Temenos Digital
R24 AMR | Min(s) read

Portfolio Details

Portfolio Details component is a contractual component that helps you to view the portfolio details.

Namespace

com.temenos.infinityComponent.portfolioDetails

Contract Definition

Contracts are used to customize behavior, user experience, and manipulate the data or object of a component. Contracts are made available by exposing properties, methods, and events.

  • Properties: Used to define the behavior of the component.
  • Methods: Form or other components can use these methods to interact with the component.
  • Events: Events are generated on the component. Implementation teams can define business logic to configure the execution of events.
  • Context: Specifies the contextual object that is passed to the component.

Properties

Properties

Programmatic Name

Quantum Type

Temenos Digital Type

 

Default Value

Get Attachments Service

Object Service Name

GAobjectServiceName

String

String

WealthObjects

Object Name

GAobjectName

String

String

DownloadPDF

Operation Name

GAoperationName

String

String

generatePDF

Tab 1

Name

tabOneName

String

String

Holdings

Options

tabOneOptions

List

List

AllTheOptions

Filter Options

tabOneFilterOptions

List

List

SearchOnly

Radio Options

tabOneRadioOptions

Boolean

Boolean

false

Obj Service

tabOneObjService

String

String

WealthObjects

Object Name

tabOneObjName

String

String

Portfolio

Operation Name

tabOneOperation

String

String

getPortfolioHoldings

Criteria

tabOneCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "userId":"{$.c.userId}", "fieldOrder":"{$.c.fieldOrder}", "navPage":"{$.c.navPage}", "sortBy":"{$.c.sortBy}", "searchByInstrumentName":"{$.c.searchByInstrumentName}", "pageSize":"{$.c.pageSize}", "pageOffset":"{$.c.pageOffset}", "sortOrder":"{$.c.sortOrder}","isEuro":"{$.c.isEuro}"}

Identifier

tabOneIdentifier

String

String

S1

Response Array

tabOneResponseArray

String

JSON

{$.S1.portfolioHoldings}

Response Id

tabOneResponseId

String

String

L1

Fields

tabOneFields

String

JSON

{ "One": { "value": "description", "type": "text", "displayName": "Instrument", "default": "true" }, "Two": { "value": "quantity", "type": "textAmount", "displayName": "Quantity", "default": "true" }, "Three": { "value": "marketPrice", "type": "normalAmount", "displayName": "Latest Price", "currency": "referenceCurrency", "default": "true" }, "Four": { "value": "costPrice", "type": "normalAmount", "currency": "referenceCurrency", "displayName": "Average Cost", "default": "true" }, "Five": { "value": "marketValue", "type": "normalAmount", "currency": "secCCy", "displayName": "Market Value", "default": "true" }, "Six": { "value": "weightPercentage", "type": "percentage", "displayName": "Weight%", "default": "true" }, "Seven": { "value": "unrealPLMkt", "type": "amount", "currency": "referenceCurrency", "displayName": "Unrealised P&L", "default": "true" }, "Eight": { "value": "assestClass", "type": "text", "displayName": "Asset Class", "default": "false" }, "Nine": { "value": "region", "type": "text", "displayName": "Region", "default": "false" }, "Ten": { "value": "sector", "type": "text", "displayName": "Sector", "default": "false" }, "Eleven": { "value": "secCCy", "type": "text", "displayName": "Currency", "default": "false" }, "Twelve": { "value": "exchangeRate", "type": "normalAmount", "displayName": "Exchange Rate", "currency": "secCCy", "default": "false" }, "Thirteen": { "value": "marketValPOS", "type": "normalAmount", "currency": "secCCy", "displayName": "Market Value (pos ccy)", "default": "false" }, "Fourteen": { "value": "costValue", "type": "normalAmount", "currency": "secCCy", "displayName": "Cost Value", "default": "false" }, "Fifteen": { "value": "costExchangeRate", "type": "normalAmount", "currency": "referenceCurrency", "displayName": "Cost Exchange Rate", "default": "false" }, "Sixteen": { "value": "unRealizedPLPercentage", "type": "colorpercentage", "displayName": "Unrealised P&L%", "default": "false" }, "Seventeen": { "value": "dailyPL", "type": "amount", "currency": "secCCy", "displayName": "Daily P&L", "default": "false" }, "Eighteen": { "value": "dailyPLPercentage", "type": "colorpercentage", "displayName": "Daily P&L %", "default": "false" } }

