private void View_JournalUpdated(object sender, JournalEntry e)
{
// Check if the Account No exists
using (var context = new FinPlannerEntities())
{
var account = context.Account.SingleOrDefault(
x => x.AccountNo == e.AccountNo && x.DocumentID == _cashflowDocumentID);
// If account is not found
if (account == null)
{
throw new CoreException(_exAccountNoNotFound);
}
context.Journal.Add(new Journal()
{
AccountID = account.AccountID,
Amount = e.Amount,
PostingDate = e.PostingDate,
Description = e.Description
});
context.SaveChanges();
}
}
private void View_BalanceSheetUpdated(object sender, AccountBalanceEntry e)
{
// Check if the Account No exists
using (var context = new FinPlannerEntities())
{
BalanceSheetCheck(context);
var account = context.Account.SingleOrDefault(
x => x.AccountNo == e.AccountNo && x.DocumentID == _balanceSheetDocumentID);
// If account is not found
if (account == null)
{
throw new CoreException(_exAccountNoNotFound);
}
var month = DateTime.Now.Month;
var year = DateTime.Now.Year;
// Look for the exisiting account record this month
var balance = context.Balance.SingleOrDefault(
x => x.AccountID == account.AccountID &&
x.PostingDate.Year == year && x.PostingDate.Month == month);
// Update the existing record
balance.Amount = e.Amount;
context.SaveChanges();
}
}
private void View_BalanceSheetRequested(object sender, DateTime e)
{
using (var context = new FinPlannerEntities())
{
BalanceSheetCheck(context);
// Re-calculate totals
context.uspCalculateBalanceSheetTotals(e);
// Project each row in the view into a BalanceSheetEntry
var sheet = context.vBalanceSheet
.Where(x => x.PostingDate.Value.Year == e.Year && x.PostingDate.Value.Month == e.Month)
.Select(x =>
new AccountBalanceEntry()
{
AccountNo = x.AccountNo,
AccountName = x.AccountName,
Amount = x.Amount,
Level = x.Level
}
).ToList();
// Show the list on UI
View.ShowBalanceSheet(sheet);
}
}
private void View_JournalRequested(object sender, DateTime e)
{
using (var context = new FinPlannerEntities())
{
var month = e.Month;
var year = e.Year;
// Project each row in the view into a JournalEntry
var entries = context.vJournal
.Where(y => y.PostingDate.Year == year && y.PostingDate.Month == month)
.Select(x =>
new JournalEntry()
{
PostingDate = x.PostingDate,
AccountNo = x.AccountNo,
AccountName = x.AccountName,
Amount = x.Amount,
Description = x.Description
}
).ToList();
// Display the journal on UI
View.ShowJournal(entries);
}
}
private void View_CashflowRequested(object sender, DateTime e)
{
// Check if the previous month is closed
using (var context = new FinPlannerEntities())
{
// Get a cashflow account
var accountEx = context.Account.Where(x => x.DocumentID == _cashflowDocumentID).FirstOrDefault();
// Check if the account does not exist
if (accountEx == null)
{
throw new CoreException(_noCashflowAccountFound);
}
// Get the last balance record for this cashflow account
var balance = context.Balance.Where(x => x.AccountID == accountEx.AccountID).OrderByDescending(x => x.BalanceID).FirstOrDefault();
// Check if the balance record is not found
if (balance == null)
{
throw new CoreException(_noCashflowRecordsFound);
}
// Sum up the journal entries into the Cashflow statement
context.uspTransferJournalIntoCashflow(e);
// Calculate the cashflow totals
context.uspCalculateCashflowTotals(e);
// Project each row in the view into a BalanceSheetEntry
var sheet = context.vCashflow
.Where(x => x.PostingDate.Value.Year == e.Year && x.PostingDate.Value.Month == e.Month)
.Select(x =>
new AccountBalanceEntry()
{
AccountNo = x.AccountNo,
AccountName = x.AccountName,
Amount = x.Amount,
Budget = x.Budget,
Level = x.Level
}
).ToList();
// Show the list on UI
View.ShowCashflow(sheet);
}
}
private void View_MonthEndClosingRequested(object sender, EventArgs e)
{
// Check if the previous month has been already closed
using (var context = new FinPlannerEntities())
{
// Get a balance sheet account
var bsAccount = context.Account.Where(x => x.DocumentID == _balanceSheetDocumentID).FirstOrDefault();
