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

Example 21 with Money

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

the class TaxonomyModel method visitActuals.

private void visitActuals(ClientSnapshot snapshot, TaxonomyNode node) {
    MutableMoney actual = MutableMoney.of(snapshot.getCurrencyCode());
    for (TaxonomyNode child : node.getChildren()) {
        visitActuals(snapshot, child);
        actual.add(child.getActual());
    }
    if (node.isAssignment()) {
        Assignment assignment = node.getAssignment();
        AssetPosition p = snapshot.getPositionsByVehicle().get(assignment.getInvestmentVehicle());
        if (p != null) {
            Money valuation = p.getValuation();
            actual.add(Money.of(valuation.getCurrencyCode(), Math.round(valuation.getAmount() * assignment.getWeight() / (double) Classification.ONE_HUNDRED_PERCENT)));
        }
    }
    node.setActual(actual.toMoney());
}

Example 22 with Money

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

the class AccountListView method createTransactionTable.

protected Control createTransactionTable(Composite parent) {
    Composite container = new Composite(parent, SWT.NONE);
    TableColumnLayout layout = new TableColumnLayout();
    container.setLayout(layout);
    transactions = new TableViewer(container, SWT.FULL_SELECTION | SWT.MULTI);
    ColumnViewerToolTipSupport.enableFor(transactions, ToolTip.NO_RECREATE);
    ColumnEditingSupport.prepare(transactions);
    transactionsColumns = new // $NON-NLS-1$
    ShowHideColumnHelper(// $NON-NLS-1$
    AccountListView.class.getSimpleName() + "@bottom5", getPreferenceStore(), transactions, layout);
    Column column = new Column(Messages.ColumnDate, SWT.None, 80);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object e) {
            return Values.DateTime.format(((AccountTransaction) e).getDateTime());
        }

        @Override
        public Color getForeground(Object element) {
            return colorFor((AccountTransaction) element);
        }
    });
    ColumnViewerSorter.create(new AccountTransaction.ByDateAmountTypeAndHashCode()).attachTo(column, SWT.DOWN);
    // $NON-NLS-1$
    new DateTimeEditingSupport(AccountTransaction.class, "dateTime").addListener(this).attachTo(column);
    transactionsColumns.addColumn(column);
    column = new Column(Messages.ColumnTransactionType, SWT.None, 100);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object e) {
            AccountTransaction t = (AccountTransaction) e;
            return t.getType().toString();
        }

        @Override
        public Color getForeground(Object element) {
            return colorFor((AccountTransaction) element);
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(AccountTransaction.class, "type"));
    transactionsColumns.addColumn(column);
    column = new Column(Messages.ColumnAmount, SWT.RIGHT, 80);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object e) {
            AccountTransaction t = (AccountTransaction) e;
            long v = t.getAmount();
            if (t.getType().isDebit())
                v = -v;
            return Values.Money.format(Money.of(t.getCurrencyCode(), v), getClient().getBaseCurrency());
        }

        @Override
        public Color getForeground(Object element) {
            return colorFor((AccountTransaction) element);
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(AccountTransaction.class, "amount"));
    transactionsColumns.addColumn(column);
    column = new Column(Messages.Balance, SWT.RIGHT, 80);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object e) {
            Money balance = transaction2balance.get(e);
            return balance != null ? Values.Money.format(balance, getClient().getBaseCurrency()) : null;
        }
    });
    column.setSorter(ColumnViewerSorter.create(new AccountTransaction.ByDateAmountTypeAndHashCode()));
    transactionsColumns.addColumn(column);
    column = new Column(Messages.ColumnSecurity, SWT.None, 250);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object e) {
            AccountTransaction t = (AccountTransaction) e;
            return t.getSecurity() != null ? String.valueOf(t.getSecurity()) : null;
        }

        @Override
        public Color getForeground(Object element) {
            return colorFor((AccountTransaction) element);
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(AccountTransaction.class, "security"));
    transactionsColumns.addColumn(column);
    column = new Column(Messages.ColumnShares, SWT.RIGHT, 80);
    column.setLabelProvider(new SharesLabelProvider() {

