InvestmentTrackerApp/PortfolioJournal/Repositories/SnapshotRepository.swift

317 lines
9.6 KiB
Swift

import Foundation
import CoreData
import Combine
class SnapshotRepository: ObservableObject {
private let context: NSManagedObjectContext
private let cache = NSCache<NSString, NSArray>()
@Published private(set) var cacheVersion: Int = 0
@Published private(set) var snapshots: [Snapshot] = []
// MARK: - Performance: Shared DateFormatter
private static let monthYearFormatter: DateFormatter = {
let formatter = DateFormatter()
formatter.dateFormat = "yyyy-MM"
return formatter
}()
// MARK: - Performance: Cached Calendar
private static let calendar = Calendar.current
init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
self.context = context
// Performance: Increase cache limits for better hit rate
cache.countLimit = 12
cache.totalCostLimit = 4_000_000 // 4 MB
setupNotificationObserver()
}
// 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)
]
request.fetchBatchSize = 200
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)
]
request.fetchBatchSize = 200
return (try? context.fetch(request)) ?? []
}
func fetchSnapshots(for account: Account) -> [Snapshot] {
let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
request.predicate = NSPredicate(format: "source.account == %@", account)
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
]
request.fetchBatchSize = 200
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)
]
request.fetchBatchSize = 200
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,
clearContribution: Bool = false,
clearNotes: Bool = false
) {
if let date = date {
snapshot.date = date
}
if let value = value {
snapshot.value = NSDecimalNumber(decimal: value)
}
if clearContribution {
snapshot.contribution = nil
} else if let contribution = contribution {
snapshot.contribution = NSDecimalNumber(decimal: contribution)
}
if clearNotes {
snapshot.notes = nil
} else 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 {
// Performance: Use cached calendar
let cutoffDate = Self.calendar.date(
byAdding: .month,
value: -months,
to: Date()
) ?? Date()
snapshots = snapshots.filter { $0.date >= cutoffDate }
}
return snapshots
}
func fetchSnapshots(
for sourceIds: [UUID],
months: Int? = nil
) -> [Snapshot] {
guard !sourceIds.isEmpty else { return [] }
// Performance: Use cached calendar
let cutoffDate: Date? = {
guard let months = months else { return nil }
return Self.calendar.date(byAdding: .month, value: -months, to: Date())
}()
let key = cacheKey(
sourceIds: sourceIds,
months: months
)
if let cached = cache.object(forKey: key) as? [Snapshot] {
return cached
}
let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
var predicates: [NSPredicate] = [
NSPredicate(format: "source.id IN %@", sourceIds)
]
if let cutoffDate {
predicates.append(NSPredicate(format: "date >= %@", cutoffDate as NSDate))
}
request.predicate = NSCompoundPredicate(andPredicateWithSubpredicates: predicates)
request.sortDescriptors = [
NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
]
request.fetchBatchSize = 300
let fetched = (try? context.fetch(request)) ?? []
cache.setObject(fetched as NSArray, forKey: key, cost: fetched.count)
return fetched
}
// MARK: - Historical Data
func getMonthlyValues(for source: InvestmentSource) -> [(date: Date, value: Decimal)] {
let snapshots = fetchSnapshots(for: source).reversed()
var monthlyData: [(date: Date, value: Decimal)] = []
monthlyData.reserveCapacity(min(snapshots.count, 60))
var processedMonths: Set<String> = []
processedMonths.reserveCapacity(60)
// Performance: Use shared formatter
let formatter = Self.monthYearFormatter
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()
// Performance: Pre-allocate dictionary
var dateValues: [Date: Decimal] = [:]
dateValues.reserveCapacity(min(allSnapshots.count, 365))
// Performance: Use cached calendar
let calendar = Self.calendar
for snapshot in allSnapshots {
let startOfDay = calendar.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()
invalidateCache()
CoreDataStack.shared.refreshWidgetData()
} catch {
print("Failed to save context: \(error)")
}
}
// MARK: - Cache
private func cacheKey(
sourceIds: [UUID],
months: Int?
) -> NSString {
let sortedIds = sourceIds.sorted().map { $0.uuidString }.joined(separator: ",")
let monthsPart = months.map(String.init) ?? "all"
return NSString(string: "\(cacheVersion)|\(monthsPart)|\(sortedIds)")
}
private func invalidateCache() {
cache.removeAllObjects()
cacheVersion &+= 1
}
private func setupNotificationObserver() {
NotificationCenter.default.addObserver(
self,
selector: #selector(contextDidChange),
name: .NSManagedObjectContextObjectsDidChange,
object: context
)
}
@objc private func contextDidChange(_ notification: Notification) {
invalidateCache()
}
}