private PaymentModel ToPaymentModel(
ProviderPayment paymentInfo,
long ukprn,
FundingSourceType fundingSource,
decimal amount,
long jobId,
long?employerAccountId)
{
var learner = testSession.GetLearner(ukprn, paymentInfo.LearnerId);
var standardCode = paymentInfo.StandardCode;
if (!standardCode.HasValue)
{
var aim = learner.Aims.FirstOrDefault(a =>
{
var aimStartDate = a.StartDate.ToDate();
var aimStartPeriod = new CollectionPeriodBuilder().WithDate(aimStartDate).Build();
var aimDuration = string.IsNullOrEmpty(a.ActualDuration) ? a.PlannedDuration : a.ActualDuration;
var aimEndPeriod = AimPeriodMatcher.GetEndPeriodForAim(aimStartPeriod, aimDuration);
var aimFinishedInPreviousPeriod = aimEndPeriod.FinishesBefore(currentCollectionPeriod);
if (!aimFinishedInPreviousPeriod)
{
return(true);
}
if (a.CompletionStatus == CompletionStatus.Withdrawn && amount >= 0M)
{
return(false);
}
return(a.AimReference == "ZPROG001" && (a.CompletionStatus == CompletionStatus.Completed || a.CompletionStatus == CompletionStatus.Withdrawn));
});
standardCode = aim?.StandardCode ?? 0;
}
return(new PaymentModel
{
CollectionPeriod = new CollectionPeriodBuilder().WithSpecDate(paymentInfo.CollectionPeriod).Build(),
Ukprn = ukprn,
DeliveryPeriod = new DeliveryPeriodBuilder().WithSpecDate(paymentInfo.DeliveryPeriod).Build(),
TransactionType = paymentInfo.TransactionType,
ContractType = contractType,
Amount = amount,
FundingSource = fundingSource,
LearnerReferenceNumber = learner.LearnRefNumber,
JobId = jobId,
AccountId = employerAccountId,
LearningAimStandardCode = standardCode.Value
});
}
protected override IList <PayableEarningEvent> GetExpectedEvents()
{
var result = new List <PayableEarningEvent>();
var learnerIds = earningSpecs.Select(e => e.LearnerId).Distinct().ToList();
foreach (var learnerId in learnerIds)
{
var learnerSpec = testSession.GetLearner(provider.Ukprn, learnerId);
var fm36Learner = learnerSpecs.Single(l => l.LearnRefNumber == learnerSpec.LearnRefNumber);
var learner = new Learner
{
ReferenceNumber = learnerSpec.LearnRefNumber,
Uln = learnerSpec.Uln
};
if (learnerSpec.Aims.Count == 0)
{
learnerSpec.Aims.Add(new Aim
{
LearnerId = learnerSpec.LearnerIdentifier,
ProgrammeType = learnerSpec.Course.ProgrammeType,
FrameworkCode = learnerSpec.Course.FrameworkCode,
PathwayCode = learnerSpec.Course.PathwayCode,
StandardCode = learnerSpec.Course.StandardCode,
FundingLineType = learnerSpec.Course.FundingLineType,
AimReference = learnerSpec.Course.LearnAimRef
});
}
foreach (var aimSpec in learnerSpec.Aims.Where(a => AimPeriodMatcher.IsStartDateValidForCollectionPeriod(a.StartDate, collectionPeriod,
a.PlannedDurationAsTimespan, a.ActualDurationAsTimespan, a.CompletionStatus, a.AimReference, a.PlannedDuration, a.ActualDuration)))
{
var learningAim = new LearningAim
{
ProgrammeType = aimSpec.ProgrammeType,
FrameworkCode = aimSpec.FrameworkCode,
PathwayCode = aimSpec.PathwayCode,
StandardCode = aimSpec.StandardCode,
FundingLineType = aimSpec.FundingLineType,
Reference = aimSpec.AimReference
};
var aimEarningSpecs = earningSpecs.Where(e => e.LearnerId == learnerId && e.AimSequenceNumber.GetValueOrDefault(aimSpec.AimSequenceNumber) == aimSpec.AimSequenceNumber).ToList();
