Package com.opengamma.master.portfolio

Examples of com.opengamma.master.portfolio.PortfolioSearchResult


  }

  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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    ArgumentChecker.notNull(request.getPagingRequest(), "request.pagingRequest");
    ArgumentChecker.notNull(request.getVersionCorrection(), "request.versionCorrection");
    s_logger.debug("search {}", request);

    final VersionCorrection vc = request.getVersionCorrection().withLatestFixed(now());
    final PortfolioSearchResult result = new PortfolioSearchResult(vc);

    final List<ObjectId> portfolioObjectIds = request.getPortfolioObjectIds();
    final List<ObjectId> nodeObjectIds = request.getNodeObjectIds();
    if ((portfolioObjectIds != null && portfolioObjectIds.size() == 0) ||
        (nodeObjectIds != null && nodeObjectIds.size() == 0)) {
      result.setPaging(Paging.of(request.getPagingRequest(), 0));
      return result;
    }

    final DbMapSqlParameterSource args = new DbMapSqlParameterSource()
        .addTimestamp("version_as_of_instant", vc.getVersionAsOf())
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  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();
      // 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();
        }
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  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));
        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);
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                               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) {
      s_logger.error("Portfolio " + portfolioName + " was not found");
      System.exit(1);
    }
    s_logger.info("Reloading portfolio from position source...");
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      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);
        context.getPortfolioMaster().update(document);
      } else {
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  }

  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);
    }
    return searchResult.getFirstPortfolio().getUniqueId();
  }
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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());
   
    assertEquals(_visiblePortfolios, test.getDocuments().size());
    assert101(test.getDocuments().get(0), 999);
    assert102(test.getDocuments().get(1));
    assert202(test.getDocuments().get(2));
  }
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  @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());
    assertEquals(_visiblePortfolios, test.getDocuments().size());
    assert101(test.getDocuments().get(0), 0);
    assert102(test.getDocuments().get(1));
    assert202(test.getDocuments().get(2));
  }
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  @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());
    assertEquals(_visiblePortfolios, test.getDocuments().size());
    assert101(test.getDocuments().get(0), 1);
    assert102(test.getDocuments().get(1));
    assert202(test.getDocuments().get(2));
  }
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