/// <summary>
/// This method transfers all certification data for later calls
/// </summary>
/// <param name="externalKey">The external primary key of the family</param>
/// <param name="transactionKey">The key for a particular transaction (you may have had several calls against one family)</param>
/// <param name="effectiveDate">The date this transaction is effective for, compliance may vary based on this date.</param>
/// <returns></returns>
public bool TransferDataForEligibilityCall(string externalKey, string transactionKey, DateTime effectiveDate)
{
bool returnValue = false;
try
{
//get the dt family
tcDTFamily tcDTFamily = _uow.DTFamilyRepository.Get(filter: f => f.ExternalKey == externalKey && f.TransactionKey == transactionKey).Single();
//transfer the family
tcFamily family = TransferDTFamilyToTCFamily(_uow, tcDTFamily, effectiveDate, externalKey, transactionKey);
//get the dtfamilymembers
IEnumerable <tcDTFamilyMember> dtFamilyMembers = _uow.DTFamilyMemberRepository.Get(filter: f => f.fkFamily == tcDTFamily.PK);
//transfer the family members
IEnumerable <tcFamilyMember> tcFamilyMembers = TransferDTFamilyMemberInfoToTCFamilyMemberInfo(_uow, dtFamilyMembers, family, tcDTFamily, transactionKey);
_uow.Save();
returnValue = true;
return(returnValue);
}
finally
{
_uow.Dispose();
}
}
public IEnumerable <tcAsset> ReturnTotalEligibleAssetsForFamily(tcFamily familyArg, IAssetRepository assetRepo)
{
//1. Snag the total asset value for the family
IEnumerable <tcAsset> assets = assetRepo.GetAssetsByFamily(familyArg.PK);
//2. Filter out inactive assets
assets = new AssetFilters().RemoveInactiveAssetsFromCollection(assets);
//3. Filter out ineligible family members
assets = new AssetFilters().RemoveInEligibleFamilyMemberAssetsFromCollection(assets);
return(assets);
}
/// <summary>
/// This method calcualtes the overall family member size in the standard IRS way. All members who have an eligible status and are currently marked as isactive. It's imporant to realize
/// that live in aide's will not be counted in the family size nor eligibility, but should be utilized for bedroom size calculations.
/// </summary>
/// <param name="familyArg"></param>
/// <param name="familyMemberRepo"></param>
/// <returns></returns>
public int CalculateFamilySize(tcFamily familyArg, IFamilyMemberRepository familyMemberRepo)
{
int familyMemberCount = 0;
var familyMembers = familyMemberRepo.GetFamilyMembersByFamilyID(familyArg.PK);
familyMemberCount = (from fm in familyMembers
where
fm.IsActive == true &&
fm.tcFamilyMemberStatu != null &&
fm.tcFamilyMemberStatu.FamilyMemberStatus.Trim().ToLower() != Constants.FamilyMemberStatus.NonEligibleFamilyMember.Trim().ToLower() && //let's ignore non eligible members
fm.tcFamilyMemberStatu.FamilyMemberStatus.Trim().ToLower() != Constants.FamilyMemberStatus.LiveInAide.Trim().ToLower() //we also don't utilize the live in aides,
select fm).Count();
return(familyMemberCount);
}
/// <summary>
/// This method is reponsible for transferring the family from data transfer tables to the tax credit tables. Afterwards we'll delete the family
/// from the dt tables to keep them clean. The tables are meant to be transactional.
///
/// </summary>
/// <param name="uow"></param>
/// <param name="tcDTFamily"></param>
/// <param name="effectiveDate"></param>
/// <param name="externalKey"></param>
/// <param name="transactionKey"></param>
/// <returns></returns>
private tcFamily TransferDTFamilyToTCFamily(CertificationTransferUnitOfWork uow, tcDTFamily tcDTFamily, DateTime effectiveDate, string externalKey, string transactionKey)
{
tcFamily newFamily = new tcFamily
{
EffectiveDate = effectiveDate,
IsActive = true,
IsFullTimeResidentialWorker = tcDTFamily.IsFullTimeResidentialWorker,
ExternalKey = externalKey,
transactionKey = transactionKey
};
//insert the family to the tc family
uow.FamilyRepository.Insert(newFamily);
//remove the family from dt
//uow.DTFamilyRepository.Delete(tcDTFamily.PK);
return(newFamily);
}
public decimal CalculateTotalAssetIncomeAmount(
tcFamily familyArg, IAssetRepository assetRepo, ISettingsRepository settingsRepo)
{
decimal totalAssetIncomeAmount = 0;
decimal totalAssetValue = 0;
decimal totalAssetIncome = 0;
//1. Get total assets for the family
IEnumerable <tcAsset> eligibleAssets =
new TotalAssetCalculationStandard().ReturnTotalEligibleAssetsForFamily(familyArg, assetRepo);
//2. Snag the total asset income
totalAssetIncome = eligibleAssets.Sum(asset => (asset.AnnualIncome ?? 0));
//3. Determine if asset value meets the HUD threshold
totalAssetIncomeAmount = CalculateTotalAssetAmountConsideringThreshold(
totalAssetValue, totalAssetIncome, settingsRepo);
return(totalAssetIncomeAmount);
}
