public static Facture GenerateForSinglePolicy(Policy p)
{
Facture f = new Facture();
List <PolicyItem> pi = PolicyItem.GetByPolicy(p.ID);
if (pi.Count == 1)
{
if (pi[0].RateDealInsuranceSubTypeID != null)
{
f.ClientID = pi[0].RateDealInsuranceSubType.RateDeal.ClientID;
}
else
{
f.ClientID = p.ClientID;
}
}
else
{
f.ClientID = p.ClientID;
}
//f.DateOfCreation = p.ApplicationDate;
f.DateOfCreation = DateTime.Today;
f.DocumentSubTypeID = DocumentSubType.GetByCode(DocumentSubType.FAKTURA_KLIENT).ID;
f.FactureNumber = CodeGenerator.GenerateFactureNumber();
f.FromDate = DateTime.Today;
f.ToDate = DateTime.Today;
f.TotalCost = p.TotalSum;
f.UserID = p.UserID;
List <Payment> lstPayments = Payment.GetByPolicyItemID(pi[0].ID);
if (lstPayments.Count > 0)
{
f.StatusID = Statuse.GetByCode(Statuse.DELUMNO_PLATENA_IZLEZNA_FAKTURA_KON_KLIENT).ID;
}
else
{
f.StatusID = Statuse.GetByCode(Statuse.NEPLATENA_IZLEZNA_FAKTURA_KON_KLIENT).ID;
}
f.DateOfPayment = DateTime.Today.Date.AddDays(int.Parse(Parameter.GetByCode(Parameter.DENOVI_ZA_NAPLATA_NA_FAKTURA).Value));
List <PolicyItem> lpi = PolicyItem.GetByPolicy(p.ID);
List <Rate> lstRates = Rate.GetByPolicyItemIDExtend(lpi.First().ID);
if (lstRates.Count > 1)
{
f.DateOfPayment = lstRates.Last().Date.AddDays(1);
}
f.InsuranceCompanyID = p.InsuranceCompanyID;
return(f);
}
public static int CreateGroupFacture(int userID, int clientID, DateTime startDate, DateTime endDate)
{
List <PolicyItem> items = PolicyItem.GetForGroupFactures(startDate, endDate, clientID);
Facture f = new Facture();
Parameter par = Parameter.GetByCode(Parameter.DENOVI_ZA_NAPLATA_NA_FAKTURA);
f.BrokerageValue = 0;
f.ClientID = clientID;
f.DateOfCreation = DateTime.Today;
f.DateOfPayment = f.DateOfCreation.AddDays(Convert.ToDouble(par.Value));
f.Discard = false;
f.DocumentSubTypeID = DocumentSubType.GetByCode(DocumentSubType.GRUPNA_FAKTURA).ID;
f.FactureNumber = CodeGenerator.GenerateFactureNumber();
f.FromDate = startDate;
f.InsuranceCompanyID = items[0].Policy.InsuranceCompanyID;
f.StatusID = Statuse.GetByCode(Statuse.NEPLATENA_GRUPNA_FAKTURA_KON_KLIENT).ID;
f.ToDate = endDate;
f.TotalCost = 0;
f.UserID = userID;
f.Insert();
decimal brokerageValue = 0;
decimal totalValue = 0;
int orderNumber = 0;
foreach (PolicyItem pi in items)
{
FactureItem fi = new FactureItem();
fi.BrokerageValue = pi.BrokerageValue;
brokerageValue += fi.BrokerageValue;
fi.Count = 1;
fi.Description = "Полиса бр. " + pi.PolicyNumber;
fi.FactureID = f.ID;
fi.InsuranceSubTypeID = pi.InsuranceSubTypeID;
fi.Number = ++orderNumber;
fi.PremiumValue = pi.PremiumValue;
totalValue += fi.PremiumValue;
fi.Insert();
PolicyItemFactureItem pifi = new PolicyItemFactureItem();
pifi.PolicyItemID = pi.ID;
pifi.FactureItemID = fi.ID;
pifi.Insert();
pi.UpdateFacturedStatus(true);
}
f.UpdateValues(totalValue, brokerageValue);
return(f.ID);
}
public static void UpdatePaidStatusForFactureExtend(int policyItemID)
{
Facture f = PolicyItemFactureItem.GetByPolicyItemID(policyItemID);
if (f != null)
{
decimal paidValuePerFacure = GetPaidValuesForFactureExtend(f);
