// GET: Portfolios/Create
public IActionResult Create()
{
// Create the viewModel
var viewModel = new PortfolioCreateViewModel()
{
Portfolio = new Portfolio(),
AssetClasses = _context.AssetClasses.ToList(),
PortfolioSecurities = new List <PortfolioSecurityInput>()
};
// Add 10 PortfolioSecurity objects to the viewModel's list
for (int i = 0; i < 10; i++)
{
viewModel.PortfolioSecurities.Add(new PortfolioSecurityInput());
}
return(View(viewModel));
}
public async Task <IActionResult> Create([Bind("Portfolio", "PortfolioSecurities")] PortfolioCreateViewModel viewModel)
{
// Make sure weights sum to 100
if (viewModel.PortfolioSecurities.Select(ps => ps.Weight).Sum() != 100)
{
viewModel.AssetClasses = _context.AssetClasses.ToList();
ViewData["WeightError"] = "The sum of all weights must equal 100";
return(View(viewModel));
}
var user = await GetCurrentUserAsync();
string token = GetToken();
var client = _clientFactory.CreateClient();
// Get all the securities from the database
var securities = _context.Securities;
// Iterate over the list of PortfolioSecurities entered by the user
foreach (PortfolioSecurityInput ps in viewModel.PortfolioSecurities)
{
if (ps.Security.Ticker != null) // Only check for security if the row was not blank
{
string ticker = ps.Security.Ticker;
if (!securities.Any(s => s.Ticker == ticker))
{
// Security is not in the DB and needs to be retrieved from IEX Cloud and saved to the DB
var request = new HttpRequestMessage(HttpMethod.Get,
$"https://cloud.iexapis.com/stable/stock/{ticker}/company?token={token}");
var response = await client.SendAsync(request);
if (response.IsSuccessStatusCode)
{
// Convert the response to an object and save the new security to the database
var json = await response.Content.ReadAsStreamAsync();
var stockResponse = await System.Text.Json.JsonSerializer.DeserializeAsync <IEXSecurity>(json);
//SaveSecurity(stockResponse);
Security newSecurity = new Security
{
Name = stockResponse.CompanyName,
Ticker = stockResponse.Ticker,
Description = stockResponse.Description
};
_context.Securities.Add(newSecurity);
await _context.SaveChangesAsync();
}
}
}
}
// Now all the securities should be in the DB. Get a new reference to them and iterate over the list of portfolio securities again
var updatedSecurities = _context.Securities;
// Save the new portfolio to the database and get a reference to its Id
viewModel.Portfolio.UserId = user.Id;
_context.Add(viewModel.Portfolio);
await _context.SaveChangesAsync();
int portfolioId = viewModel.Portfolio.Id;
// iterate over PortfolioSecurities again and enter them into the database with their properties
foreach (PortfolioSecurityInput ps in viewModel.PortfolioSecurities)
{
if (ps.Security.Ticker != null) // only create new PS if the row was not blank
{
Security matchingSecurity = updatedSecurities.First(s => s.Ticker == ps.Security.Ticker);
PortfolioSecurity newPS = new PortfolioSecurity
{
PortfolioId = portfolioId,
SecurityId = matchingSecurity.Id,
Weight = (int)ps.Weight,
AssetClassId = (int)ps.AssetClassId
};
_context.Add(newPS);
}
}
await _context.SaveChangesAsync();
return(RedirectToAction(nameof(Index)));
}
