public void NoExpenses_Test()
{
// Arrange
var account = AccountHelper.CreateAccountModel(1);
var typeEntities = new List <ExpenseType>
{
ExpenseTypeHelper.CreateExpenseTypeModel(1, "Food"),
ExpenseTypeHelper.CreateExpenseTypeModel(2, "Energy")
};
var now = DateTime.Now;
var oneMonthAgo = DateTime.Now.AddMonths(-1);
var twoMonthsAgo = DateTime.Now.AddMonths(-2);
var nowName = DateTimeFormatHelper.GetMonthNameAndYear(now);
var oneMonthAgoName = DateTimeFormatHelper.GetMonthNameAndYear(oneMonthAgo);
var twoMonthsAgoName = DateTimeFormatHelper.GetMonthNameAndYear(twoMonthsAgo);
var threeMonthsAgoName = DateTimeFormatHelper.GetMonthNameAndYear(DateTime.Now.AddMonths(-3));
var expenses = new List <Expense>();
var incomes = new List <Income>();
var savings = new List <Saving>();
var service = SetupExpenseService(account, typeEntities, expenses, incomes, savings);
// Act
var result = service.GetExpenseSummary(1, null);
// Assert
Assert.False(result.HasCurrentBudgetPlan);
Assert.False(result.HasExpenses);
Assert.Equal(0, result.TotalExpensesOver12Months);
Assert.Equal(0, result.AverageExpenses);
Assert.Equal(0, result.AverageIncomes);
Assert.Equal(0, result.AverageSavings);
Assert.Equal(13, result.DetailedExpensesOver12Months.Count);
Assert.Equal(0, result.DetailedExpensesOver12Months[nowName].ExpenseValue);
Assert.Equal(0, result.DetailedExpensesOver12Months[oneMonthAgoName].ExpenseValue);
Assert.Equal(0, result.DetailedExpensesOver12Months[twoMonthsAgoName].ExpenseValue);
Assert.Equal(0, result.DetailedExpensesOver12Months[threeMonthsAgoName].ExpenseValue);
Assert.Equal(7, result.DetailedMovementsOver6Months.Count);
Assert.Equal(0, result.DetailedMovementsOver6Months[nowName].ExpenseValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[oneMonthAgoName].ExpenseValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[twoMonthsAgoName].ExpenseValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[threeMonthsAgoName].ExpenseValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[nowName].IncomeValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[oneMonthAgoName].IncomeValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[twoMonthsAgoName].IncomeValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[threeMonthsAgoName].IncomeValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[nowName].SavingValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[oneMonthAgoName].SavingValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[twoMonthsAgoName].SavingValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[threeMonthsAgoName].SavingValue);
Assert.Equal(2, result.ExpensesByCategory.Count);
var c1 = result.ExpensesByCategory.Single(x => x.CategoryId == 1);
Assert.Equal(0, c1.AverageCostOver12Months);
Assert.Equal(0, c1.CostCurrentMonth);
Assert.Equal(0, c1.CostOver12Month);
Assert.Equal(0, c1.CostPlannedMonthly);
Assert.Equal(0, c1.CostPreviousMonth);
Assert.Equal(13, c1.ExpensesByMonth.Count);
Assert.Equal(0, c1.ExpensesByMonth[nowName].CategoryExpenses);
Assert.Equal(0, c1.ExpensesByMonth[oneMonthAgoName].CategoryExpenses);
Assert.Equal(0, c1.ExpensesByMonth[twoMonthsAgoName].CategoryExpenses);
Assert.Equal(0, c1.ExpensesByMonth[threeMonthsAgoName].CategoryExpenses);
var c2 = result.ExpensesByCategory.Single(x => x.CategoryId == 2);
Assert.Equal(0, c2.AverageCostOver12Months);
Assert.Equal(0, c2.CostCurrentMonth);
Assert.Equal(0, c2.CostOver12Month);
Assert.Equal(0, c2.CostPlannedMonthly);
Assert.Equal(0, c2.CostPreviousMonth);
Assert.Equal(13, c2.ExpensesByMonth.Count);
Assert.Equal(0, c2.ExpensesByMonth[nowName].CategoryExpenses);
Assert.Equal(0, c2.ExpensesByMonth[oneMonthAgoName].CategoryExpenses);
Assert.Equal(0, c2.ExpensesByMonth[twoMonthsAgoName].CategoryExpenses);
Assert.Equal(0, c2.ExpensesByMonth[threeMonthsAgoName].CategoryExpenses);
}
public ExpenseSummary GetExpenseSummary(int accountId, BudgetPlanDetails budgetPlan)
{
var account = _bankAccountRepository.GetById(accountId, x => x.Bank, x => x.Currency);
if (account == null)
{
throw new ArgumentException("Account can't be null.");
}
var today = DateTime.Now;
var over12MonthsInterval = new Interval(today, DateTimeUnitEnums.Years, 1);
var over6MonthsInterval = new Interval(today, DateTimeUnitEnums.Months, 6);
var currentMonthInterval = new Interval(today, today);
var previousInterval = new Interval(today, DateTimeUnitEnums.Months, 1);
var categories = _ExpenseTypeRepository.GetList2().GroupBy(x => x.Id).ToDictionary(x => x.Key, y => y.Single());
var over12MonthsNames = over12MonthsInterval.GetIntervalsByMonth();
var currentMonthName = currentMonthInterval.GetSingleMonthName();
// Retrieve both current month expenses and over 12 months expenses
var expenses = GetExpenses(new PFM.Services.DTOs.SearchParameters.ExpenseGetListSearchParameters
{
AccountId = accountId,
StartDate = over12MonthsInterval.StartDate,
EndDate = currentMonthInterval.EndDate
});
// Reset the start date to the first movement (First day of the same month)
over12MonthsInterval.StartDate = DateTimeFormatHelper.GetFirstDayOfMonth(
expenses.Any() ?
