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 testFindVSPForTradeData()
{
$riaRepo = new RiaRepository();
$ria = $riaRepo->findOneBy(array('email' => '*****@*****.**'));
$jobRepo = new JobRepository();
$job = $jobRepo->findOneBy(array('user_id' => $ria->getId()));
$accountRepo = new AccountRepository();
$securityRepo = new SecurityRepository();
$tradeData = new TradeData();
$tradeData->setJobId($job->getId());
$tradeData->setAccountId($accountRepo->findOneByAccountNumber('916985328')->getId());
$tradeData->setSecurityId($securityRepo->findOneBySymbol('RWX')->getId());
$vsps = $this->repository->findVSPForTradeData($tradeData);
$vspsExpected = array(array('purchase' => 'VSP', 'purchase_date' => '02132013', 'quantity' => 36), array('purchase' => 'VSP', 'purchase_date' => '02162013', 'quantity' => 20));
$this->assertEquals($vspsExpected, $vsps);
}
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());
}