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

package/lib/screens/investment_account_screen.dart

@@ -0,0 +1,624 @@
+import 'package:flutter/material.dart';
+import 'package:intl/intl.dart';
+import 'package:personal_finance_frontend_core_services/services/stock_service.dart';
+import 'package:personal_finance_frontend_core_services/services/transaction_service.dart';
+import 'package:personal_finance_frontend_core_ui/widgets/trade_form.dart';
+import 'package:personal_finance_frontend_core_ui/widgets/dividend_log_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 InvestmentAccountScreen extends StatefulWidget {
+  final String accountName;
+  final bool showDividends;
+
+  const InvestmentAccountScreen(
+      {Key? key, required this.accountName, this.showDividends = true})
+      : super(key: key);
+
+  @override
+  _InvestmentAccountScreenState createState() =>
+      _InvestmentAccountScreenState();
+}
+
+class _InvestmentAccountScreenState extends State<InvestmentAccountScreen> {
+  final TransactionService _transactionService = TransactionService();
+  final StockService _stockService = StockService();
+
+  List<Map<String, dynamic>> _trades = [];
+  List<Map<String, dynamic>> _dividends = [];
+  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${value.toStringAsFixed(2)}';
+  }
+
+  String _formatDuration(Duration duration) {
+    if (duration.isNegative) return '';
+    int days = duration.inDays;
+    int years = days ~/ 365;
+    days %= 365;
+    int months = days ~/ 30;
+    days %= 30;
+    List<String> parts = [];
+    if (years > 0) parts.add('${years}Y');
+    if (months > 0) parts.add('${months}M');
+    if (days > 0 || (years == 0 && months == 0)) parts.add('${days}D');
+    return parts.join(' ');
+  }
+
+  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),
+      ];
+      if (widget.showDividends) {
+        futures.add(_transactionService.getDividends(
+            investmentAccount: widget.accountName, token: _token));
+      }
+      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 dividends = widget.showDividends
+          ? results[4] as List<Map<String, dynamic>>
+          : <Map<String, dynamic>>[];
+
+      final summaryData = _calculatePortfolioSummary(trades, dividends);
+
+      setState(() {
+        _trades = trades;
+        _dividends = dividends;
+        _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 symbolsToFetch = _portfolioSummary
+        .map((p) => p['symbol'] as String)
+        .where((s) => s.isNotEmpty)
+        .toList();
+
+    if (symbolsToFetch.isEmpty) {
+      setState(() => _isFetchingPrices = false);
+      return;
+    }
+
+    final livePrices = await _stockService.getLivePrices(symbolsToFetch);
+
+    if (!mounted) return;
+
+    double newTotalValue = _cashBalance;
+    for (final position in _portfolioSummary) {
+      final shares = double.parse(position['shares'].toString());
+      final livePrice = livePrices[position['symbol']];
+      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, List<Map<String, dynamic>> dividends) {
+    Map<String, dynamic> summary = {};
+    double accountPortfolioBookCost = 0;
+
+    Map<String, double> dividendSummary = {};
+    if (widget.showDividends) {
+      for (var dividend in dividends) {
+        final asset = dividend['asset'];
+        if (asset != null && asset['symbol'] != null) {
+          String symbol = asset['symbol'];
+          double amount = double.parse(dividend['amount'].toString());
+          dividendSummary.update(symbol, (value) => value + amount,
+              ifAbsent: () => amount);
+        }
+      }
+    }
+
+    for (var trade in trades) {
+      final asset = trade['asset'];
+      if (asset == null || asset['symbol'] == null) continue;
+      String symbol = asset['symbol'];
+
+      double shares = double.parse(trade['shares'].toString());
+      double price = double.parse(trade['price'].toString());
+      String tradeType = trade['trade_type'];
+      DateTime tradeDate = DateTime.parse(trade['date']);
+
+      if (!summary.containsKey(symbol)) {
+        summary[symbol] = {
+          'symbol': symbol,
+          'name': asset['name'] ?? symbol,
+          'industry': asset['industry'] ?? 'N/A',
+          'shares': 0.0,
+          'total_cost': 0.0,
+          'total_dividends': dividendSummary[symbol] ?? 0.0,
+          'first_trade_date': tradeDate,
+          'last_activity_date': tradeDate,
+        };
+      } else {
+        if (tradeDate.isBefore(summary[symbol]['first_trade_date'])) {
+          summary[symbol]['first_trade_date'] = tradeDate;
+        }
+        if (tradeDate.isAfter(summary[symbol]['last_activity_date'])) {
+          summary[symbol]['last_activity_date'] = tradeDate;
+        }
+      }
+
+      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;
+      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 (Sintético)',
+                            style: Theme.of(context).textTheme.titleLarge),
+                        if (_isFetchingPrices)
+                          const SizedBox(
