private void GenerateCapitalGains(IReportWriter writer)
{
DateTime toDate = new DateTime(year + 1, 1, 1);
var calculator = new CapitalGainsTaxCalculator(this.money, toDate, this.consolidateOnDateSold, true);
List <SecuritySale> errors = new List <SecuritySale>(from s in calculator.GetSales() where s.Error != null select s);
if (errors.Count > 0)
{
writer.WriteHeading("Errors Found");
foreach (SecuritySale error in errors)
{
writer.WriteParagraph(error.Error.Message);
}
}
if ((from u in calculator.Unknown where u.DateSold.Year == this.year select u).Any())
{
writer.WriteHeading("Capital Gains with Unknown Cost Basis");
writer.StartTable();
writer.StartColumnDefinitions();
for (int i = 0; i < 4; i++)
{
writer.WriteColumnDefinition("Auto", 100, double.MaxValue);
}
writer.EndColumnDefinitions();
writer.StartHeaderRow();
writer.StartCell();
writer.WriteParagraph("Security");
writer.EndCell();
writer.StartCell();
writer.WriteNumber("Quantity");
writer.EndCell();
writer.StartCell();
writer.WriteNumber("Date Sold");
writer.EndCell();
writer.StartCell();
writer.WriteNumber("Sale Price");
writer.EndCell();
writer.StartCell();
writer.WriteNumber("Proceeds");
writer.EndCell();
writer.EndRow();
foreach (var data in calculator.Unknown)
{
if (data.DateSold.Year != this.year)
{
continue;
}
writer.StartRow();
writer.StartCell();
writer.WriteParagraph(data.Security.Name);
writer.EndCell();
writer.StartCell();
writer.WriteNumber(Rounded(data.UnitsSold, 3));
writer.EndCell();
writer.StartCell();
writer.WriteNumber(data.DateSold.ToShortDateString());
writer.EndCell();
writer.StartCell();
writer.WriteNumber(data.SalePricePerUnit.ToString("C"));
writer.EndCell();
writer.StartCell();
writer.WriteNumber(data.SaleProceeds.ToString("C"));
writer.EndCell();
}
writer.EndTable();
}
if (calculator.ShortTerm.Count > 0)
{
decimal total = 0;
writer.WriteHeading("Short Term Capital Gains and Losses");
WriteHeaders(writer);
foreach (var data in calculator.ShortTerm)
{
if (data.DateSold.Year != this.year)
{
continue;
}
WriteCapitalGains(writer, data);
total += data.TotalGain;
}
WriteCapitalGainsTotal(writer, total);
writer.EndTable();
}
if (calculator.LongTerm.Count > 0)
{
decimal total = 0;
writer.WriteHeading("Long Term Capital Gains and Losses");
WriteHeaders(writer);
foreach (var data in calculator.LongTerm)
{
if (data.DateSold.Year != this.year)
{
continue;
}
WriteCapitalGains(writer, data);
total += data.TotalGain;
}
WriteCapitalGainsTotal(writer, total);
}
writer.EndTable();
}