Package name.abuchen.portfolio.model

Examples of name.abuchen.portfolio.model.Portfolio

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                String acnName = accountName.getText();
                if (portName.length() > 0 && acnName.length() > 0)
                {
                    Account account = new Account();
                    account.setName(acnName);
                    Portfolio portfolio = new Portfolio();
                    portfolio.setName(portName);
                    portfolio.setReferenceAccount(account);
                    client.addAccount(account);
                    client.addPortfolio(portfolio);
                    data.add(new Pair(portName, acnName));
                    tViewer.refresh();
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        Action action = new Action()
        {
            @Override
            public void run()
            {
                Portfolio portfolio = new Portfolio();
                portfolio.setName(Messages.LabelNoName);

                if (!getClient().getAccounts().isEmpty())
                {
                    portfolio.setReferenceAccount(getClient().getAccounts().get(0));
                }
                else
                {
                    Account account = new Account();
                    account.setName(Messages.LabelDefaultReferenceAccountName);
                    getClient().addAccount(account);
                    portfolio.setReferenceAccount(account);
                }

                getClient().addPortfolio(portfolio);
                markDirty();
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        column.setLabelProvider(new ColumnLabelProvider()
        {
            @Override
            public String getText(Object e)
            {
                Portfolio p = (Portfolio) e;
                return p.getReferenceAccount() != null ? p.getReferenceAccount().getName() : null;
            }
        });
        ColumnViewerSorter.create(Portfolio.class, "referenceAccount").attachTo(column); //$NON-NLS-1$
        new ListEditingSupport(Portfolio.class, "referenceAccount", getClient().getAccounts()) //$NON-NLS-1$
                        .addListener(this).attachTo(column);
        portfolioColumns.addColumn(column);

        column = new NoteColumn();
        column.getEditingSupport().addListener(this);
        portfolioColumns.addColumn(column);

        portfolioColumns.createColumns();

        portfolios.getTable().setHeaderVisible(true);
        portfolios.getTable().setLinesVisible(true);

        portfolios.setContentProvider(new SimpleListContentProvider());
        setInput();
        ViewerHelper.pack(portfolios);

        portfolios.addSelectionChangedListener(new ISelectionChangedListener()
        {
            public void selectionChanged(SelectionChangedEvent event)
            {
                Portfolio portfolio = (Portfolio) ((IStructuredSelection) event.getSelection()).getFirstElement();

                if (portfolio != null)
                {
                    transactions.setInput(portfolio, portfolio.getTransactions());
                    transactions.refresh();
                    statementOfAssets.setInput(PortfolioSnapshot.create(portfolio, Dates.today()));
                }
                else
                {
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        });
    }

    private void fillPortfolioContextMenu(IMenuManager manager)
    {
        final Portfolio portfolio = (Portfolio) ((IStructuredSelection) portfolios.getSelection()).getFirstElement();
        if (portfolio == null)
            return;

        new SecurityContextMenu(this).menuAboutToShow(manager, null, portfolio);

        manager.add(new Separator());

        manager.add(new Action(portfolio.isRetired() ? Messages.PortfolioMenuActivate
                        : Messages.PortfolioMenuDeactivate)
        {
            @Override
            public void run()
            {
                portfolio.setRetired(!portfolio.isRetired());
                markDirty();
                setInput();
            }

        });
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        }

        @Override
        public void execute()
        {
            Portfolio from = null;
            Portfolio to = null;

            if (transaction.getType() == PortfolioTransaction.Type.TRANSFER_IN)
            {
                from = crossPortfolio;
                to = portfolio;
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                        throws ParseException
        {
            if (!(target instanceof Portfolio))
                throw new IllegalArgumentException();

            Portfolio portfolio = (Portfolio) target;

            Date date = convertDate(Messages.CSVColumn_Date, rawValues, field2column);
            if (date == null)
                throw new ParseException(MessageFormat.format(Messages.CSVImportMissingField, Messages.CSVColumn_Date),
                                0);

