public async Task <bool> UpdatePortfolioPosition(PortfolioPositionDto position, string action, int holdingId)
{
bool success = false;
float newShareTotal = 0;
int existingShares = await GetExistingShares(holdingId);
if (action == "Buy")
{
newShareTotal = existingShares + position.Shares;
}
else if (action == "Sell")
{
newShareTotal = existingShares - position.Shares;
}
string sql = @"UPDATE PortfolioPosition p SET Shares = @Shares WHERE p.Id = @Id;";
object p = new
{
Id = holdingId,
Shares = newShareTotal
};
using var connection = connectionFactory.GetDbConnection();
var result = await connection.ExecuteAsync(sql : sql, commandType : CommandType.Text, param : p);
if (result > 0)
{
success = true;
}
return(success);
}
public async Task <bool> AddTransactionAsync(Transaction transaction, int portfolioId)
{
// this probably needs to be redesigned to be wrapped in a database transaction
try
{
int securityId;
int holdingId;
securityId = await securityRepository.CheckSecurityExists(transaction.Symbol);
if (securityId is 0)
{
securityId = await securityRepository.AddSecurity(transaction.Symbol, transaction.Description);
}
await transactionRepository.AddTransactionAsync(transaction, securityId);
holdingId = await portfolioRepository.CheckIfHoldingInPortfolio();
var position = new PortfolioPositionDto()
{
PortfolioId = portfolioId,
SecurityId = securityId,
Shares = transaction.Quantity
};
if (holdingId is 0)
{
await portfolioRepository.AddPortfolioPosition(position);
}
else
{
await portfolioRepository.UpdatePortfolioPosition(position, transaction.Action, holdingId);
}
return(true);
}
catch (Exception e)
{
throw e;
}
}
public async Task <bool> AddPortfolioPosition(PortfolioPositionDto position)
{
bool success = false;
string sql = @"INSERT INTO PortfolioPosition (PortfolioId, SecurityId, Shares) VALUES (@PortfolioId, @SecurityId, @Shares);";
object p = new
{
PortfolioId = position.PortfolioId,
SecurityId = position.SecurityId,
Shares = position.Shares
};
using var connection = connectionFactory.GetDbConnection();
var result = await connection.ExecuteAsync(sql : sql, commandType : CommandType.Text, param : p);
if (result > 0)
{
success = true;
}
return(success);
}
