Files
InvestmentTrackerApp/PortfolioJournal/Views/Dashboard/MonthlyCheckInView.swift
T
alexandrev-tibco 86c95a9e73 Feedback TestFlight build 58 (build 59): labels, needs-update, period selector, Home masonry
De 7 comentarios de TestFlight:
- Labels de línea ilegibles (puntos 5+7): ChartLabels.showsLabel thin-out
  (máx 5 iPhone / 8 iPad, siempre primero y último). Charts multi-serie
  (Compare, Period, Year vs Year) etiquetan solo el ENDPOINT de cada serie.
  Prediction etiqueta solo el forecast final. Aplicado a Evolution, Rolling,
  Drawdown, Volatility, Compare, Period, YoY, Prediction.
- 'Needs update' en meses pasados (punto 2): MonthlyCheckInView.snapshotForViewedMonth
  — el estado es por el MES QUE SE VE (effective month de referenceDate), no
  contra la última completion global. Diff usa el snapshot de ese mes.
- Selector de periodo Performance (punto 6): slider 1..60 → picker segmentado
  consistente con el resto, opciones capadas a los meses de datos disponibles
  (availableHistoryMonths). Ya no deja pedir ventanas sin datos.
- Home iPad/Mac (feedback previo): masonry con nº de columnas según ancho
  (2 iPad / 3 Mac ancho >=1250), reparto por peso, propio ScrollView.

Pendiente de este lote: Goals no sincronizan (verificado modelo Goal CloudKit-OK
→ es el subset del partial-failure, no filtro ni esquema; necesita códigos
internos del error), paste/OCR por campo (punto 3) y swipe entre charts (punto 4).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01WoScpmHdVj1aUf4rAp6hbe
2026-07-10 20:36:15 +02:00

1120 lines
44 KiB
Swift

import SwiftUI
import CoreData
struct MonthlyCheckInView: View {
@Environment(\.openURL) private var openURL
@EnvironmentObject var accountStore: AccountStore
@StateObject private var viewModel = MonthlyCheckInViewModel()
@State private var referenceDate: Date
@State private var monthlyNote: String
@State private var starRating: Int
@State private var selectedMood: MonthlyCheckInMood?
@FocusState private var noteFocused: Bool
@State private var editingSnapshot: Snapshot?
@State private var addingSource: InvestmentSource?
@State private var showBatchUpdate = false
@State private var showAchievementSatisfactionDialog = false
@State private var showAppStoreReviewAlert = false
init(referenceDate: Date = Date()) {
_referenceDate = State(initialValue: referenceDate)
_monthlyNote = State(initialValue: MonthlyCheckInStore.note(for: referenceDate))
_starRating = State(initialValue: MonthlyCheckInStore.rating(for: referenceDate) ?? 0)
_selectedMood = State(initialValue: MonthlyCheckInStore.mood(for: referenceDate))
}
private var lastCompletionDate: Date? {
MonthlyCheckInStore.latestCompletionDate()
}
private var checkInProgress: Double {
guard let nextDate = nextCheckInDate else { return 1 }
// Period starts at the first day of the month that opens the interval.
// e.g. monthly Feb 1; quarterly Jan 1 (3 months ending Mar 31)
let periodStart = nextDate.adding(months: -(checkInIntervalMonths - 1)).startOfMonth
let totalDays = Double(max(1, periodStart.startOfDay.daysBetween(nextDate.startOfDay)))
let elapsedDays = Double(max(0, periodStart.startOfDay.daysBetween(Date().startOfDay)))
return min(elapsedDays / totalDays, 1)
}
private var checkInIntervalMonths: Int {
if accountStore.showAllAccounts || accountStore.selectedAccount == nil {
return NotificationFrequency.monthly.months
}
let account = accountStore.selectedAccount
let frequency = account?.frequency ?? .monthly
if frequency == .custom {
return max(1, Int(account?.customFrequencyMonths ?? 1))
}
if frequency == .never {
return NotificationFrequency.monthly.months
}
return frequency.months
}
private var nextCheckInDate: Date? {
guard let last = lastCompletionDate else { return nil }
let effective = MonthlyCheckInStore.effectiveMonth(for: last, relativeTo: last)
return effective.adding(months: checkInIntervalMonths).endOfMonth
}
private var isOverdue: Bool {
guard let next = nextCheckInDate else { return false }
return Date() > next
}
private var daysUntilDeadline: Int? {
guard let next = nextCheckInDate else { return nil }
return Calendar.current.dateComponents([.day], from: Date().startOfDay, to: next.startOfDay).day
}
private var progressBarTint: Color {
if isOverdue { return .red }
if let days = daysUntilDeadline, days <= 3 { return .orange }
return .appSecondary
}
private var canGoToNextMonth: Bool {
