Class PositionService

java.lang.Object

com.bluebell.greenhouse.radicle.services.AbstractGenericEntityService<Position, PositionRepository>

com.bluebell.greenhouse.radicle.services.position.PositionService

@Service
@Transactional(readOnly=true)
public class PositionService
extends AbstractGenericEntityService<Position, PositionRepository>

Service-layer for Position entities.

Version:

3.0.6

Author:

Stephen Prizio

Constructor Summary

Constructors

Constructor	Description
PositionService(PositionRepository positionRepository, AccountLedgerRepository accountLedgerRepository, TransactionRepository transactionRepository, AccountLedgerService accountLedgerService, SymbolService symbolService, StrategyService strategyService, PositionLifecycleService positionLifecycleService, PositionDTOConverter positionDTOConverter)	Creates the service.

Method Summary

Modifier and Type	Method	Description
Position	closePosition(Position position, String positionClosed, Account account)	Closes the given Position and computes returns and drawdown.
Position	createNewPosition(CreateUpdatePositionDTO data, Account account)	Creates a new Position.
boolean	deletePosition(OwnedPositionRef ref)	Deletes the position a reference identifies.
boolean	deletePosition(Position position)	Deletes the given Position and all child entities.
Optional<Position>	findPositionById(Long id, Account account)	Returns a Position by id for the given Account.
Optional<Position>	findPositionByPositionNumber(long positionNumber, Account account)	Returns a Position by position number for the given Account.
List<Position>	findPositionsByOpenState(Account account, boolean open)	Returns positions for the given account filtered by open state.
PositionInsights	generatePositionInsights(OwnedPositionRef ref)	Generates insights for the position a reference identifies.
PositionInsights	generatePositionInsights(Position position)	Generates PositionInsights describing the given Position's performance.
long	generateUniquePositionNumber()	Generates a unique position number.
PositionDTO	getPositionDetail(OwnedPositionRef ref)	Returns the detail payload for the given position reference.
int	recalculatePositions(Account account)	Recalculates all positions for the given Account.
Position	resolveOwned(OwnedPositionRef ref)	Resolves the position a reference identifies.
org.springframework.data.domain.Page<Position>	searchPositions(PositionFilter filter, int page, int pageSize, org.springframework.data.domain.Sort sort)	Returns a paginated Page of Positions matching the given filter.
org.springframework.data.domain.Page<PositionSummaryView>	searchPositionSummaries(PositionFilter filter, int page, int pageSize, org.springframework.data.domain.Sort sort)	Returns a page of flat position rows for the given filter.
Position	updatePosition(OwnedPositionRef ref, CreateUpdatePositionDTO data, Account account)	Updates the position a reference identifies.
Position	updatePosition(Position position, CreateUpdatePositionDTO data, Account account)	Updates an existing Position.

Methods inherited from class AbstractGenericEntityService

refreshEntity, resolveEntity, resolveEntity, resolveEntity

Methods inherited from class Object

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

Constructor Details

PositionService

public PositionService(PositionRepository positionRepository,
 AccountLedgerRepository accountLedgerRepository,
 TransactionRepository transactionRepository,
 AccountLedgerService accountLedgerService,
 SymbolService symbolService,
 StrategyService strategyService,
 PositionLifecycleService positionLifecycleService,
 PositionDTOConverter positionDTOConverter)

Creates the service.

Parameters:

positionRepository - PositionRepository

accountLedgerRepository - AccountLedgerRepository

transactionRepository - TransactionRepository

accountLedgerService - AccountLedgerService

symbolService - SymbolService

strategyService - StrategyService

positionLifecycleService - PositionLifecycleService

positionDTOConverter - PositionDTOConverter

Method Details

generateUniquePositionNumber

public long generateUniquePositionNumber()

Generates a unique position number.

Returns:

position number

findPositionByPositionNumber

public Optional<Position> findPositionByPositionNumber(long positionNumber,
 Account account)

Returns a Position by position number for the given Account.

Parameters:

positionNumber - position number

account - Account

Returns:

Optional Position

findPositionById

public Optional<Position> findPositionById(Long id,
 Account account)

Returns a Position by id for the given Account.

Parameters:

id - position id

account - Account

Returns:

Optional Position

findPositionsByOpenState

public List<Position> findPositionsByOpenState(Account account,
 boolean open)

Returns positions for the given account filtered by open state.

Parameters:

account - Account

open - true for open positions, false for closed positions

Returns:

List of Positions

searchPositions

public org.springframework.data.domain.Page<Position> searchPositions(PositionFilter filter,
 int page,
 int pageSize,
 org.springframework.data.domain.Sort sort)

Returns a paginated Page of Positions matching the given filter.

Parameters:

filter - PositionFilter

page - current page

pageSize - page size

sort - Sort

Returns:

Page of Position

searchPositionSummaries

public org.springframework.data.domain.Page<PositionSummaryView> searchPositionSummaries(PositionFilter filter,
 int page,
 int pageSize,
 org.springframework.data.domain.Sort sort)

Returns a page of flat position rows for the given filter.

Parameters:

filter - PositionFilter

page - page number

pageSize - page size

sort - Sort

Returns:

Page of PositionSummaryView

resolveOwned

public Position resolveOwned(OwnedPositionRef ref)

Resolves the position a reference identifies.

Parameters:

ref - OwnedPositionRef

Returns:

Position

generatePositionInsights

public PositionInsights generatePositionInsights(OwnedPositionRef ref)

Generates insights for the position a reference identifies.

Parameters:

ref - OwnedPositionRef

Returns:

PositionInsights

updatePosition

@Transactional
public Position updatePosition(OwnedPositionRef ref,
 CreateUpdatePositionDTO data,
 Account account)

Updates the position a reference identifies.

Parameters:

ref - OwnedPositionRef

data - CreateUpdatePositionDTO

account - owning Account

Returns:

updated Position

deletePosition

@Transactional
public boolean deletePosition(OwnedPositionRef ref)

Deletes the position a reference identifies.

Parameters:

ref - OwnedPositionRef

Returns:

true when the position was deleted

getPositionDetail

public PositionDTO getPositionDetail(OwnedPositionRef ref)

Returns the detail payload for the given position reference.

Parameters:

ref - OwnedPositionRef

Returns:

PositionDTO

generatePositionInsights

public PositionInsights generatePositionInsights(Position position)

Generates PositionInsights describing the given Position's performance. Open positions have no realized performance to report and resolve to an empty insights payload.

Parameters:

position - Position

Returns:

PositionInsights

createNewPosition

@Transactional
public Position createNewPosition(CreateUpdatePositionDTO data,
 Account account)

Creates a new Position.

Parameters:

data - CreateUpdatePositionDTO

account - Account

Returns:

new Position

recalculatePositions

@Transactional
public int recalculatePositions(Account account)

Recalculates all positions for the given Account.

Parameters:

account - Account

Returns:

number of recalculated positions

updatePosition

@Transactional
public Position updatePosition(Position position,
 CreateUpdatePositionDTO data,
 Account account)

Updates an existing Position.

Parameters:

position - Position

data - CreateUpdatePositionDTO

account - Account

Returns:

updated Position

closePosition

@Transactional
public Position closePosition(Position position,
 String positionClosed,
 Account account)

Closes the given Position and computes returns and drawdown.

Parameters:

position - Position

positionClosed - position close date

account - Account

Returns:

closed Position

deletePosition

@Transactional
public boolean deletePosition(Position position)

Deletes the given Position and all child entities.

Parameters:

position - Position

Returns:

true if deleted