package name.abuchen.portfolio.ui.views;
import java.time.LocalDate;
import java.util.ArrayList;
import java.util.HashSet;
import java.util.Iterator;
import java.util.List;
import java.util.Set;
import java.util.function.Predicate;
import java.util.stream.Collectors;
import javax.inject.Inject;
import org.eclipse.jface.action.Action;
import org.eclipse.jface.action.ActionContributionItem;
import org.eclipse.jface.action.IMenuManager;
import org.eclipse.jface.action.Separator;
import org.eclipse.jface.layout.GridLayoutFactory;
import org.eclipse.jface.layout.TableColumnLayout;
import org.eclipse.jface.preference.IPreferenceStore;
import org.eclipse.jface.viewers.ArrayContentProvider;
import org.eclipse.jface.viewers.ColumnLabelProvider;
import org.eclipse.jface.viewers.ColumnViewerToolTipSupport;
import org.eclipse.jface.viewers.ISelectionChangedListener;
import org.eclipse.jface.viewers.IStructuredSelection;
import org.eclipse.jface.viewers.SelectionChangedEvent;
import org.eclipse.jface.viewers.StructuredSelection;
import org.eclipse.jface.viewers.TableViewer;
import org.eclipse.jface.viewers.Viewer;
import org.eclipse.jface.viewers.ViewerFilter;
import org.eclipse.jface.window.ToolTip;
import org.eclipse.swt.SWT;
import org.eclipse.swt.custom.CTabFolder;
import org.eclipse.swt.custom.CTabItem;
import org.eclipse.swt.custom.SashForm;
import org.eclipse.swt.dnd.DND;
import org.eclipse.swt.dnd.Transfer;
import org.eclipse.swt.graphics.Image;
import org.eclipse.swt.widgets.Composite;
import org.eclipse.swt.widgets.ToolBar;
import com.ibm.icu.text.MessageFormat;
import name.abuchen.portfolio.model.AccountTransaction;
import name.abuchen.portfolio.model.Client;
import name.abuchen.portfolio.model.PortfolioTransaction;
import name.abuchen.portfolio.model.Security;
import name.abuchen.portfolio.model.Taxonomy;
import name.abuchen.portfolio.model.Transaction;
import name.abuchen.portfolio.money.CurrencyConverter;
import name.abuchen.portfolio.money.CurrencyConverterImpl;
import name.abuchen.portfolio.money.ExchangeRateProviderFactory;
import name.abuchen.portfolio.money.Values;
import name.abuchen.portfolio.snapshot.ReportingPeriod;
import name.abuchen.portfolio.snapshot.filter.ClientFilter;
import name.abuchen.portfolio.snapshot.security.DividendFinalTransaction;
import name.abuchen.portfolio.snapshot.security.DividendInitialTransaction;
import name.abuchen.portfolio.snapshot.security.DividendTransaction;
import name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord;
import name.abuchen.portfolio.snapshot.security.SecurityPerformanceSnapshot;
import name.abuchen.portfolio.ui.Images;
import name.abuchen.portfolio.ui.Messages;
import name.abuchen.portfolio.ui.dnd.SecurityDragListener;
import name.abuchen.portfolio.ui.dnd.SecurityTransfer;
import name.abuchen.portfolio.ui.util.AbstractDropDown;
import name.abuchen.portfolio.ui.util.ClientFilterMenu;
import name.abuchen.portfolio.ui.util.LabelOnly;
import name.abuchen.portfolio.ui.util.ReportingPeriodDropDown;
import name.abuchen.portfolio.ui.util.ReportingPeriodDropDown.ReportingPeriodListener;
import name.abuchen.portfolio.ui.util.SWTHelper;
import name.abuchen.portfolio.ui.util.TableViewerCSVExporter;
import name.abuchen.portfolio.ui.util.viewers.Column;
import name.abuchen.portfolio.ui.util.viewers.ColumnEditingSupport;
import name.abuchen.portfolio.ui.util.viewers.ColumnEditingSupport.MarkDirtyListener;
import name.abuchen.portfolio.ui.util.viewers.ColumnViewerSorter;
import name.abuchen.portfolio.ui.util.viewers.MoneyColorLabelProvider;
import name.abuchen.portfolio.ui.util.viewers.NumberColorLabelProvider;
