Add notifications sdk v2 sample notebook to sample-notebooks

examples/use-cases/compliance/data/iag_allocations.csv

@@ -1,2 +1,2 @@
 instrument_name,client_internal,isin,figi,quantity,price,currency,allocation_id,originating_order,state,side,type
-IAG group plc,EQ_1244,ES0177542018,BBG00J9WBYB9,500,1.48,USD,ALLOC001-for-ORD005,ORD005,partial allocation,buy,market
+IAG group plc,EQ_1244,ES0177542018,BBG00J9WBYB9,500,1.48,USD,ALLOC001-for-ORD005,ORD005,partial allocation,Buy,market

examples/use-cases/notifications/HelperFiles/CreateManualEvent.sql

@@ -0,0 +1 @@
+select * from Views.ManualEvent.Writer where OrderCode == '{{Body.code}}' and OrderScope == '{{Body.scope}}';

examples/use-cases/notifications/HelperFiles/ExtraTableRows.html

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+<tr style="border-collapse:collapse">
+    <td align="left" style="padding:0;Margin:0;padding-top:20px;padding-left:20px;padding-right:20px"><!--[if mso]><table style="width:560px" cellpadding="0" cellspacing="0"><tr><td style="width:188px" valign="top"><![endif]-->
+        <table cellpadding="0" cellspacing="0" class="es-left" align="left" style="mso-table-lspace:0pt;mso-table-rspace:0pt;border-collapse:collapse;border-spacing:0px;float:left">
+            <tr style="border-collapse:collapse">
+                <td class="es-m-p0r es-m-p20b" align="center" style="padding:0;Margin:0;width:183px">
+                    <table cellpadding="0" cellspacing="0" width="100%" bgcolor="#efefef" style="mso-table-lspace:0pt;mso-table-rspace:0pt;border-collapse:collapse;border-spacing:0px;background-color:#efefef" role="presentation">
+                        <tr style="border-collapse:collapse">
+                            <td align="center" style="padding:0;Margin:0"><h3 style="Margin:0;line-height:19px;mso-line-height-rule:exactly;font-family:arial, 'helvetica neue', helvetica, sans-serif;font-size:16px;font-style:normal;font-weight:bold;color:#203443">{{subtitle1}}</h3></td>
+                        </tr>
+                        <tr style="border-collapse:collapse">
+                            <td align="center" height="27" style="padding:0;Margin:0"></td>
+                        </tr>
+                        <tr style="border-collapse:collapse">
+                            <td align="center" style="padding:0;Margin:0"><h3 style="Margin:0;line-height:14px;mso-line-height-rule:exactly;font-family:arial, 'helvetica neue', helvetica, sans-serif;font-size:12px;font-style:normal;font-weight:bold;color:#ff5200">{{description1}}</h3></td>
+                        </tr>
+                        <tr style="border-collapse:collapse">
+                            <td align="center" height="25" style="padding:0;Margin:0"></td>
+                        </tr>
+                    </table></td>
+                <td class="es-hidden" style="padding:0;Margin:0;width:5px"></td>
+            </tr>
+        </table><!--[if mso]></td><td style="width:182px" valign="top"><![endif]-->
+        <table cellpadding="0" cellspacing="0" class="es-left" align="left" style="mso-table-lspace:0pt;mso-table-rspace:0pt;border-collapse:collapse;border-spacing:0px;float:left">
+            <tr style="border-collapse:collapse">
+                <td class="es-m-p0r es-m-p20b" align="center" style="padding:0;Margin:0;width:182px">
+                    <table cellpadding="0" cellspacing="0" width="100%" bgcolor="#efefef" style="mso-table-lspace:0pt;mso-table-rspace:0pt;border-collapse:collapse;border-spacing:0px;background-color:#efefef" role="presentation">
+                        <tr style="border-collapse:collapse">
+                            <td align="center" style="padding:0;Margin:0"><h3 style="Margin:0;line-height:19px;mso-line-height-rule:exactly;font-family:arial, 'helvetica neue', helvetica, sans-serif;font-size:16px;font-style:normal;font-weight:bold;color:#203443">{{subtitle2}}</h3></td>
