InvestmentTrackerApp/PortfolioJournalWidget/InvestmentWidget.swift

1031 lines
37 KiB
Swift

import WidgetKit
import SwiftUI
import CoreData
private let appGroupIdentifier = "group.com.alexandrevazquez.portfoliojournal"
private let storeFileName = "PortfolioJournal.sqlite"
private let sharedPremiumKey = "premiumUnlocked"
private let widgetPrimaryColor = Color(hex: "#3B82F6") ?? .blue
private let widgetSecondaryColor = Color(hex: "#10B981") ?? .green
private func sharedStoreURL() -> URL? {
return FileManager.default
.containerURL(forSecurityApplicationGroupIdentifier: appGroupIdentifier)?
.appendingPathComponent(storeFileName)
}
private func createWidgetContainer() -> NSPersistentContainer? {
guard let modelURL = Bundle.main.url(forResource: "PortfolioJournal", withExtension: "momd"),
let model = NSManagedObjectModel(contentsOf: modelURL) else {
return nil
}
let container = NSPersistentContainer(name: "PortfolioJournal", managedObjectModel: model)
guard let storeURL = sharedStoreURL(),
FileManager.default.fileExists(atPath: storeURL.path) else {
return nil
}
let description = NSPersistentStoreDescription(url: storeURL)
description.isReadOnly = true
description.shouldMigrateStoreAutomatically = true
description.shouldInferMappingModelAutomatically = true
container.persistentStoreDescriptions = [description]
var loadError: Error?
container.loadPersistentStores { _, error in
loadError = error
}
if loadError != nil {
return nil
}
return container
}
// MARK: - Widget Entry
struct InvestmentWidgetEntry: TimelineEntry {
let date: Date
let isPremium: Bool
let totalValue: Decimal
let dayChange: Decimal
let dayChangePercentage: Double
let topSources: [(name: String, value: Decimal, color: String)]
let trendPoints: [Decimal]
let trendLabels: [String]
let categoryEvolution: [CategorySeries]
let categoryTotals: [(name: String, value: Decimal, color: String)]
let goals: [GoalSummary]
}
struct CategorySeries: Identifiable {
let id: String
let name: String
let color: String
let points: [Decimal]
let latestValue: Decimal
}
struct GoalSummary: Identifiable {
let id = UUID()
let name: String
let targetAmount: Decimal
let targetDate: Date?
}
// MARK: - Widget Provider
struct InvestmentWidgetProvider: TimelineProvider {
func placeholder(in context: Context) -> InvestmentWidgetEntry {
InvestmentWidgetEntry(
date: Date(),
isPremium: true,
totalValue: 50000,
dayChange: 250,
dayChangePercentage: 0.5,
topSources: [
("Stocks", 30000, "#10B981"),
("Bonds", 15000, "#3B82F6"),
("Real Estate", 5000, "#F59E0B")
],
trendPoints: [45000, 46000, 47000, 48000, 49000, 50000],
trendLabels: ["Aug", "Sep", "Oct", "Nov", "Dec", "Jan"],
categoryEvolution: [
CategorySeries(
id: "stocks",
name: "Stocks",
color: "#10B981",
points: [20000, 21000, 22000, 23000, 24000, 25000, 26000],
latestValue: 26000
),
CategorySeries(
id: "bonds",
name: "Bonds",
color: "#3B82F6",
points: [12000, 12000, 12500, 13000, 13500, 14000, 14500],
latestValue: 14500
),
CategorySeries(
id: "realestate",
name: "Real Estate",
color: "#F59E0B",
points: [6000, 6200, 6400, 6500, 6600, 6700, 6800],
latestValue: 6800
)
],
categoryTotals: [
("Stocks", 26000, "#10B981"),
("Bonds", 14500, "#3B82F6"),
("Real Estate", 6800, "#F59E0B")
],
goals: [
GoalSummary(name: "Target", targetAmount: 75000, targetDate: nil)
]
)
}
func getSnapshot(in context: Context, completion: @escaping (InvestmentWidgetEntry) -> Void) {
let entry = fetchData()
completion(entry)
}
func getTimeline(in context: Context, completion: @escaping (Timeline<InvestmentWidgetEntry>) -> Void) {
let entry = fetchData()
// Refresh every hour
let nextUpdate = Calendar.current.date(byAdding: .hour, value: 1, to: Date()) ?? Date()
let timeline = Timeline(entries: [entry], policy: .after(nextUpdate))
completion(timeline)
}
private func fetchData() -> InvestmentWidgetEntry {
let isPremium = UserDefaults(suiteName: appGroupIdentifier)?.bool(forKey: sharedPremiumKey) ?? false
guard let container = createWidgetContainer() else {
return InvestmentWidgetEntry(
date: Date(),
isPremium: isPremium,
totalValue: 0,
dayChange: 0,
dayChangePercentage: 0,
topSources: [],
trendPoints: [],
trendLabels: [],
categoryEvolution: [],
categoryTotals: [],
goals: []
)
}
let context = container.viewContext
func decimalValue(from object: NSManagedObject, key: String) -> Decimal {
if let number = object.value(forKey: key) as? NSDecimalNumber {
return number.decimalValue
}
if let dbl = object.value(forKey: key) as? Double {
return Decimal(dbl)
}
if let num = object.value(forKey: key) as? NSNumber {
return Decimal(num.doubleValue)
}
return .zero
}
// Build daily totals from snapshots for change/sparkline and category evolution.