import name.abuchen.portfolio.ui.util.viewers.SharesLabelProvider;
import name.abuchen.portfolio.ui.util.viewers.ShowHideColumnHelper;
import name.abuchen.portfolio.ui.views.columns.AttributeColumn;
import name.abuchen.portfolio.ui.views.columns.IsinColumn;
import name.abuchen.portfolio.ui.views.columns.NameColumn;
import name.abuchen.portfolio.ui.views.columns.NoteColumn;
import name.abuchen.portfolio.ui.views.columns.TaxonomyColumn;
public class SecuritiesPerformanceView extends AbstractListView implements ReportingPeriodListener
{
private class FilterDropDown extends AbstractDropDown
{
private Predicate<SecurityPerformanceRecord> sharesGreaterZero = record -> record.getSharesHeld() > 0;
private Predicate<SecurityPerformanceRecord> sharesEqualZero = record -> record.getSharesHeld() == 0;
private ClientFilterMenu clientFilterMenu;
public FilterDropDown(ToolBar toolBar, IPreferenceStore preferenceStore)
{
super(toolBar, Messages.SecurityFilter, Images.FILTER_OFF.image(), SWT.NONE);
if (preferenceStore.getBoolean(SecuritiesPerformanceView.class.getSimpleName() + "-sharesGreaterZero")) //$NON-NLS-1$
recordFilter.add(sharesGreaterZero);
if (preferenceStore.getBoolean(SecuritiesPerformanceView.class.getSimpleName() + "-sharesEqualZero")) //$NON-NLS-1$
recordFilter.add(sharesEqualZero);
clientFilterMenu = new ClientFilterMenu(getClient(), preferenceStore, f -> {
getToolItem().setImage(recordFilter.isEmpty() && !clientFilterMenu.hasActiveFilter()
? Images.FILTER_OFF.image() : Images.FILTER_ON.image());
clientFilter = f;
notifyModelUpdated();
});
clientFilter = clientFilterMenu.getSelectedFilter();
if (!recordFilter.isEmpty() || clientFilterMenu.hasActiveFilter())
getToolItem().setImage(Images.FILTER_ON.image());
toolBar.addDisposeListener(e -> {
preferenceStore.setValue(SecuritiesPerformanceView.class.getSimpleName() + "-sharesGreaterZero", //$NON-NLS-1$
recordFilter.contains(sharesGreaterZero));
preferenceStore.setValue(SecuritiesPerformanceView.class.getSimpleName() + "-sharesEqualZero", //$NON-NLS-1$
recordFilter.contains(sharesEqualZero));
});
}
@Override
public void menuAboutToShow(IMenuManager manager)
{
manager.add(createAction(Messages.SecurityFilterSharesHeldGreaterZero, sharesGreaterZero));
manager.add(createAction(Messages.SecurityFilterSharesHeldEqualZero, sharesEqualZero));
manager.add(new Separator());
manager.add(new LabelOnly(Messages.MenuChooseClientFilter));
clientFilterMenu.menuAboutToShow(manager);
}
private Action createAction(String label, Predicate<SecurityPerformanceRecord> predicate)
{
Action action = new Action(label, Action.AS_CHECK_BOX)
{
@Override
public void run()
{
boolean isChecked = recordFilter.contains(predicate);
if (isChecked)
recordFilter.remove(predicate);
else
recordFilter.add(predicate);
setChecked(!isChecked);
getToolItem().setImage(recordFilter.isEmpty() && !clientFilterMenu.hasActiveFilter()
? Images.FILTER_OFF.image() : Images.FILTER_ON.image());
records.refresh();
}
};
action.setChecked(recordFilter.contains(predicate));
return action;
}
}
@Inject
private ExchangeRateProviderFactory factory;
private ShowHideColumnHelper recordColumns;
private TableViewer records;
private TableViewer transactions;
private ReportingPeriodDropDown dropDown;
private ClientFilter clientFilter;
private List<Predicate<SecurityPerformanceRecord>> recordFilter = new ArrayList<>();
private SecuritiesChart chart;
private SecurityDetailsViewer latest;
@Override
protected String getDefaultTitle()
{
return recordColumns == null ? Messages.LabelSecurityPerformance
