Dmitry
6891028074
Крайние подписи оси Y (414.6K поверх 400K) скрыты, числа в русской краткой форме, подписи оси X не обрезаются справа. Добавлена легенда: сплошная линия — стоимость, пунктир — вложено нетто.
500 lines
16 KiB
Dart
500 lines
16 KiB
Dart
import 'package:decimal/decimal.dart';
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import 'package:fintracker_api/fintracker_api.dart';
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import 'package:fl_chart/fl_chart.dart';
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import 'package:flutter/material.dart';
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import 'package:flutter_riverpod/flutter_riverpod.dart';
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import '../../core/theme/chart_colors.dart';
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import '../../core/utils/compact_number.dart';
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import '../../core/utils/ru_date.dart';
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import '../../core/widgets/async_value_view.dart';
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import '../../core/widgets/empty_state.dart';
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import '../../core/widgets/money_text.dart';
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import '../../core/widgets/help_tip.dart';
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import 'benchmarks_card.dart';
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import 'holdings_table.dart';
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import 'labels.dart';
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import 'providers.dart';
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double _d(String s) => Decimal.parse(s).toDouble();
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/// Which parts of the screen a [HoldingsTab] draws. The same providers feed all of them, so
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/// the numbers on Портфель and on Аналитика → Общее can never disagree.
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enum HoldingsSections {
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/// Everything, top to bottom.
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all,
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/// Only the assets table — the Портфель screen.
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table,
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/// The charts and returns, without the table — Аналитика → Общее.
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overview,
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}
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/// Позиции: what the portfolio holds, what it is worth, and what it earned.
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class HoldingsTab extends ConsumerWidget {
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const HoldingsTab({
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this.sections = HoldingsSections.all,
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this.header,
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super.key,
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});
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final HoldingsSections sections;
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/// Drawn above everything else, inside the same scrolling list.
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final Widget? header;
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@override
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Widget build(BuildContext context, WidgetRef ref) {
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final summary = ref.watch(portfolioSummaryProvider);
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final holdings = ref.watch(holdingsProvider);
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final series = ref.watch(valueSeriesProvider);
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final returns = ref.watch(portfolioReturnsProvider);
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final all = sections == HoldingsSections.all;
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final withTable = all || sections == HoldingsSections.table;
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final withCharts = all || sections == HoldingsSections.overview;
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return RefreshIndicator(
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onRefresh: () async => invalidatePortfolioProviders(ref),
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child: ListView(
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padding: const EdgeInsets.all(16),
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children: [
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if (header != null) ...[header!, const SizedBox(height: 16)],
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if (all) ...[
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AsyncValueView(
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value: summary,
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onRetry: () => ref.invalidate(portfolioSummaryProvider),
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data: (cached) => _SummaryTiles(summary: cached.data),
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),
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const SizedBox(height: 20),
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],
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if (withCharts) ...[
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_Card(
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title: 'Стоимость за 365 дней',
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child: AsyncValueView(
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value: series,
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onRetry: () => ref.invalidate(valueSeriesProvider),
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data: (cached) => cached.data.isEmpty
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? const EmptyState(
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icon: Icons.show_chart,
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message: 'Пока нет данных.',
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)
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: _ValueChart(rows: cached.data),
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),
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),
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const SizedBox(height: 16),
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_Card(
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title: 'Доходность',
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child: AsyncValueView(
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value: returns,
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onRetry: () => ref.invalidate(portfolioReturnsProvider),
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data: (cached) => cached.data.isEmpty
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? const EmptyState(
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icon: Icons.percent,
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message: 'Пока нечего считать.',
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)
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: _ReturnsTable(rows: cached.data),
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),
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),
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const SizedBox(height: 16),
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const _Card(
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title: 'Сравнение с бенчмарками',
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child: BenchmarksCard(),
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),
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],
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if (withTable && withCharts) const SizedBox(height: 16),
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if (withTable)
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_Card(
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title: all ? 'Позиции' : null,
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child: AsyncValueView(
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value: holdings,
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onRetry: () => ref.invalidate(holdingsProvider),
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data: (cached) => cached.data.isEmpty
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? const EmptyState(
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icon: Icons.inventory_2_outlined,
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message: 'Открытых позиций нет — нужна синхронизация брокера.',
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)
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: HoldingsTable(rows: cached.data),
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),
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),
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],
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),
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);
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}
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}
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class _SummaryTiles extends StatelessWidget {
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const _SummaryTiles({required this.summary});
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final SummaryOut summary;
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@override
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Widget build(BuildContext context) {
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final yearly = summary.returns.where((r) => r.period == '1y').firstOrNull;
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return Wrap(
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spacing: 12,
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runSpacing: 12,
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children: [
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_Tile(
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label: 'Стоимость',
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value: MoneyText(summary.totalRub, currency: 'RUB'),
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note: 'в т.ч. кэш ${MoneyText.format(summary.cashRub, 'RUB')}',
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),
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_Tile(
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label: 'Вложено',
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value: MoneyText(summary.investedNetRub, currency: 'RUB'),
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note: 'внешние потоки нетто',
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),
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_Tile(
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label: 'Прибыль',
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value: summary.pnlTotalRub == null
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? const Text('—')
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: MoneyText(
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summary.pnlTotalRub!,
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currency: 'RUB',
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style: TextStyle(
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color: signColor(context, summary.pnlTotalRub),
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),
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),
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note: summary.pnlTotalRub == null
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? 'часть позиций без цены'
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: 'реализовано ${MoneyText.format(summary.realizedPnlRub, 'RUB')}',
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),
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_Tile(
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label: 'Выплаты',
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value: MoneyText(summary.incomeRub, currency: 'RUB'),
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note: 'дивиденды и купоны',
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),
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_Tile(
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label: 'XIRR, год',
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value: Text(
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formatPercent(yearly?.xirr),
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style: TextStyle(color: signColor(context, yearly?.xirr)),
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),
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note: 'денежно-взвешенная',
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),
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_Tile(
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label: 'TWR, год',
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value: Text(
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formatPercent(yearly?.twr),
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style: TextStyle(color: signColor(context, yearly?.twr)),
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),
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note: (yearly?.twrDaysSkipped ?? 0) > 0
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? 'пропущено ${yearly!.twrDaysSkipped} дн.'
