private int GenerateLoanFromBank(BankAccountDoc account, LoanOverviewDto loanOverview)
{
decimal principal = 0;
decimal interest = 0;
foreach (var loan in account.Loans)
{
principal += loan.DeptAmount;
interest += loan.DeptAmount * loan.InterestRate / 100 *
(loan.NumberOfInterestPayments - loan.NextInterestPayment + 1) / 12;
}
loanOverview.Principal += principal;
loanOverview.Interest += interest;
return(account.Loans.Count());
}
private int GenerateMortgageFromBank(BankAccountDoc account, LoanOverviewDto mortgageOverview)
{
decimal principal = 0;
decimal interest = 0;
decimal commission = 0;
foreach (var mortgage in account.Mortgages)
{
principal += mortgage.DeptAmount;
interest += mortgage.InterestAmount;
commission += mortgage.PrepaymentCommission;
}
mortgageOverview.Principal += principal;
mortgageOverview.Interest += interest;
mortgageOverview.Commission += commission;
return(account.Mortgages.Count());
}
public async Task <OverviewDto> GetOverview(String userId)
{
if (!_validationHelper.ValidateUserPermissions(User, userId))
{
throw new AuthenticationException();
}
var expenses = new Dictionary <String, Decimal>(); //institution vs amount last 30 days
var incomes = new Dictionary <String, Decimal>(); //institution vs amount last 30 days
var cashFlowExpenses = new Dictionary <String, Decimal>(); //month vs amount last 6 months
var cashFlowIncomes = new Dictionary <String, Decimal>(); //month vs amount last 6 months
var institutions = new List <InstitutionOverviewDto>();
var mortgageOverview = new LoanOverviewDto();
var loanOverview = new LoanOverviewDto();
int numberOfMortgages = 0;
int numberOfLoans = 0;
Decimal netWorth = 0;
InitCashFlowDictionary(cashFlowExpenses);
InitCashFlowDictionary(cashFlowIncomes);
var bankAccounts = await _bankAccountRepository.GetAccountsByUserId(userId);
foreach (var account in bankAccounts)
{
GenerateNetWorthFromBank(account, incomes, expenses);
GenerateCashFlowFromBank(account, cashFlowIncomes, cashFlowExpenses);
numberOfMortgages += GenerateMortgageFromBank(account, mortgageOverview);
numberOfLoans += GenerateLoanFromBank(account, loanOverview);
netWorth += account.Balance;
institutions.Add(new InstitutionOverviewDto
{
Label = account.Label,
ProviderName = account.ProviderName,
Balance = account.Balance
});
}
var creditCards = await _creditAccountRepository.GetCardsByUserId(userId);
foreach (var account in creditCards)
{
GenerateNetWorthFromCredit(account, incomes, expenses);
netWorth += incomes[account.LastDigits] - expenses[account.LastDigits];
institutions.Add(new InstitutionOverviewDto
{
Label = account.LastDigits,
ProviderName = account.ProviderName,
Balance = incomes[account.LastDigits] - expenses[account.LastDigits]
});
}
return(new OverviewDto
{
NetWorth = netWorth,
ListOfInstitutions = institutions,
NetWorthIncomes = incomes,
NetWorthExpenses = expenses,
CashFlowIncomes = cashFlowIncomes,
CashFlowExpenses = cashFlowExpenses,
MortgageOverview = mortgageOverview,
LoanOverview = loanOverview,
NumberOfMortgages = numberOfMortgages,
NumberOfLoans = numberOfLoans,
Loans = new List <Decimal[]>(),
Mortgages = new List <Decimal[]>()
});
}