: Messages.LabelSecurityPerformance + " (" + recordColumns.getConfigurationName() + ")"; //$NON-NLS-1$ //$NON-NLS-2$
}
@Override
protected void addButtons(ToolBar toolBar)
{
dropDown = new ReportingPeriodDropDown(toolBar, getPart(), this);
new FilterDropDown(toolBar, getPreferenceStore()); // NOSONAR
addExportButton(toolBar);
addSaveButton(toolBar);
addConfigButton(toolBar);
}
private void addExportButton(ToolBar toolBar)
{
Action export = new Action()
{
@Override
public void run()
{
new TableViewerCSVExporter(records).export(getTitle() + ".csv"); //$NON-NLS-1$
}
};
export.setImageDescriptor(Images.EXPORT.descriptor());
export.setToolTipText(Messages.MenuExportData);
new ActionContributionItem(export).fill(toolBar, -1);
}
private void addSaveButton(ToolBar toolBar)
{
Action save = new Action()
{
@Override
public void run()
{
recordColumns.showSaveMenu(getActiveShell());
}
};
save.setImageDescriptor(Images.SAVE.descriptor());
save.setToolTipText(Messages.MenuConfigureChart);
new ActionContributionItem(save).fill(toolBar, -1);
}
private void addConfigButton(ToolBar toolBar)
{
Action config = new Action()
{
@Override
public void run()
{
recordColumns.showHideShowColumnsMenu(getActiveShell());
}
};
config.setImageDescriptor(Images.CONFIG.descriptor());
config.setToolTipText(Messages.MenuShowHideColumns);
new ActionContributionItem(config).fill(toolBar, -1);
}
@Override
protected void createTopTable(Composite parent)
{
Composite container = new Composite(parent, SWT.NONE);
TableColumnLayout layout = new TableColumnLayout();
container.setLayout(layout);
records = new TableViewer(container, SWT.FULL_SELECTION);
recordColumns = new ShowHideColumnHelper(SecuritiesPerformanceView.class.getName(), getClient(),
getPreferenceStore(), records, layout);
updateTitle(getDefaultTitle());
recordColumns.addListener(() -> updateTitle(getDefaultTitle()));
ColumnViewerToolTipSupport.enableFor(records, ToolTip.NO_RECREATE);
ColumnEditingSupport.prepare(records);
createCommonColumns();
createDividendColumns();
addPerformanceColumns();
createRiskColumns();
createAdditionalColumns();
recordColumns.createColumns();
records.getTable().setHeaderVisible(true);
records.getTable().setLinesVisible(true);
records.setContentProvider(ArrayContentProvider.getInstance());
records.addDragSupport(DND.DROP_MOVE, //
new Transfer[] { SecurityTransfer.getTransfer() }, //
new SecurityDragListener(records));
hookContextMenu(records.getTable(), this::fillContextMenu);
records.addSelectionChangedListener(new ISelectionChangedListener() // NOSONAR
{
@Override
public void selectionChanged(SelectionChangedEvent event)
{
SecurityPerformanceRecord record = (SecurityPerformanceRecord) ((IStructuredSelection) event
.getSelection()).getFirstElement();
Security security = null;
List<Transaction> transactionList = null;
if (record != null)
{
transactionList = record.getTransactions();
security = record.getSecurity();
}
transactions.setInput(transactionList);
transactions.refresh();
chart.updateChart(security);
latest.setInput(security);
}
});
records.addFilter(new ViewerFilter()
{
@Override
public boolean select(Viewer viewer, Object parentElement, Object element)
{
if (recordFilter.isEmpty())
return true;
for (Predicate<SecurityPerformanceRecord> predicate : recordFilter)
{
if (!predicate.test((SecurityPerformanceRecord) element))
return false;
}
return true;
}
});
reportingPeriodUpdated();
}
private void createCommonColumns()
{
// shares held
Column column = new Column("shares", Messages.ColumnSharesOwned, SWT.RIGHT, 80); //$NON-NLS-1$
column.setLabelProvider(new SharesLabelProvider() // NOSONAR
{
@Override
