Summering av aktiebidrag så att endast en post för varje aktie visas. Sortering genom click på rubrik i listviews

StockHistory/ListViewExtensions.cs

@@ -0,0 +1,62 @@
+namespace StockHistory;
+
+public static class ListViewExtensions
+{
+    public static void EnableSmartSorting(this ListView lv)
+    {
+        lv.ColumnClick += (s, e) =>
+        {
+            if (lv.Tag is not SortState state)
+            {
+                state = new SortState();
+                lv.Tag = state;
+            }
+
+            if (state.Column == e.Column)
+            {
+                state.Order = state.Order == SortOrder.Ascending
+                    ? SortOrder.Descending
+                    : SortOrder.Ascending;
+            }
+            else
+            {
+                state.Column = e.Column;
+                state.Order = SortOrder.Ascending;
+            }
+
+            lv.ListViewItemSorter = new SmartListViewComparer(state.Column, state.Order);
+            lv.Sort();
+
+            UpdateHeaderArrows(lv, state.Column, state.Order);
+            HighlightSortedColumn(lv, state.Column);
+        };
+    }
+
+    private static void UpdateHeaderArrows(ListView lv, int col, SortOrder order)
+    {
+        foreach (ColumnHeader ch in lv.Columns)
+            ch.Text = ch.Text.Replace(" ▲", "").Replace(" ▼", "");
+
+        string arrow = order == SortOrder.Ascending ? " ▲" : " ▼";
+        lv.Columns[col].Text += arrow;
+    }
+
+    private static void HighlightSortedColumn(ListView lv, int col)
+    {
+        foreach (ListViewItem item in lv.Items)
+        {
+            for (int i = 0; i < item.SubItems.Count; i++)
+            {
+                item.SubItems[i].BackColor = i == col
+                    ? Color.FromArgb(235, 245, 255)
+                    : Color.White;
+            }
+        }
+    }
+
+    private class SortState
+    {
+        public int Column = -1;
+        public SortOrder Order = SortOrder.None;
+    }
+}

StockHistory/ListViewItemComparer.cs

@@ -0,0 +1,31 @@
+using System.Collections;
+
+namespace StockHistory;
+
+public class ListViewItemComparer : IComparer
+{
+    private int col;
+    private SortOrder order;
+
+    public ListViewItemComparer(int column, SortOrder order)
+    {
+        col = column;
+        this.order = order;
+    }
+
+    public int Compare(object x, object y)
+    {
+        string a = ((ListViewItem)x).SubItems[col].Text;
+        string b = ((ListViewItem)y).SubItems[col].Text;
+
+        int result;
+
+        // Försök sortera som tal först
+        if (double.TryParse(a, out double da) && double.TryParse(b, out double db))
+            result = da.CompareTo(db);
+        else
+            result = String.Compare(a, b);
+
+        return order == SortOrder.Ascending ? result : -result;
+    }
+}

StockHistory/Models/EquityTemp.cs

@@ -0,0 +1,10 @@
+namespace StockHistory.Models;
+
+public class EquityTemp
+{
+    public string StockCode { get; set; } = string.Empty;
+    public DateTime Bought { get; set; }
+    public decimal BoughtPrice { get; set; }
+    public int Quantity { get; set; }
+    public decimal TotalValue => BoughtPrice * Quantity;
+}

StockHistory/Program.cs

@@ -38,7 +38,7 @@ namespace StockHistory
                     ServiceLifetime.Transient);
 
                  services.AddSingleton<frmStockHistoryInit>();
-                 services.AddScoped<frmStockHistoryAnalyse>();
+                 services.AddTransient<frmStockHistoryAnalyse>();
                  services.AddTransient<IPdfOpener, PdfOpener>();
                  services.AddTransient<IPdfFormatter, PdfFormatter>();
                  services.AddTransient<ITransactionNotesServices, TransactionNotesServices>();

StockHistory/Services/StockEquityServices.cs

@@ -22,17 +22,20 @@ public class StockEquityServices : IStockEquityServices
     public async Task<List<StockEquity>> GetAllAsync(DateTime equityDate)
     {
         return await _dbContext.Stocks
-            .Where(s => s.Bought <= equityDate && s.Sold > equityDate)
+            .Where(s => s.Bought <= equityDate && (s.Sold > equityDate || s.SoldQuant == 0))
             .ToListAsync();
     }
     public async Task GenerateStockVision()
     {
-        var existingNotes = await _notesServices.GetAllAsync();
-        //        foreach (var note in await _notesServices.GetAllAsync())
 
