feat(app): экраны импорта отчётов, целей, доходов, ребалансировки, налогов и бенчмарков
Импорт (/imports, /instruments/pending) и фаза 4 (/goals, /income, /rebalance, /tax, аналитика-хаб с benchmarks_card) — по docs/ai/import-contract.md и docs/ai/phase4-contract.md. file_picker для загрузки отчёта.
This commit is contained in:
Dmitry
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/// Hand-written client for `/api/v1/income`.
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///
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/// **Temporary.** The income routes are not in `openapi/openapi.json` yet, so the generated
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/// package `app/packages/api_client` knows nothing about them. Models and calls here follow
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/// `docs/ai/phase4-contract.md` §1 literally and are meant to be **replaced by the
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/// generated client** as soon as the routes land in the spec and `just gen-client` runs.
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///
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/// Raw Dio comes from `ref.read(apiProvider).dio`, which already carries the base URL, the
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/// bearer header and the single transparent refresh on 401.
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library;
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import 'package:dio/dio.dart';
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import '../../../core/utils/json.dart';
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/// One expected (or already paid) payment.
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///
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/// [basis] is not decoration: `schedule` is arithmetic over a published schedule,
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/// `announced` is a fact the issuer declared, `history` is an extrapolation that can be
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/// wrong by any amount, and `paid` already happened. The screen must show it on every row.
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class IncomeEntry {
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const IncomeEntry({
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required this.kind,
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required this.basis,
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required this.currency,
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this.instrumentId,
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this.ticker,
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this.name,
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this.expectedDate,
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this.recordDate,
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this.qty,
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this.perUnit,
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this.amount,
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this.amountRub,
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this.taxWithheld,
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});
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final int? instrumentId;
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final String? ticker;
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final String? name;
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/// `dividend | coupon | amortization | repayment` — a plain string, like every stable key.
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final String kind;
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final DateTime? expectedDate;
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final DateTime? recordDate;
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final String? qty;
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final String? perUnit;
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final String? amount;
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final String currency;
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/// Null when there is no FX rate for the date — not zero.
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final String? amountRub;
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/// `schedule | announced | history | paid`.
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final String basis;
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final String? taxWithheld;
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String get title => ticker ?? name ?? (instrumentId == null ? '—' : '#$instrumentId');
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static IncomeEntry fromJson(Map<String, dynamic> json) => IncomeEntry(
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instrumentId: asInt(json['instrument_id']),
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ticker: asString(json['ticker']),
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name: asString(json['name']),
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kind: asString(json['kind']) ?? 'dividend',
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expectedDate: asDate(json['expected_date']),
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recordDate: asDate(json['record_date']),
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qty: asString(json['qty']),
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perUnit: asString(json['per_unit']),
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amount: asString(json['amount']),
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currency: asString(json['currency']) ?? 'RUB',
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amountRub: asString(json['amount_rub']),
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basis: asString(json['basis']) ?? 'history',
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taxWithheld: asString(json['tax_withheld']),
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);
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}
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class IncomeCalendar {
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const IncomeCalendar({
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required this.totalExpectedRub,
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required this.currency,
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this.asOf,
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this.entries = const [],
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this.byBasis = const {},
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});
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final DateTime? asOf;
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final String currency;
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final String totalExpectedRub;
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final List<IncomeEntry> entries;
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final Map<String, String> byBasis;
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static IncomeCalendar fromJson(Map<String, dynamic> json) => IncomeCalendar(
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asOf: asDate(json['as_of']),
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currency: asString(json['currency']) ?? 'RUB',
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totalExpectedRub: asString(json['total_expected_rub']) ?? '0',
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entries: asObjects(json['entries']).map(IncomeEntry.fromJson).toList(),
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byBasis: asStringMap(json['by_basis']),
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);
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}
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class IncomeHistoryRow {
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const IncomeHistoryRow({
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required this.kind,
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required this.currency,
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required this.amount,
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this.month,
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this.amountRub,
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this.taxWithheld,
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this.paymentCount = 0,
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});
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final DateTime? month;
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final String kind;
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final String currency;
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final String amount;
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final String? amountRub;
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final String? taxWithheld;
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final int paymentCount;
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static IncomeHistoryRow fromJson(Map<String, dynamic> json) => IncomeHistoryRow(
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month: asDate(json['month']),
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kind: asString(json['kind']) ?? 'other',
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currency: asString(json['currency']) ?? 'RUB',
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amount: asString(json['amount']) ?? '0',
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amountRub: asString(json['amount_rub']),
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taxWithheld: asString(json['tax_withheld']),
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paymentCount: asInt(json['payment_count']) ?? 0,
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);
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}
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class IncomeHistory {
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const IncomeHistory({
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this.rows = const [],
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this.totalRub = '0',
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this.taxWithheldRub = '0',
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});
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final List<IncomeHistoryRow> rows;
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final String totalRub;
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final String taxWithheldRub;
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static IncomeHistory fromJson(Map<String, dynamic> json) {
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final totals = asObject(json['totals']) ?? const {};
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return IncomeHistory(
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rows: asObjects(json['rows']).map(IncomeHistoryRow.fromJson).toList(),
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totalRub: asString(totals['amount_rub']) ?? '0',
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taxWithheldRub: asString(totals['tax_withheld_rub']) ?? '0',
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);
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}
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}
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class ForecastMonth {
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const ForecastMonth({required this.amountRub, this.month, this.byBasis = const {}});
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final DateTime? month;
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final String amountRub;
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/// The split the total must never hide: a month made of `history` alone is a guess.
