Package com.opengamma.master.portfolio

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

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    PortfolioMaster portfolioMaster = toolContext.getPortfolioMaster();
    assertPortfolio(portfolioMaster, ExampleEquityPortfolioLoader.PORTFOLIO_NAME);
  }

  private void assertPortfolio(PortfolioMaster portfolioMaster, String portfolioName) {
    PortfolioSearchRequest request = new PortfolioSearchRequest();
    request.setName(portfolioName);
    PortfolioSearchResult portfolioSearchResult = portfolioMaster.search(request);
    assertNotNull(portfolioSearchResult);
    assertEquals(1, portfolioSearchResult.getDocuments().size());
  }
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    return savePortfolio(portfolio, updateMatchingName, DocumentVisibility.VISIBLE);
  }

  public UniqueId savePortfolio(final Portfolio portfolio, final boolean updateMatchingName, final DocumentVisibility visibility) {
    s_logger.debug("Saving portfolio '{}'", portfolio.getName());
    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();
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   * @param portfolio the portfolio, not null
   */
  private void storePortfolio(final ManageablePortfolio portfolio) {
    final PortfolioMaster portfolioMaster = getToolContext().getPortfolioMaster();

    final PortfolioSearchRequest req = new PortfolioSearchRequest();
    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));
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  public static void aggregate(String portfolioName, String aggregationName,
                               PortfolioMaster portfolioMaster, PositionMaster positionMaster,
                               PositionSource positionSource, SecuritySource secSource,
                               AggregationFunction<?>[] aggregationFunctions, boolean split) {
    PortfolioSearchRequest searchReq = new PortfolioSearchRequest();
    searchReq.setName(portfolioName);
    s_logger.info("Searching for portfolio " + portfolioName + "...");
    PortfolioSearchResult searchResult = portfolioMaster.search(searchReq);
    s_logger.info("Done. Got " + searchResult.getDocuments().size() + " results");
    ManageablePortfolio manageablePortfolio = searchResult.getFirstPortfolio();
    if (manageablePortfolio == null) {
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    if (write) {
      s_logger.info("Writing portfolio to the database");
      final ManageablePortfolio newPortfolio = new ManageablePortfolio(portfolio.getName());
      newPortfolio.setAttributes(portfolio.getAttributes());
      newPortfolio.setRootNode(createPortfolioNode(context.getPositionMaster(), portfolio.getRootNode()));
      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);
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      calcConfiguration.addPortfolioRequirement(securityType, valueRequirementName, properties);
    }
  }

  private UniqueId getPortfolioId(final String portfolioName) {
    final PortfolioSearchRequest searchRequest = new PortfolioSearchRequest();
    searchRequest.setName(portfolioName);
    final PortfolioSearchResult searchResult = getToolContext().getPortfolioMaster().search(searchRequest);
    if (searchResult.getFirstPortfolio() == null) {
      s_logger.error("Couldn't find portfolio {}", portfolioName);
      throw new OpenGammaRuntimeException("Couldn't find portfolio" + portfolioName);
    }
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  }

  //-------------------------------------------------------------------------
  @Test
  public void test_search_documents_maxDepth() {
    PortfolioSearchRequest request = new PortfolioSearchRequest();
    request.setDepth(-1);
    PortfolioSearchResult test = _prtMaster.search(request);
   
    assertEquals(1, test.getPaging().getFirstItemOneBased());
    assertEquals(Integer.MAX_VALUE, test.getPaging().getPagingSize());
    assertEquals(_visiblePortfolios, test.getPaging().getTotalItems());
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    assert202(test.getDocuments().get(2));
  }

  @Test
  public void test_search_documents_depthZero() {
    PortfolioSearchRequest request = new PortfolioSearchRequest();
    request.setDepth(0);
    PortfolioSearchResult test = _prtMaster.search(request);
   
    assertEquals(1, test.getPaging().getFirstItemOneBased());
    assertEquals(Integer.MAX_VALUE, test.getPaging().getPagingSize());
    assertEquals(_visiblePortfolios, test.getPaging().getTotalItems());
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    assert202(test.getDocuments().get(2));
  }

  @Test
  public void test_search_documents_depthOne() {
    PortfolioSearchRequest request = new PortfolioSearchRequest();
    request.setDepth(1);
    PortfolioSearchResult test = _prtMaster.search(request);
   
    assertEquals(1, test.getPaging().getFirstItemOneBased());
    assertEquals(Integer.MAX_VALUE, test.getPaging().getPagingSize());
    assertEquals(_visiblePortfolios, test.getPaging().getTotalItems());
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  }

  //-------------------------------------------------------------------------
  @Test
  public void test_search_pageOne() {
    PortfolioSearchRequest request = new PortfolioSearchRequest();
    request.setPagingRequest(PagingRequest.ofPage(1, 2));
    PortfolioSearchResult test = _prtMaster.search(request);
   
    assertEquals(1, test.getPaging().getFirstItemOneBased());
    assertEquals(2, test.getPaging().getPagingSize());
    assertEquals(_visiblePortfolios, test.getPaging().getTotalItems());
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Related Classes of com.opengamma.master.portfolio.PortfolioSearchRequest$Meta

  • com.opengamma.examples.bloomberg.loader.DemoEquityOptionCollarPortfolioLoader
  • com.opengamma.examples.bloomberg.loader.ExampleViewsPopulator
  • com.opengamma.examples.bloomberg.tool.ExampleDatabasePopulatorTest
  • com.opengamma.examples.simulated.engine.ExamplesAvailablePortfolioOutputsTest
  • com.opengamma.examples.simulated.loader.ExampleViewsPopulator
  • com.opengamma.examples.simulated.tool.ExampleDatabasePopulatorTest
  • com.opengamma.financial.aggregation.PortfolioAggregator
  • com.opengamma.financial.functiondoc.PortfolioDocumentation
  • com.opengamma.financial.generator.AbstractPortfolioGeneratorTool
  • com.opengamma.financial.portfolio.save.SavePortfolio
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