Merge branch 'master' of https://github.com/alexpung/CapitalGainTaxCa…

…lculator
alexpung · Jan 31, 2024 · 5cd471d · 5cd471d
2 parents 280c086 + 41e1892
commit 5cd471d
Show file tree

Hide file tree

Showing 7 changed files with 58 additions and 76 deletions.
diff --git a/BlazorApp-Investment Tax Calculator/Components/DividendTable.razor b/BlazorApp-Investment Tax Calculator/Components/DividendTable.razor
@@ -5,8 +5,10 @@
 @using Syncfusion.Blazor.Grids
 @using Enumerations
 @using System.Globalization
+@using Services
 
 @inject IDividendLists _dividendList
+@inject SfGridToolBarHandlingService _toolbarHandlingService
 
 <div class="bg-dark text-light">
     <div class="row my-4">
@@ -18,7 +20,7 @@
     <div class="row mt-3 me-3">
         <div class="col">
             <SfGrid ID="ImportedDividendGrid" @ref="importedDividendGrid" DataSource="@DividendViewModels"
-                    AllowPaging="true" AllowSorting="true" AllowPdfExport="true" AllowExcelExport="true" AllowResizing="true" AllowFiltering=true
+                    AllowPaging="true" AllowSorting="true" AllowPdfExport="true" AllowExcelExport="true" AllowResizing="true" AllowFiltering=true AllowTextWrap="true"
                     Toolbar="@(new List<string>() { "PdfExport", "ExcelExport", "Print"})">
                 <GridFilterSettings Type="Syncfusion.Blazor.Grids.FilterType.Excel"></GridFilterSettings>
                 <GridPageSettings PageSizes=@(new List<int>() {25, 50, 100}) PageSize="25"></GridPageSettings>
@@ -47,22 +49,7 @@
 
     public async Task ToolbarClickHandler(Syncfusion.Blazor.Navigations.ClickEventArgs args)
     {
-        if (args.Item.Id == "ImportedDividendGrid_pdfexport")  //Id is combination of Grid's ID and itemname
-        {
-            var pdfExportProperties = new PdfExportProperties()
-            {
-                PageOrientation = PageOrientation.Landscape,
-                PageSize = PdfPageSize.A4,
-                IncludeTemplateColumn = true
-            };
-            await importedDividendGrid.ExportToPdfAsync(pdfExportProperties);
-        }
-        if (args.Item.Id == "ImportedDividendGrid_excelexport")  //Id is combination of Grid's ID and itemname
-        {
-            ExcelExportProperties exportProperties = new ExcelExportProperties();
-            exportProperties.IncludeTemplateColumn = true;
-            await importedDividendGrid.ExportToExcelAsync(exportProperties);
-        }
+        _toolbarHandlingService.ToolbarClickHandler(args, importedDividendGrid);
     }
 }
 
diff --git a/BlazorApp-Investment Tax Calculator/Components/MatchingDetailTable.razor b/BlazorApp-Investment Tax Calculator/Components/MatchingDetailTable.razor
@@ -9,8 +9,10 @@
 @using Syncfusion.Blazor.SplitButtons
 @using Enumerations
 @using BlazorApp_Investment_Tax_Calculator.Components
+@using Services
 
 @inject TradeCalculationResult tradeCalculationResult
+@inject SfGridToolBarHandlingService _toolbarHandlingService
 
