Examples with PortfolioOverview com.github.robozonky.api.strategies.PortfolioOverview used on opensource projects

Example 11 with PortfolioOverview

use of com.github.robozonky.api.strategies.PortfolioOverview in project robozonky by RoboZonky.

the class NaturalLanguagePurchaseStrategyTest method noLoansApplicable.

@Test
void noLoansApplicable() {
    final MarketplaceFilter filter = MarketplaceFilter.of(MarketplaceFilterCondition.alwaysAccepting());
    final DefaultValues v = new DefaultValues(DefaultPortfolio.PROGRESSIVE);
    final FilterSupplier w = new FilterSupplier(v, Collections.emptySet(), Collections.singleton(filter));
    final ParsedStrategy p = new ParsedStrategy(v, Collections.emptySet(), Collections.emptyMap(), w);
    final PurchaseStrategy s = new NaturalLanguagePurchaseStrategy(p);
    final PortfolioOverview portfolio = mock(PortfolioOverview.class);
    when(portfolio.getCzkAvailable()).thenReturn(p.getMinimumBalance());
    when(portfolio.getCzkInvested()).thenReturn(p.getMaximumInvestmentSizeInCzk() - 1);
    final Stream<RecommendedParticipation> result = s.recommend(Collections.singletonList(mockDescriptor()), portfolio, new Restrictions());
    assertThat(result).isEmpty();
}

Example 12 with PortfolioOverview

use of com.github.robozonky.api.strategies.PortfolioOverview in project robozonky by RoboZonky.

the class NaturalLanguageSellStrategyTest method noLoansApplicable.

@Test
void noLoansApplicable() {
    final MarketplaceFilter filter = MarketplaceFilter.of(MarketplaceFilterCondition.alwaysAccepting());
    final ParsedStrategy p = new ParsedStrategy(DefaultPortfolio.PROGRESSIVE, Collections.singleton(filter));
    final SellStrategy s = new NaturalLanguageSellStrategy(p);
    final PortfolioOverview portfolio = mock(PortfolioOverview.class);
    when(portfolio.getCzkAvailable()).thenReturn(p.getMinimumBalance());
    when(portfolio.getCzkInvested()).thenReturn(p.getMaximumInvestmentSizeInCzk() - 1);
    final Stream<RecommendedInvestment> result = s.recommend(Collections.singletonList(mockDescriptor()), portfolio);
    assertThat(result).isEmpty();
}

Example 13 with PortfolioOverview

use of com.github.robozonky.api.strategies.PortfolioOverview in project robozonky by RoboZonky.

the class Selling method sell.

private void sell(final Portfolio portfolio, final SellStrategy strategy, final Authenticated auth) {
    final PortfolioOverview overview = portfolio.calculateOverview();
    final Set<InvestmentDescriptor> eligible = portfolio.getActiveForSecondaryMarketplace().parallel().map(i -> getDescriptor(i, auth)).collect(Collectors.toSet());
    Events.fire(new SellingStartedEvent(eligible, overview));
    final Collection<Investment> investmentsSold = strategy.recommend(eligible, overview).peek(r -> Events.fire(new SaleRecommendedEvent(r))).map(r -> auth.call(zonky -> processInvestment(zonky, r))).flatMap(o -> o.map(Stream::of).orElse(Stream.empty())).collect(Collectors.toSet());
    Events.fire(new SellingCompletedEvent(investmentsSold, portfolio.calculateOverview()));
}

Example 14 with PortfolioOverview

use of com.github.robozonky.api.strategies.PortfolioOverview in project robozonky by RoboZonky.

the class Session method invest.

/**
 * Request {@link ControlApi} to invest in a given loan, leveraging the {@link ConfirmationProvider}.
 * @param recommendation Loan to invest into.
 * @return True if investment successful. The investment is reflected in {@link #getResult()}.
 */
public boolean invest(final RecommendedLoan recommendation) {
    final LoanDescriptor loan = recommendation.descriptor();
    final int loanId = loan.item().getId();
    if (portfolioOverview.getCzkAvailable() < recommendation.amount().intValue()) {
        // should not be allowed by the calling code
        return false;
    }
    Events.fire(new InvestmentRequestedEvent(recommendation));
    final boolean seenBefore = state.getSeenLoans().stream().anyMatch(l -> isSameLoan(l, loanId));
    final ZonkyResponse response = investor.invest(recommendation, seenBefore);
    Session.LOGGER.debug("Response for loan {}: {}.", loanId, response);
    final String providerId = investor.getConfirmationProviderId().orElse("-");
    switch(response.getType()) {
        case REJECTED:
            return investor.getConfirmationProviderId().map(c -> {
                Events.fire(new InvestmentRejectedEvent(recommendation, providerId));
                // rejected through a confirmation provider => forget
                discard(loan);
                return false;
            }).orElseGet(() -> {
                // rejected due to no confirmation provider => make available for direct investment later
                Events.fire(new InvestmentSkippedEvent(recommendation));
                Session.LOGGER.debug("Loan #{} protected by CAPTCHA, will check back later.", loanId);
                skip(loan);
                return false;
            });
        case DELEGATED:
            final Event e = new InvestmentDelegatedEvent(recommendation, providerId);
            Events.fire(e);
            if (recommendation.isConfirmationRequired()) {
                // confirmation required, delegation successful => forget
                discard(loan);
            } else {
                // confirmation not required, delegation successful => make available for direct investment later
                skip(loan);
            }
            return false;
        case INVESTED:
            final int confirmedAmount = response.getConfirmedAmount().getAsInt();
            final Investment i = Investment.fresh(recommendation.descriptor().item(), confirmedAmount);
            markSuccessfulInvestment(i);
            Events.fire(new InvestmentMadeEvent(i, loan.item(), portfolioOverview));
            return true;
        case // still protected by CAPTCHA
        SEEN_BEFORE:
            return false;
        default:
            throw new IllegalStateException("Not possible.");
    }
}

Example 15 with PortfolioOverview

use of com.github.robozonky.api.strategies.PortfolioOverview in project robozonky by RoboZonky.

the class JmxListenerServiceTest method getParametersForInvestmentMade.

private DynamicTest getParametersForInvestmentMade() {
    final Loan l = mockLoan();
    final Investment i = Investment.fresh((MarketplaceLoan) l, 200);
    final PortfolioOverview po = PortfolioOverview.calculate(BigDecimal.valueOf(1000), Stream::empty);
    final Event evt = new InvestmentMadeEvent(i, l, po);
    final Consumer<SoftAssertions> before = (softly) -> {
        final OperationsMBean mbean = getOperationsMBean();
        softly.assertThat(mbean.getSuccessfulInvestments()).isEmpty();
    };
    final Consumer<SoftAssertions> after = (softly) -> {
        final OperationsMBean mbean = getOperationsMBean();
        softly.assertThat(mbean.getSuccessfulInvestments()).containsOnlyKeys(l.getId());
        softly.assertThat(mbean.getLatestUpdatedDateTime()).isEqualTo(evt.getCreatedOn());
    };
    return getParameters(evt, before, after);
}