private void buttonLoadTransactions_Click(object sender, EventArgs e)
{
using (OpenFileDialog openFileDialog = new OpenFileDialog())
{
openFileDialog.InitialDirectory = Environment.GetFolderPath(Environment.SpecialFolder.Desktop);
//openFileDialog.Filter = "txt files (*.txt)|*.txt|All files (*.*)|*.*";
openFileDialog.Filter = "CSV files (*.csv)|*.csv";
openFileDialog.FilterIndex = 1;
openFileDialog.RestoreDirectory = true;
if (openFileDialog.ShowDialog() == DialogResult.OK)
{
try
{
Stream fileStream = openFileDialog.OpenFile();
string name = "New portfolio";
APIResponse <Portfolio> response = PortfoliosAPICaller.CreateNewPortfolioFromTransacions(userName, name, fileStream);
if (response.Ok)
{
Show(response.Content);
}
else
{
MessageBox.Show(response.ErrorMessage, "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}
catch (Exception ex)
{
MessageBox.Show(ex.Message, "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}
}
}
private void LoadPortfolios()
{
try
{
_portfolios = PortfoliosAPICaller.GetPortfoliosByUser(userName);
dataGridViewPortfolios.DataSource = _portfolios;
portfolioSummaryUserControl1.Clear();
}
catch (Exception ex)
{
_portfolios = null;
MessageBox.Show(ex.Message, "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}
private void UpdatePortfolio(Portfolio portfolio, decimal marketValue)
{
bool ok = PortfoliosAPICaller.Save(portfolio.Id, marketValue, out APIResponse <bool> response, out string message);
if (ok)
{
if (response.Ok)
{
MessageBox.Show(response.ErrorMessage, "Update process", MessageBoxButtons.OK, MessageBoxIcon.Information);
}
else
{
MessageBox.Show(response.ErrorMessage, "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}
else
{
MessageBox.Show(message, "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}
private void LaunchUpdateTask(Portfolio portfolio)
{
if (_updateTask != null)
{
MessageBox.Show("Task is already running", "Update proces", MessageBoxButtons.OK, MessageBoxIcon.Information);
return;
}
if (_selectedPortfolio == null)
{
MessageBox.Show("Must select a portfolio", "Update proces", MessageBoxButtons.OK, MessageBoxIcon.Warning);
return;
}
_updateTask = Task.Factory.StartNew(() =>
{
try
{
//update market values
int i = 0;
decimal total = 0;
while (i < portfolio.AssetAllocations.Count)
{
AssetAllocation assetAllocation = portfolio.AssetAllocations[i];
try
{
bool ok = PortfoliosAPICaller.UpdateAssetAllocation(assetAllocation, out APIResponse <AssetAllocation> response, out string message);
decimal marketValue;
if (ok)
{
marketValue = response.Content.MarketValue.Value;
portfolio.AssetAllocations[i] = response.Content;
}
else
{
marketValue = 0;
}
total += marketValue;
Invoke(new Action(() => dataGridViewAssets.Refresh()));
}
catch (Exception ex)
{
_logger.Error($"LaunchUpdateTask failed for portfolio='{portfolio.Name}' (UserId='{portfolio.UserId}'), Ticker={assetAllocation.Asset.Ticker}: {ex.Message}", ex);
}
i++;
}
//pending to update percentages
foreach (AssetAllocation assetAllocation in portfolio.AssetAllocations)
{
if (assetAllocation.MarketValue.HasValue)
{
assetAllocation.Percentage = assetAllocation.MarketValue.Value / total * 100;
}
else
{
if (assetAllocation.Costs.HasValue)
{
assetAllocation.Percentage = assetAllocation.Costs.Value / total * 100;
}
}
Invoke(new Action(() => dataGridViewAssets.Refresh()));
}
Invoke(new Action(() =>
{
CalculateTotals(portfolio, true);
}));
}
catch (Exception ex)
{
_logger.Error($"LaunchUpdateTask failed for portfolio='{portfolio.Name}' (UserId='{portfolio.UserId}'): {ex.Message}", ex);
MessageBox.Show(ex.Message, "Prices update failed", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
finally
{
_updateTask = null;
}
});
}
