MoneyWiseXReportNetWorth.java
/*
* MoneyWise: Finance Application
* Copyright 2012-2026. Tony Washer
*
* Licensed under the Apache License, Version 2.0 (the "License"); you may not
* use this file except in compliance with the License. You may obtain a copy
* of the License at
*
* http://www.apache.org/licenses/LICENSE-2.0
*
* Unless required by applicable law or agreed to in writing, software
* distributed under the License is distributed on an "AS IS" BASIS, WITHOUT
* WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the
* License for the specific language governing permissions and limitations under
* the License.
*/
package io.github.tonywasher.joceanus.moneywise.atlas.reports;
import io.github.tonywasher.joceanus.oceanus.date.OceanusDate;
import io.github.tonywasher.joceanus.oceanus.decimal.OceanusMoney;
import io.github.tonywasher.joceanus.oceanus.format.OceanusDataFormatter;
import io.github.tonywasher.joceanus.metis.data.MetisDataDifference;
import io.github.tonywasher.joceanus.metis.report.MetisReportBase;
import io.github.tonywasher.joceanus.metis.report.MetisReportHTMLBuilder;
import io.github.tonywasher.joceanus.metis.report.MetisReportHTMLBuilder.MetisHTMLTable;
import io.github.tonywasher.joceanus.metis.report.MetisReportManager;
import io.github.tonywasher.joceanus.metis.report.MetisReportReferenceManager.DelayedTable;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysis;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisCashBucket;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisCashBucket.MoneyWiseXAnalysisCashBucketList;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisCashCategoryBucket;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisCashCategoryBucket.MoneyWiseXAnalysisCashCategoryBucketList;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisDepositBucket;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisDepositBucket.MoneyWiseXAnalysisDepositBucketList;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisDepositCategoryBucket;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisDepositCategoryBucket.MoneyWiseXAnalysisDepositCategoryBucketList;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisLoanBucket;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisLoanBucket.MoneyWiseXAnalysisLoanBucketList;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisLoanCategoryBucket;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisLoanCategoryBucket.MoneyWiseXAnalysisLoanCategoryBucketList;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisPortfolioBucket;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisPortfolioBucket.MoneyWiseXAnalysisPortfolioBucketList;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisPortfolioCashBucket;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisSecurityBucket;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.buckets.MoneyWiseXAnalysisSecurityBucket.MoneyWiseXAnalysisSecurityBucketList;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.values.MoneyWiseXAnalysisAccountAttr;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.values.MoneyWiseXAnalysisAccountValues;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.values.MoneyWiseXAnalysisSecurityAttr;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.values.MoneyWiseXAnalysisSecurityValues;
import io.github.tonywasher.joceanus.moneywise.atlas.data.analysis.values.MoneyWiseXAnalysisValuesResource;
import io.github.tonywasher.joceanus.moneywise.atlas.views.MoneyWiseXAnalysisFilter;
import io.github.tonywasher.joceanus.moneywise.atlas.views.MoneyWiseXAnalysisFilter.MoneyWiseXAnalysisCashFilter;
import io.github.tonywasher.joceanus.moneywise.atlas.views.MoneyWiseXAnalysisFilter.MoneyWiseXAnalysisDepositFilter;
import io.github.tonywasher.joceanus.moneywise.atlas.views.MoneyWiseXAnalysisFilter.MoneyWiseXAnalysisLoanFilter;
import io.github.tonywasher.joceanus.moneywise.atlas.views.MoneyWiseXAnalysisFilter.MoneyWiseXAnalysisPortfolioCashFilter;
import io.github.tonywasher.joceanus.moneywise.atlas.views.MoneyWiseXAnalysisFilter.MoneyWiseXAnalysisSecurityFilter;
import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseBasicDataType;
import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseBasicResource;
import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseCashCategory;
import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseDepositCategory;
import io.github.tonywasher.joceanus.moneywise.data.basic.MoneyWiseLoanCategory;
import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseCashCategoryClass;
import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseDepositCategoryClass;
import io.github.tonywasher.joceanus.moneywise.data.statics.MoneyWiseLoanCategoryClass;
import io.github.tonywasher.joceanus.moneywise.lethe.data.analysis.data.MoneyWiseAnalysisDataResource;
import org.w3c.dom.Document;
import org.w3c.dom.Element;
import java.util.Iterator;
/**
* NetWorth report builder.
