def set_entitlements(self, entitlements: Entitlements):
"""
Set the entitlements of a portfolio
:param entitlements: Entitlements object
"""
entitlements_as_target = entitlements.to_target()
portfolio_as_target = GsPortfolioApi.get_portfolio(self.__portfolio_id)
portfolio_as_target.entitlements = entitlements_as_target
GsPortfolioApi.update_portfolio(portfolio_as_target)
def set_aum_source(self, aum_source: RiskAumSource):
"""
Set portfolio AUM Source
:param aum_source: aum source for portfolio
:return:
"""
portfolio = GsPortfolioApi.get_portfolio(self.portfolio_id)
portfolio.aum_source = aum_source
GsPortfolioApi.update_portfolio(portfolio)
def _update(self):
GsPortfolioApi.update_portfolio(
portfolio=MQPortfolio(name=self.name,
id_=self.id,
currency=self.currency,
entitlements=self.entitlements.to_target()))
if self.__need_to_schedule_reports:
self._schedule_first_reports(self.get_position_dates())
self.__need_to_schedule_reports = False
def test_update_portfolio(mocker):
id_1 = 'MP1'
portfolio = Portfolio(id=id_1, currency='USD', name='Example Port Renamed')
# mock GsSession
mocker.patch.object(GsSession.__class__, 'current', return_value=GsSession.get(Environment.QA, 'client_id', 'secret'))
mocker.patch.object(GsSession.current, '_put', return_value=portfolio)
# run test
response = GsPortfolioApi.update_portfolio(portfolio)
GsSession.current._put.assert_called_with('/portfolios/{id}'.format(id=id_1), portfolio, cls=Portfolio)
assert response == portfolio
