public ActionResult AddCategoryToBudgetPlan(BudgetPlanCategoryDto bpc)
//public ActionResult AddCategoryToBudgetPlan(int BudgetPlanId, int CategoryId, bool UsePercent, decimal? AllocatedAmount, decimal? AllocatedPercentage)
{
string errMessage = null;
if (bpc.AllocatedAmount == null && bpc.AllocatedPercentage == null)
{
ModelState.AddModelError("Amount unset", "Either a dollar amount or a percentage must set for each budget category.");
}
if (ModelState.IsValid)
{
BudgetPlanningService s = new BudgetPlanningService();
s.AddCategoryToBudgetPlan(bpc);
}
else
{
errMessage = "";
foreach (var val in ModelState.Values)
{
foreach (var err in val.Errors)
{
errMessage += "\n" + err.ErrorMessage;
}
}
}
return(BudgetPlanCategoryListing(bpc.BudgetPlanId, errMessage));
}
public ActionResult AddCategoryToBudgetPlan_Blank(int budgetPlanId)
{
BudgetPlanCategoryDto b = new BudgetPlanCategoryDto();
LookupService s = new LookupService();
b.CategoryOptions = s.GetCategoryList(budgetPlanId);
return(PartialView("AddCategoryToBudgetPlan", b));
}
/// <summary>
///
/// </summary>
/// <param name="dateOfInterest"></param>
/// <returns></returns>
public List <BudgetPlanCategoryDto> GetMonthActivitiesByCategory(DateTime dateOfInterest)
{
DateTime firstDayOfMonth = new DateTime(dateOfInterest.Year, dateOfInterest.Month, 1);
BudgetPlanningService s = new BudgetPlanningService();
List <BudgetPlanCategoryDto> list = new List <BudgetPlanCategoryDto>();
using (BudgetingEntities db = new BudgetingEntities())
{
int budgetPlanId = s.GetSelectedBudgetPlan();
// initialize list
list = s.GetBudgetCategoryList(budgetPlanId);
foreach (BudgetPlanCategoryDto temp in list)
{
temp.Activities = new List <ActivityDto>();
}
list.Add(new BudgetPlanCategoryDto {
CategoryName = "Spending outside of budget",
Activities = new List <ActivityDto>()
});
// get all activities from this month
List <ActivityDto> thisMonthsActivities = GetThisMonthsActivities(dateOfInterest);
// sort this month's activities into the correct categories
foreach (ActivityDto dto in thisMonthsActivities)
{
if (dto.Pretax)
{
dto.Description = dto.Description + " (Pre-tax)";
}
BudgetPlanCategoryDto b = list.Find(x => x.CategoryId == dto.CategoryId);
if (b == null)
{
b = list.Find(x => x.CategoryId == 0);
if (b == null)
{
throw new Exception("Unable to add spending activity outside of budget plan.");
}
}
b.Activities.Add(dto);
}
// calculate spend information for each category
foreach (BudgetPlanCategoryDto c in list)
{
CalculateSpentAndRemaining(c);
// sort activities
c.Activities = c.Activities.OrderByDescending(x => x.DateOfActivity.Day).ToList();
}
// list sort
list = list.OrderByDescending(x => x.SpendingStatus).ToList();
}
return(list);
}
public int AddCategoryToBudgetPlan(BudgetPlanCategoryDto dto)
{
BudgetPlanCategory bc = new BudgetPlanCategory();
using (BudgetingEntities db = new BudgetingEntities())
{
//if (dto.CategoryId == 0)
//{
// // add to category table
// Category c = new Category();
// c.UserId = UserId;
// c.Name = dto.Name;
// db.Categories.Add(c);
// db.Entry(c).State = System.Data.Entity.EntityState.Added;
