public ActionResult SellStocks(SellStocksTrade Sale)
{
// Get the Customer
// Query the Database for the logged in user
var CustomerQuery = from c in db.Users
where c.UserName == User.Identity.Name
select c;
// Get the Customer
AppUser customer = CustomerQuery.FirstOrDefault();
//Return frozen view if no go
if (customer.ActiveStatus == false)
{
return(View("Frozen"));
}
// Get the original trade
Trade OriginalTrade = db.Trades.Find(Sale.TradeID);
// Get the Stock that is being sold
StockMarket StockSale = db.StockMarket.Find(Sale.StockMarketID);
// Get the Stock Account
StockAccount CustomerStockAccount = db.StockAccount.Find(Sale.StockAccountID);
// create a new transaction list for the trade
List <BankingTransaction> TradeTrans = new List <BankingTransaction>();
// Check the dates
if (Sale.SaleDate < OriginalTrade.TransactionDate)
{
ViewBag.Error = "Cannot sell before purchase";
return(View("SaleError"));
}
if (Sale.QuantitySold == 0)
{
ViewBag.Error = "Cannot sell with zero quantity";
return(View("SaleError"));
}
// String for the description
String Description = ($"Sale of {StockSale.CompanyName}, for {Sale.QuantitySold} shares, with initial price of {OriginalTrade.PricePerShare}, current price of {StockSale.StockPrice}, and a gain/loss of {Sale.Profit}");
// Sale Amount
Decimal SaleAmount = (Sale.QuantitySold * StockSale.StockPrice);
// Create a new fee transaction and add it to the list
BankingTransaction FeeTrans = new BankingTransaction
{
Amount = StockSale.Fee,
BankingTransactionType = BankingTranactionType.Fee,
Description = ("Fee for sale of " + StockSale.CompanyName),
StockAccount = CustomerStockAccount,
TransactionDate = Sale.SaleDate,
TransactionDispute = DisputeStatus.NotDisputed
};
// Add the transaction to the list
TradeTrans.Add(FeeTrans);
// Make the trade happen
Trade SaleTrade = new Trade()
{
TradeType = TradeType.Sell,
Amount = (Sale.QuantitySold * StockSale.StockPrice),
PricePerShare = StockSale.StockPrice,
Ticker = StockSale.Ticker,
Quantity = Sale.QuantitySold,
TransactionDate = Sale.SaleDate,
Description = Description,
StockMarket = StockSale,
StockAccount = CustomerStockAccount,
BankingTransactions = TradeTrans,
TransactionDispute = DisputeStatus.NotDisputed
};
// Create a new transaction for the actual sale
BankingTransaction SaleTrans = new BankingTransaction
{
Amount = SaleAmount,
BankingTransactionType = BankingTranactionType.Deposit,
Description = Description,
StockAccount = CustomerStockAccount,
Trade = SaleTrade,
TransactionDate = Sale.SaleDate,
TransactionDispute = DisputeStatus.NotDisputed
};
// Add the transactions and the trades the the db
db.BankingTransaction.Add(FeeTrans);
db.SaveChanges();
db.Trades.Add(SaleTrade);
db.SaveChanges();
db.BankingTransaction.Add(SaleTrans);
db.SaveChanges();
// Update the stock account
// Take out the fee
CustomerStockAccount.CashBalance -= Sale.Fee;
// Add the fee to the account
CustomerStockAccount.TradingFee += Sale.Fee;
// Add/Subtract the profit
CustomerStockAccount.CashBalance += Sale.Profit;
// Update the Database
db.Entry(CustomerStockAccount).State = System.Data.Entity.EntityState.Modified;
db.SaveChanges();
// Remove the shares from the account
// Check to see if there is any stock left
// If there is no stock left then we need to remove the original buy trade
if (OriginalTrade.Quantity - Sale.QuantitySold == 0)
{
// Clear the associated foriegn keys
OriginalTrade.BankingTransactions.Clear();
// Remove the original trade
db.Trades.Remove(OriginalTrade);
}
// If the original trade quantity is not zero
else
{
// update the quantity
OriginalTrade.Quantity -= Sale.QuantitySold;
// update the database
db.Entry(OriginalTrade).State = System.Data.Entity.EntityState.Modified;
}
// Save the changes
db.SaveChanges();
