Update IRR widget to add benchmark

- Update IRR widget to add benchmark. That way the inflation adjusted IRR can be displayed by selecting a relevant consumer price index as benchmark.
portfolio-performance · Sep 21, 2022 · 3ce9954 · 3ce9954
1 parent a9aca70
commit 3ce9954
Show file tree

Hide file tree

Showing 5 changed files with 108 additions and 13 deletions.
diff --git a/....abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/views/dashboard/DataSeriesConfig.java b/....abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/views/dashboard/DataSeriesConfig.java
@@ -20,6 +20,7 @@
 public class DataSeriesConfig implements WidgetConfig
 {
     private final WidgetDelegate<?> delegate;
+    private final boolean supportsDataSeries;
     private final boolean supportsBenchmarks;
     private final String label;
     private final Dashboard.Config configurationKey;
@@ -29,18 +30,22 @@ public class DataSeriesConfig implements WidgetConfig
 
     public DataSeriesConfig(WidgetDelegate<?> delegate, boolean supportsBenchmarks)
     {
-        this(delegate, supportsBenchmarks, false, null, Messages.LabelDataSeries, Dashboard.Config.DATA_SERIES);
+        this(delegate, true, supportsBenchmarks, false, null, Messages.LabelDataSeries,
+                        Dashboard.Config.DATA_SERIES);
     }
 
     public DataSeriesConfig(WidgetDelegate<?> delegate, boolean supportsBenchmarks, Predicate<DataSeries> predicate)
     {
-        this(delegate, supportsBenchmarks, false, predicate, Messages.LabelDataSeries, Dashboard.Config.DATA_SERIES);
+        this(delegate, true, supportsBenchmarks, false, predicate, Messages.LabelDataSeries,
+                        Dashboard.Config.DATA_SERIES);
     }
 
-    protected DataSeriesConfig(WidgetDelegate<?> delegate, boolean supportsBenchmarks, boolean supportsEmptyDataSeries,
-                    Predicate<DataSeries> predicate, String label, Dashboard.Config configurationKey)
+    protected DataSeriesConfig(WidgetDelegate<?> delegate, boolean supportsDataSeries, boolean supportsBenchmarks,
+                    boolean supportsEmptyDataSeries, Predicate<DataSeries> predicate, String label,
+                    Dashboard.Config configurationKey)
     {
         this.delegate = delegate;
+        this.supportsDataSeries = supportsDataSeries;
         this.supportsBenchmarks = supportsBenchmarks;
         this.label = label;
         this.configurationKey = configurationKey;
@@ -60,6 +65,16 @@ public DataSeries getDataSeries()
         return dataSeries;
     }
 
+    protected void setDataSeries(DataSeries dataSeries)
+    {
+        this.dataSeries = dataSeries;
+    }
+
+    protected WidgetDelegate<?> getDelegate()
+    {
+        return delegate;
+    }
+
     @Override
     public void menuAboutToShow(IMenuManager manager)
     {
@@ -70,7 +85,9 @@ public void menuAboutToShow(IMenuManager manager)
         MenuManager subMenu = new MenuManager(label, configurationKey.name());
         subMenu.add(new LabelOnly(dataSeries != null ? dataSeries.getLabel() : "-")); //$NON-NLS-1$
         subMenu.add(new Separator());
-        subMenu.add(new SimpleAction(Messages.MenuSelectDataSeries, a -> doAddSeries(false)));
+
+        if (supportsDataSeries)
+            subMenu.add(new SimpleAction(Messages.MenuSelectDataSeries, a -> doAddSeries(false)));
 
         if (supportsBenchmarks)
             subMenu.add(new SimpleAction(Messages.MenuSelectBenchmarkDataSeries, a -> doAddSeries(true)));

