public SalesReport(List <MLFSIncome> income, List <MLFSSale> sales, List <MLFSDebtorAdjustment> adjustments, List <MLFSBudget> budgets, MLFSAdvisor advisor, MLFSReportingPeriod period)
{
List <MLFSIncome> relevantIncome = income.Where(x => x.AdvisorId == advisor.Id && x.ReportingPeriodId == period.Id).ToList();
List <MLFSDebtorAdjustment> relevantAdjustments = adjustments.Where(x => x.ReportingPeriodId == period.Id && x.Debtor.AdvisorId == advisor.Id).ToList();
Organisation = advisor.Department;
Period = period.Description;
PeriodId = period.Id;
decimal q = period.ReportOrder / 3;
Quarter = period.Quarter;
Advisor = advisor.Fullname;
AdvisorId = advisor.Id;
MLFSBudget budget = budgets.Where(x => x.AdvisorId == advisor.Id && x.ReportingPeriodId == period.Id).FirstOrDefault();
if (budget != null)
{
Budget = budget.Budget;
}
else
{
Budget = 0;
}
New_Business = sales.Where(x => x.AdvisorId == advisor.Id).Distinct().Sum(y => y.NetAmount);
Renewals = relevantIncome.Where(x => !x.IsNewBusiness && !x.IsClawBack).Distinct().Sum(y => y.Amount);
Unallocated = relevantIncome.Where(x => x.IsNewBusiness && !x.IsClawBack && x.MLFSDebtorAdjustment == null).Distinct().Sum(y => y.Amount);
Clawback = relevantIncome.Where(x => x.IsClawBack).Distinct().Sum(y => y.Amount);
NotTakenUp = relevantAdjustments.Where(x => x.NotTakenUp).Distinct().Sum(y => y.Amount);
Adjustment = relevantIncome.Where(x => x.IsAdjustment).Distinct().Sum(y => y.Amount);
Debtors_Adjustment = relevantAdjustments.Where(x => x.ReceiptId == null && !x.NotTakenUp && !x.IsVariance).Distinct().Sum(y => y.Amount);
Debtors_Variance = relevantAdjustments.Where(x => x.IsVariance).Distinct().Sum(y => y.Amount);
Total = New_Business + Adjustment + Renewals + Unallocated + Clawback + NotTakenUp + Debtors_Adjustment + Debtors_Variance;
}
public void Delete(int budgetId)
{
MLFSBudget budget = _context.MLFSBudgets.Find(budgetId);
_context.Entry(budget).State = Microsoft.EntityFrameworkCore.EntityState.Deleted;
_context.SaveChanges();
}
public async Task <IActionResult> Update(int?advisorId, int?reportingPeriodId, string value)
{
if (reportingPeriodId == null)
{
return(NotFound());
}
if (advisorId == null)
{
return(NotFound());
}
if (decimal.TryParse(value, out decimal budget))
{
MLFSReportingPeriod period = await _periodData.GetPeriodById((int)reportingPeriodId);
if (period == null)
{
return(NotFound());
}
List <MLFSBudget> budgets = await _budgetData.GetBudgets(period);
MLFSBudget b = budgets.Where(x => x.AdvisorId == advisorId).FirstOrDefault();
if (b == null)
{
b = new MLFSBudget()
{
AdvisorId = (int)advisorId,
Budget = budget,
ReportingPeriodId = period.Id
};
_budgetData.Insert(b);
}
else
{
b.Budget = budget;
_budgetData.Update(b);
}
return(Ok());
}
else
{
return(NotFound());
}
}
private List <MLFSReportingPeriod> MockEntries()
{
List <MLFSReportingPeriod> periods = new List <MLFSReportingPeriod>();
for (int i = 1; i < 4; i++)
{
MLFSReportingPeriod period = new MLFSReportingPeriod(i, 2020)
{
Id = i
};
periods.Add(period);
}
MLFSAdvisor advisor = new MLFSAdvisor()
{
Id = 1,
FirstName = "Geoff",
LastName = "Smith"
};
List <MLFSIncome> income = new List <MLFSIncome>();
MLFSIncome inc = new MLFSIncome()
{
Id = 1,
IOReference = "123456",
Advisor = advisor,
AdvisorId = advisor.Id,
Organisation = "FPP",
ReportingPeriodId = periods[0].Id,
ReportingPeriod = periods[0],
RelevantDate = DateTime.Now,
ClientOnBoardDate = DateTime.Now.AddMonths(-2),
ClientId = "234",
Amount = 100,
PlanNumber = "9876"
};
income.Add(inc);
MLFSIncome inc2 = new MLFSIncome()
{
Id = 2,
IOReference = "1234567",
Advisor = advisor,
AdvisorId = advisor.Id,
Organisation = "MLFS",
ReportingPeriodId = periods[0].Id,
ReportingPeriod = periods[0],
RelevantDate = DateTime.Now,
ClientOnBoardDate = DateTime.Now.AddMonths(-2),
ClientId = "345",
Amount = 100,
PlanNumber = "9877"
};
income.Add(inc2);
List <MLFSBudget> budgets = new List <MLFSBudget>();
MLFSBudget budget = new MLFSBudget()
{
Id = 9,
Advisor = advisor,
AdvisorId = advisor.Id,
Budget = (decimal)20000,
ReportingPeriodId = periods[0].Id,
ReportingPeriod = periods[0]
};
budgets.Add(budget);
periods[0].Receipts = income;
periods[0].Budgets = budgets;
return(periods);
}
public void Update(MLFSBudget budget)
{
_context.Entry(budget).State = EntityState.Modified;
_context.SaveChanges();
}
public void Insert(MLFSBudget budget)
{
_context.MLFSBudgets.Add(budget);
_context.SaveChanges();
}
public async Task <MLFSBudget> GetById(string id)
{
MLFSBudget budget = await _context.MLFSBudgets.FindAsync(id);
return(budget);
}
