public Trade(InvestmentAccount account, Asset asset, char action)
{
Action = action; //buy or sell
Asset = asset;
if (action == 'b') // b for buy
{
try
{
asset.WithdrawAsset(account); //Withdraw funds to cover the buy
account.AddInvestmentAssets(asset); //Asset bought. Add to account.
}
catch (InsufficientFundsException)
{
throw;
}
}
else //we are selling
{
try
{
Validator.VerifyAssets(account, asset); //are we trying to sell what we don't have?
RemoveTradeAsset(account, asset);
asset.DepositAsset(account); //but adds funds gained from sale
}
catch (InvalidTradeException)
{
throw;
}
}
}
public InvestmentAccount LoadInvestmentAccount(string accountNumber, TradeDate tradeDate)
{
InvestmentAccount account = null;
using (IDbConnection con = this.GetConnection())
{
con.Open();
using (IDbCommand cmd = con.CreateCommand())
{
cmd.CommandText = $"{SQL} WHERE a.AccountNumber = @AccountNumber";
cmd.AddParameterWithValue("@TradeDate", tradeDate.Date);
cmd.AddParameterWithValue("@AccountNumber", accountNumber);
using (IDataReader reader = cmd.ExecuteReader())
{
while (reader.Read())
{
account = this.DecodeRow(reader);
}
}
}
}
return(account);
}
static void Main(string[] args)
{
var savingsAccount = new SavingsAccount(owner: "Joe Decker",
balance: 200);
savingsAccount.ShowAccountDetails();
savingsAccount.Withdraw(20);
savingsAccount.CheckRemainingBalance();
savingsAccount.Deposit(100);
savingsAccount.CheckRemainingBalance();
var loanAccount = new LoanAccount(owner: "John Wright",
balance: -1200);
loanAccount.ShowAccountDetails();
loanAccount.Deposit(200);
loanAccount.CheckRemainingBalance();
var investmentAccount = new InvestmentAccount(owner: "Mike Schwartz",
balance: 10000);
investmentAccount.ShowAccountDetails();
investmentAccount.Withdraw(2000);
investmentAccount.CheckRemainingBalance();
investmentAccount.Deposit(1200);
investmentAccount.CheckRemainingBalance();
}
public ActionResult DeleteConfirmed(int id)
{
InvestmentAccount investmentaccount = db.InvestmentAccounts.Find(id);
db.BankAccounts.Remove(investmentaccount);
db.SaveChanges();
return(RedirectToAction("Index"));
}
//
// GET: /InvestmentAccount/Details/5
public ActionResult Details(int id = 0)
{
InvestmentAccount investmentaccount = db.InvestmentAccounts.Find(id);
if (investmentaccount == null)
{
return(HttpNotFound());
}
return(View(investmentaccount));
}
//
// GET: /InvestmentAccount/Delete/5
public ActionResult Delete(int id = 0)
{
InvestmentAccount investmentaccount = (InvestmentAccount)db.BankAccounts.Find(id);
if (investmentaccount == null)
{
return(HttpNotFound());
}
return(View(investmentaccount));
}
public static void RunExample()
{
ShortTermAccountFactory shortTermAccountFactory = new ShortTermAccountFactory();
AbstractAccountFactory abstractAccountFactory = new AbstractAccountFactory(shortTermAccountFactory, "Brian");
BankAccount checkingAccount = abstractAccountFactory.BankAccount;
InvestmentAccount investmentAccount = abstractAccountFactory.InvestmentAccount;
checkingAccount.Deposit(100);
investmentAccount.Deposit(100);
}
public void Deposit_GivenInvalidAmount_ShouldThrowException()
{
// Arrange
double startingBalance = 200;
double negativeAmount = -100;
var investmentAccount = new InvestmentAccount(owner: "Mike Schwartz",
balance: startingBalance);
// Act, Assert
Assert.Throws <ArgumentOutOfRangeException>(() => investmentAccount.Deposit(negativeAmount));
}
public ActionResult DeleteConfirmed(int id)
{
InvestmentAccount investmentAccount = db.InvestmentAccounts.Find(id);
