public async Task <IActionResult> Run(
[HttpTrigger(AuthorizationLevel.Function, "get", "post", Route = null)] HttpRequest request,
ILogger log)
{
Guid organisationId = Guid.Parse(request.Query["organisationId"]);
Guid commissionStatementId = Guid.Parse(request.Query["commissionStatementId"]);
Guid commissionStatementTemplateId = Guid.Parse(request.Query["commissionStatementTemplateId"]);
var scope = new ScopeOptions(organisationId, Guid.Empty, Guid.Empty, Scope.Organisation);
var statement = await CommissionStatementService.GetCommissionStatement(scope, commissionStatementId);
if (statement == null)
{
return(new NotFoundObjectResult(commissionStatementId));
}
var path = new CommissionStatementPath(scope.OrganisationId, commissionStatementId);
var files = await FileStorageService.GetFilesAsync(path);
if (!files.Any())
{
return(Utils.GetBadRequestObject("Reimport failed as there are no existing statement files.", commissionStatementId.ToString()));
}
var queryOptions = new CommissionStatementTemplateQueryOptions("", "", 0, 0);
queryOptions.CompanyId.Add(statement.CompanyId.Value);
queryOptions.Date = statement.Date;
var templates = (await CommissionStatementTemplateService.GetTemplates(queryOptions)).Items;
if (!templates.Any(t => t.Id == commissionStatementTemplateId))
{
return(Utils.GetBadRequestObject("Reimport failed as the commissionStatementTemplateId is not valid.", commissionStatementTemplateId.ToString()));
}
var template = await CommissionStatementTemplateService.GetTemplate(commissionStatementTemplateId);
await CommissionStatementService.DeleteCommissions(scope, commissionStatementId);
var result = new ImportResult();
foreach (var fileInfo in files)
{
using (var stream = new MemoryStream())
{
await FileStorageService.GetFile(fileInfo.Url, stream);
var vatRate = await DirectoryLookupService.GetVATRate(statement.Date ?? DateTime.Now);
var reader = new CommissionImportReader(template.Config, vatRate);
var items = reader.Read(stream);
result = await CommissionImportService.ImportCommissions(scope, commissionStatementId, items);
}
}
return(new OkObjectResult(result));
}
public async Task <IActionResult> Import(Guid commissionStatementId, [FromQuery] Guid commissionStatementTemplateId, [FromQuery] Guid?userId)
{
var scope = AuthenticationService.GetScope(User);
var file = Request.Form.Files.FirstOrDefault();
if (file == null)
{
return(BadRequest());
}
var statement = await CommissionStatementService.GetCommissionStatement(scope, commissionStatementId);
var template = await CommissionStatementTemplateService.GetTemplate(commissionStatementTemplateId);
string brokerFullName = null;
if (template.BrokerSpecific)
{
if (!userId.HasValue)
{
return(this.BadRequestMessage("UserId required for broker specific templates."));
}
var user = await UserService.GetUser(scope, userId.Value);
if (user == null)
{
return(this.BadRequestMessage("Invalid UserId."));
}
brokerFullName = $"{user.FirstName} {user.LastName}";
}
var config = template.Config;
var result = new ImportResult();
using (var stream = file.OpenReadStream())
{
var vatRate = await DirectoryLookupService.GetVATRate(statement.Date ?? DateTime.Now);
var reader = new CommissionImportReader(config, vatRate, brokerFullName);
var items = reader.Read(stream);
result = await CommissionImportService.ImportCommissions(scope, commissionStatementId, items);
}
if (result.UnknownCommissionTypeValues.Any())
{
using (var stream = file.OpenReadStream())
{
var attachment = GetEmailAttachment(file, stream);
await SendUnkownCommissionTypesEmail(result, scope, commissionStatementId, template, attachment);
}
}
if (!result.Results.Any(r => r.Success))
{
using (var stream = file.OpenReadStream())
{
var attachment = GetEmailAttachment(file, stream);
await SendZeroEntriesEmail(scope, commissionStatementId, template, attachment);
}
}
if (result.Results.Any())
{
using (var stream = file.OpenReadStream())
{
var path = new CommissionStatementFilePath(scope.OrganisationId, commissionStatementId, file.FileName);
await FileStorageService.AddFileAsync(path, stream);
}
}
return(Ok(result));
}
public async Task <IActionResult> Reimport(Guid commissionStatementId, [FromQuery] Guid commissionStatementTemplateId, [FromQuery] Guid?userId)
{
var scope = AuthenticationService.GetScope(User);
var statement = await CommissionStatementService.GetCommissionStatement(scope, commissionStatementId);
if (statement == null)
{
return(NotFound());
}
var path = new CommissionStatementDirectoryPath(scope.OrganisationId, commissionStatementId);
