Added Widget for performance-based all time high

name.abuchen.portfolio.tests/src/name/abuchen/portfolio/math/AllTimeHighPerformanceTest.java

@@ -0,0 +1,137 @@
+package name.abuchen.portfolio.math;
+
+import static org.junit.Assert.assertEquals;
+import static org.junit.Assert.assertTrue;
+import static org.mockito.Mockito.when;
+
+import java.time.LocalDate;
+import java.util.Optional;
+import java.util.OptionalDouble;
+
+import org.junit.Before;
+import org.junit.Test;
+import org.mockito.Mockito;
+
+import name.abuchen.portfolio.snapshot.PerformanceIndex;
+
+public class AllTimeHighPerformanceTest
+{
+    private PerformanceIndex emptyIndex;
+    private PerformanceIndex oneEntryIndex;
+    private PerformanceIndex athAtTheEndIndex;
+    private PerformanceIndex athAtTheBeginnigIndex;
+    private PerformanceIndex athInTheMiddle;
+    private PerformanceIndex bankruptcy;
+    private PerformanceIndex worseThanBankruptcy; // Asset that looses more than 100%
+
+    @Before
+    public void setUp()
+    {
+        emptyIndex = Mockito.mock(PerformanceIndex.class);
+        when(emptyIndex.getAccumulatedPercentage()).thenReturn(new double[] {});
+        when(emptyIndex.getDates()).thenReturn(new LocalDate[] {});
+
+        oneEntryIndex = Mockito.mock(PerformanceIndex.class);
+        when(oneEntryIndex.getAccumulatedPercentage()).thenReturn(new double[] { 0d });
+        when(oneEntryIndex.getDates()).thenReturn(new LocalDate[] { LocalDate.of(2022, 11, 10) });
+
+        athAtTheEndIndex = Mockito.mock(PerformanceIndex.class);
+        when(athAtTheEndIndex.getAccumulatedPercentage()).thenReturn(new double[] { 0d, -.1d, -.1d, -.05d, .1d, .15d});
+        when(athAtTheEndIndex.getDates()).thenReturn(new LocalDate[] { LocalDate.of(2022, 11, 2),
+                        LocalDate.of(2022, 11, 3), LocalDate.of(2022, 11, 4), LocalDate.of(2022, 11, 6),
+                        LocalDate.of(2022, 11, 8), LocalDate.of(2022, 11, 11) });
+
+        athAtTheBeginnigIndex = Mockito.mock(PerformanceIndex.class);
+        when(athAtTheBeginnigIndex.getAccumulatedPercentage()).thenReturn(new double[] { 0d, -.1d, -.1d, -.05d, -.2d, -.15d});
+        when(athAtTheBeginnigIndex.getDates()).thenReturn(new LocalDate[] { LocalDate.of(2022, 11, 2),
+                        LocalDate.of(2022, 11, 3), LocalDate.of(2022, 11, 4), LocalDate.of(2022, 11, 6),
+                        LocalDate.of(2022, 11, 8), LocalDate.of(2022, 11, 11) });
+
+        athInTheMiddle = Mockito.mock(PerformanceIndex.class);
+        when(athInTheMiddle.getAccumulatedPercentage()).thenReturn(new double[] { 0d, -.1d, -.2d, 1d, .5d, 0d});
+        when(athInTheMiddle.getDates()).thenReturn(new LocalDate[] { LocalDate.of(2022, 11, 2),
+                        LocalDate.of(2022, 11, 3), LocalDate.of(2022, 11, 4), LocalDate.of(2022, 11, 6),
+                        LocalDate.of(2022, 11, 8), LocalDate.of(2022, 11, 11) });
+
+        bankruptcy = Mockito.mock(PerformanceIndex.class);
+        when(bankruptcy.getAccumulatedPercentage()).thenReturn(new double[] { 0d, .1d, .23d, -.9d, -1d, -1d});