Facture facture = Facture.Get(f.ID);
if (paidValuePerFacure == f.TotalCost)
{
if (facture.DocumentSubType.Code == DocumentSubType.GRUPNA_FAKTURA)
{
facture.StatusID = Statuse.GetByCode(Statuse.PLATENA_GRUPNA_FAKTURA_KON_KLIENT).ID;
}
else if (facture.DocumentSubType.Code == DocumentSubType.FAKTURA_KLIENT)
{
facture.StatusID = Statuse.GetByCode(Statuse.PLATENA_IZLEZNA_FAKTURA_KON_KLIENT).ID;
}
}
else if (paidValuePerFacure == 0)
{
if (facture.DocumentSubType.Code == DocumentSubType.GRUPNA_FAKTURA)
{
facture.StatusID = Statuse.GetByCode(Statuse.NEPLATENA_GRUPNA_FAKTURA_KON_KLIENT).ID;
}
else if (facture.DocumentSubType.Code == DocumentSubType.FAKTURA_KLIENT)
{
facture.StatusID = Statuse.GetByCode(Statuse.NEPLATENA_IZLEZNA_FAKTURA_KON_KLIENT).ID;
}
}
else
{
if (facture.DocumentSubType.Code == DocumentSubType.GRUPNA_FAKTURA)
{
facture.StatusID = Statuse.GetByCode(Statuse.DELUMNO_PLATENA_GRUPNA_FAKTURA_KON_KLIENT).ID;
}
else if (facture.DocumentSubType.Code == DocumentSubType.FAKTURA_KLIENT)
{
facture.StatusID = Statuse.GetByCode(Statuse.DELUMNO_PLATENA_IZLEZNA_FAKTURA_KON_KLIENT).ID;
}
}
Facture.Table.Context.SubmitChanges();
}
}
public static Facture Generate(DateTime startDate, DateTime endDate, InsuranceCompany ic, User u, DateTime dateOfPayment, List <PolicyItem> policiesToRemove)
{
List <Payment> paymentList = Payment.GetForFactureByDateAndInsuranceCompany(endDate, ic.ID);
decimal brokerageValue = 0;
decimal totalSum = 0;
decimal currentBrokerageValue = 0;
Dictionary <int, decimal[]> dictionary = new Dictionary <int, decimal[]>();
List <PolicyItem> policyItemList = new List <PolicyItem>();
foreach (Payment p in paymentList)
{
//Koeficient so cel da se presmetuva brokerazata na polisiranata premija
decimal k = 1;
if (p.Rate.PolicyItem.PremiumValue > 0)
{
k = p.Rate.PolicyItem.RealPremiumValue / p.Rate.PolicyItem.PremiumValue;
}
PolicyItem policyItem = p.Rate.PolicyItem;
if (!policiesToRemove.Contains(policyItem))
{
if (!policyItemList.Contains(policyItem))
{
policyItemList.Add(policyItem);
}
if (policyItem.Policy.PacketID != null)
{
if (policyItem.Policy.Client.IsLaw)
{
currentBrokerageValue = k * p.Value * policyItem.PacketsInsuranceSubType.BrokeragePecentageForLaws / 100;
}
else
{
currentBrokerageValue = k * p.Value * policyItem.PacketsInsuranceSubType.BrokeragePecentageForPrivates / 100;
}
}
else
{
if (policyItem.Policy.Client.IsLaw)
{
currentBrokerageValue = k * p.Value * policyItem.Brokerage.PercentageForLaws / 100;
}
else
{
currentBrokerageValue = k * p.Value * policyItem.Brokerage.PercentageForPrivates / 100;
}
}
brokerageValue += currentBrokerageValue;
if (dictionary.ContainsKey(policyItem.InsuranceSubTypeID))
{
dictionary[policyItem.InsuranceSubTypeID][0] += currentBrokerageValue;
dictionary[policyItem.InsuranceSubTypeID][1] += p.Value;
// dictionary[policyItem.InsuranceSubTypeID][2] += 1;
}
else
{
decimal[] newValues = { currentBrokerageValue, p.Value /*, 1 */ };
dictionary.Add(policyItem.InsuranceSubTypeID, newValues);
}
totalSum += p.Value;
}
}
