public async Task <IActionResult> GetCommissionLapseData(string sortColumn = "", string sortDirection = "", int pageSize = 0, int pageNumber = 0, string filters = null)
{
var scope = AuthenticationService.GetScope(User);
var queryOptions = new CommissionLapseQueryOptions(scope, sortColumn, sortDirection, pageSize, pageNumber, filters);
var data = await CommissionReportService.GetCommissionLapseData(queryOptions);
return(Ok(data));
}
public async Task <IActionResult> GetPastRevenueCommissionData(string sortColumn = "AmountExcludingVAT", string sortDirection = "desc", int pageSize = 0, int pageNumber = 0, string filters = null)
{
var scope = AuthenticationService.GetScope(User);
var queryOptions = new PastRevenueCommissionQueryOptions(scope, sortColumn, sortDirection, pageSize, pageNumber, filters);
var data = await CommissionReportService.GetPastRevenueCommissionData(queryOptions);
return(Ok(data));
}
public CommissionReportsController(CommissionReportService crService)
{
commissionReportService = crService;
}
public async Task GetClientRevenueData_PolicyTypeFilter()
{
var options = await CreateDatabaseSqlServer();
var company = TestHelper.InsertCompany(options);
var commissionType1 = TestHelper.InsertCommissionType(options, PolicyType.POLICY_TYPE_INVESTMENT, CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY);
var commissionType2 = TestHelper.InsertCommissionType(options, PolicyType.POLICY_TYPE_LIFE_INSURANCE, CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY);
var user1 = TestHelper.InsertUserDetailed(options);
var user2 = TestHelper.InsertUserDetailed(options, user1.Organisation); //Same org different branch
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var thisMonth = DateTime.Now.Date;
var cs1 = new CommissionStatementEntity
{
Id = Guid.NewGuid(),
CompanyId = company.Id,
AmountIncludingVAT = 0,
VAT = 0,
Date = thisMonth,
Processed = true,
OrganisationId = user1.Organisation.Id
};
//------------------------------------------------------------------------
var policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client1.Client.Id,
UserId = user1.User.Id
};
var commission1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 100,
VAT = 0,
CommissionStatementId = cs1.Id
};
//------------------------------------------------------------------------
var policy2 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client1.Client.Id,
UserId = user2.User.Id
};
var commission2 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy2.Id,
UserId = policy2.UserId,
CommissionTypeId = commissionType2.Id,
AmountIncludingVAT = 200,
VAT = 0,
CommissionStatementId = cs1.Id
};
//------------------------------------------------------------------------
using (var context = new DataContext(options))
{
context.Policy.Add(policy2);
context.Policy.Add(policy1);
context.CommissionStatement.Add(cs1);
context.Commission.Add(commission1);
context.Commission.Add(commission2);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionReportService(context);
//When - Branch Filter
var scope = TestHelper.GetScopeOptions(user1);
var queryOptions = new ClientRevenueQueryOptions(scope, "", "", 0, 0, $"YearEnding={thisMonth.Year};MonthEnding={thisMonth.Month}");
queryOptions.PolicyTypeId.Add(commissionType2.PolicyTypeId);
var data = await service.GetClientRevenueData(queryOptions);
//Then
var results = data.Items.ToList();
Assert.Equal(1, data.TotalItems);
var resultsCount = results.Count();
Assert.Equal(1, resultsCount);
var actual = results[0];
Assert.Equal(client1.Client.Id, actual.ClientId);
Assert.Equal(200, actual.MonthlyAnnuityMonth);
}
}
public async Task GetClientRevenueData_Allocations()
{
var options = await CreateDatabaseSqlServer();
var company = TestHelper.InsertCompany(options);
var commissionType1 = TestHelper.InsertCommissionType(options, PolicyType.POLICY_TYPE_INVESTMENT, CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY);
var user1 = TestHelper.InsertUserDetailed(options);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var client2 = TestHelper.InsertClient(options, user1.Organisation);
