Added the Entities and their functions to perform the required operations

README.md

@@ -1,2 +1,7 @@
-# Task 2 Starter Repo
-Contains Everything you need to get started on task 2 of Forage's Wells Fargo software engineering program
+# Investment Management System
+- Developed relevant requirements for building a system to manage financial investment with Advisor, Client, Portfolio and Securities as the entities.
+- Developed data the system needed to keep track of.
+
+<p align="center">
+  <img src="https://github.com/user-attachments/assets/39897e10-25e2-48e1-b98c-927bda28bdc4" />
+</p>

src/main/java/com/wellsfargo/counselor/entity/Advisor.java

@@ -1,10 +1,8 @@
 package com.wellsfargo.counselor.entity;
 
-
-import jakarta.persistence.Column;
-import jakarta.persistence.Entity;
-import jakarta.persistence.GeneratedValue;
-import jakarta.persistence.Id;
+import java.time.LocalDate;
+import java.util.*;
+import jakarta.persistence.*;
 
 @Entity
 public class Advisor {
@@ -28,6 +26,10 @@ public class Advisor {
     @Column(nullable = false)
     private String email;
 
+    @OneToMany(cascade = CascadeType.ALL, orphanRemoval = true)
+    @JoinColumn(name = "advisorId")
+    private List<Client> clients = new ArrayList<>();
+
     protected Advisor() {
 
     }
@@ -83,4 +85,62 @@ public String getEmail() {
     public void setEmail(String email) {
         this.email = email;
     }
+
+    public List<Client> getClients() {
+        return clients;
+    }
+
+    public void addClient(Client client) {
+        clients.add(client);
+    }
+
+    public Client createClient(String userName, String firstName, String lastName, String address, String phone, String email) {
+        Client client = new Client(userName, firstName, lastName, address, phone, email);
+        this.addClient(client);
+        return client;
+    }
+
+    public boolean updateClient(int clientId, String firstName, String lastName, String address, String phone, String email) {
+        for (Client client : clients) {
+            if (client.getClientId() == clientId) {
+                client.setFirstName(firstName);
+                client.setFirstName(lastName);
+                client.setFirstName(address);
+                client.setFirstName(phone);
+                client.setEmail(email);
+                return true;
+            }
+        }
+        return false;
+    }
+
+    public void removeClient(Client client) {
+        clients.remove(client);
+    }
+
+    public void createSecurityForClient(Client client, String securityName, String category, LocalDate purchaseDate, double purchasePrice, int quantity) {
+        Portfolio portfolio = client.getPortfolio();
+        portfolio.addSecurity(securityName, category, purchaseDate, purchasePrice, quantity);
+    }
+
+    public boolean updateSecurityForClient(Client client, int securityId, String securityName, String category, LocalDate purchaseDate, double purchasePrice, int quantity) {
+        Portfolio portfolio = client.getPortfolio();
+        for (Security security : portfolio.getSecurities()) {
+            if (security.getSecurityId() == securityId) {
+                security.setSecurityName(securityName);
+                security.setCategory(category);
+                security.setPurchaseDate(purchaseDate);
+                security.setPurchasePrice(purchasePrice);
+                security.setQuantity(quantity);
+                return true;
+            }
+        }
+        return false;
+    }
+
+    public boolean removeSecurityFromClient(Client client, int securityId) {
+        Portfolio portfolio = client.getPortfolio();
+        return portfolio.removeSecurityById(securityId);
+    }
+
 }

