public Goal SetNew(int userId, int goalOptionId, int timeframe, int risk, double?targetAmount, double startingAmount, double monthlyContribution)
{
GoalOptionsBusiness.Get(goalOptionId);
RiskType riskType = RiskType.Get(risk);
if (timeframe <= 0)
{
throw new ArgumentException("Invalid timeframe for goal.");
}
if ((startingAmount == 0 && monthlyContribution == 0) || startingAmount < 0 || monthlyContribution < 0)
{
throw new ArgumentException("Invalid contribution.");
}
var goal = new Goal();
goal.UserId = userId;
goal.GoalOptionId = goalOptionId;
goal.CreationDate = DateTime.UtcNow;
goal.MonthlyContribution = monthlyContribution;
goal.StartingAmount = startingAmount;
goal.TargetAmount = targetAmount;
goal.Timeframe = timeframe;
goal.Risk = riskType.Value;
return(goal);
}
public Goal GetCurrent(int userId)
{
var goal = Data.GetCurrent(userId);
if (goal == null)
{
throw new ArgumentException("An user goal must be defined.");
}
var options = GoalOptionsBusiness.List();
goal.GoalOption = options.Single(c => c.Id == goal.GoalOptionId);
return(goal);
}
public List <GoalOption> ListGoalsOptions()
{
return(GoalOptionsBusiness.List());
}
public KeyValuePair <int, IEnumerable <Model.Portfolio> > ListRoboAdvisors(string email, int goalOptionId, int risk)
{
var user = UserBusiness.GetValidUser(email);
var purchases = Task.Factory.StartNew(() => BuyBusiness.ListPurchases(user.Id));
var goalOption = GoalOptionsBusiness.Get(goalOptionId);
var riskType = RiskType.Get(risk, goalOption.Risk);
var riskPriority = RiskType.GetRiskPriority(riskType);
var advisors = Data.ListRobosAvailable();
var portfolios = Task.Factory.StartNew(() => PortfolioBusiness.List(advisors.Select(c => c.Id)));
Task.WaitAll(portfolios);
var portfolioQty = Task.Factory.StartNew(() => BuyBusiness.ListPortfoliosPurchases(portfolios.Result.SelectMany(c => c.Value.Select(x => x.Id))));
List <Task <List <PortfolioHistory> > > histories = new List <Task <List <PortfolioHistory> > >();
foreach (DomainObjects.Portfolio.Portfolio portfolio in portfolios.Result.SelectMany(c => c.Value))
{
histories.Add(Task.Factory.StartNew(() => PortfolioHistoryBusiness.ListHistory(portfolio.Id)));
}
Task.WaitAll(purchases, portfolioQty);
Task.WaitAll(histories.ToArray());
List <Model.Portfolio> portfolioWithSameRisk = new List <Model.Portfolio>();
List <Model.Portfolio> portfolioWithLittleLowerRisk = new List <Model.Portfolio>();
List <Model.Portfolio> portfolioWithLittleHigherRisk = new List <Model.Portfolio>();
List <Model.Portfolio> portfolioWithLowerRisk = new List <Model.Portfolio>();
List <Model.Portfolio> portfolioWithHigherRisk = new List <Model.Portfolio>();
List <Model.Portfolio> portfolioWithVeryLowerRisk = new List <Model.Portfolio>();
List <Model.Portfolio> portfolioWithVeryHigherRisk = new List <Model.Portfolio>();
foreach (KeyValuePair <int, List <DomainObjects.Portfolio.Portfolio> > advisorPortfolios in portfolios.Result)
{
var advisor = advisors.Single(c => c.Id == advisorPortfolios.Key);
advisorPortfolios.Value.ForEach(c => c.PortfolioHistory = histories.SelectMany(x => x.Result.Where(g => g.PortfolioId == c.Id)).ToList());
foreach (var r in riskPriority)
{
var riskFound = advisorPortfolios.Value.SingleOrDefault(c => c.Projection.RiskType == r);
if (riskFound != null)
{
var port = PortfolioBusiness.FillPortfolioModel(riskFound, advisor, user, purchases.Result, portfolioQty.Result);
var difference = riskFound.Projection.RiskType.Value - riskType.Value;
if (difference == 0)
{
portfolioWithSameRisk.Add(port);
}
else if (difference == 1)
{
portfolioWithLittleHigherRisk.Add(port);
}
else if (difference == -1)
{
portfolioWithLittleLowerRisk.Add(port);
}
else if (difference == 2)
{
portfolioWithHigherRisk.Add(port);
}
else if (difference == -2)
{
portfolioWithLowerRisk.Add(port);
}
else if (difference > 2)
{
portfolioWithVeryHigherRisk.Add(port);
}
else
{
portfolioWithVeryLowerRisk.Add(port);
}
break;
}
}
}
var result = portfolioWithSameRisk.OrderByDescending(c => c.PurchaseQuantity).ThenByDescending(c => c.ProjectionPercent).ToList();
result.AddRange(portfolioWithLittleLowerRisk.OrderByDescending(c => c.PurchaseQuantity).ThenByDescending(c => c.ProjectionPercent));
result.AddRange(portfolioWithLittleHigherRisk.OrderByDescending(c => c.PurchaseQuantity).ThenByDescending(c => c.ProjectionPercent));
result.AddRange(portfolioWithLowerRisk.OrderByDescending(c => c.PurchaseQuantity).ThenByDescending(c => c.ProjectionPercent));