dock First Column

tabOneDockFirstColumn

Boolean

Boolean

true

context Menu Required

tabOneContextualMenuRequired

Boolean

Boolean

true

Context Menu Label

tabOneContextMenuLabel

String

String

View,Buy,Sell

error Text

tabOneErrorText

String

String

No holdings for the portfolio

Context Menu Action

tabOneContextMenuAction

String

String

frmInstrumentDetails,frmPlaceOrder,frmPlaceOrder

Date Filter Labels

tabOneDateFilterLabels

String

String

-

Date Filter Keys

tabOneDateFilterKeys

String

String

-

Search Placeholder

tabOneSearchPlaceholder

String

String

Search by Instrument

Date Filter Default Key

tabOneDateFilterDefaultKey

String

String

-

Performance config

tabOnePerformanceConfig

String

JSON

-

Features And Permissions

tabOneFeatures

String

JSON

{"entitlement_keys":["WEALTH_PORTFOLIO_DETAILS&&WEALTH_PORTFOLIO_DETAILS_HOLDINGS_VIEW"]}

Contextual Menu Permission

tabOneContextMenuPermission

String

JSON

{"entitlement_keys":["WEALTH_PRODUCT_DETAILS&&WEALTH_PRODUCT_DETAILS_INSTRUMENT_VIEW","ORDER_MANAGEMENT&&ORDER_MANAGEMENT_BUY_ORDER_LINK_CREATE","ORDER_MANAGEMENT&&ORDER_MANAGEMENT_SELL_ORDER_LINK_CREATE"]}

Tab 2

Name

tabTwoName

String

String

Transactions

Options

tabTwoOptions

List

List

PrintAndDownload

Filter Options

tabTwoFilterOptions

List

List

SearchAndCalendar

Radio Options

tabTwoRadioOptions

Boolean

Boolean

false

Obj Service

tabTwoObjService

String

String

WealthObjects

Object Name

tabTwoObjName

String

String

Portfolio

Operation Name

tabTwoOperation

String

String

getTransactionDetails

Criteria

tabTwoCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "navPage":"{$.c.navPage}", "sortBy":"{$.c.sortBy}", "searchByInstrumentName":"{$.c.searchByInstrumentName}", "pageSize":"{$.c.pageSize}", "pageOffset":"{$.c.pageOffset}", "startDate":"{$.c.startDate}", "endDate":"{$.c.endDate}", "sortOrder":"{$.c.sortOrder}","isEuro":"{$.c.isEuro}"}

Identifier

tabTwoIdentifier

String

String

S2

Response Array

tabTwoResponseArray

String

JSON

{$.S2.portfolioTransactions}

Response Id

tabTwoResponseId

String

String

L2

Fields

tabTwoFields

String

JSON

{ "One": { "value": "description", "type": "text", "displayName": "Instrument", "default": "false" }, "Two": { "value": "tradeDate", "type": "date", "displayName": "Trade Date", "default": "false" }, "Three": { "value": "orderType", "type": "text", "displayName": "Type", "default": "false" }, "Four": { "value": "quantity", "type": "textAmount", "displayName": "Qty.", "default": "false" }, "Five": { "value": "limitPrice", "type": "normalAmount", "currency": "referenceCurrency", "displayName": "Price", "default": "false" }, "Six": { "value": "instrumentAmount", "type": "normalAmount", "currency": "referenceCurrency", "displayName": "Amount", "default": "false" }, "Seven": { "value": "exchangeRate", "type": "normalAmount", "currency": "referenceCurrency", "displayName": "Exchange Rate", "default": "false" }, "Eight": { "value": "netAmount", "type": "normalAmount", "currency": "instrumentCurrency", "displayName": "Amount (Instr.)", "default": "false" }, "Nine": { "value": "valueDate", "type": "date", "displayName": "Value Date", "default": "false" }, "Ten": { "value": "fees", "type": "normalAmount", "currency": "referenceCurrency", "displayName": "Fees", "default": "false" }, "Eleven": { "value": "total", "type": "normalAmount", "currency": "referenceCurrency", "displayName": "Total", "default": "false" } }

