private Model.Invoice createInvoiceFromEngagement(Model.BillingType?billingType = null)
{
Regex rgx = new Regex("[^a-zA-Z0-9 -]");
var name = this._engagement.Name;
name = rgx.Replace(name, "");
name = Regex.Replace(name, @"[\d-]", "");
name = Regex.Replace(name, @"\s+", "");
name = name.Substring(0, 3).ToUpper();
name = name + this._engagement.ClientId.ToString().Substring(0, 3).ToUpper();
name = name + this._generator.BillingDate.ToString("yy") + this._generator.BillingDate.ToString("MM");
var invoice = new Model.Invoice();
invoice.Name = name;
invoice.BilledOn = this._generator.BillingDate.AddHours(12);
if (this._engagement.HasParentEngagement == true)
{
invoice.StartDate = DateTime.SpecifyKind(this._engagement.GetInvoicePeriodStartDate(this._generator.BillingDate, this._isNewEngagement, billingType, "Quarterly"), DateTimeKind.Utc).AddHours(12);
invoice.EndDate = DateTime.SpecifyKind(this._engagement.GetInvoicePeriodEndDate(this._generator.BillingDate, this._isNewEngagement, billingType), DateTimeKind.Utc).AddHours(12);
}
else
{
invoice.StartDate = DateTime.SpecifyKind(this._engagement.GetInvoicePeriodStartDate(this._generator.BillingDate, this._isNewEngagement, billingType), DateTimeKind.Utc).AddHours(12);
invoice.EndDate = DateTime.SpecifyKind(this._engagement.GetInvoicePeriodEndDate(this._generator.BillingDate, this._isNewEngagement, billingType), DateTimeKind.Utc).AddHours(12);
}
invoice.EarnedOn = invoice.EndDate;
invoice.DaysToPay = this._engagement.GetDaysToPay();
invoice.GeneralLedgerAccountId = this._engagement.GetGeneralLedgerAccountId();
invoice.EngagementId = this._engagement.Id;
invoice.ClientId = this._engagement.ClientId;
return(invoice);
}
private Model.Invoice modifyForInArrearsTermination(Model.Invoice invoice)
{
var terminationDate = this._engagementTerminationDate.Date;
if (this._engagementProductType.BillingFrequency == "Quarterly")
{
var beginQuarterMonths = new int[] { 1, 4, 7, 10 };
var endQuarterMonths = new int[] { 3, 6, 9, 12 };
var beginingOfMonth = terminationDate.Day == 1;
var endOfMonth = terminationDate.Day == DateTime.DaysInMonth(terminationDate.Year, terminationDate.Month);
if (beginingOfMonth && beginQuarterMonths.Contains(terminationDate.Month) == true)
{
}
else if (endOfMonth && endQuarterMonths.Contains(terminationDate.Month) == true)
{
}
else
{
//terminationDate = terminationDate.AddDays(-1);
}
}
else if (this._engagementProductType.BillingFrequency == "Monthly")
{
var beginingOfMonth = terminationDate.Day == 1;
var endOfMonth = terminationDate.Day == DateTime.DaysInMonth(terminationDate.Year, terminationDate.Month);
if (beginingOfMonth == false && endOfMonth == false)
{
//terminationDate = terminationDate.AddDays(-1);
}
}
else
{
if (terminationDate.Day == 1 && terminationDate.Month == 1)
{
}
else if (terminationDate.Day == 31 && terminationDate.Month == 12)
{
}
else
{
//terminationDate = terminationDate.AddDays(-1);
}
}
var typicalInvoiceFee = Calculator.CalculateInvoiceFee(this._annualFee, this._engagementProductType, this._generator.BillingDate, this._engagementEffectiveDate, false, this._isNewEngagement, this._engagementEffectiveDate);
var invoiceCredit = Calculator.CalculateInvoiceCredit(this._isTerminatedEngagement, typicalInvoiceFee, terminationDate, this._engagementProductType);
invoice.InvoiceFee = typicalInvoiceFee - invoiceCredit;
invoice.InvoiceCredit = 0;
return(invoice);
}
/// <summary>
/// Verifies that there should be an invoice given the invoice period, and
/// modifies vendor search invoice fee where applicable.
