private Entities.Budget CloneBudget(Entities.Budget source, int workbookId,
DateTime periodStartDate, DateTime periodEndDate)
{
// If there is no old budget (i.e. this is the first one we're creating),
// then there's nothing to clone - create a new one.
//
if (source == null)
{
return(this.CreateNewBudget(workbookId, periodStartDate, periodEndDate));
}
source.BudgetItemList = this.budgetItemRepository
.GetList(q => q.Where(x => x.Budget.Id == source.Id))
.ToList();
// Generate actual amounts for the old budget - because we'll use those to
// populate the budgeted amounts for the new budget.
//
var actualAmountDictionary = this.financeTransactionRepository
.GetFor <IDictionary <int, decimal> >(
q => q
.Where(x => x.Workbook.Id == source.Workbook.Id &&
x.TransactionDate >= source.PeriodStartDate &&
x.TransactionDate <= source.PeriodEndDate)
.Select(x => new { x.BudgetHeading.Id, x.Amount })
.ToList()
.GroupBy(x => x.Id)
.ToDictionary(x => x.Key, x => x.Select(y => y.Amount).Sum()));
var budget = new Entities.Budget
{
Workbook = source.Workbook,
PeriodStartDate = periodStartDate,
PeriodEndDate = periodEndDate,
BudgetItemList = source.BudgetItemList
.Select(x => new Entities.BudgetItem
{
BudgetHeading = x.BudgetHeading,
Amount =
actualAmountDictionary.ContainsKey(x.BudgetHeading.Id)
? actualAmountDictionary[x.BudgetHeading.Id]
: 0
})
.ToList()
};
HandleAnnualizedAndSurplus(source, budget, actualAmountDictionary);
return(budget);
}
private static void HandleAnnualizedAndSurplus(Entities.Budget oldBudget, Entities.Budget newBudget,
IDictionary <int, decimal> actualAmountDictionary)
{
// Annualized headings and surplus/deficit items need special care.
// Surplus/deficit on annualized headings don't contribute to the overall surplus, they
// are handled individually.
var oldAnnualizedItems = oldBudget.BudgetItemList.Where(x => x.BudgetHeading.IsAnnualized);
decimal overallSurplusToSubtract = 0;
foreach (var oldAnnualizedItem in oldAnnualizedItems)
{
var actualAmount = actualAmountDictionary.ContainsKey(oldAnnualizedItem.BudgetHeading.Id)
? actualAmountDictionary[oldAnnualizedItem.BudgetHeading.Id]
: 0;
var surplus = oldAnnualizedItem.Amount - actualAmount;
var newAnnualizedItem = newBudget.BudgetItemList.FirstOrDefault(
x => x.BudgetHeading.Id == oldAnnualizedItem.BudgetHeading.Id);
if (newAnnualizedItem == null)
{
continue;
}
newAnnualizedItem.Amount += surplus;
overallSurplusToSubtract += surplus;
}
var oldEndingSurplus = oldBudget.BudgetItemList
.Where(x => x.BudgetHeading.IsEndingSurplus)
.Select(x => x.Amount)
.Sum();
oldEndingSurplus -= overallSurplusToSubtract;
var newBeginningSurplusItem =
newBudget.BudgetItemList.FirstOrDefault(x => x.BudgetHeading.IsBeginningSurplus);
if (newBeginningSurplusItem != null)
{
newBeginningSurplusItem.Amount = oldEndingSurplus;
}
newBudget.BudgetItemList
.Where(x => x.BudgetHeading.IsEndingSurplus)
.ForEach(x => x.Amount = 0);
}
public Budget GetBudget(string userName, int id)
{
this.logger.Verbose(string.Format("Retrieving budget {0} for user {1}...", id, userName));
Entities.Budget budgetEntity = null;
IDictionary <int, decimal> actualAmountDictionary = null;
try
{
this.Database.With(
this.budgetRepository,
this.budgetItemRepository,
this.financeTransactionRepository).Execute(
unit =>
{
budgetEntity = this.budgetRepository.Get(id);
budgetEntity.BudgetItemList = this.budgetItemRepository
.GetList(q => q.Where(x => x.Budget.Id == id).ToList())
.ToList();
// Actual amounts are calculated on the fly from transactions within the
// same workbook that fall within the budget period. Each transaction has
// a budget heading.
//
actualAmountDictionary = this.financeTransactionRepository
.GetFor <IDictionary <int, decimal> >(
q => q
.Where(x => x.Workbook.Id == budgetEntity.Workbook.Id &&
x.TransactionDate >= budgetEntity.PeriodStartDate &&
x.TransactionDate <= budgetEntity.PeriodEndDate)
.Select(x => new { x.BudgetHeading.Id, x.Amount })
.ToList()
.GroupBy(x => x.Id)
.ToDictionary(x => x.Key, x => x.Select(y => y.Amount).Sum()));
});
}
catch (Exception ex)
{
ex.WrapLogAndThrow <ServiceException, ServiceErrorCodes>(ServiceErrorCodes.GetBudgetError);
}
Debug.Assert(budgetEntity != null);
this.authorizationService.Authorize(userName, budgetEntity.Workbook.Id);
return(budgetEntity.ToDc(actualAmountDictionary));
}
public static Budget ToDc(this Entities.Budget entity, IDictionary <int, decimal> actualAmountDictionary)
{
var budget = new Budget
{
WorkbookId = entity.Workbook.Id,
Id = entity.Id,
BudgetName = entity.PeriodStartDate.ToString("MM/dd/yyyy") + " - " + entity.PeriodEndDate.ToString("MM/dd/yyyy"),
BudgetItemList = entity.BudgetItemList
.Select(x => new BudgetItem
{
Id = x.Id,
IsMoneyComingIn = x.BudgetHeading.BudgetHeadingType.IsMoneyComingIn,
BudgetHeading = x.BudgetHeading.Name,
BudgetHeadingType = x.BudgetHeading.BudgetHeadingType.Name,
BudgetAmount = x.Amount,
ActualAmount =
actualAmountDictionary.ContainsKey(x.BudgetHeading.Id)
? actualAmountDictionary[x.BudgetHeading.Id]
: 0
})
.OrderBy(x => x.IsMoneyComingIn ? 1 : 2)
.ThenBy(x => x.BudgetHeadingType)
.ThenBy(x => x.BudgetHeading)
.ToList()
};
budget.BudgetHeadingList = budget.BudgetItemList
.Select(x => x.BudgetHeading)
.Distinct()
.ToList();
budget.BudgetHeadingTypeList = budget.BudgetItemList
.Select(x => x.BudgetHeadingType)
.Distinct()
.ToList();
return(budget);
}