public async Task <ActionResult> Edit(InvestmentDetail investmentDetail)
{
if (ModelState.IsValid)
{
var isRecurring = db.SubCategories.Where(x => x.SubCategoryId == investmentDetail.SubCategoryId).FirstOrDefault();
if (isRecurring.StartDate != null && isRecurring.EndDate != null)
{
var yearsDiff = DateTime.Today.Year - isRecurring.StartDate.Value.Year;
if (yearsDiff == 0)
{
investmentDetail.MonthsPassed = DateTime.Today.Month - isRecurring.StartDate.Value.Month;
}
else
{
investmentDetail.MonthsPassed = (yearsDiff * 12) + (DateTime.Today.Month - isRecurring.StartDate.Value.Month);
}
}
else if (isRecurring.Frequency == Utility.Enumerations.Frequency.Once)
{
investmentDetail.MonthsPassed = 1;
}
investmentDetail.AmountAccumulated = isRecurring.ExpectedAmount * investmentDetail.MonthsPassed;
db.Entry(investmentDetail).State = EntityState.Modified;
await db.SaveChangesAsync();
return(Redirect(Request.UrlReferrer.PathAndQuery));
//return RedirectToAction("Edit", "MonthlyPlanner", new { planId = investmentDetail.planId });
}
return(RedirectToAction("ListIndex", "MonthlyPlanner"));
}
public async Task <ActionResult> Create([Bind(Include = "InvestmentId,ActualAmount,SubCategoryId,DebitDate,ForMonth,FinancialYear")] InvestmentDetail investmentDetail)
{
if (ModelState.IsValid)
{
var isRecurring = db.SubCategories.Where(x => x.SubCategoryId == investmentDetail.SubCategoryId).FirstOrDefault();
if (isRecurring.StartDate != null && isRecurring.EndDate != null)
{
var yearsDiff = DateTime.Today.Year - isRecurring.StartDate.Value.Year;
if (yearsDiff == 0)
{
investmentDetail.MonthsPassed = DateTime.Today.Month - isRecurring.StartDate.Value.Month;
}
else
{
investmentDetail.MonthsPassed = (yearsDiff * 12) + (DateTime.Today.Month - isRecurring.StartDate.Value.Month);
}
}
else if (isRecurring.Frequency == Utility.Enumerations.Frequency.Once)
{
investmentDetail.MonthsPassed = 1;
}
investmentDetail.AmountAccumulated = isRecurring.ExpectedAmount * investmentDetail.MonthsPassed;
db.InvestmentDetails.Add(investmentDetail);
await db.SaveChangesAsync();
return(RedirectToAction("Index"));
}
return(View(investmentDetail));
}
public async Task <ActionResult> DeleteConfirmed(int id)
{
InvestmentDetail investmentDetail = await db.InvestmentDetails.FindAsync(id);
db.InvestmentDetails.Remove(investmentDetail);
await db.SaveChangesAsync();
return(RedirectToAction("Index"));
}
protected void Button1_Click(object sender, EventArgs e)
{
InvestmentDetail app = new InvestmentDetail();
app.addInvestment(int.Parse(investment_required.Text), int.Parse(cash_required.Text), int.Parse(royalty.Text), training_assist.Text, int.Parse(franchiseid.Text), int.Parse(uid.Text));
msg.Visible = true;
msg.Text = "Investment Detail added Submitted successfully";
msg.ForeColor = Color.Green;
}
// GET: InvestmentDetails/Details/5
public async Task <ActionResult> Details(int?id)
{
if (id == null)
{
return(new HttpStatusCodeResult(HttpStatusCode.BadRequest));
}
InvestmentDetail investmentDetail = await db.InvestmentDetails.FindAsync(id);
if (investmentDetail == null)
{
return(HttpNotFound());
}
return(View(investmentDetail));
}
protected void Button1_Click(object sender, EventArgs e)
{
try
{
InvestmentDetail editinvestment = new InvestmentDetail();
int id = Convert.ToInt16(Request.QueryString["id"]);
editinvestment.editInvestment(int.Parse(investment_required.Text), int.Parse(cash_required.Text), int.Parse(royalty.Text), training_assist.Text, id);
msg.Visible = true;
msg.Text = "Franchise Updated successfully";
msg.ForeColor = Color.Green;
}
catch (Exception ex)
{
ltrmsg.Text = ex.Message;
}
}
protected void btnDelete_Click(object sender, EventArgs e)
{
if (Request.QueryString["id"] != null)
{
string data = "select * from investment_details where fid='" + Request.QueryString["id"] + "'";