var fullListOfTransactionTypes = aimEarningSpecs.SelectMany(p => p.Values.Keys).Distinct().ToList();
var onProgEarnings = fullListOfTransactionTypes.Where(EnumHelper.IsOnProgType).ToList();
var incentiveEarnings = fullListOfTransactionTypes.Where(type => EnumHelper.IsIncentiveType(type, aimSpec.IsMainAim)).ToList();
if (aimSpec.AimReference == "ZPROG001" && onProgEarnings.Any())
{
var onProgEarning = new PayableEarningEvent
{
CollectionPeriod = collectionPeriod,
Ukprn = provider.Ukprn,
OnProgrammeEarnings = onProgEarnings.Select(tt => new OnProgrammeEarning
{
Type = (OnProgrammeEarningType)(int)tt,
Periods = aimEarningSpecs.Select(e => new EarningPeriod
{
Amount = e.Values[tt],
Period = e.DeliveryCalendarPeriod,
PriceEpisodeIdentifier = FindPriceEpisodeIdentifier(e.Values[tt], e, fm36Learner, tt)
}).ToList().AsReadOnly()
}).ToList(),
JobId = provider.JobId,
Learner = learner,
LearningAim = learningAim
};
result.Add(onProgEarning);
}
if (incentiveEarnings.Any())
{
var incentiveEarning = new PayableEarningEvent
{
CollectionPeriod = collectionPeriod,
Ukprn = provider.Ukprn,
IncentiveEarnings = incentiveEarnings.Select(tt => new IncentiveEarning
{
Type = (IncentiveEarningType)(int)tt,
Periods = aimEarningSpecs.Select(e => new EarningPeriod
{
Amount = e.Values[tt],
Period = e.DeliveryCalendarPeriod,
PriceEpisodeIdentifier = FindPriceEpisodeIdentifier(e.Values[tt], e, fm36Learner, tt)
}).ToList().AsReadOnly()
}).ToList(),
JobId = provider.JobId,
Learner = learner,
LearningAim = learningAim
};
result.Add(incentiveEarning);
}
}
}
return(result);
}
protected override IList <EarningEvent> GetExpectedEvents()
{
var result = new List <EarningEvent>();
var learnerIds = earningSpecs.Where(e => e.Ukprn == provider.Ukprn).Select(e => e.LearnerId).Distinct().ToList();
foreach (var learnerId in learnerIds)
{
var learnerSpec = testSession.GetLearner(provider.Ukprn, learnerId);
var fm36Learner = learnerSpecs.Single(l => l.LearnRefNumber == learnerSpec.LearnRefNumber);
var learner = new Learner
{
ReferenceNumber = learnerSpec.LearnRefNumber,
Uln = learnerSpec.Uln
};
if (learnerSpec.Aims.Count == 0)
{
learnerSpec.Aims.Add(new Aim
{
LearnerId = learnerSpec.LearnerIdentifier,
ProgrammeType = learnerSpec.Course.ProgrammeType,
FrameworkCode = learnerSpec.Course.FrameworkCode,
PathwayCode = learnerSpec.Course.PathwayCode,
StandardCode = learnerSpec.Course.StandardCode,
FundingLineType = learnerSpec.Course.FundingLineType,
AimReference = learnerSpec.Course.LearnAimRef
});
}
IEnumerable <Aim> currentAims;
// AimPeriodMatcher doesn't support completed aims from the past, this is a workaround until imminent refactoring
if (learnerSpec.Aims.Count == 1)
{
currentAims = learnerSpec.Aims;
}
else
{
currentAims = learnerSpec.Aims.Where(a => AimPeriodMatcher.IsStartDateValidForCollectionPeriod(a.StartDate, collectionPeriod,
a.PlannedDurationAsTimespan, a.ActualDurationAsTimespan, a.CompletionStatus, a.AimReference, a.PlannedDuration, a.ActualDuration));
}
foreach (var aimSpec in currentAims)
{
var learningAim = new LearningAim
{
ProgrammeType = aimSpec.ProgrammeType,
FrameworkCode = aimSpec.FrameworkCode,
PathwayCode = aimSpec.PathwayCode,
StandardCode = aimSpec.StandardCode,