dock First Column

tabTwoDockFirstColumn

Boolean

Boolean

true

context Menu Required

tabTwoContextualMenuRequired

Boolean

Boolean

false

error Text

tabTwoErrorText

String

String

No transaction

Date Filter Labels

tabTwoDateFilterLabels

String

String

Previous 7 Days,Previous 30 Days,3 months,6 months

Date Filter Keys

tabTwoDateFilterKeys

String

String

7D,30D,3M,6M

Search Placeholder

tabTwoSearchPlaceholder

String

String

Search by Instrument, ISIN, Transaction type

Date Filter Default Key

tabTwoDateFilterDefaultKey

String

String

30D

Performance config

tabTwoPerformanceConfig

String

JSON

-

Features And Permissions

tabTwoFeatures

String

JSON

{"entitlement_keys":["WEALTH_PORTFOLIO_DETAILS&&WEALTH_PORTFOLIO_DETAILS_TRANSACTIONS_VIEW"]}

Tab 4

Name

tabFourName

String

String

Accounts Activity

Options

tabFourOptions

List

List

PrintAndDownload

Filter Options

tabFourFilterOptions

List

List

SearchAndListSelectionAndCalendar

Radio Options

tabFourRadioOptions

Boolean

Boolean

false

Obj Service

tabFourObjService

String

String

WealthObjects

Object Name

tabFourObjName

String

String

AccountActivity

Operation Name

tabFourOperation

String

String

getAccountActivityOperations

Criteria

tabFourCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "navPage":"{$.c.navPage}", "sortBy":"{$.c.sortBy}", "searchByInstrumentName":"{$.c.searchByInstrumentName}", "accountId":"{$.c.accountId}" , "listType":"{$.c.listType}", "pageOffset":"{$.c.pageOffset}", "pageSize":"{$.c.pageSize}", "sortOrder":"{$.c.sortOrder}", "dateFrom":"{$.c.dateFrom}", "dateTo":"{$.c.dateTo}","isEuro":"{$.c.isEuro}" }

Identifier

tabFourIdentifier

String

String

S4

Response Array

tabFourResponseArray

String

JSON

{$.S4.accountActivityList}

Response Id

tabFourResponseId

String

String

L4

Fields

tabFourFields

String

JSON

{ "One": { "value": "bookingDate", "type": "date", "displayName": "Booking Date", "default": "false" }, "Two": { "value": "displayName", "type": "text", "displayName": "Type", "default": "false" }, "Three": { "value": "shortName", "type": "text", "displayName": "Instrument", "default": "false" }, "Four": { "value": "quantity", "displayName": "Quantity", "type": "textAmount", "default": "false" }, "Five": { "value": "amount", "type": "normalAmount", "currency": "currencyId", "displayName": "Change", "default": "false" }, "Six": { "value": "valueDate", "type": "date", "displayName": "Value Date", "default": "false" }, "Seven": { "value": "balance", "type": "normalAmount", "currency": "currencyId", "displayName": "Account Balance", "default": "false" } }

dock First Column

tabFourDockFirstColumn

Boolean

Boolean

false

context Menu Required

tabFourContextualMenuRequired

Boolean

Boolean

false

error Text

tabFourErrorText

String

String

No account movement for the account

Date Filter Labels

tabFourDateFilterLabels

String

String

Previous 7 Days,Previous 30 Days,3 months,6 months

Date Filter Keys

tabFourDateFilterKeys

String

String

7D,30D,3M,6M

Search Placeholder

tabFourSearchPlaceholder

String

String

Search by Account Movement Type

Date Filter Default Key

tabFourDateFilterDefaultKey

String

String

30D

Performance config

tabFourPerformanceConfig

String

JSON

-

Features And Permissions

tabFourFeatures

String

JSON

{"entitlement_keys":["WEALTH_PORTFOLIO_DETAILS&&WEALTH_PORTFOLIO_DETAILS_ACCOUNT_SUMMARY_VIEW"]}

Tab 5

Name

tabFiveName

String

String

Performance

Options

tabFiveOptions

List

List

PrintAndDownload

Filter Options

tabFiveFilterOptions

List

List

CalendarOnly

Radio Options

tabFiveRadioOptions

Boolean

Boolean

false

Obj Service

tabFiveObjService

String

String

WealthObjects

Object Name

tabFiveObjName

String

String

PortfolioPerformance

Operation Name

tabFiveOperation

String

String

getPortfolioPerformance

Criteria

tabFiveCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "navPage":"{$.c.navPage}", "sortBy":"{$.c.sortBy}", "sortOrder":"{$.c.sortOrder}", "pageSize":"{$.c.pageSize}", "pageOffset":"{$.c.pageOffset}", "dateFrom":"{$.c.dateFrom}", "dateTo":"{$.c.dateTo}", "duration":"{$.c.duration}", "benchMarkIndex":"{$.c.benchMarkIndex}","isEuro":"{$.c.isEuro}"}

