public AccountViewModel()
{
Account = new Account();
Accounts = new List <Account>();
Metrics = new AccountMetrics();
RebalanceReport = new AccountRebalanceReport();
}
public AccountMetrics GetMetrics()
{
try
{
//TODO: Needs Refactoring
AccountMetrics metrics = new AccountMetrics();
AccountManager accountManager = new AccountManager();
BillManager billManager = new BillManager();
List <Account> accounts = GetAllAccounts();
var poolAccount = GetPoolAccount();
var requiredSavingsDict = _calc.GetRequiredSavingsDict();
var totalRequiredSavings = 0.0m;
foreach (var savings in requiredSavingsDict)
{
try
{
totalRequiredSavings += savings.Value;
}
catch (Exception e)
{
Logger.Instance.Error(e);
}
}
if (!accounts.Any())
{
return(metrics);
}
metrics.LargestBalance = accounts.Max(a => a.Balance);
metrics.SmallestBalance = accounts.Min(a => a.Balance);
metrics.AverageBalance = accounts.Sum(a => a.Balance) / accounts.Count;
var incomeTransactions = _db.Transactions.Where(t => t.Type == TransactionTypesEnum.Income);
var oldestIncomeTransaction = incomeTransactions.OrderBy(t => t.Date).FirstOrDefault();
var daysAgo = 0;
if (oldestIncomeTransaction != null)
{
daysAgo = (DateTime.Today - oldestIncomeTransaction.Date).Days;
}
var monthsAgo = daysAgo / 30 < 1 ? 1 : daysAgo / 30;
if (incomeTransactions.Any())
{
metrics.MonthlySurplus = (incomeTransactions.Sum(t => t.Amount) / monthsAgo) - (accounts.Sum(a => a.PaycheckContribution) * 2);
}
metrics.LargestSurplus = accounts.Max(a => a.BalanceSurplus);
metrics.SmallestSurplus = accounts.Min(a => a.BalanceSurplus);
var surplusAccounts = accounts.Where(a => a.BalanceSurplus > 0).ToList().Count; if (surplusAccounts > 0)
{
metrics.AverageSurplus = accounts.Sum(a => a.BalanceSurplus) / surplusAccounts;
}
var cashBalance = accounts.Sum(a => a.Balance) + poolAccount.Balance;
var outstandingExpenses = billManager.GetOutstandingExpenseTotal();
metrics.CashBalance = cashBalance;
metrics.AccountingBalance = cashBalance - totalRequiredSavings;
var totalSurplus = accounts.Sum(a => a.BalanceSurplus) + poolAccount.Balance;
metrics.SpendableCash = totalSurplus > 0 ? totalSurplus : 0.0m; // Account balance surplus = account balance - balance limit (balance limit is 0, surplus = balance - required savings). Balance limit allows the account to "fill up" to the limit
metrics.OutstandingExpenses = outstandingExpenses;
metrics.PoolBalance = accountManager.GetPoolAccount().Balance;
metrics.OutstandingAccountDeficit = accounts.Where(a => a.BalanceSurplus < 0).Sum(a => a.BalanceSurplus);
return(metrics);
}
catch (Exception e)
{
Logger.Instance.Error(e);
return(null);
}
}
public AccountViewModel()
{
Account = new Account();
Metrics = new AccountMetrics();
}
public TransactionMetrics()
{
AccountMetrics = new AccountMetrics();
CreditCardMetrics = new CreditCardMetrics();
}
