示例#1
0
        public async Task <IActionResult> Index(Upload upload)
        {
            if (upload.ReportingPeriodId == null)
            {
                return(NotFound());
            }
            MLFSReportingPeriod period = await _periodData.GetPeriodById((int)upload.ReportingPeriodId);

            if (period == null)
            {
                return(NotFound());
            }
            upload.ReportingPeriod   = period;
            upload.ReportingPeriodId = period.Id;
            if (upload.Files == null || upload.Files.Count != 4)
            {
                return(NotFound());
            }
            List <MLFSAdvisor> advisors = await _advisorData.GetAdvisors();

            string response = await upload.CreateEntities(advisors);

            if (response != "Success")
            {
                return(NotFound());
            }
            await _salesData.InsertList(upload.Sales);

            await _incomeData.InsertList(upload.Income);

            List <MLFSDebtorAdjustment> adjs = MLFSSale.CheckForReceipts(upload.Sales, upload.Income);

            _adjustmentData.InsertList(adjs);
            ViewBag.Result = "Uploaded Successfully";
            return(RedirectToAction("Index"));
        }
示例#2
0
 // GET: MLFSAdvisors
 public async Task <IActionResult> Index()
 {
     return(View(await _advisorData.GetAdvisors()));
 }
        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)));
        }