let snapshotRequest = NSFetchRequest<NSManagedObject>(entityName: "Snapshot")
snapshotRequest.sortDescriptors = [NSSortDescriptor(key: "date", ascending: true)]
let snapshots = (try? context.fetch(snapshotRequest)) ?? []
var dailyTotals: [Date: Decimal] = [:]
var monthlyTotals: [Date: Decimal] = [:]
var latestBySource: [NSManagedObjectID: (date: Date, value: Decimal, source: NSManagedObject)] = [:]
var categoryMonthlyTotals: [String: [Date: Decimal]] = [:]
var categoryMeta: [String: (name: String, color: String)] = [:]
let calendar = Calendar.current
for snapshot in snapshots {
guard let rawDate = snapshot.value(forKey: "date") as? Date else { continue }
let day = calendar.startOfDay(for: rawDate)
let month = calendar.date(from: calendar.dateComponents([.year, .month], from: rawDate)) ?? day
let value = decimalValue(from: snapshot, key: "value")
dailyTotals[day, default: .zero] += value
monthlyTotals[month, default: .zero] += value
if let source = snapshot.value(forKey: "source") as? NSManagedObject {
let sourceId = source.objectID
if let existing = latestBySource[sourceId] {
if rawDate > existing.date {
latestBySource[sourceId] = (rawDate, value, source)
}
} else {
latestBySource[sourceId] = (rawDate, value, source)
}
var categoryId = "uncategorized"
var categoryName = "Uncategorized"
var categoryColor = "#94A3B8"
if let category = source.value(forKey: "category") as? NSManagedObject {
categoryId = category.objectID.uriRepresentation().absoluteString
categoryName = (category.value(forKey: "name") as? String) ?? categoryName
if let colorHex = category.value(forKey: "colorHex") as? String, !colorHex.isEmpty {
categoryColor = colorHex
}
}
categoryMeta[categoryId] = (categoryName, categoryColor)
var monthTotals = categoryMonthlyTotals[categoryId, default: [:]]
monthTotals[month, default: .zero] += value
categoryMonthlyTotals[categoryId] = monthTotals
}
}
let sortedTotals = dailyTotals
.map { ($0.key, $0.value) }
.sorted { $0.0 < $1.0 }
let sortedMonths = monthlyTotals
.map { ($0.key, $0.value) }
.sorted { $0.0 < $1.0 }
let months: [Date]
let trendPoints: [Decimal]
let trendLabels: [String]
if sortedMonths.isEmpty {
months = []
trendPoints = []
trendLabels = []
} else {
let latestMonth = sortedMonths.last?.0 ??
