@marcos_feitoza/personal-finance-frontend-feature-investments 1.0.0

package/.circleci/config.yml

@@ -0,0 +1,23 @@
+version: 2.1
+
+jobs:
+  release:
+    docker:
+      - image: circleci/node:latest
+    steps:
+      - checkout
+      - run:
+          name: Install dependencies
+          command: npm install
+      - run:
+          name: Run semantic-release
+          command: npx semantic-release
+
+workflows:
+  build-and-release:
+    jobs:
+      - release:
+          filters:
+            branches:
+              only:
+                - main

package/.metadata

@@ -0,0 +1,10 @@
+# This file tracks properties of this Flutter project.
+# Used by Flutter tool to assess capabilities and perform upgrades etc.
+#
+# This file should be version controlled and should not be manually edited.
+
+version:
+  revision: "fcf2c11572af6f390246c056bc905eca609533a0"
+  channel: "stable"
+
+project_type: package

package/CHANGELOG.md

@@ -0,0 +1,30 @@
+# 1.0.0 (2025-11-22)
+
+
+### Bug Fixes
+
+* add back dividend to invest table ([2000d5f](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/2000d5fdf9c9ab86d2a60a4409c4f610b9ca7bfa))
+* add crypto live price working ([20c34ff](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/20c34ff420058b58e9ac638acf831497d15f9a3e))
+* add currency class ([0537b72](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/0537b727baec9591d69a52c82a56b02688300dd4))
+* add date logs ([5fd928d](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/5fd928d3e2b5ad1998ebadaf5fce3dee614a743a))
+* add ignore and more estilo ([3d21098](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/3d2109816a6e53baf076767bc3b36d056ae0bd11))
+* add more logs ([6b1274a](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/6b1274abd27f649186a1e89a328120eff91b70e1))
+* add release files ([630829b](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/630829b7aa6ad7af426f766081aa9c8eb3f547c8))
+* add rrsp sl table back ([3bf38c6](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/3bf38c6dd4abd8fd9267e138b5c2a434bcc9d65f))
+* add sell option back to crypto ([38e7118](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/38e7118b0c008cfd2a534d6f4ced9c05c814b0ee))
+* auth_provider ([312c293](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/312c2935b509550844be6791e84647d21dad9ac0))
+* decimal format ([f67454f](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/f67454f94018c2c4461d6a7d6fc0d602a33731a4))
+* fix stock market ([9cfd689](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/9cfd689602878bfd25e00ac2f4cc3d70c0a5a4da))
+* remove name table of rrsp tfsa and no-reg ([6cf11a4](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/6cf11a404dd9dd6b80cce7fa48ffb6adbfaabee8))
+* rrsp sl new estilo ([5de7f4a](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/5de7f4a056e6cbc83f1feb8e785bacd46ee04f8e))
+* validation of crypt working ([737502a](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/737502a053a2a1c4039b3b380cb49ee7f04be334))
+
+
+### Features
+
+* add delete crypto position ([1056be8](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/1056be8f2c08941aefa8b83a9bb60f278eb5e026))
+* Schema for updating a Trade ([2bca5e8](https://github.com/MarcosOps/personal-finance-frontend-feature-investments/commit/2bca5e80fc57198bc377ba3b8cff59eae41e5d2d))
+
+## 0.0.1
+
+* TODO: Describe initial release.

package/LICENSE

@@ -0,0 +1 @@
+TODO: Add your license here.

package/README.md

@@ -0,0 +1,39 @@
+<!--
+This README describes the package. If you publish this package to pub.dev,
+this README's contents appear on the landing page for your package.
+
+For information about how to write a good package README, see the guide for
+[writing package pages](https://dart.dev/tools/pub/writing-package-pages).
+
+For general information about developing packages, see the Dart guide for
+[creating packages](https://dart.dev/guides/libraries/create-packages)
+and the Flutter guide for
+[developing packages and plugins](https://flutter.dev/to/develop-packages).
+-->
+
+TODO: Put a short description of the package here that helps potential users
+know whether this package might be useful for them.
+
+## Features
+
+TODO: List what your package can do. Maybe include images, gifs, or videos.
+
+## Getting started
+
+TODO: List prerequisites and provide or point to information on how to
+start using the package.
+
+## Usage
+
+TODO: Include short and useful examples for package users. Add longer examples
+to `/example` folder.
+
+```dart
+const like = 'sample';
+```
+
+## Additional information
+
+TODO: Tell users more about the package: where to find more information, how to
+contribute to the package, how to file issues, what response they can expect
+from the package authors, and more.

