Sai Kiran Vella
187 lines
7.9 KiB
Svelte
187 lines
7.9 KiB
Svelte
<script lang="ts">
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import SignalBadge from '$lib/SignalBadge.svelte';
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import { sigOrd, fmt, fmtShort, glClass, advClass } from '$lib/utils.js';
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import type { AdviceRow } from '$lib/types.js';
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export interface UpdateData {
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shares: number;
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costBasis: number;
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type: string;
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source: string;
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}
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let {
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rows,
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onUpdate,
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onDelete,
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}: {
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rows: AdviceRow[];
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onUpdate: (ticker: string, data: UpdateData) => void;
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onDelete: (ticker: string) => void;
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} = $props();
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// ── Sort ──────────────────────────────────────────────────────────
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let sortCol = $state('ticker');
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let sortDir = $state(1);
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function toggleSort(col: string) {
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if (sortCol === col) sortDir = sortDir === 1 ? -1 : 1;
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else { sortCol = col; sortDir = 1; }
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}
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const sortIcon = (col: string) => sortCol !== col ? '⇅' : sortDir === 1 ? '↑' : '↓';
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const sorted = $derived.by(() => [...rows].sort((a, b) => {
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let av: string | number, bv: string | number;
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switch (sortCol) {
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case 'ticker': av = a.ticker; bv = b.ticker; break;
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case 'type': av = a.type ?? ''; bv = b.type ?? ''; break;
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case 'shares': av = a.shares ?? 0; bv = b.shares ?? 0; break;
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case 'cost': av = a.costBasis ?? 0; bv = b.costBasis ?? 0; break;
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case 'current': av = parseFloat(a.currentPrice ?? '0') || 0; bv = parseFloat(b.currentPrice ?? '0') || 0; break;
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case 'value': av = parseFloat(a.marketValue ?? '0') || 0; bv = parseFloat(b.marketValue ?? '0') || 0; break;
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case 'gl': av = parseFloat(a.gainLossPct ?? '0') || 0; bv = parseFloat(b.gainLossPct ?? '0') || 0; break;
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case 'signal': av = sigOrd(a.signal); bv = sigOrd(b.signal); break;
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default: return 0;
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}
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return av < bv ? -sortDir : av > bv ? sortDir : 0;
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}));
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// ── Totals ────────────────────────────────────────────────────────
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const totalValue = $derived(rows.reduce((s, a) => s + (parseFloat(a.marketValue ?? '0') || 0), 0));
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const totalCost = $derived(rows.reduce((s, a) => s + (a.costBasis ?? 0) * a.shares, 0));
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const totalGL = $derived(totalValue - totalCost);
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// ── Inline edit ───────────────────────────────────────────────────
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interface InlineEdit { ticker: string; shares: string; costBasis: string; type: string; source: string }
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let editing: InlineEdit | null = $state(null);
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let saving = $state(false);
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function startEdit(a: AdviceRow) {
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editing = {
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ticker: a.ticker,
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shares: String(a.shares),
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costBasis: String(a.costBasis ?? 0),
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type: a.type ?? 'stock',
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source: a.source ?? 'Robinhood',
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};
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}
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async function saveEdit() {
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if (!editing) return;
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saving = true;
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onUpdate(editing.ticker, {
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shares: parseFloat(editing.shares),
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costBasis: parseFloat(editing.costBasis) || 0,
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type: editing.type,
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source: editing.source,
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});
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editing = null;
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saving = false;
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}
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</script>
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<!-- P&L Summary -->
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<div class="pnl-grid">
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<div class="pnl-card">
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<div class="pnl-label-row">
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<span class="pnl-label">Total Value</span>
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<span class="stip-wrap">
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<span class="stip-anchor">?</span>
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<span class="stip-box">Current market value of all holdings. Shares × live price from Yahoo Finance.</span>
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</span>
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</div>
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<div class="pnl-value">{fmtShort(totalValue)}</div>
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</div>
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<div class="pnl-card">
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<div class="pnl-label-row">
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<span class="pnl-label">Total Cost</span>
