Files
InvestmentTrackerApp/PortfolioJournal/Views/Charts/AllocationPieChart.swift
T
alexandrev-tibco d38c6943e1 Charts iPhone workable: chip bar, ventana+brush, header vivo, drill-down, overlay #29 #30
Fix look&feel (#29): chip bar selector visible (sustituye page dots + title menu
como navegación primaria), sin bubbles permanentes en compact (solo endpoint),
Performance a barras horizontales con >6 categorías, línea con gradiente y
estética de widget, pinch anclado al centro + doble-tap reset + haptics.

Workable (#30): modelo de ventana (inicio,fin) único para pinch/pan/brush;
minimapa bajo demanda con asas snap-a-mes y ventana arrastrable; label de rango
con pickers mes/año precisos; header vivo (valor+delta del rango, scrub con
haptic); drill-down por tap en Allocation/Performance → Evolution filtrada
(premium, chip Filtrado ✕ para volver); overlay aportaciones acumuladas
(premium); insight contextual del rango visible (premium). L10n ×7.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01L38583J7AYWCVPevkivscj
2026-08-06 18:03:50 +02:00

401 lines
16 KiB
Swift

import SwiftUI
import Charts
struct AllocationPieChart: View {
let data: [(category: String, value: Decimal, color: String)]
var title: String = "Asset Allocation"
var showsTargetsComparison: Bool = true
/// Drill-down: tapping the chevron on a legend row jumps to Evolution
/// filtered to that category/source.
var onDrillDown: ((String) -> Void)? = nil
@State private var selectedSlice: String?
@Environment(\.horizontalSizeClass) private var horizontalSizeClass
private var chartHeight: CGFloat {
horizontalSizeClass == .regular ? 190 : 130
}
var total: Decimal {
data.reduce(Decimal.zero) { $0 + $1.value }
}
var body: some View {
VStack(alignment: .leading, spacing: 16) {
Text(title)
.font(.headline)
if !data.isEmpty {
HStack(alignment: .center, spacing: 24) {
// Hemicycle (parliament-style) allocation gauge fills its
// half of the row so it scales up on iPad instead of sitting
// tiny in a corner.
SemicircleAllocation(
data: data,
total: total,
selectedSlice: $selectedSlice
)
.frame(maxWidth: .infinity)
.frame(height: chartHeight)
// Legend
VStack(alignment: .leading, spacing: 10) {
ForEach(data, id: \.category) { item in
HStack(spacing: 6) {
Button {
if selectedSlice == item.category {
selectedSlice = nil
} else {
selectedSlice = item.category
}
} label: {
HStack(spacing: 8) {
Circle()
.fill(Color(hex: item.color) ?? .gray)
.frame(width: 11, height: 11)
VStack(alignment: .leading, spacing: 0) {
Text(item.category)
.font(.subheadline)
.foregroundColor(.primary)
let percentage = total > 0
? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
: 0
Text(String(format: "%.1f%%", percentage))
.font(.caption)
.foregroundColor(.secondary)
}
}
.opacity(selectedSlice == nil || selectedSlice == item.category ? 1 : 0.5)
}
.buttonStyle(.plain)
if let onDrillDown {
Button {
onDrillDown(item.category)
} label: {
Image(systemName: "chevron.right.circle.fill")
.font(.footnote)
.foregroundColor(.secondary.opacity(0.6))
}
.buttonStyle(.plain)
}
}
}
}
.frame(maxWidth: .infinity, alignment: .leading)
}
if showsTargetsComparison {
AllocationTargetsComparisonChart(data: data)
}
} else {
Text("No allocation data available")
.foregroundColor(.secondary)
.frame(height: 200)
.frame(maxWidth: .infinity)
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
// MARK: - Semicircle (hemicycle) allocation gauge
/// Parliament-style half-donut: segments sweep the top 180°, sized by share.
struct SemicircleAllocation: View {
let data: [(category: String, value: Decimal, color: String)]
let total: Decimal
@Binding var selectedSlice: String?
