wxString mmReportChartStocks::getHTMLText()
{
mmHTMLBuilder hb;
hb.init();
hb.addHeader(2, _("Stocks Performance Charts"));
wxTimeSpan dtDiff = dtRange_->end_date() - dtRange_->start_date();
if (dtRange_->is_with_date() && dtDiff.GetDays() <= 366)
hb.DisplayDateHeading(dtRange_->start_date(), dtRange_->end_date(), true);
hb.addHorizontalLine();
int count = 0, heldAt = -1;
bool pointDot = false, showGridLines = false;
wxTimeSpan dist;
wxDate dateDt, precDateDt = wxInvalidDateTime;
for (const auto& stock : Model_Stock::instance().all(Model_Stock::COL_HELDAT))
{
int dataCount = 0, freq = 1;
Model_StockHistory::Data_Set histData = Model_StockHistory::instance().find(Model_StockHistory::SYMBOL(stock.SYMBOL),
Model_StockHistory::DATE(dtRange_->start_date(), GREATER_OR_EQUAL),
Model_StockHistory::DATE(dtRange_->end_date(), LESS_OR_EQUAL));
std::stable_sort(histData.begin(), histData.end(), SorterByDATE());
if (histData.size() <= 30)
showGridLines = pointDot = true;
else if (histData.size() <= 366)
showGridLines = true;
else
freq = histData.size() / 366;
std::vector<ValueTrio> aData;
for (const auto& hist : histData)
{
if (dataCount % freq == 0)
{
ValueTrio val;
dateDt = Model_StockHistory::DATE(hist);
if (histData.size() <= 30)
val.label = mmGetDateForDisplay(dateDt);
else if (precDateDt.IsValid() && dateDt.GetMonth() != precDateDt.GetMonth())
val.label = dateDt.GetMonthName(dateDt.GetMonth());
else
val.label = "";
val.amount = hist.VALUE;
aData.push_back(val);
precDateDt = dateDt;
}
dataCount++;
}
if (!aData.empty())
{
Model_Account::Data* account = Model_Account::instance().get(stock.HELDAT);
hb.addHeader(1, wxString::Format("%s - (%s)", stock.STOCKNAME, account->ACCOUNTNAME));
hb.addLineChart(aData, stock.STOCKNAME, count, 1000, 400, pointDot, showGridLines, true);
}
heldAt = stock.HELDAT;
count++;
}
return hb.getHTMLText();
}
/**
Returns the last price date of a given stock
*/
wxString Model_Stock::lastPriceDate(const Self::Data* entity)
{
wxString dtStr = entity->PURCHASEDATE;
Model_StockHistory::Data_Set histData = Model_StockHistory::instance().find(SYMBOL(entity->SYMBOL));
std::sort(histData.begin(), histData.end(), SorterByDATE());
if (!histData.empty())
dtStr = histData.back().DATE;
return dtStr;
}
void mmStockDialog::showStockHistory()
{
priceListBox_->DeleteAllItems();
if (m_stock->SYMBOL.IsEmpty())
return;
Model_Account::Data* account = Model_Account::instance().get(m_stock->HELDAT);
Model_StockHistory::Data_Set histData = Model_StockHistory::instance().find(Model_StockHistory::SYMBOL(m_stock->SYMBOL));
std::stable_sort(histData.begin(), histData.end(), SorterByDATE());
std::reverse(histData.begin(), histData.end());
if (histData.size()>300)
histData.resize(300);
if (!histData.empty())
{
int idx=0;
for (const auto &d : histData)
{
wxListItem item;
item.SetId(idx);
item.SetData(d.HISTID);
priceListBox_->InsertItem( item );
const wxDate dtdt = Model_StockHistory::DATE(d);
const wxString dispAmount = Model_Account::toString(d.VALUE, account, 4);
priceListBox_->SetItem(idx, 0, mmGetDateForDisplay(dtdt));
priceListBox_->SetItem(idx, 1, dispAmount);
if (idx == 0)
{
priceDate_->SetValue(dtdt);
currentPrice_->SetValue(dispAmount);
}
const wxString& priceAmount = Model_Account::toString(d.VALUE - m_stock->PURCHASEPRICE, account, 4);
priceListBox_->SetItem(idx, 2, priceAmount);
idx++;
}
priceListBox_->RefreshItems(0, --idx);
}
}
wxString mmReportChartStocks::getHTMLText()
{
mmHTMLBuilder hb;
hb.init();
hb.addDivContainer();
hb.addHeader(2, getReportTitle());
hb.addDateNow();
wxTimeSpan dtDiff = m_date_range->end_date() - m_date_range->start_date();
if (m_date_range->is_with_date() && dtDiff.GetDays() <= 366)
hb.DisplayDateHeading(m_date_range->start_date(), m_date_range->end_date(), true);
hb.addHorizontalLine();
bool pointDot = false, showGridLines = false;
wxTimeSpan dist;
wxDate precDateDt = wxInvalidDateTime;
for (const auto& stock : Model_Stock::instance().all(Model_Stock::COL_HELDAT))
{
int dataCount = 0, freq = 1;
Model_StockHistory::Data_Set histData = Model_StockHistory::instance().find(Model_StockHistory::SYMBOL(stock.SYMBOL),
Model_StockHistory::DATE(m_date_range->start_date(), GREATER_OR_EQUAL),
Model_StockHistory::DATE(m_date_range->end_date(), LESS_OR_EQUAL));
std::stable_sort(histData.begin(), histData.end(), SorterByDATE());
if (histData.size() <= 30)
showGridLines = pointDot = true;
else if (histData.size() <= 366)
showGridLines = true;
else
freq = histData.size() / 366;
std::vector<LineGraphData> aData;
for (const auto& hist : histData)
{
if (dataCount % freq == 0)
{
LineGraphData val;
val.xPos = mmGetDateForDisplay(hist.DATE);
const wxDate dateDt = Model_StockHistory::DATE(hist);
if (histData.size() <= 30)
val.label = val.xPos;
else if (precDateDt.IsValid() && dateDt.GetMonth() != precDateDt.GetMonth())
val.label = wxGetTranslation(dateDt.GetEnglishMonthName(dateDt.GetMonth()));
else
val.label = "";
val.amount = hist.VALUE;
aData.push_back(val);
precDateDt = dateDt;
}
dataCount++;
}
if (!aData.empty())
{
hb.addDivRow();
Model_Account::Data* account = Model_Account::instance().get(stock.HELDAT);
hb.addHeader(1, wxString::Format("%s - (%s)", stock.STOCKNAME, account->ACCOUNTNAME));
hb.addDivCol17_67();
hb.addLineChart(aData, stock.STOCKNAME, 0, 1000, 400, pointDot, showGridLines);
hb.endDiv();
hb.endDiv();
}
}
hb.endDiv();
hb.end();
return hb.getHTMLText();
}