Examples with Portfolio name.abuchen.portfolio.model.Portfolio used on opensource projects

Example 51 with Portfolio

use of name.abuchen.portfolio.model.Portfolio in project portfolio by buchen.

the class AccountContextMenu method menuAboutToShow.

public void menuAboutToShow(IMenuManager manager, final Account account, final Security security) {
    if (account == null)
        return;
    for (final AccountTransaction.Type type : // 
    EnumSet.of(// 
    AccountTransaction.Type.DEPOSIT, // 
    AccountTransaction.Type.REMOVAL, // 
    AccountTransaction.Type.TAXES, // 
    AccountTransaction.Type.TAX_REFUND, // 
    AccountTransaction.Type.FEES, // 
    AccountTransaction.Type.FEES_REFUND, // 
    AccountTransaction.Type.INTEREST, AccountTransaction.Type.INTEREST_CHARGE)) {
        // $NON-NLS-1$
        new OpenDialogAction(owner, type.toString() + "...").type(// 
        AccountTransactionDialog.class).parameters(// 
        type).with(// 
        account).with(// 
        security).addTo(manager);
    }
    manager.add(new Separator());
    // 
    new OpenDialogAction(owner, Messages.AccountMenuTransfer).type(// 
    AccountTransferDialog.class).with(// 
    account).addTo(manager);
    manager.add(new Separator());
    if (!owner.getClient().getActivePortfolios().isEmpty() && !owner.getClient().getSecurities().isEmpty()) {
        // preselect a portfolio that has the current
        // account as a reference account
        final Portfolio[] portfolio = new Portfolio[1];
        for (Portfolio p : owner.getClient().getActivePortfolios()) {
            if (p.getReferenceAccount().equals(account)) {
                portfolio[0] = p;
                break;
            }
        }
        // $NON-NLS-1$
        new OpenDialogAction(owner, Messages.SecurityMenuBuy + "...").type(// 
        SecurityTransactionDialog.class).parameters(// 
        PortfolioTransaction.Type.BUY).with(// 
        portfolio[0]).with(// 
        security).addTo(manager);
        // $NON-NLS-1$
        new OpenDialogAction(owner, Messages.SecurityMenuSell + "...").type(// 
        SecurityTransactionDialog.class).parameters(// 
        PortfolioTransaction.Type.SELL).with(// 
        portfolio[0]).with(// 
        security).addTo(manager);
        // $NON-NLS-1$
        new OpenDialogAction(owner, Messages.SecurityMenuDividends + "...").type(// 
        AccountTransactionDialog.class).parameters(// 
        AccountTransaction.Type.DIVIDENDS).with(// 
        account).with(// 
        security).addTo(manager);
    }
}

Example 52 with Portfolio

use of name.abuchen.portfolio.model.Portfolio in project portfolio by buchen.

the class ClientFilterMenu method buildItem.

private Item buildItem(Object[] selected) {
    List<Portfolio> portfolios = Arrays.stream(selected).filter(o -> o instanceof Portfolio).map(o -> (Portfolio) o).collect(Collectors.toList());
    List<Account> accounts = Arrays.stream(selected).filter(o -> o instanceof Account).map(o -> (Account) o).collect(Collectors.toList());
    String label = // $NON-NLS-1$
    String.join(// $NON-NLS-1$
    ", ", Arrays.stream(selected).map(String::valueOf).collect(Collectors.toList()));
    String uuids = // $NON-NLS-1$
    String.join(// $NON-NLS-1$
    ",", Arrays.stream(selected).map(o -> o instanceof Account ? ((Account) o).getUUID() : ((Portfolio) o).getUUID()).collect(Collectors.toList()));
    return new Item(label, uuids, new PortfolioClientFilter(portfolios, accounts));
}

Example 53 with Portfolio

use of name.abuchen.portfolio.model.Portfolio in project portfolio by buchen.

the class CheckCurrenciesPortfolioTransactionTest method testNoForexGrossValueExistsIfCurrenciesMatch.

@Test
public void testNoForexGrossValueExistsIfCurrenciesMatch() {
    Portfolio portfolio = new Portfolio();
    Security security = new Security("", "EUR");
    PortfolioTransaction t = new PortfolioTransaction();
    t.setType(Type.DELIVERY_INBOUND);
    t.setMonetaryAmount(Money.of("EUR", 1_00));
    t.setSecurity(security);
    t.addUnit(new Unit(Unit.Type.GROSS_VALUE, Money.of("EUR", 1_00), Money.of("USD", 2_00), BigDecimal.valueOf(0.5)));
    assertThat(action.process(t, portfolio).getCode(), is(Status.Code.ERROR));
}

Example 54 with Portfolio

use of name.abuchen.portfolio.model.Portfolio in project portfolio by buchen.

the class CheckCurrenciesPortfolioTransactionTest method testNoForexGrossValueExistsIfCurrenciesMatchEvenIfNoForex.

@Test
public void testNoForexGrossValueExistsIfCurrenciesMatchEvenIfNoForex() {
    Portfolio portfolio = new Portfolio();
    Security security = new Security("", "EUR");
    PortfolioTransaction t = new PortfolioTransaction();
    t.setType(Type.DELIVERY_INBOUND);
    t.setMonetaryAmount(Money.of("EUR", 1_00));
    t.setSecurity(security);
    t.addUnit(new Unit(Unit.Type.GROSS_VALUE, Money.of("EUR", 1_00)));
    assertThat(action.process(t, portfolio).getCode(), is(Status.Code.ERROR));
}

Example 55 with Portfolio

use of name.abuchen.portfolio.model.Portfolio in project portfolio by buchen.

the class CheckCurrenciesPortfolioTransactionTest method testTransactionTaxesAndFeesAddUpForOutboundDeliveries.

@Test
public void testTransactionTaxesAndFeesAddUpForOutboundDeliveries() {
    Portfolio portfolio = new Portfolio();
    Security security = new Security("", "EUR");
    Unit tax = new Unit(Unit.Type.TAX, Money.of("EUR", 5_00));
    Unit fee = new Unit(Unit.Type.FEE, Money.of("EUR", 5_00));
    PortfolioTransaction t = new PortfolioTransaction();
    t.setType(Type.DELIVERY_OUTBOUND);
    t.setMonetaryAmount(Money.of("EUR", 20_00));
    t.setSecurity(security);
    t.addUnit(fee);
    t.addUnit(tax);
    assertThat(action.process(t, portfolio).getCode(), is(Status.Code.OK));
    t.setMonetaryAmount(Money.of("EUR", 7_00));
    assertThat(action.process(t, portfolio).getCode(), is(Status.Code.ERROR));
    t.setType(Type.DELIVERY_INBOUND);
    assertThat(action.process(t, portfolio).getCode(), is(Status.Code.OK));
    t.setType(Type.DELIVERY_OUTBOUND);
    t.removeUnit(tax);
    assertThat(action.process(t, portfolio).getCode(), is(Status.Code.OK));
    t.setMonetaryAmount(Money.of("EUR", 3_00));
    assertThat(action.process(t, portfolio).getCode(), is(Status.Code.ERROR));
    t.setType(Type.DELIVERY_INBOUND);
    assertThat(action.process(t, portfolio).getCode(), is(Status.Code.OK));
}