444 lines
16 KiB
Swift
444 lines
16 KiB
Swift
import Foundation
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import Combine
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import CoreData
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@MainActor
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class DashboardViewModel: ObservableObject {
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// MARK: - Published Properties
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@Published var portfolioSummary: PortfolioSummary = .empty
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@Published var monthlySummary: MonthlySummary = .empty
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@Published var categoryMetrics: [CategoryMetrics] = []
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@Published var categoryEvolutionData: [CategoryEvolutionPoint] = []
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@Published var recentSnapshots: [Snapshot] = []
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@Published var sourcesNeedingUpdate: [InvestmentSource] = []
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@Published var latestPortfolioChange: PortfolioChange = .empty
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@Published var isLoading = false
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@Published var errorMessage: String?
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@Published var selectedAccount: Account?
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@Published var showAllAccounts = true
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// MARK: - Chart Data
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@Published var evolutionData: [(date: Date, value: Decimal)] = []
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// MARK: - Dependencies
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private let categoryRepository: CategoryRepository
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private let sourceRepository: InvestmentSourceRepository
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private let snapshotRepository: SnapshotRepository
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private let calculationService: CalculationService
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private var cancellables = Set<AnyCancellable>()
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private var isRefreshing = false
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private var refreshQueued = false
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private let maxHistoryMonths = 60
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// MARK: - Performance: Caching
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private var cachedFilteredSources: [InvestmentSource]?
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private var cachedSourcesHash: Int = 0
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private var lastAccountId: UUID?
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private var lastShowAllAccounts: Bool = true
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// MARK: - Initialization
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init(
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categoryRepository: CategoryRepository? = nil,
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sourceRepository: InvestmentSourceRepository? = nil,
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snapshotRepository: SnapshotRepository? = nil,
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calculationService: CalculationService? = nil
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) {
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self.categoryRepository = categoryRepository ?? CategoryRepository()
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self.sourceRepository = sourceRepository ?? InvestmentSourceRepository()
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self.snapshotRepository = snapshotRepository ?? SnapshotRepository()
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self.calculationService = calculationService ?? .shared
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setupObservers()
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loadData()
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}
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// MARK: - Setup
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private func setupObservers() {
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// Performance: Combine multiple publishers to reduce redundant refresh calls
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// Use dropFirst to avoid initial trigger, and debounce to coalesce rapid changes
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Publishers.Merge(
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categoryRepository.$categories.map { _ in () },
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sourceRepository.$sources.map { _ in () }
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)
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.dropFirst(2) // Skip initial values from both publishers
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.debounce(for: .milliseconds(300), scheduler: DispatchQueue.main)
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.sink { [weak self] _ in
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self?.invalidateCache()
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self?.refreshData()
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}
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.store(in: &cancellables)
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// Observe Core Data changes with coalescing
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NotificationCenter.default.publisher(for: .NSManagedObjectContextObjectsDidChange)
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.debounce(for: .milliseconds(500), scheduler: DispatchQueue.main)
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.compactMap { [weak self] notification -> Void? in
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guard let self, self.isRelevantChange(notification) else { return nil }
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return ()
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}
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.sink { [weak self] _ in
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self?.invalidateCache()
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self?.refreshData()
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}
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.store(in: &cancellables)
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}
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private func isRelevantChange(_ notification: Notification) -> Bool {
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guard let info = notification.userInfo else { return false }
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let keys: [String] = [
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NSInsertedObjectsKey,
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NSUpdatedObjectsKey,
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NSDeletedObjectsKey,
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NSRefreshedObjectsKey
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]
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for key in keys {
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if let objects = info[key] as? Set<NSManagedObject> {
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if objects.contains(where: { $0 is Snapshot || $0 is InvestmentSource || $0 is Category }) {
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return true
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}
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}
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}
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return false
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}
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// MARK: - Data Loading
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func loadData() {
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isLoading = true
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errorMessage = nil
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queueRefresh(updateLoadingFlag: true)
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}
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func refreshData() {
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queueRefresh(updateLoadingFlag: false)
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}
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private func queueRefresh(updateLoadingFlag: Bool) {
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refreshQueued = true
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if updateLoadingFlag {
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isLoading = true
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}
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guard !isRefreshing else { return }
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isRefreshing = true
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Task { [weak self] in
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guard let self else { return }
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while self.refreshQueued {
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self.refreshQueued = false
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await self.refreshAllData()
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}
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self.isRefreshing = false
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if updateLoadingFlag {
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self.isLoading = false
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}
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}
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}
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private func refreshAllData() async {
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let categories = categoryRepository.categories
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let sources = filteredSources()
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let allSnapshots = filteredSnapshots(for: sources)
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// Calculate portfolio summary
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portfolioSummary = calculationService.calculatePortfolioSummary(
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from: sources,
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snapshots: allSnapshots
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)
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monthlySummary = calculationService.calculateMonthlySummary(
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sources: sources,
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snapshots: allSnapshots
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)
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// Calculate category metrics
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categoryMetrics = calculationService.calculateCategoryMetrics(
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for: categories,
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sources: sources,
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totalPortfolioValue: portfolioSummary.totalValue
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).sorted { $0.totalValue > $1.totalValue }
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// Get recent snapshots
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recentSnapshots = Array(allSnapshots.prefix(10))
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// Get sources needing update
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let accountFilter = showAllAccounts ? nil : selectedAccount
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sourcesNeedingUpdate = sourceRepository.fetchSourcesNeedingUpdate(for: accountFilter)
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// Calculate evolution data for chart
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updateEvolutionData(from: allSnapshots, categories: categories)
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latestPortfolioChange = calculateLatestChange(from: evolutionData)
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// Log screen view
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FirebaseService.shared.logScreenView(screenName: "Dashboard")
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}
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private func filteredSources() -> [InvestmentSource] {
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// Performance: Cache filtered sources to avoid repeated filtering
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let currentHash = sourceRepository.sources.count
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let accountChanged = lastAccountId != selectedAccount?.id || lastShowAllAccounts != showAllAccounts
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if !accountChanged && cachedFilteredSources != nil && cachedSourcesHash == currentHash {
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return cachedFilteredSources!
