ORE Studio 0.0.4
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Public Types | Public Member Functions | List of all members
OreImportWizard Class Referencefinal

7-page wizard for importing ORE directory data into OreStudio. More...

#include <OreImportWizard.hpp>

Inherits QWizard.

Collaboration diagram for OreImportWizard:
Collaboration graph

Public Types

enum  PageId {
  Page_Welcome = 0 , Page_Directory , Page_ScanSummary , Page_Currency ,
  Page_Portfolio , Page_TradeImport , Page_Done
}
 

Public Member Functions

 OreImportWizard (ClientManager *clientManager, std::optional< boost::uuids::uuid > parentPortfolioId=std::nullopt, const std::string &parentPortfolioName="", QWidget *parent=nullptr)
 
ClientManagerclientManager () const
 
ore::scanner::scan_resultscanResult ()
 
ore::planner::import_choiceschoices ()
 
ore::planner::ore_import_planimportPlan ()
 
void setScanResult (ore::scanner::scan_result r)
 
int savedCurrencies () const
 
int savedPortfolios () const
 
int savedBooks () const
 
int savedTrades () const
 
bool importSuccess () const
 
QString importError () const
 
void setImportResults (int currencies, int portfolios, int books, int trades)
 
void setImportSuccess (bool ok)
 
void setImportError (const QString &msg)
 
const std::set< std::string > & existingIsoCodes () const
 
void setExistingIsoCodes (std::set< std::string > codes)
 
const std::vector< std::string > & existingPortfolioNames () const
 
void setExistingPortfolioNames (std::vector< std::string > names)
 

Detailed Description

7-page wizard for importing ORE directory data into OreStudio.

Pages:

  1. Welcome - static explanation
  2. Directory - folder picker; async scan on Next
  3. Scan Summary - counts + editable exclusion list; live hierarchy preview
  4. Currency - All vs Missing-only toggle; shows currency count
  5. Portfolio - parent portfolio name / create toggle
  6. Trade - date/lifecycle/counterparty defaults; executes import
  7. Done - summary counts and per-step results