guard let nextMonth = Calendar.current.date(byAdding: .month, value: 1, to: referenceDate) else { return false }
return nextMonth <= Date()
}
private func navigateMonth(offset: Int) {
guard let newDate = Calendar.current.date(byAdding: .month, value: offset, to: referenceDate) else { return }
referenceDate = newDate
monthlyNote = MonthlyCheckInStore.note(for: newDate)
starRating = MonthlyCheckInStore.rating(for: newDate) ?? 0
selectedMood = MonthlyCheckInStore.mood(for: newDate)
viewModel.selectedRange = DateRange.month(containing: newDate)
viewModel.refresh()
}
private var canAddNewCheckIn: Bool {
true
}
var body: some View {
ScrollView {
VStack(spacing: 20) {
headerCard
summaryCard
monthlyHighlightsCard
reflectionCard
sourcesCard
notesCard
journalCard
}
.padding()
}
.navigationBarTitleDisplayMode(.inline)
.toolbar {
ToolbarItem(placement: .principal) {
HStack(spacing: 12) {
Button {
navigateMonth(offset: -1)
} label: {
Image(systemName: "chevron.left")
.font(.subheadline.weight(.semibold))
.foregroundColor(.appPrimary)
}
Text(monthLabel)
.font(.headline)
Button {
navigateMonth(offset: 1)
} label: {
Image(systemName: "chevron.right")
.font(.subheadline.weight(.semibold))
.foregroundColor(canGoToNextMonth ? .appPrimary : .secondary.opacity(0.3))
}
.disabled(!canGoToNextMonth)
}
}
ToolbarItem(placement: .navigationBarTrailing) {
Button {
shareMonthlyCheckIn()
} label: {
Image(systemName: "square.and.arrow.up")
}
}
}
.onAppear {
viewModel.selectedAccount = accountStore.selectedAccount
viewModel.showAllAccounts = accountStore.showAllAccounts
viewModel.selectedRange = DateRange.month(containing: referenceDate)
viewModel.refresh()
monthlyNote = MonthlyCheckInStore.note(for: referenceDate)
starRating = MonthlyCheckInStore.rating(for: referenceDate) ?? 0
selectedMood = MonthlyCheckInStore.mood(for: referenceDate)
}
.onReceive(NotificationCenter.default.publisher(for: .NSManagedObjectContextObjectsDidChange)) { _ in
monthlyNote = MonthlyCheckInStore.note(for: referenceDate)
starRating = MonthlyCheckInStore.rating(for: referenceDate) ?? 0
selectedMood = MonthlyCheckInStore.mood(for: referenceDate)
}
.onReceive(accountStore.$selectedAccount) { account in
viewModel.selectedAccount = account
viewModel.selectedRange = DateRange.month(containing: referenceDate)
viewModel.refresh()
}
.onReceive(accountStore.$showAllAccounts) { showAll in
viewModel.showAllAccounts = showAll
viewModel.selectedRange = DateRange.month(containing: referenceDate)
viewModel.refresh()
}
.sheet(item: $editingSnapshot) { snapshot in
if let source = snapshot.source {
AddSnapshotView(source: source, snapshot: snapshot)
}
}
.sheet(item: $addingSource) { source in
AddSnapshotView(source: source)
}
.sheet(isPresented: $showBatchUpdate) {
viewModel.refresh()
} content: {
let batchSaveDate = referenceDate.isSameMonth(as: Date()) ? Date() : referenceDate.endOfMonth
BatchUpdateView(sources: viewModel.sources, saveDate: batchSaveDate)
}
.onChange(of: starRating) { _, newValue in
MonthlyCheckInStore.setRating(newValue == 0 ? nil : newValue, for: referenceDate)
}
.onChange(of: selectedMood) { _, newValue in
MonthlyCheckInStore.setMood(newValue, for: referenceDate)
}
.confirmationDialog(
"checkin_enjoying_dialog_title",
isPresented: $showAchievementSatisfactionDialog,
titleVisibility: .visible
) {
ForEach(1...5, id: \.self) { value in
Button(value == 1
? String(localized: "rating_1_star")
: String(format: NSLocalizedString("rating_n_stars", comment: ""), value)
) {
if value == 5 {
showAppStoreReviewAlert = true
}
}
}
Button(String(localized: "not_now"), role: .cancel) {}
} message: {
Text("checkin_enjoying_dialog_message")
}
.alert("app_store_review_title", isPresented: $showAppStoreReviewAlert) {
Button(String(localized: "not_now"), role: .cancel) {}
Button(String(localized: "write_review")) {
ReviewPromptService.shared.markStoreReviewCompleted()
openURL(ReviewPromptService.appStoreWriteReviewURL())
}
} message: {
Text("app_store_review_message")
}
}
private var headerCard: some View {
VStack(alignment: .leading, spacing: 8) {
if referenceDate.isSameMonth(as: Date()) {
VStack(alignment: .leading, spacing: 6) {
ProgressView(value: checkInProgress)
.tint(progressBarTint)
if let nextDate = nextCheckInDate {
Text(
String(
format: NSLocalizedString("next_check_in", comment: ""),
nextDate.mediumDateString
)
)
.font(.caption)
.foregroundColor(.secondary)
} else {
Text("Start your first check-in anytime.")