if (investmentAccount.UserId != ViewBag.UserId)
{
return(RedirectToAction("Unauthorized", "Home"));
}
db.InvestmentAccounts.Remove(investmentAccount);
db.SaveChanges();
return(RedirectToAction("Index"));
}
//
// GET: /InvestmentAccount/Edit/5
public ActionResult Edit(int id = 0)
{
InvestmentAccount investmentaccount = db.InvestmentAccounts.Find(id);
if (investmentaccount == null)
{
return(HttpNotFound());
}
ViewBag.ClientId = new SelectList(db.Clients, "ClientId", "FullName", investmentaccount.ClientId);
ViewBag.AccountStateId = new SelectList(db.AccountStates, "AccountStateId", "Description", investmentaccount.AccountStateId);
return(View(investmentaccount));
}
public ActionResult Edit(InvestmentAccount investmentaccount)
{
if (ModelState.IsValid)
{
db.Entry(investmentaccount).State = EntityState.Modified;
investmentaccount.ChangeState();
db.SaveChanges();
return(RedirectToAction("Index"));
}
ViewBag.AccountStateId = new SelectList(db.AccountStates, "AccountStateId", "Description", investmentaccount.AccountStateId);
ViewBag.ClientId = new SelectList(db.Clients, "ClientId", "FullName", investmentaccount.ClientId);
return(View(investmentaccount));
}
public void CalculateInterestInvestment()
{
float initialBalance = 200;
float expected = 210;
Customer customer = new Customer(4, "Allen", "02222222");
InvestmentAccount investmentAccount = new InvestmentAccount(customer, 5, initialBalance, 5, 20);
float actual = investmentAccount.CalculateInterest();
Console.WriteLine("actual " + actual);
Assert.AreEqual(expected, actual, 0.001);
}
public void WithdrawWithValidAmountInvestment()
{
float initialBalance = 200;
float withdrawAmount = 50;
float expected = 150;
Customer customer = new Customer(4, "Allen", "02222222");
InvestmentAccount investmentAccount = new InvestmentAccount(customer, 5, initialBalance, 5, 20);
float actual = investmentAccount.Withdraw(withdrawAmount);
Assert.AreEqual(expected, actual);
}
public void DepositWithValidAmountInvestment()
{
float initialBalance = 200;
float depositAmount = 50;
float expected = 250;
Customer customer = new Customer(4, "Allen", "02222222");
InvestmentAccount investmentAccount = new InvestmentAccount(customer, 5, initialBalance, 5, 20);
float actual = investmentAccount.Deposit(depositAmount);
Assert.AreEqual(expected, actual);
}
public ActionResult Create([Bind(Include = "Id,PortfolioId,AccountName,Type,Balance,Currency,WebUrl,Returns,UserName,Password")] InvestmentAccount investmentAccount)
{
if (ModelState.IsValid)
{
investmentAccount.UserId = ViewBag.UserId;
db.InvestmentAccounts.Add(investmentAccount);
db.SaveChanges();
return(RedirectToAction("Index"));
}
ViewBag.PortfolioId = new SelectList(db.Portfolios.Where(a => a.UserId == investmentAccount.UserId), "PortfolioId", "Name", investmentAccount.PortfolioId);
return(View(investmentAccount));
}
public void OpenInvestmentAccount(double balance, double fee, int accountNum, bool isForex)
{
try
{
Validator.VerifyIfAccountExists(AccountList, typeof(InvestmentAccount));
InvestmentAccount Investmentacc = new InvestmentAccount(accountNum, balance, fee, isForex);
AccountList.Add(Investmentacc);
}
catch (AccountManagementException accEx)
{
throw accEx;
}
}
public ActionResult Edit(InvestmentAccount investmentaccount)
{
if (ModelState.IsValid)
{
db.Entry(investmentaccount).State = EntityState.Modified;
db.SaveChanges();
return(RedirectToAction("Index"));
}
ViewBag.AccountStatusId = new SelectList(db.AccountStatus, "AccountStatusId", "Description", investmentaccount.AccountStatusId);
