portfolio icon indicating copy to clipboard operation
portfolio copied to clipboard

Published 20 hours ago • verified publisher icon portfolio-performance

Introduce new event list widget

Open buletti opened this issue 3 years ago • 4 comments

This PR introduces a new widget for the dashboard. The purpose of the new widget is to display a list of events of various types for a given time period. The events list is sorted in chronological order. Depending on the given reporting period the displayed events can be past events, current events or upcoming events.

The widget currently supports the following different types of events:

  • Calendar events
    • Holidays
  • Account events
    • Interest payment/booking
  • Security events
    • Dividend declaration(*)
    • Dividend record date(*)
    • Ex-dividend date(*)
    • Dividend payday(*)
    • Dividend payment/booking
    • Shareholder meeting(*)
    • Earnings report(*)
    • Stock split
    • Note/custom event

Changes:

  • added the new event list widget
  • extended the existing security event types of the model; new types marked by (*) above
  • adjusted the UI to also create events for the new security event types
    • adjusted context menus
    • adjusted event creation wizard pages

Limitations:

  • translation is quick and dirty; created with google translate
  • for the event type markers I reused already existing icons. I think they are working ok, but using specifically designed icons would of course be nicer

Screenshots:

A demo dashboard with event list widgets of various reporting periods: pp_event_list_widget

The adjusted context menu in the statement of assets listing: pp_events_context_menu_soa

The adjusted context menu in the statement of assets pane: pp_events_context_menu_soa_pane

An example creation dialog page for an earnings report event: pp_earnings_report_event_dialog

The unchanged creation dialog page for a custom event with a free-form text input field: pp_custom_event_dialog

Attachments:

buletti avatar Jan 07 '22 15:01 buletti

I like the idea. I need more time to review (the update to the protobuf serialization is definitely missing). Today, I am looking only at the "easy/small" changes to put together a release

buchen avatar Jan 09 '22 15:01 buchen

Thanks Andreas. Protobuf support added

buletti avatar Jan 09 '22 17:01 buletti

Is there any way I can help to move this along?

buletti avatar Mar 30 '22 06:03 buletti

This looks awesome! Thought I'd add a comment to bump this & deliver a big Kudos to you @buletti !

heldic avatar Jun 15 '22 10:06 heldic

Please take a look on #3099

cla-azzarello avatar Dec 29 '22 15:12 cla-azzarello

@buletti :

Is there any way I can help to move this along?

Perhaps you could rebase this on master from time to time, to keep in more "ready" state? Currently Github says "This branch has conflicts that must be resolved".

pfalcon avatar May 27 '23 11:05 pfalcon