Пример #1
0
 private static void collectAccountTransactions(
     Client client, Date start, Date end, List<Transaction> transactions) {
   for (Account account : client.getAccounts()) {
     for (AccountTransaction t : account.getTransactions()) {
       if (t.getDate().getTime() > start.getTime() && t.getDate().getTime() <= end.getTime()) {
         switch (t.getType()) {
           case DEPOSIT:
           case REMOVAL:
           case TRANSFER_IN:
           case TRANSFER_OUT:
             transactions.add(t);
             break;
           case BUY:
           case SELL:
           case FEES:
           case TAXES:
           case DIVIDENDS:
           case INTEREST:
           case TAX_REFUND:
             break;
           default:
             throw new UnsupportedOperationException();
         }
       }
     }
   }
 }
  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);
  }
Пример #3
0
  @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;
  }
Пример #4
0
  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;
  }
Пример #5
0
  @Override
  public void createControl(Composite parent) {
    Composite container = new Composite(parent, SWT.NULL);
    setControl(container);
    GridLayoutFactory.fillDefaults().numColumns(3).applyTo(container);

    Label lblAcc = new Label(container, SWT.NULL);
    lblAcc.setText(Messages.ColumnAccount);
    GridDataFactory.fillDefaults().align(SWT.FILL, SWT.CENTER).applyTo(lblAcc);

    final Text accountName = new Text(container, SWT.BORDER | SWT.SINGLE);
    GridDataFactory.fillDefaults()
        .grab(true, false)
        .align(SWT.FILL, SWT.CENTER)
        .applyTo(accountName);

    Button button = new Button(container, SWT.PUSH);
    button.setText(Messages.NewFileWizardButtonAdd);
    GridDataFactory.fillDefaults().applyTo(button);

    Composite tableContainer = new Composite(container, SWT.NONE);
    GridDataFactory.fillDefaults().span(3, 1).grab(true, true).applyTo(tableContainer);
    TableColumnLayout layout = new TableColumnLayout();
    tableContainer.setLayout(layout);

    tViewer = new TableViewer(tableContainer);

    button.addSelectionListener(
        new SelectionAdapter() {
          @Override
          public void widgetSelected(SelectionEvent e) {
            String acnName = accountName.getText();
            if (acnName.length() > 0) {
              Account currentAccount = new Account();
              currentAccount.setName(acnName);
              client.addAccount(currentAccount);
              tViewer.refresh();

              accountName.setText(""); // $NON-NLS-1$
              accountName.setFocus();
            }
          }
        });

    Table table = tViewer.getTable();
    table.setHeaderVisible(true);
    table.setEnabled(false);

    tViewer.setContentProvider(ArrayContentProvider.getInstance());
    tViewer.setInput(client.getAccounts());
    TableViewerColumn aCol = new TableViewerColumn(tViewer, SWT.NONE);
    layout.setColumnData(aCol.getColumn(), new ColumnWeightData(50));
    aCol.getColumn().setText(Messages.ColumnAccount);
    aCol.setLabelProvider(
        new ColumnLabelProvider() {
          @Override
          public String getText(Object element) {
            return ((Account) element).getName();
          }

          @Override
          public Image getImage(Object element) {
            return PortfolioPlugin.image(PortfolioPlugin.IMG_ACCOUNT);
          }
        });
    container.pack();
    setPageComplete(true);
  }