public IActionResult SetTargetPortfolio([FromBody] AllocationsViewModel model)
{
if (!ModelState.IsValid)
{
return(BadRequest(ModelState));
}
if (model.Allocations.Count == 0)
{
ModelState.AddModelError(string.Empty, $"There must be at least one item in the allocation.");
return(BadRequest(ModelState));
}
if (model.Allocations.Count > 0)
{
decimal sum = Math.Round(model.Allocations.Values.Aggregate((a, b) => a + b));
if (Math.Round(sum) != 100)
{
ModelState.AddModelError(string.Empty, $"The allocations must add up to 100%, received {sum}%.");
return(BadRequest(ModelState));
}
}
string userId = m_userManager.GetUserId(HttpContext.User);
bool success = m_allocationsManager.SetTargetPortfolio(userId, model.Allocations);
if (!success)
{
return(StatusCode(StatusCodes.Status500InternalServerError));
}
return(Ok());
}
//[Authorize(Roles = "Administrator")]
public ActionResult Allocations(AllocationsViewModel allocationsViewModel)
{
if (Session["userId"] != null && Session["userId"].Equals(_username))
{
}
else
{
return(RedirectToAction("Login", "Account"));
}
List <Allocations> originalAllocations = dbcontext.Allocations.ToList();
foreach (var item in originalAllocations)
{
foreach (var allocation in allocationsViewModel.allocations)
{
if (item.Strategy.Equals(allocation.Strategy))
{
if (!item.Amount.Equals(allocation.Amount))
{
item.Amount = allocation.Amount;
dbcontext.SaveChanges();
}
if (item.IsActive != allocation.IsActive)
{
item.IsActive = allocation.IsActive;
dbcontext.SaveChanges();
}
}
}
}
return(RedirectToAction("EditTransactionsPage", "Actual"));;
}
ViewModelBase createModel()
{
var model = new AllocationsViewModel();
PrepareViewModel(model, EvolutionResources.bnrAllocations, 0, MenuOptionFlag.RequiresNoSale);
model.BrandCategoryId = CurrentUser.DefaultBrandCategoryId.Value;
model.BrandCategoryList = ProductService.FindBrandCategoryListItemModel(CurrentCompany);
model.LocationId = CurrentCompany.DefaultLocationID.Value;
model.LocationList = LookupService.FindLocationListItemModel(CurrentCompany);
return(model);
}
public ActionResult Allocations()
{
if (Session["userId"] != null && Session["userId"].Equals(_username))
{
}
else
{
return(RedirectToAction("Login", "Account"));
}
List <Allocations> allocations = dbcontext.Allocations.ToList();
AllocationsViewModel theAllocations = new AllocationsViewModel();
theAllocations.allocations = allocations;
return(View(theAllocations));
}
public ActionResult Index()
{
List <Allocations> allocations = dbcontext.Allocations.ToList();
AllocationsViewModel theAllocations = new AllocationsViewModel();
theAllocations.allocations = allocations;
List <RiskAmount> riskAmountList = new List <RiskAmount>();
foreach (var item in theAllocations.allocations)
{
RiskAmount riskAmount = new RiskAmount();
riskAmount.Strategy = item.Strategy;
Double strAmount;
Double.TryParse(item.Amount, out strAmount);
riskAmount.Amount = strAmount;
double riskPercentageAmount = 0;
double targetPercentage = 0;
if (item.Strategy.Equals("ShortMorningSpike"))
{
riskPercentageAmount = 0.018;
targetPercentage = 0.0425;
}
else if (item.Strategy.Equals("TenAmSpike"))
{
riskPercentageAmount = 0.014;
targetPercentage = 0.045;
}
else if (item.Strategy.Equals("Breakdown"))
{
riskPercentageAmount = 0.025;
targetPercentage = 0.031;
}
else if (item.Strategy.Equals("Breakout"))
{
riskPercentageAmount = 0.031;
targetPercentage = 0.02;
}
else if (item.Strategy.Equals("ShortBreakout"))
{
riskPercentageAmount = 0.02;
targetPercentage = 0.02;
}
else if (item.Strategy.Equals("jnugBreakout"))
{
riskPercentageAmount = 0.03;
targetPercentage = 0.036;
}
else if (item.Strategy.Equals("jnugShort"))
{
riskPercentageAmount = 0.024;
targetPercentage = 0.03;
}
else if (item.Strategy.Equals("gushShortTwoPercent"))
{
riskPercentageAmount = 0.04;
targetPercentage = 0.05;
}
riskAmount.RiskPercentage = riskPercentageAmount;
riskAmount.TargetPercentage = targetPercentage;
riskAmount.RiskDollarAmount = CalculateRiskDollarAmount(riskPercentageAmount, strAmount);
riskAmount.TargetAmount = CalculateTargetAmount(targetPercentage, strAmount);
riskAmountList.Add(riskAmount);
}
return(View(riskAmountList));
}
