private void CreateTreeView(databases.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 + "'";
databases.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 = (databases.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);
}
}
protected override void SaveData()
{
databases.baseDS.portfolioDetailDataTable defaultStrategyTbl = DataAccess.Libs.GetPortfolioDetail_ByCode(DataAccess.Libs.GetPortfolio_DefaultStrategy().code);
databases.baseDS.portfolioDetailDataTable portfolioDetailTbl;
for (int portfolioIdx = 0; portfolioIdx < watchListLb.myCheckedValues.Count; portfolioIdx++)
{
databases.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]);
databases.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 DeletePortfolioData(databases.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(databases.baseDS.portfolioDetailDataTable frDataTbl,
databases.baseDS.portfolioDetailDataTable toDataTbl,
string porfolioCode, string stockCode)
{
databases.baseDS.portfolioDetailRow row;
for (int idx = 0; idx < frDataTbl.Rows.Count; idx++)
{
row = toDataTbl.NewportfolioDetailRow();
AppLibs.InitData(row);
row.portfolio = porfolioCode;
row.code = stockCode;
row.subCode = frDataTbl[idx].subCode;;
row.data = frDataTbl[idx].data;
toDataTbl.AddportfolioDetailRow(row);
}
}
//private static void SaveLastRunTime(DateTime onTime)
//{
// StringCollection aFields = new StringCollection();
// StringCollection aValues = new StringCollection();
// aFields.Add(Configuration.configKeys.sysTradeAlertLastRun.ToString());
// aValues.Add(onTime.ToString());
// application.Configuration.SaveConfig(aFields, aValues);
//}
//withAplicableCheckInAlert = true : Sell alerts only create when user owned stock that is applible to sell
/// <summary>
/// Create alerts for all stock in portfolio and return number of alerts created
/// </summary>
/// <param name="alertList"> all alert resulted from analysis </param>
private static int CreateTradeAlert(TradeAlertItem[] alertList)
{
int noAlertCreated = 0;
string msg;
StringCollection timeScaleList;
databases.baseDS.tradeAlertRow tradeAlertRow;
databases.baseDS.tradeAlertDataTable tradeAlertTbl = new databases.baseDS.tradeAlertDataTable();
//Watch list : sort by Stock code + Strategy code
databases.baseDS.portfolioDetailDataTable watchlistTbl = databases.DbAccess.GetPortfolioDetail_ByType(new AppTypes.PortfolioTypes[] { AppTypes.PortfolioTypes.WatchList });
DataView watchlistView = new DataView(watchlistTbl);
watchlistView.Sort = watchlistTbl.codeColumn.ColumnName + "," + watchlistTbl.subCodeColumn.ColumnName;
//Portfolio : Sort by Stock code
databases.tmpDS.investorStockDataTable investorStockTbl = new databases.tmpDS.investorStockDataTable();
databases.DbAccess.LoadStockOwnedByAll(investorStockTbl);
DataView investorStockView = new DataView(investorStockTbl);
investorStockView.Sort = investorStockTbl.stockCodeColumn.ColumnName;
DataRowView[] foundRows;
// Only create alerts for codes in user's watchlist.
for (int alertId = 0; alertId < alertList.Length; alertId++)
{
databases.baseDS.portfolioDetailRow portfolioDetailRow;
//===============================================
// Check if alert's strategy in user's wish list
//===============================================
foundRows = watchlistView.FindRows(new object[] { alertList[alertId].StockCode, alertList[alertId].Strategy.Trim() });
for (int dataIdx = 0; dataIdx < foundRows.Length; dataIdx++)
{
// Check if alert's time scale in user's wish list ??
portfolioDetailRow = ((databases.baseDS.portfolioDetailRow)foundRows[dataIdx].Row);
timeScaleList = common.MultiValueString.String2List(portfolioDetailRow.data.Trim());
if (!timeScaleList.Contains(alertList[alertId].TimeScale.Code))
{
continue;
}
//Ignore duplicate alerts.
