Examples with Issue name.abuchen.portfolio.checks.Issue used on opensource projects

Example 6 with Issue

use of name.abuchen.portfolio.checks.Issue in project portfolio by buchen.

the class CrossEntryCheckTest method testMissingPortfolioTransferOutIssue.

@Test
public void testMissingPortfolioTransferOutIssue() {
    portfolio.addTransaction(new PortfolioTransaction(LocalDateTime.now(), CurrencyUnit.EUR, 1, security, 1, PortfolioTransaction.Type.TRANSFER_IN, 1, 0));
    List<Issue> issues = new CrossEntryCheck().execute(client);
    assertThat(issues.size(), is(1));
    assertThat(issues.get(0), is(instanceOf(MissingPortfolioTransferIssue.class)));
    assertThat(issues.get(0).getEntity(), is((Object) portfolio));
    applyFixes(client, issues);
}

Example 7 with Issue

use of name.abuchen.portfolio.checks.Issue in project portfolio by buchen.

the class CrossEntryCheckTest method testThatAccountTransactionsWithoutSecurity.

@Test
public void testThatAccountTransactionsWithoutSecurity() {
    Portfolio second = new Portfolio();
    client.addPortfolio(second);
    account.addTransaction(new AccountTransaction(LocalDateTime.now(), CurrencyUnit.EUR, 1, null, AccountTransaction.Type.BUY));
    List<Issue> issues = new CrossEntryCheck().execute(client);
    assertThat(issues.size(), is(1));
    assertThat(issues.get(0).getAvailableFixes().get(0), is(instanceOf(DeleteTransactionFix.class)));
    applyFixes(client, issues);
    ClientSnapshot.create(client, new TestCurrencyConverter(), LocalDate.now());
}

Example 8 with Issue

use of name.abuchen.portfolio.checks.Issue in project portfolio by buchen.

the class CrossEntryCheckTest method testMissingAccountTransferOutIssue.

@Test
public void testMissingAccountTransferOutIssue() {
    account.addTransaction(new AccountTransaction(LocalDateTime.now(), CurrencyUnit.EUR, 1, security, AccountTransaction.Type.TRANSFER_IN));
    List<Issue> issues = new CrossEntryCheck().execute(client);
    assertThat(issues.size(), is(1));
    assertThat(issues.get(0), is(instanceOf(MissingAccountTransferIssue.class)));
    assertThat(issues.get(0).getEntity(), is((Object) account));
    applyFixes(client, issues);
}

Example 9 with Issue

use of name.abuchen.portfolio.checks.Issue in project portfolio by buchen.

the class TransactionCurrencyCheck method execute.

@Override
public List<Issue> execute(Client client) {
    Set<Object> transactions = new HashSet<Object>();
    for (Account account : client.getAccounts()) {
        account.getTransactions().stream().filter(t -> t.getCurrencyCode() == null).forEach(t -> transactions.add(t.getCrossEntry() != null ? t.getCrossEntry() : new TransactionPair<AccountTransaction>(account, t)));
    }
    for (Portfolio portfolio : client.getPortfolios()) {
        portfolio.getTransactions().stream().filter(t -> t.getCurrencyCode() == null).forEach(t -> transactions.add(t.getCrossEntry() != null ? t.getCrossEntry() : new TransactionPair<PortfolioTransaction>(portfolio, t)));
    }
    List<Issue> issues = new ArrayList<Issue>();
    for (Object t : transactions) {
        if (t instanceof TransactionPair<?>) {
            @SuppressWarnings("unchecked") TransactionPair<Transaction> pair = (TransactionPair<Transaction>) t;
            issues.add(new TransactionMissingCurrencyIssue(client, pair));
        } else if (t instanceof BuySellEntry) {
            // attempt to fix it if both currencies are identical. If a fix
            // involves currency conversion plus exchange rates, just offer
            // to delete the transaction.
            BuySellEntry entry = (BuySellEntry) t;
            String accountCurrency = entry.getAccount().getCurrencyCode();
            String securityCurrency = entry.getPortfolioTransaction().getSecurity().getCurrencyCode();
            @SuppressWarnings("unchecked") TransactionPair<Transaction> pair = new TransactionPair<Transaction>((TransactionOwner<Transaction>) entry.getOwner(entry.getAccountTransaction()), entry.getAccountTransaction());
            issues.add(new TransactionMissingCurrencyIssue(client, pair, Objects.equals(accountCurrency, securityCurrency)));
        } else if (t instanceof AccountTransferEntry) {
            // same story as with purchases: only offer to fix if currencies
            // match
            AccountTransferEntry entry = (AccountTransferEntry) t;
            String sourceCurrency = entry.getSourceAccount().getCurrencyCode();
            String targetCurrency = entry.getTargetAccount().getCurrencyCode();
            @SuppressWarnings("unchecked") TransactionPair<Transaction> pair = new TransactionPair<Transaction>((TransactionOwner<Transaction>) entry.getOwner(entry.getSourceTransaction()), entry.getSourceTransaction());
            issues.add(new TransactionMissingCurrencyIssue(client, pair, Objects.equals(sourceCurrency, targetCurrency)));
        } else if (t instanceof PortfolioTransferEntry) {
            // transferring a security involves no currency change because
            // the currency is defined the security itself
            PortfolioTransferEntry entry = (PortfolioTransferEntry) t;
            @SuppressWarnings("unchecked") TransactionPair<Transaction> pair = new TransactionPair<Transaction>((TransactionOwner<Transaction>) entry.getOwner(entry.getSourceTransaction()), entry.getSourceTransaction());
            issues.add(new TransactionMissingCurrencyIssue(client, pair));
        } else {
            throw new IllegalArgumentException();
        }
    }
    return issues;
}

Example 10 with Issue

use of name.abuchen.portfolio.checks.Issue in project portfolio by buchen.

the class CrossEntryCheckTest method testMissingSellInAccountIssue.

@Test
public void testMissingSellInAccountIssue() {
    portfolio.addTransaction(new PortfolioTransaction(LocalDateTime.now(), CurrencyUnit.EUR, 1, security, 1, PortfolioTransaction.Type.BUY, 1, 0));
    List<Issue> issues = new CrossEntryCheck().execute(client);
    assertThat(issues.size(), is(1));
    assertThat(issues.get(0), is(instanceOf(MissingBuySellAccountIssue.class)));
    assertThat(issues.get(0).getEntity(), is((Object) portfolio));
    applyFixes(client, issues);
}