public static FinancialAccounts ForOrganization(Organization organization, FinancialAccountType accountType)
{
FinancialAccounts allAccounts = ForOrganization(organization);
FinancialAccounts result = new FinancialAccounts();
Dictionary <FinancialAccountType, bool> lookup = new Dictionary <FinancialAccountType, bool>();
lookup[accountType] = true;
if (accountType == FinancialAccountType.Balance || accountType == FinancialAccountType.Unknown)
{
lookup[FinancialAccountType.Asset] = true;
lookup[FinancialAccountType.Debt] = true;
}
if (accountType == FinancialAccountType.Result || accountType == FinancialAccountType.Unknown)
{
lookup[FinancialAccountType.Income] = true;
lookup[FinancialAccountType.Cost] = true;
}
foreach (FinancialAccount account in allAccounts)
{
if (lookup.ContainsKey(account.AccountType))
{
result.Add(account);
}
}
return(result);
}
private string GetAccountGroup(FinancialAccountType type, string localizedGroupName)
{
string childrenString = GetAccountsRecurse(type, 0);
Int64 projectedResults = _treeBudgetLookup.ContainsKey(_resultAccountId) ? _treeBudgetLookup[_resultAccountId] : 0;
if (type == FinancialAccountType.Income && projectedResults <= 0) // expected profit or zero
{
childrenString += "," + GetProfitLossNode("ProjectedProfit", -projectedResults);
}
else if (type == FinancialAccountType.Cost && projectedResults >= 0) // expected loss or zero
{
childrenString += "," + GetProfitLossNode("ProjectedLoss", -projectedResults);
}
string addString =
String.Format(
"<img class=\\\"IconAdd\\\" accountType=\\\"{0}\\\" src=\\\"/Images/Icons/iconshock-add-16px.png\\\" />",
type);
return("{\"id\":\"" + -((int)type) + "\",\"accountName\":\"<span class=\\\"SpanGroupName\\\">" +
JsonSanitize(localizedGroupName) + "</span> (<a class=\\\"LinkAdd\\\" accountType=\\\"" + type +
"\\\" href=\\\"#\\\">" + JsonSanitize(Resources.Pages.Ledgers.AccountPlan_AddAccount) +
"</a>)\",\"state\":\"open\",\"children\":[" + childrenString + "],\"action\":\"" + addString + "\"}");
}
private string GetAccountGroup(FinancialAccountType type, string localizedGroupName)
{
string childrenString = GetAccountsRecurse(type, 0);
return("{\"id\":\"" + -((int)type) + "\",\"accountName\":\"" + JsonSanitize(localizedGroupName) +
"\",\"state\":\"open\",\"children\":[" + childrenString + "]}");
}
public IActionResult DeleteConfirmed(int id)
{
FinancialAccountType financialAccountType = _context.FinancialAccountType.Single(m => m.ID == id);
_context.FinancialAccountType.Remove(financialAccountType);
_context.SaveChanges();
return(RedirectToAction("Index"));
}
protected static FinancialAccount Create(int organizationId, string name, FinancialAccountType accountType,
int parentFinancialAccountId)
{
int accountId = SwarmDb.GetDatabaseForWriting()
.CreateFinancialAccount(organizationId, name, accountType, parentFinancialAccountId);
return(FromIdentityAggressive(accountId));
}
public ICollection <ContaFinanceira> GetByType(FinancialAccountType type)
{
var item = _session
.CreateCriteria(typeof(ContaFinanceira))
.Add(Restrictions.Eq("Tipo", type))
.List <ContaFinanceira>();
return(item);
}
private void PopulateAccountTypes()
{
this.DropAccountType.Items.Clear();
for (int i = 1; i < 5; ++i)
{
FinancialAccountType t = ((FinancialAccountType[])Enum.GetValues(typeof(FinancialAccountType)))[i];
this.DropAccountType.Items.Add(new ListItem(t.ToString(), t.ToString()));
}
}
public IActionResult Edit(FinancialAccountType financialAccountType)
{
if (ModelState.IsValid)
{
_context.Update(financialAccountType);
_context.SaveChanges();
return(RedirectToAction("Index"));
}
