const std = @import("std");
const zfin = @import("../root.zig");
const cli = @import("common.zig");
const framework = @import("framework.zig");
const fmt = cli.fmt;
const Money = @import("../Money.zig");

pub const ParsedArgs = struct {
    sector_detail: zfin.analysis.Granularity = .fine,
};

pub const meta: framework.Meta = .{
    .name = "analysis",
    .group = .portfolio,
    .synopsis = "Show portfolio breakdowns by asset class, sector, geo, account, tax type",
    .help =
    \\Usage: zfin analysis [opts]
    \\
    \\Show portfolio analysis: equities/fixed-income split, plus
    \\block-bar breakdowns by asset class, sector, geographic
    \\region, account, and tax type. Reads classifications from
    \\`metadata.srf` and account tax types from `accounts.srf`
    \\(both in the same directory as the portfolio file).
    \\
    \\Options:
    \\  --sector-detail LEVEL    Sector display granularity:
    \\                             coarse  - 4 buckets (Equity / Fixed Income / Cash / Other)
    \\                             fine    - one row per bucket label (default)
    \\
    \\Run `zfin enrich <portfolio.srf> > metadata.srf` to bootstrap
    \\classifications, then edit by hand.
    \\
    ,
    .uppercase_first_arg = false,
    .user_errors = error{ UnexpectedArg, InvalidSectorDetail },
};

pub fn parseArgs(ctx: *framework.RunCtx, cmd_args: []const []const u8) !ParsedArgs {
    var parsed: ParsedArgs = .{};
    var i: usize = 0;
    while (i < cmd_args.len) : (i += 1) {
        if (std.mem.eql(u8, cmd_args[i], "--sector-detail") and i + 1 < cmd_args.len) {
            i += 1;
            const value = cmd_args[i];
            if (std.mem.eql(u8, value, "coarse")) {
                parsed.sector_detail = .coarse;
            } else if (std.mem.eql(u8, value, "fine")) {
                parsed.sector_detail = .fine;
            } else {
                cli.stderrPrint(ctx.io, "Error: --sector-detail must be one of: coarse, fine\n");
                return error.InvalidSectorDetail;
            }
        } else {
            cli.stderrPrint(ctx.io, "Error: 'analysis' takes no positional arguments\n");
            return error.UnexpectedArg;
        }
    }
    return parsed;
}

/// CLI `analysis` command: show portfolio analysis breakdowns.
pub fn run(ctx: *framework.RunCtx, parsed: ParsedArgs) !void {
    const svc = ctx.svc orelse return error.MissingDataService;
    const io = ctx.io;
    const allocator = ctx.allocator;
    const out = ctx.out;
    const color = ctx.color;
    const as_of = ctx.today;

    var loaded = cli.loadPortfolio(ctx, as_of) orelse return;
    defer loaded.deinit(allocator);

    const portfolio = loaded.portfolio;
    const positions = loaded.positions;
    const syms = loaded.syms;
    const anchor_path = loaded.anchor();

    // Refresh per-symbol prices via the parallel loader so analysis
    // works on TTL-fresh data by default. Previously this read
    // `getCachedCandles` directly, which silently used stale data
    // after long weekends or when the cache hadn't been refreshed.
    // The loader emits a stderr summary line ("Loaded N symbols
    // (X cached, Y server, Z provider)").
    var prices = std.StringHashMap(f64).init(allocator);
    defer prices.deinit();
    if (syms.len > 0) {
        var load_result = cli.loadPortfolioPrices(io, svc, syms, &.{}, ctx.globals.refresh_policy, color);
        defer load_result.deinit();
        var it = load_result.prices.iterator();
        while (it.next()) |entry| {
            try prices.put(entry.key_ptr.*, entry.value_ptr.*);
        }
    }

    // Build summary via shared pipeline
    var pf_data = cli.buildPortfolioData(allocator, portfolio, positions, syms, &prices, svc, as_of) catch |err| switch (err) {
        error.NoAllocations, error.SummaryFailed => {
            cli.stderrPrint(io, "Error computing portfolio summary.\n");
            return;
        },
        else => return err,
    };
    defer pf_data.deinit(allocator);