var client3 = TestHelper.InsertClient(options, user1.Organisation);
var thisMonth = DateTime.Now.Date;
var cs1 = new CommissionStatementEntity
{
Id = Guid.NewGuid(),
CompanyId = company.Id,
AmountIncludingVAT = 0,
VAT = 0,
Date = thisMonth,
Processed = true,
OrganisationId = user1.Organisation.Id
};
//------------------------------------------------------------------------
var policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client1.Client.Id,
UserId = user1.User.Id
};
var commission1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 100,
VAT = 0,
CommissionStatementId = cs1.Id
};
//------------------------------------------------------------------------
var policy2 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client2.Client.Id,
UserId = user1.User.Id
};
var commission2 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy2.Id,
UserId = policy2.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 200,
VAT = 0,
CommissionStatementId = cs1.Id
};
//------------------------------------------------------------------------
var policy3a = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client3.Client.Id,
UserId = user1.User.Id
};
var commission3a = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy3a.Id,
UserId = policy3a.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 300,
VAT = 0,
CommissionStatementId = cs1.Id
};
var policy3b = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client3.Client.Id,
UserId = user1.User.Id
};
var commission3b = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy3b.Id,
UserId = policy3b.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 400,
VAT = 0,
CommissionStatementId = cs1.Id
};
var policy3c = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client3.Client.Id,
UserId = user1.User.Id
};
var commission3c = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy3c.Id,
UserId = policy3c.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 500,
VAT = 0,
CommissionStatementId = cs1.Id
};
//------------------------------------------------------------------------
//Allocate Client1, Policy1 to Client2.
var allocation1 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client1.Client.Id,
ToClientId = client2.Client.Id
};
var cap1 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = allocation1.Id,
PolicyId = policy1.Id
};
//Allocate Client3, Policy3b to Client2.
var allocation2 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client3.Client.Id,
ToClientId = client2.Client.Id
};
var cap2 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = allocation2.Id,
PolicyId = policy3b.Id
};
using (var context = new DataContext(options))
{
context.Policy.Add(policy2);
context.Policy.Add(policy1);
context.Policy.Add(policy3a);
context.Policy.Add(policy3b);
context.Policy.Add(policy3c);
context.CommissionStatement.Add(cs1);
context.Commission.Add(commission3a);
context.Commission.Add(commission1);
context.Commission.Add(commission2);
context.Commission.Add(commission3b);
context.Commission.Add(commission3c);
context.CommissionAllocation.Add(allocation1);
context.CommissionAllocation.Add(allocation2);
context.CommissionAllocationPolicy.Add(cap1);
context.CommissionAllocationPolicy.Add(cap2);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionReportService(context);
//When
var scope = TestHelper.GetScopeOptions(user1);
var queryOptions = new ClientRevenueQueryOptions(scope, "MonthlyAnnuityMonth", "asc", 0, 0, $"YearEnding={thisMonth.Year};MonthEnding={thisMonth.Month}");
var data = await service.GetClientRevenueData(queryOptions);
//Then
var results = data.Items.ToList();
Assert.Equal(3, data.TotalItems);
var resultsCount = results.Count();
Assert.Equal(3, resultsCount);
var actual = results[0];
Assert.Equal(client1.Client.Id, actual.ClientId);
Assert.Equal(100, actual.MonthlyAnnuityMonth);
Assert.Equal(0, actual.AllocationsCount);
actual = results[1];
Assert.Equal(client2.Client.Id, actual.ClientId);
Assert.Equal(700, actual.MonthlyAnnuityMonth); //200 + 100 (pol1) + 400 (pol3b)
Assert.Equal(2, actual.AllocationsCount);
actual = results[2];
