public Model.Portfolio FillPortfolioModel(DomainObjects.Portfolio.Portfolio portfolio, DomainObjects.Advisor.Advisor advisor, User user,
IEnumerable <Buy> purchases, Dictionary <int, int> purchasesQty)
{
return(new Model.Portfolio()
{
Id = portfolio.Id,
Name = portfolio.Detail.Name,
Description = portfolio.Detail.Description,
Price = portfolio.Detail.Price,
AdvisorId = portfolio.AdvisorId,
AdvisorDescription = advisor.Detail.Description,
AdvisorName = advisor.Detail.Name,
AdvisorType = (int)advisor.Type,
Risk = portfolio.Projection.Risk,
ProjectionPercent = portfolio.Projection.ProjectionValue,
OptimisticPercent = portfolio.Projection.OptimisticProjectionValue,
PessimisticPercent = portfolio.Projection.PessimisticProjectionValue,
Owned = user != null && advisor.UserId == user.Id,
Purchased = purchases != null && purchases.Any(x => x.PortfolioId == portfolio.Id),
BuyTransactionStatus = purchases?.FirstOrDefault(x => x.PortfolioId == portfolio.Id)?.LastTransaction?.TransactionStatus,
BuyTransactionHash = purchases?.FirstOrDefault(x => x.PortfolioId == portfolio.Id)?.LastTransaction?.TransactionHash,
BuyTransactionId = purchases?.FirstOrDefault(x => x.PortfolioId == portfolio.Id)?.LastTransaction?.Id,
Enabled = portfolio.Detail.Enabled && advisor.Detail.Enabled,
PurchaseQuantity = purchasesQty.ContainsKey(portfolio.Id) ? purchasesQty[portfolio.Id] : 0,
TotalDays = portfolio.PortfolioHistory.Count,
LastDay = PortfolioHistoryBusiness.GetHistoryResult(1, portfolio.PortfolioHistory),
Last7Days = PortfolioHistoryBusiness.GetHistoryResult(7, portfolio.PortfolioHistory),
Last30Days = PortfolioHistoryBusiness.GetHistoryResult(30, portfolio.PortfolioHistory),
AllDays = PortfolioHistoryBusiness.GetHistoryResult(portfolio.PortfolioHistory)
});
}
public List <Model.Portfolio> ListPurchased(string email)
{
var user = UserBusiness.GetValidUser(email);
var purchases = BuyBusiness.ListPurchases(user.Id);
if (purchases.Count == 0)
{
return(new List <Model.Portfolio>());
}
var portfoliosQty = Task.Factory.StartNew(() => BuyBusiness.ListPortfoliosPurchases(purchases.Select(c => c.PortfolioId)));
var portfolios = Task.Factory.StartNew(() => Data.List(purchases.Select(c => c.PortfolioId)));
List <Task <List <PortfolioHistory> > > histories = new List <Task <List <PortfolioHistory> > >();
foreach (var buy in purchases)
{
histories.Add(Task.Factory.StartNew(() => PortfolioHistoryBusiness.ListHistory(buy.PortfolioId)));
}
Task.WaitAll(portfolios, portfoliosQty);
Task.WaitAll(histories.ToArray());
portfolios.Result.ForEach(c => c.PortfolioHistory = histories.SelectMany(x => x.Result.Where(g => g.PortfolioId == c.Id)).ToList());
return(portfolios.Result.Select(c => FillPortfolioModel(c, c.Advisor, user, purchases, portfoliosQty.Result))
.OrderByDescending(c => c.PurchaseQuantity).ThenByDescending(c => c.ProjectionPercent).ToList());
}
public void UpdateAllPortfoliosHistory()
{
var portfolios = Data.ListAll();
foreach (var portfolio in portfolios)
{
PortfolioHistoryBusiness.UpdatePortfolioHistory(portfolio);
}
}
public List <DomainObjects.Portfolio.Portfolio> ListWithHistory(int advisorId, bool onlyEnabled = true)
{
var portfolios = List(advisorId, onlyEnabled);
List <Task <List <PortfolioHistory> > > histories = new List <Task <List <PortfolioHistory> > >();
foreach (DomainObjects.Portfolio.Portfolio portfolio in portfolios)
{
histories.Add(Task.Factory.StartNew(() => PortfolioHistoryBusiness.ListHistory(portfolio.Id)));
}
Task.WaitAll(histories.ToArray());
portfolios.ForEach(c => c.PortfolioHistory = histories.SelectMany(x => x.Result.Where(g => g.PortfolioId == c.Id)).ToList());
return(portfolios);
}
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);
}
