InvestmentTrackerApp/PortfolioJournal/ViewModels/DashboardViewModel.swift

444 lines
16 KiB
Swift

import Foundation
import Combine
import CoreData
@MainActor
class DashboardViewModel: ObservableObject {
// MARK: - Published Properties
@Published var portfolioSummary: PortfolioSummary = .empty
@Published var monthlySummary: MonthlySummary = .empty
@Published var categoryMetrics: [CategoryMetrics] = []
@Published var categoryEvolutionData: [CategoryEvolutionPoint] = []
@Published var recentSnapshots: [Snapshot] = []
@Published var sourcesNeedingUpdate: [InvestmentSource] = []
@Published var latestPortfolioChange: PortfolioChange = .empty
@Published var isLoading = false
@Published var errorMessage: String?
@Published var selectedAccount: Account?
@Published var showAllAccounts = true
// 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>()
private var isRefreshing = false
private var refreshQueued = false
private let maxHistoryMonths = 60
// MARK: - Performance: Caching
private var cachedFilteredSources: [InvestmentSource]?
private var cachedSourcesHash: Int = 0
private var lastAccountId: UUID?
private var lastShowAllAccounts: Bool = true
// MARK: - Initialization
init(
categoryRepository: CategoryRepository? = nil,
sourceRepository: InvestmentSourceRepository? = nil,
snapshotRepository: SnapshotRepository? = nil,
calculationService: CalculationService? = nil
) {
self.categoryRepository = categoryRepository ?? CategoryRepository()
self.sourceRepository = sourceRepository ?? InvestmentSourceRepository()
self.snapshotRepository = snapshotRepository ?? SnapshotRepository()
self.calculationService = calculationService ?? .shared
setupObservers()
loadData()
}
// MARK: - Setup
private func setupObservers() {
// Performance: Combine multiple publishers to reduce redundant refresh calls
// Use dropFirst to avoid initial trigger, and debounce to coalesce rapid changes
Publishers.Merge(
categoryRepository.$categories.map { _ in () },
sourceRepository.$sources.map { _ in () }
)
.dropFirst(2) // Skip initial values from both publishers
.debounce(for: .milliseconds(300), scheduler: DispatchQueue.main)
.sink { [weak self] _ in
self?.invalidateCache()
self?.refreshData()
}
.store(in: &cancellables)
// Observe Core Data changes with coalescing
NotificationCenter.default.publisher(for: .NSManagedObjectContextObjectsDidChange)
.debounce(for: .milliseconds(500), scheduler: DispatchQueue.main)
.compactMap { [weak self] notification -> Void? in
guard let self, self.isRelevantChange(notification) else { return nil }
return ()
}
.sink { [weak self] _ in
self?.invalidateCache()
self?.refreshData()
}
.store(in: &cancellables)
}
private func isRelevantChange(_ notification: Notification) -> Bool {
guard let info = notification.userInfo else { return false }
let keys: [String] = [
NSInsertedObjectsKey,
NSUpdatedObjectsKey,
NSDeletedObjectsKey,
NSRefreshedObjectsKey
]
for key in keys {
if let objects = info[key] as? Set<NSManagedObject> {
if objects.contains(where: { $0 is Snapshot || $0 is InvestmentSource || $0 is Category }) {
return true
}
}
}
return false
}
// MARK: - Data Loading
func loadData() {
isLoading = true
errorMessage = nil
queueRefresh(updateLoadingFlag: true)
}
func refreshData() {
queueRefresh(updateLoadingFlag: false)
}
private func queueRefresh(updateLoadingFlag: Bool) {
refreshQueued = true
if updateLoadingFlag {
isLoading = true
}
guard !isRefreshing else { return }
isRefreshing = true
Task { [weak self] in
guard let self else { return }
while self.refreshQueued {
self.refreshQueued = false
await self.refreshAllData()
}
self.isRefreshing = false
if updateLoadingFlag {
self.isLoading = false
}
}
}
private func refreshAllData() async {
let categories = categoryRepository.categories
let sources = filteredSources()
let allSnapshots = filteredSnapshots(for: sources)
// Calculate portfolio summary
portfolioSummary = calculationService.calculatePortfolioSummary(
from: sources,
snapshots: allSnapshots
)
monthlySummary = calculationService.calculateMonthlySummary(
sources: sources,
snapshots: allSnapshots
)
// Calculate category metrics
categoryMetrics = calculationService.calculateCategoryMetrics(
for: categories,
sources: sources,
totalPortfolioValue: portfolioSummary.totalValue
).sorted { $0.totalValue > $1.totalValue }
// Get recent snapshots
recentSnapshots = Array(allSnapshots.prefix(10))
// Get sources needing update
let accountFilter = showAllAccounts ? nil : selectedAccount
sourcesNeedingUpdate = sourceRepository.fetchSourcesNeedingUpdate(for: accountFilter)
// Calculate evolution data for chart
updateEvolutionData(from: allSnapshots, categories: categories)
latestPortfolioChange = calculateLatestChange(from: evolutionData)
// Log screen view
FirebaseService.shared.logScreenView(screenName: "Dashboard")
}
private func filteredSources() -> [InvestmentSource] {
// Performance: Cache filtered sources to avoid repeated filtering
let currentHash = sourceRepository.sources.count
let accountChanged = lastAccountId != selectedAccount?.id || lastShowAllAccounts != showAllAccounts
if !accountChanged && cachedFilteredSources != nil && cachedSourcesHash == currentHash {
return cachedFilteredSources!
