Files
InvestmentTrackerApp/PortfolioJournal/Utilities/MonthlyContributionStore.swift
T
alexandrev-tibco 9927d21b86 Sync monthly contributions y allocation targets vía iCloud (CoreData)
Ambos vivían en UserDefaults (device-local, no sincroniza). Migrados a atributos
CoreData en entidades ya syncable=YES, así que ahora sincronizan por CloudKit:

- InvestmentSource.monthlyContribution (Decimal, opcional)
- Category.allocationTarget (Double, opcional)

Los stores mantienen su API por UUID (0 cambios en call sites) pero ahora leen/escriben
del atributo CoreData vía fetch por id. migrateIfNeeded(context:) mueve una sola vez los
valores del diccionario UserDefaults legacy al modelo y borra la clave; enganchado en
CoreDataStack.loadPersistentStores junto a MonthlyCheckInStore.

DashboardLayoutStore se mantiene en UserDefaults a propósito (preferencia de UI por
dispositivo: el columnSpan solo aplica en iPad).

NOTA: requiere desplegar el schema CloudKit a producción (CD_monthlyContribution,
CD_allocationTarget) antes de que sincronice en TestFlight/App Store.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015qUZrBusG82T37R7PeokqJ
2026-07-01 09:28:37 +02:00

60 lines
2.4 KiB
Swift

import Foundation
import CoreData
/// Per-source recurring monthly contribution amount.
///
/// Backed by the `InvestmentSource.monthlyContribution` Core Data attribute so the value
/// syncs across devices via iCloud/CloudKit. Previously stored in `UserDefaults`, which is
/// device-local and did NOT sync `migrateIfNeeded(context:)` moves any legacy value over.
enum MonthlyContributionStore {
/// Legacy UserDefaults key (pre-iCloud). Only read once during migration.
private static let legacyKey = "monthlyContributions"
private static var viewContext: NSManagedObjectContext { CoreDataStack.shared.viewContext }
static func contribution(for sourceId: UUID) -> Decimal? {
guard let source = fetchSource(sourceId),
let amount = source.monthlyContribution?.decimalValue,
amount > 0 else { return nil }
return amount
}
static func setContribution(_ amount: Decimal?, for sourceId: UUID) {
guard let source = fetchSource(sourceId) else { return }
if let amount, amount > 0 {
source.monthlyContribution = NSDecimalNumber(decimal: amount)
} else {
source.monthlyContribution = nil
}
try? viewContext.save()
}
private static func fetchSource(_ id: UUID) -> InvestmentSource? {
let request = InvestmentSource.fetchRequest()
request.predicate = NSPredicate(format: "id == %@", id as CVarArg)
request.fetchLimit = 1
return try? viewContext.fetch(request).first
}
// MARK: - Migration
/// One-time migration of legacy UserDefaults contributions into Core Data so they sync
/// via iCloud. Runs on every launch but is a no-op once the legacy key is cleared.
static func migrateIfNeeded(context: NSManagedObjectContext) {
guard let data = UserDefaults.standard.data(forKey: legacyKey),
let dict = try? JSONDecoder().decode([String: Double].self, from: data),
!dict.isEmpty else { return }
let sources = (try? context.fetch(InvestmentSource.fetchRequest())) ?? []
var changed = false
for source in sources where source.monthlyContribution == nil {
if let raw = dict[source.id.uuidString], raw > 0 {
source.monthlyContribution = NSDecimalNumber(value: raw)
changed = true
}
}
if changed { try? context.save() }
UserDefaults.standard.removeObject(forKey: legacyKey)
}
}