryMetrics]
var body: some View {
VStack(spacing: 8) {
ForEach(categories) { category in
HStack {
Circle()
.fill(Color(hex: category.colorHex) ?? .gray)
.frame(width: 10, height: 10)
Text(category.categoryName)
.font(.subheadline)
Spacer()
Text(category.formattedTotalValue)
.font(.subheadline.weight(.medium))
Text("(\(category.formattedPercentage))")
.font(.caption)
.foregroundColor(.secondary)
}
}
}
}
}
#Preview {
let sampleCategories = [
CategoryMetrics(
id: UUID(),
categoryName: "Stocks",
colorHex: "#10B981",
icon: "chart.line.uptrend.xyaxis",
totalValue: 50000,
percentageOfPortfolio: 50,
metrics: .empty
),
CategoryMetrics(
id: UUID(),
categoryName: "Bonds",
colorHex: "#3B82F6",
icon: "building.columns.fill",
totalValue: 30000,
percentageOfPortfolio: 30,
metrics: .empty
),
CategoryMetrics(
id: UUID(),
categoryName: "Real Estate",
colorHex: "#F59E0B",
icon: "house.fill",
totalValue: 20000,
percentageOfPortfolio: 20,
metrics: .empty
)
]
return CategoryBreakdownCard(categories: sampleCategories)
.padding()
}

262
InvestmentTracker/Views/Dashboard/DashboardView.swift Normal file
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import SwiftUI
import Charts
struct DashboardView: View {
@EnvironmentObject var iapService: IAPService
@StateObject private var viewModel: DashboardViewModel
init() {
_viewModel = StateObject(wrappedValue: DashboardViewModel())
}
var body: some View {
NavigationStack {
ScrollView {
VStack(spacing: 20) {
if viewModel.hasData {
// Total Value Card
TotalValueCard(
totalValue: viewModel.portfolioSummary.formattedTotalValue,
dayChange: viewModel.portfolioSummary.formattedDayChange,
isPositive: viewModel.isDayChangePositive
)
// Evolution Chart
if !viewModel.evolutionData.isEmpty {
EvolutionChartCard(data: viewModel.evolutionData)
}
// Period Returns
PeriodReturnsCard(
monthChange: viewModel.portfolioSummary.formattedMonthChange,
yearChange: viewModel.portfolioSummary.formattedYearChange,
allTimeChange: viewModel.portfolioSummary.formattedAllTimeReturn,
isMonthPositive: viewModel.isMonthChangePositive,
isYearPositive: viewModel.isYearChangePositive,
isAllTimePositive: viewModel.portfolioSummary.allTimeReturn >= 0
)
// Category Breakdown
if !viewModel.categoryMetrics.isEmpty {
CategoryBreakdownCard(categories: viewModel.topCategories)
}
// Pending Updates
if !viewModel.sourcesNeedingUpdate.isEmpty {
PendingUpdatesCard(sources: viewModel.sourcesNeedingUpdate)
}
} else {
EmptyDashboardView()
}
}
.padding()
}
.navigationTitle("Dashboard")
.refreshable {
viewModel.refreshData()
}
.overlay {
if viewModel.isLoading {
ProgressView()
}
}
}
}
}
// MARK: - Total Value Card
struct TotalValueCard: View {
let totalValue: String
let dayChange: String
let isPositive: Bool
var body: some View {
VStack(spacing: 8) {
Text("Total Portfolio Value")
.font(.subheadline)
.foregroundColor(.secondary)
Text(totalValue)
.font(.system(size: 42, weight: .bold, design: .rounded))
.foregroundColor(.primary)
HStack(spacing: 4) {
Image(systemName: isPositive ? "arrow.up.right" : "arrow.down.right")
.font(.caption)
Text(dayChange)
.font(.subheadline.weight(.medium))
Text("today")
.font(.subheadline)
.foregroundColor(.secondary)
}
.foregroundColor(isPositive ? .positiveGreen : .negativeRed)
}
.frame(maxWidth: .infinity)
.padding(.vertical, 24)
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
// MARK: - Period Returns Card
struct PeriodReturnsCard: View {
let monthChange: String
let yearChange: String
let allTimeChange: String
let isMonthPositive: Bool
let isYearPositive: Bool
let isAllTimePositive: Bool
var body: some View {
VStack(alignment: .leading, spacing: 12) {
Text("Returns")
.font(.headline)
HStack(spacing: 16) {
ReturnPeriodView(
period: "1M",
change: monthChange,
isPositive: isMonthPositive
)
Divider()
ReturnPeriodView(
period: "1Y",
change: yearChange,
isPositive: isYearPositive
)
Divider()
ReturnPeriodView(
period: "All",
change: allTimeChange,
isPositive: isAllTimePositive
)
}
.frame(maxWidth: .infinity)
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
struct ReturnPeriodView: View {
let period: String
let change: String
let isPositive: Bool
var body: some View {
VStack(spacing: 4) {
Text(period)
.font(.caption)
.foregroundColor(.secondary)
Text(change)
.font(.subheadline.weight(.semibold))
.foregroundColor(isPositive ? .positiveGreen : .negativeRed)
.lineLimit(1)
.minimumScaleFactor(0.8)
}
.frame(maxWidth: .infinity)
}
}
// MARK: - Empty Dashboard View
struct EmptyDashboardView: View {
var body: some View {
VStack(spacing: 20) {
Image(systemName: "chart.pie")
.font(.system(size: 60))
.foregroundColor(.secondary)
Text("Welcome to Investment Tracker")
.font(.title2.weight(.semibold))
Text("Start by adding your first investment source to track your portfolio.")
.font(.subheadline)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
NavigationLink {
AddSourceView()
} label: {
Label("Add Investment Source", systemImage: "plus")
.font(.headline)
.foregroundColor(.white)
.padding()
.frame(maxWidth: .infinity)
.background(Color.appPrimary)
.cornerRadius(AppConstants.UI.cornerRadius)
}
}
.padding()
}
}
// MARK: - Pending Updates Card
struct PendingUpdatesCard: View {
let sources: [InvestmentSource]
var body: some View {
VStack(alignment: .leading, spacing: 12) {
HStack {
Image(systemName: "bell.badge.fill")
.foregroundColor(.appWarning)
Text("Pending Updates")
.font(.headline)
Spacer()
Text("\(sources.count)")
.font(.subheadline)
.foregroundColor(.secondary)
}
ForEach(sources.prefix(3)) { source in
NavigationLink(destination: SourceDetailView(source: source)) {
HStack {
Circle()
.fill(source.category?.color ?? .gray)
.frame(width: 8, height: 8)
Text(source.name)
.font(.subheadline)
Spacer()
Text(source.latestSnapshot?.date.relativeDescription ?? "Never")
.font(.caption)
.foregroundColor(.secondary)
Image(systemName: "chevron.right")
.font(.caption)
.foregroundColor(.secondary)
}
}
.buttonStyle(.plain)
}
if sources.count > 3 {
Text("+ \(sources.count - 3) more")
.font(.caption)
.foregroundColor(.secondary)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
#Preview {
DashboardView()
.environmentObject(IAPService())
}

158
InvestmentTracker/Views/Dashboard/EvolutionChart.swift Normal file
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import SwiftUI
import Charts
struct EvolutionChartCard: View {
let data: [(date: Date, value: Decimal)]
@State private var selectedDataPoint: (date: Date, value: Decimal)?
