public static SecurityPerformanceSnapshot create(
Client client, CurrencyConverter converter, ReportingPeriod period) {
Map<Security, SecurityPerformanceRecord> transactions = initRecords(client);
for (Account account : client.getAccounts())
extractSecurityRelatedAccountTransactions(account, period, transactions);
for (Portfolio portfolio : client.getPortfolios()) {
extractSecurityRelatedPortfolioTransactions(portfolio, period, transactions);
addPseudoValuationTansactions(portfolio, converter, period, transactions);
}
return doCreateSnapshot(client, converter, transactions, period);
}
@Override
public boolean performFinish() {
Object exportItem = exportPage.getExportItem();
Class<?> exportClass = exportPage.getExportClass();
File file = getFile(exportItem);
try {
// account transactions
if (exportItem == AccountTransaction.class) {
new CSVExporter().exportAccountTransactions(file, client.getAccounts());
} else if (exportClass == AccountTransaction.class) {
new CSVExporter().exportAccountTransactions(file, (Account) exportItem);
}
// portfolio transactions
else if (exportItem == PortfolioTransaction.class) {
new CSVExporter().exportPortfolioTransactions(file, client.getPortfolios());
} else if (exportClass == PortfolioTransaction.class) {
new CSVExporter().exportPortfolioTransactions(file, (Portfolio) exportItem);
}
// master data
else if (exportItem == Security.class) {
new CSVExporter()
.exportSecurityMasterData(
new File(file, Messages.ExportWizardSecurityMasterData + ".csv"),
client.getSecurities()); // $NON-NLS-1$
} else if (exportClass == Security.class) {
if (Messages.ExportWizardSecurityMasterData.equals(exportItem))
new CSVExporter().exportSecurityMasterData(file, client.getSecurities());
else if (Messages.ExportWizardMergedSecurityPrices.equals(exportItem))
new CSVExporter().exportMergedSecurityPrices(file, client.getSecurities());
}
// historical quotes
else if (exportItem == SecurityPrice.class) {
new CSVExporter().exportSecurityPrices(file, client.getSecurities());
} else if (exportClass == SecurityPrice.class) {
new CSVExporter().exportSecurityPrices(file, (Security) exportItem);
} else {
throw new UnsupportedOperationException(
MessageFormat.format(Messages.ExportWizardUnsupportedExport, exportClass, exportItem));
}
} catch (IOException e) {
PortfolioPlugin.log(e);
MessageDialog.openError(getShell(), Messages.ExportWizardErrorExporting, e.getMessage());
}
return true;
}
public static ClientSnapshot create(Client client, Date time) {
ClientSnapshot snapshot = new ClientSnapshot(client, time);
for (Account account : client.getAccounts())
snapshot.accounts.add(AccountSnapshot.create(account, time));
for (Portfolio portfolio : client.getPortfolios())
snapshot.portfolios.add(PortfolioSnapshot.create(portfolio, time));
if (snapshot.portfolios.isEmpty())
snapshot.jointPortfolio = PortfolioSnapshot.create(new Portfolio(), time);
else if (snapshot.portfolios.size() == 1) snapshot.jointPortfolio = snapshot.portfolios.get(0);
else snapshot.jointPortfolio = PortfolioSnapshot.merge(snapshot.portfolios);
return snapshot;
}
private static void collectPortfolioTransactions(
Client client, Date start, Date end, List<Transaction> transactions) {
for (Portfolio portfolio : client.getPortfolios()) {
for (PortfolioTransaction t : portfolio.getTransactions()) {
if (t.getDate().getTime() > start.getTime() && t.getDate().getTime() <= end.getTime()) {
switch (t.getType()) {
case TRANSFER_IN:
case TRANSFER_OUT:
case DELIVERY_INBOUND:
case DELIVERY_OUTBOUND:
transactions.add(t);
break;
case BUY:
case SELL:
break;
default:
throw new UnsupportedOperationException();
}
}
}
}
}
