public void AdviserCanCreateClientForGroup()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
//adviser.SetProfileEndDate(DateTime.Now);
var groups = adviser.GetAllClientGroups().Result;
adviser.CreateNewClient(new ClientRegistration()
{
GroupNumber = groups[0].ClientGroupNumber,
FirstName = "second first name",
LastName = "second last name",
Address = "address",
Dob = DateTime.Now,
Phone = "039999999",
Email = "*****@*****.**"
}).Wait();
//adviser.SetProfileEndDate(DateTime.Now);
groups = adviser.GetAllClientGroups().Result;
Assert.IsTrue(groups.Count == 1);
Assert.IsTrue(groups[0].GetClients().Result.Count == 2);
repo.Dispose();
}
public void CanCreateAdviser()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
Assert.IsTrue(adviser.FirstName == "Test");
repo.Dispose();
}
public void CanCalculateAssetCashAccountTypeDiversification()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
groups[0].AddAccount("group account", AccountType.GenenralPurpose).Wait();
var account = groups[0].GetAccounts()[0];
account.MakeTransaction(new CashAccountTransactionAccountCreation()
{
Amount = 150000,
AnnualInterestSoFar = 0,
Bsb = "123456",
CashAccountName = "Account name",
CashAccountNumber = "Number",
CashAccountType = CashAccountType.TermDeposit,
CurrencyType = CurrencyType.AustralianDollar,
Frequency = Frequency.Annually,
InterestRate = 0.9,
MaturityDate = DateTime.Now.AddYears(1),
TermsInMonths = 20,
TransactionDate = DateTime.Now,
TransactionFeeRecords = new List <TransactionFeeRecordCreation>()
{
new TransactionFeeRecordCreation()
{
Amount = 1000,
TransactionExpenseType = TransactionExpenseType.AdviserTransactionFee
}
}
}).Wait();
var assets = account.GetAssets();
var cashAccountDiversification = assets.GetCashAccountTypeDiversification(repo).Result;
Assert.IsTrue(cashAccountDiversification.Count == 5);
Assert.IsTrue(cashAccountDiversification["TermDeposit"] == 150000);
repo.Dispose();
}
public void AccountCanMakeTransactionWithExpenses()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
groups[0].AddAccount("group account", AccountType.GenenralPurpose).Wait();
var account = groups[0].GetAccounts()[0];
account.MakeTransaction(new EquityTransactionCreation()
{
EquityType = EquityTypes.AustralianEquity,
FeesRecords = new List <TransactionFeeRecordCreation>()
{
new TransactionFeeRecordCreation()
{
Amount = 100,
TransactionExpenseType = TransactionExpenseType.Brokerage
}
},
Name = "Test Stock",
NumberOfUnits = 100,
Price = 20,
Sector = "Test Sector",
Ticker = "Test Ticker 01",
TransactionDate = DateTime.Now,
}).Wait();
account = groups[0].GetAccounts()[0];
Assert.IsTrue(account.GetAssets().Count == 1);
var asset = account.GetAssets()[0];
Assert.IsTrue(asset.LatestPrice == 20);
Assert.IsTrue(asset.TotalNumberOfUnits == 100);
var assets = account.GetAssets();
var marketvalue = assets.GetTotalMarketValue();
var cost = assets.GetTotalCost();
Assert.IsTrue(marketvalue == 2000);
Assert.IsTrue(cost.AssetCost == 2000);
Assert.IsTrue(cost.Total == 2100);
Assert.IsTrue(cost.Expense == 100);
repo.Dispose();
}
public void CanUpdateAdviser()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Steven", "Wang").Result;
adviser.FirstName = "Zhenhao";
var adviser2 = repo.UpdateAdviser(adviser, DateTime.Now).Result;
Console.WriteLine(adviser2.FirstName);
Assert.IsTrue(adviser.FirstName == "Zhenhao");
repo.Dispose();
}
public void TestMethod1()
{
EdisRepository repo = new EdisRepository();
var account = repo.CreateNewClientGroupAccountSync("70b77f8c-9385-427d-adbf-59c224d6d9d8", "", AccountType.GenenralPurpose);
var equity = repo.getEquityByTicker("PHAR");
account.MakeTransactionSync(new EquityTransactionCreation()
{
FeesRecords = new List <TransactionFeeRecordCreation>(),
Name = equity.Name,
NumberOfUnits = 100,
Price = 10,
Sector = equity.Sector,
Ticker = equity.Ticker,
TransactionDate = DateTime.Now.AddDays(-10)
});
account.MakeTransactionSync(new EquityTransactionCreation()
{
FeesRecords = new List <TransactionFeeRecordCreation>(),
Name = equity.Name,
NumberOfUnits = -50,
Price = 5,
Sector = equity.Sector,
Ticker = equity.Ticker,
TransactionDate = DateTime.Now.AddDays(-9)
});
var asset = account.GetAssets()[0];
var assets = account.GetAssets();
var marketvalue = assets.GetTotalMarketValue();
var cost = assets.GetTotalCost();
Assert.IsTrue(marketvalue == 0);
//Assert.IsTrue(cost.)