var body: some View {
VStack(alignment: .leading, spacing: 12) {
HStack {
Text("Portfolio Evolution")
.font(.headline)
Spacer()
if let selected = selectedDataPoint {
VStack(alignment: .trailing) {
Text(selected.value.compactCurrencyString)
.font(.subheadline.weight(.semibold))
Text(selected.date.monthYearString)
.font(.caption)
.foregroundColor(.secondary)
}
}
}
if data.count >= 2 {
Chart {
ForEach(data, id: \.date) { item in
LineMark(
x: .value("Date", item.date),
y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
)
.foregroundStyle(Color.appPrimary)
.interpolationMethod(.catmullRom)
AreaMark(
x: .value("Date", item.date),
y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
)
.foregroundStyle(
LinearGradient(
colors: [Color.appPrimary.opacity(0.3), Color.appPrimary.opacity(0.0)],
startPoint: .top,
endPoint: .bottom
)
)
.interpolationMethod(.catmullRom)
}
if let selected = selectedDataPoint {
RuleMark(x: .value("Selected", selected.date))
.foregroundStyle(Color.gray.opacity(0.3))
.lineStyle(StrokeStyle(lineWidth: 1, dash: [5, 5]))
PointMark(
x: .value("Date", selected.date),
y: .value("Value", NSDecimalNumber(decimal: selected.value).doubleValue)
)
.foregroundStyle(Color.appPrimary)
.symbolSize(100)
}
}
.chartXAxis {
AxisMarks(values: .stride(by: .month, count: 3)) { value in
AxisValueLabel(format: .dateTime.month(.abbreviated))
}
}
.chartYAxis {
AxisMarks(position: .leading) { value in
AxisValueLabel {
if let doubleValue = value.as(Double.self) {
Text(Decimal(doubleValue).shortCurrencyString)
.font(.caption)
}
}
}
}
.chartOverlay { proxy in
GeometryReader { geometry in
Rectangle()
.fill(.clear)
.contentShape(Rectangle())
.gesture(
DragGesture(minimumDistance: 0)
.onChanged { value in
let x = value.location.x - geometry[proxy.plotAreaFrame].origin.x
guard let date: Date = proxy.value(atX: x) else { return }
if let closest = data.min(by: {
abs($0.date.timeIntervalSince(date)) < abs($1.date.timeIntervalSince(date))
}) {
selectedDataPoint = closest
}
}
.onEnded { _ in
selectedDataPoint = nil
}
)
}
}
.frame(height: 200)
} else {
Text("Not enough data to display chart")
.font(.subheadline)
.foregroundColor(.secondary)
.frame(height: 200)
.frame(maxWidth: .infinity)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
// MARK: - Mini Sparkline
struct SparklineView: View {
let data: [(date: Date, value: Decimal)]
let color: Color
var body: some View {
if data.count >= 2 {
Chart(data, id: \.date) { item in
LineMark(
x: .value("Date", item.date),
y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
)
.foregroundStyle(color)
.interpolationMethod(.catmullRom)
}
.chartXAxis(.hidden)
.chartYAxis(.hidden)
.chartLegend(.hidden)
} else {
Rectangle()
.fill(Color.gray.opacity(0.1))
}
}
}
#Preview {
let sampleData: [(date: Date, value: Decimal)] = [
(Date().adding(months: -6), 10000),
(Date().adding(months: -5), 10500),
(Date().adding(months: -4), 10200),
(Date().adding(months: -3), 11000),
(Date().adding(months: -2), 11500),
(Date().adding(months: -1), 11200),
(Date(), 12000)
]
return EvolutionChartCard(data: sampleData)
.padding()
}

230
InvestmentTracker/Views/Onboarding/OnboardingView.swift Normal file
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import SwiftUI
struct OnboardingView: View {
@Binding var onboardingCompleted: Bool
@State private var currentPage = 0
private let pages: [OnboardingPage] = [
OnboardingPage(
icon: "chart.pie.fill",
title: "Track Your Investments",
description: "Monitor all your investment sources in one place. Stocks, bonds, real estate, crypto, and more.",
color: .appPrimary
),
OnboardingPage(
icon: "chart.line.uptrend.xyaxis",
title: "Visualize Your Growth",
description: "Beautiful charts show your portfolio evolution, allocation, and performance over time.",
color: .positiveGreen
),
OnboardingPage(
icon: "bell.badge.fill",
title: "Never Miss an Update",
description: "Set reminders to track your investments regularly. Monthly, quarterly, or custom schedules.",
color: .appWarning
),
OnboardingPage(
icon: "icloud.fill",
title: "Sync Everywhere",
description: "Your data syncs automatically via iCloud across all your Apple devices.",
color: .appSecondary
)
]
var body: some View {
VStack {
// Pages
TabView(selection: $currentPage) {
ForEach(0..<pages.count, id: \.self) { index in
OnboardingPageView(page: pages[index])
.tag(index)
}
}
.tabViewStyle(.page(indexDisplayMode: .never))
.animation(.easeInOut, value: currentPage)
// Page indicators
HStack(spacing: 8) {
ForEach(0..<pages.count, id: \.self) { index in
Circle()
.fill(currentPage == index ? Color.appPrimary : Color.gray.opacity(0.3))
.frame(width: 8, height: 8)
.animation(.easeInOut, value: currentPage)
}
}
.padding(.bottom, 20)
// Buttons
VStack(spacing: 12) {
if currentPage < pages.count - 1 {
Button {
withAnimation {
currentPage += 1
}
} label: {
Text("Continue")
.font(.headline)
.foregroundColor(.white)
.frame(maxWidth: .infinity)
.padding()
.background(Color.appPrimary)
.cornerRadius(AppConstants.UI.cornerRadius)
}
Button {
completeOnboarding()
} label: {
Text("Skip")
.font(.subheadline)
.foregroundColor(.secondary)
}
} else {
Button {
completeOnboarding()
} label: {
Text("Get Started")
.font(.headline)
.foregroundColor(.white)
.frame(maxWidth: .infinity)
.padding()
.background(Color.appPrimary)
.cornerRadius(AppConstants.UI.cornerRadius)
}
}
}
.padding(.horizontal, 24)
.padding(.bottom, 40)
}
.background(Color(.systemBackground))
}
private func completeOnboarding() {
// Create default categories
let categoryRepository = CategoryRepository()
categoryRepository.createDefaultCategoriesIfNeeded()
// Mark onboarding as complete
let context = CoreDataStack.shared.viewContext
AppSettings.markOnboardingComplete(in: context)
// Log analytics
FirebaseService.shared.logOnboardingCompleted(stepCount: pages.count)
// Request notification permission
Task {
await NotificationService.shared.requestAuthorization()
}
withAnimation {
onboardingCompleted = true
}
}
}
// MARK: - Onboarding Page Model
struct OnboardingPage {
let icon: String
let title: String
let description: String
let color: Color
}
// MARK: - Onboarding Page View
struct OnboardingPageView: View {
let page: OnboardingPage
var body: some View {
VStack(spacing: 32) {
Spacer()
// Icon
ZStack {
Circle()
.fill(page.color.opacity(0.15))
.frame(width: 140, height: 140)
Circle()
.fill(page.color.opacity(0.3))
.frame(width: 100, height: 100)
Image(systemName: page.icon)
.font(.system(size: 50))
.foregroundColor(page.color)
}
// Content
VStack(spacing: 16) {
Text(page.title)
.font(.title.weight(.bold))
.multilineTextAlignment(.center)
Text(page.description)
.font(.body)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
.padding(.horizontal, 40)
}
Spacer()
Spacer()
}
}
}
// MARK: - First Launch Welcome
struct WelcomeView: View {
@Binding var showWelcome: Bool
let userName: String?
var body: some View {
VStack(spacing: 24) {
Spacer()
Image(systemName: "hand.wave.fill")
.font(.system(size: 60))
.foregroundColor(.appPrimary)
VStack(spacing: 8) {
if let name = userName {
Text("Welcome back, \(name)!")
.font(.title.weight(.bold))
} else {
Text("Welcome!")
.font(.title.weight(.bold))
}
Text("Your investment data has been synced from iCloud.")
.font(.subheadline)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
}
Spacer()
Button {
withAnimation {
showWelcome = false
}
} label: {
Text("Continue")
.font(.headline)
.foregroundColor(.white)
.frame(maxWidth: .infinity)
.padding()
.background(Color.appPrimary)
.cornerRadius(AppConstants.UI.cornerRadius)
}
.padding(.horizontal, 24)
.padding(.bottom, 40)
}
.background(Color(.systemBackground))
}
}
#Preview {
OnboardingView(onboardingCompleted: .constant(false))
}

366
InvestmentTracker/Views/Premium/PaywallView.swift Normal file
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import SwiftUI
struct PaywallView: View {
@Environment(\.dismiss) private var dismiss
@EnvironmentObject var iapService: IAPService
@State private var isPurchasing = false
@State private var errorMessage: String?