Reference = aimSpec.AimReference
};
var aimEarningSpecs = earningSpecs.Where(e => e.LearnerId == learnerId && e.AimSequenceNumber.GetValueOrDefault(aimSpec.AimSequenceNumber) == aimSpec.AimSequenceNumber).ToList();
var fullListOfTransactionTypes = aimEarningSpecs.SelectMany(p => p.Values.Keys).Distinct().ToList();
var onProgEarnings = fullListOfTransactionTypes.Where(EnumHelper.IsOnProgType).ToList();
var functionalSkillEarnings = fullListOfTransactionTypes.Where(t => EnumHelper.IsFunctionalSkillType(t, aimSpec.IsMainAim)).ToList();
var incentiveEarnings = fullListOfTransactionTypes.Where(t => EnumHelper.IsIncentiveType(t, aimSpec.IsMainAim)).ToList();
if (aimSpec.IsMainAim && onProgEarnings.Any())
{
var contractTypeEarningsEvents = CreateContractTypeEarningsEventEarningEvent(provider.Ukprn);
foreach (var onProgEarning in contractTypeEarningsEvents)
{
onProgEarning.OnProgrammeEarnings = onProgEarnings.Select(tt => new OnProgrammeEarning
{
Type = (OnProgrammeEarningType)(int)tt,
Periods = GetEarningPeriods(aimEarningSpecs, aimSpec, onProgEarning, tt, fm36Learner).AsReadOnly()
}).ToList();
onProgEarning.JobId = provider.JobId;
onProgEarning.Learner = learner;
onProgEarning.LearningAim = learningAim;
result.Add(onProgEarning);
}
}
if (!aimSpec.IsMainAim && functionalSkillEarnings.Any())
{
var functionalSkillEarningsEvents = CreateFunctionalSkillEarningEvents(functionalSkillEarnings,
aimEarningSpecs,
fm36Learner,
learner,
learningAim,
aimSpec);
result.AddRange(functionalSkillEarningsEvents);
}
if (!aimSpec.IsMainAim && incentiveEarnings.Any())
{
var contractTypeIncentiveEarnings = CreateContractTypeEarningsEventEarningEvent(provider.Ukprn);
foreach (var incentiveEarning in contractTypeIncentiveEarnings)
{
incentiveEarning.IncentiveEarnings = incentiveEarnings.Select(tt => new IncentiveEarning
{
Type = (IncentiveEarningType)(int)tt,
Periods = GetEarningPeriods(aimEarningSpecs, aimSpec, incentiveEarning, tt, fm36Learner).AsReadOnly(),
}).ToList();
incentiveEarning.JobId = provider.JobId;
incentiveEarning.Learner = learner;
incentiveEarning.LearningAim = learningAim;
result.Add(incentiveEarning);
}
}
}
}
return(result);
}
protected override IList <ProviderPaymentEvent> GetExpectedEvents()
{
var expectedPayments = new List <ProviderPaymentEvent>();
var payments = paymentSpec.Where(p => p.ParsedCollectionPeriod.Period == collectionPeriod.Period &&
p.ParsedCollectionPeriod.AcademicYear == collectionPeriod.AcademicYear);
foreach (var providerPayment in payments)
{
var eventCollectionPeriod = new CollectionPeriodBuilder().WithSpecDate(providerPayment.CollectionPeriod).Build();
var deliveryPeriod = new DeliveryPeriodBuilder().WithSpecDate(providerPayment.DeliveryPeriod).Build();
var testLearner = testSession.GetLearner(provider.Ukprn, providerPayment.LearnerId);
var learner = new Learner
{
ReferenceNumber = testLearner.LearnRefNumber,
Uln = testLearner.Uln,
};
var standardCode = providerPayment.StandardCode;
if (!standardCode.HasValue)
{
var aim = testLearner.Aims.FirstOrDefault(a =>
{
var aimStartDate = a.StartDate.ToDate();
var aimStartPeriod = new CollectionPeriodBuilder().WithDate(aimStartDate).Build();