// db.SaveChanges();
// dto.CategoryId = c.CategoryId;
//}
// add to budget table
//decimal baseSalary = (from u in db.Users
// where u.UserId == UserId
// select u.BaseSalary)
// .Single() ?? 0;
//baseSalary = baseSalary / 12; // get month salary
bc.CategoryId = dto.CategoryId;
bc.BudgetPlanId = dto.BudgetPlanId;
bc.UsePercent = dto.UsePercent;
decimal tempVal;
if (dto.UsePercent)
{
if (Decimal.TryParse(dto.AllocatedPercentage, out tempVal))
{
bc.AllocatedPercentage = tempVal;
//bc.AllocatedAmount = (baseSalary == 0 ? null : (bc.AllocatedPercentage * baseSalary) / 100);
}
}
else
{
if (Decimal.TryParse(dto.AllocatedAmount, out tempVal))
{
bc.AllocatedAmount = tempVal;
//bc.AllocatedPercentage = (baseSalary == 0 ? null : (bc.AllocatedAmount / baseSalary) * 100);
}
}
db.BudgetPlanCategories.Add(bc);
db.Entry(bc).State = System.Data.Entity.EntityState.Added;
db.SaveChanges();
}
return(bc.BudgetPlanCategoryId);
}
public void SaveBudgetPlanCategory(BudgetPlanCategoryDto dto)
{
using (BudgetingEntities db = new BudgetingEntities())
{
BudgetPlanCategory bpc = GetBudgetPlanCategory(dto.BudgetPlanCategoryId);
if (!dto.UsePercent)
{
bpc.AllocatedAmount = Decimal.Parse(dto.AllocatedAmount);
}
else
{
bpc.AllocatedPercentage = Decimal.Parse(dto.AllocatedPercentage);
}
db.Entry(bpc).State = System.Data.Entity.EntityState.Modified;
db.SaveChanges();
}
}
/// <summary>
///
/// </summary>
/// <param name="c"></param>
private void CalculateSpentAndRemaining(BudgetPlanCategoryDto c)
{
decimal runningSpentSum = 0;
foreach (ActivityDto act in c.Activities)
{
//act.DateOfActivity = GetDateOfActivity(act, dateOfInterest);
runningSpentSum += (act.Amount ?? 0);
}
c.SpentAmount = runningSpentSum.ToString();
c.SpendingStatus = CategorySpendingStatus.Neutral;
decimal allocatedAmount;
if (Decimal.TryParse(c.AllocatedAmount, out allocatedAmount))
{
if (allocatedAmount > 0)
{
decimal percentage = (runningSpentSum / allocatedAmount) * 100;
percentage = Decimal.Round(percentage, 2);
c.SpentPercentage = percentage.ToString();
if (percentage < 95)
{
c.SpendingStatus = CategorySpendingStatus.Green;
}
else if (percentage > 100)
{
c.SpendingStatus = CategorySpendingStatus.Red;
}
else
{
c.SpendingStatus = CategorySpendingStatus.Yellow;
}
decimal remainingAmount = allocatedAmount - runningSpentSum;
c.RemainingAmount = Decimal.Round(remainingAmount, 2).ToString();
c.RemainingPercentage = Decimal.Round(((remainingAmount / allocatedAmount) * 100), 2).ToString();
}
}
//return c;
}
public ActionResult SavePercent(int budgetPlanCategoryId, string allocatedPercent)
{
BudgetPlanningService s = new BudgetPlanningService();
int budgetPlanId = s.GetSelectedBudgetPlan();
SummaryService ss = new SummaryService();
decimal temp = 0;
allocatedPercent = allocatedPercent.Replace('%', (char)0);
if (Decimal.TryParse(allocatedPercent, out temp))
{
BudgetPlanCategoryDto b = new BudgetPlanCategoryDto();
b.BudgetPlanCategoryId = budgetPlanCategoryId;
b.AllocatedPercentage = allocatedPercent;
b.UsePercent = true;
s.SaveBudgetPlanCategory(b);
}
else
{