 <div class="bg-dark text-light">
     <div class="row my-4">
@@ -21,7 +23,7 @@
     <div class="row me-3">
         <div class="col">
             <SfGrid ID="TradeMatchesGrid" @ref="tradeMatchesGrid" DataSource="@_tradeMatches"
-                    AllowPaging="true" AllowSorting="true" AllowPdfExport="true" AllowExcelExport="true" AllowResizing="true" AllowFiltering="true"
+                    AllowPaging="true" AllowSorting="true" AllowPdfExport="true" AllowExcelExport="true" AllowResizing="true" AllowFiltering="true" AllowTextWrap="true"
                     Toolbar="@(new List<string>() { "PdfExport", "ExcelExport", "Print" })">
                 <GridFilterSettings Type="Syncfusion.Blazor.Grids.FilterType.Excel"></GridFilterSettings>
                 <GridPageSettings PageSizes=@(new List<int>() {25, 50, 100}) PageSize="25"></GridPageSettings>
@@ -33,10 +35,12 @@
                     <GridColumn Field=@nameof(TradeMatchViewModel.MatchType) HeaderText="Match Type"></GridColumn>
                     <GridColumn Field=@nameof(TradeMatchViewModel.AcquistionTradeId) HeaderText="Acquisition trade ID"></GridColumn>
                     <GridColumn Field=@nameof(TradeMatchViewModel.DisposalTradeId) HeaderText="Disposal trade ID"></GridColumn>
-                    <GridColumn Field=@nameof(TradeMatchViewModel.MatchDisposalQty) HeaderText="Matched disposal Quantity" Format="F2"></GridColumn>
+                    <GridColumn Field=@nameof(TradeMatchViewModel.MatchAcquisitionQty) HeaderText="Matched Acquisition Quantity"></GridColumn>
+                    <GridColumn Field=@nameof(TradeMatchViewModel.MatchDisposalQty) HeaderText="Matched Disposal Quantity"></GridColumn>
                     <GridColumn Field=@nameof(TradeMatchViewModel.DisposalProceed) HeaderText="Disposal Proceed"></GridColumn>
                     <GridColumn Field=@nameof(TradeMatchViewModel.AllowableCost) HeaderText="Allowable Cost"></GridColumn>
                     <GridColumn Field=@nameof(TradeMatchViewModel.Gain) HeaderText="Gain"></GridColumn>
+                    <GridColumn Field=@nameof(TradeMatchViewModel.AdditionalInformation) HeaderText="Additional Information"></GridColumn>
                 </GridColumns>
             </SfGrid>
         </div>
@@ -56,22 +60,7 @@
 
     public async Task ToolbarClickHandler(Syncfusion.Blazor.Navigations.ClickEventArgs args)
     {
-        if (args.Item.Id == "TradeMatchesGrid_pdfexport")  //Id is combination of Grid's ID and itemname
-        {
-            var pdfExportProperties = new PdfExportProperties()
-                {
-                    PageOrientation = PageOrientation.Landscape,
-                    PageSize = PdfPageSize.A4,
-                    IncludeTemplateColumn = true
-                };
-            await tradeMatchesGrid.ExportToPdfAsync(pdfExportProperties);
-        }
-        if (args.Item.Id == "TradeMatchesGrid_excelexport")  //Id is combination of Grid's ID and itemname
-        {
-            ExcelExportProperties exportProperties = new ExcelExportProperties();
-            exportProperties.IncludeTemplateColumn = true;
-            await tradeMatchesGrid.ExportToExcelAsync(exportProperties);
-        }
+        _toolbarHandlingService.ToolbarClickHandler(args, tradeMatchesGrid);
     }
 }
 

diff --git a/BlazorApp-Investment Tax Calculator/Components/Section104HistoryTable.razor b/BlazorApp-Investment Tax Calculator/Components/Section104HistoryTable.razor
@@ -8,8 +8,10 @@
 @using Syncfusion.Blazor.SplitButtons
 @using Enumerations
 @using BlazorApp_Investment_Tax_Calculator.Components
+@using Services
 
 @inject UkSection104Pools section104Pools
+@inject SfGridToolBarHandlingService _toolbarHandlingService
 
