public AllocationDto CreateAllocation(AllocationDto allocationDto)
{
var plan = _planDataStore.GetPlan(allocationDto.PlanId);
if (plan == null)
{
throw new RecordNotFoundException($"Unable to find plan with id {allocationDto.PlanId}.");
}
if (allocationDto.Person == null && allocationDto.Project == null)
{
throw new BusinessLogicException("Person and Project can not both be null");
}
allocationDto.Person ??= "Any Person";
allocationDto.Project ??= "Any Project";
var currentAllocationSum = GetCurrentTotalAllocation(allocationDto.PlanId);
var maxAllowedAllocation = plan.Currency - currentAllocationSum;
if (maxAllowedAllocation < allocationDto.Currency)
{
throw new BusinessLogicException($"{allocationDto.Currency} is more than the remaining allotment of {maxAllowedAllocation}.");
}
var newAllocation = _planDataStore.CreateAllocation(_mapper.Map <Allocation>(allocationDto));
return(_mapper.Map <AllocationDto>(newAllocation));
}
public async Task StartAllocation_WhenStartNewAllocationWithWrongLicensePlate_ThenReturnBadRequest()
{
var server = new TestServer(new WebHostBuilder()
.UseStartup <TestStartup>());
using (server)
{
var client = server
.CreateClient();
var context = server.Host.Services.GetService <ParkSharkContext>();
FillingInMemoryDatabase(context);
AllocationDto allocationDto = new AllocationDto()
{
MemberPeronId = 1,
ParkinglotId = 1,
MemberLicensePlate = new LicensePlate("OtherPlate", "BE")
};
var content = JsonConvert.SerializeObject(allocationDto);
var stringContent = new StringContent(content, Encoding.UTF8, "application/json");
var response = await client.PostAsync("api/allocations", stringContent);
Assert.False(response.IsSuccessStatusCode);
}
}
/// <summary>
/// Calculate the actual for assets. Add into the dictionary
/// </summary>
/// <param name="assets">All assets over the years</param>
/// <returns>The max year in the assets </returns>
private void GetActualYears(Asset[] assets)
{
// calculate the actual allocations
var years = assets.Select(x => x.AssetDate.Year).Distinct().ToArray();
var minYr = years.Min();
var maxYr = years.Max();
for (var year = minYr; year <= maxYr; year++)
{
var curAssets = assets.ForYear(year);
var curTotal = curAssets.Sum(x => x.AssetAmount);
var preDto = AllocationDict.ContainsKey(year - 1) ? AllocationDict[year - 1] : null;
var preTotal = preDto?.AssetTotal ?? 0m;
var dto = new AllocationDto(year, AllocationStatusTypes.Actual, _settings.RetirementIncome)
{
AgeYear = new RetirementAge(year - BirthYear, year).ToString(),
AssetTotal = curTotal,
Assets = curAssets,
PreAssets = preDto?.Assets ?? new Asset[0],
AssetTotalChanged = AssetsHelper.GetTotalWithChange(curTotal, preTotal)
};
AllocationDict.Add(year, dto);
}
}
private void AllocateRetiredEarlyBeforeSocialAndPension(int r401KAge, int pensionAge, int maxAge)
{
for (var year = r401KAge; year < pensionAge; year++)
{
var preDto = AllocationDict[year - 1];
var preAssets = preDto.Assets;
var assetDate = new DateTime(year, 12, 31);
var transformer = new SimpleTransformer(_settings.InvestmentReturnRate);
var assets = transformer.Transform(assetDate, preAssets);
// 401K
var r401Amount = SimpleR401KAllocator.Allocate(assets, maxAge, year);
// Cash
var target = GetTarget(preDto);
var cashAmount = r401Amount >= target ? 0m : target - r401Amount;
var cashWithdrawal = SimpleAllocator.Allocate(assets, assets.ForCash(), cashAmount);
var preTotal = preDto.AssetTotal;
var curTotal = assets.Sum(x => x.AssetAmount);
var dto = new AllocationDto(year, AllocationStatusTypes.RetiredEstimated, target)
{
AgeYear = new RetirementAge(year - BirthYear, year).ToString(),
CashAmount = cashWithdrawal,
R401KAmount = r401Amount,
Assets = assets.ToArray(),
PreAssets = preDto.Assets,
AssetTotalChanged = AssetsHelper.GetTotalWithChange(curTotal, preTotal)
};
AllocationDict.Add(year, dto);
}
}
/// <summary>
/// Calculate transition years. Assume 4% increase and self-sustained.
