// GET: Debtor
public async Task <IActionResult> Index(int?advisorId, string financialYear)
{
List <MLFSReportingPeriod> periods = await _periodData.GetPeriods();
SelectList yearList = new SelectList(periods.Select(x => x.FinancialYear).Distinct());
ViewBag.Year = yearList;
ViewBag.AdvisorId = await _advisorData.SelectList();
if (advisorId == null)
{
BudgetReview review = new BudgetReview();
return(View(review));
}
else
{
if (String.IsNullOrEmpty(financialYear))
{
financialYear = yearList.FirstOrDefault().Value;
}
MLFSAdvisor advisor = await _advisorData.GetAdvisor((int)advisorId);
List <MLFSBudget> budgets = await _budgetData.GetBudgets(periods.Where(x => x.FinancialYear == financialYear).ToList());
BudgetReview review = new BudgetReview(advisor, budgets, periods, financialYear);
return(View(review));
}
}
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)));
}
