public ActionResult Budget()
{
ApplicationUser user = System.Web.HttpContext.Current.GetOwinContext().GetUserManager <ApplicationUserManager>().FindById(System.Web.HttpContext.Current.User.Identity.GetUserId());
Plaid plaid = new Plaid
{
User = user
};
plaid.GetTransactions();
//groups by category, sums up amounts and orders categories by greatest to least
//may want to broaden the date range and get the average amount spent per category
var budgetquery = (from mem in plaid.Transaction_list
where mem.Amount > 0
group mem by mem.CategoryID into g
select new
{
Category = g.Distinct(),
Amount = g.Sum(x => x.Amount)
}).OrderByDescending(x => x.Amount).Take(10);
foreach (var category in budgetquery)
{
Budget budget = new Budget
{
Category = category.Category.FirstOrDefault().CategoryID.ToString(),
Category_Amount = category.Amount
};
plaid.BudgetList.Add(budget);
}
return(View());
}
public async Task <ActionResult> Profiler(User_Finance data)
{
Plaid plaid = new Plaid();
if (ModelState.IsValid)
{
ApplicationUser user = System.Web.HttpContext.Current.GetOwinContext().GetUserManager <ApplicationUserManager>().FindById(System.Web.HttpContext.Current.User.Identity.GetUserId());
using (var context = new PersonalFinanceAppEntities())
{
User_Finance update = new User_Finance
{
UserID = user.Id,
Income = data.Income,
Fixed_Expenses = data.Fixed_Expenses
};
context.User_Finance.Add(update);
await context.SaveChangesAsync();
}
//this will indicate that the user has synced accounts and completed the profiler.
user.FirstLoginFlag = false;
var result = await UserManager.UpdateAsync(user);
TempData["result"] = "Profile saved!";
return(RedirectToAction("Main", "Dashboard"));
}
// If we got this far, something failed, redisplay form
ViewBag.StatusMessage = "Yikes! Something went wrong";
return(View(plaid));
}
//GET: Account/Profiler
public async Task <ActionResult> Profiler()
{
if (ModelState.IsValid)
{
ApplicationUser user = System.Web.HttpContext.Current.GetOwinContext().GetUserManager <ApplicationUserManager>().FindById(System.Web.HttpContext.Current.User.Identity.GetUserId());
if (user.FirstLoginFlag == true && user.PhoneNumberConfirmed == false)
{
return(RedirectToAction("AddPhoneNumber", "Manage"));
}
Plaid plaid = new Plaid
{
User = user
};
try { await plaid.GetAccountList(); }
catch { }
ViewBag.Message = TempData["result"] as string;
return(View(plaid));
}
return(View());
}
public async Task <ActionResult> AccountSync()
{
ApplicationUser user = System.Web.HttpContext.Current.GetOwinContext().GetUserManager <ApplicationUserManager>().FindById(System.Web.HttpContext.Current.User.Identity.GetUserId());
if (user.FirstLoginFlag == true && user.PhoneNumberConfirmed == false)
{
return(RedirectToAction("AddPhoneNumber", "Manage"));
}
Plaid plaid = new Plaid
{
User = user
};
try
{
await plaid.GetAccountList();
plaid.p_token = plaid.Reauthaccounts.FirstOrDefault().access_token ?? "";
}
catch { }
ViewBag.Message = TempData["result"] as string;
return(View(plaid));
}
//
// GET: Dashboard/Main
public async Task <ActionResult> Main()
{
if (user.FirstLoginFlag == true && user.PhoneNumberConfirmed == false)
{
return(RedirectToAction("AddPhoneNumber", "Manage"));
}
if (user.FirstLoginFlag == true)
{
return(RedirectToAction("AccountSync", "Account"));
}
Plaid plaid = new Plaid
{
User = user,
Start_date = Session["startdate"] as string,
End_date = Session["enddate"] as string
};
var transaction_list = Session["transactions"] as List <User_Transactions>;
if (transaction_list is null)
{
await plaid.GetAccountList();
if (plaid.Reauthaccounts.Count != 0)
{
return(RedirectToAction("AccountSync", "Account"));
}
plaid.GetTransactions();
Session["transactions"] = plaid.Transaction_list;