}
lastAccountId = selectedAccount?.id
lastShowAllAccounts = showAllAccounts
cachedSourcesHash = currentHash
if showAllAccounts || selectedAccount == nil {
cachedFilteredSources = sourceRepository.sources
} else {
cachedFilteredSources = sourceRepository.sources.filter { $0.account?.id == selectedAccount?.id }
}
return cachedFilteredSources!
}
/// Invalidates cached data when underlying data changes
private func invalidateCache() {
cachedFilteredSources = nil
cachedSourcesHash = 0
}
private func filteredSnapshots(for sources: [InvestmentSource]) -> [Snapshot] {
let sourceIds = sources.compactMap { $0.id }
return snapshotRepository.fetchSnapshots(
for: sourceIds,
months: maxHistoryMonths
)
}
private func updateEvolutionData(from snapshots: [Snapshot], categories: [Category]) {
let summary = calculateEvolutionSummary(from: snapshots)
let categoriesWithData = Set(summary.categoryTotals.keys)
let categoryLookup = Dictionary(uniqueKeysWithValues: categories.map { ($0.id, $0) })
evolutionData = summary.evolutionData
categoryEvolutionData = summary.categorySeries.flatMap { entry in
entry.valuesByCategory.compactMap { categoryId, value in
guard categoriesWithData.contains(categoryId),
let category = categoryLookup[categoryId] else {
return nil
}
return CategoryEvolutionPoint(
date: entry.date,
categoryName: category.name,
colorHex: category.colorHex,
value: value
)
}
}
}
private struct EvolutionSummary {
let evolutionData: [(date: Date, value: Decimal)]
let categorySeries: [(date: Date, valuesByCategory: [UUID: Decimal])]
let categoryTotals: [UUID: Decimal]
}
private func calculateEvolutionSummary(from snapshots: [Snapshot]) -> EvolutionSummary {
guard !snapshots.isEmpty else {
return EvolutionSummary(evolutionData: [], categorySeries: [], categoryTotals: [:])
}
// Performance: Pre-allocate capacity and use more efficient data structures
let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
// Use dictionary to deduplicate dates more efficiently
var uniqueDateSet = Set<Date>()
uniqueDateSet.reserveCapacity(sortedSnapshots.count)
for snapshot in sortedSnapshots {
uniqueDateSet.insert(Calendar.current.startOfDay(for: snapshot.date))
}
let uniqueDates = uniqueDateSet.sorted()
guard !uniqueDates.isEmpty else {
return EvolutionSummary(evolutionData: [], categorySeries: [], categoryTotals: [:])
}
// Pre-allocate dictionaries with estimated capacity
var snapshotsBySource: [UUID: [(date: Date, value: Decimal, categoryId: UUID?)]] = [:]
snapshotsBySource.reserveCapacity(Set(sortedSnapshots.compactMap { $0.source?.id }).count)
var categoryTotals: [UUID: Decimal] = [:]
for snapshot in sortedSnapshots {
guard let sourceId = snapshot.source?.id else { continue }
let categoryId = snapshot.source?.category?.id
snapshotsBySource[sourceId, default: []].append(
(date: snapshot.date, value: snapshot.decimalValue, categoryId: categoryId)
)
if let categoryId {
categoryTotals[categoryId, default: 0] += snapshot.decimalValue
}
}
// Pre-allocate result arrays
var indices: [UUID: Int] = [:]
indices.reserveCapacity(snapshotsBySource.count)
var evolution: [(date: Date, value: Decimal)] = []
evolution.reserveCapacity(uniqueDates.count)
var series: [(date: Date, valuesByCategory: [UUID: Decimal])] = []
series.reserveCapacity(uniqueDates.count)
// Track last known value per source for carry-forward optimization
