public DashboardService(ApplicationDbContext context, IConfiguration config, IHttpContextAccessor httpContextAccessor)
{
_accountService = new AccountService(context, config, httpContextAccessor);
_billService = new BillService(context, config, httpContextAccessor);
_transactionService = new TransactionService(context, config, httpContextAccessor);
_expenseService = new ExpenseService(context, config, httpContextAccessor);
}
//public static async Task<decimal> FutureValue(DateTime futureDate, decimal? netPay)
//{
// try
// {
// Logger.Instance.Calculation($"FutureValue");
// var payperiods = PayPeriodsTilDue(futureDate);
// var date = DateTime.Today;
// var billsFromDb = await _billService.GetAllBillsAsync();
// var bills = new Dictionary<string, string>
// {
// {"currentDate", DateTime.Today.ToShortDateString()},
// {"endDate", DateTime.Today.Day <= 14
// ? new DateTime(date.Year, date.Month, 15).ToShortDateString()
// : new DateTime(date.Year, date.Month, LastDayOfMonth(date).Day).ToShortDateString()
// },
// {"periodCosts", "0"},
// {"totalCosts", "0"},
// {"totalSavings", "0"}
// };
// foreach (var bill in billsFromDb)
// {
// bills.Add(bill.Name, bill.DueDate.ToShortDateString());
// }
// for (var i = 0; i < payperiods; i++)
// {
// bills = billManager.UpdateBillDueDates(bills);
// bills = billManager.UpdateTotalCosts(bills);
// SetCurrentAndEndDate(bills);
// decimal? savings = Convert.ToDecimal(bills["totalSavings"]);
// var periodCosts = Convert.ToDecimal(bills["periodCosts"]);
// savings += netPay - periodCosts;
// bills["totalSavings"] = savings.ToString();
// }
// //var cost = Convert.ToDecimal(bills["periodCosts"]);
// var save = Convert.ToDecimal(bills["totalSavings"]);
// Logger.Instance.Calculation($"FutureValue({futureDate:d}, {netPay}) returned {save}");
// return save;
// }
// catch (Exception e)
// {
// throw e;
// }
//}
//public static decimal DiscretionarySpendingByDateRange(DateTime begin, DateTime end)
//{
// try
// {
// Logger.Instance.Calculation($"DiscretionarySpendingByDateRange");
// var transactionManager = new TransactionService();
// var transactions = transactionManager.GetTransactionsBetweenDates(begin, end);
// var billManager = new BillService();
// var bills = billManager.GetAllBills();
// var isBill = false;
// var ret = 0m;
// foreach (var transaction in transactions)
// {
// foreach (var bill in bills)
// {
// // If the bill name matches the transaction payee, count the transaction as a bill (mandatory expense)
// if (bill.Name.Equals(transaction.Payee))
// {
// isBill = true;
// Logger.Instance.Calculation($"{transaction.Amount}: {transaction.Payee} transaction is a bill");
// }
// else
// Logger.Instance.Calculation($"{transaction.Amount}: {transaction.Payee} transaction is not a bill");
// }
// // If transaction is not a bill, add to discretionary spending total
// if (isBill) continue;
// ret += transaction.Amount;
// Logger.Instance.Calculation($"{transaction.Amount} added to discretionary spending total");
// }
// Logger.Instance.Calculation($"{ret} total discretionary spending from {begin:d} to {end:d}");
// return ret;
// }
// catch (Exception e)
// {
// Logger.Instance.Error(e);
// return 0.0m;
// }
//}
//public static decimal DailyInterest(Loan loan)
//{
// try
// {
// Logger.Instance.Calculation($"DailyInterest");
// var dailyInterestRate = (loan.APR / 100) / (decimal)364.25;
// var dailyInterest = dailyInterestRate * loan.OutstandingBalance;
// Logger.Instance.Calculation($"{loan.Name} loan daily interest = {dailyInterest} (dailyInterestRate {dailyInterestRate} * outstandingBalance {loan.OutstandingBalance})");
// return dailyInterest;
// }
// catch (Exception e)
// {
// Logger.Instance.Error(e);
// return 0.0m;
// }
//}
//public static decimal MonthlyInterest(Loan loan)
//{
// try
// {
// Logger.Instance.Calculation($"MonthlyInterest");
// var monthlyInterestRate = (loan.APR / 100) / 12;
// var monthlyInterest = monthlyInterestRate * loan.OutstandingBalance;
// Logger.Instance.Calculation($"{loan.Name} loan monthly interest = {monthlyInterest} (monthlyInterestRate {monthlyInterestRate} * outstandingBalance {loan.OutstandingBalance})");
// return monthlyInterest;
// }
// catch (Exception e)
// {
// Logger.Instance.Error(e);
// return 0.0m;
// }
//}
//public static Dictionary<string, decimal> GetRequiredSavingsDict()
