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

Example 66 with Portfolio

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

the class PortfolioListView method addNewButton.

private void addNewButton(ToolBar toolBar) {
    SimpleAction.Runnable newPortfolioAction = a -> {
        Portfolio portfolio = new Portfolio();
        portfolio.setName(Messages.LabelNoName);
        if (!getClient().getAccounts().isEmpty()) {
            portfolio.setReferenceAccount(getClient().getAccounts().get(0));
        } else {
            Account account = new Account();
            account.setName(Messages.LabelDefaultReferenceAccountName);
            getClient().addAccount(account);
            portfolio.setReferenceAccount(account);
        }
        getClient().addPortfolio(portfolio);
        markDirty();
        setInput();
        portfolios.editElement(portfolio, 0);
    };
    AbstractDropDown.create(toolBar, Messages.MenuCreatePortfolioOrTransaction, Images.PLUS.image(), SWT.NONE, (dd, manager) -> {
        manager.add(new SimpleAction(Messages.PortfolioMenuAdd, newPortfolioAction));
        manager.add(new Separator());
        Portfolio portfolio = (Portfolio) portfolios.getStructuredSelection().getFirstElement();
        new SecurityContextMenu(PortfolioListView.this).menuAboutToShow(manager, null, portfolio);
    });
}

Example 67 with Portfolio

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

the class PortfolioListView method createTopTable.

// //////////////////////////////////////////////////////////////
// top table: accounts
// //////////////////////////////////////////////////////////////
protected void createTopTable(Composite parent) {
    Composite container = new Composite(parent, SWT.NONE);
    TableColumnLayout layout = new TableColumnLayout();
    container.setLayout(layout);
    portfolios = new TableViewer(container, SWT.FULL_SELECTION);
    ColumnEditingSupport.prepare(portfolios);
    portfolioColumns = new // $NON-NLS-1$
    ShowHideColumnHelper(// $NON-NLS-1$
    PortfolioListView.class.getSimpleName() + "@top2", getPreferenceStore(), portfolios, layout);
    // $NON-NLS-1$
    Column column = new NameColumn("0", Messages.ColumnPortfolio, SWT.None, 100);
    column.setLabelProvider(new NameColumnLabelProvider() {

        @Override
        public Color getForeground(Object e) {
            boolean isRetired = ((Portfolio) e).isRetired();
            return isRetired ? Display.getDefault().getSystemColor(SWT.COLOR_DARK_GRAY) : null;
        }
    });
    column.getEditingSupport().addListener(this);
    portfolioColumns.addColumn(column);
    column = new Column(Messages.ColumnReferenceAccount, SWT.None, 160);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object e) {
            Portfolio p = (Portfolio) e;
            return p.getReferenceAccount() != null ? p.getReferenceAccount().getName() : null;
        }
    });
    // $NON-NLS-1$
    ColumnViewerSorter.create(Portfolio.class, "referenceAccount").attachTo(column);
    // $NON-NLS-1$
    new ListEditingSupport(Portfolio.class, "referenceAccount", getClient().getAccounts()).addListener(this).attachTo(column);
    portfolioColumns.addColumn(column);
    column = new NoteColumn();
    column.getEditingSupport().addListener(this);
    portfolioColumns.addColumn(column);
    portfolioColumns.createColumns();
    portfolios.getTable().setHeaderVisible(true);
    portfolios.getTable().setLinesVisible(true);
    portfolios.setContentProvider(ArrayContentProvider.getInstance());
    setInput();
    portfolios.addSelectionChangedListener(event -> {
        Portfolio portfolio = (Portfolio) ((IStructuredSelection) event.getSelection()).getFirstElement();
        if (portfolio != null) {
            transactions.setInput(portfolio, portfolio.getTransactions());
            transactions.refresh();
            CurrencyConverter converter = new CurrencyConverterImpl(factory, portfolio.getReferenceAccount().getCurrencyCode());
            statementOfAssets.setInput(PortfolioSnapshot.create(portfolio, converter, LocalDate.now()));
        } else {
            transactions.setInput(null, null);
            transactions.refresh();
            statementOfAssets.setInput((PortfolioSnapshot) null);
        }
    });
    hookContextMenu(portfolios.getTable(), this::fillPortfolioContextMenu);
}

Example 68 with Portfolio

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

the class ReviewExtractedItemsPage method preselectDropDowns.

