//
// Private
//
void PopulateCommonFields(ICaseFlowAccountCommon accountDto, MyAccountsSummaryResultDto resultDto, DateTime currentDateTime)
{
resultDto.OriginalCompany = accountDto.ClientName;
resultDto.AccountReference = accountDto.LowellReference;
resultDto.OutstandingBalance = accountDto.OutstandingBalance ?? 0.0M;
resultDto.HasArrangement = accountDto.HasArrangement;
resultDto.DiscountedBalance = DeriveDiscountedBalance(accountDto);
if (accountDto.HasArrangement && accountDto.OutstandingBalance > 0.0M)
{
resultDto.PaymentPlanMethod = accountDto.PlanType;
resultDto.PaymentPlanFrequency = accountDto.PlanFrequency;
resultDto.PaymentPlanAmount = accountDto.RegularAccountPaymentAmount;
}
// Note: expiry check only uses date part of current date, because the expiry is only a date
if (accountDto.DiscountAmount != null &&
accountDto.DiscountExpiry != null && currentDateTime.Date <= accountDto.DiscountExpiry &&
!IsDiscountAccepted(accountDto) &&
!_statusDeriverProcess.IsWithSolicitors(accountDto) &&
!(accountDto.HasArrangement && accountDto.PlanType == "Direct Debit"))
{
resultDto.DiscountOfferAmount = accountDto.DiscountAmount;
resultDto.DiscountOfferExpiry = accountDto.DiscountExpiry;
}
if (accountDto.Arrears > 0 && accountDto.HasArrangement)
{
resultDto.PaymentPlanArrearsAmount = accountDto.Arrears;
}
if (accountDto.HasArrangement &&
(accountDto.PlanType == "Direct Debit" ||
accountDto.PlanType == "Debit Card" ||
accountDto.PlanType == "Credit Card"))
{
resultDto.PaymentPlanIsAutomated = true;
}
_statusDeriverProcess.DeriveStatusAndStatusSort(accountDto, resultDto);
// Override 'Can Make Payment' to false, if with solicitors (worked out by status deriver)
if (resultDto.AccountStatusIsWithSolicitors)
{
resultDto.CanMakePayment = false;
}
else
{
resultDto.CanMakePayment = accountDto.CanMakePayment;
}
resultDto.CanAmendPlan = accountDto.CanAmendPlan;
resultDto.DirectDebitInFlight = accountDto.DirectDebitInFlight;
resultDto.NextPlanPaymentDate = accountDto.NextPlanPaymentDate;
resultDto.AddedSinceLastLogin = accountDto.AddedSinceLastLogin;
resultDto.NeverAllowPlanTransfer = accountDto.NeverAllowPlanTransfer;
resultDto.PlanPendingTransfer = accountDto.PlanPendingTransfer;
resultDto.PlanTransferredFrom = accountDto.PlanTransferredFrom;
}
decimal?DeriveDiscountedBalance(ICaseFlowAccountCommon caseFlowAccountDto)
{
// If balances are equal, indicates no balance
if (!IsDiscountAccepted(caseFlowAccountDto))
{
return(null);
}
return(caseFlowAccountDto.DiscountedBalance);
}
// Updates the result Dto (passed up to portal), using CaseFlow information
public void DeriveStatusAndStatusSort(ICaseFlowAccountCommon caseFlowDto, MyAccountsSummaryResultDto resultDtoToBeUpdated)
{
// Closed
if ((caseFlowDto.OutstandingBalance ?? 0M) <= 0M &&
caseFlowDto.CanMakePayment == false &&
caseFlowDto.CanSetupIndividualPlan == false)
{
resultDtoToBeUpdated.AccountStatus = "Closed";
resultDtoToBeUpdated.AccountStatusSort = 5;
resultDtoToBeUpdated.AccountStatusIsClosed = true;
return;
}
// With Lowell Solicitors
if (caseFlowDto.Company == SolicitorsCompanyCode)
{
resultDtoToBeUpdated.AccountStatus = "With Lowell Solicitors";
resultDtoToBeUpdated.AccountStatusSort = 3;
resultDtoToBeUpdated.AccountStatusIsWithSolicitors = true;
return;
}
// View Account Details Only
if ((caseFlowDto.OutstandingBalance ?? 0M) > 0M &&
caseFlowDto.CanMakePayment == false &&
caseFlowDto.CanSetupIndividualPlan == false)
{
resultDtoToBeUpdated.AccountStatus = "View Account Details Only";
resultDtoToBeUpdated.AccountStatusSort = 4;
resultDtoToBeUpdated.AccountStatusIsViewOnly = true;
return;
}
// No Payment Arrangement
if ((caseFlowDto.OutstandingBalance ?? 0M) > 0M &&
caseFlowDto.HasArrangement == true)
{
resultDtoToBeUpdated.AccountStatus = "Plan in Place";
resultDtoToBeUpdated.AccountStatusSort = 1;
resultDtoToBeUpdated.CanManageAccount = true;
return;
}
// Otherwise... Must Plan in Place
resultDtoToBeUpdated.AccountStatus = "There are no payments set up on this account.";
resultDtoToBeUpdated.AccountStatusSort = 2;
resultDtoToBeUpdated.CanManageAccount = true;
}
public bool IsWithSolicitors(ICaseFlowAccountCommon caseFlowDto)
{
return(caseFlowDto.Company == SolicitorsCompanyCode);
}
bool IsDiscountAccepted(ICaseFlowAccountCommon caseFlowAccountDto)
{
return((caseFlowAccountDto.OutstandingBalance != caseFlowAccountDto.DiscountedBalance) && caseFlowAccountDto.HasArrangement);
}
