public async Task <BasicAwardCalculationResponseDTO> PerformBasicAwardCalculationAsync(
BasicAwardCalculationRequestModel data,
IOptions <ConfigLookupRoot> options)
{
DateTime date = DateTime.Today;
var taxRate = ConfigValueLookupHelper.GetTaxRate(options, date);
var niThreshold = ConfigValueLookupHelper.GetNIThreshold(options, date);
var niUpperThreshold = ConfigValueLookupHelper.GetNIUpperThreshold(options, date);
var niRate = ConfigValueLookupHelper.GetNIRate(options, date);
var niUpperRate = ConfigValueLookupHelper.GetNIUpperRate(options, date);
decimal taxDeducted = Math.Round(await data.BasicAwardAmount.GetTaxDeducted(taxRate, data.IsTaxable), 2);
decimal niDeducted = Math.Round(await data.BasicAwardAmount.GetNIDeducted(niThreshold, niUpperThreshold, niRate, niUpperRate, data.IsTaxable), 2);
var response = new BasicAwardCalculationResponseDTO()
{
GrossEntitlement = Math.Round(data.BasicAwardAmount, 2),
IsTaxable = data.IsTaxable,
TaxDeducted = taxDeducted,
NIDeducted = niDeducted,
NetEntitlement = Math.Round(data.BasicAwardAmount, 2) - taxDeducted - niDeducted,
PreferentialClaim = 0m,
NonPreferentialClaim = Math.Round(data.BasicAwardAmount, 2)
};
return(await Task.FromResult(response));
}
public void GetTaxRate_ThrowsException_WhenNoConfigForDate()
{
var date = new DateTime(1899, 1, 1);
//Act
Exception ex = Assert.Throws <MissingConfigurationException>(() => ConfigValueLookupHelper.GetTaxRate(_configOptions, date));
}
public void GetTaxRate_Returns_CorrectTaxRate_ForGiven_date(
DateTime someDate, decimal expectedTaxRate)
{
//Arrange
//Act
var result = ConfigValueLookupHelper.GetTaxRate(_configOptions, someDate);
//Assert
result.Should().Be(expectedTaxRate);
}
public static async Task <NoticeWorkedNotPaidResponseDTO> MergePayWeeks(this NoticeWorkedNotPaidResponseDTO nwnpList, IOptions <ConfigLookupRoot> options)
{
var weeksToMerge = nwnpList.WeeklyResult.GroupBy(x => x.PayDate).Where(x => x.Count() > 1).ToList();
foreach (var week in weeksToMerge)
{
var payDate = week.Key;
var mergedWeek = new NoticeWorkedNotPaidWeeklyResult();
mergedWeek.PayDate = week.Select(x => x.PayDate).FirstOrDefault();
mergedWeek.MaximumDays = week.Max(x => x.MaximumDays);
mergedWeek.EmploymentDays = week.Sum(x => x.EmploymentDays);
mergedWeek.MaximumEntitlement = week.Max(x => x.MaximumEntitlement);
mergedWeek.EmployerEntitlement = week.Sum(x => x.EmployerEntitlement);
mergedWeek.GrossEntitlement = Math.Min(mergedWeek.MaximumEntitlement, mergedWeek.EmployerEntitlement);
mergedWeek.IsTaxable = week.Select(x => x.IsTaxable).FirstOrDefault();
var taxRate = ConfigValueLookupHelper.GetTaxRate(options, DateTime.Now);
mergedWeek.TaxDeducted = Math.Round(await mergedWeek.GrossEntitlement.GetTaxDeducted(taxRate, mergedWeek.IsTaxable), 2);
var niThreshold = ConfigValueLookupHelper.GetNIThreshold(options, DateTime.Now);
var niRate = ConfigValueLookupHelper.GetNIRate(options, DateTime.Now);
mergedWeek.NiDeducted = Math.Round(await mergedWeek.GrossEntitlement.GetNIDeducted(niThreshold, niRate, mergedWeek.IsTaxable), 2);
mergedWeek.NetEntitlement = await mergedWeek.GrossEntitlement.GetNetLiability(mergedWeek.TaxDeducted, mergedWeek.NiDeducted);
mergedWeek.MaximumEntitlementIn4MonthPeriod = week.Max(x => x.MaximumEntitlementIn4MonthPeriod);
mergedWeek.EmployerEntitlementIn4MonthPeriod = week.Sum(x => x.EmployerEntitlementIn4MonthPeriod);
mergedWeek.GrossEntitlementIn4Months = Math.Min(mergedWeek.MaximumEntitlementIn4MonthPeriod, mergedWeek.EmployerEntitlementIn4MonthPeriod);
mergedWeek.IsSelected = false;
//remove the weeks with the same payDate from the selected list.
