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

Example 11 with Issue

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

the class CrossEntryCheckTest method testThatNotTheSameAccountIsMatched.

@Test
public void testThatNotTheSameAccountIsMatched() {
    Account second = new Account();
    client.addAccount(second);
    LocalDateTime date = LocalDateTime.now();
    account.addTransaction(new AccountTransaction(date, CurrencyUnit.EUR, 2, security, AccountTransaction.Type.TRANSFER_IN));
    AccountTransaction umatched = new AccountTransaction(date, CurrencyUnit.EUR, 2, security, AccountTransaction.Type.TRANSFER_OUT);
    account.addTransaction(umatched);
    second.addTransaction(new AccountTransaction(date, CurrencyUnit.EUR, 2, security, AccountTransaction.Type.TRANSFER_OUT));
    List<Issue> issues = new CrossEntryCheck().execute(client);
    assertThat(issues.size(), is(1));
    assertThat(issues.get(0), is(instanceOf(MissingAccountTransferIssue.class)));
    assertThat(account.getTransactions(), hasItem(umatched));
    assertThat(second.getTransactions().get(0).getCrossEntry(), notNullValue());
    assertThat(second.getTransactions().get(0).getType(), is(AccountTransaction.Type.TRANSFER_OUT));
    applyFixes(client, issues);
}

Example 12 with Issue

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

the class CrossEntryCheckTest method testMissingBuyInAccountIssue.

@Test
public void testMissingBuyInAccountIssue() {
    portfolio.addTransaction(new PortfolioTransaction(LocalDateTime.now(), CurrencyUnit.EUR, 1, security, 1, PortfolioTransaction.Type.SELL, 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);
}

Example 13 with Issue

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

the class SharesHeldConsistencyCheck method execute.

@Override
public List<Issue> execute(Client client) {
    List<Issue> issues = new ArrayList<Issue>();
    List<Security> securities = client.getSecurities();
    for (Portfolio portfolio : client.getPortfolios()) {
        long[] shares = new long[securities.size()];
        for (PortfolioTransaction t : portfolio.getTransactions()) {
            int index = securities.indexOf(t.getSecurity());
            // global collection or the security is null -> other checks
            if (index < 0)
                continue;
            switch(t.getType()) {
                case BUY:
                case TRANSFER_IN:
                case DELIVERY_INBOUND:
                    shares[index] += t.getShares();
                    break;
                case SELL:
                case TRANSFER_OUT:
                case DELIVERY_OUTBOUND:
                    shares[index] -= t.getShares();
                    break;
                default:
                    throw new UnsupportedOperationException();
            }
        }
        for (int ii = 0; ii < shares.length; ii++) {
            if (shares[ii] < 0) {
                Security security = securities.get(ii);
                issues.add(new SharesIssue(portfolio, security, shares[ii]));
            }
        }
    }
    return issues;
}