*/
public class MoneyWiseXReportNetWorth
extends MetisReportBase<MoneyWiseXAnalysis, MoneyWiseXAnalysisFilter<?, ?>> {
/**
* The Title text.
*/
private static final String TEXT_TITLE = MoneyWiseXReportResource.NETWORTH_TITLE.getValue();
/**
* The Asset text.
*/
private static final String TEXT_ASSET = MoneyWiseXReportResource.NETWORTH_ASSET.getValue();
/**
* The Units text.
*/
private static final String TEXT_UNITS = MoneyWiseBasicResource.MONEYWISEDATA_FIELD_UNITS.getValue();
/**
* The Price text.
*/
private static final String TEXT_PRICE = MoneyWiseBasicResource.MONEYWISEDATA_FIELD_PRICE.getValue();
/**
* The ForeignValue text.
*/
private static final String TEXT_FOREIGNVALUE = MoneyWiseXAnalysisValuesResource.ACCOUNTATTR_BALANCE.getValue();
/**
* The Value text.
*/
private static final String TEXT_VALUE = MoneyWiseXAnalysisValuesResource.ACCOUNTATTR_VALUATION.getValue();
/**
* The Account text.
*/
private static final String TEXT_ACCOUNT = MoneyWiseAnalysisDataResource.BUCKET_ACCOUNT.getValue();
/**
* The Rate text.
*/
private static final String TEXT_RATE = MoneyWiseBasicResource.MONEYWISEDATA_FIELD_RATE.getValue();
/**
* The Maturity text.
*/
private static final String TEXT_MATURITY = MoneyWiseXAnalysisValuesResource.ACCOUNTATTR_MATURITY.getValue();
/**
* HTML builder.
*/
private final MetisReportHTMLBuilder theBuilder;
/**
* The Formatter.
*/
private final OceanusDataFormatter theFormatter;
/**
* Data Analysis.
*/
private MoneyWiseXAnalysis theAnalysis;
/**
* Constructor.
*
* @param pManager the Report Manager
*/
MoneyWiseXReportNetWorth(final MetisReportManager<MoneyWiseXAnalysisFilter<?, ?>> pManager) {
/* Access underlying utilities */
theBuilder = pManager.getBuilder();
theFormatter = theBuilder.getDataFormatter();
}
@Override
public Document createReport(final MoneyWiseXAnalysis pAnalysis) {
/* Access the bucket lists */
theAnalysis = pAnalysis;
final MoneyWiseXAnalysisDepositCategoryBucketList myDeposits = theAnalysis.getDepositCategories();
final MoneyWiseXAnalysisCashCategoryBucketList myCash = theAnalysis.getCashCategories();
final MoneyWiseXAnalysisLoanCategoryBucketList myLoans = theAnalysis.getLoanCategories();
final MoneyWiseXAnalysisPortfolioBucketList myPortfolios = theAnalysis.getPortfolios();
final OceanusDate myDate = theAnalysis.getDateRange().getEnd();
/* Create the totals */
final OceanusMoney myTotal = new OceanusMoney();
/* Start the report */
final Element myBody = theBuilder.startReport();
theBuilder.makeTitle(myBody, TEXT_TITLE, theFormatter.formatObject(myDate));
/* Initialise the table */
final MetisHTMLTable myTable = theBuilder.startTable(myBody);
/* If we have deposits */
if (!myDeposits.isEmpty()) {
/* Loop through the SubTotal Buckets */
final Iterator<MoneyWiseXAnalysisDepositCategoryBucket> myIterator = myDeposits.iterator();
while (myIterator.hasNext()) {
final MoneyWiseXAnalysisDepositCategoryBucket myBucket = myIterator.next();
/* Only process active subTotal items */
if (!myBucket.isActive()
|| !myBucket.getAccountCategory().isCategoryClass(MoneyWiseDepositCategoryClass.PARENT)) {
continue;
}
/* Access values */
final MoneyWiseXAnalysisAccountValues myValues = myBucket.getValues();
/* Format the Category Total */
theBuilder.startRow(myTable);
theBuilder.makeTableLinkCell(myTable, myBucket.getName());
theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
/* Add the category report */
makeCategoryReport(myTable, myBucket);
}
/* Access totals */
final MoneyWiseXAnalysisDepositCategoryBucket myTotals = myDeposits.getTotals();
final MoneyWiseXAnalysisAccountValues myValues = myTotals.getValues();
/* Add to running totals */
myTotal.addAmount(myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
}
/* If we have cash */
if (!myCash.isEmpty()) {
/* Loop through the SubTotal Buckets */
final Iterator<MoneyWiseXAnalysisCashCategoryBucket> myIterator = myCash.iterator();
while (myIterator.hasNext()) {
final MoneyWiseXAnalysisCashCategoryBucket myBucket = myIterator.next();
/* Only process active subTotal items */
if (!myBucket.isActive()
|| !myBucket.getAccountCategory().isCategoryClass(MoneyWiseCashCategoryClass.PARENT)) {