nwnpList.WeeklyResult.RemoveAll(x => x.PayDate == payDate);
//add the merged week for that paydate
nwnpList.WeeklyResult.Add(mergedWeek);
}
//update weeknumber on the merged list
var i = 1;
nwnpList.WeeklyResult = nwnpList.WeeklyResult.OrderBy(x => x.PayDate).ToList();
nwnpList.WeeklyResult.ForEach(x => x.WeekNumber = i++);
return(nwnpList);
}
public async Task <ArrearsOfPayResponseDTO> PerformCalculationAsync(
ArrearsOfPayCalculationRequestModel data, IOptions <ConfigLookupRoot> options, TraceInfo traceInfo = null)
{
var calculationResult = new ArrearsOfPayResponseDTO();
var weeklyresult = new List <ArrearsOfPayWeeklyResult>();
int weekNumber = 1;
var totalDays = 0.00m;
var statutoryMax = ConfigValueLookupHelper.GetStatutoryMax(options, data.DismissalDate);
var relevantNoticeDate = await data.DateNoticeGiven.GetRelevantNoticeDate(data.DismissalDate);
var noticeEntitlementWeeks = await data.EmploymentStartDate.GetNoticeEntitlementWeeks(relevantNoticeDate); //not adjusted start date
var projectedNoticeEndDate = await relevantNoticeDate.GetProjectedNoticeDate(noticeEntitlementWeeks);
var adjustedPeriodFrom = await data.UnpaidPeriodFrom.Date.GetAdjustedPeriodFromAsync(data.InsolvencyDate.Date);
var adjustedPeriodTo = await data.UnpaidPeriodTo.Date.GetAdjustedPeriodToAsync(data.InsolvencyDate.Date, data.DismissalDate.Date);
DateTime extendedAdjustedPeriodTo = adjustedPeriodTo;
if (extendedAdjustedPeriodTo.DayOfWeek != (DayOfWeek)data.PayDay)
{
extendedAdjustedPeriodTo = adjustedPeriodTo.AddDays(7);
}
var payDays = await adjustedPeriodFrom.Date.GetDaysInRange(extendedAdjustedPeriodTo.Date, (DayOfWeek)data.PayDay);
decimal adjustedWeeklyWage = await data.WeeklyWage.GetAdjustedWeeklyWageAsync(data.ShiftPattern, data.UnpaidPeriodFrom, data.UnpaidPeriodTo, data.ApClaimAmount);
decimal WeeklyWageBetweenNoticeGivenAndNoticeEnd = decimal.Zero;
DateTime prefPeriodStartDate = data.InsolvencyDate.Date.AddMonths(-4);
prefPeriodStartDate = (prefPeriodStartDate <= data.EmploymentStartDate.Date) ? data.EmploymentStartDate.Date : prefPeriodStartDate.Date;
DateTime prefPeriodEndDate = (data.DismissalDate < data.InsolvencyDate) ? data.DismissalDate.Date : data.InsolvencyDate.Date;
//step through paydaysCollection
foreach (var payWeekEnd in payDays)
{
var employmentDays = 0;
var employmentDaysBetweenNoticeGivenAndNoticeEndDate = 0;
var maximumEntitlement = 0.0m;
var employmentDaysInPrefPeriod = 0;
var employmentDaysInPrefPeriodPostDNG = 0;
var maximumEntitlementInPrefPeriod = 0.0m;
var employerEntitlementInPrefPeriod = 0.0m;
for (int j = 6; j >= 0; j--)
{
DateTime date = payWeekEnd.AddDays(-j);
//is this day a working day?