public Long getValue(Object e)
{
return ((SecurityPerformanceRecord) e).getSharesHeld();
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "sharesHeld")); //$NON-NLS-1$
recordColumns.addColumn(column);
// security name
column = new NameColumn();
recordColumns.addColumn(column);
// cost value - fifo
column = new Column("pv", Messages.ColumnPurchaseValue, SWT.RIGHT, 75); //$NON-NLS-1$
column.setDescription(Messages.ColumnPurchaseValue_Description);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object r)
{
return Values.Money.format(((SecurityPerformanceRecord) r).getFifoCost(),
getClient().getBaseCurrency());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "fifoCost")); //$NON-NLS-1$
recordColumns.addColumn(column);
// cost value per share - fifo
column = new Column("pp", Messages.ColumnPurchasePrice, SWT.RIGHT, 75); //$NON-NLS-1$
column.setDescription(Messages.ColumnPurchasePrice_Description);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object r)
{
return Values.Quote.format(((SecurityPerformanceRecord) r).getFifoCostPerSharesHeld(),
getClient().getBaseCurrency());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "fifoCostPerSharesHeld")); //$NON-NLS-1$
recordColumns.addColumn(column);
// latest / current quote
column = new Column("quote", Messages.ColumnQuote, SWT.RIGHT, 75); //$NON-NLS-1$
column.setDescription(Messages.ColumnQuote_DescriptionEndOfReportingPeriod);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object element)
{
SecurityPerformanceRecord record = (SecurityPerformanceRecord) element;
return Values.Quote.format(record.getQuote(), getClient().getBaseCurrency());
}
@Override
public String getToolTipText(Object element)
{
SecurityPerformanceRecord record = (SecurityPerformanceRecord) element;
return MessageFormat.format(Messages.TooltipQuoteAtDate, getText(element),
Values.Date.format(record.getLatestSecurityPrice().getTime()));
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "fifoCostPerSharesHeld")); //$NON-NLS-1$
recordColumns.addColumn(column);
// market value
column = new Column("mv", Messages.ColumnMarketValue, SWT.RIGHT, 75); //$NON-NLS-1$
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object r)
{
return Values.Money.format(((SecurityPerformanceRecord) r).getMarketValue(),
getClient().getBaseCurrency());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "marketValue")); //$NON-NLS-1$
recordColumns.addColumn(column);
// fees paid
column = new Column("fees", Messages.ColumnFees, SWT.RIGHT, 80); //$NON-NLS-1$
column.setDescription(Messages.ColumnFees_Description);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object r)
{
return Values.Money.format(((SecurityPerformanceRecord) r).getFees(), getClient().getBaseCurrency());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "fees")); //$NON-NLS-1$
column.setVisible(false);
recordColumns.addColumn(column);
// taxes paid
column = new Column("taxes", Messages.ColumnTaxes, SWT.RIGHT, 80); //$NON-NLS-1$
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object r)
{
return Values.Money.format(((SecurityPerformanceRecord) r).getTaxes(), getClient().getBaseCurrency());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "taxes")); //$NON-NLS-1$
column.setVisible(false);
recordColumns.addColumn(column);
// isin
column = new IsinColumn();
column.getEditingSupport().addListener(new MarkDirtyListener(this));
column.setVisible(false);
recordColumns.addColumn(column);
// note
column = new NoteColumn();
column.getEditingSupport().addListener(new MarkDirtyListener(this));
column.setVisible(false);
recordColumns.addColumn(column);