Assert.Equal(client3.Client.Id, actual.ClientId);
Assert.Equal(1200, actual.MonthlyAnnuityMonth); //300 + 400 + 500
Assert.Equal(0, actual.AllocationsCount);
}
}
public async Task GetClientRevenueData()
{
var options = await CreateDatabaseSqlServer();
var company = TestHelper.InsertCompany(options);
var commissionType1 = TestHelper.InsertCommissionType(options, PolicyType.POLICY_TYPE_INVESTMENT, CommissionEarningsType.EARNINGS_TYPE_ANNUAL_ANNUITY);
var commissionType2 = TestHelper.InsertCommissionType(options, PolicyType.POLICY_TYPE_INVESTMENT, CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY);
var commissionType3 = TestHelper.InsertCommissionType(options, PolicyType.POLICY_TYPE_INVESTMENT, CommissionEarningsType.EARNINGS_TYPE_ONCE_OFF);
var commissionType4 = TestHelper.InsertCommissionType(options, PolicyType.POLICY_TYPE_INVESTMENT, CommissionEarningsType.EARNINGS_TYPE_LIFE_FIRST_YEARS);
var user1 = TestHelper.InsertUserDetailed(options);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var thisMonth = DateTime.Now.Date;
var lastMonth = thisMonth.AddMonths(-1);
var policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client1.Client.Id,
UserId = user1.User.Id
};
//Statement 1 - this month
// ANNUAL_ANNUITY | MONTHLY_ANNUITY | ONCE_OFF | LIFE_FIRST_YEARS
//com1 100 0 0 0
//com2 0 200 0 0
//com3 0 0 300 0
//com4 0 0 0 400
var cs1 = new CommissionStatementEntity
{
Id = Guid.NewGuid(),
CompanyId = company.Id,
AmountIncludingVAT = 0,
VAT = 0,
Date = thisMonth,
Processed = true,
OrganisationId = user1.Organisation.Id
};
var commission1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 110,
VAT = 10,
CommissionStatementId = cs1.Id
};
var commission2 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType2.Id,
AmountIncludingVAT = 220,
VAT = 20,
CommissionStatementId = cs1.Id
};
var commission3 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType3.Id,
AmountIncludingVAT = 330,
VAT = 30,
CommissionStatementId = cs1.Id
};
var commission4 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType4.Id,
AmountIncludingVAT = 440,
VAT = 40,
CommissionStatementId = cs1.Id
};
//Statement 2 - last month
// ANNUAL_ANNUITY | MONTHLY_ANNUITY | ONCE_OFF | LIFE_FIRST_YEARS
//com5 500 0 0 0
//com6 0 600 0 0
//com7 0 0 700 0
//com8 0 0 0 800
var cs2 = new CommissionStatementEntity
{
Id = Guid.NewGuid(),
CompanyId = company.Id,
AmountIncludingVAT = 0,
VAT = 0,
Date = lastMonth,
Processed = true,
OrganisationId = user1.Organisation.Id
};
var commission5 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 500,
VAT = 0,
CommissionStatementId = cs2.Id
};
var commission6 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType2.Id,
AmountIncludingVAT = 600,
VAT = 0,
CommissionStatementId = cs2.Id
};
var commission7 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType3.Id,
AmountIncludingVAT = 700,
VAT = 0,
CommissionStatementId = cs2.Id
};
var commission8 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType4.Id,
AmountIncludingVAT = 800,
VAT = 0,
CommissionStatementId = cs2.Id
};
//Statement 3 - 2 months age
// ANNUAL_ANNUITY | MONTHLY_ANNUITY | ONCE_OFF | LIFE_FIRST_YEARS
//com9 900 0 0 0
//com10 0 1000 0 0
//com11 0 0 1100 0
//com12 0 0 0 1200
var cs3 = new CommissionStatementEntity
{
Id = Guid.NewGuid(),
CompanyId = company.Id,
AmountIncludingVAT = 0,
VAT = 0,
Date = lastMonth.AddMonths(-1),
Processed = true,
OrganisationId = user1.Organisation.Id
};
var commission9 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 900,
VAT = 0,
CommissionStatementId = cs3.Id
};
var commission10 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType2.Id,
AmountIncludingVAT = 1000,
VAT = 0,
CommissionStatementId = cs3.Id
};
var commission11 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType3.Id,
AmountIncludingVAT = 1100,
VAT = 0,
CommissionStatementId = cs3.Id
};
var commission12 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType4.Id,
AmountIncludingVAT = 1200,
VAT = 0,
CommissionStatementId = cs3.Id
};
using (var context = new DataContext(options))
{
context.Policy.Add(policy1);
context.CommissionStatement.Add(cs1);
