/// <summary>
/// Calculates policy value based on its type
/// </summary>
/// <param name="policy">The policy</param>
/// <param name="type">The policy type</param>
private static decimal CalculatePolicyValue(Models.Policy policy, Models.PolicyType type)
{
var managementFee = 0m;
var uplift = 0m;
var bonus = 0m;
switch (type)
{
case Models.PolicyType.A:
managementFee = (decimal)Models.ManagementFee.A / 100;
uplift = (decimal)policy.UpliftPerecentage / 100 + 1;
if (policy.PolicyStartDate < new DateTime(1990, 01, 01))
{
bonus = policy.DiscretionaryBonus;
}
return(Math.Round(((policy.Premiums - (policy.Premiums * managementFee) + bonus) * uplift), 2));
break;
case Models.PolicyType.B:
managementFee = (decimal)Models.ManagementFee.B / 100;
uplift = (decimal)policy.UpliftPerecentage / 100 + 1;
if (policy.Membership)
{
bonus = policy.DiscretionaryBonus;
}
return(Math.Round(((policy.Premiums - (policy.Premiums * managementFee) + bonus) * uplift), 2));
break;
case Models.PolicyType.C:
managementFee = (decimal)Models.ManagementFee.C / 100;
uplift = (decimal)policy.UpliftPerecentage / 100 + 1;
if ((policy.PolicyStartDate >= new DateTime(1990, 01, 01)) && (policy.Membership))
{
bonus = policy.DiscretionaryBonus;
}
return(Math.Round(((policy.Premiums - (policy.Premiums * managementFee) + bonus) * uplift), 2));
break;
default:
return(0m);
break;
}
}
static void Main(string[] args)
{
const int colNumber = 6; // Number of columns in the perceived CSV table
List <string> policyNumbers = new List <string>();
List <decimal> maturityValues = new List <decimal>();
string selectedPath = "";
FolderBrowserDialog fbd = new FolderBrowserDialog();
if (fbd.ShowDialog() == DialogResult.OK)
{
Console.WriteLine("Contents of selected folder. Please select .csv file to read!");
foreach (var path in Directory.GetFiles(selectedPath = fbd.SelectedPath))
{
//Console.WriteLine(path); // full path
Console.WriteLine(System.IO.Path.GetFileName(path)); // file name
}
string[] csvFiles = System.IO.Directory.GetFiles(fbd.SelectedPath, "*.csv");
Console.WriteLine("");
foreach (var csvFile in csvFiles)
{
Console.WriteLine(csvFile);
}
Console.WriteLine("");
Console.WriteLine("Please type in the name of the .csv file.");
}
else
{
Console.WriteLine("Error with folder dialogue window");
}
string filename = Console.ReadLine();
var pathAndFlename = Path.Combine(fbd.SelectedPath, filename);
Console.WriteLine(File.Exists(pathAndFlename) ? "File exists." : "File does not exist.");
if (File.Exists(pathAndFlename))
{
var csvList = HandleCsvFile(pathAndFlename);
// Map CSV data to model, here. If files arrived with or without headings, extra logic would be used. Omitted for now
var policyList = new List <Models.Policy>();
/* the Policy List is going to contain as many policies as there are lines of data in the CSV file. This number
* is the total number of data items in the file, divided by the number of columns minus 1 for the headers line */
var rows = csvList.Count() / colNumber - 1; // .. in our case 60 items divided by 6 (10) minus the header line, that is 9 rows
var rowCounter = 0;
var itemCounter = 0;
var rowArray = new ArrayList();
foreach (var item in csvList)
{
if (rowCounter > 0) // skip header row
{
rowArray.Add(item); // Store data item in the array. After having read a row, this array will look like this:
// { A100001,01/06/1986,10000,Y,1000,40 }
}
itemCounter++;
if (rowCounter > 0 && itemCounter == colNumber) // we've just filled the array with a row of data
{
var policyNumber = (string)rowArray[0];
string myString = rowArray[1].ToString();
DateTime policyStartDate = DateTime.ParseExact(myString, "dd/MM/yyyy", null).Date;
var premiums = Convert.ToInt32(rowArray[2]);
var membership = (rowArray[3].ToString() == "Y");
var discretionaryBonus = Convert.ToInt32(rowArray[4]);
var upliftPerecentage = Convert.ToDecimal(rowArray[5]);
Models.Policy policy = new Models.Policy()
{
PolicyNumber = policyNumber,
PolicyStartDate = policyStartDate,
Premiums = premiums,
Membership = membership,
DiscretionaryBonus = discretionaryBonus,
UpliftPerecentage = upliftPerecentage
};
policyList.Add(policy);
rowArray.Clear(); // empty the array to prepare it for next use with a new row
}
if (itemCounter == colNumber) // when itemCounter gets to (e.g.) 5, 6 items would have been read, or, one row
{
itemCounter = 0; // reset the item counter
rowCounter++; // increase the row counter
}
}
// Display the policy list, partly as an indication that the CSV file process is done....
Console.WriteLine("Policy Start Date Premiums Memb. Bonus Uplifting");
foreach (var item in policyList)
{
Console.WriteLine(item.PolicyNumber + " " + item.PolicyStartDate.ToString("d") + " " + item.Premiums +
" " + item.Membership + ((item.Membership) ? " " : " ") +
item.DiscretionaryBonus +
" " + item.UpliftPerecentage);
// ... and then calculate the value for each of them
var value = 0m;
// First find out what Policy Type we have, by dissecting the Policy Number
switch (item.PolicyNumber[0])
{
case (char)Models.PolicyType.A:
// its an A type. Calculate as such
value = CalculatePolicyValue(item, Models.PolicyType.A);
break;
case (char)Models.PolicyType.B:
// its a B type
value = CalculatePolicyValue(item, Models.PolicyType.B);
break;
case (char)Models.PolicyType.C:
// its a C type
value = CalculatePolicyValue(item, Models.PolicyType.C);
break;
}
policyNumbers.Add(item.PolicyNumber);
maturityValues.Add(value);
}
Console.WriteLine("Hit Enter to generate XML file!");
Console.ReadLine();
}
else
{
Console.WriteLine("You have not entered a filename, or file does not exist. Press any key to exit");
Console.ReadLine();
}
if (policyNumbers.Count > 0 && maturityValues.Count > 0)
{
var xmlFilenamePath = Path.Combine(selectedPath, "MaturityValues.xml");
WriteToXml(policyNumbers, maturityValues, xmlFilenamePath);
}
}