}
private void addPerformanceColumns()
{
Column column = new Column("twror", Messages.ColumnTWROR, SWT.RIGHT, 80); //$NON-NLS-1$
column.setGroupLabel(Messages.GroupLabelPerformance);
column.setMenuLabel(Messages.ColumnTWROR_Description);
column.setLabelProvider(new NumberColorLabelProvider<>(Values.Percent2,
r -> ((SecurityPerformanceRecord) r).getTrueTimeWeightedRateOfReturn()));
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "trueTimeWeightedRateOfReturn")); //$NON-NLS-1$
recordColumns.addColumn(column);
// internal rate of return
column = new Column("izf", Messages.ColumnIRR, SWT.RIGHT, 80); //$NON-NLS-1$
column.setGroupLabel(Messages.GroupLabelPerformance);
column.setMenuLabel(Messages.ColumnIRR_MenuLabel);
column.setLabelProvider(
new NumberColorLabelProvider<>(Values.Percent2, r -> ((SecurityPerformanceRecord) r).getIrr()));
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "irr")); //$NON-NLS-1$
recordColumns.addColumn(column);
column = new Column("capitalgains", Messages.ColumnCapitalGains, SWT.RIGHT, 80); //$NON-NLS-1$
column.setGroupLabel(Messages.GroupLabelPerformance);
column.setDescription(Messages.ColumnCapitalGains_Description);
column.setLabelProvider(new MoneyColorLabelProvider(
element -> ((SecurityPerformanceRecord) element).getCapitalGainsOnHoldings(),
getClient().getBaseCurrency()));
column.setVisible(false);
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "capitalGainsOnHoldings")); //$NON-NLS-1$
recordColumns.addColumn(column);
column = new Column("capitalgains%", Messages.ColumnCapitalGainsPercent, SWT.RIGHT, 80); //$NON-NLS-1$
column.setGroupLabel(Messages.GroupLabelPerformance);
column.setDescription(Messages.ColumnCapitalGainsPercent_Description);
column.setLabelProvider(new NumberColorLabelProvider<>(Values.Percent2,
r -> ((SecurityPerformanceRecord) r).getCapitalGainsOnHoldingsPercent()));
column.setVisible(false);
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "capitalGainsOnHoldingsPercent")); //$NON-NLS-1$
recordColumns.addColumn(column);
// delta
column = new Column("delta", Messages.ColumnAbsolutePerformance, SWT.RIGHT, 80); //$NON-NLS-1$
column.setDescription(Messages.ColumnAbsolutePerformance_Description);
column.setMenuLabel(Messages.ColumnAbsolutePerformance_MenuLabel);
column.setGroupLabel(Messages.GroupLabelPerformance);
column.setLabelProvider(new MoneyColorLabelProvider(element -> ((SecurityPerformanceRecord) element).getDelta(),
getClient().getBaseCurrency()));
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "delta")); //$NON-NLS-1$
recordColumns.addColumn(column);
// delta percent
column = new Column("delta%", Messages.ColumnAbsolutePerformancePercent, SWT.RIGHT, 80); //$NON-NLS-1$
column.setDescription(Messages.ColumnAbsolutePerformancePercent_Description);
column.setMenuLabel(Messages.ColumnAbsolutePerformancePercent_MenuLabel);
column.setGroupLabel(Messages.GroupLabelPerformance);
column.setLabelProvider(new NumberColorLabelProvider<>(Values.Percent2,
r -> ((SecurityPerformanceRecord) r).getDeltaPercent()));
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "deltaPercent")); //$NON-NLS-1$
column.setVisible(false);
recordColumns.addColumn(column);
}
private void createDividendColumns()
{
// Gesamtsumme der erhaltenen Dividenden
Column column = new Column("sumdiv", Messages.ColumnDividendSum, SWT.RIGHT, 80); //$NON-NLS-1$
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());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "sumOfDividends")); //$NON-NLS-1$
recordColumns.addColumn(column);
// Rendite insgesamt