return(View(financialAccountType));
}
public ContaFinanceira GetByRegister(Cadastro value, FinancialAccountType type)
{
ContaFinanceira item = _session
.CreateCriteria(typeof(ContaFinanceira))
.Add(Restrictions.Eq("Cadastro", value))
.Add(Restrictions.Eq("Tipo", type))
.UniqueResult <ContaFinanceira>();
return(item);
}
protected void Page_Load(object sender, EventArgs e)
{
Response.ContentType = "application/json";
FinancialAccountType accountType =
(FinancialAccountType)(Enum.Parse(typeof(FinancialAccountType), Request.QueryString["AccountType"]));
string accountsJson = string.Empty;
int excludeId = -1;
string excludeIdString = Request.QueryString["ExcludeId"];
if (!String.IsNullOrEmpty(excludeIdString))
{
excludeId = Int32.Parse(excludeIdString);
}
// Get accounts
FinancialAccounts accounts = FinancialAccounts.ForOrganization(this.CurrentOrganization, accountType);
// Build tree (there should be a template for this)
Dictionary <int, List <FinancialAccount> > treeMap = new Dictionary <int, List <FinancialAccount> >();
foreach (FinancialAccount account in accounts)
{
if (account.Identity == excludeId)
{
continue;
}
if (!treeMap.ContainsKey(account.ParentIdentity))
{
treeMap[account.ParentIdentity] = new List <FinancialAccount>();
}
treeMap[account.ParentIdentity].Add(account);
}
if (treeMap.ContainsKey(0))
{
accountsJson = RecurseTreeMap(treeMap, 0);
}
accountsJson = "[{\"id\":\"0\",\"text\":\"" +
JsonSanitize(Resources.Global.ResourceManager.GetString("Financial_" + accountType.ToString())) +
"\",\"state\":\"open\",\"children\":" +
accountsJson +
"}]";
Response.Output.WriteLine(accountsJson);
Response.End();
}
public static int CreateAccount(string accountType)
{
AuthenticationData authData = GetAuthenticationDataAndCulture();
FinancialAccountType accountTypeEnum =
(FinancialAccountType)Enum.Parse(typeof(FinancialAccountType), accountType);
FinancialAccount account = FinancialAccount.Create(authData.CurrentOrganization,
Resources.Pages.Ledgers.AccountPlan_NewAccount, accountTypeEnum, null);
return(account.Identity);
}
// GET: FinancialAccountTypes/Edit/5
public IActionResult Edit(int?id)
{
if (id == null)
{
return(HttpNotFound());
}
FinancialAccountType financialAccountType = _context.FinancialAccountType.Single(m => m.ID == id);
if (financialAccountType == null)
{
return(HttpNotFound());
}
return(View(financialAccountType));
}
protected void ButtonAdd_Click(object sender, EventArgs e)
{
if (!_authority.HasPermission(Permission.CanDoEconomyTransactions, _organizationId, -1, Authorization.Flag.ExactOrganization))
{
ScriptManager.RegisterStartupScript(this, Page.GetType(), "getlost",
"alert ('You do not have access to change financial records.');", true);
return;
}
FinancialAccountType pAccountType = (FinancialAccountType)Enum.Parse(typeof(FinancialAccountType), this.DropAccountType.SelectedValue);
int pParentFinancialAccountId = Int32.Parse(this.DropAccounts.SelectedValue);
FinancialAccount.Create(_organizationId, TextAccountName.Text, pAccountType, pParentFinancialAccountId);
ClientScript.RegisterStartupScript(Page.GetType(), "mykey", "CloseAndRebind();", true);
}
public BasicFinancialAccount (int financialAccountId, string name, FinancialAccountType accountType,
int organizationId, int parentFinancialAccountId, int ownerPersonId,
bool open, int openedYear, int closedYear, bool expensable, bool administrative)
{
this.FinancialAccountId = financialAccountId;
this.Name = name;
this.AccountType = accountType;
this.OrganizationId = organizationId;
this.OwnerPersonId = ownerPersonId;
this.ParentFinancialAccountId = parentFinancialAccountId;
this.Open = open;
