Portfolio¶

Calls¶

accept_portfolio_custody¶

Attributes¶

Name	Type
auth_id	`u64`

Python¶

call = substrate.compose_call(
    'Portfolio', 'accept_portfolio_custody', {'auth_id': 'u64'}
)

allow_identity_to_create_portfolios¶

Adds an identity that will be allowed to create and take custody of a portfolio under the caller's identity.

# Arguments * trusted_identity - the [IdentityId] that will be allowed to call create_custody_portfolio.

Attributes¶

Name	Type
trusted_identity	`IdentityId`

Python¶

call = substrate.compose_call(
    'Portfolio', 'allow_identity_to_create_portfolios', {'trusted_identity': '[u8; 32]'}
)

create_custody_portfolio¶

Creates a portfolio under the portfolio_owner_id identity and transfers its custody to the caller's identity.

# Arguments * portfolio_owner_id - the [IdentityId] that will own the new portfolio. * portfolio_name - the [PortfolioName] of the new portfolio.

Attributes¶

Name	Type
portfolio_owner_id	`IdentityId`
portfolio_name	`PortfolioName`

Python¶

call = substrate.compose_call(
    'Portfolio', 'create_custody_portfolio', {
    'portfolio_name': 'Bytes',
    'portfolio_owner_id': '[u8; 32]',
}
)

create_portfolio¶

Creates a portfolio with the given name.

Attributes¶

Name	Type
name	`PortfolioName`

Python¶

call = substrate.compose_call(
    'Portfolio', 'create_portfolio', {'name': 'Bytes'}
)

delete_portfolio¶

Deletes a user portfolio. A portfolio can be deleted only if it has no funds.

# Errors * PortfolioDoesNotExist if num doesn't reference a valid portfolio. * PortfolioNotEmpty if the portfolio still holds any asset

# Permissions * Portfolio

Attributes¶

Name	Type
num	`PortfolioNumber`

Python¶

call = substrate.compose_call(
    'Portfolio', 'delete_portfolio', {'num': 'u64'}
)

move_portfolio_funds¶

Moves fungigle an non-fungible tokens from one portfolio of an identity to another portfolio of the same identity. Must be called by the custodian of the sender. Funds from deleted portfolios can also be recovered via this method.

A short memo can be added to to each token amount moved.

# Errors * PortfolioDoesNotExist if one or both of the portfolios reference an invalid portfolio. * destination_is_same_portfolio if both sender and receiver portfolio are the same * DifferentIdentityPortfolios if the sender and receiver portfolios belong to different identities * UnauthorizedCustodian if the caller is not the custodian of the from portfolio * InsufficientPortfolioBalance if the sender does not have enough free balance * NoDuplicateAssetsAllowed the same ticker can't be repeated in the items vector. * InvalidTransferNFTNotOwned if the caller is trying to move an NFT he doesn't own. * InvalidTransferNFTIsLocked if the caller is trying to move a locked NFT.

# Permissions * Portfolio

Attributes¶

Name	Type
from	`PortfolioId`
to	`PortfolioId`
funds	`Vec<Fund>`

Python¶

call = substrate.compose_call(
    'Portfolio', 'move_portfolio_funds', {
    'from': {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
    'funds': [
        {
            'description': {
                'Fungible': {
                    'amount': 'u128',
                    'ticker': '[u8; 12]',
                },
                'NonFungible': {
                    'ids': ['u64'],
                    'ticker': '[u8; 12]',
                },
            },
            'memo': (None, '[u8; 32]'),
        },
    ],
    'to': {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
}
)

pre_approve_portfolio¶

Pre-approves the receivement of an asset to a portfolio.

# Arguments * origin - the secondary key of the sender. * ticker - the [Ticker] that will be exempt from affirmation. * portfolio_id - the [PortfolioId] that can receive ticker without affirmation.

# Permissions * Portfolio

Attributes¶

Name	Type
ticker	`Ticker`
portfolio_id	`PortfolioId`

Python¶

call = substrate.compose_call(
    'Portfolio', 'pre_approve_portfolio', {
    'portfolio_id': {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
    'ticker': '[u8; 12]',
}
)

quit_portfolio_custody¶

When called by the custodian of portfolio_id, allows returning the custody of the portfolio to the portfolio owner unilaterally.

# Errors * UnauthorizedCustodian if the caller is not the current custodian of portfolio_id.

# Permissions * Portfolio

Attributes¶

Name	Type
pid	`PortfolioId`

Python¶

call = substrate.compose_call(
    'Portfolio', 'quit_portfolio_custody', {
    'pid': {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
}
)

remove_portfolio_pre_approval¶

Removes the pre approval of an asset to a portfolio.

# Arguments * origin - the secondary key of the sender. * ticker - the [Ticker] that will be exempt from affirmation. * portfolio_id - the [PortfolioId] that can receive ticker without affirmation.

