public ViewResult YearlyReport(DateTime?date)
{
if (date == null)
{
date = DateTime.Now;
}
IAvapiConnection connection = AvapiConnection.Instance;
connection.Connect("BXGO930UI9P053HT");
Int_TIME_SERIES_MONTHLY time_series_monthly = connection.GetQueryObject_TIME_SERIES_MONTHLY();
List <Share> shares = _repo.Shares.Where(e => e.Date.Year == date.Value.Year).ToList();
List <PieChartData> data = new List <PieChartData>();
List <StockViewModel> svm = new List <StockViewModel>();
List <Stock> stocks = _stockRepo.Stocks.ToList();
Dictionary <int, IAvapiResponse_TIME_SERIES_MONTHLY> stockData = new Dictionary <int, IAvapiResponse_TIME_SERIES_MONTHLY>();
foreach (var stock in stocks)
{
try
{
IAvapiResponse_TIME_SERIES_MONTHLY time_series_monthlyResponse = time_series_monthly.QueryPrimitive(
stock.Ticker
);
stockData.Add(stock.ID, time_series_monthlyResponse);
var sData = time_series_monthlyResponse.Data.TimeSeries.First();
List <Share> listOfShares = shares.Where(e => e.StockID == stock.ID).ToList();
int totalShares = listOfShares.Select(e => e.NumOfShares).Sum();
svm.Add(new StockViewModel()
{
Stock = stock,
TotalNumOfShares = totalShares,
CurrentValue = Convert.ToDouble(sData.close),
TotalValue = Convert.ToDouble(sData.close) * (double)totalShares
});
}
catch (Exception e)
{
}
}
List <LineChartData> lineData = new List <LineChartData>();
int month = 1;
double currentValue = 0;
while (month <= date.Value.Month)
{
double total = 0;
foreach (var stock in stocks)
{
IAvapiResponse_TIME_SERIES_MONTHLY time_series_monthlyResponse = stockData.GetValueOrDefault(stock.ID);
var sData = time_series_monthlyResponse.Data.TimeSeries.Where(x => Convert.ToDateTime(x.DateTime).Month == month &&
Convert.ToDateTime(x.DateTime).Year == date.Value.Year).FirstOrDefault();
if (sData != null)
{
List <Share> listOfShares = shares.Where(e => e.StockID == stock.ID && (e.Date.Year < date.Value.Year || (e.Date.Year == date.Value.Year && e.Date.Month <= month))).ToList();
int totalShares = listOfShares.Select(e => e.NumOfShares).Sum();
total += Convert.ToDouble(sData.close) * (double)totalShares;
}
}
currentValue = total;
lineData.Add(new LineChartData
{
XData = DateTimeFormatInfo.CurrentInfo.GetMonthName(month).Substring(0, 3),
YData = currentValue.ToString()
});
month++;
}
List <int> sectors = _stockRepo.Stocks.Select(x => x.SectorID).Distinct().ToList();
foreach (var sector in sectors)
{
List <Share> sectorShares = shares.Where(e => e.Date.Year == date.Value.Year ? (e.Date.Month <= date.Value.Month)
: e.Date.Year <= date.Value.Year).ToList();
int totalShares = sectorShares.Where(e => e.Stock.SectorID == sector).Select(e => e.NumOfShares).Sum();
data.Add(new PieChartData
{
Category = _sectorRepo.Sectors.Where(x => x.ID == sector).FirstOrDefault().Name,
Data = Convert.ToString(totalShares)
});
}
double amountInvested = 0;
foreach (var s in shares)
{
amountInvested += (double)s.PurchasePrice * (double)s.NumOfShares;
}
List <IncomeEntry> incomes = _incomeRepo.IncomeEntries.Where(i => i.Date.Month == date.Value.Month && i.Date.Year == date.Value.Year).ToList();
int daysInMonth = DateTime.DaysInMonth(date.Value.Year, date.Value.Month);
double sum = 0;
for (int j = 1; j <= daysInMonth; j++)
{
sum += incomes.Where(i => i.Date.Day == j).Select(e => e.Amount).Sum();
}
return(View(new StockListViewModel
{
Stocks = svm,
Date = date.Value,
PieChartData = data,
LineChartData = lineData,
AmountInvested = Convert.ToDecimal(shares.Select(e => e.NumOfShares * e.PurchasePrice).Sum())
}));
}