this.OpenedYear = openedYear;
this.ClosedYear = closedYear;
this.Expensable = expensable;
this.Administrative = administrative;
}
public int CreateFinancialAccount(int pOrganizationId, string pName, FinancialAccountType pAccountType, int pParentFinancialAccountId)
{
using (DbConnection connection = GetMySqlDbConnection())
{
connection.Open();
DbCommand command = GetDbCommand("CreateFinancialAccount", connection);
command.CommandType = CommandType.StoredProcedure;
AddParameterWithName(command, "pOrganizationId", pOrganizationId);
AddParameterWithName(command, "pName", pName);
AddParameterWithName(command, "pAccountType", (int)pAccountType);
AddParameterWithName(command, "pParentFinancialAccountId", pParentFinancialAccountId);
return Convert.ToInt32(command.ExecuteScalar());
}
}
public BasicFinancialAccount(int financialAccountId, string name, FinancialAccountType accountType,
int organizationId, int parentFinancialAccountId, int ownerPersonId,
bool open, int openedYear, int closedYear, bool active, bool expensable,
bool administrative, int linkBackward, int linkForward)
{
this.FinancialAccountId = financialAccountId;
this.Name = name;
this.AccountType = accountType;
this.OrganizationId = organizationId;
this.OwnerPersonId = ownerPersonId;
this.ParentFinancialAccountId = parentFinancialAccountId;
this.Open = open;
this.OpenedYear = openedYear;
this.ClosedYear = closedYear;
this.Active = active;
this.Expensable = expensable;
this.Administrative = administrative;
this.LinkBackward = linkBackward;
this.LinkForward = linkForward;
}
private string GetAccountsRecurse(FinancialAccountType accountType, int rootNodeId)
{
List <string> childStrings = new List <string>();
if (!this._hashedAccounts.ContainsKey(rootNodeId))
{
return(string.Empty);
}
if (this._hashedAccounts[rootNodeId].Count == 1)
{
// No children
return(string.Empty);
}
foreach (FinancialAccount account in this._hashedAccounts[rootNodeId])
{
if (account.Identity == rootNodeId || account.AccountType != accountType)
{
continue;
}
string grandChildren = GetAccountsRecurse(accountType, account.Identity);
if (!string.IsNullOrEmpty(grandChildren))
{
grandChildren = ",\"state\":\"closed\",\"children\":[" + grandChildren + "]";
}
childStrings.Add('{' + String.Format(
"\"id\":\"{0}\",\"text\":\"{1}\"",
account.Identity,
Server.HtmlEncode(JsonSanitize(account.Name))
) + grandChildren + '}');
}
return(String.Join(",", childStrings.ToArray()));
}
public void Populate(Organization organization, FinancialAccountType accountType)
{
Controls_v4_FinancialAccountTree tree = (Controls_v4_FinancialAccountTree)this.DropFinancialAccounts.Items[0].FindControl("FinancialAccountTree");
tree.Populate(organization, accountType);
}
public static FinancialAccount Create (int organizationId, string name, FinancialAccountType accountType, int parentFinancialAccountId)
{
int accountId = SwarmDb.GetDatabaseForWriting().CreateFinancialAccount(organizationId, name, accountType, parentFinancialAccountId);
return FromIdentityAggressive(accountId);
}
public static AnnualReport Create(Organization organization, int year, FinancialAccountType accountType)
{
AnnualReport report = new AnnualReport();
report.Organization = organization;
report.Year = year;
report._accountType = accountType;
// Get accounts
FinancialAccounts accounts = FinancialAccounts.ForOrganization(organization, accountType);
// Remove unwanted accounts
FinancialAccount resultsAccount = organization.FinancialAccounts.CostsYearlyResult;
foreach (FinancialAccount account in accounts)
{
// For now, just remove the "results" account. TODO: Remove inactive accounts, too.
