Class BalancePerformanceReportService

java.lang.Object

com.bluebell.greenhouse.radicle.services.account.BalancePerformanceReportService

@Service
@Transactional(readOnly=true)
public class BalancePerformanceReportService
extends Object

Builds ledger-derived balance-performance reports for accounts and portfolios.

Version:

3.0.5

Author:

Stephen Prizio

Constructor Summary

Constructors

Constructor	Description
BalancePerformanceReportService()

Method Summary

Modifier and Type	Method	Description
BalancePerformanceReportDTO	getAccountReport(OwnedAccountRef ref, BalancePerformanceMetric metric, BalancePerformancePeriod period, ZoneId zoneId)	Builds the balance performance report for the account a reference identifies.
BalancePerformanceReportDTO	getAccountReport(Account account, BalancePerformanceMetric metric, BalancePerformancePeriod period, ZoneId zoneId)	Builds an account balance-performance report.
BalancePerformanceReportDTO	getPortfolioReport(Portfolio portfolio, BalancePerformanceMetric metric, BalancePerformancePeriod period, ZoneId zoneId)	Builds a portfolio balance-performance report for its active accounts.

Methods inherited from class Object

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

Constructor Details

BalancePerformanceReportService

public BalancePerformanceReportService()

Method Details

getAccountReport

@Cacheable(cacheNames="accountLedgerReports",
           key="T(com.bluebell.greenhouse.platform.configuration.cache.account.AccountLedgerCacheKeys).forAccountBalancePerformance(#ref, #metric, #period, #zoneId)",
           sync=true)
public BalancePerformanceReportDTO getAccountReport(OwnedAccountRef ref,
 BalancePerformanceMetric metric,
 BalancePerformancePeriod period,
 ZoneId zoneId)

Builds the balance performance report for the account a reference identifies.

Parameters:

ref - OwnedAccountRef

metric - BalancePerformanceMetric

period - BalancePerformancePeriod

zoneId - ZoneId

Returns:

BalancePerformanceReportDTO

getAccountReport

@Cacheable(cacheNames="accountLedgerReports",
           key="T(com.bluebell.greenhouse.platform.configuration.cache.account.AccountLedgerCacheKeys).forAccountBalancePerformance(#account, #metric, #period, #zoneId)",
           sync=true)
public BalancePerformanceReportDTO getAccountReport(Account account,
 BalancePerformanceMetric metric,
 BalancePerformancePeriod period,
 ZoneId zoneId)

Builds an account balance-performance report.

Parameters:

account - Account

metric - BalancePerformanceMetric

period - BalancePerformancePeriod

zoneId - ZoneId

Returns:

BalancePerformanceReportDTO

getPortfolioReport

@Cacheable(cacheNames="accountLedgerReports",
           key="T(com.bluebell.greenhouse.platform.configuration.cache.account.AccountLedgerCacheKeys).forPortfolioBalancePerformance(#portfolio, #metric, #period, #zoneId)",
           sync=true)
public BalancePerformanceReportDTO getPortfolioReport(Portfolio portfolio,
 BalancePerformanceMetric metric,
 BalancePerformancePeriod period,
 ZoneId zoneId)

Builds a portfolio balance-performance report for its active accounts.

Parameters:

portfolio - Portfolio

metric - BalancePerformanceMetric

period - BalancePerformancePeriod

zoneId - ZoneId

Returns:

BalancePerformanceReportDTO