tradeAlertRow = databases.DbAccess.GetOneAlert(alertList[alertId].OnDateTime,
portfolioDetailRow.portfolio,
alertList[alertId].StockCode,
alertList[alertId].Strategy,
alertList[alertId].TimeScale.Code,
AppTypes.CommonStatus.All);
if (tradeAlertRow != null)
{
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 = Consts.constTextMergeMarkerLEFT + "price" + Consts.constTextMergeMarkerRIGHT + " : " + alertList[alertId].Price.ToString() + common.Consts.constCRLF +
Consts.constTextMergeMarkerLEFT + "volume" + Consts.constTextMergeMarkerRIGHT + " : " + alertList[alertId].Volume.ToString() + common.Consts.constCRLF +
Consts.constTextMergeMarkerLEFT + "marketInfo" + Consts.constTextMergeMarkerRIGHT + " : " + infoText + common.Consts.constCRLF;
CreateTradeAlert(tradeAlertTbl, portfolioDetailRow.portfolio, alertList[alertId].StockCode, alertList[alertId].Strategy,
alertList[alertId].TimeScale, alertList[alertId].TradePoint, alertList[alertId].OnDateTime, msg);
noAlertCreated++;
}
//===============================================
// Create alerts for all codes in user's porfolio
//===============================================
foundRows = investorStockView.FindRows(new object[] { alertList[alertId].StockCode });
for (int dataIdx = 0; dataIdx < foundRows.Length; dataIdx++)
{
// Check if alert's time scale in user's wish list ??
databases.tmpDS.investorStockRow investorStockRow = ((databases.tmpDS.investorStockRow)foundRows[dataIdx].Row);
if (investorStockRow.qty == 0)
{
continue;
}
//Ignore duplicate alerts.
tradeAlertRow = databases.DbAccess.GetOneAlert(alertList[alertId].OnDateTime,
investorStockRow.portfolio,
alertList[alertId].StockCode,
alertList[alertId].Strategy,
alertList[alertId].TimeScale.Code,
AppTypes.CommonStatus.All);
if (tradeAlertRow != null)
{
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 = Consts.constTextMergeMarkerLEFT + "price" + Consts.constTextMergeMarkerRIGHT + " : " + alertList[alertId].Price.ToString() + common.Consts.constCRLF +
Consts.constTextMergeMarkerLEFT + "volume" + Consts.constTextMergeMarkerRIGHT + " : " + alertList[alertId].Volume.ToString() + common.Consts.constCRLF +
Consts.constTextMergeMarkerLEFT + "marketInfo" + Consts.constTextMergeMarkerRIGHT + " : " + infoText + common.Consts.constCRLF;
msg += Consts.constTextMergeMarkerLEFT + "ownedQty" + Consts.constTextMergeMarkerRIGHT + " : " + investorStockRow.qty.ToString() + common.Consts.constCRLF;
CreateTradeAlert(tradeAlertTbl, investorStockRow.portfolio, alertList[alertId].StockCode, alertList[alertId].Strategy,
alertList[alertId].TimeScale, alertList[alertId].TradePoint, alertList[alertId].OnDateTime, msg);
noAlertCreated++;
}
}
databases.DbAccess.UpdateData(tradeAlertTbl);
return(noAlertCreated);
}
public bool UpdatePortfolioDetail(ref databases.baseDS.portfolioDetailDataTable portfolioDetailTbl)
{
return(base.Channel.UpdatePortfolioDetail(ref portfolioDetailTbl));
}
public databases.baseDS.portfolioDetailDataTable GetPortfolioDetail_ByCode(string portfolioCode)
{
try
{
databases.baseDS.portfolioDetailDataTable tbl = new databases.baseDS.portfolioDetailDataTable();
databases.DbAccess.LoadData(tbl, portfolioCode);
return tbl;
}
catch (Exception ex)
{
WriteSysLogLocal("WS049", ex);
}
return null;
}