(calendar.date(from: calendar.dateComponents([.year, .month], from: Date())) ?? Date())
months = (0..<6).reversed().compactMap { offset in
calendar.date(byAdding: .month, value: -offset, to: latestMonth)
}
let monthFormatter = DateFormatter()
monthFormatter.dateFormat = "MMM"
trendPoints = months.map { monthlyTotals[$0] ?? .zero }
trendLabels = months.map { monthFormatter.string(from: $0) }
}
let totalValue = latestBySource.values.reduce(Decimal.zero) { $0 + $1.value }
let mappedSources: [(name: String, value: Decimal, color: String)] = latestBySource.values.map { entry in
let source = entry.source
let name = (source.value(forKey: "name") as? String) ?? "Unknown"
var color = "#3B82F6"
if let category = source.value(forKey: "category") as? NSManagedObject,
let colorHex = category.value(forKey: "colorHex") as? String,
!colorHex.isEmpty {
color = colorHex
}
return (name: name, value: entry.value, color: color)
}
let topSources = mappedSources
.sorted { $0.value > $1.value }
.prefix(3)
var categoryTotalsMap: [String: Decimal] = [:]
for entry in latestBySource.values {
let source = entry.source
let categoryId: String = {
if let category = source.value(forKey: "category") as? NSManagedObject {
return category.objectID.uriRepresentation().absoluteString
}
return "uncategorized"
}()
categoryTotalsMap[categoryId, default: .zero] += entry.value
}
let categoryTotalsData = categoryTotalsMap
.map { key, value in
let meta = categoryMeta[key] ?? ("Uncategorized", "#94A3B8")
return (id: key, name: meta.0, value: value, color: meta.1)
}
.sorted { $0.value > $1.value }
let categoryEvolution: [CategorySeries] = categoryTotalsData.prefix(4).map { category in
let monthMap = categoryMonthlyTotals[category.id] ?? [:]
let points = months.map { monthMap[$0] ?? .zero }
return CategorySeries(
id: category.id,
name: category.name,
color: category.color,
points: points,
latestValue: category.value
)
}
var dayChange: Decimal = 0
var dayChangePercentage: Double = 0
if sortedTotals.count >= 2 {
let last = sortedTotals[sortedTotals.count - 1].1
let previous = sortedTotals[sortedTotals.count - 2].1
dayChange = last - previous
if previous != 0 {
dayChangePercentage = NSDecimalNumber(decimal: dayChange / previous).doubleValue * 100
}
}
let goalsRequest = NSFetchRequest<NSManagedObject>(entityName: "Goal")
goalsRequest.predicate = NSPredicate(format: "isActive == YES")
let goalObjects = (try? context.fetch(goalsRequest)) ?? []
let goalSummaries = goalObjects.compactMap { goal -> GoalSummary? in
let amount = decimalValue(from: goal, key: "targetAmount")
guard amount > 0 else { return nil }
let name = (goal.value(forKey: "name") as? String)?.trimmingCharacters(in: .whitespacesAndNewlines)
let targetDate = goal.value(forKey: "targetDate") as? Date
return GoalSummary(name: (name?.isEmpty == false ? name! : "Goal"), targetAmount: amount, targetDate: targetDate)
}
let goals = goalSummaries.sorted { lhs, rhs in
switch (lhs.targetDate, rhs.targetDate) {
case let (lDate?, rDate?):
return lDate < rDate
case (_?, nil):
return true
case (nil, _?):
return false
default:
return lhs.targetAmount < rhs.targetAmount
}
}
return InvestmentWidgetEntry(
date: Date(),
isPremium: isPremium,
totalValue: totalValue,
dayChange: dayChange,
dayChangePercentage: dayChangePercentage,
topSources: Array(topSources),
trendPoints: trendPoints,
trendLabels: trendLabels,
categoryEvolution: categoryEvolution,
categoryTotals: categoryTotalsData.map { (name: $0.name, value: $0.value, color: $0.color) },
goals: goals
)
}
}
// MARK: - Small Widget View
struct SmallWidgetView: View {
let entry: InvestmentWidgetEntry
var body: some View {
VStack(alignment: .leading, spacing: 8) {
Text("Total Value")
.font(.caption)
.foregroundColor(.secondary)
Text(entry.totalValue.compactCurrencyString)
.font(.title2.weight(.bold))
.minimumScaleFactor(0.7)
.lineLimit(1)
VStack(alignment: .leading, spacing: 4) {
Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption2)
Text(entry.dayChange.compactCurrencyString)