continue;
}
/* Access values */
final MoneyWiseXAnalysisAccountValues myValues = myBucket.getValues();
/* Format the Category Total */
theBuilder.startRow(myTable);
theBuilder.makeTableLinkCell(myTable, myBucket.getName());
theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
/* Add the category report */
makeCategoryReport(myTable, myBucket);
}
/* Access totals */
final MoneyWiseXAnalysisCashCategoryBucket myTotals = myCash.getTotals();
final MoneyWiseXAnalysisAccountValues myValues = myTotals.getValues();
/* Add to running totals */
myTotal.addAmount(myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
}
/* If we have portfolios */
if (!myPortfolios.isEmpty()) {
/* Access totals */
final MoneyWiseXAnalysisPortfolioBucket myTotals = myPortfolios.getTotals();
final MoneyWiseXAnalysisSecurityValues myValues = myTotals.getValues();
final OceanusMoney myValuation = myValues.getMoneyValue(MoneyWiseXAnalysisSecurityAttr.VALUATION);
/* Format the Portfolios Total */
theBuilder.startRow(myTable);
theBuilder.makeTableLinkCell(myTable, MoneyWiseBasicDataType.PORTFOLIO.getListName());
theBuilder.makeTotalCell(myTable, myValuation);
/* Make the portfolio report */
makePortfolioReport(myTable);
/* Add to running totals */
myTotal.addAmount(myValuation);
}
/* If we have loans */
if (!myLoans.isEmpty()) {
/* Loop through the SubTotal Buckets */
final Iterator<MoneyWiseXAnalysisLoanCategoryBucket> myIterator = myLoans.iterator();
while (myIterator.hasNext()) {
final MoneyWiseXAnalysisLoanCategoryBucket myBucket = myIterator.next();
/* Only process active subTotal items */
if (!myBucket.isActive()
|| !myBucket.getAccountCategory().isCategoryClass(MoneyWiseLoanCategoryClass.PARENT)) {
continue;
}
/* Access values */
final MoneyWiseXAnalysisAccountValues myValues = myBucket.getValues();
/* Format the Category Total */
theBuilder.startRow(myTable);
theBuilder.makeTableLinkCell(myTable, myBucket.getName());
theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
/* Add the category report */
makeCategoryReport(myTable, myBucket);
}
/* Access totals */
final MoneyWiseXAnalysisLoanCategoryBucket myTotals = myLoans.getTotals();
final MoneyWiseXAnalysisAccountValues myValues = myTotals.getValues();
/* Add to running totals */
myTotal.addAmount(myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
}
/* Build the total row */
theBuilder.startTotalRow(myTable);
theBuilder.makeTitleCell(myTable, MoneyWiseXReportBuilder.TEXT_TOTAL);
theBuilder.makeTotalCell(myTable, myTotal);
/* Return the document */
return theBuilder.getDocument();
}
/**
* Build a category report.
*
* @param pParent the table parent
* @param pCategory the category bucket
*/
private void makeCategoryReport(final MetisHTMLTable pParent,
final MoneyWiseXAnalysisDepositCategoryBucket pCategory) {
/* Access the category */
final MoneyWiseXAnalysisDepositCategoryBucketList myCategories = theAnalysis.getDepositCategories();
final MoneyWiseDepositCategory myCategory = pCategory.getAccountCategory();
/* Create an embedded table */
final MetisHTMLTable myTable = theBuilder.createEmbeddedTable(pParent);
/* Loop through the Category Buckets */
final Iterator<MoneyWiseXAnalysisDepositCategoryBucket> myIterator = myCategories.iterator();
while (myIterator.hasNext()) {
final MoneyWiseXAnalysisDepositCategoryBucket myBucket = myIterator.next();
/* Skip record if inactive or incorrect category */
final MoneyWiseDepositCategory myCurr = myBucket.getAccountCategory();
if (!myBucket.isActive()
|| !MetisDataDifference.isEqual(myCurr.getParentCategory(), myCategory)) {
continue;
}
/* Access bucket name */
final String myName = myBucket.getName();
/* Access values */
final MoneyWiseXAnalysisAccountValues myValues = myBucket.getValues();
/* Create the SubCategory row */
theBuilder.startRow(myTable);
theBuilder.makeDelayLinkCell(myTable, myName, myCurr.getSubCategory());
theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
/* Note the delayed subTable */
setDelayedTable(myName, myTable, myBucket);
}
/* Embed the table correctly */
theBuilder.embedTable(myTable, pCategory.getName());
}
/**
* Build a category report.
