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.
2026-09-19 10:44:38 +03:00
parent 15f5812ea4
commit b69bb4a0c9
52 changed files with 7404 additions and 13 deletions
@@ -0,0 +1,106 @@
+/// Hand-written client for `GET /api/v1/analytics/benchmarks`.
+///
+/// **Temporary.** The benchmark routes are not in `openapi/openapi.json` yet, so
+/// `app/packages/api_client` has no generated models or methods for them. Everything here
+/// follows `docs/ai/phase4-contract.md` §3 literally and is meant to be **replaced by the
+/// generated client** once the routes land in the spec and `just gen-client` runs.
+///
+/// Raw Dio comes from `ref.read(apiProvider).dio`.
+library;
+
+import 'package:dio/dio.dart';
+
+import '../../../core/utils/json.dart';
+
+/// One benchmark inside one period row.
+class BenchmarkResult {
+  const BenchmarkResult({
+    required this.benchmarkId,
+    required this.code,
+    required this.kind,
+    this.twr,
+    this.twrAnnualized,
+    this.daysSkipped = 0,
+    this.excess,
+  });
+
+  final int benchmarkId;
+  final String code;
+
+  /// `total_return | price`. A **price** index does not include dividends and therefore
+  /// systematically understates what a holder earned — comparing against it without saying
+  /// so is misleading, so the UI marks it.
+  final String kind;
+  final String? twr;
+  final String? twrAnnualized;
+  final int daysSkipped;
+
+  /// `portfolio_twr - twr`, as the server computed it.
+  final String? excess;
+
+  bool get isPriceIndex => kind == 'price';
+
+  static BenchmarkResult fromJson(Map<String, dynamic> json) => BenchmarkResult(
+        benchmarkId: asInt(json['benchmark_id']) ?? 0,
+        code: asString(json['code']) ?? '—',
+        kind: asString(json['kind']) ?? 'total_return',
+        twr: asString(json['twr']),
+        twrAnnualized: asString(json['twr_annualized']),
+        daysSkipped: asInt(json['days_skipped']) ?? 0,
+        excess: asString(json['excess']),
+      );
+}
+
+class BenchmarkRow {
+  const BenchmarkRow({
+    required this.period,
+    this.dateFrom,
+    this.dateTo,
+    this.portfolioTwr,
+    this.portfolioTwrAnnualized,
+    this.portfolioDaysSkipped = 0,
+    this.benchmarks = const [],
+  });
+
+  final String period;
+  final DateTime? dateFrom;
+  final DateTime? dateTo;
+  final String? portfolioTwr;
+  final String? portfolioTwrAnnualized;
+
+  /// Days the portfolio series had to skip. Non-zero on either side means the two returns
+  /// were not computed over the same set of days — not a like-for-like comparison.
+  final int portfolioDaysSkipped;
+  final List<BenchmarkResult> benchmarks;
+
+  bool get hasSkippedDays =>
+      portfolioDaysSkipped > 0 || benchmarks.any((b) => b.daysSkipped > 0);
+
+  static BenchmarkRow fromJson(Map<String, dynamic> json) => BenchmarkRow(
+        period: asString(json['period']) ?? 'all',
+        dateFrom: asDate(json['date_from']),
+        dateTo: asDate(json['date_to']),
+        portfolioTwr: asString(json['portfolio_twr']),
+        portfolioTwrAnnualized: asString(json['portfolio_twr_annualized']),
+        portfolioDaysSkipped: asInt(json['portfolio_days_skipped']) ?? 0,
+        benchmarks: asObjects(json['benchmarks']).map(BenchmarkResult.fromJson).toList(),
+      );
+}
+
+class BenchmarksApi {
+  const BenchmarksApi(this._dio);
+
+  final Dio _dio;
+
+  Future<List<BenchmarkRow>> compare({
+    String scope = 'all',
+    List<String> periods = const ['1m', 'ytd', '1y', 'all'],
+  }) async {
+    final r = await _dio.get<Map<String, dynamic>>(
+      '/api/v1/analytics/benchmarks',
+      // `period` is repeatable; Dio serialises a list as repeated query parameters.
+      queryParameters: {'scope': scope, 'period': periods},
+    );
+    return asObjects((r.data ?? const {})['rows']).map(BenchmarkRow.fromJson).toList();
+  }
+}