private void CalculateCashAmt()
{
if (this.portfolioSource.Current == null) return;
data.baseDS.portfolioRow row = (data.baseDS.portfolioRow)((DataRowView)this.portfolioSource.Current).Row;
cashAmtEd.Value = row.startCapAmt - row.usedCapAmt;
cashAmtEd.Refresh();
}
public static data.baseDS.portfolioRow GetPortfolio_DefaultStrategy()
{
string cacheKey = MakeCacheKey("SysPortfolio", "DefaultStrategy");
object obj = GetCache(cacheKey);
if (obj != null)
{
return((data.baseDS.portfolioRow)obj);
}
data.baseDS.portfolioRow row = null;
data.baseDS.portfolioDataTable tbl = myClient.GetPortfolio_ByType(AppTypes.PortfolioTypes.PortfolioDefaultStrategy);
if (tbl.Count == 0)
{
row = tbl.NewportfolioRow();
commonClass.AppLibs.InitData(row);
row.type = (byte)AppTypes.PortfolioTypes.PortfolioDefaultStrategy;
row.code = Consts.constNotMarkerNEW;
row.investorCode = commonClass.SysLibs.sysLoginCode;
tbl.AddportfolioRow(row);
myClient.UpdatePortfolio(ref tbl);
}
row = tbl[0];
AddCache(cacheKey, row);
return(row);
}
public override void AddNew(string code)
{
bool saveOnProccessing = this.fOnProccessing;
try
{
this.fOnProccessing = true;
data.baseDS.portfolioRow row = (data.baseDS.portfolioRow)((DataRowView)myMasterSource.AddNew()).Row;
if (row != null)
{
commonClass.AppLibs.InitData(row);
row.type = (byte)this.myWatchListType;
row.investorCode = this.myInvestorCode;
row.code = Consts.constNotMarkerNEW;
interestedStrategy.Clear();
int position = myMasterSource.Position;
myMasterSource.Position = -1;
myMasterSource.Position = position;
SetFirstFocus();
}
PortfolioCurrentChanged();
this.fOnProccessing = saveOnProccessing;
}
catch (Exception er)
{
this.fOnProccessing = saveOnProccessing;
ShowError(er);
}
}
protected void LoadDetailData()
{
if (this.portfolioSource.Current == null)
{
return;
}
data.baseDS.portfolioRow portfolioRow = (data.baseDS.portfolioRow)((DataRowView)this.portfolioSource.Current).Row;
//interested strategy
interestedStrategy.LoadData(portfolioRow.code);
//Investor stock
this.myDataSet.investorStock.Clear();
application.dataLibs.LoadData(this.myDataSet.investorStock, portfolioRow.code);
for (int idx = 0; idx < myDataSet.investorStock.Count; idx++)
{
if (myDataSet.investorStock[idx].RowState == DataRowState.Deleted)
{
continue;
}
application.dataLibs.FindAndCache(myDataSet.stockCode, myDataSet.investorStock[idx].stockCode);
}
//Transaction history
myDataSet.investorTransHistory.Clear();
}
protected override void SaveData()
{
data.baseDS.portfolioDetailDataTable defaultStrategyTbl = DataAccess.Libs.GetPortfolioDetail_ByCode(DataAccess.Libs.GetPortfolio_DefaultStrategy().code);
data.baseDS.portfolioDetailDataTable portfolioDetailTbl;
for (int portfolioIdx = 0; portfolioIdx < watchListLb.myCheckedValues.Count; portfolioIdx++)
{
data.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]);
commonClass.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 static data.baseDS.portfolioRow UpdateData(data.baseDS.portfolioRow row)
{
data.baseDS.portfolioDataTable tbl = new data.baseDS.portfolioDataTable();
tbl.ImportRow(row);
myClient.UpdatePortfolio(ref tbl);
row.AcceptChanges();
return(tbl[0]);
}
private void LoadData()
{
data.baseDS.portfolioRow sysPortfolioRow = DataAccess.Libs.GetPortfolio_DefaultStrategy();
interestedStrategy.myDataTbl = DataAccess.Libs.GetPortfolioDetail_ByCode(sysPortfolioRow.code);
interestedStrategy.myPorfolioCode = sysPortfolioRow.code;
interestedStrategy.myStockCode = sysPortfolioRow.code;
interestedStrategy.Refresh();
}
protected void LoadDetailData()
{
if (this.portfolioSource.Current == null) return;
data.baseDS.portfolioRow portfolioRow = (data.baseDS.portfolioRow)((DataRowView)this.portfolioSource.Current).Row;
//Investor stock
investorStockSource.DataSource = DataAccess.Libs.GetOwnedStock(portfolioRow.code);
data.baseDS.investorStockDataTable investorStockTbl = (investorStockSource.DataSource as data.baseDS.investorStockDataTable);
for (int idx = 0; idx < investorStockTbl.Count; idx++)
{