package/analysis_options.yaml

@@ -0,0 +1,4 @@
+include: package:flutter_lints/flutter.yaml
+
+# Additional information about this file can be found at
+# https://dart.dev/guides/language/analysis-options

package/lib/personal_finance_frontend_feature_investments.dart

@@ -0,0 +1,5 @@
+/// A Calculator.
+class Calculator {
+  /// Returns [value] plus 1.
+  int addOne(int value) => value + 1;
+}

package/lib/screens/crypto_account_screen.dart

@@ -0,0 +1,381 @@
+import 'package:flutter/material.dart';
+import 'package:intl/intl.dart';
+import 'package:personal_finance_frontend_core_services/services/crypto_service.dart';
+import 'package:personal_finance_frontend_core_services/services/transaction_service.dart';
+import 'package:personal_finance_frontend_core_ui/widgets/crypto_trade_form.dart';
+import 'package:personal_finance_frontend_core_ui/widgets/app_widgets.dart';
+import 'package:provider/provider.dart';
+import 'package:personal_finance_frontend_core_services/providers/auth_provider.dart';
+
+class CryptoAccountScreen extends StatefulWidget {
+  final String accountName;
+
+  const CryptoAccountScreen({Key? key, required this.accountName}) : super(key: key);
+
+  @override
+  _CryptoAccountScreenState createState() => _CryptoAccountScreenState();
+}
+
+class _CryptoAccountScreenState extends State<CryptoAccountScreen> {
+  final TransactionService _transactionService = TransactionService();
+  final CryptoService _cryptoService = CryptoService();
+
+  List<Map<String, dynamic>> _trades = [];
+  List<Map<String, dynamic>> _assets = [];
+  List<Map<String, dynamic>> _portfolioSummary = [];
+  Map<String, double> _livePrices = {};
+  double _cashBalance = 0.0;
+  double _accountTotalValue = 0.0;
+  double _totalPortfolioBookCost = 0.0;
+  bool _isLoading = true;
+  bool _isFetchingPrices = false;
+  String? _selectedSymbolForFilter;
+  String? _token;
+
+  @override
+  void initState() {
+    super.initState();
+    WidgetsBinding.instance.addPostFrameCallback((_) {
+      final authProvider = Provider.of<AuthProvider>(context, listen: false);
+      setState(() {
+        _token = authProvider.token;
+      });
+      _fetchData();
+    });
+  }
+
+  String currencySymbol = r'$';
+
+  String _formatCurrency(double value) {
+    return '$currencySymbol${value.toStringAsFixed(2)}';
+  }
+
+  Future<void> _fetchData() async {
+    if (_token == null) return;
+    setState(() => _isLoading = true);
+    try {
+      final futures = <Future>[
+        _transactionService.getTrades(investmentAccount: widget.accountName, token: _token),
+        _transactionService.getAccountBalance(widget.accountName, token: _token),
+        _transactionService.getAssets(investmentAccount: widget.accountName, token: _token),
+        _transactionService.getTotalPortfolioBookCost(token: _token), // Fetch total cost
+      ];
+      final results = await Future.wait(futures);
+
+      final trades = results[0] as List<Map<String, dynamic>>;
+      final balance = results[1] as double;
+      final assets = results[2] as List<Map<String, dynamic>>;
+      final totalPortfolioBookCost = results[3] as double;
+
+      final summaryData = _calculatePortfolioSummary(trades, totalPortfolioBookCost);
+
+      setState(() {
+        _trades = trades;
+        _cashBalance = balance;
+        _assets = assets;
+        _portfolioSummary = summaryData['summary'];
+        _accountTotalValue = summaryData['total_value'] + _cashBalance;
+        _totalPortfolioBookCost = totalPortfolioBookCost;
+      });
+
+      if (mounted) await _fetchLivePrices();
+    } catch (e) {
+      if (mounted) ScaffoldMessenger.of(context).showSnackBar(SnackBar(content: Text('Error fetching data: $e')));
+    } finally {
+      if (mounted) setState(() => _isLoading = false);
+    }
+  }
+
+  Future<void> _fetchLivePrices() async {
+    if (_portfolioSummary.isEmpty || !mounted) return;
+    setState(() => _isFetchingPrices = true);
+
