/// <summary>
/// Get the interested tradingDay. If today is Friday, and freq is Weekly, the whole week days is returned.
/// Or, if freq is Daily, only today is returned.
/// </summary>
/// <param name="client_"></param>
/// <param name="date_"></param>
/// <param name="freq_"></param>
/// <returns>The interested days.</returns>
private List <string> prepareAndUpdateDate(Client client_, string date_, ReportFrequency freq_)
{
List <string> dateSpan = DateTimeUtil.getDateSpan(date_, freq_, StoredProcMgr.MANAGER.getTradingDays());
StoredProcMgr.MANAGER.updateTmpTradingDay(freq_, dateSpan);
return(dateSpan);
}
public void addClientToMail(Client client_, ReportFrequency freq_)
{
string freq = freq_ == ReportFrequency.NONE ? "" : freq_.ToString();
body += (freq + " ClientReport " + client_.getClientName() + "(" + client_.getAccountId() + ") ClientOrder " + client_.getTradeCount() + " ");
body += Environment.NewLine;
}
private static bool isInSameRange(string anchor_, string target_, ReportFrequency freq_)
{
if (ReportFrequency.WEEKLY == freq_)
{
return(isSameWeek(anchor_, target_));
}
else
{
return(isSameMonth(anchor_, target_));
}
}
public override string ToCSV()
{
string outputStr = null;
outputStr += "\"" + ReportFrequency.ToString() + "\",";
outputStr += "\"" + ReportTypeOutput.ReportTypeStr(ReportType) + "\",";
outputStr += "\"\",";
outputStr += "\"" + ReportMessage + "\",";
outputStr += "\"" + Path + "\"";
return(outputStr);
}
/// <summary>
/// Generate and send client report
/// </summary>
/// <param name="client_">Client info, containing trades.</param>
/// <param name="dateSpan_">tradingDays.</param>
/// <returns>to whom the report is sent. Will log it and write this info to email.</returns>
private void doReport(Client client_, List <string> dateSpan_, ReportFrequency frequency_)
{
excelHelper.before(client_, dateSpan_);
string fileDir = excelHelper.createWorkSheet(client_);
fileMgr.recordAnExcel(fileDir);
string toList = ReportSenderMgr.SENDER.sendClientReport(client_, dateSpan_, fileDir);
ReportSenderMgr.SENDER.getExecReportSender().addClientToMail(client_, frequency_);
ReportSenderMgr.SENDER.getExecReportSender().addMessage(toList);
}
/// <summary>
/// Prepare and send report
/// </summary>
/// <param name="client_">The client</param>
/// <param name="date_">tradingDay</param>
/// <param name="freq_">Report frequency</param>
private void prepareSendReport(Client client_, string date_, ReportFrequency freq_)
{
List <string> dateSpan = prepareAndUpdateDate(client_, date_, freq_);
bool hasTrades = prepareClientTrades(client_);
logger.Info(client_.getClientName() + " of date " + date_ + " has trades :" + hasTrades);
if (hasTrades)
{
doReport(client_, dateSpan, freq_);
}
}
/*
* Set TmpTradingDay whenever the target dates are known.
* */
public void updateTmpTradingDay(ReportFrequency freq_, List <string> dateSpan_)
{
if (freq_ == lastUpdateFreq)
{
return;
}
else
{
clientOrderProc.updateTmpTradingDay(dateSpan_, connection);
lastUpdateFreq = freq_;
}
}
public override string ToString()
{
string outputStr = null;
outputStr += ReportFrequency.ToString() + '\t';
outputStr += _delimiterFlag.ToString() + '\t';
outputStr += ReportTypeOutput.ReportTypeStr(ReportType) + '\t';
outputStr += PathResolves.ToString() + '\t';
outputStr += ReportMessage + '\t';
outputStr += Path + '\t';
return(outputStr);
}
private StoredProcMgr()
{
this.tradingDayProc = new StoredProcGetTradingDay();
this.clientOrderProc = new StoredProcClientOrder();
this.exchangeOrderProc = new StoredProcExchangeOrder();
this.conditionOrderProc = new StoredProcConditionOrder();
this.engineListProc = new StoredProcGetEngineList();
this.clientsProc = new StoredProcGetClients();
this.newClientProc = new StoredProcGetNewClient();
this.multiplierProc = new StoredProcGetMultiplier();
this.lastUpdateFreq = ReportFrequency.NONE;
}
protected override void parseResult(SqlDataReader reader_)
{
while (reader_.Read())
{
string accountId = reader_["accountId"].ToString();
string clientName = reader_["clientName"].ToString();
string email = reader_["email"].ToString();
string repsentEmail = reader_["repsentEmail"].ToString();
bool sendToClient = reader_["sendToClient"].ToString().Equals(ISVALID) ? true : false;
//bool mergeOrder = reader_["mergeOrder"].ToString().Equals(ISVALID) ? true : false;
string freq = reader_["reportFrequency"].ToString().ToUpper();
ReportFrequency frequency = (ReportFrequency)System.Enum.Parse(typeof(ReportFrequency), freq);
bool isValid = reader_["isValid"].ToString().Equals(ISVALID) ? true : false;
string clientAbbr = reader_["clientAbbreviation"].ToString();
clientList.Add(new Client(accountId, clientName, email, repsentEmail, sendToClient, frequency, isValid, clientAbbr));
}
}
// FIXME Better in another seperate class?
