protected override void SaveData()
{
data.baseDS.portfolioDetailDataTable defaultStrategyTbl = DataAccess.Libs.GetPortfolioDetail_ByCode(DataAccess.Libs.GetPortfolio_DefaultStrategy().code);
data.baseDS.portfolioDetailDataTable portfolioDetailTbl;
for (int portfolioIdx = 0; portfolioIdx < watchListLb.myCheckedValues.Count; portfolioIdx++)
{
data.baseDS.portfolioRow portfolioRow = DataAccess.Libs.GetPortfolio_ByCode(watchListLb.myCheckedValues[portfolioIdx]);
if (portfolioRow == null)
{
continue;
}
portfolioDetailTbl = DataAccess.Libs.GetPortfolioDetail_ByCode(portfolioRow.code);
mvString.myFormatString = portfolioRow.interestedStock;
for (int stockIdx = 0; stockIdx < myStockCodes.Count; stockIdx++)
{
if (!mvString.Add(myStockCodes[stockIdx]))
{
continue;
}
mvString.Add(myStockCodes[stockIdx]);
//Add default portfolio data
DeletePortfolioData(portfolioDetailTbl, portfolioRow.code, myStockCodes[stockIdx]);
commonClass.AppLibs.CopyPortfolioData(defaultStrategyTbl, portfolioDetailTbl, portfolioRow.code, myStockCodes[stockIdx]);
}
portfolioRow.interestedStock = mvString.myFormatString;
DataAccess.Libs.UpdateData(portfolioRow);
DataAccess.Libs.UpdateData(portfolioDetailTbl);
}
common.system.ShowMessage(Languages.Libs.GetString("dataSaved"));
}
public watchListEdit()
{
try
{
InitializeComponent();
this.LoadDataOnLoad = false;
myMasterSource = portfolioSource;
codeEd.MaxLength = myDataSet.portfolio.codeColumn.MaxLength;
nameEd.MaxLength = myDataSet.portfolio.nameColumn.MaxLength;
descriptionEd.MaxLength = myDataSet.portfolio.descriptionColumn.MaxLength;
interestedStockClb.maxLen = myDataSet.portfolio.interestedStockColumn.MaxLength;
interestedStrategy.Init();
interestedStockClb.LoadData();
//Load default Portfolio Data
this.defaultStrategyTbl = DataAccess.Libs.GetPortfolioDetail_ByCode(DataAccess.Libs.GetPortfolio_DefaultStrategy().code);
codeEd.BackColor = common.settings.sysColorDisableBG; codeEd.ForeColor = common.settings.sysColorDisableFG;
LockEdit(true);
Form_Resize(null, null);
}
catch (Exception er)
{
ShowError(er);
}
}
private void CreateTreeView(data.baseDS.portfolioDetailDataTable dataTbl, TreeGridView treeGV)
{
if (this.myPorfolioCode == null || this.myStockCode == null)
{
return;
}
DataView dataView = new DataView(dataTbl);
dataView.Sort = dataTbl.subCodeColumn.ColumnName;
dataView.RowFilter = dataTbl.portfolioColumn + "='" + this.myPorfolioCode + "' AND " +
dataTbl.codeColumn + "='" + this.myStockCode + "'";
data.baseDS.portfolioDetailRow dataRow;
Font boldFont = new Font(treeGV.DefaultCellStyle.Font, FontStyle.Bold);
string lastStrategy = "";
TreeGridNodeCollection strategyNodes = null;
for (int idx = 0; idx < dataView.Count; idx++)
{
dataRow = (data.baseDS.portfolioDetailRow)dataView[idx].Row;
if (lastStrategy != dataRow.subCode.Trim())
{
strategyNodes = AddNode(treeGV.Nodes, dataRow.subCode, GetStrategyDescription(dataRow.subCode), boldFont).Nodes;
lastStrategy = dataRow.subCode.Trim();
}
AddNodes((strategyNodes == null ? treeGV.Nodes : strategyNodes), dataRow, null);
}
}
public watchListEdit()
{
try
{
InitializeComponent();
this.LoadDataOnLoad = false;
myMasterSource = portfolioSource;
codeEd.MaxLength = myDataSet.portfolio.codeColumn.MaxLength;
nameEd.MaxLength = myDataSet.portfolio.nameColumn.MaxLength;
descriptionEd.MaxLength = myDataSet.portfolio.descriptionColumn.MaxLength;
interestedStockClb.maxLen = myDataSet.portfolio.interestedStockColumn.MaxLength;
interestedStrategy.Init();
interestedStockClb.LoadData();
//Load default Portfolio Data
this.defaultStrategyTbl = DataAccess.Libs.GetPortfolioDetail_ByCode(DataAccess.Libs.GetPortfolio_DefaultStrategy().code);
codeEd.BackColor = common.settings.sysColorDisableBG; codeEd.ForeColor = common.settings.sysColorDisableFG;
LockEdit(true);
Form_Resize(null, null);
}
catch (Exception er)
{
ShowError(er);
}
}
/// <summary>
/// Create alerts for all stock in portfolio
/// </summary>
/// <param name="alertList"> all alert resulted from analysis </param>
/// <param name="frDate">Alert will only create alert in range [frDate,toDate].