var fileInfoList = await FileStorageService.GetFileInfoListAsync(path);
if (!fileInfoList.Any())
{
return(this.BadRequestMessage("Reimport failed as there are no existing statement files."));
}
var queryOptions = new CommissionStatementTemplateQueryOptions("", "", 0, 0);
queryOptions.CompanyId.Add(statement.CompanyId.Value);
queryOptions.Date = statement.Date;
var templates = (await CommissionStatementTemplateService.GetTemplates(queryOptions)).Items;
if (!templates.Any(t => t.Id == commissionStatementTemplateId))
{
return(this.BadRequestMessage("Reimport failed as the commissionStatementTemplateId is not valid."));
}
var template = await CommissionStatementTemplateService.GetTemplate(commissionStatementTemplateId);
string brokerFullName = null;
if (template.BrokerSpecific)
{
if (!userId.HasValue)
{
return(this.BadRequestMessage("UserId required for broker specific templates."));
}
var user = await UserService.GetUser(scope, userId.Value);
if (user == null)
{
return(this.BadRequestMessage("Invalid UserId."));
}
brokerFullName = $"{user.FirstName} {user.LastName}";
}
await CommissionStatementService.DeleteCommissions(scope, commissionStatementId);
var result = new ImportResult();
foreach (var fileInfo in fileInfoList)
{
using (var stream = new MemoryStream())
{
await FileStorageService.GetFile(fileInfo.Url, stream);
var vatRate = await DirectoryLookupService.GetVATRate(statement.Date ?? DateTime.Now);
var reader = new CommissionImportReader(template.Config, vatRate, brokerFullName);
var items = reader.Read(stream);
result = await CommissionImportService.ImportCommissions(scope, commissionStatementId, items);
if (result.UnknownCommissionTypeValues.Any())
{
stream.Position = 0;
using (var copy = new MemoryStream())
{
await stream.CopyToAsync(copy);
copy.Position = 0;
var attachment = GetEmailAttachmentFromCloud(fileInfo, copy);
await SendUnkownCommissionTypesEmail(result, scope, commissionStatementId, template, attachment);
}
}
if (!result.Results.Any(r => r.Success))
{
stream.Position = 0;
using (var copy = new MemoryStream())
{
await stream.CopyToAsync(copy);
copy.Position = 0;
var attachment = GetEmailAttachmentFromCloud(fileInfo, copy);
await SendZeroEntriesEmail(scope, commissionStatementId, template, attachment);
}
}
}
}
return(Ok(result));
}
public async Task ImportCommission_NoMapping_SetCommisionType()
{
var options = TestHelper.GetDbContext("ImportCommission_SetCommisionType");
var user1 = TestHelper.InsertUserDetailed(options);
var statement = TestHelper.InsertCommissionStatement(options, user1.Organisation);
var commissionType = new CommissionTypeEntity
{
Id = Guid.NewGuid(),
Code = "gap_cover"
};
using (var context = new DataContext(options))
{
context.CommissionType.Add(commissionType);
context.SaveChanges();
var auditService = new AuditServiceMock();
var statementService = new CommissionStatementService(context, null, auditService);
var lookupService = new DirectoryLookupService(context);
var commissionLookupService = new CommissionLookupService(context);
var commissionSplitService = new CommissionSplitService(context, auditService);
var commissionSplitRulePolicyService = new CommissionSplitRulePolicyService(context, commissionSplitService, auditService);
var policyService = new PolicyService(context, auditService);
var bulkActions = new Mock <IBulkActions>(MockBehavior.Strict);
var insertedErrors = new List <CommissionErrorEntity>();
bulkActions.Setup(c => c.BulkInsertCommissionErrorsAsync(It.IsAny <DataContext>(), It.IsAny <IList <CommissionErrorEntity> >()))
.Callback((DataContext c, IList <CommissionErrorEntity> l) => insertedErrors = l.ToList())
.Returns(Task.CompletedTask);
var service = new CommissionImportService(
context,
bulkActions.Object,
statementService,
policyService,
lookupService,
commissionLookupService,
commissionSplitService,
commissionSplitRulePolicyService,
auditService);
//When
var import1 = new ImportCommission
{
PolicyNumber = "123 456", // has spaces, should be removed
CommissionTypeCode = "gap_cover", //existing cover
AmountIncludingVAT = "100",
VAT = "14"
};
var scope = TestHelper.GetScopeOptions(user1);
var importResult = (await service.ImportCommissions(scope, statement.Id, new List <ImportCommission>()
{
import1
}));
var result = importResult.Results.Single();
//Then
Assert.True(result.Success);
Assert.Empty(result.ValidationFailures);
//Check error record
var actual = insertedErrors.Single();
Assert.Null(actual.ClientId);
Assert.Null(actual.PolicyId);
