private void addGoalsCalculation(int years, DataRow dr)
{
double totalLoanEmi = 0;
double totalCashAllocationForGoal = 0;
int calculationYear = int.Parse(dr["StartYear"].ToString());
double surplusAmount = getSurplusAmount(dr);
foreach (Goals goal in _cashFlow.LstGoals)
{
//Add Loan EMI if loan taken for goal
//Loan for Goal
double loanForGoalValue = 0;
double emi = 0;
if (goal.LoanForGoal != null)
{
if (calculationYear >= goal.LoanForGoal.StratYear &&
calculationYear < goal.LoanForGoal.EndYear)
{
dr[string.Format("(Loan EMI - {0})", goal.Name)] = (goal.LoanForGoal.EMI * 12);
totalLoanEmi = totalLoanEmi + (goal.LoanForGoal.EMI * 12);
}
}
if (surplusAmount > 0 &&
(calculationYear < int.Parse(goal.StartYear)))
{
GoalsValueCalculationInfo goalValCalInfo = GoalCalculationMgr.GetGoalValueCalculation(goal);
if (goalValCalInfo == null)
{
goalValCalInfo = new GoalsValueCalculationInfo(goal, _planner, _riskProfileInfo, _riskProfileId);
GoalCalculationMgr.AddGoalValueCalculation(goalValCalInfo);
}
GoalsCalculationInfo goalcalInfo = new GoalsCalculationInfo(goal, _planner, _riskProfileInfo, _riskProfileId, _optionId);
goalValCalInfo.SetPortfolioValue(goalcalInfo.GetProfileValue());
double surplusAmountAfterInvestment = goalValCalInfo.SetInvestmentToAchiveGoal(calculationYear, surplusAmount);
dr[string.Format("{0} - {1}", goal.Priority, goal.Name)] = surplusAmount - surplusAmountAfterInvestment;
surplusAmount = surplusAmountAfterInvestment;
}
}
}
private void addFirstRowData(int rowId)
{
DataRow dr = _dtCashFlow.NewRow();
dr["ID"] = rowId;
dr["StartYear"] = _planner.StartDate.Year;
#region "Add Incomes"
double totalIncome = 0;
double totalpostTaxIncome = 0;
double totalTaxAmt = 0;
foreach (Income income in _cashFlow.LstIncomes)
{
dr["(" + income.IncomeBy + ") " + income.Source] = income.Amount;
totalIncome = totalIncome + income.Amount;
dr["(" + income.IncomeBy + ") " + income.Source + " - Income Tax"] = income.IncomeTax;
double taxAmt = (income.Amount * income.IncomeTax) / 100;
totalTaxAmt = totalTaxAmt + taxAmt;
dr["(" + income.IncomeBy + ") " + income.Source + " - Post Tax"] = income.Amount - taxAmt;
totalpostTaxIncome = totalpostTaxIncome + (income.Amount - taxAmt);
}
dr["Total Income"] = totalIncome;
dr["Total Tax Deduction"] = totalTaxAmt;
dr["Total Post Tax Income"] = totalpostTaxIncome;
#endregion
#region "Add Expenses"
double totalExpenses = 0;
foreach (Expenses exp in _cashFlow.LstExpenses)
{
double expAmt = (exp.OccuranceType == ExpenseType.Monthly) ? exp.Amount * 12 : exp.Amount;
dr[exp.Item] = expAmt;
totalExpenses = totalExpenses + expAmt;
}
dr["Total Annual Expenses"] = totalExpenses;
#endregion
#region "Add Loans"
double totalLoan = 0;
foreach (Loan loan in _cashFlow.LstLoans)
{
double loanAmt = loan.Emis * 12;
dr[loan.TypeOfLoan] = loanAmt;
totalLoan = totalLoan + loanAmt;
}
dr["Total Annual Loans"] = totalLoan;
#endregion
#region "Add Goals"
double totalLoanEmi = 0;
double surplusCashFund = (totalpostTaxIncome - (totalExpenses + totalLoan + totalLoanEmi));
foreach (Goals goal in _cashFlow.LstGoals)
{
//1 Loan for Goal
double loanForGoalValue = 0;
double emi = 0;
if (goal.LoanForGoal != null)
{
loanForGoalValue = goal.LoanForGoal.LoanAmount;
if (_planner.StartDate.Year >= goal.LoanForGoal.StratYear)
{
dr[string.Format("(Loan EMI - {0})", goal.Name)] = goal.LoanForGoal.EMI;
totalLoanEmi = totalLoanEmi + goal.LoanForGoal.EMI;
emi = goal.LoanForGoal.EMI;
}
}
//2 Cash Flow and fund allocation to goal
if (surplusCashFund > 0)
{
_riskProfileInfo = new RiskProfileInfo();
GoalsValueCalculationInfo goalValCalInfo = new GoalsValueCalculationInfo(goal, _planner, _riskProfileInfo, _riskProfileId);
GoalsCalculationInfo goalcalInfo = new GoalsCalculationInfo(goal, _planner, _riskProfileInfo, _riskProfileId, _optionId);
goalValCalInfo.SetPortfolioValue(goalcalInfo.GetProfileValue());
GoalCalculationMgr.AddGoalValueCalculation(goalValCalInfo);
double surplusAmountAfterInvestment = goalValCalInfo.SetInvestmentToAchiveGoal(_planner.StartDate.Year, surplusCashFund);
dr[string.Format("{0} - {1}", goal.Priority, goal.Name)] = surplusCashFund - surplusAmountAfterInvestment;
surplusCashFund = surplusAmountAfterInvestment;
}
else
{
_riskProfileInfo = new RiskProfileInfo();
GoalsValueCalculationInfo goalValCalInfo = new GoalsValueCalculationInfo(goal, _planner, _riskProfileInfo, _riskProfileId);
GoalsCalculationInfo goalcalInfo = new GoalsCalculationInfo(goal, _planner, _riskProfileInfo, _riskProfileId, _optionId);
goalValCalInfo.SetPortfolioValue(goalcalInfo.GetProfileValue());
GoalCalculationMgr.AddGoalValueCalculation(goalValCalInfo);
}
}
#endregion
dr["Surplus Amount"] = totalpostTaxIncome - (totalExpenses + totalLoan + totalLoanEmi);
_dtCashFlow.Rows.Add(dr);
}