b48a47ce10
- 1A: Notificación mensual de resumen de portfolio (día 5 de cada mes) - 1B: Badge de racha mensual en Dashboard (streak counter) - 1C: Empty states mejorados en Goals y Journal con CTAs claros - 2A: Quick Update sheet — actualiza todas las fuentes desde una pantalla - 2B: Notificación batch update redirige al Quick Update sheet - 2C: Widget deep link portfoliojournal://quickupdate abre Quick Update - 3A: App Store version check banner en Settings - 3C: What's New sheet en primer launch de versión nueva - Localización completa en 7 idiomas para todas las nuevas strings Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
684 lines
25 KiB
Swift
684 lines
25 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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@Published var showingPaywall = false
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// MARK: - Chart Data
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@Published var evolutionData: [(date: Date, value: Decimal)] = []
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@Published var updateStreak: Int = 0
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// MARK: - Portfolio Forecast
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@Published var portfolioForecast: PortfolioForecast?
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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 let predictionEngine: PredictionEngine
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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 var refreshTask: Task<Void, Never>?
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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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self.predictionEngine = .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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// Cancel any previous refresh task to avoid stale updates
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refreshTask?.cancel()
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refreshTask = Task { [weak self] in
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guard let self else { return }
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while self.refreshQueued && !Task.isCancelled {
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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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/// Cancel any ongoing background tasks - call when view disappears
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func cancelPendingTasks() {
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refreshTask?.cancel()
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refreshTask = nil
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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 (only completed monthly check-ins)
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let completedSnapshots = filterSnapshotsForCharts(
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sources: sources,
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snapshots: allSnapshots
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)
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updateEvolutionData(from: completedSnapshots, categories: categories)
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latestPortfolioChange = calculateLatestCheckInChange(
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sources: sources,
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snapshots: allSnapshots,
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fallback: evolutionData
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)
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// Calculate portfolio forecast
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updatePortfolioForecast()
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// Compute update streak
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updateStreak = computeStreak(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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let safeSelectedAccountId = selectedAccount?.safeId
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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 != safeSelectedAccountId || 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 = safeSelectedAccountId
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lastShowAllAccounts = showAllAccounts
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cachedSourcesHash = currentHash
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if showAllAccounts || safeSelectedAccountId == nil {
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cachedFilteredSources = sourceRepository.sources
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} else {
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cachedFilteredSources = sourceRepository.sources.filter { $0.account?.id == safeSelectedAccountId }
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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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let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
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let groupedByMonth = Dictionary(grouping: sortedSnapshots) { snapshot -> DateComponents in
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let components = Calendar.current.dateComponents([.year, .month], from: snapshot.date)
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return DateComponents(year: components.year, month: components.month)
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}
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var evolution: [(date: Date, value: Decimal)] = []
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evolution.reserveCapacity(groupedByMonth.count)
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var series: [(date: Date, valuesByCategory: [UUID: Decimal])] = []
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series.reserveCapacity(groupedByMonth.count)
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var categoryTotals: [UUID: Decimal] = [:]
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for (key, monthSnapshots) in groupedByMonth {
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var latestBySource: [UUID: Snapshot] = [:]
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for snapshot in monthSnapshots {
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guard let sourceId = snapshot.source?.id else { continue }
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if let existing = latestBySource[sourceId] {
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if snapshot.date > existing.date {
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latestBySource[sourceId] = snapshot
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}
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} else {
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latestBySource[sourceId] = snapshot
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}
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}
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var total: Decimal = 0
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var valuesByCategory: [UUID: Decimal] = [:]
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for snapshot in latestBySource.values {
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let value = snapshot.decimalValue
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total += value
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if let categoryId = snapshot.source?.category?.id {
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valuesByCategory[categoryId, default: 0] += value
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categoryTotals[categoryId, default: 0] += value
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}
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}
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let date = Calendar.current.date(from: key) ?? Date()