/// It also ensure that in the same day,there in ONLY one new alert of the same type</param>
/// <param name="toDate"></param>
private static void CreateTradeAlert(TradeAlert[] alertList,DateTime frDate,DateTime toDate)
{
decimal availabeQty;
string msg;
StringCollection timeScaleList;
data.baseDS.tradeAlertRow tradeAlertRow;
data.baseDS.tradeAlertDataTable tradeAlertTbl = new data.baseDS.tradeAlertDataTable();
data.baseDS.portfolioDetailDataTable portfolioDetailTbl = new data.baseDS.portfolioDetailDataTable();
DataView portfolioDetailView = new DataView(portfolioDetailTbl);
//Sort by Stock code + Strategy code
portfolioDetailView.Sort = portfolioDetailTbl.codeColumn.ColumnName + "," + portfolioDetailTbl.subCodeColumn.ColumnName;
DataRowView[] portfolioDetailFound;
data.baseDS.portfolioDetailRow portfolioDataRow;
portfolioDetailTbl = data.DbAccess.GetPortfolioDetail_ByType(new AppTypes.PortfolioTypes[] { AppTypes.PortfolioTypes.WatchList, AppTypes.PortfolioTypes.Portfolio });
// Only alert on stock codes that were selected by user.
for (int alertId = 0; alertId < alertList.Length; alertId++)
{
// Check if alert's strategy in user's wish list ??
portfolioDetailFound = portfolioDetailView.FindRows(new object[] { alertList[alertId].StockCode, alertList[alertId].Strategy.Trim() });
for (int dataIdx = 0; dataIdx < portfolioDetailFound.Length; dataIdx++)
{
// Check if time alert's time scale in user's wish list ??
portfolioDataRow = ((data.baseDS.portfolioDetailRow)portfolioDetailFound[dataIdx].Row);
timeScaleList = common.MultiValueString.String2List(portfolioDataRow.data.Trim());
if (!timeScaleList.Contains(alertList[alertId].TimeScale.Code)) continue;
//Do not crete alert if there is a NEW one.
tradeAlertRow = data.DbAccess.GetLastAlert( frDate, toDate, portfolioDataRow.portfolio,
alertList[alertId].StockCode,
alertList[alertId].Strategy,
alertList[alertId].TimeScale.Code,
(byte)AppTypes.CommonStatus.New);
if (tradeAlertRow != null) continue;
//Availabe stock
if (withAplicableCheckInAlert)
{
availabeQty = data.AppLibs.GetAvailableStock(alertList[alertId].StockCode, portfolioDataRow.portfolio,
Settings.sysStockSell2BuyInterval, alertList[alertId].OnDateTime);
}
else availabeQty = int.MaxValue;
//Aplicable to sell
if ((alertList[alertId].TradePoint.TradeAction == AppTypes.TradeActions.Sell ||
alertList[alertId].TradePoint.TradeAction == AppTypes.TradeActions.ClearAll) && (availabeQty <= 0)) continue;
msg = " - Giá : " + alertList[alertId].Price.ToString() + common.Consts.constCRLF +
" - K/L giao dịch : " + alertList[alertId].Volume.ToString() + common.Consts.constCRLF +
" - Xu hướng : (" + alertList[alertId].TradePoint.BusinessInfo.ToString() + "," +
alertList[alertId].TradePoint.BusinessInfo.LongTermTrend + ")" + common.Consts.constCRLF +
" - K/L sở hữu hợp lệ : " + availabeQty.ToString() + common.Consts.constCRLF;
CreateTradeAlert(tradeAlertTbl, portfolioDataRow.portfolio, alertList[alertId].StockCode, alertList[alertId].Strategy,
alertList[alertId].TimeScale, alertList[alertId].TradePoint, toDate, msg);
}
}
data.DbAccess.UpdateData(tradeAlertTbl);
}