if (await date.IsEmploymentDay(data.ShiftPattern))
{
if (date >= adjustedPeriodFrom.Date && date <= adjustedPeriodTo.Date)
{
if (date > data.DateNoticeGiven.Date && date <= projectedNoticeEndDate.Date)
{
employmentDaysBetweenNoticeGivenAndNoticeEndDate++;
if (date >= prefPeriodStartDate && date <= prefPeriodEndDate)
{
employmentDaysInPrefPeriodPostDNG++;
}
}
else
{
employmentDays++;
if (date >= prefPeriodStartDate && date <= prefPeriodEndDate)
{
employmentDaysInPrefPeriod++;
}
}
}
}
}
var weekStartDate = payWeekEnd.AddDays(-6);
var maximumDays = await weekStartDate.GetNumDaysInIntersectionOfTwoRangesWithLimit(payWeekEnd, data.EmploymentStartDate.Date, data.DismissalDate.Date, data.DateNoticeGiven.Date, data.InsolvencyDate.Date);
var maximumDaysInPrefPeriod = await weekStartDate.GetNumDaysInIntersectionOfTwoRangesWithLimit(payWeekEnd, prefPeriodStartDate, prefPeriodEndDate, data.DateNoticeGiven.Date, data.InsolvencyDate.Date);
//calculate Employer Liability for week
var employerEntitlement = adjustedWeeklyWage / data.ShiftPattern.Count * employmentDays +
WeeklyWageBetweenNoticeGivenAndNoticeEnd / data.ShiftPattern.Count * employmentDaysBetweenNoticeGivenAndNoticeEndDate;
employerEntitlementInPrefPeriod = adjustedWeeklyWage / data.ShiftPattern.Count * employmentDaysInPrefPeriod;
employerEntitlementInPrefPeriod = Math.Round(employerEntitlementInPrefPeriod, 2);
//calculate Statutory Maximum liability for week
maximumEntitlementInPrefPeriod = Math.Round((statutoryMax / 7 * maximumDaysInPrefPeriod), 2);
maximumEntitlement = statutoryMax / 7 * maximumDays;
var grossEntitlement = Math.Min(maximumEntitlement, employerEntitlement);
var taxRate = ConfigValueLookupHelper.GetTaxRate(options, DateTime.Now);
var taxDeducated = Math.Round(await grossEntitlement.GetTaxDeducted(taxRate, data.IsTaxable), 2);
var niThreshold = ConfigValueLookupHelper.GetNIThreshold(options, DateTime.Now);
var niRate = ConfigValueLookupHelper.GetNIRate(options, DateTime.Now);
var niDeducted = Math.Round(await grossEntitlement.GetNIDeducted(niThreshold, niRate, data.IsTaxable), 2);
grossEntitlement = Math.Round(grossEntitlement, 2);
var netLiability = await grossEntitlement.GetNetLiability(taxDeducated, niDeducted);
weeklyresult.Add(new ArrearsOfPayWeeklyResult
{
WeekNumber = weekNumber++,
PayDate = payWeekEnd,
ApPayRate = Math.Round(adjustedWeeklyWage, 2),
EmployerEntitlement = Math.Round(employerEntitlement, 2),
MaximumEntitlement = Math.Round(maximumEntitlement, 2),
GrossEntitlement = grossEntitlement,
IsTaxable = data.IsTaxable,
TaxDeducted = taxDeducated,
NIDeducted = niDeducted,
NetEntitlement = netLiability,
MaximumDays = maximumDays,
EmploymentDays = employmentDays + employmentDaysInPrefPeriodPostDNG,
MaximumEntitlementIn4MonthPeriod = maximumEntitlementInPrefPeriod,
