/// <summary>
/// Resets the right sidebar with its details
/// </summary>
private void cleanRightSidebar()
{
foreach (Control groupBox in panelRight.Controls)
{
if (groupBox is GroupBox)
{
foreach (Control x in groupBox.Controls)
{
if (x is Label && ((Label)x).Name.Contains("Input"))
{
x.Text = "...";
}
else if (x is Panel)
{
foreach (Control y in x.Controls)
{
if (y is Label && ((Label)y).Name.Contains("Input"))
{
y.Text = "...";
}
}
}
}
}
}
gbDetails.Text = "Wertpapier";
selectedStock = null;
nupQuantity.Value = 0;
}
/// <summary>
/// updates the latest stock prices in listview
/// </summary>
private async void updateStockPricesInListView()
{
mainForm.notifyUser(FrmMain.NotifyType.PrepareMessage, "Aktuellste Wertpapierdaten werden abgefragt...");
for (int i = 0; i < lvWatchlist.Items.Count; i++)
{
StockListitem slItem = (StockListitem)lvWatchlist.Items[i].Tag;
FinanceAPI rest = new FinanceAPI(webFinanceStrategy, slItem.symbol);
Task <SingleQuote> taskStockData = Task.Run(() => rest.getLatestQuote());
SingleQuote stockData = await taskStockData;
if (stockData != null)
{
if (webFinanceStrategy == FinanceAPI.FinanceStrategies.Yahoo)
{
var yahooStock = (YahooSingleQuote)stockData;
slItem.BookValue = yahooStock.BookValue;
slItem.MarketCapitalization = yahooStock.MarketCapitalization;
slItem.FiftydayMovingAverage = yahooStock.FiftydayMovingAverage;
slItem.TwoHundreddayMovingAverage = yahooStock.TwoHundreddayMovingAverage;
}
slItem.Change = stockData.Change;
slItem.PriceCurrent = Convert.ToDouble(stockData.CurrentPrice);
lvWatchlist.Items[i] = new ListViewItem(slItem.toStringArray(webFinanceStrategy));
lvWatchlist.Items[i].Tag = slItem;
}
}
mainForm.notifyUser(FrmMain.NotifyType.StatusMessage);
}
/// <summary>
/// Deletes stock-watchlist mapping
/// </summary>
/// <param name="item">WatchlistStock entity</param>
public void deleteStockFromWatchlist(StockListitem item)
{
if (ConnectionState == true)
{
if (item.StockID == 0)
{
var a = checkExistingStocksItem(item);
item.StockID = a.StockID;
}
var sequenzT = (from mp in db.UserLines
where mp.StocksMapID == item.StocksMapID
select mp);
db.UserLines.DeleteAllOnSubmit(sequenzT);
db.SubmitChanges();
var sequenz = (from mp in db.StocksMap
where mp.Category == 'w'
where mp.StocksMapID == item.StocksMapID
select mp);
if (sequenz.Any() && sequenz.First() != null)
{
db.StocksMap.DeleteOnSubmit(sequenz.First());
db.SubmitChanges();
}
}
}
public StockChartView(StockListitem stock, FinanceAPI.FinanceStrategies webFinanceStrategy)
{
InitializeComponent();
this.stock = stock;
this.webFinanceStrategy = webFinanceStrategy;
setParameters();
drawChartAsync();
getAllLinesAsync();
}
/// <summary>
/// Draws the chart for stock
/// </summary>
private void drawChart(StockListitem stockItem = null)
{
panelChart.Controls.Clear();
if (stockItem != null)
{
MoneyMakerView view = new StockChartView(stockItem, webFinanceStrategy, startDate, endDate);
view.Dock = DockStyle.Fill;
panelChart.Controls.Add(view);
}
}
public StockChartView(StockListitem stock, FinanceAPI.FinanceStrategies webFinanceStrategy, DateTime startDate, DateTime endDate)
{
InitializeComponent();
this.stock = stock;
this.webFinanceStrategy = webFinanceStrategy;
this.startDate = startDate;
this.endDate = endDate;
setParameters();
drawChartAsync();
getAllLinesAsync();
}
public static string toPriceFormat(this StockListitem quote, decimal?value)
{
if (value != null)
{
return(((double)value).ToString("0.00") + " " + quote.Currency.Symbol);
}
else
{
return("0.00" + quote.Currency.Symbol);
}
}
/// <summary>
/// Check if the stock already exists
/// </summary>
/// <param name="stock">the stock data to check</param>
