Examples of com.opengamma.master.portfolio.ManageablePortfolio

com.opengamma.master.portfolio.ManageablePortfolio
A portfolio tree representing an arbitrary structure within an organization for the management of positions.
The portfolio tree contains the portfolio and the node hierarchy. The position details are not held in the tree and must be retrieved separately via the position master.

    final PortfolioMaster portfolioMaster = getToolContext().getPortfolioMaster();
    final PositionMaster positionMaster = getToolContext().getPositionMaster();
    final SecurityMaster securityMaster = getToolContext().getSecurityMaster();


    final ManageablePortfolioNode rootNode = new ManageablePortfolioNode(portfolioName);
    final ManageablePortfolio portfolio = new ManageablePortfolio(portfolioName, rootNode);
    final PortfolioDocument portfolioDoc = new PortfolioDocument();
    portfolioDoc.setPortfolio(portfolio);


    for (final FinancialSecurity security : securities) {
      final SecurityDocument securityToAddDoc = new SecurityDocument();

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   * Loads the test portfolio into the position master.
   */
  @Override 
  protected void doRun() {
    // create shell portfolio
    final ManageablePortfolio portfolio = createPortfolio();
    final ManageablePortfolioNode rootNode = portfolio.getRootNode();
    
    // add each security to the portfolio
    for (SecurityDocument shellDoc : loadAllBondSecurities()) {
      // load the full detail of the security
      final BondSecurity security = loadFullSecurity(shellDoc);

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   * Subsequent methods then populate the tree.
   * 
   * @return the shell portfolio, not null
   */
  protected ManageablePortfolio createPortfolio() {
    ManageablePortfolio portfolio = new ManageablePortfolio(PORTFOLIO_NAME);
    ManageablePortfolioNode rootNode = portfolio.getRootNode();
    rootNode.setName("Root");
    return portfolio;
  }

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  private ManageablePortfolio createManageablePortfolio(final Portfolio portfolio) {
    if (!_rewriteExistingPositions) {
      populatePositionMapCache(portfolio.getRootNode());
    }
    final ManageablePortfolio manageablePortfolio = new ManageablePortfolio();
    manageablePortfolio.setName(getPortfolioName(portfolio));
    manageablePortfolio.setRootNode(createManageablePortfolioNode(portfolio.getRootNode()));
    manageablePortfolio.setAttributes(portfolio.getAttributes());
    return manageablePortfolio;
  }

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      final Timestamp versionTo = rs.getTimestamp("VER_TO_INSTANT");
      final Timestamp correctionFrom = rs.getTimestamp("CORR_FROM_INSTANT");
      final Timestamp correctionTo = rs.getTimestamp("CORR_TO_INSTANT");
      final String name = StringUtils.defaultString(rs.getString("PORTFOLIO_NAME"));
      final DocumentVisibility visibility = DocumentVisibility.ofLevel(rs.getShort("VISIBILITY"));
      _portfolio = new ManageablePortfolio(name);
      _portfolio.setUniqueId(createUniqueId(portfolioOid, portfolioId));
      final PortfolioDocument doc = new PortfolioDocument(_portfolio);
      doc.setVersionFromInstant(DbDateUtils.fromSqlTimestamp(versionFrom));
      doc.setVersionToInstant(DbDateUtils.fromSqlTimestampNullFarFuture(versionTo));
      doc.setCorrectionFromInstant(DbDateUtils.fromSqlTimestamp(correctionFrom));