*
* @param pParent the table parent
* @param pCategory the category bucket
*/
private void makeCategoryReport(final MetisHTMLTable pParent,
final MoneyWiseXAnalysisCashCategoryBucket pCategory) {
/* Access the category */
final MoneyWiseXAnalysisCashCategoryBucketList myCategories = theAnalysis.getCashCategories();
final MoneyWiseCashCategory myCategory = pCategory.getAccountCategory();
/* Create an embedded table */
final MetisHTMLTable myTable = theBuilder.createEmbeddedTable(pParent);
/* Loop through the Category Buckets */
final Iterator<MoneyWiseXAnalysisCashCategoryBucket> myIterator = myCategories.iterator();
while (myIterator.hasNext()) {
final MoneyWiseXAnalysisCashCategoryBucket myBucket = myIterator.next();
/* Skip record if inactive or incorrect category */
final MoneyWiseCashCategory myCurr = myBucket.getAccountCategory();
if (!myBucket.isActive()
|| !MetisDataDifference.isEqual(myCurr.getParentCategory(), myCategory)) {
continue;
}
/* Access bucket name */
final String myName = myBucket.getName();
/* Access values */
final MoneyWiseXAnalysisAccountValues myValues = myBucket.getValues();
/* Create the SubCategory row */
theBuilder.startRow(myTable);
theBuilder.makeDelayLinkCell(myTable, myName, myCurr.getSubCategory());
theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
/* Note the delayed subTable */
setDelayedTable(myName, myTable, myBucket);
}
/* Embed the table correctly */
theBuilder.embedTable(myTable, pCategory.getName());
}
/**
* Build a category report.
*
* @param pParent the table parent
* @param pCategory the category bucket
*/
private void makeCategoryReport(final MetisHTMLTable pParent,
final MoneyWiseXAnalysisLoanCategoryBucket pCategory) {
/* Access the category */
final MoneyWiseXAnalysisLoanCategoryBucketList myCategories = theAnalysis.getLoanCategories();
final MoneyWiseLoanCategory myCategory = pCategory.getAccountCategory();
/* Create an embedded table */
final MetisHTMLTable myTable = theBuilder.createEmbeddedTable(pParent);
/* Loop through the Category Buckets */
final Iterator<MoneyWiseXAnalysisLoanCategoryBucket> myIterator = myCategories.iterator();
while (myIterator.hasNext()) {
final MoneyWiseXAnalysisLoanCategoryBucket myBucket = myIterator.next();
/* Skip record if inactive or incorrect category */
final MoneyWiseLoanCategory myCurr = myBucket.getAccountCategory();
if (!myBucket.isActive()
|| !MetisDataDifference.isEqual(myCurr.getParentCategory(), myCategory)) {
continue;
}
/* Access bucket name */
final String myName = myBucket.getName();
/* Access values */
final MoneyWiseXAnalysisAccountValues myValues = myBucket.getValues();
/* Create the SubCategory row */
theBuilder.startRow(myTable);
theBuilder.makeDelayLinkCell(myTable, myName, myCurr.getSubCategory());
theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
/* Note the delayed subTable */
setDelayedTable(myName, myTable, myBucket);
}
/* Embed the table correctly */
theBuilder.embedTable(myTable, pCategory.getName());
}
/**
* Build a portfolio report.
