public static Form AmountByTransactionTypesReport(Control parameters)
{
try
{
DateTypesTagsControl pars = parameters as DateTypesTagsControl;
DateTime StartDate = DateTime.Now;
DateTime EndDate = DateTime.Now;
IEnumerable<MoneyDataSet.AccountTypesRow> AccountTypes = null;
IEnumerable<MoneyDataSet.TransactionTypesRow> TransactionTypes = null;
IEnumerable<String> Tags = null;
int AccountTypeCount = 0;
int TransactionTypeCount = 0;
int TagCount = 0;
if (pars != null)
{
MethodInvoker inv = delegate()
{
StartDate = pars.dtpStartDate.Value;
EndDate = pars.dtpEndDate.Value;
AccountTypes = pars.lbAccountTypes.SelectedItems.Cast<MoneyDataSet.AccountTypesRow>().ToArray();
AccountTypeCount = pars.lbAccountTypes.Items.Count;
TransactionTypes = pars.lbTransactionTypes.SelectedItems.Cast<MoneyDataSet.TransactionTypesRow>().ToArray();
TransactionTypeCount = pars.lbTransactionTypes.Items.Count;
Tags = pars.lbTags.SelectedItems.Cast<String>().ToArray();
TagCount = pars.lbTags.Items.Count;
};
pars.Invoke(inv);
ReportChartForm form = new ReportChartForm();
form.Text = String.Format(Resources.Labels.AmountsByTransactionTypesFormTitleFormat, StartDate.ToShortDateString(), EndDate.ToShortDateString());
List<AmountByTransactionTypeEntry> entries = new List<AmountByTransactionTypeEntry>();
foreach (MoneyDataSet.TransactionTypesRow tt in TransactionTypes)
{
double amount = 0;
foreach (MoneyDataSet.TransactionsRow t in MoneyDataKeeper.Instance.Transactions.Where(tr =>
((tr.IsActive) && (tr.TypeID == tt.ID) &&
(AccountTypes.Contains(tr.AccountRow.AccountTypesRow)) &&
(tr.TransactionTime >= StartDate.Date) &&
((!tr.GetTransactionTagsRows().Any()) ||
(tr.GetTransactionTagsRows().Select(tags => (tags.TagRow.Title)).Intersect(Tags).Any())) &&
(tr.TransactionTime < EndDate.Date.AddDays(1)))))
{
amount += Math.Abs(t.Amount * t.AccountRow.CurrenciesRow.ExchangeRate);
}
if (amount > 0)
{
entries.Add(new AmountByTransactionTypeEntry(tt.Title, amount));
}
}
StringBuilder title = new StringBuilder();
if (AccountTypes.Count() != AccountTypeCount)
{
title.AppendLine(String.Format(Resources.Labels.OnlyAccountTypes,
String.Join(Consts.UI.EnumerableSeparator, AccountTypes.Select(a => (a.Title)))));
}
if (TransactionTypes.Count() != TransactionTypeCount)
{
title.AppendLine(String.Format(Resources.Labels.OnlyTransactionTypesTypes,
String.Join(Consts.UI.EnumerableSeparator, TransactionTypes.Select(a => (a.Title)))));
}
if (Tags.Count() != TagCount)
{
title.AppendLine(String.Format(Resources.Labels.OnlyTags, String.Join(Consts.UI.EnumerableSeparator, Tags)));
}
if (!String.IsNullOrWhiteSpace(title.ToString()))
{
form.Chart.Titles.Add(title.ToString());
}
// form.Chart.Series[0].ChartType = SeriesChartType.Pie;
form.Chart.DataSource = entries;
form.Chart.ChartAreas[0].AxisY.LabelStyle.Format = Consts.UI.NumericFormat;
form.Chart.Series[0].XValueType = ChartValueType.String;
form.Chart.Series[0].YValueType = ChartValueType.Double;
form.Chart.Series[0].YValuesPerPoint = 1;
form.Chart.Series[0].ShadowOffset = 1;
form.Chart.Series[0].ToolTip = Consts.UI.SmallChartToolTip;
form.Chart.Series[0].Palette = ChartColorPalette.Pastel;
form.Chart.Series[0].XValueMember = AmountByTransactionTypeEntry.TransactionTypeTitle;
form.Chart.Series[0].YValueMembers = AmountByTransactionTypeEntry.AmountTitle;