.font(.caption)
.foregroundColor(.secondary)
}
}
}
if let completed = MonthlyCheckInStore.completionDate(for: referenceDate) {
HStack(spacing: 6) {
Image(systemName: "checkmark.circle.fill")
.foregroundColor(.positiveGreen)
Text("Completed \(completed.friendlyDescription)")
.font(.caption)
.foregroundColor(.secondary)
}
}
Button {
let previousUnlockedAchievementKeys = unlockedAchievementKeys()
let now = Date()
let completionDate = referenceDate.isSameMonth(as: now)
? now
: min(referenceDate.endOfMonth, now)
MonthlyCheckInStore.setCompletionDate(completionDate, for: referenceDate)
ReviewPromptService.shared.recordMonthlyCheckInCompleted()
NotificationService.shared.scheduleMonthlyCheckIn()
viewModel.refresh()
let newlyUnlockedAchievementKeys = unlockedAchievementKeys().subtracting(previousUnlockedAchievementKeys)
if ReviewPromptService.shared.shouldAskForAchievementSatisfaction(
newlyUnlockedAchievementKeys: newlyUnlockedAchievementKeys
) {
showAchievementSatisfactionDialog = true
}
} label: {
let isCompleted = MonthlyCheckInStore.completionDate(for: referenceDate) != nil
Text(isCompleted ? "Update Check-in" : "Mark Check-in Complete")
.font(.subheadline.weight(.semibold))
.frame(maxWidth: .infinity)
.padding(.vertical, 10)
.background(isCompleted ? Color.appSecondary.opacity(0.1) : Color.appPrimary.opacity(0.1))
.cornerRadius(AppConstants.UI.cornerRadius)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
private var monthLabel: String {
Self.monthLabel(for: referenceDate, relativeTo: Date(), locale: .current)
}
private func unlockedAchievementKeys() -> Set<String> {
Set(
MonthlyCheckInStore
.achievementStatuses(referenceDate: referenceDate)
.filter(\.isUnlocked)
.map(\.id)
)
}
static func monthLabel(for date: Date, relativeTo referenceDate: Date, locale: Locale) -> String {
let formatter = DateFormatter()
formatter.dateFormat = "LLLL yyyy"
formatter.locale = locale
let effectiveMonth = MonthlyCheckInStore.effectiveMonth(for: date, relativeTo: referenceDate)
return formatter.string(from: effectiveMonth)
}
private var reflectionCard: some View {
VStack(alignment: .leading, spacing: 12) {
HStack {
Text("Monthly Pulse")
.font(.headline)
Spacer()
Text("Optional")
.font(.caption)
.foregroundColor(.secondary)
}
VStack(alignment: .leading, spacing: 8) {
Text("Rate this month")
.font(.subheadline.weight(.semibold))
HStack(spacing: 8) {
ForEach(1...5, id: \.self) { value in
Button {
withAnimation(.easeInOut(duration: AppConstants.Animation.shortDuration)) {
starRating = value == starRating ? 0 : value
}
} label: {
Image(systemName: value <= starRating ? "star.fill" : "star")
.font(.title3)
.foregroundColor(value <= starRating ? .appSecondary : .secondary)
.padding(8)
.background(
Circle()
.fill(value <= starRating ? Color.appSecondary.opacity(0.12) : Color.gray.opacity(0.08))
)
}
.buttonStyle(.plain)
}
Button {
withAnimation(.easeInOut(duration: AppConstants.Animation.shortDuration)) {
starRating = 0
}
} label: {
Text("Skip")
.font(.caption.weight(.semibold))
.padding(.horizontal, 10)
.padding(.vertical, 6)
.background(Color.gray.opacity(0.12))
.cornerRadius(AppConstants.UI.smallCornerRadius)
}
}
}
VStack(alignment: .leading, spacing: 8) {
Text("How did it feel?")
