public async Task UpdateTemplate()
{
var options = TestHelper.GetDbContext("UpdateTemplate");
var temp1 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid(),
CompanyId = Guid.NewGuid(),
Name = "Template 1",
StartDate = DateTime.Now.AddDays(-1),
EndDate = DateTime.Now.AddDays(1),
BrokerSpecific = true,
Config = new Config()
};
var temp2 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid()
};
using (var context = new DataContext(options))
{
context.CommissionStatementTemplate.Add(temp2);
context.CommissionStatementTemplate.Add(temp1);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var template = new CommissionStatementTemplateEdit
{
Id = temp1.Id,
CompanyId = Guid.NewGuid(),
Name = "Template 1 updated",
StartDate = DateTime.Now.AddDays(-2),
EndDate = DateTime.Now.AddDays(2),
BrokerSpecific = false,
Config = GetValidConfig()
};
var service = new CommissionStatementTemplateService(context, null, null);
//When
var result = await service.UpdateTemplate(template);
//Then
Assert.True(result.Success);
var actual = await context.CommissionStatementTemplate.FindAsync(temp1.Id);
Assert.Equal(template.Name, actual.Name);
Assert.Equal(template.CompanyId, actual.CompanyId);
Assert.Equal(template.Config, actual.Config);
Assert.Equal(template.StartDate.Value.Date, actual.StartDate);
Assert.Equal(template.EndDate.Value.Date, actual.EndDate);
Assert.Equal(template.BrokerSpecific, actual.BrokerSpecific);
}
}
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 GetTemplate()
{
var options = TestHelper.GetDbContext("GetTemplate");
//Given
var temp1 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid(),
CompanyId = Guid.NewGuid(),
Name = "Template 1",
StartDate = DateTime.Now.AddDays(-1),
EndDate = DateTime.Now.AddDays(1),
BrokerSpecific = true,
Config = new Config()
};
var temp2 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid()
};
using (var context = new DataContext(options))
{
context.CommissionStatementTemplate.Add(temp2);
context.CommissionStatementTemplate.Add(temp1);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionStatementTemplateService(context, null, null);
//When
var actual = await service.GetTemplate(temp1.Id);
//Then
Assert.Equal(temp1.Id, actual.Id);
Assert.Equal(temp1.Name, actual.Name);
Assert.Equal(temp1.CompanyId, actual.CompanyId);
Assert.Equal(temp1.Config, actual.Config);
Assert.Equal(temp1.StartDate, actual.StartDate);
Assert.Equal(temp1.EndDate, actual.EndDate);
Assert.Equal(temp1.BrokerSpecific, actual.BrokerSpecific);
}
}
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 GetTemplates_DateFilter()
{
var options = TestHelper.GetDbContext("GetTemplates_DateFilter");
var now = DateTime.Now.Date;
//Given
//Start and End in scope
var temp1 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid(),
CompanyId = Guid.NewGuid(),
Name = "Template 1",
StartDate = now.AddMonths(-1),
EndDate = now.AddMonths(1),
BrokerSpecific = true,
Config = new Config()
};
//Old start, old end, out of scope
var temp2 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid(),
CompanyId = Guid.NewGuid(),
Name = "Template 2",
StartDate = now.AddMonths(-12),
EndDate = now.AddMonths(-10),
BrokerSpecific = true,
Config = new Config()
};
//Old start, no end, in scope
var temp3 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid(),
CompanyId = Guid.NewGuid(),
Name = "Template 3",
StartDate = now.AddMonths(-12),
EndDate = null,
BrokerSpecific = true,
Config = new Config()
};
//Future start, no end, out of scope
var temp4 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid(),
CompanyId = Guid.NewGuid(),
Name = "Template 4",
StartDate = now.AddDays(1),
EndDate = null,
BrokerSpecific = true,
Config = new Config()
};
//Future end, no start, in scope
var temp5 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid(),
CompanyId = Guid.NewGuid(),
Name = "Template 5",
StartDate = null,
EndDate = now.AddMonths(1),
BrokerSpecific = true,
Config = new Config()
};
//Old end, no start, out of scope
var temp6 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid(),
CompanyId = Guid.NewGuid(),
Name = "Template 6",
StartDate = null,
EndDate = now.AddMonths(-5),
BrokerSpecific = true,
Config = new Config()
};