//display fullnam instead of firstname
//ViewBag.ClientId = new SelectList(db.Clients, "ClientId", "FirstName", investmentaccount.ClientId);
ViewBag.ClientId = new SelectList(db.Clients, "ClientId", "FullName", investmentaccount.ClientId);
return(View(investmentaccount));
}
//
// GET: /InvestmentAccount/Edit/5
public ActionResult Edit(int id = 0)
{
InvestmentAccount investmentaccount = db.InvestmentAccounts.Find(id);
if (investmentaccount == null)
{
return(HttpNotFound());
}
ViewBag.AccountStatusId = new SelectList(db.AccountStatus, "AccountStatusId", "Description", investmentaccount.AccountStatusId);
//display fullnam instead of firstname
//ViewBag.ClientId = new SelectList(db.Clients, "ClientId", "FirstName", investmentaccount.ClientId);
ViewBag.ClientId = new SelectList(db.Clients, "ClientId", "FullName", investmentaccount.ClientId);
return(View(investmentaccount));
}
private void btnTotal_Click(object sender, EventArgs e)
{
SavingsAccount sa = new SavingsAccount();
InvestmentAccount ic = new InvestmentAccount();
sa.Deposit(200.0);
ic.Deposit(300.0);
TaxManager t = new TaxManager();
t.Accumulates(sa);
t.Accumulates(ic);
MessageBox.Show("Total de taxas: " + t.Total);
}
public ActionResult Edit([Bind(Include = "Id,PortfolioId,AccountName,Type,Balance,Currency,WebUrl,Returns,UserName,Password")] InvestmentAccount investmentAccount)
{
if (investmentAccount.UserId != ViewBag.UserId)
{
return(RedirectToAction("Unauthorized", "Home"));
}
if (ModelState.IsValid)
{
db.Entry(investmentAccount).State = EntityState.Modified;
db.SaveChanges();
return(RedirectToAction("Index"));
}
ViewBag.PortfolioId = new SelectList(db.Portfolios.Where(a => a.UserId == investmentAccount.UserId), "PortfolioId", "Name", investmentAccount.PortfolioId);
return(View(investmentAccount));
}
public ActionResult Create(InvestmentAccount investmentaccount)
{
investmentaccount.SetNextAccountNumber();
if (ModelState.IsValid)
{
db.BankAccounts.Add(investmentaccount);
db.SaveChanges();
investmentaccount.ChangeState();
db.SaveChanges();
return(RedirectToAction("Index"));
}
ViewBag.AccountStateId = new SelectList(db.AccountStates, "AccountStateId", "Description", investmentaccount.AccountStateId);
ViewBag.ClientId = new SelectList(db.Clients, "ClientId", "FullName", investmentaccount.ClientId);
return(View(investmentaccount));
}
public void Deposit_GivenValidAmount_ShouldUpdateBalance()
{
// Arrange
double startingBalance = 1000;
double depositAmount = 1200;
double expected = startingBalance + depositAmount;
var investmentAccount = new InvestmentAccount(owner: "Mike Schwartz",
balance: startingBalance);
// Act
investmentAccount.Deposit(depositAmount);
// Assert
double actual = investmentAccount.Balance;
Assert.Equal(expected, actual);
}
public void Withdraw_GivenValidAmount_ShouldUpdateBalance()
{
// Arrange
double startingBalance = 10000;
double withdrawalAmount = 2000;
double expected = startingBalance - (withdrawalAmount + (withdrawalAmount * InvestmentAccount.MANAGEMENT_FEE));
var investmentAccount = new InvestmentAccount(owner: "Mike Schwartz",
balance: startingBalance);
// Act
investmentAccount.Withdraw(withdrawalAmount);
// Assert
double actual = investmentAccount.Balance;
Assert.Equal(expected, actual);
}
public ActionResult Create(InvestmentAccount investmentaccount)
{
//calling the appropriate SetNext method
investmentaccount.SetNextAccountNumber();
if (ModelState.IsValid)
{
db.BankAccounts.Add(investmentaccount);
db.SaveChanges();
return(RedirectToAction("Index"));
}
