private void yearsToolStripMenuItem_Click(object sender, EventArgs e)
{
List <string> dates = TransactionItem.GetCollection().FindAll().Select(i => i.TransDate.ToString("yyyy")).Distinct().ToList();
Comparisons comp = new Comparisons(dates);
comp.Show();
}
private void GetAccounts()
{
List <string> accounts = TransactionItem.GetCollection().FindAll().Select(i => i.Account).Distinct().ToList();
accounts.Insert(0, "All Accounts");
cmbAccount.DataSource = accounts;
cmbAccount.SelectedIndex = 0;
}
private void button1_Click(object sender, EventArgs e)
{
var selectedList = dgTransactions.SelectedRows.Cast <DataGridViewRow>().Select(r => (TransactionItem)r.DataBoundItem).ToList();
var selectString = string.Join("\r\n", selectedList.Select(s => s.ToString()));
if (MessageBox.Show(string.Format("Are you sure you want to delete:\r\n{0}", selectString), "Row delete confirmation", MessageBoxButtons.YesNo) == DialogResult.Yes)
{
TransactionItem.GetCollection().Delete(t => selectedList.Exists(s => s.Id == t.Id));
}
InitGrids();
}
private void cmbDateSelect_SelectedValueChanged(object sender, EventArgs e)
{
var list = TransactionItem.GetCollection()
.Find(t => t.TransDate.ToString(DATEFORMAT).Equals(cmbDateSelect.SelectedItem) &&
(cmbAccount.SelectedItem.ToString() == t.Account || cmbAccount.SelectedItem.ToString() == "All Accounts"))
.OrderBy(t => t.TransDate)
.ToList();
dgTransactions.DataSource = list;
CalculateTotals(lblTotalAmounts, list);
}
private void newCSVToolStripMenuItem_Click(object sender, EventArgs e)
{
if (openFileDialog1.ShowDialog() == System.Windows.Forms.DialogResult.OK)
{
List <TransactionItem> newItems = new List <TransactionItem>();
string account = string.Empty;
DateTime lastDate = DateTime.MinValue;
using (StreamReader sr = new StreamReader(openFileDialog1.FileName))
{
string headerLine = sr.ReadLine();
string line = string.Empty;
while (!string.IsNullOrEmpty(line = sr.ReadLine()))
{
while (line.Where(c => c == '"').Count() % 2 == 1) // Read until all quotes are matched
{
line += sr.ReadLine();
}
TransactionItem item = null;
try
{
item = TransactionItem.ImportItem(line, headerLine);
}
catch (Exception ex)
{
MessageBox.Show(string.Format("File import aborted: \r\n{0}\r\n{1}", ex.Message, line));
return;
}
if (item.TransDate > lastDate)
{
lastDate = item.TransDate;
}
if (string.IsNullOrEmpty(account))
{
account = item.Account;
}
if (TransactionItem.GetCollection().Exists(t => t.Equals(item)))
{
continue;
}
newItems.Add(item);
}
TransactionItem.GetCollection().InsertBulk(newItems);
}
BackupTransactionFile(openFileDialog1.FileName, account, lastDate);
InitGrids();
}
}
private void GetDates()
{
var dates = TransactionItem.GetCollection()
.Find(i => i.Account == cmbAccount.SelectedItem.ToString() || cmbAccount.SelectedItem.ToString() == "All Accounts")
.OrderByDescending(i => i.TransDate)
.Select(i => i.TransDate.ToString(DATEFORMAT))
.Distinct()
.ToList();
if (dates.Count == 0)
{
dates.Add(DateTime.Now.ToString(DATEFORMAT));
}
cmbDateSelect.DataSource = dates;
cmbDateSelect.SelectedIndex = 0;
}
private void TxtSearch_TextChanged(object sender, EventArgs e)
{
var results = TransactionItem.GetCollection().FindAll().ToList();
List <string> terms = (txtSearch.Text ?? string.Empty).Split(',').Where(t => !string.IsNullOrEmpty(t)).ToList();
if (terms.Count > 0)
{
results = results.Where(trans => terms.Any(term =>
FindTerm(term, trans.Category, trans.Description, trans.Memo, trans.Notes, trans.TransType.ToString()))).ToList();
}
results.Sort(delegate(TransactionItem t1, TransactionItem t2) { return(t1.TransDate.CompareTo(t2.TransDate)); });
results = results.Take(100).ToList();
dgTransactions.DataSource = results;
}
private void ImportCategoryMatching()
{
if (File.Exists(Environment.CurrentDirectory + "\\CategoryMatching.txt"))
{
using (StreamReader sr = new StreamReader(Environment.CurrentDirectory + "\\CategoryMatching.txt"))
{
List <CategoryMatch> matches = new List <CategoryMatch>();
string line;
while (!string.IsNullOrEmpty(line = sr.ReadLine()))
{
string[] itemType = line.Split('\t');
