public CashflowBriefModel GenerateCashflowSummaryModel(List<Cashflow> cashFlows) {
List<CashFlowBriefItem> items = new List<CashFlowBriefItem>();
foreach (Months month in Enum.GetValues(typeof(Months))) {
string currentMonth = edisRepo.GetEnumDescription(month);
var currentFlows = cashFlows.Where(c => c.Month == currentMonth);
CashFlowBriefItem newItem = new CashFlowBriefItem {
month = currentMonth,
expense = currentFlows.Sum(c => c.Expenses),
income = currentFlows.Sum(c => c.Income)
};
items.Add(newItem);
}
CashflowBriefModel model = new CashflowBriefModel {
totalExpense = items.Sum(i => i.expense),
totalIncome = items.Sum(i => i.income),
data = items
};
return model;
}
public CashflowBriefModel GetCashflowSummary_Client()
{
Client client = edisRepo.GetClientSync(User.Identity.GetUserId(), DateTime.Now);
ClientGroup clientGroup = edisRepo.GetClientGroupSync(client.ClientGroupId, DateTime.Now);
if (clientGroup.MainClientId == client.Id)
{
List<GroupAccount> groupAccounts = edisRepo.GetAccountsForClientGroupSync(clientGroup.ClientGroupNumber, DateTime.Now);
List<ClientAccount> clientAccounts = edisRepo.GetAccountsForClientSync(client.ClientNumber, DateTime.Now);
double totalExpenseInAssets = 0;
double totalIncomeInAssets = 0;
List<CashFlowBriefItem> items = new List<CashFlowBriefItem>();
CashFlowBriefItem jan = new CashFlowBriefItem();
CashFlowBriefItem feb = new CashFlowBriefItem();
CashFlowBriefItem mar = new CashFlowBriefItem();
CashFlowBriefItem apr = new CashFlowBriefItem();
CashFlowBriefItem may = new CashFlowBriefItem();
CashFlowBriefItem jun = new CashFlowBriefItem();
CashFlowBriefItem jul = new CashFlowBriefItem();
CashFlowBriefItem aug = new CashFlowBriefItem();
CashFlowBriefItem sep = new CashFlowBriefItem();
CashFlowBriefItem oct = new CashFlowBriefItem();
CashFlowBriefItem nov = new CashFlowBriefItem();
CashFlowBriefItem dec = new CashFlowBriefItem();
foreach (var account in groupAccounts)
{
List<Cashflow> cashFlows = account.GetAssetsSync().OfType<ManagedInvestment>().Cast<AssetBase>().ToList().GetMonthlyCashflows();
foreach (var cashflow in cashFlows)
{
switch (cashflow.Month)
{
case "Jan": jan.date = DateTime.Now; jan.expense += cashflow.Expenses; jan.income += cashflow.Income; jan.month = cashflow.Month; break;
case "Feb": feb.date = DateTime.Now; feb.expense += cashflow.Expenses; feb.income += cashflow.Income; feb.month = cashflow.Month; break;
case "Mar": mar.date = DateTime.Now; mar.expense += cashflow.Expenses; mar.income += cashflow.Income; mar.month = cashflow.Month; break;
case "Apr": apr.date = DateTime.Now; apr.expense += cashflow.Expenses; apr.income += cashflow.Income; apr.month = cashflow.Month; break;
case "May": may.date = DateTime.Now; may.expense += cashflow.Expenses; may.income += cashflow.Income; may.month = cashflow.Month; break;
case "Jun": jun.date = DateTime.Now; jun.expense += cashflow.Expenses; jun.income += cashflow.Income; jun.month = cashflow.Month; break;
case "Jul": jul.date = DateTime.Now; jul.expense += cashflow.Expenses; jul.income += cashflow.Income; jul.month = cashflow.Month; break;
case "Aug": aug.date = DateTime.Now; aug.expense += cashflow.Expenses; aug.income += cashflow.Income; aug.month = cashflow.Month; break;
case "Sep": sep.date = DateTime.Now; sep.expense += cashflow.Expenses; sep.income += cashflow.Income; sep.month = cashflow.Month; break;
case "Oct": oct.date = DateTime.Now; oct.expense += cashflow.Expenses; oct.income += cashflow.Income; oct.month = cashflow.Month; break;