@State private var showingError = false
var body: some View {
NavigationStack {
ScrollView {
VStack(spacing: 24) {
// Header
headerSection
// Features List
featuresSection
// Price Card
priceCard
// Purchase Button
purchaseButton
// Restore Button
restoreButton
// Legal
legalSection
}
.padding()
}
.navigationTitle("Upgrade to Premium")
.navigationBarTitleDisplayMode(.inline)
.toolbar {
ToolbarItem(placement: .navigationBarLeading) {
Button {
dismiss()
} label: {
Image(systemName: "xmark")
.foregroundColor(.secondary)
}
}
}
.alert("Error", isPresented: $showingError) {
Button("OK", role: .cancel) {}
} message: {
Text(errorMessage ?? "An error occurred")
}
.onChange(of: iapService.isPremium) { _, isPremium in
if isPremium {
dismiss()
}
}
}
}
// MARK: - Header Section
private var headerSection: some View {
VStack(spacing: 16) {
// Crown icon
ZStack {
Circle()
.fill(
LinearGradient(
colors: [Color.yellow.opacity(0.3), Color.orange.opacity(0.3)],
startPoint: .topLeading,
endPoint: .bottomTrailing
)
)
.frame(width: 80, height: 80)
Image(systemName: "crown.fill")
.font(.system(size: 36))
.foregroundStyle(
LinearGradient(
colors: [.yellow, .orange],
startPoint: .topLeading,
endPoint: .bottomTrailing
)
)
}
Text("Unlock Full Potential")
.font(.title.weight(.bold))
Text("Get unlimited access to all features with a one-time purchase")
.font(.subheadline)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
}
}
// MARK: - Features Section
private var featuresSection: some View {
VStack(spacing: 12) {
ForEach(IAPService.premiumFeatures, id: \.title) { feature in
FeatureRow(
icon: feature.icon,
title: feature.title,
description: feature.description
)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
// MARK: - Price Card
private var priceCard: some View {
VStack(spacing: 8) {
HStack(alignment: .top, spacing: 4) {
Text("€")
.font(.title2.weight(.semibold))
.foregroundColor(.appPrimary)
Text("4.69")
.font(.system(size: 48, weight: .bold, design: .rounded))
.foregroundColor(.appPrimary)
}
Text("One-time purchase")
.font(.subheadline)
.foregroundColor(.secondary)
HStack(spacing: 4) {
Image(systemName: "person.2.fill")
.font(.caption)
Text("Includes Family Sharing")
.font(.caption)
}
.foregroundColor(.appSecondary)
.padding(.top, 4)
}
.frame(maxWidth: .infinity)
.padding(.vertical, 24)
.background(
RoundedRectangle(cornerRadius: AppConstants.UI.cornerRadius)
.fill(Color.appPrimary.opacity(0.1))
.overlay(
RoundedRectangle(cornerRadius: AppConstants.UI.cornerRadius)
.stroke(Color.appPrimary, lineWidth: 2)
)
)
}
// MARK: - Purchase Button
private var purchaseButton: some View {
Button {
purchase()
} label: {
HStack {
if isPurchasing {
ProgressView()
.tint(.white)
} else {
Text("Upgrade Now")
.font(.headline)
}
}
.frame(maxWidth: .infinity)
.padding()
.background(Color.appPrimary)
.foregroundColor(.white)
.cornerRadius(AppConstants.UI.cornerRadius)
}
.disabled(isPurchasing)
}
// MARK: - Restore Button
private var restoreButton: some View {
Button {
restore()
} label: {
Text("Restore Purchases")
.font(.subheadline)
.foregroundColor(.appPrimary)
}
.disabled(isPurchasing)
}
// MARK: - Legal Section
private var legalSection: some View {
VStack(spacing: 8) {
Text("Payment will be charged to your Apple ID account. By purchasing, you agree to our Terms of Service and Privacy Policy.")
.font(.caption2)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
HStack(spacing: 16) {
Link("Terms", destination: URL(string: AppConstants.URLs.termsOfService)!)
.font(.caption)
Link("Privacy", destination: URL(string: AppConstants.URLs.privacyPolicy)!)
.font(.caption)
}
}
.padding(.top, 8)
}
// MARK: - Actions
private func purchase() {
isPurchasing = true
FirebaseService.shared.logPurchaseAttempt(productId: IAPService.premiumProductID)
Task {
do {
try await iapService.purchase()
} catch {
errorMessage = error.localizedDescription
showingError = true
}
isPurchasing = false
}
}
private func restore() {
isPurchasing = true
Task {
await iapService.restorePurchases()
if !iapService.isPremium {
errorMessage = "No purchases found to restore"
showingError = true
}
isPurchasing = false
}
}
}
// MARK: - Feature Row
struct FeatureRow: View {
let icon: String
let title: String
let description: String
var body: some View {
HStack(spacing: 16) {
ZStack {
Circle()
.fill(Color.appPrimary.opacity(0.1))
.frame(width: 44, height: 44)
Image(systemName: icon)
.font(.system(size: 18))
.foregroundColor(.appPrimary)
}
VStack(alignment: .leading, spacing: 2) {
Text(title)
.font(.subheadline.weight(.semibold))
Text(description)
.font(.caption)
.foregroundColor(.secondary)
}
Spacer()
Image(systemName: "checkmark.circle.fill")
.foregroundColor(.positiveGreen)
}
}
}
// MARK: - Compact Paywall (for inline use)
struct CompactPaywallBanner: View {
@Binding var showingPaywall: Bool
var body: some View {
HStack(spacing: 12) {
Image(systemName: "crown.fill")
.font(.title2)
.foregroundStyle(
LinearGradient(
colors: [.yellow, .orange],
startPoint: .topLeading,
endPoint: .bottomTrailing
)
)
VStack(alignment: .leading, spacing: 2) {
Text("Unlock Premium")
.font(.subheadline.weight(.semibold))
Text("Get unlimited access to all features")
.font(.caption)
.foregroundColor(.secondary)
}
Spacer()
Button {
showingPaywall = true
} label: {
Text("€4.69")
.font(.caption.weight(.semibold))
.padding(.horizontal, 12)
.padding(.vertical, 6)
.background(Color.appPrimary)
.foregroundColor(.white)
.cornerRadius(16)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
// MARK: - Premium Lock Overlay
struct PremiumLockOverlay: View {
let feature: String
@Binding var showingPaywall: Bool
var body: some View {
VStack(spacing: 16) {
Image(systemName: "lock.fill")
.font(.system(size: 32))
.foregroundColor(.appWarning)
Text("Premium Feature")
.font(.headline)
Text(feature)
.font(.subheadline)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
Button {
showingPaywall = true
} label: {
Label("Unlock", systemImage: "crown.fill")
.font(.subheadline.weight(.semibold))
.padding(.horizontal, 20)
.padding(.vertical, 10)
.background(Color.appPrimary)
.foregroundColor(.white)
.cornerRadius(20)
}
}
.frame(maxWidth: .infinity, maxHeight: .infinity)
.background(Color(.systemBackground).opacity(0.95))
}
}
#Preview {
PaywallView()
.environmentObject(IAPService())
}

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import SwiftUI
struct SettingsView: View {
@EnvironmentObject var iapService: IAPService
@StateObject private var viewModel: SettingsViewModel
init() {
_viewModel = StateObject(wrappedValue: SettingsViewModel(iapService: IAPService()))
}
var body: some View {
NavigationStack {
List {
// Premium Section
premiumSection
// Notifications Section
notificationsSection
// Data Section
dataSection
// About Section
aboutSection
// Danger Zone
dangerZoneSection
}
.navigationTitle("Settings")
.sheet(isPresented: $viewModel.showingPaywall) {
PaywallView()
}
.sheet(isPresented: $viewModel.showingExportOptions) {
ExportOptionsSheet(viewModel: viewModel)
}
.confirmationDialog(
"Reset All Data",
isPresented: $viewModel.showingResetConfirmation,
titleVisibility: .visible
) {
Button("Reset Everything", role: .destructive) {
viewModel.resetAllData()
}
} message: {
Text("This will permanently delete all your investment data. This action cannot be undone.")