.font(.caption.weight(.medium))
Text(String(format: "%.1f%% since last", entry.dayChangePercentage))
.font(.caption2)
.foregroundColor(.secondary)
}
.foregroundColor(entry.dayChange >= 0 ? .green : .red)
Spacer()
}
.padding()
.containerBackground(.background, for: .widget)
}
}
// MARK: - Medium Widget View
struct MediumWidgetView: View {
let entry: InvestmentWidgetEntry
var body: some View {
HStack(spacing: 16) {
// Left side - Total value
VStack(alignment: .leading, spacing: 8) {
Text("Portfolio")
.font(.caption)
.foregroundColor(.secondary)
Text(entry.totalValue.compactCurrencyString)
.font(.title.weight(.bold))
.minimumScaleFactor(0.7)
.lineLimit(1)
HStack(spacing: 4) {
Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption2)
Text(entry.dayChange.compactCurrencyString)
.font(.caption.weight(.medium))
Text("(\(String(format: "%.1f%%", entry.dayChangePercentage)))")
.font(.caption)
.foregroundColor(.secondary)
}
.foregroundColor(entry.dayChange >= 0 ? .green : .red)
}
Spacer()
VStack(alignment: .trailing, spacing: 8) {
if entry.isPremium {
if entry.trendPoints.count >= 2 {
TrendLineChartView(
points: entry.trendPoints,
labels: entry.trendLabels,
goal: entry.goals.first
)
.frame(height: 70)
} else {
VStack(alignment: .trailing, spacing: 4) {
Text("Add snapshots")
.font(.caption2)
.foregroundColor(.secondary)
Text("to see trend")
.font(.caption.weight(.semibold))
.foregroundColor(.secondary)
}
}
} else {
VStack(alignment: .trailing, spacing: 4) {
Text("Sparkline")
.font(.caption2)
.foregroundColor(.secondary)
Text("Premium")
.font(.caption.weight(.semibold))
.foregroundColor(.secondary)
}
}
// Top sources
VStack(alignment: .trailing, spacing: 6) {
ForEach(entry.topSources, id: \.name) { source in
HStack(spacing: 6) {
Circle()
.fill(Color(hex: source.color) ?? .gray)
.frame(width: 8, height: 8)
Text(source.name)
.font(.caption)
.foregroundColor(.secondary)
.lineLimit(1)
Text(source.value.shortCurrencyString)
.font(.caption.weight(.medium))
}
}
}
}
}
.padding()
.containerBackground(.background, for: .widget)
}
}
// MARK: - Large Widget View
struct LargeWidgetView: View {
let entry: InvestmentWidgetEntry
private var hasCategoryTrend: Bool {
(entry.categoryEvolution.first?.points.count ?? 0) >= 2
}
var body: some View {
VStack(alignment: .leading, spacing: 12) {
HStack(alignment: .top) {
VStack(alignment: .leading, spacing: 6) {
Text("Portfolio")
.font(.caption)
.foregroundColor(.secondary)
Text(entry.totalValue.compactCurrencyString)
.font(.title2.weight(.bold))
.minimumScaleFactor(0.7)
.lineLimit(1)
HStack(spacing: 4) {
Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption2)
Text(entry.dayChange.compactCurrencyString)
.font(.caption.weight(.medium))
Text("(\(String(format: "%.1f%%", entry.dayChangePercentage)))")
.font(.caption2)
.foregroundColor(.secondary)
}
.foregroundColor(entry.dayChange >= 0 ? .green : .red)
}
Spacer()
Text("Category Evolution")
.font(.caption.weight(.semibold))
.foregroundColor(.secondary)
}
if entry.isPremium {
if hasCategoryTrend {
CombinedCategoryChartView(
series: entry.categoryEvolution,
labels: entry.trendLabels,
goal: entry.goals.first
)
.frame(height: 98)
VStack(alignment: .leading, spacing: 8) {
ForEach(entry.categoryTotals.prefix(4), id: \.name) { category in
HStack {
RoundedRectangle(cornerRadius: 3)
.fill(Color(hex: category.color) ?? .gray)
.frame(width: 10, height: 10)
Text(category.name)
.font(.caption)
.foregroundColor(.secondary)
Spacer()
Text(category.value.shortCurrencyString)
.font(.caption.weight(.medium))
}
}
}
} else {
VStack(alignment: .leading, spacing: 6) {
Text("Add snapshots")
.font(.caption.weight(.semibold))
Text("Category evolution appears after updates.")
.font(.caption2)
.foregroundColor(.secondary)
}
.frame(maxWidth: .infinity, maxHeight: .infinity, alignment: .center)
}
} else {
VStack(alignment: .leading, spacing: 6) {
Text("Unlock category trends")
.font(.caption.weight(.semibold))
Text("Premium shows evolution by category.")
