/** Yearly ER - Fetch SUB-groups **/
public async Task <List <AccountYearViewModel> > FetchSubGroupsForYearlyEr(AccountYearViewModel ayear,
StructureType selectedType,
int mostRecentFinancialYear)
{
List <AccountYearViewModel> accountYearModel = null;
// If user is in mixed-structureTypes mode:
if (selectedType == StructureType.SubjectsThenFunctions || selectedType == StructureType.FunctionsThenSubjects)
{
// If user was on top-level when he clicked on account: IdOfParentInSuperordinateStructure == null
// If user clicked on an account below the top-level-structure: IdOfParentInSuperordinateStructure will have a value
string idOfParentInSuperordinateStructure = ayear.IdOfParentInSuperordinateStructure ?? ayear.AccountId;
int levelOfAccountsToFetch = ayear.IdOfParentInSuperordinateStructure == null ? 1 : (ayear.AccountLevel + 1);
List <int> years = new List <int> {
(ayear.Year - 1), ayear.Year
};
var query = GetQueryForErSubAccountsInMixedStructure(selectedType, ERAccountType.ExpensesAndIncomes, idOfParentInSuperordinateStructure, ayear.AccountId, levelOfAccountsToFetch, years);
List <AccountYearViewModel> accountsForPreviousYear = await query.Where(a => a.Year == (ayear.Year - 1)).ToListAsync();
List <AccountYearViewModel> accountsForSelectedYear = await query.Where(a => a.Year == ayear.Year).ToListAsync();
SetPercentChangesBetweenTwoYears(accountsForPreviousYear,
accountsForSelectedYear,
mostRecentFinancialYear,
ayear.Year);
// Add id of superordinate subject-account:
foreach (var acc in accountsForSelectedYear)
{
acc.IdOfParentInSuperordinateStructure = idOfParentInSuperordinateStructure;
}
accountYearModel = accountsForSelectedYear;
}
// If user is in subjects-mode or in functions-mode:
else if (selectedType == StructureType.Functions || selectedType == StructureType.Subjects)
{
YearViewModel m = await FetchMainGroupsForYearlyER(selectedType,
mostRecentFinancialYear,
ayear.Year,
(ayear.AccountLevel) + 1);
accountYearModel = m.Accounts.Where(a => a.AccountId.Substring(0, ayear.AccountLevel) == ayear.AccountId).ToList();
}
return(accountYearModel);
}
/*******************************************
* Helpers to assemble the final ViewModels
******************************************/
private void SetPercentChangesBetweenTwoYears(List <AccountYearViewModel> accountsForPreviousYear,
List <AccountYearViewModel> accountsForSelectedYear,
int mostRecentFinancialYear,
int selectedYear)
{
foreach (AccountYearViewModel acc in accountsForSelectedYear)
{
// For account-group-items which had no partner in LEFT-JOIN the year was not yet set:
acc.Year = selectedYear;
AccountYearViewModel accInPrevYear = accountsForPreviousYear.FirstOrDefault(a => a.AccountId == acc.AccountId);
if (accInPrevYear != null)
{
SetPercentChangesBetweenTwoYears(accInPrevYear, acc, mostRecentFinancialYear, selectedYear);
}
}
}
private void SetPercentChangesBetweenTwoYears(AccountYearViewModel accPreviousYear,
AccountYearViewModel accSelectedYear,
int mostRecentFinancialYear,
int selectedYear)
{
if (selectedYear <= mostRecentFinancialYear)
{
accSelectedYear.PercentageChangeExpensesActual = _helpers.GetPercentageChange(accPreviousYear.ExpensesActual, accSelectedYear.ExpensesActual);
accSelectedYear.PercentageChangeIncomeActual = _helpers.GetPercentageChange(accPreviousYear.IncomeActual, accSelectedYear.IncomeActual);
accSelectedYear.PercentageChangeBalanceActual = _helpers.GetPercentageChange(accPreviousYear.BalanceActual, accSelectedYear.BalanceActual);
}
else if (selectedYear == (mostRecentFinancialYear + 1))
{
accSelectedYear.PercentageChangeExpensesBudget = _helpers.GetPercentageChange(accPreviousYear.ExpensesActual, accSelectedYear.ExpensesBudget);