}
.alert("Success", isPresented: .constant(viewModel.successMessage != nil)) {
Button("OK") {
viewModel.successMessage = nil
}
} message: {
Text(viewModel.successMessage ?? "")
}
.alert("Error", isPresented: .constant(viewModel.errorMessage != nil)) {
Button("OK") {
viewModel.errorMessage = nil
}
} message: {
Text(viewModel.errorMessage ?? "")
}
}
}
// MARK: - Premium Section
private var premiumSection: some View {
Section {
if viewModel.isPremium {
HStack {
ZStack {
Circle()
.fill(Color.yellow.opacity(0.2))
.frame(width: 44, height: 44)
Image(systemName: "crown.fill")
.foregroundStyle(
LinearGradient(
colors: [.yellow, .orange],
startPoint: .topLeading,
endPoint: .bottomTrailing
)
)
}
VStack(alignment: .leading, spacing: 2) {
Text("Premium Active")
.font(.headline)
if viewModel.isFamilyShared {
Text("Family Sharing")
.font(.caption)
.foregroundColor(.secondary)
}
}
Spacer()
Image(systemName: "checkmark.seal.fill")
.foregroundColor(.positiveGreen)
}
} else {
Button {
viewModel.upgradeToPremium()
} label: {
HStack {
ZStack {
Circle()
.fill(Color.appPrimary.opacity(0.1))
.frame(width: 44, height: 44)
Image(systemName: "crown.fill")
.foregroundColor(.appPrimary)
}
VStack(alignment: .leading, spacing: 2) {
Text("Upgrade to Premium")
.font(.headline)
.foregroundColor(.primary)
Text("Unlock all features for €4.69")
.font(.caption)
.foregroundColor(.secondary)
}
Spacer()
Image(systemName: "chevron.right")
.foregroundColor(.secondary)
}
}
Button {
Task {
await viewModel.restorePurchases()
}
} label: {
Text("Restore Purchases")
}
}
} header: {
Text("Subscription")
} footer: {
if !viewModel.isPremium {
Text("Free: \(viewModel.sourceLimitText) • \(viewModel.historyLimitText)")
}
}
}
// MARK: - Notifications Section
private var notificationsSection: some View {
Section {
HStack {
Text("Notifications")
Spacer()
Text(viewModel.notificationsEnabled ? "Enabled" : "Disabled")
.foregroundColor(.secondary)
}
.contentShape(Rectangle())
.onTapGesture {
if !viewModel.notificationsEnabled {
Task {
await viewModel.requestNotificationPermission()
}
} else {
viewModel.openSystemSettings()
}
}
if viewModel.notificationsEnabled {
DatePicker(
"Default Reminder Time",
selection: $viewModel.defaultNotificationTime,
displayedComponents: .hourAndMinute
)
.onChange(of: viewModel.defaultNotificationTime) { _, newTime in
viewModel.updateNotificationTime(newTime)
}
}
} header: {
Text("Notifications")
} footer: {
Text("Set when you'd like to receive investment update reminders.")
}
}
// MARK: - Data Section
private var dataSection: some View {
Section {
Button {
if viewModel.canExport {
viewModel.showingExportOptions = true
} else {
viewModel.showingPaywall = true
}
} label: {
HStack {
Label("Export Data", systemImage: "square.and.arrow.up")
Spacer()
if !viewModel.canExport {
Image(systemName: "lock.fill")
.font(.caption)
.foregroundColor(.appWarning)
}
}
}
HStack {
Text("Total Sources")
Spacer()
Text("\(viewModel.totalSources)")
.foregroundColor(.secondary)
}
HStack {
Text("Total Snapshots")
Spacer()
Text("\(viewModel.totalSnapshots)")
.foregroundColor(.secondary)
}
HStack {
Text("Storage Used")
Spacer()
Text(viewModel.storageUsedText)
.foregroundColor(.secondary)
}
} header: {
Text("Data")
}
}
// MARK: - About Section
private var aboutSection: some View {
Section {
HStack {
Text("Version")
Spacer()
Text(viewModel.appVersion)
.foregroundColor(.secondary)
}
Link(destination: URL(string: AppConstants.URLs.privacyPolicy)!) {
HStack {
Text("Privacy Policy")
Spacer()
Image(systemName: "arrow.up.right")
.font(.caption)
.foregroundColor(.secondary)
}
}
Link(destination: URL(string: AppConstants.URLs.termsOfService)!) {
HStack {
Text("Terms of Service")
Spacer()
Image(systemName: "arrow.up.right")
.font(.caption)
.foregroundColor(.secondary)
}
}
Link(destination: URL(string: AppConstants.URLs.support)!) {
HStack {
Text("Support")
Spacer()
Image(systemName: "arrow.up.right")
.font(.caption)
.foregroundColor(.secondary)
}
}
Button {
requestAppReview()
} label: {
HStack {
Text("Rate App")
Spacer()
Image(systemName: "star.fill")
.foregroundColor(.yellow)
}
}
} header: {
Text("About")
}
}
// MARK: - Danger Zone Section
private var dangerZoneSection: some View {
Section {
Button(role: .destructive) {
viewModel.showingResetConfirmation = true
} label: {
HStack {
Image(systemName: "trash")
Text("Reset All Data")
}
}
} header: {
Text("Danger Zone")
} footer: {
Text("This will permanently delete all your investment sources, snapshots, and settings.")
}
}
// MARK: - Helpers
private func requestAppReview() {
guard let scene = UIApplication.shared.connectedScenes.first as? UIWindowScene else { return }
import StoreKit
SKStoreReviewController.requestReview(in: scene)
}
}
// MARK: - Export Options Sheet
struct ExportOptionsSheet: View {
@Environment(\.dismiss) private var dismiss
@ObservedObject var viewModel: SettingsViewModel
var body: some View {
NavigationStack {
List {
Section {
Button {
viewModel.exportData(format: .csv)
dismiss()
} label: {
HStack {
Image(systemName: "tablecells")
.foregroundColor(.positiveGreen)
.frame(width: 30)
VStack(alignment: .leading) {
Text("CSV")
.font(.headline)
Text("Compatible with Excel, Google Sheets")
.font(.caption)
.foregroundColor(.secondary)
}
}
}
Button {
viewModel.exportData(format: .json)
dismiss()
} label: {
HStack {
Image(systemName: "doc.text")
.foregroundColor(.appPrimary)
.frame(width: 30)
VStack(alignment: .leading) {
Text("JSON")
.font(.headline)
Text("Full data structure for backup")
.font(.caption)
.foregroundColor(.secondary)
}
}
}
} header: {
Text("Select Format")
}
}
.navigationTitle("Export Data")
.navigationBarTitleDisplayMode(.inline)
.toolbar {
ToolbarItem(placement: .navigationBarTrailing) {
Button("Cancel") {
dismiss()
}
}
}
}
.presentationDetents([.medium])
}
}
#Preview {
SettingsView()
.environmentObject(IAPService())
}

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import SwiftUI
struct AddSourceView: View {
@Environment(\.dismiss) private var dismiss
@EnvironmentObject var iapService: IAPService
@State private var name = ""
@State private var selectedCategory: Category?
@State private var notificationFrequency: NotificationFrequency = .monthly
@State private var customFrequencyMonths = 1
@State private var initialValue = ""
@State private var showingCategoryPicker = false
@StateObject private var categoryRepository = CategoryRepository()
var body: some View {
NavigationStack {
Form {
// Source Info
Section {
TextField("Source Name", text: $name)
.textContentType(.organizationName)
Button {
showingCategoryPicker = true
} label: {
HStack {
Text("Category")
.foregroundColor(.primary)
Spacer()
if let category = selectedCategory {
HStack(spacing: 6) {
Image(systemName: category.icon)
.foregroundColor(category.color)
Text(category.name)
.foregroundColor(.secondary)
}
} else {
Text("Select")
.foregroundColor(.secondary)
}
Image(systemName: "chevron.right")
.font(.caption)
.foregroundColor(.secondary)
}
}
} header: {
Text("Source Information")
}
// Initial Value (Optional)
Section {
HStack {
Text("€")
.foregroundColor(.secondary)
TextField("0.00", text: $initialValue)
.keyboardType(.decimalPad)
}
} header: {
Text("Initial Value (Optional)")
} footer: {
Text("You can add snapshots later if you prefer.")
}
// Notification Settings
Section {
Picker("Reminder Frequency", selection: $notificationFrequency) {
ForEach(NotificationFrequency.allCases) { frequency in
Text(frequency.displayName).tag(frequency)
}
}
if notificationFrequency == .custom {
Stepper(
"Every \(customFrequencyMonths) month\(customFrequencyMonths > 1 ? "s" : "")",
value: $customFrequencyMonths,
in: 1...24
)
}
} header: {
Text("Reminders")
} footer: {
Text("We'll remind you to update this investment based on your selected frequency.")