private void preselectDropDowns() {
    // idea: generally one type of document (i.e. from the same bank) will
    // be imported into the same account
    List<Account> activeAccounts = client.getActiveAccounts();
    if (!activeAccounts.isEmpty()) {
        String uuid = preferences.getString(IMPORT_TARGET_ACCOUNT + extractor.getClass().getSimpleName());
        // do not trigger selection listener (-> do not user #setSelection)
        primaryAccount.getCombo().select(IntStream.range(0, activeAccounts.size()).filter(i -> activeAccounts.get(i).getUUID().equals(uuid)).findAny().orElse(0));
        secondaryAccount.getCombo().select(0);
    }
    List<Portfolio> activePortfolios = client.getActivePortfolios();
    if (!activePortfolios.isEmpty()) {
        String uuid = preferences.getString(IMPORT_TARGET_PORTFOLIO + extractor.getClass().getSimpleName());
        // do not trigger selection listener (-> do not user #setSelection)
        primaryPortfolio.getCombo().select(IntStream.range(0, activePortfolios.size()).filter(i -> activePortfolios.get(i).getUUID().equals(uuid)).findAny().orElse(0));
        secondaryPortfolio.getCombo().select(0);
    }
    if (extractor instanceof AssistantPDFExtractor) {
        String clazz = preferences.getString(IMPORT_TARGET_EXTRACTOR);
        List<Extractor> availableExtractors = ((AssistantPDFExtractor) extractor).getAvailableExtractors();
        OptionalInt index = IntStream.range(0, availableExtractors.size()).filter(i -> clazz.equals(availableExtractors.get(i).getClass().getName())).findAny();
        index.ifPresent(ii -> comboExtractors.getCombo().select(ii));
    }
}

Example 69 with Portfolio

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

the class ClientSnapshot method getJointPortfolio.

public PortfolioSnapshot getJointPortfolio() {
    if (this.jointPortfolio == null) {
        if (portfolios.isEmpty()) {
            Portfolio portfolio = new Portfolio();
            portfolio.setName(Messages.LabelJointPortfolio);
            portfolio.setReferenceAccount(new Account(Messages.LabelJointPortfolio));
            this.jointPortfolio = PortfolioSnapshot.create(portfolio, converter, date);
        } else if (portfolios.size() == 1) {
            this.jointPortfolio = portfolios.get(0);
        } else {
            this.jointPortfolio = PortfolioSnapshot.merge(portfolios, converter);
        }
    }
    return this.jointPortfolio;
}

Example 70 with Portfolio

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

the class PerformanceIndex method calculateAbsoluteInvestedCapital.

/**
 * Calculates the absolute invested capital, i.e. starting with the first
 * transaction recorded for the client.
 */
public long[] calculateAbsoluteInvestedCapital() {
    ToLongBiFunction<Money, LocalDateTime> convertIfNecessary = (amount, date) -> {
        if (amount.getCurrencyCode().equals(getCurrencyConverter().getTermCurrency()))
            return amount.getAmount();
        else
            return getCurrencyConverter().convert(date, amount).getAmount();
    };
    long startValue = 0;
    Interval interval = getActualInterval();
    LocalDateTime intervalStart = interval.getStart().atStartOfDay();
    for (Account account : getClient().getAccounts()) startValue += // 
    account.getTransactions().stream().filter(t -> t.getType() == AccountTransaction.Type.DEPOSIT || t.getType() == AccountTransaction.Type.REMOVAL).filter(// 
    t -> t.getDateTime().isBefore(intervalStart)).mapToLong(t -> {
        if (t.getType() == AccountTransaction.Type.DEPOSIT)
            return convertIfNecessary.applyAsLong(t.getMonetaryAmount(), t.getDateTime());
        else if (t.getType() == AccountTransaction.Type.REMOVAL)
            return -convertIfNecessary.applyAsLong(t.getMonetaryAmount(), t.getDateTime());
        else
            return 0;
    }).sum();
    for (Portfolio portfolio : getClient().getPortfolios()) startValue += // 
    portfolio.getTransactions().stream().filter(t -> t.getType() == PortfolioTransaction.Type.DELIVERY_INBOUND || t.getType() == PortfolioTransaction.Type.DELIVERY_OUTBOUND).filter(// 
    t -> t.getDateTime().isBefore(intervalStart)).mapToLong(t -> {
        if (t.getType() == PortfolioTransaction.Type.DELIVERY_INBOUND)
            return convertIfNecessary.applyAsLong(t.getMonetaryAmount(), t.getDateTime());
        else if (t.getType() == PortfolioTransaction.Type.DELIVERY_OUTBOUND)
            return -convertIfNecessary.applyAsLong(t.getMonetaryAmount(), t.getDateTime());
        else
            return 0;
    }).sum();
    return calculateInvestedCapital(startValue);
}