//da se zemat vo predvid i zaokruzuvanjata
decimal calcBrokValue = 0;
foreach (KeyValuePair <int, decimal[]> kvp in dictionary)
{
calcBrokValue += ScaleController.Scale5(kvp.Value[0]);
}
if (policyItemList.Count > 0)
{
Facture f = new Facture();
//f.BrokerageValue = ScaleController.Scale5(brokerageValue);
f.BrokerageValue = calcBrokValue;
f.TotalCost = totalSum;
int clientID = 1;
Client client = Client.GetByEmbg(ic.EMBG);
if (client != null)
{
clientID = client.ID;
}
else
{
Client newClient = new Client();
newClient.Address = ic.Address;
newClient.EMail = string.Empty;
newClient.EMBG = ic.EMBG;
newClient.Fax = string.Empty;
newClient.IsInsuranceCompany = true;
newClient.Mobile = string.Empty;
newClient.Name = ic.Name;
newClient.Phone = string.Empty;
newClient.PlaceID = Place.Table.First().ID;
newClient.Insert();
clientID = newClient.ID;
}
f.ClientID = clientID;
f.DateOfCreation = DateTime.Today;
f.DocumentSubTypeID = DocumentSubType.GetByCode(DocumentSubType.FAKTURA_PROVIZIJA).ID;
//f.FactureNumber = CodeGenerator.GenerateFactureNumber();
f.FactureNumber = CodeGenerator.GenerateFactureNumberForBrokerageFactures();
f.FromDate = startDate;
f.ToDate = endDate;
f.StatusID = Statuse.GetByCode(Statuse.NEPLATENA_IZLEZNA_FAKTURA_ZA_PROVIZIJA).ID;
f.DateOfPayment = dateOfPayment;
f.Discard = false;
f.InsuranceCompanyID = ic.ID;
f.UserID = u.ID;
f.Insert();
//List<FactureItem> listFactureItems = new List<FactureItem>();
int ordinalNumber = 1;
foreach (KeyValuePair <int, decimal[]> kvPair in dictionary)
{
FactureItem fi = new FactureItem();
fi.Facture = f;
fi.BrokerageValue = ScaleController.Scale5(kvPair.Value[0]);
fi.PremiumValue = kvPair.Value[1];
fi.Number = ordinalNumber;
fi.InsuranceSubTypeID = kvPair.Key;
List <PolicyItem> subList = policyItemList.Where(c => c.InsuranceSubTypeID == kvPair.Key).ToList();
fi.Count = subList.Count;
fi.Description = InsuranceSubType.Get(kvPair.Key).ShortDescription;
ordinalNumber++;
f.FactureItems.Add(fi);
fi.Insert();
PolicyItemFactureItem.InsertForFacture(fi, subList);
}
Payment.SetFactured(paymentList, f, policiesToRemove);
return(f);
}
return(null);
}
public static Facture GenerateForLife(DateTime startDate, DateTime endDate, InsuranceCompany ic, User u, DateTime dateOfPayment, List <LifePolicy> policiesToRemove)
{
List <LifePolicyBrokerage> paymentList = LifePolicyBrokerage.Table.Where(c => c.LifePolicy.InsuranceCompanyID == ic.ID && c.LifePolicy.Discard == false &&
c.FromDate.Date <= endDate.Date).ToList();
decimal brokerageValue = 0;
decimal totalSum = 0;
Dictionary <int, decimal[]> dictionary = new Dictionary <int, decimal[]>();
List <LifePolicy> policyItemList = new List <LifePolicy>();
foreach (LifePolicyBrokerage p in paymentList)
{
if (!policiesToRemove.Contains(p.LifePolicy))
{
if (!policyItemList.Contains(p.LifePolicy))
{
policyItemList.Add(p.LifePolicy);
}
brokerageValue += p.Value;
if (dictionary.ContainsKey(p.LifePolicy.InsuranceSubTypeID))
{
dictionary[p.LifePolicy.InsuranceSubTypeID][0] += brokerageValue;
dictionary[p.LifePolicy.InsuranceSubTypeID][1] += p.LifePolicy.TotalPremumValue;