form.Chart.DataBind();
return form;
}
}
catch (Exception e)
{
Log.Write(e);
}
return null;
}
public static Form AmountByTagsChartReport(Control parameters)
{
try
{
MoneyDataKeeper keeper = MoneyDataKeeper.Instance;
DateTypesTagsControl pars = parameters as DateTypesTagsControl;
DateTime StartDate = DateTime.Now;
DateTime EndDate = DateTime.Now;
IEnumerable<MoneyDataSet.AccountTypesRow> AccountTypes = null;
IEnumerable<MoneyDataSet.TransactionTypesRow> TransactionTypes = null;
IEnumerable<String> Tags = null;
int AccountTypeCount = 0;
int TransactionTypeCount = 0;
int TagCount = 0;
if (pars != null)
{
MethodInvoker inv = delegate()
{
StartDate = pars.dtpStartDate.Value;
EndDate = pars.dtpEndDate.Value;
AccountTypes = pars.lbAccountTypes.SelectedItems.Cast<MoneyDataSet.AccountTypesRow>().ToArray();
AccountTypeCount = pars.lbAccountTypes.Items.Count;
TransactionTypes = pars.lbTransactionTypes.SelectedItems.Cast<MoneyDataSet.TransactionTypesRow>().ToArray();
TransactionTypeCount = pars.lbTransactionTypes.Items.Count;
Tags = pars.lbTags.SelectedItems.Cast<String>().ToArray();
TagCount = pars.lbTags.Items.Count;
};
pars.Invoke(inv);
ReportChartForm form = new ReportChartForm();
form.Text = String.Format(Resources.Labels.AmountByTagsFormTitleFormat,
StartDate.ToShortDateString(), EndDate.ToShortDateString());
List<AmountByTagEntry> entries = new List<AmountByTagEntry>();
foreach (MoneyDataSet.TagsRow tag in keeper.DataSet.Tags.Where(t => (Tags.Contains(t.Title))))
{
double spent = 0;
double earned = 0;
IEnumerable<MoneyDataSet.TransactionsRow> transactionList = keeper.Transactions.Where(t =>
((t.IsActive) && (!t.TypeID.Equals(MoneyDataSet.IDs.TransactionTypes.Correction)) &&
(TransactionTypes.Contains(t.TransactionTypesRow)) &&
(AccountTypes.Contains(t.AccountRow.AccountTypesRow)) &&
(t.EntryTime >= StartDate.Date) &&
(t.EntryTime < EndDate.Date.AddDays(1)) &&
(t.GetTransactionTagsRows().Where(tt => (tt.TagID == tag.ID)).Any())));
foreach (MoneyDataSet.TransactionsRow transaction in transactionList)
{
if (transaction.TransactionTypesRow.IsIncome)
{
earned += transaction.Amount * transaction.AccountRow.CurrenciesRow.ExchangeRate;
}
else
{
spent += transaction.Amount * transaction.AccountRow.CurrenciesRow.ExchangeRate;
}
}
if ((spent != 0) || (earned != 0))
{
entries.Add(new AmountByTagEntry(tag.Title, spent, earned));
}
}
StringBuilder title = new StringBuilder();
if (AccountTypes.Count() != AccountTypeCount)
{
title.AppendLine(String.Format(Resources.Labels.OnlyAccountTypes,
String.Join(Consts.UI.EnumerableSeparator, AccountTypes.Select(a => (a.Title)))));
}
if (TransactionTypes.Count() != TransactionTypeCount)
{
title.AppendLine(String.Format(Resources.Labels.OnlyTransactionTypesTypes,
String.Join(Consts.UI.EnumerableSeparator,TransactionTypes.Select(a => (a.Title)))));
}
if (Tags.Count() != TagCount)
{
title.AppendLine(String.Format(Resources.Labels.OnlyTags, String.Join(Consts.UI.EnumerableSeparator, Tags)));
}
if (!String.IsNullOrWhiteSpace(title.ToString()))
{
form.Chart.Titles.Add(title.ToString());
}
form.Chart.DataSource = entries;
Legend legend = new Legend();
form.Chart.Legends.Add(legend);
form.Chart.ChartAreas[0].AxisY.LabelStyle.Format = Consts.UI.NumericFormat;