+        when(bankruptcy.getDates()).thenReturn(new LocalDate[] { LocalDate.of(2022, 11, 2),
+                        LocalDate.of(2022, 11, 3), LocalDate.of(2022, 11, 4), LocalDate.of(2022, 11, 6),
+                        LocalDate.of(2022, 11, 8), LocalDate.of(2022, 11, 11) });
+
+        worseThanBankruptcy = Mockito.mock(PerformanceIndex.class);
+        when(worseThanBankruptcy.getAccumulatedPercentage()).thenReturn(new double[] { 0d, -.1d, -.23d, -.9d, -1d, -1.5d});
+        when(worseThanBankruptcy.getDates()).thenReturn(new LocalDate[] { LocalDate.of(2022, 11, 2),
+                        LocalDate.of(2022, 11, 3), LocalDate.of(2022, 11, 4), LocalDate.of(2022, 11, 6),
+                        LocalDate.of(2022, 11, 8), LocalDate.of(2022, 11, 11) });
+    }
+
+    @Test
+    public void testEmptyIndex()
+    {
+        AllTimeHighPerformance ath = new AllTimeHighPerformance(emptyIndex);
+
+        assertTrue(ath.getDistance().isEmpty());
+        assertTrue(ath.getDate().isEmpty());
+    }
+
+    @Test
+    public void testOneEntryIndex()
+    {
+        AllTimeHighPerformance ath = new AllTimeHighPerformance(oneEntryIndex);
+
+        assertApproximatelyEquals(OptionalDouble.of(0d), ath.getDistance());
+        assertEquals(Optional.of(LocalDate.of(2022, 11, 10)), ath.getDate());
+    }
+
+    @Test
+    public void testATHAtTheEndIndex()
+    {
+        AllTimeHighPerformance ath = new AllTimeHighPerformance(athAtTheEndIndex);
+
+        assertApproximatelyEquals(OptionalDouble.of(0d), ath.getDistance());
+        assertEquals(Optional.of(LocalDate.of(2022, 11, 11)), ath.getDate());
+    }
+
+    @Test
+    public void testATHAtTheBeginningIndex()
+    {
+        AllTimeHighPerformance ath = new AllTimeHighPerformance(athAtTheBeginnigIndex);
+
+        assertApproximatelyEquals(OptionalDouble.of(-.15d), ath.getDistance());
+        assertEquals(Optional.of(LocalDate.of(2022, 11, 2)), ath.getDate());
+    }
+
+    @Test
+    public void testATHInTheMiddleIndex()
+    {
+        AllTimeHighPerformance ath = new AllTimeHighPerformance(athInTheMiddle);
+
+        assertApproximatelyEquals(OptionalDouble.of(-.5d), ath.getDistance());
+        assertEquals(Optional.of(LocalDate.of(2022, 11, 6)), ath.getDate());
+    }
+
+    @Test
+    public void testBankruptcyIndex()
+    {
+        AllTimeHighPerformance ath = new AllTimeHighPerformance(bankruptcy);
+
+        assertApproximatelyEquals(OptionalDouble.of(-1d), ath.getDistance());
+        assertEquals(Optional.of(LocalDate.of(2022, 11, 4)), ath.getDate());
+    }
+
+    @Test
+    public void testWorseThanBankruptcyIndex()
+    {
+        AllTimeHighPerformance ath = new AllTimeHighPerformance(worseThanBankruptcy);
+
+        assertApproximatelyEquals(OptionalDouble.of(-1.5d), ath.getDistance());
+        assertEquals(Optional.of(LocalDate.of(2022, 11, 2)), ath.getDate());
+    }
+
+    private static void assertApproximatelyEquals(OptionalDouble double1, OptionalDouble double2)
+    {
+        assertTrue(double1.isPresent() == double2.isPresent());
+        assertEquals(double1.getAsDouble(), double2.getAsDouble(), 0.00001d);
+    }
+}