.font(.subheadline.weight(.semibold))
ScrollView(.horizontal, showsIndicators: false) {
HStack(spacing: 10) {
ForEach(MonthlyCheckInMood.allCases) { mood in
Button {
withAnimation(.easeInOut(duration: AppConstants.Animation.shortDuration)) {
selectedMood = selectedMood == mood ? nil : mood
}
} label: {
moodPill(for: mood)
}
.buttonStyle(.plain)
}
}
}
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
private var summaryCard: some View {
VStack(alignment: .leading, spacing: 12) {
Text("Monthly Summary")
.font(.headline)
HStack {
VStack(alignment: .leading, spacing: 4) {
Text("Starting")
.font(.caption)
.foregroundColor(.secondary)
Text(viewModel.monthlySummary.formattedStartingValue)
.font(.subheadline.weight(.semibold))
}
Spacer()
VStack(alignment: .trailing, spacing: 4) {
Text("Ending")
.font(.caption)
.foregroundColor(.secondary)
Text(viewModel.monthlySummary.formattedEndingValue)
.font(.subheadline.weight(.semibold))
}
}
HStack {
VStack(alignment: .leading, spacing: 4) {
Text("Contributions")
.font(.caption)
.foregroundColor(.secondary)
Text(viewModel.monthlySummary.formattedContributions)
.font(.subheadline.weight(.semibold))
}
Spacer()
VStack(alignment: .trailing, spacing: 4) {
Text("Net Performance")
.font(.caption)
.foregroundColor(.secondary)
Text("\(viewModel.monthlySummary.formattedNetPerformance) (\(viewModel.monthlySummary.formattedNetPerformancePercentage))")
.font(.subheadline.weight(.semibold))
.foregroundColor(viewModel.monthlySummary.netPerformance >= 0 ? .positiveGreen : .negativeRed)
}
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
private var sourcePerformances: [(name: String, diff: Decimal, percentage: Double)] {
viewModel.sources.compactMap { source -> (name: String, diff: Decimal, percentage: Double)? in
let snapshots = source.sortedSnapshotsByDateAscending
guard snapshots.count >= 2 else { return nil }
let latest = snapshots[snapshots.count - 1]
let previous = snapshots[snapshots.count - 2]
let diff = latest.decimalValue - previous.decimalValue
let pct = previous.decimalValue > 0
? NSDecimalNumber(decimal: diff / previous.decimalValue * 100).doubleValue
: 0
return (name: source.name, diff: diff, percentage: pct)
}
}
@ViewBuilder
private var monthlyHighlightsCard: some View {
let perfs = sourcePerformances
if perfs.count >= 2 {
let best = perfs.max(by: { $0.percentage < $1.percentage })
let worst = perfs.min(by: { $0.percentage < $1.percentage })
let bestContributor = perfs.max(by: { abs($0.diff) < abs($1.diff) })
VStack(alignment: .leading, spacing: 12) {
Text("Monthly Highlights")
.font(.headline)
if let best {
highlightRow(
icon: "arrow.up.circle.fill",
iconColor: .positiveGreen,
label: "Best Performer",
name: best.name,
percentage: best.percentage,
diff: best.diff,
valueColor: .positiveGreen
)
}
if let worst, worst.name != best?.name {
highlightRow(
icon: "arrow.down.circle.fill",
iconColor: .negativeRed,
label: "Worst Performer",
name: worst.name,
percentage: worst.percentage,
diff: worst.diff,
valueColor: .negativeRed
)
}
if let contributor = bestContributor,
contributor.name != best?.name {
highlightRow(
icon: "star.circle.fill",
iconColor: .appAccent,
label: "Best Contributor",
name: contributor.name,
percentage: contributor.percentage,
diff: contributor.diff,
valueColor: .financialColor(for: contributor.diff)
)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
private func highlightRow(icon: String, iconColor: Color, label: String, name: String, percentage: Double, diff: Decimal, valueColor: Color) -> some View {
HStack {
Image(systemName: icon)
.foregroundColor(iconColor)
VStack(alignment: .leading, spacing: 2) {
Text(label)
.font(.caption)
.foregroundColor(.secondary)
Text(name)
.font(.subheadline.weight(.semibold))
}
Spacer()
VStack(alignment: .trailing, spacing: 2) {
Text(String(format: "%+.1f%%", percentage))
.font(.subheadline.weight(.bold))
.foregroundColor(valueColor)
Text("(\(diff.compactCurrencyString))")
.font(.caption)
.foregroundColor(.secondary)
}
}
}
private var sourcesCard: some View {
VStack(alignment: .leading, spacing: 12) {
HStack {
Text("Update Sources")
.font(.headline)
Spacer()
if viewModel.sources.count > 1 {
Button {
showBatchUpdate = true
} label: {
Label("Batch Update", systemImage: "square.and.pencil")
.font(.caption.weight(.semibold))
.foregroundColor(.appPrimary)
}
}
Text("\(viewModel.sources.count)")
.font(.subheadline)
.foregroundColor(.secondary)
}
if viewModel.sources.isEmpty {
Text("Add sources to start your monthly check-in.")
