/// <summary> /// Calculates from the last six months' average expense, that how can the user save enough money to afford a future /// transaction. It lists how much money the user needs to save from each expense category to achieve the goal amount. /// </summary> public void Calculate() { decimal cumulativeAmount = 0; List <UserCategory> allCategories; List <Transactions> transactionsLastSixMonths; DateTime startDayOfCalculation; DateTime lastDayOfLastMonth; CalculationResult.Clear(); HasCalculation = false; // do all the actions that needs database using (var db = new DataModel()) { CurrentBalance = (int)db.AccountBalance .First(ab => ab.AccountID == MainViewModel.CurrentAccount.AccountID) .Balance .GetValueOrDefault(); // if balance included, then set the start amount of calculation to the balance of the current account if (CalculationFilter.BalanceIncluded) { cumulativeAmount = (decimal)CurrentBalance; } // set the initial dates DateTime lastMonth = DateTime.Today.AddMonths(-1); startDayOfCalculation = new DateTime(lastMonth.Year, lastMonth.Month, 1).AddMonths(-5); lastDayOfLastMonth = DateTime.Today.AddDays(-(DateTime.Today.Day)); Console.WriteLine("Before calc: {0} - {1}", startDayOfCalculation, lastDayOfLastMonth); // get the transactions for the last six months transactionsLastSixMonths = db.Transactions .Include(t => t.Categories.CategoryDirections) .Where(t => t.TransactionDate >= startDayOfCalculation && t.TransactionDate <= lastDayOfLastMonth && t.AccountID == MainViewModel.CurrentAccount.AccountID) .ToList <Transactions>(); // get all the categories which are not excluded from calculation allCategories = db.UserCategory .Include(uc => uc.Category.CategoryDirections) .Where(uc => uc.UserID == MainViewModel.CurrentUser.UserID) .ToList <UserCategory>(); } //if there is no previous transaction then we can't calculate if (transactionsLastSixMonths.Count == 0) { windowService.UserMessage("Nincs korábbi tranzakció, ami alapján kalkulálni lehetne!"); return; } // get the create date of the first transaction DateTime firstTransactionDate = transactionsLastSixMonths.Select(t => t.TransactionDate).Min(); // if the first transactions date is a later date then startDayOfCalculation // then set the first day to the transaction date if (firstTransactionDate > startDayOfCalculation) { startDayOfCalculation = new DateTime(firstTransactionDate.Year, firstTransactionDate.Month, 1); } Console.WriteLine("Start: {0}\nEnd: {1}", startDayOfCalculation, lastDayOfLastMonth); // get the months between the starting date and the last month int monthDifference = CommonFunctionService.MonthDifference(lastDayOfLastMonth, startDayOfCalculation) + 1; Console.WriteLine("Month difference: {0}", monthDifference); // get the average amount spent by each category var averageAmountByCategories = transactionsLastSixMonths .GroupBy(t => t.Categories.CategoryName) .Select(t => new { Category = t.Key, CategoryDirection = t.First().Categories.CategoryDirections.DirectionName, Amount = t.Sum(s => s.Amount) / monthDifference }) .ToList(); CalculationFilter.CalculationData.Clear(); // create calculation data for each category, and initialize the limit with the average amount foreach (var category in allCategories) { var currentCategory = averageAmountByCategories .FirstOrDefault(c => c.Category == category.Category.CategoryName); decimal average = 0; if (currentCategory != null) { average = currentCategory.Amount; } var newCalcData = new CalculationData { CategoryID = category.CategoryID, Average = average, Limit = average }; CalculationFilter.CalculationData.Add(newCalcData); } // average income in a month decimal incomes = averageAmountByCategories .Where(c => c.CategoryDirection == "Bevétel") .Sum(c => c.Amount); // average expense in a month decimal expenses = averageAmountByCategories .Where(c => c.CategoryDirection == "Kiadás") .Sum(c => c.Amount); // average balance in a month decimal averageBalance = incomes - expenses; // get the difference in months between today and the due date int monthToGoal = CommonFunctionService.MonthDifference(CalculationFilter.DueDate, DateTime.Today) - 1; Console.WriteLine("{0}*{1}+{2}={3}", monthToGoal, averageBalance, cumulativeAmount, monthToGoal * averageBalance + cumulativeAmount); Console.WriteLine("{0}", CalculationFilter.Amount); cumulativeAmount += monthToGoal * averageBalance; // if the average savings plus the start balance is reaching the goal amount, then no // calculation is needed if (cumulativeAmount >= CalculationFilter.Amount) { windowService.UserMessage("A jelenlegi bevétel-kiadás arány mellett nem szükséges további spórolás a kitűzött cél megvalósításához"); return; } // get the priority levels that are not excluded from calculation var categoryPriority = allCategories .Where(uc => uc.Category.CategoryDirections.DirectionName == "Kiadás" && uc.ExcludeFromCalculation == false) .Select(uc => new { Priority = uc.Priority, CategoryID = uc.CategoryID, CategoryName = uc.Category.CategoryName, Percentage = uc.Limit }) .OrderBy(t => t.Priority) .ThenByDescending(t => t.Percentage) .ToList(); var priorityLevels = categoryPriority .Select(t => t.Priority) .Distinct() .ToList <int>(); bool goalReached = false; // go through each priority level foreach (var priority in priorityLevels) { var currentPriority = categoryPriority .Where(uc => uc.Priority == priority) .ToList(); int cycleCounter = 1; double maxPercentage = currentPriority.Max(t => t.Percentage); bool exit = false; Console.WriteLine("Priority {0}:", priority); while (!exit) { Console.WriteLine("{0}. round:", cycleCounter); foreach (var category in currentPriority) { // calculate only if we didn't reach the limit if (category.Percentage >= cycleCounter * 0.01) { var currentCalcData = CalculationFilter .CalculationData .First(cd => cd.CategoryID == category.CategoryID); currentCalcData.Limit -= currentCalcData.Average * 0.01M; // increase the saved amount by the amount we subtracted from limit for each month cumulativeAmount += currentCalcData.Average * 0.01M * monthToGoal; Console.WriteLine("{0}: {1}->{2}", category.CategoryName, currentCalcData.Average, currentCalcData.Limit); // if the saved amount equals or greater than the planned amount, then we are done if (cumulativeAmount >= CalculationFilter.Amount) { exit = true; goalReached = true; break; } } } Console.WriteLine("Amount after {0}. round: {1}", cycleCounter, cumulativeAmount); // if we reached the category with the highest percentage then go to next level if (maxPercentage <= cycleCounter * 0.01) { exit = true; } cycleCounter++; } // after each level we need to check, if we reached the goal already if (goalReached) { break; } } if (goalReached) { // create a collection for display foreach (var category in allCategories) { // if category is not type of expense then skip if (category.Category.CategoryDirections.DirectionName != "Kiadás") { continue; } var calcData = CalculationFilter.CalculationData.First(cd => cd.CategoryID == category.CategoryID); var displayCalculationData = new CalcDataDisplay { CategoryName = category.Category.CategoryName, Average = calcData.Average, Limit = calcData.Limit, Saved = calcData.Average - calcData.Limit }; CalculationResult.Add(displayCalculationData); } CreateCalculationReport(incomes, expenses); } else { windowService.UserMessage("Nem sikerült eleget spórolni a cél eléréséhez!"); } HasCalculation = CalculationResult.Count > 0; }
