def newSummary2(self): types = chart.getSummaryChartTypes(self.app.portfolio) revTypes = dict((v,k) for k, v in types.iteritems()) typeName = self.chartTypesList[self.summary2.currentIndex()] type = revTypes[typeName] self.app.portfolio.setSummaryChart2(type)
def newSummary2(self):
types = chart.getSummaryChartTypes(self.app.portfolio)
revTypes = dict((v, k) for k, v in types.iteritems())
typeName = self.chartTypesList[self.summary2.currentIndex()]
type = revTypes[typeName]
self.app.portfolio.setSummaryChart2(type)
def __init__(self, parent):
QWidget.__init__(self, parent)
self.app = appGlobal.getApp()
portfolio = self.app.portfolio
vbox = QVBoxLayout(self)
vbox.setAlignment(Qt.AlignTop)
frame = QFrame()
frame.setFrameStyle(QFrame.Panel)
frame.setSizePolicy(QSizePolicy(QSizePolicy.Fixed, QSizePolicy.Fixed))
frame.setStyleSheet("QFrame { background: white }")
vbox.addWidget(frame)
grid = QGridLayout(frame)
grid.addWidget(QLabel("<b>Name</b>"), 0, 0)
self.name = QLineEdit()
self.name.setText(portfolio.name)
grid.addWidget(self.name, 0, 1)
self.connect(self.name, SIGNAL("textChanged(QString)"), self.newName)
if portfolio.isBrokerage() or portfolio.isCombined():
grid.addWidget(QLabel("<b>Benchmark</b>"), 1, 0)
portfolios = self.app.prefs.getPortfolios()
choices = []
for name in portfolios:
port = Portfolio(name)
if port.isBenchmark():
choices.append(port.name)
self.benchmarkChoices = choices
self.benchmark = QComboBox()
self.benchmark.addItems(choices)
if portfolio.getBenchmark() in choices:
self.benchmark.setCurrentIndex(choices.index(portfolio.getBenchmark()))
grid.addWidget(self.benchmark, 1, 1)
self.connect(self.benchmark, SIGNAL("currentIndexChanged(int)"), self.newBenchmark)
row = 2
if portfolio.isBrokerage():
brokerFrame = QFrame()
brokerFrame.setFrameStyle(QFrame.StyledPanel)
grid.addWidget(brokerFrame, row, 0, 1, 2)
row += 1
grid2 = QGridLayout(brokerFrame)
grid2.addWidget(QLabel("<b>Brokerage</b>"), 0, 0)
brokers = self.app.plugins.getBrokerages()
choices = ["None"]
text = False
for b in brokers:
choices.append(b.getName())
if b.getName() == portfolio.brokerage:
text = b.getNotes()
self.brokerageChoices = choices
self.brokerage = QComboBox()
self.brokerage.addItems(choices)
if portfolio.brokerage in choices:
self.brokerage.setCurrentIndex(choices.index(portfolio.brokerage))
grid2.addWidget(self.brokerage, 0, 1)
self.connect(self.brokerage, SIGNAL("currentIndexChanged(int)"), self.newBrokerageInfo)
grid2.addWidget(QLabel("<b>Notes</b>"), 1, 0)
self.brokerageNotes = QLabel()
grid2.addWidget(self.brokerageNotes, 1, 1)
self.redoBrokerageNotes()
grid2.addWidget(QLabel("<b>Username</b>"), 2, 0)
self.username = QLineEdit()
if portfolio.username:
self.username.setText(portfolio.username)
grid2.addWidget(self.username, 2, 1)
self.connect(self.username, SIGNAL("textChanged(QString)"), self.newBrokerageInfo)
grid2.addWidget(QLabel("<b>Account</b>"), 3, 0)
self.account = QLineEdit()
if portfolio.account:
self.account.setText(portfolio.account)
else:
self.account.setText("(optional)")
grid2.addWidget(self.account, 3, 1)
self.connect(self.account, SIGNAL("textChanged(QString)"), self.newBrokerageInfo)
buttonBox = QHBoxLayout()
grid2.addLayout(buttonBox, 4, 0, 1, 2)
testImport = QPushButton("Change Account")
