public void When_YSQ_Can_Find_Quote_Then_Service_Returns_Quote()
{
// setup
dynamic quote = new ExpandoObject();
quote.Symbol = "\"GOOG\"";
quote.LatestTradePrice = "657.73";
_ysqMock.Setup(m => m.Quote(It.IsAny<string[]>())).Returns(_ysqfMock.Object);
_ysqfMock.Setup(m => m.Return(It.IsAny<QuoteReturnParameter[]>())).Returns(new [] {quote});
// execute
var service = new YahooStockService(_qsfMock.Object);
var quotes = service.GetQuotes(new [] {new Security {Symbol = "GOOG"}});
// verify
Assert.That(quotes.Count, Is.EqualTo(1));
var verify = quotes.Single();
Assert.That(verify.Key, Is.EqualTo("GOOG"));
Assert.That(verify.Value, Is.EqualTo(657.73M));
}
private static ErrorCode DefaultOperation()
{
var dataDir = Path.GetFullPath(Environment.ExpandEnvironmentVariables(Configuration.DataDirectoryPath));
if (!Directory.Exists(dataDir))
{
Console.Error.WriteLine("Data directory at {0} does not exist.", dataDir);
return ErrorCode.DirectoryMissing;
}
var portfolioFile = Path.Combine(dataDir, "portfolio.js");
if (!File.Exists(portfolioFile))
{
Console.Error.WriteLine("Portfolio file at {0} does not exist.", portfolioFile);
return ErrorCode.FileMissing;
}
var portfolioFileContents = File.ReadAllText(portfolioFile, Encoding.UTF8);
var portfolio = JsonConvert.DeserializeObject<Portfolio>(portfolioFileContents);
var categoriesFile = Path.Combine(dataDir, "categories.js");
if (!File.Exists(categoriesFile))
{
Console.Error.WriteLine("Categories file at {0} does not exist.", categoriesFile);
return ErrorCode.FileMissing;
}
var categoryFileContents = File.ReadAllText(categoriesFile, Encoding.UTF8);
var categories = JsonConvert.DeserializeObject<IEnumerable<Category>>(categoryFileContents);
var quoter = new YahooStockService(new YahooServiceFactory());
var reporter = new StringValueReporter(quoter);
var report = reporter.GetReport(portfolio);
Console.Write(report);
return ErrorCode.NoError;
}
public void Test()
{
var portfolio = new Portfolio
{
Name = "Test Portfolio"
};
using (var tokenManager = new QuestradeApiTokenManager(new Configuration()))
{
var api = new QuestradeService(tokenManager, new InMemorySecurityRepository(), new InMemoryCategoryRepository());
portfolio.Accounts = api.GetAccounts();
foreach (var account in portfolio.Accounts)
{
account.Positions = api.GetPositions(account);
account.Transactions = api.GetTransactions(account, new DateTime(2008, 1, 1), DateTime.Now);
}
}
var quoter = new YahooStockService(new YahooServiceFactory());
var reporter = new StringValueReporter(quoter);
var report = reporter.GetReport(portfolio);
Console.Out.Write(report);
}
private static ErrorCode QuickFundbotWeightReportOperation(string portfolioName)
{
var dataDir = Path.GetFullPath(Environment.ExpandEnvironmentVariables(Configuration.DataDirectoryPath));
if (!Directory.Exists(dataDir))
{
Console.Error.WriteLine("Data directory at {0} does not exist.", dataDir);
return ErrorCode.DirectoryMissing;
}
var fundbotBuysFile = Path.Combine(dataDir, "buys.csv");
if (!File.Exists(fundbotBuysFile))
{
Console.Error.WriteLine("Fundbot file at {0} does not exist.", fundbotBuysFile);
return ErrorCode.FileMissing;
}
var fundbotCategoriesFile = Path.Combine(dataDir, "categories.csv");
if (!File.Exists(fundbotCategoriesFile))
{
Console.Error.WriteLine("Fundbot file at {0} does not exist.", fundbotCategoriesFile);
return ErrorCode.FileMissing;
}
var factory = new DataImporterFactory();
var transactionReader = factory.GetFundbotTransactions(fundbotBuysFile);
var transactions = transactionReader.GetTransactions();
var account = new Account
{
Name = portfolioName
};
var portfolio = new Portfolio
{
Name = portfolioName,
Accounts = new List<Account> { account }
};
account.Portfolio = portfolio;
foreach (var transaction in transactions)
{
transaction.Account = account;
}
var portfolioService = new PortfolioService(portfolio);
portfolioService.UpdateWith(transactions);
var categoryReader = factory.GetFundbotCategories(fundbotCategoriesFile);
IEnumerable<Category> categories;
IEnumerable<CategoryWeight> weights;
categoryReader.GetCategoriesAndWeights(out categories, out weights);
var quoter = new YahooStockService(new YahooServiceFactory());
StringWeightReporter reporter = new StringWeightReporter(quoter);
var report = reporter.GetReport(portfolio, categories, weights);
Console.Write(report);
return ErrorCode.NoError;
}
private static ErrorCode QuestradeMonthReportOperation(string portfolioName)
{
var portfolio = new Portfolio
{
Name = portfolioName
};
using (var tokenManager = new QuestradeApiTokenManager(Configuration))
{
var api = new QuestradeService(tokenManager, new InMemorySecurityRepository(), new InMemoryCategoryRepository());
portfolio.Accounts = api.GetAccounts();
foreach (var account in portfolio.Accounts)
{
account.Positions = api.GetPositions(account);
}
var service = new YahooStockService(new YahooServiceFactory());
var reporter = new StringHistoricalReporter(service);
var startDate = GetStartOfMarketWeek(DateTime.Now);
var report = reporter.GetReport(portfolio, startDate.AddMonths(-1), startDate, Period.Weekly);
Console.Write(report);
}
return ErrorCode.NoError;
}
private static ErrorCode ImportFundbotOperation(string portfolioName)
{
var dataDir = Path.GetFullPath(Environment.ExpandEnvironmentVariables(Configuration.DataDirectoryPath));
if (!Directory.Exists(dataDir))
{
Console.Error.WriteLine("Data directory at {0} does not exist.", dataDir);
return ErrorCode.DirectoryMissing;
}
var fundbotBuysFile = Path.Combine(dataDir, "buys.csv");
if (!File.Exists(fundbotBuysFile))
{
Console.Error.WriteLine("Fundbot file at {0} does not exist.", fundbotBuysFile);
return ErrorCode.FileMissing;
}
var factory = new DataImporterFactory();
var fundBotImporter = factory.GetFundbotTransactions(fundbotBuysFile);
var transactions = fundBotImporter.GetTransactions();
// which portfolio? account?
var account = new Account
{
Name = portfolioName
};
var portfolio = new Portfolio
{
Name = portfolioName,
Accounts = new List<Account> { account }
};
account.Portfolio = portfolio;
foreach (var transaction in transactions)
{
transaction.Account = account;
}
var portfolioService = new PortfolioService(portfolio);
portfolioService.UpdateWith(transactions);
var quoter = new YahooStockService(new YahooServiceFactory());
var reporter = new StringValueReporter(quoter);
var report = reporter.GetReport(portfolio);
Console.Write(report);
//foreach (var transaction in transactions)
//{
// // need to see if security already exists
// // need to see if transaction already exists
// // key = symbol & date & shares
//}
return ErrorCode.NoError;
}