public Model.Advisor ListDetails(string email, int advisorId)
{
User user = null;
if (!string.IsNullOrEmpty(email))
{
user = UserBusiness.GetValidUser(email);
}
var advisor = GetWithDetail(advisorId);
var owned = (user != null && user.Id == advisor.UserId);
if (advisor.Type == AdvisorType.Robo.Value || (!advisor.Detail.Enabled && !owned))
{
throw new ArgumentException("Invalid advisor.");
}
Task <List <Buy> > purchases = null;
if (user != null)
{
purchases = Task.Factory.StartNew(() => BuyBusiness.ListUserAdvisorPurchases(user.Id, advisorId));
}
var advisorQty = Task.Factory.StartNew(() => BuyBusiness.ListAdvisorsPurchases(new int[] { advisorId }));
var portfolios = PortfolioBusiness.ListWithHistory(advisorId, !owned);
var portfolioQty = Task.Factory.StartNew(() => BuyBusiness.ListPortfoliosPurchases(portfolios.Select(x => x.Id)));
if (user != null)
{
Task.WaitAll(purchases, advisorQty, portfolioQty);
}
else
{
Task.WaitAll(advisorQty, portfolioQty);
}
return(new Model.Advisor()
{
Id = advisor.Id,
Name = advisor.Detail.Name,
Description = advisor.Detail.Description,
Owned = owned,
Enabled = advisor.Detail.Enabled,
PurchaseQuantity = advisorQty.Result.ContainsKey(advisor.Id) ? advisorQty.Result[advisor.Id] : 0,
Portfolios = portfolios.Select(c => PortfolioBusiness.FillPortfolioModel(c, advisor, user, purchases?.Result, portfolioQty.Result)).
OrderByDescending(c => c.PurchaseQuantity).ThenByDescending(c => c.ProjectionPercent).ToList()
});
}
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));
}
