Package com.opengamma.master.portfolio

Examples of com.opengamma.master.portfolio.PortfolioDocument

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    _prtMaster.correct(doc);
  }

  @Test(expectedExceptions = IllegalArgumentException.class)
  public void test_correct_notLatestCorrection() {
    PortfolioDocument base = _prtMaster.get(UniqueId.of("DbPrt", "201", "0"));
    _prtMaster.correct(base);  // correction
    base = _prtMaster.get(UniqueId.of("DbPrt", "201", "0"));  // get old version
    _prtMaster.correct(base);  // cannot update old correction
  }
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  @Test
  public void test_correct_getUpdateGet() {
    Instant now = Instant.now(_prtMaster.getClock());
   
    UniqueId oldPortfolioId = UniqueId.of("DbPrt", "201", "0");
    PortfolioDocument base = _prtMaster.get(oldPortfolioId);
    ManageablePortfolio port = new ManageablePortfolio("NewName");
    port.setUniqueId(oldPortfolioId);
    port.setRootNode(base.getPortfolio().getRootNode());
    PortfolioDocument input = new PortfolioDocument(port);
   
    PortfolioDocument corrected = _prtMaster.correct(input);
    assertEquals(UniqueId.of("DbPrt", "201"), corrected.getUniqueId().toLatest());
    assertEquals(false, base.getUniqueId().getVersion().equals(corrected.getUniqueId().getVersion()));
    assertEquals(_version1Instant, corrected.getVersionFromInstant());
    assertEquals(_version2Instant, corrected.getVersionToInstant());
    assertEquals(now, corrected.getCorrectionFromInstant());
    assertEquals(null, corrected.getCorrectionToInstant());
    assertEquals(input.getPortfolio(), corrected.getPortfolio());
   
    PortfolioDocument old = _prtMaster.get(oldPortfolioId);
    assertEquals(base.getUniqueId(), old.getUniqueId());
    assertEquals(_version1Instant, old.getVersionFromInstant());
    assertEquals(_version2Instant, old.getVersionToInstant());  // old version ended
    assertEquals(_version1Instant, old.getCorrectionFromInstant());
    assertEquals(now, old.getCorrectionToInstant());
    assertEquals("TestPortfolio201", old.getPortfolio().getName());
    assertEquals("TestNode211", old.getPortfolio().getRootNode().getName());
   
    PortfolioDocument newer = _prtMaster.get(corrected.getUniqueId());
    assertEquals(corrected.getUniqueId(), newer.getUniqueId());
    assertEquals(_version1Instant, newer.getVersionFromInstant());
    assertEquals(_version2Instant, newer.getVersionToInstant());
    assertEquals(now, newer.getCorrectionFromInstant());
    assertEquals(null, newer.getCorrectionToInstant());
    assertEquals("NewName", newer.getPortfolio().getName());
    assertEquals("TestNode211", newer.getPortfolio().getRootNode().getName());
    assertEquals(old.getPortfolio().getRootNode().getUniqueId().toLatest(),
        newer.getPortfolio().getRootNode().getUniqueId().toLatest());
    assertEquals(false, old.getPortfolio().getRootNode().getUniqueId().getVersion().equals(
        newer.getPortfolio().getRootNode().getUniqueId().getVersion()));
   
    PortfolioHistoryRequest search = new PortfolioHistoryRequest(base.getUniqueId(), _version1Instant.plusSeconds(5), null);
    PortfolioHistoryResult searchResult = _prtMaster.history(search);
    assertEquals(2, searchResult.getDocuments().size());
    assertEquals(corrected.getUniqueId(), searchResult.getDocuments().get(0).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);

    for (final FXForwardSecurity fxForward : fxForwards) {
      final SecurityDocument fxForwardToAddDoc = new SecurityDocument();
      fxForwardToAddDoc.setSecurity(fxForward);
      securityMaster.add(fxForwardToAddDoc);
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  }

  @Test(expectedExceptions = IllegalArgumentException.class)
  public void test_update_noPortfolioId() {
    ManageablePortfolio position = new ManageablePortfolio("Test");
    PortfolioDocument doc = new PortfolioDocument();
    doc.setPortfolio(position);
    _prtMaster.update(doc);
  }
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    _prtMaster.update(doc);
  }