    // Load classification metadata. Sibling files (metadata.srf,
    // accounts.srf) live next to the anchor portfolio file, even
    // when multiple portfolio_*.srf files are loaded.
    const dir_end = if (std.mem.lastIndexOfScalar(u8, anchor_path, std.fs.path.sep)) |idx| idx + 1 else 0;
    const meta_path = std.fmt.allocPrint(allocator, "{s}metadata.srf", .{anchor_path[0..dir_end]}) catch return;
    defer allocator.free(meta_path);

    const meta_data = std.Io.Dir.cwd().readFileAlloc(io, meta_path, allocator, .limited(1024 * 1024)) catch {
        cli.stderrPrint(io, "Error: No metadata.srf found. Run: zfin enrich <portfolio.srf> > metadata.srf\n");
        return;
    };
    defer allocator.free(meta_data);

    var cm = zfin.classification.parseClassificationFile(allocator, meta_data) catch {
        cli.stderrPrint(io, "Error: Cannot parse metadata.srf\n");
        return;
    };
    defer cm.deinit();

    // Load account tax type metadata (optional). Anchor-derived path
    // is correct: accounts.srf is one-per-portfolio-set.
    var acct_map_opt: ?zfin.analysis.AccountMap = svc.loadAccountMap(allocator, anchor_path);
    defer if (acct_map_opt) |*am| am.deinit();

    var result = zfin.analysis.analyzePortfolio(
        allocator,
        pf_data.summary.allocations,
        cm,
        portfolio,
        pf_data.summary.total_value,
        acct_map_opt,
        as_of,
    ) catch {
        cli.stderrPrint(io, "Error computing analysis.\n");
        return;
    };
    defer result.deinit(allocator);

    const benchmark = @import("../analytics/benchmark.zig");
    const split = benchmark.deriveAllocationSplit(
        pf_data.summary.allocations,
        cm.entries,
        pf_data.summary.total_value,
        portfolio.totalCash(as_of),
        portfolio.totalCdFaceValue(as_of),
    );

    var label_buf: [512]u8 = undefined;
    const display_label: []const u8 = if (loaded.paths.len > 1)
        std.fmt.bufPrint(&label_buf, "{s} (+{d} more)", .{ anchor_path, loaded.paths.len - 1 }) catch anchor_path
    else
        anchor_path;

    // Re-aggregate the Sector breakdown at the user's chosen
    // granularity. `analyze` produces fine-grained NPORT-P + GICS
    // labels; the user picks coarse / mid / fine via
    // `--sector-detail`. Mid is the default - most useful for
    // most users.
    const collapsed_sector = try zfin.analysis.collapseBreakdownAtGranularity(
        allocator,
        result.sector,
        parsed.sector_detail,
        pf_data.summary.total_value,
    );
    allocator.free(result.sector);
    result.sector = collapsed_sector;

    try display(result, split.stock_pct, split.bond_pct, split.cash_pct, pf_data.summary.total_value, display_label, acct_map_opt, color, out);
}

fn display(result: zfin.analysis.AnalysisResult, stock_pct: f64, bond_pct: f64, cash_pct: f64, total_value: f64, file_path: []const u8, account_map: ?zfin.analysis.AccountMap, color: bool, out: *std.Io.Writer) !void {
    const label_width = fmt.analysis_label_width;
    const bar_width = fmt.analysis_bar_width;

    try cli.printBold(out, color, "\nPortfolio Analysis ({s})\n", .{file_path});
    try out.print("========================================\n\n", .{});

    // Equities / Fixed Income / Cash header summary. The Other
    // bucket (derivatives, real property, sentinels) is excluded
    // from this header but appears as its own row in the
    // Asset Category breakdown below.
    {
        try cli.printFg(out, color, cli.CLR_MUTED, "  Equities {d:.1}% ({f})  /  Fixed Income {d:.1}% ({f})  /  Cash {d:.1}% ({f})\n\n", .{
            stock_pct * 100,
            Money.from(stock_pct * total_value),
            bond_pct * 100,
            Money.from(bond_pct * total_value),
            cash_pct * 100,
            Money.from(cash_pct * total_value),
        });
    }

    const sections = zfin.analysis.breakdownSections(&result);

    for (sections, 0..) |sec, si| {
        if (si > 0 and sec.items.len == 0) continue;
        if (si > 0) try out.print("\n", .{});
        // Bold + header color - reset at end of printFg clears both.
        try cli.setBold(out, color);
        try cli.printFg(out, color, cli.CLR_HEADER, "  {s}\n", .{sec.title});
        try printBreakdownSection(out, sec.items, label_width, bar_width, color);
    }

    // Unclassified
    if (result.unclassified.len > 0) {
        try out.print("\n", .{});
        try cli.printFg(out, color, cli.CLR_WARNING, "  Unclassified (not in metadata.srf)\n", .{});
        for (result.unclassified) |sym| {
            try cli.printFg(out, color, cli.CLR_MUTED, "    {s}\n", .{sym});
        }
    }

