Examples with PerformanceIndex name.abuchen.portfolio.snapshot.PerformanceIndex used on opensource projects

Example 31 with PerformanceIndex

use of name.abuchen.portfolio.snapshot.PerformanceIndex in project portfolio by buchen.

the class PerformanceHeatmapWidget method fillTable.

private void fillTable() {
    // fill the table lines according to the supplied period
    // calculate the performance with a temporary reporting period
    // calculate the color interpolated between red and green with yellow as
    // the median
    Interval interval = get(ReportingPeriodConfig.class).getReportingPeriod().toInterval();
    DoubleFunction<Color> coloring = buildColorFunction();
    addHeaderRow();
    DataSeries dataSeries = get(DataSeriesConfig.class).getDataSeries();
    // adapt interval to include the first and last month fully
    Interval calcInterval = Interval.of(interval.getStart().getDayOfMonth() == interval.getStart().lengthOfMonth() ? interval.getStart() : interval.getStart().withDayOfMonth(1).minusDays(1), interval.getEnd().withDayOfMonth(interval.getEnd().lengthOfMonth()));
    PerformanceIndex performanceIndex = getDashboardData().calculate(dataSeries, new ReportingPeriod.FromXtoY(calcInterval));
    Interval actualInterval = performanceIndex.getActualInterval();
    for (Integer year : actualInterval.iterYears()) {
        // year
        Cell cell = new Cell(table, () -> {
            int numColumns = getDashboardData().getDashboard().getColumns().size();
            return numColumns > 2 ? String.valueOf(year % 100) : String.valueOf(year);
        });
        GridDataFactory.fillDefaults().grab(true, false).applyTo(cell);
        // monthly data
        for (LocalDate month = LocalDate.of(year, 1, 1); month.getYear() == year; month = month.plusMonths(1)) {
            if (actualInterval.contains(month)) {
                cell = createCell(performanceIndex, month, coloring);
                InfoToolTip.attach(cell, Messages.PerformanceHeatmapToolTip);
            } else {
                // $NON-NLS-1$
                cell = new Cell(table, () -> "");
            }
            GridDataFactory.fillDefaults().grab(true, false).align(SWT.FILL, SWT.FILL).applyTo(cell);
        }
    }
    table.layout(true);
}

Example 32 with PerformanceIndex

use of name.abuchen.portfolio.snapshot.PerformanceIndex in project portfolio by buchen.

the class PerformanceChartSeriesBuilder method addClient.

private void addClient(DataSeries series, PerformanceIndex clientIndex, Aggregation.Period aggregationPeriod) {
    PerformanceIndex index = aggregationPeriod != null ? Aggregation.aggregate(clientIndex, aggregationPeriod) : clientIndex;
    switch((ClientDataSeries) series.getInstance()) {
        case TOTALS:
            ILineSeries lineSeries = getChart().addDateSeries(index.getDates(), index.getAccumulatedPercentage(), series.getLabel());
            configure(series, lineSeries);
            break;
        case DELTA_PERCENTAGE:
            String aggreagtionPeriodLabel = aggregationPeriod != null ? aggregationPeriod.toString() : Messages.LabelAggregationDaily;
            IBarSeries barSeries = getChart().addDateBarSeries(index.getDates(), index.getDeltaPercentage(), aggreagtionPeriodLabel);
            // update label, e.g. 'daily' to 'weekly'
            series.setLabel(aggreagtionPeriodLabel);
            configure(series, barSeries);
            break;
        default:
            break;
    }
}

Example 33 with PerformanceIndex

use of name.abuchen.portfolio.snapshot.PerformanceIndex in project portfolio by buchen.

the class StatementOfAssetsSeriesBuilder method build.

public void build(DataSeries series, ReportingPeriod reportingPeriod) {
    PerformanceIndex index = getCache().lookup(series, reportingPeriod);
    if (series.getType() == DataSeries.Type.CLIENT) {
        addClient(series, index);
    } else {
        ILineSeries lineSeries = getChart().addDateSeries(index.getDates(), toDouble(index.getTotals(), Values.Amount.divider()), series.getLabel());
        configure(series, lineSeries);
    }
}