context.Commission.Add(commission1);
context.Commission.Add(commission2);
context.Commission.Add(commission3);
context.Commission.Add(commission4);
context.CommissionStatement.Add(cs2);
context.Commission.Add(commission5);
context.Commission.Add(commission6);
context.Commission.Add(commission7);
context.Commission.Add(commission8);
context.CommissionStatement.Add(cs3);
context.Commission.Add(commission9);
context.Commission.Add(commission10);
context.Commission.Add(commission11);
context.Commission.Add(commission12);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionReportService(context);
//When
var scope = TestHelper.GetScopeOptions(user1);
var queryOptions = new ClientRevenueQueryOptions(scope, "", "", 0, 0, $"YearEnding={thisMonth.Year};MonthEnding={thisMonth.Month}");
var data = await service.GetClientRevenueData(queryOptions);
//Then
var results = data.Items.ToList();
Assert.Equal(1, data.TotalItems);
Assert.Single(results);
var actual = results[0];
Assert.Equal(client1.Client.Id, actual.ClientId);
Assert.Equal(client1.Client.LastName, actual.ClientLastName);
Assert.Equal(client1.Client.Initials, actual.ClientInitials);
Assert.Equal(client1.Client.DateOfBirth, actual.ClientDateOfBirth);
Assert.Equal(200, actual.MonthlyAnnuityMonth); // com2
Assert.Equal(125, actual.AnnualAnnuityAverage); // (100 + 500 + 900) / 12
Assert.Equal(325, actual.TotalMonthlyEarnings); // 125 + 200
Assert.Equal(2100, actual.OnceOff); //300 + 700 + 1100
Assert.Equal(2400, actual.LifeFirstYears); //400 + 800 + 1200
Assert.Equal(7800, actual.GrandTotal); // add up all commission entries
Assert.Equal(0, actual.AllocationsCount);
}
}
public async Task GetCommissionLapseData_Basic()
{
var options = TestHelper.GetDbContext("GetCommissionLapseData_Basic");
TestHelper.InsertCommissionEarningsTypes(options);
var comTypeMonth = TestHelper.InsertCommissionType(options, Guid.NewGuid(), CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY);
var company = TestHelper.InsertCompany(options);
var user1 = TestHelper.InsertUserDetailed(options);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var now = DateTime.UtcNow;
var lastMonth = DateTime.UtcNow.AddMonths(-1);
var twoMonthsAgo = DateTime.UtcNow.AddMonths(-2);
var statement1 = TestHelper.InsertCommissionStatement(options, user1.Organisation, company.Id, now);
var statement2 = TestHelper.InsertCommissionStatement(options, user1.Organisation, company.Id, lastMonth);
var statement4 = TestHelper.InsertCommissionStatement(options, user1.Organisation, company.Id, twoMonthsAgo);
var user2 = TestHelper.InsertUserDetailed(options);
var client2 = TestHelper.InsertClient(options, user2.Organisation);
var statement3 = TestHelper.InsertCommissionStatement(options, user2.Organisation, company.Id, lastMonth);
var usr1_policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client1.Client.Id,
UserId = user1.User.Id,
PolicyTypeId = Guid.NewGuid(),
};
var usr1_policy2 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client1.Client.Id,
UserId = user1.User.Id,
PolicyTypeId = Guid.NewGuid(),
};
var usr2_policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
CompanyId = company.Id,
ClientId = client2.Client.Id,
UserId = user2.User.Id,
PolicyTypeId = Guid.NewGuid(),
};
//This month commmission
var usr1_policy1_comm1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr1_policy1.Id,
UserId = user1.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 110,
VAT = 10,
CommissionStatementId = statement1.Id
};
//Last month Commission
var usr1_policy1_comm2 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr1_policy1.Id,
UserId = user1.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 220,
VAT = 20,
CommissionStatementId = statement2.Id
};
var usr1_policy2_comm1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr1_policy2.Id,
UserId = user1.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 330,
VAT = 30,
CommissionStatementId = statement2.Id
};
//Two months ago commission
var usr1_policy2_comm2 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr1_policy2.Id,