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<span class="stip-wrap">
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<span class="stip-anchor">?</span>
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<span class="stip-box">Total amount invested — sum of cost basis × shares across all positions.</span>
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</span>
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</div>
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<div class="pnl-value">{fmtShort(totalCost)}</div>
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</div>
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<div class="pnl-card">
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<div class="pnl-label-row">
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<span class="pnl-label">Total G/L</span>
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<span class="stip-wrap">
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<span class="stip-anchor">?</span>
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<span class="stip-box">Total unrealised gain or loss — Total Value minus Total Cost.</span>
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</span>
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</div>
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<div class="pnl-value {totalGL >= 0 ? 'green' : 'red'}">{fmtShort(totalGL)}</div>
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</div>
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</div>
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<!-- Holdings table -->
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<section class="advice-section">
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<h2>Holdings — Hold / Sell / Add Advice</h2>
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<table>
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<thead>
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<tr>
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<th class="sortable" onclick={() => toggleSort('ticker')}>Ticker {sortIcon('ticker')}</th>
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<th class="sortable" onclick={() => toggleSort('type')}>Type {sortIcon('type')}</th>
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<th class="sortable" onclick={() => toggleSort('shares')}>Shares {sortIcon('shares')}</th>
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<th class="sortable" onclick={() => toggleSort('cost')}>Cost {sortIcon('cost')}</th>
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<th class="sortable" onclick={() => toggleSort('current')}>Current {sortIcon('current')}</th>
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<th class="sortable" onclick={() => toggleSort('value')}>Value {sortIcon('value')}</th>
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<th class="sortable" onclick={() => toggleSort('gl')}>G/L {sortIcon('gl')}</th>
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<th class="sortable" onclick={() => toggleSort('signal')}>Signal {sortIcon('signal')}</th>
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<th>Advice</th><th>Reason</th><th></th>
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</tr>
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</thead>
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<tbody>
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{#each sorted as a}
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{@const isEditing = editing?.ticker === a.ticker}
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<tr class:editing={isEditing}>
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<td class="ticker">{a.ticker}</td>
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<td>
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{#if isEditing && editing}
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<select class="inline-select" bind:value={editing.type}>
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<option value="stock">stock</option>
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<option value="etf">etf</option>
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<option value="bond">bond</option>
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<option value="crypto">crypto</option>
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</select>
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{:else}
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<span class="tag">{a.type}</span>
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{/if}
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</td>
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<td class="num">
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{#if isEditing && editing}
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<input class="inline-input" bind:value={editing.shares} type="number" min="0" step="any" />
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{:else}
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{a.shares}
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{/if}
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</td>
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<td class="num">
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{#if isEditing && editing}
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<input class="inline-input" bind:value={editing.costBasis} type="number" min="0" step="any" />
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{:else}
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{fmt(a.costBasis)}
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{/if}
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</td>
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<td class="num">{fmt(a.currentPrice != null ? parseFloat(a.currentPrice) : null)}</td>
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<td class="num">{fmt(a.marketValue != null ? parseFloat(a.marketValue) : null)}</td>
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<td class="num {glClass(a.gainLossPct)}">{a.gainLossPct != null ? a.gainLossPct + '%' : '—'}</td>
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<td>{#if a.signal}<SignalBadge signal={a.signal} />{:else}<span class="gray">—</span>{/if}</td>
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<td class={advClass(a.advice)}>{a.advice}</td>
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<td class="reason">{a.reason}</td>
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<td class="advice-row-actions">
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{#if isEditing}
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<button class="btn-save-inline" onclick={saveEdit} disabled={saving}>{saving ? '…' : '✓'}</button>
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<button class="btn-cancel-inline" onclick={() => editing = null}>✕</button>
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{:else}
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<button class="btn-row-edit" onclick={() => startEdit(a)} title="Edit">✎</button>
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<button class="btn-row-delete" onclick={() => onDelete(a.ticker)} title="Remove">✕</button>
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{/if}
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</td>
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</tr>
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{/each}
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</tbody>
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</table>
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</section>
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