SqlDataAdapter da = new SqlDataAdapter(data, db.con);
DataSet ds = new DataSet();
da.Fill(ds, "application");
DataTable dt = ds.Tables[0];
DataRow dr = dt.Rows[0];
aid.Text = dr["id"].ToString();
}
InvestmentDetail app = new InvestmentDetail();
app.deleteInvestment(Convert.ToInt32(aid.Text));
msg.Visible = true;
msg.Text = "Data deleted";
msg.ForeColor = Color.Green;
}
// GET: InvestmentDetails/Edit/5
public async Task <ActionResult> Edit(int?id)
{
if (id == null)
{
return(new HttpStatusCodeResult(HttpStatusCode.BadRequest));
}
InvestmentDetail investmentDetail = await db.InvestmentDetails.FindAsync(id);
var items = db.SubCategories.Where(x => x.ParentCategoryId == 3).ToList();
if (items != null)
{
ViewBag.SubCategories = items;
}
if (investmentDetail == null)
{
return(HttpNotFound());
}
return(View(investmentDetail));
}
/// <summary>
/// Retrieve a security account for editing
/// </summary>
public void Detail(int id)
{
InvestmentDetail record = Database.QueryOne <InvestmentDetail>("Account.*, AcctType, SUM(Amount) AS CashBalance",
"WHERE idAccount = " + id,
"Account", "Journal");
record.CurrentBalance = record.CashBalance - Database.QueryOne("SELECT SUM(Amount) AS Future FROM Journal JOIN Document ON idDocument = DocumentId WHERE AccountId = "
+ id + " AND DocumentDate > " + Database.Quote(Utils.Today)).AsDecimal("Future");
record.Value = Database.QueryOne("SELECT Value FROM (" + AccountValue(Database, Utils.Today) + ") AS V WHERE ParentAccountid = " + id).AsDecimal("Value");
if (record.Id == null)
{
record.AccountTypeId = (int)AcctType.Investment;
}
else
{
checkAcctType(record.AccountTypeId, AcctType.Investment);
Title += " - " + record.AccountName;
}
Record = record;
}
public InvestmentDetail2 GetInvestmentDetail(int investmentId)
{
InvestmentDetail investmentDetail = db.InvestmentDetails.Where(x => x.InvestmentId == investmentId).FirstOrDefault();
if (investmentDetail == null)
{
throw new HttpResponseException(HttpStatusCode.NotFound);
}
InvestmentDetail2 returnDetail = new InvestmentDetail2();
returnDetail.Id = investmentDetail.Id;
returnDetail.InvestmentId = investmentDetail.InvestmentId;
returnDetail.CostBasisPerShare = investmentDetail.CostBasisPerShare;
returnDetail.CurrentPrice = investmentDetail.CurrentPrice;
returnDetail.Shares = investmentDetail.Shares;
returnDetail.PurchaseDate = investmentDetail.PurchaseDate;
returnDetail.CurrentValue = InvestmentHelper.GetCurrentValue(returnDetail.Shares, returnDetail.CurrentPrice);
returnDetail.Term = InvestmentHelper.GetTerm(returnDetail.PurchaseDate);
returnDetail.NetGainLoss = InvestmentHelper.GetNetGainLoss(returnDetail.CurrentValue, returnDetail.Shares, returnDetail.CostBasisPerShare);
return(returnDetail);
}
public ProfileController(UserLevel clubConnect, QuickVotes voteConnect, InvestmentDetail investConnect)
{
_clubConnect = clubConnect;
_voteConnect = voteConnect;
_investmentDetail = investConnect;
}
public static void Initialize(IServiceProvider service)
{
using (var context = new InvestmentContext(
service.GetRequiredService <DbContextOptions <InvestmentContext> >()))
{
Random rand = new Random();
var inv1 = new Investment()
{
Id = 1,
UserId = 100,
Name = "APPL",
TimeOfPurchase = DateTime.Now
};
var inv2 = new Investment()
{
Id = 2,
UserId = 100,
Name = "TSLA",
TimeOfPurchase = DateTime.Now
};
var inv3 = new Investment()
{
Id = 3,
UserId = 100,
Name = "NKE",
TimeOfPurchase = DateTime.Now
};
var inv1Detail = new InvestmentDetail()
{
SystemId = 100,
InvestmentId = 1,
Shares = rand.Next(1, 20),
CostBasisPerShare = Math.Round(rand.NextDouble() * 500, 2),
CurrentPrice = 0,
CurrentValue = 0,
Term = 0,
NetValuation = 0
};
var inv2Detail = new InvestmentDetail()
{
SystemId = 101,
InvestmentId = 2,
Shares = rand.Next(1, 20),
CostBasisPerShare = Math.Round(rand.NextDouble() * 500, 2),