self.connect(testImport, SIGNAL("clicked()"), self.changeAccount)
buttonBox.addWidget(testImport)
testImport = QPushButton("Test Import")
self.connect(testImport, SIGNAL("clicked()"), self.testImport)
buttonBox.addWidget(testImport)
buttonBox.addStretch(1)
elif portfolio.isCombined():
combinedFrame = QFrame()
combinedFrame.setFrameStyle(QFrame.StyledPanel)
grid.addWidget(combinedFrame, row, 0, 1, 2)
row += 1
grid2 = QGridLayout(combinedFrame)
grid2.addWidget(QLabel("<b>Components</b>"), 0, 0)
alreadyChecked = portfolio.portPrefs.getCombinedComponents()
self.checks = {}
compFrame = QFrame()
compFrameLayout = QVBoxLayout(compFrame)
for portName in self.app.prefs.getPortfolios():
p = Portfolio(portName)
if p.isBrokerage():
check = QCheckBox(portName)
compFrameLayout.addWidget(check)
# See if already checked
if portName in alreadyChecked:
check.setChecked(True)
self.checks[portName] = check
self.connect(check, SIGNAL("stateChanged(int)"), self.toggleCombined)
grid2.addWidget(compFrame, 0, 1)
self.advancedOptions = QCheckBox("Show advanced options")
self.connect(self.advancedOptions, SIGNAL("clicked()"), self.twiddleAdvanced)
grid.addWidget(self.advancedOptions, row, 0, 1, 2)
row += 1
self.summaryFrame = QFrame()
self.summaryFrame.setFrameStyle(QFrame.StyledPanel)
grid.addWidget(self.summaryFrame, row, 0, 1, 2)
row += 1
grid3 = QGridLayout(self.summaryFrame)
grid3.addWidget(QLabel("<b>Summary Report</b>"), 0, 0)
choices = ["Show current year only", "Show last year", "Show all years"]
if portfolio.getSummaryYears() == "thisYear":
value = 0
elif portfolio.getSummaryYears() == "lastYear":
value = 1
else: # allYears
value = 2
self.reportChoices = choices
self.report = QComboBox()
self.report.addItems(choices)
self.report.setCurrentIndex(value)
grid3.addWidget(self.report, 0, 1)
self.connect(self.report, SIGNAL("currentIndexChanged(int)"), self.newReport)
grid3.addWidget(QLabel("<b>Summary Chart 1</b>"), 1, 0)
self.summary1 = QComboBox()
self.chartTypesList = [v for k,v in chart.getSummaryChartTypes(portfolio).items()]
try:
index = self.chartTypesList.index(chart.getSummaryChartTypes(portfolio)[portfolio.getSummaryChart1()])
except:
index = 0
self.summary1.addItems(self.chartTypesList)
self.summary1.setCurrentIndex(index)
self.connect(self.summary1, SIGNAL("currentIndexChanged(int)"), self.newSummary1)
grid3.addWidget(self.summary1, 1, 1)
grid3.addWidget(QLabel("<b>Summary Chart 2</b>"), 2, 0)
try:
index = self.chartTypesList.index(chart.getSummaryChartTypes(portfolio)[portfolio.getSummaryChart2()])
except:
index = 0
self.summary2 = QComboBox()
self.summary2.addItems(self.chartTypesList)
self.summary2.setCurrentIndex(index)
self.connect(self.summary2, SIGNAL("currentIndexChanged(int)"), self.newSummary2)
grid3.addWidget(self.summary2, 2, 1)
if portfolio.name != "S&P 500":
self.hasDelete = True
self.deleteButton = QPushButton("Delete Portfolio")
self.deleteButton.setSizePolicy(QSizePolicy(QSizePolicy.Fixed, QSizePolicy.Fixed))
self.connect(self.deleteButton, SIGNAL("clicked()"), self.delete)
grid.addWidget(self.deleteButton, row, 0, 1, 2)
row += 1
else:
self.hasDelete = False
self.twiddleAdvanced()
# Set timer for tutorial
if portfolio.name != "Sample Portfolio" and portfolio.name != "S&P 500" and portfolio.name != "Aggressive":