.font(.caption2)
.foregroundColor(.secondary)
}
.frame(maxWidth: .infinity, maxHeight: .infinity, alignment: .center)
}
}
.padding()
.containerBackground(.background, for: .widget)
}
}
// MARK: - Accessory Circular View (Lock Screen)
struct AccessoryCircularView: View {
let entry: InvestmentWidgetEntry
var body: some View {
ZStack {
AccessoryWidgetBackground()
VStack(spacing: 2) {
Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption)
Text(String(format: "%.1f%%", entry.dayChangePercentage))
.font(.caption2.weight(.semibold))
}
}
.containerBackground(.background, for: .widget)
}
}
// MARK: - Accessory Rectangular View (Lock Screen)
struct AccessoryRectangularView: View {
let entry: InvestmentWidgetEntry
var body: some View {
VStack(alignment: .leading, spacing: 2) {
Text("Portfolio")
.font(.caption2)
.foregroundColor(.secondary)
Text(entry.totalValue.compactCurrencyString)
.font(.headline)
HStack(spacing: 4) {
Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
.font(.caption2)
Text(String(format: "%.1f%%", entry.dayChangePercentage))
.font(.caption2)
}
.foregroundColor(entry.dayChange >= 0 ? .green : .red)
}
.containerBackground(.background, for: .widget)
}
}
// MARK: - Trend Line Chart
struct TrendLineChartView: View {
let points: [Decimal]
let labels: [String]
let goal: GoalSummary?
private var values: [Double] {
points.map { NSDecimalNumber(decimal: $0).doubleValue }
}
private var minValue: Double {
values.min() ?? 0
}
private var maxValue: Double {
values.max() ?? 0
}
private func normalized(_ value: Double) -> CGFloat {
let minV = minValue
let maxV = maxValue
if minV == maxV { return 0.5 }
return CGFloat((value - minV) / (maxV - minV))
}
var body: some View {
HStack(alignment: .center, spacing: 6) {
VStack(alignment: .leading, spacing: 2) {
Text(Decimal(maxValue).shortCurrencyString)
.font(.caption2)
.foregroundColor(.secondary)
Spacer()
Text(Decimal(minValue).shortCurrencyString)
.font(.caption2)
.foregroundColor(.secondary)
}
VStack(spacing: 4) {
GeometryReader { geo in
let width = geo.size.width
let height = geo.size.height
let step = points.count > 1 ? width / CGFloat(points.count - 1) : width
Path { path in
guard !values.isEmpty else { return }
for (index, value) in values.enumerated() {
let x = CGFloat(index) * step
let y = height - (normalized(value) * height)
if index == 0 {
path.move(to: CGPoint(x: x, y: y))
} else {
path.addLine(to: CGPoint(x: x, y: y))
}
}
}
.stroke(
LinearGradient(
colors: [
widgetPrimaryColor.opacity(0.9),
widgetPrimaryColor.opacity(0.6)
],
startPoint: .leading,
endPoint: .trailing
),
style: StrokeStyle(lineWidth: 2, lineJoin: .round)
)
if let goal, maxValue > 0 {
let goalValue = NSDecimalNumber(decimal: goal.targetAmount).doubleValue
let goalY = height - (normalized(goalValue) * height)
Path { path in
path.move(to: CGPoint(x: 0, y: goalY))
path.addLine(to: CGPoint(x: width, y: goalY))
}
.stroke(widgetSecondaryColor.opacity(0.6), style: StrokeStyle(lineWidth: 1, dash: [4, 3]))
}
}
HStack(spacing: 4) {
ForEach(labels.indices, id: \.self) { index in
Text(labels[index])
.font(.caption2)
.foregroundColor(.secondary)
.frame(maxWidth: .infinity)
}
}
}
}
}
}
// MARK: - Combined Category Chart
struct CombinedCategoryChartView: View {
let series: [CategorySeries]
let labels: [String]
let goal: GoalSummary?
