Class SymbolService

java.lang.Object

com.bluebell.greenhouse.radicle.services.AbstractGenericEntityService<Symbol, SymbolRepository>

com.bluebell.greenhouse.radicle.services.symbol.SymbolService

@Service
@Transactional(readOnly=true)
public class SymbolService
extends AbstractGenericEntityService<Symbol, SymbolRepository>

Service-layer for symbols and equities.

Version:

3.0.6

Author:

Stephen Prizio

Constructor Summary

Constructors

Constructor

Description

SymbolService(ExchangeService exchangeService, MarketNewsSentimentService marketNewsSentimentService, MarketPriceRepository marketPriceRepository, PositionRepository positionRepository, SymbolAliasRepository symbolAliasRepository, SymbolAliasService symbolAliasService, SymbolRepository symbolRepository, SymbolSentimentLookupService symbolSentimentLookupService, WatchlistItemService watchlistItemService)

Creates the service.

Method Summary

Modifier and Type	Method	Description
boolean	assignToSymbol(SymbolAlias toReassign, Symbol existingSymbol)	Assigns a SymbolAlias to an existing Symbol.
Symbol	createNewSymbol(CreateUpdateSymbolDTO data)	Creates a new Symbol with the given data.
boolean	deleteSymbol(Symbol symbol)	Deletes the given Symbol.
Symbol	findExactSymbol(String symbolString, boolean insertUnresolved)	Returns a Symbol for the given symbol string using exact ticker, name, or alias matches only.
Symbol	findSymbol(String symbolString, boolean insertUnresolved)	Returns a Symbol for the given symbol string.
Symbol	findSymbol(String symbolString, String exchangeMic, SymbolType type, boolean insertUnresolved)	Returns a Symbol for the given partial symbol identity.
Optional<Symbol>	findSymbolByTicker(String ticker, String exchangeMic)	Returns the single Symbol for the given ticker and exchange MIC, regardless of type.
Optional<Symbol>	findSymbolByTicker(String ticker, String exchangeMic, SymbolType type)	Returns a Symbol for the given composite symbol identity.
Optional<Symbol>	findSymbolByUid(String uid)	Returns a Symbol for the given uid.
List<Symbol>	findSymbolsByName(String name)	Returns a List of Symbols for the given name.
List<Symbol>	findSymbolsByRevision(SymbolRevision revision)	Returns a List of Symbols for the given SymbolRevision.
List<NewsLookupSymbolDTO>	getNewsLookupEligibleSymbols()	Returns a List of symbols eligible for news lookup.
List<SymbolSentimentPointDTO>	getSymbolSentiment(String ticker, LocalDate start, LocalDate end)	Returns EOD-backed sentiment points for the given symbol ticker.
SymbolSentimentPointDTO	getSymbolSentimentSummary(String ticker, LocalDate start, LocalDate end)	Returns aggregated EOD-backed sentiment for the given symbol ticker.
SortedSet<String>	getTradedSymbolsForAccount(Account account)	Obtains a set of equities traded on an account.
Symbol	insertUnresolvedSymbol(String nameOrTicker)	Inserts a new symbol into the database with a SymbolRevision of pending approval.
Symbol	insertUnresolvedSymbol(String nameOrTicker, String exchangeMic, SymbolType type)	Inserts a new unresolved symbol into the database with a SymbolRevision of pending approval.
boolean	reassignSymbolAsSymbolAlias(Symbol toReassign, Symbol existingSymbol, DataSource dataSource)	Takes a Symbol and adds it as a new SymbolAlias to an existing Symbol.
org.springframework.data.domain.Page<Symbol>	searchSymbols(SymbolFilter filter, int page, int pageSize, org.springframework.data.domain.Sort sort)	Returns a paginated Page of Symbols matching the given filter.
org.springframework.data.domain.Page<Symbol>	searchSymbols(Boolean active, SymbolRevision revision, SymbolType type, String search, int page, int pageSize, org.springframework.data.domain.Sort sort)	Returns a paginated List of Symbols by various filters.
Symbol	updateSymbol(Symbol symbol, CreateUpdateSymbolDTO data)	Updates an existing Symbol.

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

SymbolService

public SymbolService(ExchangeService exchangeService,
 MarketNewsSentimentService marketNewsSentimentService,
 MarketPriceRepository marketPriceRepository,
 PositionRepository positionRepository,
 SymbolAliasRepository symbolAliasRepository,
 SymbolAliasService symbolAliasService,
 SymbolRepository symbolRepository,
 SymbolSentimentLookupService symbolSentimentLookupService,
 WatchlistItemService watchlistItemService)

Creates the service.

Parameters:

exchangeService - ExchangeService

marketNewsSentimentService - MarketNewsSentimentService

marketPriceRepository - MarketPriceRepository

positionRepository - PositionRepository

symbolAliasRepository - SymbolAliasRepository

symbolAliasService - SymbolAliasService

symbolRepository - SymbolRepository

symbolSentimentLookupService - SymbolSentimentLookupService

watchlistItemService - WatchlistItemService

Method Details

findSymbolsByName

public List<Symbol> findSymbolsByName(String name)

Returns a List of Symbols for the given name.

Parameters:

name - name

Returns:

List of Symbols

findSymbolByTicker

public Optional<Symbol> findSymbolByTicker(String ticker,
 String exchangeMic,
 SymbolType type)

Returns a Symbol for the given composite symbol identity.

Parameters:

ticker - symbol ticker

exchangeMic - exchange MIC

type - SymbolType

Returns:

optional Symbol

findSymbolByUid

public Optional<Symbol> findSymbolByUid(String uid)

Returns a Symbol for the given uid.