CurrentPrice = 0,
CurrentValue = 0,
Term = 0,
NetValuation = 0
};
var inv3Detail = new InvestmentDetail()
{
SystemId = 102,
InvestmentId = 3,
Shares = rand.Next(1, 20),
CostBasisPerShare = Math.Round(rand.NextDouble() * 500, 2),
CurrentPrice = 0,
CurrentValue = 0,
Term = 1,
NetValuation = 0
};
inv1Detail.CurrentPrice = InvestmentCalculator.GeneratePrice(inv1Detail.CostBasisPerShare);
inv1Detail.CurrentValue = InvestmentCalculator.DetermineValue(inv1Detail.Shares, inv1Detail.CurrentPrice);
inv1Detail.NetValuation = InvestmentCalculator.DetermineNetValuation(inv1Detail.CurrentValue,
inv1Detail.Shares,
inv1Detail.CostBasisPerShare);
inv2Detail.CurrentPrice = InvestmentCalculator.GeneratePrice(inv2Detail.CostBasisPerShare);
inv2Detail.CurrentValue = InvestmentCalculator.DetermineValue(inv2Detail.Shares, inv2Detail.CurrentPrice);
inv2Detail.NetValuation = InvestmentCalculator.DetermineNetValuation(inv2Detail.CurrentValue,
inv2Detail.Shares,
inv2Detail.CostBasisPerShare);
inv3Detail.CurrentPrice = InvestmentCalculator.GeneratePrice(inv3Detail.CostBasisPerShare);
inv3Detail.CurrentValue = InvestmentCalculator.DetermineValue(inv3Detail.Shares, inv3Detail.CurrentPrice);
inv3Detail.NetValuation = InvestmentCalculator.DetermineNetValuation(inv3Detail.CurrentValue,
inv3Detail.Shares,
inv3Detail.CostBasisPerShare);
context.Investments.Add(inv1);
context.Investments.Add(inv2);
context.Investments.Add(inv3);
context.InvestmentDetails.Add(inv1Detail);
context.InvestmentDetails.Add(inv2Detail);
context.InvestmentDetails.Add(inv3Detail);
context.SaveChanges();
}
}
public ActionResult Create(MonthlyPlannerViewModel model)
{
ViewBag.Years = new SelectList(Enumerable.Range(DateTime.Today.Year, 20).Select(x =>
new SelectListItem()
{
Text = x.ToString() + "-" + (x + 1).ToString(),
Value = x.ToString() + "-" + (x + 1).ToString()
}), "Value", "Text");
var plans = db.MonthlyPlans.ToList();
if (plans.Any(x => x.ForMonth == model.ForMonth && x.FinancialYear == model.FinancialYear))
{
ViewBag.Message = "Plan for this month already exists.";
return(View());
}
var items = db.SubCategories.Where(x => x.ParentCategoryId == 1).ToList();
if (items != null)
{
ViewBag.SubCategories = items;
}
//generate default Income list
var _defaultIncome = db.SubCategories.Where(x => x.ParentCategoryId == 1 && x.IsDefault == true).ToList();
var _incomeList = new List <IncomeDetail>();
foreach (var item in _defaultIncome)
{
var _addIncome = new IncomeDetail();
_addIncome.SubCategoryId = item.SubCategoryId;
_addIncome.ActualAmount = 0;
_addIncome.CreditDate = DateTime.Now;
_addIncome.FinancialYear = model.FinancialYear;
_addIncome.ForMonth = model.ForMonth;
_addIncome.SubCategoryName = item.Name;
db.IncomeDetails.Add(_addIncome);
_incomeList.Add(_addIncome);
}
model.IncomeDetails = _incomeList;
//generate default expenses
var _defaultExpenses = db.SubCategories.Where(x => x.ParentCategoryId == 2 && x.IsDefault == true).ToList();
var _expenseList = new List <ExpenseDetail>();
foreach (var item in _defaultExpenses)
{
var _addExpense = new ExpenseDetail();
_addExpense.SubCategoryId = item.SubCategoryId;
_addExpense.ActualAmount = 0;
_addExpense.DebitDate = DateTime.Now;
_addExpense.FinancialYear = model.FinancialYear;
_addExpense.ForMonth = model.ForMonth;
_addExpense.SubCategoryName = item.Name;
db.ExpenseDetails.Add(_addExpense);
_expenseList.Add(_addExpense);
}
model.ExpenseDetails = _expenseList;
//default savings
var _defaultSavings = db.SubCategories.Where(x => x.ParentCategoryId == 3 && x.IsDefault == true).ToList();
var _savingsList = new List <SavingsDetail>();
foreach (var item in _defaultSavings)
{
var _addSavings = new SavingsDetail();
_addSavings.SubCategoryId = item.SubCategoryId;
_addSavings.ActualAmount = 0;
_addSavings.Date = DateTime.Now;
_addSavings.FinancialYear = model.FinancialYear;