+                        </tr>
+                        <tr style="border-collapse:collapse">
+                            <td align="center" height="27" style="padding:0;Margin:0"></td>
+                        </tr>
+                        <tr style="border-collapse:collapse">
+                            <td align="center" style="padding:0;Margin:0"><h3 style="Margin:0;line-height:14px;mso-line-height-rule:exactly;font-family:arial, 'helvetica neue', helvetica, sans-serif;font-size:12px;font-style:normal;font-weight:bold;color:#ff5200">{{description2}}</h3></td>
+                        </tr>
+                        <tr style="border-collapse:collapse">
+                            <td align="center" height="25" style="padding:0;Margin:0"></td>
+                        </tr>
+                    </table></td>
+            </tr>
+        </table><!--[if mso]></td><td style="width:5px"></td><td style="width:185px" valign="top"><![endif]-->
+        <table cellpadding="0" cellspacing="0" class="es-right" align="right" style="mso-table-lspace:0pt;mso-table-rspace:0pt;border-collapse:collapse;border-spacing:0px;float:right">
+            <tr style="border-collapse:collapse">
+                <td class="es-m-p0r es-m-p20b" align="center" style="padding:0;Margin:0;width:185px">
+                    <table cellpadding="0" cellspacing="0" width="100%" bgcolor="#efefef" style="mso-table-lspace:0pt;mso-table-rspace:0pt;border-collapse:collapse;border-spacing:0px;background-color:#efefef" role="presentation">
+                        <tr style="border-collapse:collapse">
+                            <td align="center" style="padding:0;Margin:0"><h3 style="Margin:0;line-height:19px;mso-line-height-rule:exactly;font-family:arial, 'helvetica neue', helvetica, sans-serif;font-size:16px;font-style:normal;font-weight:bold;color:#203443">{{subtitle3}}</h3></td>
+                        </tr>
+                        <tr style="border-collapse:collapse">
+                            <td align="center" height="27" style="padding:0;Margin:0"></td>
+                        </tr>
+                        <tr style="border-collapse:collapse">
+                            <td align="center" style="padding:0;Margin:0"><h3 style="Margin:0;line-height:14px;mso-line-height-rule:exactly;font-family:arial, 'helvetica neue', helvetica, sans-serif;font-size:12px;font-style:normal;font-weight:bold;color:#ff5200">{{description3}}</h3></td>
+                        </tr>
+                        <tr style="border-collapse:collapse">
+                            <td align="center" height="8" style="padding:0;Margin:0"></td>
+                        </tr>
+                    </table></td>
+            </tr>
+        </table><!--[if mso]></td></tr></table><![endif]--></td>
+</tr>

examples/use-cases/notifications/HelperFiles/SendConditionalEmailNotification.sql

@@ -0,0 +1 @@
+select * from Views.ConditionalEmailNotification where OrderCode = '{{Body.jsonMessage.OrderCode}}' and OrderScope = '{{Body.jsonMessage.OrderScope}}' and EmailBody = '"{{html_body}}"';

examples/use-cases/notifications/HelperFiles/requirements.txt

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+lusid-jam==0.1.2
+lusid-notifications-sdk==2.1.35
+lusidtools==1.0.14

examples/use-cases/notifications/StandaloneSQLFiles/AddPropertyToCatalogue.sql

@@ -0,0 +1,9 @@
+@keysToCatalog = values
+('Order/FinbourneUniversity/ExpPct', 'ExpPct', False, 'A property representing the Exposure Percentage of an order');
+
+@config = select column1 as [Key], column2 as Name, column3 as IsMain, column4 as Description from @keysToCatalog;
+
+select * from Sys.Admin.Lusid.Provider.Configure
+where Provider = 'Lusid.PortfolioOrder'
+and Configuration = @config
+;

examples/use-cases/notifications/StandaloneSQLFiles/CreateConditionalEmailSend-View.sql