Session["BarChart"] = plaid.BarChart;
Session["DonutChart"] = plaid.DonutChart;
Session["AccountList"] = plaid.Account_list;
Session["Assets"] = plaid.Assets;
Session["Liabilities"] = plaid.Liabilities;
Session["NetWorth"] = plaid.NetWorth;
Session["InstitutionList"] = plaid.InstitutionList;
}
else
{
plaid.Transaction_list = transaction_list;
plaid.BarChart = Session["BarChart"] as List <BarChartData>;
plaid.DonutChart = Session["DonutChart"] as List <DonutChartData>;
plaid.SelectedAccount = (Session["SelectedAccount"] as string) ?? "All Accounts";
plaid.Start_date = (Session["startdate"] as string) ?? DateTime.Today.AddMonths(-1).ToShortDateString();
plaid.End_date = (Session["enddate"] as string) ?? DateTime.Today.ToShortDateString();
plaid.Account_list = Session["AccountList"] as List <User_Accounts>;
plaid.Assets = Session["Assets"] as string;
plaid.Liabilities = Session["Liabilities"] as string;
plaid.NetWorth = Session["NetWorth"] as string;
plaid.InstitutionList = Session["InstitutionList"] as List <Institution>;
plaid.DonutDataSum(plaid.DonutChart);
}
return(View(plaid));
}
public async void should_have_accept_header()
{
var fake = new FakeResponseHandler();
var client = new HttpClient(fake);
var plaid = new Plaid("fakeId","fakeKey",client);
var insitutions = plaid.GetInstitutionsTask().Result;
insitutions.Count.ShouldBeGreaterThan(1);
}
public async Task <ActionResult> DeleteAccount(string slct)
{
ApplicationUser user = System.Web.HttpContext.Current.GetOwinContext().GetUserManager <ApplicationUserManager>().FindById(System.Web.HttpContext.Current.User.Identity.GetUserId());
Plaid plaid = new Plaid
{
User = user
};
await plaid.DeleteInstitution(slct);
ViewBag.Message = "Account Deleted!";
return(RedirectToAction("AccountSync", "Account"));
}
public async Task <RedirectToRouteResult> Account(string xyz)
{
Plaid plaid = new Plaid
{
User = user,
Start_date = Session["startdate"] as string,
End_date = Session["enddate"] as string
};
try
{
DateTime start_date = DateTime.Parse(plaid.Start_date);
DateTime end_date = DateTime.Parse(plaid.End_date);
plaid.GetTransactions(start_date, end_date, xyz);
}
catch
{
DateTime?start_date = null;
DateTime?end_date = null;
plaid.GetTransactions(start_date, end_date, xyz);
}
await plaid.GetAccountList();
var accountlist = plaid.Account_list;
var chartdata = plaid.BarChart;
var donutdata = plaid.DonutChart;
var networth = plaid.NetWorth;
Session["BarChart"] = chartdata;
Session["DonutChart"] = donutdata;
Session["AccountList"] = accountlist;
Session["Assets"] = plaid.Assets;
Session["Liabilities"] = plaid.Liabilities;
Session["NetWorth"] = networth;
Session["transactions"] = plaid.Transaction_list;
Session["SelectedAccount"] = plaid.SelectedAccount;
Session["AccountID"] = xyz;
return(RedirectToAction("Main"));
}
public async Task <ActionResult> AccountSync(Response data)
{
Plaid plaid = new Plaid();
if (ModelState.IsValid)
{
ApplicationUser user = System.Web.HttpContext.Current.GetOwinContext().GetUserManager <ApplicationUserManager>().FindById(System.Web.HttpContext.Current.User.Identity.GetUserId());
string _token = data.Public_token;
string name = data.Name;
plaid.User = user;
plaid.Institution_name = name;
await plaid.AuthenticateAccount(_token);
TempData["result"] = "Account added!";
return(RedirectToAction("AccountSync"));
}
// If we got this far, something failed, redisplay form
ViewBag.StatusMessage = "Yikes! Something went wrong";
return(View(plaid));
}
public RedirectToRouteResult DatePickerHandler(Dates dates)
{
Plaid plaid = new Plaid();
if (ModelState.IsValid)
{
DateTime start_date = DateTime.Parse(dates.start_date);
DateTime end_date = DateTime.Parse(dates.end_date);
