Improved TotalAssetsGraphModule with currency and time range choices.

src/main/java/com/andrewlalis/perfin/data/TimestampRange.java

@@ -13,6 +13,11 @@ public record TimestampRange(LocalDateTime start, LocalDateTime end) {
         return new TimestampRange(now.minusDays(days), now);
     }
 
+    public static TimestampRange lastNMonths(int months) {
+        LocalDateTime now = DateUtil.nowAsUTC();
+        return new TimestampRange(now.minusMonths(months), now);
+    }
+
     public static TimestampRange thisMonth() {
         LocalDateTime localStartOfMonth = LocalDate.now(ZoneId.systemDefault()).atStartOfDay().withDayOfMonth(1);
         LocalDateTime utcStart = localStartOfMonth.atZone(ZoneId.systemDefault())

src/main/java/com/andrewlalis/perfin/data/TransactionRepository.java

@@ -36,6 +36,8 @@ public interface TransactionRepository extends Repository, AutoCloseable {
     long countAllAfter(long transactionId);
     long countAllByAccounts(Set<Long> accountIds);
     Page<Transaction> findAllByAccounts(Set<Long> accountIds, PageRequest pagination);
+    Optional<Transaction> findEarliest();
+    Optional<Transaction> findLatest();
     CreditAndDebitAccounts findLinkedAccounts(long transactionId);
     List<Attachment> findAttachments(long transactionId);
     List<String> findTags(long transactionId);

src/main/java/com/andrewlalis/perfin/data/impl/JdbcTransactionRepository.java

@@ -202,6 +202,26 @@ public record JdbcTransactionRepository(Connection conn, Path contentDir) implem
         return DbUtil.findAll(conn, query, pagination, JdbcTransactionRepository::parseTransaction);
     }
 
+    @Override
+    public Optional<Transaction> findEarliest() {
+        return DbUtil.findOne(
+                conn,
+                "SELECT * FROM transaction ORDER BY timestamp ASC LIMIT 1",
+                Collections.emptyList(),
+                JdbcTransactionRepository::parseTransaction
+        );
+    }
+
+    @Override
+    public Optional<Transaction> findLatest() {
+        return DbUtil.findOne(
+                conn,
+                "SELECT * FROM transaction ORDER BY timestamp DESC LIMIT 1",
+                Collections.emptyList(),
+                JdbcTransactionRepository::parseTransaction
+        );
+    }
+
     @Override
     public CreditAndDebitAccounts findLinkedAccounts(long transactionId) {
         Account creditAccount = DbUtil.findOne(

src/main/java/com/andrewlalis/perfin/view/component/module/TotalAssetsGraphModule.java

@@ -1,19 +1,24 @@
 package com.andrewlalis.perfin.view.component.module;
 
+import com.andrewlalis.perfin.data.AccountRepository;
+import com.andrewlalis.perfin.data.TimestampRange;
+import com.andrewlalis.perfin.data.TransactionRepository;
+import com.andrewlalis.perfin.data.util.ColorUtil;
 import com.andrewlalis.perfin.model.Profile;
+import com.andrewlalis.perfin.model.Transaction;
 import javafx.application.Platform;
 import javafx.collections.FXCollections;
 import javafx.collections.ObservableList;
 import javafx.scene.chart.*;
+import javafx.scene.control.ChoiceBox;
 import javafx.scene.layout.Pane;
 
-import java.time.Instant;
+import java.time.*;
-import java.time.LocalDate;
+import java.time.format.DateTimeFormatter;
-import java.time.ZoneId;
 import java.time.temporal.ChronoUnit;
-import java.util.ArrayList;
+import java.util.*;
-import java.util.List;
 import java.util.concurrent.CompletableFuture;
+import java.util.function.Supplier;
 
