Examples with Type name.abuchen.portfolio.model.PortfolioTransaction.Type used on opensource projects

Example 1 with Type

use of name.abuchen.portfolio.model.PortfolioTransaction.Type in project portfolio by buchen.

the class CSVPortfolioTransactionExtractor method extract.

@Override
void extract(List<Item> items, String[] rawValues, Map<String, Column> field2column) throws ParseException {
    // if forex gross amount is available then assume that is the currency
    // of the security to be created
    // check if we have a security
    Security security = getSecurity(rawValues, field2column, s -> {
        String currency = getText(Messages.CSVColumn_CurrencyGrossAmount, rawValues, field2column);
        if (currency == null || currency.isEmpty())
            currency = getText(Messages.CSVColumn_TransactionCurrency, rawValues, field2column);
        if (currency != null) {
            CurrencyUnit unit = CurrencyUnit.getInstance(currency.trim());
            s.setCurrencyCode(unit == null ? getClient().getBaseCurrency() : unit.getCurrencyCode());
        }
    });
    if (security == null)
        throw new ParseException(MessageFormat.format(Messages.CSVImportMissingSecurity, // $NON-NLS-1$
        new StringJoiner(", ").add(Messages.CSVColumn_ISIN).add(Messages.CSVColumn_TickerSymbol).add(Messages.CSVColumn_WKN).toString()), 0);
    // check for the transaction amount
    Money amount = getMoney(rawValues, field2column);
    // determine type (if not explicitly given by import)
    Type type = inferType(rawValues, field2column, amount);
    // determine remaining fields
    LocalDateTime date = getDate(Messages.CSVColumn_Date, rawValues, field2column);
    if (date == null)
        throw new ParseException(MessageFormat.format(Messages.CSVImportMissingField, Messages.CSVColumn_Date), 0);
    Long shares = getShares(Messages.CSVColumn_Shares, rawValues, field2column);
    Long fees = getAmount(Messages.CSVColumn_Fees, rawValues, field2column);
    Long taxes = getAmount(Messages.CSVColumn_Taxes, rawValues, field2column);
    String note = getText(Messages.CSVColumn_Note, rawValues, field2column);
    Unit grossAmount = extractGrossAmount(rawValues, field2column, amount);
    switch(type) {
        case BUY:
        case SELL:
            items.add(createBuySell(rawValues, field2column, type, security, amount, fees, taxes, date, note, shares, grossAmount));
            break;
        case TRANSFER_IN:
        case TRANSFER_OUT:
            items.add(createTransfer(security, amount, fees, taxes, date, note, shares, grossAmount));
            break;
        case DELIVERY_INBOUND:
        case DELIVERY_OUTBOUND:
            items.add(createDelivery(rawValues, field2column, type, security, amount, fees, taxes, date, note, shares, grossAmount));
            break;
        default:
            throw new IllegalArgumentException(type.toString());
    }
}

Example 2 with Type

use of name.abuchen.portfolio.model.PortfolioTransaction.Type in project portfolio by buchen.

the class InsertActionTest method testPortfolioTransactionAttributes.

@Test
public void testPortfolioTransactionAttributes() throws IntrospectionException {
    // This test is only a "marker" that fails if the PortfolioTransaction
    // is structurally changed. If it is changed, then the ImportAction
    // needs to change too.
    BeanInfo info = Introspector.getBeanInfo(PortfolioTransaction.class);
    Set<String> properties = Arrays.stream(info.getPropertyDescriptors()).filter(p -> p.getWriteMethod() != null).map(p -> p.getName()).collect(Collectors.toSet());
    assertThat(properties, hasItem("security"));
    assertThat(properties, hasItem("monetaryAmount"));
    assertThat(properties, hasItem("currencyCode"));
    assertThat(properties, hasItem("amount"));
    assertThat(properties, hasItem("shares"));
    assertThat(properties, hasItem("dateTime"));
    assertThat(properties, hasItem("type"));
    assertThat(properties, hasItem("note"));
    assertThat(properties.size(), is(8));
}