/// </summary>
/// <param name="invoice"></param>
/// <returns></returns>
/// <remarks>Kind of an awkward method. Needs refactoring.</remarks>
private bool isInvalidInvoicePeriodForEngagement(Model.Invoice invoice)
{
var productType = this._engagement.GetProductTypeDetail();
// Vendor Search
if (this._engagement.ProductType == 11)
{
if (this._engagement.ContractTerminationDate.Date > invoice.StartDate.Date)
{
if (invoice.StartDate.Date <= this._engagement.EffectiveDate.Date && invoice.EndDate.Date > this._engagement.EffectiveDate.Date)
{
invoice.InvoiceFee = invoice.AnnualFee / 2m;
return(false);
}
else if (invoice.StartDate.Date <= this._engagement.EffectiveDate.Date.AddMonths(5) && invoice.EndDate.Date > this._engagement.EffectiveDate.Date.AddMonths(5))
{
invoice.InvoiceFee = invoice.AnnualFee / 2m;
return(false);
}
else
{
return(true);
}
}
else
{
return(true);
}
}
else if (productType.IsTieredRate == false && productType.IsServiceOngoing == false) // other services and projects
{
var endOfQuarterMonths = new int[] { 3, 6, 9, 12 };
if (this._engagement.HasParentEngagement == true && endOfQuarterMonths.Contains(invoice.BilledOn.Month) == false)
{
return(true);
}
}
return(false);
}
private void _createInvoiceRecordInCrm(Model.Invoice invoice, List <CRM.Model.Invoice> currentInvoices)
{
// insert invoice record into crm with invoice credit line item if applicable
// update invoice record if it already exists, don't update if statusreason is locked
// if invoice fee is 0 and invoice credit is 0, don't create invoice
var crmInvoice = new CRM.Model.Invoice(invoice);
var currentInvoice = currentInvoices
.FindAll(x => x.EngagementId == invoice.EngagementId)
.Find(x => x.BillingType == (int)invoice.BillingType);
if (invoice.InvoiceFee + invoice.InvoiceCredit + invoice.LineItems.Count <= 0)
{
return;
}
else if (currentInvoice != null && currentInvoice.StatusReason == 100000000)
{
return;
}
else if (currentInvoice != null)
{
crmInvoice.Id = currentInvoice.Id;
}
var isNew = false;
if (crmInvoice.Id == Guid.Empty)
{
isNew = true;
crmInvoice.Id = Guid.NewGuid();
}
CRM.Data.Invoice.Save(crmInvoice, isNew);
this._createInvoiceLineItemRecordsInCrm(crmInvoice, invoice);
this._createGlaInvoiceTeamSplitRecordsInCrm(crmInvoice, invoice);
}
private void _createGlaInvoiceTeamSplitRecordsInCrm(CRM.Model.Invoice crmInvoice, Model.Invoice invoice)
{
var engagement = this.Engagements.Find(x => x.Id == crmInvoice.EngagementId);
var splitsAccounts = this.GlaInvoiceTeamSplitsAccounts
.FindAll(x => x.AccountId == engagement.ClientId)
.FindAll(x => x.ProductType == engagement.ProductType)
.FindAll(x => x.StartDate.Date <= ((DateTime)crmInvoice.EndDate).Date)
.FindAll(x => x.EndDate.Date > ((DateTime)crmInvoice.StartDate).Date);
foreach (var split in splitsAccounts)
{
var splitsInvoice = this.GlaInvoiceTeamSplitsInvoices
.FindAll(x => x.InvoiceId == crmInvoice.Id)
.FindAll(x => x.GeneralLedgerAccountId == split.GeneralLedgerAccountId || (x.GeneralLedgerAccountId == Guid.Empty && split.GeneralLedgerAccountId == Guid.Empty))
.Find(x => x.StartDate.Date == split.StartDate.Date || x.StartDate.Date == ((DateTime)crmInvoice.StartDate).Date);
var isNew = true;
if (splitsInvoice != null)
{
split.Id = splitsInvoice.Id;
isNew = false;
}
var totalSplit = split.TotalSplit;
var startDate = split.StartDate;
if (split.StartDate.Date <= ((DateTime)crmInvoice.StartDate).Date)
{
split.StartDate = (DateTime)crmInvoice.StartDate;
}
else
{
var coveredDays = 1 + (decimal)(((DateTime)crmInvoice.EndDate).Date - split.StartDate.Date).TotalDays;
var totalDays = 1 + (decimal)(((DateTime)crmInvoice.EndDate).Date - ((DateTime)crmInvoice.StartDate).Date).TotalDays;
split.TotalSplit = (coveredDays / totalDays) * 100.00m;
}
var endDate = split.EndDate;
if (split.EndDate.Date >= ((DateTime)crmInvoice.EndDate).Date)
{
split.EndDate = (DateTime)crmInvoice.EndDate;
}
else
{
var coveredDays = 1 + (decimal)(split.EndDate.Date - ((DateTime)crmInvoice.StartDate).Date).TotalDays;
var totalDays = 1 + (decimal)(((DateTime)crmInvoice.EndDate).Date - ((DateTime)crmInvoice.StartDate).Date).TotalDays;
split.TotalSplit = (coveredDays / totalDays) * 100.00m;
}
var accountId = split.AccountId;
var invoiceId = split.InvoiceId;
var invoiceLineItemId = split.InvoiceLineItemId;
split.InvoiceId = crmInvoice.Id;
split.AccountId = Guid.Empty;
split.InvoiceLineItemId = Guid.Empty;
CRM.Data.GlaInvoiceTeamSplit.Save(split, isNew);
split.AccountId = accountId;
split.InvoiceId = invoiceId;
split.InvoiceLineItemId = invoiceLineItemId;
split.StartDate = startDate;
split.EndDate = endDate;
split.TotalSplit = totalSplit;
}
}
private void _createInvoiceLineItemRecordsInCrm(CRM.Model.Invoice crmInvoice, Model.Invoice invoice)
{
var crmLineItems = CRM.Data.InvoiceLineItem.Retrieve(crmInvoice);
foreach (var lineItem in invoice.LineItems)
{
var crmLineItem = new CRM.Model.InvoiceLineItem(lineItem);
crmLineItem.CustomerInvoiceId = crmInvoice.Id;
var matchingLineItem = crmLineItems
.FindAll(x => x.LineItemType == crmLineItem.LineItemType)
.Find(x => x.Name == crmLineItem.Name);
if (matchingLineItem != null)
{
crmLineItem.Id = matchingLineItem.Id;
}
CRM.Data.InvoiceLineItem.Save(crmLineItem);
this._createGlaInvoiceLineItemTeamSplitRecordsInCrm(crmInvoice, crmLineItem, lineItem);
}
}