*
* @param pParent the table parent
*/
private void makePortfolioReport(final MetisHTMLTable pParent) {
/* Access the portfolios */
final MoneyWiseXAnalysisPortfolioBucketList myPortfolios = theAnalysis.getPortfolios();
/* Create an embedded table */
final MetisHTMLTable myTable = theBuilder.createEmbeddedTable(pParent);
/* Loop through the Portfolio Buckets */
final Iterator<MoneyWiseXAnalysisPortfolioBucket> myIterator = myPortfolios.iterator();
while (myIterator.hasNext()) {
final MoneyWiseXAnalysisPortfolioBucket myBucket = myIterator.next();
/* Skip inactive portfolios */
if (!myBucket.isActive()) {
continue;
}
/* Access bucket name */
final String myName = myBucket.getName();
/* Access values */
final MoneyWiseXAnalysisSecurityValues myValues = myBucket.getValues();
/* Create the SubCategory row */
theBuilder.startRow(myTable);
theBuilder.makeDelayLinkCell(myTable, myName);
theBuilder.makeTotalCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisSecurityAttr.VALUATION));
/* Note the delayed subTable */
setDelayedTable(myName, myTable, myBucket);
}
/* Embed the table correctly */
theBuilder.embedTable(myTable, MoneyWiseBasicDataType.PORTFOLIO.getListName());
}
@Override
public MetisHTMLTable createDelayedTable(final DelayedTable pTable) {
/* Access the source */
final Object mySource = pTable.getSource();
if (mySource instanceof MoneyWiseXAnalysisDepositCategoryBucket mySourceBucket) {
return createDelayedDeposit(pTable.getParent(), mySourceBucket);
} else if (mySource instanceof MoneyWiseXAnalysisCashCategoryBucket mySourceBucket) {
return createDelayedCash(pTable.getParent(), mySourceBucket);
} else if (mySource instanceof MoneyWiseXAnalysisLoanCategoryBucket mySourceBucket) {
return createDelayedLoan(pTable.getParent(), mySourceBucket);
} else if (mySource instanceof MoneyWiseXAnalysisPortfolioBucket mySourceBucket) {
return createDelayedPortfolio(pTable.getParent(), mySourceBucket);
}
/* Return the null table */
return null;
}
/**
* Create a delayed category table.
*
* @param pParent the parent table
* @param pSource the source bucket
* @return the new document fragment
*/
private MetisHTMLTable createDelayedDeposit(final MetisHTMLTable pParent,
final MoneyWiseXAnalysisDepositCategoryBucket pSource) {
/* Access the category */
final MoneyWiseXAnalysisDepositBucketList myAccounts = theAnalysis.getDeposits();
final MoneyWiseDepositCategory myCategory = pSource.getAccountCategory();
final boolean isForeign = pSource.hasForeignCurrency();
/* Create a new table */
final MetisHTMLTable myTable = theBuilder.createEmbeddedTable(pParent);
/* Build the headers */
theBuilder.startRow(myTable);
theBuilder.makeTitleCell(myTable, TEXT_ACCOUNT);
theBuilder.makeTitleCell(myTable, TEXT_RATE);
theBuilder.makeTitleCell(myTable, TEXT_MATURITY);
if (isForeign) {
theBuilder.makeTitleCell(myTable, TEXT_FOREIGNVALUE);
}
theBuilder.makeTitleCell(myTable, TEXT_VALUE);
/* Loop through the Deposit Buckets */
final Iterator<MoneyWiseXAnalysisDepositBucket> myIterator = myAccounts.iterator();
while (myIterator.hasNext()) {
final MoneyWiseXAnalysisDepositBucket myBucket = myIterator.next();
/* Skip record if inactive or incorrect category */
if (!myBucket.isActive()
|| !MetisDataDifference.isEqual(myBucket.getCategory(), myCategory)) {
continue;
}
/* Access bucket name */
final String myName = myBucket.getName();
/* Access values */
final MoneyWiseXAnalysisAccountValues myValues = myBucket.getValues();
/* Create the detail row */
theBuilder.startRow(myTable);
theBuilder.makeFilterLinkCell(myTable, myName);
theBuilder.makeValueCell(myTable, myValues.getRateValue(MoneyWiseXAnalysisAccountAttr.DEPOSITRATE));
theBuilder.makeValueCell(myTable, myValues.getDateValue(MoneyWiseXAnalysisAccountAttr.MATURITY));
/* Handle foreign accounts */
if (isForeign) {
if (myBucket.isForeignCurrency()) {
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.BALANCE));
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
} else {
theBuilder.makeStretchedValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
}
} else {
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
}
/* Record the filter */
setFilterForId(myName, myBucket);
}
/* Return the table */
return myTable;
}
/**
* Create a delayed category table.
