public function testSaveStatus()
{
$jobRepo = new JobRepository();
$clientRepo = new ClientRepository();
$portfolioRepo = new PortfolioRepository();
$job = $jobRepo->findFirst();
$client = $clientRepo->findClientByEmail('*****@*****.**');
$portfolio = $portfolioRepo->findPortfolioByClient($client);
$rebalancerActions = $this->repository->findByPortfolioAndJob($portfolio, $job);
/** @var RebalancerAction $rebalancerAction */
$rebalancerAction = $rebalancerActions->first();
$sql = "SELECT * FROM " . BaseRepository::TABLE_REBALANCER_ACTION . " ra where ra.id = :id";
$connection = WealthbotMySqlSqliteConnection::getInstance();
$pdo = $connection->getPdo();
$statement = $pdo->prepare($sql);
$statement->execute(array('id' => $rebalancerAction->getId()));
$result = $statement->fetch(\PDO::FETCH_ASSOC);
$this->assertNotEquals(Job::REBALANCE_TYPE_NO_ACTIONS, $result['status']);
$tmpStatus = $result['status'];
$rebalancerAction->setStatus(Job::REBALANCE_TYPE_NO_ACTIONS);
$this->repository->saveStatus($rebalancerAction);
$statement = $pdo->prepare($sql);
$statement->execute(array('id' => $rebalancerAction->getId()));
$result = $statement->fetch(\PDO::FETCH_ASSOC);
$this->assertEquals(Job::REBALANCE_TYPE_NO_ACTIONS, $result['status']);
$rebalancerAction->setStatus($tmpStatus);
$this->repository->saveStatus($rebalancerAction);
}
public function testLoadPortfolioValues()
{
$clientRepo = new ClientRepository();
$client = $clientRepo->findClientByEmail('*****@*****.**');
$portfolio = $this->repository->findPortfolioByClient($client);
$this->repository->loadPortfolioValues($client);
$this->assertEquals('2451038.0', $portfolio->getTotalValue());
$this->assertEquals('699098.0', $portfolio->getTotalInSecurities());
$this->assertEquals('992397.0', $portfolio->getTotalCashInAccounts());
$this->assertEquals('759543.0', $portfolio->getTotalCashInMoneyMarket());
$this->assertEquals('0.0', $portfolio->getSasCash());
$this->assertEquals('0.0', $portfolio->getCashBuffer());
$this->assertEquals('0.0', $portfolio->getBillingCash());
$notExistClient = new Client();
$notExistPortfolio = new Portfolio();
$notExistPortfolio->setId(0);
$notExistClient->setPortfolio($notExistPortfolio);
$this->repository->loadPortfolioValues($notExistClient);
$this->assertNull($notExistPortfolio->getTotalValue());
$this->assertNull($notExistPortfolio->getTotalInSecurities());
$this->assertNull($notExistPortfolio->getTotalCashInAccounts());
$this->assertNull($notExistPortfolio->getTotalCashInMoneyMarket());
$this->assertNull($notExistPortfolio->getSasCash());
$this->assertNull($notExistPortfolio->getCashBuffer());
$this->assertNull($notExistPortfolio->getBillingCash());
}
public function setUp()
{
$clientRepo = new ClientRepository();
$client = $clientRepo->findOneBy(array('email' => '*****@*****.**'));
$portfolioRepo = new PortfolioRepository();
$this->portfolio = $portfolioRepo->findPortfolioByClient($client);
$securitiesRepo = new SecurityRepository();
$portfolioSecurities = $securitiesRepo->findSecuritiesByPortfolio($this->portfolio);
$this->portfolio->setSecurities($portfolioSecurities);
$this->repository = new SubclassRepository();
}
public function testFindOneByPortfolioAndSecurity()
{
$clientRepo = new ClientRepository();
$client = $clientRepo->findOneBy(array('email' => '*****@*****.**'));
$portfolioRepository = new PortfolioRepository();
$portfolio = $portfolioRepository->findPortfolioByClient($client);
$securityRepo = new SecurityRepository();
$security = $securityRepo->findOneBySymbol('VTV');
$securityTransaction = $this->repository->findOneByPortfolioAndSecurity($portfolio, $security);
$this->assertEquals(66, $securityTransaction->getRedemptionPenaltyInterval());
$this->assertEquals(77, $securityTransaction->getRedemptionFee());
$portfolio->setId(0);
$security->setId(0);
$securityTransaction = $this->repository->findOneByPortfolioAndSecurity($portfolio, $security);
$this->assertNull($securityTransaction);
}
public function testFindSecuritiesByPortfolio()
{
$clientRepo = new ClientRepository();
$client = $clientRepo->findOneBy(array('email' => '*****@*****.**'));
$portfolioRepo = new PortfolioRepository();
$portfolio = $portfolioRepo->findPortfolioByClient($client);
$securities = $this->repository->findSecuritiesByPortfolio($portfolio);
$this->assertCount(13, $securities);
foreach ($this->securitiesdData as $securityData) {
/** @var Security $security */
$security = $securities->current();
$this->assertEquals($securityData['name'], $security->getName());
$this->assertEquals($securityData['symbol'], $security->getSymbol());
$this->assertEquals($securityData['price'], $security->getPrice());
$securities->next();
}
}
public function testFindLotsByAccountAndSecurity()
{
$accountRepo = new AccountRepository();
$securityRepo = new SecurityRepository();
$clientRepo = new ClientRepository();
$portfolioRepo = new PortfolioRepository();
$security = $securityRepo->findOneBySymbol('RWX');
$account = $accountRepo->findOneByAccountNumber('744888386');
$client = $clientRepo->findClientByEmail('*****@*****.**');
$portfolioRepo->findPortfolioByClient($client);
$account->setClient($client);
$lots = $this->repository->findLotsByAccountAndSecurity($account, $security);
$this->assertCount(1, $lots);
/** @var Lot $lot */
$lot = $lots->first();
$this->assertEquals(2156.54, $lot->getAmount());
$this->assertEquals(65, $lot->getQuantity());
$this->assertTrue($lot->isOpen());
$this->assertFalse($lot->getIsMuni());
$security = $securityRepo->findOneBySymbol('BND');
$lots = $this->repository->findLotsByAccountAndSecurity($account, $security);
$this->assertTrue($lots->isEmpty());
$account = $accountRepo->findOneByAccountNumber('214888609');
$security = $securityRepo->findOneBySymbol('VTI');
$account->setClient($client);
$lots = $this->repository->findLotsByAccountAndSecurity($account, $security);
$this->assertCount(1, $lots);
$lot = $lots->first();
$this->assertEquals(1000, $lot->getAmount());
$this->assertEquals(100, $lot->getQuantity());
$this->assertTrue($lot->isInitial());
$this->assertTrue($lot->getIsMuni());
}
