public CompanyProfileDataItem GetCompanyProfile(string companyId)
{
Equity equity = edisRepo.getEquityById(companyId);
DateTime? priceDate = edisRepo.GetLastPriceDateForEquity(companyId);
CompanyProfileDataItem model = new CompanyProfileDataItem
{
id = equity.Id,
ticker = equity.Ticker,
fullName = equity.Name,
closingPrice = equity.LatestPrice,
sector = equity.Sector,
priceDate = priceDate == null? DateTime.MinValue : (DateTime)priceDate,
assetClass = equity.EquityType.ToString(),
changeAmount = edisRepo.GetResearchValueForEquitySync(ResearchValueKeys.changeAmount, equity.Ticker) == null ? 0 : (double)edisRepo.GetResearchValueForEquitySync(ResearchValueKeys.changeAmount, equity.Ticker),
changeRatePercentage = edisRepo.GetResearchValueForEquitySync(ResearchValueKeys.changeRatePercentage, equity.Ticker) == null ? 0 : (double)edisRepo.GetResearchValueForEquitySync(ResearchValueKeys.changeRatePercentage, equity.Ticker),
weeksDifferenceAmount = (double)edisRepo.GetResearchValueForEquitySync(ResearchValueKeys.fivtyTwoWkHighPrice, equity.Ticker),
weeksDifferenceRatePercentage = (double)(edisRepo.GetResearchValueForEquitySync(ResearchValueKeys.fivtyTwoWkLowPrice, equity.Ticker) / edisRepo.GetResearchValueForEquitySync(ResearchValueKeys.fivtyTwoWkHighPrice, equity.Ticker) == null ? 1 : edisRepo.GetResearchValueForEquitySync(ResearchValueKeys.fivtyTwoWkHighPrice, equity.Ticker)),
suitabilityScore = equity.GetRating().TotalScore,
suitsTypeOfClients = edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.suitsTypeOfClients, equity.Ticker),
country = edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.Country, equity.Ticker),
exchange = edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.Exchange, equity.Ticker),
marketCapitalisation = edisRepo.GetResearchValueForEquitySync(ResearchValueKeys.MarketCap, equity.Ticker).ToString(),
currencyType = edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.Currency, equity.Ticker),
reasons = edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.reasons, equity.Ticker),
companyBriefing = edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.companyBriefing, equity.Ticker),
companyStrategies = edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.companyStrategies, equity.Ticker),
investment = edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.investment, equity.Ticker),
investmentName = edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.investmentName, equity.Ticker),
indexData = new List<CompanyProfileIndexData>(),
currentAnalysis = new CurrentAnalysisPayload
{
metaProperties = new List<AnalysisPayloadMetaProperty>
{
new AnalysisPayloadMetaProperty{propertyName="baseInformation",displayName="Base Information"},
new AnalysisPayloadMetaProperty{propertyName="morningstar",displayName="Morningstar"},
new AnalysisPayloadMetaProperty{propertyName="brokerX",displayName="Broker X"},
new AnalysisPayloadMetaProperty{propertyName="ASX200Accumulation",displayName="ASX 200 Accumulation"},
},
groups = new List<AnalysisPayloadGroupModel>
{
new AnalysisPayloadGroupModel{
name="Recommendation",
data=new List<AnalysisPayloadGroupDataItem>{
new AnalysisPayloadGroupDataItem{
name= "Current Short Term Recommendation",
baseInformation= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.baseInformationShort, equity.Ticker),
morningstar= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.morningstarShort, equity.Ticker),
brokerX= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.brokerXShort, equity.Ticker),
ASX200Accumulation= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.ASX200AccumulationShort, equity.Ticker),
},new AnalysisPayloadGroupDataItem{