accSelectedYear.PercentageChangeIncomeBudget = _helpers.GetPercentageChange(accPreviousYear.IncomeActual, accSelectedYear.IncomeBudget);
accSelectedYear.PercentageChangeBalanceBudget = _helpers.GetPercentageChange(accPreviousYear.BalanceActual, accSelectedYear.BalanceBudget);
}
else if (selectedYear > (mostRecentFinancialYear + 1))
{
accSelectedYear.PercentageChangeExpensesBudget = _helpers.GetPercentageChange(accPreviousYear.ExpensesBudget, accSelectedYear.ExpensesBudget);
accSelectedYear.PercentageChangeIncomeBudget = _helpers.GetPercentageChange(accPreviousYear.IncomeBudget, accSelectedYear.IncomeBudget);
accSelectedYear.PercentageChangeBalanceBudget = _helpers.GetPercentageChange(accPreviousYear.BalanceBudget, accSelectedYear.BalanceBudget);
}
}
/* Assembles models that contain the values of an account for multiple years. */
internal MultipleYearsViewModel AssembleMultiYearsAccountModels(bool isFunctionGroups,
ERAccountType erAccountType,
List <int> selectedYears,
int mostRecentFinancialYear,
List <AccountYearViewModel> allAccounts)
{
List <string> accountIds = new List <string>();
// In case the incoming accounts are function-groups
if (isFunctionGroups)
{
accountIds = allAccounts.Select(a => a.AccountId)
.OrderBy(a => a)
.Distinct()
.ToList();
}
// In case the incoming accounts are subject-groups
else
{
List <string> allowedFirstDigits = new List <string>();
if (erAccountType == ERAccountType.Expenses || erAccountType == ERAccountType.Balances)
{
allowedFirstDigits.Add(Const.FirstDigitOfExpenses);
}
if (erAccountType == ERAccountType.Income || erAccountType == ERAccountType.Balances)
{
allowedFirstDigits.Add(Const.FirstDigitOfIncomes);
}
// all "Aufwand"-accounts resp. "Ertrag"-accounts start with the same number => use this fact for filtering:
accountIds = allAccounts.Where(a => allowedFirstDigits.Contains(a.AccountId.Substring(0, 1)))
.Select(a => a.AccountId)
.OrderBy(a => a)
.Distinct()
.ToList();
}
List <YearTotalsViewModel> totalsForSelectedYears = GetTotalsForYears(selectedYears, allAccounts, mostRecentFinancialYear);
var result = new MultipleYearsViewModel
{
SelectedYears = selectedYears,
ListOfAccountYearTotals = totalsForSelectedYears,
AccountsWithMultipleYears = new List <AccountMultipleYearsViewModel>()
};
/* There might be account-ids which are only available in certain years:
* For these cases*/
foreach (var id in accountIds)
{
var yearlyAccounts = new List <AccountYearViewModel>();
for (int i = 0; i < selectedYears.Count; i++)
{
// Check if an account for the given year / id is available
AccountYearViewModel yearlyAcc = allAccounts.FirstOrDefault(a => a.AccountId == id &&
a.Year == selectedYears[i]);
if (yearlyAcc != null)
{
yearlyAccounts.Add(yearlyAcc);
}
// If for the given year no account with this id is available,
// create a new account-object based on the infos of another account with the same id (setting expenses and incomes == 0)
else
{
var ya = allAccounts.FirstOrDefault(a => a.AccountId == id);
if (ya != null)
{
yearlyAccounts.Add(new AccountYearViewModel
{
Year = selectedYears[i],
AccountId = ya.AccountId,
AccountName = ya.AccountName,
AccountLevel = ya.AccountLevel,
ParentId = ya.ParentId,
Type = ya.Type
});
}
}
// Given there is a previous year,
// add percent change compared to previous year:
if (i > 0)
{
SetPercentChangesBetweenTwoYears(yearlyAccounts[i - 1], yearlyAccounts[i], mostRecentFinancialYear, selectedYears[i]);
}
}
result.AccountsWithMultipleYears.Add(new AccountMultipleYearsViewModel
{
Type = yearlyAccounts[0].Type,
AccountId = yearlyAccounts[0].AccountId,
AccountName = yearlyAccounts[0].AccountName,
AccountLevel = yearlyAccounts[0].AccountLevel,
ParentId = yearlyAccounts[0].ParentId,
SelectedYears = selectedYears,
YearlyAccounts = yearlyAccounts
});
}
return(result);
}
