Class AccountOrchestrator

java.lang.Object

com.bluebell.greenhouse.planter.orchestrators.account.AccountOrchestrator

All Implemented Interfaces:

GenericOrchestrator

@Service
@Transactional
public class AccountOrchestrator
extends Object
implements GenericOrchestrator

Owns the unit of work for the Account endpoints.

Version:

3.0.5

Author:

Stephen Prizio

Constructor Summary

Constructors

Constructor	Description
AccountOrchestrator()

Method Summary

Modifier and Type	Method	Description
AccountDTO	createNewAccount(CreateUpdateAccountDTO data, PortfolioRequestContext context)	Creates a new Account under an owned portfolio.
void	deleteAccount(AccountDeletionRequestContext context)	Deletes an owned Account and reassigns what remains in its portfolio.
File	generateAccountReport(AccountRequestContext context)	Generates the downloadable report for an owned Account.
AccountDetails	getAccountDetails(AccountRequestContext context)	Obtains the details for an owned Account.
boolean	refreshAccountBalance(AccountRequestContext context)	Refreshes an owned Account's balance.
AccountDTO	updateAccount(AccountPortfolioRequestContext context, CreateUpdateAccountDTO data)	Updates an owned Account.
boolean	updateAccountPositionDataFromMT4(MT4AccountPositionDataDTO data, String strategyReferenceCode)	Creates or updates imported position data from the given MT4 payload.
AccountDTO	updateAccountStrategy(AccountRequestContext context, UpdateAccountStrategyDTO data)	Updates the strategy assigned to an owned Account.
int	updatePortfolioAssignments(UpdateAccountPortfolioAssignmentsDTO data, User user)	Reassigns the given accounts to the portfolios named in the payload.

Methods inherited from class Object

clone, equals, finalize, getClass, hashCode, notify, notifyAll, toString, wait, wait, wait

Constructor Details

AccountOrchestrator

public AccountOrchestrator()

Method Details

getAccountDetails

@Transactional(readOnly=true)
public AccountDetails getAccountDetails(AccountRequestContext context)

Obtains the details for an owned Account.

Parameters:

context - AccountRequestContext

Returns:

AccountDetails

generateAccountReport

@Transactional(readOnly=true)
public File generateAccountReport(AccountRequestContext context)
                           throws IOException

Generates the downloadable report for an owned Account.

Parameters:

context - AccountRequestContext

Returns:

generated File

Throws:

IOException - when the report cannot be written

createNewAccount

public AccountDTO createNewAccount(CreateUpdateAccountDTO data,
 PortfolioRequestContext context)

Creates a new Account under an owned portfolio.

Parameters:

data - CreateUpdateAccountDTO

context - PortfolioRequestContext

Returns:

AccountDTO

refreshAccountBalance

public boolean refreshAccountBalance(AccountRequestContext context)

Refreshes an owned Account's balance.

Parameters:

context - AccountRequestContext

Returns:

true when the refresh produced an account

updateAccount

public AccountDTO updateAccount(AccountPortfolioRequestContext context,
 CreateUpdateAccountDTO data)

Updates an owned Account.

Parameters:

context - AccountPortfolioRequestContext

data - CreateUpdateAccountDTO

Returns:

AccountDTO

updateAccountStrategy

public AccountDTO updateAccountStrategy(AccountRequestContext context,
 UpdateAccountStrategyDTO data)

Updates the strategy assigned to an owned Account.

Parameters:

context - AccountRequestContext

data - UpdateAccountStrategyDTO

Returns:

AccountDTO

deleteAccount

public void deleteAccount(AccountDeletionRequestContext context)

Deletes an owned Account and reassigns what remains in its portfolio.

Parameters:

context - AccountDeletionRequestContext

updateAccountPositionDataFromMT4

public boolean updateAccountPositionDataFromMT4(MT4AccountPositionDataDTO data,
 String strategyReferenceCode)

Creates or updates imported position data from the given MT4 payload.

Parameters:

data - MT4AccountPositionDataDTO

strategyReferenceCode - reference code of the strategy to attribute the data to

Returns:

true if the data was ingested

updatePortfolioAssignments

public int updatePortfolioAssignments(UpdateAccountPortfolioAssignmentsDTO data,
 User user)

Reassigns the given accounts to the portfolios named in the payload.

Parameters:

data - UpdateAccountPortfolioAssignmentsDTO

user - User making the change

Returns:

count of reassigned accounts