public async Task <IActionResult> Settings()
{
var userName = HttpUserIdentity.CurrentUserName(User);
var settings = await _settingsRepo.GetUserSettingsByUserNameAsync(userName);
var contribution = settings != null && settings.ContributionStrategy != null
? new ContributionSettings {
contribution = settings.ContributionStrategy.AmountPerFrequency().FormatCurrency(), //"$250.10",
frequency = settings.ContributionStrategy.ContributionFrequency?.ToString() ?? "N/A", //"Biweekly"
description = string.Format("<p>{0} of your pay</p><p>{1} employer match</p>",
settings.ContributionStrategy.SalaryPercent?.ToString("P0") ?? "N/A",
settings.ContributionStrategy.CompanyMatch?.ToString("P0") ?? "N/A")
}
: ContributionSettings.Undefined();
var risks = settings != null && settings.RiskStrategy != null && _risksConfig.RiskStrategies.ContainsKey(settings.RiskStrategy)
? new RiskSettings {
profileName = _risksConfig.RiskStrategies[settings.RiskStrategy].Name, //"Aggressive Growth",
description = _risksConfig.RiskStrategies[settings.RiskStrategy].Description, //"<p>100% Growth Assets (Stocks)</p><p>0% Defensive Assets (Bonds)</p>",
fee = string.Format("{0:0.00}%", _risksConfig.RiskStrategies[settings.RiskStrategy].Fee) //"0.20%"
}
: RiskSettings.Undefined();
return(Json(new AccountSettings()
{
contribution = contribution,
riskProfile = risks
}));
}
public async Task <IActionResult> Values()
{
var userName = HttpUserIdentity.CurrentUserName(User);
var res = await _accountRepo.GetUserAccountsByUserNameAsync(userName);
if (!res.Any())
{
return(BadRequest(new { message = "You have no accounts configured" }));
}
return(Json(await GetAccountsWithValues(res)));
}
/// <summary>
/// Loads the identity.
/// </summary>
/// <param name="userId">The user id.</param>
private void LoadIdentity(string userId)
{
SysUser user = _userService.getByAccount(userId);
HttpUserIdentity identity = new HttpUserIdentity(userId, user.Name, user.Email, user);
identityCache[userId] = new IdentitiyCache(identity);
// ProfileBase profile = ProfileBase.Create(userId);
//string userName = profile.GetPropertyValue("Name").ToString();
//string unitCode = profile.GetPropertyValue("UnitCode").ToString();
//HttpUserIdentity identity = new HttpUserIdentity(userId, userName, unitCode, profile);
//identityCache[userId] = new IdentitiyCache(identity);
}
public async Task <IActionResult> UserInfo()
{
var userName = HttpUserIdentity.CurrentUserName(User);
var user = await _userManager.FindByEmailAsync(userName);
var accounts = await _accountRepo.GetUserAccountsByUserNameAsync(userName);
return(Json(new AppUser {
email = user.Email,
accounts = accounts.Select(x => new AppUser.AccountInfo {
id = x.AccountId,
name = x.DisplayName
}).ToArray()
}));
}
public async Task <IActionResult> Values(string id)
{
var userName = HttpUserIdentity.CurrentUserName(User);
var res = await _accountRepo.GetUserAccountsByUserNameAsync(userName);
if (!res.Any())
{
return(BadRequest(new { message = "You have no accounts configured" }));
}
var account = res.FirstOrDefault(x => x.AccountId == id);
if (account == null)
{
return(NotFound(new { message = "Account not found" }));
}
return(Json(await GetAccountWithValues(account)));
}
public async Task <IActionResult> Forecast()
{
var userName = HttpUserIdentity.CurrentUserName(User);
var age = (await _profileRepo.GetUserProfileByUserNameAsync(userName) ?? UserProfile.Default()).Age();
var accounts = (await _accountRepo.GetUserAccountsByUserNameAsync(userName));
var currentBalance = (await Task.WhenAll(accounts.Select(acc => _timeseriesRepo.GetLatestMarketValueForAccountAsync(acc.AccountId)))).Sum();
var startBalance = (await Task.WhenAll(accounts.Select(acc => _timeseriesRepo.GetStartMarketValueForAccountAsync(acc.AccountId)))).Sum();
//var halfWay = startBalance + (currentBalance - startBalance)/2;
var annualContribution = (await _settingsRepo.GetUserSettingsByUserNameAsync(userName))?.ContributionStrategy?.AnnualContribution() ?? 0;
var byAmount = currentBalance.HasValue
? _calculation.PredictionForYears(
startBalance: currentBalance.Value,
annualContribution: annualContribution,
annualGrowth: _calcConfig.DefaultGrowth,
years: age.HasValue ? (_calcConfig.YearsAtRetirement - age.Value) : _calcConfig.YearsForPrediction)
: default(double?);
return(Json(new Forecast {
byAmount = byAmount.FormatCurrency(), // "$1,019,101",
byAge = age.HasValue ? $"{_calcConfig.YearsAtRetirement}" : $"{_calcConfig.YearsForPrediction}", //"65"
currentAge = age.HasValue ? age.Value.ToString() : $"", //"52"
currentAmount = currentBalance.FormatCurrency(), // "$51,823.33",
forecast = new [] {
new ChartPointReal {
x = 1, label = "Joined Wealthperk", y = startBalance, z = startBalance
},
//new ChartPointReal { x = 2, label = "", y = halfWay, z = halfWay };
new ChartPointReal {
x = 2, label = age.HasValue ? $"{age} years old" : "current age", y = currentBalance, z = currentBalance
}, //x = 3
new ChartPoint {
x = 3, label = age.HasValue ? $"{_calcConfig.YearsAtRetirement} years old" : $" after {_calcConfig.YearsForPrediction} years", z = byAmount
} //x = 4
}, /*new [] {
* new ChartPointReal { x = 1, label = "Today", y = 180, z = 180 },
* new ChartPointReal { x = 2, label = "", y = 240, z = 240 },
* new ChartPointReal { x = 3, label = "48 years old", y = 360, z = 360 },
* new ChartPoint { x = 4, label = "65 years old", z = 1000 }
* }*/
forRetirement = age.HasValue
}));
}
/// <summary>
/// Initializes a new instance of the <see cref="IdentitiyCache"/> class.
/// </summary>
/// <param name="identity">The identity.</param>
public IdentitiyCache(HttpUserIdentity identity)
{
this.userIdentity = identity;
this.timeStamp = DateTime.Now;
}
