Examples with CurrencyNode jgnash.engine.CurrencyNode used on opensource projects

Example 6 with CurrencyNode

use of jgnash.engine.CurrencyNode in project jgnash by ccavanaugh.

the class BudgetPanel method showBudgetPane.

private void showBudgetPane() {
    logger.entering(BudgetPanel.class.getName(), "showBudgetPane");
    // unregister the listener so we don't leak by listening to stale models
    if (tableModel != null) {
        tableModel.removeMessageListener(this);
    }
    activeBudget = budgetCombo.getSelectedBudget();
    if (activeBudget != null) {
        final Engine engine = EngineFactory.getEngine(EngineFactory.DEFAULT);
        Objects.requireNonNull(engine);
        final CurrencyNode baseCurrency = engine.getDefaultCurrency();
        resultsModel = new BudgetResultsModel(activeBudget, budgetYear, baseCurrency, false);
        tableModel = new ExpandingBudgetTableModel(resultsModel);
        // register the listener
        tableModel.addMessageListener(this);
        activeBudget.setWorkingYear(budgetYear);
        preferences.put(LAST_BUDGET, activeBudget.getUuid());
        List<BudgetPeriodPanel> newPanels = buildPeriodPanels();
        JPanel budgetPanel = getBudgetPanel(newPanels);
        AccountRowHeaderPanel accountPanel = new AccountRowHeaderPanel(activeBudget, tableModel);
        BudgetColumnHeader header = new BudgetColumnHeader(newPanels);
        panels = newPanels;
        for (BudgetPeriodPanel periodPanel : panels) {
            periodPanel.setRowHeight(accountPanel.getRowHeight());
        }
        scrollPane.setViewportView(budgetPanel);
        scrollPane.setRowHeaderView(accountPanel);
        scrollPane.setColumnHeaderView(header);
        scrollPane.setCorner(JScrollPane.UPPER_LEFT_CORNER, accountPanel.getTableHeader());
        if (summaryRowVisibleCheckBox.isSelected()) {
            addSummaryRows();
        }
        if (activeBudget.getBudgetPeriod() != Period.YEARLY && summaryColVisibleCheckBox.isSelected()) {
            // summary is redundant for a yearly view
            addSummaryColumn();
            if (summaryRowVisibleCheckBox.isSelected()) {
                addSummaryCorner();
            }
        }
        rowHeaderResizeHandler.attachListeners();
        showCurrentPeriod();
        overviewPanel.updateSparkLines();
    }
    logger.exiting(BudgetPanel.class.getName(), "showBudgetPane");
}

Example 7 with CurrencyNode

use of jgnash.engine.CurrencyNode in project jgnash by ccavanaugh.

the class PayeePieChart method createPieDataSet.

private PieDataset[] createPieDataSet(final Account a) {
    final DefaultPieDataset[] returnValue = new DefaultPieDataset[2];
    returnValue[CREDIT] = new DefaultPieDataset();
    returnValue[DEBIT] = new DefaultPieDataset();
    if (a != null) {
        //System.out.print("Account = "); System.out.println(a);
        Map<String, BigDecimal> names = new HashMap<>();
        List<TranTuple> list = getTransactions(a, new ArrayList<>(), startField.getLocalDate(), endField.getLocalDate());
        CurrencyNode currency = a.getCurrencyNode();
        for (final TranTuple tranTuple : list) {
            Transaction tran = tranTuple.transaction;
            Account account = tranTuple.account;
            String payee = tran.getPayee();
            BigDecimal sum = tran.getAmount(account);
            sum = sum.multiply(account.getCurrencyNode().getExchangeRate(currency));
            if (useFilters.isSelected()) {
                for (String aFilterList : filterList) {
                    PayeeMatcher pm = new PayeeMatcher(aFilterList, false);
                    if (pm.matches(tran)) {
                        payee = aFilterList;
                        //System.out.println(filterList.get(i));
                        break;
                    }
                }
            }
            if (names.containsKey(payee)) {
                sum = sum.add(names.get(payee));
            }
            names.put(payee, sum);
        }
        for (final Map.Entry<String, BigDecimal> entry : names.entrySet()) {
            BigDecimal value = entry.getValue();
            if (value.compareTo(BigDecimal.ZERO) == -1) {
                value = value.negate();
                returnValue[DEBIT].setValue(entry.getKey(), value);
            } else {
                returnValue[CREDIT].setValue(entry.getKey(), value);
            }
        }
    }
    return returnValue;
}

Example 8 with CurrencyNode

use of jgnash.engine.CurrencyNode in project jgnash by ccavanaugh.

the class AbstractCrosstabReport method createTableModel.