# Permissions * Portfolio

Attributes¶

Name	Type
ticker	`Ticker`
portfolio_id	`PortfolioId`

Python¶

call = substrate.compose_call(
    'Portfolio', 'remove_portfolio_pre_approval', {
    'portfolio_id': {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
    'ticker': '[u8; 12]',
}
)

rename_portfolio¶

Renames a non-default portfolio.

# Errors * PortfolioDoesNotExist if num doesn't reference a valid portfolio.

# Permissions * Portfolio

Attributes¶

Name	Type
num	`PortfolioNumber`
to_name	`PortfolioName`

Python¶

call = substrate.compose_call(
    'Portfolio', 'rename_portfolio', {'num': 'u64', 'to_name': 'Bytes'}
)

revoke_create_portfolios_permission¶

Removes permission of an identity to create and take custody of a portfolio under the caller's identity.

# Arguments * identity - the [IdentityId] that will have the permissions to call create_custody_portfolio revoked.

Attributes¶

Name	Type
identity	`IdentityId`

Python¶

call = substrate.compose_call(
    'Portfolio', 'revoke_create_portfolios_permission', {'identity': '[u8; 32]'}
)

Events¶

FundsMovedBetweenPortfolios¶

Funds have moved between portfolios

# Parameters * Origin DID. * Source portfolio. * Destination portfolio. * The type of fund that was moved. * Optional memo for the move.

Attributes¶

Name	Type	Composition
None	`IdentityId`	`[u8; 32]`
None	`PortfolioId`	`{'did': '[u8; 32]', 'kind': {'Default': None, 'User': 'u64'}}`
None	`PortfolioId`	`{'did': '[u8; 32]', 'kind': {'Default': None, 'User': 'u64'}}`
None	`FundDescription`	`{'Fungible': {'ticker': '[u8; 12]', 'amount': 'u128'}, 'NonFungible': {'ticker': '[u8; 12]', 'ids': ['u64']}}`
None	`Option<Memo>`	`(None, '[u8; 32]')`

PortfolioCreated¶

The portfolio has been successfully created.

# Parameters * origin DID * portfolio number * portfolio name

Attributes¶

Name	Type	Composition
None	`IdentityId`	`[u8; 32]`
None	`PortfolioNumber`	`u64`
None	`PortfolioName`	`Bytes`

PortfolioCustodianChanged¶

Custody of a portfolio has been given to a different identity

# Parameters * origin DID * portfolio id * portfolio custodian did

Attributes¶

Name	Type	Composition
None	`IdentityId`	`[u8; 32]`
None	`PortfolioId`	`{'did': '[u8; 32]', 'kind': {'Default': None, 'User': 'u64'}}`
None	`IdentityId`	`[u8; 32]`

PortfolioDeleted¶

The portfolio has been successfully removed.

# Parameters * origin DID * portfolio number

Attributes¶

Name	Type	Composition
None	`IdentityId`	`[u8; 32]`
None	`PortfolioNumber`	`u64`

PortfolioRenamed¶

The portfolio identified with num has been renamed to name.

# Parameters * origin DID * portfolio number * portfolio name

Attributes¶

Name	Type	Composition
None	`IdentityId`	`[u8; 32]`
None	`PortfolioNumber`	`u64`
None	`PortfolioName`	`Bytes`

PreApprovedPortfolio¶

A portfolio has pre approved the receivement of an asset.

# Parameters * [IdentityId] of the caller. * [PortfolioId] that will receive assets without explicit affirmation. * [Ticker] of the asset that has been exempt from explicit affirmation.

Attributes¶

Name	Type	Composition
None	`IdentityId`	`[u8; 32]`
None	`PortfolioId`	`{'did': '[u8; 32]', 'kind': {'Default': None, 'User': 'u64'}}`
None	`Ticker`	`[u8; 12]`

RevokePreApprovedPortfolio¶

A portfolio has removed the approval of an asset.

# Parameters * [IdentityId] of the caller. * [PortfolioId] that had its pre approval revoked. * [Ticker] of the asset that had its pre approval revoked.

Attributes¶

Name	Type	Composition
None	`IdentityId`	`[u8; 32]`
None	`PortfolioId`	`{'did': '[u8; 32]', 'kind': {'Default': None, 'User': 'u64'}}`
None	`Ticker`	`[u8; 12]`

UserPortfolios¶

All non-default portfolio numbers and names of a DID.

# Parameters * origin DID * vector of number-name pairs

Attributes¶

Name	Type	Composition
None	`IdentityId`	`[u8; 32]`
None	`Vec<(PortfolioNumber, PortfolioName)>`	`[('u64', 'Bytes')]`

Storage functions¶

AllowedCustodians¶

Custodians allowed to create and take custody of portfolios on an id's behalf.