.font(.subheadline)
.foregroundColor(.secondary)
} else {
ForEach(viewModel.sources, id: \.objectID) { source in
// Month-aware: "updated" means updated FOR THE VIEWED month.
let monthSnapshot = snapshotForViewedMonth(source)
let updatedThisCycle = monthSnapshot != nil
let latestSnapshot = monthSnapshot ?? source.latestSnapshot
let snapshots = source.sortedSnapshotsByDateAscending
let previousSnapshot: Snapshot? = {
guard let ref = latestSnapshot,
let idx = snapshots.firstIndex(where: { $0.objectID == ref.objectID }),
idx > 0 else { return nil }
return snapshots[idx - 1]
}()
let valueDiff: Decimal? = {
guard let latest = latestSnapshot, let previous = previousSnapshot else { return nil }
return latest.decimalValue - previous.decimalValue
}()
Button {
if updatedThisCycle, let snapshot = latestSnapshot {
editingSnapshot = snapshot
} else {
addingSource = source
}
} label: {
HStack {
Circle()
.fill(source.category?.color ?? .gray)
.frame(width: 8, height: 8)
VStack(alignment: .leading, spacing: 2) {
Text(source.name)
.font(.subheadline.weight(.medium))
Text(updatedThisCycle ? "Updated this cycle" : "Needs update")
.font(.caption2)
.foregroundColor(updatedThisCycle ? .positiveGreen : .secondary)
}
Spacer()
if let diff = valueDiff, updatedThisCycle {
Text(diff >= 0 ? "+\(diff.compactCurrencyString)" : diff.compactCurrencyString)
.font(.caption.weight(.semibold))
.foregroundColor(diff >= 0 ? .positiveGreen : .negativeRed)
}
Text(latestSnapshot?.date.relativeDayDescription ?? String(localized: "date_never"))
.font(.caption)
.foregroundColor(.secondary)
Image(systemName: "chevron.right")
.font(.caption)
.foregroundColor(.secondary)
}
}
.buttonStyle(.plain)
}
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
private var notesCard: some View {
VStack(alignment: .leading, spacing: 12) {
Text("Monthly Note")
.font(.headline)
TextEditor(text: $monthlyNote)
.frame(minHeight: 120)
.padding(8)
.background(Color.gray.opacity(0.08))
.cornerRadius(12)
.focused($noteFocused)
.onChange(of: monthlyNote) { _, newValue in
MonthlyCheckInStore.setNote(newValue, for: referenceDate)
}
HStack(spacing: 12) {
NavigationLink {
MonthlyNoteEditorView(date: referenceDate, note: $monthlyNote)
} label: {
Text("Open Full Note")
.font(.subheadline.weight(.semibold))
.frame(maxWidth: .infinity)
.padding(.vertical, 8)
.background(Color.appSecondary.opacity(0.12))
.cornerRadius(AppConstants.UI.cornerRadius)
}
.buttonStyle(.plain)
Button {
viewModel.duplicatePreviousMonthSnapshots(referenceDate: referenceDate)
viewModel.refresh()
} label: {
Text("Duplicate Previous")
.font(.subheadline.weight(.semibold))
.frame(maxWidth: .infinity)
.padding(.vertical, 8)
.background(Color.appPrimary.opacity(0.12))
.cornerRadius(AppConstants.UI.cornerRadius)
}
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
private var journalCard: some View {
VStack(alignment: .leading, spacing: 12) {
Text("Snapshot Notes")
.font(.headline)
if viewModel.recentNotes.isEmpty {
Text("No snapshot notes for this month.")
