public IActionResult PostUserInvestment([FromBody] UserInvestment investment)
{
var result = _repository.AddUserInvestment(investment);
if (result != ResponseCategory.Succeeded)
{
return(BadRequest(result)); // In order to show proper error message in the Frontend.
}
return(Ok(result));
}
public void GetCostBasisPerShare_TypicalValues_ExpectCorrectAnswer()
{
// Arrange
decimal originalSharePrice = 125.44M;
int numShares = 44;
InvestmentProduct investmentProduct = new InvestmentProduct(1, "ABC", 1223.67M, DateTime.Now);
TradeTransaction purchaseTransaction = new TradeTransaction(_nLogger, 1, TransactionType.Buy, DateTime.Now, numShares, originalSharePrice);
UserInvestment userInvestment = new UserInvestment(_nLogger, investmentProduct, purchaseTransaction);
// Act
decimal basisCost = userInvestment.GetCostPerBasisShare();
// Assert
Assert.AreEqual(originalSharePrice * numShares, basisCost);
}
public void GetTerm_GreaterThan365_expectLong()
{
// Arrange
decimal originalSharePrice = 125.44M;
decimal currentPrice = 99.33M;
int numShares = 44;
DateTime currentDate = new DateTime(2020, 5, 12);
DateTime purchaseDate = new DateTime(2018, 1, 15);
InvestmentProduct investmentProduct = new InvestmentProduct(1, "ABC", currentPrice, currentDate);
TradeTransaction purchaseTransaction = new TradeTransaction(_nLogger, 1, TransactionType.Buy, purchaseDate, numShares, originalSharePrice);
UserInvestment userInvestment = new UserInvestment(_nLogger, investmentProduct, purchaseTransaction);
// Act
InvestmentTerm actualTerm = userInvestment.GetTerm();
// Assert
Assert.AreEqual(InvestmentTerm.Long, actualTerm);
}
public void GetTotalGainLoss_PriceDropped_ExpectCorrectNegativeAnswer()
{
// Arrange
decimal originalSharePrice = 125.44M;
decimal currentPrice = 99.33M;
int numShares = 44;
InvestmentProduct investmentProduct = new InvestmentProduct(1, "ABC", currentPrice, DateTime.Now);
TradeTransaction purchaseTransaction = new TradeTransaction(_nLogger, 1, TransactionType.Buy, DateTime.Now.AddMonths(-4), numShares, originalSharePrice);
UserInvestment userInvestment = new UserInvestment(_nLogger, investmentProduct, purchaseTransaction);
// Act
decimal loss = userInvestment.GetTotalGainLoss();
// Assert
decimal expectedLoss = (currentPrice - originalSharePrice) * numShares;
Assert.AreEqual(expectedLoss, loss);
}
public ResponseCategory AddUserInvestment(UserInvestment userInvestment)
{
var minAmount = 100; //_configuration.GetValue<decimal>("Investments:Min");
var maxAmount = 10000; // _configuration.GetValue<decimal>("Investments:Max");
if (userInvestment.InvestmentPaid < minAmount || userInvestment.InvestmentPaid > maxAmount)
{
return(ResponseCategory.InvalidInvestmentRang);// Paid Investment must be between 100 and 10,000
}
var alreadyExistUserFund = _dbContext.UserInvestments.FirstOrDefault(invs =>
invs.FundId == userInvestment.FundId && invs.UserId.Trim() == userInvestment.UserId.Trim());
if (alreadyExistUserFund != null)
{
return(ResponseCategory.InvestmentAlreadyExists); // Just for POC purpose
}
_dbContext.UserInvestments.Add(userInvestment);
_dbContext.SaveChanges();
return(ResponseCategory.Succeeded); // Just for POC purpose
}
public void GetUserInvestments()
{
//Testing the get investments method
// Arrange
InvPerformanceController controller = new InvPerformanceController();
string userName = "******";
List <UserInvestment> testList = new List <UserInvestment>();
UserInvestment testElement = new UserInvestment();
testElement.userName = "******";
testList.Add(testElement);
// Act
List <UserInvestment> result = controller.Get(userName);
// Assert
Assert.IsNotNull(result);
Assert.AreEqual(1, result.Count());
Assert.AreEqual(testList.ElementAt(0).userName, result.ElementAt(0).userName);
}
private void DisplayInvestmentDetails(UserInvestment selectedInvestment)
{
try
{
InvestmentProduct product = selectedInvestment.GetInvestmentProduct();
TradeTransaction transaction = selectedInvestment.GetPurchaseTransaction();
investmentName.InnerText = product.Name;
numShares.InnerText = transaction.NumShares.ToString();;
costBasisPerShare.InnerText = selectedInvestment.GetCostPerBasisShare().ToString("C3");
currentValue.InnerText = selectedInvestment.GetCurrentValue().ToString("C3");
currentPrice.InnerText = product.CurrentPrice.ToString("C3");
term.InnerText = selectedInvestment.GetTerm().ToString();
totalGainLoss.InnerText = selectedInvestment.GetTotalGainLoss().ToString("C3");
_nLogger.Info($"Displaying details for {product.Name}");
}
catch (Exception ex)
{
errorLabel.InnerText = "Error displaying investment details. Please try again later";
_nLogger.Error(ex, "Exception displaying investment details");
}
}
/// <summary>
/// Triggers the display of investment details that the user selected
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
protected void itemClicked(object sender, EventArgs e)
{
try
{
int investmentId = Int32.Parse(((LinkButton)sender).ID);
UserInvestment selectedInvestment = _userInvestments.First(x => x.GetInvestmentProduct().Id == investmentId);
if (selectedInvestment == null)
{
errorLabel.InnerText = "Error retrieving company details";
_nLogger.Warn($"Unable to retrieve investment details for InvestmentId = {investmentId}");
}
else
{
DisplayInvestmentDetails(selectedInvestment);
}
}
catch (Exception ex)
{
errorLabel.InnerText = "Internal exception retrieving company details";
_nLogger.Error(ex, $"Exception processing item click");
}
}
public IEnumerable <UserInvestment> GetAllUserInvestments(int userId)
{
List <UserInvestment> products = new List <UserInvestment>();
InvestmentProduct productAbc = new InvestmentProduct(1, "Grogu Heavy Lifting", 1.23M, DateTime.Now);
TradeTransaction transactionAbc = new TradeTransaction(_nLogger, 1, TransactionType.Buy, new DateTime(2018, 4, 15), 100, 0.55M);
UserInvestment investmentAbc = new UserInvestment(_nLogger, productAbc, transactionAbc);
products.Add(investmentAbc);
InvestmentProduct productBcd = new InvestmentProduct(2, "Guild Enterprises", 44.78M, DateTime.Now);
TradeTransaction transactionBcd = new TradeTransaction(_nLogger, 1, TransactionType.Buy, new DateTime(2020, 11, 15), 1500, 71.00M);
UserInvestment investmentBcd = new UserInvestment(_nLogger, productBcd, transactionBcd);
products.Add(investmentBcd);
InvestmentProduct productCde = new InvestmentProduct(3, "Karga Holdings", 1434.78M, DateTime.Now);
TradeTransaction transactionCde = new TradeTransaction(_nLogger, 1, TransactionType.Buy, new DateTime(2019, 2, 1), 50, 1042.55M);
UserInvestment investmentCde = new UserInvestment(_nLogger, productCde, transactionCde);
products.Add(investmentCde);
return(products);
}
