Stonks/overview/views.py

from datetime import timedelta
from decimal import Decimal

from django.http import HttpRequest
from django.shortcuts import get_object_or_404, render
from django.utils import timezone

from .models import Account, AccountHolding, AccountSnapshot, IngestionRun


def _format_currency(value):
    return f"{value:,.2f}"


DATE_RANGE_OPTIONS = [
    ("7d", "7D"),
    ("30d", "30D"),
    ("90d", "90D"),
    ("1y", "1Y"),
    ("all", "All"),
]


def _get_selected_range(request: HttpRequest):
    allowed_values = {value for value, _ in DATE_RANGE_OPTIONS}
    selected_range = request.GET.get("range", "all")
    if selected_range not in allowed_values:
        return "all"
    return selected_range


def _get_range_cutoff(selected_range: str):
    now = timezone.now()
    if selected_range == "7d":
        return now - timedelta(days=7)
    if selected_range == "30d":
        return now - timedelta(days=30)
    if selected_range == "90d":
        return now - timedelta(days=90)
    if selected_range == "1y":
        return now - timedelta(days=365)
    return None


def _filter_timeline_by_range(timeline, selected_range: str):
    cutoff = _get_range_cutoff(selected_range)
    if cutoff is None:
        return timeline

    filtered = [point for point in timeline if point["timestamp"] >= cutoff]
    if filtered:
        return filtered
    return timeline[-1:] if timeline else []


def _build_chart_model(timeline, width=100, height=100):
    if not timeline:
        return {
            "path": "",
            "points": [],
            "min_label": _format_currency(0),
            "max_label": _format_currency(0),
            "start_label": "",
            "end_label": "",
        }

    values = [point["value"] for point in timeline]
    min_value = min(values)
    max_value = max(values)
    span = max_value - min_value
    if span == 0:
        span = 1

    chart_points = []
    coordinates = []
    point_count = len(timeline)
    for index, point in enumerate(timeline):
        if point_count == 1:
            x = width / 2
            y = height / 2
        else:
            x = (index / (point_count - 1)) * width
            normalized = (point["value"] - min_value) / span
            y = height - (normalized * height)

        change = None
        change_display = "N/A"
        if index > 0:
            change = point["value"] - timeline[index - 1]["value"]
            sign = "+" if change >= 0 else "-"
            change_display = f"{sign}${_format_currency(abs(change))}"

        chart_points.append(
            {
                "x": f"{x:.2f}",
                "y": f"{y:.2f}",
                "label": point["label"],
                "display_value": point["display_value"],
                "change_display": change_display,
            }
        )
        normalized = (point["value"] - min_value) / span
        coordinates.append(f"{x:.2f},{y:.2f}")

    if len(coordinates) == 1:
        path = f"M 0 {height / 2:.2f} L {width:.2f} {height / 2:.2f}"
    else:
        path = "M " + " L ".join(coordinates)

    return {
        "path": path,
        "points": chart_points,
        "min_label": _format_currency(min_value),
        "max_label": _format_currency(max_value),
        "start_label": timeline[0]["short_label"],
        "end_label": timeline[-1]["short_label"],
    }


def _build_portfolio_timeline():
    latest_balances = {}
    timeline = []
    runs = IngestionRun.objects.order_by("started_at", "created_at").prefetch_related(
        "accountsnapshot_set__account"
    )

    for run in runs:
        snapshots = list(run.accountsnapshot_set.all())
        if not snapshots:
            continue

        for snapshot in snapshots:
            latest_balances[snapshot.account_id] = Decimal(snapshot.balance)

        total_value = sum(latest_balances.values(), Decimal("0"))
        timestamp = run.started_at or run.created_at
        timeline.append(
            {
                "timestamp": timestamp,
                "label": timestamp.strftime("%Y-%m-%d %H:%M"),
                "short_label": timestamp.strftime("%b %d"),
                "value": float(total_value),
                "display_value": _format_currency(total_value),
            }
        )

    return timeline


def _build_account_timeline(account):
    snapshots = AccountSnapshot.objects.filter(account=account).order_by("snapshot_at")
    timeline = []

    for snapshot in snapshots:
        timeline.append(
            {
                "timestamp": snapshot.snapshot_at,
                "label": snapshot.snapshot_at.strftime("%Y-%m-%d %H:%M"),
                "short_label": snapshot.snapshot_at.strftime("%b %d"),
                "value": float(snapshot.balance),
                "display_value": _format_currency(snapshot.balance),
            }
        )

    return timeline


def index(request):
    accounts = Account.objects.all().order_by("name")
    selected_range = _get_selected_range(request)
    portfolio_timeline = _filter_timeline_by_range(
        _build_portfolio_timeline(),
        selected_range,
    )
    latest_portfolio_point = portfolio_timeline[-1] if portfolio_timeline else None
    chart_model = _build_chart_model(portfolio_timeline)

    context = {
        "accounts": accounts,
        "date_range_options": DATE_RANGE_OPTIONS,
        "selected_range": selected_range,
        "portfolio_timeline": portfolio_timeline,
        "latest_portfolio_point": latest_portfolio_point,
        "portfolio_chart": chart_model,
    }
    return render(request, "overviewbase.html", context)


def portfolio(request, account_id):
    account = get_object_or_404(Account, pk=account_id)
    holdings = AccountHolding.objects.filter(account=account).select_related("asset")
    selected_range = _get_selected_range(request)
    account_timeline = _filter_timeline_by_range(
        _build_account_timeline(account),
        selected_range,
    )
    latest_account_point = account_timeline[-1] if account_timeline else None
    chart_model = _build_chart_model(account_timeline)

    context = {
        "account": account,
        "date_range_options": DATE_RANGE_OPTIONS,
        "selected_range": selected_range,
        "holdings": holdings,
        "account_timeline": account_timeline,
        "latest_account_point": latest_account_point,
        "account_chart": chart_model,
    }
    return render(request, "portfolio.html", context)