 /**
  * A module for visualizing the total asset value in the user's profile over
@@ -21,24 +26,68 @@ import java.util.concurrent.CompletableFuture;
  */
 public class TotalAssetsGraphModule extends DashboardModule {
     private final ObservableList<XYChart.Data<String, Number>> totalAssetDataPoints = FXCollections.observableArrayList();
+    private final ChoiceBox<Currency> currencyChoiceBox = new ChoiceBox<>();
+    private final ChoiceBox<String> timeRangeChoiceBox = new ChoiceBox<>();
+
+    private static final String PREFERRED_CURRENCY_SETTING = "charts.total-assets.default-currency";
+    private static final String PREFERRED_TIME_RANGE_SETTING = "charts.total-assets.default-time-range";
+
+    private record TimeRangeOption(String name, Supplier<TimestampRange> rangeSupplier) {}
+
+    private static final TimeRangeOption[] TIME_RANGE_OPTIONS = {
+            new TimeRangeOption("Last 90 Days", () -> TimestampRange.lastNDays(90)),
+            new TimeRangeOption("Last 6 Months", () -> TimestampRange.lastNMonths(6)),
+            new TimeRangeOption("Last 12 Months", () -> TimestampRange.lastNMonths(12)),
+            new TimeRangeOption("This Year", TimestampRange::thisYear),
+            new TimeRangeOption("Last 5 Years", () -> TimestampRange.lastNMonths(60)),
+            new TimeRangeOption("All Time", TimestampRange::unbounded)
+    };
 
     public TotalAssetsGraphModule(Pane parent) {
         super(parent);
         Axis<String> xAxis = new CategoryAxis();
         Axis<Number> yAxis = new NumberAxis();
+        xAxis.setAnimated(false);
+        yAxis.setAnimated(false);
 
         LineChart<String, Number> chart = new LineChart<>(xAxis, yAxis, FXCollections.observableArrayList(
                 new XYChart.Series<>("Total Assets", totalAssetDataPoints)
         ));
         chart.setLegendVisible(false);
+        chart.setAnimated(false);
+        // Init currency choice box.
+        currencyChoiceBox.managedProperty().bind(currencyChoiceBox.visibleProperty());
+        currencyChoiceBox.valueProperty().addListener((observable, oldValue, newValue) -> {
+            if (newValue != null) {
+                renderChart();
+            } else {
+                totalAssetDataPoints.clear();
+            }
+        });
+        // Init time range choice box.
+        timeRangeChoiceBox.getItems().addAll(
+                Arrays.stream(TIME_RANGE_OPTIONS).map(TimeRangeOption::name).toList()
+        );
+        timeRangeChoiceBox.getSelectionModel().select(TIME_RANGE_OPTIONS[0].name());
+        timeRangeChoiceBox.valueProperty().addListener((observable, oldValue, newValue) -> renderChart());
+        // Add all the elements to the module VBox.
         this.getChildren().add(new ModuleHeader(
-                "Total Assets over Time"
+                "Total Assets over Time",
+                timeRangeChoiceBox,
+                currencyChoiceBox
         ));
         this.getChildren().add(chart);
     }
 
