/
TextPresenter.swift
164 lines (140 loc) · 6.31 KB
/
TextPresenter.swift
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//
// TextPresenter.swift
// cgtcalc
//
// Created by Matt Galloway on 08/06/2020.
//
import Foundation
public class TextPresenter {
private let result: CalculatorResult
private let dateFormatter: DateFormatter
public init(result: CalculatorResult) {
self.result = result
let dateFormatter = DateFormatter()
dateFormatter.locale = Locale(identifier: "en_US_POSIX")
dateFormatter.timeZone = TimeZone(secondsFromGMT: 0)
dateFormatter.dateFormat = "dd/MM/yyyy"
self.dateFormatter = dateFormatter
}
public func process() throws -> String {
var output = ""
output += "# SUMMARY\n\n"
output += try self.summaryTable()
output += "\n\n"
output += "# TAX YEAR DETAILS\n"
output += self.detailsOutput()
output += "\n\n"
output += "# TRANSACTIONS\n\n"
output += self.transactionsTable()
output += "\n\n"
output += "# ASSET EVENTS\n\n"
output += self.assetEventsTable()
return output
}
private func formattedCurrency(_ amount: Decimal) -> String {
return "£\(amount.rounded(to: 2).string)"
}
private func summaryTable() throws -> String {
let rows = try self.result.taxYearSummaries
.reduce(into: [[String]]()) { (output, summary) in
guard let taxYearRates = summary.taxYear.rates else {
throw CalculatorError.InternalError("Missing tax year rates for \(summary.taxYear)")
}
let row = [summary.taxYear.string, self.formattedCurrency(summary.gain), self.formattedCurrency(taxYearRates.exemption), self.formattedCurrency(summary.carryForwardLoss), self.formattedCurrency(summary.taxableGain), self.formattedCurrency(summary.basicRateTax), self.formattedCurrency(summary.higherRateTax)]
output.append(row)
}
let headerRow = ["Tax year", "Gain", "Exemption", "Loss carry", "Taxable gain", "Tax (basic)", "Tax (higher)"]
let initialMaxWidths = headerRow.map { $0.count }
let maxWidths = rows.reduce(into: initialMaxWidths) { (result, row) in
for i in 0..<result.count {
result[i] = max(result[i], row[i].count)
}
}
let builder = { (input: [String]) -> String in
var out: [String] = []
for (i, column) in input.enumerated() {
out.append(column.padding(toLength: maxWidths[i], withPad: " ", startingAt: 0))
}
return out.joined(separator: " ")
}
let header = builder(headerRow)
var output = header + "\n"
output += String(repeating: "=", count: header.count) + "\n"
for row in rows {
output += builder(row) + "\n"
}
return output
}
private func detailsOutput() -> String {
return self.result.taxYearSummaries
.reduce(into: "") { (output, summary) in
output += "\n## TAX YEAR \(summary.taxYear)\n\n"
var count = 1
summary.disposalResults
.forEach { disposalResult in
output += "\(count)) SOLD \(disposalResult.disposal.amount)"
output += " of \(disposalResult.disposal.asset)"
output += " on \(self.dateFormatter.string(from: disposalResult.disposal.date))"
output += " for "
output += disposalResult.gain.isSignMinus ? "LOSS" : "GAIN"
output += " of \(self.formattedCurrency(disposalResult.gain * (disposalResult.gain.isSignMinus ? -1 : 1)))\n"
output += "Matches with:\n"
disposalResult.disposalMatches.forEach { disposalMatch in
output += " - \(TextPresenter.disposalMatchDetails(disposalMatch, dateFormatter: self.dateFormatter))\n"
}
output += "Calculation: \(TextPresenter.disposalResultCalculationString(disposalResult))\n\n"
count += 1
}
output += "\n"
}
}
private func transactionsTable() -> String {
return self.result.input.transactions.reduce(into: "") { (result, transaction) in
result += "\(transaction.id): \(dateFormatter.string(from: transaction.date)) \(transaction.asset) \(transaction.amount) £\(transaction.price) £\(transaction.expenses)\n"
}
}
private func assetEventsTable() -> String {
guard self.result.input.assetEvents.count > 0 else {
return "NONE"
}
return self.result.input.assetEvents.reduce(into: "") { (result, assetEvent) in
result += "\(assetEvent.id): \(dateFormatter.string(from: assetEvent.date)) \(assetEvent.asset) "
switch assetEvent.kind {
case .CapitalReturn(let amount, let value):
result += "CAPITAL RETURN on \(amount) for \(self.formattedCurrency(value))"
case .Dividend(let amount, let value):
result += "DIVIDEND on \(amount) for \(self.formattedCurrency(value))"
}
result += "\n"
}
}
}
extension TextPresenter {
private static func disposalMatchDetails(_ disposalMatch: DisposalMatch, dateFormatter: DateFormatter) -> String {
switch disposalMatch.kind {
case .SameDay(let acquisition):
return "SAME DAY: \(acquisition.amount) bought on \(dateFormatter.string(from: acquisition.date)) at £\(acquisition.price) with offset of £\(acquisition.offset)"
case .BedAndBreakfast(let acquisition):
return "BED & BREAKFAST: \(acquisition.amount) bought on \(dateFormatter.string(from: acquisition.date)) at £\(acquisition.price) with offset of £\(acquisition.offset)"
case .Section104(let amountAtDisposal, let costBasis):
return "SECTION 104: \(amountAtDisposal) at cost basis of £\(costBasis.rounded(to: 5).string)"
}
}
private static func disposalResultCalculationString(_ disposalResult: CalculatorResult.DisposalResult) -> String {
var output = "(\(disposalResult.disposal.amount) * \(disposalResult.disposal.price) - \(disposalResult.disposal.expenses)) - ( "
var gain = Decimal.zero
var disposalMatchesStrings: [String] = []
for disposalMatch in disposalResult.disposalMatches {
gain += disposalMatch.gain
switch disposalMatch.kind {
case .SameDay(let acquisition), .BedAndBreakfast(let acquisition):
disposalMatchesStrings.append("(\(acquisition.amount) * \(acquisition.price) + \(acquisition.offset) + \(acquisition.expenses))")
case .Section104(_, let costBasis):
disposalMatchesStrings.append("(\(disposalMatch.disposal.amount) * \(costBasis.rounded(to: 5).string))")
}
}
output += disposalMatchesStrings.joined(separator: " + ")
output += " ) = \(gain.rounded(to: 2).string)"
return output
}
}