case "Nov": nov.date = DateTime.Now; nov.expense += cashflow.Expenses; nov.income += cashflow.Income; nov.month = cashflow.Month; break;
case "Dec": dec.date = DateTime.Now; dec.expense += cashflow.Expenses; dec.income += cashflow.Income; dec.month = cashflow.Month; break;
default: break;
}
totalExpenseInAssets += cashflow.Expenses;
totalIncomeInAssets += cashflow.Income;
}
}
foreach (var account in clientAccounts)
{
List<Cashflow> cashFlows = account.GetAssetsSync().OfType<ManagedInvestment>().Cast<AssetBase>().ToList().GetMonthlyCashflows();
foreach (var cashflow in cashFlows)
{
switch (cashflow.Month)
{
case "Jan": jan.date = DateTime.Now; jan.expense += cashflow.Expenses; jan.income += cashflow.Income; jan.month = cashflow.Month; break;
case "Feb": feb.date = DateTime.Now; feb.expense += cashflow.Expenses; feb.income += cashflow.Income; feb.month = cashflow.Month; break;
case "Mar": mar.date = DateTime.Now; mar.expense += cashflow.Expenses; mar.income += cashflow.Income; mar.month = cashflow.Month; break;
case "Apr": apr.date = DateTime.Now; apr.expense += cashflow.Expenses; apr.income += cashflow.Income; apr.month = cashflow.Month; break;
case "May": may.date = DateTime.Now; may.expense += cashflow.Expenses; may.income += cashflow.Income; may.month = cashflow.Month; break;
case "Jun": jun.date = DateTime.Now; jun.expense += cashflow.Expenses; jun.income += cashflow.Income; jun.month = cashflow.Month; break;
case "Jul": jul.date = DateTime.Now; jul.expense += cashflow.Expenses; jul.income += cashflow.Income; jul.month = cashflow.Month; break;
case "Aug": aug.date = DateTime.Now; aug.expense += cashflow.Expenses; aug.income += cashflow.Income; aug.month = cashflow.Month; break;
case "Sep": sep.date = DateTime.Now; sep.expense += cashflow.Expenses; sep.income += cashflow.Income; sep.month = cashflow.Month; break;
case "Oct": oct.date = DateTime.Now; oct.expense += cashflow.Expenses; oct.income += cashflow.Income; oct.month = cashflow.Month; break;
case "Nov": nov.date = DateTime.Now; nov.expense += cashflow.Expenses; nov.income += cashflow.Income; nov.month = cashflow.Month; break;
case "Dec": dec.date = DateTime.Now; dec.expense += cashflow.Expenses; dec.income += cashflow.Income; dec.month = cashflow.Month; break;
default: break;
}
totalExpenseInAssets += cashflow.Expenses;
totalIncomeInAssets += cashflow.Income;
}
}
items.Add(jan);
items.Add(feb);
items.Add(mar);
items.Add(apr);
items.Add(may);
items.Add(jun);
items.Add(jul);
items.Add(aug);
items.Add(sep);
items.Add(oct);
items.Add(nov);
items.Add(dec);
CashflowBriefModel model = new CashflowBriefModel
{
totalExpense = totalExpenseInAssets,
totalIncome = totalIncomeInAssets,
data = items
};
return model;
}
else
{
List<ClientAccount> accounts = edisRepo.GetAccountsForClientSync(client.ClientNumber, DateTime.Now);
double totalExpenseInAssets = 0;
double totalIncomeInAssets = 0;
List<CashFlowBriefItem> items = new List<CashFlowBriefItem>();
CashFlowBriefItem jan = new CashFlowBriefItem { month = "Jan" };
CashFlowBriefItem feb = new CashFlowBriefItem { month = "Feb" };
CashFlowBriefItem mar = new CashFlowBriefItem { month = "Mar" };
CashFlowBriefItem apr = new CashFlowBriefItem { month = "Apr" };
CashFlowBriefItem may = new CashFlowBriefItem { month = "May" };
CashFlowBriefItem jun = new CashFlowBriefItem { month = "Jun" };
CashFlowBriefItem jul = new CashFlowBriefItem { month = "Jul" };
CashFlowBriefItem aug = new CashFlowBriefItem { month = "Aug" };
