investor.class.cpp

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class investor :  public market
{
public:
  int    investor_id;
  string user_name;
  string first_name;
  string last_name;
  string password;
  string currency;   
  struct tm birth_date;
  float  simulate_till_age;

  string get_full_name();
  float  age(int Mnbr = 0);
  int    months2simulate();
  int    load_from_db(string investorID); // NOTE: no password check and does NOT load password

  //friend ostream& operator<<(ostream& os, const investor& the_investor);

  
protected:
  int    age2monthNbr(float theAge);
  string dateStr2Age(string the_date);
  bool   save();
  int    get_from_db(string investorID, string password);
  bool   add_to_db();  // for new investors
  bool   exists(int iid);
     
  std::map<int, int>   experience;  // number from 1 to 5 per asset class
  std::map<int, int>   knowledge;
  std::map<int, int>   desirability;
  std::map<int, float> max_exposure; 
  void load_preferences(); 
  bool save_preferences(); 
  void set_max_exposure(); 
  bool set_scale(string scale_type, int ac, int val); 
  


/*this would be used if the experience etc was a vector ... but then we cannot use the simple indices :-( and have to resort to iterators
 * investor() : experience(NBR_ASSET_CLASSES, DEFAULT_SCALE), 
             knowledge(NBR_ASSET_CLASSES, DEFAULT_SCALE),
             desirability(NBR_ASSET_CLASSES, DEFAULT_SCALE) {}
*/
  investor()
  {  
  int i;
  for (i = 1; i <= NBR_ASSET_CLASSES; i++)
  {
    experience[i]   = DEFAULT_SCALE;
    knowledge[i]    = DEFAULT_SCALE;
    desirability[i] = MAX_SCALE;
    max_exposure[i] = 1;
  }
  experience[1]   = MAX_SCALE;
  knowledge[1]    = MAX_SCALE;
  }
};


/*
ostream& operator<<(ostream& os, const investor& the_investor)
{

  os << "<h4>" << "the_investor.get_full_name()" << "</h4>"
     << "<ul>"
     << "<li>currency: " << the_investor.currency << "</li>"
     << "<li>birth date: " << tm2DateStr(the_investor.birth_date) << ", age:" << "to_string(the_investor.age())" << "</li>"
     << "<li>simulate till age: " << to_string(the_investor.simulate_till_age) << "</li>"
     << "</ul>";
  return os;
}
*/


// usage: const string& s = theInvestor.get_full_name()
string investor::get_full_name() {string s;  s = first_name + " " + last_name;  return s; }

inline float investor::age(int Mnbr) {
/*  time_t age_date;
  time(&age_date);  //set the age date to the current time as unix timestamp
  //TODO: this is potentially unsafe, if time is not implemented as unix timestamp
  age_date += Mnbr * 2629800;    // 2629800 = 356.25 / 12 * 24 * 60 * 60
  return (difftime(age_date,mktime(&birth_date)) / 2629800);*/
float the_age;
tm tmNow = get_tm();
the_age = tmNow.tm_year - birth_date.tm_year;
the_age = the_age + (tmNow.tm_mon - birth_date.tm_mon) / 12 + Mnbr / 12;
return the_age;
}

inline int investor::months2simulate() {
  return (int) round(ceil(simulate_till_age - this->age(0)) * 12);
}

int investor::load_from_db(string uid)
{
  string sSQL;
  sSQL = "SELECT investor_id, user_name, first_name, last_name, birth_date, currency, simulate_till_age FROM " + oConfig.tbl_prefix + "_investors WHERE investor_id = " + uid + ";";
  try{
  sql::Driver *driver;
  sql::Connection *con;
  sql::Statement *stmt;
  sql::ResultSet *res;
  //  sql::PreparedStatement *pstmt;
  // Create a connection
  driver = get_driver_instance();
//  con = driver->connect("tcp://127.0.0.1:3306","efp","efp.cger");
  con = driver->connect(oConfig.db_host,oConfig.db_user,oConfig.db_pwd);
//  con->setSchema("efp");
  con->setSchema(db.db);

  stmt = con->createStatement();
  res = stmt->executeQuery(sSQL);
  if (!(res->next()))
  {error_message = t_errMsg["user not found"] + error_message;}
  else
  {
//    res = stmt->executeQuery(sSQL);
    res->previous();

