public IActionResult Get()
{
var userFromAuth = UserService.GetUserFromClaims(this.User, UserRepo, RequestLogger);
RequestLogger.UserId = userFromAuth.Id.ToString();
var accountTemplates = AccountTemplateRepo.FindAllTemplatesByOwner(userFromAuth.Id);
return(Ok(accountTemplates));
}
private void CompleteMissingAccountActuals(Budget budget, Guid ownerId, List <Account> ownerAccounts)
{
List <AccountTemplate> accountTemplates = null;
AccountCategory budgetAccountCategory = null;
AccountActualTemplate budgetLinkedAccountDepositActualTemplate = null;
AccountActualTemplate budgetLinkedAccountWithdrawlActualTemplate = null;
if (budget.AccountLinkId.HasValue)
{
if (accountTemplates == null)
{
accountTemplates = AccountTemplateRepo.FindAllTemplatesByOwner(ownerId);
}
if (GetAccountAndCategoryFromLinkIDs(ownerAccounts, budget.AccountLinkId.Value, budget.AccountCategoryLinkId, out Account budgetAccount, out budgetAccountCategory))
{
budgetLinkedAccountDepositActualTemplate = GetDefaultActualTemplateForAccountOfIncomeType(accountTemplates, budgetAccount.AccountTemplateId, true);
budgetLinkedAccountWithdrawlActualTemplate = GetDefaultActualTemplateForAccountOfIncomeType(accountTemplates, budgetAccount.AccountTemplateId, false);
}
}
foreach (var budgetCategory in budget.BudgetCategories)
{
foreach (var budgetItem in budgetCategory.BudgetItems)
{
foreach (var budgetActual in budgetItem.BudgetActuals)
{
if (budgetActual.AccountActuals == null)
{
budgetActual.AccountActuals = new List <AccountActual>();
}
// Build out or delete transfer links and the like.
// ------------------------------------------------
if (budgetActual.IsDeleted)
{
foreach (var actual in budgetActual.AccountActuals)
{
actual.IsDeleted = true;
}
}
// New user selected account links are only partially created by the application,
// app expects the API to properly manage them from there.
else if (budgetActual.IsNew || budgetActual.IsDirty)
{
if (budgetActual.IsLinked && budgetActual.AccountLinkId.HasValue)
{
if (accountTemplates == null)
{
accountTemplates = AccountTemplateRepo.FindAllTemplatesByOwner(ownerId);
}
// If we found all the linking pieces then link this actual, if we didn't then delete this actual as otherwise it could cause a failure of the entire budget
// to save.
if (GetAccountObjectsNeededForLinking(ownerAccounts, accountTemplates, budgetActual.IsCreditWithdrawl,
budgetCategory.CategoryTemplate.IsIncomeCategory, budgetActual.AccountLinkId.Value,
budgetActual.AccountCategoryLinkId.Value, out AccountCategory ownerAccountCategory,
out AccountActualTemplate accountActualTemplate) && budgetActual.AccountActuals.Any(aa => !aa.IsBudgetDefaultLink))
{
var linkedAccountActual = budgetActual.AccountActuals.First(aa => !aa.IsBudgetDefaultLink);
linkedAccountActual.CategoryId = ownerAccountCategory.Id;
linkedAccountActual.Description = $"{budgetActual.Description} on budget from {budget.Month}/{budget.Year}".VerifySize(256);
linkedAccountActual.Amount = budgetActual.Amount;
linkedAccountActual.ActualTemplateId = accountActualTemplate.Id;
linkedAccountActual.RelevantOn = budgetActual.RelevantOn;
linkedAccountActual.IsDirty = true;
}
else
{
var accountActualTemplateId =
accountActualTemplate == null ? "null" : accountActualTemplate.Id.ToString();
RequestLogger.LogWarn(
"Unable to create linked Account Actual from Linked Budget Actual. Deleting stub Link.",
$"BudgetActual={budgetActual.Id}, Account={budgetActual.AccountLinkId}, AccountCategory={budgetActual.AccountCategoryLinkId}, AccountActualTemplate={accountActualTemplateId}");
budgetActual.AccountActuals.Clear();
budgetActual.AccountLinkId = null;
budgetActual.AccountCategoryLinkId = null;
budgetActual.IsLinked = false;
}
}
else if (budgetActual.IsLinked && budgetActual.IsNew)
{
var accountLinkId = budgetActual.AccountLinkId.HasValue
? budgetActual.AccountLinkId.Value.ToString()
: "null";
var accountCategoryLinkId = budgetActual.AccountCategoryLinkId.HasValue
? budgetActual.AccountCategoryLinkId.Value.ToString()
: "null";
RequestLogger.LogWarn(
"New Linked Budget Actual not properly linked to Account Actual. Deleting stub Link.",
$"BudgetActual={budgetActual.Id}, Account={accountLinkId}, AccountCategory={accountCategoryLinkId}");
budgetActual.AccountActuals.Clear();
budgetActual.AccountLinkId = null;
budgetActual.AccountCategoryLinkId = null;
budgetActual.IsLinked = false;
}
// Delete no longer relevant links.
