Examples with CurrencyUnit name.abuchen.portfolio.money.CurrencyUnit used on opensource projects

Example 1 with CurrencyUnit

use of name.abuchen.portfolio.money.CurrencyUnit in project portfolio by buchen.

the class SecurityTransactionDialog method createFormElements.

@Override
protected void createFormElements(Composite editArea) {
    // 
    // input elements
    // 
    // security
    ComboInput securities = new ComboInput(editArea, Messages.ColumnSecurity);
    securities.value.setInput(including(client.getActiveSecurities(), model().getSecurity()));
    securities.bindValue(Properties.security.name(), Messages.MsgMissingSecurity);
    securities.bindCurrency(Properties.securityCurrencyCode.name());
    // portfolio + reference account
    ComboInput portfolio = new ComboInput(editArea, Messages.ColumnPortfolio);
    portfolio.value.setInput(including(client.getActivePortfolios(), model().getPortfolio()));
    portfolio.bindValue(Properties.portfolio.name(), Messages.MsgMissingPortfolio);
    ComboInput comboInput = new ComboInput(editArea, null);
    if (model() instanceof BuySellModel) {
        comboInput.value.setInput(including(client.getActiveAccounts(), ((BuySellModel) model()).getAccount()));
        comboInput.bindValue(Properties.account.name(), Messages.MsgMissingAccount);
    } else {
        List<CurrencyUnit> availableCurrencies = CurrencyUnit.getAvailableCurrencyUnits();
        Collections.sort(availableCurrencies);
        comboInput.value.setInput(availableCurrencies);
        comboInput.bindValue(Properties.transactionCurrency.name(), Messages.MsgMissingAccount);
    }
    // date
    Label lblDate = new Label(editArea, SWT.RIGHT);
    lblDate.setText(Messages.ColumnDate);
    DatePicker valueDate = new DatePicker(editArea);
    context.bindValue(new SimpleDateTimeDateSelectionProperty().observe(valueDate.getControl()), BeanProperties.value(Properties.date.name()).observe(model));
    DateTime valueTime = new DateTime(editArea, SWT.TIME | SWT.SHORT | SWT.DROP_DOWN | SWT.BORDER);
    context.bindValue(new SimpleDateTimeTimeSelectionProperty().observe(valueTime), BeanProperties.value(Properties.time.name()).observe(model));
    // other input fields
    Input shares = new Input(editArea, Messages.ColumnShares);
    shares.bindValue(Properties.shares.name(), Messages.ColumnShares, Values.Share, true);
    // $NON-NLS-1$
    Input quote = new Input(editArea, "x " + Messages.ColumnQuote);
    quote.bindBigDecimal(Properties.quote.name(), Values.Quote.pattern());
    quote.bindCurrency(Properties.securityCurrencyCode.name());
    // $NON-NLS-1$
    Input grossValue = new Input(editArea, "=");
    grossValue.bindValue(Properties.grossValue.name(), Messages.ColumnSubTotal, Values.Amount, true);
    grossValue.bindCurrency(Properties.securityCurrencyCode.name());
    // $NON-NLS-1$ //$NON-NLS-2$
    Input exchangeRate = new Input(editArea, useIndirectQuotation ? "/ " : "x ");
    exchangeRate.bindBigDecimal(useIndirectQuotation ? Properties.inverseExchangeRate.name() : Properties.exchangeRate.name(), Values.ExchangeRate.pattern());
    exchangeRate.bindCurrency(useIndirectQuotation ? Properties.inverseExchangeRateCurrencies.name() : Properties.exchangeRateCurrencies.name());
    model().addPropertyChangeListener(Properties.exchangeRate.name(), e -> exchangeRate.value.setToolTipText(AbstractModel.createCurrencyToolTip(model().getExchangeRate(), model().getTransactionCurrencyCode(), model().getSecurityCurrencyCode())));
    // $NON-NLS-1$
    final Input convertedGrossValue = new Input(editArea, "=");
    convertedGrossValue.bindValue(Properties.convertedGrossValue.name(), Messages.ColumnSubTotal, Values.Amount, true);
    convertedGrossValue.bindCurrency(Properties.transactionCurrencyCode.name());
    // fees
    Label plusForexFees = new Label(editArea, SWT.NONE);
    // $NON-NLS-1$
    plusForexFees.setText("+");
    Input forexFees = new Input(editArea, sign() + Messages.ColumnFees);
    forexFees.bindValue(Properties.forexFees.name(), Messages.ColumnFees, Values.Amount, false);
    forexFees.bindCurrency(Properties.securityCurrencyCode.name());
    Input fees = new Input(editArea, sign() + Messages.ColumnFees);
    fees.bindValue(Properties.fees.name(), Messages.ColumnFees, Values.Amount, false);
    fees.bindCurrency(Properties.transactionCurrencyCode.name());
    // taxes
    Label plusForexTaxes = new Label(editArea, SWT.NONE);
    // $NON-NLS-1$
    plusForexTaxes.setText("+");
