Table of Contents

Class BalanceAnalysis

Namespace
PHCBusinessLayer
Assembly
PHCBusinessLayer.dll

Class that represents the analysis configuration

public class BalanceAnalysis
Inheritance
BalanceAnalysis

Properties

calculationCadence

Sets the cadence for the calculations. Can be monthly, biannual or custom. See CalculationCadence

public CalculationCadence calculationCadence { get; set; }

Property Value

CalculationCadence

Examples

If monthly, the query will return N months with X values starting from the reference date

calculationType

Property that defines the calculation type of the analysis. Can be by issue date, due date or specific date. Basically, the query will look for the movements by the chosen calculation type

public CalculationType calculationType { get; set; }

Property Value

CalculationType

customCadenceList

List of custom cadences that are created by the user. See CustomCadence

public List<CustomCadence> customCadenceList { get; set; }

Property Value

List<CustomCadence>

entity

Entity for which the analysis will be executed. For now, it can be Cc (Customers) or Fc (Suppliers)

public string entity { get; set; }

Property Value

string

entityFilters

Custom filters that the user can create to narrow the values returned by the query

public QueryVO entityFilters { get; set; }

Property Value

QueryVO

entityStamp

Holds the selected entity identifier

public string entityStamp { get; set; }

Property Value

string

Examples

If the user chooses the famous Albertino this property stores the Albertino's stamp

exchangeRateAtDate

If true, instead of calculating the exchange by the current date, the analysis looks for the exchange values at the movement date

public bool exchangeRateAtDate { get; set; }

Property Value

bool

groupBy

Group by field chosen by the user. See BalanceGroupBy

public BalanceGroupBy groupBy { get; set; }

Property Value

BalanceGroupBy

ignoreUncollectibleValues

If true, we don't subtract uncollectible values from the balance value

public bool ignoreUncollectibleValues { get; set; }

Property Value

bool

referenceDate

This property defines the initial date of the analysis. Only movements that occurred before this date are going to be part of the analysis

public DateTime referenceDate { get; set; }

Property Value

DateTime

shouldDeduceIRS

If true, the IRS value is subtracted from the movement

public bool shouldDeduceIRS { get; set; }

Property Value

bool

shouldShowGraphic

If true, the graph will appear and the calculations to get the graph values are going to be made

public bool shouldShowGraphic { get; set; }

Property Value

bool

untilDate

If the calculation type is by specific date, this field determines the "end date" of the query. Which means that it creates an interval between the referenceDate and itself. As we're always looking for values that are in the past its value should always be lower than the reference date

public DateTime untilDate { get; set; }

Property Value

DateTime