else if (budgetActual.AccountActuals.Any(aa => !aa.IsBudgetDefaultLink))
{
foreach (var accountActual in budgetActual.AccountActuals)
{
if (!accountActual.IsBudgetDefaultLink)
{
RequestLogger.LogWarn(
"Cleaning up linked Account Actual. Deleting Link.",
$"BudgetActual={budgetActual.Id}, ActualId={accountActual.Id}, AccountCategory={accountActual.CategoryId}");
accountActual.IsDeleted = true;
}
}
}
}
// Build out main account links if not already built and if the budget is linked to an account.
// Don't add if this is a credit withdrawl as that is not linked to the main account and is
// linked only to the credit account the user setup. The payoff(s) from the virtual category
// item(s) is what will be linked to this account.
// --------------------------------------------------------------------------------------------
if (budgetLinkedAccountDepositActualTemplate != null && budgetLinkedAccountWithdrawlActualTemplate != null)
{
var defaultAABudgetLink = budgetActual.AccountActuals.FirstOrDefault(aa => aa.IsBudgetDefaultLink);
// Since budget may be version 1.X style we may need to build out the default "main account link" actual at any time.
if ((budgetActual.IsNew || defaultAABudgetLink == null))
{
// Only add the default account link when this isn't a credit withdrawl that isn't linked to the main account.
if (!budgetActual.IsCreditWithdrawl)
{
var linkedAccountActual = new AccountActual()
{
Id = Guid.NewGuid(),
CategoryId = budgetAccountCategory.Id,
BudgetActualLinkId = budgetActual.Id,
IsLinked = true,
IsNew = true,
IsDirty = true,
Description =
$"{budgetActual.Description} on budget from {budget.Month}/{budget.Year}".VerifySize(256),
Amount = budgetActual.Amount,
ActualTemplateId = budgetCategory.CategoryTemplate.IsIncomeCategory
? budgetLinkedAccountDepositActualTemplate.Id
: budgetLinkedAccountWithdrawlActualTemplate.Id,
RelevantOn = budgetActual.RelevantOn,
IsBudgetDefaultLink = true,
};
budgetActual.AccountActuals.Add(linkedAccountActual);
}
}
else if (budgetActual.IsDirty)
{
// Change anything about link that can change when actual is modified.
defaultAABudgetLink.CategoryId = budgetAccountCategory.Id;
defaultAABudgetLink.IsDirty = true;
defaultAABudgetLink.Description =
$"{budgetActual.Description} on budget from {budget.Month}/{budget.Year}".VerifySize(256);
defaultAABudgetLink.Amount = budgetActual.Amount;
defaultAABudgetLink.ActualTemplateId = budgetCategory.CategoryTemplate.IsIncomeCategory
? budgetLinkedAccountDepositActualTemplate.Id
: budgetLinkedAccountWithdrawlActualTemplate.Id;
defaultAABudgetLink.RelevantOn = budgetActual.RelevantOn;
}
}
}
}
}