  @Test(expectedExceptions = IllegalArgumentException.class)
  public void test_update_noPortfolio() {
    PortfolioDocument doc = new PortfolioDocument();
    doc.setUniqueId(UniqueId.of("DbPrt", "101", "0"));
    _prtMaster.update(doc);
  }
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  @Test(expectedExceptions = DataNotFoundException.class)
  public void test_update_notFound() {
    ManageablePortfolio port = new ManageablePortfolio("Test");
    port.setUniqueId(UniqueId.of("DbPrt", "0", "0"));
    port.setRootNode(new ManageablePortfolioNode("Root"));
    PortfolioDocument doc = new PortfolioDocument(port);
    _prtMaster.update(doc);
  }
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  @Test(expectedExceptions = IllegalArgumentException.class)
  public void test_update_notLatestVersion() {
    ManageablePortfolio port = new ManageablePortfolio("Test");
    port.setUniqueId(UniqueId.of("DbPrt", "201", "0"));
    port.setRootNode(new ManageablePortfolioNode("Root"));
    PortfolioDocument doc = new PortfolioDocument(port);
    _prtMaster.update(doc);
  }
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  @Test
  public void test_update_getUpdateGet() {
    Instant now = Instant.now(_prtMaster.getClock());
   
    UniqueId oldPortfolioId = UniqueId.of("DbPrt", "101", "0");
    PortfolioDocument base = _prtMaster.get(oldPortfolioId);
    Map<String, String> oldAttr = base.getPortfolio().getAttributes();
    assertNotNull(oldAttr);
    ManageablePortfolio port = new ManageablePortfolio("NewName");
    port.setUniqueId(oldPortfolioId);
    port.setRootNode(base.getPortfolio().getRootNode());
    Map<String, String> newAttr = getNewAttributes();
    port.setAttributes(newAttr);
    PortfolioDocument input = new PortfolioDocument(port);
   
    PortfolioDocument updated = _prtMaster.update(input);
    assertEquals(UniqueId.of("DbPrt", "101"), updated.getUniqueId().toLatest());
    assertEquals(false, base.getUniqueId().getVersion().equals(updated.getUniqueId().getVersion()));
    assertEquals(now, updated.getVersionFromInstant());
    assertEquals(null, updated.getVersionToInstant());
    assertEquals(now, updated.getCorrectionFromInstant());
    assertEquals(null, updated.getCorrectionToInstant());
    assertEquals(input.getPortfolio(), updated.getPortfolio());
   
    PortfolioDocument old = _prtMaster.get(oldPortfolioId);
    assertEquals(base.getUniqueId(), old.getUniqueId());
    assertEquals(base.getVersionFromInstant(), old.getVersionFromInstant());
    assertEquals(now, old.getVersionToInstant());  // old version ended
    assertEquals(base.getCorrectionFromInstant(), old.getCorrectionFromInstant());
    assertEquals(base.getCorrectionToInstant(), old.getCorrectionToInstant());
    assertEquals("TestPortfolio101", old.getPortfolio().getName());
    assertEquals("TestNode111", old.getPortfolio().getRootNode().getName());
    assertEquals(base.getPortfolio().getAttributes(), old.getPortfolio().getAttributes());
   
    PortfolioDocument newer = _prtMaster.get(updated.getUniqueId());
    assertEquals(updated.getUniqueId(), newer.getUniqueId());
    assertEquals(now, newer.getVersionFromInstant());
    assertEquals(null, newer.getVersionToInstant());
    assertEquals(now, newer.getCorrectionFromInstant());
    assertEquals(null, newer.getCorrectionToInstant());
    assertEquals("NewName", newer.getPortfolio().getName());
    assertEquals("TestNode111", newer.getPortfolio().getRootNode().getName());
    assertEquals(old.getPortfolio().getRootNode().getUniqueId().toLatest(),
        newer.getPortfolio().getRootNode().getUniqueId().toLatest());
    assertEquals(false, old.getPortfolio().getRootNode().getUniqueId().getVersion().equals(
        newer.getPortfolio().getRootNode().getUniqueId().getVersion()));
    assertEquals(newAttr, newer.getPortfolio().getAttributes());
   
    PortfolioHistoryRequest search = new PortfolioHistoryRequest(base.getUniqueId(), null, now);
    PortfolioHistoryResult searchResult = _prtMaster.history(search);
    assertEquals(2, searchResult.getDocuments().size());
    assertEquals(updated.getUniqueId(), searchResult.getDocuments().get(0).getUniqueId());
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    ManageablePortfolioNode root = new ManageablePortfolioNode("root");
    ManageablePortfolioNode node = new ManageablePortfolioNode("node");
    node.addPosition(_savedPosition.getUniqueId());
    root.addChildNode(node);
    ManageablePortfolio portfolio = new ManageablePortfolio("portfolio", root);
    _savedPortfolio = _portfolioMaster.add(new PortfolioDocument(portfolio)).getPortfolio();
    Set<MetaBean> metaBeans = Sets.<MetaBean>newHashSet(ManageableTrade.meta());
    _tradeBuilder = new FungibleTradeBuilder(_positionMaster,
                                             _portfolioMaster,
                                             securityMaster,
                                             metaBeans,
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   *
   * @param portfolio  the portfolio to add, not null
   * @return the added document, not null
   */
  protected PortfolioDocument addPortfolio(final ManageablePortfolio portfolio) {
    return getToolContext().getPortfolioMaster().add(new PortfolioDocument(portfolio));
  }
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