114 lines
3.6 KiB
Go
114 lines
3.6 KiB
Go
package mujica
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import (
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"fmt"
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"math"
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"github.com/egoist/mygo/ui"
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"mujicaui/icons"
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"mujicaui/internal"
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"mujicaui/theme"
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)
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// AllocationItem is an asset class's value and target weight in percent.
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type AllocationItem struct {
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Name string
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Value float64
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Target float64
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}
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// AssetAllocationChartOptions configure an AssetAllocationChart.
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type AssetAllocationChartOptions struct {
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Frame ChartFrame
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// Tolerance is the drift in points that warns; zero means 5.
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Tolerance float64
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Format func(v float64) string
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}
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// AssetAllocationChart shows holdings as a donut and lists each weight against its target.
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func AssetAllocationChart(c *ui.Context, items []AllocationItem, opts AssetAllocationChartOptions) ChartResult {
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if opts.Tolerance < 0 {
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panic("mujica: AssetAllocationChart Tolerance is negative")
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}
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tol := opts.Tolerance
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if tol == 0 {
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tol = 5
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}
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total, targets := 0.0, 0.0
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for _, it := range items {
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if it.Name == "" || it.Value < 0 || it.Target < 0 || math.IsNaN(it.Value) || math.IsNaN(it.Target) {
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panic("mujica: AllocationItem needs a Name and values ≥ 0")
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}
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total += it.Value
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targets += it.Target
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}
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if len(items) > 0 && math.Abs(targets-100) > 0.01 && targets != 0 {
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panic(fmt.Sprintf("mujica: AllocationItem targets sum to %v, not 100", targets))
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}
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k := Tokens(c)
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u := Density(c).Unit()
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pal := internal.Palette(k)
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var res ChartResult
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row := ui.Row(c).Gap(u * 6).AlignItems(ui.Start).Wrap()
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row.Children(func() {
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slices := make([]ChartSlice, len(items))
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for i, it := range items {
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slices[i] = ChartSlice{Label: it.Name, Value: it.Value}
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}
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frame := opts.Frame
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if frame.Height == 0 {
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frame.Height = 220
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}
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ui.Column(c).Width(frame.Height + 40).Children(func() {
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res = PieChart(c, slices, PieChartOptions{Frame: frame, Donut: true, Format: opts.Format})
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})
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if total == 0 {
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return
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}
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size := FontSize(c, theme.CaptionSize)
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g := ui.Grid(c).ColumnTracks(ui.FitContent(), ui.FitContent(), ui.FitContent(), ui.FitContent()).GapX(u * 4).GapY(u * 2).
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Role(ui.RoleTable).Label(frame.Label)
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g.Children(func() {
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for _, h := range []string{"asset_allocation_chart.asset", "asset_allocation_chart.weight", "asset_allocation_chart.target", "asset_allocation_chart.drift"} {
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ui.Text(c, msg(c, h)).FontSize(size).TextColor(k.TextMuted).Role(ui.RoleColumnHeader)
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}
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for i, it := range items {
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w := it.Value / total * 100
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drift := w - it.Target
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ui.Row(c).Key(it.Name).Gap(u * 2).AlignItems(ui.Center).Children(func() {
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ui.Box(c).Size(12, 12).Draw(func(p *ui.Painter, r ui.Rect) { internal.Marker(p, i, r.X+6, r.Y+6, 10, pal[i%len(pal)]) })
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ui.Text(c, it.Name).SingleLine()
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})
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ui.Text(c, fmt.Sprintf("%.1f%%", w)).FontFeatures("tnum").JustifySelf(ui.End)
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ui.Text(c, fmt.Sprintf("%.1f%%", it.Target)).FontFeatures("tnum").TextColor(k.TextMuted).JustifySelf(ui.End)
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allocationDrift(c, drift, tol)
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}
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})
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})
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res.Element = row
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return res
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}
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// allocationDrift shows the drift in points; beyond tolerance it warns with an icon and a word.
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func allocationDrift(c *ui.Context, drift, tol float64) {
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k := Tokens(c)
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text := statisticSigned(drift, 1) + " pt"
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over := math.Abs(drift) > tol
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ink := k.TextMuted
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if over {
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ink = k.Warning
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}
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ui.Row(c).Gap(4).AlignItems(ui.Center).JustifySelf(ui.End).TextColor(ink).Children(func() {
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if over {
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ui.Icon(c, icons.Must("triangle-alert")).Size(12, 12)
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word := "asset_allocation_chart.over"
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if drift < 0 {
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word = "asset_allocation_chart.under"
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}
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ui.Text(c, msg(c, word)).FontSize(FontSize(c, theme.CaptionSize))
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}
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ui.Text(c, text).FontFeatures("tnum")
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})
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}
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