public void Load(string clientId, string practiceId, int numberMonths)
{
ICashFlowManagerService service = new CashFlowManagerService();
Transactions = service.GetTransactions(new Guid(clientId));
BankAccounts = service.GetBankAccounts(new Guid(clientId));
PracticeId = practiceId;
ClientId = clientId;
TransactionHelper helper = new TransactionHelper();
var results = helper.GenerateData(Transactions, numberMonths);
SummaryChartData = helper.SummariseData(results, BankAccounts);
}
public void PopulateClientPosition()
{
TransactionHelper helper = new TransactionHelper();
foreach (ClientInfo c in Clients)
{
if (c.ClientPosition == null)
c.ClientPosition = new List<ClientPositionIndicator>();
var results = helper.GenerateData(Transactions.Where(t => t.ClientId == c.Id).ToList(), 3);
if (Transactions.Any(t => t.ClientId == c.Id))
{
var bas = BankAccounts.Where(b => b.ClientId == c.Id).ToList();
SummaryChartData = helper.SummariseData(results, bas);
//Forcasting 7 Days
ClientPositionIndicator day1 = new ClientPositionIndicator();
day1.Date = DateTime.Now.Date;
day1.Name = "Day 1";
var p1 = (from sd in SummaryChartData where sd.Date.Date == day1.Date select sd.CashOnHand).SingleOrDefault();
var e1 = (from sd in SummaryChartData where sd.Date.Date == day1.Date select sd.Expense).SingleOrDefault();
day1.ExpenseToCashOnHandPercentage = ExpenseToCashOnHandPercentage(p1, e1);
day1.Position = AssignZone(p1, e1);
c.ClientPosition.Add(day1);
ClientPositionIndicator day2 = new ClientPositionIndicator();
day2.Date = DateTime.Now.Date.AddDays(1);
day2.Name = "Day 2";
var p2 = (from sd in SummaryChartData where sd.Date.Date <= day2.Date select sd.CashOnHand).Sum();
var e2 = (from sd in SummaryChartData where sd.Date.Date <= day2.Date select sd.Expense).Sum();
day2.Position = AssignZone(p2, e2);
day2.ExpenseToCashOnHandPercentage = ExpenseToCashOnHandPercentage(p2, e2);
c.ClientPosition.Add(day2);
ClientPositionIndicator day3 = new ClientPositionIndicator();
day3.Date = DateTime.Now.Date.AddDays(2);
day3.Name = "Day 3";
var p3 = (from sd in SummaryChartData where sd.Date.Date <= day3.Date select sd.CashOnHand).Sum();
var e3 = (from sd in SummaryChartData where sd.Date.Date <= day3.Date select sd.Expense).Sum();
day3.Position = AssignZone(p3, e3);
day3.ExpenseToCashOnHandPercentage = ExpenseToCashOnHandPercentage(p3, e3);
c.ClientPosition.Add(day3);
ClientPositionIndicator day4 = new ClientPositionIndicator();
day4.Date = DateTime.Now.Date.AddDays(3);
day4.Name = "Day 4";
var p4 = (from sd in SummaryChartData where sd.Date.Date <= day4.Date select sd.CashOnHand).Sum();
var e4 = (from sd in SummaryChartData where sd.Date.Date <= day4.Date select sd.Expense).Sum();
day4.Position = AssignZone(p4, e4);
day4.ExpenseToCashOnHandPercentage = ExpenseToCashOnHandPercentage(p4, e4);
c.ClientPosition.Add(day4);
ClientPositionIndicator day5 = new ClientPositionIndicator();
day5.Date = DateTime.Now.Date.AddDays(4);
day5.Name = "Day 5";
var p5 = (from sd in SummaryChartData where sd.Date.Date <= day5.Date select sd.CashOnHand).Sum();
var e5 = (from sd in SummaryChartData where sd.Date.Date <= day5.Date select sd.Expense).Sum();
day5.Position = AssignZone(p5, e5);
day5.ExpenseToCashOnHandPercentage = ExpenseToCashOnHandPercentage(p5, e5);
c.ClientPosition.Add(day5);
ClientPositionIndicator day6 = new ClientPositionIndicator();
day6.Date = DateTime.Now.Date.AddDays(5);
day6.Name = "Day 6";
var p6 = (from sd in SummaryChartData where sd.Date.Date <= day6.Date select sd.CashOnHand).Sum();
var e6 = (from sd in SummaryChartData where sd.Date.Date <= day6.Date select sd.Expense).Sum();
day6.Position = AssignZone(p6, e6);
day6.ExpenseToCashOnHandPercentage = ExpenseToCashOnHandPercentage(p6, e6);
c.ClientPosition.Add(day6);
ClientPositionIndicator day7 = new ClientPositionIndicator();
day7.Date = DateTime.Now.Date.AddDays(6);
day7.Name = "Day 7";
var p7 = (from sd in SummaryChartData where sd.Date.Date <= day7.Date select sd.CashOnHand).Sum();
var e7 = (from sd in SummaryChartData where sd.Date.Date <= day7.Date select sd.Expense).Sum();
day7.Position = AssignZone(p7, e7);
day7.ExpenseToCashOnHandPercentage = ExpenseToCashOnHandPercentage(p7, e7);
c.ClientPosition.Add(day7);
// Forcasting in a Fortnight
ClientPositionIndicator fortnight = new ClientPositionIndicator();
fortnight.Date = DateTime.Now.Date.AddDays(14);
fortnight.Name = "Fortnight";
var p9 = (from sd in SummaryChartData where sd.Date.Date <= day7.Date select sd.CashOnHand).Sum();
var e9 = (from sd in SummaryChartData where sd.Date.Date <= day7.Date select sd.Expense).Sum();
fortnight.Position = AssignZone(p9, e9);
fortnight.ExpenseToCashOnHandPercentage = ExpenseToCashOnHandPercentage(p9, e9);
c.ClientPosition.Add(fortnight);
// Forcasting in a Month
ClientPositionIndicator oneMonth = new ClientPositionIndicator();
oneMonth.Date = DateTime.Now.Date.AddMonths(1);
oneMonth.Name = "Month One";
var p10 =
(from sd in SummaryChartData where sd.Date.Date <= oneMonth.Date select sd.CashOnHand).Sum();
var e10 = (from sd in SummaryChartData where sd.Date.Date <= oneMonth.Date select sd.Expense).Sum();
oneMonth.Position = AssignZone(p10, e10);
oneMonth.ExpenseToCashOnHandPercentage = ExpenseToCashOnHandPercentage(p10, e10);
c.ClientPosition.Add(oneMonth);
// Forcasting in two Months
ClientPositionIndicator twoMonths = new ClientPositionIndicator();
twoMonths.Date = DateTime.Now.Date.AddMonths(2);
twoMonths.Name = "Month Two";
var p11 =
(from sd in SummaryChartData where sd.Date.Date <= twoMonths.Date select sd.CashOnHand).Sum();
var e11 = (from sd in SummaryChartData where sd.Date.Date <= twoMonths.Date select sd.Expense).Sum();
twoMonths.Position = AssignZone(p11, e11);
twoMonths.ExpenseToCashOnHandPercentage = ExpenseToCashOnHandPercentage(p11, e11);
c.ClientPosition.Add(twoMonths);
}
}
}