column = new Column("d%", Messages.ColumnDividendTotalRateOfReturn, SWT.RIGHT, 80); //$NON-NLS-1$
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());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "totalRateOfReturnDiv")); //$NON-NLS-1$
recordColumns.addColumn(column);
// Anzahl der Dividendenereignisse
column = new Column("dcount", Messages.ColumnDividendPaymentCount, SWT.RIGHT, 25); //$NON-NLS-1$
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());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "dividendEventCount")); //$NON-NLS-1$
recordColumns.addColumn(column);
// Datum der letzten Dividendenzahlung
column = new Column("dlast", Messages.ColumnLastDividendPayment, SWT.None, 75); //$NON-NLS-1$
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;
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "lastDividendPayment")); //$NON-NLS-1$
recordColumns.addColumn(column);
// Periodizität der Dividendenzahlungen
column = new Column("dperiod", Messages.ColumnDividendPeriodicity, SWT.None, 100); //$NON-NLS-1$
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();
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "periodicitySort")); //$NON-NLS-1$
recordColumns.addColumn(column);
}
private void createRiskColumns()
{
Column column = new Column("mdd", Messages.ColumnMaxDrawdown, SWT.RIGHT, 60); //$NON-NLS-1$
column.setMenuLabel(Messages.LabelMaxDrawdown);
column.setGroupLabel(Messages.LabelRiskIndicators);
column.setVisible(false);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object r)
{
return Values.Percent2.formatNonZero(((SecurityPerformanceRecord) r).getMaxDrawdown());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "maxDrawdown")); //$NON-NLS-1$
recordColumns.addColumn(column);
column = new Column("mddduration", Messages.ColumnMaxDrawdownDuration, SWT.RIGHT, 60); //$NON-NLS-1$
column.setMenuLabel(Messages.LabelMaxDrawdownDuration);
column.setGroupLabel(Messages.LabelRiskIndicators);
column.setVisible(false);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object r)
{
return String.valueOf(((SecurityPerformanceRecord) r).getMaxDrawdownDuration());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "maxDrawdownDuration")); //$NON-NLS-1$
recordColumns.addColumn(column);
column = new Column("vola", Messages.LabelVolatility, SWT.RIGHT, 80); //$NON-NLS-1$
column.setGroupLabel(Messages.LabelRiskIndicators);
column.setVisible(false);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object r)
{
return Values.Percent2.format(((SecurityPerformanceRecord) r).getVolatility());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "volatility")); //$NON-NLS-1$
recordColumns.addColumn(column);
column = new Column("semivola", Messages.LabelSemiVolatility, SWT.RIGHT, 80); //$NON-NLS-1$
column.setGroupLabel(Messages.LabelRiskIndicators);
column.setVisible(false);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object r)
{
return Values.Percent2.format(((SecurityPerformanceRecord) r).getSemiVolatility());
}
});
column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "semiVolatility")); //$NON-NLS-1$
recordColumns.addColumn(column);
}
private void createAdditionalColumns()
{
for (Taxonomy taxonomy : getClient().getTaxonomies())
{
Column column = new TaxonomyColumn(taxonomy);
column.setVisible(false);
recordColumns.addColumn(column);
}
getClient().getSettings() //
.getAttributeTypes() //
.filter(a -> a.supports(Security.class)) //
.forEach(attribute -> {
Column column = new AttributeColumn(attribute);
column.setVisible(false);
column.setEditingSupport(null);
recordColumns.addColumn(column);
});
}
@Override