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: 'без учёта пополнений',
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),
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if (summary.unpricedCount > 0 || summary.staleCount > 0)
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_Tile(
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label: 'Цены',
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value: Text('${summary.unpricedCount} / ${summary.staleCount}'),
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note: 'без цены / устаревших',
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),
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],
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);
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}
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}
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class _Tile extends StatelessWidget {
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const _Tile({required this.label, required this.value, this.note});
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final String label;
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final Widget value;
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final String? note;
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@override
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Widget build(BuildContext context) {
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final theme = Theme.of(context);
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return SizedBox(
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width: 184,
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child: Card(
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child: Padding(
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padding: const EdgeInsets.all(12),
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child: Column(
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crossAxisAlignment: CrossAxisAlignment.start,
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children: [
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TermLabel(label, style: theme.textTheme.bodySmall),
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const SizedBox(height: 4),
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DefaultTextStyle(
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style: theme.textTheme.titleMedium!,
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child: value,
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),
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if (note != null) ...[
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const SizedBox(height: 2),
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Text(
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note!,
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style: theme.textTheme.bodySmall?.copyWith(
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color: theme.hintColor,
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),
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maxLines: 2,
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),
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],
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],
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),
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),
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),
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);
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}
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}
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class _ValueChart extends StatelessWidget {
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const _ValueChart({required this.rows});
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final List<ValueDay> rows;
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@override
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Widget build(BuildContext context) {
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final theme = Theme.of(context);
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final spots = <FlSpot>[];
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final invested = <FlSpot>[];
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for (var i = 0; i < rows.length; i++) {
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spots.add(FlSpot(i.toDouble(), _d(rows[i].totalRub)));
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invested.add(FlSpot(i.toDouble(), _d(rows[i].investedNetRub)));
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}
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const names = ['Стоимость', 'Вложено (нетто)'];
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final chart = SizedBox(
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height: 220,
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child: LineChart(
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LineChartData(
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gridData: const FlGridData(show: true, drawVerticalLine: false),
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borderData: FlBorderData(show: false),
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titlesData: FlTitlesData(
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topTitles: const AxisTitles(),
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rightTitles: const AxisTitles(),
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leftTitles: AxisTitles(
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sideTitles: SideTitles(
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showTitles: true,
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reservedSize: 56,
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getTitlesWidget: (value, meta) {
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// the axis ends sit on the data's min/max and land on top of the round
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// labels next to them (414,6 тыс over 400 тыс)
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if (value == meta.min || value == meta.max) {
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return const SizedBox.shrink();
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}
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return SideTitleWidget(
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axisSide: meta.axisSide,
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child: Text(
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compactNumber(value),
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style: theme.textTheme.bodySmall,
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),
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);
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},
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),
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),
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bottomTitles: AxisTitles(
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sideTitles: SideTitles(
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showTitles: true,
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reservedSize: 28,
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// ticks at the quarters of the span, so the last one is the last day
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interval: ((rows.length - 1) / 4).clamp(1.0, double.infinity),
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getTitlesWidget: (value, meta) {
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// float steps can land a label a hair before the last one; keep only one
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if (value != meta.max &&
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meta.max - value < meta.appliedInterval * 0.1) {
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return const SizedBox.shrink();
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}
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final i = value.round();
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if (i < 0 || i >= rows.length) return const SizedBox.shrink();
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return SideTitleWidget(
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axisSide: meta.axisSide,
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fitInside: SideTitleFitInsideData.fromTitleMeta(meta),
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child: Text(
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ruMonthYearShort(rows[i].d),
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style: theme.textTheme.bodySmall,
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),
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);
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},
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),
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),
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),
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lineBarsData: [
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LineChartBarData(
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spots: spots,
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isCurved: false,
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color: ChartColors.slot1Blue,
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barWidth: 2,
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dotData: const FlDotData(show: false),
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),
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LineChartBarData(
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spots: invested,
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isCurved: false,
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color: ChartColors.slot4Yellow,
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barWidth: 1.5,
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dashArray: const [4, 3],
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dotData: const FlDotData(show: false),
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),
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],
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lineTouchData: LineTouchData(
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touchTooltipData: LineTouchTooltipData(
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getTooltipItems: (touched) => [
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for (final (i, t) in touched.indexed)
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LineTooltipItem(
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'${i == 0 ? '${ruDate(rows[t.x.round()].d)}\n' : ''}'
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'${names[t.barIndex]}: '
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'${MoneyText.format(t.y.toStringAsFixed(2), 'RUB')}',
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theme.textTheme.bodySmall ?? const TextStyle(),