CashFlowBriefItem sep = new CashFlowBriefItem { month = "Sep" };
CashFlowBriefItem oct = new CashFlowBriefItem { month = "Oct" };
CashFlowBriefItem nov = new CashFlowBriefItem { month = "Nov" };
CashFlowBriefItem dec = new CashFlowBriefItem { month = "Dec" };
foreach (var account in accounts)
{
List<Cashflow> cashFlows = account.GetAssetsSync().OfType<ManagedInvestment>().Cast<AssetBase>().ToList().GetMonthlyCashflows();
foreach (var cashflow in cashFlows)
{
switch (cashflow.Month)
{
case "Jan": jan.date = DateTime.Now; jan.expense += cashflow.Expenses; jan.income += cashflow.Income; break;
case "Feb": feb.date = DateTime.Now; feb.expense += cashflow.Expenses; feb.income += cashflow.Income; break;
case "Mar": mar.date = DateTime.Now; mar.expense += cashflow.Expenses; mar.income += cashflow.Income; break;
case "Apr": apr.date = DateTime.Now; apr.expense += cashflow.Expenses; apr.income += cashflow.Income; break;
case "May": may.date = DateTime.Now; may.expense += cashflow.Expenses; may.income += cashflow.Income; break;
case "Jun": jun.date = DateTime.Now; jun.expense += cashflow.Expenses; jun.income += cashflow.Income; break;
case "Jul": jul.date = DateTime.Now; jul.expense += cashflow.Expenses; jul.income += cashflow.Income; break;
case "Aug": aug.date = DateTime.Now; aug.expense += cashflow.Expenses; aug.income += cashflow.Income; break;
case "Sep": sep.date = DateTime.Now; sep.expense += cashflow.Expenses; sep.income += cashflow.Income; break;
case "Oct": oct.date = DateTime.Now; oct.expense += cashflow.Expenses; oct.income += cashflow.Income; break;
case "Nov": nov.date = DateTime.Now; nov.expense += cashflow.Expenses; nov.income += cashflow.Income; break;
case "Dec": dec.date = DateTime.Now; dec.expense += cashflow.Expenses; dec.income += cashflow.Income; break;
default: break;
}
totalExpenseInAssets += cashflow.Expenses;
totalIncomeInAssets += cashflow.Income;
}
}
items.Add(jan);
items.Add(feb);
items.Add(mar);
items.Add(apr);
items.Add(may);
items.Add(jun);
items.Add(jul);
items.Add(aug);
items.Add(sep);
items.Add(oct);
items.Add(nov);
items.Add(dec);
CashflowBriefModel model = new CashflowBriefModel
{
totalExpense = totalExpenseInAssets,
totalIncome = totalIncomeInAssets,
data = items
};
return model;
}
}
public CashflowBriefModel GetCashflow_Adviser(string clientGroupId = null)
{
if (string.IsNullOrEmpty(clientGroupId))
{
List<GroupAccount> groupAccounts = edisRepo.getAllClientGroupAccountsForAdviser(User.Identity.GetUserId(), DateTime.Now);
List<ClientAccount> clientAccounts = edisRepo.getAllClientAccountsForAdviser(User.Identity.GetUserId(), DateTime.Now);
double totalExpenseInAssets = 0;
double totalIncomeInAssets = 0;
List<CashFlowBriefItem> items = new List<CashFlowBriefItem>();
CashFlowBriefItem jan = new CashFlowBriefItem { month = "Jan" };
CashFlowBriefItem feb = new CashFlowBriefItem { month = "Feb" };
CashFlowBriefItem mar = new CashFlowBriefItem { month = "Mar" };
CashFlowBriefItem apr = new CashFlowBriefItem { month = "Apr" };
CashFlowBriefItem may = new CashFlowBriefItem { month = "May" };
CashFlowBriefItem jun = new CashFlowBriefItem { month = "Jun" };
CashFlowBriefItem jul = new CashFlowBriefItem { month = "Jul" };
CashFlowBriefItem aug = new CashFlowBriefItem { month = "Aug" };
CashFlowBriefItem sep = new CashFlowBriefItem { month = "Sep" };
CashFlowBriefItem oct = new CashFlowBriefItem { month = "Oct" };
CashFlowBriefItem nov = new CashFlowBriefItem { month = "Nov" };
CashFlowBriefItem dec = new CashFlowBriefItem { month = "Dec" };