/// <summary> /// Refresh the chart according to the currently selected tab /// </summary> public void RefreshCharts() { if (CurrentViewModel is CategoryChartViewModel) { if (ExpendCategories == CurrentViewModel as CategoryChartViewModel) { SetCategoryPieCharts(ChartType.Expense); } if (IncomeCategories == CurrentViewModel as CategoryChartViewModel) { SetCategoryPieCharts(ChartType.Income); } return; } if (CurrentViewModel is ChartesianChartViewModel) { if (CurrentFilter.Type == FilterType.OwnDates) { if (CurrentFilter.CurrentFilterGroup == FilterGroup.Daily) { int dayDifference = CommonFunctionService.DayDifference(CurrentFilter.StartDate, CurrentFilter.EndDate); if (dayDifference > 31) { windowService.UserMessage("Oszlopdiagramnál a csoportosítás típusának a \"Naponta\" csak akkor választható, " + "ha a kezdő és végső dátum között maximum 31 nap a különbség!"); return; } } if (CurrentFilter.CurrentFilterGroup == FilterGroup.Quarterly || CurrentFilter.CurrentFilterGroup == FilterGroup.HalfYearly) { int monthDifference = CommonFunctionService.MonthDifference(CurrentFilter.EndDate, CurrentFilter.StartDate) + 1; if (monthDifference < 6) { windowService.UserMessage("Oszlopdiagramnál a csoportosítás típusának a \"Negyedévente\" és a \"Félévente\" " + "csak akkor választható, ha a kezdő és a végső dátum között legalább " + "6 hónap különbség van!"); return; } } if (CurrentFilter.CurrentFilterGroup == FilterGroup.Yearly) { int monthDifference = CommonFunctionService.MonthDifference(CurrentFilter.EndDate, CurrentFilter.StartDate) + 1; if (monthDifference < 12) { windowService.UserMessage("Oszlopdiagramnál a csoportosítás típusának az \"Évente\" csak akkor választható, " + "ha a kezdő és a végső dátum között legalább 12 hónap különbség van!"); return; } } } if (StackedSixMonths == CurrentViewModel as ChartesianChartViewModel) { SetStackedColumnChart(ChartType.Expense); } if (ExpenseIncomeColumn == CurrentViewModel as ChartesianChartViewModel) { SetStackedColumnChart(ChartType.Both); } } if (CurrentViewModel is BalanceViewModel) { if (CurrentFilter.Type == FilterType.OwnDates) { if (CurrentFilter.CurrentFilterGroup == FilterGroup.Monthly) { int monthDifference = CommonFunctionService.MonthDifference(CurrentFilter.EndDate, CurrentFilter.StartDate) + 1; if (monthDifference < 2) { windowService.UserMessage("Vonaldiagramnál a csoportosítás típusának a \"Havonta\" csak akkor választható, " + "ha a kezdő és a végső dátum között legalább 2 hónap különbség van!"); } } if (CurrentFilter.CurrentFilterGroup == FilterGroup.Quarterly) { int monthDifference = CommonFunctionService.MonthDifference(CurrentFilter.EndDate, CurrentFilter.StartDate) + 1; if (monthDifference < 6) { windowService.UserMessage("Vonaldiagramnál a csoportosítás típusának a \"Negyedévente\" csak akkor választható, " + "ha a kezdő és a végső dátum között legalább 6 hónap különbség van!"); return; } } if (CurrentFilter.CurrentFilterGroup == FilterGroup.HalfYearly) { int monthDifference = CommonFunctionService.MonthDifference(CurrentFilter.EndDate, CurrentFilter.StartDate) + 1; if (monthDifference < 12) { windowService.UserMessage("Vonaldiagramnál a csoportosítás típusának a \"Félévente\" csak akkor választható, " + "ha a kezdő és a végső dátum között legalább 1 év különbség van!"); return; } } if (CurrentFilter.CurrentFilterGroup == FilterGroup.Yearly) { int monthDifference = CommonFunctionService.MonthDifference(CurrentFilter.EndDate, CurrentFilter.StartDate) + 1; if (monthDifference < 24) { windowService.UserMessage("Vonaldiagramnál a csoportosítás típusának a \"Évente\" csak akkor választható, " + "ha a kezdő és a végső dátum között legalább 2 év különbség van!"); return; } } } SetLineChart(); } }