// ReSharper disable once InconsistentNaming
public async void Can_GET_All_Account_Types()
{
// Arrange
_ctrl = new AccountTypeController(_repository, _repositoryAsset, _identityService) {
Request = new HttpRequestMessage { RequestUri = new Uri(UrlBase + "/AccountType") },
Configuration = new HttpConfiguration()
};
// Act
var acctTypes = await _ctrl.GetAllAccounts();
// Assert
Assert.IsNotNull(acctTypes);
}
private Position MapVmToPosition(PositionVm sourceData)
{
var acctTypeCtrl = new AccountTypeController(_repositoryAccountType, _repositoryAsset, _identityService, _repositoryInvestor);
return new Position
{
// ReSharper disable once PossibleInvalidOperationException
PurchaseDate = (DateTime) sourceData.DateOfPurchase,
Quantity = sourceData.Qty,
MarketPrice = sourceData.UnitCosts,
InvestorKey = Utilities.GetInvestorId(_repositoryInvestor, _identityService.CurrentUser).ToString(),
AcctTypeId = sourceData.ReferencedAccount.KeyId,
PositionAssetId = sourceData.ReferencedAssetId,
LastUpdate = DateTime.Now,
TickerSymbol = sourceData.ReferencedTickerSymbol,
Account = acctTypeCtrl.MapVmToAccountType(sourceData.ReferencedAccount),
Url = sourceData.Url
};
}
// ReSharper disable once InconsistentNaming
public async Task Controller_can_GET_all_entered_account_types_for_an_investor()
{
// Arrange
_ctrl = new AccountTypeController(_mockRepoAcctType.Object, _mockRepoAsset.Object, _mockIdentitySvc.Object) {
Request = new HttpRequestMessage { RequestUri = new Uri("http://localhost/Pims.Web.Api/api/AccountType/none") },
Configuration = new HttpConfiguration()
};
// Act
var accountTypes = await _ctrl.GetAllAccountsForInvestor("none") as OkNegotiatedContentResult<IQueryable<string>>;
// Assert
Assert.IsNotNull(accountTypes);
Assert.That(accountTypes.Content.Contains("Roth-IRA"));
Assert.That(accountTypes.Content.All(s => s != string.Empty));
Assert.That(accountTypes.Content.Count(), Is.GreaterThanOrEqualTo(3));
}
public async Task<IHttpActionResult> CreateNewAsset([FromBody] AssetCreationVm submittedAsset)
{
_currentInvestor = _identityService.CurrentUser;
_repositoryInvestor.UrlAddress = ControllerContext.Request.RequestUri.ToString();
// Confirm investors' registration for idempotent operations.
var registeredInvestor = await Task.FromResult(_repositoryInvestor.Retreive(u => u.EMailAddr.Trim() == _currentInvestor.Trim()));
if (!registeredInvestor.Any())
return BadRequest("Unable to create new Asset, no registration found for investor : " + _currentInvestor);
if (!ModelState.IsValid) {
return ResponseMessage(new HttpResponseMessage {
StatusCode = HttpStatusCode.BadRequest,
ReasonPhrase = "Invalid/Incomplete required 'ModelState' data received for new Asset creation."
});
}
// Reconfirm required Position data exist.
if (!submittedAsset.PositionsCreated.Any())
return BadRequest("Unable to create new Asset, no Position data found.");
// ACCOUNT TYPE.
var acctTypeCtrl = new AccountTypeController(_repositoryAccountType, _repository, _identityService, _repositoryInvestor);
var existingAcctTypes = await acctTypeCtrl.GetAllAccounts() as OkNegotiatedContentResult<IList<AccountTypeVm>>;
if(existingAcctTypes == null)
return BadRequest("Unable to retreive required AccountType data for Asset creation.");
var duplicateCheck = GetByTicker(submittedAsset.AssetTicker.Trim());
if(duplicateCheck.Result.ToString().Contains("OkNegotiatedContent"))
return ResponseMessage(new HttpResponseMessage {
StatusCode = HttpStatusCode.Conflict,
ReasonPhrase = "No Asset created; duplicate Asset found for " + submittedAsset.AssetTicker.Trim()
});
submittedAsset.AssetInvestorId = registeredInvestor.First().InvestorId.ToString(); // Required entry.
submittedAsset.AssetClassificationId = await Task.FromResult(_repositoryAssetClass.Retreive(ac => ac.Description.Trim() == submittedAsset.AssetClassification.Trim())
.AsQueryable()
.First()
.KeyId.ToString()); // Required entry.
// PROFILE.
// Submited Asset must contain the following minimum Profile information, per client validation checks.
var profileLastUpdate = Convert.ToDateTime(submittedAsset.ProfileToCreate.LastUpdate) ;
if(submittedAsset.ProfileToCreate.TickerSymbol.IsEmpty() ||
submittedAsset.ProfileToCreate.TickerDescription.IsEmpty() ||
submittedAsset.ProfileToCreate.Price == 0 ||
profileLastUpdate == DateTime.MinValue || // unassigned
submittedAsset.ProfileToCreate.Url.IsEmpty())
return BadRequest("Asset creation aborted: minimum Profile data [ticker,tickerDesc,Price,lastUpDate, or Url] is missing or invalid.");
var existingProfile = await Task.FromResult(_repositoryProfile.Retreive(p => p.TickerSymbol.Trim() == submittedAsset.AssetTicker.Trim())
.AsQueryable());
var profileCtrl = new ProfileController(_repositoryProfile);
if (existingProfile.Any())
{
if (existingProfile.First().LastUpdate >= DateTime.Now.AddHours(-24))
submittedAsset.ProfileToCreate.ProfileId = existingProfile.First().ProfileId;
else
{
var updatedResponse = await profileCtrl.UpdateProfile(submittedAsset.ProfileToCreate) as OkNegotiatedContentResult<string>;
// We'll cancel Asset creation here, as out-of-date Profile data would render inaccurate income projections, should the user
// choose to use these projections real-time.