//{
// try
// {
// var savingsAccountBalances = new Dictionary<string, decimal>();
// ExpenseManager expenseManager = new ExpenseManager();
// AccountManager accountManager = new AccountManager();
// BillManager billManager = new BillManager();
// List<Expense> unpaidExpenses = expenseManager.GetAllUnpaidExpenses();
// //foreach (var bill in _db.Bills.ToList())
// foreach (var expense in unpaidExpenses)
// {
// try
// {
// var bill = billManager.GetBill(expense.BillId);
// if (bill == null)
// {
// Logger.Instance.Debug($"No Bill found WHERE expense.BillId = {expense.BillId}");
// Logger.Instance.DataFlow($"No Bill found WHERE expense.BillId = {expense.BillId}");
// continue;
// }
// bill.Account = accountManager.GetAccount(bill.AccountId);
// if (bill.Account == null) continue;
// var billTotal = expense.Amount; // Use info from Expense and not Bill to account for when the current Bill.Amount differs from past amounts
// var dueDate = expense.Due;
// var payPeriodsLeft = PayPeriodsTilDue(dueDate);
// var savePerPaycheck = 0.0m;
// var save = 0.0m;
// // Calculate how much to save each pay period
// if (dueDate > DateTime.Today)
// {
// switch (bill.PaymentFrequency)
// {
// case FrequencyEnum.Annually:
// savePerPaycheck = billTotal / 24;
// if (payPeriodsLeft <= 24)
// {
// save = billTotal - payPeriodsLeft * savePerPaycheck;
// save = Math.Round(save, 2);
// }
// Logger.Instance.Calculation($"{expense.Name} save/paycheck = {Math.Round(savePerPaycheck, 2)} to {bill.Account.Name} account");
// break;
// case FrequencyEnum.SemiAnnually:
// savePerPaycheck = billTotal / 12;
// if (payPeriodsLeft <= 12)
// {
// save = billTotal - payPeriodsLeft * savePerPaycheck;
// save = Math.Round(save, 2);
// }
// Logger.Instance.Calculation($"{expense.Name} save/paycheck = {Math.Round(savePerPaycheck, 2)} to {bill.Account.Name} account");
// break;
// case FrequencyEnum.Quarterly:
// savePerPaycheck = billTotal / 6;
// if (payPeriodsLeft <= 6)
// {
// save = billTotal - payPeriodsLeft * savePerPaycheck;
// save = Math.Round(save, 2);
// }
// Logger.Instance.Calculation($"{expense.Name} save/paycheck = {Math.Round(savePerPaycheck, 2)} to {bill.Account.Name} account");
// break;
// case FrequencyEnum.SemiMonthly:
// savePerPaycheck = billTotal / 4;
// if (payPeriodsLeft <= 4)
// {
// save = billTotal - payPeriodsLeft * savePerPaycheck;
// save = Math.Round(save, 2);
// }
// Logger.Instance.Calculation($"{expense.Name} save/paycheck = {Math.Round(savePerPaycheck, 2)} to {bill.Account.Name} account");
// break;
// case FrequencyEnum.Monthly:
// savePerPaycheck = billTotal / 2;
// if (payPeriodsLeft <= 2)
// {
// save = billTotal - payPeriodsLeft * savePerPaycheck;
// save = Math.Round(save, 2);
// }
// Logger.Instance.Calculation($"{expense.Name} save/paycheck = {Math.Round(savePerPaycheck, 2)} to {bill.Account.Name} account");
// break;
// case FrequencyEnum.BiWeekly:
// savePerPaycheck = billTotal;
// if (payPeriodsLeft > 1)
// {
// save = billTotal - payPeriodsLeft * savePerPaycheck;
// save = Math.Round(save, 2);
// }
// Logger.Instance.Calculation($"{expense.Name} save/paycheck = {Math.Round(savePerPaycheck, 2)} to {bill.Account.Name} account");
// break;
// case FrequencyEnum.Weekly:
// savePerPaycheck = billTotal * 2;
// if (payPeriodsLeft > 1)
// {
// save = billTotal - payPeriodsLeft * savePerPaycheck;
// save = Math.Round(save, 2);
// }
// Logger.Instance.Calculation($"{expense.Name} save/paycheck = {Math.Round(savePerPaycheck, 2)} to {bill.Account.Name} account");
// break;
// default:
// savePerPaycheck = billTotal / 2;
// if (payPeriodsLeft <= 2)
// {
// save = billTotal - payPeriodsLeft * savePerPaycheck;
// save = Math.Round(save, 2);
// }
// Logger.Instance.Calculation($"{expense.Name} save/paycheck = {Math.Round(savePerPaycheck, 2)} to {bill.Account.Name} account");
// break;
// }
// }
// else
// save = expense.Amount;
// Logger.Instance.Calculation($"{bill.Account.Name} - [{Math.Round(billTotal, 2)}] [{bill.DueDate:d}] [{payPeriodsLeft}(ppl)] [{Math.Round(savePerPaycheck, 2)}(spp)] [{Math.Round(save, 2)}(req save)]");
// if (savingsAccountBalances.ContainsKey(bill.Account.Name))
// savingsAccountBalances[bill.Account.Name] += save;
// else
// savingsAccountBalances.Add(bill.Account.Name, save);
// }
// catch (Exception e)
