public void add(FinancialSummary summary)
{
int datarows = 0;
datarows = this._db.Execute(@"INSERT FinancialSummary([AccountId],[AccountName],[Year],[Month],[MonthName],[Quarter],[ExpectedHours],[ActualHours],[CoveredBillableHours]) values (@AccountId,@AccountName,@Year,@Month,@MonthName,@Quarter,@ExpectedHours,@ActualHours,@CoveredBillableHours)",
new { AccountId = summary.AccountId, AccountName = summary.AccountName, Year = summary.Year, Month = summary.Month, MonthName = summary.MonthName, Quarter = summary.Quarter, ExpectedHours = summary.ExpectedHours, ActualHours = summary.ActualHours, CoveredBillableHours = summary.coveredBillableHours });
}
public static List <Income> GetAllIncomes(FinancialSummary financialSummary, ExpenseTrackerContext _context)
{
var currentMonthFinancialObj = _context.Incomes.Where(b => b.Date.Month == financialSummary.Date.Month && b.Date.Year == financialSummary.Date.Year && b.ProfileNo == financialSummary.ProfileNo);
return(currentMonthFinancialObj.ToList());
//throw new NotImplementedException();
}
public static FinancialSummaryViewModel FinancialSummaryFrom(FinancialSummary summary, ActiveCandidate candidate, Election election)
{
if (summary == null || candidate == null)
{
return(new FinancialSummaryViewModel());
}
var statement = election == null ? null : (from s in election.Statements
where s.Key == summary.LastStatementSubmitted
select s.Value).SingleOrDefault();
return(new FinancialSummaryViewModel
{
IsTie = election != null && election.IsTIE,
ElectionCycle = candidate.ElectionCycle,
CandidateName = string.Format("{0} (ID: {1})", candidate.Name, candidate.ID),
OfficeSought = candidate.Office.ToString(),
Classification = candidate.Classification,
LastFiledStatement = statement == null ? null : statement.ToDetailString(),
NetContributions = summary.NetContributions,
MiscReceipts = summary.MiscellaneousReceipts,
LoansReceived = summary.LoansReceived,
PublicFundsReceived = summary.PublicFundsReceived,
NetExpenditures = summary.NetExpenditures,
LoansPaid = summary.LoansPaid,
OutstandingBills = summary.OutstandingBills,
FundsReturned = summary.PublicFundsReturned,
ContributorsNumber = summary.ContributorCount,
MatchingClaims = summary.MatchingClaims
});
}
// GET: Profile/FinancialSummary
public ActionResult Index()
{
var summary = FinancialSummary.GetFinancialSummary(CPProfile.Cid, CPProfile.ElectionCycle);
var candidate = CPProfile.ActiveCandidate;
var election = CPProfile.Election;
return(View(ProfileViewModelFactory.FinancialSummaryFrom(summary, candidate, election)));
}
public int updatesummary(FinancialSummary summary)
{
int datarows = 0;
datarows = this._db.Execute("UPDATE FinancialSummary set [ExpectedHours]=@ExpectedHours, [ActualHours]=@ActualHours WHERE [AccountId]=@AccountId and [Year]=@Year and [Month]=@Month",
new { ExpectedHours = summary.ExpectedHours, ActualHours = summary.ActualHours, AccountId = summary.AccountId, Year = summary.Year, Month = summary.Month });
return(datarows);
}
public void PrivateFundsReceivedTest()
{
FinancialSummary target = new FinancialSummary(); // TODO: Initialize to an appropriate value
Decimal expected = new Decimal(); // TODO: Initialize to an appropriate value
Decimal actual;
target.PrivateFundsReceived = expected;
actual = target.PrivateFundsReceived;
Assert.AreEqual(expected, actual);
Assert.Inconclusive("Verify the correctness of this test method.");
}
public void GetFinancialSummaryTest()
{
string candidateID = string.Empty; // TODO: Initialize to an appropriate value
string electionCycle = string.Empty; // TODO: Initialize to an appropriate value
FinancialSummary expected = null; // TODO: Initialize to an appropriate value
FinancialSummary actual;
actual = FinancialSummary.GetFinancialSummary(candidateID, electionCycle);
Assert.AreEqual(expected, actual);
Assert.Inconclusive("Verify the correctness of this test method.");
}
public void ContributorCountTest()
{
FinancialSummary target = new FinancialSummary(); // TODO: Initialize to an appropriate value