 <div class="bg-dark text-light">
     <div class="row my-4">
@@ -20,20 +22,20 @@
     <div class="row me-3">
         <div class="col">
             <SfGrid ID="Section104HistoryGrid" @ref="section104HistoryGrid" DataSource="@_section104HistoryViewModels"
-                    AllowPaging="true" AllowSorting="true" AllowPdfExport="true" AllowExcelExport="true" AllowResizing="true" AllowFiltering="true"
+                    AllowPaging="true" AllowSorting="true" AllowPdfExport="true" AllowExcelExport="true" AllowResizing="true" AllowFiltering="true" AllowTextWrap="true"
                     Toolbar="@(new List<string>() { "PdfExport", "ExcelExport", "Print" })">
                 <GridFilterSettings Type="Syncfusion.Blazor.Grids.FilterType.Excel"></GridFilterSettings>
                 <GridPageSettings PageSizes=@(new List<int>() {25, 50, 100}) PageSize="25"></GridPageSettings>
                 <GridEvents OnToolbarClick="ToolbarClickHandler" TValue="Section104HistoryViewModel?"></GridEvents>
                 <GridColumns>
                     <GridColumn Field=@nameof(Section104HistoryViewModel.AssetName) HeaderText="Asset Name"></GridColumn>
                     <GridColumn Field=@nameof(Section104HistoryViewModel.TradeId) HeaderText="Trade ID"></GridColumn>
-                    <GridColumn Field=@nameof(Section104HistoryViewModel.Date) HeaderText="Date"></GridColumn>
+                    <GridColumn Field=@nameof(Section104HistoryViewModel.Date) HeaderText="Date" Format="d"></GridColumn>
                     <GridColumn Field=@nameof(Section104HistoryViewModel.OldQuantity) HeaderText="Old Quantity"></GridColumn>
                     <GridColumn Field=@nameof(Section104HistoryViewModel.QuantityChange) HeaderText="Quantity Change"></GridColumn>
-                    <GridColumn Field=@nameof(Section104HistoryViewModel.NewQuantity) HeaderText="New quantity"></GridColumn>
-                    <GridColumn Field=@nameof(Section104HistoryViewModel.OldValue) HeaderText="Old value"></GridColumn>
-                    <GridColumn Field=@nameof(Section104HistoryViewModel.ValueChange) HeaderText="Value change"></GridColumn>
+                    <GridColumn Field=@nameof(Section104HistoryViewModel.NewQuantity) HeaderText="New Quantity"></GridColumn>
+                    <GridColumn Field=@nameof(Section104HistoryViewModel.OldValue) HeaderText="Old Value"></GridColumn>
+                    <GridColumn Field=@nameof(Section104HistoryViewModel.ValueChange) HeaderText="Value Change"></GridColumn>
                     <GridColumn Field=@nameof(Section104HistoryViewModel.NewValue) HeaderText="New Value"></GridColumn>
                     <GridColumn Field=@nameof(Section104HistoryViewModel.OldContractValue) HeaderText="Old Contract Value"></GridColumn>
                     <GridColumn Field=@nameof(Section104HistoryViewModel.ContractValueChange) HeaderText="Contract Value Change"></GridColumn>
@@ -52,22 +54,7 @@
 
     public async Task ToolbarClickHandler(Syncfusion.Blazor.Navigations.ClickEventArgs args)
     {
-        if (args.Item.Id == "Section104HistoryGrid_pdfexport")  //Id is combination of Grid's ID and itemname
-        {
-            var pdfExportProperties = new PdfExportProperties()
-                {
-                    PageOrientation = PageOrientation.Landscape,
-                    PageSize = PdfPageSize.A4,
-                    IncludeTemplateColumn = true
-                };
-            await section104HistoryGrid.ExportToPdfAsync(pdfExportProperties);
-        }
-        if (args.Item.Id == "Section104HistoryGrid_excelexport")  //Id is combination of Grid's ID and itemname
-        {
-            ExcelExportProperties exportProperties = new ExcelExportProperties();
-            exportProperties.IncludeTemplateColumn = true;
-            await section104HistoryGrid.ExportToExcelAsync(exportProperties);
-        }
+        _toolbarHandlingService.ToolbarClickHandler(args, section104HistoryGrid);
     }
 }
 

diff --git a/BlazorApp-Investment Tax Calculator/Components/TaxCalculationTable.razor b/BlazorApp-Investment Tax Calculator/Components/TaxCalculationTable.razor
@@ -7,8 +7,10 @@
 @using Model.UkTaxModel.Stocks
 @using Enumerations
 @using BlazorApp_Investment_Tax_Calculator.Components
+@using Services
 