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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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evolution.sort { $0.date < $1.date }
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series.sort { $0.date < $1.date }
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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 completedMonthKeys(
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sources: [InvestmentSource],
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snapshots: [Snapshot],
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after cutoff: Date
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) -> Set<DateComponents> {
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let sourceIds = Set(sources.compactMap { $0.id })
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guard !sourceIds.isEmpty else { return [] }
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let groupedByMonth = Dictionary(grouping: snapshots) { snapshot -> DateComponents in
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let components = Calendar.current.dateComponents([.year, .month], from: snapshot.date)
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return DateComponents(year: components.year, month: components.month)
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}
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var completed: Set<DateComponents> = []
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completed.reserveCapacity(groupedByMonth.count)
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for (key, monthSnapshots) in groupedByMonth {
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guard let monthDate = Calendar.current.date(from: key) else { continue }
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guard monthDate > cutoff else { continue }
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guard MonthlyCheckInStore.completionDate(for: monthDate) != nil else { continue }
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let monthSourceIds = Set(monthSnapshots.compactMap { $0.source?.id })
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if sourceIds.isSubset(of: monthSourceIds) {
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completed.insert(key)
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}
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}
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return completed
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}
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private func filterSnapshotsForCharts(
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sources: [InvestmentSource],
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snapshots: [Snapshot]
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) -> [Snapshot] {
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guard let lastCompleted = MonthlyCheckInStore.latestCompletionDate()?.startOfMonth else {
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return snapshots
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}
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let completedMonthsAfter = completedMonthKeys(
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sources: sources,
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snapshots: snapshots,
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after: lastCompleted
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)
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return snapshots.filter { snapshot in
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let monthDate = snapshot.date.startOfMonth
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if let completionDate = MonthlyCheckInStore.completionDate(for: monthDate),
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snapshot.date > completionDate {
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return false
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}
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if monthDate <= lastCompleted {
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return true
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}
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let components = Calendar.current.dateComponents([.year, .month], from: snapshot.date)
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let key = DateComponents(year: components.year, month: components.month)
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return completedMonthsAfter.contains(key)
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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 check-in")
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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 check-in")
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}
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private func calculateLatestCheckInChange(
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sources: [InvestmentSource],
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snapshots: [Snapshot],
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fallback: [(date: Date, value: Decimal)]
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) -> PortfolioChange {
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let completedMonths = MonthlyCheckInStore.allEntries()
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.compactMap { entry -> Date? in
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entry.entry.completionDate != nil ? entry.date.startOfMonth : nil
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}
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.sorted()
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guard completedMonths.count >= 2 else {
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return calculateLatestChange(from: fallback)
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}
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let lastMonth = completedMonths[completedMonths.count - 1]
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let previousMonth = completedMonths[completedMonths.count - 2]
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let lastCompletion = MonthlyCheckInStore.completionDate(for: lastMonth) ?? lastMonth.endOfMonth
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let previousCompletion = MonthlyCheckInStore.completionDate(for: previousMonth) ?? previousMonth.endOfMonth
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let lastValue = totalPortfolioValue(asOf: lastCompletion, sources: sources, snapshots: snapshots)
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let previousValue = totalPortfolioValue(asOf: previousCompletion, sources: sources, snapshots: snapshots)
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let absolute = lastValue - previousValue
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let percentage = previousValue > 0
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? NSDecimalNumber(decimal: absolute / previousValue).doubleValue * 100
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: 0
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return PortfolioChange(absolute: absolute, percentage: percentage, label: "since last check-in")
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}
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private func totalPortfolioValue(
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asOf date: Date,
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sources: [InvestmentSource],
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snapshots: [Snapshot]
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) -> Decimal {
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let snapshotsBySource = Dictionary(grouping: snapshots) { $0.source?.id }
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var total = Decimal.zero
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for source in sources {