/// <returns>Stocks database entity</returns>
private Stocks checkExistingStocksItem(StockListitem stock)
{
Stocks result = null;
if (ConnectionState == true)
{
result = (from st in db.Stocks
where st.Symbol == stock.symbol
select st).FirstOrDefault();
}
return(result);
}
/// <summary>
/// Stores the stock to database if bank has money
/// </summary>
private async void saveStockAsync(StockListitem watchlistStock)
{
mainForm.notifyUser(FrmMain.NotifyType.PrepareMessage, "Wertpapier wird gekauft...");
FinanceAPI rest = new FinanceAPI(webFinanceStrategy, watchlistStock.symbol);
Task <SingleQuote> taskStockData = Task.Run(() => rest.getLatestQuote());
stockLatestPrice = await taskStockData;
if (stockLatestPrice != null)
{
watchlistStock.PurchaseDate = DateTime.Now;
watchlistStock.PricePurchase = stockLatestPrice.CurrentPrice;
watchlistStock.PriceCurrent = (double)stockLatestPrice.CurrentPrice;
if (webFinanceStrategy == FinanceAPI.FinanceStrategies.Yahoo)
{
var yahooStock = stockLatestPrice as YahooSingleQuote;
watchlistStock.BookValue = yahooStock.BookValue;
watchlistStock.MarketCapitalization = yahooStock.MarketCapitalization;
watchlistStock.FiftydayMovingAverage = yahooStock.FiftydayMovingAverage;
watchlistStock.TwoHundreddayMovingAverage = yahooStock.TwoHundreddayMovingAverage;
}
decimal totalSum = Convert.ToDecimal(watchlistStock.PriceCurrent * watchlistStock.Quantity);
var bank = bankModel.getBank();
if (totalSum <= bank.AccountBalance)
{
Task <int> insertTask = Task.Run(() => depotModel.insertStockToDepot(watchlistStock));
int id = await insertTask;
if (id > 0)
{
depotModel.saveTransaction(TransactionItem.TransactionTypeEnum.Purchase, watchlistStock);
watchlistStock.StocksMapID = id;
// Add to listview
var lvItem = new ListViewItem(watchlistStock.toStringArray());
lvItem.Tag = watchlistStock;
lvDepot.Items.Add(lvItem);
// Draw Chart
selectedStock = watchlistStock;
loadChartDataAsync(selectedStock);
}
}
else
{
MessageBox.Show("Nicht genügend Geld auf der Bank");
}
}
mainForm.notifyUser(FrmMain.NotifyType.StatusMessage);
}
/// <summary>
/// Additional stock data (book value, market capilization, etc.)
/// </summary>
private void additionalStockData(StockListitem selectedStock)
{
if (selectedStock != null)
{
int height = 30;
var fullHeight = (height) * 4;
if (gbDetails.Controls.ContainsKey("pnDetailsAdditional"))
{
gbDetails.Controls.RemoveByKey("pnDetailsAdditional");
gbDetails.Size = new Size(gbDetails.Size.Width, (gbDetails.Size.Height - fullHeight));
pnDetails.Location = new Point(pnDetails.Location.X, pnDetails.Location.Y - fullHeight);
gbBestand.Location = new Point(gbBestand.Location.X, gbBestand.Location.Y - fullHeight);
gbPurchaseData.Location = new Point(gbPurchaseData.Location.X, gbPurchaseData.Location.Y - fullHeight);
}
if (webFinanceStrategy == FinanceAPI.FinanceStrategies.Yahoo)
{
var topControl = pnDetails.Location;
// Make box bigger
gbDetails.Size = new Size(gbDetails.Size.Width, (gbDetails.Size.Height + fullHeight));
pnDetails.Location = new Point(pnDetails.Location.X, pnDetails.Location.Y + fullHeight);
gbBestand.Location = new Point(gbBestand.Location.X, gbBestand.Location.Y + fullHeight);
gbPurchaseData.Location = new Point(gbPurchaseData.Location.X, gbPurchaseData.Location.Y + fullHeight);
string[] additionalStockDataLabel = { "Buchwert", "Marktkap.", "50-Tage", "250-Tage" };
string[] additionalStockData = { selectedStock.BookValue.ToString(), selectedStock.MarketCapitalization, selectedStock.FiftydayMovingAverage.ToString(), selectedStock.TwoHundreddayMovingAverage.ToString() };
Panel pnDetailsAdditional = new Panel();
pnDetailsAdditional.Name = "pnDetailsAdditional";