@SuppressWarnings("ConstantConditions")
private ReportModel createTableModel() {
    logger.info(rb.getString("Message.CollectingReportData"));
    CurrencyNode baseCurrency = EngineFactory.getEngine(EngineFactory.DEFAULT).getDefaultCurrency();
    List<Account> accounts = new ArrayList<>();
    String sortOrder = sortOrderList.getSelectedItem().toString();
    boolean needPercentiles = SORT_ORDER_BALANCE_DESC_WITH_PERCENTILE.equals(sortOrder);
    for (AccountGroup group : getAccountGroups()) {
        List<Account> list = getAccountList(AccountType.getAccountTypes(group));
        boolean ascendingSortOrder = true;
        if (!list.isEmpty()) {
            if (list.get(0).getAccountType() == AccountType.EXPENSE) {
                ascendingSortOrder = false;
            }
        }
        if (SORT_ORDER_NAME.equals(sortOrder)) {
            if (!showLongNamesCheckBox.isSelected()) {
                list.sort(Comparators.getAccountByName());
            } else {
                list.sort(Comparators.getAccountByPathName());
            }
        } else if (SORT_ORDER_BALANCE_DESC.equals(sortOrder) || SORT_ORDER_BALANCE_DESC_WITH_PERCENTILE.equals(sortOrder)) {
            list.sort(Comparators.getAccountByBalance(startDateField.getLocalDate(), endDateField.getLocalDate(), baseCurrency, ascendingSortOrder));
        }
        if (needPercentiles) {
            BigDecimal groupTotal = BigDecimal.ZERO;
            for (Account a : list) {
                groupTotal = groupTotal.add(a.getBalance(startDateField.getLocalDate(), endDateField.getLocalDate(), baseCurrency));
            }
            BigDecimal sumSoFar = BigDecimal.ZERO;
            for (Account a : list) {
                sumSoFar = sumSoFar.add(a.getBalance(startDateField.getLocalDate(), endDateField.getLocalDate(), baseCurrency));
                percentileMap.put(a, sumSoFar.doubleValue() / groupTotal.doubleValue());
            }
        }
        accounts.addAll(list);
    }
    updateResolution();
    // remove any account that will report a zero balance for all periods
    if (hideZeroBalanceAccounts.isSelected()) {
        Iterator<Account> i = accounts.iterator();
        while (i.hasNext()) {
            Account account = i.next();
            boolean remove = true;
            for (int j = 0; j < endDates.size(); j++) {
                if (account.getBalance(startDates.get(j), endDates.get(j)).compareTo(BigDecimal.ZERO) != 0) {
                    remove = false;
                    break;
                }
            }
            if (remove) {
                i.remove();
            }
        }
    }
    // configure columns
    List<ColumnInfo> columnsList = new LinkedList<>();
    // accounts column
    ColumnInfo ci = new AccountNameColumnInfo(accounts);
    ci.columnName = rb.getString("Column.Account");
    ci.headerStyle = ColumnHeaderStyle.LEFT;
    ci.columnClass = String.class;
    ci.columnStyle = ColumnStyle.STRING;
    ci.isFixedWidth = false;
    columnsList.add(ci);
    for (int i = 0; i < dateLabels.size(); ++i) {
        ci = new DateRangeBalanceColumnInfo(accounts, startDates.get(i), endDates.get(i), baseCurrency);
        ci.columnName = dateLabels.get(i);
        ci.headerStyle = ColumnHeaderStyle.RIGHT;
        ci.columnClass = BigDecimal.class;
        ci.columnStyle = ColumnStyle.BALANCE_WITH_SUM_AND_GLOBAL;
        ci.isFixedWidth = true;
        columnsList.add(ci);
    }
    // cross-tab total column
    ci = new CrossTabAmountColumnInfo(accounts, baseCurrency);
    ci.columnName = "";
    ci.headerStyle = ColumnHeaderStyle.RIGHT;
    ci.columnClass = BigDecimal.class;
    ci.columnStyle = ColumnStyle.CROSSTAB_TOTAL;
    ci.isFixedWidth = true;
    columnsList.add(ci);
    if (needPercentiles) {
        ci = new PercentileColumnInfo(accounts);
        ci.columnName = "Percentile";
        ci.headerStyle = ColumnHeaderStyle.RIGHT;
        ci.columnClass = String.class;
        ci.columnStyle = ColumnStyle.CROSSTAB_TOTAL;
        ci.isFixedWidth = true;
        columnsList.add(ci);
    }
    // grouping column (last column)
    ci = new GroupColumnInfo(accounts);
    ci.columnName = "Type";
    ci.headerStyle = ColumnHeaderStyle.CENTER;
    ci.columnClass = String.class;
    ci.columnStyle = ColumnStyle.GROUP;
    ci.isFixedWidth = false;
    columnsList.add(ci);
    columns = columnsList.toArray(new ColumnInfo[columnsList.size()]);
    return new ReportModel(accounts, baseCurrency);
}