}
}
.navigationTitle("Add Source")
.navigationBarTitleDisplayMode(.inline)
.toolbar {
ToolbarItem(placement: .navigationBarLeading) {
Button("Cancel") {
dismiss()
}
}
ToolbarItem(placement: .navigationBarTrailing) {
Button("Add") {
saveSource()
}
.disabled(!isValid)
.fontWeight(.semibold)
}
}
.sheet(isPresented: $showingCategoryPicker) {
CategoryPickerView(
selectedCategory: $selectedCategory,
categories: categoryRepository.categories
)
}
.onAppear {
categoryRepository.createDefaultCategoriesIfNeeded()
if selectedCategory == nil {
selectedCategory = categoryRepository.categories.first
}
}
}
}
// MARK: - Validation
private var isValid: Bool {
!name.trimmingCharacters(in: .whitespaces).isEmpty && selectedCategory != nil
}
// MARK: - Save
private func saveSource() {
guard let category = selectedCategory else { return }
let repository = InvestmentSourceRepository()
let source = repository.createSource(
name: name.trimmingCharacters(in: .whitespaces),
category: category,
notificationFrequency: notificationFrequency,
customFrequencyMonths: customFrequencyMonths
)
// Add initial snapshot if provided
if let value = parseDecimal(initialValue), value > 0 {
let snapshotRepository = SnapshotRepository()
snapshotRepository.createSnapshot(
for: source,
date: Date(),
value: value
)
}
// Schedule notification
NotificationService.shared.scheduleReminder(for: source)
// Log analytics
FirebaseService.shared.logSourceAdded(
categoryName: category.name,
sourceCount: repository.sourceCount
)
dismiss()
}
private func parseDecimal(_ string: String) -> Decimal? {
let cleaned = string
.replacingOccurrences(of: "€", with: "")
.replacingOccurrences(of: ",", with: ".")
.trimmingCharacters(in: .whitespaces)
guard !cleaned.isEmpty else { return nil }
let formatter = NumberFormatter()
formatter.numberStyle = .decimal
formatter.locale = Locale(identifier: "en_US")
return formatter.number(from: cleaned)?.decimalValue
}
}
// MARK: - Category Picker View
struct CategoryPickerView: View {
@Environment(\.dismiss) private var dismiss
@Binding var selectedCategory: Category?
let categories: [Category]
var body: some View {
NavigationStack {
List(categories) { category in
Button {
selectedCategory = category
dismiss()
} label: {
HStack(spacing: 12) {
ZStack {
Circle()
.fill(category.color.opacity(0.2))
.frame(width: 40, height: 40)
Image(systemName: category.icon)
.foregroundColor(category.color)
}
Text(category.name)
.foregroundColor(.primary)
Spacer()
if selectedCategory?.id == category.id {
Image(systemName: "checkmark")
.foregroundColor(.appPrimary)
}
}
}
}
.navigationTitle("Select Category")
.navigationBarTitleDisplayMode(.inline)
.toolbar {
ToolbarItem(placement: .navigationBarTrailing) {
Button("Done") {
dismiss()
}
}
}
}
}
}
// MARK: - Edit Source View
struct EditSourceView: View {
@Environment(\.dismiss) private var dismiss
let source: InvestmentSource
@State private var name: String
@State private var selectedCategory: Category?
@State private var notificationFrequency: NotificationFrequency
@State private var customFrequencyMonths: Int
@State private var showingCategoryPicker = false
@StateObject private var categoryRepository = CategoryRepository()
init(source: InvestmentSource) {
self.source = source
_name = State(initialValue: source.name)
_selectedCategory = State(initialValue: source.category)
_notificationFrequency = State(initialValue: source.frequency)
_customFrequencyMonths = State(initialValue: Int(source.customFrequencyMonths))
}
var body: some View {
NavigationStack {
Form {
Section {
TextField("Source Name", text: $name)
Button {
showingCategoryPicker = true
} label: {
HStack {
Text("Category")
.foregroundColor(.primary)
Spacer()
if let category = selectedCategory {
HStack(spacing: 6) {
Image(systemName: category.icon)
.foregroundColor(category.color)
Text(category.name)
.foregroundColor(.secondary)
}
}
Image(systemName: "chevron.right")
.font(.caption)
.foregroundColor(.secondary)
}
}
}
Section {
Picker("Reminder Frequency", selection: $notificationFrequency) {
ForEach(NotificationFrequency.allCases) { frequency in
Text(frequency.displayName).tag(frequency)
}
}
if notificationFrequency == .custom {
Stepper(
"Every \(customFrequencyMonths) month\(customFrequencyMonths > 1 ? "s" : "")",
value: $customFrequencyMonths,
in: 1...24
)
}
} header: {
Text("Reminders")
}
}
.navigationTitle("Edit Source")
.navigationBarTitleDisplayMode(.inline)
.toolbar {
ToolbarItem(placement: .navigationBarLeading) {
Button("Cancel") {
dismiss()
}
}
ToolbarItem(placement: .navigationBarTrailing) {
Button("Save") {
saveChanges()
}
.disabled(!isValid)
.fontWeight(.semibold)
}
}
.sheet(isPresented: $showingCategoryPicker) {
CategoryPickerView(
selectedCategory: $selectedCategory,
categories: categoryRepository.categories
)
}
}
}
private var isValid: Bool {
!name.trimmingCharacters(in: .whitespaces).isEmpty && selectedCategory != nil
}
private func saveChanges() {
guard let category = selectedCategory else { return }
let repository = InvestmentSourceRepository()
repository.updateSource(
source,
name: name.trimmingCharacters(in: .whitespaces),
category: category,
notificationFrequency: notificationFrequency,
customFrequencyMonths: customFrequencyMonths
)
// Reschedule notification
NotificationService.shared.scheduleReminder(for: source)
dismiss()
}
}
// MARK: - Add Snapshot View
struct AddSnapshotView: View {
@Environment(\.dismiss) private var dismiss
let source: InvestmentSource
@StateObject private var viewModel: SnapshotFormViewModel
init(source: InvestmentSource) {
self.source = source
_viewModel = StateObject(wrappedValue: SnapshotFormViewModel(source: source))
}
var body: some View {
NavigationStack {
Form {
Section {
DatePicker(
"Date",
selection: $viewModel.date,
in: ...Date(),
displayedComponents: .date
)
HStack {
Text("€")
.foregroundColor(.secondary)
TextField("Value", text: $viewModel.valueString)
.keyboardType(.decimalPad)
}
if let previous = viewModel.previousValueString {
Text(previous)
.font(.caption)
.foregroundColor(.secondary)
}
} header: {
Text("Snapshot Details")
}
// Change preview
if let change = viewModel.formattedChange,
let percentage = viewModel.formattedChangePercentage {
Section {
HStack {
Text("Change from previous")
Spacer()
Text("\(change) (\(percentage))")
.foregroundColor(
(viewModel.changeFromPrevious ?? 0) >= 0
? .positiveGreen
: .negativeRed
)
}
}
}
Section {
Toggle("Include Contribution", isOn: $viewModel.includeContribution)
if viewModel.includeContribution {
HStack {
Text("€")
.foregroundColor(.secondary)
TextField("New capital added", text: $viewModel.contributionString)
.keyboardType(.decimalPad)
}
}
} header: {
Text("Contribution (Optional)")
} footer: {
Text("Track new capital you've added to separate it from investment growth.")
