Package name.abuchen.portfolio.model.Classification

Examples of name.abuchen.portfolio.model.Classification.Assignment

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        }
        else if (change > 0)
        {
            // create a new node, but only if change is positive

            Assignment assignment = new Assignment(investmentVehicle);
            assignment.setWeight(change);
            getModel().getUnassignedNode().addChild(assignment);
            getModel().setWeightByInvestmentVehicle(investmentVehicle, totalWeight + change);
        }

        // do not fire model change -> called within modification listener
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    private void addUnassigned(Client client)
    {
        for (Security security : client.getSecurities())
        {
            Assignment assignment = new Assignment(security);
            assignment.setWeight(0);
            investmentVehicle2weight.put(security, assignment);
        }

        for (Account account : client.getAccounts())
        {
            Assignment assignment = new Assignment(account);
            assignment.setWeight(0);
            investmentVehicle2weight.put(account, assignment);
        }

        visitAll(new NodeVisitor()
        {
            @Override
            public void visit(TaxonomyNode node)
            {
                if (!(node instanceof AssignmentNode))
                    return;

                Assignment assignment = node.getAssignment();
                Assignment count = investmentVehicle2weight.get(assignment.getInvestmentVehicle());
                count.setWeight(count.getWeight() + assignment.getWeight());
            }
        });

        List<Assignment> unassigned = new ArrayList<Assignment>();
        for (Assignment assignment : investmentVehicle2weight.values())
        {
            if (assignment.getWeight() >= Classification.ONE_HUNDRED_PERCENT)
                continue;

            Assignment a = new Assignment(assignment.getInvestmentVehicle());
            a.setWeight(Classification.ONE_HUNDRED_PERCENT - assignment.getWeight());
            unassigned.add(a);

            assignment.setWeight(Classification.ONE_HUNDRED_PERCENT);
        }
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            actual += child.getActual();
        }

        if (node.isAssignment())
        {
            Assignment assignment = node.getAssignment();
            if (assignment.getInvestmentVehicle() instanceof Security)
            {
                PortfolioSnapshot portfolio = snapshot.getJointPortfolio();
                SecurityPosition p = portfolio.getPositionsBySecurity().get(assignment.getInvestmentVehicle());
                if (p != null)
                    actual += Math.round(p.calculateValue() * assignment.getWeight()
                                    / (double) Classification.ONE_HUNDRED_PERCENT);
            }
            else if (assignment.getInvestmentVehicle() instanceof Account)
            {
                for (AccountSnapshot s : snapshot.getAccounts())
                {
                    if (s.getAccount().equals(assignment.getInvestmentVehicle()))
                    {
                        actual += Math.round(s.getFunds() * assignment.getWeight()
                                        / (double) Classification.ONE_HUNDRED_PERCENT);
                        break;
                    }
                }
            }
            else
            {
                throw new UnsupportedOperationException(
                                "unknown element: " + assignment.getInvestmentVehicle().getClass().getName()); //$NON-NLS-1$
            }
        }

        node.setActual(actual);
    }
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    }

    public AccountBuilder assign(Taxonomy taxonomy, String id, int weight)
    {
        Classification classification = taxonomy.getClassificationById(id);
        classification.addAssignment(new Assignment(account, weight));
        return this;
    }
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    public static PerformanceIndex forAccount(Client client, Account account, ReportingPeriod reportInterval,
                    List<Exception> warnings)
    {
        Classification classification = new Classification(null, null);
        classification.addAssignment(new Assignment(account));
        return forClassification(client, classification, reportInterval, warnings);
    }
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    public static PerformanceIndex forInvestment(Client client, Security security, ReportingPeriod reportInterval,
                    List<Exception> warnings)
    {
        Classification classification = new Classification(null, null);
        classification.addAssignment(new Assignment(security));
        return forClassification(client, classification, reportInterval, warnings);
    }
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    }

    public SecurityBuilder assign(Taxonomy taxonomy, String id, int weight)
    {
        Classification classification = taxonomy.getClassificationById(id);
        classification.addAssignment(new Assignment(security, weight));
        return this;
    }
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        @Override
        public void dragSetData(DragSourceEvent event)
        {
            TaxonomyNode selection = (TaxonomyNode) ((TreeSelection) treeViewer.getSelection()).getFirstElement();
            TaxonomyNodeTransfer.getTransfer().setTaxonomyNode(selection);
            Assignment assignment = selection.getAssignment();
            if (assignment != null && assignment.getInvestmentVehicle() instanceof Security)
                SecurityTransfer.getTransfer().setSecurity((Security) assignment.getInvestmentVehicle());
            else
                SecurityTransfer.getTransfer().setSecurity(null);

            event.data = selection;
        }
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                }
            });

            for (ClassificationLink link : classification2link.values())
            {
                Assignment assignment = new Assignment(security);
                assignment.setWeight(link.getWeight());
                assignment.setRank(Integer.MAX_VALUE);
                link.getClassification().addAssignment(assignment);
            }
        }
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        int rank = 1;

        Classification cash = taxonomy.getClassificationById("CASH"); //$NON-NLS-1$
        for (Account account : client.getAccounts())
        {
            Assignment assignment = new Assignment(account);
            assignment.setRank(rank++);
            cash.addAssignment(assignment);
        }

        for (Security security : client.getSecurities())
        {
            Classification classification = taxonomy.getClassificationById(security.getType());

            if (classification != null)
            {
                Assignment assignment = new Assignment(security);
                assignment.setRank(rank++);
                classification.addAssignment(assignment);
            }
        }

        client.addTaxonomy(taxonomy);
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Related Classes of name.abuchen.portfolio.model.Classification.Assignment

  • name.abuchen.portfolio.AccountBuilder
  • name.abuchen.portfolio.model.ClientFactory
  • name.abuchen.portfolio.SecurityBuilder
  • name.abuchen.portfolio.snapshot.PerformanceIndex
  • name.abuchen.portfolio.ui.views.taxonomy.AbstractNodeTreeViewer
  • name.abuchen.portfolio.ui.views.taxonomy.AbstractNodeTreeViewer$NodeDragListener
  • name.abuchen.portfolio.ui.views.taxonomy.TaxonomyModel
  • name.abuchen.portfolio.ui.wizards.security.EditSecurityModel$TaxonomyDesignation
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