Parameters:

uid - uid

Returns:

optional Symbol

findSymbolByTicker

public Optional<Symbol> findSymbolByTicker(String ticker,
 String exchangeMic)

Returns the single Symbol for the given ticker and exchange MIC, regardless of type.

Parameters:

ticker - symbol ticker

exchangeMic - exchange MIC

Returns:

optional Symbol

findSymbol

@Transactional
public Symbol findSymbol(String symbolString,
 boolean insertUnresolved)

Returns a Symbol for the given symbol string. Performs a lookup using tickers, names and SymbolAliass and attempts to return the closest matching symbol for the given string.

Parameters:

symbolString - search string

insertUnresolved - if true, insert an unresolved symbol into the database

Returns:

Symbol

findExactSymbol

@Transactional
public Symbol findExactSymbol(String symbolString,
 boolean insertUnresolved)

Returns a Symbol for the given symbol string using exact ticker, name, or alias matches only.

Parameters:

symbolString - search string

insertUnresolved - if true, insert an unresolved symbol into the database

Returns:

Symbol

findSymbol

@Transactional
public Symbol findSymbol(String symbolString,
 String exchangeMic,
 SymbolType type,
 boolean insertUnresolved)

Returns a Symbol for the given partial symbol identity. When exchange MIC or type are omitted, the search broadens across those dimensions and only returns a result when exactly one symbol matches.

Parameters:

symbolString - search string

exchangeMic - optional exchange MIC

type - optional SymbolType

insertUnresolved - if true, insert an unresolved symbol into the database

Returns:

Symbol

getTradedSymbolsForAccount

public SortedSet<String> getTradedSymbolsForAccount(Account account)

Obtains a set of equities traded on an account.

Parameters:

account - Account

Returns:

Set of equities traded on the account

findSymbolsByRevision

public List<Symbol> findSymbolsByRevision(SymbolRevision revision)

Returns a List of Symbols for the given SymbolRevision.

Parameters:

revision - SymbolRevision

Returns:

List of Symbols

insertUnresolvedSymbol

@Transactional
public Symbol insertUnresolvedSymbol(String nameOrTicker)

Inserts a new symbol into the database with a SymbolRevision of pending approval.

Parameters:

nameOrTicker - symbol name/ticker

Returns:

Symbol pending review

insertUnresolvedSymbol

@Transactional
public Symbol insertUnresolvedSymbol(String nameOrTicker,
 String exchangeMic,
 SymbolType type)

Inserts a new unresolved symbol into the database with a SymbolRevision of pending approval.

Parameters:

nameOrTicker - symbol name/ticker

exchangeMic - optional exchange MIC

type - optional SymbolType

Returns:

Symbol pending review

searchSymbols

public org.springframework.data.domain.Page<Symbol> searchSymbols(Boolean active,
 SymbolRevision revision,
 SymbolType type,
 String search,
 int page,
 int pageSize,
 org.springframework.data.domain.Sort sort)

Returns a paginated List of Symbols by various filters.

Parameters:

active - is symbol active

revision - SymbolRevision

type - SymbolType

search - symbol search

page - current page

pageSize - pageSize

sort - Sort

Returns:

Page of Symbol

searchSymbols

public org.springframework.data.domain.Page<Symbol> searchSymbols(SymbolFilter filter,
 int page,
 int pageSize,
 org.springframework.data.domain.Sort sort)

Returns a paginated Page of Symbols matching the given filter.

Parameters:

filter - SymbolFilter

page - current page

pageSize - page size

sort - Sort

Returns:

Page of Symbol

getNewsLookupEligibleSymbols

public List<NewsLookupSymbolDTO> getNewsLookupEligibleSymbols()

Returns a List of symbols eligible for news lookup.

Returns:

List of NewsLookupSymbolDTO

getSymbolSentiment

public List<SymbolSentimentPointDTO> getSymbolSentiment(String ticker,
 LocalDate start,
 LocalDate end)

Returns EOD-backed sentiment points for the given symbol ticker.

Parameters:

ticker - symbol ticker

start - optional start date

end - optional end date

Returns:

List of SymbolSentimentPointDTO

getSymbolSentimentSummary

public SymbolSentimentPointDTO getSymbolSentimentSummary(String ticker,
 LocalDate start,
 LocalDate end)

Returns aggregated EOD-backed sentiment for the given symbol ticker.

Parameters:

ticker - symbol ticker

start - optional start date

end - optional end date

Returns:

SymbolSentimentPointDTO

createNewSymbol

@Transactional
public Symbol createNewSymbol(CreateUpdateSymbolDTO data)

Creates a new Symbol with the given data.

Parameters:

data - CreateUpdateSymbolDTO

Returns:

new Symbol

updateSymbol

@Transactional
public Symbol updateSymbol(Symbol symbol,
 CreateUpdateSymbolDTO data)

Updates an existing Symbol.

Parameters:

symbol - Symbol

data - CreateUpdateSymbolDTO

Returns:

updated Symbol

deleteSymbol

@Transactional
public boolean deleteSymbol(Symbol symbol)

Deletes the given Symbol.

Parameters:

symbol - Symbol

Returns:

true if deleted

reassignSymbolAsSymbolAlias

@Transactional
public boolean reassignSymbolAsSymbolAlias(Symbol toReassign,
 Symbol existingSymbol,
 DataSource dataSource)

Takes a Symbol and adds it as a new SymbolAlias to an existing Symbol.

Parameters:

toReassign - Symbol

existingSymbol - Symbol

dataSource - DataSource

Returns:

true if successful

assignToSymbol

@Transactional
public boolean assignToSymbol(SymbolAlias toReassign,
 Symbol existingSymbol)

Assigns a SymbolAlias to an existing Symbol.

Parameters:

toReassign - SymbolAlias

existingSymbol - Symbol

Returns:

true if successful