}
Section {
TextField("Notes", text: $viewModel.notes, axis: .vertical)
.lineLimit(3...6)
} header: {
Text("Notes (Optional)")
}
}
.navigationTitle(viewModel.title)
.navigationBarTitleDisplayMode(.inline)
.toolbar {
ToolbarItem(placement: .navigationBarLeading) {
Button("Cancel") {
dismiss()
}
}
ToolbarItem(placement: .navigationBarTrailing) {
Button(viewModel.buttonTitle) {
saveSnapshot()
}
.disabled(!viewModel.isValid)
.fontWeight(.semibold)
}
}
}
}
private func saveSnapshot() {
guard let value = viewModel.value else { return }
let repository = SnapshotRepository()
repository.createSnapshot(
for: source,
date: viewModel.date,
value: value,
contribution: viewModel.contribution,
notes: viewModel.notes.isEmpty ? nil : viewModel.notes
)
// Reschedule notification
NotificationService.shared.scheduleReminder(for: source)
// Log analytics
FirebaseService.shared.logSnapshotAdded(sourceName: source.name, value: value)
dismiss()
}
}
#Preview {
AddSourceView()
.environmentObject(IAPService())
}

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InvestmentTracker/Views/Sources/SourceDetailView.swift Normal file
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import SwiftUI
import Charts
struct SourceDetailView: View {
@EnvironmentObject var iapService: IAPService
@StateObject private var viewModel: SourceDetailViewModel
@Environment(\.dismiss) private var dismiss
@State private var showingDeleteConfirmation = false
init(source: InvestmentSource) {
_viewModel = StateObject(wrappedValue: SourceDetailViewModel(
source: source,
iapService: IAPService()
))
}
var body: some View {
ScrollView {
VStack(spacing: 20) {
// Header Card
headerCard
// Quick Actions
quickActions
// Chart
if !viewModel.chartData.isEmpty {
chartSection
}
// Metrics
metricsSection
// Predictions (Premium)
if viewModel.hasEnoughDataForPredictions {
predictionsSection
}
// Snapshots List
snapshotsSection
}
.padding()
}
.navigationTitle(viewModel.source.name)
.navigationBarTitleDisplayMode(.inline)
.toolbar {
ToolbarItem(placement: .navigationBarTrailing) {
Menu {
Button {
viewModel.showingEditSource = true
} label: {
Label("Edit Source", systemImage: "pencil")
}
Button(role: .destructive) {
showingDeleteConfirmation = true
} label: {
Label("Delete Source", systemImage: "trash")
}
} label: {
Image(systemName: "ellipsis.circle")
}
}
}
.sheet(isPresented: $viewModel.showingAddSnapshot) {
AddSnapshotView(source: viewModel.source)
}
.sheet(isPresented: $viewModel.showingEditSource) {
EditSourceView(source: viewModel.source)
}
.sheet(isPresented: $viewModel.showingPaywall) {
PaywallView()
}
.confirmationDialog(
"Delete Source",
isPresented: $showingDeleteConfirmation,
titleVisibility: .visible
) {
Button("Delete", role: .destructive) {
// Delete and dismiss
let repository = InvestmentSourceRepository()
repository.deleteSource(viewModel.source)
dismiss()
}
} message: {
Text("This will permanently delete \(viewModel.source.name) and all its snapshots.")
}
}
// MARK: - Header Card
private var headerCard: some View {
VStack(spacing: 12) {
// Category badge
HStack {
Image(systemName: viewModel.source.category?.icon ?? "questionmark")
Text(viewModel.categoryName)
}
.font(.caption)
.foregroundColor(Color(hex: viewModel.categoryColor) ?? .gray)
.padding(.horizontal, 12)
.padding(.vertical, 6)
.background((Color(hex: viewModel.categoryColor) ?? .gray).opacity(0.1))
.cornerRadius(20)
// Current value
Text(viewModel.formattedCurrentValue)
.font(.system(size: 36, weight: .bold, design: .rounded))
// Return
HStack(spacing: 4) {
Image(systemName: viewModel.isPositiveReturn ? "arrow.up.right" : "arrow.down.right")
Text(viewModel.formattedTotalReturn)
Text("(\(viewModel.formattedPercentageReturn))")
}
.font(.subheadline.weight(.medium))
.foregroundColor(viewModel.isPositiveReturn ? .positiveGreen : .negativeRed)
// Last updated
Text("Last updated: \(viewModel.lastUpdated)")
.font(.caption)
.foregroundColor(.secondary)
}
.frame(maxWidth: .infinity)
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
// MARK: - Quick Actions
private var quickActions: some View {
HStack(spacing: 12) {
Button {
viewModel.showingAddSnapshot = true
} label: {
Label("Add Snapshot", systemImage: "plus.circle.fill")
.font(.subheadline.weight(.semibold))
.frame(maxWidth: .infinity)
.padding()
.background(Color.appPrimary)
.foregroundColor(.white)
.cornerRadius(AppConstants.UI.cornerRadius)
}
}
}
// MARK: - Chart Section
private var chartSection: some View {
VStack(alignment: .leading, spacing: 12) {
Text("Value History")
.font(.headline)
Chart(viewModel.chartData, id: \.date) { item in
LineMark(
x: .value("Date", item.date),
y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
)
.foregroundStyle(Color.appPrimary)
.interpolationMethod(.catmullRom)
AreaMark(
x: .value("Date", item.date),
y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
)
.foregroundStyle(
LinearGradient(
colors: [Color.appPrimary.opacity(0.3), Color.appPrimary.opacity(0.0)],
startPoint: .top,
endPoint: .bottom
)
)
.interpolationMethod(.catmullRom)
}
.chartXAxis {
AxisMarks(values: .stride(by: .month, count: 2)) { value in
AxisValueLabel(format: .dateTime.month(.abbreviated))
}
}
.chartYAxis {
AxisMarks(position: .leading) { value in
AxisValueLabel {
if let doubleValue = value.as(Double.self) {
Text(Decimal(doubleValue).shortCurrencyString)
.font(.caption)
}
}
}
}
.frame(height: 200)
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
// MARK: - Metrics Section
private var metricsSection: some View {
VStack(alignment: .leading, spacing: 12) {
Text("Performance Metrics")
.font(.headline)
LazyVGrid(columns: [
GridItem(.flexible()),
GridItem(.flexible())
], spacing: 16) {
MetricCard(title: "CAGR", value: viewModel.metrics.formattedCAGR)
MetricCard(title: "Volatility", value: viewModel.metrics.formattedVolatility)
MetricCard(title: "Max Drawdown", value: viewModel.metrics.formattedMaxDrawdown)
MetricCard(title: "Sharpe Ratio", value: viewModel.metrics.formattedSharpeRatio)
MetricCard(title: "Win Rate", value: viewModel.metrics.formattedWinRate)
MetricCard(title: "Avg Monthly", value: viewModel.metrics.formattedAverageMonthlyReturn)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
// MARK: - Predictions Section
private var predictionsSection: some View {
VStack(alignment: .leading, spacing: 12) {
HStack {
Text("Predictions")
.font(.headline)
Spacer()
if !viewModel.canViewPredictions {
Label("Premium", systemImage: "crown.fill")
.font(.caption)
.foregroundColor(.appWarning)
}
}
if viewModel.canViewPredictions {
if let result = viewModel.predictionResult, !viewModel.predictions.isEmpty {
VStack(alignment: .leading, spacing: 8) {
HStack {
Text("Algorithm: \(result.algorithm.displayName)")
.font(.caption)
.foregroundColor(.secondary)
Spacer()
Text("Confidence: \(result.confidenceLevel.rawValue)")
.font(.caption)
.foregroundColor(Color(hex: result.confidenceLevel.color) ?? .gray)
}
// Show 12-month prediction
if let lastPrediction = viewModel.predictions.last {
HStack {
VStack(alignment: .leading) {
Text("12-Month Forecast")
.font(.subheadline)
.foregroundColor(.secondary)
Text(lastPrediction.formattedValue)
.font(.title3.weight(.semibold))
}
Spacer()
VStack(alignment: .trailing) {
Text("Range")
.font(.subheadline)
.foregroundColor(.secondary)
Text(lastPrediction.formattedConfidenceRange)
.font(.caption)
}
}
}
}
}
} else {
Button {
viewModel.showingPaywall = true
} label: {
HStack {
Image(systemName: "lock.fill")
Text("Unlock Predictions with Premium")
}
.font(.subheadline)
.frame(maxWidth: .infinity)
.padding()
.background(Color.appPrimary.opacity(0.1))
.foregroundColor(.appPrimary)
.cornerRadius(AppConstants.UI.smallCornerRadius)
}
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
// MARK: - Snapshots Section
private var snapshotsSection: some View {
VStack(alignment: .leading, spacing: 12) {
HStack {
Text("Snapshots")
.font(.headline)
Spacer()
Text("\(viewModel.snapshotCount)")
.font(.subheadline)
.foregroundColor(.secondary)
}
if viewModel.isHistoryLimited {
HStack {
Image(systemName: "info.circle")
.foregroundColor(.appWarning)
Text("\(viewModel.hiddenSnapshotCount) older snapshots hidden. Upgrade for full history.")