+    final idsToFetch = _portfolioSummary.map((p) => p['id_crypto'] as String? ?? p['symbol'] as String).where((s) => s.isNotEmpty).toList();
+
+    if (idsToFetch.isEmpty) {
+      setState(() => _isFetchingPrices = false);
+      return;
+    }
+
+    final livePrices = await _cryptoService.getLiveCryptoPrices(idsToFetch);
+
+    if (!mounted) return;
+
+    double newTotalValue = _cashBalance;
+    for (final position in _portfolioSummary) {
+      final shares = double.parse(position['shares'].toString());
+      final idForLookup = (position['id_crypto'] as String? ?? position['symbol'] as String).toLowerCase();
+      final livePrice = livePrices[idForLookup];
+      if (livePrice != null) {
+        newTotalValue += shares * livePrice;
+      } else {
+        newTotalValue += (position['total_cost'] as num?)?.toDouble() ?? 0.0;
+      }
+    }
+
+    setState(() {
+      _livePrices = livePrices;
+      _accountTotalValue = newTotalValue;
+      _isFetchingPrices = false;
+    });
+  }
+
+  Map<String, dynamic> _calculatePortfolioSummary(List<Map<String, dynamic>> trades, double totalPortfolioBookCost) {
+    Map<String, dynamic> summary = {};
+    double accountPortfolioBookCost = 0;
+
+    for (var trade in trades) {
+      final asset = trade['asset'];
+      if (asset == null || asset['symbol'] == null) continue;
+      String symbol = asset['symbol'];
+      String idCrypto = asset['id_crypto'] ?? symbol;
+
+      double shares = double.parse(trade['shares'].toString());
+      double price = double.parse(trade['price'].toString());
+      String tradeType = trade['trade_type'];
+
+      if (!summary.containsKey(symbol)) {
+        summary[symbol] = {
+          'symbol': symbol,
+          'id_crypto': idCrypto,
+          'name': asset['name'] ?? symbol,
+          'shares': 0.0,
+          'total_cost': 0.0,
+        };
+      }
+
+      if (tradeType == 'buy') {
+        summary[symbol]['shares'] += shares;
+        summary[symbol]['total_cost'] += shares * price;
+      } else if (tradeType == 'sell') {
+        double originalShares = summary[symbol]['shares'];
+        if (originalShares > 0) {
+          double avgPrice = summary[symbol]['total_cost'] / originalShares;
+          summary[symbol]['total_cost'] -= shares * avgPrice;
+        }
+        summary[symbol]['shares'] -= shares;
+      }
+    }
+
+    summary.removeWhere((key, value) => value['shares'] < 0.01);
+    accountPortfolioBookCost = summary.values.fold(0.0, (sum, item) => sum + item['total_cost']);
+
+    List<Map<String, dynamic>> result = [];
+    summary.forEach((symbol, data) {
+      double shares = data['shares'];
+      double totalCost = data['total_cost'];
+      data['avg_price'] = (shares > 0) ? totalCost / shares : 0.0;
+      data['account_allocation'] = (accountPortfolioBookCost > 0) ? (totalCost / accountPortfolioBookCost) * 100 : 0.0;
+      data['stocks_allocation'] = (totalPortfolioBookCost > 0) ? (totalCost / totalPortfolioBookCost) * 100 : 0.0;
+      result.add(data);
+    });
+
+    return {'summary': result, 'total_value': accountPortfolioBookCost};
+  }
+
+  @override
+  Widget build(BuildContext context) {
+    return Scaffold(
+      appBar: AppBar(
+        title: Text('${widget.accountName} Portfolio'),
+        actions: [
+          Center(
+            child: Padding(
+              padding: const EdgeInsets.only(right: 16.0),
+              child: Column(
+                mainAxisAlignment: MainAxisAlignment.center,
+                crossAxisAlignment: CrossAxisAlignment.end,
+                children: [
+                  Text('Total Portfolio: ${_formatCurrency(_accountTotalValue)}', style: const TextStyle(fontSize: 16, fontWeight: FontWeight.bold)),
+                  Text('Account Balance: ${_formatCurrency(_cashBalance)}', style: const TextStyle(fontSize: 12)),
+                ],
+              ),
+            ),
+          ),
+          IconButton(icon: const Icon(Icons.refresh), onPressed: _fetchData, tooltip: 'Refresh Data'),