    Input forexTaxes = new Input(editArea, sign() + Messages.ColumnTaxes);
    forexTaxes.bindValue(Properties.forexTaxes.name(), Messages.ColumnTaxes, Values.Amount, false);
    forexTaxes.bindCurrency(Properties.securityCurrencyCode.name());
    Input taxes = new Input(editArea, sign() + Messages.ColumnTaxes);
    taxes.bindValue(Properties.taxes.name(), Messages.ColumnTaxes, Values.Amount, false);
    taxes.bindCurrency(Properties.transactionCurrencyCode.name());
    // total
    String label = getTotalLabel();
    // $NON-NLS-1$
    Input total = new Input(editArea, "= " + label);
    total.bindValue(Properties.total.name(), label, Values.Amount, model().getType() != PortfolioTransaction.Type.DELIVERY_OUTBOUND);
    total.bindCurrency(Properties.transactionCurrencyCode.name());
    // note
    Label lblNote = new Label(editArea, SWT.LEFT);
    lblNote.setText(Messages.ColumnNote);
    Text valueNote = new Text(editArea, SWT.BORDER);
    context.bindValue(WidgetProperties.text(SWT.Modify).observe(valueNote), BeanProperties.value(Properties.note.name()).observe(model));
    // 
    // form layout
    // 
    int width = amountWidth(grossValue.value);
    int currencyWidth = currencyWidth(grossValue.currency);
    int labelWidth = widest(securities.label, portfolio.label, lblDate, shares.label, lblNote);
    startingWith(securities.value.getControl(), securities.label).suffix(securities.currency).thenBelow(portfolio.value.getControl()).label(portfolio.label).suffix(// 
    comboInput.value.getControl()).thenBelow(valueDate.getControl()).label(lblDate).thenRight(valueTime);
    startingWith(securities.label).width(labelWidth);
    // shares - quote - gross value
    startingWith(valueDate.getControl()).thenBelow(shares.value).width(width).label(shares.label).thenRight(quote.label).thenRight(quote.value).width(width).thenRight(quote.currency).width(width).thenRight(grossValue.label).thenRight(grossValue.value).width(width).thenRight(grossValue.currency);
    startingWith(quote.value).thenBelow(exchangeRate.value).width(width).label(exchangeRate.label).thenRight(exchangeRate.currency).width(width);
    startingWith(grossValue.value).thenBelow(convertedGrossValue.value).width(width).label(convertedGrossValue.label).suffix(convertedGrossValue.currency).thenBelow(fees.value).width(width).label(fees.label).suffix(fees.currency).thenBelow(taxes.value).width(width).label(taxes.label).suffix(taxes.currency).thenBelow(total.value).width(width).label(total.label).suffix(total.currency).thenBelow(valueNote).left(securities.value.getControl()).right(total.value).label(lblNote);
    startingWith(fees.value).thenLeft(plusForexFees).thenLeft(forexFees.currency).width(currencyWidth).thenLeft(forexFees.value).width(width).thenLeft(forexFees.label);
    startingWith(taxes.value).thenLeft(plusForexTaxes).thenLeft(forexTaxes.currency).width(currencyWidth).thenLeft(forexTaxes.value).width(width).thenLeft(forexTaxes.label);
    // 
    // hide / show exchange rate if necessary
    // 
    model.addPropertyChangeListener(Properties.exchangeRateCurrencies.name(), event -> {
        // NOSONAR
        String securityCurrency = model().getSecurityCurrencyCode();
        String accountCurrency = model().getTransactionCurrencyCode();
        // make exchange rate visible if both are set but different
        boolean visible = securityCurrency.length() > 0 && accountCurrency.length() > 0 && !securityCurrency.equals(accountCurrency);
        exchangeRate.setVisible(visible);
        convertedGrossValue.setVisible(visible);
        forexFees.setVisible(visible);
        plusForexFees.setVisible(visible);
        fees.label.setVisible(!visible);
        forexTaxes.setVisible(visible);
        plusForexTaxes.setVisible(visible);
        taxes.label.setVisible(!visible);
        // set fx taxes and tx fees to 0 if not visible
        if (!visible) {
            model().setForexFees(0);
            model().setForexTaxes(0);
        }
    });
    WarningMessages warnings = new WarningMessages(this);
    warnings.add(() -> model().getDate().isAfter(LocalDate.now()) ? Messages.MsgDateIsInTheFuture : null);
    warnings.add(() -> new StockSplitWarning().check(model().getSecurity(), model().getDate()));
    model.addPropertyChangeListener(Properties.security.name(), e -> warnings.check());
    model.addPropertyChangeListener(Properties.date.name(), e -> warnings.check());
    // $NON-NLS-1$
    model.firePropertyChange(Properties.exchangeRateCurrencies.name(), "", model().getExchangeRateCurrencies());
}