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}
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lastAccountId = selectedAccount?.id
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lastShowAllAccounts = showAllAccounts
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cachedSourcesHash = currentHash
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if showAllAccounts || selectedAccount == nil {
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cachedFilteredSources = sourceRepository.sources
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} else {
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cachedFilteredSources = sourceRepository.sources.filter { $0.account?.id == selectedAccount?.id }
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}
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return cachedFilteredSources!
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}
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/// Invalidates cached data when underlying data changes
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private func invalidateCache() {
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cachedFilteredSources = nil
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cachedSourcesHash = 0
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}
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private func filteredSnapshots(for sources: [InvestmentSource]) -> [Snapshot] {
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let sourceIds = sources.compactMap { $0.id }
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return snapshotRepository.fetchSnapshots(
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for: sourceIds,
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months: maxHistoryMonths
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)
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}
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private func updateEvolutionData(from snapshots: [Snapshot], categories: [Category]) {
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let summary = calculateEvolutionSummary(from: snapshots)
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let categoriesWithData = Set(summary.categoryTotals.keys)
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let categoryLookup = Dictionary(uniqueKeysWithValues: categories.map { ($0.id, $0) })
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evolutionData = summary.evolutionData
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categoryEvolutionData = summary.categorySeries.flatMap { entry in
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entry.valuesByCategory.compactMap { categoryId, value in
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guard categoriesWithData.contains(categoryId),
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let category = categoryLookup[categoryId] else {
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return nil
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}
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return CategoryEvolutionPoint(
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date: entry.date,
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categoryName: category.name,
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colorHex: category.colorHex,
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value: value
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)
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}
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}
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}
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private struct EvolutionSummary {
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let evolutionData: [(date: Date, value: Decimal)]
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let categorySeries: [(date: Date, valuesByCategory: [UUID: Decimal])]
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let categoryTotals: [UUID: Decimal]
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}
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private func calculateEvolutionSummary(from snapshots: [Snapshot]) -> EvolutionSummary {
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guard !snapshots.isEmpty else {
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return EvolutionSummary(evolutionData: [], categorySeries: [], categoryTotals: [:])
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}
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// Performance: Pre-allocate capacity and use more efficient data structures
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let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
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// Use dictionary to deduplicate dates more efficiently
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var uniqueDateSet = Set<Date>()
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uniqueDateSet.reserveCapacity(sortedSnapshots.count)
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for snapshot in sortedSnapshots {
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uniqueDateSet.insert(Calendar.current.startOfDay(for: snapshot.date))
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}
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let uniqueDates = uniqueDateSet.sorted()
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guard !uniqueDates.isEmpty else {
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return EvolutionSummary(evolutionData: [], categorySeries: [], categoryTotals: [:])
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}
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// Pre-allocate dictionaries with estimated capacity
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var snapshotsBySource: [UUID: [(date: Date, value: Decimal, categoryId: UUID?)]] = [:]
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snapshotsBySource.reserveCapacity(Set(sortedSnapshots.compactMap { $0.source?.id }).count)
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var categoryTotals: [UUID: Decimal] = [:]
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for snapshot in sortedSnapshots {
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guard let sourceId = snapshot.source?.id else { continue }
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let categoryId = snapshot.source?.category?.id
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snapshotsBySource[sourceId, default: []].append(
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(date: snapshot.date, value: snapshot.decimalValue, categoryId: categoryId)
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)
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if let categoryId {
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categoryTotals[categoryId, default: 0] += snapshot.decimalValue
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}
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}
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// Pre-allocate result arrays
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var indices: [UUID: Int] = [:]
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indices.reserveCapacity(snapshotsBySource.count)
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var evolution: [(date: Date, value: Decimal)] = []
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evolution.reserveCapacity(uniqueDates.count)
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var series: [(date: Date, valuesByCategory: [UUID: Decimal])] = []
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series.reserveCapacity(uniqueDates.count)
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// Track last known value per source for carry-forward optimization
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var lastValues: [UUID: (value: Decimal, categoryId: UUID?)] = [:]
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lastValues.reserveCapacity(snapshotsBySource.count)
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for (index, date) in uniqueDates.enumerated() {
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let nextDate = index + 1 < uniqueDates.count
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? uniqueDates[index + 1]
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: Date.distantFuture
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var total: Decimal = 0
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var valuesByCategory: [UUID: Decimal] = [:]
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for (sourceId, sourceSnapshots) in snapshotsBySource {
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var currentIndex = indices[sourceId] ?? 0
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while currentIndex < sourceSnapshots.count && sourceSnapshots[currentIndex].date < nextDate {
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let snap = sourceSnapshots[currentIndex]
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lastValues[sourceId] = (value: snap.value, categoryId: snap.categoryId)
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currentIndex += 1