pnDetailsAdditional.Location = new Point(10, topControl.Y + 7);
pnDetailsAdditional.Size = new Size(216, fullHeight);
gbDetails.Controls.Add(pnDetailsAdditional);
for (int i = 0; i < 4; i++)
{
Label labelInfo = new Label();
labelInfo.Size = new Size(60, height);
labelInfo.Text = additionalStockDataLabel[i];
labelInfo.Location = new Point(0, (height * i));
Label labelBox = new Label();
labelBox.Text = additionalStockData[i];
labelBox.Size = new Size(90, height);
labelBox.Location = new Point(67, (height * i));
pnDetailsAdditional.Controls.Add(labelInfo);
pnDetailsAdditional.Controls.Add(labelBox);
}
}
}
}
/// <summary>
/// Inserts stock into database and maps with watchlist
/// </summary>
/// <param name="stock">the stock data</param>
public int insertStockToDepot(StockListitem stock)
{
int insertID = 0;
if (ConnectionState == true)
{
// Stock exists?
Stocks existingItem = null;
// Non existing, then insert
if (db.Stocks.Any())
{
existingItem = db.Stocks.Where(st => st.Symbol == stock.symbol).SingleOrDefault();
db.SubmitChanges();
}
if (existingItem == null)
{
db.Stocks.InsertOnSubmit(new Stocks
{
Symbol = stock.symbol,
Name = stock.name,
StockExchange = stock.exch,
Typ = stock.typeDisp
});
db.SubmitChanges();
existingItem = db.Stocks.FirstOrDefault(st => st.Symbol == stock.symbol);
}
int stockID = existingItem.StockID;
var stocksMap = new StocksMap {
Category = 'd',
CategoryID = stock.CategoryID,
StockID = stockID,
Quantity = stock.Quantity,
PurchaseDate = DateTime.Now,
PurchasePrice = Convert.ToDecimal(stock.PricePurchase),
};
// Map stock with watchlist
db.StocksMap.InsertOnSubmit(stocksMap);
db.SubmitChanges();
insertID = stocksMap.StocksMapID;
}
return(insertID);
}
/// <summary>
/// Selects the stock which the user searched for
/// </summary>
private void btnGetStock_Click(object sender, EventArgs e)
{
ComboBox cbMultiLine = stockSearchView.SearchBox;
StockListitem watchlistStock = new StockListitem();
YahooStockSearchResult selectedItem = (YahooStockSearchResult)cbMultiLine.SelectedItem;
// Add Stock to List
if (selectedItem != null)
{
watchlistStock = depotModel.buildWatchlistStockItem(selectedItem, nupStockQuantity.Value);
selectedStock = watchlistStock;
makeBuyProposition();
}
}
/// <summary>
/// Prepares data for stock chart and detail view
/// </summary>
private async void loadChartDataAsync(StockListitem selectedItem = null)
{
if (selectedItem != null)
{
mainForm.notifyUser(FrmMain.NotifyType.PrepareMessage, "Wertpapierdaten für " + selectedItem.name + " werden abgefragt...");
FinanceAPI rest = new FinanceAPI(webFinanceStrategy, selectedItem.symbol);
drawChart(selectedItem);
Task <SingleQuote> taskStockData = Task.Run(() => rest.getLatestQuote());
stockLatestPrice = await taskStockData;
fillRightSidebarWithData();
mainForm.notifyUser(FrmMain.NotifyType.StatusMessage);
}
}
/// <summary>
/// Adds stock to watchlist
/// </summary>
private void btnAddStock_Click(object sender, EventArgs e)
{
ComboBox cbMultiLine = stockSearchView.SearchBox;
StockListitem watchlistStock = new StockListitem();
YahooStockSearchResult selectedItem = (YahooStockSearchResult)cbMultiLine.SelectedItem;
// Add Stock to List
if (selectedItem != null)
{
watchlistStock = model.buildWatchlistStockItem(watchlist.WatchListID, selectedItem, nupStockQuantity.Value);
// Save to data
insertStockAsync(watchlistStock);
updateStockPricesInListView();
}
}
/// <summary>
/// Inserts stock into database and maps with watchlist
/// </summary>
/// <param name="stock">the stock data</param>
public int insertStockToWatchlist(StockListitem stock)
{
int insertID = 0;
if (ConnectionState == true)
{
// Stock exists?
