Implemented JPA entities and relationships for financial advisor data…

pom.xml

@@ -14,7 +14,7 @@
     <name>wells-fargo-task-2</name>
     <description>wells-fargo-task-2</description>
     <properties>
-        <java.version>19</java.version>
+        <java.version>17</java.version>
     </properties>
     <dependencies>
         <dependency>

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

@@ -0,0 +1,55 @@
+package com.wellsfargo.counselor.entity;
+
+import jakarta.persistence.*;
+
+@Entity
+public class Client {
+
+    @Id
+    @GeneratedValue(strategy = GenerationType.IDENTITY)
+    private Long clientId;
+
+    private String name;
+    private String email;
+    private String phone;
+    private String createdAt;
+
+    @ManyToOne
+    @JoinColumn(name = "advisor_id")
+    private FinancialAdvisor advisor;
+
+    @OneToOne(mappedBy = "client")
+    private Portfolio portfolio;
+
+    public Client() {}
+
+    public Client(Long clientId, String name, String email, String phone, String createdAt) {
+        this.clientId = clientId;
+        this.name = name;
+        this.email = email;
+        this.phone = phone;
+        this.createdAt = createdAt;
+    }
+
+    // Getters & Setters
+    public Long getClientId() { return clientId; }
+    public void setClientId(Long clientId) { this.clientId = clientId; }
+
+    public String getName() { return name; }
+    public void setName(String name) { this.name = name; }
+
+    public String getEmail() { return email; }
+    public void setEmail(String email) { this.email = email; }
+
+    public String getPhone() { return phone; }
+    public void setPhone(String phone) { this.phone = phone; }
+
+    public String getCreatedAt() { return createdAt; }
+    public void setCreatedAt(String createdAt) { this.createdAt = createdAt; }
+
+    public FinancialAdvisor getAdvisor() { return advisor; }
+    public void setAdvisor(FinancialAdvisor advisor) { this.advisor = advisor; }
+
+    public Portfolio getPortfolio() { return portfolio; }
+    public void setPortfolio(Portfolio portfolio) { this.portfolio = portfolio; }
+}

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

@@ -0,0 +1,49 @@
+package com.wellsfargo.counselor.entity;
+
+import jakarta.persistence.*;
+import java.util.List;
+
+@Entity
+public class FinancialAdvisor {
+
+    @Id
+    @GeneratedValue(strategy = GenerationType.IDENTITY)
+    private Long advisorId;
+
+    private String name;
+    private String email;
+    private String phone;
+    private String createdAt;
+
+    @OneToMany(mappedBy = "advisor")
+    private List<Client> clients;
+
+    public FinancialAdvisor() {}
+
+    public FinancialAdvisor(Long advisorId, String name, String email, String phone, String createdAt) {
+        this.advisorId = advisorId;
+        this.name = name;
+        this.email = email;
+        this.phone = phone;
+        this.createdAt = createdAt;
+    }
+
+    // Getters & Setters
+    public Long getAdvisorId() { return advisorId; }
+    public void setAdvisorId(Long advisorId) { this.advisorId = advisorId; }
+
+    public String getName() { return name; }
+    public void setName(String name) { this.name = name; }
+
+    public String getEmail() { return email; }
+    public void setEmail(String email) { this.email = email; }
+
+    public String getPhone() { return phone; }
+    public void setPhone(String phone) { this.phone = phone; }
+
+    public String getCreatedAt() { return createdAt; }
+    public void setCreatedAt(String createdAt) { this.createdAt = createdAt; }
+
+    public List<Client> getClients() { return clients; }
+    public void setClients(List<Client> clients) { this.clients = clients; }
+}

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

@@ -0,0 +1,41 @@
+package com.wellsfargo.counselor.entity;
+
+import jakarta.persistence.*;
+import java.util.List;
+
+@Entity
+public class Portfolio {
+
+    @Id
+    @GeneratedValue(strategy = GenerationType.IDENTITY)
+    private Long portfolioId;
+
+    private String createdAt;
+
+    @OneToOne
+    @JoinColumn(name = "client_id")
+    private Client client;
+
+    @OneToMany(mappedBy = "portfolio")
+    private List<Security> securities;
+
+    public Portfolio() {}
+
+    public Portfolio(Long portfolioId, String createdAt) {
+        this.portfolioId = portfolioId;
+        this.createdAt = createdAt;
+    }
+
+    // Getters & Setters
+    public Long getPortfolioId() { return portfolioId; }
+    public void setPortfolioId(Long portfolioId) { this.portfolioId = portfolioId; }
+
+    public String getCreatedAt() { return createdAt; }
+    public void setCreatedAt(String createdAt) { this.createdAt = createdAt; }
+
+    public Client getClient() { return client; }
+    public void setClient(Client client) { this.client = client; }
+
+    public List<Security> getSecurities() { return securities; }
+    public void setSecurities(List<Security> securities) { this.securities = securities; }
+}

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

@@ -0,0 +1,54 @@
+package com.wellsfargo.counselor.entity;
+
+import jakarta.persistence.*;
+
+@Entity
+public class Security {
+
+    @Id
+    @GeneratedValue(strategy = GenerationType.IDENTITY)
+    private Long securityId;
+
+    private String name;
+    private String category;
+    private String purchaseDate;
+    private Double purchasePrice;
+    private Integer quantity;
+
+    @ManyToOne
+    @JoinColumn(name = "portfolio_id")
+    private Portfolio portfolio;
+
+    public Security() {}
+
+    public Security(Long securityId, String name, String category, String purchaseDate, Double purchasePrice, Integer quantity) {
+        this.securityId = securityId;
+        this.name = name;
+        this.category = category;
+        this.purchaseDate = purchaseDate;
+        this.purchasePrice = purchasePrice;
+        this.quantity = quantity;
+    }
+
+    // Getters & Setters
+    public Long getSecurityId() { return securityId; }
+    public void setSecurityId(Long securityId) { this.securityId = 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 String getPurchaseDate() { return purchaseDate; }
+    public void setPurchaseDate(String purchaseDate) { this.purchaseDate = purchaseDate; }
+
+    public Double getPurchasePrice() { return purchasePrice; }
+    public void setPurchasePrice(Double purchasePrice) { this.purchasePrice = purchasePrice; }
+
+    public Integer getQuantity() { return quantity; }
+    public void setQuantity(Integer quantity) { this.quantity = quantity; }
+
+    public Portfolio getPortfolio() { return portfolio; }
+    public void setPortfolio(Portfolio portfolio) { this.portfolio = portfolio; }
+}