Dmitry
7b419f4188
accounts, cashflow, categories, goals, income, portfolio (+instrument), rebalance, tax, rules переведены на Cached<T> по контракту docs/ai/offline-cache.md. Общие/второстепенные селекторы (scopesProvider, categoriesListProvider и т.п.) оставлены как есть — не основной контент экрана. sync_page.dart и settings_page.dart не тронуты (первый — заменён health-page отдельно, второй — чистые действия без списка для баннера).
417 lines
14 KiB
Dart
417 lines
14 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 'package:go_router/go_router.dart';
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import '../../core/theme/chart_colors.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 'benchmarks_card.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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/// 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({super.key});
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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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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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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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_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(icon: Icons.show_chart, message: 'Пока нет данных.')
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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(icon: Icons.percent, message: 'Пока нечего считать.')
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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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const SizedBox(height: 16),
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_Card(
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title: 'Позиции',
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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(color: signColor(context, summary.pnlTotalRub)),
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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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Text(label, style: theme.textTheme.bodySmall),
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const SizedBox(height: 4),
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DefaultTextStyle(style: theme.textTheme.titleMedium!, child: value),
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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(color: theme.hintColor),
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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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return 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: const AxisTitles(
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sideTitles: SideTitles(showTitles: true, reservedSize: 56),
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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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interval: (rows.length / 4).clamp(1, double.infinity),
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getTitlesWidget: (value, meta) {
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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 Text(ruMonthYearShort(rows[i].d), style: theme.textTheme.bodySmall);
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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 t in touched)
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LineTooltipItem(
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'${ruDate(rows[t.x.round()].d)}\n'
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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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}
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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(label: Text('Прибыль', style: headerStyle), numeric: true),
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DataColumn(label: Text('Потоки', style: headerStyle), numeric: true),
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DataColumn(label: Text('XIRR', style: headerStyle), numeric: true),
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DataColumn(label: Text('TWR', style: headerStyle), numeric: true),
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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(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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DataCell(MoneyText(r.externalFlowRub, currency: 'RUB')),
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DataCell(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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DataCell(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: '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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class _HoldingsTable extends StatelessWidget {
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const _HoldingsTable({required this.rows});
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final List<HoldingOut> 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('Бумага', style: headerStyle)),
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DataColumn(label: Text('Класс', style: headerStyle)),
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DataColumn(label: Text('Кол-во', style: headerStyle), numeric: true),
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DataColumn(label: Text('Цена', style: headerStyle), numeric: true),
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DataColumn(label: Text('Стоимость', style: headerStyle), numeric: true),
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DataColumn(label: Text('Доля', style: headerStyle), numeric: true),
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DataColumn(label: Text('Нереализ.', style: headerStyle), numeric: true),
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DataColumn(label: Text('XIRR', style: headerStyle), numeric: true),
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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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onSelectChanged: (_) => context.push('/portfolio/instrument/${r.instrumentId}'),
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cells: [
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DataCell(Row(
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mainAxisSize: MainAxisSize.min,
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children: [
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Flexible(
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child: Text(
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r.ticker ?? r.name,
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overflow: TextOverflow.ellipsis,
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),
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),
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const SizedBox(width: 6),
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PriceStatusChip(status: r.priceStatus, priceDate: r.priceDate),
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],
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)),
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DataCell(Text(assetClassLabel(r.assetClass))),
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DataCell(Text(formatQty(r.qty))),
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DataCell(r.marketPrice == null
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? const Text('—')
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: MoneyText(r.marketPrice!, currency: r.priceCurrency ?? r.currency)),
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// a position with no price shows nothing, never 0 ₽: it is absent from the
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// totals above, and a zero would read as "worthless" instead of "unknown"
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DataCell(r.valueRub == null
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? const Text('—')
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: MoneyText(r.valueRub!, currency: 'RUB')),
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DataCell(Text(formatPercent(r.weight, signed: false))),
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DataCell(r.unrealizedPnlRub == null
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? const Text('—')
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: MoneyText(
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r.unrealizedPnlRub!,
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currency: 'RUB',
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style: TextStyle(color: signColor(context, r.unrealizedPnlRub)),
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)),
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DataCell(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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),
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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.title, required this.child});
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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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Text(title, style: Theme.of(context).textTheme.titleMedium),
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const SizedBox(height: 12),
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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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