.font(.subheadline)
.foregroundColor(.secondary)
} else {
ForEach(viewModel.recentNotes, id: \.objectID) { snapshot in
VStack(alignment: .leading, spacing: 4) {
Text(snapshot.source?.name ?? "Source")
.font(.subheadline.weight(.semibold))
Text(snapshot.notes ?? "")
.font(.subheadline)
.foregroundColor(.secondary)
Text(snapshot.date.friendlyDescription)
.font(.caption)
.foregroundColor(.secondary)
}
if snapshot.id != viewModel.recentNotes.last?.id {
Divider()
}
}
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
private func shareMonthlyCheckIn() {
let summary = viewModel.monthlySummary
ShareService.shared.shareMonthlyCheckIn(summary: summary, appName: appDisplayName)
}
private var appDisplayName: String {
if let name = Bundle.main.object(forInfoDictionaryKey: "CFBundleDisplayName") as? String {
return name
}
if let name = Bundle.main.object(forInfoDictionaryKey: "CFBundleName") as? String {
return name
}
return "Portfolio Journal"
}
}
struct AchievementsView: View {
let referenceDate: Date
private var achievementStatuses: [MonthlyCheckInAchievementStatus] {
MonthlyCheckInStore.achievementStatuses(referenceDate: referenceDate)
}
private var unlockedAchievements: [MonthlyCheckInAchievementStatus] {
achievementStatuses.filter { $0.isUnlocked }
}
private var lockedAchievements: [MonthlyCheckInAchievementStatus] {
achievementStatuses.filter { !$0.isUnlocked }
}
var body: some View {
ScrollView {
VStack(spacing: 16) {
headerCard
achievementSection(
title: String(localized: "achievements_unlocked_title"),
subtitle: unlockedAchievements.isEmpty
? String(localized: "achievements_unlocked_empty")
: nil,
achievements: unlockedAchievements,
isLocked: false
)
achievementSection(
title: String(localized: "achievements_locked_title"),
subtitle: lockedAchievements.isEmpty
? String(localized: "achievements_locked_empty")
: nil,
achievements: lockedAchievements,
isLocked: true
)
}
.padding()
}
.navigationTitle(String(localized: "achievements_nav_title"))
.navigationBarTitleDisplayMode(.inline)
}
private var headerCard: some View {
let total = max(achievementStatuses.count, 1)
let unlockedCount = unlockedAchievements.count
return VStack(alignment: .leading, spacing: 8) {
Text(String(localized: "achievements_progress_title"))
.font(.headline)
AchievementMilestoneBar(statuses: achievementStatuses)
Text(
String(
format: NSLocalizedString("achievements_unlocked_count", comment: ""),
unlockedCount,
total
)
)
.font(.subheadline)
.foregroundColor(.secondary)
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
private func achievementSection(
title: String,
subtitle: String?,
achievements: [MonthlyCheckInAchievementStatus],
isLocked: Bool
) -> some View {
VStack(alignment: .leading, spacing: 12) {
Text(title)
.font(.headline)
if let subtitle {
Text(subtitle)
.font(.subheadline)
.foregroundColor(.secondary)
}
if achievements.isEmpty {
EmptyView()
} else {
ForEach(achievements) { status in
achievementRow(status, isLocked: isLocked)
}
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
private func achievementRow(_ status: MonthlyCheckInAchievementStatus, isLocked: Bool) -> some View {
HStack(alignment: .center, spacing: 12) {
ZStack {
Circle()
.fill(isLocked ? Color.gray.opacity(0.2) : Color.appSecondary.opacity(0.18))
.frame(width: 42, height: 42)
Image(systemName: status.achievement.icon)
.font(.headline)
.foregroundColor(isLocked ? .secondary : .appSecondary)
}
VStack(alignment: .leading, spacing: 2) {
Text(status.achievement.title)
.font(.subheadline.weight(.semibold))
Text(status.achievement.detail)
.font(.caption)
.foregroundColor(.secondary)
}
Spacer()
if isLocked {
Image(systemName: "lock.fill")
.font(.caption)
.foregroundColor(.secondary)
}
}
.padding(10)
.background(isLocked ? Color.gray.opacity(0.08) : Color.appSecondary.opacity(0.12))
.cornerRadius(AppConstants.UI.smallCornerRadius)
}
}
private extension MonthlyCheckInView {
func isSnapshotInCurrentCycle(_ snapshot: Snapshot?) -> Bool {
guard let snapshot, let last = lastCompletionDate else { return false }
return snapshot.date >= Calendar.current.startOfDay(for: last)
}
/// The effective (year, month) of the check-in month currently being viewed.