.font(.caption)
Spacer()
Button("Upgrade") {
viewModel.showingPaywall = true
}
.font(.caption.weight(.semibold))
}
.padding(8)
.background(Color.appWarning.opacity(0.1))
.cornerRadius(AppConstants.UI.smallCornerRadius)
}
ForEach(viewModel.snapshots.prefix(10)) { snapshot in
SnapshotRowView(snapshot: snapshot)
.swipeActions(edge: .trailing) {
Button(role: .destructive) {
viewModel.deleteSnapshot(snapshot)
} label: {
Label("Delete", systemImage: "trash")
}
}
if snapshot.id != viewModel.snapshots.prefix(10).last?.id {
Divider()
}
}
if viewModel.snapshots.count > 10 {
Text("+ \(viewModel.snapshots.count - 10) more snapshots")
.font(.caption)
.foregroundColor(.secondary)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
// MARK: - Metric Card
struct MetricCard: View {
let title: String
let value: String
var body: some View {
VStack(alignment: .leading, spacing: 4) {
Text(title)
.font(.caption)
.foregroundColor(.secondary)
Text(value)
.font(.subheadline.weight(.semibold))
}
.frame(maxWidth: .infinity, alignment: .leading)
}
}
// MARK: - Snapshot Row View
struct SnapshotRowView: View {
let snapshot: Snapshot
var body: some View {
HStack {
VStack(alignment: .leading, spacing: 2) {
Text(snapshot.date.friendlyDescription)
.font(.subheadline)
if let notes = snapshot.notes, !notes.isEmpty {
Text(notes)
.font(.caption)
.foregroundColor(.secondary)
.lineLimit(1)
}
}
Spacer()
VStack(alignment: .trailing, spacing: 2) {
Text(snapshot.formattedValue)
.font(.subheadline.weight(.medium))
if snapshot.contribution != nil && snapshot.decimalContribution > 0 {
Text("+ \(snapshot.decimalContribution.currencyString)")
.font(.caption)
.foregroundColor(.appPrimary)
}
}
}
.padding(.vertical, 4)
}
}
#Preview {
NavigationStack {
Text("Source Detail Preview")
}
}

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import SwiftUI
struct SourceListView: View {
@EnvironmentObject var iapService: IAPService
@StateObject private var viewModel: SourceListViewModel
init() {
// We'll set the iapService in onAppear since we need @EnvironmentObject
_viewModel = StateObject(wrappedValue: SourceListViewModel(iapService: IAPService()))
}
var body: some View {
NavigationStack {
Group {
if viewModel.isEmpty {
emptyStateView
} else {
sourcesList
}
}
.navigationTitle("Sources")
.searchable(text: $viewModel.searchText, prompt: "Search sources")
.toolbar {
ToolbarItem(placement: .navigationBarTrailing) {
Button {
viewModel.addSourceTapped()
} label: {
Image(systemName: "plus")
}
}
ToolbarItem(placement: .navigationBarLeading) {
categoryFilterMenu
}
}
.sheet(isPresented: $viewModel.showingAddSource) {
AddSourceView()
}
.sheet(isPresented: $viewModel.showingPaywall) {
PaywallView()
}
}
}
// MARK: - Sources List
private var sourcesList: some View {
List {
// Summary Header
if !viewModel.isFiltered {
Section {
HStack {
VStack(alignment: .leading) {
Text("Total Value")
.font(.caption)
.foregroundColor(.secondary)
Text(viewModel.formattedTotalValue)
.font(.title2.weight(.bold))
}
Spacer()
VStack(alignment: .trailing) {
Text("Sources")
.font(.caption)
.foregroundColor(.secondary)
Text("\(viewModel.sources.count)")
.font(.title2.weight(.bold))
}
}
.padding(.vertical, 4)
}
}
// Source limit warning
if viewModel.sourceLimitReached {
Section {
HStack {
Image(systemName: "exclamationmark.triangle.fill")
.foregroundColor(.appWarning)
Text("Source limit reached. Upgrade to Premium for unlimited sources.")
.font(.subheadline)
Spacer()
Button("Upgrade") {
viewModel.showingPaywall = true
}
.font(.subheadline.weight(.semibold))
.foregroundColor(.appPrimary)
}
}
}
// Sources
Section {
ForEach(viewModel.sources) { source in
NavigationLink {
SourceDetailView(source: source)
} label: {
SourceRowView(source: source)
}
}
.onDelete { indexSet in
viewModel.deleteSource(at: indexSet)
}
} header: {
if viewModel.isFiltered {
HStack {
Text("\(viewModel.sources.count) results")
Spacer()
Button("Clear Filters") {
viewModel.clearFilters()
}
.font(.caption)
}
}
}
}
.listStyle(.insetGrouped)
.refreshable {
viewModel.loadData()
}
}
// MARK: - Empty State
private var emptyStateView: some View {
VStack(spacing: 20) {
Image(systemName: "tray")
.font(.system(size: 60))
.foregroundColor(.secondary)
Text("No Investment Sources")
.font(.title2.weight(.semibold))
Text("Add your first investment source to start tracking your portfolio.")
.font(.subheadline)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
.padding(.horizontal, 40)
Button {
viewModel.showingAddSource = true
} label: {
Label("Add Source", systemImage: "plus")
.font(.headline)
.foregroundColor(.white)
.padding()
.frame(maxWidth: 200)
.background(Color.appPrimary)
.cornerRadius(AppConstants.UI.cornerRadius)
}
}
}
// MARK: - Category Filter Menu
private var categoryFilterMenu: some View {
Menu {
Button {
viewModel.selectCategory(nil)
} label: {
HStack {
Text("All Categories")
if viewModel.selectedCategory == nil {
Image(systemName: "checkmark")
}
}
}
Divider()
ForEach(viewModel.categories) { category in
Button {
viewModel.selectCategory(category)
} label: {
HStack {
Image(systemName: category.icon)
Text(category.name)
if viewModel.selectedCategory?.id == category.id {
Image(systemName: "checkmark")
}
}
}
}
} label: {
HStack(spacing: 4) {
Image(systemName: "line.3.horizontal.decrease.circle")
if viewModel.selectedCategory != nil {
Circle()
.fill(Color.appPrimary)
.frame(width: 8, height: 8)
}
}
}
}
}
// MARK: - Source Row View
struct SourceRowView: View {
let source: InvestmentSource
var body: some View {
HStack(spacing: 12) {
// Category indicator
ZStack {
Circle()
.fill((source.category?.color ?? .gray).opacity(0.2))
.frame(width: 44, height: 44)
Image(systemName: source.category?.icon ?? "questionmark")
.font(.system(size: 18))
.foregroundColor(source.category?.color ?? .gray)
}
// Source info
VStack(alignment: .leading, spacing: 4) {
Text(source.name)
.font(.headline)
HStack(spacing: 8) {
Text(source.category?.name ?? "Uncategorized")
.font(.caption)
.foregroundColor(.secondary)
if source.needsUpdate {
Label("Needs update", systemImage: "bell.badge.fill")
.font(.caption2)
.foregroundColor(.appWarning)
}
}
}
Spacer()
// Value
VStack(alignment: .trailing, spacing: 4) {
Text(source.latestValue.compactCurrencyString)
.font(.subheadline.weight(.semibold))
HStack(spacing: 2) {
Image(systemName: source.totalReturn >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption2)
Text(String(format: "%.1f%%", NSDecimalNumber(decimal: source.totalReturn).doubleValue))
.font(.caption)
}
.foregroundColor(source.totalReturn >= 0 ? .positiveGreen : .negativeRed)
}
}
.padding(.vertical, 4)
.opacity(source.isActive ? 1 : 0.5)
}
}
#Preview {
SourceListView()
.environmentObject(IAPService())
}

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InvestmentTrackerWidget/Assets.xcassets/AccentColor.colorset/Contents.json Normal file
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{
"colors" : [
{
"idiom" : "universal"
}
],
"info" : {
"author" : "xcode",
"version" : 1
}
}

35
InvestmentTrackerWidget/Assets.xcassets/AppIcon.appiconset/Contents.json Normal file
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{
"images" : [
{
"idiom" : "universal",
"platform" : "ios",
"size" : "1024x1024"
},
{
"appearances" : [
{
"appearance" : "luminosity",
"value" : "dark"
}
],
"idiom" : "universal",
"platform" : "ios",
"size" : "1024x1024"
},
{
"appearances" : [
{
"appearance" : "luminosity",
"value" : "tinted"
}
],
"idiom" : "universal",
"platform" : "ios",
"size" : "1024x1024"
}
],
"info" : {
"author" : "xcode",
"version" : 1
}
}

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InvestmentTrackerWidget/Assets.xcassets/Contents.json Normal file
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{
"info" : {
"author" : "xcode",
"version" : 1
}
}

11
InvestmentTrackerWidget/Assets.xcassets/WidgetBackground.colorset/Contents.json Normal file
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{
"colors" : [
{
"idiom" : "universal"
}
],
"info" : {
"author" : "xcode",
"version" : 1
}
}

299
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import WidgetKit
import SwiftUI
import CoreData
// MARK: - Widget Entry
struct InvestmentWidgetEntry: TimelineEntry {
let date: Date
let totalValue: Decimal
let dayChange: Decimal
let dayChangePercentage: Double
let topSources: [(name: String, value: Decimal, color: String)]
let sparklineData: [Decimal]
}
// MARK: - Widget Provider
struct InvestmentWidgetProvider: TimelineProvider {
func placeholder(in context: Context) -> InvestmentWidgetEntry {
InvestmentWidgetEntry(
date: Date(),
totalValue: 50000,
dayChange: 250,
dayChangePercentage: 0.5,
topSources: [
("Stocks", 30000, "#10B981"),
("Bonds", 15000, "#3B82F6"),
("Real Estate", 5000, "#F59E0B")
],
sparklineData: [45000, 46000, 47000, 48000, 49000, 50000]
)
}
func getSnapshot(in context: Context, completion: @escaping (InvestmentWidgetEntry) -> Void) {
let entry = fetchData()
completion(entry)
}
func getTimeline(in context: Context, completion: @escaping (Timeline<InvestmentWidgetEntry>) -> Void) {
let entry = fetchData()
// Refresh every hour
let nextUpdate = Calendar.current.date(byAdding: .hour, value: 1, to: Date()) ?? Date()
let timeline = Timeline(entries: [entry], policy: .after(nextUpdate))
completion(timeline)
}
private func fetchData() -> InvestmentWidgetEntry {
let container = CoreDataStack.createWidgetContainer()
let context = container.viewContext
// Fetch sources
let sourceRequest: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
let sources = (try? context.fetch(sourceRequest)) ?? []
// Calculate total value
let totalValue = sources.reduce(Decimal.zero) { $0 + $1.latestValue }
// Get top sources
let topSources = sources
.sorted { $0.latestValue > $1.latestValue }
.prefix(3)
.map { (name: $0.name, value: $0.latestValue, color: $0.category?.colorHex ?? "#3B82F6") }
// Calculate day change (simplified - would need proper historical data)
let dayChange: Decimal = 0
let dayChangePercentage: Double = 0
// Get sparkline data (last 6 data points)
let sparklineData: [Decimal] = []
return InvestmentWidgetEntry(
date: Date(),
totalValue: totalValue,
dayChange: dayChange,
dayChangePercentage: dayChangePercentage,
topSources: Array(topSources),
sparklineData: sparklineData
)
}
}
// MARK: - Small Widget View
struct SmallWidgetView: View {
let entry: InvestmentWidgetEntry
var body: some View {
VStack(alignment: .leading, spacing: 8) {
Text("Portfolio")
.font(.caption)
.foregroundColor(.secondary)
Text(entry.totalValue.compactCurrencyString)
.font(.title2.weight(.bold))
.minimumScaleFactor(0.7)
.lineLimit(1)
Spacer()
HStack(spacing: 4) {
Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption2)
Text(String(format: "%.1f%%", entry.dayChangePercentage))
.font(.caption.weight(.medium))
}
.foregroundColor(entry.dayChange >= 0 ? .green : .red)
}
.padding()
.containerBackground(.background, for: .widget)
}
}
// MARK: - Medium Widget View
struct MediumWidgetView: View {
let entry: InvestmentWidgetEntry
var body: some View {
HStack(spacing: 16) {
// Left side - Total value
VStack(alignment: .leading, spacing: 8) {
Text("Portfolio")
.font(.caption)
.foregroundColor(.secondary)
Text(entry.totalValue.compactCurrencyString)
.font(.title.weight(.bold))
.minimumScaleFactor(0.7)
.lineLimit(1)
HStack(spacing: 4) {
Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption2)
Text(entry.dayChange.compactCurrencyString)
.font(.caption.weight(.medium))
Text("(\(String(format: "%.1f%%", entry.dayChangePercentage)))")
.font(.caption)
.foregroundColor(.secondary)
}
.foregroundColor(entry.dayChange >= 0 ? .green : .red)
}
Spacer()
// Right side - Top sources
VStack(alignment: .trailing, spacing: 6) {
ForEach(entry.topSources, id: \.name) { source in
HStack(spacing: 6) {
Text(source.name)
.font(.caption)
.foregroundColor(.secondary)
.lineLimit(1)
Text(source.value.shortCurrencyString)
.font(.caption.weight(.medium))
}
}
}
}
.padding()
.containerBackground(.background, for: .widget)
}
}
// MARK: - Accessory Circular View (Lock Screen)
struct AccessoryCircularView: View {
let entry: InvestmentWidgetEntry
var body: some View {
ZStack {
AccessoryWidgetBackground()
VStack(spacing: 2) {
Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption)
Text(String(format: "%.1f%%", entry.dayChangePercentage))
.font(.caption2.weight(.semibold))
}
}
.containerBackground(.background, for: .widget)
}
}
// MARK: - Accessory Rectangular View (Lock Screen)
struct AccessoryRectangularView: View {
let entry: InvestmentWidgetEntry
var body: some View {
VStack(alignment: .leading, spacing: 2) {
Text("Portfolio")
.font(.caption2)
.foregroundColor(.secondary)
Text(entry.totalValue.compactCurrencyString)
.font(.headline)
HStack(spacing: 4) {
Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption2)
Text(String(format: "%.1f%%", entry.dayChangePercentage))
.font(.caption2)
}
.foregroundColor(entry.dayChange >= 0 ? .green : .red)
}
.containerBackground(.background, for: .widget)
}
}
// MARK: - Widget Configuration
struct InvestmentWidget: Widget {
let kind: String = "InvestmentWidget"
var body: some WidgetConfiguration {
StaticConfiguration(kind: kind, provider: InvestmentWidgetProvider()) { entry in
InvestmentWidgetEntryView(entry: entry)
}
.configurationDisplayName("Portfolio Value")
.description("View your total investment portfolio value.")
.supportedFamilies([
.systemSmall,
.systemMedium,
.accessoryCircular,
.accessoryRectangular
])
}
}
// MARK: - Widget Entry View
struct InvestmentWidgetEntryView: View {
@Environment(\.widgetFamily) var family
let entry: InvestmentWidgetEntry
var body: some View {
switch family {
case .systemSmall:
SmallWidgetView(entry: entry)
case .systemMedium:
MediumWidgetView(entry: entry)
case .accessoryCircular:
AccessoryCircularView(entry: entry)
case .accessoryRectangular:
AccessoryRectangularView(entry: entry)
default:
SmallWidgetView(entry: entry)
}
}
}
// MARK: - Widget Bundle
@main
struct InvestmentTrackerWidgetBundle: WidgetBundle {
var body: some Widget {
InvestmentWidget()
}
}
// MARK: - Previews
#Preview("Small", as: .systemSmall) {
InvestmentWidget()
} timeline: {
InvestmentWidgetEntry(
date: Date(),
totalValue: 50000,
dayChange: 250,
dayChangePercentage: 0.5,
topSources: [],
sparklineData: []
)
}
#Preview("Medium", as: .systemMedium) {
InvestmentWidget()
} timeline: {
InvestmentWidgetEntry(
date: Date(),
totalValue: 50000,
dayChange: 250,
dayChangePercentage: 0.5,
topSources: [
("Stocks", 30000, "#10B981"),
("Bonds", 15000, "#3B82F6"),
("Real Estate", 5000, "#F59E0B")
],
sparklineData: []
)
}

12
InvestmentTrackerWidgetExtension.entitlements Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
<plist version="1.0">
<dict>
<key>aps-environment</key>
<string>development</string>
<key>com.apple.developer.icloud-container-identifiers</key>
<array/>
<key>com.apple.security.application-groups</key>
<array/>
</dict>
</plist>