// {
// Logger.Instance.Error(e);
// throw;
// }
// }
// return savingsAccountBalances;
// }
// catch (Exception e)
// {
// Logger.Instance.Error(e);
// throw;
// }
//}
public static async Task <Dictionary <string, decimal> > GetPaycheckContributionsDict(AccountService accountService, BillService billService)
{
try
{
var accounts = await accountService.GetAllAccountsAsync();
var bills = await billService.GetAllBillsAsync();
var accountContribution = new Dictionary <string, decimal>();
//Zeros out all accounts req paycheck contributions
var enumerable = accounts.ToList();
foreach (var account in enumerable)
{
account.PaycheckContribution = 0.0m;
}
// update suggested paycheck contributions for bills
foreach (var bill in bills)
{
var billTotal = bill.AmountDue;
Logger.Instance.Calculation($"{billTotal} due on {bill.DueDate} for {bill.Name}");
// get the account assigned to the bill
bill.Account = enumerable.FirstOrDefault(a => a.Id == bill.AccountId);
if (bill.Account != null && bill.Account.ExcludeFromSurplus)
{
continue;
}
//TODO: Needs to account for all pay frequencies
//TODO: Suggested contribution assumes payday twice a month. need to update to include other options
if (bill.Account == null)
{
continue;
}
var contribution = 0.0m;
switch (bill.PaymentFrequency)
{
case FrequencyEnum.Annually:
contribution = billTotal / 24;
if (accountContribution.ContainsKey(bill.Account.Name))
{
accountContribution[bill.Account.Name] += contribution;
}
else
{
accountContribution.Add(bill.Account.Name, contribution);
}
Logger.Instance.Calculation($"{Math.Round(contribution, 2)} added to {bill.Account.Name}.SuggestedContribution");
break;
case FrequencyEnum.SemiAnnually:
contribution = billTotal / 12;
if (accountContribution.ContainsKey(bill.Account.Name))
{
accountContribution[bill.Account.Name] += contribution;
}
else
{
accountContribution.Add(bill.Account.Name, contribution);
}
Logger.Instance.Calculation($"{Math.Round(contribution, 2)} added to {bill.Account.Name}.SuggestedContribution");
break;
case FrequencyEnum.Quarterly:
contribution = billTotal / 6;
if (accountContribution.ContainsKey(bill.Account.Name))
{
accountContribution[bill.Account.Name] += contribution;
}
else
{
accountContribution.Add(bill.Account.Name, contribution);
}
Logger.Instance.Calculation($"{Math.Round(contribution, 2)} added to {bill.Account.Name}.SuggestedContribution");
break;
case FrequencyEnum.SemiMonthly: // every 2 months
contribution = billTotal / 4;
if (accountContribution.ContainsKey(bill.Account.Name))
{
accountContribution[bill.Account.Name] += contribution;
}
else
{
accountContribution.Add(bill.Account.Name, contribution);
}
Logger.Instance.Calculation($"{Math.Round(contribution, 2)} added to {bill.Account.Name}.SuggestedContribution");
break;
case FrequencyEnum.Monthly:
contribution = billTotal / 2;
if (accountContribution.ContainsKey(bill.Account.Name))
{
accountContribution[bill.Account.Name] += contribution;
}
else
{
accountContribution.Add(bill.Account.Name, contribution);
}
Logger.Instance.Calculation($"{Math.Round(contribution, 2)} added to {bill.Account.Name}.SuggestedContribution");
break;
case FrequencyEnum.Weekly:
contribution = billTotal * 2;
if (accountContribution.ContainsKey(bill.Account.Name))
{
accountContribution[bill.Account.Name] += contribution;
}
else
{
accountContribution.Add(bill.Account.Name, contribution);
}
Logger.Instance.Calculation($"{Math.Round(contribution, 2)} added to {bill.Account.Name}.SuggestedContribution");
break;
case FrequencyEnum.BiWeekly:
contribution = billTotal;
if (accountContribution.ContainsKey(bill.Account.Name))
{
accountContribution[bill.Account.Name] += contribution;
}
else
{
accountContribution.Add(bill.Account.Name, contribution);
}
Logger.Instance.Calculation($"{Math.Round(contribution, 2)} added to {bill.Account.Name}.SuggestedContribution");
break;
case FrequencyEnum.Daily:
break;
default:
contribution = billTotal / 2;
if (accountContribution.ContainsKey(bill.Account.Name))
{
accountContribution[bill.Account.Name] += contribution;
}
else
{
accountContribution.Add(bill.Account.Name, contribution);
}
Logger.Instance.Calculation($"{Math.Round(contribution, 2)} added to {bill.Account.Name}.SuggestedContribution");
break;
}
}
return(accountContribution);
}
catch (Exception e)
{
Console.WriteLine(e);
throw;
}
}