// Check if the account does not exist
if (bsAccount == null)
{
throw new CoreException(_noBalanceSheetAccountFound);
}
// Get a cashflow account
var csAccount = context.Account.Where(x => x.DocumentID == _cashflowDocumentID).FirstOrDefault();
// Check if the account does not exist
if (csAccount == null)
{
throw new CoreException(_noCashflowAccountFound);
}
// Get the last balance records for the both accounts
var bsBalance = context.Balance.Where(x => x.AccountID == bsAccount.AccountID).OrderByDescending(x => x.BalanceID).FirstOrDefault();
var csBalance = context.Balance.Where(x => x.AccountID == csAccount.AccountID).OrderByDescending(x => x.BalanceID).FirstOrDefault();
var month = DateTime.Now.Month;
var year = DateTime.Now.Year;
// Check if the records are found
if (bsBalance != null && csBalance != null)
{
// Check if the found record has the same month and date
if (bsBalance.PostingDate.Month == month && bsBalance.PostingDate.Year == year &&
csBalance.PostingDate.Month == month && csBalance.PostingDate.Year == year)
{
throw new CoreException(_exMonthAlreadyClosed);
}
}
// Call the closing procedure
var previousMonth = DateTime.Now.AddMonths(-1);
context.uspCloseFinancialMonth(previousMonth);
}
}
private void View_NewGoalsRequested(object sender, EventArgs e)
{
using (var context = new FinPlannerEntities())
{
// Project each row in the view into a GoalEntry
var goals = context.Goal.Select(x =>
new GoalEntry()
{
GoalName = x.GoalName,
GoalID = x.GoalID
}
).ToList();
// Suggest goals to user
View.SuggestGoals(goals);
}
}
private void View_GoalListRequested(object sender, EventArgs e)
{
using (var context = new FinPlannerEntities())
{
// Project each row in the view into a GoalEntry
var goals = context.vGoals.Select(x =>
new GoalEntry()
{
GoalNo = x.GoalNo,
GoalName = x.GoalName,
Due = x.Due
}
).ToList();
// Display goals on UI
View.ShowGoalList(goals);
}
}
private void View_BudgetUpdated(object sender, AccountBalanceEntry e)
{
// Check if the Account No exists
using (var context = new FinPlannerEntities())
{
var account = context.Account.SingleOrDefault(
x => x.AccountNo == e.AccountNo && x.DocumentID == _cashflowDocumentID);
// If account is not found
if (account == null)
{
throw new CoreException(_exAccountNoNotFound);
}
var month = DateTime.Now.Month;
var year = DateTime.Now.Year;
// Look for the exisiting account record in this month
var budget = context.Budget.SingleOrDefault(
x => x.AccountID == account.AccountID &&
x.PostingDate.Year == year && x.PostingDate.Month == month);
// if the record is found
if (budget != null)
{
// Update the existing record
budget.Amount = e.Amount;
}
else
{
// Add a new budget record as of the first day of the month
context.Budget.Add(new Budget()
{
AccountID = account.AccountID,
Amount = e.Amount,
PostingDate = new DateTime(DateTime.Now.Year, DateTime.Now.Month, 1)
});
}
context.SaveChanges();
}
}
private static void BalanceSheetCheck(FinPlannerEntities context)
{
// Get a balance sheet account
var accountEx = context.Account.Where(x => x.DocumentID == _balanceSheetDocumentID).FirstOrDefault();
// Check if the account does not exist
if (accountEx == null)
{
throw new CoreException(_noBalanceSheetAccountFound);
}
// Get the last balance record for this balance sheet account
var balance = context.Balance.Where(x => x.AccountID == accountEx.AccountID).OrderByDescending(x => x.BalanceID).FirstOrDefault();
// Check if the balance record is not found
if (balance == null)
{
throw new CoreException(_noBalanceSheetRecordsFound);
}
}
private void View_NewGoalsSelected(object sender, List <GoalEntry> e)
{
using (var context = new FinPlannerEntities())
{
// Truncate the GoalSet table
context.Database.ExecuteSqlCommand(_truncateGoalSetSQL);
foreach (var entry in e)
{
context.GoalSet.Add(new GoalSet()
{
Description = entry.GoalName,
StartDate = DateTime.Now,
EndDate = entry.Due,
GoalID = entry.GoalID,
Order = entry.GoalNo
});
}
// Save changes to database
context.SaveChanges();
}
}
