/**
* Transaction menu.
*
* @param service authenticated client connection to a Finance GData service
* @param sc Scanner to read user input from the command line.
* @throws IOException If there is a problem communicating with the server.
* @throws ServiceException If the service is unable to handle the request.
*/
private static void transactionMenu(FinanceService service, Scanner sc)
throws IOException, ServiceException {
printTransactionMenuHelp();
while (true) {
String requestUrl = baseUrl + PORTFOLIO_FEED_URL_SUFFIX + "/";
switch (processTransactionMenuCommand(sc.nextLine().toLowerCase())) {
case QUERY_FEED:
System.out.println("Enter portfolio ID");
portfolioIdProperty = sc.nextLine();
System.out.println("Enter ticker (<exchange>:<symbol>)");
tickerProperty = sc.nextLine();
requestUrl +=
portfolioIdProperty
+ POSITION_FEED_URL_SUFFIX
+ "/"
+ tickerProperty
+ TRANSACTION_FEED_URL_SUFFIX;
queryTransactionFeed(service, requestUrl);
break;
case QUERY_ENTRY:
System.out.println("Enter portfolio ID");
portfolioIdProperty = sc.nextLine();
System.out.println("Enter ticker (<exchange>:<ticker>)");
tickerProperty = sc.nextLine();
System.out.println("Enter transaction ID");
transactionIdProperty = sc.nextLine();
requestUrl +=
portfolioIdProperty
+ POSITION_FEED_URL_SUFFIX
+ "/"
+ tickerProperty
+ TRANSACTION_FEED_URL_SUFFIX
+ "/"
+ transactionIdProperty;
queryTransactionEntry(service, requestUrl);
break;
case CREATE:
System.out.println("Enter portfolio ID");
portfolioIdProperty = sc.nextLine();
System.out.println("Enter ticker (<exchange>:<ticker>) ");
tickerProperty = sc.nextLine();
requestUrl +=
portfolioIdProperty
+ POSITION_FEED_URL_SUFFIX
+ "/"
+ tickerProperty
+ TRANSACTION_FEED_URL_SUFFIX;
System.out.print("Enter transaction type (Buy, Sell, Sell Short, Buy to Cover): ");
String type = sc.nextLine();
System.out.print("Enter transaction date (yyyy-mm-dd or blank): ");
String date = sc.nextLine();
System.out.print("Enter number of shares (optional, e.g. 100.0): ");
String shares = sc.nextLine();
System.out.print("Enter price (optional, e.g. 141.14): ");
String price = sc.nextLine();
System.out.print("Enter commission (optional, e.g. 20.0): ");
String commission = sc.nextLine();
System.out.print("Enter currency (optional, e.g. USD, EUR, JPY): ");
String currency = sc.nextLine();
System.out.print("Enter any notes: ");
String notes = sc.nextLine();
TransactionEntry entry =
FinanceUtilities.makeTransactionEntry(
type, date, shares, price, commission, currency, notes);
insertTransactionEntry(service, requestUrl, entry);
break;
case UPDATE:
System.out.println("Enter portfolio ID");
portfolioIdProperty = sc.nextLine();
System.out.println("Enter ticker (<exchange>:<ticker>) ");
tickerProperty = sc.nextLine();
System.out.println("Enter transaction ID");
transactionIdProperty = sc.nextLine();
requestUrl +=
portfolioIdProperty
+ POSITION_FEED_URL_SUFFIX
+ "/"
+ tickerProperty
+ TRANSACTION_FEED_URL_SUFFIX
+ "/"
+ transactionIdProperty;
System.out.print("Enter transaction type (Buy, Sell, Sell Short, Buy to Cover): ");
type = sc.nextLine();
System.out.print("Enter transaction date (yyyy-mm-dd or blank): ");
date = sc.nextLine();
System.out.print("Enter number of shares (optional, e.g. 100.0): ");
shares = sc.nextLine();
System.out.print("Enter price (optional, e.g. 141.14): ");
price = sc.nextLine();
System.out.print("Enter commission (optional, e.g. 20.0): ");
commission = sc.nextLine();
System.out.print("Enter currency (optional, e.g. USD, EUR, JPY): ");
currency = sc.nextLine();
System.out.print("Enter any notes: ");
notes = sc.nextLine();
entry =
FinanceUtilities.makeTransactionEntry(
type, date, shares, price, commission, currency, notes);
updateTransactionEntry(service, requestUrl, entry);
break;
case DELETE:
System.out.println("Enter portfolio ID");
portfolioIdProperty = sc.nextLine();
System.out.println("Enter ticker (<exchange>:<ticker>)");
tickerProperty = sc.nextLine();
System.out.println("Enter transaction ID");
transactionIdProperty = sc.nextLine();
requestUrl +=
portfolioIdProperty
+ POSITION_FEED_URL_SUFFIX
+ "/"
+ tickerProperty
+ TRANSACTION_FEED_URL_SUFFIX
+ "/"
+ transactionIdProperty;
deleteTransactionEntry(service, requestUrl);
break;
case BACK:
return;
case QUIT:
System.exit(0);
case HELP:
printTransactionMenuHelp();
break;
default:
printTransactionMenuHelp();
}
}
}
/**
* Portfolio menu.