Session["startdate"] = dates.start_date;
Session["enddate"] = dates.end_date;
string selected_account = Session["AccountID"] as string;
if (!String.IsNullOrEmpty(selected_account))
{
return(RedirectToAction("Account", new { xyz = selected_account }));
}
plaid.User = user;
plaid.GetTransactions(start_date, end_date);
Session["transactions"] = plaid.Transaction_list;
Session["BarChart"] = plaid.BarChart;
Session["DonutChart"] = plaid.DonutChart;
Session["SelectedAccount"] = plaid.SelectedAccount;
plaid.Account_list = Session["AccountList"] as List <User_Accounts>;
plaid.Assets = Session["Assets"] as string;
plaid.Liabilities = Session["Liabilities"] as string;
plaid.NetWorth = Session["NetWorth"] as string;
plaid.InstitutionList = Session["InstitutionList"] as List <Institution>;
return(RedirectToAction("Main", plaid));
}
//if we got this far something went wrong - redisplay the page
return(RedirectToAction("Main"));
}
public void Setup()
{
_client = new Plaid("test_id","test_secret");
}
//
//GET: Populating data for the Data Table
public JsonResult DataTableHandler(DataTable param)
{
Plaid plaid = new Plaid
{
User = user,
Start_date = Session["startdate"] as string,
End_date = Session["enddate"] as string
};
var transaction_list = Session["transactions"] as List <User_Transactions>;
if (transaction_list is null)
{
plaid.GetTransactions();
}
else
{
plaid.Transaction_list = transaction_list;
plaid.BarChart = Session["BarChart"] as List <BarChartData>;
plaid.DonutChart = Session["DonutChart"] as List <DonutChartData>;
plaid.Account_list = Session["AccountList"] as List <User_Accounts>;
plaid.Assets = Session["Assets"] as string;
plaid.Liabilities = Session["Liabilities"] as string;
plaid.NetWorth = Session["NetWorth"] as string;
plaid.DonutDataSum(plaid.DonutChart);
}
var displayedTransactions = (IEnumerable <User_Transactions>)plaid.Transaction_list;
var sortColumnIndex = Convert.ToInt32(Request["iSortCol_0"]);
if (sortColumnIndex == 0)
{
Func <User_Transactions, DateTime> orderingFunction = (c => c.Date);
var sortDirection = Request["sSortDir_0"]; // asc or desc
if (sortDirection == "desc")
{
displayedTransactions = displayedTransactions.OrderBy(orderingFunction);
}
else
{
displayedTransactions = displayedTransactions.OrderByDescending(orderingFunction);
}
}
else if (sortColumnIndex == 4)
{
Func <User_Transactions, decimal> orderingFunction = (c => c.Amount);
var sortDirection = Request["sSortDir_0"]; // asc or desc
if (sortDirection == "asc")
{
displayedTransactions = displayedTransactions.OrderBy(orderingFunction);
}
else
{
displayedTransactions = displayedTransactions.OrderByDescending(orderingFunction);
}
}
else
{
Func <User_Transactions, string> orderingFunction = (c => sortColumnIndex == 1 ? c.CategoryID :
sortColumnIndex == 2 ? c.Location_Name :
c.Location_State);
var sortDirection = Request["sSortDir_0"]; // asc or desc
if (sortDirection == "asc")
{
displayedTransactions = displayedTransactions.OrderBy(orderingFunction);
}
else
{
displayedTransactions = displayedTransactions.OrderByDescending(orderingFunction);
}
}
displayedTransactions = displayedTransactions
.Skip(param.iDisplayStart)
.Take(param.iDisplayLength);
var data = from transaction in displayedTransactions
select new[] { transaction.Date.ToShortDateString(),
transaction.CategoryID,
transaction.Location_Name,
(transaction.Location_City + " " + transaction.Location_State),
String.Format("{0:C}", transaction.Amount) };
return(Json(new
{
dom = "",
param.sEcho,
iTotalRecords = plaid.Transaction_list.Count(),
iTotalDisplayRecords = plaid.Transaction_list.Count(),
iSortingCols = 5,
aaData = data
},
JsonRequestBehavior.AllowGet));
}
public void Setup()
{
_p = new Plaid("herp","derp");
}