User-supplied choices that drive the import plan. More...

#include <import_choices.hpp>

Collaboration diagram for import_choices:

Public Attributes
currency_import_mode	currency_mode = currency_import_mode::missing_only
	How to handle currencies already in the database.

reimport_mode	portfolio_reimport_mode = reimport_mode::add_trades_only
	How to handle portfolios and books that already exist.

std::string	parent_portfolio_name
	Name for the optional wrapping parent portfolio.

bool	create_parent_portfolio = true
	If true, a single parent portfolio wraps all imported portfolios.

std::vector< std::string >	scan_exclusions
	Directory name segments to skip during the filesystem scan.

std::vector< std::string >	hierarchy_strip = {"Input"}
	Directory name segments to strip when building the portfolio/book hierarchy.

trade_defaults	defaults
	Default field values to stamp onto imported trades.

std::optional< boost::uuids::uuid >	existing_parent_portfolio_id
	UUID of a pre-existing portfolio to use as parent.

boost::uuids::uuid	party_id
	Party that owns the imported entities.

std::string	aggregation_ccy = "USD"
	Aggregation currency for auto-created portfolios.

std::string	ledger_ccy = "USD"
	Ledger currency for auto-created books.

std::string	purpose_type = "Internal"
	Purpose type for auto-created portfolios.

Detailed Description

User-supplied choices that drive the import plan.

Collected across the wizard pages and passed to ore_import_planner.

Member Data Documentation

◆ scan_exclusions

std::vector<std::string> scan_exclusions

Directory name segments to skip during the filesystem scan.

Files inside these directories are added to scan_result::ignored_files and never classified or imported. The default is empty — all directories are scanned.

◆ hierarchy_strip

std::vector<std::string> hierarchy_strip = {"Input"}

Directory name segments to strip when building the portfolio/book hierarchy.

Default strips "Input" so that the standard ORE input sub-directory (e.g. Example_1/Input/portfolio.xml) does not create an extra "Input" portfolio node. Files inside these directories are still scanned.

◆ existing_parent_portfolio_id

std::optional<boost::uuids::uuid> existing_parent_portfolio_id

UUID of a pre-existing portfolio to use as parent.

When set, all imported top-level portfolios are attached under this portfolio instead of creating a new parent portfolio. The create_parent_portfolio flag and parent_portfolio_name are ignored.

◆ party_id

boost::uuids::uuid party_id

Party that owns the imported entities.