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let sourceId = source.id
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guard let sourceSnapshots = snapshotsBySource[sourceId] else { continue }
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if let latest = sourceSnapshots
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.filter({ $0.date <= date })
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.max(by: { $0.date < $1.date }) {
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total += latest.decimalValue
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}
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}
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return total
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}
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private func updatePortfolioForecast() {
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// Need at least 3 data points for meaningful forecast
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guard evolutionData.count >= 3 else {
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portfolioForecast = nil
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return
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}
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let currentValue = evolutionData.last?.value ?? 0
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// Use the evolution data to predict 12 months ahead
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// Create "virtual snapshots" from evolution data for the prediction engine
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let virtualSnapshots = evolutionData.map { dataPoint -> VirtualSnapshot in
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VirtualSnapshot(date: dataPoint.date, value: dataPoint.value)
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}
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// Calculate using Holt-Winters or linear trend based on data volatility
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let values = virtualSnapshots.map { NSDecimalNumber(decimal: $0.value).doubleValue }
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guard values.count >= 3 else {
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portfolioForecast = nil
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return
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}
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// Calculate monthly growth rate from recent data
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let recentData = Array(virtualSnapshots.suffix(min(12, virtualSnapshots.count)))
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guard let firstPoint = recentData.first, let lastPoint = recentData.last,
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firstPoint.value > 0 else {
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portfolioForecast = nil
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return
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}
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let monthsBetween = max(1, firstPoint.date.monthsBetween(lastPoint.date))
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let totalGrowth = lastPoint.value - firstPoint.value
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let monthlyGrowth = totalGrowth / Decimal(monthsBetween)
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// Project 12 months ahead
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let forecastValue = currentValue + (monthlyGrowth * 12)
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// Calculate confidence interval based on volatility
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let volatility = calculatePortfolioVolatility(from: values)
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let confidenceWidth = NSDecimalNumber(decimal: currentValue).doubleValue * volatility * 0.5
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portfolioForecast = PortfolioForecast(
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currentValue: currentValue,
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forecastValue: forecastValue,
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forecastDate: Calendar.current.date(byAdding: .month, value: 12, to: Date()) ?? Date(),
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confidenceLower: Decimal(max(0, NSDecimalNumber(decimal: forecastValue).doubleValue - confidenceWidth)),
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confidenceUpper: forecastValue + Decimal(confidenceWidth),
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monthlyGrowthRate: monthlyGrowth,
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annualizedGrowthRate: calculateAnnualizedGrowth(from: virtualSnapshots)
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)
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}
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private func calculatePortfolioVolatility(from values: [Double]) -> Double {
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guard values.count >= 2 else { return 0 }
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var returns: [Double] = []
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for i in 1..<values.count {
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guard values[i - 1] != 0 else { continue }
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let periodReturn = (values[i] - values[i - 1]) / values[i - 1]
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returns.append(periodReturn)
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}
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guard !returns.isEmpty else { return 0 }
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let mean = returns.reduce(0, +) / Double(returns.count)
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let squaredDiffs = returns.map { pow($0 - mean, 2) }
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|
let variance = squaredDiffs.reduce(0, +) / Double(max(1, returns.count - 1))
|
|
return sqrt(variance)
|
|
}
|
|
|
|
private func calculateAnnualizedGrowth(from snapshots: [VirtualSnapshot]) -> Decimal {
|
|
guard let first = snapshots.first, let last = snapshots.last,
|
|
first.value > 0 else { return 0 }
|
|
|
|
let monthsBetween = max(1, first.date.monthsBetween(last.date))
|
|
let totalReturn = (last.value - first.value) / first.value
|
|
|
|
// Annualize: (1 + total_return)^(12/months) - 1
|
|
let monthlyReturn = totalReturn / Decimal(monthsBetween)
|
|
let annualized = monthlyReturn * 12
|
|
return annualized
|
|
}
|
|
|
|
private func computeStreak(from evolutionData: [(date: Date, value: Decimal)]) -> Int {
|
|
guard !evolutionData.isEmpty else { return 0 }
|
|
let calendar = Calendar.current
|
|
|
|
// Group into (year, month) set
|
|
let monthSet: Set<DateComponents> = Set(evolutionData.map { point in
|
|
let comps = calendar.dateComponents([.year, .month], from: point.date)
|
|
return DateComponents(year: comps.year, month: comps.month)
|
|
})
|
|
|
|
// Get sorted unique months descending
|
|
let sortedMonths = monthSet
|
|
.compactMap { comps -> Date? in calendar.date(from: comps) }
|
|
.sorted(by: >)
|
|
|
|
guard let mostRecent = sortedMonths.first else { return 0 }
|
|
|
|
var streak = 1
|
|
var current = mostRecent
|
|
|
|
for i in 1..<sortedMonths.count {
|
|
guard let expected = calendar.date(byAdding: .month, value: -1, to: current) else { break }
|
|
let prev = sortedMonths[i]
|
|
let prevComps = calendar.dateComponents([.year, .month], from: prev)
|
|
let expectedComps = calendar.dateComponents([.year, .month], from: expected)
|
|
if prevComps.year == expectedComps.year && prevComps.month == expectedComps.month {
|
|
streak += 1
|
|
current = prev
|
|
} else {
|
|
break
|
|
}
|
|
}
|
|
|
|
return streak
|
|
}
|
|
|
|
// Virtual snapshot for forecast calculations
|
|
private struct VirtualSnapshot {
|
|
let date: Date
|
|
let value: Decimal
|
|
}
|
|
|
|
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"
|
|
}
|
|
}
|