public function findById($id)
{
$sql = "SELECT rq.*, ra.job_id FROM " . self::TABLE_REBALANCER_QUEUE . " rq\n LEFT JOIN " . self::TABLE_REBALANCER_ACTION . " ra On ra.id = rq.rebalancer_action_id\n WHERE rq.id = :id\n ";
$result = $this->db->queryOne($sql, array('id' => $id));
if (empty($result)) {
return null;
}
/** @var QueueItem $item */
$item = $this->bindObject($result);
if (isset($result['security_id'])) {
$security = new Security();
$security->setId($result['security_id']);
$item->setSecurity($security);
}
if (isset($result['system_client_account_id'])) {
$account = new Account();
$account->setId($result['system_client_account_id']);
$item->setAccount($account);
}
if (isset($result['lot_id'])) {
$lot = new Lot();
$lot->setId($result['lot_id']);
$item->setLot($lot);
}
return $item;
}
public function testIsShortTerm()
{
$now = new \DateTime();
$this->lot->getInitial()->setDate($now->modify('-1 month'));
$this->assertTrue($this->lot->isShortTerm());
$now = new \DateTime();
$this->lot->getInitial()->setDate($now->modify('-10 year -1 month'));
$this->assertFalse($this->lot->isShortTerm());
$this->lot->setStatus(Lot::LOT_INITIAL);
$now = new \DateTime();
$this->lot->setDate($now->modify('-1 month'));
$this->assertTrue($this->lot->isShortTerm());
$now = new \DateTime();
$this->lot->setDate($now->modify('-1 year -1 month'));
$this->assertFalse($this->lot->isShortTerm());
}
/**
* Check short term redemption
* 6.F step in spec
*
* @param Security $security
* @param Lot $lot
* @return bool
*/
public function checkShortTermRedemption(Security $security, Lot $lot)
{
$client = $this->getClient();
/** @var SecurityTransactionRepository $repository */
$repository = $this->getRepository('SecurityTransaction');
$securityTransaction = $repository->findOneByPortfolioAndSecurity($client->getPortfolio(), $security);
if ($securityTransaction && $securityTransaction->isRedemptionFeeSpecified()) {
return $lot->interval() <= $securityTransaction->getRedemptionPenaltyInterval();
}
return false;
}
/**
* Find initial lot by lot
* If lot in argument is initial then returns it
*
* @param Lot $lot
* @return Lot
*/
public function getInitialLot(Lot $lot)
{
if ($lot->isInitial()) {
return $lot;
}
$params = array('id' => $lot->getInitialLotId());
return $this->findOneBy($params);
}
public function testLotOrderForMuni()
{
$positions = array(array('client_system_account_id' => 222, 'muni_id' => 78, 'security_id' => 22222), array('client_system_account_id' => 333, 'muni_id' => null, 'security_id' => 33333));
/** @var LotRepository $mockRepository */
$mockRepository = $this->getMockBuilder('Model\\WealthbotRebalancer\\Repository\\LotRepository')->disableOriginalConstructor()->setMethods(array('getPositionsByPortfolio', 'getLastPositionLots'))->getMock();
$mockRepository->expects($this->any())->method('getPositionsByPortfolio')->will($this->returnValue($positions));
$mockRepository->expects($this->any())->method('getLastPositionLots')->will($this->returnCallback(function (Portfolio $portfolio, $securityId, $clientSystemAccountId, $isMuni = false) {
$lotCollection = new LotCollection();
$lot = new Lot();
$lot->setIsMuni($isMuni);
$lotCollection->add($lot);
return $lotCollection;
}));
$mockRepository->expects($this->any())->method('findLotsByAccountAndSecurity')->will($this->returnCallback(function (Portfolio $portfolio, $securityId, $clientSystemAccountId, $isMuni = false) {
$lotCollection = new LotCollection();
$lot = new Lot();
$lot->setIsMuni($isMuni);
$lotCollection->add($lot);
return $lotCollection;
}));
$lotCollection = $mockRepository->findLotsBySubclass(new Portfolio(), new Subclass(), new Account());
$lot1 = $lotCollection->first();
$this->assertFalse($lot1->getIsMuni());
$lot2 = $lotCollection->next();
$this->assertTrue($lot2->getIsMuni());
$lot3 = $lotCollection->next();
$this->assertFalse($lot3->getIsMuni());
//-------------------------------------------------------------------------------------------------------------/
$account = new Account();
$client = new Client();
$client->setPortfolio(new Portfolio());
$account->setClient($client);
$lotCollection = $mockRepository->findLotsByAccountAndSecurity($account, new Security());
$lot1 = $lotCollection->first();
$this->assertFalse($lot1->getIsMuni());
$lot2 = $lotCollection->next();
$this->assertTrue($lot2->getIsMuni());
$lot3 = $lotCollection->next();
$this->assertFalse($lot3->getIsMuni());
}
