public List <wsPortfoliosItem.psPortfoliosItemInfo> GetPortfolioListByQuery(String commonIdCategory, String portfolioScope, List <psPortfoliosQueryPart> queryPartsList, psPORTFOLIO_TYPE itemTypes)
{
psPortfoliosPortfolioIdentifier[] arScope = null;
var arScopeList = new List <psPortfoliosPortfolioIdentifier> {
new psPortfoliosPortfolioIdentifier()
};
var retPortfolioItemInfoList = new List <wsPortfoliosItem.psPortfoliosItemInfo>();
try
{
if (portfolioScope.IsNotNullOrEmpty())
{
arScopeList[0].Name = portfolioScope;
arScope = arScopeList.ToArray();
}
//Get the QBP
var retVal = PsPortfolio.GetItemListByQuery(commonIdCategory, arScope, queryPartsList.ToArray(), itemTypes);
retPortfolioItemInfoList.AddRange(retVal.Select(val => PsItem.GetItemInfo("", val.ProSightID.ToString(CultureInfo.InvariantCulture))));
}
catch (Exception ex)
{
PsLogger.Error(string.Format("Unexcpected GetPortfolioListByQuery Error: \n{0}\n", ex.Message));
throw new Exception(ex.Message, ex.InnerException);
}
return(retPortfolioItemInfoList);
}
public String GetPortfolioIdByName(String uci, String uciName)
{
String retValue;
try
{
retValue = PsPortfolio.GetIDByName(uci, uciName);
}
catch (Exception)
{
retValue = null;
}
return(retValue);
}
public psPortfoliosItemInfo GetPortfolioInfo(String uci, String id)
{
psPortfoliosItemInfo retVal;
try
{
retVal = PsPortfolio.GetPortfolioInfo(uci, id);
}
catch (Exception ex)
{
PsLogger.Error(string.Format("Unexcpected GetPortfolioInfo Error: \n{0}\n", ex.Message));
throw new Exception(ex.Message, ex.InnerException);
}
return(retVal);
}
public List <wsPortfoliosItem.psPortfoliosItemInfo> GetPortfolioInfoListByCommonId(String uci, String id)
{
var retPortfolioItemInfoList = new List <wsPortfoliosItem.psPortfoliosItemInfo>();
try
{
var retVal = PsPortfolio.GetItemListByCommonID(uci, id);
retPortfolioItemInfoList.AddRange(retVal.Select(x => PsItem.GetItemInfo(uci, x.UCI)));
}
catch (Exception ex)
{
PsLogger.Error(String.Format("Unexcpected GetPortfolioListByCommonID Error: \n{0}\n", ex.Message));
}
return(retPortfolioItemInfoList);
}
public psRETURN_VALUES RefreshDynamicPortfolio(String uci, String id)
{
psRETURN_VALUES retVal;
try
{
PsPortfolio.RefreshQBPByCommonID(uci, id);
retVal = psRETURN_VALUES.ERR_OK;
}
catch (Exception ex)
{
PsLogger.Error(string.Format("Unexcpected RefreshDynamicPortfolio Error: \n{0}\n", ex.Message));
retVal = psRETURN_VALUES.ERR_PORTFOLIO_NOT_QBP;
}
return(retVal);
}
public psRETURN_VALUES SynchronizeQbp(String uci, String id, List <psPortfoliosPortfolioIdentifier> portfolioScope, List <psPortfoliosQueryPart> queryPartsList, bool periodicUpdate, psPortfoliosItemInfo portfolioItemInfo)
{
psRETURN_VALUES retVal;
try
{
PsPortfolio.SynchronizeQBP2(uci, id, portfolioScope.ToArray(), queryPartsList.ToArray(), periodicUpdate, portfolioItemInfo);
retVal = psRETURN_VALUES.ERR_OK;
}
catch (Exception ex)
{
PsLogger.Error(string.Format("Unexcpected SynchronizeQBP Error: \n{0}\n", ex.Message));
throw new Exception(ex.Message, ex.InnerException);
}
return(retVal);
}
public psRETURN_VALUES SynchronizePortfolio(String uci, String id, psPortfoliosItemInfo portfolioItemInfo)
{
psRETURN_VALUES retVal;
try
{
PsPortfolio.SynchronizeEx2(uci, id, portfolioItemInfo);
retVal = psRETURN_VALUES.ERR_OK;
}
catch (Exception ex)
{
PsLogger.Error(string.Format("Unexcpected SynchronizePortfolio Error: \n{0}\n", ex.Message));
throw new Exception(ex.Message, ex.InnerException);
}
return(retVal);
}
public List <String> GetPortfolioListIdsByCommondId(String uci, String id)
{
var retPortfolioItemInfoId = new List <String>();
try
{
var retVal = PsPortfolio.GetItemListByCommonID(uci, id);
retPortfolioItemInfoId.AddRange(retVal.Select(psPortfoliosItemInfo => psPortfoliosItemInfo.UCI));
}
catch (Exception ex)
{
PsLogger.Error(String.Format("Unexcpected GetPortfolioListByCommonID Error: \n{0}\n", ex.Message));
throw new Exception(ex.Message, ex.InnerException);
}
return(retPortfolioItemInfoId);
}
public psRETURN_VALUES AddPortfolio(String uci, String id, psPortfoliosItemInfo portfolioItemInfo)
{
psRETURN_VALUES retVal;
try
{
//PsPortfolio.AddNewEx(String.Empty, String.Empty, portfolioItemInfo.Name, portfolioItemInfo.LifeCycle,
// portfolioItemInfo.StartDate, portfolioItemInfo.EndDate, portfolioItemInfo.Description,portfolioItemInfo.Status,
// portfolioItemInfo.PortfolioType,portfolioItemInfo.Manager,portfolioItemInfo.ContainerUCI);
PsPortfolio.AddNewEx2(uci, id, portfolioItemInfo);
retVal = psRETURN_VALUES.ERR_OK;
}
catch (Exception ex)
{
PsLogger.Error("Unexcpected AddPortfolio Error: \n{0}\n", ex.Message);
throw new Exception(ex.Message, ex.InnerException);
}
return(retVal);
}