+                              height: 20,
+                              width: 20,
+                              child:
+                                  CircularProgressIndicator(strokeWidth: 2.0)),
+                      ],
+                    ),
+                    _buildSinteticoTable(),
+                    const SizedBox(height: 24),
+                    Row(
+                      crossAxisAlignment: CrossAxisAlignment.start,
+                      children: [
+                        Expanded(
+                            child: TradeForm(
+                                accountName: widget.accountName,
+                                portfolioSummary: _portfolioSummary,
+                                assets: _assets,
+                                onTradeCreated: (_) => _fetchData(),
+                                token: _token,
+                            )),
+                        if (widget.showDividends) ...[
+                          const SizedBox(width: 16),
+                          Expanded(
+                            child: DividendLogForm(
+                              investmentAccount: widget.accountName,
+                              assets: _assets,
+                              onDividendLogged: () => _fetchData(),
+                              token: _token,
+                            ),
+                          ),
+                        ],
+                      ],
+                    ),
+                    const SizedBox(height: 24),
+                    Text('Trade History (Analítico)',
+                        style: Theme.of(context).textTheme.titleLarge),
+                    const SizedBox(height: 8),
+                    _buildAnaliticoFilter(),
+                    const SizedBox(height: 8),
+                    _buildAnaliticoTable(),
+                  ],
+                ),
+              ),
+            ),
+    );
+  }
+
+  Widget _buildAnaliticoFilter() {
+    final symbols =
+        _portfolioSummary.map((p) => p['symbol'] as String).toSet().toList();
+    return Padding(
+      padding: const EdgeInsets.only(bottom: 8.0),
+      child: AppDropdown<String?>(
+        value: _selectedSymbolForFilter,
+        hint: 'Filter by Symbol',
+        items: [
+          const DropdownMenuItem<String?>(
+              value: null, child: Text('All Symbols')),
+          ...symbols.map((symbol) =>
+              DropdownMenuItem<String?>(value: symbol, child: Text(symbol))),
+        ],
+        onChanged: (String? newValue) =>
+            setState(() => _selectedSymbolForFilter = newValue),
+      ),
+    );
+  }
+
+  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('Symbol')),
+          const DataColumn(label: Text('Age')),
+          const DataColumn(label: Text('Purchased')),
+          const DataColumn(label: Text('Shares')),
+          const DataColumn(label: Text('Avg Price')),
+          const DataColumn(label: Text('Live')),
+          const DataColumn(label: Text('Purchased')),
+          const DataColumn(label: Text('Allocation')),
+          const DataColumn(label: Text('Stocks Allocation')),
+          const DataColumn(label: Text('Return')),
+          const DataColumn(label: Text('% Return')),
+          const DataColumn(label: Text('Book Cost')),
+          if (widget.showDividends) ...[
+            const DataColumn(label: Text('Dividends')),
+            const DataColumn(label: Text('Return + Div')),
+            const DataColumn(label: Text('Book Cost + Div')),
+            const DataColumn(label: Text('% Return Div')),
+          ],
+        ],
+        rows: _portfolioSummary.map((position) {
+          final symbol = position['symbol'] as String;
+          final livePrice = _livePrices[symbol];
+          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 = (_totalPortfolioBookCost > 0)
+              ? (totalPurchased / _totalPortfolioBookCost) * 100
+              : 0.0;
+          final totalDividends =
+              (position['total_dividends'] as num?)?.toDouble() ?? 0.0;
+          final firstActivity = position['first_trade_date'] as DateTime?;
+          final positionAge = firstActivity != null
+              ? DateTime.now().difference(firstActivity)
+              : null;
+
+          double? totalReturnValue,
+              percentageReturn,
+              bookCost,
+              returnPlusDividend,
+              bookCostPlusDividend,
+              percentageReturnDividend;
+
+          if (livePrice != null && shares > 0) {
+            final currentMarketValue = livePrice * shares;
+            totalReturnValue = currentMarketValue - totalPurchased;
+            bookCost = currentMarketValue;
+            if (totalPurchased > 0)
+              percentageReturn = (totalReturnValue / totalPurchased) * 100;
+            if (widget.showDividends) {
+              returnPlusDividend = totalReturnValue + totalDividends;
+              bookCostPlusDividend = bookCost + totalDividends;
+              if (totalPurchased > 0)
+                percentageReturnDividend =