diff --git a/...uchen.portfolio.ui/src/name/abuchen/portfolio/ui/views/dashboard/IRRDataSeriesConfig.java b/...uchen.portfolio.ui/src/name/abuchen/portfolio/ui/views/dashboard/IRRDataSeriesConfig.java
@@ -0,0 +1,44 @@
+package name.abuchen.portfolio.ui.views.dashboard;
+
+import org.eclipse.jface.action.IMenuManager;
+import org.eclipse.jface.action.Separator;
+
+import name.abuchen.portfolio.model.Dashboard;
+import name.abuchen.portfolio.ui.Messages;
+import name.abuchen.portfolio.ui.util.SimpleAction;
+
+public class IRRDataSeriesConfig extends DataSeriesConfig
+{
+
+    public IRRDataSeriesConfig(WidgetDelegate<?> delegate)
+    {
+        super(delegate, false, true, true, null, Messages.LabelBenchmarks,
+                        Dashboard.Config.SECONDARY_DATA_SERIES);
+    }
+
+    @Override
+    public void menuAboutToShow(IMenuManager manager)
+    {
+        super.menuAboutToShow(manager);
+        if (getDataSeries() != null)
+        {
+            IMenuManager subMenu = manager.findMenuUsingPath(Dashboard.Config.SECONDARY_DATA_SERIES.name());
+            subMenu.add(new Separator());
+            subMenu.add(new SimpleAction(Messages.MenuReportingPeriodDelete, a -> removeBenchmark()));
+        }
+
+    }
+
+    private void removeBenchmark()
+    {
+        if (getDataSeries() == null)
+            return;
+
+        setDataSeries(null);
+        getDelegate().getWidget().getConfiguration().remove(Dashboard.Config.SECONDARY_DATA_SERIES.name());
+        getDelegate().getWidget().setLabel(WidgetFactory.valueOf(getDelegate().getWidget().getType()).getLabel());
+        getDelegate().update();
+        getDelegate().getClient().touch();
+    }
+
+}
diff --git a/name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/views/dashboard/IRRWidget.java b/name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/views/dashboard/IRRWidget.java
@@ -0,0 +1,39 @@
+package name.abuchen.portfolio.ui.views.dashboard;
+
+import java.time.LocalDate;
+import java.util.function.Supplier;
+
+import name.abuchen.portfolio.model.Dashboard.Widget;
+import name.abuchen.portfolio.money.Values;
+import name.abuchen.portfolio.ui.views.dataseries.DataSeries;
+import name.abuchen.portfolio.util.Interval;
+
+public class IRRWidget extends IndicatorWidget<Double>
+{
+    public IRRWidget(Widget widget, DashboardData dashboardData)
+    {
+        super(widget, dashboardData, false, null);
+        this.setFormatter(Values.Percent2);
+
+        addConfig(new IRRDataSeriesConfig(this));
+    }
+
+    @Override
+    public Supplier<Double> getUpdateTask()
+    {
+        return () -> {
+            double irrBench = 0;
+            Interval reportingPeriod = get(ReportingPeriodConfig.class).getReportingPeriod()
+                            .toInterval(LocalDate.now());
+            DataSeries dsBench = get(IRRDataSeriesConfig.class).getDataSeries();
+            if (dsBench != null)
+            {
+                irrBench = getDashboardData().calculate(dsBench, reportingPeriod).getPerformanceIRR();
+            }
+
+            double irr = getDashboardData().calculate(get(DataSeriesConfig.class).getDataSeries(), reportingPeriod)
+                            .getPerformanceIRR();
+            return (irrBench != -1) ? (1 + irr) / (1 + irrBench) - 1 : irr - irrBench;
+        };
+    }
+}
diff --git a/name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/views/dashboard/WidgetFactory.java b/name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/views/dashboard/WidgetFactory.java
@@ -58,12 +58,7 @@ public enum WidgetFactory
                                         return index.getFinalAccumulatedAnnualizedPercentage();
                                     }).build()),
 
-    IRR(Messages.LabelIRR, Messages.ClientEditorLabelPerformance, //
-                    (widget, data) -> IndicatorWidget.<Double>create(widget, data) //
-                                    .with(Values.Percent2) //
-                                    .with((ds, period) -> data.calculate(ds, period).getPerformanceIRR()) //
-                                    .withBenchmarkDataSeries(false) //
-                                    .build()),
+    IRR(Messages.LabelIRR, Messages.ClientEditorLabelPerformance, IRRWidget::new),
 
     ABSOLUTE_CHANGE(Messages.LabelAbsoluteChange, Messages.LabelStatementOfAssets, //
                     (widget, data) -> IndicatorWidget.<Long>create(widget, data) //

diff --git a/...i/src/name/abuchen/portfolio/ui/views/dashboard/heatmap/ExcessReturnDataSeriesConfig.java b/...i/src/name/abuchen/portfolio/ui/views/dashboard/heatmap/ExcessReturnDataSeriesConfig.java
@@ -9,8 +9,8 @@ public class ExcessReturnDataSeriesConfig extends DataSeriesConfig
 {
     public ExcessReturnDataSeriesConfig(WidgetDelegate<?> delegate)
     {
-        super(delegate, true, true, null, Messages.LabelExcessReturnBaselineDataSeries,
-                        Dashboard.Config.SECONDARY_DATA_SERIES);
+        super(delegate, true, true, true, null,
+                        Messages.LabelExcessReturnBaselineDataSeries, Dashboard.Config.SECONDARY_DATA_SERIES);
     }
 
 }