if (investorStockTbl[idx].RowState == DataRowState.Deleted) continue;
}
}
public override void AddNew(string code)
{
//data.baseDS.portfolioRow lastRow = (data.baseDS.portfolioRow)((DataRowView)myMasterSource.Current).Row;
data.baseDS.portfolioRow row = (data.baseDS.portfolioRow)((DataRowView)myMasterSource.AddNew()).Row;
if (row == null) return;
commonClass.AppLibs.InitData(row);
row.type = (byte)this.myPortfolioType;
row.investorCode = this.myInvestorCode;
row.code = Consts.constNotMarkerNEW;
int position = myMasterSource.Position;
myMasterSource.Position = -1;
myMasterSource.Position = position;
SetFirstFocus();
}
protected override void RemoveCurrent()
{
this.ShowMessage("");
if (myMasterSource.Current == null)
{
return;
}
data.baseDS.portfolioRow row = (data.baseDS.portfolioRow)(myMasterSource.Current as DataRowView).Row;
if (row.HasVersion(DataRowVersion.Original))
{
DataAccess.Libs.DeleteData(row);
}
myMasterSource.RemoveCurrent();
this.ShowMessage(Languages.Libs.GetString("dataWasDeleted"));
}
public override void AddNew(string code)
{
this.AddNewRow();
data.baseDS.portfolioRow row = (data.baseDS.portfolioRow)((DataRowView)myMasterSource.Current).Row;
if (row == null)
{
return;
}
application.dataLibs.InitData(row);
common.myAutoKeyInfo info = application.sysLibs.GetAutoKey(myDataSet.portfolio.TableName, false);
row.code = info.value.ToString().PadLeft(myDataSet.portfolio.codeColumn.MaxLength, '0');
row.investorCode = this.investorCode;
codeEd.Text = row.code;
interestedStrategy.Clear();
}
public bool GetTransactionInfo(ref TransactionInfo transInfo)
{
data.baseDS.priceDataRow priceRow = DbAccess.GetLastPriceData(transInfo.stockCode);
data.baseDS.portfolioRow portfolioRow = DbAccess.GetPortfolio(transInfo.portfolio);
data.baseDS.stockExchangeRow marketRow = application.AppLibs.GetStockExchange(transInfo.stockCode);
if (priceRow == null || portfolioRow == null || marketRow == null)
{
return(false);
}
transInfo.price = priceRow.closePrice;
transInfo.priceDate = priceRow.onDate;
transInfo.availableCash = portfolioRow.startCapAmt - portfolioRow.usedCapAmt;
transInfo.transFeePerc = marketRow.tranFeePerc;
transInfo.priceRatio = marketRow.priceRatio;
return(true);
}
public static data.baseDS.portfolioRow FindAndCache(data.baseDS.portfolioDataTable tbl, string code)
{
data.baseDS.portfolioRow row = tbl.FindBycode(code);
if (row != null)
{
return(row);
}
data.baseDSTableAdapters.portfolioTA dataTA = new data.baseDSTableAdapters.portfolioTA();
dataTA.ClearBeforeFill = false;
dataTA.FillByCode(tbl, code);
row = tbl.FindBycode(code);
if (row != null)
{
return(row);
}
return(null);
}
public static void InitData(data.baseDS.portfolioRow row)
{
row.type = (byte)AppTypes.PortfolioTypes.WatchList;
row.code = "";
row.name = "";
row.description = "";
row.startCapAmt = 0;
row.usedCapAmt = 0;
row.maxBuyAmtPerc = 100;
row.stockReducePerc = 50;
row.stockAccumulatePerc = 50;
row.interestedSector = "";
row.interestedStock = "";
}
protected override void UpdateData(DataRow row)
{
if (row == null)
{
application.dataLibs.UpdateData(myDataSet.portfolio);
return;
}
data.baseDS.portfolioRow portfolioRow = (data.baseDS.portfolioRow)row;
if (portfolioRow.code.Trim() == "")
{
common.myAutoKeyInfo info = application.sysLibs.GetAutoKey(myDataSet.portfolio.TableName, false);
portfolioRow.code = info.value.ToString().PadLeft(myDataSet.portfolio.codeColumn.MaxLength, '0');
}
application.dataLibs.UpdateData(portfolioRow);
interestedStrategy.SaveData();
}
protected override void UpdateData(DataRow row)
{
if (row == null)
{
return;
}
data.baseDS.portfolioRow portfolioRow = (data.baseDS.portfolioRow)row;
portfolioRow.ItemArray = DataAccess.Libs.UpdateData(portfolioRow).ItemArray;
portfolioRow.AcceptChanges();
isLockEditDetail = false;
if (this.interestedStrategy.myDataTbl != null)
{
DataAccess.Libs.UpdateData(this.interestedStrategy.myDataTbl);
interestedStrategy.myDataTbl.AcceptChanges();
}
PortfolioCurrentChanged();
}
public static void LoadData(data.tmpDS.stockCodeDataTable stockCodeTbl, data.baseDS.portfolioRow row)