Example 9 with CurrencyNode

use of jgnash.engine.CurrencyNode in project jgnash by ccavanaugh.

the class IncomeExpensePieChart method createPieChart.

private JFreeChart createPieChart(final Account a) {
    final Engine engine = EngineFactory.getEngine(EngineFactory.DEFAULT);
    Objects.requireNonNull(engine);
    Objects.requireNonNull(a);
    PieDataset data = createPieDataSet(a);
    PiePlot plot = new PiePlot(data);
    // rebuilt each time because they're based on the account's commodity
    CurrencyNode defaultCurrency = engine.getDefaultCurrency();
    NumberFormat valueFormat = CommodityFormat.getFullNumberFormat(a.getCurrencyNode());
    NumberFormat percentFormat = new DecimalFormat("0.0#%");
    defaultLabels = new StandardPieSectionLabelGenerator("{0} = {1}", valueFormat, percentFormat);
    percentLabels = new StandardPieSectionLabelGenerator("{0} = {1}\n{2}", valueFormat, percentFormat);
    plot.setLabelGenerator(showPercentCheck.isSelected() ? percentLabels : defaultLabels);
    plot.setLabelGap(.02);
    plot.setInteriorGap(.1);
    // own transactions, not just child accounts), separate it from children.
    if (data.getIndex(a) != -1) {
        plot.setExplodePercent(a, .10);
    }
    String title;
    // pick an appropriate title
    if (a.getAccountType() == AccountType.EXPENSE) {
        title = rb.getString("Title.PercentExpense");
    } else if (a.getAccountType() == AccountType.INCOME) {
        title = rb.getString("Title.PercentIncome");
    } else {
        title = rb.getString("Title.PercentDist");
    }
    title = title + " - " + a.getPathName();
    JFreeChart chart = new JFreeChart(title, JFreeChart.DEFAULT_TITLE_FONT, plot, false);
    BigDecimal total = a.getTreeBalance(startField.getLocalDate(), endField.getLocalDate()).abs();
    String subtitle = valueFormat.format(total);
    if (!defaultCurrency.equals(a.getCurrencyNode())) {
        BigDecimal totalDefaultCurrency = total.multiply(a.getCurrencyNode().getExchangeRate(defaultCurrency));
        NumberFormat defaultValueFormat = CommodityFormat.getFullNumberFormat(defaultCurrency);
        subtitle += "  -  " + defaultValueFormat.format(totalDefaultCurrency);
    }
    chart.addSubtitle(new TextTitle(subtitle));
    chart.setBackgroundPaint(null);
    return chart;
}

Example 10 with CurrencyNode

use of jgnash.engine.CurrencyNode in project jgnash by ccavanaugh.

the class AbstractSumByTypeReport method createReportModel.

ReportModel createReportModel(final LocalDate startDate, final LocalDate endDate) {
    logger.info(rb.getString("Message.CollectingReportData"));
    final Engine engine = EngineFactory.getEngine(EngineFactory.DEFAULT);
    Objects.requireNonNull(engine);
    // generate the date information
    if (runningTotal) {
        dates = DateUtils.getLastDayOfTheMonths(startDate, endDate);
    } else {
        dates = DateUtils.getFirstDayOfTheMonths(startDate, endDate);
        dates.set(0, startDate);
        if (DateUtils.after(endDate, dates.get(dates.size() - 1))) {
            dates.add(endDate);
        }
    }
    final CurrencyNode baseCurrency = engine.getDefaultCurrency();
    List<Account> accounts = new ArrayList<>();
    for (AccountGroup group : getAccountGroups()) {
        accounts.addAll(getAccountList(AccountType.getAccountTypes(group)));
    }
    // remove any account that will report a zero balance for all periods
    if (hideZeroBalanceAccounts.isSelected()) {
        Iterator<Account> i = accounts.iterator();
        while (i.hasNext()) {
            Account account = i.next();
            boolean remove = true;
            if (runningTotal) {
                for (LocalDate date : dates) {
                    if (account.getBalance(date).compareTo(BigDecimal.ZERO) != 0) {
                        remove = false;
                        break;
                    }
                }
            } else {
                for (int j = 0; j < dates.size() - 1; j++) {
                    final LocalDate sDate = dates.get(j);
                    final LocalDate eDate = dates.get(j + 1).minusDays(1);
                    if (account.getBalance(sDate, eDate).compareTo(BigDecimal.ZERO) != 0) {
                        remove = false;
                        break;
                    }
                }
            }
            if (remove) {
                i.remove();
            }
        }
    }
    ReportModel model = new ReportModel(baseCurrency);
    model.addAccounts(accounts);
    return model;
}