Identifier

tabFiveIdentifier

String

String

S5

Response Array

tabFiveResponseArray

String

JSON

{$.S5.sortedMonthlyOverview}

Response Id

tabFiveResponseId

String

String

L5

Fields

tabFiveFields

String

JSON

{"One":{"value":"dateTime","type":"date","displayName":"Date","default":"false"},"Two":{"value":"percentageChange","type":"colorpercentage","displayName":"Portfolio Return","default":"false"},"Three":{"value":"portfolioReturn","type":"normalAmount","displayName":"Portfolio Value","default":"false"},"Four":{"value":"benchMarkIndex","type":"colorpercentage","displayName":"Benchmark Return","default":"false"}}

dock First Column

tabFiveDockFirstColumn

Boolean

Boolean

false

context Menu Required

tabFiveContextualMenuRequired

Boolean

Boolean

false

error Text

tabFiveErrorText

String

String

Details not found

Date Filter Labels

tabFiveDateFilterLabels

String

String

1 Year,YTD,Since Inception

Date Filter Keys

tabFiveDateFilterKeys

String

String

1Y,YTD,sinceInception

Search Placeholder

tabFiveSearchPlaceholder

String

String

Search by Instrument

Date Filter Default Key

tabFiveDateFilterDefaultKey

String

String

1Y

Performance config

tabFivePerformanceConfig

String

JSON

{ "lblOneName": "Portfolio", "lblTwoName": "Benchmark:", "firstColorCode": "#003E75", "secondColorCode": "#FFAF00", "firstImageName": "portfolio.png", "secondImageName": "benchmark.png", "graphRequired": "Yes" }

Features And Permissions

tabFiveFeatures

String

JSON

{"entitlement_keys":["WEALTH_PORTFOLIO_DETAILS&&WEALTH_PORTFOLIO_DETAILS_PERFORMANCE_VIEW"]}

Tab 6

Name

tabSixName

String

String

Reports

Options

tabSixOptions

List

List

None

Filter Options

tabSixFilterOptions

List

List

None

Radio Options

tabSixRadioOptions

Boolean

Boolean

false

Obj Service

tabSixObjService

String

String

WealthObjects

Object Name

tabSixObjName

String

String

Reports

Operation Name

tabSixOperation

String

String

getReportAndDownloadTypes

Criteria

tabSixCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "navPage":"{$.c.navPage}"}

Identifier

tabSixIdentifier

String

String

S6

Response Array

tabSixResponseArray

String

JSON

-

Response Id

tabSixResponseId

String

String

L6

Fields

tabSixFields

String

JSON

-

dock First Column

tabSixDockFirstColumn

Boolean

Boolean

false

context Menu Required

tabSixContextualMenuRequired

Boolean

Boolean

true

error Text

tabSixErrorText

String

String

-

Date Filter Labels

tabSixDateFilterLabels

String

String

Previous 30 Days,3 months,6 months,1 Year

Date Filter Keys

tabSixDateFilterKeys

String

String

30D,3M,6M,1Y

Search Placeholder

tabSixSearchPlaceholder

String

String

Search by Instrument

Date Filter Default Key

tabSixDateFilterDefaultKey

String

String

30D

Performance config

tabSixPerformanceConfig

String

JSON

{ "lbl01": "Language", "lbl02": "By Time Period","lbl03": "Report","lbl04": "Download Statements","firstColorCode": "#424242","secondColorCode": "#003e75", "img1": "calender.png","img2":"download.png"}

Download Report Permissions

tabSixFeaturesdownloadReport

String

JSON

{"entitlement_keys":["WEALTH_REPORT_MANAGEMENT&&WEALTH_REPORT_MANAGEMENT_REPORT_DOWNLOAD"]}

Generate Report Permissions

tabSixFeaturesgenerateReport

String

JSON

{"entitlement_keys":["WEALTH_REPORT_MANAGEMENT&&WEALTH_REPORT_MANAGEMENT_REPORT_CREATE"]}

Download Statement Service

 

 

 

 

Obj Service

downloadReportObjService

String

String

WealthObjects

Obj Name

downloadReportObjName

String

String

DownloadPDF

Operation

downloadReportOperation

String

String

generatePDF

Criteria

downloadReportCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "orderId":"{$.c.orderId}"}