Assert.IsTrue(cost.AssetCost == 1000);
Assert.IsTrue(cost.Total == 1000);
Assert.IsTrue(cost.Expense == 1000);
repo.Dispose();
}
public void AdviserCanCreateClientWithProperAgeCalculation()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now.AddYears(-12),
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
Assert.IsTrue(groups[0].GetClients().Result[0].Age == 12);
repo.Dispose();
}
public void TestMethod1()
{
EdisRepository repo = new EdisRepository();
var account = repo.CreateNewClientGroupAccountSync("70b77f8c-9385-427d-adbf-59c224d6d9d8", "", AccountType.GenenralPurpose);
var equity = repo.getEquityByTicker("PHAR");
account.MakeTransactionSync(new EquityTransactionCreation() {
FeesRecords = new List<TransactionFeeRecordCreation>(),
Name = equity.Name,
NumberOfUnits = 100,
Price = 10,
Sector = equity.Sector,
Ticker = equity.Ticker,
TransactionDate = DateTime.Now.AddDays(-10)
});
account.MakeTransactionSync(new EquityTransactionCreation()
{
FeesRecords = new List<TransactionFeeRecordCreation>(),
Name = equity.Name,
NumberOfUnits = -50,
Price = 5,
Sector = equity.Sector,
Ticker = equity.Ticker,
TransactionDate = DateTime.Now.AddDays(-9)
});
var asset = account.GetAssets()[0];
var assets = account.GetAssets();
var marketvalue = assets.GetTotalMarketValue();
var cost = assets.GetTotalCost();
Assert.IsTrue(marketvalue == 0);
//Assert.IsTrue(cost.)
Assert.IsTrue(cost.AssetCost == 1000);
Assert.IsTrue(cost.Total == 1000);
Assert.IsTrue(cost.Expense == 1000);
repo.Dispose();
}
public void AdviserCanCreateGroupAccount()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
groups[0].AddAccount("Testing", AccountType.GenenralPurpose).Wait();
Assert.IsTrue(groups[0].GetAccounts().Count == 1);
repo.Dispose();
}
public void AdviserCanCreateClientForGroup()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
//adviser.SetProfileEndDate(DateTime.Now);
var groups = adviser.GetAllClientGroups().Result;
adviser.CreateNewClient(new ClientRegistration()
{
GroupNumber = groups[0].ClientGroupNumber,
FirstName = "second first name",
LastName = "second last name",
Address = "address",
Dob = DateTime.Now,
Phone = "039999999",
Email = "*****@*****.**"
}).Wait();
//adviser.SetProfileEndDate(DateTime.Now);
groups = adviser.GetAllClientGroups().Result;
Assert.IsTrue(groups.Count == 1);
Assert.IsTrue(groups[0].GetClients().Result.Count == 2);
repo.Dispose();
}
public void AdviserCanCreateGroupAccount()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
groups[0].AddAccount("Testing", AccountType.GenenralPurpose).Wait();
Assert.IsTrue(groups[0].GetAccounts().Count == 1);
repo.Dispose();
}
public void CanCalculateAssetSectorialDiversification()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
groups[0].AddAccount("group account", AccountType.GenenralPurpose).Wait();
var account = groups[0].GetAccounts()[0];
account.MakeTransaction(new EquityTransactionCreation()
{
EquityType = EquityTypes.AustralianEquity,
FeesRecords = new List <TransactionFeeRecordCreation>()
{
new TransactionFeeRecordCreation()
{
Amount = 100,
TransactionExpenseType = TransactionExpenseType.Brokerage
}
},
Name = "Test Stock",
NumberOfUnits = 100,
Price = 20,
Sector = "Sector 1",
Ticker = Guid.NewGuid().ToString(),
TransactionDate = DateTime.Now,
}).Wait();
account = groups[0].GetAccounts()[0];
Assert.IsTrue(account.GetAssets().Count == 1);
var asset = account.GetAssets()[0];
Assert.IsTrue(asset.LatestPrice == 20);
Assert.IsTrue(asset.TotalNumberOfUnits == 100);
account.RecordIncome(new DividendPaymentCreation()
{
Amount = 200,
Franking = 100,
PaymentOn = DateTime.Now,
Ticker = ((AustralianEquity)asset).Ticker
}).Wait();
var assets = account.GetAssets();
var diversification = assets.GetAssetSectorialDiversification <AustralianEquity>(repo).Result;
Assert.IsTrue(diversification.Count == 2);
Assert.IsTrue(diversification["Sector 1"] == 2000);
Assert.IsTrue(diversification["Sector 2"] == 0);
repo.Dispose();
}
public void AccountCanCalculateProfitAndLoss()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
groups[0].AddAccount("group account", AccountType.GenenralPurpose).Wait();
