public static IEnumerable <StatementInfoWithFund> Statements(CMSDataContext db, int?id, int[] includedFundIds = null)
{
if (!id.HasValue)
{
throw new ArgumentException("Missing id");
}
var person = db.LoadPersonById(id.Value);
var contributions = (from c in db.Contributions2(new DateTime(1900, 1, 1), new DateTime(3000, 12, 31), 0, false, null, true, null)
where (c.PeopleId == person.PeopleId || (c.PeopleId == person.SpouseId && (person.ContributionOptionsId ?? StatementOptionCode.Joint) == StatementOptionCode.Joint))
select c).ToList();
var currentUser = db.CurrentUserPerson;
if (currentUser.PeopleId != person.PeopleId)
{
var authorizedFunds = db.ContributionFunds.ScopedByRoleMembership(db);
var authorizedContributions = from c in contributions
join f in authorizedFunds on c.FundId equals f.FundId
select c;
contributions = authorizedContributions.ToList();
}
if (includedFundIds != null)
{
contributions = contributions.Where(c => includedFundIds.Contains(c.FundId)).ToList();
}
var shouldGroupByFunds = db.Setting("EnableContributionFundsOnStatementDisplay");
IEnumerable <StatementInfoWithFund> result;
if (shouldGroupByFunds)
{
result = (from c in contributions
group c by new { c.DateX.Value.Year, c.FundName, c.FundId } into g
orderby g.Key.Year descending, g.Key.FundName ascending
select new StatementInfoWithFund()
{
Count = g.Count(),
Amount = g.Sum(cc => cc.Amount ?? 0),
StartDate = new DateTime(g.Key.Year, 1, 1),
EndDate = new DateTime(g.Key.Year, 12, 31),
FundName = g.Key.FundName,
FundId = g.Key.FundId,
FundGroupName = string.Empty
}).ToList();
var displayNameHelper = new CustomFundSetDisplayHelper(db);
displayNameHelper.ProcessList(result);
// hack: grouping done in memory since these fundids are stored as XML and not easily accessed in SQL
// task: FundGrouping table to avoid using XML for this data in the future with UI to make management easier?
result = (from c in result
group c by new { c.StartDate.Year, c.FundGroupName } into g
orderby g.Key.Year descending, g.Key.FundGroupName ascending
select new StatementInfoWithFund()
{
Count = g.Sum(cc => cc.Count),
Amount = g.Sum(cc => cc.Amount),
StartDate = new DateTime(g.Key.Year, 1, 1),
EndDate = new DateTime(g.Key.Year, 12, 31),
FundName = "",
FundId = 0,
FundGroupName = g.Key.FundGroupName
}).ToList();
}
else
{
result = (from c in contributions
group c by new { c.DateX.Value.Year } into g
orderby g.Key.Year descending
select new StatementInfoWithFund()
{
Count = g.Count(),
Amount = g.Sum(cc => cc.Amount ?? 0),
StartDate = new DateTime(g.Key.Year, 1, 1),
EndDate = new DateTime(g.Key.Year, 12, 31),
FundName = string.Empty,
FundId = 0
}).ToList();
}
return(result);
}