-        foreach (var note in existingNotes)
+        await _dbContext.Stocks.ExecuteDeleteAsync();
+        await _dbContext.SaveChangesAsync();
+
+        var existingNotes = await _notesServices.GetAllAsync();
+
+        foreach (var note in existingNotes.OrderBy(e => e.TransactionDate).ToList())
         {
-            if (note.TransactionType == null) { }
+            if (note.TransactionType == null && note.StockCode != null) { }
             else
             if (note.TransactionType.ToLower() == "köp")
             {
@@ -51,31 +54,49 @@ public class StockEquityServices : IStockEquityServices
             }
             else if (note.TransactionType.ToLower() == "sälj" || note.TransactionType.ToLower() == "försäljning")
             {
-                var equity = await _dbContext.Stocks.FirstOrDefaultAsync(s => s.StockCode == note.StockCode && s.SoldQuant == 0);
+                var equityList = await _dbContext.Stocks.Where(s => s.StockCode == note.StockCode && s.SoldQuant == 0).OrderBy(s => s.Quantity).ToListAsync();
 
-                if (equity != null)
+                if (equityList != null)
                 {
-                    if (note.StockQuantity < equity.Quantity)
+                    var soldQuant = Math.Abs(note.StockQuantity);
+                    foreach (var eq in equityList.OrderBy(e => e.Quantity))
                     {
-                        var splitEquity = new StockEquity
+                        if (soldQuant == 0)
                         {
-                            StockCode = equity.StockCode,
+                            break;
-                            Bought = equity.Bought,
+                        }
-                            BoughtPrice = equity.BoughtPrice,
+                        else
-                            Quantity = equity.Quantity - Math.Abs(note.StockQuantity),
+                        {
-                            Sold = DateTime.MinValue,
+                            if (eq.Quantity <= soldQuant)
-                            SoldPrice = 0m,
+                            {
-                            SoldQuant = 0
+                                eq.Sold = note.TransactionDate;
-                        };
+                                eq.SoldPrice = note.StockPrice;
-                        _dbContext.Stocks.Add(splitEquity);
+                                eq.SoldQuant = eq.Quantity;
-                        await _dbContext.SaveChangesAsync();
+                                soldQuant -= eq.Quantity;
+                                _dbContext.Stocks.Update(eq);
+                                await _dbContext.SaveChangesAsync();
+                            }
+                            else
+                            {
+                                var splitEquity = new StockEquity
+                                {
+                                    StockCode = eq.StockCode,
+                                    Bought = eq.Bought,
+                                    BoughtPrice = eq.BoughtPrice,
+                                    Quantity = soldQuant,
+                                    Sold = note.TransactionDate,
+                                    SoldPrice = note.StockPrice,
+                                    SoldQuant = soldQuant
+                                };
+                                _dbContext.Stocks.Add(splitEquity);
+                                await _dbContext.SaveChangesAsync();
+                                eq.Quantity -= soldQuant;
+                                _dbContext.Stocks.Update(eq);
+                                await _dbContext.SaveChangesAsync();
+                                soldQuant = 0;
+                            }
+                        }
                     }
-                    equity.Quantity = Math.Abs(note.StockQuantity);
-                    equity.Sold = note.TransactionDate;
-                    equity.SoldPrice = note.StockPrice;
-                    equity.SoldQuant = Math.Abs(note.StockQuantity);
-                    _dbContext.Stocks.Update(equity);
-                    await _dbContext.SaveChangesAsync();
                 }
             }
 