EmployerEntitlementIn4MonthPeriod = employerEntitlementInPrefPeriod,
GrossEntitlementIn4Months = Math.Min(maximumEntitlementInPrefPeriod, employerEntitlementInPrefPeriod)
});
totalDays += employmentDays + employmentDaysInPrefPeriodPostDNG;
} //outter loop for paydays collection
calculationResult.InputSource = data.InputSource;
calculationResult.StatutoryMax = Math.Round(statutoryMax, 2);
calculationResult.DngApplied = (adjustedPeriodTo > data.DateNoticeGiven.Date);
calculationResult.RunNWNP = (adjustedPeriodTo > data.DateNoticeGiven.Date);
calculationResult.WeeklyResult = weeklyresult;
traceInfo?.Dates.Add(new TraceInfoDate
{
StartDate = data.UnpaidPeriodFrom,
EndDate = data.UnpaidPeriodTo
});
if (traceInfo != null)
{
traceInfo.NumberOfDays = totalDays;
}
return(await Task.FromResult(calculationResult));
}
public static async Task <ArrearsOfPayResponseDTO> MergeWeeklyResults(this List <ArrearsOfPayResponseDTO> list, string inputSource, IOptions <ConfigLookupRoot> options)
{
var weekList = list.SelectMany(x => x.WeeklyResult).ToList();
var weeksToMerge = weekList.GroupBy(x => x.PayDate)
.Where(x => x.Count() > 1)
.ToList();
foreach (var week in weeksToMerge)
{
var payDate = week.Key;
var mergedWeek = new ArrearsOfPayWeeklyResult();
mergedWeek.PayDate = week.First().PayDate;
mergedWeek.ApPayRate = week.Max(x => x.ApPayRate);
mergedWeek.MaximumEntitlement = week.Max(x => x.MaximumEntitlement);
mergedWeek.EmployerEntitlement = week.Sum(x => x.EmployerEntitlement);
mergedWeek.MaximumDays = week.Max(x => x.MaximumDays);
mergedWeek.EmploymentDays = week.Sum(x => x.EmploymentDays);
mergedWeek.MaximumEntitlementIn4MonthPeriod = week.Max(x => x.MaximumEntitlementIn4MonthPeriod);
mergedWeek.EmployerEntitlementIn4MonthPeriod = week.Sum(x => x.EmployerEntitlementIn4MonthPeriod);
mergedWeek.GrossEntitlementIn4Months = Math.Min(mergedWeek.MaximumEntitlementIn4MonthPeriod, mergedWeek.EmployerEntitlementIn4MonthPeriod);
mergedWeek.GrossEntitlement = Math.Min(mergedWeek.MaximumEntitlement, mergedWeek.EmployerEntitlement);
mergedWeek.IsTaxable = week.Select(x => x.IsTaxable).FirstOrDefault();
var taxRate = ConfigValueLookupHelper.GetTaxRate(options, DateTime.Now);
mergedWeek.TaxDeducted = Math.Round(await mergedWeek.GrossEntitlement.GetTaxDeducted(taxRate, mergedWeek.IsTaxable), 2);
var niThreshold = ConfigValueLookupHelper.GetNIThreshold(options, DateTime.Now);
var niRate = ConfigValueLookupHelper.GetNIRate(options, DateTime.Now);
mergedWeek.NIDeducted = Math.Round(await mergedWeek.GrossEntitlement.GetNIDeducted(niThreshold, niRate, mergedWeek.IsTaxable), 2);
mergedWeek.NetEntitlement = await mergedWeek.GrossEntitlement.GetNetLiability(mergedWeek.TaxDeducted, mergedWeek.NIDeducted);
//remove the weeks with the same payDate from the selected list.
