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Tómas Tómasson

Tómas Tómasson

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Overview

RetailOrderInstructionService is a rest service used to create and manager orders for clients.

It contains the following operations:

Code Block
    "/login/{ssn}"
    Stream Login(string ssn);

    "/customerinfo/{ssn}"
    Stream CustomerInfo(string ssn);

    "/create/{ssn}"
    Stream Create(string ssn, CreateOrderInstructionRetailDmaRequest json);

    "/update/{ssn}"
    Stream Update(string ssn, UpdateOrderInstructionsRetailDmaRequest json);

    "/cancel/{ssn}"
    Stream Cancel(string ssn, CancelOrderInstructionRetailDmaRequest json);

    "/calculateorder/{ssn}"
    Stream CalculateOrder(string ssn, CalculateOrderRetailDmaRequest request);

    "/portfoliooverview/{ssn}"
    Stream GetPortfolioOverview(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.PortfolioOverviewRequest request);

    "/portfolioposition/{ssn}"
    Stream GetPortfolioPosition(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.PortfolioPositionRequest request);

    "/portfoliotransactions/{ssn}"
    Stream GetPortfolioTransactions(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.PortfolioTransactionsRequest request);

    "/accountbalance/{ssn}"
    Stream GetAccountBalance(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.AccountBalanceRequest request);

    "/searchorders/{ssn}"
    Stream SearchOrders(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.OrderSearchRequest request);

    "/searchtrades/{ssn}"
    Stream SearchTrades(string ssn, Kodi.Kodiak.OrderEntry.Retail.Contracts.TradeSearchRequest request);

Prerequisites

What do we need from 5D?

  • 5D Endpoints - Paths to PerformanceService and ExternalQueryService

  • Authorization/user configuration

Configuration

  • Spring

  • Services

  • Connection strings

  • Access

Setup

Overview - What does this service do

How do you set this up?

Do you need to create a user/user group/trader/external user?

Where are the executables?

Where is the jenkins build?

Deployment

Where are the configs saved after deployment

What steps should be followed after deployment?

  • Check logs?

  • Check endpoints?

  • Start KODIAK Oms Client?

...

  • - The identity of windows user needed to call those services. This user is specified in appSettings.config as RetailsCustomerUserId

Setup

The Kodi.Kodiak.OrderEntry.Retail.dll file needs to be present in C:/KodiakOrderEntryServer

A correct version of Kodi.Kodiak.Adapters.Libra.dll (above 3.1.1.52) needs to be present in C:/KodiakOrderEntryServer

Configuration

The following configuration files need to be set

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Code Block
languagexml
  <!-- Retail Customers -->
	<!-- When true the server will create a retail services controller  -->
	<add key="UseRetailRestServices" value="true"/>
	<add key="RetailCustomersUserId" value="68" />
	<add key="RetailCustomersAllocateWhenFilled" value="true" />
	<add key="RetailCustomersDirectToMarket" value="true" />
	<add key="RetailCustomersBypassBackoffice" value="true" />

...

This file contains configuartion for RetailKodiakService, RetailOrderInstructionService and RetailSearchService

4: config/serviceconfig/system.servicemodel.services.config

Code Block
languagexml
<!-- For use with Retail DMA -->
<service behaviorConfiguration="ServiceBehaviorBasic" name="RetailOrderInstructionService">
	<endpoint address="" binding="webHttpBinding" contract="Kodi.Kodiak.Services.IRetailOrderInstructionService" behaviorConfiguration="rest" />
</service>

5: config/serviceconfig/system.servicemodel.client.config

Code Block
  <endpoint address="http://urltolibraserver/Libra.Services/Assetmanager/PerformanceService.svc" binding="wsHttpBinding" bindingConfiguration="WSHttpBinding_IPerformanceService" 
  contract="LibraServices.IPerformanceService" name="WSHttpBinding_IPerformanceService">
    <!-- <identity> -->
      <!-- <userPrincipalName value="srv.iisapppool_test@fjaf.internal" /> -->
    <!-- </identity> -->
  </endpoint>
  <endpoint address="http://urltolibraserver/Libra.Services/Portfolio/ExternalQueryService.svc" binding="wsHttpBinding" bindingConfiguration="WSHttpBinding_IExternalQueryService" 
  contract="LibraServicesExternal.IExternalQueryService" name="WSHttpBinding_IExternalQueryService">
    <!-- <identity> -->
      <!-- <userPrincipalName value="srv.iisapppool_test@fjaf.internal" /> -->
    <!-- </identity> -->
  </endpoint>

56: config/serviceconfig/CustomServices.config

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