ViewBag.AccountStatusId = new SelectList(db.AccountStatus, "AccountStatusId", "Description", investmentaccount.AccountStatusId);
//display fullnam instead of firstname
//ViewBag.ClientId = new SelectList(db.Clients, "ClientId", "FirstName", investmentaccount.ClientId);
ViewBag.ClientId = new SelectList(db.Clients, "ClientId", "FullName", investmentaccount.ClientId);
return(View(investmentaccount));
}
public ActionResult Create(InvestmentAccount investmentaccount)
{
//This code has been modified
if (ModelState.IsValid)
{
//Setting the investment account number to the next available one when creating a new investment account
investmentaccount.SetNextAccountNumber();
db.BankAccounts.Add(investmentaccount);
investmentaccount.ChangeState();
db.SaveChanges();
return(RedirectToAction("Index"));
}
ViewBag.AccountStateId = new SelectList(db.AccountStates, "AccountStateId", "Description", investmentaccount.AccountStateId);
ViewBag.ClientId = new SelectList(db.Clients, "ClientId", "FullName", investmentaccount.ClientId);
return(View(investmentaccount));
}
// GET: Investments/Details/5
public ActionResult Details(int?id)
{
if (id == null)
{
return(new HttpStatusCodeResult(HttpStatusCode.BadRequest));
}
InvestmentAccount investmentAccount = db.InvestmentAccounts.Find(id);
if (investmentAccount == null)
{
return(HttpNotFound());
}
if (investmentAccount.UserId != ViewBag.UserId)
{
return(RedirectToAction("Unauthorized", "Home"));
}
return(View(investmentAccount));
}
//tests deposit function with a invaild amount
public void DepositWithInvalidAmountInvestment()
{
float initialBalance = 200;
float depositAmount = -50;
Customer customer = new Customer(4, "Allen", "02222222");
InvestmentAccount investmentAccount = new InvestmentAccount(customer, 5, initialBalance, 5, 20);
try
{
investmentAccount.Deposit(depositAmount);
}
catch (ArgumentOutOfRangeException)
{
return;
}
Assert.Fail();
}
public void WithdrawWithLessThanZeroInvestment()
{
float initialBalance = 200;
float withdrawAmount = -10;
Customer customer = new Customer(4, "Allen", "02222222");
InvestmentAccount investmentAccount = new InvestmentAccount(customer, 5, initialBalance, 5, 20);
try
{
investmentAccount.Withdraw(withdrawAmount);
}
catch (ArgumentOutOfRangeException)
{
return;
}
Assert.Fail();
}
// GET: Investments/Edit/5
public ActionResult Edit(int?id)
{
if (id == null)
{
return(new HttpStatusCodeResult(HttpStatusCode.BadRequest));
}
InvestmentAccount investmentAccount = db.InvestmentAccounts.Find(id);
if (investmentAccount == null)
{
return(HttpNotFound());
}
if (investmentAccount.UserId != ViewBag.UserId)
{
return(RedirectToAction("Unauthorized", "Home"));
}
ViewBag.PortfolioId = new SelectList(db.Portfolios.Where(a => a.UserId == investmentAccount.UserId), "PortfolioId", "Name", investmentAccount.PortfolioId);
return(View(investmentAccount));
}
public ActionResult Create(InvestmentAccount investmentaccount)
{
//Calling method for auto increment.
investmentaccount.SetNextAccountNumber();
if (ModelState.IsValid)
{
db.BankAccounts.Add(investmentaccount);
db.SaveChanges();
//Changes the accountstate if the account requirements are not fullfilled
investmentaccount.ChangeState();
db.SaveChanges();
return(RedirectToAction("Index"));
}
//Displays the fullname for the client
ViewBag.ClientId = new SelectList(db.Clients, "ClientId", "FullName", investmentaccount.ClientId);
ViewBag.AccountStateId = new SelectList(db.AccountStates, "AccountStateId", "Description", investmentaccount.AccountStateId);
return(View(investmentaccount));
}
