Added Basket IRR Composition visual

wealth-wave · Mar 30, 2024 · cd1705f · cd1705f
1 parent 33c9405
commit cd1705f
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Showing 2 changed files with 64 additions and 0 deletions.
diff --git a/lib/presentation/dashboard_presenter.dart b/lib/presentation/dashboard_presenter.dart
@@ -47,6 +47,7 @@ class DashboardPresenter extends Presenter<DashboardViewState> {
           payments: payments,
           value: totalValueOfInvestment,
           valueUpdatedOn: DateTime.now());
+      final basketIrr = _calculateBasketIRR(investments);
 
       updateViewState((viewState) {
         viewState.invested = totalInvestedAmount;
@@ -59,6 +60,7 @@ class DashboardPresenter extends Presenter<DashboardViewState> {
         viewState.valueOverTime = _getValueOverTime(investments);
         viewState.investmentOverTime = _getInvestmentOverTime(investments);
         viewState.overallIRR = overallIRR;
+        viewState.basketIrr = basketIrr;
       });
     });
   }
@@ -122,6 +124,40 @@ class DashboardPresenter extends Presenter<DashboardViewState> {
 
     return valueOverTime;
   }
+
+  Map<String, double> _calculateBasketIRR(List<Investment> investments) {
+    Map<String, List<Payment>> basketPayments = {};
+    Map<String, double> basketValues = {};
+    Map<String, double> basketIRR = {};
+
+    for (var investment in investments) {
+      String basketName = investment.basketName ?? '-';
+      double investmentValue = investment.getValueOn(date: DateTime.now());
+
+      if (!basketPayments.containsKey(basketName)) {
+        basketPayments[basketName] = [];
+        basketValues[basketName] = 0;
+      }
+
+      final payments = investment.getPayments(till: DateTime.now());
+      basketPayments.update(basketName, (value) {
+        final existingPayments = List.of(value, growable: true);
+        existingPayments.addAll(payments);
+        return existingPayments;
+      }, ifAbsent: () => payments);
+      basketValues.update(basketName, (value) => value + investmentValue,
+          ifAbsent: () => investmentValue);
+    }
+
+    basketPayments.forEach((basketName, payments) {
+      double totalValue = basketValues[basketName] ?? 0;
+      double irr = _irrCalculator.calculateIRR(
+          payments: payments, value: totalValue, valueUpdatedOn: DateTime.now());
+      basketIRR[basketName] = irr;
+    });
+
+    return basketIRR;
+  }
 }
 
 int _getIrrCompositionKey(double irr) {
@@ -146,6 +182,7 @@ class DashboardViewState {
   double overallIRR = 0;
   Map<RiskLevel, double> riskComposition = {};
   Map<String, double> basketComposition = {};
+  Map<String, double> basketIrr = {};
   Map<int, double> irrComposition = {};
   Map<DateTime, double> investmentOverTime = {};
   Map<DateTime, double> valueOverTime = {};

diff --git a/lib/ui/pages/dashboard_page.dart b/lib/ui/pages/dashboard_page.dart
@@ -55,6 +55,10 @@ class _DashboardPage
               const SizedBox(height: AppDimen.minPadding),
               _buildPieChart(snapshot.riskComposition),
               const SizedBox(height: AppDimen.minPadding),
+              Text('IRR Composition:',
+                  style: Theme.of(context).textTheme.titleMedium),
+              const SizedBox(height: AppDimen.minPadding),
+              _buildIrrContribution(data: snapshot.basketIrr.entries.toList()),
               const SizedBox(height: AppDimen.minPadding),
               Text('Investment Over Time:',
                   style: Theme.of(context).textTheme.titleMedium),
@@ -163,6 +167,29 @@ class _DashboardPage
     return const Text('');
   }
 
+  Widget _buildIrrContribution(
+      {required final List<MapEntry<String, double>> data}) {
+    if (data.isNotEmpty) {
+      data.sort((a, b) => a.value.compareTo(b.value));
+      List<MapEntry<String, double>> contribution = [];
+      for (var element in data) {
+        contribution.add(MapEntry(element.key, element.value));
+      }
+      return SfCartesianChart(
+        primaryXAxis: const CategoryAxis(),
+        series: [
+          ColumnSeries(
+            dataSource: contribution,
+            xValueMapper: (data, _) => data.key,
+            yValueMapper: (data, _) => data.value,
+          ),
+        ],
+      );
+    } else {
+      return const Text('');
+    }
+  }
+
   String _getRiskLevelName(RiskLevel riskLevel) {
     switch (riskLevel) {
       case RiskLevel.veryLow: