public OperationStatus InsertAccount(BrokerageAccount acct)
{
//simulate insert operation success
return(new OperationStatus {
Status = true
});
}
private static void AddBrokerageAccounts(List <Security> securities, Customer cust)
{
string[] accountTitles = { "IRA", "Joint Brokerage", "Brokerage Account" };
for (int i = 0; i < accountTitles.Length; i++)
{
var acct = new BrokerageAccount
{
AccountNumber = "Z48573988" + i.ToString(),
AccountTitle = accountTitles[i],
IsRetirement = (i == 0) ? true : false,
CashTotal = (i + 1) * 5000,
WatchList = new WatchList {
Title = "My Watch Securities"
}
};
FillAccountSecurities(securities, acct, i);
acct.PositionsTotal = acct.Positions.Sum(p => p.Total);
acct.Total = acct.PositionsTotal + acct.CashTotal;
acct.MarginBalance = (acct.IsRetirement) ? 0.00M : Math.Round(acct.Total / 3, 2);
cust.BrokerageAccounts.Add(acct);
}
}
private static void FillAccountSecurities(List <Security> securities, BrokerageAccount acct, int seed)
{
var rdm = new Random((int)DateTime.Now.Ticks + seed);
for (int index = 0; index < 10; index++)
{
int pos = rdm.Next(securities.Count - 1);
var sec = securities[pos];
if (!acct.Positions.Any(p => p.Security.Symbol == sec.Symbol))
{
var multiplier = (pos == 0) ? 1 : pos;
var shares = multiplier * 100;
var total = shares * sec.Last;
acct.Positions.Add(new Position {
Security = sec, Shares = shares, Total = total
});
}
}
var watchListSecs = securities.Where(s => !acct.Positions.Any(p => p.SecurityId == s.Id));
if (watchListSecs.Count() > 10)
{
watchListSecs = watchListSecs.Take(8);
}
foreach (var watchSec in watchListSecs)
{
acct.WatchList.Securities.Add(watchSec);
}
}
public void PostAccount_ReturnsCreatedStatusCode()
{
// Arrange
var bAcct = new BrokerageAccount {
AccountNumber = "1234"
};
var acctStub = new StubIAccountRepository
{
InsertAccountBrokerageAccount = (ba) =>
{
return(new OperationStatus {
Status = true
});
}
};
var controller = GetDataServiceController(acct: acctStub);
SetupController(controller);
// Act
var result = controller.PostAccount(bAcct) as CreatedAtRouteNegotiatedContentResult <BrokerageAccount>;
// Assert
Assert.IsNotNull(result);
Assert.AreEqual(bAcct.AccountNumber, result.Content.AccountNumber);
}
private List <BrokerageAccount> CreateBrokerageAccounts(Customer cust)
{
List <BrokerageAccount> accts = new List <BrokerageAccount>();
string[] accountTitles = { "IRA", "Joint Brokerage", "Brokerage Account" };
for (int i = 0; i < accountTitles.Length; i++)
{
var acct = new BrokerageAccount
{
AccountNumber = "Z48573988" + i.ToString(),
AccountTitle = accountTitles[i],
IsRetirement = (i == 0) ? true : false,
CashTotal = (i + 1) * 5000,
CustomerId = cust.Id,
Customer = cust
};
//FillAccountSecurities(securities, acct, i);
acct.PositionsTotal = acct.Positions.Sum(p => p.Total);
acct.Total = acct.PositionsTotal + acct.CashTotal;
acct.MarginBalance = (acct.IsRetirement) ? 0.00M : Math.Round(acct.Total / 3, 2);
accts.Add(acct);
}
return(accts);
}
public void DataServiceController_AccountReturnedWithoutModification()
{
//Ensure that Web API method doesn't modify the brokerage account object
//Arrange
var acctNumber = "1234";
var brokerageAccount = new BrokerageAccount {
AccountNumber = "1234"
};
var acctRepo = new StubIAccountRepository
{
GetAccountString = (an) =>
{
brokerageAccount.AccountNumber = an;
return(brokerageAccount);
}
};
var controller = GetDataServiceController(acct: acctRepo);
//Act
var result = controller.Account(acctNumber);
//Assert
Assert.AreSame(brokerageAccount, result);
Assert.AreSame(acctNumber, result.AccountNumber);
}
public void InValidAccountNumber_ReturnsModelStateError()
{
string accountNum = "12345";
var account = new BrokerageAccount {
AccountNumber = accountNum
};
var errors = GetModelValidationErrors(account);
Assert.AreEqual(1, errors.Count);
}
public IHttpActionResult PostAccount(BrokerageAccount acct)
{
var opStatus = _AccountRepository.InsertAccount(acct);
if (!opStatus.Status)
{
throw new HttpResponseException(new HttpResponseMessage(HttpStatusCode.NotFound));
}
//Generate success response
return(CreatedAtRoute("DefaultApi", new { id = acct.AccountNumber }, acct));
}
private BrokerageAccount UpdateAccount(string acctNumber)
{
//Force update of security values
ISecurityRepository securityRepo = new SecurityRepository();
securityRepo.UpdateSecurities();
BrokerageAccount acct = null;
acct = DataContext.BrokerageAccounts
.Include("Orders")
.Include("WatchList")
.Include("WatchList.Securities")
.Include("Positions")
.Include("Positions.Security")
.Where(ba => ba.AccountNumber == acctNumber).SingleOrDefault();
if (acct != null && acct.Positions != null && !_LocalDataOnly)
{
acct.Positions = acct.Positions.OrderBy(p => p.Total).ToList();
//Get account position securities
var securities = acct.Positions.Select(p => p.Security).Distinct().ToList();
var positions = acct.Positions;
foreach (var pos in positions)
{
pos.Total = pos.Shares * pos.Security.Last;
DataContext.Entry(pos).State = System.Data.EntityState.Modified;
}
acct.PositionsTotal = acct.Positions.Sum(p => p.Total);
acct.Total = acct.PositionsTotal + acct.CashTotal;
DataContext.Entry(acct).State = System.Data.EntityState.Modified;
try
{
DataContext.SaveChanges();
}
catch
{
//If we fail simply continue for sample app
}
}
return(acct);
}
public int CreateBrokerageAccount(AddBrokerageAccountVm addBrokerageAccountVm)
{
var brokerageAccount = new BrokerageAccount
{
Title = addBrokerageAccountVm.Title,
IsRetirement = addBrokerageAccountVm.IsRetirement,
AccountNumber = addBrokerageAccountVm.AccountNumber,
UserId = ActiveUserService.GetUserId(),
BrokerageId = addBrokerageAccountVm.BrokerageId
};
DbOperationStatus opStatus = BrokerageAccountRepository.InsertBrokerageAccount(brokerageAccount);
if (opStatus.OperationSuccessStatus)
{
return(opStatus.AffectedIndices.First());
}
return(-1);
}
public DbOperationStatus InsertBrokerageAccount(BrokerageAccount brokerageAccount)
{
var opStatus = new DbOperationStatus
{
OperationSuccessStatus = false,
AffectedIndices = new List <int>()
};
try
{
DataContext.Set <BrokerageAccount>().Add(brokerageAccount);
opStatus.OperationSuccessStatus = DataContext.SaveChanges() > 0;
if (opStatus.OperationSuccessStatus)
{
opStatus.AffectedIndices.Add(brokerageAccount.Id);
}
}
catch (Exception ex)
{
opStatus = DbOperationStatus.CreateFromException("Error inserting " + brokerageAccount.GetType(), ex);
}
return(opStatus);
}
public bool UpdateBrokerageAccount(EditBrokerageAccountVm editBrokerageAccountVm, BrokerageAccount brokerageAccount)
{
if (editBrokerageAccountVm.UserId == brokerageAccount.UserId && editBrokerageAccountVm.Id == brokerageAccount.Id)
{
brokerageAccount.AccountNumber = editBrokerageAccountVm.AccountNumber;
brokerageAccount.BrokerageId = editBrokerageAccountVm.BrokerageId;
brokerageAccount.IsRetirement = editBrokerageAccountVm.IsRetirement;
return(BrokerageAccountRepository.UpdateBrokerageAccount(brokerageAccount).OperationSuccessStatus);
}
return(false);
}
public async Task <OperationStatus> InsertAccountAsync(BrokerageAccount acct)
{
//simulate insert operation success
return(await Task.Run(() => new OperationStatus { Status = true }));
}
public DbOperationStatus DeleteBrokerageAccount(BrokerageAccount brokerageAccount)
{
return(Delete(brokerageAccount));
}
public DbOperationStatus UpdateBrokerageAccount(BrokerageAccount brokerageAccount)
{
return(Update(brokerageAccount));
}
