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Example 16 with SecurityPerformanceRecord

use of name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord in project portfolio by buchen.

the class SecuritiesPerformanceView method createDividendColumns.

private void createDividendColumns() {
    // Gesamtsumme der erhaltenen Dividenden
    // $NON-NLS-1$
    Column column = new Column("sumdiv", Messages.ColumnDividendSum, SWT.RIGHT, 80);
    column.setMenuLabel(Messages.ColumnDividendSum_MenuLabel);
    column.setGroupLabel(Messages.GroupLabelDividends);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Money.format(((SecurityPerformanceRecord) r).getSumOfDividends(), getClient().getBaseCurrency());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "sumOfDividends"));
    recordColumns.addColumn(column);
    // Rendite insgesamt
    // $NON-NLS-1$
    column = new Column("d%", Messages.ColumnDividendTotalRateOfReturn, SWT.RIGHT, 80);
    column.setGroupLabel(Messages.GroupLabelDividends);
    column.setDescription(Messages.ColumnDividendTotalRateOfReturn_Description);
    column.setVisible(false);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Percent2.formatNonZero(((SecurityPerformanceRecord) r).getTotalRateOfReturnDiv());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "totalRateOfReturnDiv"));
    recordColumns.addColumn(column);
    // Rendite insgesamt, nach gleitendem Durchschnitt
    // $NON-NLS-1$
    column = new Column("d%mvavg", Messages.ColumnDividendMovingAverageTotalRateOfReturn, SWT.RIGHT, 80);
    column.setGroupLabel(Messages.GroupLabelDividends);
    column.setMenuLabel(Messages.ColumnDividendMovingAverageTotalRateOfReturn_MenuLabel);
    column.setDescription(Messages.ColumnDividendMovingAverageTotalRateOfReturn_Description);
    column.setVisible(false);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Percent2.formatNonZero(((SecurityPerformanceRecord) r).getTotalRateOfReturnDivMovingAverage());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "totalRateOfReturnDivMovingAverage"));
    recordColumns.addColumn(column);
    // Anzahl der Dividendenereignisse
    // $NON-NLS-1$
    column = new Column("dcount", Messages.ColumnDividendPaymentCount, SWT.RIGHT, 25);
    column.setGroupLabel(Messages.GroupLabelDividends);
    column.setMenuLabel(Messages.ColumnDividendPaymentCount_MenuLabel);
    column.setVisible(false);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Id.format(((SecurityPerformanceRecord) r).getDividendEventCount());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "dividendEventCount"));
    recordColumns.addColumn(column);
    // Datum der letzten Dividendenzahlung
    // $NON-NLS-1$
    column = new Column("dlast", Messages.ColumnLastDividendPayment, SWT.None, 75);
    column.setMenuLabel(Messages.ColumnLastDividendPayment_MenuLabel);
    column.setGroupLabel(Messages.GroupLabelDividends);
    column.setVisible(false);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            LocalDate date = ((SecurityPerformanceRecord) r).getLastDividendPayment();
            return date != null ? Values.Date.format(date) : null;
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "lastDividendPayment"));
    recordColumns.addColumn(column);
    // Periodizität der Dividendenzahlungen
    // $NON-NLS-1$
    column = new Column("dperiod", Messages.ColumnDividendPeriodicity, SWT.None, 100);
    column.setGroupLabel(Messages.GroupLabelDividends);
    column.setDescription(Messages.ColumnDividendPeriodicity_Description);
    column.setVisible(false);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return ((SecurityPerformanceRecord) r).getPeriodicity().toString();
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "periodicitySort"));
    recordColumns.addColumn(column);
}
Also used : ColumnLabelProvider(org.eclipse.jface.viewers.ColumnLabelProvider) NameColumn(name.abuchen.portfolio.ui.views.columns.NameColumn) TaxonomyColumn(name.abuchen.portfolio.ui.views.columns.TaxonomyColumn) AttributeColumn(name.abuchen.portfolio.ui.views.columns.AttributeColumn) NoteColumn(name.abuchen.portfolio.ui.views.columns.NoteColumn) IsinColumn(name.abuchen.portfolio.ui.views.columns.IsinColumn) Column(name.abuchen.portfolio.ui.util.viewers.Column) SecurityPerformanceRecord(name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord) LocalDate(java.time.LocalDate)

Example 17 with SecurityPerformanceRecord

use of name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord in project portfolio by buchen.

the class StatementOfAssetsViewer method addPerformanceColumns.

