/*
    * MoneyWise: Finance Application
    * Copyright 2012-2026. Tony Washer
    *
    * Licensed under the Apache License, Version 2.0 (the "License"); you may not
    * use this file except in compliance with the License.  You may obtain a copy
    * of the License at
    *
    *   http://www.apache.org/licenses/LICENSE-2.0
   *
   * Unless required by applicable law or agreed to in writing, software
   * distributed under the License is distributed on an "AS IS" BASIS, WITHOUT
   * WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.  See the
   * License for the specific language governing permissions and limitations under
   * the License.
   */
  package io.github.tonywasher.joceanus.moneywise.lethe.reports;
  
  import io.github.tonywasher.joceanus.oceanus.date.OceanusDate;
  import io.github.tonywasher.joceanus.oceanus.decimal.OceanusMoney;
  import io.github.tonywasher.joceanus.oceanus.format.OceanusDataFormatter;
  import io.github.tonywasher.joceanus.oceanus.logger.OceanusLogManager;
  import io.github.tonywasher.joceanus.oceanus.logger.OceanusLogger;
  import io.github.tonywasher.joceanus.metis.report.MetisReportBase;
  import io.github.tonywasher.joceanus.metis.report.MetisReportHTMLBuilder;
  import io.github.tonywasher.joceanus.metis.report.MetisReportHTMLBuilder.MetisHTMLTable;
  import io.github.tonywasher.joceanus.metis.report.MetisReportManager;
  import io.github.tonywasher.joceanus.metis.report.MetisReportReferenceManager.DelayedTable;
  import io.github.tonywasher.joceanus.moneywise.lethe.data.analysis.data.MoneyWiseAnalysis;
  import io.github.tonywasher.joceanus.moneywise.lethe.data.analysis.data.MoneyWiseAnalysisPortfolioBucket;
  import io.github.tonywasher.joceanus.moneywise.lethe.data.analysis.data.MoneyWiseAnalysisPortfolioBucket.MoneyWiseAnalysisPortfolioBucketList;
  import io.github.tonywasher.joceanus.moneywise.lethe.data.analysis.data.MoneyWiseAnalysisSecurityBucket;
  import io.github.tonywasher.joceanus.moneywise.lethe.data.analysis.data.MoneyWiseAnalysisSecurityBucket.MoneyWiseAnalysisSecurityBucketList;
  import io.github.tonywasher.joceanus.moneywise.lethe.data.analysis.values.MoneyWiseAnalysisSecurityAttr;
  import io.github.tonywasher.joceanus.moneywise.lethe.data.analysis.values.MoneyWiseAnalysisSecurityValues;
  import io.github.tonywasher.joceanus.moneywise.lethe.data.analysis.values.MoneyWiseAnalysisValuesResource;
  import io.github.tonywasher.joceanus.moneywise.lethe.views.MoneyWiseAnalysisFilter;
  import io.github.tonywasher.joceanus.moneywise.lethe.views.MoneyWiseAnalysisFilter.MoneyWiseAnalysisSecurityFilter;
  import org.w3c.dom.Document;
  import org.w3c.dom.Element;
  
  import java.util.Iterator;
  
  /**
   * Portfolio (Market) report builder.
   */
  public class MoneyWiseReportPortfolioView
          extends MetisReportBase<MoneyWiseAnalysis, MoneyWiseAnalysisFilter<?, ?>> {
      /**
       * Logger.
       */
      private static final OceanusLogger LOGGER = OceanusLogManager.getLogger(MoneyWiseReportPortfolioView.class);
  
      /**
       * The Title text.
       */
      private static final String TEXT_TITLE = MoneyWiseReportResource.PORTFOLIO_TITLE.getValue();
  
      /**
       * The Cost text.
       */
      private static final String TEXT_COST = MoneyWiseAnalysisValuesResource.SECURITYATTR_RESIDUALCOST.getValue();
  
      /**
       * The Adjustment text.
       */
      private static final String TEXT_ADJUST = MoneyWiseAnalysisValuesResource.SECURITYATTR_GROWTHADJUST.getValue();
  
      /**
       * The Value text.
       */
      private static final String TEXT_VALUE = MoneyWiseAnalysisValuesResource.ACCOUNTATTR_VALUATION.getValue();
  
