public async Task <DialogTurnResult> GetAttributionsAsync(WaterfallStepContext stepContext, CancellationToken cancellationToken)
{
var fundName = (string)stepContext.Result;
var attributionModel = (FundAttributionModel)stepContext.Values[FundAttributionModelValue];
//save given fund name (if any) to the model
if (fundName != null)
{
fundName = fundName.Trim().ToLower();
//if selected choice was "Mid cap fund" etc, we must add PI to the front. (does not apply to PI Fund)
if (fundName != Common.PIFundNames[Common.PIFundIndexInNamesList].ToLower())
{
fundName = "PI " + fundName;
}
attributionModel.FundName = fundName;
}
//get fund contributors or detractors
var fundAttributions = APIService.GetFundAttributions(attributionModel).Result;
//format it in a header -> subtitle -> data
var placeholder = attributionModel.ContributorsOrDetractors == 0 ? "contributors" : "detractors";
var response = ChannelFormattingService.FormatHeaderSubtitleAndList(stepContext.Context,
$"{attributionModel.FundTicker} top {placeholder}:", fundAttributions);
await stepContext.Context.SendActivityAsync(response, null, null, cancellationToken);
return(await stepContext.EndDialogAsync(null, cancellationToken));
}
private async Task <DialogTurnResult> GetSectorWeightingsAsync(WaterfallStepContext stepContext, CancellationToken cancellationToken)
{
var fundName = (string)stepContext.Result;
var sectorModel = (FundSectorWeightsModel)stepContext.Values[FundSectorModelValue];
//if a fund was selected from the previous step, save it to the model.
if (fundName != null)
{
fundName = fundName.Trim().ToLower();
if (fundName != "all funds" && fundName != Common.PIFundNames[Common.PIFundIndexInNamesList].ToLower())
{
fundName = "PI " + fundName;
}
sectorModel.AddFund(fundName);
}
//if the funds requested contains the fixed income fund, tell the user that no sector weightings exist and remove it.
if (sectorModel.Funds.Any(s => s == "PRFIX"))
{
await stepContext.Context.SendActivityAsync(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, "The PI Fixed Income Fund does not contain sector weightings"));
sectorModel.Funds.RemoveAll(s => s == "PRFIX");
stepContext.Values[FundSectorModelValue] = sectorModel;
//if the fixed income fund was the only fund requested, end the dialog.
if (sectorModel.Funds.Count == 0)
{
return(await stepContext.EndDialogAsync(null, cancellationToken));
}
}
//get the fund sector weights
var fundSectorWeights = APIService.GetFundSectorWeights(sectorModel).Result;
//format the sector weights in header -> subtitles -> list.
var response = ChannelFormattingService.FormatHeaderSubtitleAndList(stepContext.Context,
$"{CultureInfo.InvariantCulture.TextInfo.ToTitleCase(sectorModel.Sector)} sector weights", fundSectorWeights);
await stepContext.Context.SendActivityAsync(response, null, null, cancellationToken);
return(await stepContext.EndDialogAsync(null, cancellationToken));
}
private async Task <DialogTurnResult> GetHoldingsStepAsync(WaterfallStepContext stepContext, CancellationToken cancellationToken)
{
var fundName = ((string)stepContext.Result);
var holdingModel = (FundHoldingsModel)stepContext.Values[FundHoldingModelValue];
//if a fund name was selected from the previous step, save it to the model
if (fundName != null)
{
fundName = fundName.Trim().ToLower();
if (fundName == "all funds")
{
holdingModel.AllFunds = true;
}
else if (fundName != Common.PIFundNames[Common.PIFundIndexInNamesList].ToLower())
{
fundName = "PI " + fundName;
}
holdingModel.FundName.Add(fundName);
stepContext.Values[FundHoldingModelValue] = holdingModel;
}
//get all holdings
var allHoldings = await APIService.GetFundHoldingsAttributes(holdingModel);
//if none were found,the company is not a holding in the requested funds.
if (allHoldings == null)
{
await stepContext.Context.SendActivityAsync(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, $"{CultureInfo.InvariantCulture.TextInfo.ToTitleCase(holdingModel.Company)} is not a holding in the requested fund"));
return(await stepContext.EndDialogAsync(null, cancellationToken));
}
//format the holdings in a header -> subititle -> list
var response = ChannelFormattingService.FormatHeaderSubtitleAndList(stepContext.Context,
$"{CultureInfo.InvariantCulture.TextInfo.ToTitleCase(holdingModel.Company)}" + " holding information:", allHoldings);
await stepContext.Context.SendActivityAsync(response, null, null, cancellationToken);
return(await stepContext.EndDialogAsync(null, cancellationToken));
}