@@ -0,0 +1,68 @@
+@x =
+use Sys.Admin.SetupView
+--provider=Views.ConditionalEmailNotification
+--parameters
+EmailBody,Text,This is an email,true
+OrderCode,Text,NotificationTestOrder1,true
+OrderScope,Text,FinbourneUniversity,true
+----
+
+@@sep = select '--' || '--' as x;
+
+@mapping_table = use Drive.Csv
+--file=/TrainingFiles/MappingTable.csv
+enduse;
+
+@users = select
+    EmailAddress,
+    UserId,
+    FirstName,
+    LastName
+from Sys.User.Role;
+
+@raw_event_data = select
+    PortfolioScope,
+    PortfolioCode,
+    OrderScope,
+    OrderCode,
+    Quantity,
+    Side,
+    Type,
+    LimitPrice,
+    UserIdModified,
+    ClientInternal,
+    Isin,
+    ExpPct
+from Lusid.PortfolioOrder
+where OrderCode == #PARAMETERVALUE(OrderCode) and OrderScope == #PARAMETERVALUE(OrderScope)
+;
+
+@event_data = select
+    *
+from @raw_event_data r_e_d
+inner join @users u on u.UserId = r_e_d.UserIdModified
+;
+
+@@portfolio = select PortfolioCode from @raw_event_data;
+@@email = select Email from @mapping_table where Portfolio == @@portfolio;
+@@name = select Name from @mapping_table where Portfolio == @@portfolio;
+
+@@email_to = select '--addressTo="[' || @@name || '](' || @@email || ')"';
+
+@@email_body = select REPLACE(REPLACE(#PARAMETERVALUE(EmailBody),'""','"'),"''","'");
+
+@resp = 
+use Email.Send with @@sep, @@email_to, @@portfolio, @@email_body
+{@@email_to}
+--subject="This is a subject"
+{@@sep}
+
+{@@email_body}
+
+enduse;
+
+select * from @resp where Ok = true;
+
+enduse;
+
+select * from @x

examples/use-cases/notifications/StandaloneSQLFiles/CreateManualEventWriter-View.sql

@@ -0,0 +1,68 @@
+@x = use Sys.Admin.SetupView
+--provider=Views.ManualEvent.Writer
+--parameters
+OrderCode,Text,NotificationTestOrder1,true
+OrderScope,Text,FinbourneUniversity,true
+----
+
+@users = select
+    EmailAddress,
+    UserId,
+    FirstName,
+    LastName
+from Sys.User.Role;
+
+@raw_event_data = select
+    PortfolioScope,
+    PortfolioCode,
+    OrderScope,
+    OrderCode,
+    Quantity,
+    Side,
+    Type,
+    LimitPrice,
+    UserIdModified,
+    ClientInternal,
+    Isin,
+    ExpPct
+from Lusid.PortfolioOrder
+where OrderCode == #PARAMETERVALUE(OrderCode) and OrderScope == #PARAMETERVALUE(OrderScope)
+;
+
+@event_data = select
+    *
+from @raw_event_data r_e_d
+inner join @users u on u.UserId = r_e_d.UserIdModified
+;
+
+@@json_data = select
+    json_object(
+        'FirstName', FirstName,
+        'LastName', LastName,
+        'EmailAddress', EmailAddress,
+        'PortfolioScope', PortfolioScope,
+        'PortfolioCode', PortfolioCode,
+        'OrderScope', OrderScope,
+        'OrderCode', OrderCode,
+        'ClientInternal', ClientInternal,
+        'Isin', Isin,
+        'Quantity', Quantity,
+        'Side', Side,
+        'LimitPrice', LimitPrice,
+        'Type', Type,
+        'ExposurePercentage', ExpPct
+) from @event_data;
+
+@manual_event_data = select #SELECT_AGG{
+    { JsonMessage: @@json_data },
+    { Message: 'A placeholder event has been created to allow for additional information' },
+    { Subject: 'AdditionalInfoEvent' },
+    { EventTime: datetime('now') },
+    { EventType: 'Manual' },
+    { Id: 'ManualEventForNotificationTriggering' },
+    { WriteError: 'Creation of the Manual Event has failed'},
+};
+
+select * from Notification.ManualEvent.Writer where toWrite = @manual_event_data;
+
+enduse;