    while (res->next())
      {
        investor_id       = res->getInt("investor_id");
        user_name         = res->getString("user_name");
        first_name        = res->getString("first_name");
        last_name         = res->getString("last_name");
        currency          = res->getString("currency");
        simulate_till_age = atof((res->getString("simulate_till_age")).c_str());
    dateStr2tm(res->getString("birth_date"), &birth_date);
      }
  }
  delete res;
  delete stmt;
  delete con;
} //try

  catch (sql::SQLException &e) {
  error_message = error_message + t_errMsg["retrievingInvestor"];
#ifdef DEBUG
  cout << "# ERR: SQLException in " << __FILE__;
  cout << "(" << __FUNCTION__ << ") on line " << __LINE__ << endl;
  cout << "# ERR: " << e.what();
  cout << " (MySQL error code: " << e.getErrorCode();
  cout << ", SQLState: " << e.getSQLState() << " )" << endl;
  cout << "[[" << sSQL << "]]*get*";
#endif
  }
//  return EXIT_SUCCESS;
  if (EXIT_SUCCESS == 0)
    {return investor_id;}
    else
    {return 0;}
}

inline int investor::age2monthNbr(float theAge)
{
  return (int) round((theAge - this->age(0)) * 12);
}

inline string investor::dateStr2Age(string the_date)
{
//  struct tm tm_date;
//  dateStr2tm(the_date, &tm_date);
  int month_nbr = dateStr2Mnbr(the_date);
  return to_string(this->age() + month_nbr / 12);
}

bool investor::save()
{
  string s;
  s = "UPDATE " + oConfig.tbl_prefix + "_investors SET user_name = '" + user_name + "',";
  s +=                       " first_name = '" + first_name + "',";
  s +=                        " last_name = '" + last_name + "', ";
  s +=                " simulate_till_age = '" + to_string(simulate_till_age) + "', ";
  s +=                       " birth_date = '" + tm2DateStr(birth_date)  +"', ";
  s +=                       " currency   = '" + currency  +"' ";
  s += " WHERE investor_id = " + to_string(investor_id) + ";";
#ifdef DEBUG
  debug_info += "<br>" + s;
#endif
  if (db.runSQL(s))
  {
    investor_id = load_from_db(to_string(investor_id)); // to load other infor than the investor_id
    return true;
  }
  else
  {
    error_message = error_message + t_errMsg["errorSavingUser"];
    return false;
  }
}

int investor::get_from_db(string uid, string password) {
  string sSQL;
  sSQL = "SELECT investor_id, user_name, first_name, last_name, birth_date, simulate_till_age, currency FROM " + oConfig.tbl_prefix + "_investors WHERE user_name = '" + uid + "' && AES_DECRYPT(password,'" + password + hh.c_salt + "') = '" + password + "';"; try{
  sql::Driver *driver;
  sql::Connection *con;
  sql::Statement *stmt;
  sql::ResultSet *res;
  //  sql::PreparedStatement *pstmt;
  // Create a connection
  driver = get_driver_instance();
//  con = driver->connect("tcp://127.0.0.1:3306","efp","efp.cger");
  con = driver->connect(oConfig.db_host,oConfig.db_user,oConfig.db_pwd);
//  con->setSchema("efp");
  con->setSchema(db.db);

  stmt = con->createStatement();
  res = stmt->executeQuery(sSQL);
  if (!(res->next()))
  {error_message = t_errMsg["pwdUserCombination"] + error_message;}
  else
  {
//    res = stmt->executeQuery(sSQL);
    res->previous();
    while (res->next())
      {
        investor_id       = res->getInt("investor_id");
        user_name         = res->getInt("user_name");
        first_name        = res->getString("first_name");
        last_name         = res->getString("last_name");
        currency          = res->getString("currency");
        simulate_till_age = atoi((res->getString("simulate_till_age")).c_str());
    dateStr2tm(res->getString("birth_date"), &birth_date);
      }
  }
  delete res;
  delete stmt;
  delete con;
} //try

  catch (sql::SQLException &e) {
  error_message = error_message + t_errMsg["retrievingInvestor"];
#ifdef DEBUG
  cout << "# ERR: SQLException in " << __FILE__;
  cout << "(" << __FUNCTION__ << ") on line " << __LINE__ << endl;
  cout << "# ERR: " << e.what();
  cout << " (MySQL error code: " << e.getErrorCode();
  cout << ", SQLState: " << e.getSQLState() << " )" << endl;
#endif
  }
//  return EXIT_SUCCESS;
  if (EXIT_SUCCESS == 0)
    {
      return investor_id;}
    else
    {return 0;}
}

