public W2Report(FlowDocumentView view, MyMoney money, IServiceProvider sp)
{
this.myMoney = money;
this.year = DateTime.Now.Year;
this.view = view;
this.serviceProvider = sp;
view.PreviewMouseLeftButtonUp += OnPreviewMouseLeftButtonUp;
this.taxCategories = new TaxCategoryCollection();
}
public W2Report(FlowDocumentView view, MyMoney money, IServiceProvider sp, int fiscalYearStart)
{
this.myMoney = money;
this.fiscalYearStart = fiscalYearStart;
SetStartDate(DateTime.Now.Year);
this.view = view;
this.serviceProvider = sp;
view.PreviewMouseLeftButtonUp += OnPreviewMouseLeftButtonUp;
this.taxCategories = new TaxCategoryCollection();
}
private void GenerateCategories(IReportWriter writer)
{
TaxCategoryCollection taxCategories = new TaxCategoryCollection();
List <TaxCategory> list = taxCategories.GenerateGroups(money, year);
if (list == null)
{
writer.WriteParagraph("You have not associated any categories with tax categories.");
writer.WriteParagraph("Please use the Category Properties dialog to associate tax categories then try again.");
return;
}
writer.WriteHeading("Tax Categories");
writer.StartTable();
writer.StartColumnDefinitions();
writer.WriteColumnDefinition("auto", 100, double.MaxValue);
writer.WriteColumnDefinition("auto", 100, double.MaxValue);
writer.EndColumnDefinitions();
writer.StartHeaderRow();
writer.StartCell();
writer.WriteParagraph("Category");
writer.EndCell();
writer.StartCell();
writer.WriteNumber("Amount");
writer.EndCell();
writer.EndRow();
decimal tax = GetSalesTax();
writer.StartRow();
writer.StartCell();
writer.WriteParagraph("Sales Tax");
writer.EndCell();
writer.StartCell();
writer.WriteNumber(tax.ToString("C"), FontStyles.Normal, FontWeights.Bold, null);
writer.EndCell();
writer.EndRow();
foreach (TaxCategory tc in list)
{
writer.StartHeaderRow();
writer.StartCell();
writer.WriteParagraph(tc.Name);
writer.EndCell();
writer.StartCell();
writer.EndCell();
writer.EndRow();
decimal sum = 0;
IDictionary <string, List <Transaction> > groups = tc.Groups;
foreach (KeyValuePair <string, List <Transaction> > subtotal in groups)
{
writer.StartRow();
writer.StartCell();
writer.WriteParagraph(subtotal.Key);
writer.EndCell();
writer.StartCell();
decimal value = (from t in subtotal.Value select t.Amount).Sum();
if (tc.DefaultSign < 0)
{
value = value * -1;
}
writer.WriteNumber(value.ToString("C"));
writer.EndCell();
writer.EndRow();
sum += value;
}
writer.StartRow();
writer.StartCell();
writer.EndCell();
writer.StartCell();
writer.WriteNumber(sum.ToString("C"), FontStyles.Normal, FontWeights.Bold, null);
writer.EndCell();
writer.EndRow();
}
writer.EndTable();
}
/// <summary>
/// Populate the "Groups" property on the tax categories that are in use in the given year.
/// </summary>
public List <TaxCategory> GenerateGroups(MyMoney money, int year)
{
List <TaxCategory> result = new List <TaxCategory>();
TaxCategoryCollection taxCategories = new TaxCategoryCollection();
Dictionary <TaxCategory, List <Category> > map = new Dictionary <TaxCategory, List <Category> >();
// find out if we have any tax related categories...
foreach (Category c in money.Categories.GetCategories())
{
if (c.TaxRefNum != 0)
{
TaxCategory tc = taxCategories.Find(c.TaxRefNum);
if (tc != null)
{
List <Category> list = null;
if (!map.TryGetValue(tc, out list))
{
map[tc] = list = new List <Category>();
}
list.Add(c);
}
}
}
if (map.Count == 0)
{
return(null);
}
foreach (KeyValuePair <TaxCategory, List <Category> > pair in map)
{
TaxCategory tc = pair.Key;
List <Category> list = pair.Value;
SortedDictionary <string, List <Transaction> > groups = new SortedDictionary <string, List <Transaction> >();
foreach (Category c in list)
{
// don't allow child categories, require exact category match.
var rows = money.Transactions.GetTransactionsByCategory(c, null, (cat) => { return(c == cat); });
foreach (Transaction t in rows)
{
if (t.Date.Year != year)
{
continue;
}
if (t.Account.IsTaxDeferred)
{
continue;
}
string group = null;
switch (tc.SortOrder)
{
case SortOrder.SortByAsset:
group = t.Account.Name;
break;
case SortOrder.SortByCategory:
group = c.Name;
break;
case SortOrder.None:
case SortOrder.SortByPayee:
group = t.PayeeName;
break;
}
if (!string.IsNullOrEmpty(group))
{
List <Transaction> tlist = null;
if (!groups.TryGetValue(group, out tlist))
{
groups[group] = tlist = new List <Transaction>();
}
tlist.Add(t);
}
}
}
if (groups.Count > 0)
{
tc.Groups = groups;
result.Add(tc);
}
}
return(result);
}