foreach (var account in groupAccounts)
{
List<Cashflow> cashFlows = account.GetLiabilitiesSync().OfType<Insurance>().Cast<LiabilityBase>().ToList().GetMonthlyCashflows();
foreach (var cashflow in cashFlows)
{
switch (cashflow.Month)
{
case "Jan": jan.date = DateTime.Now; jan.expense += cashflow.Expenses; jan.income += cashflow.Income; break;
case "Feb": feb.date = DateTime.Now; feb.expense += cashflow.Expenses; feb.income += cashflow.Income; break;
case "Mar": mar.date = DateTime.Now; mar.expense += cashflow.Expenses; mar.income += cashflow.Income; break;
case "Apr": apr.date = DateTime.Now; apr.expense += cashflow.Expenses; apr.income += cashflow.Income; break;
case "May": may.date = DateTime.Now; may.expense += cashflow.Expenses; may.income += cashflow.Income; break;
case "Jun": jun.date = DateTime.Now; jun.expense += cashflow.Expenses; jun.income += cashflow.Income; break;
case "Jul": jul.date = DateTime.Now; jul.expense += cashflow.Expenses; jul.income += cashflow.Income; break;
case "Aug": aug.date = DateTime.Now; aug.expense += cashflow.Expenses; aug.income += cashflow.Income; break;
case "Sep": sep.date = DateTime.Now; sep.expense += cashflow.Expenses; sep.income += cashflow.Income; break;
case "Oct": oct.date = DateTime.Now; oct.expense += cashflow.Expenses; oct.income += cashflow.Income; break;
case "Nov": nov.date = DateTime.Now; nov.expense += cashflow.Expenses; nov.income += cashflow.Income; break;
case "Dec": dec.date = DateTime.Now; dec.expense += cashflow.Expenses; dec.income += cashflow.Income; break;
default: break;
}
totalExpenseInAssets += cashflow.Expenses;
totalIncomeInAssets += cashflow.Income;
}
}
foreach (var account in clientAccounts)
{
List<Cashflow> cashFlows = account.GetLiabilitiesSync().OfType<Insurance>().Cast<LiabilityBase>().ToList().GetMonthlyCashflows();
foreach (var cashflow in cashFlows)
{
switch (cashflow.Month)
{
case "Jan": jan.date = DateTime.Now; jan.expense += cashflow.Expenses; jan.income += cashflow.Income; break;
case "Feb": feb.date = DateTime.Now; feb.expense += cashflow.Expenses; feb.income += cashflow.Income; break;
case "Mar": mar.date = DateTime.Now; mar.expense += cashflow.Expenses; mar.income += cashflow.Income; break;
case "Apr": apr.date = DateTime.Now; apr.expense += cashflow.Expenses; apr.income += cashflow.Income; break;
case "May": may.date = DateTime.Now; may.expense += cashflow.Expenses; may.income += cashflow.Income; break;
case "Jun": jun.date = DateTime.Now; jun.expense += cashflow.Expenses; jun.income += cashflow.Income; break;
case "Jul": jul.date = DateTime.Now; jul.expense += cashflow.Expenses; jul.income += cashflow.Income; break;
case "Aug": aug.date = DateTime.Now; aug.expense += cashflow.Expenses; aug.income += cashflow.Income; break;
case "Sep": sep.date = DateTime.Now; sep.expense += cashflow.Expenses; sep.income += cashflow.Income; break;
case "Oct": oct.date = DateTime.Now; oct.expense += cashflow.Expenses; oct.income += cashflow.Income; break;
case "Nov": nov.date = DateTime.Now; nov.expense += cashflow.Expenses; nov.income += cashflow.Income; break;
case "Dec": dec.date = DateTime.Now; dec.expense += cashflow.Expenses; dec.income += cashflow.Income; break;
default: break;
}
totalExpenseInAssets += cashflow.Expenses;
totalIncomeInAssets += cashflow.Income;
}
}
items.Add(jan);
items.Add(feb);
items.Add(mar);
items.Add(apr);
items.Add(may);
items.Add(jun);
items.Add(jul);
items.Add(aug);
items.Add(sep);
items.Add(oct);
items.Add(nov);
items.Add(dec);
