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