StockHistory/SmartListViewComparer.cs

@@ -0,0 +1,63 @@
+using System.Collections;
+using System.Runtime.InteropServices;
+
+namespace StockHistory;
+
+public class SmartListViewComparer : IComparer
+{
+    private readonly int col;
+    private readonly SortOrder order;
+
+    public SmartListViewComparer(int column, SortOrder order)
+    {
+        col = column;
+        this.order = order;
+    }
+
+    public int Compare(object x, object y)
+    {
+        string a = ((ListViewItem)x).SubItems[col].Text;
+        string b = ((ListViewItem)y).SubItems[col].Text;
+
+        // Tomma värden sist
+        if (string.IsNullOrWhiteSpace(a) && string.IsNullOrWhiteSpace(b)) return 0;
+        if (string.IsNullOrWhiteSpace(a)) return order == SortOrder.Ascending ? 1 : -1;
+        if (string.IsNullOrWhiteSpace(b)) return order == SortOrder.Ascending ? -1 : 1;
+
+        int result = CompareSmart(a, b);
+        return order == SortOrder.Ascending ? result : -result;
+    }
+
+    private int CompareSmart(string a, string b)
+    {
+        // Procent
+        if (a.EndsWith("%") && b.EndsWith("%") &&
+            double.TryParse(a.TrimEnd('%'), out double pa) &&
+            double.TryParse(b.TrimEnd('%'), out double pb))
+            return pa.CompareTo(pb);
+
+        // Valuta
+        string ac = a.Replace("kr", "").Replace("$", "").Replace("€", "").Trim();
+        string bc = b.Replace("kr", "").Replace("$", "").Replace("€", "").Trim();
+
+        if (double.TryParse(ac, out double ca) && double.TryParse(bc, out double cb))
+            return ca.CompareTo(cb);
+
+        // Datum
+        if (DateTime.TryParse(a, out DateTime da) && DateTime.TryParse(b, out DateTime db))
+            return da.CompareTo(db);
+
+        // Tal
+        if (double.TryParse(a, out double na) && double.TryParse(b, out double nb))
+            return na.CompareTo(nb);
+
+        // Naturlig sortering
+        return StrCmpLogicalW(a, b);
+    }
+
+    [System.Runtime.InteropServices.DllImport("shlwapi.dll", CharSet = CharSet.Unicode)]
+    private static extern int StrCmpLogicalW(string x, string y);
+}
+
+
+

StockHistory/frmStockHistoryAnalyse.Designer.cs

@@ -37,6 +37,8 @@
             chBought = new ColumnHeader();
             chPrize = new ColumnHeader();
             chNumber = new ColumnHeader();
+            lblTotalValue = new Label();
+            chValue = new ColumnHeader();
             SuspendLayout();
             // 
             // lblHistAnalyseHeader
@@ -87,7 +89,7 @@
             // 
             // lwStocks
             // 
-            lwStocks.Columns.AddRange(new ColumnHeader[] { chStock, chBought, chPrize, chNumber });
+            lwStocks.Columns.AddRange(new ColumnHeader[] { chStock, chBought, chPrize, chNumber, chValue });
             lwStocks.Location = new Point(31, 110);
             lwStocks.Name = "lwStocks";
             lwStocks.Size = new Size(676, 172);
@@ -115,11 +117,25 @@
             chNumber.Text = "Antal";
             chNumber.Width = 100;
             // 
+            // lblTotalValue
+            // 
+            lblTotalValue.AutoSize = true;
+            lblTotalValue.Location = new Point(345, 295);
+            lblTotalValue.Name = "lblTotalValue";
+            lblTotalValue.Size = new Size(16, 15);
+            lblTotalValue.TabIndex = 10;
+            lblTotalValue.Text = "...";
+            // 
+            // chValue
+            // 
+            chValue.Text = "Total";
+            // 
             // frmStockHistoryAnalyse
             // 
             AutoScaleDimensions = new SizeF(7F, 15F);
             AutoScaleMode = AutoScaleMode.Font;
             ClientSize = new Size(800, 450);
+            Controls.Add(lblTotalValue);
             Controls.Add(lwStocks);
             Controls.Add(btnClose);
             Controls.Add(dtpChosenDate);
@@ -142,5 +158,7 @@
         private ColumnHeader chBought;
         private ColumnHeader chPrize;
         private ColumnHeader chNumber;
+        private Label lblTotalValue;
+        private ColumnHeader chValue;
     }
 }

StockHistory/frmStockHistoryAnalyse.cs

@@ -1,4 +1,5 @@
-using StockHistory.Services;
+using StockHistory.Models;
+using StockHistory.Services;
 
 namespace StockHistory;
 
@@ -10,16 +11,20 @@ public partial class frmStockHistoryAnalyse : Form
     {
         InitializeComponent();
         _equityServices = equityServices;
+        lwStocks.EnableSmartSorting();
+
     }
 
     private void btnGenerateStockScheme_Click(object sender, EventArgs e)
     {
         _equityServices.GenerateStockVision().Wait();
+        dtpChosenDate.Value = DateTime.Today;
+        LoadStockListAsync(dtpChosenDate.Value).Wait();
     }
 
     private void btnClose_Click(object sender, EventArgs e)
     {
-        this.Close();
+        this.Hide();
     }
 
