Programming Project Assessment

A.  Requirements

1. ALL instructions given in this document MUST be followed to be eligible for full marks for the project. This document has five (5)
2. This project is NOT a group project; collusion, plagiarism, cheating of any kind is not acceptable. As part of your submission, you MUST certify that all work submitted is your own. If you cannot honestly certify that the work is your own, then do not submit the project. Breaches of the Misconduct Rule will be dealt with according to the university Rule (see the learning guide for more information).
3. All project submissions will be checked for academic misconduct by the use of the MOSS program from Stanford 

For the problem definition described in section B you must

1. include your student id at the end of all filenames for all java code files. Two classes have been identified in section B as being required as part of your Do not modify the names of these classes except for adding your student id to the end of the filename. Other Java files will be needed as part of your solution. All Java code files that are used in this project MUST have your student id appended to the filename. For example, Driver_########.java;
2. include your authorship details at the top of each file in code comments (see item 1 in Section C of this document for details);
3. adhere to the coding standard as identified in the Google Java Style Guide (see Section C of this document for details);
4. ensure that standard console Input/Output are used in all code segments, do not use Swing;
5. ensure that your java code is appropriately modularised for the given problem That is, you need to write appropriate classes and methods to solve the problem;
6. reference all sources that you used for inspiration of your solution as per Section D of this document;
7. Ensure that your java code compiles and runs in Eclipse installed in the SCDMS

B.  Project Details

B(i) - Background information and description

By definition, a shareholder owns one or more shares of stock in a public or private corporation. A shareholder may own shares in one or multiple corporations, this is known as a portfolio. Shares of stock for a corporation are traded (bought and sold) on the stock market where the price of the shares fluctuates due to various influences including supply and demand. A shareholder may engage the services of an agent, commonly known as a broker or stockbroker, to trade shares on their behalf. The stockbroker maintains records of their customers, their portfolios, shares traded, and charges the shareholder a fee for each of the trades they transact on their behalf.

A Sydney stockbroker, Ms Dee Zaster, wants you to create an object-oriented Java program that can be used to maintain records of her customers, their portfolios, shares traded, and to generate portfolio reports.

The specific functional requirements of the Java program required by Dee Zaster are described in section B(ii) of this document. The customer, portfolio and share records are stored in secondary storage in text files. These text files are described in section B(iii) of this document. The Java classes that must be implemented in your Java program are described in section B(iv) of this document, however, other classes may also be needed to solve the program requirements.

B(ii) - Program Requirements/Functionality

The Java program must be menu driven. When the program loads it must first display the following main menu which is used to control program execution:

1. Load Files
2. Update
3. Trade Shares
4. Portfolio Report
5. Save Files
6. Exit Program

Each menu item performs a specific set of tasks and/or displays a sub-menu of options that can be chosen by the user.

Main Menu Item Functionality

The required functionality for each menu item is described as follows: 

1. Load Files – when this menu option is selected the following actions should be performed by the program:
   • read the data from the txt file into either an array or arraylist of Shareholder objects.
   • read the data from the txt file into either an array or arraylist of Portfolio objects.
   • read the data from the txt file into either an array or arraylist of Share objects.

If any of the above files do not exist when attempting to read them the user should be informed of this and given the opportunity to provide an alternate filename that contains the relevant data. This alternate file should then be read into the appropriate array or arraylist.

After successfully reading the three files into memory program control should return to the main menu. See section B(iii) for a description of each text file and section B(iv) for a description of each class.

2. Update – when this menu option is selected a sub-menu is to be displayed that controls which data values can be changed by the The sub-menu items are:
3. Update Share Price
4. Update Customer Phone
5. Return to main menu

The sub-menu items perform the following tasks:

1. Update Share Price – Find the share stock for which the price needs to be changed by searching for the share code within the array or arraylist of Share Once found, enter the new share price and update the share price in the array or arraylist. Share prices must be positive numeric values.
2. Update Customer Phone – Find the customer whose phone number needs changing by searching for the surname and first name within the array or arraylist of shareholder Once found, enter the new phone number and update the phone number in the array or arraylist. Phone numbers must be a 10-digit number starting with 04. Phone numbers are not mandatory.
3. Return to main menu - Return program control to the main menu (do not exit the program)
4. Trade Shares - when this menu option is selected the following actions should be performed by the program:
   • Find the customer for whom shares are to be traded by searching for the surname and first name within the array or arraylist of shareholder
   • Identify which share stock they wish to trade by searching for the share code within the array or arraylist of Share If the customer already owns shares in the chosen corporation, then shares may be either bought or sold. However, if they wish to trade in shares they don’t own then shares may only be bought.
   • determine if the shares are to be bought or sold for the customer, and how many shares
   • transact the trade (ensure your program takes into account all logical validation conditions when doing so).
   • generate an on-screen summary of the trade. The summary of the trade must show the customer name and address, portfolio ID, current date, share code, company name, number of shares bought or sold, share price, total of the Make sure that this is displayed in a clear and logical format on the screen.
5.  Portfolio Report - when this menu option is selected the following actions should be performed:

• Determine if the report is for all customers or for a specific customer
• generate the Portfolio Report for either all customers or the specified The Portfolio Report should have a similar layout to the following example:

PORTFOLIO REPORT for Firstname Surname Address

Portfolio #, Report Date

 6. Save Files – when this menu option is selected the program must write the portfolios data to the Portfolios text file, the customer data to the shareholders text file, and the share data to the shares text Ensure that when writing to each file you use the same output format as indicated in section B(iii) so that the files can be used as input files by the program on next execution. 

 7. Exit Program – the program must terminate when this menu item is selected. The program should not terminate until this option is chosen. If the portfolio, share, or customer data has changed since the last save operation then do not exit the program. Instead, warn the user that changes have been made to the file(s) and that they should choose the Save Files option, then return program control to the mail.

B(iii) - Text files to be processed

The data that is to be manipulated by your Java program for this project is contained in the text files shareholders.txt, portfolios.txt, and shares.txt. Examples of these text files are found in the zip file for the project. As explained in Load Files of section B(ii) the data within these text files will need to be read into memory by your program so that it may be manipulated to solve many aspects of the required functionality of the project. The text files have been created to conform to a particular format. The format for each file is described below:

File: shareholders.txt

This file contains a full record of all Dee Zaster customers (shareholders). Each line within the file represents an individual customer, and has the following format:

Customer ID,Customer Name,Customer Address,Customer Phone,Portfolio ID

where each data item is separated by a comma (,). A brief explanation of each of these data items:

Customer ID:                       a unique numeric identifier for a customer Customer Name:                                    the customer name in the format: firstname surname Customer Address:           the customer address

Customer Phone:               the customer mobile number

Portfolio ID:                          a unique identifier for the customer share portfolio Two (2) shareholders.txt file has been provided in the project zip file.

File: portfolios.txt

This file contains a full record of all portfolios for each customer. Each line within this file represents an individual portfolio of shares for a shareholder, and has the following format:

Portfolio ID,[Sharecode,Number of shares]{n} 

where each data item is separated by a comma (,). Note: A portfolio can have many different share stocks hence the Share Code and Number of shares may be repeated up to 'n' times. A brief explanation of each of these data items:

Portfolio ID:                          a unique identifier for the customer share portfolio

Sharecode:                          code used to identify the share stock

Number of Shares:            the number of shares for the share held Two (2) portfolios.txt file has been provided in the project zip file.

File: shares.txt

This file contains a full record of all shares that can be traded by the stockbroker. Each line within the file represents a share stock, and has the following format:

Sharecode,Company Name,price

where each data item is separated by a comma (,). A brief explanation of each of these data items:

Sharecode:                          code used to identify the share stock Company Name:                                    the name of the company of the share code price:                                                the closing price of the share stock

One (1) shares.txt file has been provided in the project zip file.

B(iv) - Required Classes

To write your solution for this project it is a requirement that you write appropriate code for at least the following java Classes:

• Shareholder
• Portfolio
• Share

These classes are described in general terms as follows:

• Shareholder class: The Shareholder class represents an individual shareholder (customer). The Shareholder class needs data fields for the Customer ID, first name, surname, address, customer phone, portfolio id. Implement appropriate constructors, accessors, and mutators where necessary and other appropriate methods for this class based upon the general requirements of the project specification – that is, you will need to identify if the shareholder class is required to perform any other actions and implement the identified methods in the
• Portfolio class: The Portfolio class represents a collection of one or more shares that an individual shareholder The Portfolio class needs data fields for the Portfolio ID, Share Code, the number of shares. Implement appropriate constructors, accessors, and mutators where necessary and other appropriate methods for this class based upon the general requirements of the project specification – that is, you will need to identify if the portfolio class is required to perform any other actions and implement the identified methods in the class. Note: A portfolio can have up to ‘n’ different share stocks, hence the Share Code and number of shares may need to be stored up to ‘n’ times.
• Share class: The Share class represents an individual share stock that is traded on the stock market by the The Share class needs data fields for the Share Code, the Company name, the Share price. Implement appropriate constructors, accessors, and mutators where necessary and other appropriate methods for this class based upon the general requirements of the project specification – that is, you will need to identify if the share class is required to perform any other actions and implement the identified methods in the class.

These classes must be incorporated into your solution. It is likely that you may also need to write other classes depending upon your solution method.