Stocks existingItem;
// Non existing, then insert
existingItem = checkExistingStocksItem(stock);
if (existingItem == null)
{
db.Stocks.InsertOnSubmit(new Stocks
{
Symbol = stock.symbol,
Name = stock.name,
StockExchange = stock.exch,
Typ = stock.typeDisp
});
db.SubmitChanges();
existingItem = checkExistingStocksItem(stock);
}
int stockID = existingItem.StockID;
var stocksMap = new StocksMap
{
Category = 'w',
CategoryID = stock.CategoryID,
StockID = stockID,
Quantity = stock.Quantity,
PurchaseDate = DateTime.Now,
PurchasePrice = Convert.ToDecimal(stock.PricePurchase),
};
// Map stock with watchlist
db.StocksMap.InsertOnSubmit(stocksMap);
db.SubmitChanges();
insertID = stocksMap.StocksMapID;
}
return(insertID);
}
/// <summary>
/// Changes the selected item
/// </summary>
private void lvDepot_MouseClick(object sender, MouseEventArgs e)
{
if (e.Button == MouseButtons.Left)
{
Point mousePos = lvDepot.PointToClient(Control.MousePosition);
ListViewHitTestInfo hitTest = lvDepot.HitTest(mousePos);
var firstSelected = hitTest.Item;
if (firstSelected?.Tag != null)
{
selectedStock = (StockListitem)firstSelected.Tag;
loadChartDataAsync(selectedStock);
}
else
{
cleanRightSidebar();
}
}
}
/// <summary>
/// prepares data for stock chart and detail view
/// </summary>
private async void loadChartDataAsync(StockListitem selectedItem)
{
if (selectedItem != null)
{
mainForm.notifyUser(FrmMain.NotifyType.PrepareMessage, "Chart wird gezeichnet...");
FinanceAPI rest = new FinanceAPI(webFinanceStrategy, selectedItem.symbol);
drawChart(selectedItem);
Task <SingleQuote> taskStockData = Task.Run(() => rest.getLatestQuote());
stockLatestPrice = await taskStockData;
if (stockLatestPrice != null)
{
fillRightSidebarWithData();
additionalStockData(selectedItem);
mainForm.notifyUser(FrmMain.NotifyType.StatusMessage);
}
}
}
/// <summary>
/// Inserts the stock to the watchlist
/// </summary>
private async void insertStockAsync(StockListitem watchlistStock)
{
mainForm.notifyUser(FrmMain.NotifyType.PrepareMessage, "Aktie wird gespeichert...");
FinanceAPI rest = new FinanceAPI(webFinanceStrategy, watchlistStock.symbol);
Task <SingleQuote> taskStockData = Task.Run(() => rest.getLatestQuote());
stockLatestPrice = await taskStockData;
if (stockLatestPrice != null)
{
watchlistStock.Change = stockLatestPrice.Change;
watchlistStock.PurchaseDate = DateTime.Now;
watchlistStock.PricePurchase = stockLatestPrice.CurrentPrice;
watchlistStock.PriceCurrent = Convert.ToDouble(stockLatestPrice.CurrentPrice);
watchlistStock.StocksMapID = model.insertStockToWatchlist(watchlistStock);
if (webFinanceStrategy == FinanceAPI.FinanceStrategies.Yahoo)
{
var yahooStock = stockLatestPrice as YahooSingleQuote;
watchlistStock.BookValue = yahooStock.BookValue;
watchlistStock.MarketCapitalization = yahooStock.MarketCapitalization;
watchlistStock.FiftydayMovingAverage = yahooStock.FiftydayMovingAverage;
watchlistStock.TwoHundreddayMovingAverage = yahooStock.TwoHundreddayMovingAverage;
}
selectedStock = watchlistStock;
loadChartDataAsync(watchlistStock);
// Add to listview
var lvItem = new ListViewItem(watchlistStock.toStringArray());
lvItem.Tag = watchlistStock;
lvWatchlist.Items.Add(lvItem);
}
else
{
