public FinancialTransactionContext(ClaimHeader claimHeader, ClaimDetail claimDetail, ClaimTransactionHeader claimTransactionHeader, ClaimTransactionGroup claimTransactionGroup, User user)
{
this.ClaimHeader = claimHeader;
this.ClaimDetail = claimDetail;
this.ClaimTransactionHeader = claimTransactionHeader;
this.ClaimTransactionGroup = claimTransactionGroup;
this.CurrentUser = user;
this.TransactionSource = (StaticValues.ClaimTransactionSource)this.ClaimTransactionHeader.ClaimTransactionSource;
this.Product = claimHeader.GetProduct();
this.ProductClaimDefinition = this.Product.ProductClaimDefinition;
this.ProductClaimDetails = this.Product.ClaimDetails;
}
/// <summary>
/// Load historical reserves/payments/recovery reserves/recovery receipts for the specified claim detail
/// </summary>
/// <param name="transactionSource">transaction source</param>
/// <param name="productClaimDefinition">claim product</param>
/// <param name="claimDetail">claim detail</param>
/// <param name="reserves">resulting reserves</param>
/// <param name="payments">resulting payments and recovery receipts</param>
/// <param name="recoveryReserves">resulting recovery reserves</param>
private static void LoadFinancialAmounts(StaticValues.ClaimTransactionSource transactionSource, ProductClaimDefinition productClaimDefinition, ClaimDetail claimDetail, ClaimTransactionHeader claimtransactionheader, out IEnumerable<ClaimFinancialAmount> reserves, out IEnumerable<ClaimFinancialAmount> payments, out IEnumerable<ClaimFinancialAmount> recoveryReserves)
{
var inProgressData = ObjectFactory.Resolve<IInProgressFinancialAmountData>();
var historicalData = ObjectFactory.Resolve<IHistoricalFinancialAmountData>();
var claimDetailArg = new ClaimDetailArgument(AmountDataSource.Both, claimDetail, null);
var reserveCalculation = new TotalClaimDetailReserveFinancialCalculation(inProgressData, historicalData);
var paymentCalcuation = new TotalClaimDetailPaymentFinancialCalculation(inProgressData, historicalData);
var recoveryReceiptCalculation = new TotalClaimDetailReceiptFinancialCalculation(inProgressData, historicalData);
var recoveryRerserveCalculation = new TotalClaimDetailRecoveryReserveFinancialCalculation(inProgressData, historicalData);
bool includeEstimated = productClaimDefinition.RecoveryIncurredAmountDerivationMethod == (short)StaticValues.RecoveryIncurredAmountDerivationMethod.ReceiptsRecoveryReservesincludingEstimated;
bool includeRecoveryEstimated = productClaimDefinition.RecoveryIncurredAmountDerivationMethod == (short)StaticValues.RecoveryIncurredAmountDerivationMethod.ReceiptsRecoveryReservesincludingEstimated;
reserves = reserveCalculation.ReadLatestClaimDetailReserves(claimDetailArg, includeEstimated);
payments = paymentCalcuation.ReadClaimDetailPayments(claimDetailArg);
payments = payments.Concat(recoveryReceiptCalculation.ReadClaimDetailReceipt(claimDetailArg));
recoveryReserves = recoveryRerserveCalculation.ReadLatestClaimDetailRecoveryReserves(claimDetailArg, includeRecoveryEstimated);
var excludedMovementTypes = ClaimsBusinessLogicHelper.GetExcludedMovementTypesFromAutomaticDeductibleCalculations();
reserves = FilterExcludedMovementTypes(reserves, excludedMovementTypes);
recoveryReserves = FilterExcludedMovementTypes(recoveryReserves, excludedMovementTypes);
payments = FilterExcludedMovementTypes(payments, excludedMovementTypes);
reserves = CreateAmountsForCalculation(reserves);
recoveryReserves = CreateAmountsForCalculation(recoveryReserves);
payments = CreateAmountsForCalculation(payments);
}
private static decimal AddReserve(decimal amount, FinancialTransactionContext financialContext, ClaimDetail claimDetail, ClaimTransactionGroup claimTransactionGroup, DeductibleDefinition deductibleDefinition, DeductibleReserveCapacity deductibleReserveContext, ClaimFinancialAmount latestReserve = null)
{
StaticValues.AmountType amountType;
string nonFundedMovementType;
if (IsRecovery(financialContext.TransactionSource))
{
amountType = StaticValues.AmountType.RecoveryReserve;
nonFundedMovementType = deductibleDefinition.RecoveryNonFundedMovementType;
}
else
{
amountType = StaticValues.AmountType.Reserve;
nonFundedMovementType = deductibleDefinition.NonFundedMovementType;
}
if (latestReserve == null)
{
if (amount > 0)
{
AddClaimTransactionDetails(financialContext.ClaimTransactionHeader.TransactionDate.GetValueOrDefault(DateTime.MinValue), claimTransactionGroup, amountType, deductibleDefinition, amount, latestReserve);
deductibleReserveContext.AdjustDeductibleAttached(claimDetail.ClaimDetailReference, nonFundedMovementType, amount);
}
else
{
amount = 0;
}
}
else if (amount != Math.Abs(latestReserve.TransactionAmountClaimCurrency.GetValueOrDefault(0)))
{
AddClaimTransactionDetails(financialContext.ClaimTransactionHeader.TransactionDate.GetValueOrDefault(DateTime.MinValue), claimTransactionGroup, amountType, deductibleDefinition, amount, latestReserve);
deductibleReserveContext.AdjustDeductibleAttached(claimDetail.ClaimDetailReference, nonFundedMovementType, amount + latestReserve.TransactionAmountClaimCurrency.GetValueOrDefault());
}
return amount;
}
private static bool IsCalculatingExcess(ProductClaimDetail productClaimDetail, ClaimDetail claimDetail)
{
return productClaimDetail.ClaimDetailAutomaticDeductibleProcessingMethod == (short)StaticValues.ClaimDetailAutomaticDeductibleProcessingMethod.StandardClaimDetailDeductible
&& claimDetail.IsAutomaticDeductibleProcessingApplied == true;
}
private static ClaimTransactionGroup ResolveClaimTransactionGroup(ClaimTransactionHeader claimTransactionHeader, ClaimTransactionGroup currentClaimTransactionGroup, ClaimDetail claimDetail)
{
var claimTransactionGroup = claimTransactionHeader.ClaimTransactionGroups.SingleOrDefault(a => a.ClaimDetail == claimDetail);
if (claimTransactionGroup == null)
{
claimTransactionGroup = claimTransactionHeader.AddNewClaimTransactionGroup(claimDetail, false);
claimTransactionGroup.UpdateData(currentClaimTransactionGroup);
// don't want to copy the id accross
claimTransactionGroup.ClaimTransactionGroupID = 0;
}
return claimTransactionGroup;
}