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); }