public async Task <Abp.Application.Services.Dto.ListResultDto <CategoryReportListDto> > GetCategoryReport(GetCategoryReportRequestDto input)
{
var items = await _reportRepository.GetCategoryReport(new GetCategoryReportInput
{
StartDate = input.StartDate,
EndDate = input.EndDate,
UserId = AbpSession.UserId.Value
});
var output = ObjectMapper.Map <List <CategoryReportListDto> >(items.Items);
foreach (var dto in output)
{
dto.AmountInDefaultCurrency =
(await _currencyRateExchangeService.GetExchangeRate(dto.CurrencyCode)) * dto.Amount;
}
return(new Abp.Application.Services.Dto.ListResultDto <CategoryReportListDto>(output));
}
public async Task <GetTransactionSummaryOutput> GetSummary(GetTransactionSummaryInput input)
{
var startDate = DateTime.Today.FirstDayOfMonth();
var endDate = startDate.AddMonths(1).AddTicks(-1);
var tenantId = AbpSession.TenantId;
var output = new GetTransactionSummaryOutput();
var tenantTransactions = await
_transactionRepository.GetAll()
.Include(t => t.Account)
.ThenInclude(account => account.Currency)
.Where(t => t.Account.TenantId == tenantId && t.TransactionTime > startDate && t.TransactionTime < endDate && !t.IsTransferred).ToListAsync();
decimal tenantNetWorth = 0;
decimal tenantIncome = 0;
decimal tenantExpense = 0;
decimal userNetWorth = 0;
decimal userIncome = 0;
decimal userExpense = 0;
decimal accountIncome = 0;
decimal accountExpense = 0;
foreach (var transaction in tenantTransactions)
{
var currencyConversionRate = await _currencyRateExchangeService.GetExchangeRate(transaction.Account.Currency.Code);
if (transaction.Amount > 0)
{
tenantIncome += transaction.Amount * currencyConversionRate;
if (transaction.CreatorUserId == AbpSession.UserId)
{
userIncome += transaction.Amount * currencyConversionRate;
}
if (input.AccountId.HasValue && transaction.AccountId == input.AccountId)
{
accountIncome += transaction.Amount * currencyConversionRate;
}
}
else
{
tenantExpense += transaction.Amount * currencyConversionRate;
if (transaction.CreatorUserId == AbpSession.UserId)
{
userExpense += transaction.Amount * currencyConversionRate;
}
if (input.AccountId.HasValue && transaction.AccountId == input.AccountId)
{
accountExpense += transaction.Amount * currencyConversionRate;
}
}
}
output.TenantExpense = tenantExpense;
output.TenantIncome = tenantIncome;
// expense is -ve
output.TenantSaved = tenantIncome + tenantExpense;
output.UserExprense = userExpense;
output.UserIncome = userIncome;
// expense is -ve
output.UserSaved = userIncome + userExpense;
output.AccountExpense = accountExpense;
output.AccountIncome = accountIncome;
output.AccountSaved = accountIncome + accountExpense;
// net worth calc
var tenantAccounts = await _accountRepository.GetAll().Where(a => a.TenantId == tenantId).ToListAsync();
foreach (var account in tenantAccounts)
{
var lastTransaction = await _transactionRepository.GetAll()
.Include(transaction => transaction.Account)
.ThenInclude(account => account.Currency)
.Where(t => t.AccountId == account.Id)
.OrderByDescending(t => t.TransactionTime)
.ThenByDescending(t => t.CreationTime).FirstOrDefaultAsync();
if (lastTransaction != null)
{
decimal currencyConversionRate = await _currencyRateExchangeService.GetExchangeRate(lastTransaction.Account.Currency.Code);
var convertedAmount = lastTransaction.Balance * currencyConversionRate;
tenantNetWorth += convertedAmount;
if (lastTransaction.CreatorUserId == AbpSession.UserId)
{
userNetWorth += convertedAmount;
}
}
}
output.TenantNetWorth = tenantNetWorth;
output.UserNetWorth = userNetWorth;
output.CurrencySymbol = "₹";
int networthPercentage = 0;
int incomePercentage = 0;
int expensePercentage = 0;
int savedPercentage = 0;
if (input.AccountId.HasValue)
{
// divide by zero case handled
if (tenantIncome != 0)
{
incomePercentage = (int)((accountIncome / tenantIncome) * 100);
}
if (tenantExpense != 0)
{
expensePercentage = (int)((accountExpense / tenantExpense) * 100);
}
if (tenantNetWorth != 0)
{
networthPercentage = (int)((userNetWorth / tenantNetWorth) * 100);
}
if (output.TenantSaved != 0)
{
savedPercentage = (int)((output.AccountSaved / output.TenantSaved) * 100);
}
}
else
{
if (tenantIncome != 0)
{
incomePercentage = (int)((userIncome / tenantIncome) * 100);
}
if (tenantExpense != 0)
{
expensePercentage = (int)((userExpense / tenantExpense) * 100);
}
if (tenantNetWorth != 0)
{
networthPercentage = (int)((userNetWorth / tenantNetWorth) * 100);
}
if (output.TenantSaved != 0)
{
savedPercentage = (int)((output.UserSaved / output.TenantSaved) * 100);
}
}
output.NetWorthPercentage = $"{networthPercentage}%";
output.IncomePercentage = $"{incomePercentage}%";
output.ExpensePercentage = $"{expensePercentage}%";
output.SavedPercentage = $"{savedPercentage}%";
output.TotalFamilyTransactionsCount = await _transactionRepository.CountAsync(t => t.Account.TenantId == tenantId);
return(output);
}