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}
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indices[sourceId] = currentIndex
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// Use last known value (carry-forward)
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if let lastValue = lastValues[sourceId] {
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total += lastValue.value
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if let categoryId = lastValue.categoryId {
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valuesByCategory[categoryId, default: 0] += lastValue.value
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}
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}
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}
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evolution.append((date: date, value: total))
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series.append((date: date, valuesByCategory: valuesByCategory))
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}
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return EvolutionSummary(
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evolutionData: evolution,
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categorySeries: series,
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categoryTotals: categoryTotals
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)
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}
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private func calculateLatestChange(from data: [(date: Date, value: Decimal)]) -> PortfolioChange {
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guard data.count >= 2 else {
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return PortfolioChange(absolute: 0, percentage: 0, label: "since last update")
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}
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let last = data[data.count - 1]
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let previous = data[data.count - 2]
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let absolute = last.value - previous.value
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let percentage = previous.value > 0
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? NSDecimalNumber(decimal: absolute / previous.value).doubleValue * 100
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: 0
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return PortfolioChange(absolute: absolute, percentage: percentage, label: "since last update")
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}
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func goalEtaText(for goal: Goal, currentValue: Decimal) -> String? {
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let target = goal.targetDecimal
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let lastValue = evolutionData.last?.value ?? currentValue
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if currentValue >= target {
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return "Goal reached. Keep it steady."
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}
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guard let months = estimateMonthsToGoal(target: target, lastValue: lastValue) else {
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return "Keep going. Consistency pays off."
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}
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if months == 0 {
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return "Almost there. One more check-in."
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}
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let baseDate = evolutionData.last?.date ?? Date()
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let estimatedDate = Calendar.current.date(byAdding: .month, value: months, to: baseDate)
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if months >= 72 {
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return "Long journey, strong discipline. You're building momentum."
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}
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if let estimatedDate = estimatedDate {
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return "Estimated: \(estimatedDate.monthYearString)"
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}
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return "Estimated: \(months) months"
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}
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private func estimateMonthsToGoal(target: Decimal, lastValue: Decimal) -> Int? {
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guard evolutionData.count >= 3 else { return nil }
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let recent = Array(evolutionData.suffix(6))
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guard let first = recent.first, let last = recent.last else { return nil }
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let monthsBetween = max(1, first.date.monthsBetween(last.date))
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let delta = last.value - first.value
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guard delta > 0 else { return nil }
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let monthlyGain = delta / Decimal(monthsBetween)
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guard monthlyGain > 0 else { return nil }
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let remaining = target - lastValue
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guard remaining > 0 else { return 0 }
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let months = NSDecimalNumber(decimal: remaining / monthlyGain).doubleValue
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return Int(ceil(months))
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}
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// MARK: - Computed Properties
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var hasData: Bool {
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!filteredSources().isEmpty
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}
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var totalSourceCount: Int {
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sourceRepository.sourceCount
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}
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var totalCategoryCount: Int {
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categoryRepository.categories.count
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}
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var pendingUpdatesCount: Int {
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sourcesNeedingUpdate.count
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}
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var topCategories: [CategoryMetrics] {
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Array(categoryMetrics.prefix(5))
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}
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// MARK: - Formatting
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var formattedTotalValue: String {
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portfolioSummary.formattedTotalValue
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}
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var formattedDayChange: String {
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portfolioSummary.formattedDayChange
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}
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var formattedMonthChange: String {
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portfolioSummary.formattedMonthChange
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}
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var formattedYearChange: String {
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portfolioSummary.formattedYearChange
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}
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var isDayChangePositive: Bool {
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portfolioSummary.dayChange >= 0
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}
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var isMonthChangePositive: Bool {
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portfolioSummary.monthChange >= 0
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}
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var isYearChangePositive: Bool {
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portfolioSummary.yearChange >= 0
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}
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var formattedLastUpdate: String {
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portfolioSummary.lastUpdated?.friendlyDescription ?? "Not yet"
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}
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}
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