public static List <string> getDateSpan(string anchor_, ReportFrequency freq_, List <string> tradingDays_)
{
List <string> dateSpan = new List <string>();
if (ReportFrequency.NONE == freq_)
{
return(dateSpan);
}
else if (ReportFrequency.DAILY == freq_)
{
dateSpan.Add(anchor_);
return(dateSpan);
}
else
{
return(getDateRange(anchor_, freq_, tradingDays_));
}
}
/// <summary>
/// Construct a client, which is read from database
/// </summary>
/// <param name="accountId_">Client AccountId</param>
/// <param name="clientName_">client name, say the company name</param>
/// <param name="email_">Client Email</param>
/// <param name="repsentEmail_">Representative Email, one guy of our own who covers this client</param>
/// <param name="sendToClient_">If true, send report to client; if false, send to representative</param>
/// <param name="mergeOrders_">If true, same stock, same day should be merged as one order; false otherwise</param>
/// <param name="frequency_">Report frequency</param>
/// <param name="isValid_">If this client is valid</param>
public Client(string accountId_, string clientName_, string email_,
string repsentEmail_, bool sendToClient_,
ReportFrequency frequency_, bool isValid_, string clientAbbr_)
{
accountId = accountId_;
clientName = clientName_;
email = email_;
repsentEmail = repsentEmail_;
sendToClient = sendToClient_;
//mergeOrders = mergeOrders_;
frequency = frequency_;
isValid = isValid_;
this.clientAbbr = clientAbbr_;
tradingDays = new List <string>();
ccList = new List <string>();
trades = new List <SavedClientOrder>();
}
private static List <string> getDateRange(string anchor_, ReportFrequency freq_, List <string> tradingDays_)
{
List <string> weekDays = new List <string>();
int idx = tradingDays_.IndexOf(anchor_);
string targetDay = null;
for (int i = idx; i >= 0; i--)
{
targetDay = tradingDays_[i];
if (isInSameRange(anchor_, targetDay, freq_))
{
weekDays.Add(targetDay);
}
else
{
break;
}
}
return(weekDays);
}
private static ParameterValue DateTimeRangeParameterForReportFrequency(ReportFrequency reportFrequency)
{
return new ParameterValue(DateTimeRangeParameterName, reportFrequency == ReportFrequency.Daily ? YesterdayDateTimeRangeValue : LastSevenDaysDateTimeRangeValue);
}
private static IEnumerable<ParameterValue> DateTimeRangeParameterArrayForReportFrequency(ReportFrequency reportFrequency)
{
return new[] { DateTimeRangeParameterForReportFrequency(reportFrequency) };
}
/// <summary>
/// Parses the settings string into its configuration settings.
/// </summary>
/// <param name="settings"></param>
private void ParseSettings(string settings)
{
XmlDocument doc = new XmlDocument();
doc.LoadXml(settings);
// Get whether reporting is enabled.
enabled = Boolean.Parse(doc.DocumentElement.GetAttribute("enabled"));
if (Enabled)
{
// Get the frequency of the report generation.
XmlElement element = doc.DocumentElement.SelectSingleNode("generate") as XmlElement;
if (element != null)
{
string s = element.GetAttribute("frequency");
if (s != String.Empty)
{
frequency = ( ReportFrequency )Enum.Parse(
typeof(ReportFrequency),
s,
true);
}
else
{
log.Error("Invalid report settings format. No frequency attribute was specified.");
}
}
else
{
log.Error("Invalid report settings format. No generate element was specified.");
}
// All frequencies will have a time specified.
XmlElement child = element.SelectSingleNode("time") as XmlElement;
if (child != null)
{
DateTime dt = DateTime.Parse(child.InnerText);
timeOfDay = new TimeSpan(dt.Hour, dt.Minute, 0);
}
else
{
log.Error("Invalid report settings format. No time element was specified.");
}
// Depending on the frequency type, the time parameters will be different.
switch (frequency)
{
case ReportFrequency.Daily:
break;
case ReportFrequency.Weekly:
// Get the day of the week.
child = element.SelectSingleNode("dayofweek") as XmlElement;
if (child != null)
{
weekday = ( DayOfWeek )Enum.Parse(typeof(DayOfWeek), child.InnerText, true);
}
else
{
log.Error("Invalid report settings format. No day of week element was specified.");
}
break;
case ReportFrequency.Monthly:
// Get the day of the month.
child = element.SelectSingleNode("dayofmonth") as XmlElement;
if (child != null)
{
dayOfMonth = Convert.ToInt32(child.InnerText);
}
else
{
log.Error("Invalid report settings format. No day of month element was specified.");
}
break;
}
// Get the report location information.
element = doc.DocumentElement.SelectSingleNode("location") as XmlElement;
if (element != null)
{
isiFolder = (element.InnerText == "ifolder") ? true : false;
}
else
{
log.Error("Invalid report settings format. No location element was specified.");
}
// Get the report format.
element = doc.DocumentElement.SelectSingleNode("format") as XmlElement;
if (element != null)
{
format = ( ReportFormat )Enum.Parse(typeof(ReportFormat), element.InnerText, true);
}
else
{
log.Error("Invalid report settings format. No format element was specified.");
}
}
}