private void GenerateGroup(IReportWriter writer, Dictionary <Category, CashFlowColumns> columns, CashFlowColumns columnTotals, string groupName, Func <Category, bool> inGroup)
{
List <Category> rootCategories = new List <Category>(columns.Keys);
rootCategories.Sort(new Comparison <Category>((a, b) =>
{
return(string.Compare(GetCategoryCaption(a), GetCategoryCaption(b)));
}));
// start the group
writer.StartExpandableRowGroup();
CashFlowColumns groupTotals = new CashFlowColumns();
// compute group totals;
foreach (Category c in rootCategories)
{
if (inGroup(c))
{
foreach (string columnName in this.columns)
{
CashFlowColumns cc = columns[c];
decimal amount = cc.GetValue(columnName);
columnTotals.AddValue(columnName, null, amount);
groupTotals.AddValue(columnName, null, amount);
}
}
}
WriteRow(writer, true, false, groupName, FormatValues(groupTotals.GetOrderedValues(this.columns)).ToArray());
// now add the detail rows of the group
foreach (Category c in rootCategories)
{
if (inGroup(c))
{
List <CashFlowCell> cells = new List <CashFlowCell>();
CashFlowColumns cc = columns[c];
foreach (string columnName in this.columns)
{
CashFlowCell cell = cc.GetCell(columnName);
cells.Add(cell);
}
WriteRow(writer, false, false, GetCategoryCaption(c), cells);
}
}
writer.EndExpandableRowGroup();
}
private void GenerateCsvGroup(StreamWriter writer, Dictionary <Category, CashFlowColumns> byCategory, string groupTitle, Func <Category, bool> inGroup, Func <decimal, decimal> scaleFunc)
{
writer.Write(groupTitle);
foreach (string columnName in this.columns)
{
writer.Write(",");
writer.Write(columnName);
}
writer.WriteLine();
List <Category> rootCategories = new List <Category>(byCategory.Keys);
rootCategories.Sort(new Comparison <Category>((a, b) =>
{
return(string.Compare(GetCategoryCaption(a), GetCategoryCaption(b)));
}));
// now add the detail rows of the group
foreach (Category c in rootCategories)
{
if (inGroup(c))
{
List <CashFlowCell> cells = new List <CashFlowCell>();
CashFlowColumns cc = byCategory[c];
foreach (string columnName in this.columns)
{
CashFlowCell cell = cc.GetCell(columnName);
cells.Add(cell);
}
writer.Write(GetCategoryCaption(c));
foreach (CashFlowCell cell in cells)
{
writer.Write(",");
writer.Write(scaleFunc(cell.Value));
}
writer.WriteLine();
}
}
writer.WriteLine();
}
private void TallyCategory(Transaction t, Category c, Transaction data, string columnName, decimal amount)
{
// let the category bubble up as high as it can go while not flipping from income to expense.
// For example: the category "Investments" might contain sub-categories of type income (Investments:Dividends)
// and expenses (like Investments:Fees).