Example 2 with CurrencyUnit

use of name.abuchen.portfolio.money.CurrencyUnit in project portfolio by buchen.

the class CheckCurrenciesAction method process.

@Override
public Status process(Security security) {
    String currency = security.getCurrencyCode();
    CurrencyUnit unit = CurrencyUnit.getInstance(currency);
    return unit != null ? Status.OK_STATUS : new Status(Status.Code.ERROR, MessageFormat.format(Messages.MsgCheckUnsupportedCurrency, currency));
}

Example 3 with CurrencyUnit

use of name.abuchen.portfolio.money.CurrencyUnit 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 4 with CurrencyUnit

use of name.abuchen.portfolio.money.CurrencyUnit in project portfolio by buchen.

the class NewClientWizard method performFinish.

@Override
public boolean performFinish() {
    CurrencyUnit currency = page.getSelectedCurrency();
    ClientFactory.setAllCurrencies(client, currency.getCurrencyCode());
    return true;
}

Example 5 with CurrencyUnit

use of name.abuchen.portfolio.money.CurrencyUnit in project portfolio by buchen.

the class BindingHelper method bindCurrencyCodeCombo.

public final ComboViewer bindCurrencyCodeCombo(Composite editArea, String label, String property) {
    Label l = new Label(editArea, SWT.NONE);
    l.setText(label);
    ComboViewer combo = new ComboViewer(editArea, SWT.READ_ONLY);
    combo.setContentProvider(ArrayContentProvider.getInstance());
    combo.setLabelProvider(new LabelProvider());
    List<CurrencyUnit> currencies = new ArrayList<>();
    currencies.add(CurrencyUnit.EMPTY);
    currencies.addAll(CurrencyUnit.getAvailableCurrencyUnits().stream().sorted().collect(Collectors.toList()));
    combo.setInput(currencies);
    GridDataFactory.fillDefaults().align(SWT.BEGINNING, SWT.FILL).applyTo(combo.getControl());
    UpdateValueStrategy targetToModel = new UpdateValueStrategy();
    targetToModel.setConverter(new CurrencyUnitToStringConverter());
    UpdateValueStrategy modelToTarget = new UpdateValueStrategy();
    modelToTarget.setConverter(new StringToCurrencyUnitConverter());
    // 
    context.bindValue(// 
    ViewersObservables.observeSingleSelection(combo), BeanProperties.value(property).observe(model), targetToModel, modelToTarget);
    return combo;
}