+        ],
+      ),
+      body: _isLoading
+          ? const Center(child: CircularProgressIndicator())
+          : RefreshIndicator(
+              onRefresh: _fetchData,
+              child: SingleChildScrollView(
+                physics: const AlwaysScrollableScrollPhysics(),
+                padding: const EdgeInsets.all(16.0),
+                child: Column(
+                  crossAxisAlignment: CrossAxisAlignment.stretch,
+                  children: [
+                    Row(
+                      mainAxisAlignment: MainAxisAlignment.spaceBetween,
+                      children: [
+                        Text('Portfolio Summary', style: Theme.of(context).textTheme.titleLarge),
+                        if (_isFetchingPrices) const SizedBox(height: 20, width: 20, child: CircularProgressIndicator(strokeWidth: 2.0)),
+                      ],
+                    ),
+                    _buildSinteticoTable(),
+                    const SizedBox(height: 24),
+                    CryptoTradeForm(
+                        accountName: widget.accountName,
+                        portfolioSummary: _portfolioSummary,
+                        onTradeCreated: (_) => _fetchData(),
+                        token: _token),
+                    const SizedBox(height: 24),
+                    Text('Trade History', style: Theme.of(context).textTheme.titleLarge),
+                    const SizedBox(height: 8),
+                    _buildAnaliticoTable(),
+                  ],
+                ),
+              ),
+            ),
+    );
+  }
+
+  Widget _buildSinteticoTable() {
+    if (_portfolioSummary.isEmpty) return const Center(child: Padding(padding: EdgeInsets.all(16.0), child: Text('No positions held.')));
+    
+    return SingleChildScrollView(
+      scrollDirection: Axis.horizontal,
+      child: DataTable(
+        columnSpacing: 24.0,
+        columns: const [
+          DataColumn(label: Text('Name')),
+          DataColumn(label: Text('Symbol')),
+          DataColumn(label: Text('Quantity')),
+          DataColumn(label: Text('Avg Price')),
+          DataColumn(label: Text('Live')),
+          DataColumn(label: Text('Book Cost')),
+          DataColumn(label: Text('Allocation')),
+          DataColumn(label: Text('Stocks Allocation')),
+          DataColumn(label: Text('Return')),
+          DataColumn(label: Text('% Return')),
+        ],
+        rows: _portfolioSummary.map((position) {
+          final symbol = position['symbol'] as String;
+          final idForLookup = (position['id_crypto'] as String? ?? symbol).toLowerCase();
+          final livePrice = _livePrices[idForLookup];
+          final shares = double.parse(position['shares'].toString());
+          final avgPrice = double.parse(position['avg_price'].toString());
+          final totalPurchased = double.parse(position['total_cost'].toString());
+          final accountAllocation = (position['account_allocation'] as num?)?.toDouble() ?? 0.0;
+          final stocksAllocation = (position['stocks_allocation'] as num?)?.toDouble() ?? 0.0;
+
+          double? totalReturnValue, percentageReturn;
+
+          if (livePrice != null && shares > 0) {
+            final currentMarketValue = livePrice * shares;
+            totalReturnValue = currentMarketValue - totalPurchased;
+            if (totalPurchased > 0) percentageReturn = (totalReturnValue / totalPurchased) * 100;
+          }
+
+          final returnColor = (totalReturnValue ?? 0) >= 0 ? Colors.green : Colors.red;
+
+          return DataRow(cells: [
+            DataCell(SizedBox(width: 150, child: Text(position['name'] as String, overflow: TextOverflow.ellipsis))),
+            DataCell(Text(symbol)),
+            DataCell(Text(shares.toStringAsFixed(6))),
+            DataCell(Text(_formatCurrency(avgPrice))),
+            DataCell(livePrice != null ? Text(_formatCurrency(livePrice)) : const Text('N/A')),
+            DataCell(Text(_formatCurrency(totalPurchased))),
