public GoalsValueCalculationInfo(Goals goal, Planner planner, RiskProfileInfo riskProfileInfo, int riskprorfileId)
{
_goal = goal;
_planner = planner;
_planStartYear = _planner.StartDate.Year;
_riskProfileInfo = riskProfileInfo;
_riskProfileId = riskprorfileId;
growthPercentage = _riskProfileInfo.GetRiskProfileReturnRatio(_riskProfileId, getRemainingYearsFromPlanStartYear());
_futureValueOfGoal = getGoalFutureValue();
_currentValueOfGoal = getGoalCurrentValue();
_futureValueOfMappedInstruments = getTotalMappedInstrumentValue();
_futureValueOfMappedNonFinancialAssets = getFutureValueOfMappedNonFinancialAsset();
setLIFOPlanning();
}
private void addRowsInGoalCalculation()
{
int goalYear = int.Parse(_goal.StartYear);
decimal returnRatio = getRiskProfileReturnRatio(goalYear - _planner.StartDate.Year);
GoalsValueCalculationInfo goalsValueCal = GoalCalManager.GetGoalValueCalculation(_goal);
goalsValueCal.SetPortfolioValue(GetProfileValue());
for (int currentYear = _planner.StartDate.Year; currentYear <= goalYear; currentYear++)
{
GoalPlanning goalPlanning = goalsValueCal.GetGoalPlanning(currentYear);
if (goalPlanning == null)
{
goalPlanning = new GoalPlanning(_goal);
goalPlanning.Year = currentYear;
goalPlanning.GrowthPercentage = _riskProfileInfo.GetRiskProfileReturnRatio(_riskprofileId, goalPlanning.YearLeft);
goalPlanning.ActualFreshInvestment = 0;
}
DataRow dr = _dtGoalCalculation.NewRow();
returnRatio = goalPlanning.GrowthPercentage;
dr["Year Left"] = goalPlanning.YearLeft;
dr["Loan Instrument"] = 0;
double freshInvestment = goalPlanning.ActualFreshInvestment;
dr["Fresh Investment"] = Math.Round(freshInvestment);
if (currentYear == goalYear)
{
dr["Assets Mapping"] = goalsValueCal.FutureValueOfMappedNonFinancialAssets;
dr["Instrument Mapped"] = goalsValueCal.FutureValueOfMappedInstruments;
}
dr["Portfolio Value"] =
calculatePortfoliioValue(freshInvestment, returnRatio);
dr["Cash outflow Goal Year"] = (currentYear == goalYear) ? goalsValueCal.FutureValueOfGoal : 0;
dr["Portfolio Return"] = returnRatio;
_dtGoalCalculation.Rows.Add(dr);
}
}
public decimal GetGrowthPercentage(int calculationYear)
{
return(_riskProfileInfo.GetRiskProfileReturnRatio(_riskProfileId, getRemainingYearBy(calculationYear)));
}