// GET: MLFSSales
public async Task <IActionResult> Index(int?periodId, string split = "", int?advisorId = null)
{
MLFSReportingPeriod period;
decimal large = (decimal)500.00;
if (periodId == null)
{
period = await _periodData.GetCurrent();
}
else
{
period = await _periodData.GetPeriodById((int)periodId);
}
if (period == null)
{
return(NotFound());
}
List <MLFSIncome> income = await _incomeData.GetIncome(period, advisorId);
income = income.Distinct().ToList();
if (split.ToLower() == "unallocated")
{
income = income.Where(x => x.MLFSDebtorAdjustment == null && x.IsNewBusiness && !x.IsClawBack).ToList();
}
else if (split.ToLower() == "allocated")
{
income = income.Where(x => x.MLFSDebtorAdjustment != null && x.IsNewBusiness && !x.IsClawBack).ToList();
}
else if (split.ToLower() == "initial")
{
income = income.Where(x => x.IsNewBusiness && !x.IsClawBack).ToList();
}
else if (split.ToLower() == "recurring")
{
income = income.Where(x => !x.IsNewBusiness && !x.IsClawBack).ToList();
}
else if (split.ToLower() == "adjustment")
{
income = income.Where(x => x.IsAdjustment && !x.IsClawBack).ToList();
}
else if (split.ToLower() == "clawback")
{
income = income.Where(x => x.IsClawBack).ToList();
}
else if (split.ToLower() == "large")
{
income = income.Where(x => x.Amount > large).ToList();
}
return(View(income));
}
public async Task <IActionResult> CheckForMatches()
{
MLFSReportingPeriod period = await _periodData.GetCurrent();
List <MLFSSale> debtors = await _debtorData.GetDebtors(period);
List <MLFSIncome> income = await _incomeData.GetIncome();
income = income.Where(x => x.MLFSDebtorAdjustment == null && x.IncomeType.Contains("Initial")).ToList();
List <MLFSDebtorAdjustment> adjs = MLFSSale.CheckForReceipts(debtors, income);
_adjustmentData.InsertList(adjs);
return(RedirectToAction("Index"));
}
public async Task <IActionResult> UpdateData(int?periodId, int?saleId = null)
{
List <MLFSSale> sales = new List <MLFSSale>();
if (saleId == null)
{
if (periodId == null)
{
return(NotFound());
}
MLFSReportingPeriod period = await _periodData.GetPeriodById((int)periodId);
if (period == null)
{
return(NotFound());
}
sales = await _salesData.GetSales(period);
}
else
{
MLFSSale soleSale = await _salesData.GetSaleById((int)saleId);
sales.Add(soleSale);
}
for (int i = 0; i < sales.Count; i++)
{
MLFSSale sale = sales[i];
//only interested in clients which haven't been updated already or where we are forcing a particular line
//if (saleId != null || (sale.EstimatedOtherIncome == 0))
//{
Console.WriteLine("Client: " + sale.ClientId + ":" + sale.Client + ":" + i.ToString());
MLFSClient client = await _clientData.GetClient(sale.ClientId);
List <MLFSIncome> income = await _incomeData.GetIncome(client);
sale.AddClientData(client, income);
_salesData.Update(sale);
//}
}
return(Ok());
}
public async Task <IActionResult> SalesReport(int?periodId, string entity = "advisor")
{
MLFSReportingPeriod period;
List <SalesReport> report = new List <SalesReport>();
//get period
if (periodId == null)
{
return(NotFound());
}
period = await _periodData.GetPeriodById((int)periodId);
if (period == null)
{
return(NotFound());
}
//get advsiors
List <MLFSAdvisor> advisors = await _advisorData.GetAdvisors();
List <MLFSIncome> income = await _incomeData.GetIncome(period);
List <MLFSSale> sales = await _salesData.GetSales(period);
List <MLFSDebtorAdjustment> adjs = await _adjustmentData.GetAdjustments(period);
List <MLFSBudget> budgets = await _budgetData.GetBudgets(period);
if (entity.ToLower() == "advisor")
{
foreach (MLFSAdvisor adv in advisors)
{
SalesReport line = new SalesReport(income, sales, adjs, budgets, adv, period);
report.Add(line);
}
}
if (entity.ToLower() == "organisation")
{
report = report.GroupBy(x => x.Organisation).Select(y => new ViewModels.SalesReport()
{
Period = y.FirstOrDefault().Period,
PeriodId = y.FirstOrDefault().PeriodId,
Advisor = y.Key,
AdvisorId = 0,
Organisation = y.Key,
Budget = y.Sum(z => z.Budget),
New_Business = y.Sum(z => z.New_Business),
Renewals = y.Sum(z => z.Renewals),
Unallocated = y.Sum(z => z.Unallocated),
Clawback = y.Sum(z => z.Clawback),
NotTakenUp = y.Sum(z => z.NotTakenUp),
Adjustment = y.Sum(z => z.Adjustment),
Debtors_Variance = y.Sum(z => z.Debtors_Variance),
Debtors_Adjustment = y.Sum(z => z.Debtors_Adjustment),
Total = y.Sum(z => z.Total)
}).ToList();
}
else if (entity.ToLower() == "campaign")
{
report = ViewModels.SalesReport.CreateByCampaign(income, period);
}
return(PartialView("_SalesReport", report.OrderBy(x => x.Advisor)));
}