result.AddRange(portfolioWithHigherRisk.OrderByDescending(c => c.PurchaseQuantity).ThenByDescending(c => c.ProjectionPercent));
result.AddRange(portfolioWithVeryLowerRisk.OrderByDescending(c => c.PurchaseQuantity).ThenByDescending(c => c.ProjectionPercent));
result.AddRange(portfolioWithVeryHigherRisk.OrderByDescending(c => c.PurchaseQuantity).ThenByDescending(c => c.ProjectionPercent));
return(new KeyValuePair <int, IEnumerable <Model.Portfolio> >(riskType.Value, result));
}
public Model.Portfolio Get(string email, int portfolioId)
{
var user = UserBusiness.GetValidUser(email);
var purchase = Task.Factory.StartNew(() => BuyBusiness.Get(user.Id, portfolioId));
var portfolio = Task.Factory.StartNew(() => Get(portfolioId));
Task.WaitAll(portfolio, purchase);
var owned = user.Id == portfolio.Result.Advisor.UserId;
var purchased = purchase.Result != null && BuyBusiness.IsValidPurchase(purchase.Result);
if (portfolio.Result == null || (!owned && !purchased && (!portfolio.Result.Detail.Enabled || !portfolio.Result.Advisor.Detail.Enabled)))
{
throw new ArgumentException("Invalid portfolio.");
}
var portfolioQty = Task.Factory.StartNew(() => BuyBusiness.ListPortfoliosPurchases(new int[] { portfolioId }));
var history = Task.Factory.StartNew(() => PortfolioHistoryBusiness.ListHistory(portfolioId));
Task <List <Distribution> > distribution = null;
Task <List <EscrowResult> > escrowResult = null;
Task <decimal?> purchaseAmount = null;
if (purchased && purchase.Result.LastTransaction.TransactionStatus == TransactionStatus.Success.Value)
{
distribution = Task.Factory.StartNew(() => DistributionBusiness.List(new int[] { portfolio.Result.ProjectionId.Value }));
Task.WaitAll(history, portfolioQty, distribution);
}
else if (owned)
{
distribution = Task.Factory.StartNew(() => DistributionBusiness.List(new int[] { portfolio.Result.ProjectionId.Value }));
escrowResult = Task.Factory.StartNew(() => EscrowResultBusiness.ListByPortfolio(portfolio.Result.Id));
purchaseAmount = Task.Factory.StartNew(() => BuyBusiness.ListPortfolioPurchaseAmount(portfolio.Result.Id));
Task.WaitAll(history, portfolioQty, distribution, escrowResult, purchaseAmount);
}
else
{
Task.WaitAll(history, portfolioQty);
}
portfolio.Result.PortfolioHistory = history.Result;
var result = FillPortfolioModel(portfolio.Result, portfolio.Result.Advisor, user,
purchase.Result != null ? new Buy[] { purchase.Result } : null, portfolioQty.Result);
result.Purchased = purchased;
result.Histogram = PortfolioHistoryBusiness.GetHistogram(history.Result);
result.HistoryData = history.Result.Select(c => new Model.Portfolio.History()
{
Date = c.Date,
Value = c.RealValue
}).ToList();
result.AssetDistribution = distribution == null ? null : distribution.Result.Select(c => new Model.Portfolio.Distribution()
{
Id = c.AssetId,
Code = c.Asset.Code,
Name = c.Asset.Name,
Percentage = c.Percent,
Type = (int)c.Asset.Type
}).OrderByDescending(c => c.Percentage).ToList();
if (purchased)
{
GoalOption goalOption = null;
if (purchase.Result.Goal != null)
{
goalOption = GoalOptionsBusiness.Get(purchase.Result.Goal.GoalOptionId);
}
result.PurchaseData = new Model.Portfolio.Purchase()
{
CreationDate = purchase.Result.CreationDate,
ExpirationDate = purchase.Result.ExpirationDate,
Price = purchase.Result.PortfolioDetail.Price,
AucEscrow = distribution != null ? purchase.Result.PortfolioDetail.Price : 0,
TransactionStatus = (int)purchase.Result.LastTransaction.TransactionStatus,
Risk = purchase.Result.Projection.Risk,
Goal = purchase.Result.Goal == null ? null : new Model.Portfolio.Goal()
{
Timeframe = purchase.Result.Goal.Timeframe,
MonthlyContribution = purchase.Result.Goal.MonthlyContribution,
StartingAmount = purchase.Result.Goal.StartingAmount,
TargetAmount = purchase.Result.Goal.TargetAmount,
Risk = RiskType.Get(purchase.Result.Goal.Risk, goalOption.Risk).Value
}
};
}
else if (owned)
{
result.OwnerData = new Model.Portfolio.Owner();
if (purchaseAmount.Result.HasValue && purchaseAmount.Result.Value > 0)
{
var validResults = escrowResult.Result.Where(c => c.LastTransaction.TransactionStatus == TransactionStatus.Success.Value);
result.OwnerData.AucReached = validResults.Sum(c => c.OwnerTokenResult);
result.OwnerData.AucLost = validResults.Sum(c => c.BuyerTokenResult);
result.OwnerData.AucEscrow = purchaseAmount.Result.Value - result.OwnerData.AucReached - result.OwnerData.AucLost;
}
}
return(result);
}