MessageBox.Show("Es konnten keine Preisinformationen für das Wertpapier gefunden werden.");
}
mainForm.notifyUser(FrmMain.NotifyType.StatusMessage);
}
/// <summary>
/// Removes stock from watchlist
/// </summary>
private async void btnDeleteStock_Click(object sender, EventArgs e)
{
btnDeleteStock.Visible = false;
if (lvWatchlist.SelectedItems.Count > 0)
{
mainForm.notifyUser(FrmMain.NotifyType.PrepareMessage, "Wertpapiere werden aus der Watchlist entfernt...");
var selected = lvWatchlist.SelectedItems;
foreach (ListViewItem item in selected)
{
StockListitem wls = (StockListitem)item.Tag;
Task task = Task.Run(() => model.deleteStockFromWatchlist(wls));
await task;
}
selectedStock = null;
refreshWatchlistDataAsync();
cleanRightSidebar();
panelChart.Controls.Clear();
mainForm.notifyUser(FrmMain.NotifyType.StatusMessage);
}
}
/// <summary>
/// Saves the transaction (purchase or sale)
/// </summary>
/// <param name="type">The transaction type : s(ales), c(harge), t(akeoff), p(urchase)</param>
/// <param name="stock">the stock data</param>
public void saveTransaction(TransactionItem.TransactionTypeEnum type, StockListitem stock)
{
BankAccountModel bankModel = new BankAccountModel();
var bank = bankModel.getBank();
var ttype = (type == TransactionItem.TransactionTypeEnum.Purchase) ? 'p' : 's';
var totalSum = (decimal)stock.PricePurchase * (decimal)stock.Quantity;
if (ConnectionState == true && bank != null)
{
if (totalSum <= bank.AccountBalance)
{
decimal change = 0;
switch (type)
{
case TransactionItem.TransactionTypeEnum.Sales: change += totalSum; break;
case TransactionItem.TransactionTypeEnum.Purchase: change -= totalSum; break;
}
var bankQuery = (from bk in db.BankAccount
where bk.BankAccountID == bank.BankAccountID
select bk).First();
bankQuery.AccountBalance += change;
db.SubmitChanges();
db.Transactions.InsertOnSubmit(new Transactions
{
Description = stock.Quantity + " - " + stock.name,
BankAccountID = bank.BankAccountID,
Created = DateTime.Now,
Amount = totalSum,
TransactionType = ttype,
});
db.SubmitChanges();
}
}
}
/// <summary>
/// Default constructor
/// </summary>
public UserlineModel(StockListitem stock, Color lineColor = default(Color), int lineThickness = 1)
{
this.stock = stock;
this.lineColor = lineColor;
this.lineThickness = lineThickness;
}
/// <summary>
/// Sales the stock and saves the transaction
/// </summary>
public void removeStock(StockListitem stock, decimal quantity)
{
if (ConnectionState == true)
{
var query = (from ds in db.StocksMap
where ds.StocksMapID == stock.StocksMapID
select ds).FirstOrDefault();
if (query != null)
{
if (quantity < stock.Quantity)
{
query.Quantity -= (int)quantity;
}
else if (quantity == stock.Quantity)
{
db.UserLines.DeleteAllOnSubmit(query.UserLines);
db.StocksMap.DeleteOnSubmit(query);
}
db.SubmitChanges();
BankAccountModel bankModel = new BankAccountModel();
var bank = bankModel.getBank();
var valueBought = quantity * query.PurchasePrice;
var valueSold = quantity * Convert.ToDecimal(stock.PriceCurrent);
db.Transactions.InsertOnSubmit(new Transactions
{
Description = quantity + " - " + stock.name,
BankAccountID = bank.BankAccountID,
Created = DateTime.Now,
Amount = valueSold,
TransactionType = 's',
});
var capitalGainTax = SettingsModel.getInstance().getCapitalGainTax();