if (account.Identity == resultsAccount.Identity)
{
accounts.Remove(account);
break;
}
}
// Build tree (there should be a template for this)
report._treeMap = new Dictionary <int, List <FinancialAccount> >();
foreach (FinancialAccount account in accounts)
{
if (!report._treeMap.ContainsKey(account.ParentIdentity))
{
report._treeMap[account.ParentIdentity] = new List <FinancialAccount>();
}
report._treeMap[account.ParentIdentity].Add(account);
}
FinancialAccounts orderedList = new FinancialAccounts();
// This list is guaranteed to have parents before children
report.PopulateOrderedList(orderedList, 0); // recursively add nodes parents-first
report.PopulateLookups(orderedList); // populate the lookup tables for results per account
report.PopulateTotals();
report.ReportLines = new List <AnnualReportLine>();
report.RecurseAddLines(report.ReportLines, 0);
// Aggregate accounts, if appropriate
if (report._treeMap[0].Count > 3)
{
// regroup list
report.AggregateAccounts();
}
return(report);
}
public void Populate(Organization organization, FinancialAccountType accountType)
{
FinancialAccounts accounts = FinancialAccounts.ForOrganization(organization, accountType);
Populate(accounts);
}
private string GetAccountsRecurse(FinancialAccountType accountType, int rootNodeId)
{
List <string> childStrings = new List <string>();
if (!this._hashedAccounts.ContainsKey(rootNodeId))
{
return(string.Empty);
}
if (this._hashedAccounts[rootNodeId].Count == 1)
{
// No children
return(string.Empty);
}
IOrderedEnumerable <FinancialAccount> childAccountsSorted = this._hashedAccounts[rootNodeId].OrderBy(account => account.Name);;
foreach (FinancialAccount account in childAccountsSorted)
{
if (account.Identity == rootNodeId || account.AccountType != accountType || account.Identity == _resultAccountId)
{
continue;
}
string ownerString = " ";
if (account.AccountType == FinancialAccountType.Income ||
account.AccountType == FinancialAccountType.Cost)
{
if (account.OwnerPersonId != 0)
{
// TODO: add zoom, write capability
ownerString =
"<span style=\\\"padding-" + _nearEdge + ":20px;background-repeat:no-repeat;background-position:center " + _nearEdge + ";background-image:url('" +
account.Owner.GetSecureAvatarLink(16) + "')\\\">" +
JsonSanitize(Server.HtmlEncode(account.Owner.Canonical)) + "</span>";
}
else
{
// TODO: add write capability
ownerString =
"<span style=\\\"padding-" + _nearEdge + ":20px;background-repeat:no-repeat;background-position:center " + _nearEdge + ";background-image:url('/Images/Icons/iconshock-warning-16x12px.png')\\\">" +
JsonSanitize(Server.HtmlEncode(Global.Global_NoOwner)) + "</span>";
}
}
string grandChildren = GetAccountsRecurse(accountType, account.Identity);
if (!string.IsNullOrEmpty(grandChildren))
{
grandChildren = ",\"state\":\"closed\",\"children\":[" + grandChildren + "]";
}
string editString =
String.Format(
"<img class='IconEdit' accountId='{0}{1}' height='16' width='24' src='/Images/Icons/iconshock-wrench-128x96px-centered.png' />",
accountType.ToString().Substring(0, 1), account.Identity);
childStrings.Add('{' +
String.Format(
"\"id\":\"{0}\",\"accountName\":\"{1}\",\"owner\":\"{2}\",\"balance\":\"{3}\",\"budget\":\"{4}\",\"action\":\"{5}\",\"inactive\":\"{6}\"",
account.Identity,
JsonSanitize(account.Name),
ownerString,
this._hashedAccounts[account.Identity].Count > 1
? JsonDualString(account.Identity, this._treeBalanceLookup[account.Identity],
this._singleBalanceLookup[account.Identity])
: (this._singleBalanceLookup[account.Identity] / 100.0).ToString("N0",
CultureInfo.CurrentCulture),
account.AccountType == FinancialAccountType.Income ||