expenses.OrderBy(x => x.DateExpense).First().DateExpense :
today);
// Count the number of months in the interval
var nbMonthInterval = over12MonthsInterval.Count(DateTimeUnitEnums.Months);
if (nbMonthInterval == 0)
{
nbMonthInterval = 1; // No expenses -> no division by zero
}
// Get current budget plan if it exists
var budgetPlanByCategory =
budgetPlan?.ExpenseTypes.GroupBy(x => x.ExpenseType.Id).ToDictionary(x => x.Key, y => y.Single().ExpectedValue)
?? categories.ToDictionary(x => x.Key, y => (decimal)0.00);
var expensesByCategories = expenses.Any()
? expenses.GroupBy(x => x.ExpenseTypeId).ToDictionary(x => x.Key, y => y.ToList())
: categories.ToDictionary(x => x.Key, y => new List <ExpenseList>());
var expensesByCategory = new List <ExpenseSummaryByCategory>();
foreach (var exp in expensesByCategories)
{
var category = categories[exp.Key];
var expensesCurrentMonth = exp.Value.Where(x => currentMonthInterval.IsBetween(x.DateExpense)).ToList();
var expensesPreviousMonth = exp.Value.Where(x => previousInterval.IsBetween(x.DateExpense)).ToList();
var expensesOver12Months = exp.Value.Where(x => over12MonthsInterval.IsBetween(x.DateExpense)).ToList();
// ReSharper disable once UseObjectOrCollectionInitializer
var expenseSummary = new ExpenseSummaryByCategory();
expenseSummary.CurrencySymbol = account.Currency.Symbol;
expenseSummary.CategoryId = category.Id;
expenseSummary.CategoryName = category.Name;
expenseSummary.CategoryColor = category.GraphColor;
expenseSummary.CostCurrentMonth = expensesCurrentMonth.Sum(x => x.Cost);
expenseSummary.CostPreviousMonth = expensesPreviousMonth.Sum(x => x.Cost);
expenseSummary.CostPlannedMonthly = budgetPlanByCategory.ContainsKey(exp.Key) ? budgetPlanByCategory[exp.Key] : 0;
expenseSummary.CostOver12Month = expensesOver12Months.Sum(x => x.Cost);
expenseSummary.AverageCostOver12Months = expenseSummary.CostOver12Month / nbMonthInterval;
// Retrieve the expenses per months (details and summary)
foreach (var month in over12MonthsNames)
{
var interval = month.Value;
var expByMonth = exp.Value.Where(x => interval.IsBetween(x.DateExpense)).ToList();
expenseSummary.Expenses.Add(month.Key, expByMonth);
expenseSummary.ExpensesByMonth.Add(month.Key, new ExpenseSummaryByCategoryAndByMonth(expByMonth.Sum(x => x.Cost)));
}
expenseSummary.Expenses.Add(currentMonthName, expensesCurrentMonth);
expenseSummary.ExpensesByMonth.Add(currentMonthName, new ExpenseSummaryByCategoryAndByMonth(expensesCurrentMonth.Sum(x => x.Cost)));
expensesByCategory.Add(expenseSummary);
}
var totalExpensesOver12Months = expenses.Where(x => over12MonthsInterval.IsBetween(x.DateExpense)).Sum(x => x.Cost);
// Get actual/expected expenses by month for last 12 Months
var budgetPlanExpenses = budgetPlanByCategory.Values.Sum(x => x);
var detailedExpensesOver12Months = new Dictionary <string, ExpenseSummaryByMonth>();
foreach (var month in over12MonthsNames)
{
var interval = month.Value;
var expByMonth = expenses.Where(x => interval.IsBetween(x.DateExpense)).Sum(x => x.Cost);
detailedExpensesOver12Months.Add(month.Key, new ExpenseSummaryByMonth()
{
ExpenseValue = expByMonth,
ExpenseExpectedValue = budgetPlanExpenses
});
}
detailedExpensesOver12Months.Add(currentMonthName, new ExpenseSummaryByMonth()
