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217
UIUtils/ProformaAddPositionDialog.xaml.cs
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217
UIUtils/ProformaAddPositionDialog.xaml.cs
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using MarketData.DataAccess;
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using MarketData.MarketDataModel;
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using MarketData.Utils;
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using System;
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using System.Collections.Generic;
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using System.Linq;
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using System.Text;
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using System.Threading;
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using System.Windows;
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using System.Windows.Controls;
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using System.Windows.Data;
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using System.Windows.Documents;
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using System.Windows.Input;
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using System.Windows.Media;
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using System.Windows.Media.Imaging;
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using System.Windows.Shapes;
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using System.Windows.Threading;
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namespace TradeBlotter.UIUtils
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{
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/// <summary>
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/// Interaction logic for ProformaAddPosition.xaml
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/// </summary>
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public partial class ProformaAddPositionDialog : Window
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{
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private List<String> symbols;
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private List<String> accounts;
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private ManualResetEvent manualResetEvent = new ManualResetEvent(false);
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private String Account { get; set; }
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private DateTime PurchaseDate { get; set; }
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private double PurchasePrice { get; set; }
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private String SelectedSymbol { get; set; }
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private double Exposure { get; set; }
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private double Shares { get; set; }
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private bool Result { get; set; }
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private ProformaAddPositionDialog(String title,String account, DateTime purchaseDate, PortfolioTrades portfolioTrades)
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{
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this.Background = new SolidColorBrush(Colors.AliceBlue);
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this.Owner = Application.Current.MainWindow;
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InitializeComponent();
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this.Loaded += new RoutedEventHandler(AddPositionDialog_Loaded);
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this.Closing += Window_Closing;
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cbSymbols.SelectionChanged += cbSymbols_SelectionChanged;
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txtPurchasePrice.SelectionChanged += txtPurchasePrice_SelectionChanged;
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txtShares.SelectionChanged += txtShares_SelectionChanged;
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txtExposure.TextChanged += txtExposure_SelectionChanged;
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dpPurchaseDate.SelectedDateChanged += dpPurchaseDate_SelectionChanged;
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symbols=PricingDA.GetSymbols();
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Title = title;
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Shares = 0.00;
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Exposure = 0.00;
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Account = account;
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accounts=PortfolioDA.GetAccounts();
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if(null==Account||!accounts.Any(x=>x.Equals(account)))Account=accounts[0];
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cbAccounts.ItemsSource = accounts;
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cbAccounts.SelectedItem = Account;
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cbSymbols.ItemsSource = symbols;
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cbSymbols.SelectedItem = symbols[0];
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if (Utility.IsEpoch(purchaseDate)) PurchaseDate = PricingDA.GetLatestDate();
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else PurchaseDate = purchaseDate;
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dpPurchaseDate.SelectedDate = PurchaseDate;
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UpdatePrice();
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txtShares.Text = Utility.FormatNumber(Shares, 3);
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}
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public ManualResetEvent Event { get {return manualResetEvent;}}
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public static PortfolioTrades Prompt(string title,String account,DateTime effectiveDate,PortfolioTrades portfolioTrades)
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{
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ProformaAddPositionDialog proformaAddPositionDialog = new ProformaAddPositionDialog(title,account, effectiveDate, portfolioTrades);
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proformaAddPositionDialog.SelectedSymbol = null;
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try { proformaAddPositionDialog.ShowDialog(); }
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catch (Exception) { return portfolioTrades; }
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proformaAddPositionDialog.Event.WaitOne();
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if (proformaAddPositionDialog.Result == true)
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{
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PortfolioTrade portfolioTrade = proformaAddPositionDialog.CreatePortfolioTrade();
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portfolioTrades.Add(portfolioTrade);
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}
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return portfolioTrades;
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}
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void AddPositionDialog_Loaded(object sender, RoutedEventArgs e)
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{
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cbSymbols.Focus();
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}
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public PortfolioTrade CreatePortfolioTrade()
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{
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try
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{
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PortfolioTrade portfolioTrade=new PortfolioTrade();
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portfolioTrade.Account = Account;
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portfolioTrade.BuySell = "B";
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portfolioTrade.Status = "OPEN";
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portfolioTrade.Price = PurchasePrice;
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portfolioTrade.Symbol = SelectedSymbol;
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portfolioTrade.Shares = Shares;
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portfolioTrade.TradeDate = PurchaseDate;
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return portfolioTrade;
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}
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catch (Exception)
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{
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return null;
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}
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}