int expected = 0; // TODO: Initialize to an appropriate value
int actual;
target.ContributorCount = expected;
actual = target.ContributorCount;
Assert.AreEqual(expected, actual);
Assert.Inconclusive("Verify the correctness of this test method.");
}
public void LastStatementSubmittedTest()
{
FinancialSummary target = new FinancialSummary(); // TODO: Initialize to an appropriate value
byte expected = 0; // TODO: Initialize to an appropriate value
byte actual;
target.LastStatementSubmitted = expected;
actual = target.LastStatementSubmitted;
Assert.AreEqual(expected, actual);
Assert.Inconclusive("Verify the correctness of this test method.");
}
public static FinancialSummary GetfinancialSummary(FinancialSummary financialSummary, ExpenseTrackerContext _context)
{
FinancialSummary financialSummaryObj = null;
decimal currentMonthexpense = 0;
try
{
//find current month total incomes and total budget
var currentMonthFinancialObj = _context.Incomes.Where(b => b.Date.Month == financialSummary.Date.Month && b.Date.Year == financialSummary.Date.Year && b.ProfileNo == financialSummary.ProfileNo);
decimal currentMonthIncome = currentMonthFinancialObj.Sum(d => d.Amount);
decimal currentMonthBudget = currentMonthFinancialObj.Sum(d => d.Budget);
var currentMonthExpenseObj = _context.Expenses.Where(b => b.ExpenseDate.Month == financialSummary.Date.Month && b.ExpenseDate.Year == financialSummary.Date.Year && b.ProfileNo == financialSummary.ProfileNo);
currentMonthexpense = currentMonthExpenseObj.Sum(d => d.Amount);
//
var incomesObj = _context.Incomes.Where(b => b.Date.Month <= financialSummary.Date.Month && b.Date.Year <= financialSummary.Date.Year && b.ProfileNo == financialSummary.ProfileNo);
var expenseObj = _context.Expenses.Where(b => b.ExpenseDate.Month < financialSummary.Date.Month && b.ExpenseDate.Year <= financialSummary.Date.Year && b.ProfileNo == financialSummary.ProfileNo);
decimal totalIncome = 0;
decimal totalExpense = 0;
decimal totalSavings = 0;
if (incomesObj != null)
{
totalIncome = incomesObj.Sum(d => d.Amount);
}
if (expenseObj != null)
{
totalExpense = expenseObj.Sum(d => d.Amount);
}
totalSavings = (totalIncome - totalExpense) - currentMonthBudget;
financialSummaryObj = new FinancialSummary();
financialSummaryObj.Income = currentMonthIncome;
if (currentMonthexpense >= currentMonthBudget)
{
financialSummaryObj.Budget = 0;
financialSummaryObj.Savings = totalSavings - (currentMonthexpense - currentMonthBudget);
}
else
{
financialSummaryObj.Budget = currentMonthBudget - currentMonthexpense;
financialSummaryObj.Savings = totalSavings;
}
//Financial Health
GetFinancialHealth(financialSummaryObj, currentMonthexpense, currentMonthBudget);
}
catch (Exception e)
{
Console.WriteLine("Exception in getting financial summary", e);
}
return(financialSummaryObj);
}
public bool doesSummaryExists(int accountId, int year, int month)
{
string query = "select * from FinancialSummary where AccountId=" + accountId + " and Year=" + year + " and Month=" + month + "";
FinancialSummary summary = this._db.Query <FinancialSummary>(query).SingleOrDefault();
if (summary != null)
{
return(true);
}
else
{
return(false);
}
}
protected override void OnLoad(EventArgs e)
{
base.OnLoad(e);
if (!Page.IsPostBack)
{
ActiveCandidate ac = CPProfile.ActiveCandidate;
if (ac != null)
{
// general candidate information
this.CandidateName.Text = string.Format("{0} (ID: {1})", ac.Name, ac.ID);
if (ac.Office != null)
{
this.OfficeLabel.Text = ac.Office.ToString();
}
this.ClassificationLabel.Text = CPConvert.ToString(ac.Classification);
Election ec = CPApplication.Elections[CPProfile.ElectionCycle];
if (ec != null)
{
FinancialSummary fs = FinancialSummary.GetFinancialSummary(CPProfile.Cid, CPProfile.ElectionCycle);
if (fs != null)
{
Statement lastStatement;
if (ec.Statements.TryGetValue(fs.LastStatementSubmitted, out lastStatement))
{
// receipts
this.NetContributionsLabel.Text = FormatCurrency(fs.NetContributions);