{
ExpenseValue = expenses.Where(x => currentMonthInterval.IsBetween(x.DateExpense)).Sum(x => x.Cost),
ExpenseExpectedValue = budgetPlanExpenses
});
var incomes = _incomeRepository.GetList2().Where(x => x.AccountId == accountId && x.DateIncome >= over12MonthsInterval.StartDate && x.DateIncome < currentMonthInterval.EndDate).ToList();
var savings = _savingRepository.GetList2().Where(x => x.AccountId == accountId && x.DateSaving >= over12MonthsInterval.StartDate && x.DateSaving < currentMonthInterval.EndDate).ToList();
// Get the incomes/expenses/savings by month for last 6 months
var over6MonthsNames = over6MonthsInterval.GetIntervalsByMonth();
var detailedMovementsOver6Months = new Dictionary <string, ExpenseSummaryByMonth>();
foreach (var month in over6MonthsNames)
{
var interval = month.Value;
var incomeByMonth = incomes.Where(x => interval.IsBetween(x.DateIncome)).Sum(x => x.Cost);
var savingByMonth = savings.Where(x => interval.IsBetween(x.DateSaving)).Sum(x => x.Amount);
detailedMovementsOver6Months.Add(month.Key, new ExpenseSummaryByMonth()
{
ExpenseValue = detailedExpensesOver12Months[month.Key].ExpenseValue,
IncomeValue = incomeByMonth,
SavingValue = savingByMonth
});
}
detailedMovementsOver6Months.Add(currentMonthName, new ExpenseSummaryByMonth()
{
ExpenseValue = detailedExpensesOver12Months[currentMonthName].ExpenseValue,
IncomeValue = incomes.Where(x => currentMonthInterval.IsBetween(x.DateIncome)).Sum(x => x.Cost),
SavingValue = savings.Where(x => currentMonthInterval.IsBetween(x.DateSaving)).Sum(x => x.Amount)
});
var ExpenseSummary = new ExpenseSummary()
{
Account = Mapper.Map <AccountDetails>(account),
ExpensesByCategory = expensesByCategory.OrderByDescending(x => x.CostCurrentMonth).ToList(),
LabelCurrentMonth = DateTimeFormatHelper.GetMonthNameAndYear(today),
LabelPreviousMonth = DateTimeFormatHelper.GetMonthNameAndYear(today.AddMonths(-1)),
BudgetPlanName = budgetPlan != null ? budgetPlan.Name : string.Empty,
AccountName = account.Name,
DisplayDashboard = true,
CurrencySymbol = account.Currency.Symbol,
HasCurrentBudgetPlan = budgetPlan != null,
HasExpenses = expenses.Any(),
HasCategories = categories.Any(),
TotalExpensesOver12Months = totalExpensesOver12Months,
DetailedExpensesOver12Months = detailedExpensesOver12Months,
DetailedMovementsOver6Months = detailedMovementsOver6Months,
CurrentMonthTotalExpense = expenses.Where(x => currentMonthInterval.IsBetween(x.DateExpense)).Sum(x => x.Cost),
AverageExpenses = expenses.Where(x => over12MonthsInterval.IsBetween(x.DateExpense)).Sum(x => x.Cost) / nbMonthInterval,
AverageIncomes = incomes.Where(x => over12MonthsInterval.IsBetween(x.DateIncome)).Sum(x => x.Cost) / nbMonthInterval,
AverageSavings = savings.Where(x => over12MonthsInterval.IsBetween(x.DateSaving)).Sum(x => x.Amount) / nbMonthInterval
};
return(ExpenseSummary);
}
public void WithExpensesIncomesAndSavings_Test()
{
// Arrange
var account = AccountHelper.CreateAccountModel(1);
var typeEntities = new List <ExpenseType>
{
ExpenseTypeHelper.CreateExpenseTypeModel(1, "Food"),
ExpenseTypeHelper.CreateExpenseTypeModel(2, "Energy")
};
var i = 1;
var now = DateTime.Now;
var oneMonthAgo = DateTime.Now.AddMonths(-1);
var twoMonthsAgo = DateTime.Now.AddMonths(-2);