*
* @param pParent the parent table
* @param pSource the source bucket
* @return the new document fragment
*/
private MetisHTMLTable createDelayedCash(final MetisHTMLTable pParent,
final MoneyWiseXAnalysisCashCategoryBucket pSource) {
/* Access the category and class */
final MoneyWiseXAnalysisCashBucketList myCash = theAnalysis.getCash();
final MoneyWiseCashCategory myCategory = pSource.getAccountCategory();
final boolean isForeign = pSource.hasForeignCurrency();
/* Create a new table */
final MetisHTMLTable myTable = theBuilder.createEmbeddedTable(pParent);
/* Build the headers */
theBuilder.startRow(myTable);
theBuilder.makeTitleCell(myTable, TEXT_ACCOUNT);
if (isForeign) {
theBuilder.makeTitleCell(myTable, TEXT_FOREIGNVALUE);
}
theBuilder.makeTitleCell(myTable, TEXT_VALUE);
/* Loop through the Cash Buckets */
final Iterator<MoneyWiseXAnalysisCashBucket> myIterator = myCash.iterator();
while (myIterator.hasNext()) {
final MoneyWiseXAnalysisCashBucket myBucket = myIterator.next();
/* Skip record if inactive or incorrect category */
if (!myBucket.isActive()
|| !MetisDataDifference.isEqual(myBucket.getCategory(), myCategory)) {
continue;
}
/* Access bucket name */
final String myName = myBucket.getName();
/* Access values */
final MoneyWiseXAnalysisAccountValues myValues = myBucket.getValues();
/* Create the detail row */
theBuilder.startRow(myTable);
theBuilder.makeFilterLinkCell(myTable, myName);
/* Handle foreign accounts */
if (isForeign) {
if (myBucket.isForeignCurrency()) {
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.BALANCE));
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
} else {
theBuilder.makeStretchedValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
}
} else {
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
}
/* Record the filter */
setFilterForId(myName, myBucket);
}
/* Return the table */
return myTable;
}
/**
* Create a delayed category table.
*
* @param pParent the parent table
* @param pSource the source bucket
* @return the new document fragment
*/
private MetisHTMLTable createDelayedLoan(final MetisHTMLTable pParent,
final MoneyWiseXAnalysisLoanCategoryBucket pSource) {
/* Access the category */
final MoneyWiseXAnalysisLoanBucketList myLoans = theAnalysis.getLoans();
final MoneyWiseLoanCategory myCategory = pSource.getAccountCategory();
final boolean isForeign = pSource.hasForeignCurrency();
/* Create a new table */
final MetisHTMLTable myTable = theBuilder.createEmbeddedTable(pParent);
/* Build the headers */
theBuilder.startRow(myTable);
theBuilder.makeTitleCell(myTable, TEXT_ACCOUNT);
if (isForeign) {
theBuilder.makeTitleCell(myTable, TEXT_FOREIGNVALUE);
}
theBuilder.makeTitleCell(myTable, TEXT_VALUE);
/* Loop through the Loan Buckets */
final Iterator<MoneyWiseXAnalysisLoanBucket> myIterator = myLoans.iterator();
while (myIterator.hasNext()) {
final MoneyWiseXAnalysisLoanBucket myBucket = myIterator.next();
/* Skip record if inactive or incorrect category */
if (!myBucket.isActive()
|| !MetisDataDifference.isEqual(myBucket.getCategory(), myCategory)) {
continue;
}
/* Access bucket name */
final String myName = myBucket.getName();
/* Access values */
final MoneyWiseXAnalysisAccountValues myValues = myBucket.getValues();
/* Create the detail row */
theBuilder.startRow(myTable);
theBuilder.makeFilterLinkCell(myTable, myName);
/* Handle foreign accounts */
if (isForeign) {
if (myBucket.isForeignCurrency()) {
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.BALANCE));
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
} else {
theBuilder.makeStretchedValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
}
} else {
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
}
/* Record the filter */
setFilterForId(myName, myBucket);
}
/* Return the table */
return myTable;
}
/**
* Create a delayed portfolio table.