private var pointsCount: Int {
series.first?.points.count ?? 0
}
private var totals: [Decimal] {
guard pointsCount > 0 else { return [] }
return (0..<pointsCount).map { index in
series.reduce(Decimal.zero) { $0 + $1.points[index] }
}
}
private var maxValue: Double {
let seriesMax = totals.map { NSDecimalNumber(decimal: $0).doubleValue }.max() ?? 0
let goalValue = goal.map { NSDecimalNumber(decimal: $0.targetAmount).doubleValue } ?? 0
return max(seriesMax, goalValue)
}
private func normalized(_ value: Double) -> CGFloat {
let maxV = maxValue
if maxV == 0 { return 0 }
return CGFloat(value / maxV)
}
var body: some View {
HStack(alignment: .center, spacing: 6) {
VStack(alignment: .leading, spacing: 2) {
Text(Decimal(maxValue).shortCurrencyString)
.font(.caption2)
.foregroundColor(.secondary)
Spacer()
Text(Decimal(0).shortCurrencyString)
.font(.caption2)
.foregroundColor(.secondary)
}
VStack(spacing: 4) {
GeometryReader { geo in
let height = geo.size.height
let width = geo.size.width
let columnWidth = pointsCount > 0 ? (width / CGFloat(pointsCount)) : width
ZStack {
HStack(alignment: .bottom, spacing: 4) {
ForEach(0..<pointsCount, id: \.self) { index in
let total = totals.indices.contains(index) ? totals[index] : .zero
let totalValue = NSDecimalNumber(decimal: total).doubleValue
let columnHeight = height * normalized(totalValue)
VStack(spacing: 1) {
ForEach(series.indices, id: \.self) { catIndex in
let value = series[catIndex].points[index]
let valueDouble = NSDecimalNumber(decimal: value).doubleValue
let segmentHeight = totalValue == 0 ? 0 : height * CGFloat(valueDouble / maxValue)
RoundedRectangle(cornerRadius: 2)
.fill(Color(hex: series[catIndex].color) ?? .gray)
.frame(height: segmentHeight)
}
}
.frame(width: columnWidth, height: columnHeight, alignment: .bottom)
}
}
Path { path in
guard totals.count > 1 else { return }
let step = pointsCount > 1 ? width / CGFloat(pointsCount - 1) : width
for (index, total) in totals.enumerated() {
let value = NSDecimalNumber(decimal: total).doubleValue
let x = CGFloat(index) * step
let y = height - (normalized(value) * height)
if index == 0 {
path.move(to: CGPoint(x: x, y: y))
} else {
path.addLine(to: CGPoint(x: x, y: y))
}
}
}
.stroke(widgetPrimaryColor.opacity(0.85), style: StrokeStyle(lineWidth: 1.6))
if let goal, maxValue > 0 {
let goalValue = NSDecimalNumber(decimal: goal.targetAmount).doubleValue
let goalY = height - (normalized(goalValue) * height)
Path { path in
path.move(to: CGPoint(x: 0, y: goalY))
path.addLine(to: CGPoint(x: width, y: goalY))
}
.stroke(widgetSecondaryColor.opacity(0.6), style: StrokeStyle(lineWidth: 1, dash: [4, 3]))
}
}
}
HStack(spacing: 4) {
ForEach(labels.indices, id: \.self) { index in
Text(labels[index])
.font(.caption2)
.foregroundColor(.secondary)
.frame(maxWidth: .infinity)
}
}
}
}
}
}
// MARK: - Widget Configuration
struct InvestmentWidget: Widget {
let kind: String = "InvestmentWidget"
var body: some WidgetConfiguration {
StaticConfiguration(kind: kind, provider: InvestmentWidgetProvider()) { entry in
InvestmentWidgetEntryView(entry: entry)
}
.configurationDisplayName("Portfolio Value")
.description("View your total investment portfolio value.")