    // Umbrella-insurance exposure section. Computed from the
    // already-aggregated account breakdown plus the per-account
    // tax-type / shielded overrides in accounts.srf. Lives at
    // the bottom because it's a derived summary, not a
    // breakdown - gives the user the load-bearing "what's my
    // umbrella target?" number after the supporting detail.
    if (account_map) |am| {
        try printUmbrellaSection(out, result.account, am, color);
    }

    try out.print("\n", .{});
}

/// Print the Umbrella exposure section. Shielding decision is
/// computed per-account by `umbrellaExposure`; this function
/// only formats the result.
pub fn printUmbrellaSection(out: *std.Io.Writer, account_breakdown: []const zfin.analysis.BreakdownItem, account_map: zfin.analysis.AccountMap, color: bool) !void {
    const umbrella = zfin.analysis.umbrellaExposure(account_breakdown, account_map);
    if (umbrella.total_liquid <= 0) return; // no accounts -> nothing to display

    try out.print("\n", .{});
    try cli.setBold(out, color);
    try cli.printFg(out, color, cli.CLR_HEADER, "  Umbrella exposure\n", .{});

    try out.print("    Total liquid:                              {f}\n", .{Money.from(umbrella.total_liquid)});
    try out.print("    Shielded (retirement accounts):            {f}\n", .{Money.from(umbrella.shielded_value)});
    try cli.printFg(out, color, cli.CLR_WARNING, "    Exposed (taxable + non-shielded pre-tax):  {f} ({d:.1}%)\n", .{ Money.from(umbrella.exposed_value), umbrella.exposed_pct * 100 });
    try cli.printFg(out, color, cli.CLR_MUTED, "                                               ↑ approximate umbrella target\n", .{});
    try out.print("\n", .{});
    try cli.printFg(out, color, cli.CLR_MUTED, "    Note: IRA protections vary by state. Analysis assumes\n", .{});
    try cli.printFg(out, color, cli.CLR_MUTED, "    protection. Override per-account using `shielded:bool:false`\n", .{});
    try cli.printFg(out, color, cli.CLR_MUTED, "    in accounts.srf.\n", .{});
}

/// Print a breakdown section with block-element bar charts to the CLI output.
pub fn printBreakdownSection(out: *std.Io.Writer, items: []const zfin.analysis.BreakdownItem, label_width: usize, bar_width: usize, color: bool) !void {
    for (items) |item| {
        const pct = item.weight * 100.0;

        // Build bar using shared function
        var bar_buf: [256]u8 = undefined;
        const bar = fmt.buildBlockBar(&bar_buf, item.weight, bar_width);

        // Padded label
        const lbl_len = @min(item.label.len, label_width);
        try out.print("  ", .{});
        try out.writeAll(item.label[0..lbl_len]);
        if (lbl_len < label_width) {
            for (0..label_width - lbl_len) |_| try out.writeAll(" ");
        }
        try out.writeAll(" ");
        if (color) try fmt.ansiSetFg(out, cli.CLR_ACCENT[0], cli.CLR_ACCENT[1], cli.CLR_ACCENT[2]);
        try out.writeAll(bar);
        if (color) try fmt.ansiReset(out);
        try out.print(" {d:>5.1}%  {f}", .{ pct, Money.from(item.value) });
        // Optional trailing annotation (the "By Account" breakdown's
        // per-account harvested figure). Appended after the value so it
        // can't disturb the label or bar alignment. Unstyled - the
        // parens are the affordance.
        if (item.annotation) |ann| try out.print("  {s}", .{ann.slice()});
        try out.print("\n", .{});
    }
}

// ── Tests ────────────────────────────────────────────────────

test "parseArgs: no args produces empty ParsedArgs" {
    var ctx: framework.RunCtx = undefined;
    ctx.io = std.testing.io;
    const args = [_][]const u8{};
    _ = try parseArgs(&ctx, &args);
}

test "parseArgs: any positional is rejected" {
    var ctx: framework.RunCtx = undefined;
    ctx.io = std.testing.io;
    const args = [_][]const u8{"unexpected"};
    try std.testing.expectError(error.UnexpectedArg, parseArgs(&ctx, &args));
}

test "printBreakdownSection single item no color" {
    var buf: [4096]u8 = undefined;
    var w: std.Io.Writer = .fixed(&buf);
    const items = [_]zfin.analysis.BreakdownItem{
        .{ .label = "US Large Cap", .weight = 0.60, .value = 60000.0 },
    };
    try printBreakdownSection(&w, &items, 24, 30, false);
    const out = w.buffered();
    try std.testing.expect(std.mem.indexOf(u8, out, "US Large Cap") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "60.0%") != null);
    // No ANSI when color=false
    try std.testing.expect(std.mem.indexOf(u8, out, "\x1b[") == null);
}