Get Report Service

 

 

 

 

Obj Service

getReportObjService

String

String

WealthObjects

Obj Name

getReportObjName

String

String

DownloadPDF

Operation

getReportOperation

String

String

generatePDF

Criteria

getReportCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "orderId":"{$.c.orderId}"}

Tab 3

Name

tabThreeName

String

String

Orders

Options

tabThreeOptions

List

List

PrintAndDownload

Filter Options

tabThreeFilterOptions

List

List

SearchOnly

Radio Options

tabThreeRadioOptions

Boolean

Boolean

true

error Text

tabThreeErrorText

String

String

Orders not found

Date Filter Labels

tabThreeDateFilterLabels

String

String

Previous 7 Days,Previous 30 Days,3 months,6 months

Date Filter Keys

tabThreeDateFilterKeys

String

String

7D,30D,3M,6M

Search Placeholder

tabThreeSearchPlaceholder

String

String

Search by Instrument, ISIN, Order type

Date Filter Default Key

tabThreeDateFilterDefaultKey

String

String

30D

Performance config

tabThreePerformanceConfig

String

JSON

-

Status Options Code

statusOptionsCode

String

String

Completed,Rejected,Open,Cancelled

Status Options Image

statusOptionsImage

String

String

green.png,red.png,orange.png,grey.png

Tab 3A

Obj Service

tabThreeAObjService

String

String

WealthObjects

Object Name

tabThreeAObjName

String

String

OrdersDetails

Operation Name

tabThreeAOperation

String

String

getOrdersDetails

Criteria

tabThreeACriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "navPage":"{$.c.navPage}", "sortBy":"{$.c.sortBy}", "searchByInstrumentName":"{$.c.searchByInstrumentName}", "pageSize":"{$.c.pageSize}", "orderId":"{$.c.orderId}" , "pageOffset":"{$.c.pageOffset}", "sortOrder":"{$.c.sortOrder}", "type":"{$.c.type}","isEuro":"{$.c.isEuro}"}

Identifier

tabThreeAIdentifier

String

String

S3

Response Array

tabThreeAResponseArray

String

JSON

{$.S3.ordersDetails}

Response Id

tabThreeAResponseId

String

String

L3

Fields

tabThreeAFields

String

JSON

{ "One": { "value": "description", "type": "text", "displayName": "Instrument", "default": "false" }, "Two": { "value": "orderReference", "type": "text", "displayName": "Reference ID", "default": "false" }, "Three": { "value": "tradeDate", "type": "date", "displayName": "Date", "default": "false" }, "Four": { "value": "orderType", "type": "text", "displayName": "Type", "default": "false" }, "Five": { "value": "quantity", "type": "textAmount", "displayName": "Quantity", "default": "false" }, "Six": { "value": "limitPrice", "type": "normalAmount", "currency": "instrumentCurrency", "displayName": "Limit Price", "default": "false" }, "Seven": { "value": "stopPrice", "type": "normalAmount", "displayName": "Stop Price", "currency": "instrumentCurrency", "default": "false" }, "Eight": { "value": "status", "type": "text", "displayName": "Status", "default": "false" } }

dock First Column

tabThreeADockFirstColumn

Boolean

Boolean

true

context Menu Required

tabThreeAContextualMenuRequired

Boolean

Boolean

true

Context Menu Label

tabThreeAContextMenuLabel

String

String

Modify,Cancel

error Text

tabThreeAErrorText

String

String

No open order

Context Menu Action

tabThreeAContextMenuAction

String

String

frmPlaceOrder,Cancel

Features And Permissions

tabThreeAFeatures

String

JSON

{"entitlement_keys":["ORDER_MANAGEMENT&&ORDER_MANAGEMENT_ORDER_EDIT","ORDER_MANAGEMENT&&ORDER_MANAGEMENT_ORDER_CANCEL"]}

Contextual Menu Permission

tabThreeAContextMenuPermission

String

JSON

{"entitlement_keys":["ORDER_BLOTTER&&ORDER_BLOTTER_OPEN_ORDER_VIEW"]}

Tab 3B

Obj Service

tabThreeBObjService

String

String

WealthObjects

Object Name

tabThreeBObjName

String

String

OrdersDetails

Operation Name

tabThreeBOperation

String

String

getOrdersDetails

Criteria

tabThreeBCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "navPage":"{$.c.navPage}", "sortBy":"{$.c.sortBy}", "searchByInstrumentName":"{$.c.searchByInstrumentName}", "pageSize":"{$.c.pageSize}", "orderId":"{$.c.orderId}" , "pageOffset":"{$.c.pageOffset}", "sortOrder":"{$.c.sortOrder}", "type":"{$.c.type}","startDate":"{$.c.startDate}","endDate":"{$.c.endDate}","isEuro":"{$.c.isEuro}" }