var account = groups[0].GetAccounts()[0];
account.MakeTransaction(new EquityTransactionCreation()
{
EquityType = EquityTypes.AustralianEquity,
FeesRecords = new List<TransactionFeeRecordCreation>()
{
new TransactionFeeRecordCreation()
{
Amount = 100,
TransactionExpenseType = TransactionExpenseType.Brokerage
}
},
Name = "Test Stock",
NumberOfUnits = 100,
Price = 20,
Sector = "Test Sector",
Ticker = "Test Ticker 01",
TransactionDate = DateTime.Now,
}).Wait();
account = groups[0].GetAccounts()[0];
Assert.IsTrue(account.GetAssets().Count == 1);
var asset = account.GetAssets()[0];
Assert.IsTrue(asset.LatestPrice == 20);
Assert.IsTrue(asset.TotalNumberOfUnits == 100);
account.RecordIncome(new DividendPaymentCreation()
{
Amount = 200,
Franking = 100,
PaymentOn = DateTime.Now,
Ticker = ((AustralianEquity)asset).Ticker
}).Wait();
var assets = account.GetAssets();
var marketvalue = assets.GetTotalMarketValue();
var cost = assets.GetTotalCost();
var income = assets.GetTotalIncome();
var profitLoss = assets.GetProfitAndLoss();
Assert.IsTrue(marketvalue == 2000);
Assert.IsTrue(cost.AssetCost == 2000);
Assert.IsTrue(cost.Total == 2100);
Assert.IsTrue(cost.Expense == 100);
Assert.IsTrue(income == 300);
Assert.IsTrue(profitLoss == 200);
repo.Dispose();
}
public void CanCalculateAssetCashAccountTypeDiversification()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
groups[0].AddAccount("group account", AccountType.GenenralPurpose).Wait();
var account = groups[0].GetAccounts()[0];
account.MakeTransaction(new CashAccountTransactionAccountCreation()
{
Amount = 150000,
AnnualInterestSoFar = 0,
Bsb = "123456",
CashAccountName = "Account name",
CashAccountNumber = "Number",
CashAccountType = CashAccountType.TermDeposit,
CurrencyType = CurrencyType.AustralianDollar,
Frequency = Frequency.Annually,
InterestRate = 0.9,
MaturityDate = DateTime.Now.AddYears(1),
TermsInMonths = 20,
TransactionDate = DateTime.Now,
TransactionFeeRecords = new List<TransactionFeeRecordCreation>()
{
new TransactionFeeRecordCreation()
{
Amount = 1000,
TransactionExpenseType = TransactionExpenseType.AdviserTransactionFee
}
}
}).Wait();
var assets = account.GetAssets();
var cashAccountDiversification = assets.GetCashAccountTypeDiversification(repo).Result;
Assert.IsTrue(cashAccountDiversification.Count == 5);
Assert.IsTrue(cashAccountDiversification["TermDeposit"] == 150000);
repo.Dispose();
}
public void CanCalculateAssetSectorialDiversification()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
groups[0].AddAccount("group account", AccountType.GenenralPurpose).Wait();
var account = groups[0].GetAccounts()[0];
account.MakeTransaction(new EquityTransactionCreation()
{
EquityType = EquityTypes.AustralianEquity,
FeesRecords = new List<TransactionFeeRecordCreation>()
{
new TransactionFeeRecordCreation()
{
Amount = 100,
TransactionExpenseType = TransactionExpenseType.Brokerage
}
},
Name = "Test Stock",
NumberOfUnits = 100,
Price = 20,
Sector = "Sector 1",
Ticker = Guid.NewGuid().ToString(),
TransactionDate = DateTime.Now,
}).Wait();
account = groups[0].GetAccounts()[0];
Assert.IsTrue(account.GetAssets().Count == 1);
var asset = account.GetAssets()[0];
Assert.IsTrue(asset.LatestPrice == 20);
Assert.IsTrue(asset.TotalNumberOfUnits == 100);
account.RecordIncome(new DividendPaymentCreation()
{
Amount = 200,
Franking = 100,
PaymentOn = DateTime.Now,
Ticker = ((AustralianEquity)asset).Ticker
}).Wait();
var assets = account.GetAssets();
var diversification = assets.GetAssetSectorialDiversification<AustralianEquity>(repo).Result;
Assert.IsTrue(diversification.Count == 2);
Assert.IsTrue(diversification["Sector 1"] == 2000);
Assert.IsTrue(diversification["Sector 2"] == 0);
repo.Dispose();
}
public void CanCreateAdviser()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
Assert.IsTrue(adviser.FirstName == "Test");
repo.Dispose();
}
public void AdviserCanCreateClientWithProperAgeCalculation()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now.AddYears(-12),
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
Assert.IsTrue(groups[0].GetClients().Result[0].Age == 12);
repo.Dispose();
}