public static data.baseDS.portfolioDetailDataTable GetPortfolioDetail_ByType(AppTypes.PortfolioTypes[] types)
{
data.baseDS.portfolioDetailDataTable tbl = new data.baseDS.portfolioDetailDataTable();
byte typeMask = 0;
for (int idx = 0; idx < types.Length; idx++)
{
typeMask += (byte)types[idx];
}
DbAccess.LoadData(tbl, typeMask);
return(tbl);
}
private void DeletePortfolioData(data.baseDS.portfolioDetailDataTable dataTbl, string portfolioCode, string code)
{
for (int idx = 0; idx < dataTbl.Count; idx++)
{
if (dataTbl[idx].RowState == DataRowState.Deleted)
{
continue;
}
if ((dataTbl[idx].portfolio == portfolioCode) && (dataTbl[idx].code == code))
{
dataTbl[idx].Delete();
}
}
}
/// <summary>
/// Copy data from one portfolioDetail data table to another
/// </summary>
/// <param name="frDataTbl">Source data</param>
/// <param name="toDataTbl">Destination data</param>
/// <param name="porfolioCode">Porfolio code of the data added to destination</param>
/// <param name="stockCode">Stock code of the data added to destination</param>
public static void CopyPortfolioData(data.baseDS.portfolioDetailDataTable frDataTbl,
data.baseDS.portfolioDetailDataTable toDataTbl,
string porfolioCode, string stockCode)
{
data.baseDS.portfolioDetailRow row;
for (int idx = 0; idx < frDataTbl.Rows.Count; idx++)
{
row = toDataTbl.NewportfolioDetailRow();
InitData(row);
row.portfolio = porfolioCode;
row.code = stockCode;
row.subCode = frDataTbl[idx].subCode;;
row.data = frDataTbl[idx].data;
toDataTbl.AddportfolioDetailRow(row);
}
}
public void UpdatePortfolioDetail(ref data.baseDS.portfolioDetailDataTable tbl)
{
DbAccess.UpdateData(tbl);
}
public data.baseDS.portfolioDetailDataTable GetPortfolioDetail_ByCode(string portfolioCode)
{
data.baseDS.portfolioDetailDataTable tbl = new data.baseDS.portfolioDetailDataTable();
DbAccess.LoadData(tbl, portfolioCode);
return(tbl);
}
public static void UpdateData(data.baseDS.portfolioDetailDataTable tbl)
{
myClient.UpdatePortfolioDetail(ref tbl);
tbl.AcceptChanges();
}
public static void LoadData(data.baseDS.portfolioDetailDataTable tbl, string portfolioCode)
{
portfolioDetailTA.ClearBeforeFill = false;
portfolioDetailTA.FillByPortfolio(tbl, portfolioCode);
}
/// <summary>
/// Create alerts for all stock in portfolio
/// </summary>
/// <param name="alertList"> all alert resulted from analysis </param>
private static void CreateTradeAlert(TradeAlert[] alertList)
{
decimal availabeQty;
string msg;
StringCollection timeScaleList;
data.baseDS.tradeAlertRow tradeAlertRow;
data.baseDS.tradeAlertDataTable tradeAlertTbl = new data.baseDS.tradeAlertDataTable();
data.baseDS.portfolioDetailDataTable portfolioDetailTbl = application.DbAccess.GetPortfolioDetail_ByType(new AppTypes.PortfolioTypes[] { AppTypes.PortfolioTypes.WatchList, AppTypes.PortfolioTypes.Portfolio });
DataView portfolioDetailView = new DataView(portfolioDetailTbl);
//Sort by Stock code + Strategy code
portfolioDetailView.Sort = portfolioDetailTbl.codeColumn.ColumnName + "," + portfolioDetailTbl.subCodeColumn.ColumnName;
DataRowView[] portfolioDetailFound;
data.baseDS.portfolioDetailRow portfolioDataRow;
// Only alert on stock codes that were selected by user.