}
else
{
decimal[] newValues = { brokerageValue, p.LifePolicy.TotalPremumValue };
dictionary.Add(p.LifePolicy.InsuranceSubTypeID, newValues);
}
totalSum += p.LifePolicy.TotalPremumValue;
}
}
//da se zemat vo predvid i zaokruzuvanjata
decimal calcBrokValue = 0;
foreach (KeyValuePair <int, decimal[]> kvp in dictionary)
{
calcBrokValue += ScaleController.Scale5(kvp.Value[0]);
}
if (policyItemList.Count > 0)
{
Facture f = new Facture();
//f.BrokerageValue = ScaleController.Scale5(brokerageValue);
f.BrokerageValue = calcBrokValue;
f.TotalCost = totalSum;
int clientID = 1;
Client client = Client.GetByEmbg(ic.EMBG);
if (client != null)
{
clientID = client.ID;
}
else
{
Client newClient = new Client();
newClient.Address = ic.Address;
newClient.EMail = string.Empty;
newClient.EMBG = ic.EMBG;
newClient.Fax = string.Empty;
newClient.IsInsuranceCompany = true;
newClient.Mobile = string.Empty;
newClient.Name = ic.Name;
newClient.Phone = string.Empty;
newClient.PlaceID = Place.Table.First().ID;
newClient.Insert();
clientID = newClient.ID;
}
f.ClientID = clientID;
f.DateOfCreation = DateTime.Today;
f.DocumentSubTypeID = DocumentSubType.GetByCode(DocumentSubType.IZLEZNA_FAKTURA_ZA_PROVZIJA_ZA_ZIVOTNO_OSUGURUVANjE).ID;
f.FactureNumber = CodeGenerator.GenerateFactureNumber();
f.FromDate = startDate;
f.ToDate = endDate;
f.StatusID = Statuse.GetByCode(Statuse.NEPLATENA_IZLEZNA_FAKTURA_ZA_PROVIZIJA_ZA_ZIVOTNO).ID;
f.DateOfPayment = dateOfPayment;
f.Discard = false;
f.InsuranceCompanyID = ic.ID;
f.UserID = u.ID;
f.Insert();
//List<FactureItem> listFactureItems = new List<FactureItem>();
int ordinalNumber = 1;
foreach (KeyValuePair <int, decimal[]> kvPair in dictionary)
{
FactureItem fi = new FactureItem();
fi.Facture = f;
fi.BrokerageValue = ScaleController.Scale5(kvPair.Value[0]);
fi.PremiumValue = kvPair.Value[1];
fi.Number = ordinalNumber;
fi.InsuranceSubTypeID = kvPair.Key;
List <LifePolicy> subList = policyItemList.Where(c => c.InsuranceSubTypeID == kvPair.Key).ToList();
fi.Count = subList.Count;
fi.Description = InsuranceSubType.Get(kvPair.Key).ShortDescription;
ordinalNumber++;
f.FactureItems.Add(fi);
fi.Insert();
LifePolicyFactureItem.InsertForFacture(fi, subList);
}
LifePolicyBrokerage.SetFactured(paymentList, f, policiesToRemove);
return(f);
}
return(null);
}
public static AccountFacture Generate(string factureNumber, DateTime startDate, DateTime endDate, InsuranceCompany ic, User u, DateTime dateOfPayment, List <PolicyItem> policiesToInclude, Branch branch)
{
decimal brokerageValue = 0;
decimal totalSum = 0;
decimal currentBrokerageValue = 0;
Dictionary <int, decimal[]> dictionary = new Dictionary <int, decimal[]>();
Dictionary <int, List <int> > dictionaryPolList = new Dictionary <int, List <int> >();
foreach (PolicyItem policyItem in policiesToInclude)
{
if (policyItem.Policy.PacketID != null)
{
if (policyItem.Policy.Client.IsLaw)
{
currentBrokerageValue = policyItem.PremiumValue * policyItem.PacketsInsuranceSubType.BrokeragePecentageForLaws / 100;
}
else
{