name= "Current Long Term Recommendation",
baseInformation= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.baseInformationLong, equity.Ticker),
morningstar= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.morningstarLong, equity.Ticker),
brokerX= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.brokerXLong, equity.Ticker),
ASX200Accumulation= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.ASX200AccumulationLong, equity.Ticker),
},new AnalysisPayloadGroupDataItem{
name= "Price Target",
baseInformation= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.baseInformationPrice, equity.Ticker),
morningstar= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.morningstarPrice, equity.Ticker),
brokerX= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.brokerXPrice, equity.Ticker),
ASX200Accumulation= edisRepo.GetStringResearchValueForEquitySync(ResearchValueKeys.ASX200AccumulationPrice, equity.Ticker),
},
}
},new AnalysisPayloadGroupModel{
name="Income",
data=new List<AnalysisPayloadGroupDataItem>{
new AnalysisPayloadGroupDataItem{
name= "Current Short Term Recommendation",
baseInformation= "base information",
morningstar= "Morning star information",
brokerX= "brokerX information",
ASX200Accumulation= "Accumulation Details"
},new AnalysisPayloadGroupDataItem{
name= "Current Long Term Recommendation",
baseInformation= "base information",
morningstar= "Morning star information",
brokerX= "brokerX information",
ASX200Accumulation= "Accumulation Details"
},new AnalysisPayloadGroupDataItem{
name= "Price Target",
baseInformation= "base information",
morningstar= "Morning star information",
brokerX= "brokerX information",
ASX200Accumulation= "Accumulation Details"
},
}
}
}
},
};
List<AssetPrice> assetPrices = edisRepo.getPricesByEquityIdAndDates(companyId, Period.LastSixMonths.ToString());
foreach(var price in assetPrices){
model.indexData.Add(new CompanyProfileIndexData {
company = price.Price.Value,
month = price.CreatedOn.Value.Date.ToString("yy-MM-dd"),
date = (DateTime)price.CreatedOn
});
}
return model;
//return advisorRepo.GetCompanyProfile(User.Identity.GetUserId(), companyId);
}
public CompanyProfileDataItem GetCompanyProfile(string companyId)
{
Equity equity = edisRepo.GetAllEquities().SingleOrDefault(eq => eq.Id == companyId);
CompanyProfileDataItem model = new CompanyProfileDataItem
{
id = equity.Id,
ticker = equity.Ticker,
fullName = equity.Name,
closingPrice = equity.LatestPrice,
sector = equity.Sector,
assetClass = equity.EquityType.ToString(),
changeAmount = edisRepo.GetResearchValueForEquitySync("changeAmount", equity.Ticker) == null ? 0 : (double)edisRepo.GetResearchValueForEquitySync("changeAmount", equity.Ticker),
changeRatePercentage = edisRepo.GetResearchValueForEquitySync("changeRatePercentage", equity.Ticker) == null ? 0 : (double)edisRepo.GetResearchValueForEquitySync("changeRatePercentage", equity.Ticker),
weeksDifferenceAmount = edisRepo.GetResearchValueForEquitySync("weeksDifferenceAmount", equity.Ticker) == null ? 0 : (double)edisRepo.GetResearchValueForEquitySync("weeksDifferenceAmount", equity.Ticker),
weeksDifferenceRatePercentage = edisRepo.GetResearchValueForEquitySync("weeksDifferenceRatePercentage", equity.Ticker) == null ? 0 : (double)edisRepo.GetResearchValueForEquitySync("weeksDifferenceRatePercentage", equity.Ticker),
suitabilityScore = edisRepo.GetResearchValueForEquitySync("suitabilityScore", equity.Ticker) == null ? 0 : (double)edisRepo.GetResearchValueForEquitySync("suitabilityScore", equity.Ticker),
suitsTypeOfClients = edisRepo.GetStringResearchValueForEquitySync("suitsTypeOfClients", equity.Ticker),
country = edisRepo.GetStringResearchValueForEquitySync("country", equity.Ticker),