CashflowBriefModel model = new CashflowBriefModel
{
totalExpense = totalExpenseInAssets,
totalIncome = totalIncomeInAssets,
data = items
};
return model;
//return repo.AustralianEquity_GetCashflowSummary_Adviser(User.Identity.GetUserId());
}
else
{
ClientGroup clientGroup = edisRepo.getClientGroupByGroupId(clientGroupId);
List<GroupAccount> accounts = edisRepo.GetAccountsForClientGroupSync(clientGroup.ClientGroupNumber, DateTime.Now);
double totalExpenseInAssets = 0;
double totalIncomeInAssets = 0;
List<CashFlowBriefItem> items = new List<CashFlowBriefItem>();
CashFlowBriefItem jan = new CashFlowBriefItem { month = "Jan" };
CashFlowBriefItem feb = new CashFlowBriefItem { month = "Feb" };
CashFlowBriefItem mar = new CashFlowBriefItem { month = "Mar" };
CashFlowBriefItem apr = new CashFlowBriefItem { month = "Apr" };
CashFlowBriefItem may = new CashFlowBriefItem { month = "May" };
CashFlowBriefItem jun = new CashFlowBriefItem { month = "Jun" };
CashFlowBriefItem jul = new CashFlowBriefItem { month = "Jul" };
CashFlowBriefItem aug = new CashFlowBriefItem { month = "Aug" };
CashFlowBriefItem sep = new CashFlowBriefItem { month = "Sep" };
CashFlowBriefItem oct = new CashFlowBriefItem { month = "Oct" };
CashFlowBriefItem nov = new CashFlowBriefItem { month = "Nov" };
CashFlowBriefItem dec = new CashFlowBriefItem { month = "Dec" };
foreach (var account in accounts)
{
//List<Cashflow> cashFlows = account.GetAssetsSync().GetMonthlyCashflows();
List<Cashflow> cashFlows = account.GetLiabilitiesSync().OfType<Insurance>().Cast<LiabilityBase>().ToList().GetMonthlyCashflows();
foreach (var cashflow in cashFlows)
{
switch (cashflow.Month)
{
case "Jan": jan.date = DateTime.Now; jan.expense += cashflow.Expenses; jan.income += cashflow.Income; break;
case "Feb": feb.date = DateTime.Now; feb.expense += cashflow.Expenses; feb.income += cashflow.Income; break;
case "Mar": mar.date = DateTime.Now; mar.expense += cashflow.Expenses; mar.income += cashflow.Income; break;
case "Apr": apr.date = DateTime.Now; apr.expense += cashflow.Expenses; apr.income += cashflow.Income; break;
case "May": may.date = DateTime.Now; may.expense += cashflow.Expenses; may.income += cashflow.Income; break;
case "Jun": jun.date = DateTime.Now; jun.expense += cashflow.Expenses; jun.income += cashflow.Income; break;
case "Jul": jul.date = DateTime.Now; jul.expense += cashflow.Expenses; jul.income += cashflow.Income; break;
case "Aug": aug.date = DateTime.Now; aug.expense += cashflow.Expenses; aug.income += cashflow.Income; break;
case "Sep": sep.date = DateTime.Now; sep.expense += cashflow.Expenses; sep.income += cashflow.Income; break;
case "Oct": oct.date = DateTime.Now; oct.expense += cashflow.Expenses; oct.income += cashflow.Income; break;
case "Nov": nov.date = DateTime.Now; nov.expense += cashflow.Expenses; nov.income += cashflow.Income; break;
case "Dec": dec.date = DateTime.Now; dec.expense += cashflow.Expenses; dec.income += cashflow.Income; break;
default: break;
}
totalExpenseInAssets += cashflow.Expenses;
totalIncomeInAssets += cashflow.Income;
}
}
items.Add(jan);
items.Add(feb);
items.Add(mar);
items.Add(apr);
items.Add(may);
items.Add(jun);
items.Add(jul);
items.Add(aug);
items.Add(sep);
items.Add(oct);
items.Add(nov);
items.Add(dec);
CashflowBriefModel model = new CashflowBriefModel
{
totalExpense = totalExpenseInAssets,
totalIncome = totalIncomeInAssets,
data = items
};
return model;
//return repo.AustralianEquity_GetCashflowSummary_Client(clientUserId);
}
}