var lastValues: [UUID: (value: Decimal, categoryId: UUID?)] = [:]
lastValues.reserveCapacity(snapshotsBySource.count)
for (index, date) in uniqueDates.enumerated() {
let nextDate = index + 1 < uniqueDates.count
? uniqueDates[index + 1]
: Date.distantFuture
var total: Decimal = 0
var valuesByCategory: [UUID: Decimal] = [:]
for (sourceId, sourceSnapshots) in snapshotsBySource {
var currentIndex = indices[sourceId] ?? 0
while currentIndex < sourceSnapshots.count && sourceSnapshots[currentIndex].date < nextDate {
let snap = sourceSnapshots[currentIndex]
lastValues[sourceId] = (value: snap.value, categoryId: snap.categoryId)
currentIndex += 1
}
indices[sourceId] = currentIndex
// Use last known value (carry-forward)
if let lastValue = lastValues[sourceId] {
total += lastValue.value
if let categoryId = lastValue.categoryId {
valuesByCategory[categoryId, default: 0] += lastValue.value
}
}
}
evolution.append((date: date, value: total))
series.append((date: date, valuesByCategory: valuesByCategory))
}
return EvolutionSummary(
evolutionData: evolution,
categorySeries: series,
categoryTotals: categoryTotals
)
}
private func calculateLatestChange(from data: [(date: Date, value: Decimal)]) -> PortfolioChange {
guard data.count >= 2 else {
return PortfolioChange(absolute: 0, percentage: 0, label: "since last update")
}
let last = data[data.count - 1]
let previous = data[data.count - 2]
let absolute = last.value - previous.value
let percentage = previous.value > 0
? NSDecimalNumber(decimal: absolute / previous.value).doubleValue * 100
: 0
return PortfolioChange(absolute: absolute, percentage: percentage, label: "since last update")
}
func goalEtaText(for goal: Goal, currentValue: Decimal) -> String? {
let target = goal.targetDecimal
let lastValue = evolutionData.last?.value ?? currentValue
if currentValue >= target {
return "Goal reached. Keep it steady."
}
guard let months = estimateMonthsToGoal(target: target, lastValue: lastValue) else {
return "Keep going. Consistency pays off."
}
if months == 0 {
return "Almost there. One more check-in."
}
let baseDate = evolutionData.last?.date ?? Date()
let estimatedDate = Calendar.current.date(byAdding: .month, value: months, to: baseDate)
if months >= 72 {
return "Long journey, strong discipline. You're building momentum."
}
if let estimatedDate = estimatedDate {
return "Estimated: \(estimatedDate.monthYearString)"
}
return "Estimated: \(months) months"
}
private func estimateMonthsToGoal(target: Decimal, lastValue: Decimal) -> Int? {
guard evolutionData.count >= 3 else { return nil }
let recent = Array(evolutionData.suffix(6))
guard let first = recent.first, let last = recent.last else { return nil }
let monthsBetween = max(1, first.date.monthsBetween(last.date))
let delta = last.value - first.value
guard delta > 0 else { return nil }
let monthlyGain = delta / Decimal(monthsBetween)
guard monthlyGain > 0 else { return nil }
let remaining = target - lastValue
guard remaining > 0 else { return 0 }
let months = NSDecimalNumber(decimal: remaining / monthlyGain).doubleValue
return Int(ceil(months))
}
// MARK: - Computed Properties
var hasData: Bool {
!filteredSources().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
}
var formattedLastUpdate: String {
portfolioSummary.lastUpdated?.friendlyDescription ?? "Not yet"
}
}