currentBrokerageValue = policyItem.PremiumValue * policyItem.PacketsInsuranceSubType.BrokeragePecentageForPrivates / 100;
}
}
else
{
if (policyItem.Policy.Client.IsLaw)
{
currentBrokerageValue = policyItem.PremiumValue * policyItem.Brokerage.PercentageForLaws / 100;
}
else
{
currentBrokerageValue = policyItem.PremiumValue * policyItem.Brokerage.PercentageForPrivates / 100;
}
}
brokerageValue += currentBrokerageValue;
if (dictionary.ContainsKey(policyItem.InsuranceSubTypeID))
{
dictionary[policyItem.InsuranceSubTypeID][0] += currentBrokerageValue;
dictionary[policyItem.InsuranceSubTypeID][1] += policyItem.PremiumValue;
//dictionary[policyItem.InsuranceSubTypeID][2] += 1;
dictionaryPolList[policyItem.InsuranceSubTypeID].Add(policyItem.ID);
}
else
{
decimal[] newValues = { currentBrokerageValue, policyItem.PremiumValue /*, 1*/ };
dictionary.Add(policyItem.InsuranceSubTypeID, newValues);
List <int> cL = new List <int>();
cL.Add(policyItem.ID);
dictionaryPolList.Add(policyItem.InsuranceSubTypeID, cL);
}
totalSum += policyItem.PremiumValue;
}
//da se zemat vo predvid i zaokruzuvanjata
decimal calcBrokValue = 0;
foreach (KeyValuePair <int, decimal[]> kvp in dictionary)
{
calcBrokValue += ScaleController.Scale5(kvp.Value[0]);
}
if (policiesToInclude.Count > 0)
{
AccountFacture f = new AccountFacture();
//f.BrokerageValue = ScaleController.Scale5(brokerageValue);
f.BrokerageValue = calcBrokValue;
f.TotalCost = totalSum;
int clientID = 1;
Client client = Client.GetByEmbg(ic.EMBG);
if (client != null)
{
clientID = client.ID;
}
else
{
Client newClient = new Client();
newClient.Address = ic.Address;
newClient.EMail = string.Empty;
newClient.EMBG = ic.EMBG;
newClient.Fax = string.Empty;
newClient.IsInsuranceCompany = true;
newClient.Mobile = string.Empty;
newClient.Name = ic.Name;
newClient.Phone = string.Empty;
newClient.PlaceID = Place.Table.First().ID;
newClient.Insert();
clientID = newClient.ID;
}
f.ClientID = clientID;
f.DateOfCreation = DateTime.Today;
f.DocumentSubTypeID = DocumentSubType.GetByCode(DocumentSubType.FAKTURA_PROVIZIJA).ID;
f.FactureNumber = factureNumber; //CodeGenerator.GenerateFactureNumber();
f.FromDate = startDate;
f.ToDate = endDate;
f.BranchID = branch.ID;
f.StatusID = Statuse.GetByCode(Statuse.NEPLATENA_IZLEZNA_FAKTURA_ZA_PROVIZIJA).ID;
f.DateOfPayment = dateOfPayment;
f.Discard = false;
f.InsuranceCompanyID = ic.ID;
f.UserID = u.ID;
f.IsAccountBooked = false;
f.Insert();
int ordinalNumber = 1;
foreach (KeyValuePair <int, decimal[]> kvPair in dictionary)
{
AccountFactureItem fi = new AccountFactureItem();
fi.FactureID = f.ID;
fi.BrokerageValue = ScaleController.Scale5(kvPair.Value[0]);
fi.PremiumValue = kvPair.Value[1];
fi.Number = ordinalNumber;
fi.InsuranceSubTypeID = kvPair.Key;
fi.Count = dictionaryPolList[kvPair.Key].Count;
fi.Description = InsuranceSubType.Get(kvPair.Key).ShortDescription;
ordinalNumber++;
fi.Insert();
AccountFactureItemPolicyItem.InsertForFacture(fi.ID, dictionaryPolList[kvPair.Key]);
}
PolicyItem.SetIsAccountFactured(policiesToInclude);
return(f);
}
return(null);
}