var aimDuration = string.IsNullOrEmpty(a.ActualDuration) ? a.PlannedDuration : a.ActualDuration;
var aimEndPeriod = AimPeriodMatcher.GetEndPeriodForAim(aimStartPeriod, aimDuration);
var aimFinishedInPreviousPeriod = aimEndPeriod.FinishesBefore(collectionPeriod);
if (!aimFinishedInPreviousPeriod)
{
return(true);
}
// withdrawal but payments made during period active
if (a.CompletionStatus == CompletionStatus.Withdrawn &&
providerPayment.LevyPayments >= 0M &&
providerPayment.SfaCoFundedPayments >= 0M &&
providerPayment.EmployerCoFundedPayments >= 0M &&
providerPayment.SfaFullyFundedPayments >= 0M)
{
return(false);
}
// retrospective withdrawal
return(a.AimReference == "ZPROG001" && (a.CompletionStatus == CompletionStatus.Completed || a.CompletionStatus == CompletionStatus.Withdrawn));
});
standardCode = aim?.StandardCode ?? 0;
}
if (providerPayment.SfaCoFundedPayments != 0)
{
var coFundedSfa = new SfaCoInvestedProviderPaymentEvent
{
TransactionType = providerPayment.TransactionType,
AmountDue = providerPayment.SfaCoFundedPayments,
CollectionPeriod = eventCollectionPeriod,
DeliveryPeriod = deliveryPeriod,
Learner = learner,
FundingSourceType = FundingSourceType.CoInvestedSfa,
LearningAim = new LearningAim {
StandardCode = standardCode.Value
},
AccountId = providerPayment.AccountId
};
expectedPayments.Add(coFundedSfa);
}
if (providerPayment.EmployerCoFundedPayments != 0)
{
var coFundedEmp = new EmployerCoInvestedProviderPaymentEvent
{
TransactionType = providerPayment.TransactionType,
AmountDue = providerPayment.EmployerCoFundedPayments,
CollectionPeriod = eventCollectionPeriod,
DeliveryPeriod = deliveryPeriod,
Learner = learner,
FundingSourceType = FundingSourceType.CoInvestedEmployer,
AccountId = providerPayment.AccountId,
LearningAim = new LearningAim {
StandardCode = standardCode.Value
}
};
expectedPayments.Add(coFundedEmp);
}
if (providerPayment.SfaFullyFundedPayments != 0)
{
var fullyFundedSfa = new SfaFullyFundedProviderPaymentEvent
{
TransactionType = providerPayment.TransactionType,
AmountDue = providerPayment.SfaFullyFundedPayments,
CollectionPeriod = eventCollectionPeriod,
DeliveryPeriod = deliveryPeriod,
Learner = learner,
AccountId = providerPayment.AccountId,
LearningAim = new LearningAim {
StandardCode = standardCode.Value
}
};
expectedPayments.Add(fullyFundedSfa);
}
if (providerPayment.LevyPayments != 0)
{
var levyFunded = new LevyProviderPaymentEvent
{
TransactionType = providerPayment.TransactionType,
AmountDue = providerPayment.LevyPayments,
CollectionPeriod = eventCollectionPeriod,
DeliveryPeriod = deliveryPeriod,
Learner = learner,
AccountId = providerPayment.AccountId,
LearningAim = new LearningAim {
StandardCode = standardCode.Value
}
};
expectedPayments.Add(levyFunded);
}
if (providerPayment.TransferPayments != 0)
{
var transferFunded = new TransferProviderPaymentEvent
{
TransactionType = providerPayment.TransactionType,
AmountDue = providerPayment.TransferPayments,
CollectionPeriod = eventCollectionPeriod,
DeliveryPeriod = deliveryPeriod,
Learner = learner,
AccountId = providerPayment.AccountId,
LearningAim = new LearningAim {
StandardCode = standardCode.Value
}
};
expectedPayments.Add(transferFunded);
}
}
return(expectedPayments);
}