UserId = user1.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 440,
VAT = 40,
CommissionStatementId = statement4.Id
};
//Last month commission - different company
var usr2_policy1_comm1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr2_policy1.Id,
UserId = user2.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 660,
VAT = 60,
CommissionStatementId = statement3.Id
};
using (var context = new DataContext(options))
{
context.Policy.Add(usr1_policy1);
context.Policy.Add(usr1_policy2);
context.Policy.Add(usr2_policy1);
context.Commission.Add(usr1_policy1_comm1);
context.Commission.Add(usr1_policy1_comm2);
context.Commission.Add(usr1_policy2_comm1);
context.Commission.Add(usr1_policy2_comm2);
context.Commission.Add(usr2_policy1_comm1);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionReportService(context);
//When
var scope = TestHelper.GetScopeOptions(user1);
var queryOptions = new CommissionLapseQueryOptions(scope, "", "", 0, 0);
var result = await service.GetCommissionLapseData(queryOptions);
//Then
var items = result.Items.ToList();
Assert.Single(items);
var actual = items[0];
Assert.Equal(usr1_policy2.Id, actual.PolicyId);
Assert.Equal(client1.Client.Id, actual.ClientId);
Assert.Equal(usr1_policy2.Number, actual.Number);
Assert.Equal(usr1_policy2.CompanyId, actual.CompanyId);
Assert.Equal(usr1_policy2.UserId, actual.UserId);
Assert.Equal(usr1_policy2.Premium, actual.Premium);
Assert.Equal(usr1_policy2.StartDate, actual.StartDate);
Assert.Equal(usr1_policy2.PolicyTypeId, actual.PolicyTypeId);
Assert.Equal(client1.Client.LastName, actual.ClientLastName);
Assert.Equal(client1.Client.Initials, actual.ClientInitials);
Assert.Equal(company.Name, actual.CompanyName);
//Check scope
scope = TestHelper.GetScopeOptions(user2);
queryOptions = new CommissionLapseQueryOptions(scope, "", "", 0, 0);
result = (await service.GetCommissionLapseData(queryOptions));
items = result.Items.ToList();
Assert.Single(items);
actual = items[0];
Assert.Equal(usr2_policy1.Id, actual.PolicyId);
}
}
public async Task GetPastRevenueCommissionData_Basic()
{
var options = TestHelper.GetDbContext("GetPastRevenueCommissionData_Basic");
TestHelper.InsertCommissionEarningsTypes(options);
var comTypeMonth = TestHelper.InsertCommissionType(options, Guid.NewGuid(), CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY);
var comTypeAnnual = TestHelper.InsertCommissionType(options, Guid.NewGuid(), CommissionEarningsType.EARNINGS_TYPE_ANNUAL_ANNUITY);
var user1 = TestHelper.InsertUserDetailed(options);
var user2 = TestHelper.InsertUserDetailed(options, user1.Organisation);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var client2 = TestHelper.InsertClient(options, user1.Organisation);
var policyTypeId1 = Guid.NewGuid();
var policyTypeId2 = Guid.NewGuid();
var statement1 = TestHelper.InsertCommissionStatement(options, user1.Organisation);
var statement2 = TestHelper.InsertCommissionStatement(options, user1.Organisation);
var statement4 = TestHelper.InsertCommissionStatement(options, user1.Organisation, statement1.CompanyId, statement1.Date.AddMonths(-1));
var user3 = TestHelper.InsertUserDetailed(options);
var client3 = TestHelper.InsertClient(options, user3.Organisation);
var statement3 = TestHelper.InsertCommissionStatement(options, user3.Organisation);
var usr1_policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = statement1.CompanyId,
ClientId = client1.Client.Id,
UserId = user1.User.Id,
PolicyTypeId = policyTypeId1,
};
var usr2_policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
CompanyId = statement1.CompanyId,
ClientId = client2.Client.Id,
UserId = user2.User.Id,
PolicyTypeId = policyTypeId1,
};
var usr2_policy2 = new PolicyEntity
{
Id = Guid.NewGuid(),
CompanyId = statement1.CompanyId,
ClientId = client2.Client.Id,
UserId = user2.User.Id,
PolicyTypeId = policyTypeId2,
};
var usr3_policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
CompanyId = statement3.CompanyId,
ClientId = client3.Client.Id,
UserId = user3.User.Id,
PolicyTypeId = policyTypeId1,
};
//Given
var usr1_policy1_comm1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr1_policy1.Id,