if (itemType.Length != 2)
{
continue;
}
try
{
matches.Add(new CategoryMatch()
{
MatchString = itemType[0],
MatchType = (TransactionItem.TransactionTypes)Enum.Parse(typeof(TransactionItem.TransactionTypes), itemType[1])
});
}
catch { MessageBox.Show(line, "Item incorrectly set up: " + line); }
}
CategoryMatch.GetCollection().InsertBulk(matches);
foreach (TransactionItem trans in TransactionItem.GetCollection().Find(t => t.TransType == TransactionItem.TransactionTypes.Unselected))
{
var newType = CategoryMatch.GetType(trans.ToString());
if (newType != trans.TransType)
{
trans.TransType = newType;
TransactionItem.GetCollection().Update(trans);
}
}
}
BackupTransactionFile(Environment.CurrentDirectory + "\\CategoryMatching.txt", "Category Matching", DateTime.Now);
}
}
private List <string> GetDateList(GraphPeriod period, DateTime startDate, DateTime endDate)
{
List <TransactionItem> items = TransactionItem.GetCollection().Find(t => t.TransDate >= startDate && t.TransDate <= endDate).ToList();
switch (period)
{
case GraphPeriod.Annual:
return(items.Select(i => i.TransDate.ToString("yyyy")).Distinct().ToList());
case GraphPeriod.Monthly:
return(items.Select(i => i.TransDate.ToString(DATEFORMAT)).Distinct().ToList());
case GraphPeriod.Weekly:
DateTimeFormatInfo dfi = DateTimeFormatInfo.CurrentInfo;
Calendar cal = dfi.Calendar;
return(items.Select(i => string.Format("Week {0} {1}", cal.GetWeekOfYear(i.TransDate, dfi.CalendarWeekRule, dfi.FirstDayOfWeek), i.TransDate.ToString("yyyy"))).Distinct().ToList());
default:
return(new List <string>());
}
}
private void Match_FormClosed(object sender, FormClosedEventArgs e)
{
List <TransactionItem> filteredList = (List <TransactionItem>)dgTransactions.DataSource;
foreach (TransactionItem trans in TransactionItem.GetCollection().Find(t => t.TransType == TransactionItem.TransactionTypes.Unselected))
{
var newType = CategoryMatch.GetType(trans.ToString());
if (newType != trans.TransType)
{
trans.TransType = newType;
TransactionItem.GetCollection().Update(trans);
}
}
foreach (TransactionItem trans in filteredList.Where(f => f.TransType == TransactionItem.TransactionTypes.Unselected))
{
trans.TransType = CategoryMatch.GetType(trans.ToString());
}
// Reset the view
dgTransactions.DataSource = filteredList;
dgTransactions.Refresh();
}
public Comparisons(List <string> comparators)
{
InitializeComponent();
DataTable dt = new DataTable();
dt.Columns.Add("Date");
foreach (TransactionItem.TransactionTypes types in Enum.GetValues(typeof(TransactionItem.TransactionTypes)))
{
dt.Columns.Add(types.ToString());
}
dt.Columns.Add("Total");
var items = TransactionItem.GetCollection().FindAll().GroupBy(t => t.TransDate.ToString("MMM yyyy")).ToDictionary(k => k.Key, e => e.ToList());
foreach (string compare in comparators)
{
DataRow row = dt.NewRow();
row["Date"] = compare;
decimal total = 0;
foreach (TransactionItem.TransactionTypes types in Enum.GetValues(typeof(TransactionItem.TransactionTypes)))
{
decimal subtotal = items
.Where(i => i.Key.Contains(compare))
.SelectMany(i => i.Value)
.Where(i => i.TransType == types)
.Sum(i => i.Amount);
total += subtotal;
row[types.ToString()] = subtotal;
}
row["Total"] = total;
dt.Rows.Add(row);
}
dgCompare.DataSource = dt;
}
private void dgTransactions_CellEndEdit(object sender, DataGridViewCellEventArgs e)
{
CalculateTotals(lblTotalAmounts, (List <TransactionItem>)dgTransactions.DataSource);
TransactionItem.GetCollection().Update(((TransactionItem)dgTransactions.Rows[e.RowIndex].DataBoundItem));
}
public void GeneratePointsLists(GraphPeriod period, bool addTotal = true, bool addTrend = false, DateTime?startDate = null, DateTime?endDate = null)
{
if (startDate == null || startDate.Value <= DateTime.MinValue || startDate.Value >= DateTime.MaxValue)
{
startDate = TransactionItem.GetCollection().Find(t => t.TransDate > DateTime.MinValue).Min(t => t.TransDate).AddDays(-1);
}
if (endDate == null || endDate.Value <= DateTime.MinValue || endDate.Value >= DateTime.MaxValue)
{
endDate = DateTime.Today;
}
_period = period;