form.Chart.Series[0].XValueType = ChartValueType.String;
form.Chart.Series[0].YValueType = ChartValueType.Double;
form.Chart.Series[0].YValuesPerPoint = 1;
form.Chart.Series[0].ShadowOffset = 1;
form.Chart.Series[0].ToolTip = String.Format(Consts.UI.DefaultChartToolTipFormat, Resources.Labels.SpentTitle);
form.Chart.Series[0].Color = Color.DarkSalmon;
form.Chart.Series[0].XValueMember = AmountByTagEntry.TagTitle;
form.Chart.Series[0].YValueMembers = AmountByTagEntry.SpentTitle;
form.Chart.Series[0].Legend = legend.Name;
form.Chart.Series[0].LegendText = Resources.Labels.SpentTitle;
form.Chart.Series.Add(new Series());
form.Chart.Series[1].XValueType = ChartValueType.String;
form.Chart.Series[1].YValueType = ChartValueType.Double;
form.Chart.Series[1].YValuesPerPoint = 1;
form.Chart.Series[1].ShadowOffset = 1;
form.Chart.Series[1].XValueMember = AmountByTagEntry.TagTitle;
form.Chart.Series[1].YValueMembers = AmountByTagEntry.EarnedTitle;
form.Chart.Series[1].ToolTip = String.Format(Consts.UI.DefaultChartToolTipFormat, Resources.Labels.EarnedTitle);
form.Chart.Series[1].Color = Color.SteelBlue;
form.Chart.Series[1].Legend = legend.Name;
form.Chart.Series[1].LegendText = Resources.Labels.EarnedTitle;
form.Chart.DataBind();
return form;
}
}
catch (Exception e)
{
Log.Write(e);
}
return null;
}
public static Form ActualBalanceChangesReport(Control parameters)
{
try
{
MoneyDataKeeper keeper = MoneyDataKeeper.Instance;
DateOnlyControl pars = parameters as DateOnlyControl;
DateTime StartDate = DateTime.Now;
DateTime EndDate = DateTime.Now;
if (pars != null)
{
MethodInvoker inv = delegate()
{
StartDate = pars.dtpStartDate.Value;
EndDate = pars.dtpEndDate.Value;
};
pars.Invoke(inv);
ReportChartForm form = new ReportChartForm();
form.Text = String.Format(Resources.Labels.ActualBalanceChangesFormTitleFormat,
StartDate.ToShortDateString(), EndDate.ToShortDateString());
List<BalanceByDateEntry> entries = new List<BalanceByDateEntry>();
DateTime current = StartDate.Date;
while (current < EndDate)
{
double assets = 0;
double debts = 0;
foreach (MoneyDataSet.AccountsRow account in keeper.Accounts)
{
if (account.AccountTypesRow.IsDebit)
{
assets += keeper.GetAccountBalace(account, current) * account.CurrenciesRow.ExchangeRate;
}
else
{
debts += Math.Abs(keeper.GetAccountBalace(account, current) * account.CurrenciesRow.ExchangeRate);
}
}
entries.Add(new BalanceByDateEntry(current, assets, debts));
current = current.AddDays(1);
}
List<BalanceByDateEntry> entriesForecast = new List<BalanceByDateEntry>();
double assetsForecast = 0;
double debtsForecast = 0;
foreach (MoneyDataSet.AccountsRow account in keeper.Accounts)
{
if (account.AccountTypesRow.IsDebit)
{
assetsForecast += keeper.GetAccountBalace(account, StartDate) * account.CurrenciesRow.ExchangeRate;
}
else
{
debtsForecast += Math.Abs(keeper.GetAccountBalace(account, StartDate) * account.CurrenciesRow.ExchangeRate);
}
}
entriesForecast.Add(new BalanceByDateEntry(StartDate.Date, assetsForecast, debtsForecast));
foreach (MoneyDataKeeper.ActivePlannedTransactionEntry plan in keeper.GetActivePlannedTransactions(StartDate, EndDate).OrderBy(o => (o.Date)))
{
// skipping plans without date
if (plan.Date.Equals(DateTime.MaxValue)) continue;
if (plan.PlannedTransaction.AccountTypeRow.IsDebit)
{