bool investor::add_to_db()
{
  string s;
  s = "INSERT INTO " + oConfig.tbl_prefix + "_investors (user_name, first_name, last_name, password, birth_date, simulate_till_age, currency)  ";
  s += "value ('" + user_name + "', '" + first_name + "', '" + last_name + "', ";
  s += "AES_ENCRYPT('" + password + "',CONCAT('" + password + "','" + hh.c_salt + "')),";
  s += "'" + tm2DateStr(birth_date)  +"', " + to_string(simulate_till_age) + ",'" + currency + "');";
#ifdef DEBUG
  debug_info += "<br>" + s;
#endif
  if (db.runSQL(s))
  {
    investor_id = get_from_db(user_name, password);  //to set the investor_id
    return true;

  }
  else
  {
    error_message = error_message + t_errMsg["userNameTaken1"] + user_name + t_errMsg["userNameTaken2"];
    return false;
  }
}



bool investor::exists(int iid)
{
 string s = "SELECT investor_id FROM " + oConfig.tbl_prefix + "_investors WHERE investor_id = " + to_string(iid) + ";";
  db.res = db.stmt->executeQuery(s);
  if ((db.res->next()))
  {
    return true;
  }
  else
  {
    return false;
  } 

}

void investor::set_max_exposure()
{
  int i;
  float denom, sumExp = 0;
  denom = (MAX_SCALE + MAX_SCALE) * (MAX_SCALE - 1);
  for (i = 1; i <= NBR_ASSET_CLASSES; i++)
  {
    max_exposure[i] = (experience[i] + knowledge[i]) * (desirability[i] - 1) / denom;;
    sumExp += max_exposure[i];
    //error_message = error_message + to_string(max_exposure[i]) + "<BR>";
  }
  if (max_exposure[1] < 0.6) max_exposure[1] = 0.6;   // safest asset at least 60%
  if (sumExp <= 1) max_exposure[1] = 1;               // too little room --> class 
  if (sumExp <= 1.5) max_exposure[2] = max((float)0.5, (float)max_exposure[2]); // if it was smaller than 1 then also the second class is upgraded
  if (sumExp <= 2) max_exposure[3] = max((float)0.2, (float)max_exposure[3]);   // if it was smaller than 1 then also the 
}

void investor::load_preferences()
{
  int ac;
  string s = "SELECT * FROM " + oConfig.tbl_prefix + "_preferences WHERE investor = " + to_string(this->investor_id) + ";";
  db.res = db.stmt->executeQuery(s);
  while (db.res->next())
  {
    ac = db.getInt("asset_class");
    experience[ac]   = db.getInt("experience");
    knowledge[ac]    = db.getInt("knowledge");
    desirability[ac] = db.getInt("desirability");
  }
  set_max_exposure();
// TODO this function will break if one would reduce the number of asset classes
}

bool investor::set_scale(string scale_type, int ac, int val)
{
  if (ac < 1 || ac > NBR_ASSET_CLASSES) return false;
  if (val < MIN_SCALE) val = MIN_SCALE;
  if (val > MAX_SCALE) val = MAX_SCALE;
  if (scale_type == "experience")   experience[ac]   = val;
  if (scale_type == "knowledge")    knowledge[ac]    = val;
  if (scale_type == "desirability") desirability[ac] = val;
  return true;
}

bool investor::save_preferences()
{
  int i;
  string s;
  bool success = true;
  s = "DELETE FROM " + oConfig.tbl_prefix + "_preferences WHERE investor = " + to_string(investor_id) + ";";
  if (db.runSQL(s)) {} else {}//{error_message = error_message + "<li>Please contact us. #errno E010</li>";}
  s = "INSERT INTO " + oConfig.tbl_prefix + "_preferences (investor, asset_class, experience, knowledge, desirability, max_exposure) VALUES ";
  for(i=1; i <= NBR_ASSET_CLASSES; i++)
  {
    if (i > 1) s = s + ", ";
    s = s + "(" + to_string(investor_id) + ", " + to_string(i) + ", " + to_string(experience[i]) + ", "
          + to_string(knowledge[i]) + ", " + to_string(desirability[i]) + ", " + 
      to_string(max_exposure[i]) + ")";
  }
  s = s + ";";
  //error_message = error_message + "<br>" + s;
  if (db.runSQL(s)) {} 
  else 
  {
    error_message = error_message + "<li>Please contact us. #errno E011</li>";
    success = false;
  }
  //cout << s;
  return success;
}