UserId = user1.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 110,
VAT = 10,
CommissionStatementId = statement1.Id
};
var usr2_policy1_comm1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr2_policy1.Id,
UserId = user2.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 220,
VAT = 20,
CommissionStatementId = statement1.Id
};
var usr2_policy1_comm2 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr2_policy1.Id,
UserId = user2.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 330,
VAT = 30,
CommissionStatementId = statement1.Id
};
var usr2_policy1_comm3 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr2_policy1.Id,
UserId = user2.User.Id,
CommissionTypeId = comTypeAnnual.Id,
AmountIncludingVAT = 440,
VAT = 40,
CommissionStatementId = statement1.Id
};
var usr2_policy1_comm4 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr2_policy1.Id,
UserId = user2.User.Id,
CommissionTypeId = comTypeAnnual.Id,
AmountIncludingVAT = 660,
VAT = 60,
CommissionStatementId = statement4.Id
};
var usr2_policy2_comm5 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr2_policy2.Id,
UserId = user2.User.Id,
CommissionTypeId = comTypeAnnual.Id,
AmountIncludingVAT = 770,
VAT = 70,
CommissionStatementId = statement4.Id
};
var usr3_policy1_comm1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr3_policy1.Id,
UserId = user3.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 550,
VAT = 50,
CommissionStatementId = statement3.Id
};
using (var context = new DataContext(options))
{
context.Policy.Add(usr1_policy1);
context.Policy.Add(usr2_policy1);
context.Policy.Add(usr3_policy1);
context.Policy.Add(usr2_policy2);
context.Commission.Add(usr1_policy1_comm1);
context.Commission.Add(usr2_policy1_comm1);
context.Commission.Add(usr2_policy1_comm2);
context.Commission.Add(usr2_policy1_comm3);
context.Commission.Add(usr3_policy1_comm1);
context.Commission.Add(usr2_policy1_comm4);
context.Commission.Add(usr2_policy2_comm5);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionReportService(context);
//When
var scope = TestHelper.GetScopeOptions(user1);
var queryOptions = new PastRevenueCommissionQueryOptions(scope, "", "", 0, 0);
var items = (await service.GetPastRevenueCommissionData(queryOptions)).ToList();
//Then
Assert.Equal(4, items.Count());
var actual = items[0];
Assert.Equal(CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY, actual.CommissionEarningsTypeId);
Assert.Equal(statement1.CompanyId, actual.CompanyId);
Assert.Equal(policyTypeId1, actual.PolicyTypeId);
Assert.Equal(statement1.DateYear, actual.DateYear);
Assert.Equal(statement1.DateMonth, actual.DateMonth);
Assert.Equal(600, actual.AmountExcludingVAT); //100 + 200 + 300
actual = items[1];
Assert.Equal(CommissionEarningsType.EARNINGS_TYPE_ANNUAL_ANNUITY, actual.CommissionEarningsTypeId);
Assert.Equal(statement1.CompanyId, actual.CompanyId);
Assert.Equal(policyTypeId1, actual.PolicyTypeId);
Assert.Equal(statement1.DateYear, actual.DateYear);
Assert.Equal(statement1.DateMonth, actual.DateMonth);
Assert.Equal(400, actual.AmountExcludingVAT);
actual = items[2];
Assert.Equal(CommissionEarningsType.EARNINGS_TYPE_ANNUAL_ANNUITY, actual.CommissionEarningsTypeId);
Assert.Equal(statement4.CompanyId, actual.CompanyId);
Assert.Equal(policyTypeId1, actual.PolicyTypeId);
Assert.Equal(statement4.DateYear, actual.DateYear);
Assert.Equal(statement4.DateMonth, actual.DateMonth);
Assert.Equal(600, actual.AmountExcludingVAT);
actual = items[3];
Assert.Equal(CommissionEarningsType.EARNINGS_TYPE_ANNUAL_ANNUITY, actual.CommissionEarningsTypeId);
Assert.Equal(statement4.CompanyId, actual.CompanyId);
Assert.Equal(policyTypeId2, actual.PolicyTypeId);
Assert.Equal(statement4.DateYear, actual.DateYear);
Assert.Equal(statement4.DateMonth, actual.DateMonth);
Assert.Equal(700, actual.AmountExcludingVAT);
//Check scope
scope = TestHelper.GetScopeOptions(user3);
queryOptions = new PastRevenueCommissionQueryOptions(scope, "", "", 0, 0);
items = (await service.GetPastRevenueCommissionData(queryOptions)).ToList();
Assert.Single(items);
actual = items[0];