name.abuchen.portfolio.tests/src/name/abuchen/portfolio/math/AllTimeHighTest.java → name.abuchen.portfolio.tests/src/name/abuchen/portfolio/math/AllTimeHighPriceTest.java

@@ -13,7 +13,7 @@
 import name.abuchen.portfolio.util.Interval;
 
 @SuppressWarnings("nls")
-public class AllTimeHighTest
+public class AllTimeHighPriceTest
 {
     private Security securityOnePrice;
     private Security securityTenPrices;
@@ -57,7 +57,7 @@ private void buildPrices(Security security, Long[] prices)
     public void testSecurityIsNull()
     {
         Interval interval = Interval.of(securityOnePrice.getPrices().get(0).getDate(), LocalDate.now());
-        AllTimeHigh ath = new AllTimeHigh(null, interval);
+        AllTimeHighPrice ath = new AllTimeHighPrice(null, interval);
 
         assertNull(ath.getDistance());
         assertNull(ath.getValue());
@@ -68,7 +68,7 @@ public void testSecurityIsNull()
     public void testSecurityHasOnlyOnePrice()
     {
         Interval interval = Interval.of(securityOnePrice.getPrices().get(0).getDate(), LocalDate.now());
-        AllTimeHigh ath = new AllTimeHigh(this.securityOnePrice, interval);
+        AllTimeHighPrice ath = new AllTimeHighPrice(this.securityOnePrice, interval);
 
         assertNull(ath.getValue());
         assertNull(ath.getDistance());
@@ -79,7 +79,7 @@ public void testSecurityHasOnlyOnePrice()
     public void testAthValueFor10Prices()
     {
         Interval interval = Interval.of(securityTenPrices.getPrices().get(0).getDate(), LocalDate.now());
-        AllTimeHigh ath = new AllTimeHigh(this.securityTenPrices, interval);
+        AllTimeHighPrice ath = new AllTimeHighPrice(this.securityTenPrices, interval);
 
         assertEquals(Long.valueOf(2133L), ath.getValue());
         assertEquals(-0.47444, ath.getDistance(), 0.00001);
@@ -90,7 +90,7 @@ public void testAthValueFor10Prices()
     public void testAthValueFor7PricesWithDateGaps()
     {
         Interval interval = Interval.of(this.securitySevenPricesWithGaps.getPrices().get(0).getDate(), LocalDate.now());
-        AllTimeHigh ath = new AllTimeHigh(this.securitySevenPricesWithGaps, interval);
+        AllTimeHighPrice ath = new AllTimeHighPrice(this.securitySevenPricesWithGaps, interval);
 
         assertEquals(Long.valueOf(2062L), ath.getValue());
         assertEquals(-0.24005, ath.getDistance(), 0.00001);
@@ -101,7 +101,7 @@ public void testAthValueFor7PricesWithDateGaps()
     public void testAthValueFor10PricesForLargerInterval()
     {
         Interval interval = Interval.of(LocalDate.of(2021, 1, 1), LocalDate.of(2023, 12, 31));
-        AllTimeHigh ath = new AllTimeHigh(this.securityTenPrices, interval);
+        AllTimeHighPrice ath = new AllTimeHighPrice(this.securityTenPrices, interval);
 
         assertEquals(Long.valueOf(2133L), ath.getValue());
         assertEquals(-0.47444, ath.getDistance(), 0.00001);
@@ -112,7 +112,7 @@ public void testAthValueFor10PricesForLargerInterval()
     public void testAthValueFor10PricesForLast2DaysInterval()
     {
         Interval interval = Interval.of(LocalDate.of(2022, 6, 10), LocalDate.of(2022, 6, 11));
-        AllTimeHigh ath = new AllTimeHigh(this.securityTenPrices, interval);
+        AllTimeHighPrice ath = new AllTimeHighPrice(this.securityTenPrices, interval);
 
         assertEquals(Long.valueOf(1121L), ath.getValue());
         assertEquals(0, ath.getDistance(), 0.00001);
@@ -123,7 +123,7 @@ public void testAthValueFor10PricesForLast2DaysInterval()
     public void testAthValueFor10PricesFor5DaysInterval()
     {
         Interval interval = Interval.of(LocalDate.of(2022, 6, 7), LocalDate.of(2022, 6, 10));
-        AllTimeHigh ath = new AllTimeHigh(this.securityTenPrices, interval);
+        AllTimeHighPrice ath = new AllTimeHighPrice(this.securityTenPrices, interval);
 