cmbType.SelectedItem = period;
_startDate = startDate.Value;
_endDate = endDate.Value;
dtpStartDate.Value = startDate.Value;
dtpEndDate.Value = endDate.Value;
Dictionary <string, List <object>[]> data = new Dictionary <string, List <object>[]>();
List <string> dates = GetDateList(_period, _startDate, _endDate);
// Make the intervals match up with the number of entries we have
switch (period)
{
case GraphPeriod.Annual:
break;
case GraphPeriod.Monthly:
chart1.ChartAreas[0].AxisX.Interval = Math.Min(3, Math.Ceiling(((_endDate - _startDate).Days / 30) / 12.0d));
break;
case GraphPeriod.Weekly:
chart1.ChartAreas[0].AxisX.Interval = Math.Min(5, Math.Ceiling(((_endDate - _startDate).Days / 7) / 26.0d));
break;
}
chart1.Titles[0].Text = period.ToString();
// group by account
var items = TransactionItem.GetCollection().FindAll().GroupBy(i => i.Account);
foreach (var group in items)
{
List <object>[] dateAndAmount = new List <object> [2];
dateAndAmount[0] = new List <object>();
dateAndAmount[1] = new List <object>();
// group by date
foreach (string date in dates)
{
string lastDate = string.Empty;
decimal balance = 0.00M;
// search transactions
foreach (TransactionItem item in group)
{
// Janky, but the best way we can do this without having both a date and a time for each transaction
// is to go through the list until you find the first applicable transaction for a given period and
// add it to the list of data points. While this may be inaccurate on an individual by-date level,
// it should show a consistent level over a number of data points
if (IsDateInPeriod(date, item.TransDate, period))
{
lastDate = date;
balance = item.Balance;
}
}
if (!string.IsNullOrEmpty(lastDate))
{
dateAndAmount[0].Add(lastDate);
dateAndAmount[1].Add(balance);
}
else
{
if (dateAndAmount[1].Count > 0)
{
dateAndAmount[0].Add(date);
dateAndAmount[1].Add(dateAndAmount[1].Last());
}
}
}
data.Add(GetFriendlyAccountNames(group.Key), dateAndAmount);
}
// If we want to add a total over all the accounts
if (addTotal)
{
List <object>[] dateAndAmount = new List <object> [2];
dateAndAmount[0] = new List <object>();
dateAndAmount[1] = new List <object>();
// go through each possible date
foreach (string date in dates)
{
decimal total = 0.00M;
// go through each account
foreach (KeyValuePair <string, List <object>[]> kvp in data)
{
// search each row...
for (int i = 0; i < kvp.Value[0].Count; i++)
{
// look for the corresponding date
if (((string)kvp.Value[0][i]) == date)
{
// add to the running total
total += (decimal)kvp.Value[1][i];
break;
}
}
}
dateAndAmount[0].Add(date);
dateAndAmount[1].Add(total);
}
data.Add("Total", dateAndAmount);
}
if (addTrend)
{
List <object>[] dateAndAmount = data["Total"];
if (dateAndAmount != null && dateAndAmount[0].Count > 0)
{
decimal slope = (((decimal)dateAndAmount[1].Last()) - ((decimal)dateAndAmount[1].First())) / (decimal)dateAndAmount[1].Count;
decimal intercept = (decimal)dateAndAmount[1].First();
List <object>[] trendLine = new List <object> [2];
trendLine[0] = new List <object>();
trendLine[1] = new List <object>();
for (int i = 0; i < dateAndAmount[0].Count; i++)
{
trendLine[0].Add(dateAndAmount[0][i]);
trendLine[1].Add(intercept + (slope * i));
}
switch (period)
{
case GraphPeriod.Monthly:
trendLine[0].Add("Next month");
trendLine[1].Add(intercept + (slope * dateAndAmount[0].Count));
break;
case GraphPeriod.Weekly:
for (int i = 0; i < 4; i++)
{
trendLine[0].Add("Next week " + (i + 1).ToString());
trendLine[1].Add(intercept + (slope * (dateAndAmount[0].Count + i)));
}
break;
default:
break;
}
data.Add("Trend", trendLine);
}
}
else
{
List <object>[] dateAndAmount = data["Total"];
if (dateAndAmount != null && dateAndAmount[0].Count > 0)
{
List <object>[] trendLine = new List <object> [2];
trendLine[0] = new List <object>();
trendLine[1] = new List <object>();
trendLine[0].Add(dateAndAmount[0][0]);
trendLine[1].Add(dateAndAmount[1][0]);
data.Add("Trend", trendLine);
}
}
foreach (KeyValuePair <string, List <object>[]> kvp in data)
{
AddPoints(kvp.Value[0], kvp.Value[1], kvp.Key);
}
}
