public void Gains_Chart(bool change)
{
DateTime from_month = new DateTime();
DateTime to_month = new DateTime();
string datatype = "";
Dispatcher.Invoke(() =>
{
from_month = Convert.ToDateTime(date_month_from.SelectedDate);
to_month = Convert.ToDateTime(date_month_to.SelectedDate);
datatype = ((ComboBoxItem)(comboGain.SelectedItem)).Content.ToString();
});
gainformatter = "C0";
if (datatype.Contains("Percentage"))
{
gainformatter = "P2";
}
DataTable dt = InvestmentChange.GetHistoricalGains(datatype, from_month, to_month);
Dispatcher.Invoke(System.Windows.Threading.DispatcherPriority.Background, (Action)(() =>
{
Series_Gains.Clear();
foreach (Holder holder in HoldersItems)
{
if (dt.AsEnumerable().Any(r => r["holder"].ToString() == holder.HolderName))
{
Series_Gains.Add(new LineSeries
{
Values = new ChartValues <DateModel>(dt.AsEnumerable().Where(r => r["holder"].ToString() == holder.HolderName)
.Select(r => new DateModel {
DateTime = r.Field <DateTime>("date"), Value = r.Field <double?>("amount") ?? 0
})),
Title = holder.HolderName,
Fill = Brushes.Transparent,
DataLabels = (holder.HolderName == "Home" ? true : false)
});
}
}
if (!change)
{
InvestmentGainsChart.DataContext = this;
}
}));
}
public static void ImportFromExcel(string filename, ReportFormat bank, string holder, DateTime?date_statement)
{
int count_entries = 0;
using (var fs = new FileStream(filename, FileMode.Open, FileAccess.Read, FileShare.ReadWrite))
{
using (StreamReader sr = new StreamReader(fs))
{
var csv = new CsvReader(sr);
while (csv.Read())
{
DateTime dateField;
double amount = 0;
if (csv.GetField(0) != "" && csv.TryGetField(0, out dateField))
{
//asset
if (bank is StatementReportFormat)
{
if (((StatementReportFormat)bank).NeedsStatementDate == true)
{
if (date_statement == null)
{
MessageBox.Show("Please enter the date of the statement.", "Error: Date Missing on Upload");
return;
}
}
IAsset new_asset = new BrokerageAsset();
InvestmentChange investment_change = new InvestmentChange();
switch (bank.Account.FinancialInstitution.InstitutionName)
{
case "BrokerageSample":
investment_change.Date = Convert.ToDateTime(csv.GetField(0));
investment_change.Amount = Convert.ToDouble(csv.GetField(7));
new_asset = new BrokerageAsset(csv.GetField(2));
new_asset.AsOf = Convert.ToDateTime(csv.GetField(0));
new_asset.Description = csv.GetField(1);
new_asset.Value = Convert.ToDouble(csv.GetField(3));
break;
default:
break;
}
new_asset.Holder = holder;
new_asset.Bank = bank.Account.FinancialInstitution.ShortName;
new_asset.Save();
investment_change.Holder = holder;
investment_change.Bank = bank.Account.FinancialInstitution.ShortName;
investment_change.Save();
}
//transaction
else
{
ITransaction new_transaction = new BankTransaction();
string description = "";
if (bank.Account.AccountType == AccountType.Brokerage)
{
switch (bank.Account.FinancialInstitution.InstitutionName)
{
case "BrokerageSample":
string[] quantity_price = csv.GetField(4).ToString().Split(new string[] { " shares at�$", " share at�$" }, StringSplitOptions.None);
new_transaction = new BrokerageTransaction(Convert.ToDouble(quantity_price[1].Replace(",", "")), Convert.ToDouble(quantity_price[0]), csv.GetField(2));
description = csv.GetField(1);
break;
default:
break;
}
}
else
{
new_transaction = new BankTransaction(bank.Account.AccountType);
switch (bank.Account.FinancialInstitution.ShortName + " " + bank.FormatName)
{
case "B1 Default Format":
csv.TryGetField(1, out amount);
description = csv.GetField(2);
break;
default:
break;
}
new_transaction.Amount = amount;
}
new_transaction.Bank = bank.Account.FinancialInstitution.ShortName;
new_transaction.Description = description;
new_transaction.Holder = holder;
new_transaction.Date = dateField;
new_transaction.Save();
}
count_entries++;
}
}
}
}
MessageBox.Show("Detected " + count_entries + " entries and uploaded all non-duplicated entries to database.", "Upload Complete");
}
