public SummaryViewModel(IQueryDispatcher queryDispatcher, TransactionsProvider provider, StockSummaryViewModel stockSummary) : base(queryDispatcher, provider)
{
StocksSummaryViewModel = stockSummary;
BalanceModel = PlotHelper.CreatePlotModel();
BalanceModel.IsLegendVisible = false;
FlowsModel = PlotHelper.CreatePlotModel();
FlowsModel.IsLegendVisible = false;
YearBalanceModel = PlotHelper.CreatePlotModel();
YearBalanceModel.IsLegendVisible = false;
BalanceModel.Axes.Add(new DateTimeAxis {
Position = AxisPosition.Bottom, IntervalType = DateTimeIntervalType.Months
});
FlowsModel.Axes.Add(new DateTimeAxis {
Position = AxisPosition.Bottom, IntervalType = DateTimeIntervalType.Months
});
YearBalanceModel.Axes.Add(new LinearAxis {
Position = AxisPosition.Left, IsAxisVisible = false
});
YearBalanceModel.Axes.Add(new DateTimeAxis {
Position = AxisPosition.Bottom, IntervalType = DateTimeIntervalType.Years
});
Update();
}
public static StockSummaryListViewModel GetStockSummaryByUser(string username)
{
Entities entities = new Entities();
StockSummaryListViewModel result = new StockSummaryListViewModel();
DateTime current = DateTime.Now;
var stocks = entities.Assets.Include("StockTransactions").Include("Liabilities").Where(x => x.Username.Equals(username) &&
x.AssetType == (int)Constants.Constants.ASSET_TYPE.STOCK &&
!x.DisabledDate.HasValue);
foreach (var stock in stocks)
{
StockSummaryViewModel stockViewModel = new StockSummaryViewModel();
stockViewModel.Name = stock.AssetName;
stockViewModel.Note = stock.Note;
foreach (var transactions in stock.StockTransactions.Where(x => !x.DisabledDate.HasValue))
{
StockTransactionViewModel transactionViewModel = StockQueries.CreateViewModel(transactions);
stockViewModel.NumberOfStock += (int)transactionViewModel.NumberOfStock.Value;
stockViewModel.SpotRice += transactionViewModel.SpotRice.Value;
stockViewModel.StockValue += transactionViewModel.StockValue.Value;
stockViewModel.ExpectedDividend += transactionViewModel.ExpectedDividend.Value;
var liabilites = transactionViewModel.Liabilities.Liabilities.Where(x => x.StartDate <= current && x.EndDate >= current);
stockViewModel.LiabilityValue = liabilites.Sum(x => x.Value.Value);
stockViewModel.MonthlyInterestPayment = liabilites.Sum(x => x.MonthlyInterestPayment);
stockViewModel.OriginalInterestPayment = liabilites.Sum(x => x.OriginalInterestPayment);
stockViewModel.MonthlyPayment = liabilites.Sum(x => x.TotalMonthlyPayment);
stockViewModel.AnnualPayment = stockViewModel.MonthlyPayment * 12;
stockViewModel.RemainedValue = liabilites.Sum(x => x.RemainedValue);
}
stockViewModel.InterestRate = stockViewModel.LiabilityValue > 0 ? stockViewModel.OriginalInterestPayment / stockViewModel.LiabilityValue * 12 : 0;
result.StockSummaries.Add(stockViewModel);
}
result.TotalLiabilityValue = result.StockSummaries.Sum(x => x.LiabilityValue);
result.TotalNumberOfStock = result.StockSummaries.Sum(x => x.NumberOfStock);
result.TotalStockValue = result.StockSummaries.Sum(x => x.StockValue);
result.TotalMonthlyInterestPayment = result.StockSummaries.Sum(x => x.MonthlyInterestPayment);
result.TotalInterestRate = result.TotalLiabilityValue > 0 ? result.StockSummaries.Sum(x => x.OriginalInterestPayment) / result.TotalLiabilityValue * 12 : 0;
result.TotalMonthlyPayment = result.StockSummaries.Sum(x => x.MonthlyPayment);
result.TotalAnnualPayment = result.StockSummaries.Sum(x => x.AnnualPayment);
result.TotalRemainedValue = result.StockSummaries.Sum(x => x.RemainedValue);
return(result);
}