        @Override
        public Long getValue(Object e) {
            AccountTransaction t = (AccountTransaction) e;
            if (t.getCrossEntry() instanceof BuySellEntry) {
                return ((BuySellEntry) t.getCrossEntry()).getPortfolioTransaction().getShares();
            } else if (t.getType() == Type.DIVIDENDS && t.getShares() != 0) {
                return t.getShares();
            } else {
                return null;
            }
        }

        @Override
        public Color getForeground(Object element) {
            return colorFor((AccountTransaction) element);
        }
    });
    new // $NON-NLS-1$
    ValueEditingSupport(// $NON-NLS-1$
    AccountTransaction.class, // $NON-NLS-1$
    "shares", // $NON-NLS-1$
    Values.Share) {

        @Override
        public boolean canEdit(Object element) {
            AccountTransaction t = (AccountTransaction) element;
            return t.getType() == AccountTransaction.Type.DIVIDENDS;
        }
    }.addListener(this).attachTo(column);
    transactionsColumns.addColumn(column);
    column = new Column(Messages.ColumnPerShare, SWT.RIGHT, 80);
    column.setDescription(Messages.ColumnPerShare_Description);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object e) {
            AccountTransaction t = (AccountTransaction) e;
            if (t.getCrossEntry() instanceof BuySellEntry) {
                PortfolioTransaction pt = ((BuySellEntry) t.getCrossEntry()).getPortfolioTransaction();
                return Values.Quote.format(pt.getGrossPricePerShare(), getClient().getBaseCurrency());
            } else if (t.getType() == Type.DIVIDENDS && t.getShares() != 0) {
                long dividendPerShare = Math.round(t.getAmount() * Values.Share.divider() * Values.Quote.factorToMoney() / t.getShares());
                return Values.Quote.format(Quote.of(t.getCurrencyCode(), dividendPerShare), getClient().getBaseCurrency());
            } else {
                return null;
            }
        }

        @Override
        public Color getForeground(Object element) {
            return colorFor((AccountTransaction) element);
        }
    });
    transactionsColumns.addColumn(column);
    column = new Column(Messages.ColumnOffsetAccount, SWT.None, 120);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object e) {
            AccountTransaction t = (AccountTransaction) e;
            return t.getCrossEntry() != null ? t.getCrossEntry().getCrossOwner(t).toString() : null;
        }

        @Override
        public Color getForeground(Object element) {
            return colorFor((AccountTransaction) element);
        }
    });
    transactionsColumns.addColumn(column);
    column = new Column(Messages.ColumnNote, SWT.None, 200);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object e) {
            return ((AccountTransaction) e).getNote();
        }

        @Override
        public Color getForeground(Object element) {
            return colorFor((AccountTransaction) element);
        }

        @Override
        public Image getImage(Object e) {
            String note = ((AccountTransaction) e).getNote();
            return note != null && note.length() > 0 ? Images.NOTE.image() : null;
        }
    });
    // $NON-NLS-1$
    ColumnViewerSorter.create(AccountTransaction.class, "note").attachTo(column);
    // $NON-NLS-1$
    new StringEditingSupport(AccountTransaction.class, "note").addListener(this).attachTo(column);
    transactionsColumns.addColumn(column);
    transactionsColumns.createColumns();
    transactions.getTable().setHeaderVisible(true);
    transactions.getTable().setLinesVisible(true);
    transactions.setContentProvider(ArrayContentProvider.getInstance());
    hookContextMenu(transactions.getTable(), this::fillTransactionsContextMenu);
    hookKeyListener();
    return container;
}

Example 23 with Money

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

the class SecuritiesChart method getMovingAveragePurchasePrice.

private Optional<Double> getMovingAveragePurchasePrice(Client filteredClient, CurrencyConverter currencyConverter, LocalDate date) {
    ClientSnapshot snapshot = ClientSnapshot.create(filteredClient, currencyConverter, date);
    AssetPosition position = snapshot.getPositionsByVehicle().get(security);
    if (position == null)
        return Optional.empty();
    Money purchasePrice = position.getPosition().getMovingAveragePurchasePrice();
    if (!purchasePrice.isZero())
        return Optional.of(purchasePrice.getAmount() / Values.Amount.divider());
    else
        return Optional.empty();
}

Example 24 with Money

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

the class SecuritiesChart method getPurchasePrice.

