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

Example 21 with PortfolioOverview

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

the class NaturalLanguagePurchaseStrategyTest method unacceptablePortfolioDueToLowBalance.

@Test
void unacceptablePortfolioDueToLowBalance() {
    final ParsedStrategy p = new ParsedStrategy(DefaultPortfolio.EMPTY);
    final PurchaseStrategy s = new NaturalLanguagePurchaseStrategy(p);
    final PortfolioOverview portfolio = mock(PortfolioOverview.class);
    when(portfolio.getCzkAvailable()).thenReturn(p.getMinimumBalance() - 1);
    final Stream<RecommendedParticipation> result = s.recommend(Collections.singletonList(mockDescriptor()), portfolio, new Restrictions());
    assertThat(result).isEmpty();
}

Example 22 with PortfolioOverview

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

the class NaturalLanguagePurchaseStrategyTest method recommendationIsMade.

@Test
void recommendationIsMade() {
    final DefaultValues v = new DefaultValues(DefaultPortfolio.PROGRESSIVE);
    final ParsedStrategy ps = new ParsedStrategy(v, Collections.emptyList(), Collections.emptyMap(), new FilterSupplier(v, null, Collections.emptySet()));
    final PurchaseStrategy s = new NaturalLanguagePurchaseStrategy(ps);
    final PortfolioOverview portfolio = mock(PortfolioOverview.class);
    when(portfolio.getCzkAvailable()).thenReturn(ps.getMinimumBalance());
    when(portfolio.getCzkInvested()).thenReturn(ps.getMaximumInvestmentSizeInCzk() - 1);
    when(portfolio.getShareOnInvestment(any())).thenReturn(BigDecimal.ZERO);
    final Participation p = spy(mockParticipation());
    // not recommended due to balance
    doReturn(BigDecimal.valueOf(100000)).when(p).getRemainingPrincipal();
    doReturn(Rating.A).when(p).getRating();
    final Participation p2 = spy(mockParticipation());
    // check amounts under Zonky investment minimum
    final int amount = Defaults.MINIMUM_INVESTMENT_IN_CZK - 1;
    doReturn(BigDecimal.valueOf(amount)).when(p2).getRemainingPrincipal();
    doReturn(Rating.A).when(p2).getRating();
    final ParticipationDescriptor pd = mockDescriptor(p2);
    final List<RecommendedParticipation> result = s.recommend(Arrays.asList(mockDescriptor(p), pd), portfolio, new Restrictions()).collect(Collectors.toList());
    assertThat(result).hasSize(1);
    final RecommendedParticipation r = result.get(0);
    assertSoftly(softly -> {
        softly.assertThat(r.descriptor()).isEqualTo(pd);
        softly.assertThat(r.amount()).isEqualTo(pd.item().getRemainingPrincipal());
    });
}

Example 23 with PortfolioOverview

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

the class NaturalLanguagePurchaseStrategyTest method unacceptablePortfolioDueToOverInvestment.

@Test
void unacceptablePortfolioDueToOverInvestment() {
    final DefaultValues v = new DefaultValues(DefaultPortfolio.EMPTY);
    v.setTargetPortfolioSize(1000);
    final ParsedStrategy p = new ParsedStrategy(v);
    final PurchaseStrategy s = new NaturalLanguagePurchaseStrategy(p);
    final PortfolioOverview portfolio = mock(PortfolioOverview.class);
    when(portfolio.getCzkAvailable()).thenReturn(p.getMinimumBalance());
    when(portfolio.getCzkInvested()).thenReturn(p.getMaximumInvestmentSizeInCzk());
    final Stream<RecommendedParticipation> result = s.recommend(Collections.singletonList(mockDescriptor()), portfolio, new Restrictions());
    assertThat(result).isEmpty();
}

Example 24 with PortfolioOverview

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

the class EmailingListenerTest method mockPortfolio.

private static PortfolioOverview mockPortfolio(final int balance) {
    final PortfolioOverview portfolioOverview = mock(PortfolioOverview.class);
    when(portfolioOverview.getCzkAvailable()).thenReturn(balance);
    when(portfolioOverview.getCzkAtRisk()).thenReturn(0);
    when(portfolioOverview.getCzkAtRisk(any())).thenReturn(0);
    when(portfolioOverview.getShareOnInvestment(any())).thenReturn(BigDecimal.ZERO);
    when(portfolioOverview.getAtRiskShareOnInvestment(any())).thenReturn(BigDecimal.ZERO);
    return portfolioOverview;
}

Example 25 with PortfolioOverview

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

the class LoanRepaidEventListener method getData.

@Override
protected Map<String, Object> getData(final LoanRepaidEvent event) {
    final PortfolioOverview p = event.getPortfolioOverview();
    final Map<String, Object> result = super.getData(event);
    result.put("yield", FinancialCalculator.actualInterestAfterFees(event.getInvestment(), p));
    return result;
}