Python¶

result = substrate.query(
    'Portfolio', 'AllowedCustodians', ['[u8; 32]', '[u8; 32]']
)

Return value¶

'bool'

NameToNumber¶

Inverse map of Portfolios used to ensure bijectivitiy, and uniqueness of names in Portfolios.

Python¶

result = substrate.query(
    'Portfolio', 'NameToNumber', ['[u8; 32]', 'Bytes']
)

Return value¶

'u64'

NextPortfolioNumber¶

The next portfolio sequence number of an identity.

Python¶

result = substrate.query(
    'Portfolio', 'NextPortfolioNumber', ['[u8; 32]']
)

Return value¶

'u64'

PortfolioAssetBalances¶

The asset balances of portfolios.

Python¶

result = substrate.query(
    'Portfolio', 'PortfolioAssetBalances', [
    {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
    '[u8; 12]',
]
)

Return value¶

'u128'

PortfolioAssetCount¶

How many assets with non-zero balance this portfolio contains.

Python¶

result = substrate.query(
    'Portfolio', 'PortfolioAssetCount', [
    {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
]
)

Return value¶

'u64'

PortfolioCustodian¶

The custodian of a particular portfolio. None implies that the identity owner is the custodian.

Python¶

result = substrate.query(
    'Portfolio', 'PortfolioCustodian', [
    {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
]
)

Return value¶

'[u8; 32]'

PortfolioLockedAssets¶

Amount of assets locked in a portfolio. These assets show up in portfolio balance but can not be transferred away.

Python¶

result = substrate.query(
    'Portfolio', 'PortfolioLockedAssets', [
    {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
    '[u8; 12]',
]
)

Return value¶

'u128'

PortfolioLockedNFT¶

All locked nft for a given portfolio.

Python¶

result = substrate.query(
    'Portfolio', 'PortfolioLockedNFT', [
    {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
    ('[u8; 12]', 'u64'),
]
)

Return value¶

'bool'

PortfolioNFT¶

The nft associated to the portfolio.

Python¶

result = substrate.query(
    'Portfolio', 'PortfolioNFT', [
    {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
    ('[u8; 12]', 'u64'),
]
)

Return value¶

'bool'

Portfolios¶

The set of existing portfolios with their names. If a certain pair of a DID and portfolio number maps to None then such a portfolio doesn't exist. Conversely, if a pair maps to Some(name) then such a portfolio exists and is called name.

Python¶

result = substrate.query(
    'Portfolio', 'Portfolios', ['[u8; 32]', 'u64']
)

Return value¶

'Bytes'

PortfoliosInCustody¶

Tracks all the portfolios in custody of a particular identity. Only used by the UIs. When true is stored as the value for a given (did, pid), it means that pid is in custody of did. false values are never explicitly stored in the map, and are instead inferred by the absence of a key.

Python¶

result = substrate.query(
    'Portfolio', 'PortfoliosInCustody', [
    '[u8; 32]',
    {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
]
)

Return value¶

'bool'

PreApprovedPortfolios¶

All portfolios that don't need to affirm the receivement of a given ticker.

Python¶

result = substrate.query(
    'Portfolio', 'PreApprovedPortfolios', [
    {
        'did': '[u8; 32]',
        'kind': {
            'Default': None,
            'User': 'u64',
        },
    },
    '[u8; 12]',
]
)

Return value¶

'bool'

StorageVersion¶

Storage version.

Python¶

result = substrate.query(
    'Portfolio', 'StorageVersion', []
)

Return value¶

'u8'

Errors¶

DestinationIsSamePortfolio¶

The source and destination portfolios should be different.

DifferentIdentityPortfolios¶

The portfolios belong to different identities

EmptyTransfer¶

Trying to move an amount of zero assets.

InsufficientPortfolioBalance¶

Insufficient balance for a transaction.

InsufficientTokensLocked¶

Can not unlock more tokens than what are locked

InvalidTransferNFTIsLocked¶

Locked NFTs can not be moved between portfolios.

InvalidTransferNFTNotOwned¶

Only owned NFTs can be moved between portfolios.

MissingOwnersPermission¶

The caller doesn't have permission to create portfolios on the owner's behalf.

NFTAlreadyLocked¶

The NFT is already locked.

NFTNotFoundInPortfolio¶

The NFT does not exist in the portfolio.

NFTNotLocked¶

The NFT has never been locked.

NoDuplicateAssetsAllowed¶

Duplicate asset among the items.

PortfolioDoesNotExist¶

The portfolio doesn't exist.

PortfolioNameAlreadyInUse¶

The portfolio couldn't be renamed because the chosen name is already in use.

PortfolioNotEmpty¶

The portfolio still has some asset balance left

SecondaryKeyNotAuthorizedForPortfolio¶

The secondary key is not authorized to access the portfolio(s).

UnauthorizedCustodian¶

The porfolio's custody is with someone other than the caller.