ModelState.AddModelError(string.Empty, "Allocated percentage cannot be parsed as a decimal number. Please make sure Percent is a number.");
}
return(BudgetPlanCategoryListing(budgetPlanId));
}
public ActionResult SaveAmount(int budgetPlanCategoryId, string allocatedAmount)
{
BudgetPlanningService s = new BudgetPlanningService();
int budgetPlanId = s.GetSelectedBudgetPlan();
allocatedAmount = allocatedAmount.TrimStart('$'); // get rid of the dollar signs
decimal temp = 0;
if (Decimal.TryParse(allocatedAmount, out temp))
{
BudgetPlanCategoryDto b = new BudgetPlanCategoryDto();
b.BudgetPlanCategoryId = budgetPlanCategoryId;
b.AllocatedAmount = allocatedAmount;
b.UsePercent = false;
s.SaveBudgetPlanCategory(b);
}
else
{
ModelState.AddModelError(string.Empty, "Allocated amount cannot be parsed as a decimal number. Please make sure Amount is a number.");
}
return(BudgetPlanCategoryListing(budgetPlanId));
}
/// <summary>
///
/// </summary>
/// <param name="budgetPlanCategoryId"></param>
/// <param name="dateOfInterest"></param>
/// <returns></returns>
public BudgetPlanCategoryDto GetMonthCategoryActivities(int budgetPlanCategoryId, DateTime dateOfInterest)
{
BudgetPlanCategoryDto dto = new BudgetPlanCategoryDto();
DateTime firstDayOfMonth = new DateTime(dateOfInterest.Year, dateOfInterest.Month, 1);
var summary = GetMonthActivitiesByCategory(DateTime.Now);
dto = summary.Where(x => x.BudgetPlanCategoryId == budgetPlanCategoryId).Single();
return(dto);
//if (budgetPlanCategoryId == 0)
//{
//}
//else
//{
// dto.BudgetPlanCategoryId = budgetPlanCategoryId;
// using (BudgetingEntities db = new BudgetingEntities())
// {
// var searchingForBPC = (from bpc in db.BudgetPlanCategories
// join cat in db.Categories on bpc.CategoryId equals cat.CategoryId
// where bpc.BudgetPlanCategoryId == budgetPlanCategoryId
// select new BudgetPlanCategoryDto
// {
// BudgetPlanId = bpc.BudgetPlanId,
// BudgetPlanCategoryId = bpc.BudgetPlanCategoryId,
// CategoryId = cat.CategoryId,
// CategoryName = cat.Name,
// AllocatedAmount = (bpc.AllocatedAmount ?? 0).ToString(),
// AllocatedPercentage = (bpc.AllocatedPercentage ?? 0).ToString(),
// UsePercent = bpc.UsePercent
// })
// .ToList();
// if (!searchingForBPC.Any())
// {
// throw new Exception("Unable to find the budget plan category to delete from.");
// }
// if (searchingForBPC.Count > 1)
// {
// // TODO database shenanigans
// }
// dto = searchingForBPC.First();
// dto.Activities = (from a in db.Activities
// where a.CategoryId == dto.CategoryId
// && (a.DateOfActivity >= firstDayOfMonth
// || (a.Recurring == true
// && a.RecurringDay <= dateOfInterest.Day
// && a.DateOfActivity <= dateOfInterest))
// && a.Active == true
// select new ActivityDto
// {
// ActivityId = a.ActivityId,
// CategoryId = a.CategoryId,
// Amount = a.Amount,
// Description = a.Description,
// Recurring = a.Recurring ?? false,
// RecurringDay = a.RecurringDay ?? 1,
// DateOfActivity = a.DateOfActivity
// })
// .ToList();
// }
// dto.Activities = dto.Activities.OrderBy(x => x.DateOfActivity.Day).ToList();
//}
//CalculateSpentAndRemaining(dto);
//return dto;
}