Assert.Equal(commissionType.Id, actual.CommissionTypeId);
Assert.Equal(statement.Id, actual.CommissionStatementId);
import1.PolicyNumber = import1.PolicyNumber.TrimWhiteSpace();
Assert.Equal(import1, actual.Data);
}
}
public async Task ImportCommission_InsertCommission_Split_Specific()
{
var options = TestHelper.GetDbContext("ImportCommission_InsertCommission_Split_Specific");
var user1 = TestHelper.InsertUserDetailed(options);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var user2 = TestHelper.InsertUserDetailed(options, user1.Organisation);
var user3 = TestHelper.InsertUserDetailed(options, user1.Organisation);
var company = TestHelper.InsertCompany(options);
var statement = TestHelper.InsertCommissionStatement(options, user1.Organisation, company.Id);
var commissionType = new CommissionTypeEntity
{
Id = Guid.NewGuid(),
Code = "gap_cover"
};
var policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client1.Client.Id,
UserId = user1.User.Id,
NumberAliases = new List <string>(),
};
var csr1 = new CommissionSplitRuleEntity
{
Id = Guid.NewGuid(),
UserId = user1.User.Id,
Name = "75/25 split",
IsDefault = true, //Default
Split = new List <CommissionSplit>()
{
new CommissionSplit()
{
UserId = user2.User.Id,
Percentage = 75
},
new CommissionSplit()
{
UserId = user3.User.Id,
Percentage = 25
}
}
};
var csr2 = new CommissionSplitRuleEntity
{
Id = Guid.NewGuid(),
UserId = user1.User.Id,
Name = "50/50 split",
IsDefault = false, //Not Default
Split = new List <CommissionSplit>()
{
new CommissionSplit()
{
UserId = user2.User.Id,
Percentage = 50
},
new CommissionSplit()
{
UserId = user3.User.Id,
Percentage = 50
}
}
};
var csrp1 = new CommissionSplitRulePolicyEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
CommissionSplitRuleId = csr2.Id
};
using (var context = new DataContext(options))
{
context.CommissionType.Add(commissionType);
context.Policy.Add(policy1);
context.CommissionSplitRule.Add(csr1);
context.CommissionSplitRule.Add(csr2);
context.CommissionSplitRulePolicy.Add(csrp1);
context.SaveChanges();
var auditService = new AuditServiceMock();
var statementService = new CommissionStatementService(context, null, auditService);
var lookupService = new DirectoryLookupService(context);
var commissionLookupService = new CommissionLookupService(context);
var policyService = new PolicyService(context, auditService);
var commissionSplitService = new CommissionSplitService(context, auditService);
var commissionSplitRulePolicyService = new CommissionSplitRulePolicyService(context, commissionSplitService, auditService);
var commissionService = new CommissionService(context, auditService);
var bulkActions = new Mock <IBulkActions>(MockBehavior.Strict);
var insertedCommissions = new List <CommissionEntity>();
bulkActions.Setup(c => c.BulkInsertCommissionsAsync(It.IsAny <DataContext>(), It.IsAny <IList <CommissionEntity> >()))
.Callback((DataContext c, IList <CommissionEntity> l) => insertedCommissions = l.ToList())
.Returns(Task.CompletedTask);
var service = new CommissionImportService(
context,
bulkActions.Object,
statementService,
policyService,
lookupService,
commissionLookupService,
commissionSplitService,
commissionSplitRulePolicyService,
auditService);
//When
var import1 = new ImportCommission
{
PolicyNumber = policy1.Number,
CommissionTypeCode = commissionType.Code,
AmountIncludingVAT = "120",
VAT = "12"
};
var scope = TestHelper.GetScopeOptions(user1);
var importResult = (await service.ImportCommissions(scope, statement.Id, new List <ImportCommission>()
{
import1
}));
var result = importResult.Results.Single();
//Then
Assert.True(result.Success);
Assert.Equal(2, insertedCommissions.Count);
var actual = insertedCommissions[0];
Assert.Equal(policy1.Id, actual.PolicyId);
Assert.Equal(commissionType.Id, actual.CommissionTypeId);
Assert.Equal(60, actual.AmountIncludingVAT);
Assert.Equal(6, actual.VAT);
Assert.Equal(statement.Id, actual.CommissionStatementId);
Assert.Equal(import1, actual.SourceData);
actual = insertedCommissions[1];
Assert.Equal(policy1.Id, actual.PolicyId);
Assert.Equal(commissionType.Id, actual.CommissionTypeId);
Assert.Equal(60, actual.AmountIncludingVAT);
Assert.Equal(6, actual.VAT);
Assert.Equal(statement.Id, actual.CommissionStatementId);
Assert.Equal(import1, actual.SourceData);
}
}
public async Task ImportCommission_InsertCommission_NegitiveAmmount()
{
var options = TestHelper.GetDbContext("ImportCommission_InsertCommission_NegitiveAmmount");
var user1 = TestHelper.InsertUserDetailed(options);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var company = TestHelper.InsertCompany(options);