protected void createBottomTable(Composite parent) // NOSONAR
{
SashForm sash = new SashForm(parent, SWT.HORIZONTAL);
// folder
CTabFolder folder = new CTabFolder(sash, SWT.BORDER);
CTabItem item = new CTabItem(folder, SWT.NONE);
item.setText(Messages.SecurityTabChart);
Composite chartComposite = new Composite(folder, SWT.NONE);
GridLayoutFactory.fillDefaults().numColumns(2).spacing(0, 0).applyTo(chartComposite);
item.setControl(chartComposite);
chart = new SecuritiesChart(chartComposite, getClient(),
new CurrencyConverterImpl(factory, getClient().getBaseCurrency()));
latest = new SecurityDetailsViewer(sash, SWT.BORDER, getClient());
SWTHelper.setSashWeights(sash, parent.getParent().getParent(), latest.getControl());
item = new CTabItem(folder, SWT.NONE);
item.setText(Messages.SecurityTabTransactions);
Composite container = new Composite(folder, SWT.NONE);
item.setControl(container);
TableColumnLayout layout = new TableColumnLayout();
container.setLayout(layout);
folder.setSelection(0);
transactions = new TableViewer(container, SWT.FULL_SELECTION);
ShowHideColumnHelper support = new ShowHideColumnHelper(
SecuritiesPerformanceView.class.getSimpleName() + "@bottom4", getPreferenceStore(), //$NON-NLS-1$
transactions, layout);
// date
Column column = new Column(Messages.ColumnDate, SWT.None, 80);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object e)
{
Transaction t = (Transaction) e;
return Values.Date.format(t.getDate());
}
});
column.setSorter(ColumnViewerSorter.create(Transaction.class, "date"), SWT.DOWN); //$NON-NLS-1$
support.addColumn(column);
// transaction type
column = new Column(Messages.ColumnTransactionType, SWT.None, 80);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object t)
{
if (t instanceof PortfolioTransaction)
return ((PortfolioTransaction) t).getType().toString();
else if (t instanceof AccountTransaction)
return ((AccountTransaction) t).getType().toString();
else if (t instanceof DividendTransaction)
return AccountTransaction.Type.DIVIDENDS.toString();
else
return Messages.LabelQuote;
}
});
support.addColumn(column);
// shares
column = new Column(Messages.ColumnShares, SWT.None, 80);
column.setLabelProvider(new SharesLabelProvider() // NOSONAR
{
@Override
public Long getValue(Object t) // NOSONAR
{
if (t instanceof PortfolioTransaction)
return ((PortfolioTransaction) t).getShares();
else if (t instanceof DividendInitialTransaction)
return ((DividendInitialTransaction) t).getPosition().getShares();
else if (t instanceof DividendFinalTransaction)
return ((DividendFinalTransaction) t).getPosition().getShares();
else if (t instanceof DividendTransaction)
return ((DividendTransaction) t).getShares() != 0L ? ((DividendTransaction) t).getShares() : null;
else
return null;
}
});
support.addColumn(column);
// dividend amount
column = new Column(Messages.ColumnDividendPayment, SWT.RIGHT, 80);
column.setDescription(Messages.ColumnGrossDividend);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object t)
{
if (t instanceof DividendTransaction)
return Values.Money.format(((DividendTransaction) t).getGrossValue(),
getClient().getBaseCurrency());
else
return null;
}
});
support.addColumn(column);
// dividend per share
column = new Column(Messages.ColumnDividendPerShare, SWT.RIGHT, 80);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object t)
{
if (t instanceof DividendTransaction)
return Values.AmountFraction.formatNonZero(((DividendTransaction) t).getDividendPerShare());
else
return null;
}
});
support.addColumn(column);
// dividend per share
column = new Column(Messages.ColumnPersonalDividendYield, SWT.RIGHT, 80);