Identifier

tabThreeBIdentifier

String

String

S3

Response Array

tabThreeBResponseArray

String

JSON

{$.S3.ordersDetails}

Response Id

tabThreeBResponseId

String

String

L3

Fields

tabThreeBFields

String

JSON

{ "One": { "value": "description", "type": "text", "displayName": "Instrument", "default": "false" }, "Two": { "value": "orderReference", "type": "text", "displayName": "Reference ID", "default": "false" }, "Three": { "value": "tradeDate", "type": "date", "displayName": "Date", "default": "false" }, "Four": { "value": "orderType", "type": "text", "displayName": "Type", "default": "false" }, "Five": { "value": "quantity", "type": "textAmount", "displayName": "Quantity", "default": "false" }, "Six": { "value": "orderExecutionPrice", "type": "normalAmount", "displayName": "Price", "currency": "instrumentCurrency", "default": "false" }, "Seven": { "value": "status", "type": "text", "displayName": "Status", "default": "false" } }

dock First Column

tabThreeBDockFirstColumn

Boolean

Boolean

true

context Menu Required

tabThreeBContextualMenuRequired

Boolean

Boolean

false

Context Menu Label

tabThreeBContextMenuLabel

String

String

-

error Text

tabThreeBErrorText

String

String

No historical order

Context Menu Action

tabThreeBContextMenuAction

String

String

{"entitlement_keys":["ORDER_BLOTTER&&ORDER_BLOTTER_ORDERS_HISTORY_VIEW"]}

Features And Permissions

tabThreeBFeatures

String

JSON

{"entitlement_keys":["ORDER_MANAGEMENT&&ORDER_MANAGEMENT_ORDER_EDIT","ORDER_MANAGEMENT&&ORDER_MANAGEMENT_ORDER_CANCEL"]}

Contextual Menu Permission

tabThreeBContextMenuPermission

String

JSON

{"entitlement_keys":["ORDER_BLOTTER&&ORDER_BLOTTER_OPEN_ORDER_VIEW"]}

Settings Order Management

Obj Service

settingsObjService

String

String

WealthObjects

Obj Name

settingsObjName

String

String

Portfolio

Get Operation

settingsGetOperation

String

String

getFieldsOrder

Update Operation

settingsUpdateOperation

String

String

updateFieldsOrder

Get Criteria

settingsGetCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "userId":"{$.c.userId}","isEuro":"{$.c.isEuro}"}

Update Criteria

settingsUpdateCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "userId":"{$.c.userId}", "fieldOrder":"{$.c.fieldOrder}","isEuro":"{$.c.isEuro}"}

Cancel Request

Obj Service

cancelReqObjService

String

String

WealthObjects

Obj Name

cancelReqObjName

String

String

OrdersDetails

Operation

cancelReqOperation

String

String

cancelOrder

Criteria

cancelReqCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}", "orderId":"{$.c.orderId}"}

Data Format

Amount Format

amountFormat

String

JSON

{ "locale":"", "positiveFormat" : "{CS}{D}", "negativeFormat" : "-{CS}{D}", "fractionDigits":"2"}

Date Format

dateFormat

String

String

m/d/Y

Backend Date Format

backendDateFormat

String

String

Y-m-d

Percentage Format

percentageFormat

String

String

 

