Package com.opengamma.master.portfolio

Examples of com.opengamma.master.portfolio.PortfolioDocument$Meta

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    final PositionMaster positionMaster = getToolContext().getPositionMaster();
    final SecurityMaster securityMaster = getToolContext().getSecurityMaster();

    final ManageablePortfolioNode rootNode = new ManageablePortfolioNode(portfolioName);
    final ManageablePortfolio portfolio = new ManageablePortfolio(portfolioName, rootNode);
    final PortfolioDocument portfolioDoc = new PortfolioDocument();
    portfolioDoc.setPortfolio(portfolio);

    for (final FinancialSecurity security : securities) {
      final SecurityDocument securityToAddDoc = new SecurityDocument();
      securityToAddDoc.setSecurity(security);
      securityMaster.add(securityToAddDoc);
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   *
   * @param portfolio  the portfolio to add, not null
   * @return the added document, not null
   */
  protected PortfolioDocument addPortfolio(ManageablePortfolio portfolio) {
    return getToolContext().getPortfolioMaster().add(new PortfolioDocument(portfolio));
  }
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      final Timestamp correctionTo = rs.getTimestamp("CORR_TO_INSTANT");
      final String name = StringUtils.defaultString(rs.getString("PORTFOLIO_NAME"));
      final DocumentVisibility visibility = DocumentVisibility.ofLevel(rs.getShort("VISIBILITY"));
      _portfolio = new ManageablePortfolio(name);
      _portfolio.setUniqueId(createUniqueId(portfolioOid, portfolioId));
      final PortfolioDocument doc = new PortfolioDocument(_portfolio);
      doc.setVersionFromInstant(DbDateUtils.fromSqlTimestamp(versionFrom));
      doc.setVersionToInstant(DbDateUtils.fromSqlTimestampNullFarFuture(versionTo));
      doc.setCorrectionFromInstant(DbDateUtils.fromSqlTimestamp(correctionFrom));
      doc.setCorrectionToInstant(DbDateUtils.fromSqlTimestampNullFarFuture(correctionTo));
      doc.setVisibility(visibility);
      _documents.add(doc);
      _nodes.clear();
    }
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    final PortfolioSearchRequest request = new PortfolioSearchRequest();
    request.setName(getPortfolioName(portfolio));
    request.setVisibility(visibility);  // Any existing match needs to be at least as visible
    final PortfolioSearchResult result = _portfolios.search(request);
    final ManageablePortfolio manageablePortfolio = createManageablePortfolio(portfolio);
    PortfolioDocument document;
    if (updateMatchingName) {
      document = result.getFirstDocument();
      // TODO why did this assume document will never be null? is that valid or have I broken something?
      if (document != null) {
        final ManageablePortfolio resultPortfolio = document.getPortfolio();
        if (nodesEqual(manageablePortfolio.getRootNode(), resultPortfolio.getRootNode())) {
          s_logger.debug("Found existing match at {}", document.getUniqueId());
          return document.getUniqueId();
        }
      }
    } else {
      document = null;
      for (PortfolioDocument resultDocument : result.getDocuments()) {
        final ManageablePortfolio resultPortfolio = resultDocument.getPortfolio();
        if (manageablePortfolio.getName().equals(resultPortfolio.getName()) && nodesEqual(manageablePortfolio.getRootNode(), resultPortfolio.getRootNode())) {
          s_logger.debug("Found existing match at {}", resultDocument.getUniqueId());
          return resultDocument.getUniqueId();
        }
      }
    }
    if (document == null) {
      s_logger.debug("Adding to master");
      document = new PortfolioDocument(manageablePortfolio);
      document.setVisibility(visibility);
      document = _portfolios.add(document);
    } else {
      s_logger.debug("Updating {} within master", document.getUniqueId());
      // Retain existing visibility
      document.setPortfolio(manageablePortfolio);
      document = _portfolios.update(document);
    }
    s_logger.info("Portfolio '{}' saved as {}", manageablePortfolio.getName(), document.getUniqueId());
    return document.getUniqueId();
  }
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    final PositionMaster positionMaster = getToolContext().getPositionMaster();
    final SecurityMaster securityMaster = getToolContext().getSecurityMaster();

    final ManageablePortfolioNode rootNode = new ManageablePortfolioNode(portfolioName);
    final ManageablePortfolio portfolio = new ManageablePortfolio(portfolioName, rootNode);
    final PortfolioDocument portfolioDoc = new PortfolioDocument();
    portfolioDoc.setPortfolio(portfolio);

