Add percentage change dashboard widgets#5581
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weezy-git-it wants to merge 1 commit intoportfolio-performance:masterfrom
Open
Add percentage change dashboard widgets#5581weezy-git-it wants to merge 1 commit intoportfolio-performance:masterfrom
weezy-git-it wants to merge 1 commit intoportfolio-performance:masterfrom
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Add two new dashboard widgets: 1. Percentage Change (Statement of Assets category): Shows the percentage change of total assets for a selectable reporting period, comparing the end value to the start value. 2. Earnings Percentage Change YoY (Earnings category): Shows the year-over-year percentage change of earnings. Supports filtering by earning type (dividends, interest, or both) via context menu. Both widgets integrate with the existing reporting period and data series configuration. Made EarningType and EarningTypeConfig public to allow reuse from WidgetFactory. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Summary
Percentage Change widget (Statement of Assets category): Shows the percentage change of total assets for the selected reporting period, comparing end value to start value. Calculation:
(end - start) / start × 100.Earnings Percentage Change YoY widget (Earnings category): Shows the year-over-year percentage change of earnings. Users can filter by earning type (dividends, interest, or both) via the context menu.
Both widgets support the standard reporting period and data series configuration via context menu.
Changes
WidgetFactory.java: AddedPERCENTAGE_CHANGEandEARNINGS_PERCENTAGE_CHANGE_YOYwidget definitions with helper methodsreadEarningType()andsumEarnings()EarningType.java/EarningTypeConfig.java: Changed visibility from package-private to public for reuse fromWidgetFactoryMessages.java,messages.properties,messages_de.properties: Added labels for both widgetsTest plan
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