if (capitalGainTax > 0)
{
decimal valueTax = 0;
var taxType = "";
char taxTransType = 'x';
if (valueSold > valueBought) // Profit
{
valueTax = Convert.ToDecimal(valueSold - valueBought) * (capitalGainTax / 100);
taxType = "Kapitalerstragssteuer nach Verkauf - " + stock.name;
}
else if (valueSold < valueBought) // Loss
{
valueTax = Convert.ToDecimal(valueBought - valueSold) * (capitalGainTax / 100);
taxType = "Steuergutschrift durch Verkauf - " + stock.name;
taxTransType = 'y';
}
db.Transactions.InsertOnSubmit(new Transactions
{
Description = taxType,
BankAccountID = bank.BankAccountID,
Created = DateTime.Now,
Amount = valueTax,
TransactionType = taxTransType,
});
}
db.SubmitChanges();
}
}
}
/// <summary>
/// updates the latest stock prices in listview
/// </summary>
private async void updateStockPricesInListViewAsync()
{
mainForm.notifyUser(FrmMain.NotifyType.PrepareMessage, "Wertpapierdaten werden aktualisiert...");
double depotCurrent = 0.00;
double depotStart = 0.00;
for (int i = 0; i < lvDepot.Items.Count && lvDepot.Items.Count > 0; i++)
{
StockListitem slItem = (StockListitem)lvDepot.Items[i].Tag;
FinanceAPI rest = new FinanceAPI(webFinanceStrategy, slItem.symbol);
Task <SingleQuote> taskStockData = Task.Run(() => rest.getLatestQuote());
SingleQuote stockData = await taskStockData;
if (stockData != null && null != lvDepot.Items[i])
{
if (webFinanceStrategy == FinanceAPI.FinanceStrategies.Yahoo)
{
var yahooStock = (YahooSingleQuote)stockData;
slItem.BookValue = yahooStock.BookValue;
slItem.MarketCapitalization = yahooStock.MarketCapitalization;
slItem.FiftydayMovingAverage = yahooStock.FiftydayMovingAverage;
slItem.TwoHundreddayMovingAverage = yahooStock.TwoHundreddayMovingAverage;
}
slItem.Change = stockData.Change;
slItem.PriceCurrent = Convert.ToDouble(stockData.CurrentPrice);
lvDepot.Items[i] = new ListViewItem(slItem.toStringArray(webFinanceStrategy));
lvDepot.Items[i].Tag = slItem;
if (slItem.Currency.ShortCode == defaultCurrency)
{
depotCurrent += (double)slItem.PriceCurrent * (double)slItem.Quantity;
depotStart += (double)slItem.PricePurchase * (double)slItem.Quantity;
}
else
{
string currencyPair = "" + slItem.Currency.ShortCode + defaultCurrency;
if (!currencyRates.ContainsKey(currencyPair))
{
Task <CurrencyRate> taskCurrencyData = Task.Run(() => new FinanceAPI(webFinanceStrategy, currencyPair).getCurrencyRate());
CurrencyRate currencyRate = await taskCurrencyData;
if (currencyRate != null)
{
depotCurrent += (double)slItem.PriceCurrent * (double)slItem.Quantity * currencyRate.Rate;
depotStart += (double)slItem.PricePurchase * (double)slItem.Quantity * currencyRate.Rate;
currencyRates.Add(currencyPair, currencyRate.Rate);
}
}
else
{
depotCurrent += (double)slItem.PriceCurrent * (double)slItem.Quantity * currencyRates[currencyPair];
depotStart += (double)slItem.PricePurchase * (double)slItem.Quantity * currencyRates[currencyPair];
}
}
}
}
lblDepotCurrent.Text = depotCurrent.ToString("0.00");
lblDepotStart.Text = depotStart.ToString("0.00");
calculateDepotChanges();
mainForm.notifyUser(FrmMain.NotifyType.StatusMessage);
}
public static string toPriceFormat(this StockListitem quote, double value)
{
return(value.ToString("0.00") + " " + quote.Currency.Symbol);
}