_addSavings.ForMonth = model.ForMonth;
_addSavings.SubCategoryName = item.Name;
db.SavingsDetails.Add(_addSavings);
_savingsList.Add(_addSavings);
}
model.SavingsDetails = _savingsList;
//default Investment
var _defaultInvestments = db.SubCategories.Where(x => x.ParentCategoryId == 4 && x.IsDefault == true).ToList();
var _investList = new List <InvestmentDetail>();
foreach (var item in _defaultInvestments)
{
var _addInvestments = new InvestmentDetail();
_addInvestments.SubCategoryId = item.SubCategoryId;
_addInvestments.ActualAmount = 0;
_addInvestments.DebitDate = DateTime.Now;
_addInvestments.FinancialYear = model.FinancialYear;
_addInvestments.ForMonth = model.ForMonth;
_addInvestments.SubCategoryName = item.Name;
db.InvestmentDetails.Add(_addInvestments);
_investList.Add(_addInvestments);
}
model.InvestmentDetails = _investList;
db.SaveChanges();
var newPlan = new MonthlyPlan();
newPlan.ForMonth = model.ForMonth;
newPlan.FinancialYear = model.FinancialYear;
newPlan.CreatedOn = DateTime.Now;
db.MonthlyPlans.Add(newPlan);
db.SaveChanges();
//generate view
var categories = db.Categories.Join(db.SubCategories, x => x.CategoryId, y => y.ParentCategoryId,
(x, y) => new { x, y }).Select(y => new MonthlyPlannerViewModel
{
CategoryId = y.y.ParentCategoryId,
CategoryName = y.x.CategoryName,
SubCategoryId = y.y.SubCategoryId,
ExpectedAmount = y.y.ExpectedAmount,
SubCategoryName = y.y.Name
}).ToList();
var _incomeData = model.IncomeDetails.Join(categories, x => x.SubCategoryId, y => y.SubCategoryId, (x, y) => new { x, y }).Select
(y => new MonthlyPlannerViewModel
{
IncomeId = y.x.IncomeId,
CategoryId = y.y.CategoryId,
CategoryName = y.y.CategoryName,
SubCategoryId = y.y.SubCategoryId,
SubCategoryName = y.y.SubCategoryName,
ActualAmount = y.x.ActualAmount,
CreditDate = y.x.CreditDate,
FinancialYear = y.x.FinancialYear,
ForMonth = y.x.ForMonth,
ExpectedAmount = y.y.ExpectedAmount
}).ToList();
var _expenseData = model.ExpenseDetails.Join(categories, x => x.SubCategoryId, y => y.SubCategoryId, (x, y) => new { x, y }).Select
(y => new MonthlyPlannerViewModel
{
ExpenseId = y.x.ExpenseId,
CategoryId = y.y.CategoryId,
CategoryName = y.y.CategoryName,
SubCategoryId = y.y.SubCategoryId,
SubCategoryName = y.y.SubCategoryName,
ActualAmount = y.x.ActualAmount,
DebitDate = y.x.DebitDate,
FinancialYear = y.x.FinancialYear,
ForMonth = y.x.ForMonth,
ExpectedAmount = y.y.ExpectedAmount
}).ToList();
var _savingsData = model.SavingsDetails.Join(categories, x => x.SubCategoryId, y => y.SubCategoryId, (x, y) => new { x, y }).Select
(y => new MonthlyPlannerViewModel
{
SavingsId = y.x.SavingsId,
CategoryId = y.y.CategoryId,
CategoryName = y.y.CategoryName,
SubCategoryId = y.y.SubCategoryId,
SubCategoryName = y.y.SubCategoryName,
ActualAmount = y.x.ActualAmount,
DebitDate = y.x.Date,
FinancialYear = y.x.FinancialYear,
ForMonth = y.x.ForMonth,
ExpectedAmount = y.y.ExpectedAmount
}).ToList();
var _investmentData = model.InvestmentDetails.Join(categories, x => x.SubCategoryId, y => y.SubCategoryId, (x, y) => new { x, y }).Select
(y => new MonthlyPlannerViewModel
{
InvestmentId = y.x.InvestmentId,
CategoryId = y.y.CategoryId,
CategoryName = y.y.CategoryName,
SubCategoryId = y.y.SubCategoryId,
SubCategoryName = y.y.SubCategoryName,
ActualAmount = y.x.ActualAmount,
DebitDate = y.x.DebitDate,
FinancialYear = y.x.FinancialYear,
ForMonth = y.x.ForMonth,
ExpectedAmount = y.y.ExpectedAmount
}).ToList();
model._MonthlyList = _incomeData;
model._MonthlyList.AddRange(_expenseData);
model._MonthlyList.AddRange(_savingsData);
model._MonthlyList.AddRange(_investmentData);
return(View("ViewPlanner", model));
}
public ClubController(BaseClubLevel clubBaseConnect, InvestmentDetail invDetailConnect)
{
_clubBaseConnect = clubBaseConnect;
_invDetailConnect = invDetailConnect;
}
