public void Create()
{
string path = Path.Combine(Path.GetTempPath(), "SampleData.xml");
ProcessHelper.ExtractEmbeddedResourceAsFile("Walkabout.Database.SampleData.xml", path);
SampleDatabaseOptions options = new SampleDatabaseOptions();
options.Owner = Application.Current.MainWindow;
options.SampleData = path;
if (options.ShowDialog() == false)
{
return;
}
path = options.SampleData;
double inflation = options.Inflation;
SampleData data = null;
XmlSerializer s = new XmlSerializer(typeof(SampleData));
using (XmlReader reader = XmlReader.Create(path))
{
data = (SampleData)s.Deserialize(reader);
}
int totalFrequency = data.GetTotalFrequency();
List <SampleTransaction> list = new List <SampleTransaction>();
foreach (SampleAccount sa in data.Accounts)
{
// Create all the accounts.
Accounts accounts = money.Accounts;
Account a = accounts.FindAccount(sa.Name);
if (a == null)
{
a = accounts.AddAccount(sa.Name);
}
a.Type = sa.Type;
a.IsBudgeted = true;
if (a.Type == AccountType.Checking)
{
this.checking = a;
}
// Create this many transactions
int count = sa.Frequency;
// by scaling the payee frequencies to match the above desired count.
double ratio = (double)count / (double)totalFrequency;
if (a.Type == AccountType.Brokerage || a.Type == AccountType.Retirement)
{
CreateInvestmentSamples(data, a);
}
else
{
// create flat list of all payees to choose from so it fits the histogram
List <SamplePayee> payees = new List <SamplePayee>();
foreach (SamplePayee payee in data.Payees)
{
foreach (SampleCategory sc in payee.Categories)
{
int newFrequency = (int)(sc.Frequency * ratio);
for (int i = 0; i < newFrequency; i++)
{
list.Add(new SampleTransaction()
{
Account = sa,
Payee = payee,
Category = sc
});
}
}
}
}
}
CreateRandomTransactions(list, inflation);
AddPaychecks(options.Employer, options.PayCheck, inflation);
}
public void Export(string path)
{
SampleData data = new SampleData();
List <SampleAccount> accounts = data.Accounts = new List <SampleAccount>();
Dictionary <Account, SampleAccount> accountMap = new Dictionary <Account, SampleAccount>();
foreach (Account a in money.Accounts.GetAccounts())
{
if (!a.IsClosed)
{
var sa = new SampleAccount()
{
Name = a.Name, Type = a.Type
};
accounts.Add(sa);
accountMap[a] = sa;
}
}
List <SamplePayee> payees = data.Payees = new List <SamplePayee>();
Dictionary <Payee, SamplePayee> payeeMap = new Dictionary <Payee, SamplePayee>();
foreach (Transaction t in money.Transactions.GetAllTransactions())
{
SampleAccount sa;
if (!accountMap.TryGetValue(t.Account, out sa) || t.Account.Type == AccountType.Brokerage || t.Payee == null || t.IsSplit || t.Category == null || t.Transfer != null)
{
continue;
}
Category c = t.Category;
string catName = c.Name;
if (catName.Contains("Microsoft") || catName.Contains("Mitzvah") || catName.Contains("Love") || catName.Contains("Loans") || catName.Contains("Chanukah") || catName.Contains("Unknown"))
{
continue;
}
catName = catName.Replace("Woodinville", string.Empty).Replace("Redmond", string.Empty).Trim();
sa.Frequency++;
Payee p = t.Payee;
string payeeName = p.Name.Replace("Woodinville", string.Empty).Replace("Redmond", string.Empty).Trim();
if (payeeName.Contains("Microsoft") || payeeName.Contains("ATM Withdrawal"))
{
continue;
}