test "printBreakdownSection multiple items" {
    var buf: [4096]u8 = undefined;
    var w: std.Io.Writer = .fixed(&buf);
    const items = [_]zfin.analysis.BreakdownItem{
        .{ .label = "Stocks", .weight = 0.70, .value = 70000.0 },
        .{ .label = "Bonds", .weight = 0.20, .value = 20000.0 },
        .{ .label = "Cash", .weight = 0.10, .value = 10000.0 },
    };
    try printBreakdownSection(&w, &items, 24, 30, false);
    const out = w.buffered();
    try std.testing.expect(std.mem.indexOf(u8, out, "Stocks") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Bonds") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Cash") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "70.0%") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "10.0%") != null);
}

test "printBreakdownSection zero weight" {
    var buf: [4096]u8 = undefined;
    var w: std.Io.Writer = .fixed(&buf);
    const items = [_]zfin.analysis.BreakdownItem{
        .{ .label = "Empty", .weight = 0.0, .value = 0.0 },
    };
    try printBreakdownSection(&w, &items, 24, 30, false);
    const out = w.buffered();
    try std.testing.expect(std.mem.indexOf(u8, out, "0.0%") != null);
}

test "printBreakdownSection with color emits ANSI" {
    var buf: [4096]u8 = undefined;
    var w: std.Io.Writer = .fixed(&buf);
    const items = [_]zfin.analysis.BreakdownItem{
        .{ .label = "Test", .weight = 0.50, .value = 50000.0 },
    };
    try printBreakdownSection(&w, &items, 24, 30, true);
    const out = w.buffered();
    // Should contain ANSI escape for bar color
    try std.testing.expect(std.mem.indexOf(u8, out, "\x1b[") != null);
}

test "printBreakdownSection: annotation renders after the value" {
    var buf: [4096]u8 = undefined;
    var w: std.Io.Writer = .fixed(&buf);
    const items = [_]zfin.analysis.BreakdownItem{
        .{
            .label = "Sample Tax Loss",
            .weight = 0.40,
            .value = 412_300.0,
            .annotation = zfin.analysis.Annotation.from("(45k 6/24)"),
        },
    };
    try printBreakdownSection(&w, &items, 24, 30, false);
    const out = w.buffered();
    const value_at = std.mem.indexOf(u8, out, "$412,300.00").?;
    const ann_at = std.mem.indexOf(u8, out, "(45k 6/24)").?;
    try std.testing.expect(ann_at > value_at);
    // Exactly one row, annotation last before the newline.
    try std.testing.expect(std.mem.endsWith(u8, std.mem.trimEnd(u8, out, "\n"), "(45k 6/24)"));
}

test "printBreakdownSection: null annotation adds nothing" {
    var buf: [4096]u8 = undefined;
    var w: std.Io.Writer = .fixed(&buf);
    const items = [_]zfin.analysis.BreakdownItem{
        .{ .label = "Sample Brokerage", .weight = 0.40, .value = 412_300.0 },
    };
    try printBreakdownSection(&w, &items, 24, 30, false);
    const out = w.buffered();
    try std.testing.expect(std.mem.indexOf(u8, out, "(") == null);
    try std.testing.expect(std.mem.endsWith(u8, std.mem.trimEnd(u8, out, "\n"), "$412,300.00"));
}

test "display shows all sections" {
    var buf: [8192]u8 = undefined;
    var w: std.Io.Writer = .fixed(&buf);
    const asset_category = [_]zfin.analysis.BreakdownItem{
        .{ .label = "Equity", .weight = 0.80, .value = 80000.0 },
        .{ .label = "Fixed Income", .weight = 0.15, .value = 15000.0 },
        .{ .label = "Cash", .weight = 0.05, .value = 5000.0 },
    };
    const sector = [_]zfin.analysis.BreakdownItem{
        .{ .label = "Technology", .weight = 0.35, .value = 35000.0 },
    };
    const geo = [_]zfin.analysis.BreakdownItem{
        .{ .label = "US", .weight = 0.80, .value = 80000.0 },
    };
    const empty = [_]zfin.analysis.BreakdownItem{};
    const unclassified = [_][]const u8{"WEIRD"};
    const result: zfin.analysis.AnalysisResult = .{
        .asset_category = @constCast(&asset_category),
        .sector = @constCast(&sector),
        .geo = @constCast(&geo),
        .account = @constCast(&empty),
        .tax_type = @constCast(&empty),
        .unclassified = @constCast(&unclassified),
        .total_value = 100000.0,
    };
    try display(result, 0.80, 0.15, 0.05, 100000.0, "test.srf", null, false, &w);
    const out = w.buffered();
    try std.testing.expect(std.mem.indexOf(u8, out, "Portfolio Analysis") != null);
    // 3-up header includes Cash.
    try std.testing.expect(std.mem.indexOf(u8, out, "Equities 80.0%") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Fixed Income 15.0%") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Cash 5.0%") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Asset Category") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Sector") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Technology") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Geographic") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Unclassified") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "WEIRD") != null);
    // No ANSI when color=false
    try std.testing.expect(std.mem.indexOf(u8, out, "\x1b[") == null);
    // Umbrella section is suppressed when account_map is null
    // (no shielded/exposed split possible without tax_type info).
    try std.testing.expect(std.mem.indexOf(u8, out, "Umbrella exposure") == null);
}