Assert.Equal(CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY, actual.CommissionEarningsTypeId);
Assert.Equal(500, actual.AmountExcludingVAT);
}
}
public async Task GetUserCompanyMonthlyCommissionData_UserFilter()
{
var options = TestHelper.GetDbContext("GetUserCompanyMonthlyCommissionData_UserFilter");
var companyId1 = Guid.NewGuid();
var companyId2 = Guid.NewGuid();
var user1 = TestHelper.InsertUserDetailed(options);
var user2 = TestHelper.InsertUserDetailed(options, user1.Organisation);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var client2 = TestHelper.InsertClient(options, user1.Organisation);
var statement1 = TestHelper.InsertCommissionStatement(options, user1.Organisation);
var statement2 = TestHelper.InsertCommissionStatement(options, user1.Organisation);
var user3 = TestHelper.InsertUserDetailed(options);
var client3 = TestHelper.InsertClient(options, user3.Organisation);
var statement3 = TestHelper.InsertCommissionStatement(options, user3.Organisation);
var usr1_policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = statement1.CompanyId,
ClientId = client1.Client.Id,
UserId = user1.User.Id
};
var usr2_policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
CompanyId = statement2.CompanyId,
ClientId = client2.Client.Id,
UserId = user2.User.Id
};
var usr3_policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
CompanyId = statement3.CompanyId,
ClientId = client3.Client.Id,
UserId = user3.User.Id
};
//Given
var usr1_policy1_comm1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr1_policy1.Id,
UserId = user1.User.Id,
CommissionTypeId = Guid.NewGuid(),
AmountIncludingVAT = 110,
VAT = 10,
CommissionStatementId = statement1.Id
};
var usr2_policy1_comm1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr2_policy1.Id,
UserId = user2.User.Id,
CommissionTypeId = Guid.NewGuid(),
AmountIncludingVAT = 220,
VAT = 20,
CommissionStatementId = statement2.Id
};
var usr2_policy1_comm2 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr2_policy1.Id,
UserId = user2.User.Id,
CommissionTypeId = Guid.NewGuid(),
AmountIncludingVAT = 330,
VAT = 30,
CommissionStatementId = statement2.Id
};
var usr2_policy1_comm3 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr2_policy1.Id,
UserId = user2.User.Id,
CommissionTypeId = Guid.NewGuid(),
AmountIncludingVAT = 440,
VAT = 40,
CommissionStatementId = statement2.Id
};
var usr3_policy1_comm1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = usr3_policy1.Id,
UserId = user3.User.Id,
CommissionTypeId = Guid.NewGuid(),
AmountIncludingVAT = 550,
VAT = 50,
CommissionStatementId = statement3.Id
};
using (var context = new DataContext(options))
{
context.Policy.Add(usr1_policy1);
context.Policy.Add(usr2_policy1);
context.Policy.Add(usr3_policy1);
context.Commission.Add(usr1_policy1_comm1);
context.Commission.Add(usr2_policy1_comm1);
context.Commission.Add(usr2_policy1_comm2);
context.Commission.Add(usr2_policy1_comm3);
context.Commission.Add(usr3_policy1_comm1);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionReportService(context);
//When
var scope = TestHelper.GetScopeOptions(user1);
var queryOptions = new UserCompanyMonthlyCommissionQueryOptions(scope, "", "", 0, 0);
queryOptions.UserId.Add(user2.User.Id);
var items = (await service.GetUserCompanyMonthlyCommissionData(queryOptions)).ToList();
//Then
Assert.Single(items);
var actual = items[0];
Assert.Equal(statement2.CompanyId, actual.CompanyId);
Assert.Equal(900, actual.AmountExcludingVAT); //200 + 300 + 400
}
}
public async Task GetUserEarningsTypeMonthlyCommissionData_UserFilter()
{
var options = TestHelper.GetDbContext("GetUserEarningsTypeMonthlyCommissionData_UserFilter");
TestHelper.InsertCommissionEarningsTypes(options);
var comTypeMonth = TestHelper.InsertCommissionType(options, Guid.NewGuid(), CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY);
var user1 = TestHelper.InsertUserDetailed(options);
var user2 = TestHelper.InsertUserDetailed(options, user1.Organisation);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var statement1 = TestHelper.InsertCommissionStatement(options, user1.Organisation);
var policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = statement1.CompanyId,
ClientId = client1.Client.Id,
UserId = user1.User.Id
};
var policy2 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = statement1.CompanyId,
ClientId = client1.Client.Id,
UserId = user2.User.Id
};
//Given
var com1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = user1.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 110,
VAT = 10,
CommissionStatementId = statement1.Id
};
var com2 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy2.Id,
UserId = user2.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 220,
VAT = 20,
CommissionStatementId = statement1.Id
};
using (var context = new DataContext(options))
{
context.Policy.Add(policy1);
context.Policy.Add(policy2);
context.Commission.Add(com1);
context.Commission.Add(com2);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionReportService(context);
//When
var scope = TestHelper.GetScopeOptions(user1);
var queryOptions = new UserEarningsTypeMonthlyCommissionQueryOptions(scope, "", "", 0, 0);
queryOptions.UserId.Add(user2.User.Id);
var items = (await service.GetUserEarningsTypeMonthlyCommissionData(queryOptions)).ToList();
//Then
Assert.Single(items);
var actual = items[0];
Assert.Equal(CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY, actual.CommissionEarningsTypeId);
Assert.Equal(200, actual.AmountExcludingVAT);
}
}
public async Task GetUserEarningsTypeMonthlyCommissionData_YearMonthFilter()
{
var options = TestHelper.GetDbContext("GetUserEarningsTypeMonthlyCommissionData_YearMonthFilter");
TestHelper.InsertCommissionEarningsTypes(options);
var comTypeMonth = TestHelper.InsertCommissionType(options, Guid.NewGuid(), CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY);
var user1 = TestHelper.InsertUserDetailed(options);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var now = DateTime.Now;
var thisMonth = now;
var lastMonth = now.AddMonths(-1);
var lastYear = lastMonth.AddYears(-1);
var statement1 = TestHelper.InsertCommissionStatement(options, user1.Organisation, null, thisMonth);
var statement2 = TestHelper.InsertCommissionStatement(options, user1.Organisation, null, lastMonth);
var statement3 = TestHelper.InsertCommissionStatement(options, user1.Organisation, null, lastYear);
var policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = statement1.CompanyId,
ClientId = client1.Client.Id,
UserId = user1.User.Id
};
//Given
var s1_com1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = user1.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 110,
VAT = 10,
CommissionStatementId = statement1.Id
};
var s2_com1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = user1.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 220,
VAT = 20,
CommissionStatementId = statement2.Id
};
var s2_com2 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = user1.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 330,
VAT = 30,
CommissionStatementId = statement2.Id
};
var s3_com1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = user1.User.Id,
CommissionTypeId = comTypeMonth.Id,
AmountIncludingVAT = 440,
VAT = 40,
CommissionStatementId = statement3.Id
};
using (var context = new DataContext(options))
{
context.Policy.Add(policy1);
context.Commission.Add(s1_com1);
context.Commission.Add(s2_com1);
context.Commission.Add(s2_com2);
context.Commission.Add(s3_com1);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionReportService(context);
//When
var scope = TestHelper.GetScopeOptions(user1);
var queryOptions = new UserEarningsTypeMonthlyCommissionQueryOptions(scope, "", "", 0, 0);
queryOptions.StartDate = new DateTime(lastMonth.Year, lastMonth.Month, 1);
queryOptions.EndDate = lastMonth.AddMonths(1).AddDays(-1);
var items = (await service.GetUserEarningsTypeMonthlyCommissionData(queryOptions)).ToList();
//Then
Assert.Single(items);
var actual = items[0];
Assert.Equal(CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY, actual.CommissionEarningsTypeId);
Assert.Equal(500, actual.AmountExcludingVAT); //200 + 300
}
}
