/// <summary>
/// Calculates the savings plan for the given <paramref name="tag"/>.
/// </summary>
/// <param name="tag">The tag.</param>
public ISavingsPlan CalculateSavingsPlan(string tag)
{
var savingsPlan = new SavingsPlan {
Tag = tag, Date = DateTime.Now
};
var yearQuery = new TransactionYearsQuery()
.Register(new TransactionStartDateFilter(DateTime.MinValue))
.Register(new TransactionEndDateFilter(_dateCalculationService.GetEndOfToDay()))
.Register(new TransactionTagFilter(tag))
.Register(new TransactionDividendFilter(true));
var years = _queryDispatcher.Execute(yearQuery).ToList();
foreach (var year in years)
{
var period = new SavingsPlanPeriod()
{
Year = year.ToString()
};
//Time period
var start = _dateCalculationService.GetStartAndEndDateOfYear(new DateTime(year, 1, 1), out DateTime end);
var lastYearEnd = _dateCalculationService.GetEndDateOfYear(new DateTime(years[0] - 1, 1, 1));
//Only this year
var actualPeriodResult = CalculateCurrentPeriod(start, end, tag);
period.PerformanceActualPeriodPercentage = actualPeriodResult.PerformanceActualPeriodPercentage;
period.SumDividends = actualPeriodResult.SumDividends;
//Accumulated till this end of year
var periodResult = CalculateOverallPeriod(lastYearEnd, end, tag);
period.SumOrderCostsPercentage = periodResult.SumOrderCostsPercentage;
period.SumOrderCosts = periodResult.SumOrderCosts;
period.SumInpayment = periodResult.SumInpayment;
period.SumCapital = periodResult.SumCapital;
period.PerformanceOverallPeriodPercentage = periodResult.PerformanceOverallPeriodPercentage;
period.SumOverallDividends = periodResult.SumOverallDividends;
period.SumOverallDividendsPercentage = decimal.Round((periodResult.SumOverallDividends / periodResult.SumInpayment) * 100, 2);
period.IsCurrentYear = DateTime.Now.Year == year;
period.IsForecast = false;
savingsPlan.Periods.Add(period);
}
//Forecast
if (savingsPlan.Periods.Any())
{
var startYear = years.Max() + 1;
var amountOfForecastYears = years.Min() + 35 - startYear;
foreach (ISavingsPlanPeriod forecast in GetTagPeriodForecast(amountOfForecastYears, startYear, savingsPlan.Periods))
{
savingsPlan.Periods.Add(forecast);
}
}
return(savingsPlan);
}
/// <summary>
/// Creates the years.
/// </summary>
/// <param name="slice">The slice.</param>
/// <param name="date">The minimum date. Any date earlier that this will not be incorporated if not affected.</param>
private void CreateYears(AllTimeSlice slice, DateTime date)
{
foreach (var year in _dateCalculationService.GetInvolvedYears(slice.Start, slice.End))
{
//Skip earlier years
if (year < date.Year)
{
continue;
}
var startOfYear = _dateCalculationService.GetStartAndEndDateOfYear(year, out DateTime endOfYear);
var yearSlice = new YearTimeSlice(startOfYear, endOfYear, year);
CreateQuarters(yearSlice, date);
slice.AddSlice(yearSlice);
}
}