*
* @param sc Scanner to read user input from the command line.
* @throws IOException If there is a problem communicating with the server.
* @throws ServiceException If the service is unable to handle the request.
*/
private static void portfolioMenu(FinanceService service, Scanner sc)
throws IOException, ServiceException {
printPortfolioMenuHelp();
while (true) {
String requestUrl = baseUrl + PORTFOLIO_FEED_URL_SUFFIX;
switch (processPortfolioMenuCommand(sc.nextLine().toLowerCase())) {
case QUERY_FEED:
System.out.print("Include returns in query response? (y/n) ");
String includeReturns = sc.nextLine();
if (includeReturns.toLowerCase().equals("y")
|| includeReturns.toLowerCase().equals("yes")) {
requestUrl += "?returns=true";
} else if (includeReturns.toLowerCase().equals("n")
|| includeReturns.toLowerCase().equals("no")) {
requestUrl += "?returns=false";
}
System.out.print("Inline positions in feed? (y/n) ");
String inlinePositions = sc.nextLine();
if (inlinePositions.toLowerCase().equals("y")
|| inlinePositions.toLowerCase().equals("yes")) {
requestUrl += "&positions=true";
} else if (inlinePositions.toLowerCase().equals("n")
|| inlinePositions.toLowerCase().equals("no")) {
requestUrl += "&positions=false";
}
queryPortfolioFeed(service, requestUrl);
break;
case QUERY_ENTRY:
System.out.println("Enter portfolio ID");
portfolioIdProperty = sc.nextLine();
requestUrl += "/" + portfolioIdProperty;
queryPortfolioEntry(service, requestUrl);
break;
case CREATE:
System.out.println("Enter portfolio name");
String portfolioName = sc.nextLine();
System.out.println("Enter currency code");
String currencyCode = sc.nextLine();
PortfolioEntry entry = FinanceUtilities.makePortfolioEntry(portfolioName, currencyCode);
insertPortfolioEntry(service, requestUrl, entry);
break;
case UPDATE:
System.out.println("Enter portfolio ID");
portfolioIdProperty = sc.nextLine();
requestUrl += "/" + portfolioIdProperty;
System.out.println("Enter new portfolio name");
portfolioName = sc.nextLine();
System.out.println("Enter new currency code");
currencyCode = sc.nextLine();
entry = FinanceUtilities.makePortfolioEntry(portfolioName, currencyCode);
updatePortfolioEntry(service, requestUrl, entry);
break;
case DELETE:
System.out.println("Enter portfolio ID");
portfolioIdProperty = sc.nextLine();
requestUrl += "/" + portfolioIdProperty;
deletePortfolioEntry(service, requestUrl);
break;
case BACK:
return;
case POSITIONS:
positionMenu(service, sc);
break;
case QUIT:
System.exit(0);
case HELP:
printPortfolioMenuHelp();
break;
default:
printPortfolioMenuHelp();
}
}
}
