/// <summary>
/// Constructs a hierarchical view of the appraisal including the active position and the positionTarget.
/// </summary>
/// <param name="AccountId"> identifier of the account.</param>
/// <remarks>
/// Table locks needed:
/// Read: Allocation
/// Read: Account
/// Read: Model
/// Read: PositionTarget
/// Read: ProposedOrder
/// Read: Object
/// Read: ObjectTree
/// Read: Order
/// Read: Scheme
/// Read: Security
/// Read: TaxLot
/// </remarks>
public Appraisal(DataModel.AccountRow accountRow, bool includeChildren)
{
// Clearing out the schema record will exclude any sector information in the outline.
this.schemeRow = null;
// Recursively build the document outline from the active position.
BuildAppraisalSet(accountRow, includeChildren);
}
/// <summary>
/// Constructs a hierarchical view of the appraisal including the active position and the positionTarget.
/// </summary>
/// <param name="accountRow">The parent account used to construct the outline.</param>
/// <param name="schemeRow">The security classification scheme used to construct the outline.</param>
/// <remarks>
/// Table locks needed:
/// Read: Allocation
/// Read: Account
/// Read: Model
/// Read: PositionTarget
/// Read: ProposedOrder
/// Read: Object
/// Read: ObjectTree
/// Read: Order
/// Read: Scheme
/// Read: Security
/// Read: TaxLot
/// </remarks>
public Appraisal(DataModel.AccountRow accountRow, DataModel.SchemeRow schemeRow, bool includeChildren)
{
// The scheme record drives the building of the appraisal.
this.schemeRow = schemeRow;
// Recursively build the document outline from the active position.
BuildAppraisalSet(accountRow, includeChildren);
}
/// <summary>
/// Constructs a hierarchical view of the appraisal including the active position and the positionTarget.
/// </summary>
/// <param name="AccountId">The account identifier.</param>
/// <param name="ModelId">The model identifier.</param>
/// <remarks>
/// Table locks needed:
/// Read: Allocation
/// Read: Account
/// Read: Model
/// Read: PositionTarget
/// Read: ProposedOrder
/// Read: Object
/// Read: ObjectTree
/// Read: Order
/// Read: Scheme
/// Read: Security
/// Read: TaxLot
/// </remarks>
public Appraisal(DataModel.AccountRow accountRow, DataModel.ModelRow modelRow, bool includeChildren)
{
// Only the sector that are in this scheme are included in the outline. If no scheme is found, there
// won't be any security classification data in the outline.
int SchemeId = (modelRow.IsSchemeIdNull()) ? accountRow.SchemeId : modelRow.SchemeId;
this.schemeRow = DataModel.Scheme.FindBySchemeId(SchemeId);
// Add each of the SecurityIdentified in the model to the document outline.
foreach (DataModel.PositionTargetRow positionTargetRows in modelRow.GetPositionTargetRows())
{
BuildSecurity(accountRow.AccountId, positionTargetRows.SecurityId, positionTargetRows.PositionTypeCode);
}
// Recursively build the document outline from the active position.
BuildAppraisalSet(accountRow, includeChildren);
}