for (int alertId = 0; alertId < alertList.Length; alertId++)
{
// Check if alert's strategy in user's wish list ??
portfolioDetailFound = portfolioDetailView.FindRows(new object[] { alertList[alertId].StockCode, alertList[alertId].Strategy.Trim() });
for (int dataIdx = 0; dataIdx < portfolioDetailFound.Length; dataIdx++)
{
// Check if time alert's time scale in user's wish list ??
portfolioDataRow = ((data.baseDS.portfolioDetailRow)portfolioDetailFound[dataIdx].Row);
timeScaleList = common.MultiValueString.String2List(portfolioDataRow.data.Trim());
if (!timeScaleList.Contains(alertList[alertId].TimeScale.Code))
{
continue;
}
//Ignore duplicate alerts.
tradeAlertRow = application.DbAccess.GetAlert(alertList[alertId].OnDateTime,
portfolioDataRow.portfolio,
alertList[alertId].StockCode,
alertList[alertId].Strategy,
alertList[alertId].TimeScale.Code,
AppTypes.CommonStatus.All);
if (tradeAlertRow != null)
{
continue;
}
//Availabe stock
if (withAplicableCheckInAlert)
{
data.baseDS.stockExchangeRow stockExchangeRow = application.AppLibs.GetStockExchange(alertList[alertId].StockCode);
int sell2BuyInterval = (stockExchangeRow == null?0:stockExchangeRow.minBuySellDay);
availabeQty = application.DbAccess.GetAvailableStock(alertList[alertId].StockCode, portfolioDataRow.portfolio,
sell2BuyInterval, alertList[alertId].OnDateTime);
}
else
{
availabeQty = 0;
}
//Aplicable to sell
if ((alertList[alertId].TradePoint.TradeAction == AppTypes.TradeActions.Sell ||
alertList[alertId].TradePoint.TradeAction == AppTypes.TradeActions.ClearAll) && (availabeQty <= 0))
{
continue;
}
string infoText = alertList[alertId].TradePoint.BusinessInfo.ToText().Trim();
infoText = (infoText != "" ? infoText : common.Consts.constNotAvailable);
//Create alert template message, AlertMessageText() will convert it to specified-language text.
msg = commonClass.Consts.constTextMergeMarkerLEFT + "price" + commonClass.Consts.constTextMergeMarkerRIGHT + " : " + alertList[alertId].Price.ToString() + common.Consts.constCRLF +
commonClass.Consts.constTextMergeMarkerLEFT + "volume" + commonClass.Consts.constTextMergeMarkerRIGHT + " : " + alertList[alertId].Volume.ToString() + common.Consts.constCRLF +
commonClass.Consts.constTextMergeMarkerLEFT + "marketInfo" + commonClass.Consts.constTextMergeMarkerRIGHT + " : " + infoText + common.Consts.constCRLF;
if (availabeQty > 0)
{
msg += commonClass.Consts.constTextMergeMarkerLEFT + "ownedQty" + commonClass.Consts.constTextMergeMarkerRIGHT + " : " + availabeQty.ToString() + common.Consts.constCRLF;
}
CreateTradeAlert(tradeAlertTbl, portfolioDataRow.portfolio, alertList[alertId].StockCode, alertList[alertId].Strategy,
alertList[alertId].TimeScale, alertList[alertId].TradePoint, alertList[alertId].OnDateTime, msg);
}
}
application.DbAccess.UpdateData(tradeAlertTbl);
}
public data.baseDS.portfolioDetailDataTable GetPortfolioDetail_ByCode(string portfolioCode)
{
data.baseDS.portfolioDetailDataTable tbl = new data.baseDS.portfolioDetailDataTable();
DbAccess.LoadData(tbl, portfolioCode);
return tbl;
}
public static void UpdateData(data.baseDS.portfolioDetailDataTable tbl)
{
portfolioDetailTA.Update(tbl);
tbl.AcceptChanges();
}
public static void LoadData(data.baseDS.portfolioDetailDataTable tbl, byte typeMask)
{
portfolioDetailTA.ClearBeforeFill = false;
portfolioDetailTA.FillByTypeMask(tbl, ((byte)typeMask).ToString());
}
public static data.baseDS.portfolioDetailDataTable GetPortfolioDetail_ByType(AppTypes.PortfolioTypes[] types)
{
data.baseDS.portfolioDetailDataTable tbl = new data.baseDS.portfolioDetailDataTable();
byte typeMask = 0;
for (int idx = 0; idx < types.Length; idx++) typeMask += (byte)types[idx];
DbAccess.LoadData(tbl, typeMask);
return tbl;
}
/// <summary>
/// Create alerts for all stock in portfolio
/// </summary>
/// <param name="alertList"> all alert resulted from analysis </param>
/// <param name="frDate">Alert will only create alert in range [frDate,toDate].