if (updatedResponse == null || !updatedResponse.Content.Contains("successfully"))
return BadRequest("Asset creation aborted: unable to update Profile data.");
}
}
else
{
var createdProfile = await profileCtrl.CreateNewProfile(submittedAsset.ProfileToCreate) as CreatedNegotiatedContentResult<Profile>;
if (createdProfile == null)
return BadRequest("Error creating new Profile.");
submittedAsset.ProfileToCreate.ProfileId = createdProfile.Content.ProfileId;
}
// ASSET.
var newAsset = await SaveAssetAndGetId(submittedAsset) as CreatedNegotiatedContentResult<Asset>;;
if (newAsset == null)
return BadRequest("Error creating new Asset or AssetId.");
submittedAsset.AssetIdentification = newAsset.Content.AssetId.ToString();
// POSITION(S).
var positionCtrl = new PositionController(_identityService, _repository, _repositoryInvestor, _repositoryPosition, _repositoryAccountType);
for(var pos = 0; pos < submittedAsset.PositionsCreated.Count; pos++)
{
// ReSharper disable once AccessToModifiedClosure
var positionAcctTypeId = existingAcctTypes.Content.Where(at => at.AccountTypeDesc.Trim().ToUpper() == submittedAsset.PositionsCreated.ElementAt(pos)
.PreEditPositionAccount
.ToUpper()
.Trim())
.AsQueryable()
.Select(at => at.KeyId);
if (!positionAcctTypeId.Any())
{
// Rollback Asset creation (via NH Cascade).
var deleteResponse = await DeleteAsset(submittedAsset.AssetTicker.Trim()) as OkNegotiatedContentResult<string>;
if(deleteResponse == null || deleteResponse.Content.Contains("Error"))
return BadRequest("Asset-Position creation aborted due to Asset rollback error for bad AccountType: "
+ submittedAsset.PositionsCreated.ElementAt(pos).PreEditPositionAccount.Trim().ToUpper());
return BadRequest("Asset-Position creation aborted due to error retreiving AccountType for: "
+ submittedAsset.PositionsCreated.ElementAt(pos).PreEditPositionAccount.Trim().ToUpper());
}
submittedAsset.PositionsCreated.ElementAt(pos).ReferencedAccount.KeyId = positionAcctTypeId.First(); // Required entry.
submittedAsset.PositionsCreated.ElementAt(pos).ReferencedAssetId = new Guid(submittedAsset.AssetIdentification); // Required entry.
submittedAsset.PositionsCreated.ElementAt(pos).Url = Utilities.GetBaseUrl(_repositoryInvestor.UrlAddress)
+ "Asset/"
+ submittedAsset.AssetTicker.Trim()
+ "/Position/"
+ submittedAsset.PositionsCreated.ElementAt(pos).PreEditPositionAccount.Trim();
var createdPosition = await positionCtrl.CreateNewPosition(submittedAsset.PositionsCreated.ElementAt(pos)) as CreatedNegotiatedContentResult<Position>;
if (createdPosition == null)
{
// Rollback Asset creation.
var deleteResponse = await DeleteAsset(submittedAsset.AssetTicker.Trim()) as OkNegotiatedContentResult<string>;
if (deleteResponse == null || deleteResponse.Content.Contains("Error"))
return BadRequest("Asset-Position creation aborted due to Asset rollback error for Position: "
+ submittedAsset.PositionsCreated.ElementAt(pos).PreEditPositionAccount.Trim().ToUpper());
return BadRequest("Asset-Position creation aborted due to error creating Position for : "
+ submittedAsset.PositionsCreated.ElementAt(pos).PreEditPositionAccount.Trim().ToUpper());
}
submittedAsset.PositionsCreated.ElementAt(pos).CreatedPositionId = createdPosition.Content.PositionId;
}
// INCOME (optional).
if (!submittedAsset.RevenueCreated.Any())
return ResponseMessage(new HttpResponseMessage {
StatusCode = HttpStatusCode.Created,
ReasonPhrase = "Asset created w/o submitted Income - affiliated Profile, and Position(s) recorded."
});
var incomeCtrl = new IncomeController(_identityService, _repository, _repositoryInvestor, _repositoryIncome);
foreach (var incomeRecord in submittedAsset.RevenueCreated)
{
incomeRecord.Url = Utilities.GetBaseUrl(_repositoryInvestor.UrlAddress)
+ "Asset/"
+ submittedAsset.AssetTicker.Trim()
+ "/Income/";
var createdIncome = await incomeCtrl.CreateNewIncome2(incomeRecord) as CreatedNegotiatedContentResult<Income>;
if (createdIncome == null)
return BadRequest("Error creating new Income record(s). Please resubmit Income.");
}
return ResponseMessage(new HttpResponseMessage {
StatusCode = HttpStatusCode.Created,
ReasonPhrase = "Asset created - affiliated Profile, Position(s), and Income recorded."
});
}