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    s_logger.debug("Saving portfolio '{}'", portfolio.getName());
    final PortfolioSearchRequest request = new PortfolioSearchRequest();
    request.setName(getPortfolioName(portfolio));
    request.setVisibility(visibility);  // Any existing match needs to be at least as visible 
    final PortfolioSearchResult result = _portfolios.search(request);
    final ManageablePortfolio manageablePortfolio = createManageablePortfolio(portfolio);
    PortfolioDocument document;
    if (updateMatchingName) {
      document = result.getFirstDocument();
      // TODO why did this assume document will never be null? is that valid or have I broken something?
      if (document != null) {
        final ManageablePortfolio resultPortfolio = document.getPortfolio();
        if (nodesEqual(manageablePortfolio.getRootNode(), resultPortfolio.getRootNode())) {
          s_logger.debug("Found existing match at {}", document.getUniqueId());
          return document.getUniqueId();
        }
      }
    } else {
      document = null;
      for (PortfolioDocument resultDocument : result.getDocuments()) {
        final ManageablePortfolio resultPortfolio = resultDocument.getPortfolio();
        if (manageablePortfolio.getName().equals(resultPortfolio.getName()) && nodesEqual(manageablePortfolio.getRootNode(), resultPortfolio.getRootNode())) {
          s_logger.debug("Found existing match at {}", resultDocument.getUniqueId());
          return resultDocument.getUniqueId();
        }
      }
    }

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    final PortfolioMaster portfolioMaster = getToolContext().getPortfolioMaster();
    final PositionMaster positionMaster = getToolContext().getPositionMaster();
    final SecurityMaster securityMaster = getToolContext().getSecurityMaster();


    final ManageablePortfolioNode rootNode = new ManageablePortfolioNode(portfolioName);
    final ManageablePortfolio portfolio = new ManageablePortfolio(portfolioName, rootNode);
    final PortfolioDocument portfolioDoc = new PortfolioDocument();
    portfolioDoc.setPortfolio(portfolio);


    final Iterator<Collection<FinancialSecurity>> iter1 = subPortfolios.iterator();
    final Iterator<String> iter2 = names.iterator();
    final Random random = new Random(2349);
    while (iter1.hasNext()) {
      final Collection<FinancialSecurity> securities = iter1.next();
      final String name = iter2.next();
      final ManageablePortfolioNode subNode = new ManageablePortfolioNode(name);
      final ManageablePortfolio subPortfolio = new ManageablePortfolio(name, subNode);
      final PortfolioDocument subPortfolioDoc = new PortfolioDocument();
      subPortfolioDoc.setPortfolio(subPortfolio);
      for (final FinancialSecurity security : securities) {
        final SecurityDocument securityToAddDoc = new SecurityDocument();
        securityToAddDoc.setSecurity(security);

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    _builder = new OtcTradeBuilder(_positionMaster,
                                   _portfolioMaster,
                                   _securityMaster,
                                   BlotterUtils.getMetaBeans(),
                                   BlotterUtils.getStringConvert());
    ManageablePortfolio portfolio = new ManageablePortfolio();
    ManageablePortfolioNode root = new ManageablePortfolioNode();
    ManageablePortfolioNode node = new ManageablePortfolioNode();
    root.addChildNode(node);
    portfolio.setRootNode(root);
    _savedPortfolio = _portfolioMaster.add(new PortfolioDocument(portfolio)).getPortfolio();
    _nodeId = _savedPortfolio.getRootNode().getChildNodes().get(0).getUniqueId();
  }

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  //-------------------------------------------------------------------------
  protected ManageablePortfolio generatePortfolio(final String portfolioName) {
    final ReferenceDataProvider referenceDataProvider = getToolContext().getBloombergReferenceDataProvider();


    final ManageablePortfolio portfolio = new ManageablePortfolio(portfolioName);


    //Is this a hack?
    final ManageablePortfolioNode rootNode = portfolio.getRootNode();
    portfolio.setRootNode(rootNode);


    //    String indexTickerSuffix = " Index";


    final Set<String> memberEquities = new HashSet<String>();

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    s_logger.info("Using portfolio \"{}\"", PORTFOLIO_NAME);
    s_logger.info("num index members: " + _numMembers);
    s_logger.info("Option Depth: " + _numOptions);
    s_logger.info("num contracts: {}", _numContracts.toString());
    final ManageablePortfolio portfolio = generatePortfolio(PORTFOLIO_NAME);
    storePortfolio(portfolio);


    s_logger.info(TOOL_NAME + " is finished.");
  }

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