column.setDescription(Messages.ColumnPersonalDividendYield_Description);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object t)
{
if (t instanceof DividendTransaction)
return Values.Percent2.formatNonZero(((DividendTransaction) t).getPersonalDividendYield());
else
return null;
}
});
support.addColumn(column);
// einstandskurs / bewertung
column = new Column(Messages.ColumnAmount, SWT.RIGHT, 80);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object t)
{
if (t instanceof DividendTransaction)
return null;
else
return Values.Money.format(((Transaction) t).getMonetaryAmount(), getClient().getBaseCurrency());
}
});
support.addColumn(column);
// purchase quote
column = new Column(Messages.ColumnQuote, SWT.RIGHT, 80);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object t)
{
if (t instanceof PortfolioTransaction)
{
PortfolioTransaction p = (PortfolioTransaction) t;
return Values.Quote.format(p.getGrossPricePerShare(), getClient().getBaseCurrency());
}
else
return null;
}
});
support.addColumn(column);
// gegenkonto
column = new Column(Messages.ColumnAccount, SWT.None, 120);
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object t)
{
if (t instanceof PortfolioTransaction)
{
PortfolioTransaction p = (PortfolioTransaction) t;
return p.getCrossEntry() != null ? p.getCrossEntry().getCrossOwner(p).toString() : null;
}
else if (t instanceof DividendTransaction)
{
return ((DividendTransaction) t).getAccount().getName();
}
else
{
return null;
}
}
});
support.addColumn(column);
// note
column = new Column("note", Messages.ColumnNote, SWT.LEFT, 22); //$NON-NLS-1$
column.setLabelProvider(new ColumnLabelProvider()
{
@Override
public String getText(Object r)
{
return ((Transaction) r).getNote();
}
@Override
public Image getImage(Object r)
{
String note = ((Transaction) r).getNote();
return note != null && note.length() > 0 ? Images.NOTE.image() : null;
}
});
column.setSorter(ColumnViewerSorter.create(Transaction.class, "note")); //$NON-NLS-1$
support.addColumn(column);
support.createColumns();
transactions.getTable().setHeaderVisible(true);
transactions.getTable().setLinesVisible(true);
transactions.setContentProvider(ArrayContentProvider.getInstance());
}
@Override
public void notifyModelUpdated()
{
// keep security selected even though SecurityPerformacneRecord changes
Set<Security> oldSelection = new HashSet<>();
for (Iterator<?> iter = records.getStructuredSelection().iterator(); iter.hasNext();)
oldSelection.add(((SecurityPerformanceRecord) iter.next()).getSecurity());
reportingPeriodUpdated();
updateTitle(getDefaultTitle());
List<SecurityPerformanceRecord> newSelection = ((List<?>) records.getInput()).stream()
.map(e -> (SecurityPerformanceRecord) e) //
.filter(e -> oldSelection.contains(e.getSecurity())) //
.collect(Collectors.toList());
records.setSelection(new StructuredSelection(newSelection));
}
@Override
public void reportingPeriodUpdated()
{
ReportingPeriod period = dropDown.getPeriods().getFirst();
CurrencyConverter converter = new CurrencyConverterImpl(factory, getClient().getBaseCurrency());
Client filteredClient = clientFilter.filter(getClient());
records.setInput(SecurityPerformanceSnapshot.create(filteredClient, converter, period).getRecords());
records.refresh();
}
private void fillContextMenu(IMenuManager manager) // NOSONAR
{
Object selection = ((IStructuredSelection) records.getSelection()).getFirstElement();
if (!(selection instanceof SecurityPerformanceRecord))
return;
Security security = ((SecurityPerformanceRecord) selection).getSecurity();
new SecurityContextMenu(this).menuAboutToShow(manager, security);
}
}