exchange = edisRepo.GetStringResearchValueForEquitySync("exchange", equity.Ticker),
marketCapitalisation = edisRepo.GetStringResearchValueForEquitySync("marketCapitalisation", equity.Ticker),
currencyType = edisRepo.GetStringResearchValueForEquitySync("currencyType", equity.Ticker),
reasons = edisRepo.GetStringResearchValueForEquitySync("reasons", equity.Ticker),
companyBriefing = edisRepo.GetStringResearchValueForEquitySync("companyBriefing", equity.Ticker),
companyStrategies = edisRepo.GetStringResearchValueForEquitySync("companyStrategies", equity.Ticker),
investment = edisRepo.GetStringResearchValueForEquitySync("investment", equity.Ticker),
investmentName = edisRepo.GetStringResearchValueForEquitySync("investmentName", equity.Ticker),
//priceDate = DateTime.Now,
currentAnalysis = new CurrentAnalysisPayload
{
metaProperties = new List<AnalysisPayloadMetaProperty>
{
new AnalysisPayloadMetaProperty{propertyName="baseInformation",displayName="Base Information"},
new AnalysisPayloadMetaProperty{propertyName="morningstar",displayName="Morningstar"},
new AnalysisPayloadMetaProperty{propertyName="brokerX",displayName="Broker X"},
new AnalysisPayloadMetaProperty{propertyName="ASX200Accumulation",displayName="ASX 200 Accumulation"},
},
groups = new List<AnalysisPayloadGroupModel>
{
new AnalysisPayloadGroupModel{
name="Recommendation",
data=new List<AnalysisPayloadGroupDataItem>{
new AnalysisPayloadGroupDataItem{
name= "Current Short Term Recommendation",
baseInformation= edisRepo.GetStringResearchValueForEquitySync("baseInformationShort", equity.Ticker),
morningstar= edisRepo.GetStringResearchValueForEquitySync("morningstarShort", equity.Ticker),
brokerX= edisRepo.GetStringResearchValueForEquitySync("brokerXShort", equity.Ticker),
ASX200Accumulation= edisRepo.GetStringResearchValueForEquitySync("ASX200AccumulationShort", equity.Ticker),
},new AnalysisPayloadGroupDataItem{
name= "Current Long Term Recommendation",
baseInformation= edisRepo.GetStringResearchValueForEquitySync("baseInformationLong", equity.Ticker),
morningstar= edisRepo.GetStringResearchValueForEquitySync("morningstarLong", equity.Ticker),
brokerX= edisRepo.GetStringResearchValueForEquitySync("brokerXLong", equity.Ticker),
ASX200Accumulation= edisRepo.GetStringResearchValueForEquitySync("ASX200AccumulationLong", equity.Ticker),
},new AnalysisPayloadGroupDataItem{
name= "Price Target",
baseInformation= edisRepo.GetStringResearchValueForEquitySync("baseInformationPrice", equity.Ticker),
morningstar= edisRepo.GetStringResearchValueForEquitySync("morningstarPrice", equity.Ticker),
brokerX= edisRepo.GetStringResearchValueForEquitySync("brokerXPrice", equity.Ticker),
ASX200Accumulation= edisRepo.GetStringResearchValueForEquitySync("ASX200AccumulationPrice", equity.Ticker),
},
}
},new AnalysisPayloadGroupModel{
name="Income",
data=new List<AnalysisPayloadGroupDataItem>{
new AnalysisPayloadGroupDataItem{
name= "Current Short Term Recommendation",
baseInformation= "base information",
morningstar= "Morning star information",
brokerX= "brokerX information",
ASX200Accumulation= "Accumulation Details"
},new AnalysisPayloadGroupDataItem{
name= "Current Long Term Recommendation",
baseInformation= "base information",
morningstar= "Morning star information",
brokerX= "brokerX information",
ASX200Accumulation= "Accumulation Details"
},new AnalysisPayloadGroupDataItem{
name= "Price Target",
baseInformation= "base information",
morningstar= "Morning star information",
brokerX= "brokerX information",
ASX200Accumulation= "Accumulation Details"
},
}
}
}
},
};
return model;
return advisorRepo.GetCompanyProfile(User.Identity.GetUserId(), companyId);
}