}
this.NumberOfContributorsLabel.Text = string.Format("{0:N0}", fs.ContributorCount);
this.MiscellaneousReceiptsLabel.Text = FormatCurrency(fs.MiscellaneousReceipts);
this.MatchingClaimsLabel.Text = FormatCurrency(fs.MatchingClaims);
this.LoansReceivedLabel.Text = FormatCurrency(fs.LoansReceived);
// disbursements
this.NetExpendituresLabel.Text = FormatCurrency(fs.NetExpenditures);
this.LoansPaidLabel.Text = FormatCurrency(fs.LoansPaid);
this.OustandingBillsLabel.Text = FormatCurrency(fs.OutstandingBills);
if (!_isTIE)
{
this.PublicFundsReceivedLabel.Text = FormatCurrency(fs.PublicFundsReceived);
this.PublicFundsReturnedLabel.Text = FormatCurrency(fs.PublicFundsReturned);
}
}
if (_isTIE)
{
FSClassificationCol.Visible = FSClassificationHeader.Visible = FSClassificationCell.Visible = false;
ContributorsPanel.CssClass = null;
}
}
}
}
}
public ActionResult GetFinancialSummary()
{
List <FinancialSummary> lstFinancialSummary = new List <FinancialSummary>();
FinancialSummary obj1 = new FinancialSummary(2, 100, "2014");
FinancialSummary obj2 = new FinancialSummary(3, 200, "2015");
FinancialSummary obj3 = new FinancialSummary(8, 400, "2016");
FinancialSummary obj4 = new FinancialSummary(9, 500, "2017");
lstFinancialSummary.Add(obj1);
lstFinancialSummary.Add(obj2);
lstFinancialSummary.Add(obj3);
lstFinancialSummary.Add(obj4);
return(Json(lstFinancialSummary, JsonRequestBehavior.AllowGet));
}
private static FinancialSummary GetFinancialHealth(FinancialSummary financialSummaryObj,
decimal currentMonthExpense, decimal currentMonthBudget)
{
decimal currrentMonthSavings = financialSummaryObj.Income - currentMonthBudget;
if (currentMonthExpense == 0)
{
financialSummaryObj.HealthMessage = "You do not have any expenses.";
financialSummaryObj.SavedPercentage = 100;
financialSummaryObj.SpendPercentage = 0;
return(financialSummaryObj);
}
else if (currentMonthBudget == 0)
{
currentMonthBudget = currrentMonthSavings;
}
if (currentMonthExpense > currentMonthBudget)
{
financialSummaryObj.SavedPercentage = 0;
financialSummaryObj.SpendPercentage = 100;
financialSummaryObj.HealthMessage = "You have spent all of your budget.Your saving at risk.";
return(financialSummaryObj);
}
decimal spendingPercentage = currentMonthBudget / currentMonthExpense;
spendingPercentage = 100 / spendingPercentage;
financialSummaryObj.SpendPercentage = spendingPercentage;
decimal savingPercentage = financialSummaryObj.Income / currrentMonthSavings;
savingPercentage = 100 / savingPercentage;
financialSummaryObj.SavedPercentage = savingPercentage;
if (spendingPercentage > savingPercentage)
{
financialSummaryObj.HealthMessage = "You can save more.Cut down expenses.";
}
else
{
financialSummaryObj.HealthMessage = "You are in good financial position.";
}
return(financialSummaryObj);
}
public IActionResult GetFinacialSummary([FromBody] FinancialSummary financialSummary)
{
FinancialSummary financialObj = null;
try
{
financialObj = new FinancialSummary();
financialObj = financialSummaryBL.GetfinancialSummary(financialSummary);
}
catch (Exception e)
{
Console.WriteLine("Exception in getting Financial summary", e);
}
return(new ObjectResult(financialObj));
}
public IEnumerable <Income> Update(int profileNo, [FromBody] FinancialSummary financialSummary)
{
FinancialSummary financialObj = null;
List <Income> incomes = null;
try
{
incomes = new List <Income>();
financialObj = new FinancialSummary();
incomes = financialSummaryBL.GetAllIncomes(profileNo, financialSummary);
}
catch (Exception e)
{
Console.WriteLine("Exception in getting Context object", e);
}
return(incomes);
}
public FinancialSummary AddIncome(Income income)
{
decimal savingPercentage = income.Saving;
decimal budgetPercentage = 100 - savingPercentage;
income.Saving = (income.Amount * (savingPercentage / 100));
income.Budget = (income.Amount * (budgetPercentage / 100));
if (income.IsItRecurring == false)
{
income.Frequency = null;
}
_context.Incomes.Add(income);
_context.SaveChanges();