+            DataCell(Text('${accountAllocation.toStringAsFixed(2)}%')),
+            DataCell(Text('${stocksAllocation.toStringAsFixed(2)}%')),
+            DataCell(totalReturnValue != null ? Text(_formatCurrency(totalReturnValue), style: TextStyle(color: returnColor)) : const Text('N/A')),
+            DataCell(percentageReturn != null ? Text('${percentageReturn.toStringAsFixed(2)}%', style: TextStyle(color: returnColor)) : const Text('N/A')),
+          ]);
+        }).toList(),
+      ),
+    );
+  }
+
+  Widget _buildAnaliticoTable() {
+    if (_trades.isEmpty) return const Center(child: Padding(padding: EdgeInsets.all(16.0), child: Text('No trades found.')));
+
+    final sortedTrades = List<Map<String, dynamic>>.from(_trades)..sort((a, b) {
+      try {
+        return DateTime.parse(b['date'] as String).compareTo(DateTime.parse(a['date'] as String));
+      } catch (e) { return 0; }
+    });
+
+    return DataTable(
+      columns: const [
+        DataColumn(label: Text('Date')),
+        DataColumn(label: Text('Symbol')),
+        DataColumn(label: Text('Type')),
+        DataColumn(label: Text('Quantity')),
+        DataColumn(label: Text('Price')),
+        DataColumn(label: Text('Total')),
+        DataColumn(label: Text('Actions')), // New column
+      ],
+      rows: sortedTrades.map((trade) {
+        final double shares = double.parse(trade['shares'].toString());
+        final double price = double.parse(trade['price'].toString());
+        final double total = shares * price;
+        final tradeDate = DateTime.parse(trade['date'] as String);
+        final int tradeId = trade['id'] as int; // Get trade ID
+
+        return DataRow(cells: [
+          DataCell(Text(DateFormat('yyyy-MM-dd').format(tradeDate))),
+          DataCell(Text(trade['asset']?['symbol'] ?? 'N/A')),
+          DataCell(Text(trade['trade_type'] ?? 'N/A')),
+          DataCell(Text(shares.toStringAsFixed(6))),
+          DataCell(Text(_formatCurrency(price))),
+          DataCell(Text(_formatCurrency(total))),
+          DataCell( // New cell for the delete button
+            IconButton(
+              icon: const Icon(Icons.delete, color: Colors.red),
+              onPressed: () => _confirmAndDeleteTrade(tradeId),
+              tooltip: 'Delete Trade',
+            ),
+          ),
+        ]);
+      }).toList(),
+    );
+  }
+
+  Future<void> _confirmAndDeleteTrade(int tradeId) async {
+    final bool? confirm = await showDialog<bool>(
+      context: context,
+      builder: (BuildContext context) {
+        return AlertDialog(
+          title: const Text('Confirm Deletion'),
+          content: const Text('Are you sure you want to delete this trade? This action cannot be undone.'),
+          actions: <Widget>[
+            TextButton(
+              onPressed: () => Navigator.of(context).pop(false),
+              child: const Text('Cancel'),
+            ),
+            TextButton(
+              onPressed: () => Navigator.of(context).pop(true),
+              child: const Text('Delete'),
+            ),
+          ],
+        );
+      },
+    );
+
+    if (confirm == true) {
+      if (_token == null) {
+        ScaffoldMessenger.of(context).showSnackBar(
+          const SnackBar(content: Text('Authentication token not available.')),
+        );
+        return;
+      }
+      try {
+        final success = await _transactionService.deleteTrade(tradeId, token: _token);
+        if (success) {
+          ScaffoldMessenger.of(context).showSnackBar(
+            const SnackBar(content: Text('Trade deleted successfully.')),
+          );
+          _fetchData(); // Refresh data after deletion
+        } else {
+          ScaffoldMessenger.of(context).showSnackBar(
+            const SnackBar(content: Text('Failed to delete trade.')),
+          );
+        }
+      } catch (e) {
+        ScaffoldMessenger.of(context).showSnackBar(
+          SnackBar(content: Text('Error deleting trade: $e')),
+        );
+      }
+    }
+  }
+}