+                    (returnPlusDividend / totalPurchased) * 100;
+            }
+          }
+
+          final returnColor =
+              (totalReturnValue ?? 0) >= 0 ? Colors.green : Colors.red;
+          final returnWithDivColor =
+              (returnPlusDividend ?? 0) >= 0 ? Colors.green : Colors.red;
+
+          return DataRow(cells: [
+            DataCell(Text(symbol)),
+            DataCell(Text(
+                positionAge != null ? _formatDuration(positionAge) : 'N/A')),
+            DataCell(Text(position['last_activity_date'] != null
+                ? DateFormat('yyyy-MM-dd')
+                    .format(position['last_activity_date'])
+                : 'N/A')),
+            DataCell(Text(shares.toStringAsFixed(4))),
+            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')),
+            DataCell(bookCost != null
+                ? Text(_formatCurrency(bookCost))
+                : const Text('N/A')),
+            if (widget.showDividends) ...[
+              DataCell(Text(_formatCurrency(totalDividends))),
+              DataCell(returnPlusDividend != null
+                  ? Text(_formatCurrency(returnPlusDividend),
+                      style: TextStyle(color: returnWithDivColor))
+                  : const Text('N/A')),
+              DataCell(bookCostPlusDividend != null
+                  ? Text(_formatCurrency(bookCostPlusDividend))
+                  : const Text('N/A')),
+              DataCell(percentageReturnDividend != null
+                  ? Text('${percentageReturnDividend.toStringAsFixed(2)}%',
+                      style: TextStyle(color: returnWithDivColor))
+                  : 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 List<Map<String, dynamic>> filteredTrades =
+        _selectedSymbolForFilter == null
+            ? _trades
+            : _trades
+                .where((trade) =>
+                    trade['asset']?['symbol'] == _selectedSymbolForFilter)
+                .toList();
+
+    if (filteredTrades.isEmpty)
+      return const Center(
+          child: Padding(
+              padding: EdgeInsets.all(16.0),
+              child: Text('No trades match the selected symbol.')));
+
+    final sortedTrades = List<Map<String, dynamic>>.from(filteredTrades)
+      ..sort((a, b) {
+        final idA = int.tryParse(a['id']?.toString() ?? '');
+        final idB = int.tryParse(b['id']?.toString() ?? '');
+        if (idA != null && idB != null) return idB.compareTo(idA);
+        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('Trade Age')),
+        DataColumn(label: Text('Symbol')),
+        DataColumn(label: Text('Type')),
+        DataColumn(label: Text('Shares')),
+        DataColumn(label: Text('Price')),
+        DataColumn(label: Text('Live')),
+        DataColumn(label: Text('Total')),
+        DataColumn(label: Text('Return')),
+        DataColumn(label: Text('% Return')),
+        DataColumn(label: Text('Book Cost')),
+        DataColumn(label: Text('Actions')), // New column for actions
+      ],
+      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 tradeAge = DateTime.now().difference(tradeDate);
+        final symbol = trade['asset']?['symbol'] ?? '';
+        final livePrice = _livePrices[symbol];
+        final int tradeId = trade['id'] as int; // Get trade ID
+
+        double? tradeReturnValue, tradePercentageReturn, tradeBookCost;
+
+        if (livePrice != null && shares > 0 && trade['trade_type'] == 'buy') {
+          final currentMarketValue = livePrice * shares;
+          tradeReturnValue = currentMarketValue - total;
+          tradeBookCost = currentMarketValue;
+          if (total > 0)
+            tradePercentageReturn = (tradeReturnValue / total) * 100;
+        }
+
+        final returnColor =
+            (tradeReturnValue ?? 0) >= 0 ? Colors.green : Colors.red;
+
+        return DataRow(cells: [
+          DataCell(Text(DateFormat('yyyy-MM-dd').format(tradeDate))),
+          DataCell(Text(_formatDuration(tradeAge))),
+          DataCell(Text(symbol)),
+          DataCell(Text(trade['trade_type'] ?? 'N/A')),
+          DataCell(Text(shares.toString())),
+          DataCell(Text(_formatCurrency(price))),
+          DataCell(livePrice != null
+              ? Text(_formatCurrency(livePrice))
+              : const Text('N/A')),
+          DataCell(Text(_formatCurrency(total))),
+          DataCell(tradeReturnValue != null
+              ? Text(_formatCurrency(tradeReturnValue),
+                  style: TextStyle(color: returnColor))
+              : const Text('N/A')),
+          DataCell(tradePercentageReturn != null
+              ? Text('${tradePercentageReturn.toStringAsFixed(2)}%',
+                  style: TextStyle(color: returnColor))
+              : const Text('N/A')),
+          DataCell(tradeBookCost != null
+              ? Text(_formatCurrency(tradeBookCost),
+                  style: TextStyle(color: returnColor))
+              : const Text('N/A')),
+          DataCell(
+            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')),
+        );
+      }
+    }
+  }
+}