            Long amount = convertAmount(Messages.CSVColumn_Value, rawValues, field2column);
            if (amount == null)
                throw new ParseException(
                                MessageFormat.format(Messages.CSVImportMissingField, Messages.CSVColumn_Value), 0);

            Long fees = convertAmount(Messages.CSVColumn_Fees, rawValues, field2column);
            if (fees == null)
                fees = Long.valueOf(0);

            Long taxes = convertAmount(Messages.CSVColumn_Taxes, rawValues, field2column);
            if (taxes == null)
                taxes = Long.valueOf(0);

            String isin = getTextValue(Messages.CSVColumn_ISIN, rawValues, field2column);
            String tickerSymbol = getTextValue(Messages.CSVColumn_TickerSymbol, rawValues, field2column);
            String wkn = getTextValue(Messages.CSVColumn_WKN, rawValues, field2column);

            if (isin == null && tickerSymbol == null && wkn == null)
                throw new ParseException(MessageFormat.format(Messages.CSVImportMissingOneOfManyFields,
                                Messages.CSVColumn_ISIN + ", " + Messages.CSVColumn_TickerSymbol + ", " //$NON-NLS-1$ //$NON-NLS-2$
                                                + Messages.CSVColumn_WKN), 0);

            Long shares = convertShares(Messages.CSVColumn_Shares, rawValues, field2column);
            if (shares == null)
                throw new ParseException(
                                MessageFormat.format(Messages.CSVImportMissingField, Messages.CSVColumn_Shares), 0);

            PortfolioTransaction.Type type = convertEnum(Messages.CSVColumn_Type, PortfolioTransaction.Type.class,
                            rawValues, field2column);

            PortfolioTransaction transaction = new PortfolioTransaction();
            transaction.setDate(date);
            transaction.setAmount(Math.abs(amount));
            transaction.setSecurity(lookupSecurity(client, isin, tickerSymbol, wkn, true));
            transaction.setShares(Math.abs(shares));
            transaction.setFees(Math.abs(fees));
            transaction.setTaxes(Math.abs(taxes));

            if (type != null)
                transaction.setType(type);
            else
                transaction.setType(amount < 0 ? PortfolioTransaction.Type.BUY : PortfolioTransaction.Type.SELL);

            portfolio.addTransaction(transaction);
        }
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        item.configure(series);
    }

    private void addPortfolio(DataSeries item, List<Exception> warnings)
    {
        Portfolio portfolio = (Portfolio) item.getInstance();
        PerformanceIndex portfolioIndex = (PerformanceIndex) dataCache.get(portfolio);
        if (portfolioIndex == null)
        {
            portfolioIndex = PerformanceIndex.forPortfolio(getClient(), portfolio, getReportingPeriod(), warnings);
            dataCache.put(portfolio, portfolioIndex);
        }

        ILineSeries series = chart.addDateSeries(portfolioIndex.getDates(), //
                        toDouble(portfolioIndex.getTotals(), Values.Amount.divider()), //
                        portfolio.getName());
        item.configure(series);
    }
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Related Classes of name.abuchen.portfolio.model.Portfolio

  • name.abuchen.portfolio.checks.impl.CrossEntryCheckTest
  • name.abuchen.portfolio.checks.impl.MissingPortfolioTransferIssue$CreateTransferFix
  • name.abuchen.portfolio.datatransfer.CSVImportDefinition$PortfolioTransactionDef
  • name.abuchen.portfolio.datatransfer.CSVImportDefinitionTest
  • name.abuchen.portfolio.PortfolioBuilder
  • name.abuchen.portfolio.snapshot.ClassificationIndex
  • name.abuchen.portfolio.snapshot.ClientPerformanceSnapshotTest
  • name.abuchen.portfolio.snapshot.ClientSnapshot
  • name.abuchen.portfolio.snapshot.GroupByTaxonomyTest
  • name.abuchen.portfolio.snapshot.PortfolioIndex
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