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private void btnOk_Click(object sender, RoutedEventArgs e)
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{
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Result = Validate();
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Close();
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Event.Set();
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return;
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}
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private void cbSymbols_SelectionChanged(object sender, RoutedEventArgs e)
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{
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SelectedSymbol = cbSymbols.SelectedValue.ToString();
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UpdatePrice();
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UpdateExposure();
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UpdateCompanyName();
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}
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private void txtPurchasePrice_SelectionChanged(object sender, RoutedEventArgs e)
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{
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double value=0.00;
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value = Utility.ParseCurrency(txtPurchasePrice.Text);
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if (PurchasePrice.Equals(value)) return;
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PurchasePrice = value;
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if (!txtPurchasePrice.IsFocused)
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{
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UpdatePrice();
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UpdateExposure();
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}
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else UpdateExposure();
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}
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private void txtShares_SelectionChanged(object sender, RoutedEventArgs e)
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{
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double value = 0.00;
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double.TryParse(txtShares.Text, out value);
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if (Shares.Equals(value)) return;
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Shares = Math.Round(value,3);
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if (txtShares.IsFocused)
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{
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UpdatePrice();
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UpdateExposure();
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}
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}
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private void dpPurchaseDate_SelectionChanged(object sender, RoutedEventArgs e)
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{
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if (null == dpPurchaseDate.SelectedDate) return;
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PurchaseDate = dpPurchaseDate.SelectedDate.Value;
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UpdatePrice();
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UpdateExposure();
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}
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private void txtExposure_SelectionChanged(object sender, RoutedEventArgs e)
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{
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if (null == txtExposure.Text || "".Equals(txtExposure.Text)) return;
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double value=Utility.ParseCurrency(txtExposure.Text);
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if (0.00 == value || value==Exposure) return;
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txtExposure.Text = Utility.FormatCurrency(value);
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txtExposure.CaretIndex = txtExposure.Text.IndexOf('.');
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if (0.00 == PurchasePrice) return;
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Shares = Math.Round(value / PurchasePrice,3);
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if (txtExposure.IsFocused)
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{
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UpdateShares();
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}
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}
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private void Window_Closing(object sender, System.ComponentModel.CancelEventArgs e)
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{
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Event.Set();
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}
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private void btnCancel_Click(object sender, RoutedEventArgs e)
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{
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Result = false;
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Close();
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Event.Set();
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}
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private bool Validate()
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{
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if (null == SelectedSymbol) return false;
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if(null==Account)return false;
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if(Utility.IsEpoch(PurchaseDate))return false;
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if (double.IsNaN(PurchasePrice)) return false;
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if (0 == Shares) return false;
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return true;
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}
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private void UpdatePrice()
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{
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if (Utility.IsEpoch(PurchaseDate)) return;
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Price price = PricingDA.GetPrice(SelectedSymbol, PurchaseDate);
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if (null == price)
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{
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DateGenerator dateGenerator = new DateGenerator();
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DateTime prevBusinessDate=dateGenerator.FindPrevBusinessDay(PurchaseDate);
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price = PricingDA.GetPrice(SelectedSymbol, prevBusinessDate);
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if (null != price) { PurchasePrice = price.Close; PurchaseDate = prevBusinessDate; dpPurchaseDate.SelectedDate = PurchaseDate; }
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else PurchasePrice = 0.00;
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}
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else PurchasePrice = price.Close;
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txtPurchasePrice.Text = Utility.FormatCurrency(PurchasePrice);
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}
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private void UpdateExposure()
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{
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Exposure = PurchasePrice * Shares;
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txtExposure.Text = Utility.FormatCurrency(Exposure);
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}
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private void UpdateShares()
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{
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txtShares.Text = Utility.FormatNumber(Shares,3);
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}
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private void UpdateCompanyName()
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{
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CompanyProfile companyProfile = CompanyProfileDA.GetCompanyProfile(SelectedSymbol);
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if (null == companyProfile||null==companyProfile.CompanyName) return;
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lblCompanyName.Content = companyProfile.CompanyName.ToUpper();
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}
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}
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}
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