self.tutorialTimer = QTimer()
self.tutorialTimer.setInterval(500)
self.tutorialTimer.setSingleShot(True)
self.connect(self.tutorialTimer, SIGNAL("timeout()"), self.checkTutorial)
self.tutorialTimer.start()
def __init__(self, parent):
QWidget.__init__(self, parent)
self.app = appGlobal.getApp()
portfolio = self.app.portfolio
vbox = QVBoxLayout(self)
vbox.setAlignment(Qt.AlignTop)
frame = QFrame()
frame.setFrameStyle(QFrame.Panel)
frame.setSizePolicy(QSizePolicy(QSizePolicy.Fixed, QSizePolicy.Fixed))
frame.setStyleSheet("QFrame { background: white }")
vbox.addWidget(frame)
grid = QGridLayout(frame)
grid.addWidget(QLabel("<b>Name</b>"), 0, 0)
self.name = QLineEdit()
self.name.setText(portfolio.name)
grid.addWidget(self.name, 0, 1)
self.connect(self.name, SIGNAL("textChanged(QString)"), self.newName)
if portfolio.isBrokerage() or portfolio.isCombined():
grid.addWidget(QLabel("<b>Benchmark</b>"), 1, 0)
portfolios = self.app.prefs.getPortfolios()
choices = []
for name in portfolios:
port = Portfolio(name)
if port.isBenchmark():
choices.append(port.name)
self.benchmarkChoices = choices
self.benchmark = QComboBox()
self.benchmark.addItems(choices)
if portfolio.getBenchmark() in choices:
self.benchmark.setCurrentIndex(
choices.index(portfolio.getBenchmark()))
grid.addWidget(self.benchmark, 1, 1)
self.connect(self.benchmark, SIGNAL("currentIndexChanged(int)"),
self.newBenchmark)
row = 2
if portfolio.isBrokerage():
brokerFrame = QFrame()
brokerFrame.setFrameStyle(QFrame.StyledPanel)
grid.addWidget(brokerFrame, row, 0, 1, 2)
row += 1
grid2 = QGridLayout(brokerFrame)
grid2.addWidget(QLabel("<b>Brokerage</b>"), 0, 0)
brokers = self.app.plugins.getBrokerages()
choices = ["None"]
text = False
for b in brokers:
choices.append(b.getName())
if b.getName() == portfolio.brokerage:
text = b.getNotes()
self.brokerageChoices = choices
self.brokerage = QComboBox()
self.brokerage.addItems(choices)
if portfolio.brokerage in choices:
self.brokerage.setCurrentIndex(
choices.index(portfolio.brokerage))
grid2.addWidget(self.brokerage, 0, 1)
self.connect(self.brokerage, SIGNAL("currentIndexChanged(int)"),
self.newBrokerageInfo)
grid2.addWidget(QLabel("<b>Notes</b>"), 1, 0)
self.brokerageNotes = QLabel()
grid2.addWidget(self.brokerageNotes, 1, 1)
self.redoBrokerageNotes()
grid2.addWidget(QLabel("<b>Username</b>"), 2, 0)
self.username = QLineEdit()
if portfolio.username:
self.username.setText(portfolio.username)
grid2.addWidget(self.username, 2, 1)
self.connect(self.username, SIGNAL("textChanged(QString)"),
self.newBrokerageInfo)
grid2.addWidget(QLabel("<b>Account</b>"), 3, 0)
self.account = QLineEdit()
if portfolio.account:
self.account.setText(portfolio.account)
else:
self.account.setText("(optional)")
grid2.addWidget(self.account, 3, 1)
self.connect(self.account, SIGNAL("textChanged(QString)"),
self.newBrokerageInfo)
buttonBox = QHBoxLayout()
grid2.addLayout(buttonBox, 4, 0, 1, 2)
testImport = QPushButton("Change Account")
self.connect(testImport, SIGNAL("clicked()"), self.changeAccount)
buttonBox.addWidget(testImport)
testImport = QPushButton("Test Import")
self.connect(testImport, SIGNAL("clicked()"), self.testImport)
buttonBox.addWidget(testImport)
buttonBox.addStretch(1)
