public BudgetPlanDetails GetById(int id)
{
var budgetPlan = _budgetPlanRepository.GetById(id);
if (budgetPlan == null)
{
return(null);
}
var budgetPlanExpenses = _budgetByExpenseTypeRepository.GetList2(x => x.ExpenseType).Where(x => x.BudgetPlanId == id);
var budgetExpenseTypes = new List <BudgetPlanExpenseType>();
foreach (var budgetPlanExpense in budgetPlanExpenses)
{
var expenseType = budgetPlanExpense.ExpenseType;
var mappedeExpenseType = Mapper.Map <ExpenseTypeList>(expenseType);
var budgetExpenseType = new BudgetPlanExpenseType()
{
ExpenseType = mappedeExpenseType,
ExpectedValue = budgetPlanExpense.Budget
};
budgetExpenseTypes.Add(budgetExpenseType);
}
var mappedBudgetPlan = Mapper.Map <BudgetPlanDetails>(budgetPlan);
mappedBudgetPlan.ExpenseTypes = budgetExpenseTypes.ToList();
return(mappedBudgetPlan);
}
public BudgetPlanDetails BuildBudgetPlan(int accountId, int?budgetPlanId = null)
{
var currencySymbol = _bankAccountRepository.GetById(accountId, x => x.Currency).Currency.Symbol;
var today = DateTime.Now;
var over12MonthsInterval = new Interval(today, DateTimeUnitEnums.Years, 1);
var previousInterval = new Interval(today, DateTimeUnitEnums.Months, 1);
var firstOfNextMonth = DateTimeFormatHelper.GetFirstDayOfMonth(today.AddMonths(1));
// Retrieve the categories
var categories = _ExpenseTypeRepository.GetList2().GroupBy(x => x.Id).ToDictionary(x => x.Key, y => y.Single());
// Retrieve the expenses over the last 12 months (excluding current month)
var expensesOver12Months = _ExpenseRepository.GetByParameters(new ExpenseGetListSearchParameters()
{
AccountId = accountId,
StartDate = over12MonthsInterval.StartDate,
EndDate = over12MonthsInterval.EndDate
});
// Group by category the expenses over the last 12 months
var expensesOver12MonthsByCategory = expensesOver12Months.GroupBy(x => x.ExpenseTypeId).ToDictionary(x => x.Key, y => y.ToList());
over12MonthsInterval.StartDate = DateTimeFormatHelper.GetFirstDayOfMonth(
expensesOver12Months.Any() ?
expensesOver12Months.OrderBy(x => x.DateExpense).First().DateExpense :
today);
var nbMonthInterval = over12MonthsInterval.Count(DateTimeUnitEnums.Months);
if (nbMonthInterval == 0)
{
nbMonthInterval = 1; // No expenses -> no division by zero
}
// Retrieve the expenses last months and group by category
var lastMonthExpenses = expensesOver12Months.Where(x => previousInterval.IsBetween(x.DateExpense)).ToList();
var lastMonthExpensesByCategory = lastMonthExpenses.GroupBy(x => x.ExpenseTypeId).ToDictionary(x => x.Key, y => y.ToList());
// Get the current Budget Plan for the account. If none, returns a default of cost of 0.00
var currentBudgetPlan = GetCurrent(accountId);
var currentBudgetPlanByCategory = currentBudgetPlan?.ExpenseTypes
.GroupBy(x => x.ExpenseType.Id)
.ToDictionary(x => x.Key, y => y.Single().ExpectedValue);
// Get the existing Budget Plan for the provided ID. If none, returns a default of cost of 0.00
var existingBudgetPlan = budgetPlanId.HasValue ? GetById(budgetPlanId.Value) : null;
var existingBudgetPlanByCategory = existingBudgetPlan?.ExpenseTypes.GroupBy(x => x.ExpenseType.Id).ToDictionary(x => x.Key, y => y.Single().ExpectedValue);
BudgetPlanDetails budgetPlan = null;
if (existingBudgetPlan != null)