         assertEquals(Long.valueOf(1500L), ath.getValue());
         assertEquals(-0.4, ath.getDistance(), 0.00001);
@@ -134,7 +134,7 @@ public void testAthValueFor10PricesFor5DaysInterval()
     public void testAthValueFor10PricesForFirst3DaysInterval()
     {
         Interval interval = Interval.of(LocalDate.of(2022, 1, 31), LocalDate.of(2022, 6, 4));
-        AllTimeHigh ath = new AllTimeHigh(this.securityTenPrices, interval);
+        AllTimeHighPrice ath = new AllTimeHighPrice(this.securityTenPrices, interval);
 
         assertEquals(Long.valueOf(699L), ath.getValue());
         assertEquals(0, ath.getDistance(), 0.00001);

name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/Messages.java

@@ -595,6 +595,8 @@ public class Messages extends NLS
     public static String LabelDefaultReferenceAccountName;
     public static String LabelDelta;
     public static String LabelDescription;
+    public static String LabelDistanceFromATHPrice;
+    public static String LabelDistanceFromATHPerformance;
     public static String LabelDoImport;
     public static String LabelDoNotImport;
     public static String LabelEarnings;
@@ -1089,7 +1091,6 @@ public class Messages extends NLS
     public static String SecurityFilterSharesHeldNotZero;
     public static String SecurityListFilter;
     public static String SecurityListFilterDateReached;
-    public static String SecurityListFilterDistanceFromAth;
     public static String SecurityListFilterHideInactive;
     public static String SecurityListFilterLimitPriceExceeded;
     public static String SecurityListFilterOnlyExchangeRates;
@@ -1186,7 +1187,8 @@ public class Messages extends NLS
     public static String TabAccountBalanceChart;
     public static String TabTransactions;
     public static String TitlePasswordDialog;
-    public static String TooltipAllTimeHigh;
+    public static String TooltipAllTimeHighPrice;
+    public static String TooltipAllTimeHighPerformance;
     public static String TooltipAverageHoldingPeriod;
     public static String TooltipDateOfExchangeRate;
     public static String TooltipHintPressAlt;

name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/messages.properties

@@ -594,9 +594,9 @@ ColumnQuoteChange_Description = Percentage change of the quote within the given
 
 ColumnQuoteChange_Option = \u0394 {0}
 
-ColumnQuoteDistanceFromAthPercent = Distance from ATH
+ColumnQuoteDistanceFromAthPercent = Distance from ATH (price)
 
-ColumnQuoteDistanceFromAthPercent_Description = Percentage distance from the last All Time High (ATH) in the chosen period.
+ColumnQuoteDistanceFromAthPercent_Description = Percentage distance from the last price-based All Time High (ATH) in the chosen period.
 
 ColumnQuoteDistanceFromAthPercent_Option = \u0394 ATH {0} %
 
@@ -1202,6 +1202,10 @@ LabelDelta = Delta (for reporting period)
 
 LabelDescription = Description
 
+LabelDistanceFromATHPrice = Security: Distance from ATH (Price)
+
+LabelDistanceFromATHPerformance = Distance from ATH (Performance)
+
 LabelDividendPerShare = dividend payment per shares
 
 LabelDividends = Dividends
@@ -2206,8 +2210,6 @@ SecurityListFilter = Filter securities
 
 SecurityListFilterDateReached = Securities: Date reached
 
-SecurityListFilterDistanceFromAth = Security: Distance from ATH
-
 SecurityListFilterHideInactive = Only active instruments
 
 SecurityListFilterLimitPriceExceeded = Securities: Limit price exceeded
@@ -2394,7 +2396,9 @@ TabTransactions = Transactions
 
 TitlePasswordDialog = Assign password
 
-TooltipAllTimeHigh = All-Time High (ATH) in the last {0} days: {2} ({1})\nCurrent security price: {3} ({4})
+TooltipAllTimeHighPrice = Price-based All-Time High (ATH) in the last {0} days: {3} ({1} days ago, on {2})\nCurrent security price: {4} ({5})
+
+TooltipAllTimeHighPerformance = Performance-based All-Time High (ATH) in the last {0} days: {1} days ago, on {2}
 