var nowName = DateTimeFormatHelper.GetMonthNameAndYear(now);
var oneMonthAgoName = DateTimeFormatHelper.GetMonthNameAndYear(oneMonthAgo);
var twoMonthsAgoName = DateTimeFormatHelper.GetMonthNameAndYear(twoMonthsAgo);
var threeMonthsAgoName = DateTimeFormatHelper.GetMonthNameAndYear(DateTime.Now.AddMonths(-3));
var expenses = new List <Expense>()
{
ExpenseHelper.CreateExpenseModel(i++, now, 100, 1),
ExpenseHelper.CreateExpenseModel(i++, now, 200, 2),
ExpenseHelper.CreateExpenseModel(i++, now, 300, 2),
ExpenseHelper.CreateExpenseModel(i++, oneMonthAgo, 200, 1),
ExpenseHelper.CreateExpenseModel(i++, oneMonthAgo.AddDays(-1), 100, 2),
ExpenseHelper.CreateExpenseModel(i++, oneMonthAgo.AddDays(-2), 150, 2),
ExpenseHelper.CreateExpenseModel(i++, twoMonthsAgo, 300, 2),
ExpenseHelper.CreateExpenseModel(i++, twoMonthsAgo.AddDays(-2), 100, 1),
ExpenseHelper.CreateExpenseModel(i, twoMonthsAgo.AddDays(-1), 600, 2)
};
var incomes = new List <Income>()
{
IncomeHelper.CreateIncomeModel(1, now, 1000, 1),
IncomeHelper.CreateIncomeModel(2, now.AddDays(-1), 300, 1),
IncomeHelper.CreateIncomeModel(3, oneMonthAgo, 1200, 1),
IncomeHelper.CreateIncomeModel(4, twoMonthsAgo, 1400, 1)
};
var savings = new List <Saving>()
{
SavingHelper.CreateSavingModel(1, now, 500, 1),
SavingHelper.CreateSavingModel(2, oneMonthAgo, 700, 1),
SavingHelper.CreateSavingModel(3, twoMonthsAgo, 600, 1)
};
var service = SetupExpenseService(account, typeEntities, expenses, incomes, savings);
// Act
var result = service.GetExpenseSummary(1, null);
// Assert
Assert.True(result.HasExpenses);
Assert.False(result.HasCurrentBudgetPlan);
Assert.Equal(1450, result.TotalExpensesOver12Months);
Assert.Equal(725, result.AverageExpenses);
Assert.Equal(1300, result.AverageIncomes);
Assert.Equal(650, result.AverageSavings);
Assert.Equal(13, result.DetailedExpensesOver12Months.Count);
Assert.Equal(600, result.DetailedExpensesOver12Months[nowName].ExpenseValue);
Assert.Equal(450, result.DetailedExpensesOver12Months[oneMonthAgoName].ExpenseValue);
Assert.Equal(1000, result.DetailedExpensesOver12Months[twoMonthsAgoName].ExpenseValue);
Assert.Equal(0, result.DetailedExpensesOver12Months[threeMonthsAgoName].ExpenseValue);
Assert.Equal(7, result.DetailedMovementsOver6Months.Count);
Assert.Equal(600, result.DetailedMovementsOver6Months[nowName].ExpenseValue);
Assert.Equal(450, result.DetailedMovementsOver6Months[oneMonthAgoName].ExpenseValue);
Assert.Equal(1000, result.DetailedMovementsOver6Months[twoMonthsAgoName].ExpenseValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[threeMonthsAgoName].ExpenseValue);
Assert.Equal(1300, result.DetailedMovementsOver6Months[nowName].IncomeValue);
Assert.Equal(1200, result.DetailedMovementsOver6Months[oneMonthAgoName].IncomeValue);
Assert.Equal(1400, result.DetailedMovementsOver6Months[twoMonthsAgoName].IncomeValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[threeMonthsAgoName].IncomeValue);
Assert.Equal(500, result.DetailedMovementsOver6Months[nowName].SavingValue);
Assert.Equal(700, result.DetailedMovementsOver6Months[oneMonthAgoName].SavingValue);
Assert.Equal(600, result.DetailedMovementsOver6Months[twoMonthsAgoName].SavingValue);
Assert.Equal(0, result.DetailedMovementsOver6Months[threeMonthsAgoName].SavingValue);
}