private void addPerformanceColumns(List<ReportingPeriod> options) {
    ReportingPeriodLabelProvider labelProvider;
    // $NON-NLS-1$
    Column column = new Column("ttwror", Messages.ColumnTWROR, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getTrueTimeWeightedRateOfReturn);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnTTWROR_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnTWROR_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("irr", Messages.ColumnIRR, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getIrr);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnIRRPerformanceOption, options));
    column.setMenuLabel(Messages.ColumnIRR_MenuLabel);
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    Function<Stream<Object>, Object> sum = elements -> elements.map(e -> (Money) e).collect(MoneyCollectors.sum(client.getBaseCurrency()));
    // $NON-NLS-1$
    column = new Column("capitalgains", Messages.ColumnCapitalGains, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getCapitalGainsOnHoldings, sum, true);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnCapitalGains_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnCapitalGains_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("capitalgains%", Messages.ColumnCapitalGainsPercent, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getCapitalGainsOnHoldingsPercent);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnCapitalGainsPercent_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnCapitalGainsPercent_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("capitalgainsmvavg", Messages.ColumnCapitalGainsMovingAverage, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getCapitalGainsOnHoldingsMovingAverage, sum, true);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnCapitalGainsMovingAverage_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnCapitalGainsMovingAverage_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("capitalgainsmvavg%", Messages.ColumnCapitalGainsMovingAveragePercent, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getCapitalGainsOnHoldingsMovingAveragePercent);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnCapitalGainsMovingAveragePercent_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnCapitalGainsMovingAveragePercent_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("delta", Messages.ColumnAbsolutePerformance_MenuLabel, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getDelta, sum, true);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnAbsolutePerformance_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnAbsolutePerformance_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("delta%", Messages.ColumnAbsolutePerformancePercent_MenuLabel, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getDeltaPercent);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnAbsolutePerformancePercent_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnAbsolutePerformancePercent_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
}
Also used : ReportingPeriodColumnOptions(name.abuchen.portfolio.ui.util.viewers.ReportingPeriodColumnOptions) Adaptable(name.abuchen.portfolio.model.Adaptable) NameColumn(name.abuchen.portfolio.ui.views.columns.NameColumn) Arrays(java.util.Arrays) IPreferenceStore(org.eclipse.jface.preference.IPreferenceStore) Client(name.abuchen.portfolio.model.Client) TableViewer(org.eclipse.jface.viewers.TableViewer) DND(org.eclipse.swt.dnd.DND) SecurityPosition(name.abuchen.portfolio.snapshot.SecurityPosition) SecurityDragListener(name.abuchen.portfolio.ui.dnd.SecurityDragListener) Classification(name.abuchen.portfolio.model.Classification) AttributeComparator(name.abuchen.portfolio.ui.util.AttributeComparator) ESelectionService(org.eclipse.e4.ui.workbench.modeling.ESelectionService) Composite(org.eclipse.swt.widgets.Composite) MoneyCollectors(name.abuchen.portfolio.money.MoneyCollectors) AbstractFinanceView(name.abuchen.portfolio.ui.AbstractFinanceView) Map(java.util.Map) ColumnViewerToolTipSupport(org.eclipse.jface.viewers.ColumnViewerToolTipSupport) ReportingPeriod(name.abuchen.portfolio.snapshot.ReportingPeriod) UIConstants(name.abuchen.portfolio.ui.UIConstants) GroupByTaxonomy(name.abuchen.portfolio.snapshot.GroupByTaxonomy) Separator(org.eclipse.jface.action.Separator) Account(name.abuchen.portfolio.model.Account) ClientFilter(name.abuchen.portfolio.snapshot.filter.ClientFilter) MenuManager(org.eclipse.jface.action.MenuManager) Security(name.abuchen.portfolio.model.Security) Display(org.eclipse.swt.widgets.Display) ColumnLabelProvider(org.eclipse.jface.viewers.ColumnLabelProvider) ExchangeRate(name.abuchen.portfolio.money.ExchangeRate) SecurityPerformanceRecord(name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord) Collectors(java.util.stream.Collectors) ColumnEditingSupport(name.abuchen.portfolio.ui.util.viewers.ColumnEditingSupport) PortfolioSnapshot(name.abuchen.portfolio.snapshot.PortfolioSnapshot) Transfer(org.eclipse.swt.dnd.Transfer) ShowHideColumnHelper(name.abuchen.portfolio.ui.util.viewers.ShowHideColumnHelper) Objects(java.util.Objects) OptionLabelProvider(name.abuchen.portfolio.ui.util.viewers.OptionLabelProvider) List(java.util.List) Stream(java.util.stream.Stream) TaxonomyColumn(name.abuchen.portfolio.ui.views.columns.TaxonomyColumn) CurrencyConverter(name.abuchen.portfolio.money.CurrencyConverter) AttributeColumn(name.abuchen.portfolio.ui.views.columns.AttributeColumn) LocalDate(java.time.LocalDate) SWT(org.eclipse.swt.SWT) PostConstruct(javax.annotation.PostConstruct) Attributable(name.abuchen.portfolio.model.Attributable) SecurityTransfer(name.abuchen.portfolio.ui.dnd.SecurityTransfer) SecuritySelection(name.abuchen.portfolio.ui.selection.SecuritySelection) LabelOnly(name.abuchen.portfolio.ui.util.LabelOnly) IStructuredSelection(org.eclipse.jface.viewers.IStructuredSelection) ClientSnapshot(name.abuchen.portfolio.snapshot.ClientSnapshot) Money(name.abuchen.portfolio.money.Money) Values(name.abuchen.portfolio.money.Values) NoteColumn(name.abuchen.portfolio.ui.views.columns.NoteColumn) InvestmentVehicle(name.abuchen.portfolio.model.InvestmentVehicle) NameColumnLabelProvider(name.abuchen.portfolio.ui.views.columns.NameColumn.NameColumnLabelProvider) Images(name.abuchen.portfolio.ui.Images) Image(org.eclipse.swt.graphics.Image) AssetPosition(name.abuchen.portfolio.snapshot.AssetPosition) HashMap(java.util.HashMap) JFaceResources(org.eclipse.jface.resource.JFaceResources) Function(java.util.function.Function) TableColumnLayout(org.eclipse.jface.layout.TableColumnLayout) ArrayList(java.util.ArrayList) Inject(javax.inject.Inject) IsinColumn(name.abuchen.portfolio.ui.views.columns.IsinColumn) SecurityPerformanceSnapshot(name.abuchen.portfolio.snapshot.security.SecurityPerformanceSnapshot) Annotated(name.abuchen.portfolio.model.Annotated) Messages(name.abuchen.portfolio.ui.Messages) IStructuredContentProvider(org.eclipse.jface.viewers.IStructuredContentProvider) StringEditingSupport(name.abuchen.portfolio.ui.util.viewers.StringEditingSupport) Font(org.eclipse.swt.graphics.Font) MarkDirtyListener(name.abuchen.portfolio.ui.util.viewers.ColumnEditingSupport.MarkDirtyListener) Taxonomy(name.abuchen.portfolio.model.Taxonomy) Portfolio(name.abuchen.portfolio.model.Portfolio) FontDescriptor(org.eclipse.jface.resource.FontDescriptor) Shell(org.eclipse.swt.widgets.Shell) Viewer(org.eclipse.jface.viewers.Viewer) AssetCategory(name.abuchen.portfolio.snapshot.AssetCategory) Column(name.abuchen.portfolio.ui.util.viewers.Column) ColumnViewerSorter(name.abuchen.portfolio.ui.util.viewers.ColumnViewerSorter) Action(org.eclipse.jface.action.Action) Preference(org.eclipse.e4.core.di.extensions.Preference) SharesLabelProvider(name.abuchen.portfolio.ui.util.viewers.SharesLabelProvider) Color(org.eclipse.swt.graphics.Color) IMenuManager(org.eclipse.jface.action.IMenuManager) Named(name.abuchen.portfolio.model.Named) ToolTip(org.eclipse.jface.window.ToolTip) LocalResourceManager(org.eclipse.jface.resource.LocalResourceManager) Menu(org.eclipse.swt.widgets.Menu) Comparator(java.util.Comparator) Control(org.eclipse.swt.widgets.Control) Money(name.abuchen.portfolio.money.Money) ReportingPeriodColumnOptions(name.abuchen.portfolio.ui.util.viewers.ReportingPeriodColumnOptions) NameColumn(name.abuchen.portfolio.ui.views.columns.NameColumn) TaxonomyColumn(name.abuchen.portfolio.ui.views.columns.TaxonomyColumn) AttributeColumn(name.abuchen.portfolio.ui.views.columns.AttributeColumn) NoteColumn(name.abuchen.portfolio.ui.views.columns.NoteColumn) IsinColumn(name.abuchen.portfolio.ui.views.columns.IsinColumn) Column(name.abuchen.portfolio.ui.util.viewers.Column) Stream(java.util.stream.Stream)