private Optional<Double> getPurchasePrice(Client filteredClient, CurrencyConverter currencyConverter, LocalDate date) {
    ClientSnapshot snapshot = ClientSnapshot.create(filteredClient, currencyConverter, date);
    AssetPosition position = snapshot.getPositionsByVehicle().get(security);
    if (position == null)
        return Optional.empty();
    Money purchasePrice = position.getPosition().getFIFOPurchasePrice();
    if (!purchasePrice.isZero())
        return Optional.of(purchasePrice.getAmount() / Values.Amount.divider());
    else
        return Optional.empty();
}

Example 25 with Money

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

the class ReviewExtractedItemsPage method addColumns.

private void addColumns(TableViewer viewer, TableColumnLayout layout) {
    TableViewerColumn column = new TableViewerColumn(viewer, SWT.NONE);
    column.getColumn().setText(Messages.ColumnStatus);
    column.setLabelProvider(new // NOSONAR
    FormattedLabelProvider() {

        @Override
        public Image getImage(ExtractedEntry element) {
            Images image = null;
            switch(element.getMaxCode()) {
                case WARNING:
                    image = Images.WARNING;
                    break;
                case ERROR:
                    image = Images.ERROR;
                    break;
                case OK:
                default:
            }
            return image != null ? image.image() : null;
        }

        @Override
        public String getText(ExtractedEntry entry) {
            // $NON-NLS-1$
            return "";
        }
    });
    layout.setColumnData(column.getColumn(), new ColumnPixelData(22, true));
    column = new TableViewerColumn(viewer, SWT.NONE);
    column.getColumn().setText(Messages.ColumnDate);
    column.setLabelProvider(new // NOSONAR
    FormattedLabelProvider() {

        @Override
        public String getText(ExtractedEntry entry) {
            LocalDateTime date = entry.getItem().getDate();
            return date != null ? Values.DateTime.format(date) : null;
        }
    });
    layout.setColumnData(column.getColumn(), new ColumnPixelData(80, true));
    column = new TableViewerColumn(viewer, SWT.NONE);
    column.getColumn().setText(Messages.ColumnTransactionType);
    column.setLabelProvider(new // NOSONAR
    FormattedLabelProvider() {

        @Override
        public String getText(ExtractedEntry entry) {
            return entry.getItem().getTypeInformation();
        }

        @Override
        public Image getImage(ExtractedEntry entry) {
            Annotated subject = entry.getItem().getSubject();
            if (subject instanceof AccountTransaction)
                return Images.ACCOUNT.image();
            else if (subject instanceof PortfolioTransaction)
                return Images.PORTFOLIO.image();
            else if (subject instanceof Security)
                return Images.SECURITY.image();
            else if (subject instanceof BuySellEntry)
                return Images.PORTFOLIO.image();
            else if (subject instanceof AccountTransferEntry)
                return Images.ACCOUNT.image();
            else if (subject instanceof PortfolioTransferEntry)
                return Images.PORTFOLIO.image();
            else
                return null;
        }
    });
    layout.setColumnData(column.getColumn(), new ColumnPixelData(100, true));
    column = new TableViewerColumn(viewer, SWT.RIGHT);
    column.getColumn().setText(Messages.ColumnAmount);
    column.setLabelProvider(new // NOSONAR
    FormattedLabelProvider() {

        @Override
        public String getText(ExtractedEntry entry) {
            Money amount = entry.getItem().getAmount();
            return amount != null ? Values.Money.format(amount) : null;
        }
    });
    layout.setColumnData(column.getColumn(), new ColumnPixelData(80, true));
    column = new TableViewerColumn(viewer, SWT.RIGHT);
    column.getColumn().setText(Messages.ColumnShares);
    column.setLabelProvider(new // NOSONAR
    FormattedLabelProvider() {

        @Override
        public String getText(ExtractedEntry entry) {
            return Values.Share.formatNonZero(entry.getItem().getShares());
        }
    });
    layout.setColumnData(column.getColumn(), new ColumnPixelData(80, true));
    column = new TableViewerColumn(viewer, SWT.NONE);
    column.getColumn().setText(Messages.ColumnSecurity);
    column.setLabelProvider(new // NOSONAR
    FormattedLabelProvider() {

        @Override
        public String getText(ExtractedEntry entry) {
            Security security = entry.getItem().getSecurity();
            return security != null ? security.getName() : null;
        }
    });
    layout.setColumnData(column.getColumn(), new ColumnPixelData(250, true));
}