private IEnumerable <TopLevelSummaryDataModel> BuildTopLevelSummary(IEnumerable <GenevaNewAssetsSummaryDataModel> naSummary, IEnumerable <GenevaSmaOngoingDetailDataModel> ogDetail)
{
var nasumm = naSummary
.Where(f => f.ConsultantFirm == "z--Totals")
.GroupBy(g => new
{
g.RowLabels, g.ConsultantFirm
})
.Select(group => new
{
RD = group.Key.RowLabels,
Amount = group.Sum(c => c.Amount),
Rate = 0.0m,
CommissionAmount = group.Sum(c => c.CommissionAmount),
}).Distinct();
var topLevelSum = nasumm.Select(item => new TopLevelSummaryDataModel()
{
RegionalDirector = item.RD, Heading = "New Assets", Amount = item.Amount, Commission = item.CommissionAmount, AverageRate = 0.0m
}).ToList().Distinct();
var ogsumm = ogDetail
.GroupBy(k => new
{
k.RegionalDirector //, k.ConsultantFirm
})
.Select(group => new
{
RD = group.Key.RegionalDirector,
Amount = group.Sum(c => c.SeasonedValue),
Rate = 0.0,
CommissionAmount = group.Sum(c => c.SeasonedValue) * group.Average(c => c.Rate)
}).Distinct();
var topLevelSummaryDataModels = topLevelSum.ToList();
topLevelSum = ogsumm.Select(item => new TopLevelSummaryDataModel()
{
RegionalDirector = item.RD, Heading = "Ongoing", Amount = item.Amount, Commission = item.CommissionAmount, AverageRate = 0.0m
});
topLevelSummaryDataModels.AddRange(topLevelSum);
var rdList = topLevelSummaryDataModels.Select(c => c.RegionalDirector).Distinct().ToList();
foreach (var rd in rdList)
{
var tls = new TopLevelSummaryDataModel()
{
RegionalDirector = rd,
Heading = "Totals",
Amount = topLevelSummaryDataModels.Where(a => a.RegionalDirector == rd).Sum(a => a.Amount),
Commission = topLevelSummaryDataModels.Where(a => a.RegionalDirector == rd).Sum(a => a.Commission),
};
tls.AverageRate = tls.Amount != 0 ? tls.Commission / tls.Amount : 0.0m;
topLevelSummaryDataModels.Add(tls);
}
return(topLevelSummaryDataModels.OrderBy(c => c.RegionalDirector).ThenBy(c => c.Heading));
}
private IEnumerable <TopLevelSummaryDataModel> BuildFinalSummary(IEnumerable <BroadridgeNewAssetsSummaryDataModel> naDetail, IEnumerable <BroadridgeOgSummaryDataModel> ogDetail)
{
var nasumm = naSummary
.Where(f => f.ProductName == "z--Totals")
.GroupBy(g => new
{
g.Territory
})
.Select(group => new
{
RD = group.Key.Territory,
Amount = group.Sum(c => c.NewAssetValue),
Rate = 0.0m,
CommissionAmount = group.Sum(c => c.Commission)
});
var topLevelSum = nasumm.Select(item => new TopLevelSummaryDataModel()
{
RegionalDirector = item.RD, Heading = "New Assets", Amount = item.Amount, Commission = item.CommissionAmount, AverageRate = item.Rate
}).ToList();
var ogsumm = ogDetail
.GroupBy(k => new
{
k.RM
})
.Select(group => new
{
RD = group.Key.RM,
Amount = group.Sum(c => c.PayableAmount),
Rate = 0.0m,
CommissionAmount = group.Sum(c => c.PayableAmount) * group.Average(c => c.AnnualRate)
});
topLevelSum.AddRange(ogsumm.Select(item => new TopLevelSummaryDataModel()
{
RegionalDirector = item.RD, Heading = "Ongoing", Amount = item.Amount, Commission = item.CommissionAmount, AverageRate = item.Rate
}));
var rdList = topLevelSum.Select(c => c.RegionalDirector).Distinct().ToList();
foreach (var rd in rdList)
{
var tls = new TopLevelSummaryDataModel()
{
RegionalDirector = rd,
Heading = "Totals",
Amount = topLevelSum.Where(a => a.RegionalDirector == rd).Sum(a => a.Amount),
Commission = topLevelSum.Where(a => a.RegionalDirector == rd).Sum(a => a.Commission),
};
tls.AverageRate = 0.0m;
topLevelSum.Add(tls);
}
return(topLevelSum.OrderBy(c => c.RegionalDirector).ThenBy(c => c.Heading));
}