elif portfolio.isCombined():
combinedFrame = QFrame()
combinedFrame.setFrameStyle(QFrame.StyledPanel)
grid.addWidget(combinedFrame, row, 0, 1, 2)
row += 1
grid2 = QGridLayout(combinedFrame)
grid2.addWidget(QLabel("<b>Components</b>"), 0, 0)
alreadyChecked = portfolio.portPrefs.getCombinedComponents()
self.checks = {}
compFrame = QFrame()
compFrameLayout = QVBoxLayout(compFrame)
for portName in self.app.prefs.getPortfolios():
p = Portfolio(portName)
if p.isBrokerage():
check = QCheckBox(portName)
compFrameLayout.addWidget(check)
# See if already checked
if portName in alreadyChecked:
check.setChecked(True)
self.checks[portName] = check
self.connect(check, SIGNAL("stateChanged(int)"),
self.toggleCombined)
grid2.addWidget(compFrame, 0, 1)
self.advancedOptions = QCheckBox("Show advanced options")
self.connect(self.advancedOptions, SIGNAL("clicked()"),
self.twiddleAdvanced)
grid.addWidget(self.advancedOptions, row, 0, 1, 2)
row += 1
self.summaryFrame = QFrame()
self.summaryFrame.setFrameStyle(QFrame.StyledPanel)
grid.addWidget(self.summaryFrame, row, 0, 1, 2)
row += 1
grid3 = QGridLayout(self.summaryFrame)
grid3.addWidget(QLabel("<b>Summary Report</b>"), 0, 0)
choices = [
"Show current year only", "Show last year", "Show all years"
]
if portfolio.getSummaryYears() == "thisYear":
value = 0
elif portfolio.getSummaryYears() == "lastYear":
value = 1
else: # allYears
value = 2
self.reportChoices = choices
self.report = QComboBox()
self.report.addItems(choices)
self.report.setCurrentIndex(value)
grid3.addWidget(self.report, 0, 1)
self.connect(self.report, SIGNAL("currentIndexChanged(int)"),
self.newReport)
grid3.addWidget(QLabel("<b>Summary Chart 1</b>"), 1, 0)
self.summary1 = QComboBox()
self.chartTypesList = [
v for k, v in chart.getSummaryChartTypes(portfolio).items()
]
try:
index = self.chartTypesList.index(
chart.getSummaryChartTypes(portfolio)[
portfolio.getSummaryChart1()])
except:
index = 0
self.summary1.addItems(self.chartTypesList)
self.summary1.setCurrentIndex(index)
self.connect(self.summary1, SIGNAL("currentIndexChanged(int)"),
self.newSummary1)
grid3.addWidget(self.summary1, 1, 1)
grid3.addWidget(QLabel("<b>Summary Chart 2</b>"), 2, 0)
try:
index = self.chartTypesList.index(
chart.getSummaryChartTypes(portfolio)[
portfolio.getSummaryChart2()])
except:
index = 0
self.summary2 = QComboBox()
self.summary2.addItems(self.chartTypesList)
self.summary2.setCurrentIndex(index)
self.connect(self.summary2, SIGNAL("currentIndexChanged(int)"),
self.newSummary2)
grid3.addWidget(self.summary2, 2, 1)
if portfolio.name != "S&P 500":
self.hasDelete = True
self.deleteButton = QPushButton("Delete Portfolio")
self.deleteButton.setSizePolicy(
QSizePolicy(QSizePolicy.Fixed, QSizePolicy.Fixed))
self.connect(self.deleteButton, SIGNAL("clicked()"), self.delete)
grid.addWidget(self.deleteButton, row, 0, 1, 2)
row += 1
else:
self.hasDelete = False
self.twiddleAdvanced()
# Set timer for tutorial
if portfolio.name != "Sample Portfolio" and portfolio.name != "S&P 500" and portfolio.name != "Aggressive":
self.tutorialTimer = QTimer()
self.tutorialTimer.setInterval(500)
self.tutorialTimer.setSingleShot(True)
self.connect(self.tutorialTimer, SIGNAL("timeout()"),
self.checkTutorial)
self.tutorialTimer.start()
