finbourne-sdk-utils 0.0.24__py3-none-any.whl

finbourne_sdk_utils/cocoon/transaction_type_upload.py

@@ -0,0 +1,136 @@
+import lusid
+import lusid.models as models
+import logging
+
+logger = logging.getLogger()
+
+
+def create_transaction_type_configuration(api_factory, alias, movements):
+    """
+    This function creates a transaction type configuration if it doesn't already exist.
+
+    Parameters
+    ----------
+    api_factory :  The LUSID api factory to use
+    alias : lusid.models.TransactionConfigurationTypeAlias
+        An aliases with type and group
+    movements : list[lusid.models.TransactionConfigurationMovementDataRequest]
+        The movements to use for
+        transaction type
+
+    Returns
+    -------
+    response : (lusid.models.createtransactiontyperesponse)
+        The response from creating the transaction type
+    """
+
+    # Call LUSID to get your transaction type configuration
+    response = api_factory.build(
+        lusid.api.SystemConfigurationApi
+    ).list_configuration_transaction_types()
+
+    aliases_current = [
+        (alias.type, alias.transaction_group)
+        for transaction_grouping in response.transaction_configs
+        for alias in transaction_grouping.aliases
+    ]
+
+    logger.info(
+        f"The LUSID enviornment currently has {len(aliases_current)} transaction aliases"
+    )
+
+    if (alias.type, alias.transaction_group) in aliases_current:
+        logging.warning(
+            "The following alias already exists: "
+            + f"Type of {alias.type} with source {alias.transaction_group}"
+        )
+        return response
+
+    logger.info(f"Creating a new transaction aliases called: {alias.type}")
+
+    response = api_factory.build(
+        lusid.api.SystemConfigurationApi
+    ).create_configuration_transaction_type(
+        transaction_configuration_data_request=models.TransactionConfigurationDataRequest(
+            aliases=[alias], movements=movements
+        )
+    )
+
+    return response
+
+
+def upsert_transaction_type_alias(api_factory, new_transaction_config):
+    """
+    This function overrides the current transaction types alias with a new configuration.
+    The alias will be created if it does not already exist.
+
+    Parameters
+    ----------
+    api_factory: factory
+        The LUSID api factory to use.
+    new_transaction_config: list[lusid.models.TransactionConfigurationDataRequest]
+        A list of new transaction type configurations
+
+    Returns
+    -------
+    response : (lusid.models.TransactionSetConfigurationData)
+        The response from setting the transaction type
+    """
+
+    # Call LUSID to get a list of the current transaction types
+
+    current_transaction_types = api_factory.build(
+        lusid.api.SystemConfigurationApi
+    ).list_configuration_transaction_types()
+
+    transaction_configs_list = current_transaction_types.transaction_configs
+
+    # Define function to delete current alias if it already exists
+
+    def delete_current_alias(updated_alias):
+
+        for txn_index, trans_type in enumerate(transaction_configs_list):
+
+            for alias_index, alias in enumerate(trans_type.aliases):
+
+                if (
+                    alias.type == updated_alias.type
+                    and alias.transaction_group == updated_alias.transaction_group
+                ):
+                    del trans_type.aliases[alias_index]
+
+                    break
+
+            else:
+                continue
+
+            # If there are no aliases assigned against the old movement, delete the transaction type configuration from LUSID
+            # We don't want to leave unassigned movements in LUSID
+
+            if len(trans_type.aliases) == 0:
+                del transaction_configs_list[txn_index]
+
+            break
+
+    # Loop over list of new aliases and delete them if they already exist
+
+    new_aliases_nested = [item.aliases for item in new_transaction_config]
+    new_aliases = [item for sublist in new_aliases_nested for item in sublist]
+
+    for item in new_aliases:
+        delete_current_alias(item)
+
+    # Then set the new aliases with new config
+
+    transaction_configs_list = transaction_configs_list + new_transaction_config
+
+    set_response = api_factory.build(
+        lusid.api.SystemConfigurationApi
+    ).set_configuration_transaction_types(
+        transaction_set_configuration_data_request=models.TransactionSetConfigurationDataRequest(
+            transaction_config_requests=transaction_configs_list,
+            side_config_requests=current_transaction_types.side_definitions,
+        )
+    )
+
+    return set_response