{
StringCollection list;
list = common.MultiValueString.String2List(row.interestedSector);
if (list.Count > 0)
{
LoadStockCode_ByBizSectors(stockCodeTbl, list);
}
list = common.MultiValueString.String2List(row.interestedStock);
if (list.Count > 0)
{
data.tmpDS.stockCodeDataTable tmpTbl = new data.tmpDS.stockCodeDataTable();
LoadStockCode_ByCodeList(tmpTbl, list);
for (int idx = 0; idx < tmpTbl.Count; idx++)
{
SysLibs.FindAndCache(stockCodeTbl, tmpTbl[idx].code);
}
}
}
protected override void SaveData()
{
common.MultiValueString mvString = new common.MultiValueString();
data.baseDS.portfolioDataTable portfolioTbl = new data.baseDS.portfolioDataTable();
data.baseDS.portfolioDetailDataTable portfolioDataTbl;
portfolioTbl.Clear();
for (int portfolioIdx = 0; portfolioIdx < watchListLb.myCheckedValues.Count; portfolioIdx++)
{
data.baseDS.portfolioRow portfolioRow = DataAccess.Libs.GetPortfolio_ByCode(watchListLb.myCheckedValues[portfolioIdx]);
if (portfolioRow == null)
{
continue;
}
mvString.myFormatString = portfolioRow.interestedStock;
mvString.Add(codeEd.Text);
portfolioRow.interestedStock = mvString.myFormatString;
portfolioDataTbl = DataAccess.Libs.GetPortfolioDetail_ByCode(portfolioRow.code);
data.baseDS.portfolioDetailRow dataRow;
for (int idx = 0; idx < myStrategyCodes.Count; idx++)
{
dataRow = portfolioDataTbl.FindByportfoliocodesubCode(portfolioRow.code, this.codeEd.Text, this.myStrategyCodes[idx]);
if (dataRow == null)
{
dataRow = portfolioDataTbl.NewportfolioDetailRow();
commonClass.AppLibs.InitData(dataRow);
dataRow.portfolio = portfolioRow.code;
dataRow.code = codeEd.Text;
dataRow.subCode = this.myStrategyCodes[idx];
portfolioDataTbl.AddportfolioDetailRow(dataRow);
}
mvString.myFormatString = dataRow.data;
mvString.Add(timeScaleCb.myValue.Code);
dataRow.data = mvString.myFormatString;
}
DataAccess.Libs.UpdateData(portfolioRow);
DataAccess.Libs.UpdateData(portfolioDataTbl);
}
common.system.ShowMessage(Languages.Libs.GetString("dataSaved"));
}
private void PortfolioCurrentChanged()
{
if (this.portfolioSource.Current == null)
{
return;
}
data.baseDS.portfolioRow row = (data.baseDS.portfolioRow)((DataRowView)this.portfolioSource.Current).Row;
if (isNewRow(row))
{
interestedStrategy.myPorfolioCode = null;
interestedStrategy.myDataTbl = null;
}
else
{
interestedStrategy.myPorfolioCode = row.code;
interestedStrategy.myDataTbl = DataAccess.Libs.GetPortfolioDetail_ByCode(row.code);
}
this.isLockEditDetail = this.isLockEditDetail;
interestedStrategy.myStockCode = null;
interestedStrategy.Refresh();
ShowReccount((this.portfolioSource.Position + 1).ToString() + "/" + this.portfolioSource.Count.ToString());
}
private void interestedStockClb_myStockCodeSelectionChange(object sender, EventArgs e)
{
try
{
if (this.fOnProccessing)
{
return;
}
if (((baseClass.controls.lbStockCode)sender).SelectedItem == null)
{
return;
}
data.baseDS.portfolioRow row = (data.baseDS.portfolioRow)((DataRowView)this.portfolioSource.Current).Row;
interestedStrategy.Clear();
interestedStrategy.myStockCode = ((common.myComboBoxItem)(((baseClass.controls.lbStockCode)sender).SelectedItem)).Value;
interestedStrategy.Refresh();
}
catch (Exception er)
{
ShowError(er);
}
}
private void newWatchListBtn_Click(object sender, EventArgs e)
{
try
{
this.ShowMessage("");
baseClass.forms.watchListNew form = baseClass.forms.watchListNew.GetForm();
data.baseDS.portfolioRow row = form.ShowNew(AppTypes.PortfolioTypes.WatchList, commonClass.SysLibs.sysLoginCode);
if (row == null)
{
return;
}
watchListLb.LoadData(commonClass.SysLibs.sysLoginCode, false);
StringCollection list = watchListLb.myCheckedValues;
if (!list.Contains(row.code))
{
list.Add(row.code);
watchListLb.myCheckedValues = list;
}
}
catch (Exception er)
{
this.ShowError(er);
}
}
public static void DeleteData(data.baseDS.portfolioRow row)
{
myClient.DeletePortfolio(row.code);
}
public static void UpdateData(data.baseDS.portfolioRow data)
{
portfolioTA.Update(data);
data.AcceptChanges();
}