using (var context = new DataContext(options))
{
context.CommissionStatementTemplate.Add(temp1);
context.CommissionStatementTemplate.Add(temp2);
context.CommissionStatementTemplate.Add(temp3);
context.CommissionStatementTemplate.Add(temp4);
context.CommissionStatementTemplate.Add(temp5);
context.CommissionStatementTemplate.Add(temp6);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionStatementTemplateService(context, null, null);
//When
var queryOptions = new CommissionStatementTemplateQueryOptions("", "", 0, 0);
queryOptions.Date = now;
var result = await service.GetTemplates(queryOptions);
//Then
Assert.Equal(3, result.TotalItems);
var templates = result.Items.ToArray();
Assert.Equal(3, templates.Count());
var actual = templates[0];
Assert.Equal(temp1.Id, actual.Id);
actual = templates[1];
Assert.Equal(temp3.Id, actual.Id);
actual = templates[2];
Assert.Equal(temp5.Id, actual.Id);
}
}
public async Task UpdateUnknownCommissionTypes_CommissionErrors()
{
var options = TestHelper.GetDbContext("UpdateUnknownCommissionTypes_CommissionErrors");
var user1 = TestHelper.InsertUserDetailed(options);
var company = TestHelper.InsertCompany(options);
var commissionType1 = TestHelper.InsertCommissionType(options);
var commissionType2 = TestHelper.InsertCommissionType(options);
var template1 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid(),
CompanyId = company.Id,
Config = new Config()
{
Sheets = new List <Sheet>()
{
new Sheet()
{
Config = new SheetConfig()
{
CommissionTypes = new CommissionTypes()
{
Types = new List <CommissionType>()
{
new CommissionType()
{
CommissionTypeCode = commissionType1.Code, Value = "abc"
},
new CommissionType()
{
CommissionTypeCode = commissionType2.Code, Value = "xyz"
}
}
}
}
}
}
}
};
var statement1 = new CommissionStatementEntity
{
Id = Guid.NewGuid(),
CompanyId = company.Id,
};
var statement2 = new CommissionStatementEntity
{
Id = Guid.NewGuid(),
CompanyId = Guid.NewGuid(),
};
var commission1 = new CommissionErrorEntity
{
Id = Guid.NewGuid(),
CommissionTypeId = OneAdvisor.Model.Commission.Model.Lookup.CommissionType.COMMISSION_TYPE_UNKNOWN_ID,
CommissionStatementId = statement1.Id,
Data = new ImportCommission()
{
CommissionTypeValue = "abc"
}
};
var commission2 = new CommissionErrorEntity
{
Id = Guid.NewGuid(),
CommissionTypeId = Guid.NewGuid(),
CommissionStatementId = statement1.Id,
Data = new ImportCommission()
{
CommissionTypeValue = "abc"
}
};
var commission3 = new CommissionErrorEntity
{
Id = Guid.NewGuid(),
CommissionTypeId = OneAdvisor.Model.Commission.Model.Lookup.CommissionType.COMMISSION_TYPE_UNKNOWN_ID,
CommissionStatementId = statement1.Id,
Data = new ImportCommission()
{
CommissionTypeValue = "xyz"
}
};
//Different company
var commission4 = new CommissionErrorEntity
{
Id = Guid.NewGuid(),
CommissionTypeId = OneAdvisor.Model.Commission.Model.Lookup.CommissionType.COMMISSION_TYPE_UNKNOWN_ID,
CommissionStatementId = statement2.Id,
Data = new ImportCommission()
{
CommissionTypeValue = "abc"
}
};
using (var context = new DataContext(options))
{
context.CommissionStatementTemplate.Add(template1);
context.CommissionStatement.Add(statement1);
context.CommissionError.Add(commission1);
context.CommissionError.Add(commission2);
context.CommissionError.Add(commission3);
context.CommissionError.Add(commission4);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
List <CommissionErrorEntity> updatedCommissionErrors = null;
var bulkActions = new Mock <IBulkActions>(MockBehavior.Strict);
bulkActions.Setup(c => c.BulkUpdateCommissionErrorsAsync(It.IsAny <DataContext>(), It.IsAny <IList <CommissionErrorEntity> >()))
.Callback((DataContext dc, IList <CommissionErrorEntity> errors) =>
{
updatedCommissionErrors = errors.ToList();
})
.Returns(Task.CompletedTask);
var service = new CommissionStatementTemplateService(context, null, bulkActions.Object);
//When
await service.UpdateUnknownCommissionTypes(template1.Id);
//Then
Assert.Equal(2, updatedCommissionErrors.Count);
Assert.Equal(commission1.Id, updatedCommissionErrors[0].Id);
Assert.Equal(commissionType1.Id, updatedCommissionErrors[0].CommissionTypeId);
Assert.Equal(commissionType1.Code, updatedCommissionErrors[0].Data.CommissionTypeCode);