if (plan.PlannedTransaction.TransactionTypeRow.IsIncome)
{
assetsForecast += plan.PlannedTransaction.Amount * plan.PlannedTransaction.CurrenciesRow.ExchangeRate;
}
else
{
assetsForecast -= plan.PlannedTransaction.Amount * plan.PlannedTransaction.CurrenciesRow.ExchangeRate;
}
}
else
{
if (plan.PlannedTransaction.TransactionTypeRow.IsIncome)
{
debtsForecast -= plan.PlannedTransaction.Amount * plan.PlannedTransaction.CurrenciesRow.ExchangeRate;
}
else
{
debtsForecast += plan.PlannedTransaction.Amount * plan.PlannedTransaction.CurrenciesRow.ExchangeRate;
}
}
entriesForecast.Add(new BalanceByDateEntry(plan.Date, assetsForecast, debtsForecast));
}
entriesForecast.Add(new BalanceByDateEntry(EndDate.Date.AddDays(1), assetsForecast, debtsForecast));
Legend legend = new Legend();
form.Chart.ChartAreas[0].AxisY.ScaleBreakStyle.Enabled = true;
form.Chart.ChartAreas[0].AxisY.ScaleBreakStyle.MaxNumberOfBreaks = 1;
form.Chart.ChartAreas[0].AxisY.LabelStyle.Format = Consts.UI.NumericFormat;
form.Chart.Legends.Add(legend);
form.Chart.Series[0].ChartType = SeriesChartType.Line;
form.Chart.Series[0].BorderWidth = 3;
form.Chart.Series[0].XValueType = ChartValueType.Date;
form.Chart.Series[0].YValueType = ChartValueType.Double;
form.Chart.Series[0].YValuesPerPoint = 1;
form.Chart.Series[0].ToolTip = String.Format(Consts.UI.DefaultChartToolTipFormat, Resources.Labels.AssetsPlannedTitle);
form.Chart.Series[0].Color = Color.Blue;
form.Chart.Series[0].Points.DataBind(entriesForecast, BalanceByDateEntry.DateTitle, BalanceByDateEntry.AssetsTitle, String.Empty);
form.Chart.Series[0].Legend = legend.Name;
form.Chart.Series[0].LegendText = Resources.Labels.AssetsPlannedTitle;
form.Chart.Series.Add(new Series());
form.Chart.Series[1].ChartType = SeriesChartType.Line;
form.Chart.Series[1].BorderWidth = 3;
form.Chart.Series[1].XValueType = ChartValueType.DateTime;
form.Chart.Series[1].YValueType = ChartValueType.Double;
form.Chart.Series[1].YValuesPerPoint = 1;
form.Chart.Series[1].ToolTip = String.Format(Consts.UI.DefaultChartToolTipFormat, Resources.Labels.AssetsTitle);
form.Chart.Series[1].Color = Color.Green;
form.Chart.Series[1].Points.DataBind(entries, BalanceByDateEntry.DateTitle, BalanceByDateEntry.AssetsTitle, String.Empty);
form.Chart.Series[1].Legend = legend.Name;
form.Chart.Series[1].LegendText = Resources.Labels.AssetsTitle;
form.Chart.Series.Add(new Series());
form.Chart.Series[2].ChartType = SeriesChartType.Line;
form.Chart.Series[2].BorderWidth = 3;
form.Chart.Series[2].XValueType = ChartValueType.Date;
form.Chart.Series[2].YValueType = ChartValueType.Double;
form.Chart.Series[2].YValuesPerPoint = 1;
form.Chart.Series[2].Points.DataBind(entriesForecast, BalanceByDateEntry.DateTitle, BalanceByDateEntry.DebtsTitle, String.Empty);
form.Chart.Series[2].ToolTip = String.Format(Consts.UI.DefaultChartToolTipFormat, Resources.Labels.DebtsPlannedTitle);
form.Chart.Series[2].Color = Color.Orange;
form.Chart.Series[2].Legend = legend.Name;
form.Chart.Series[2].LegendText = Resources.Labels.DebtsPlannedTitle;
form.Chart.Series.Add(new Series());
form.Chart.Series[3].ChartType = SeriesChartType.Line;
form.Chart.Series[3].BorderWidth = 3;
form.Chart.Series[3].XValueType = ChartValueType.DateTime;
form.Chart.Series[3].YValueType = ChartValueType.Double;