{
budgetPlan = new BudgetPlanDetails()
{
Id = existingBudgetPlan.Id,
Name = existingBudgetPlan.Name,
ExpenseTypes = new List <BudgetPlanExpenseType>(),
CurrencySymbol = currencySymbol,
StartDate = existingBudgetPlan.StartDate,
EndDate = existingBudgetPlan.EndDate,
PlannedStartDate = firstOfNextMonth,
HasCurrentBudgetPlan = currentBudgetPlan != null,
BudgetPlanName = currentBudgetPlan?.Name
};
}
else
{
budgetPlan = new BudgetPlanDetails()
{
ExpenseTypes = new List <BudgetPlanExpenseType>(),
CurrencySymbol = currencySymbol,
HasCurrentBudgetPlan = currentBudgetPlan != null,
BudgetPlanName = currentBudgetPlan?.Name
};
}
foreach (var category in categories)
{
var expectedValue = 0.00M; var currentBudgetPlanValue = 0.00M;
if (currentBudgetPlan != null)
{
currentBudgetPlanValue = currentBudgetPlanByCategory.ContainsKey(category.Key)
? currentBudgetPlanByCategory[category.Key]
: 0.00M;
}
if (existingBudgetPlan != null)
{
expectedValue = existingBudgetPlanByCategory.ContainsKey(category.Key)
? existingBudgetPlanByCategory[category.Key]
: 0.00M;
}
else if (currentBudgetPlan != null)
{
expectedValue = currentBudgetPlanValue;
}
var previousMonthValue = lastMonthExpensesByCategory.ContainsKey(category.Key)
? lastMonthExpensesByCategory[category.Key].Sum(x => x.Cost)
: 0.00M;
var averageMonthValue = expensesOver12MonthsByCategory.ContainsKey(category.Key)
? expensesOver12MonthsByCategory[category.Key].Sum(x => x.Cost)
: 0.00M;
var mappedCategory = Mapper.Map <ExpenseTypeList>(category.Value);
var budgetPlanByCategory = new BudgetPlanExpenseType
{
CurrencySymbol = budgetPlan.CurrencySymbol,
ExpenseType = mappedCategory,
ExpectedValue = expectedValue,
PreviousMonthValue = previousMonthValue,
CurrentBudgetPlanValue = currentBudgetPlanValue,
AverageMonthValue = averageMonthValue / nbMonthInterval
};
budgetPlan.ExpenseTypes.Add(budgetPlanByCategory);
}
budgetPlan.ExpensePreviousMonthValue = lastMonthExpenses.Sum(x => x.Cost);
budgetPlan.ExpenseAverageMonthValue = expensesOver12Months.Sum(x => x.Cost) / nbMonthInterval;
budgetPlan.ExpenseCurrentBudgetPlanValue = currentBudgetPlan?.ExpenseTypes.Sum(x => x.ExpectedValue);
var incomes = _incomeRepository.GetList2().Where(x => x.AccountId == accountId).ToList();
budgetPlan.IncomeCurrentBudgetPlanValue = currentBudgetPlan?.ExpectedIncomes;
budgetPlan.IncomePreviousMonthValue = incomes.Where(x => previousInterval.IsBetween(x.DateIncome)).Sum(x => x.Cost);
budgetPlan.IncomeAverageMonthValue = incomes.Where(x => over12MonthsInterval.IsBetween(x.DateIncome)).Sum(x => x.Cost) / nbMonthInterval;
budgetPlan.ExpectedIncomes = existingBudgetPlan?.ExpectedIncomes ?? budgetPlan.IncomePreviousMonthValue;
var savings = _savingRepository.GetList2().Where(x => x.AccountId == accountId).ToList();
budgetPlan.SavingCurrentBudgetPlanValue = currentBudgetPlan?.ExpectedSavings;
budgetPlan.SavingPreviousMonthValue = savings.Where(x => previousInterval.IsBetween(x.DateSaving)).Sum(x => x.Amount);
budgetPlan.SavingAverageMonthValue = savings.Where(x => over12MonthsInterval.IsBetween(x.DateSaving)).Sum(x => x.Amount) / nbMonthInterval;
budgetPlan.ExpectedSavings = existingBudgetPlan?.ExpectedSavings ?? budgetPlan.SavingPreviousMonthValue;
return(budgetPlan);
}