account.AccountType == FinancialAccountType.Cost
? this._hashedAccounts[account.Identity].Count > 1
? (JsonDualString(account.Identity,
this._treeBudgetLookup[account.Identity],
this._singleBudgetLookup[account.Identity]))
: (this._singleBudgetLookup[account.Identity] / 100.0).ToString("N0",
CultureInfo.CurrentCulture)
: string.Empty,
editString,
account.Active? "false":"true" // reverses condition on purpose
) + grandChildren + '}');
}
return(String.Join(",", childStrings.ToArray()));
}
private string GetAccountsRecurse(FinancialAccountType accountType, int rootNodeId)
{
List <string> childStrings = new List <string>();
if (!_hashedAccounts.ContainsKey(rootNodeId))
{
return(string.Empty);
}
if (_hashedAccounts [rootNodeId].Count == 1)
{
// No children
return(string.Empty);
}
foreach (FinancialAccount account in _hashedAccounts[rootNodeId])
{
if (account.Identity == rootNodeId || account.AccountType != accountType)
{
continue;
}
string ownerString = " ";
if (account.AccountType == FinancialAccountType.Income || account.AccountType == FinancialAccountType.Cost)
{
if (account.OwnerPersonId != 0)
{
// TODO: add zoom, write capability
ownerString =
"<span style=\\\"padding-left:20px;background-repeat:no-repeat;background-image:url('" +
account.Owner.GetSecureAvatarLink(16) + "')\\\">" +
JsonSanitize(Server.HtmlEncode(account.Owner.Canonical)) + "</span>";
}
else
{
// TODO: add write capability
ownerString =
"<span style=\\\"padding-left:20px;background-repeat:no-repeat;background-position:center left;background-image:url('/Images/Icons/iconshock-warning-16x12px.png')\\\">" +
JsonSanitize(Server.HtmlEncode(Resources.Global.Global_NoOwner)) + "</span>";
}
}
string grandChildren = GetAccountsRecurse(accountType, account.Identity);
if (!string.IsNullOrEmpty(grandChildren))
{
grandChildren = ",\"state\":\"closed\",\"children\":[" + grandChildren + "]";
}
string editString = String.Format("<img class=\\\"IconEdit\\\" accountId=\\\"{0}{1}\\\" src=\\\"/Images/Icons/iconshock-wrench-16px.png\\\" />", accountType.ToString().Substring(0, 1), account.Identity);
childStrings.Add('{' + String.Format("\"id\":\"{0}\",\"accountName\":\"{1}\",\"owner\":\"{2}\",\"balance\":\"{3}\",\"budget\":\"{4}\",\"action\":\"{5}\"",
account.Identity,
Server.HtmlEncode(JsonSanitize(account.Name)),
ownerString,
_hashedAccounts[account.Identity].Count > 1 ? JsonDualString(account.Identity, _treeBalanceLookup[account.Identity], _singleBalanceLookup[account.Identity]) : (_singleBalanceLookup [account.Identity] / 100.0).ToString("N0"),
account.AccountType == FinancialAccountType.Income || account.AccountType == FinancialAccountType.Cost?
_hashedAccounts[account.Identity].Count > 1 ? (JsonDualString(account.Identity, _treeBudgetLookup[account.Identity], _singleBudgetLookup[account.Identity])) :
(_singleBudgetLookup[account.Identity] / 100.0).ToString("N0") :
string.Empty,
editString
) + grandChildren + '}');
}
return(String.Join(",", childStrings.ToArray()));
}
public static YearlyReport Create (Organization organization, int year, FinancialAccountType accountType)
{
YearlyReport report = new YearlyReport();
report.Organization = organization;
report.Year = year;
report._accountType = accountType;
// Get accounts
FinancialAccounts accounts = FinancialAccounts.ForOrganization(organization, accountType);
// Remove unwanted accounts
FinancialAccount resultsAccount = organization.FinancialAccounts.CostsYearlyResult;
foreach (FinancialAccount account in accounts)
{
// For now, just remove the "results" account. TODO: Remove inactive accounts, too.