*
* @param pParent the parent table
* @param pSource the source bucket
* @return the new document fragment
*/
private MetisHTMLTable createDelayedPortfolio(final MetisHTMLTable pParent,
final MoneyWiseXAnalysisPortfolioBucket pSource) {
/* Access the securities */
final MoneyWiseXAnalysisPortfolioCashBucket myCash = pSource.getPortfolioCash();
final MoneyWiseXAnalysisSecurityBucketList mySecurities = pSource.getSecurities();
final boolean isForeign = pSource.hasForeignCurrency();
/* Create a new table */
final MetisHTMLTable myTable = theBuilder.createEmbeddedTable(pParent);
/* Build the headers */
theBuilder.startRow(myTable);
theBuilder.makeTitleCell(myTable, TEXT_ASSET);
theBuilder.makeTitleCell(myTable, TEXT_UNITS);
theBuilder.makeTitleCell(myTable, TEXT_PRICE);
if (isForeign) {
theBuilder.makeTitleCell(myTable, TEXT_FOREIGNVALUE);
}
theBuilder.makeTitleCell(myTable, TEXT_VALUE);
/* If the portfolio cash is active */
if (myCash.isActive()) {
/* Access values */
final MoneyWiseXAnalysisAccountValues myValues = myCash.getValues();
/* Access bucket name */
final String myName = pSource.getName();
/* Create the detail row */
theBuilder.startRow(myTable);
theBuilder.makeFilterLinkCell(myTable, myName, MoneyWiseXReportBalanceSheet.TEXT_CASH);
theBuilder.makeValueCell(myTable);
theBuilder.makeValueCell(myTable);
/* Handle foreign accounts */
if (isForeign) {
if (myCash.isForeignCurrency()) {
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.BALANCE));
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
} else {
theBuilder.makeStretchedValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
}
} else {
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisAccountAttr.VALUATION));
}
/* Record the filter */
setFilterForId(myName, pSource);
}
/* Loop through the Security Buckets */
final Iterator<MoneyWiseXAnalysisSecurityBucket> myIterator = mySecurities.iterator();
while (myIterator.hasNext()) {
final MoneyWiseXAnalysisSecurityBucket myBucket = myIterator.next();
/* Skip inactive securities */
if (!myBucket.isActive()) {
continue;
}
/* Access bucket name */
final String myName = myBucket.getSecurityName();
String myFullName = myBucket.getDecoratedName();
myFullName = myFullName.replace(':', '-');
/* Access values */
final MoneyWiseXAnalysisSecurityValues myValues = myBucket.getValues();
/* Create the detail row */
theBuilder.startRow(myTable);
theBuilder.makeFilterLinkCell(myTable, myFullName, myName);
theBuilder.makeValueCell(myTable, myValues.getUnitsValue(MoneyWiseXAnalysisSecurityAttr.UNITS));
theBuilder.makeValueCell(myTable, myValues.getPriceValue(MoneyWiseXAnalysisSecurityAttr.PRICE));
/* Handle foreign securities */
if (isForeign) {
if (myBucket.isForeignCurrency()) {
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisSecurityAttr.VALUE));
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisSecurityAttr.VALUATION));
} else {
theBuilder.makeStretchedValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisSecurityAttr.VALUATION));
}
} else {
theBuilder.makeValueCell(myTable, myValues.getMoneyValue(MoneyWiseXAnalysisSecurityAttr.VALUATION));
}
/* Record the filter */
setFilterForId(myFullName, myBucket);
}
/* Return the table */
return myTable;
}
@Override
public MoneyWiseXAnalysisFilter<?, ?> processFilter(final Object pSource) {
/* If this is a DepositBucket */
if (pSource instanceof MoneyWiseXAnalysisDepositBucket mySource) {
/* Create the new filter */
return new MoneyWiseXAnalysisDepositFilter(mySource);
}
/* If this is a CashBucket */
if (pSource instanceof MoneyWiseXAnalysisCashBucket mySource) {
/* Create the new filter */
return new MoneyWiseXAnalysisCashFilter(mySource);
}
/* If this is a LoanBucket */
if (pSource instanceof MoneyWiseXAnalysisLoanBucket mySource) {
/* Create the new filter */
return new MoneyWiseXAnalysisLoanFilter(mySource);
}
/* If this is a SecurityBucket */
if (pSource instanceof MoneyWiseXAnalysisSecurityBucket mySource) {
/* Create the new filter */
return new MoneyWiseXAnalysisSecurityFilter(mySource);
}
/* If this is a PortfolioBucket */
if (pSource instanceof MoneyWiseXAnalysisPortfolioBucket mySource) {
/* Create the new filter */
return new MoneyWiseXAnalysisPortfolioCashFilter(mySource);
}
return null;
}
}