ORE Studio 0.0.4
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PortfolioDetailDialog.hpp
1/* -*- mode: c++; tab-width: 4; indent-tabs-mode: nil; c-basic-offset: 4 -*-
2 *
3 * Copyright (C) 2026 Marco Craveiro <marco.craveiro@gmail.com>
4 *
5 * This program is free software; you can redistribute it and/or modify it under
6 * the terms of the GNU General Public License as published by the Free Software
7 * Foundation; either version 3 of the License, or (at your option) any later
8 * version.
9 *
10 * This program is distributed in the hope that it will be useful, but WITHOUT
11 * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
12 * FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
13 * details.
14 *
15 * You should have received a copy of the GNU General Public License along with
16 * this program; if not, write to the Free Software Foundation, Inc., 51
17 * Franklin Street, Fifth Floor, Boston, MA 02110-1301, USA.
18 *
19 */
20#ifndef ORES_QT_PORTFOLIO_DETAIL_DIALOG_HPP
21#define ORES_QT_PORTFOLIO_DETAIL_DIALOG_HPP
22
23#include "ores.qt/ClientManager.hpp"
24#include "ores.qt/DetailDialogBase.hpp"
25#include "ores.qt/ImageCache.hpp"
26#include "ores.qt/LookupFetcher.hpp"
27#include "ores.logging/make_logger.hpp"
28#include "ores.refdata.api/domain/portfolio.hpp"
29
30namespace Ui {
31class PortfolioDetailDialog;
32}
33
34namespace ores::qt {
35
44 Q_OBJECT
45
46private:
47 inline static std::string_view logger_name =
48 "ores.qt.portfolio_detail_dialog";
49
50 [[nodiscard]] static auto& lg() {
51 using namespace ores::logging;
52 static auto instance = make_logger(logger_name);
53 return instance;
54 }
55
56public:
57 explicit PortfolioDetailDialog(QWidget* parent = nullptr);
58 ~PortfolioDetailDialog() override;
59
60 void setClientManager(ClientManager* clientManager);
61 void setImageCache(ImageCache* imageCache);
62 void setUsername(const std::string& username);
63 void setPortfolio(const refdata::domain::portfolio& portfolio);
64 void setCreateMode(bool createMode);
65 void setReadOnly(bool readOnly);
66
67signals:
68 void portfolioSaved(const QString& code);
69 void portfolioDeleted(const QString& code);
70
71private slots:
72 void onSaveClicked();
73 void onDeleteClicked();
74 void onCodeChanged(const QString& text);
75 void onFieldChanged();
76
77protected:
78 QTabWidget* tabWidget() const override;
79 QWidget* provenanceTab() const override;
80 ProvenanceWidget* provenanceWidget() const override;
81 bool hasUnsavedChanges() const override { return hasChanges_; }
82
83private:
84 void setupUi();
85 void setupConnections();
86 void updateUiFromPortfolio();
87 void updatePortfolioFromUi();
88 void updateSaveButtonState();
89 void populateCurrencyCombo();
90 void populatePurposeTypeCombo();
91 void populateParentPortfolioCombo();
92 bool validateInput();
93
94 Ui::PortfolioDetailDialog* ui_;
95 ClientManager* clientManager_;
96 ImageCache* imageCache_{nullptr};
97 std::string username_;
99 std::vector<portfolio_entry> portfolioEntries_;
100 bool createMode_{true};
101 bool readOnly_{false};
102 bool hasChanges_{false};
103};
104
105}
106
107#endif
Implements logging infrastructure for ORE Studio.
Definition boost_severity.hpp:28
Qt-based graphical user interface for ORE Studio.
Definition AboutDialog.hpp:29
Manages the lifecycle of the NATS client and login state.
Definition ClientManager.hpp:109
Base class for all detail dialogs.
Definition DetailDialogBase.hpp:74
Cache for dynamically loaded images (flags, icons) from the server.
Definition ImageCache.hpp:53
Detail dialog for viewing and editing portfolio records.
Definition PortfolioDetailDialog.hpp:43
ProvenanceWidget * provenanceWidget() const override
Returns the promoted ProvenanceWidget (named "provenanceWidget" in .ui).
Definition PortfolioDetailDialog.cpp:58
bool hasUnsavedChanges() const override
Definition PortfolioDetailDialog.hpp:81
QTabWidget * tabWidget() const override
Returns the dialog's QTabWidget (named "tabWidget" in .ui).
Definition PortfolioDetailDialog.cpp:56
QWidget * provenanceTab() const override
Returns the Provenance tab widget (named "provenanceTab" in .ui).
Definition PortfolioDetailDialog.cpp:57
Widget displaying the 6 standard record provenance fields.
Definition ProvenanceWidget.hpp:39
Logical aggregation node for risk and reporting.
Definition portfolio.hpp:37