    final Iterator<Collection<FinancialSecurity>> iter1 = subPortfolios.iterator();
    final Iterator<String> iter2 = names.iterator();
    final Random random = new Random(2349);
    while (iter1.hasNext()) {
      final Collection<FinancialSecurity> securities = iter1.next();
      final String name = iter2.next();
      final ManageablePortfolioNode subNode = new ManageablePortfolioNode(name);
      final ManageablePortfolio subPortfolio = new ManageablePortfolio(name, subNode);
      final PortfolioDocument subPortfolioDoc = new PortfolioDocument();
      subPortfolioDoc.setPortfolio(subPortfolio);
      for (final FinancialSecurity security : securities) {
        final SecurityDocument securityToAddDoc = new SecurityDocument();
        securityToAddDoc.setSecurity(security);
        securityMaster.add(securityToAddDoc);
        BigDecimal trades;
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    ManageablePortfolio portfolio = new ManageablePortfolio();
    ManageablePortfolioNode root = new ManageablePortfolioNode();
    ManageablePortfolioNode node = new ManageablePortfolioNode();
    root.addChildNode(node);
    portfolio.setRootNode(root);
    _savedPortfolio = _portfolioMaster.add(new PortfolioDocument(portfolio)).getPortfolio();
    _nodeId = _savedPortfolio.getRootNode().getChildNodes().get(0).getUniqueId();
  }
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    req.setName(portfolio.getName());
    final PortfolioSearchResult result = portfolioMaster.search(req);
    switch (result.getDocuments().size()) {
      case 0:
        s_logger.info("Creating new portfolio");
        portfolioMaster.add(new PortfolioDocument(portfolio));
        break;
      case 1:
        final UniqueId previousId = result.getDocuments().get(0).getUniqueId();
        s_logger.info("Updating portfolio {}", previousId);
        portfolio.setUniqueId(previousId);
        final PortfolioDocument document = new PortfolioDocument(portfolio);
        document.setUniqueId(previousId);
        portfolioMaster.update(document);
        break;
      default:
        throw new OpenGammaRuntimeException("Multiple portfolios matching " + req);
    }
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    final PositionMaster positionMaster = getToolContext().getPositionMaster();
    final SecurityMaster securityMaster = getToolContext().getSecurityMaster();

    final ManageablePortfolioNode rootNode = new ManageablePortfolioNode(portfolioName);
    final ManageablePortfolio portfolio = new ManageablePortfolio(portfolioName, rootNode);
    final PortfolioDocument portfolioDoc = new PortfolioDocument();
    portfolioDoc.setPortfolio(portfolio);

    for (final SwapSecurity swap : swaps) {
      final SecurityDocument swapToAddDoc = new SecurityDocument();
      swapToAddDoc.setSecurity(swap);
      securityMaster.add(swapToAddDoc);
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      final PortfolioSearchRequest request = new PortfolioSearchRequest();
      request.setDepth(0);
      request.setIncludePositions(false);
      request.setName(portfolio.getName());
      final PortfolioSearchResult result = context.getPortfolioMaster().search(request);
      PortfolioDocument document = result.getFirstDocument();
      if (document != null) {
        s_logger.info("Overwriting portfolio {}", document.getUniqueId());
        document.setPortfolio(newPortfolio);
        context.getPortfolioMaster().update(document);
      } else {
        document = new PortfolioDocument(newPortfolio);
        context.getPortfolioMaster().add(document);
      }
    } else {
      if (s_logger.isDebugEnabled()) {
        s_logger.debug("Portfolio {}", portfolioName);
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    final PositionMaster positionMaster = getToolContext().getPositionMaster();
    final SecurityMaster securityMaster = getToolContext().getSecurityMaster();

    final ManageablePortfolioNode rootNode = new ManageablePortfolioNode(portfolioName);
    final ManageablePortfolio portfolio = new ManageablePortfolio(portfolioName, rootNode);
    final PortfolioDocument portfolioDoc = new PortfolioDocument();
    portfolioDoc.setPortfolio(portfolio);

    for (final Map.Entry<SwaptionSecurity, SwapSecurity> entry : securities.entrySet()) {
      final SecurityDocument swapToAddDoc = new SecurityDocument();
      final SwapSecurity swap = entry.getValue();
      swapToAddDoc.setSecurity(swap);
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