private var viewedMonthComponents: DateComponents {
let effective = MonthlyCheckInStore.effectiveMonth(for: referenceDate, relativeTo: referenceDate)
return Calendar.current.dateComponents([.year, .month], from: effective)
}
/// The source's snapshot that belongs to the VIEWED month (not the global
/// latest) so a past month shows "Updated" for the sources it recorded,
/// instead of "Needs update" for everything.
func snapshotForViewedMonth(_ source: InvestmentSource) -> Snapshot? {
let target = viewedMonthComponents
return source.sortedSnapshotsByDateAscending.last { snapshot in
let eff = MonthlyCheckInStore.effectiveMonth(for: snapshot.date, relativeTo: snapshot.date)
let c = Calendar.current.dateComponents([.year, .month], from: eff)
return c.year == target.year && c.month == target.month
}
}
@ViewBuilder
func moodPill(for mood: MonthlyCheckInMood) -> some View {
let isSelected = selectedMood == mood
HStack(alignment: .center, spacing: 8) {
Image(systemName: mood.iconName)
.font(.body)
.foregroundColor(isSelected ? moodColor(for: mood) : .secondary)
VStack(alignment: .leading, spacing: 2) {
Text(mood.title)
.font(.subheadline.weight(.semibold))
Text(mood.detail)
.font(.caption2)
.foregroundColor(.secondary)
}
}
.padding(10)
.background(isSelected ? moodColor(for: mood).opacity(0.16) : Color.gray.opacity(0.08))
.overlay(
RoundedRectangle(cornerRadius: AppConstants.UI.smallCornerRadius)
.stroke(isSelected ? moodColor(for: mood) : Color.clear, lineWidth: 1)
)
.cornerRadius(AppConstants.UI.smallCornerRadius)
}
func moodColor(for mood: MonthlyCheckInMood) -> Color {
switch mood {
case .energized: return .appSecondary
case .confident: return .appPrimary
case .balanced: return .teal
case .cautious: return .orange
case .stressed: return .red
}
}
}
// MARK: - Achievement Milestone Bar
struct AchievementMilestoneBar: View {
let statuses: [MonthlyCheckInAchievementStatus]
var body: some View {
let sorted = statuses.sorted { $0.isUnlocked && !$1.isUnlocked }
let unlockedCount = sorted.filter(\.isUnlocked).count
let total = max(sorted.count, 1)
let progress = Double(unlockedCount) / Double(total)
GeometryReader { geo in
let barWidth = geo.size.width
let circleSize: CGFloat = 18
let barY = geo.size.height / 2
// Background track
Capsule()
.fill(Color.gray.opacity(0.2))
.frame(width: barWidth, height: 6)
.position(x: barWidth / 2, y: barY)
// Filled track
Capsule()
.fill(Color.positiveGreen)
.frame(width: barWidth * progress, height: 6)
.position(x: barWidth * progress / 2, y: barY)
// Milestone circles on the bar
ForEach(Array(sorted.enumerated()), id: \.element.id) { index, status in
let x = total == 1
? barWidth / 2
: circleSize / 2 + (barWidth - circleSize) * Double(index) / Double(total - 1)
ZStack {
Circle()
.fill(status.isUnlocked ? Color.positiveGreen : Color.gray.opacity(0.3))
.frame(width: circleSize, height: circleSize)
Circle()
.stroke(Color(.systemBackground), lineWidth: 2)
.frame(width: circleSize, height: circleSize)
if status.isUnlocked {
Image(systemName: "checkmark")
.font(.system(size: 8, weight: .bold))
.foregroundColor(.white)
}
}
.position(x: x, y: barY)
}
}
.frame(height: 24)
}
}
// MARK: - Batch Update View
struct BatchUpdateView: View {
@Environment(\.dismiss) private var dismiss
let sources: [InvestmentSource]
let saveDate: Date
@State private var values: [UUID: String] = [:]
@State private var contributions: [UUID: String] = [:]
@State private var savedCount = 0
init(sources: [InvestmentSource], saveDate: Date = Date()) {
self.sources = sources
self.saveDate = saveDate
}
var body: some View {
NavigationStack {
List {
ForEach(sources, id: \.objectID) { source in
