data models

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

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+package com.wellsfargo.counselor.entity;
+
+
+import jakarta.persistence.Column;
+import jakarta.persistence.Entity;
+import jakarta.persistence.GeneratedValue;
+import jakarta.persistence.Id;
+import jakarta.persistence.JoinColumn;
+import jakarta.persistence.ManyToOne;
+
+@Entity
+public class Client {
+
+    @Id
+    @GeneratedValue()
+    private long clientId;
+
+    @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;
+
+    @ManyToOne
+    @JoinColumn(name = "advisor_id")
+    private Advisor advisor;
+
+    protected Client() {
+
+    }
+
+    public Client(String firstName, String lastName, String address, String phone, String email, Advisor advisor) {
+        this.firstName = firstName;
+        this.lastName = lastName;
+        this.address = address;
+        this.phone = phone;
+        this.email = email;
+        this.advisor = advisor;
+    }
+
+    public long getClientId() {
+        return clientId;
+    }
+
+    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 Advisor getAdvisor() {
+        return advisor;
+    }
+
+    public void setAdvisor(Advisor advisor) {
+        this.advisor = advisor;
+    }
+}

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

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+package com.wellsfargo.counselor.entity;
+
+
+import jakarta.persistence.Column;
+import jakarta.persistence.Entity;
+import jakarta.persistence.GeneratedValue;
+import jakarta.persistence.Id;
+import jakarta.persistence.JoinColumn;
+import jakarta.persistence.ManyToOne;
+import java.util.Date;
+
+@Entity
+public class Portfolio {
+
+    @Id
+    @GeneratedValue()
+    private long portfolioId;
+
+    @Column(nullable = false)
+    private String portfolioName;
+
+    @Column(nullable = false)
+    private Date createdAt;
+
+    @ManyToOne
+    @JoinColumn(name = "client_id")
+    private Client client;
+
+    protected Portfolio() {
+
+    }
+
+    public Portfolio(String portfolioName, Date createdAt, Client client) {
+        this.portfolioName = portfolioName;
+        this.createdAt = createdAt;
+        this.client = client;
+    }
+
+    public long getPortfolioId() {
+        return portfolioId;
+    }
+
+    public String getPortfolioName() {
+        return portfolioName;
+    }
+
+    public void setPortfolioName(String portfolioName) {
+        this.portfolioName = portfolioName;
+    }
+
+    public Date getCreatedAt() {
+        return createdAt;
+    }
+
+    public void setCreatedAt(Date createdAt) {
+        this.createdAt = createdAt;
+    }
+
+    public Client getClient() {
+        return client;
+    }
+
+    public void setClient(Client client) {
+       this.client = client;
+    }
+}

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

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+package com.wellsfargo.counselor.entity;
+
+
+import jakarta.persistence.Column;
+import jakarta.persistence.Entity;
+import jakarta.persistence.GeneratedValue;
+import jakarta.persistence.Id;
+import jakarta.persistence.JoinColumn;
+import jakarta.persistence.ManyToOne;
+import java.util.Date;
+import java.math.BigDecimal;
+
+
+@Entity
+public class Security {
+
+    @Id
+    @GeneratedValue()
+    private long securityId;
+
+    @Column(nullable = false)
+    private String name;
+
+    @Column(nullable = false)
+    private String category;
+
+    @Column(nullable = false)
+    private Date purchaseDate;
+
+    @Column(nullable = false, precision = 10, scale = 2)
+    private BigDecimal purchasePrice;
+
+    @Column(nullable = false, precision = 15, scale = 4)
+    private BigDecimal quantity;
+
+    @ManyToOne
+    @JoinColumn(name = "portfolio_id")
+    private Portfolio portfolio;
+
+    protected Security() {
+
+    }
+
+    public Security(String name, Date purchaseDate, String category, BigDecimal purchasePrice, BigDecimal quantity, Portfolio portfolio) {
+        this.name = name;
+        this.purchaseDate = purchaseDate;
+        this.category = category;
+        this.purchasePrice = purchasePrice;
+        this.quantity = quantity
+        this.portfolio = portfolio
+    }
+
+    public long getSecurityId() {
+        return securityId;
+    }
+
+    public String getName() {
+        return name;
+    }
+
+    public void setName(String name) {
+        this.name = name;
+    }
+
+    public String getCategory() {
+        return category;
+    }
+
+    public void setCategory(String category) {
+        this.category = category;
+    }
+
+    public Date getPurchaseDate() {
+        return purchaseDate;
+    }
+
+    public void setPurchaseDate(Date purchaseDate) {
+        this.purchaseDate = purchaseDate;
+    }
+
+    public BigDecimal getPurchasePrice() {
+        return purchasePrice;
+    }
+
+    public void setPurchasePrice(BigDecimal purchasePrice) {
+        this.purchasePrice = purchasePrice;
+    }
+
+    public BigDecimal getQuantity() {
+        return quantity;
+    }
+
+    public void setQuantity(BigDecimal quantity) {
+        this.quantity = quantity;
+    }
+
+    public Portfolio getPortfolio() {
+        return portfolio;
+    }
+
+    public void setPortfolio(Portfolio portfolio) {
+        this.portfolio = portfolio;
+    }
+}