if (c.ParentCategory == null || (c.Type != CategoryType.None && c.Type != c.ParentCategory.Type))
{
CashFlowColumns columns = null;
byCategory.TryGetValue(c, out columns);
if (columns == null)
{
columns = new CashFlowColumns();
byCategory[c] = columns;
}
columns.AddValue(columnName, data, t.CurrencyNormalizedAmount(amount));
}
else
{
TallyCategory(t, c.ParentCategory, data, columnName, amount);
}
}
public override void Generate(IReportWriter writer)
{
byCategory = new Dictionary <Category, CashFlowColumns>();
FlowDocumentReportWriter fwriter = (FlowDocumentReportWriter)writer;
writer.WriteHeading("Cash Flow Report ");
ICollection <Transaction> transactions = this.myMoney.Transactions.GetAllTransactionsByDate();
int startYear = year;
int lastYear = year;
Transaction first = transactions.FirstOrDefault();
if (first != null)
{
startYear = first.Date.Year;
}
Transaction last = transactions.LastOrDefault();
if (last != null)
{
lastYear = last.Date.Year;
}
columns = new List <string>();
DateTime date = new DateTime(year, month, 1);
for (int i = columnCount - 1; i >= 0; i--)
{
if (byYear)
{
int y = year - i;
string columnName = y.ToString();
columns.Add(columnName);
GenerateColumn(writer, columnName, transactions, 0, y);
}
else
{
int m = month - i;
DateTime md = date.AddMonths(-i);
string columnName = md.ToString("MM/yyyy");
columns.Add(columnName);
GenerateColumn(writer, columnName, transactions, md.Month, md.Year);
}
}
Paragraph heading = fwriter.CurrentParagraph;
monthMap = new Dictionary <string, int>();
heading.Inlines.Add(" including ");
ComboBox countCombo = new ComboBox();
countCombo.Margin = new System.Windows.Thickness(5, 0, 0, 0);
for (int i = 1; i <= 12; i++)
{
countCombo.Items.Add(i.ToString());
}
countCombo.SelectedIndex = this.columnCount - 1;
countCombo.SelectionChanged += OnColumnCountChanged;
heading.Inlines.Add(new InlineUIContainer(countCombo));
ComboBox byYearMonthCombo = new ComboBox();
byYearMonthCombo.Margin = new System.Windows.Thickness(5, 0, 0, 0);
byYearMonthCombo.Items.Add("Years");
byYearMonthCombo.Items.Add("Months");
byYearMonthCombo.SelectedIndex = (byYear ? 0 : 1);
byYearMonthCombo.SelectionChanged += OnByYearMonthChanged;
heading.Inlines.Add(new InlineUIContainer(byYearMonthCombo));
heading.Inlines.Add(new InlineUIContainer(CreateExportReportButton()));
writer.StartTable();
writer.StartColumnDefinitions();
writer.WriteColumnDefinition("20", 20, 20); // expander column
writer.WriteColumnDefinition("300", 300, 300);
for (int i = 0; i < columns.Count; i++)
{
writer.WriteColumnDefinition("Auto", 100, double.MaxValue);
}
writer.EndColumnDefinitions();
WriteRow(writer, true, true, "", this.columns.ToArray());
CashFlowColumns columnTotals = new CashFlowColumns();
GenerateGroup(writer, byCategory, columnTotals, "Income", (c) => { return(IsIncome(c)); });
GenerateGroup(writer, byCategory, columnTotals, "Expenses", (c) => { return(IsExpense(c)); });
GenerateGroup(writer, byCategory, columnTotals, "Investments", (c) => { return(IsInvestment(c)); });
List <decimal> totals = columnTotals.GetOrderedValues(this.columns);
decimal balance = (from d in totals select d).Sum();
WriteRow(writer, true, true, "Total", FormatValues(totals).ToArray());
writer.EndTable();
writer.WriteParagraph("Net cash flow for this period is " + balance.ToString("C0"));
writer.WriteParagraph("Generated on " + DateTime.Today.ToLongDateString(), System.Windows.FontStyles.Italic, System.Windows.FontWeights.Normal, System.Windows.Media.Brushes.Gray);
}
public override void Generate(IReportWriter writer)
{
byCategory = new Dictionary <Category, CashFlowColumns>();
FlowDocumentReportWriter fwriter = (FlowDocumentReportWriter)writer;
writer.WriteHeading("Cash Flow Report ");
