Added IRR Composition

wealth-wave · Jun 23, 2024 · f6a24eb · f6a24eb
1 parent c433e61
commit f6a24eb
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Showing 4 changed files with 82 additions and 4 deletions.
diff --git a/lib/presentation/dashboard_presenter.dart b/lib/presentation/dashboard_presenter.dart
@@ -1,3 +1,4 @@
+import 'package:pair/pair.dart';
 import 'package:wealth_wave/contract/risk_level.dart';
 import 'package:wealth_wave/core/presenter.dart';
 import 'package:wealth_wave/domain/models/investment.dart';
@@ -47,7 +48,6 @@ class DashboardPresenter extends Presenter<DashboardViewState> {
           payments: payments,
           value: totalValueOfInvestment,
           valueUpdatedOn: DateTime.now());
-      final basketIrr = _calculateBasketIRR(investments);
 
       updateViewState((viewState) {
         viewState.invested = totalInvestedAmount;
@@ -60,7 +60,8 @@ class DashboardPresenter extends Presenter<DashboardViewState> {
         viewState.valueOverTime = _getValueOverTime(investments);
         viewState.investmentOverTime = _getInvestmentOverTime(investments);
         viewState.overallIRR = overallIRR;
-        viewState.basketIrr = basketIrr;
+        viewState.basketIrr = _calculateBasketIRR(investments);
+        viewState.irrGroups = _calculateIRRGroups(investments);
       });
     });
   }
@@ -160,6 +161,26 @@ class DashboardPresenter extends Presenter<DashboardViewState> {
 
     return basketIRR;
   }
+
+  Map<int, Pair<double, double>> _calculateIRRGroups(
+      List<Investment> investments) {
+    Map<int, Pair<double, double>> irrValue = {};
+    List<int> thresholds = [40, 20, 15, 12, 10, 8, 5, 0, -5, -10, -15, -20, -40];
+    for (var investment in investments) {
+      double investmentValue = investment.getValueOn(date: DateTime.now());
+      double investedAmount =
+          investment.getTotalInvestedAmount(till: DateTime.now());
+      int irr = investment.getIRR().toInt();
+      irr = thresholds.firstWhere((threshold) => irr > threshold, orElse: () => irr);
+      irrValue.update(
+          irr,
+          (value) =>
+              Pair(value.key + investedAmount, value.value + investmentValue),
+          ifAbsent: () => Pair(investedAmount, investmentValue));
+    }
+
+    return irrValue;
+  }
 }
 
 int _getIrrCompositionKey(double irr) {
@@ -185,6 +206,7 @@ class DashboardViewState {
   Map<RiskLevel, double> riskComposition = {};
   Map<String, double> basketComposition = {};
   Map<String, double> basketIrr = {};
+  Map<int, Pair<double, double>> irrGroups = {};
   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
@@ -1,5 +1,7 @@
 import 'package:flutter/material.dart';
+import 'package:flutter/widgets.dart';
 import 'package:intl/intl.dart';
+import 'package:pair/pair.dart';
 import 'package:pie_chart/pie_chart.dart';
 import 'package:primer_progress_bar/primer_progress_bar.dart';
 import 'package:syncfusion_flutter_charts/charts.dart';
@@ -58,6 +60,12 @@ class _DashboardPage
               const SizedBox(height: AppDimen.minPadding),
               _buildPieChart(snapshot.riskComposition),
               const SizedBox(height: AppDimen.defaultPadding),
+              Text('IRR Contribution:',
+                  style: Theme.of(context).textTheme.titleMedium),
+              const SizedBox(height: AppDimen.minPadding),
+              _buildAmountIrrContribution(
+                  context: context,
+                  irrData: snapshot.irrGroups.entries.toList()),
               Text('Basket IRR:',
                   style: Theme.of(context).textTheme.titleMedium),
               const SizedBox(height: AppDimen.minPadding),
@@ -146,8 +154,9 @@ class _DashboardPage
     if (valueData.isNotEmpty && investedData.isNotEmpty) {
       return SfCartesianChart(
         primaryXAxis: const DateTimeAxis(),
-        primaryYAxis:
-            NumericAxis(numberFormat: NumberFormat.compactCurrency(symbol: '', locale: 'en_IN', decimalDigits: 0)),
+        primaryYAxis: NumericAxis(
+            numberFormat: NumberFormat.compactCurrency(
+                symbol: '', locale: 'en_IN', decimalDigits: 0)),
         series: [
           LineSeries<MapEntry<DateTime, double>, DateTime>(
             color: Colors.green,
@@ -193,6 +202,44 @@ class _DashboardPage
     }
   }
 
+  Widget _buildAmountIrrContribution(
+      {required final BuildContext context,
+      required final List<MapEntry<int, Pair<double, double>>> irrData}) {
+    if (irrData.isNotEmpty) {
+      irrData.sort((a, b) => a.key.compareTo(b.key));
+      List<MapEntry<int, double>> invested = [];
+      List<MapEntry<int, double>> value = [];
+      for (var element in irrData) {
+        invested.add(MapEntry(element.key, element.value.key));
+        value.add(
+            MapEntry(element.key, element.value.value - element.value.key));
+      }
+      return SfCartesianChart(
+        primaryXAxis: CategoryAxis(
+          axisLabelFormatter: (axisLabelRenderArgs) => ChartAxisLabel(
+              '${axisLabelRenderArgs.text} %+', axisLabelRenderArgs.textStyle),
+        ),
+        primaryYAxis: NumericAxis(
+            numberFormat: NumberFormat.compactCurrency(
+                symbol: '', locale: 'en_IN', decimalDigits: 0)),
+        series: [
+          StackedBarSeries(
+            dataSource: invested,
+            xValueMapper: (data, _) => data.key,
+            yValueMapper: (data, _) => data.value,
+          ),
+          StackedBarSeries(
+            dataSource: value,
+            xValueMapper: (data, _) => data.key,
+            yValueMapper: (data, _) => data.value,
+          ),
+        ],
+      );
+    } else {
+      return const Text('');
+    }
+  }
+
   String _getRiskLevelName(RiskLevel riskLevel) {
     switch (riskLevel) {
       case RiskLevel.veryLow:

diff --git a/pubspec.lock b/pubspec.lock
@@ -438,6 +438,14 @@ packages:
       url: "https://pub.dev"
     source: hosted
     version: "2.1.0"
+  pair:
+    dependency: "direct main"
+    description:
+      name: pair
+      sha256: "59ef7f052a9e8c1b208b0566d04c52a0e705e3e2f418255e8153a6f99687e1f6"
+      url: "https://pub.dev"
+    source: hosted
+    version: "0.1.2"
   path:
     dependency: "direct main"
     description:

diff --git a/pubspec.yaml b/pubspec.yaml
@@ -23,6 +23,7 @@ dependencies:
   syncfusion_flutter_charts: ^24.1.47+2
   petitparser: ^6.0.2
   http: ^1.2.1
+  pair: ^0.1.2
 
 dev_dependencies:
   flutter_lints: ^3.0.1