Files
InvestmentTrackerApp/PortfolioJournal/Views/Charts/PeriodComparisonChartView.swift
T
alexandrev-tibco 12ab2d6009 Add 3 interactive chart types: Compare, What If, Period vs Period (build 34)
- Compare (free): multi-source overlay chart, Base 100 / Return % / Value modes,
  chip selector, reactive to time range filter
- What If (premium): allocation simulator with sliders per source, dual-line chart
  actual vs simulated indexed to 100, orange warning when weights ≠ 100%
- Period vs Period (free): date-picker-driven comparison of any two custom periods,
  return % normalized from month 1 = 0%, color-coded legend with period labels

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 15:32:57 +02:00

234 lines
7.3 KiB
Swift
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import SwiftUI
import Charts
struct PeriodComparisonChartView: View {
@ObservedObject var viewModel: ChartsViewModel
var body: some View {
VStack(alignment: .leading, spacing: 16) {
Text("Period vs Period")
.font(.headline)
periodPickersSection
chartContent
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
// MARK: - Period Pickers
private var periodPickersSection: some View {
VStack(spacing: 10) {
periodRow(
label: "Period A",
color: Color(hex: "#3478F6") ?? .blue,
start: $viewModel.periodAStart,
end: $viewModel.periodAEnd
)
periodRow(
label: "Period B",
color: Color(hex: "#FF9500") ?? .orange,
start: $viewModel.periodBStart,
end: $viewModel.periodBEnd
)
}
.padding(12)
.background(Color(.systemGray6))
.cornerRadius(10)
}
private func periodRow(
label: String,
color: Color,
start: Binding<Date>,
end: Binding<Date>
) -> some View {
HStack(spacing: 8) {
Circle()
.fill(color)
.frame(width: 8, height: 8)
Text(label)
.font(.caption.weight(.semibold))
.foregroundColor(color)
.frame(width: 58, alignment: .leading)
DatePicker(
"",
selection: Binding<Date>(
get: { firstOfMonth(start.wrappedValue) },
set: { start.wrappedValue = firstOfMonth($0) }
),
displayedComponents: [.date]
)
.datePickerStyle(.compact)
.labelsHidden()
.frame(maxWidth: .infinity)
Text("")
.font(.caption)
.foregroundColor(.secondary)
DatePicker(
"",
selection: Binding<Date>(
get: { firstOfMonth(end.wrappedValue) },
set: { end.wrappedValue = firstOfMonth($0) }
),
displayedComponents: [.date]
)
.datePickerStyle(.compact)
.labelsHidden()
.frame(maxWidth: .infinity)
}
}
// MARK: - Chart Content
@ViewBuilder
private var chartContent: some View {
if viewModel.periodComparisonData.isEmpty {
emptyView
} else {
VStack(spacing: 12) {
periodChart
legend
}
}
}
private var emptyView: some View {
VStack(spacing: 12) {
Image(systemName: "calendar.badge.clock")
.font(.system(size: 36))
.foregroundColor(.secondary)
Text("No data available for the selected periods.")
.font(.subheadline)
.foregroundColor(.secondary)
.multilineTextAlignment(.center)
}
.frame(maxWidth: .infinity)
.frame(height: 260)
}
// MARK: - Flat data for Chart
private struct PeriodPoint: Identifiable {
let id: String
let seriesId: String
let seriesLabel: String
let colorHex: String
let monthOffset: Int
let returnPct: Double
}
private var flatPoints: [PeriodPoint] {
var result: [PeriodPoint] = []
for series in viewModel.periodComparisonData {
for point in series.points {
result.append(PeriodPoint(
id: "\(series.id)-\(point.monthOffset)",
seriesId: series.id,
seriesLabel: series.label,
colorHex: series.colorHex,
monthOffset: point.monthOffset,
returnPct: point.returnPct
))
}
}
return result
}
private var periodChart: some View {
let points = flatPoints
let seriesIds = viewModel.periodComparisonData.map { $0.id }
let seriesColors: [Color] = viewModel.periodComparisonData.map {
Color(hex: $0.colorHex) ?? .gray
}
return Chart(points) { point in
LineMark(
x: .value("Month", point.monthOffset),
y: .value("Return", point.returnPct),
series: .value("Period", point.seriesLabel)
)
.interpolationMethod(.catmullRom)
.foregroundStyle(by: .value("Period", point.seriesLabel))
PointMark(
x: .value("Month", point.monthOffset),
y: .value("Return", point.returnPct)
)
.foregroundStyle(by: .value("Period", point.seriesLabel))
.symbolSize(20)
}
.chartForegroundStyleScale(
domain: viewModel.periodComparisonData.map { $0.label },
range: seriesColors
)
.chartXAxis {
AxisMarks(values: xAxisValues) { value in
AxisGridLine(stroke: StrokeStyle(lineWidth: 0.5, dash: [3, 3]))
.foregroundStyle(Color.secondary.opacity(0.2))
AxisValueLabel {
if let idx = value.as(Int.self) {
Text("M\(idx + 1)")
.font(.caption2)
}
}
}
}
.chartYAxis {
AxisMarks(position: .leading) { value in
AxisValueLabel {
if let d = value.as(Double.self) {
Text(String(format: "%.1f%%", d))
.font(.caption2)
}
}
AxisGridLine(stroke: StrokeStyle(lineWidth: 0.5, dash: [3, 3]))
.foregroundStyle(Color.secondary.opacity(0.15))
}
}
.frame(height: 260)
.drawingGroup()
.onChange(of: seriesIds) { _, _ in } // silence unused warning
}
private var legend: some View {
ScrollView(.horizontal, showsIndicators: false) {
HStack(spacing: 16) {
ForEach(viewModel.periodComparisonData) { series in
HStack(spacing: 6) {
RoundedRectangle(cornerRadius: 2)
.fill(Color(hex: series.colorHex) ?? .gray)
.frame(width: 20, height: 3)
Text(series.label)
.font(.caption)
.foregroundColor(.secondary)
}
}
}
}
}
// MARK: - Helpers
private var xAxisValues: [Int] {
let maxOffset = viewModel.periodComparisonData
.flatMap { $0.points }
.map { $0.monthOffset }
.max() ?? 0
return Array(0...maxOffset)
}
private func firstOfMonth(_ date: Date) -> Date {
let calendar = Calendar.current
var components = calendar.dateComponents([.year, .month], from: date)
components.day = 1
return calendar.date(from: components) ?? date
}
}