public decimal CalculateTotalAssetAmount(tcFamily familyArg, IAssetRepository assetRepo)
{
decimal totalAssetValue = 0;
//incremental holding values
decimal totalWithDrawlPenalty = 0;
//1. Get all eligible assets
IEnumerable <tcAsset> eligibleAssets = ReturnTotalEligibleAssetsForFamily(familyArg, assetRepo);
//2. Snag the total asset value for the family
totalAssetValue = eligibleAssets.Sum(asset => asset.Value);
//3. Snag the total withdrawl penalty
totalWithDrawlPenalty = eligibleAssets.Sum(asset => (asset.WithdrawlPenalty ?? 0));
//4. Remove the penalty from the total asset value
totalAssetValue = totalAssetValue - totalWithDrawlPenalty;
return(totalAssetValue);
}
public decimal CalculateGrossNonAssetIncomeAmount(tcFamily familyArg, IIncomeRepository incomeRepo)
{
IncomeFilters incomeFilter = new IncomeFilters();
decimal grossNonAssetIncomeAmount = 0;
//1. Pull all the available incomes related to the family
IEnumerable <tcIncome> incomes = incomeRepo.GetIncomesByFamily(familyArg.PK);
//2. Filter out inactive incomes
incomes = RemoveInactiveIncomesFromCollection(incomes);
//2. Filter out the incomes of ineligible family members
incomes = incomeFilter.RemoveInEligibleFamilyMemberIncomesFromCollection(incomes);
//3. Remove earned income of dependents under the age of 18
incomes = incomeFilter.RemoveEarnedIncomesOfDependentsUnder18(incomes);
//4. Split full time student earned income over the age of 18 from the group, who are dependents, they have a 480 dollar cap per person
IEnumerable <tcIncome> studentIncomes = incomeFilter.RetrieveAdultStudentIncome(incomes);
//now calculate the earned income with 480 cap
decimal totalStudentEarnedIncome = CalculateEarnedIncomeForAdultStudents(studentIncomes, 480); //TODO: Change 480 to be a setting
//5. Gather remaining family member incomes
IEnumerable <tcIncome> standardIncomes = incomes.Where(
income => !studentIncomes.Select(x => x.PK).Contains(income.PK));
//Calculate total unearned and earned incomes for the remainder of the family
decimal totalStandardIncome = standardIncomes.Sum(i => i.YearlyIncomeAmount);
//add the two together to get total family grossnonassetincome
grossNonAssetIncomeAmount = CalculateGrossNonAssetIncome(
totalStudentEarnedIncome, totalStandardIncome);
return(grossNonAssetIncomeAmount);
}
/// <summary>
///
/// </summary>
/// <param name="uow"></param>
/// <param name="dtFamilyMembers"></param>
/// <param name="tcFamily"></param>
/// <param name="tcDTFamily"></param>
/// <param name="transactionKey"></param>
/// <returns></returns>
private IEnumerable <tcFamilyMember> TransferDTFamilyMemberInfoToTCFamilyMemberInfo(CertificationTransferUnitOfWork uow, IEnumerable <tcDTFamilyMember> dtFamilyMembers, tcFamily tcFamily, tcDTFamily tcDTFamily, string transactionKey)
{
tcFamilyMember newMember = null;
foreach (tcDTFamilyMember dtMember in dtFamilyMembers)
{
newMember = new tcFamilyMember
{
fkFamily = tcFamily.PK,
FirstName = dtMember.FirstName.Trim(),
LastName = dtMember.LastName.Trim(),
SSN = dtMember.SSN.Trim(),
MiddleInitial = dtMember.MiddleInitial.Trim(),
BirthDate = dtMember.BirthDate,
ExternalKey = dtMember.ExternalKey,
transactionKey = transactionKey,
fkFamilyMemberStatus = uow.FamilyMemberStatusRepository.Get(filter: s => s.FamilyMemberStatus.Trim().ToLower() ==
dtMember.tcDTFamilyMemberStatu.FamilyMemberStatus.Trim().ToLower() && s.IsActive).Single().PK,
fkGender = (dtMember.Gender.ToLower().Trim() == "m" ? uow.GenderRepository.Get(filter: gen => gen.Gender.Trim().ToLower() == "male" && gen.IsActive).Single()
: uow.GenderRepository.Get(filter: gen => gen.Gender.Trim().ToLower() != "female" && gen.IsActive).Single()).PK,
IsActive = true
};
//if they have a student status, let's hunt down the appropriate one and assign it to the family member
if (dtMember.tcDTStudentStatu != null)
{
newMember.fkStudentStatus = uow.StudentStatusRepository.Get(filter: s => s.StudentStatus.Trim().ToLower()
== dtMember.tcDTStudentStatu.StudentStatus.Trim().ToLower()).Single().PK;
}
//apply special status's for the members
if (dtMember.tcDTSpecialStatu != null)
{
newMember.fkSpecialStatus = uow.SpecialStatusRepository.Get(filter: s => s.SpecialStatus.Trim().ToLower()
== dtMember.tcDTSpecialStatu.SpecialStatus.Trim().ToLower()).Single().PK;
}
//transfer this members asset information
TransferDTAssetsToTCAssets(uow, dtMember, newMember);
//transfer this members income information
TransferDTIncomesToTCIncomes(uow, dtMember, newMember);
//add the family member to our context for later saving
uow.FamilyMemberRepository.Insert(newMember);
//remove the family member
//uow.DTFamilyMemberRepository.Delete(dtMember.PK);
}
return(uow.FamilyMemberRepository.InternalCollection);
}