.supportedFamilies([
.systemSmall,
.systemMedium,
.systemLarge,
.accessoryCircular,
.accessoryRectangular
])
}
}
// MARK: - Widget Entry View
struct InvestmentWidgetEntryView: View {
@Environment(\.widgetFamily) var family
let entry: InvestmentWidgetEntry
var body: some View {
switch family {
case .systemSmall:
SmallWidgetView(entry: entry)
case .systemMedium:
MediumWidgetView(entry: entry)
case .systemLarge:
LargeWidgetView(entry: entry)
case .accessoryCircular:
AccessoryCircularView(entry: entry)
case .accessoryRectangular:
AccessoryRectangularView(entry: entry)
default:
SmallWidgetView(entry: entry)
}
}
}
// MARK: - Widget Bundle
@main
struct PortfolioJournalWidgetBundle: WidgetBundle {
var body: some Widget {
InvestmentWidget()
}
}
// MARK: - Previews
#Preview("Small", as: .systemSmall) {
InvestmentWidget()
} timeline: {
InvestmentWidgetEntry(
date: Date(),
isPremium: true,
totalValue: 50000,
dayChange: 250,
dayChangePercentage: 0.5,
topSources: [],
trendPoints: [45000, 46000, 47000, 48000, 49000, 50000],
trendLabels: ["Aug", "Sep", "Oct", "Nov", "Dec", "Jan"],
categoryEvolution: [],
categoryTotals: [],
goals: []
)
}
#Preview("Medium", as: .systemMedium) {
InvestmentWidget()
} timeline: {
InvestmentWidgetEntry(
date: Date(),
isPremium: true,
totalValue: 50000,
dayChange: 250,
dayChangePercentage: 0.5,
topSources: [
("Stocks", 30000, "#10B981"),
("Bonds", 15000, "#3B82F6"),
("Real Estate", 5000, "#F59E0B")
],
trendPoints: [45000, 46000, 47000, 48000, 49000, 50000],
trendLabels: ["Aug", "Sep", "Oct", "Nov", "Dec", "Jan"],
categoryEvolution: [],
categoryTotals: [],
goals: []
)
}
#Preview("Large", as: .systemLarge) {
InvestmentWidget()
} timeline: {
InvestmentWidgetEntry(
date: Date(),
isPremium: true,
totalValue: 95000,
dayChange: 850,
dayChangePercentage: 0.9,
topSources: [
("Vanguard", 42000, "#10B981"),
("Bonds", 26000, "#3B82F6"),
("Real Estate", 18000, "#F59E0B")
],
trendPoints: [88000, 89000, 90000, 91500, 93000, 94000, 95000],
trendLabels: ["Jul", "Aug", "Sep", "Oct", "Nov", "Dec", "Jan"],
categoryEvolution: [
CategorySeries(
id: "stocks",
name: "Stocks",
color: "#10B981",
points: [30000, 31000, 32000, 33000, 34000, 35000, 36000],
latestValue: 36000
),
CategorySeries(
id: "bonds",
name: "Bonds",
color: "#3B82F6",
points: [22000, 22000, 23000, 24000, 25000, 25500, 26000],
latestValue: 26000
),
CategorySeries(
id: "realestate",
name: "Real Estate",
color: "#F59E0B",
points: [15000, 15500, 16000, 16500, 17000, 17500, 18000],
latestValue: 18000
)
],
categoryTotals: [
("Stocks", 36000, "#10B981"),
("Bonds", 26000, "#3B82F6"),
("Real Estate", 18000, "#F59E0B")
],
goals: [
GoalSummary(name: "Target", targetAmount: 120000, targetDate: nil)
]
)
}
extension Decimal {
var compactCurrencyString: String {
let absValue = (self as NSDecimalNumber).doubleValue.magnitude
let sign = (self as NSDecimalNumber).doubleValue < 0 ? -1.0 : 1.0
let (divisor, suffix): (Double, String)
switch absValue {
case 1_000_000_000_000...:
(divisor, suffix) = (1_000_000_000_000, "T")
case 1_000_000_000...:
(divisor, suffix) = (1_000_000_000, "B")
case 1_000_000...:
(divisor, suffix) = (1_000_000, "M")
case 1_000...:
(divisor, suffix) = (1_000, "K")
default:
(divisor, suffix) = (1, "")
}
let value = (self as NSDecimalNumber).doubleValue / divisor
let formatter = NumberFormatter()
formatter.numberStyle = .currency
formatter.maximumFractionDigits = value < 10 && suffix != "" ? 1 : 0
formatter.minimumFractionDigits = 0
// Use current locale currency symbol
let currencySymbol = formatter.currencySymbol ?? ""
let formattedNumber: String
do {
// Use a plain decimal formatter to better control digits
let nf = NumberFormatter()
nf.numberStyle = .decimal
nf.maximumFractionDigits = formatter.maximumFractionDigits
nf.minimumFractionDigits = formatter.minimumFractionDigits
formattedNumber = nf.string(from: NSNumber(value: value * sign)) ?? String(format: "%.0f", value * sign)
}
return "\(currencySymbol)\(formattedNumber)\(suffix)"
}
var shortCurrencyString: String {
return compactCurrencyString
}
}
// MARK: - Color Helper
extension Color {
init?(hex: String) {
var hexString = hex
if hexString.hasPrefix("#") {
hexString.removeFirst()
}
guard hexString.count == 6,
let hexNumber = Int(hexString, radix: 16) else { return nil }
let red = Double((hexNumber >> 16) & 0xFF) / 255
let green = Double((hexNumber >> 8) & 0xFF) / 255
let blue = Double(hexNumber & 0xFF) / 255
self.init(red: red, green: green, blue: blue)
}
}