public async Task <IResult <List <SleeveStrategyVerbose> > > GetSleeveStrategyVerboseByRepIdAsync(int RepId)
{
var request = new Request("Trading/SleeveStrategy/Verbose?RepId={id}", Method.GET);
request.AddUrlSegment("id", Convert.ToString(RepId));
return(await client.ExecuteTaskAsync <List <SleeveStrategyVerbose> >(request));
}
public async Task <IResult <BrokerDealer> > GetAsync(long id)
{
var request = new Request("Portfolio/BrokerDealers/{id}", Method.GET);
request.AddUrlSegment("id", id.ToString());
return(await client.ExecuteTaskAsync <BrokerDealer>(request));
}
public async Task <IResult <ClientSimple> > GetAsync(long id)
{
var request = new Request("Portfolio/Clients/{id}/Simple", Method.GET);
request.AddUrlSegment("id", id.ToString());
return(await client.ExecuteTaskAsync <ClientSimple>(request));
}
public async Task <IResult <IEnumerable <BrokerDealerSimple> > > SearchAsync(string search)
{
var request = new Request("Portfolio/BrokerDealers/Simple/{search}", Method.GET);
request.AddUrlSegment("search", search.ToString());
return(await client.ExecuteTaskAsync <IEnumerable <BrokerDealerSimple> >(request));
}
public async Task <IResult <SubAdvisor> > GetAsync(long id)
{
var request = new Request("Portfolio/SubAdvisors/{id}", Method.GET);
request.AddUrlSegment("id", Convert.ToString(id));
return(await client.ExecuteTaskAsync <SubAdvisor>(request));
}
public async Task <IResult <IEnumerable <PlanVerbose> > > GetAllAsync(bool?IsActive = false, params PlanExpands[] expands)
{
var request = new Request("Portfolio/Plans/Verbose", Method.GET);
request.AddExpandQueryParameters(Array.ConvertAll <PlanExpands, int>(expands, delegate(PlanExpands value) { return((int)value); }));
return(await client.ExecuteTaskAsync <IEnumerable <PlanVerbose> >(request));
}
/// <summary>
/// Creates a new Representative.
/// </summary>
/// <param name="representative"></param>
/// <returns>Returns Result object with verbose Representative. (no collections)</returns>
public async Task <IResult <RepresentativeVerbose> > CreateAsync(RepresentativeVerbose representative)
{
var request = new Request("Portfolio/Representatives/Verbose", Method.POST);
request.AddParameter("application/json", JsonConvert.SerializeObject(representative));
return(await client.ExecuteTaskAsync <RepresentativeVerbose>(request));
}
public async Task <IResult <Token> > GetImpersonationToken(string entity, string entityId)
{
var request = new Request(Method.GET, AuthenticationHelpers.ImpersonationPath);
request.AddHeader("Entity", entity);
request.AddHeader("EntityId", entityId);
return(await client.ExecuteTaskAsync <Token>(request));
}
public async Task <IResult <IEnumerable <long> > > ActivateAsync(bool isActive, IEnumerable <long> ids)
{
var request = new Request("Security/Users/Action/Activate", Method.PUT);
request.AddQueryParameter("activate", isActive.ToString());
request.AddParameter("application/json", JsonConvert.SerializeObject(ids));
return(await client.ExecuteTaskAsync <IEnumerable <long> >(request));
}
public async Task <IResult <IEnumerable <PlanSponsorSimple> > > GetAllAsync(int top = 10000, int skip = 0, bool?isActive = true)
{
var request = new Request("Portfolio/PlanSponsors/Simple", Method.GET);
request.AddTopSkipQueryParameters(top, skip);
return(await client.ExecuteTaskAsync <IEnumerable <PlanSponsorSimple> >(request));
}
public async Task <IResult <Account> > GetAccountByAccountNumber(string accountNumber)
{
var request = new Request("Portfolio/Accounts/{accountNumber}", Method.GET);
request.AddUrlSegment("accountNumber", accountNumber);
return(await client.ExecuteTaskAsync <Account>(request));
}
public async Task <IResult <Logo> > UploadMainThemeLogoAsync(string entityType, long entityId, string logoData)
{
var request = new Request($"Settings/CustomSettings/theme-main-logo?entity={entityType}&entityId={entityId}", Method.PUT);
var logo = new Logo()
{
ImageStream = logoData,
PromptName = "theme-main-logo",
Category = "global",
CustomAppSetting = "ClientPortal"
};
request.AddParameter("application/json", JsonConvert.SerializeObject(logo));
//request.AddParameter(mimeType, brokerDealerLogo.ToString());
return(await client.ExecuteTaskAsync <Logo>(request));
}
public async Task <IResult <BrokerDealerVerbose> > CreateAsync(BrokerDealerVerbose brokerDealer)
{
var request = new Request("Portfolio/BrokerDealers/Verbose", Method.POST);
request.AddParameter("application/json", JsonConvert.SerializeObject(brokerDealer));
return(await client.ExecuteTaskAsync <BrokerDealerVerbose>(request));
}
internal static async Task <Token> HandleBasicAuthenticationAsync(OrionApiClient OrionClient, Request request, Credentials credentials)
{
var authRequest = new Request(Method.GET, AuthenticationPath);
ApplyBasicAuthentication(authRequest, credentials);
var response = await OrionClient.ExecuteTaskAsync <Token>(authRequest);
if (response.StatusCode != StatusCode.OK)
{
throw new Exception("Unable to obtain Orion API token.");
}
return(response.Data);
}
public async Task <IResult <List <UserDetail> > > GetAllAsync(string entity = null, bool?isActive = null, bool?populateEntityName = null, long?entityId = null)
{
var request = new Request("Security/Profiles", Method.GET);
if (!string.IsNullOrEmpty(entity))
{
request.AddQueryParameter("entity", entity);
}
if (isActive.HasValue)
{
request.AddQueryParameter("isActive", isActive.Value ? "1" : "0");
}
if (populateEntityName.HasValue)
{
request.AddQueryParameter("populateEntityName", populateEntityName.Value ? "1" : "0");
}
if (entityId.HasValue)
{
request.AddQueryParameter("entityId", entityId.Value.ToString());
}
return(await client.ExecuteTaskAsync <List <UserDetail> >(request));
}