// Check to see if the account is balanced
BalancedPortfolio.CheckBalanced(db, customer);
// Return users to the stock account details page
return(RedirectToAction("Details", "StockAccounts"));
}
public ActionResult PurchaseStocks(PurchaseStockTrade PurchcaseTrade)
{
try
{
// get the customer
AppUser Customer = db.Users.Find(PurchcaseTrade.CustomerProfile.Id);
if (Customer == null)
{
return(RedirectToAction("Portal", "Home"));
}
if (PurchcaseTrade.TradeDate < DateTime.Today || PurchcaseTrade.TradeDate == null)
{
ViewBag.Error = "Date cannot be before today";
return(View("PurchaseError"));
}
if (PurchcaseTrade.Quantity == 0)
{
ViewBag.Error = "Quantity cannot be 0";
return(View("PurchaseError"));
}
// Get the stock
StockMarket SelectedStock = db.StockMarket.Find(PurchcaseTrade.SelectedStock.StockMarketID);
// Get the total amount
Decimal decTotal = (PurchcaseTrade.Quantity * SelectedStock.StockPrice);
// create a new transaction list for the trade
List <BankingTransaction> TradeTrans = new List <BankingTransaction>();
// Create a new fee transaction and add it to the list
BankingTransaction FeeTrans = new BankingTransaction
{
Amount = SelectedStock.Fee,
BankingTransactionType = BankingTranactionType.Fee,
Description = ("Fee for purchase of " + SelectedStock.CompanyName),
TransactionDate = (PurchcaseTrade.TradeDate),
StockAccount = Customer.StockAccount.FirstOrDefault(),
TransactionDispute = DisputeStatus.NotDisputed
};
TradeTrans.Add(FeeTrans);
// Make the trade happen
Trade Trade = new Trade()
{
Amount = decTotal,
Quantity = PurchcaseTrade.Quantity,
Ticker = SelectedStock.Ticker,
TransactionDate = PurchcaseTrade.TradeDate,
PricePerShare = SelectedStock.StockPrice,
TradeType = TradeType.Buy,
StockAccount = Customer.StockAccount.FirstOrDefault(),
StockMarket = SelectedStock,
BankingTransactions = TradeTrans,
DisputeMessage = "None",
TransactionDispute = DisputeStatus.NotDisputed,
Description = "None",
CorrectedAmount = 0
};
// Get the customer Savings account
var SAQ = from sa in db.StockAccount
where sa.Customer.Id == Customer.Id
select sa;
StockAccount CustomerStockAccount = SAQ.FirstOrDefault();
// check the account nulls
if (PurchcaseTrade.CheckingAccounts != null)
{
// find the account
Checking CustomerChecking = db.CheckingAccount.Find(PurchcaseTrade.CheckingAccounts.CheckingID);
if (CustomerChecking == null)
{
return(RedirectToAction("Portal", "Home"));
}
// take the money from the account
if (CustomerChecking.Balance - decTotal >= 0)
{
// Check to see if the cash balance is enough for the fee
if (db.StockAccount.Find(Customer.StockAccount.FirstOrDefault().StockAccountID).CashBalance < SelectedStock.Fee)
{
ViewBag.Error = "Fee was greater than Stock Cash Balance";
return(View("PurchaseError"));
}
// create a list to hold the checking account
List <Checking> CheckingList = new List <Checking>();
CheckingList.Add(CustomerChecking);
//Create a new transaction
BankingTransaction CheckingTrans = new BankingTransaction
{
Amount = decTotal,
BankingTransactionType = BankingTranactionType.Withdrawl,
CheckingAccount = CheckingList,
Description = ("Stock Purchase - Stock Account " + Customer.StockAccount.FirstOrDefault().AccountNumber.ToString()),
TransactionDate = PurchcaseTrade.TradeDate,
Trade = Trade,
TransactionDispute = DisputeStatus.NotDisputed
};
// add the stuff to the database
db.BankingTransaction.Add(FeeTrans);
db.SaveChanges();
db.Trades.Add(Trade);
db.SaveChanges();
// Take the money out
db.CheckingAccount.Find(CustomerChecking.CheckingID).Balance -= decTotal;
// take out the fee
CustomerStockAccount.CashBalance -= SelectedStock.Fee;
// take out the fee
CustomerStockAccount.TradingFee += SelectedStock.Fee;
db.Entry(CustomerStockAccount).State = System.Data.Entity.EntityState.Modified;
db.BankingTransaction.Add(CheckingTrans);
