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
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+/// Hand-written client for `/api/v1/tax`.
+///
+/// **Temporary.** The tax 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` §5 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`: base URL, bearer header and the one-shot
+/// refresh on 401 are already wired there.
+library;
+
+import 'package:dio/dio.dart';
+
+import '../../../core/utils/json.dart';
+
+/// Per-account (or total) tax figures for a year. Every number is an **estimate**: the tax
+/// agent is the broker, and these exist so that the broker's statement can be checked.
+class TaxRow {
+  const TaxRow({
+    this.accountId,
+    this.accountName,
+    this.dividendsGrossRub,
+    this.couponsGrossRub,
+    this.taxWithheldRub,
+    this.realizedGainRub,
+    this.realizedLossRub,
+    this.ldvExemptRub,
+    this.taxableBaseRub,
+    this.estimatedTaxRub,
+  });
+
+  final int? accountId;
+  final String? accountName;
+  final String? dividendsGrossRub;
+  final String? couponsGrossRub;
+  final String? taxWithheldRub;
+  final String? realizedGainRub;
+  final String? realizedLossRub;
+  final String? ldvExemptRub;
+  final String? taxableBaseRub;
+  final String? estimatedTaxRub;
+
+  String get title => accountName ?? (accountId == null ? 'Итого' : 'Счёт #$accountId');
+
+  static TaxRow fromJson(Map<String, dynamic> json) => TaxRow(
+        accountId: asInt(json['account_id']),
+        accountName: asString(json['account_name']),
+        dividendsGrossRub: asString(json['dividends_gross_rub']),
+        couponsGrossRub: asString(json['coupons_gross_rub']),
+        taxWithheldRub: asString(json['tax_withheld_rub']),
+        realizedGainRub: asString(json['realized_gain_rub']),
+        realizedLossRub: asString(json['realized_loss_rub']),
+        ldvExemptRub: asString(json['ldv_exempt_rub']),
+        taxableBaseRub: asString(json['taxable_base_rub']),
+        estimatedTaxRub: asString(json['estimated_tax_rub']),
+      );
+}
+
+class TaxSummary {
+  const TaxSummary({
+    required this.year,
+    required this.estimated,
+    this.taxRate,
+    this.accounts = const [],
+    this.totals,
+    this.disclaimer,
+  });
+
+  final int year;
+
+  /// Always true per the contract — and shown on screen, not hidden in a tooltip.
+  final bool estimated;
+  final String? taxRate;
+  final List<TaxRow> accounts;
+  final TaxRow? totals;
+  final String? disclaimer;
+
+  static const defaultDisclaimer =
+      'Оценка. Налоговый агент — брокер; сверяйтесь с его справкой.';
+
+  static TaxSummary fromJson(Map<String, dynamic> json) {
+    final totals = asObject(json['totals']);
+    return TaxSummary(
+      year: asInt(json['year']) ?? DateTime.now().year,
+      estimated: json.containsKey('estimated') ? asBool(json['estimated']) : true,
+      taxRate: asString(json['tax_rate']),
+      accounts: asObjects(json['accounts']).map(TaxRow.fromJson).toList(),
+      totals: totals == null ? null : TaxRow.fromJson(totals),
+      disclaimer: asString(json['disclaimer']),
+    );
+  }
+}
+
+/// An open lot with the date after which a sale falls under ЛДВ (the three-year exemption).
+class TaxLot {
+  const TaxLot({
+    required this.lotId,
+    required this.ldvEligible,
+    this.instrumentId,
+    this.ticker,
+    this.accountId,
+    this.openDate,
+    this.qtyRemaining,
+    this.costRub,
+    this.marketValueRub,
+    this.unrealizedGainRub,
+    this.ldvDate,
+    this.daysToLdv,
+    this.taxIfSoldNowRub,
+  });
+
+  final int lotId;
+  final int? instrumentId;
+  final String? ticker;
+  final int? accountId;
+  final DateTime? openDate;
+  final String? qtyRemaining;
+  final String? costRub;
+  final String? marketValueRub;
+  final String? unrealizedGainRub;
+  final bool ldvEligible;
+  final DateTime? ldvDate;
+  final int? daysToLdv;
+  final String? taxIfSoldNowRub;
+
+  /// Close enough to ЛДВ that selling now is an expensive mistake. Six months is the
+  /// horizon at which a person can still decide to wait.
+  bool get nearLdv => !ldvEligible && daysToLdv != null && daysToLdv! <= 183;
+
+  String get title => ticker ?? (instrumentId == null ? '#$lotId' : '#$instrumentId');
+
+  static TaxLot fromJson(Map<String, dynamic> json) => TaxLot(
+        lotId: asInt(json['lot_id']) ?? 0,
+        instrumentId: asInt(json['instrument_id']),
+        ticker: asString(json['ticker']),
+        accountId: asInt(json['account_id']),
+        openDate: asDate(json['open_date']),
+        qtyRemaining: asString(json['qty_remaining']),
+        costRub: asString(json['cost_rub']),
+        marketValueRub: asString(json['market_value_rub']),
+        unrealizedGainRub: asString(json['unrealized_gain_rub']),
+        ldvEligible: asBool(json['ldv_eligible']),
+        ldvDate: asDate(json['ldv_date']),
+        daysToLdv: asInt(json['days_to_ldv']),
+        taxIfSoldNowRub: asString(json['tax_if_sold_now_rub']),
+      );
+}
+
+class TaxApi {
+  const TaxApi(this._dio);
+
+  final Dio _dio;
+
+  static const _base = '/api/v1/tax';
+
+  Future<TaxSummary> summary({required int year, int? accountId}) async {
+    final r = await _dio.get<Map<String, dynamic>>(
+      _base,
+      queryParameters: {'year': year, 'account_id': ?accountId},
+    );
+    return TaxSummary.fromJson(r.data ?? const {});
+  }
+
+  Future<List<TaxLot>> lots({required int year, int? accountId}) async {
+    final r = await _dio.get<Map<String, dynamic>>(
+      '$_base/lots',
+      queryParameters: {'year': year, 'account_id': ?accountId},
+    );
+    return asObjects((r.data ?? const {})['lots']).map(TaxLot.fromJson).toList();
+  }
+}