 @inject TradeCalculationResult tradeCalculationResult
+@inject SfGridToolBarHandlingService _toolbarHandlingService
 
 <div class="bg-dark text-light">
     <div class="row my-4">
@@ -19,7 +21,7 @@
     <div class="row me-3">
         <div class="col">
             <SfGrid ID="DisposalCalculationGrid" @ref="disposalCalculationGrid" DataSource="@_trades"
-                    AllowPaging="true" AllowSorting="true" AllowPdfExport="true" AllowExcelExport="true" AllowResizing="true" AllowFiltering="true"
+                    AllowPaging="true" AllowSorting="true" AllowPdfExport="true" AllowExcelExport="true" AllowResizing="true" AllowFiltering="true" AllowTextWrap="true"
                     Toolbar="@(new List<string>() { "PdfExport", "ExcelExport", "Print" })">
                 <GridFilterSettings Type="Syncfusion.Blazor.Grids.FilterType.Excel"></GridFilterSettings>
                 <GridPageSettings PageSizes=@(new List<int>() {25, 50, 100}) PageSize="25"></GridPageSettings>
@@ -36,15 +38,15 @@
                             <GridColumn Field=@nameof(TradeTaxCalculationViewModel.SameDayMatchQty) HeaderText="Same day"></GridColumn>
                             <GridColumn Field=@nameof(TradeTaxCalculationViewModel.BedAndBreakfastMatchQty) HeaderText="Bed and Breakfast"></GridColumn>
                             <GridColumn Field=@nameof(TradeTaxCalculationViewModel.Section104MatchQty) HeaderText="Section 104"></GridColumn>
-                            <GridColumn Field=@nameof(TradeTaxCalculationViewModel.CoveredShortMatchQty) HeaderText="Cover short sale"></GridColumn>
-                            <GridColumn Field=@nameof(TradeTaxCalculationViewModel.UnmatchedQty) HeaderText="Unmatched shares"></GridColumn>
+                            <GridColumn Field=@nameof(TradeTaxCalculationViewModel.CoveredShortMatchQty) HeaderText="Cover Short Sale"></GridColumn>
+                            <GridColumn Field=@nameof(TradeTaxCalculationViewModel.UnmatchedQty) HeaderText="Unmatched Shares"></GridColumn>
                         </GridColumns>
                     </GridColumn>
                     <GridColumn HeaderText="Calculation Result">
                         <GridColumns>
                             <GridColumn Field=@nameof(TradeTaxCalculationViewModel.TotalProceed) HeaderText="Total Proceeeds"></GridColumn>
                             <GridColumn Field=@nameof(TradeTaxCalculationViewModel.TotalAllowableCost) HeaderText="Allowable Cost"></GridColumn>
-                            <GridColumn Field=@nameof(TradeTaxCalculationViewModel.ContractValue) HeaderText="Contract value (Future only)"></GridColumn>
+                            <GridColumn Field=@nameof(TradeTaxCalculationViewModel.ContractValue) HeaderText="Contract Value (Future only)"></GridColumn>
                             <GridColumn Field=@nameof(TradeTaxCalculationViewModel.Gain) HeaderText="Gain (Loss)"></GridColumn>
                         </GridColumns>
                     </GridColumn>
@@ -62,21 +64,6 @@
 