SamplePayee sp = null;
if (!payeeMap.TryGetValue(p, out sp))
{
sp = new SamplePayee()
{
Name = payeeName,
Categories = new List <SampleCategory>(),
CategoryMap = new Dictionary <Category, SampleCategory>()
};
payees.Add(sp);
payeeMap[p] = sp;
}
sp.Frequency++;
SampleCategory sc;
if (!sp.CategoryMap.TryGetValue(c, out sc))
{
sc = new SampleCategory()
{
Name = catName, Type = c.Root.Type
};
sp.CategoryMap[c] = sc;
sp.Categories.Add(sc);
}
decimal amount = t.Amount;
sc.TotalAmount += amount;
if (sc.Frequency == 0)
{
sc.Min = sc.Max = (int)amount;
}
else
{
if (sc.Min > amount)
{
sc.Min = (int)amount;
}
if (sc.Max < amount)
{
sc.Max = (int)amount;
}
}
sc.Frequency++;
}
// remove low frequency stuff
foreach (SampleAccount sa in new List <SampleAccount>(accounts))
{
if (sa.Frequency < 10)
{
accounts.Remove(sa);
}
}
foreach (SamplePayee sp in new List <SamplePayee>(payees))
{
if (sp.Frequency < 10)
{
payees.Remove(sp);
}
else
{
foreach (SampleCategory sc in sp.Categories)
{
sc.Average = (int)(sc.TotalAmount / sc.Frequency);
}
}
}
XmlSerializer s = new XmlSerializer(typeof(SampleData));
XmlWriterSettings settings = new XmlWriterSettings()
{
Indent = true
};
using (XmlWriter writer = XmlWriter.Create(path, settings))
{
s.Serialize(writer, data);
}
}
private void CreateInvestmentSamples(SampleData data, Account a)
{
money.BeginUpdate(this);
Transactions transactions = money.Transactions;
for (int year = DateTime.Now.Year - 10; year <= DateTime.Now.Year; year++)
{
foreach (SampleSecurity ss in data.Securities)
{
// Get or Create the security
Security stock = money.Securities.FindSecurity(ss.Name, true);
stock.SecurityType = ss.SecurityType;
stock.Symbol = ss.Symbol;
// keep track of how much we own so we never go negative.
decimal owned = 0;
IList <int> selectedDays = GetRandomDaysInTheYearForTransactions();
foreach (var day in selectedDays)
{
// Create a new Transaction
Transaction t = money.Transactions.NewTransaction(a);
// the date the purchase or sale was done
t.Date = new DateTime(year, 1, 1).AddDays(day);
//-----------------------------------------------------
// Create the matching Investment transaction
Investment i = t.GetOrCreateInvestment();
i.Transaction = t;
i.Security = stock;
// Is this a BUY or SELL
i.Type = InvestmentType.Buy;
// How many unit bought or sold
i.Units = rand.Next(1000);
if (owned > 0 && rand.Next(2) == 1)
{
i.Type = InvestmentType.Sell;
i.Units = rand.Next((int)owned); // don't sell more than we currently own.
owned -= i.Units;
}
else
{
owned += i.Units;
}
// What price
i.UnitPrice = Convert.ToDecimal(rand.Next(ss.PriceRangeLow, ss.PriceRangeHight));
// add some pennies (decimal value)
decimal penies = rand.Next(99);
penies /= 100;
i.UnitPrice = i.UnitPrice + penies;
// Calculate the Payment or Deposit amount
t.Amount = i.Units * i.UnitPrice * (i.Type == InvestmentType.Buy ? -1 : 1);
t.Payee = money.Payees.FindPayee(ss.Name, true);
t.Category = money.Categories.InvestmentStocks;
if (i.Type == InvestmentType.Sell)
{
t.Amount = t.Amount * 1.10M; // Improve the outcome of profit, sell at the 10% higher random
}
//-----------------------------------------------------
// Finally add the new transaction
money.Transactions.AddTransaction(t);
}
}
}
money.EndUpdate();
}