var statement = TestHelper.InsertCommissionStatement(options, user1.Organisation, company.Id);
var commissionType = new CommissionTypeEntity
{
Id = Guid.NewGuid(),
Code = "gap_cover"
};
var policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client1.Client.Id,
UserId = user1.User.Id,
NumberAliases = new List <string>(),
};
using (var context = new DataContext(options))
{
context.CommissionType.Add(commissionType);
context.Policy.Add(policy1);
context.SaveChanges();
var auditService = new AuditServiceMock();
var statementService = new CommissionStatementService(context, null, auditService);
var lookupService = new DirectoryLookupService(context);
var commissionLookupService = new CommissionLookupService(context);
var policyService = new PolicyService(context, auditService);
var commissionSplitService = new CommissionSplitService(context, auditService);
var commissionSplitRulePolicyService = new CommissionSplitRulePolicyService(context, commissionSplitService, auditService);
var commissionService = new CommissionService(context, auditService);
var bulkActions = new Mock <IBulkActions>(MockBehavior.Strict);
var insertedCommissions = new List <CommissionEntity>();
bulkActions.Setup(c => c.BulkInsertCommissionsAsync(It.IsAny <DataContext>(), It.IsAny <IList <CommissionEntity> >()))
.Callback((DataContext c, IList <CommissionEntity> l) => insertedCommissions = l.ToList())
.Returns(Task.CompletedTask);
var service = new CommissionImportService(
context,
bulkActions.Object,
statementService,
policyService,
lookupService,
commissionLookupService,
commissionSplitService,
commissionSplitRulePolicyService,
auditService);
//When
var import1 = new ImportCommission
{
PolicyNumber = policy1.Number,
CommissionTypeCode = commissionType.Code,
AmountIncludingVAT = "-100",
VAT = "-14"
};
var scope = TestHelper.GetScopeOptions(user1);
var importResult = (await service.ImportCommissions(scope, statement.Id, new List <ImportCommission>()
{
import1
}));
var result = importResult.Results.Single();
//Then
Assert.True(result.Success);
var actual = insertedCommissions.Single();
Assert.Equal(policy1.Id, actual.PolicyId);
Assert.Equal(commissionType.Id, actual.CommissionTypeId);
Assert.Equal(-100, actual.AmountIncludingVAT);
Assert.Equal(-14, actual.VAT);
Assert.Equal(statement.Id, actual.CommissionStatementId);
Assert.Equal(import1, actual.SourceData);
Assert.Equal(policy1.UserId, actual.UserId);
Assert.Null(actual.SplitGroupId);
}
}
public async Task ImportCommissions_ScopeCheck()
{
var options = TestHelper.GetDbContext("ImportCommissions_ScopeCheck");
var user1 = TestHelper.InsertUserDetailed(options);
var statement = TestHelper.InsertCommissionStatement(options, user1.Organisation);
var user2 = TestHelper.InsertUserDetailed(options);
using (var context = new DataContext(options))
{
var auditService = new AuditServiceMock();
var lookupService = new DirectoryLookupService(context);
var commissionLookupService = new CommissionLookupService(context);
var policyService = new PolicyService(context, auditService);
var commissionSplitService = new CommissionSplitService(context, auditService);
var commissionSplitRulePolicyService = new CommissionSplitRulePolicyService(context, commissionSplitService, auditService);
var statementService = new CommissionStatementService(context, null, auditService);
var bulkActions = new Mock <IBulkActions>(MockBehavior.Strict);
bulkActions.Setup(c => c.BulkInsertCommissionErrorsAsync(It.IsAny <DataContext>(), It.IsAny <IList <CommissionErrorEntity> >()))
.Returns(Task.CompletedTask);
var service = new CommissionImportService(
context,
bulkActions.Object,
statementService,
policyService,
lookupService,
commissionLookupService,
commissionSplitService,
commissionSplitRulePolicyService,
auditService);
//When
var import1 = new ImportCommission
{
PolicyNumber = "123456",
CommissionTypeCode = "gap_cover",
AmountIncludingVAT = "abc",
VAT = "zzz"
};
var imports = new List <ImportCommission>()
{
import1
};
var scope = TestHelper.GetScopeOptions(user2);
var result = await service.ImportCommissions(scope, statement.Id, imports);
//Then
Assert.Equal(0, result.ImportCount);
Assert.Equal(0, result.ErrorCount);
Assert.Empty(result.Results);
scope = TestHelper.GetScopeOptions(user1);
result = await service.ImportCommissions(scope, statement.Id, imports);
//Then
Assert.Equal(0, result.ImportCount);
Assert.Equal(1, result.ErrorCount);
Assert.Single(result.Results);
}
}