Icons

Search

iconSearch

String

JSON

{"img": "search_blue.png"}

Download

iconDownload

String

JSON

{"img": "download.png"}

Print

iconPrint

String

JSON

{"img": "print.png"}

Search Close

iconSearchClose

String

JSON

{"img": "closewealth.png"}

Settings

iconSettings

String

JSON

{"img": "settings.png"}

Default Sort

iconColumnSort

String

JSON

{"img": "sort.png"}

Ascending Sort

iconColumnSortAsc

String

JSON

{"img": "sortasc.png"}

Descending Sort

iconColumnSortDesc

String

JSON

{"img": "sortdesc.png"}

Calendar

iconCalendar

String

JSON

{"img": "calendar.png"}

Icon Radio Active

iconRadioActive

String

JSON

{"img": "radioactive.png"}

Icon Radio Inactive

iconRadioInactive

String

JSON

{"img": "radioinactive.png"}

List Box Service

Obj Service

lstbxObjService

String

String

WealthObjects

Obj Name

lstbxObjName

String

String

InstrumentDetails

Operation

lstbxOperation

String

String

getCashAccounts

Criteria

lstbxCriteria

String

JSON

{ "portfolioId":"{$.c.portfolioId}"}

Identifier

lstbxIdentifier

String

String

cashAccounts

Response Array

lstbxResponseArray

String

JSON

-

Response Id

lstbxResponseId

String

String

-

Search

Keyword Input Label

searchLabel1

String

String

By Keyword

List Input Label

searchLabel2

String

String

Cash Account

Date Range Label

searchLabel5

String

String

By Time Period

Type Keyword Place Holder

val1PlaceHolder

String

String

Type Keyword

Radio Button 2

searchLabel4

String

String

History

Radio Button 1

searchLabel3

String

String

Open Orders

Skins

Filter active tab skin

sknFilterActiveTab

String

String

ICSknBtnSSP42424217PxSelectedTab

Filter active tab hover skin

sknFilterActiveTabHover

String

String

ICSknBtnSSP42424217PxSelectedTabHover

Filter inactive tab skin

sknFilterInactiveTab

String

String

ICSknBtnSSP72727217PxUnSelectedTab

Filter inactive tab hover skin

sknFilterInactiveTabHover

String

String

ICSknBtnSSP72727217PxUnSelectedTabHover

Row seperator skin

sknRowSeperator

String

String

ICSknLabelBgDBDBDB

Table Header Label skin

sknTableLabelHeader

String

String

ICSknSSP72727213Px

Table Field Label Skin

sknTableLabelField

String

String

ICSknLblSSP42424215px

Action buttons skin

sknActionButtons

String

String

ICSknflxHoverSkinPointer

Search label skin

sknSearchLabel

String

String

ICSknLblSSP72727215px

Search textbox skin

sknSearchTextbox

String

String

ICSkntbxffffffBordere3e3e3SSP15px424242

Search active textbox skin

sknSearchActiveTextbox

String

String

ICSkntbxffffffBordere3e3e3SSP15px424242

Search dropdown skin

sknSearchDropdown

String

String

ICSknlbx15SSPe3343a8Border3e3e3Radius2px

Search active dropdown skin

sknSearchActiveDropdown

String

String

ICSknlbx15SSPe3343a8Border3e3e3Radius2px

Search calendar skin

sknSearchCalendar

String

String

sknCalTransactions

Search active calendar skin

sknSearchActiveCalendar

String

String

sknCalTransactions

Positive amount skin

sknPositiveAmount

String

String

sknIW2F8523

Negative amount skin

sknNegativeAmount

String

String

sknlblee0005SSPReg15px

Date skin

sknDate

String

String

ICSknLblSSP42424215px

Percentage skin

sknPercentage

String

String

ICSknLblSSP42424215px

Methods

Methods

Parameter

Description

setFeaturesAndPermissions

data

This method passes the permission of the current user into the component.

makeDaoCallOnOrderCancelRequest

id

This method invokes the cancel order service from the form.

getStartAndEndDatefromDateRangeComponent

 

This method gets the dates for the Date Picker component.

RealignSegment

Selected column

This method passes the selected column to realign the Holdings segment from the Settings component.

returnCurrComponent

data

This method returns the component.

onBreakPointChangeComponent

Form, width

This method is passes the breakpoint into the component.

setPortfolioId

portfolioId, userId

This method passes the current portfolio and the user ID into the component.

setFormContext

Object

This method sets the context object in the component.

Events

Events

Parameter

Description

onError

obj

This event returns the error to the form.

onSettingsVisibility

Selected column

This event invokes the Settings component with the selected value.

onCancelRequest

 

This event invokes the method in the form by clicking the Cancel Order button from the contextual menu.

contextMenuNavigation

data

This event invokes various navigation flows by clicking the contextual menu in the segment.

hideContextualMenu

 

This event hides the contextual menu.

contextualMenuVisibility

 

This event toggles the contextual menu visibility.

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Published on :
Thursday, May 30, 2024 11:38:35 AM IST