FinancialSummary financialSummary = new FinancialSummary();
financialSummary.Date = income.Date;
financialSummary.ProfileNo = income.ProfileNo;
return(FinancialSummaryDetails.GetfinancialSummary(financialSummary, _context));
}
public FinancialSummary GetfinancialSummary(FinancialSummary financialSummary)
{
return(FinancialSummaryDetails.GetfinancialSummary(financialSummary, _context));
}
public void FinancialSummaryConstructorTest()
{
FinancialSummary target = new FinancialSummary();
Assert.Inconclusive("TODO: Implement code to verify target");
}
public void Post([FromBody] List <FinancialResults> results)
{
Debug.WriteLine("RESULT SIZE " + results.Count);
// repo.add(results);
if (results.Count != 0)
{
List <int> empIds = repo.getTimeReportedEmpIdForQuarter(results[0].Year, results[0].Quarter, results[0].AccountId);
foreach (FinancialResults result in results)
{
empIds.Remove(result.EmpId);
//repo.saveData(result);
}
foreach (int empId in empIds)
{
TeamMembers member = teamRepo.Get(empId);
if (member != null)
{
FinancialResults tempResult = new FinancialResults();
tempResult.EmpId = empId;
tempResult.EmpName = member.MemberName;
tempResult.AccountId = results[0].AccountId;
tempResult.AccountName = results[0].AccountName;
tempResult.Month = results[0].Month;
tempResult.Quarter = results[0].Quarter;
tempResult.Year = results[0].Year;
Console.WriteLine(tempResult.EmpName);
// repo.saveData(tempResult);
}
}
}
//Calculate Financial Summary
double expectedHours = 0;
double actualHours = 0;
double coveredBillableHours = 0;
foreach (FinancialResults result in results)
{
if (result.BillableType == Constants.FULLTIMEBILLABLE)
{
// The below commented code compares individual allocation with its billable hours
//expectedHours += result.AllocatedHours;
//double tempActualHours = 0;
//if (result.AllocatedHours < result.BillableHours)
//{
// tempActualHours = result.AllocatedHours;
//}
//else
//{
// tempActualHours = result.BillableHours;
//}
//actualHours += tempActualHours;
expectedHours += result.AllocatedHours;
actualHours += result.BillableHours;
coveredBillableHours += result.BillableHours;
}
}
if (results.Count != 0)
{
if (actualHours > expectedHours)
{
// actualHours = expectedHours;
}
string strDate = "01/" + results[0].Month + "/" + results[0].Year;
//String strDate = "01/12/2014";
DateTime dateTime = new DateTime(results[0].Year, results[0].Month, 1);
//DateTime dateTime = DateTime.ParseExact(strDate, "dd/MM/yyyy", CultureInfo.InvariantCulture);
dateTime = dateTime.AddMonths(-1);
FinancialSummary summary = summaryRepo.getSelectedMonthSummary(dateTime.Year, results[0].AccountId, results[0].Quarter);
FinancialSummary savingSummary = new FinancialSummary();
savingSummary.Month = results[0].Month;
savingSummary.Year = results[0].Year;
savingSummary.Quarter = results[0].Quarter;
savingSummary.AccountId = results[0].AccountId;
savingSummary.AccountName = results[0].AccountName;
savingSummary.MonthName = getMonth(results[0].Month);
if (summary != null)
{
double finalAllocatedHours = expectedHours + summary.ExpectedHours;
double finalActualHours = actualHours + summary.ActualHours;
double finalCoveredBillableHours = coveredBillableHours + summary.coveredBillableHours;
finalActualHours = finalCoveredBillableHours;
if (finalCoveredBillableHours > finalAllocatedHours)
{
finalActualHours = finalAllocatedHours;
}
savingSummary.ExpectedHours = finalAllocatedHours;
savingSummary.ActualHours = finalActualHours;
savingSummary.coveredBillableHours = finalCoveredBillableHours;
}
else
{
savingSummary.ExpectedHours = expectedHours;
Debug.WriteLine("Saving Summary " + expectedHours);
savingSummary.ActualHours = actualHours;
savingSummary.coveredBillableHours = coveredBillableHours;
}
summaryRepo.add(savingSummary);
}
}
public List <Income> GetAllIncomes(int profileNo, FinancialSummary financialSummary)
{
financialSummary.ProfileNo = profileNo;
return(FinancialSummaryDetails.GetAllIncomes(financialSummary, _context));
}