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final Map<String, String> byBasis;
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static ForecastMonth fromJson(Map<String, dynamic> json) => ForecastMonth(
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month: asDate(json['month']),
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amountRub: asString(json['amount_rub']) ?? '0',
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byBasis: asStringMap(json['by_basis']),
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);
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}
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class IncomeForecast {
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const IncomeForecast({
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required this.totalRub,
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this.months = const [],
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this.annualYieldOnValue,
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this.warnings = const [],
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});
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final List<ForecastMonth> months;
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final String totalRub;
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/// Null when the current value is unknown — shown as an em dash, never as 0 %.
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final String? annualYieldOnValue;
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final List<String> warnings;
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/// Every basis present anywhere in the forecast, in contract order.
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List<String> get bases {
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const order = ['schedule', 'announced', 'history', 'paid'];
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final seen = {for (final m in months) ...m.byBasis.keys};
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return [
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...order.where(seen.contains),
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...seen.where((b) => !order.contains(b)),
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];
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}
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static IncomeForecast fromJson(Map<String, dynamic> json) => IncomeForecast(
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months: asObjects(json['months']).map(ForecastMonth.fromJson).toList(),
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totalRub: asString(json['total_rub']) ?? '0',
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annualYieldOnValue: asString(json['annual_yield_on_value']),
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warnings: asStrings(json['warnings']),
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);
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}
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class IncomeApi {
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const IncomeApi(this._dio);
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final Dio _dio;
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static const _base = '/api/v1/income';
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Future<IncomeCalendar> calendar({
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String scope = 'all',
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DateTime? dateFrom,
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DateTime? dateTo,
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bool includePaid = false,
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}) async {
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final r = await _dio.get<Map<String, dynamic>>('$_base/calendar', queryParameters: {
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'scope': scope,
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'date_from': ?_isoDate(dateFrom),
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'date_to': ?_isoDate(dateTo),
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'include_paid': includePaid,
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});
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return IncomeCalendar.fromJson(r.data ?? const {});
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}
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Future<IncomeHistory> history({
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String scope = 'all',
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String group = 'month',
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DateTime? dateFrom,
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DateTime? dateTo,
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String? kind,
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}) async {
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final r = await _dio.get<Map<String, dynamic>>('$_base/history', queryParameters: {
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'scope': scope,
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'group': group,
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'date_from': ?_isoDate(dateFrom),
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'date_to': ?_isoDate(dateTo),
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'kind': ?kind,
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});
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return IncomeHistory.fromJson(r.data ?? const {});
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}
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Future<IncomeForecast> forecast({String scope = 'all', int months = 12}) async {
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final r = await _dio.get<Map<String, dynamic>>('$_base/forecast', queryParameters: {
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'scope': scope,
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'months': months,
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});
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return IncomeForecast.fromJson(r.data ?? const {});
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}
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/// `format: date` on the wire. `DateQueryInterceptor` does this for the generated client;
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/// this layer builds its query maps itself, so it truncates here.
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static String? _isoDate(DateTime? d) => d == null
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? null
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: '${d.year.toString().padLeft(4, '0')}-'
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'${d.month.toString().padLeft(2, '0')}-'
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'${d.day.toString().padLeft(2, '0')}';
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}
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