sourceRow(source)
}
if filledCount > 0 {
Section {
Button {
saveAll()
} label: {
Text(filledCount == 1
? String(localized: "save_1_snapshot")
: String(format: NSLocalizedString("save_n_snapshots", comment: ""), filledCount))
.font(.headline)
.frame(maxWidth: .infinity)
}
}
}
}
.navigationTitle("Batch Update")
.navigationBarTitleDisplayMode(.inline)
.toolbar {
ToolbarItem(placement: .navigationBarLeading) {
Button("Cancel") { dismiss() }
}
ToolbarItem(placement: .navigationBarTrailing) {
Button("Save") { saveAll() }
.disabled(filledCount == 0)
.fontWeight(.semibold)
}
}
.onAppear {
prefillCurrentValues()
}
}
}
private func sourceRow(_ source: InvestmentSource) -> some View {
let currencyCode = source.account?.currency
?? AppSettings.getOrCreate(in: CoreDataStack.shared.viewContext).currency
let symbol = CurrencyFormatter.symbol(for: currencyCode)
let previousValue = source.latestSnapshot?.decimalValue
let isDetailed = InputMode(rawValue: source.account?.inputMode ?? "") == .detailed
let valueBinding = Binding<String>(
get: { values[source.id] ?? "" },
set: { values[source.id] = $0 }
)
let contributionBinding = Binding<String>(
get: { contributions[source.id] ?? "" },
set: { contributions[source.id] = $0 }
)
return VStack(alignment: .leading, spacing: 6) {
HStack(spacing: 8) {
Circle()
.fill(source.category?.color ?? .gray)
.frame(width: 8, height: 8)
Text(source.name)
.font(.subheadline.weight(.medium))
Spacer()
if let prev = previousValue {
Text(prev.currencyString)
.font(.caption)
.foregroundColor(.secondary)
}
}
HStack {
Text(symbol)
.foregroundColor(.secondary)
TextField("Current value", text: valueBinding)
.keyboardType(.decimalPad)
}
.padding(8)
.background(Color.gray.opacity(0.08))
.cornerRadius(8)
if isDetailed {
HStack {
Image(systemName: "plus.circle")
.font(.caption)
.foregroundColor(.secondary)
TextField("Contribution this period (optional)", text: contributionBinding)
.keyboardType(.decimalPad)
.font(.subheadline)
.foregroundColor(.secondary)
}
.padding(8)
.background(Color.appSecondary.opacity(0.06))
.cornerRadius(8)
}
}
.padding(.vertical, 2)
}
private var filledCount: Int {
values.values.filter { !$0.trimmingCharacters(in: .whitespaces).isEmpty }.count
}
private func prefillCurrentValues() {
for source in sources {
guard values[source.id] == nil,
let latest = source.latestSnapshot else { continue }
let currencyCode = source.account?.currency
?? AppSettings.getOrCreate(in: CoreDataStack.shared.viewContext).currency
values[source.id] = CurrencyFormatter.formatForInput(latest.decimalValue, currencyCode: currencyCode)
}
}
private func saveAll() {
let repository = SnapshotRepository()
var count = 0
for source in sources {
guard let input = values[source.id],
!input.trimmingCharacters(in: .whitespaces).isEmpty else { continue }
let currencyCode = source.account?.currency
?? AppSettings.getOrCreate(in: CoreDataStack.shared.viewContext).currency
let symbol = CurrencyFormatter.symbol(for: currencyCode)
guard let parsed = CurrencyFormatter.parseUserInput(input, currencySymbol: symbol),
parsed >= 0 else { continue }
let contributionInput = contributions[source.id] ?? ""
let parsedContribution: Decimal? = contributionInput.trimmingCharacters(in: .whitespaces).isEmpty
? nil
: CurrencyFormatter.parseUserInput(contributionInput, currencySymbol: symbol)
repository.createSnapshot(
for: source,
date: saveDate,
value: parsed,
contribution: parsedContribution
)
NotificationService.shared.scheduleReminder(for: source)
count += 1
}
savedCount = count
dismiss()
}
}
#Preview {
NavigationStack {
MonthlyCheckInView()
.environmentObject(AccountStore(iapService: IAPService()))
}
}