public void updateFinancialResults([FromBody] List <FinancialResults> results)
{
Debug.WriteLine("RESULT SIZE " + results.Count);
int didExistingResultesDeleted = 0;
int didExistingSummaryDeleted = 0;
if (results.Count != 0)
{
didExistingResultesDeleted = repo.deleteFinancialResults(results[0].AccountId, results[0].Year, results[0].Quarter, results[0].Month);
didExistingSummaryDeleted = summaryRepo.deleteExistingSummary(results[0].AccountId, results[0].Year, results[0].Quarter, results[0].Month);
}
if (didExistingResultesDeleted > 0 & didExistingSummaryDeleted > 0)
{
// repo.add(results);
double expectedHours = 0;
double actualHours = 0;
double coveredBillableHours = 0;
if (results.Count != 0)
{
List <int> empIds = repo.getTimeReportedEmpIdForQuarter(results[0].Year, results[0].Quarter, results[0].AccountId);
foreach (FinancialResults result in results)
{
empIds.Remove(result.EmpId);
//repo.saveData(result);
}
foreach (int empId in empIds)
{
TeamMembers member = teamRepo.Get(empId);
if (member != null)
{
FinancialExpandedResults tempResult = new FinancialExpandedResults();
tempResult.EmpId = empId;
tempResult.EmpName = member.MemberName;
tempResult.AccountId = results[0].AccountId;
tempResult.AccountName = results[0].AccountName;
tempResult.Month = results[0].Month;
tempResult.Quarter = results[0].Quarter;
tempResult.Year = results[0].Year;
Console.WriteLine(tempResult.EmpName);
// repo.saveData(tempResult);
FinancialExpandedResults empFinancialResult = repo.getIndividualEmpDataForLastMonthInQuarter(results[0].AccountId, empId, results[0].Year, results[0].Quarter);
if (empFinancialResult != null)
{
expectedHours += empFinancialResult.CumAllocatedHours;
actualHours += empFinancialResult.BillableHours;
coveredBillableHours += empFinancialResult.CumConsiderableHours;
}
}
}
}
//Calculate Financial Summary
List <FinancialExpandedResults> newResultList = new List <FinancialExpandedResults>();
foreach (FinancialResults result in results)
{
FinancialExpandedResults lastMonthresult = repo.getIndividualEmpDataForLastMonthInQuarter(result.AccountId, result.EmpId, result.Year, result.Quarter);
FinancialExpandedResults currentResult = result;
if (result.BillableType == Constants.FULLTIMEBILLABLE)
{
//results
currentResult.CumAllocatedHours = lastMonthresult.CumAllocatedHours + currentResult.AllocatedHours;
currentResult.CumBillableHours = lastMonthresult.CumBillableHours + currentResult.BillableHours;
currentResult.CumTotalReportedHours = lastMonthresult.CumTotalReportedHours + currentResult.TotalReportedHours;
if (currentResult.CumBillableHours > currentResult.CumAllocatedHours)
{
currentResult.CumConsiderableHours = currentResult.CumAllocatedHours;
}
else
{
currentResult.CumConsiderableHours = currentResult.CumBillableHours;
}
}
else if (result.BillableType == Constants.NONBILLABLE || result.BillableType == Constants.HOURLYBILLABLE)
{
currentResult.CumAllocatedHours = lastMonthresult.CumAllocatedHours;
currentResult.CumBillableHours = lastMonthresult.CumBillableHours;
currentResult.CumTotalReportedHours = lastMonthresult.CumTotalReportedHours;
currentResult.CumConsiderableHours = lastMonthresult.CumConsiderableHours;
}
newResultList.Add(currentResult);
//summary
expectedHours += currentResult.CumAllocatedHours;
actualHours += currentResult.CumBillableHours;
coveredBillableHours += currentResult.CumConsiderableHours;
}
if (results.Count != 0)
{
repo.add(newResultList);
FinancialSummary savingSummary = new FinancialSummary();
savingSummary.Month = results[0].Month;
savingSummary.Year = results[0].Year;
savingSummary.Quarter = results[0].Quarter;
savingSummary.AccountId = results[0].AccountId;
savingSummary.AccountName = results[0].AccountName;
savingSummary.MonthName = getMonth(results[0].Month);
savingSummary.ExpectedHours = expectedHours;
Debug.WriteLine("Saving Summary " + expectedHours);
savingSummary.ActualHours = actualHours;
savingSummary.coveredBillableHours = coveredBillableHours;
summaryRepo.add(savingSummary);
}
}
}