 TooltipAverageHoldingPeriod = The average holding period is calculated as follows:\n\n* All trades are included that were in the portfolio at some point within the selected reporting period.\n\n* The holding period of each security results from the time of purchase and sale. Immediate sales are assumed for positions currently held.\n\n* The position weight is calculated from the purchase price of the position relative to the total number of all purchase prices.\n\n* Result "average holding period of all positions" is the sum of the products "holding period * percentage position weight" across all positions.
 

name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/messages_cs.properties

@@ -584,9 +584,9 @@ ColumnQuoteChange_Description = Procentu\u00E1ln\u00ED zm\u011Bna kotace v dan\u
 
 ColumnQuoteChange_Option = \u0394 {0}
 
-ColumnQuoteDistanceFromAthPercent = Vzd\u00E1lenost od ATH
+ColumnQuoteDistanceFromAthPercent = Vzd\u00E1lenost od ATH (cena)
 
-ColumnQuoteDistanceFromAthPercent_Description = Procentu\u00E1ln\u00ED vzd\u00E1lenost od posledn\u00EDho All Time High (ATH) ve zvolen\u00E9m obdob\u00ED.
+ColumnQuoteDistanceFromAthPercent_Description = Procentu\u00E1ln\u00ED vzd\u00E1lenost od posledn\u00EDho cenov\u00E9ho maxima (ATH) ve zvolen\u00E9m obdob\u00ED.
 
 ColumnQuoteDistanceFromAthPercent_Option = \u0394 ATH {0} %
 
@@ -1188,6 +1188,10 @@ LabelDelta = Delta (za sledovan\u00E9 obdob\u00ED)
 
 LabelDescription = Popis
 
+LabelDistanceFromATHPrice = Zabezpe\u010Den\u00ED: Vzd\u00E1lenost od ATH (Cena)
+
+LabelDistanceFromATHPerformance = Vzd\u00E1lenost od ATH (v\u00FDkon)
+
 LabelDividendPerShare = v\u00FDplata dividendy na akcii
 
 LabelDividends = Dividendy
@@ -2190,8 +2194,6 @@ SecurityListFilter = Filtrovat cenn\u00E9 pap\u00EDry
 
 SecurityListFilterDateReached = Cenn\u00E9 pap\u00EDry: dosa\u017Een\u00FD datum
 
-SecurityListFilterDistanceFromAth = Zabezpe\u010Den\u00ED: Vzd\u00E1lenost od ATH
-
 SecurityListFilterHideInactive = Pouze aktivn\u00ED cenn\u00E9 pap\u00EDry
 
 SecurityListFilterLimitPriceExceeded = P\u0159ekro\u010Den\u00ED limitn\u00ED ceny
@@ -2378,7 +2380,9 @@ TabTransactions = Transakce
 
 TitlePasswordDialog = P\u0159i\u0159adit heslo
 
-TooltipAllTimeHigh = All-Time High (ATH) za posledn\u00EDch {0} dn\u00ED: {2} ({1})\nAktu\u00E1ln\u00ED cena cenn\u00E9ho pap\u00EDru: {3} ({4})
+TooltipAllTimeHighPrice = Cenov\u00E9 maximum (ATH) za posledn\u00EDch {0} dn\u00ED: {3} (p\u0159ed {1} dny, dne {2})\nAktu\u00E1ln\u00ED cena cenn\u00E9ho pap\u00EDru: {4} ({5})
+
+TooltipAllTimeHighPerformance = V\u00FDkonnostn\u00ED maximum (ATH) za posledn\u00EDch {0} dn\u00ED: p\u0159ed {1} dny, dne {2}.
 