/// It also ensure that in the same day,there in ONLY one new alert of the same type</param>
/// <param name="toDate"></param>
private static void CreateTradeAlert(TradeAlert[] alertList, DateTime frDate, DateTime toDate)
{
decimal availabeQty;
string msg;
StringCollection timeScaleList;
data.baseDS.tradeAlertRow tradeAlertRow;
data.baseDS.tradeAlertDataTable tradeAlertTbl = new data.baseDS.tradeAlertDataTable();
data.baseDS.portfolioDetailDataTable portfolioDetailTbl = new data.baseDS.portfolioDetailDataTable();
DataView portfolioDetailView = new DataView(portfolioDetailTbl);
//Sort by Stock code + Strategy code
portfolioDetailView.Sort = portfolioDetailTbl.codeColumn.ColumnName + "," + portfolioDetailTbl.subCodeColumn.ColumnName;
DataRowView[] portfolioDetailFound;
data.baseDS.portfolioDetailRow portfolioDataRow;
portfolioDetailTbl = data.DbAccess.GetPortfolioDetail_ByType(new AppTypes.PortfolioTypes[] { AppTypes.PortfolioTypes.WatchList, AppTypes.PortfolioTypes.Portfolio });
// Only alert on stock codes that were selected by user.
for (int alertId = 0; alertId < alertList.Length; alertId++)
{
// Check if alert's strategy in user's wish list ??
portfolioDetailFound = portfolioDetailView.FindRows(new object[] { alertList[alertId].StockCode, alertList[alertId].Strategy.Trim() });
for (int dataIdx = 0; dataIdx < portfolioDetailFound.Length; dataIdx++)
{
// Check if time alert's time scale in user's wish list ??
portfolioDataRow = ((data.baseDS.portfolioDetailRow)portfolioDetailFound[dataIdx].Row);
timeScaleList = common.MultiValueString.String2List(portfolioDataRow.data.Trim());
if (!timeScaleList.Contains(alertList[alertId].TimeScale.Code))
{
continue;
}
//Do not crete alert if there is a NEW one.
tradeAlertRow = data.DbAccess.GetLastAlert(frDate, toDate, portfolioDataRow.portfolio,
alertList[alertId].StockCode,
alertList[alertId].Strategy,
alertList[alertId].TimeScale.Code,
(byte)AppTypes.CommonStatus.New);
if (tradeAlertRow != null)
{
continue;
}
//Availabe stock
if (withAplicableCheckInAlert)
{
availabeQty = data.AppLibs.GetAvailableStock(alertList[alertId].StockCode, portfolioDataRow.portfolio,
Settings.sysStockSell2BuyInterval, alertList[alertId].OnDateTime);
}
else
{
availabeQty = int.MaxValue;
}
//Aplicable to sell
if ((alertList[alertId].TradePoint.TradeAction == AppTypes.TradeActions.Sell ||
alertList[alertId].TradePoint.TradeAction == AppTypes.TradeActions.ClearAll) && (availabeQty <= 0))
{
continue;
}
msg = " - Giá : " + alertList[alertId].Price.ToString() + common.Consts.constCRLF +
" - K/L giao dịch : " + alertList[alertId].Volume.ToString() + common.Consts.constCRLF +
" - Xu hướng : (" + alertList[alertId].TradePoint.BusinessInfo.ToString() + "," +
alertList[alertId].TradePoint.BusinessInfo.LongTermTrend + ")" + common.Consts.constCRLF +
" - K/L sở hữu hợp lệ : " + availabeQty.ToString() + common.Consts.constCRLF;
CreateTradeAlert(tradeAlertTbl, portfolioDataRow.portfolio, alertList[alertId].StockCode, alertList[alertId].Strategy,
alertList[alertId].TimeScale, alertList[alertId].TradePoint, toDate, msg);
}
}
data.DbAccess.UpdateData(tradeAlertTbl);
}