/// Cumulative start/end fractions [0,1] for each segment across the 180° arc.
private var segments: [(category: String, start: Double, end: Double, color: Color)] {
guard total > 0 else { return [] }
var acc = 0.0
return data.map { item in
let frac = NSDecimalNumber(decimal: item.value / total).doubleValue
let start = acc
acc += frac
return (item.category, start, min(acc, 1), Color(hex: item.color) ?? .gray)
}
}
private var centerItem: (label: String, value: String, sub: String?)? {
if let selected = selectedSlice, let item = data.first(where: { $0.category == selected }) {
let pct = total > 0 ? NSDecimalNumber(decimal: item.value / total).doubleValue * 100 : 0
return (selected, item.value.compactCurrencyString, String(format: "%.1f%%", pct))
}
return (String(localized: "allocation_total"), total.compactCurrencyString, nil)
}
var body: some View {
GeometryReader { geo in
// The semicircle is 2:1 (width:height). Fit it to whichever
// dimension binds so it scales up on iPad without clipping.
let w = min(geo.size.width, geo.size.height * 2)
let lineWidth = w * 0.17
let radius = (w - lineWidth) / 2
let center = CGPoint(x: geo.size.width / 2, y: (geo.size.height + w / 2) / 2)
ZStack {
// Track
SemicircleArc(startFraction: 0, endFraction: 1, radius: radius, center: center)
.stroke(Color(.systemGray5), style: StrokeStyle(lineWidth: lineWidth, lineCap: .butt))
ForEach(segments, id: \.category) { seg in
SemicircleArc(startFraction: seg.start, endFraction: seg.end, radius: radius, center: center, inset: 0.006)
.stroke(seg.color, style: StrokeStyle(lineWidth: lineWidth, lineCap: .butt))
.opacity(selectedSlice == nil || selectedSlice == seg.category ? 1 : 0.4)
.contentShape(SemicircleArc(startFraction: seg.start, endFraction: seg.end, radius: radius, center: center).stroke(style: StrokeStyle(lineWidth: lineWidth)))
.onTapGesture {
selectedSlice = (selectedSlice == seg.category) ? nil : seg.category
}
}
// Percentage labels on the arc band (only where the slice is wide
// enough to fit the text).
ForEach(segments, id: \.category) { seg in
let frac = seg.end - seg.start
if frac >= 0.07 {
let mid = (seg.start + seg.end) / 2
let angle = (180 + mid * 180) * .pi / 180
let pos = CGPoint(x: center.x + radius * CoreGraphics.cos(angle),
y: center.y + radius * CoreGraphics.sin(angle))
Text("\(Int((frac * 100).rounded()))%")
.font(.system(size: lineWidth * 0.42, weight: .bold))
.foregroundColor(.white)
.position(pos)
.opacity(selectedSlice == nil || selectedSlice == seg.category ? 1 : 0.4)
}
}
// Center readout, sitting just under the arc
if let c = centerItem {
VStack(spacing: 1) {
Text(c.label)
.font(.caption2)
.foregroundColor(.secondary)
.lineLimit(1)
Text(c.value)
.font(.headline)
if let sub = c.sub {
Text(sub)
.font(.caption2)
.foregroundColor(.secondary)
}
}
.position(x: center.x, y: center.y - lineWidth * 0.25)
}
}
}
}
}
/// An arc along the TOP semicircle, parameterized by fraction [0,1] of the 180°
/// sweep (0 = left/9 o'clock, 1 = right/3 o'clock, passing through the top).
struct SemicircleArc: Shape {
let startFraction: Double
let endFraction: Double
let radius: CGFloat
var center: CGPoint? = nil
var inset: Double = 0
func path(in rect: CGRect) -> Path {
let c = center ?? CGPoint(x: rect.width / 2, y: rect.width / 2)
let start = Angle.degrees(180 + (startFraction + inset) * 180)
let end = Angle.degrees(180 + (endFraction - inset) * 180)
var p = Path()
p.addArc(center: c, radius: radius, startAngle: start, endAngle: end, clockwise: false)
return p
}
}
// MARK: - Allocation Targets Comparison
struct AllocationTargetsComparisonChart: View {
let data: [(category: String, value: Decimal, color: String)]
@StateObject private var categoryRepository = CategoryRepository()
private var total: Decimal {
data.reduce(Decimal.zero) { $0 + $1.value }
}
private var targetData: [(category: String, actual: Double, target: Double, color: Color)] {
data.map { item in
let actual = total > 0
? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
: 0
let target = AllocationTargetStore.target(for: categoryId(for: item.category)) ?? 0
let color = Color(hex: item.color) ?? .gray
return (item.category, actual, target, color)
}
}
var body: some View {
VStack(alignment: .leading, spacing: 12) {
Text("Targets vs Actual")
.font(.headline)
if targetData.allSatisfy({ $0.target == 0 }) {
Text("Set allocation targets to compare your portfolio against your plan.")