src/main/java/com/wellsfargo/counselor/entity/Client.java

@@ -0,0 +1,102 @@
+package com.wellsfargo.counselor.entity;
+
+
+import jakarta.persistence.*;
+
+@Entity
+public class Client {
+
+    @Id
+    @GeneratedValue()
+    private long clientId;
+
+    @Column(nullable = false)
+    private String userName;
+
+    @Column(nullable = false)
+    private String firstName;
+
+    @Column(nullable = false)
+    private String lastName;
+
+    @Column(nullable = false)
+    private String address;
+
+    @Column(nullable = false)
+    private String phone;
+
+    @Column(nullable = false)
+    private String email;
+
+    protected Client() {
+
+    }
+
+    public Client(String userName, String firstName, String lastName, String address, String phone, String email) {
+        this.userName = userName;
+        this.firstName = firstName;
+        this.lastName = lastName;
+        this.address = address;
+        this.phone = phone;
+        this.email = email;
+    }
+
+    @OneToOne(cascade = CascadeType.ALL, mappedBy = "client")
+    private Portfolio portfolio;
+
+    public Long getClientId() {
+        return clientId;
+    }
+
+    public String getUserName() {
+        return userName;
+    }
+
+    public String getFirstName() {
+        return firstName;
+    }
+
+    public void setFirstName(String firstName) {
+        this.firstName = firstName;
+    }
+
+    public String getLastName() {
+        return lastName;
+    }
+
+    public void setLastName(String lastName) {
+        this.lastName = lastName;
+    }
+
+    public String getAddress() {
+        return address;
+    }
+
+    public void setAddress(String address) {
+        this.address = address;
+    }
+
+    public String getPhone() {
+        return phone;
+    }
+
+    public void setPhone(String phone) {
+        this.phone = phone;
+    }
+
+    public String getEmail() {
+        return email;
+    }
+
+    public void setEmail(String email) {
+        this.email = email;
+    }
+
+    public Portfolio getPortfolio() {
+        return this.portfolio;
+    }
+
+    public void setPortfolio() {
+        this.portfolio = new Portfolio();
+    }
+}

src/main/java/com/wellsfargo/counselor/entity/Portfolio.java

@@ -0,0 +1,29 @@
+package com.wellsfargo.counselor.entity;
+
+import java.time.LocalDate;
+import java.util.*;
+
+import jakarta.persistence.*;
+
+@Entity
+public class Portfolio {
+    @Id
+    @GeneratedValue()
+    private int id;
+
+    @OneToMany(cascade = CascadeType.ALL, mappedBy = "portfolio", orphanRemoval = true)
+    private List<Security> securities = new ArrayList<>();
+
+    public List<Security> getSecurities() {
+        return this.securities;
+    };
+
+    public void addSecurity(String securityName, String category, LocalDate purchaseDate, double purchasePrice, int quantity) {
+        Security security = new Security(securityName, category, purchaseDate, purchasePrice, quantity);
+        securities.add(security);
+    }
+
+    public boolean removeSecurityById(int securityId) {
+        return securities.removeIf(security -> security.getSecurityId() == securityId);
+    }
+}

src/main/java/com/wellsfargo/counselor/entity/Security.java

@@ -0,0 +1,86 @@
+package com.wellsfargo.counselor.entity;
+
+import java.time.LocalDate;
+import jakarta.persistence.*;
+
+@Entity
+public class Security {
+    @Id
+    @GeneratedValue()
+    private long securityId;
+
+    @Column(nullable = false)
+    private String securityName;
+
+    @Column(nullable = false)
+    private String category;
+
+    @Column(nullable = false)
+    private LocalDate purchaseDate;
+
+    @Column(nullable = false)
+    private double purchasePrice;
+
+    @Column(nullable = false)
+    private int quantity;
+
+    @ManyToOne
+    @JoinColumn(name = "portfolio_id", nullable = false)
+    private Portfolio portfolio;
+
+    protected Security() {
+
+    }
+
+    public Security(String securityName, String category, LocalDate purchaseDate, double purchasePrice, int quantity) {
+        this.securityName = securityName;
+        this.category = category;
+        this.purchaseDate = purchaseDate;
+        this.purchasePrice = purchasePrice;
+        this.quantity = quantity;
+    }
+
+    public Long getSecurityId() {
+        return this.securityId;
+    }
+
+    public String getSecurityName() {
+        return this.securityName;
+    }
+
+    public void setSecurityName(String securityName) {
+        this.securityName = securityName;
+    }
+
+    public String getCategory() {
+        return this.category;
+    }
+
+    public void setCategory(String category) {
+        this.category = category;
+    }
+
+    public LocalDate getPusrchaseDate() {
+        return this.purchaseDate;
+    }
+
+    public void setPurchaseDate(LocalDate purchaseDate) {
+        this.purchaseDate = purchaseDate;
+    }
+
+    public double getPurchasePrice() {
+        return this.purchasePrice;
+    }
+
+    public void setPurchasePrice(double purchasePrice) {
+        this.purchasePrice = purchasePrice;
+    }
+
+    public int getQuantity() {
+        return this.quantity;
+    }
+
+    public void setQuantity(int quantity) {
+        this.quantity = quantity;
+    }
+}