     public async Task ToolbarClickHandler(Syncfusion.Blazor.Navigations.ClickEventArgs args)
     {
-        if (args.Item.Id == "DisposalCalculationGrid_pdfexport")  //Id is combination of Grid's ID and itemname
-        {
-            var pdfExportProperties = new PdfExportProperties()
-            {
-                PageOrientation = PageOrientation.Landscape,
-                PageSize = PdfPageSize.A4,
-                IncludeTemplateColumn = true
-            };
-            await disposalCalculationGrid.ExportToPdfAsync(pdfExportProperties);
-        }
-        if (args.Item.Id == "DisposalCalculationGrid_excelexport")  //Id is combination of Grid's ID and itemname
-        {
-            ExcelExportProperties exportProperties = new ExcelExportProperties();
-            exportProperties.IncludeTemplateColumn = true;
-            await disposalCalculationGrid.ExportToExcelAsync(exportProperties);
-        }
+        _toolbarHandlingService.ToolbarClickHandler(args, disposalCalculationGrid);
     }
 }
diff --git a/BlazorApp-Investment Tax Calculator/Program.cs b/BlazorApp-Investment Tax Calculator/Program.cs
@@ -19,10 +19,12 @@
 var builder = WebAssemblyHostBuilder.CreateDefault(args);
 builder.RootComponents.Add<App>("#app");
 builder.RootComponents.Add<HeadOutlet>("head::after");
+// app services
 builder.Services.AddSingleton<DividendExportService>();
 builder.Services.AddSingleton<FileParseController>();
 builder.Services.AddSingleton<YearOptions>();
 builder.Services.AddSingleton<ToastService>();
+builder.Services.AddSingleton<SfGridToolBarHandlingService>();
 
 // UK tax specific components - replace if you want to calculate some other countries.
 builder.Services.AddSingleton<UkCalculationResultExportService>();

diff --git a/BlazorApp-Investment Tax Calculator/Services/SfGridToolBarHandlingService.cs b/BlazorApp-Investment Tax Calculator/Services/SfGridToolBarHandlingService.cs
@@ -0,0 +1,28 @@
+using Syncfusion.Blazor.Grids;
+
+namespace Services;
+
+public class SfGridToolBarHandlingService
+{
+    public async Task ToolbarClickHandler<T>(Syncfusion.Blazor.Navigations.ClickEventArgs args, SfGrid<T> table)
+    {
+        if (args.Item.Id.EndsWith("pdfexport"))
+        {
+            var pdfExportProperties = new PdfExportProperties()
+            {
+                PageOrientation = PageOrientation.Landscape,
+                PageSize = PdfPageSize.A4,
+                IncludeTemplateColumn = true
+            };
+            await table.ExportToPdfAsync(pdfExportProperties);
+        }
+        if (args.Item.Id.EndsWith("excelexport"))
+        {
+            ExcelExportProperties exportProperties = new()
+            {
+                IncludeTemplateColumn = true
+            };
+            await table.ExportToExcelAsync(exportProperties);
+        }
+    }
+}
diff --git a/BlazorApp-Investment Tax Calculator/ViewModel/TradeMatchViewModel.cs b/BlazorApp-Investment Tax Calculator/ViewModel/TradeMatchViewModel.cs
@@ -12,9 +12,11 @@ public record TradeMatchViewModel(TradeMatch TradeMatch)
     public string MatchType { get; } = TradeMatch.TradeMatchType.GetDescription();
     public int? AcquistionTradeId { get; } = TradeMatch.MatchedBuyTrade?.Id;
     public int? DisposalTradeId { get; } = TradeMatch.MatchedSellTrade?.Id;
+    public decimal MatchAcquisitionQty { get; } = TradeMatch.MatchAcquisitionQty;
     public decimal MatchDisposalQty { get; } = TradeMatch.MatchDisposalQty;
     public decimal DisposalProceed { get; } = TradeMatch.BaseCurrencyMatchDisposalProceed.Amount;
     public decimal AllowableCost { get; } = TradeMatch.BaseCurrencyMatchAllowableCost.Amount;
     public decimal Gain { get; } = TradeMatch.MatchGain.Amount;
+    public string AdditionalInformation { get; } = TradeMatch.AdditionalInformation;
 
 }