      /**
       * The Gains text.
       */
      private static final String TEXT_GAINS = MoneyWiseAnalysisValuesResource.SECURITYATTR_REALISEDGAINS.getValue();
  
      /**
       * The Dividend text.
       */
      private static final String TEXT_DIVIDEND = MoneyWiseAnalysisValuesResource.SECURITYATTR_DIVIDEND.getValue();
  
      /**
       * HTML builder.
       */
      private final MetisReportHTMLBuilder theBuilder;
  
      /**
       * The Formatter.
       */
      private final OceanusDataFormatter theFormatter;
  
      /**
       * Constructor.
       *
       * @param pManager the Report Manager
       */
      protected MoneyWiseReportPortfolioView(final MetisReportManager<MoneyWiseAnalysisFilter<?, ?>> pManager) {
         /* Access underlying utilities */
         theBuilder = pManager.getBuilder();
         theFormatter = theBuilder.getDataFormatter();
     }
 
     @Override
     public Document createReport(final MoneyWiseAnalysis pAnalysis) {
         /* Access the bucket lists */
         final MoneyWiseAnalysisPortfolioBucketList myPortfolios = pAnalysis.getPortfolios();
 
         /* Access the totals */
         final MoneyWiseAnalysisPortfolioBucket myTotals = myPortfolios.getTotals();
         final OceanusDate myDate = pAnalysis.getDateRange().getEnd();
 
         /* Start the report */
         final Element myBody = theBuilder.startReport();
         theBuilder.makeTitle(myBody, TEXT_TITLE, theFormatter.formatObject(myDate));
 
         /* Initialise the table */
         final MetisHTMLTable myTable = theBuilder.startTable(myBody);
         theBuilder.startHdrRow(myTable);
         theBuilder.makeTitleCell(myTable);
         theBuilder.makeTitleCell(myTable, TEXT_VALUE);
         theBuilder.makeTitleCell(myTable, TEXT_COST);
         theBuilder.makeTitleCell(myTable, TEXT_GAINS);
         theBuilder.makeTitleCell(myTable, TEXT_DIVIDEND);
         theBuilder.makeTitleCell(myTable, TEXT_ADJUST);
         theBuilder.makeTitleCell(myTable, MoneyWiseReportBuilder.TEXT_PROFIT);
 
         /* Loop through the Portfolio Buckets */
         final Iterator<MoneyWiseAnalysisPortfolioBucket> myIterator = myPortfolios.iterator();
         while (myIterator.hasNext()) {
             final MoneyWiseAnalysisPortfolioBucket myBucket = myIterator.next();
 
             /* Access bucket name */
             final String myName = myBucket.getName();
 
             /* Access values */
             final MoneyWiseAnalysisSecurityValues myValues = myBucket.getValues();
 
             /* Format the Asset */
             theBuilder.startRow(myTable);
             theBuilder.makeDelayLinkCell(myTable, myName);
 
             /* Handle values bucket value */
             theBuilder.makeValueCell(myTable, myBucket.getNonCashValue(false));
             theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.RESIDUALCOST));
             theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.REALISEDGAINS));
             theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.DIVIDEND));
             theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.GROWTHADJUST));
             theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.PROFIT));
             checkPortfolioProfit(myBucket);
 
             /* Note the delayed subTable */
             setDelayedTable(myName, myTable, myBucket);
         }
 
         /* Access values */
         final MoneyWiseAnalysisSecurityValues myValues = myTotals.getValues();
 
         /* Create the total row */
         theBuilder.startTotalRow(myTable);
         theBuilder.makeTitleCell(myTable, MoneyWiseReportBuilder.TEXT_TOTAL);
         theBuilder.makeTotalCell(myTable, myTotals.getNonCashValue(false));
         theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.RESIDUALCOST));
         theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.REALISEDGAINS));
         theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.DIVIDEND));
         theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.GROWTHADJUST));
         theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.PROFIT));
         checkPortfolioProfit(myTotals);
 