db.SaveChanges();
}
// HACK
else
{
ViewBag.Error = "Not Enough Money in Account to Purchase the Stocks";
return(View("PurchaseError"));
}
// Any further changes
}
else if (PurchcaseTrade.SavingsAccount != null)
{
// Get the customer Savings account
Saving CustomerSavings = db.SavingsAccount.Find(PurchcaseTrade.SavingsAccount.SavingID);
// take the money from the account
if (CustomerSavings.Balance - decTotal >= 0)
{
// Check to see if the cash balance is enough for the fee
if (db.StockAccount.Find(Customer.StockAccount.FirstOrDefault().StockAccountID).CashBalance < SelectedStock.Fee)
{
ViewBag.Error = "Fee was greater than Stock Cash Balance";
return(View("PurchaseError"));
}
// create a list to hold the checking account
List <Saving> SavingsList = new List <Saving>();
SavingsList.Add(CustomerSavings);
//Create a new transaction
BankingTransaction SavingsTrans = new BankingTransaction
{
Amount = decTotal,
BankingTransactionType = BankingTranactionType.Withdrawl,
SavingsAccount = SavingsList,
Description = ("Stock Purchase - Stock Account " + Customer.StockAccount.FirstOrDefault().AccountNumber.ToString()),
TransactionDate = PurchcaseTrade.TradeDate,
Trade = Trade,
TransactionDispute = DisputeStatus.NotDisputed
};
// add the stuff to the database
db.BankingTransaction.Add(FeeTrans);
db.SaveChanges();
db.Trades.Add(Trade);
db.SaveChanges();
// Take the money out
db.SavingsAccount.Find(CustomerSavings.SavingID).Balance -= decTotal;
// take out the fee
CustomerStockAccount.CashBalance -= SelectedStock.Fee;
// take out the fee
CustomerStockAccount.TradingFee += SelectedStock.Fee;
db.Entry(CustomerStockAccount).State = System.Data.Entity.EntityState.Modified;
db.BankingTransaction.Add(SavingsTrans);
db.SaveChanges();
}
// HACK
else
{
ViewBag.Error = "Not Enough Money in Account to Purchase the Stocks";
return(View("PurchaseError"));
}
}
else if (PurchcaseTrade.AccountStock != null)
{
// take the money from the account
if (CustomerStockAccount.CashBalance - decTotal >= 0)
{
// Check to see if the cash balance is enough for the fee
if (db.StockAccount.Find(Customer.StockAccount.FirstOrDefault().StockAccountID).CashBalance < SelectedStock.Fee)
{
ViewBag.Error = "Fee was greater than Stock Cash Balance";
return(View("PurchaseError"));
}
// create a list to hold the checking account
List <StockAccount> StockAccountList = new List <StockAccount>();
StockAccountList.Add(CustomerStockAccount);
//Create a new transaction
BankingTransaction StocksTrans = new BankingTransaction()
{
Amount = decTotal,
BankingTransactionType = BankingTranactionType.Withdrawl,
StockAccount = CustomerStockAccount,
Description = ("Stock Purchase - Stock Account " + Customer.StockAccount.FirstOrDefault().AccountNumber.ToString()),
TransactionDate = PurchcaseTrade.TradeDate,
Trade = Trade,
TransactionDispute = DisputeStatus.NotDisputed
};
// add the stuff to the database
db.BankingTransaction.Add(FeeTrans);
db.SaveChanges();
db.Trades.Add(Trade);
db.SaveChanges();
// Take the money out
CustomerStockAccount.CashBalance -= decTotal;
// take out the fee
CustomerStockAccount.CashBalance -= SelectedStock.Fee;
// take out the fee
CustomerStockAccount.TradingFee += SelectedStock.Fee;
db.Entry(CustomerStockAccount).State = System.Data.Entity.EntityState.Modified;
db.BankingTransaction.Add(StocksTrans);
db.SaveChanges();
}
// HACK
else
{
ViewBag.Error = "Not Enough Money in Account to Purchase the Stocks";
return(View("PurchaseError"));
}
}
else
{
return(HttpNotFound());
}
// Add the stuff to the database
// check to see if the porfolio is balanced
BalancedPortfolio.CheckBalanced(db, Customer);
return(View("PurchaseConfirmation"));
}
catch (Exception e)
{
ViewBag.Error = "An unknown error occured";
return(View("PurchaseError"));
}
}