.font(.subheadline)
.foregroundColor(.secondary)
} else {
Chart {
ForEach(targetData, id: \.category) { item in
BarMark(
x: .value("Category", item.category),
y: .value("Actual", item.actual)
)
.foregroundStyle(item.color)
BarMark(
x: .value("Category", item.category),
y: .value("Target", item.target)
)
.foregroundStyle(Color.gray.opacity(0.35))
}
}
.chartYAxis {
AxisMarks(position: .leading) { value in
AxisValueLabel {
if let doubleValue = value.as(Double.self) {
Text(String(format: "%.0f%%", doubleValue))
.font(.caption)
}
}
}
}
.chartXAxis {
AxisMarks { value in
AxisValueLabel()
}
}
.frame(height: 220)
ForEach(targetData, id: \.category) { item in
let drift = item.actual - item.target
let prefix = drift >= 0 ? "+" : ""
HStack {
Circle()
.fill(item.color)
.frame(width: 8, height: 8)
Text(item.category)
.font(.caption)
Spacer()
Text("Actual \(String(format: "%.1f%%", item.actual))")
.font(.caption2)
.foregroundColor(.secondary)
Text("Target \(String(format: "%.0f%%", item.target))")
.font(.caption2)
.foregroundColor(.secondary)
Text("\(prefix)\(String(format: "%.1f%%", drift))")
.font(.caption2.weight(.semibold))
.foregroundColor(drift >= 0 ? .positiveGreen : .negativeRed)
}
}
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
private func categoryId(for name: String) -> UUID {
if let category = categoryRepository.categories.first(where: { $0.name == name }) {
return category.id
}
return UUID()
}
}
// MARK: - Allocation List View (Alternative)
struct AllocationListView: View {
let data: [(category: String, value: Decimal, color: String)]
var total: Decimal {
data.reduce(Decimal.zero) { $0 + $1.value }
}
var body: some View {
VStack(alignment: .leading, spacing: 12) {
Text("Asset Allocation")
.font(.headline)
ForEach(data, id: \.category) { item in
VStack(spacing: 4) {
HStack {
HStack(spacing: 8) {
Circle()
.fill(Color(hex: item.color) ?? .gray)
.frame(width: 10, height: 10)
Text(item.category)
.font(.subheadline)
}
Spacer()
let percentage = total > 0
? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
: 0
Text(String(format: "%.1f%%", percentage))
.font(.subheadline.weight(.medium))
Text(item.value.compactCurrencyString)
.font(.caption)
.foregroundColor(.secondary)
.frame(width: 70, alignment: .trailing)
}
// Progress bar
GeometryReader { geometry in
let percentage = total > 0
? NSDecimalNumber(decimal: item.value / total).doubleValue
: 0
ZStack(alignment: .leading) {
Rectangle()
.fill(Color.gray.opacity(0.1))
.frame(height: 6)
.cornerRadius(3)
Rectangle()
.fill(Color(hex: item.color) ?? .gray)
.frame(width: geometry.size.width * percentage, height: 6)
.cornerRadius(3)
}
}
.frame(height: 6)
}
}
}
.padding()
.background(Color(.systemBackground))
.cornerRadius(AppConstants.UI.cornerRadius)
.shadow(color: .black.opacity(0.05), radius: 8, y: 2)
}
}
#Preview {
let sampleData: [(category: String, value: Decimal, color: String)] = [
("Stocks", 50000, "#10B981"),
("Bonds", 25000, "#3B82F6"),
("Real Estate", 15000, "#F59E0B"),
("Crypto", 10000, "#8B5CF6")
]
return VStack(spacing: 20) {
AllocationPieChart(data: sampleData)
AllocationListView(data: sampleData)
}
.padding()
}