ICollection <Transaction> transactions = this.myMoney.Transactions.GetAllTransactionsByDate();
DateTime firstTransactionDate = DateTime.Now;
Transaction first = transactions.FirstOrDefault();
if (first != null)
{
firstTransactionDate = first.Date;
}
columns = new List <string>();
DateTime start = this.startDate;
while (start < this.endDate)
{
DateTime end = (byYear) ? start.AddYears(1) : start.AddMonths(1);
string columnName = start.ToString("MM/yyyy");
if (byYear)
{
columnName = (this.fiscalYearStart == 0) ? start.Year.ToString() : "FY" + end.Year.ToString();
}
columns.Add(columnName);
GenerateColumn(writer, columnName, transactions, start, end);
start = end;
}
Paragraph heading = fwriter.CurrentParagraph;
monthMap = new Dictionary <string, int>();
heading.Inlines.Add(" - from ");
var previousButton = new Button();
previousButton.Content = "\uE100";
previousButton.ToolTip = "Previous year";
previousButton.FontFamily = new FontFamily("Segoe UI Symbol");
previousButton.Click += OnPreviousClick;
previousButton.Margin = new System.Windows.Thickness(5, 0, 0, 0);
heading.Inlines.Add(new InlineUIContainer(previousButton));
DatePicker fromPicker = new DatePicker();
fromPicker.DisplayDateStart = firstTransactionDate;
fromPicker.SelectedDate = this.startDate;
fromPicker.Margin = new System.Windows.Thickness(5, 0, 0, 0);
fromPicker.SelectedDateChanged += OnSelectedFromDateChanged;
heading.Inlines.Add(new InlineUIContainer(fromPicker));
heading.Inlines.Add(" to ");
DatePicker toPicker = new DatePicker();
toPicker.DisplayDateStart = firstTransactionDate;
toPicker.SelectedDate = this.endDate;
toPicker.Margin = new System.Windows.Thickness(5, 0, 0, 0);
toPicker.SelectedDateChanged += OnSelectedToDateChanged;;
heading.Inlines.Add(new InlineUIContainer(toPicker));
var nextButton = new Button();
nextButton.Content = "\uE101";
nextButton.ToolTip = "Next year";
nextButton.FontFamily = new FontFamily("Segoe UI Symbol");
nextButton.Margin = new System.Windows.Thickness(5, 0, 0, 0);
nextButton.Click += OnNextClick;
heading.Inlines.Add(new InlineUIContainer(nextButton));
ComboBox byYearMonthCombo = new ComboBox();
byYearMonthCombo.Margin = new System.Windows.Thickness(5, 0, 0, 0);
byYearMonthCombo.Items.Add("by years");
byYearMonthCombo.Items.Add("by month");
byYearMonthCombo.SelectedIndex = (byYear ? 0 : 1);
byYearMonthCombo.SelectionChanged += OnByYearMonthChanged;
heading.Inlines.Add(new InlineUIContainer(byYearMonthCombo));
heading.Inlines.Add(new InlineUIContainer(CreateExportReportButton()));
writer.StartTable();
writer.StartColumnDefinitions();
writer.WriteColumnDefinition("20", 20, 20); // expander column
writer.WriteColumnDefinition("300", 300, 300);
for (int i = 0; i < columns.Count; i++)
{
writer.WriteColumnDefinition("Auto", 100, double.MaxValue);
}
writer.EndColumnDefinitions();
WriteRow(writer, true, true, "", this.columns.ToArray());
CashFlowColumns columnTotals = new CashFlowColumns();
GenerateGroup(writer, byCategory, columnTotals, "Income", (c) => { return(IsIncome(c)); });
GenerateGroup(writer, byCategory, columnTotals, "Expenses", (c) => { return(IsExpense(c)); });
GenerateGroup(writer, byCategory, columnTotals, "Investments", (c) => { return(IsInvestment(c)); });
GenerateGroup(writer, byCategory, columnTotals, "Unknown", (c) => { return(IsUnknown(c)); });
List <decimal> totals = columnTotals.GetOrderedValues(this.columns);
decimal balance = (from d in totals select d).Sum();
WriteRow(writer, true, true, "Total", FormatValues(totals).ToArray());
writer.EndTable();
writer.WriteParagraph("Net cash flow for this period is " + balance.ToString("C0"));
writer.WriteParagraph("Generated on " + DateTime.Today.ToLongDateString(), System.Windows.FontStyles.Italic, System.Windows.FontWeights.Normal, System.Windows.Media.Brushes.Gray);
}