Assert.Equal(commission3.Id, updatedCommissionErrors[1].Id);
Assert.Equal(commissionType2.Id, updatedCommissionErrors[1].CommissionTypeId);
Assert.Equal(commissionType2.Code, updatedCommissionErrors[1].Data.CommissionTypeCode);
}
}
public async Task GetDefaultConfig()
{
var options = TestHelper.GetDbContext("GetDefaultConfig");
var ct1 = new CommissionTypeEntity
{
Id = Guid.NewGuid(),
Name = "Type 1",
Code = "type_1"
};
var ct2 = new CommissionTypeEntity
{
Id = Guid.NewGuid(),
Name = "Type 2",
Code = "type_2"
};
using (var context = new DataContext(options))
{
context.CommissionType.Add(ct1);
context.CommissionType.Add(ct2);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var lookupService = new CommissionLookupService(context);
var service = new CommissionStatementTemplateService(context, lookupService, null);
//When
var config = await service.GetDefaultConfig();
var sheetConfig = config.Sheets.Single().Config;
//Then
Assert.Equal("", sheetConfig.HeaderIdentifier.Column);
Assert.Equal("", sheetConfig.HeaderIdentifier.Value);
var importCommissionProps = typeof(ImportCommission).GetProperties();
var fields = sheetConfig.Fields.ToList();
Assert.Equal(importCommissionProps.Count() - 4, fields.Count()); //minus 4 for Id, Currency, CommissionTypeValue and CommissionTypeCode
Assert.Equal("PolicyNumber", fields[0].Name);
Assert.Equal("A", fields[0].Column);
Assert.Equal("AmountIncludingVAT", fields[1].Name);
Assert.Equal("B", fields[1].Column);
Assert.Equal("VAT", fields[2].Name);
Assert.Equal("C", fields[2].Column);
Assert.Equal("LastName", fields[3].Name);
Assert.Equal("E", fields[3].Column);
Assert.Equal("DateOfBirth", fields[4].Name);
Assert.Equal("F", fields[4].Column);
Assert.Equal("FirstName", fields[5].Name);
Assert.Equal("G", fields[5].Column);
Assert.Equal("IdNumber", fields[6].Name);
Assert.Equal("H", fields[6].Column);
Assert.Equal("Initials", fields[7].Name);
Assert.Equal("I", fields[7].Column);
Assert.Equal("FullName", fields[8].Name);
Assert.Equal("J", fields[8].Column);
Assert.Equal("BrokerFullName", fields[9].Name);
Assert.Equal("K", fields[9].Column);
Assert.Equal("D", sheetConfig.CommissionTypes.MappingTemplate);
Assert.Equal("unknown", sheetConfig.CommissionTypes.DefaultCommissionTypeCode);
var types = sheetConfig.CommissionTypes.Types.ToList();
Assert.Equal("type_1", types[0].CommissionTypeCode);
Assert.Equal("type_1", types[0].Value);
Assert.Equal("type_2", types[1].CommissionTypeCode);
Assert.Equal("type_2", types[1].Value);
}
}
public async Task GetTemplates()
{
var options = TestHelper.GetDbContext("GetTemplates");
//Given
var temp1 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid(),
CompanyId = Guid.NewGuid(),
Name = "Template 1",
StartDate = DateTime.Now.AddDays(-1),
EndDate = DateTime.Now.AddDays(1),
BrokerSpecific = true,
Config = new Config()
};
var temp2 = new CommissionStatementTemplateEntity
{
Id = Guid.NewGuid(),
CompanyId = Guid.NewGuid(),
Name = "Template 2",
BrokerSpecific = false,
StartDate = DateTime.Now.AddDays(-1),
EndDate = DateTime.Now.AddDays(1),
Config = new Config()
};
using (var context = new DataContext(options))
{
context.CommissionStatementTemplate.Add(temp1);
context.CommissionStatementTemplate.Add(temp2);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionStatementTemplateService(context, null, null);
//When
var queryOptions = new CommissionStatementTemplateQueryOptions("", "", 0, 0);
var actual = await service.GetTemplates(queryOptions);
//Then
Assert.Equal(2, actual.TotalItems);
var templates = actual.Items.ToArray();
Assert.Equal(2, templates.Count());
var actual1 = templates[0];
Assert.Equal(temp1.Id, actual1.Id);
Assert.Equal(temp1.Name, actual1.Name);
Assert.Equal(temp1.CompanyId, actual1.CompanyId);
Assert.Equal(temp1.StartDate, actual1.StartDate);
Assert.Equal(temp1.EndDate, actual1.EndDate);
Assert.Equal(temp1.BrokerSpecific, actual1.BrokerSpecific);
var actual2 = templates[1];
Assert.Equal(temp2.Id, actual2.Id);
Assert.Equal(temp2.Name, actual2.Name);
Assert.Equal(temp2.CompanyId, actual2.CompanyId);
Assert.Equal(temp2.StartDate, actual2.StartDate);
Assert.Equal(temp2.EndDate, actual2.EndDate);
Assert.Equal(temp2.BrokerSpecific, actual2.BrokerSpecific);
}
}