if (account.Identity == resultsAccount.Identity)
{
accounts.Remove(account);
break;
}
}
// Build tree (there should be a template for this)
report._treeMap = new Dictionary<int, List<FinancialAccount>>();
foreach (FinancialAccount account in accounts)
{
if (!report._treeMap.ContainsKey(account.ParentIdentity))
{
report._treeMap[account.ParentIdentity] = new List<FinancialAccount>();
}
report._treeMap[account.ParentIdentity].Add(account);
}
FinancialAccounts orderedList = new FinancialAccounts(); // This list is guaranteed to have parents before children
report.PopulateOrderedList(orderedList, 0); // recursively add nodes parents-first
report.PopulateLookups(orderedList); // populate the lookup tables for results per account
report.PopulateTotals();
report.ReportLines = new List<YearlyReportLine>();
report.RecurseAddLines(report.ReportLines, 0);
// Aggregate accounts, if appropriate
if (report._treeMap[0].Count > 3)
{
// regroup list
report.AggregateAccounts();
}
return report;
}
public void Populate(Organization organization, FinancialAccountType accountType)
{
FinancialAccounts accounts = FinancialAccounts.ForOrganization(organization, accountType);
Populate(accounts);
}
public static FinancialAccount Create(Organization organization, string newAccountName,
FinancialAccountType accountType, FinancialAccount parentAccount)
{
return(Create(organization.Identity, newAccountName, accountType,
parentAccount == null ? 0 : parentAccount.Identity));
}
protected void Page_Load(object sender, EventArgs e)
{
Response.ContentType = "application/json";
FinancialAccountType accountType =
(FinancialAccountType)(Enum.Parse(typeof(FinancialAccountType), Request.QueryString["AccountType"]));
string response = string.Empty;
int excludeId = -1;
string excludeIdString = Request.QueryString["ExcludeId"];
if (!String.IsNullOrEmpty(excludeIdString))
{
excludeId = Int32.Parse(excludeIdString);
}
int resultsAccountId = CurrentOrganization.FinancialAccounts.CostsYearlyResult.Identity;
// Get accounts
FinancialAccounts accounts = FinancialAccounts.ForOrganization(CurrentOrganization, accountType);
// Build tree (there should be a template for this)
Dictionary <int, List <FinancialAccount> > treeMap = new Dictionary <int, List <FinancialAccount> >();
foreach (FinancialAccount account in accounts)
{
if (account.Identity == excludeId || account.Identity == resultsAccountId)
{
continue;
}
if (!treeMap.ContainsKey(account.ParentIdentity))
{
treeMap[account.ParentIdentity] = new List <FinancialAccount>();
}
treeMap[account.ParentIdentity].Add(account);
}
this._hashedAccounts = treeMap;
if (accountType == FinancialAccountType.Asset || accountType == FinancialAccountType.Balance ||
accountType == FinancialAccountType.All)
{
response += GetAccountGroup(FinancialAccountType.Asset, Resources.Global.Financial_Asset) +
",";
}
if (accountType == FinancialAccountType.Debt || accountType == FinancialAccountType.Balance ||
accountType == FinancialAccountType.All)
{
response += GetAccountGroup(FinancialAccountType.Debt, Resources.Global.Financial_Debt) + ",";
}
if (accountType == FinancialAccountType.Income || accountType == FinancialAccountType.Result ||
accountType == FinancialAccountType.All)
{
response +=
GetAccountGroup(FinancialAccountType.Income, Resources.Global.Financial_Income) +
",";
}
if (accountType == FinancialAccountType.Cost || accountType == FinancialAccountType.Result ||
accountType == FinancialAccountType.All)
{
response += GetAccountGroup(FinancialAccountType.Cost, Resources.Global.Financial_Cost);
}
response = response.TrimEnd(',');
// removes last comma regardless of where it came from or if it's even there
Response.Output.WriteLine("[" + response + "]");
Response.End();
}
public void Populate(Organization organization, FinancialAccountType accountType)
{
Controls_v4_FinancialAccountTree tree = (Controls_v4_FinancialAccountTree)this.DropFinancialAccounts.Items[0].FindControl("FinancialAccountTree");
tree.Populate(organization, accountType);
}