form.Chart.Series[3].YValuesPerPoint = 1;
form.Chart.Series[3].Points.DataBind(entries, BalanceByDateEntry.DateTitle, BalanceByDateEntry.DebtsTitle, String.Empty);
form.Chart.Series[3].ToolTip = String.Format(Consts.UI.DefaultChartToolTipFormat, Resources.Labels.DebtsTitle);
form.Chart.Series[3].Color = Color.Red;
form.Chart.Series[3].Legend = legend.Name;
form.Chart.Series[3].LegendText = Resources.Labels.DebtsTitle;
form.Chart.DataBind();
return form;
}
}
catch (Exception e)
{
Log.Write(e);
}
return null;
}
public static Form SpendingStructureReport(Control parameters)
{
const String PieLabelStyle = "PieLabelStyle";
const String PieLabelStyleValue = "Outside";
try
{
DateOnlyControl pars = parameters as DateOnlyControl;
DateTime StartDate = DateTime.Now;
DateTime EndDate = DateTime.Now;
if (pars != null)
{
MethodInvoker inv = delegate()
{
StartDate = pars.dtpStartDate.Value;
EndDate = pars.dtpEndDate.Value;
};
pars.Invoke(inv);
ReportChartForm form = new ReportChartForm();
form.Text = String.Format(Resources.Labels.SpendingStructureFormTitleFormat,
StartDate.ToShortDateString(), EndDate.ToShortDateString());
List<AmountByTransactionTypeEntry> entries = new List<AmountByTransactionTypeEntry>();
foreach (MoneyDataSet.TransactionTypesRow tt in MoneyDataKeeper.Instance.GetTransactionTypes(false))
{
// excluding irrelevant transaction types
if ((tt.ID.Equals(MoneyDataSet.IDs.TransactionTypes.Correction)) ||
(tt.ID.Equals(MoneyDataSet.IDs.TransactionTypes.TransferOut))) continue;
double amount = 0;
foreach (MoneyDataSet.TransactionsRow t in MoneyDataKeeper.Instance.Transactions.Where(tr =>
((tr.IsActive) && (tr.TypeID == tt.ID) &&
(tr.TransactionTime >= StartDate.Date) &&
(tr.TransactionTime < EndDate.Date.AddDays(1)))))
{
amount += Math.Abs(t.Amount * t.AccountRow.CurrenciesRow.ExchangeRate);
}
if (amount > 0)
{
entries.Add(new AmountByTransactionTypeEntry(tt.Title, amount));
}
}
form.Chart.Series[0].ChartType = SeriesChartType.Doughnut;
form.Chart.DataSource = entries;
form.Chart.Series[0].XValueType = ChartValueType.String;
form.Chart.Series[0].YValueType = ChartValueType.Double;
form.Chart.Series[0].YValuesPerPoint = 1;
form.Chart.Series[0].ShadowOffset = 1;
form.Chart.Series[0].ToolTip = Consts.UI.ChartWithPercentageToolTip;
form.Chart.Series[0].XValueMember = AmountByTransactionTypeEntry.TransactionTypeTitle;
form.Chart.Series[0].YValueMembers = AmountByTransactionTypeEntry.AmountTitle;
form.Chart.Series[0].Label = Consts.UI.ChartWithPercentageToolTip;
form.Chart.Series[0].SmartLabelStyle.Enabled = true;
form.Chart.Series[0].SmartLabelStyle.CalloutStyle = LabelCalloutStyle.Underlined;
form.Chart.Series[0].SmartLabelStyle.CalloutLineDashStyle = ChartDashStyle.Solid;
form.Chart.Series[0].SmartLabelStyle.CalloutLineAnchorCapStyle = LineAnchorCapStyle.Arrow;
form.Chart.Series[0].SmartLabelStyle.AllowOutsidePlotArea = LabelOutsidePlotAreaStyle.Yes;
form.Chart.Series[0].SmartLabelStyle.CalloutLineWidth = 1;
form.Chart.Series[0][PieLabelStyle] = PieLabelStyleValue;
form.Chart.ChartAreas[0].Area3DStyle.Enable3D = true;
//form.Chart.ChartAreas[0].Area3DStyle.Rotation = 10;
//form.Chart.Series[0].Palette = ChartColorPalette.Pastel;
form.Chart.DataBind();
return form;
}
}
catch (Exception e)
{
Log.Write(e);
}
return null;
}