     @Override
     public void refreshContents() {
+        refreshCurrencies();
+        String savedTimeRangeLabel = Profile.getCurrent().getSetting(PREFERRED_TIME_RANGE_SETTING).orElse(null);
+        if (savedTimeRangeLabel != null && Arrays.stream(TIME_RANGE_OPTIONS).anyMatch(o -> o.name().equals(savedTimeRangeLabel))) {
+            timeRangeChoiceBox.getSelectionModel().select(savedTimeRangeLabel);
+        }
+
+        // TODO: Extract logic below.
         totalAssetDataPoints.clear();
         String[] dateLabels = new String[12];
         double[] values = new double[12];
@@ -60,4 +109,101 @@ public class TotalAssetsGraphModule extends DashboardModule {
             Platform.runLater(() -> totalAssetDataPoints.addAll(dataPoints));
         });
     }
+
+    private void renderChart() {
+        totalAssetDataPoints.clear();
+        final Currency currency = currencyChoiceBox.getValue();
+        String timeRangeLabel = timeRangeChoiceBox.getValue();
+        if (currency == null || timeRangeLabel == null) {
+            return;
+        }
+
+        getSelectedTimestampRange().thenAccept(range -> {
+            Duration rangeDuration = Duration.between(range.start(), range.end());
+            boolean useMonths = rangeDuration.dividedBy(Duration.ofDays(1)) > 90;
+
+
+            List<CompletableFuture<Number>> dataFutures = new ArrayList<>();
+            List<String> labels = new ArrayList<>();
+            LocalDateTime currentInterval = range.start();
+            while (currentInterval.isBefore(range.end())) {
+                Instant currentInstant = currentInterval.toInstant(ZoneOffset.UTC);
+                final String label;
+                if (useMonths) {
+                    label = currentInterval.format(DateTimeFormatter.ofPattern("MMM yyyy"));
+                } else {
+                    label = currentInterval.format(DateTimeFormatter.ofPattern("dd MMM yyyy"));
+                }
+                labels.add(label);
+                dataFutures.add(Profile.getCurrent().dataSource().getCombinedAccountBalances(currentInstant)
+                        .thenApply(moneyValues -> moneyValues.stream()
+                                .filter(m -> m.currency().equals(currency))
+                                .map(m -> m.amount().doubleValue())
+                                .findFirst().orElse(0.0)
+                        ));
+                if (useMonths) {
+                    currentInterval = currentInterval.plusMonths(1);
+                } else {
+                    currentInterval = currentInterval.plusDays(1);
+                }
+            }
+
+            // Once all futures are complete, we build the final list of data points
+            // for the chart, and send them off.
+            CompletableFuture.allOf(dataFutures.toArray(new CompletableFuture[0])).thenRun(() -> {
+                List<XYChart.Data<String, Number>> dataPoints = new ArrayList<>(dataFutures.size());
+                for (int i = 0; i < dataFutures.size(); i++) {
+                    dataPoints.add(new XYChart.Data<>(labels.get(i), dataFutures.get(i).join()));
+                }
+                Platform.runLater(() -> totalAssetDataPoints.setAll(dataPoints));
+            });
+        });
+
+        Profile.getCurrent().setSettingAndSave(PREFERRED_CURRENCY_SETTING, currency.getCurrencyCode());
+        Profile.getCurrent().setSettingAndSave(PREFERRED_TIME_RANGE_SETTING, timeRangeLabel);
+    }
+
+    private CompletableFuture<TimestampRange> getSelectedTimestampRange() {
+        String selectedLabel = timeRangeChoiceBox.getValue();
+        if (selectedLabel == null || Arrays.stream(TIME_RANGE_OPTIONS).noneMatch(o -> o.name().equals(selectedLabel))) {
+            return CompletableFuture.completedFuture(TimestampRange.thisYear());
+        }
+        if (selectedLabel.equals("All Time")) {
+            return Profile.getCurrent().dataSource().mapRepoAsync(
+                    TransactionRepository.class,
+                    repo -> repo.findEarliest().map(Transaction::getTimestamp)
+                            .orElse(LocalDateTime.now(ZoneOffset.UTC).minusYears(1))
+            ).thenApply(ts -> new TimestampRange(ts, LocalDateTime.now(ZoneOffset.UTC)));
+        }
+        return CompletableFuture.completedFuture(Arrays.stream(TIME_RANGE_OPTIONS)
+                .filter(o -> o.name().equals(selectedLabel))
+                .findFirst()
+                .map(o -> o.rangeSupplier().get())
+                .orElseThrow());
+    }
+
+    private void refreshCurrencies() {
+        Profile.getCurrent().dataSource().mapRepoAsync(
+            AccountRepository.class,
+            AccountRepository::findAllUsedCurrencies
+        )
+            .thenAccept(currencies -> {
+                final List<Currency> orderedCurrencies = currencies.isEmpty()
+                        ? List.of(Currency.getInstance("USD"))
+                        : currencies.stream()
+                        .sorted(Comparator.comparing(Currency::getCurrencyCode))
+                        .toList();
+                final Currency preferredCurrency = Profile.getCurrent().getSetting(PREFERRED_CURRENCY_SETTING)
+                        .map(Currency::getInstance).orElse(null);
+                Platform.runLater(() -> {
+                    currencyChoiceBox.getItems().setAll(orderedCurrencies);
+                    if (preferredCurrency != null && currencies.contains(preferredCurrency)) {
+                        currencyChoiceBox.getSelectionModel().select(preferredCurrency);
+                    } else {
+                        currencyChoiceBox.getSelectionModel().selectFirst();
+                    }
+                    currencyChoiceBox.setVisible(orderedCurrencies.size() > 1);
+                });
+            });
+    }
 }