     private void dtpChosenDate_ValueChanged(object sender, EventArgs e)
@@ -34,14 +39,60 @@ public partial class frmStockHistoryAnalyse : Form
         // var stocks = await _equityServices.GetAllAsync();
 
         lwStocks.Items.Clear();
-        foreach (var t in stocks)
+        var dTotal = stocks.Sum(s => s.BoughtPrice * s.Quantity);
+        lblTotalValue.Text = dTotal.ToString("C");
+        EquityTemp equityTemp = new EquityTemp
         {
-            var item = new ListViewItem(t.StockCode);
+            StockCode = "Total",
-            item.SubItems.Add(t.Bought.ToString());
+            Bought = DateTime.MinValue,
-            item.SubItems.Add(t.BoughtPrice.ToString());
+            BoughtPrice = 0,
-            item.SubItems.Add(t.Quantity.ToString());
+            Quantity = 0
-            lwStocks.Items.Add(item);
+        };
+
+        foreach (var t in stocks.OrderBy(s => s.StockCode + s.Bought).ToList())
+        {
+            if (t.StockCode != equityTemp.StockCode)
+            {
+                if (equityTemp.StockCode != "Total")
+                {
+                    var item = new ListViewItem(equityTemp.StockCode);
+                    item.SubItems.Add(equityTemp.Bought.ToString());
+                    item.SubItems.Add(equityTemp.BoughtPrice.ToString());
+                    item.SubItems.Add(equityTemp.Quantity.ToString());
+                    item.SubItems.Add((equityTemp.TotalValue).ToString("C"));
+                    lwStocks.Items.Add(item);
+                }
+                equityTemp.StockCode = t.StockCode;
+                equityTemp.Bought = t.Bought;
+                equityTemp.BoughtPrice = t.BoughtPrice;
+                equityTemp.Quantity = t.Quantity;
+                continue;
+            }
+            else
+            {
+                if (t.Bought < equityTemp.Bought)
+                    equityTemp.Bought = t.Bought;
+                if (t.BoughtPrice < equityTemp.BoughtPrice || equityTemp.BoughtPrice == 0)
+                    equityTemp.BoughtPrice = t.BoughtPrice;
+                equityTemp.Quantity += t.Quantity;
+            }
+
         }
+        var l_item = new ListViewItem(equityTemp.StockCode);
+        l_item.SubItems.Add(equityTemp.Bought.ToString());
+        l_item.SubItems.Add(equityTemp.BoughtPrice.ToString());
+        l_item.SubItems.Add(equityTemp.Quantity.ToString());
+        l_item.SubItems.Add((equityTemp.TotalValue).ToString("C"));
+        lwStocks.Items.Add(l_item);
     }
 
+    protected override void OnVisibleChanged(EventArgs e)
+    {
+        base.OnVisibleChanged(e);
+        if (this.Visible)
+        {
+            dtpChosenDate.Value = DateTime.Today;
+            LoadStockListAsync(dtpChosenDate.Value).Wait();
+        }
+    }
 }

StockHistory/frmStockHistoryInit.Designer.cs

@@ -122,6 +122,7 @@
             lwTransactions.TabIndex = 6;
             lwTransactions.UseCompatibleStateImageBehavior = false;
             lwTransactions.View = View.Details;
+//            lwTransactions.ColumnClick += lwTransactions_ColumnClick;
             // 
             // StockCodeHeader
             // 
@@ -224,7 +225,7 @@
             Controls.Add(btnChooseFile);
             Margin = new Padding(3, 2, 3, 2);
             Name = "frmStockHistoryInit";
-            Text = "StockBrokerage";
+            Text = "29";
             ResumeLayout(false);
             PerformLayout();
         }

StockHistory/frmStockHistoryInit.cs

@@ -20,6 +20,9 @@ public partial class frmStockHistoryInit : Form
     private TransactionNote trans = new();
     private bool SHB = false;
     private string pdfFilePath = string.Empty;
+    // Sortering
+    private int _sortColumn = -1;
+    private SortOrder _sortOrder = SortOrder.None;
 
     public frmStockHistoryInit(
         IPdfOpener pdfOpener,
@@ -30,6 +33,7 @@ public partial class frmStockHistoryInit : Form
     )
     {
         InitializeComponent();
+        lwTransactions.EnableSmartSorting();
         _pdfOpener = pdfOpener;
         _pdfFormatter = pdfFormatter;
         _transactionNotes = transactionNotes;
@@ -299,5 +303,7 @@ public partial class frmStockHistoryInit : Form
     {
         _analyseForm.Show();
     }
+
+
 }