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),
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],
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),
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),
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),
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),
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);
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// the dashed line has no other explanation: say what each of the two is
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Widget key(Color color, String label, {bool dashed = false}) => Row(
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mainAxisSize: MainAxisSize.min,
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children: [
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SizedBox(
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width: 18,
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child: dashed
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? Row(
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mainAxisAlignment: MainAxisAlignment.spaceBetween,
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children: [
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for (var i = 0; i < 3; i++)
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Container(width: 4, height: 2, color: color),
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],
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)
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: Container(height: 2, color: color),
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),
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const SizedBox(width: 6),
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Text(label, style: theme.textTheme.bodySmall),
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],
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);
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return Column(
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crossAxisAlignment: CrossAxisAlignment.start,
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children: [
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chart,
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const SizedBox(height: 8),
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Wrap(
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spacing: 16,
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runSpacing: 4,
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children: [
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key(ChartColors.slot1Blue, names[0]),
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key(ChartColors.slot4Yellow, names[1], dashed: true),
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],
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),
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],
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);
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}
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}
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class _ReturnsTable extends StatelessWidget {
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const _ReturnsTable({required this.rows});
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final List<ReturnsOut> rows;
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@override
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Widget build(BuildContext context) {
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final headerStyle = Theme.of(context).textTheme.labelMedium;
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return SingleChildScrollView(
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scrollDirection: Axis.horizontal,
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child: DataTable(
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columns: [
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DataColumn(label: Text('Период', style: headerStyle)),
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DataColumn(
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label: TermLabel(
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'Прибыль',
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style: headerStyle,
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alignment: MainAxisAlignment.end,
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),
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numeric: true,
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),
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DataColumn(
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label: TermLabel(
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'Потоки',
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style: headerStyle,
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alignment: MainAxisAlignment.end,
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),
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numeric: true,
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),
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DataColumn(
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label: TermLabel(
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'XIRR',
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style: headerStyle,
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alignment: MainAxisAlignment.end,
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),
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numeric: true,
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),
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DataColumn(
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label: TermLabel(
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'TWR',
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style: headerStyle,
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alignment: MainAxisAlignment.end,
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),
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numeric: true,
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),
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],
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rows: [
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for (final r in rows)
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DataRow(
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cells: [
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DataCell(Text(periodLabel(r.period))),
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DataCell(
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MoneyText(
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r.absPnlRub,
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currency: 'RUB',
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style: TextStyle(color: signColor(context, r.absPnlRub)),
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),
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),
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DataCell(MoneyText(r.externalFlowRub, currency: 'RUB')),
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DataCell(
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Text(
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formatPercent(r.xirr),
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style: TextStyle(color: signColor(context, r.xirr)),
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),
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),
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DataCell(
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Row(
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mainAxisSize: MainAxisSize.min,
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children: [
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Text(
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formatPercent(r.twr),
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style: TextStyle(color: signColor(context, r.twr)),
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),
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if (r.twrDaysSkipped > 0) ...[
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const SizedBox(width: 4),
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Tooltip(
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message:
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'Пропущено ${r.twrDaysSkipped} дн.: '
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'в эти дни часть позиции была без цены',
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child: const Icon(Icons.info_outline, size: 14),
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),
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],
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],
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),
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),
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],
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),
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],
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),
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);
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}
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}
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class _Card extends StatelessWidget {
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const _Card({required this.child, this.title});
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final String? title;
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final Widget child;
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@override
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Widget build(BuildContext context) {
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return Card(
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child: Padding(
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padding: const EdgeInsets.all(16),
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child: Column(
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crossAxisAlignment: CrossAxisAlignment.start,
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children: [
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if (title != null) ...[
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TermLabel(title!, style: Theme.of(context).textTheme.titleMedium),
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const SizedBox(height: 12),
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],
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child,
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],
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),
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),
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);
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}
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}
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