test "printUmbrellaSection: emits Umbrella exposure block with shielded + exposed dollars" {
    var buf: [4096]u8 = undefined;
    var w: std.Io.Writer = .fixed(&buf);

    var am = try zfin.analysis.parseAccountsFile(std.testing.allocator,
        \\#!srfv1
        \\account::Sample IRA,tax_type::traditional
        \\account::Sample DCP,tax_type::traditional,shielded:bool:false
        \\account::Sample Brokerage,tax_type::taxable
    );
    defer am.deinit();

    const accounts = [_]zfin.analysis.BreakdownItem{
        .{ .label = "Sample IRA", .value = 1_000_000, .weight = 0.50 },
        .{ .label = "Sample DCP", .value = 500_000, .weight = 0.25 },
        .{ .label = "Sample Brokerage", .value = 500_000, .weight = 0.25 },
    };

    try printUmbrellaSection(&w, &accounts, am, false);

    const out = w.buffered();
    try std.testing.expect(std.mem.indexOf(u8, out, "Umbrella exposure") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Total liquid") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Shielded") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "Exposed") != null);
    // Shielded = IRA only = $1M; exposed = DCP + Brokerage = $1M.
    try std.testing.expect(std.mem.indexOf(u8, out, "$1,000,000") != null);
    // Exposed pct = 50%.
    try std.testing.expect(std.mem.indexOf(u8, out, "50.0%") != null);
    // Note text appears.
    try std.testing.expect(std.mem.indexOf(u8, out, "IRA protections vary by state") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "shielded:bool:false") != null);
}

test "printUmbrellaSection: empty accounts produces no output" {
    var buf: [4096]u8 = undefined;
    var w: std.Io.Writer = .fixed(&buf);

    var am = try zfin.analysis.parseAccountsFile(std.testing.allocator,
        \\#!srfv1
        \\account::Sample IRA,tax_type::traditional
    );
    defer am.deinit();

    try printUmbrellaSection(&w, &.{}, am, false);
    // No "Umbrella exposure" line should appear when there's
    // nothing to show.
    try std.testing.expect(std.mem.indexOf(u8, w.buffered(), "Umbrella exposure") == null);
}

test "display: includes umbrella section when account_map is provided" {
    var buf: [8192]u8 = undefined;
    var w: std.Io.Writer = .fixed(&buf);

    const asset_category = [_]zfin.analysis.BreakdownItem{
        .{ .label = "Equity", .weight = 0.80, .value = 80_000 },
    };
    const account = [_]zfin.analysis.BreakdownItem{
        .{ .label = "Sample IRA", .weight = 0.60, .value = 60_000 },
        .{ .label = "Sample Brokerage", .weight = 0.40, .value = 40_000 },
    };
    const empty = [_]zfin.analysis.BreakdownItem{};

    const result: zfin.analysis.AnalysisResult = .{
        .asset_category = @constCast(&asset_category),
        .sector = @constCast(&empty),
        .geo = @constCast(&empty),
        .account = @constCast(&account),
        .tax_type = @constCast(&empty),
        .unclassified = &.{},
        .total_value = 100_000,
    };

    var am = try zfin.analysis.parseAccountsFile(std.testing.allocator,
        \\#!srfv1
        \\account::Sample IRA,tax_type::traditional
        \\account::Sample Brokerage,tax_type::taxable
    );
    defer am.deinit();

    try display(result, 0.80, 0.0, 0.0, 100_000, "test.srf", am, false, &w);

    const out = w.buffered();
    try std.testing.expect(std.mem.indexOf(u8, out, "Umbrella exposure") != null);
    // Shielded = IRA $60k; exposed = Brokerage $40k.
    try std.testing.expect(std.mem.indexOf(u8, out, "$60,000") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "$40,000") != null);
    try std.testing.expect(std.mem.indexOf(u8, out, "40.0%") != null);
}