private bool UpdateDbAccountBalances(Transaction transaction, EventArgumentEnum eventArgument)
{
try
{
switch (eventArgument)
{
case EventArgumentEnum.Create:
{
if (transaction.DebitAccount != null && transaction.DebitAccount.Id != 0)
{
var originalBalance = transaction.DebitAccount.Balance; // logs beginning balance
transaction.DebitAccount.Balance += transaction.Amount;
Logger.Instance.Calculation($"{transaction.DebitAccount.Name}.balance ({originalBalance}) + {transaction.Amount} = {transaction.DebitAccount.Balance}");
// Update Account's required savings
transaction.CreditAccount.BalanceSurplus = _calc.UpdateBalanceSurplus(transaction.CreditAccount);
_db.Entry(transaction.DebitAccount).State = EntityState.Modified;
}
if (transaction.CreditAccount != null && transaction.CreditAccount.Id != 0)
{
var originalBalance = transaction.CreditAccount.Balance; // logs beginning balance
transaction.CreditAccount.Balance -= transaction.Amount;
Logger.Instance.Calculation($"{transaction.CreditAccount.Name}.balance ({originalBalance}) + {transaction.Amount} = {transaction.CreditAccount.Balance}");
// Update Account's required savings
transaction.CreditAccount.BalanceSurplus = _calc.UpdateBalanceSurplus(transaction.CreditAccount);
_db.Entry(transaction.CreditAccount).State = EntityState.Modified;
}
_db.SaveChanges();
return(true);
}
case EventArgumentEnum.Delete:
case EventArgumentEnum.Update:
{
var accountManager = new AccountManager();
var calculations = new Calculations();
var originalTransaction = _db.Transactions
.AsNoTracking()
.Where(t => t.Id == transaction.Id)
.Cast <Transaction>()
.FirstOrDefault();
if (originalTransaction == null)
{
return(false);
}
var originalCreditAccount = _db.Accounts.FirstOrDefault(a => a.Id == (originalTransaction.CreditAccountId ?? 0));
var originalDebitAccount = transaction.Type == TransactionTypesEnum.Income ? accountManager.GetPoolAccount() : _db.Accounts.FirstOrDefault(a => a.Id == (originalTransaction.DebitAccountId ?? 0));
var originalAmount = originalTransaction.Amount;
// Reassign the Debit/Credit Account Id's to Transaction Model
transaction.CreditAccountId = originalTransaction.CreditAccountId;
transaction.DebitAccountId = originalTransaction.DebitAccountId;
if (transaction.Type == TransactionTypesEnum.Income)
{
var accounts = accountManager.GetAllAccounts();
switch (eventArgument)
{
case EventArgumentEnum.Delete:
{
if (originalDebitAccount != null)
{
// Pool all Account balances (including deficits)
foreach (Account account in accounts.Where(a => a.Balance != 0.0m))
{
try
{
if (account.Balance > 0.0m)
{
var balance = account.Balance;
account.Balance -= balance;
originalDebitAccount.Balance += balance;
}
else if (account.Balance < 0.0m)
{
var deficit = account.Balance * -1;
account.Balance -= deficit;
originalDebitAccount.Balance -= deficit;
}
account.BalanceSurplus = calculations.UpdateBalanceSurplus(account);
}
catch (Exception e)
{
Logger.Instance.Error(e);
}
}
// Subtract the amount of the income transaction from the Pool
originalDebitAccount.Balance -= transaction.Amount;
// If there's still a balance left, rebalance Accounts with a negative balance surplus
if (originalDebitAccount.Balance > 0.0m)
{
foreach (Account account in accounts.Where(a => !a.ExcludeFromSurplus))
{
try
{
if (account.BalanceSurplus > 0.0m)
{
var balance = account.Balance;
account.Balance -= balance;
originalDebitAccount.Balance += balance;
}
else
{
var deficit = account.BalanceSurplus * -1;
if (originalDebitAccount.Balance < deficit)
{
account.Balance += originalDebitAccount.Balance;
originalDebitAccount.Balance -=
originalDebitAccount.Balance;
}
else // Make account whole
{
account.Balance += deficit;
originalDebitAccount.Balance -= deficit;
}
}
account.BalanceSurplus = calculations.UpdateBalanceSurplus(account);
_db.Entry(account).State = EntityState.Modified;
}
catch (Exception e)
{
Logger.Instance.Error(e);
}
}
}
}
else
{
Logger.Instance.Debug("Debit account for income transaction is null");
}
if (_db.ChangeTracker.HasChanges())
{
_db.SaveChanges();
}
return(true);
}
case EventArgumentEnum.Update:
{
if (originalDebitAccount != null)
{
// Pool Account balances (including deficits)
foreach (Account account in accounts.Where(a => a.Balance != 0.0m))
{
try
{
if (account.Balance > 0.0m)
{
var balance = account.Balance;
account.Balance -= balance;
originalDebitAccount.Balance += balance;
}
else if (account.Balance < 0.0m)
{
var deficit = account.Balance * -1;
account.Balance -= deficit;
originalDebitAccount.Balance -= deficit;
}
account.BalanceSurplus = calculations.UpdateBalanceSurplus(account);
}
catch (Exception e)
{
Logger.Instance.Error(e);
}
}
// Subtract difference of the updated transaction and the original transaction amount
originalDebitAccount.Balance += transaction.Amount - originalAmount;
// if there's a balance left, rebalance Accounts with a negative balance surplus
if (originalDebitAccount.Balance > 0.0m)