 TooltipAverageHoldingPeriod = Pr\u016Fm\u011Brn\u00E1 doba dr\u017Een\u00ED se vypo\u010D\u00EDt\u00E1 takto:\n\n* Zahrnuty jsou v\u0161echny obchody, kter\u00E9 byly v portfoliu v ur\u010Dit\u00E9m okam\u017Eiku v r\u00E1mci zvolen\u00E9ho vykazovan\u00E9ho obdob\u00ED.\n\n* Doba dr\u017Eby ka\u017Ed\u00E9ho cenn\u00E9ho pap\u00EDru vypl\u00FDv\u00E1 z okam\u017Eiku n\u00E1kupu a prodeje. U aktu\u00E1ln\u011B dr\u017Een\u00FDch pozic se p\u0159edpokl\u00E1d\u00E1 okam\u017Eit\u00FD prodej.\n\n* V\u00E1ha pozice se vypo\u010D\u00EDt\u00E1 z n\u00E1kupn\u00ED ceny pozice vzhledem k celkov\u00E9mu po\u010Dtu v\u0161ech n\u00E1kupn\u00EDch cen.\n\n* V\u00FDsledek "pr\u016Fm\u011Brn\u00E1 doba dr\u017Een\u00ED v\u0161ech pozic" je sou\u010Dtem sou\u010Din\u016F "doba dr\u017Een\u00ED * procentn\u00ED v\u00E1ha pozice" ve v\u0161ech pozic\u00EDch.
 

name.abuchen.portfolio.ui/src/name/abuchen/portfolio/ui/messages_de.properties

@@ -581,9 +581,9 @@ ColumnQuoteChange_Description = Prozentuale Kurs\u00E4nderung bezogen auf den Ze
 
 ColumnQuoteChange_Option = \u0394 {0}
 
-ColumnQuoteDistanceFromAthPercent = Abstand vom ATH
+ColumnQuoteDistanceFromAthPercent = Abstand vom ATH (Preis)
 
-ColumnQuoteDistanceFromAthPercent_Description = Prozentualer Abstand zum letzten All Time High (ATH) in dem gew\u00E4hlten Zeitraum.
+ColumnQuoteDistanceFromAthPercent_Description = Prozentualer Abstand zum letzten preis-basierten All Time High (ATH) in dem gew\u00E4hlten Zeitraum.
 
 ColumnQuoteDistanceFromAthPercent_Option = \u0394 ATH {0} %
 
@@ -1187,6 +1187,10 @@ LabelDelta = Delta (im Berichtszeitraum)
 
 LabelDescription = Beschreibung
 
+LabelDistanceFromATHPrice = Wertpapier: Abstand vom ATH (Preis)
+
+LabelDistanceFromATHPerformance = Abstand vom ATH (Performance)
+
 LabelDividendPerShare = Dividende pro St\u00FCck
 
 LabelDividends = Dividenden
@@ -2189,8 +2193,6 @@ SecurityListFilter = Wertpapiere filtern
 
 SecurityListFilterDateReached = Wertpapiere: Termin erreicht
 
-SecurityListFilterDistanceFromAth = Wertpapier: Abstand vom ATH
-
 SecurityListFilterHideInactive = Nur aktive Instrumente
 
 SecurityListFilterLimitPriceExceeded = Wertpapiere: Limit \u00FCberschritten
@@ -2377,7 +2379,9 @@ TabTransactions = Ums\u00E4tze
 
 TitlePasswordDialog = Passwort vergeben
 
-TooltipAllTimeHigh = All-Time-High (ATH) in den letzten {0} Tagen: {2} ({1})\nAktueller Kurs: {3} ({4})
+TooltipAllTimeHighPrice = Preis-basiertes All-Time-High (ATH) in den letzten {0} Tagen: {3} (vor {1} Tagen, am {2})\nAktueller Kurs: {4} ({5})
+
+TooltipAllTimeHighPerformance = Performance-basiertes All-Time-High (ATH) in den letzten {0} Tagen: Vor {1} Tagen, am {2}
 
 TooltipAverageHoldingPeriod = Die mittlere Haltedauer errechnet sich wie folgt:\n\n* Es werden alle Trades einbezogen die irgendwann innerhalb des gew\u00E4hlten Berichtszeitraums im Depot waren.\n\n* Die Haltedauer jedes Wertpapiers ergibt sich aus Kauf- und Verkaufszeitpunkt. F\u00FCr aktuell gehaltene Positionen wird ein sofortiger Verkauf unterstellt.\n\n* Das Positionsgewicht errechnet sich aus Kaufpreis der Position relativ zu der Gesamtsumme aller Kaufpreise.\n\n* Ergebnis "mittlere Haltedauer aller Positionen" ergibt sich als Summe der Produkte "Haltedauer * prozentuales Positionsgewicht" \u00FCber alle Positionen.