/// </summary>
private void GetTransitionYears()
{
var minYr = AllocationDict.Keys.Max() + 1;
var maxYr = BirthYear + RetirementAge;
for (var year = minYr; year <= maxYr; year++)
{
var preDto = AllocationDict[year - 1];
var preAssets = preDto.Assets;
var assetDate = new DateTime(year, 12, 31);
var transformer = new SimpleTransformer(_settings.InvestmentReturnRate, _settings.TransitionYear401KSaving);
var assets = transformer.Transform(assetDate, preAssets);
var preTotal = preDto.AssetTotal;
var curTotal = assets.Sum(x => x.AssetAmount);
var dto = new AllocationDto(year, AllocationStatusTypes.Estimated, _settings.RetirementIncome)
{
AgeYear = new RetirementAge(year - BirthYear, year).ToString(),
Assets = assets.ToArray(),
PreAssets = preDto.Assets,
AssetTotalChanged = AssetsHelper.GetTotalWithChange(curTotal, preTotal)
};
AllocationDict.Add(year, dto);
}
}
public async Task StartAllocation_WhenStartNewAllocation_ThenReturnStatusCode201WithAllocationGuid()
{
var server = new TestServer(new WebHostBuilder()
.UseStartup <TestStartup>());
using (server)
{
var client = server
.CreateClient();
var context = server.Host.Services.GetService <ParkSharkContext>();
FillingInMemoryDatabase(context);
AllocationDto allocationDto = new AllocationDto()
{
MemberPeronId = 1,
ParkinglotId = 1,
MemberLicensePlate = new LicensePlate("123", "BE")
};
var content = JsonConvert.SerializeObject(allocationDto);
var stringContent = new StringContent(content, Encoding.UTF8, "application/json");
var response = await client.PostAsync("api/allocations", stringContent);
var allocationGuid = await response.Content.ReadAsStringAsync();
var pl_response = await client.GetAsync("api/parkinglots/1");
var responseString = await pl_response.Content.ReadAsStringAsync();
ParkinglotDto parkinglotDto = JsonConvert.DeserializeObject <ParkinglotDto>(responseString);
//context.Dispose();
//context = server.Host.Services.GetService<ParkSharkContext>();
//var pl = context.Parkinglots.FirstOrDefault(p => p.Id == 1);
//Assert.Equal(4, pl.Capacity);
Assert.Equal(4, parkinglotDto.AvailablePlaces);
}
}
private void AllocateRetiredFully(int pensionAge, int maxAge)
{
for (var year = pensionAge; year < maxAge; year++)
{
var preDto = AllocationDict[year - 1];
var preAssets = preDto.Assets;
var assetDate = new DateTime(year, 12, 31);
var transformer = new SimpleTransformer(_settings.InvestmentReturnRate);
var assets = transformer.Transform(assetDate, preAssets);
// 401K
var r401Amount = SimpleR401KAllocator.Allocate(assets, maxAge, year);
// Cash
var target = GetTarget(preDto);
var cashPortion = (target - r401Amount - PensionIncome - SocialSecurityIncome);
var cashAmount = cashPortion >= 0 ? cashPortion : 0m;
var cashWithdrawal = SimpleAllocator.Allocate(assets, assets.ForCash(), cashAmount);
// Still missing target
var shortAmount = target - cashWithdrawal - r401Amount - SocialSecurityIncome - PensionIncome;
if (shortAmount > 0)
{
r401Amount += SimpleAllocator.Allocate(assets, assets.For401K(), shortAmount);
}
var preTotal = preDto.AssetTotal;
var curTotal = assets.Sum(x => x.AssetAmount);
var dto = new AllocationDto(year, AllocationStatusTypes.RetiredEstimated, target)
{
AgeYear = new RetirementAge(year - BirthYear, year).ToString(),
CashAmount = cashWithdrawal,
R401KAmount = r401Amount,
SocialSecurityAmount = SocialSecurityIncome,
PensionAmount = PensionIncome,
Assets = assets.ToArray(),
PreAssets = preDto.Assets,
AssetTotalChanged = AssetsHelper.GetTotalWithChange(curTotal, preTotal)
};
AllocationDict.Add(year, dto);
}
}
public ActionResult <AllocationDto> UpdateAllocation(long planId, long allocationId, AllocationDto allocationDto)
{
allocationDto.PlanId = planId;
allocationDto.Id = allocationId;
return(Ok(_planService.UpdateAllocation(allocationDto)));
}
public ActionResult <AllocationDto> CreateAllocation(long planId, AllocationDto allocationDto)
{
allocationDto.PlanId = planId;
return(Ok(_planService.CreateAllocation(allocationDto)));
}
private decimal GetTarget(AllocationDto preDto)
{
return(preDto.Target == 0
? _settings.RetirementIncome
: preDto.Target *(1 + _settings.RetirementIncomeAdjustmentRate));
}