examples/use-cases/orders-management/data/amazon_allocations.csv

@@ -1,2 +1,2 @@
-portfolio,instrument_name,client_internal,isin,figi,quantity,price,currency,allocation_id,originating_order,state,side,type
-us_long,Amazon_Nasdaq_AMZN,imd_34634534,US0231351067,BBG000BVPXP1,777,102.7,USD,ALLOC001-for-ORD004,ORD004,partial allocation,buy,market
+portfolio,instrument_name,client_internal,isin,figi,quantity,price,currency,allocation_id,originating_order,state,side,type
+us_long,Amazon_Nasdaq_AMZN,imd_34634534,US0231351067,BBG000BVPXP1,777,102.7,USD,ALLOC001-for-ORD004,ORD004,partial allocation,Buy,market

examples/use-cases/orders-management/data/live_orders.csv

@@ -1,7 +1,7 @@
-portfolio,instrument_name,client_internal,isin,figi,quantity,price,currency,order_id,side,type,state,limit_price,limit_currency,stop_price,stop_currency
-us_long,Amazon_Nasdaq_AMZN,imd_34634534,US0231351067,BBG000BVPXP1,1000,100,USD,ORD001,sell,limit,new,100.50,USD
-us_long,Amazon_Nasdaq_AMZN,imd_34634534,US0231351067,BBG000BVPXP1,1000,95,USD,ORD002,buy,limit,new,96.25,USD
-us_long,Amazon_Nasdaq_AMZN,imd_34634534,US0231351067,BBG000BVPXP1,3000,,USD,ORD003,buy,stop,new,,,94,USD
-us_long,Amazon_Nasdaq_AMZN,imd_34634534,US0231351067,BBG000BVPXP1,1000,,USD,ORD004,buy,market,new,,
-us_long,Anglian_Water_40LV,imd_13579246,XS0089553282,,500,,USD,ORD005,buy,market,new,,
-us_long,ICE_Silver_5000oz_Dec21,imd_12457801,,,5000,,USD,ORD006,buy,market,new,,
+portfolio,instrument_name,client_internal,isin,figi,quantity,price,currency,order_id,side,type,state,limit_price,limit_currency,stop_price,stop_currency
+us_long,Amazon_Nasdaq_AMZN,imd_34634534,US0231351067,BBG000BVPXP1,1000,100,USD,ORD001,Sell,limit,new,100.50,USD
+us_long,Amazon_Nasdaq_AMZN,imd_34634534,US0231351067,BBG000BVPXP1,1000,95,USD,ORD002,Buy,limit,new,96.25,USD
+us_long,Amazon_Nasdaq_AMZN,imd_34634534,US0231351067,BBG000BVPXP1,3000,,USD,ORD003,Buy,stop,new,,,94,USD
+us_long,Amazon_Nasdaq_AMZN,imd_34634534,US0231351067,BBG000BVPXP1,1000,,USD,ORD004,Buy,market,new,,
+us_long,Anglian_Water_40LV,imd_13579246,XS0089553282,,500,,USD,ORD005,Buy,market,new,,
+us_long,ICE_Silver_5000oz_Dec21,imd_12457801,,,5000,,USD,ORD006,Buy,market,new,,