wip markets

portfolio_summary.go

@@ -0,0 +1,130 @@
+package mujica
+
+import (
+	"cmp"
+	"fmt"
+	"log/slog"
+	"math"
+
+	"github.com/egoist/mygo/ui"
+
+	"mujicaui/internal"
+	"mujicaui/theme"
+)
+
+// PortfolioAccount is one account's value and profit.
+type PortfolioAccount struct {
+	ID, Name string
+	Total    float64
+	// DayPnL is today's profit; TotalReturn the profit since inception.
+	DayPnL, TotalReturn float64
+	// Cost is what went in; it turns TotalReturn into a percent.
+	Cost float64
+}
+
+// PortfolioSummaryOptions configure a PortfolioSummary.
+type PortfolioSummaryOptions struct {
+	// Currency prefixes amounts; empty is "$".
+	Currency string
+	// Decimals of amounts; zero means 2.
+	Decimals int
+	Disabled bool
+}
+
+// PortfolioSummaryView is a built summary; Changed reports another account chosen.
+type PortfolioSummaryView struct {
+	Element *ui.Element
+	Changed bool
+}
+
+// PortfolioSummary shows total assets, today's profit and total return, for all accounts or one.
+func PortfolioSummary(c *ui.Context, account *string, accounts []PortfolioAccount, opts PortfolioSummaryOptions) PortfolioSummaryView {
+	if account == nil {
+		panic("mujica: PortfolioSummary needs an account")
+	}
+	dec := priceDecimals("PortfolioSummary", opts.Decimals)
+	cur := cmp.Or(opts.Currency, "$")
+	k := Tokens(c)
+	u := Density(c).Unit()
+	var sum PortfolioAccount
+	found := *account == ""
+	for _, a := range accounts {
+		if a.ID == "" {
+			panic("mujica: PortfolioAccount needs an ID")
+		}
+		if *account == "" || a.ID == *account {
+			found = found || a.ID == *account
+			sum.Total += a.Total
+			sum.DayPnL += a.DayPnL
+			sum.TotalReturn += a.TotalReturn
+			sum.Cost += a.Cost
+		}
+	}
+	if !found {
+		panic("mujica: PortfolioSummary account " + *account + " is not listed")
+	}
+	before := *account
+	v := PortfolioSummaryView{}
+	v.Element = ui.Column(c).Gap(u*3).Padding(u*4).Background(k.Surface).Border(theme.BorderWidth, k.Border).
+		Radius(theme.CardRadius).Disabled(opts.Disabled)
+	v.Element.Children(func() {
+		if len(accounts) > 1 {
+			items := []RadioItem[string]{{Value: "", Label: msg(c, "portfolio_summary.all")}}
+			for _, a := range accounts {
+				items = append(items, RadioItem[string]{Value: a.ID, Label: a.Name})
+			}
+			RadioGroup(c, account, items, RadioGroupOptions{Horizontal: true, Label: msg(c, "portfolio_summary.accounts"), Disabled: opts.Disabled})
+		}
+		ui.Box(c).FillWidth().Height(9).Draw(func(p *ui.Painter, r ui.Rect) { internal.RuleDiamond(p, r, 6, 5, k.Ornament) })
+		ui.Row(c).Wrap().Gap(u * 8).Children(func() {
+			portfolioFigure(c, msg(c, "portfolio_summary.total"), func() {
+				ui.Text(c, cur+statisticFormat(sum.Total, dec)).Font(theme.SerifFont).FontSize(FontSize(c, theme.H1Size)).FontFeatures("tnum")
+			})
+			prev := sum.Total - sum.DayPnL
+			portfolioFigure(c, msg(c, "portfolio_summary.day"), func() {
+				portfolioSigned(c, sum.DayPnL, cur, dec, portfolioPercent(sum.DayPnL, prev))
+			})
+			portfolioFigure(c, msg(c, "portfolio_summary.return"), func() {
+				portfolioSigned(c, sum.TotalReturn, cur, dec, portfolioPercent(sum.TotalReturn, sum.Cost))
+			})
+		})
+	})
+	v.Changed = *account != before && !v.Element.IsDisabled()
+	if v.Changed {
+		slog.Debug("mujica: portfolio_summary account", "id", *account)
+	}
+	return v
+}
+
+func portfolioFigure(c *ui.Context, title string, value func()) {
+	ui.Column(c).Gap(2).Role(ui.RoleGroup).Label(title).Children(func() {
+		ui.Text(c, title).FontSize(FontSize(c, theme.CaptionSize)).TextColor(Tokens(c).TextMuted)
+		value()
+	})
+}
+
+// portfolioSigned shows a signed amount and percent with the trend arrow.
+func portfolioSigned(c *ui.Context, v float64, cur string, dec int, pct float64) {
+	sign := trendSign(v)
+	text := cur + statisticFormat(math.Abs(v), dec)
+	if sign > 0 {
+		text = "+" + text
+	} else if sign < 0 {
+		text = "−" + text
+	}
+	ui.Row(c).Gap(4).AlignItems(ui.Center).TextColor(trendColor(c, sign)).Label(trendWord(c, sign) + " " + text).Children(func() {
+		ui.Icon(c, trendIcon(sign)).Size(16, 16)
+		ui.Text(c, text).FontSize(FontSize(c, theme.H3Size)).FontWeight(600).FontFeatures("tnum")
+		if !math.IsNaN(pct) {
+			ui.Text(c, fmt.Sprintf("(%s%%)", statisticSigned(pct, 2))).FontFeatures("tnum")
+		}
+	})
+}
+
+// portfolioPercent is part of base in percent, NaN when base is zero.
+func portfolioPercent(part, base float64) float64 {
+	if base == 0 {
+		return math.NaN()
+	}
+	return part / base * 100
+}