Aggregations

SecurityPerformanceRecord (name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord)17 SecurityPerformanceSnapshot (name.abuchen.portfolio.snapshot.security.SecurityPerformanceSnapshot)12 Client (name.abuchen.portfolio.model.Client)11 Security (name.abuchen.portfolio.model.Security)11 ReportingPeriod (name.abuchen.portfolio.snapshot.ReportingPeriod)11 ArrayList (java.util.ArrayList)8 Test (org.junit.Test)8 LocalDate (java.time.LocalDate)7 TestCurrencyConverter (name.abuchen.portfolio.TestCurrencyConverter)7 PortfolioTransaction (name.abuchen.portfolio.model.PortfolioTransaction)7 CurrencyConverter (name.abuchen.portfolio.money.CurrencyConverter)7 Column (name.abuchen.portfolio.ui.util.viewers.Column)7 AttributeColumn (name.abuchen.portfolio.ui.views.columns.AttributeColumn)7 IsinColumn (name.abuchen.portfolio.ui.views.columns.IsinColumn)7 NameColumn (name.abuchen.portfolio.ui.views.columns.NameColumn)7 NoteColumn (name.abuchen.portfolio.ui.views.columns.NoteColumn)7 TaxonomyColumn (name.abuchen.portfolio.ui.views.columns.TaxonomyColumn)7 ColumnLabelProvider (org.eclipse.jface.viewers.ColumnLabelProvider)7 List (java.util.List)6 Portfolio (name.abuchen.portfolio.model.Portfolio)6