         /* Return the document */
         return theBuilder.getDocument();
     }
 
     @Override
     public MetisHTMLTable createDelayedTable(final DelayedTable pTable) {
         /* Access the source */
         final Object mySource = pTable.getSource();
         if (mySource instanceof MoneyWiseAnalysisPortfolioBucket mySourceBucket) {
             return createDelayedPortfolio(pTable.getParent(), mySourceBucket);
         }
 
         /* Return the null table */
         return null;
     }
 
     /**
      * Create a delayed portfolio table.
      *
      * @param pParent the parent table
      * @param pSource the source bucket
      * @return the new document fragment
      */
     private MetisHTMLTable createDelayedPortfolio(final MetisHTMLTable pParent,
                                                   final MoneyWiseAnalysisPortfolioBucket pSource) {
         /* Access the securities and portfolio */
         final MoneyWiseAnalysisSecurityBucketList mySecurities = pSource.getSecurities();
 
         /* Create a new table */
         final MetisHTMLTable myTable = theBuilder.createEmbeddedTable(pParent);
 
         /* Loop through the Security Buckets */
         final Iterator<MoneyWiseAnalysisSecurityBucket> myIterator = mySecurities.iterator();
         while (myIterator.hasNext()) {
             final MoneyWiseAnalysisSecurityBucket myBucket = myIterator.next();
 
             /* Access bucket name */
             final String myName = myBucket.getSecurityName();
             String myFullName = myBucket.getDecoratedName();
             myFullName = myFullName.replace(':', '-');
 
             /* Access values */
             final MoneyWiseAnalysisSecurityValues myValues = myBucket.getValues();
 
             /* Create the detail row */
             theBuilder.startRow(myTable);
             theBuilder.makeFilterLinkCell(myTable, myFullName, myName);
             theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.VALUATION));
             theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.RESIDUALCOST));
             theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.REALISEDGAINS));
             theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.DIVIDEND));
             theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.GROWTHADJUST));
             theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.PROFIT));
             checkSecurityProfit(myBucket);
 
             /* Record the filter */
             setFilterForId(myFullName, myBucket);
         }
 
         /* Return the table */
         return myTable;
     }
 
     /**
      * Check portfolio profit calculation.
      *
      * @param pBucket the portfolio bucket
      */
     private static void checkPortfolioProfit(final MoneyWiseAnalysisPortfolioBucket pBucket) {
         final MoneyWiseAnalysisSecurityValues myValues = pBucket.getValues();
         final OceanusMoney myCalcProfit = pBucket.getNonCashValue(false);
         myCalcProfit.subtractAmount(myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.RESIDUALCOST));
         myCalcProfit.addAmount(myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.REALISEDGAINS));
         myCalcProfit.addAmount(myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.DIVIDEND));
         myCalcProfit.addAmount(myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.GROWTHADJUST));
         final OceanusMoney myProfit = myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.PROFIT);
         if (!myProfit.equals(myCalcProfit)) {
             LOGGER.error("Incorrect profit calculation for portfolio <%s>", pBucket.getName());
         }
     }
 
     /**
      * Check security portfolio profit calculation.
      *
      * @param pBucket the security bucket
      */
     private static void checkSecurityProfit(final MoneyWiseAnalysisSecurityBucket pBucket) {
         final MoneyWiseAnalysisSecurityValues myValues = pBucket.getValues();
         final OceanusMoney myCalcProfit = new OceanusMoney(myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.VALUATION));
         myCalcProfit.subtractAmount(myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.RESIDUALCOST));
         myCalcProfit.addAmount(myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.REALISEDGAINS));
         myCalcProfit.addAmount(myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.DIVIDEND));
         myCalcProfit.addAmount(myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.GROWTHADJUST));
         final OceanusMoney myProfit = myValues.getMoneyValue(MoneyWiseAnalysisSecurityAttr.PROFIT);
         if (!myProfit.equals(myCalcProfit)) {
             LOGGER.error("Incorrect profit calculation for security <%s>", pBucket.getDecoratedName());
         }
     }
 
     @Override
     public MoneyWiseAnalysisSecurityFilter processFilter(final Object pSource) {
         /* If this is a SecurityBucket */
         if (pSource instanceof MoneyWiseAnalysisSecurityBucket mySource) {
             /* Create the new filter */
             return new MoneyWiseAnalysisSecurityFilter(mySource);
         }
         return null;
     }
 }