{
foreach (Account account in accounts.Where(a => !a.ExcludeFromSurplus))
{
try
{
if (account.BalanceSurplus > 0.0m)
{
var balance = account.Balance;
account.Balance -= balance;
originalDebitAccount.Balance += balance;
}
else
{
var deficit = account.BalanceSurplus * -1;
if (originalDebitAccount.Balance < deficit)
{
account.Balance += originalDebitAccount.Balance;
originalDebitAccount.Balance -=
originalDebitAccount.Balance;
}
else // Make account whole
{
account.Balance += deficit;
originalDebitAccount.Balance -= deficit;
}
}
account.BalanceSurplus = calculations.UpdateBalanceSurplus(account);
_db.Entry(account).State = EntityState.Modified;
}
catch (Exception e)
{
Logger.Instance.Error(e);
}
}
}
}
else
{
Logger.Instance.Debug("Debit account for income transaction is null");
}
if (_db.ChangeTracker.HasChanges())
{
_db.SaveChanges();
}
return(true);
}
default:
throw new NotImplementedException();
}
}
switch (eventArgument)
{
case EventArgumentEnum.Delete:
{
if (originalDebitAccount != null)
{
originalDebitAccount.Balance -= transaction.Amount;
// Update Account's required savings
originalDebitAccount.BalanceSurplus = _calc.UpdateBalanceSurplus(originalDebitAccount);
_db.Entry(originalDebitAccount).State = EntityState.Modified;
}
if (originalCreditAccount != null)
{
originalCreditAccount.Balance += transaction.Amount;
// Update Account's required savings
originalCreditAccount.BalanceSurplus = _calc.UpdateBalanceSurplus(originalCreditAccount);
_db.Entry(originalCreditAccount).State = EntityState.Modified;
}
_db.SaveChanges();
return(true);
}
case EventArgumentEnum.Update:
{
var amountDifference = transaction.Amount - originalAmount;
if (originalDebitAccount != null)
{
originalDebitAccount.Balance += amountDifference;
originalDebitAccount.BalanceSurplus = _calc.UpdateBalanceSurplus(originalDebitAccount);
_db.Entry(originalDebitAccount).State = EntityState.Modified;
}
if (originalCreditAccount != null)
{
originalCreditAccount.Balance -= amountDifference;
originalCreditAccount.BalanceSurplus = _calc.UpdateBalanceSurplus(originalCreditAccount);
_db.Entry(originalCreditAccount).State = EntityState.Modified;
}
_db.SaveChanges();
return(true);
}
default:
throw new NotImplementedException();
}
}
default:
throw new NotImplementedException($"{eventArgument} is not an accepted type for TransactionController.UpdateDbAccountBalances method");
}
}
catch (Exception e)
{
Logger.Instance.Error(e);
return(false);
}
}
public AccountMetrics GetMetrics()
{
try
{
//TODO: Needs Refactoring
AccountMetrics metrics = new AccountMetrics();
AccountManager accountManager = new AccountManager();
BillManager billManager = new BillManager();
List <Account> accounts = GetAllAccounts();
var poolAccount = GetPoolAccount();
var requiredSavingsDict = _calc.GetRequiredSavingsDict();
var totalRequiredSavings = 0.0m;
foreach (var savings in requiredSavingsDict)
{
try
{
totalRequiredSavings += savings.Value;
}
catch (Exception e)
{
Logger.Instance.Error(e);
}
}
if (!accounts.Any())
{
return(metrics);
}
metrics.LargestBalance = accounts.Max(a => a.Balance);
metrics.SmallestBalance = accounts.Min(a => a.Balance);
metrics.AverageBalance = accounts.Sum(a => a.Balance) / accounts.Count;
var incomeTransactions = _db.Transactions.Where(t => t.Type == TransactionTypesEnum.Income);
var oldestIncomeTransaction = incomeTransactions.OrderBy(t => t.Date).FirstOrDefault();
var daysAgo = 0;
if (oldestIncomeTransaction != null)
{
daysAgo = (DateTime.Today - oldestIncomeTransaction.Date).Days;
}
var monthsAgo = daysAgo / 30 < 1 ? 1 : daysAgo / 30;
if (incomeTransactions.Any())
{
metrics.MonthlySurplus = (incomeTransactions.Sum(t => t.Amount) / monthsAgo) - (accounts.Sum(a => a.PaycheckContribution) * 2);
}
metrics.LargestSurplus = accounts.Max(a => a.BalanceSurplus);
metrics.SmallestSurplus = accounts.Min(a => a.BalanceSurplus);
var surplusAccounts = accounts.Where(a => a.BalanceSurplus > 0).ToList().Count; if (surplusAccounts > 0)
{
metrics.AverageSurplus = accounts.Sum(a => a.BalanceSurplus) / surplusAccounts;
}
var cashBalance = accounts.Sum(a => a.Balance) + poolAccount.Balance;
var outstandingExpenses = billManager.GetOutstandingExpenseTotal();
metrics.CashBalance = cashBalance;
metrics.AccountingBalance = cashBalance - totalRequiredSavings;
var totalSurplus = accounts.Sum(a => a.BalanceSurplus) + poolAccount.Balance;
metrics.SpendableCash = totalSurplus > 0 ? totalSurplus : 0.0m; // Account balance surplus = account balance - balance limit (balance limit is 0, surplus = balance - required savings). Balance limit allows the account to "fill up" to the limit
metrics.OutstandingExpenses = outstandingExpenses;
metrics.PoolBalance = accountManager.GetPoolAccount().Balance;
metrics.OutstandingAccountDeficit = accounts.Where(a => a.BalanceSurplus < 0).Sum(a => a.BalanceSurplus);
return(metrics);
}
catch (Exception e)
{
Logger.Instance.Error(e);
return(null);
}
}