weekList.RemoveAll(x => x.PayDate == payDate);
weekList.Add(mergedWeek);
}
// update weeknumber on the merged list
var i = 1;
weekList = weekList.OrderBy(x => x.PayDate).ToList();
weekList.ForEach(x => x.WeekNumber = i++);
if (list.Any())
{
return(new ArrearsOfPayResponseDTO()
{
StatutoryMax = list.First().StatutoryMax,
InputSource = inputSource,
DngApplied = list.Any(x => x.DngApplied),
RunNWNP = list.Any(x => x.RunNWNP),
WeeklyResult = weekList
});
}
else
{
return(new ArrearsOfPayResponseDTO()
{
StatutoryMax = ConfigValueLookupHelper.GetStatutoryMax(options, DateTime.Today),
InputSource = inputSource,
DngApplied = false,
RunNWNP = false,
});
}
}
public async Task <CompensatoryNoticePayCalculationResponseDTO> PerformCompensatoryNoticePayCalculationAsync(
CompensatoryNoticePayCalculationRequestModel request,
IOptions <ConfigLookupRoot> options)
{
//set notice start date
var noticeStartDate = request.DateNoticeGiven.Date.AddDays(1);
//calculate days notice worked
var dismissalDate = request.DismissalDate.Date;
var insolvencyDate = request.InsolvencyDate.Date;
//set paydays_day.number means the integer index of the day of the week 0 = Sunday
var payDay = noticeStartDate.AddDays(-1).DayOfWeek;
//calculate years of service between employment start date and dismissal date
int yearsOfService = await request.InsolvencyEmploymentStartDate.Date.GetServiceYearsAsync(dismissalDate);
yearsOfService = Math.Max(yearsOfService, 1);
yearsOfService = Math.Min(yearsOfService, 12);
var statutaryMax = ConfigValueLookupHelper.GetStatutoryMax(options, dismissalDate);
var taxRate = ConfigValueLookupHelper.GetTaxRate(options, dismissalDate);
var niThreshold = ConfigValueLookupHelper.GetNIThreshold(options, DateTime.Now);
var niRate = ConfigValueLookupHelper.GetNIRate(options, DateTime.Now);
var waitingDays = ConfigValueLookupHelper.GetBenefitsWaitingDays(options, dismissalDate);
var notionalBenefitWeeklyRate = ConfigValueLookupHelper.GetNotionalBenefitsWeeklyRate(options, dismissalDate,
await request.DateOfBirth.Date.GetAge(dismissalDate));
decimal notionalBenefitDailyRate = notionalBenefitWeeklyRate / 7;
var projectedNoticeDate = noticeStartDate.AddDays(yearsOfService * 7 - 1);
//calculate daily rates
decimal dailyPayRate = request.WeeklyWage / request.ShiftPattern.Count;
decimal dailyStatutoryMaximum = statutaryMax / 7m;
// set claim boudaries
var claimStartDate = dismissalDate.AddDays(1);
var claimEndDate = projectedNoticeDate;
if (request.DeceasedDate.HasValue && request.DeceasedDate.Value.Date < claimEndDate)
{
claimEndDate = request.DeceasedDate.Value.Date;
}
var adjClaimEndDate = claimEndDate;
if (adjClaimEndDate.DayOfWeek != payDay)
{
adjClaimEndDate = adjClaimEndDate.AddDays(7);
}
int daysInClaim = await claimStartDate.GetNumBusinessDaysInRange(claimEndDate, request.ShiftPattern);
// find paydays in claim period
var payDays = await claimStartDate.GetDaysInRange(adjClaimEndDate, payDay);
var weekIndex = 1;
var notionalDaysCount = 0;
List <CompensatoryNoticePayResult> weeklyResults = new List <CompensatoryNoticePayResult>();
foreach (var payWeekEnd in payDays)
{
var totalBenefitAmount = 0m;
var totalNewEmploymentAmount = 0m;
var totalWageIncreaseAmount = 0m;
var notionalBenefitAmount = 0m;
var maximumDays = 0;
var employerDays = 0;
// step through days in each pay week
for (int j = 6; j >= 0; j--)
{
// set date to be checked to consecxutive days in pay week
var claimDay = payWeekEnd.AddDays(-j);
//check if claimday is in the claimperiod
if (claimDay >= claimStartDate && claimDay <= claimEndDate)
{
bool benefitOrIncomeReceived = false;
foreach (var benefit in request.Benefits)
{
var endDate = benefit.BenefitEndDate ?? claimEndDate;
if (claimDay >= benefit.BenefitStartDate.Date && claimDay <= endDate)
{
benefitOrIncomeReceived = true;
totalBenefitAmount += await benefit.BenefitAmount.GetDailyAmount(benefit.BenefitStartDate, endDate);
}
}
foreach (var newEmployment in request.NewEmployments)
{
var endDate = newEmployment.NewEmploymentEndDate ?? claimEndDate;
if (claimDay >= newEmployment.NewEmploymentStartDate.Date && claimDay <= endDate)
{
benefitOrIncomeReceived = true;
var newEmploymentEarnings = newEmployment.NewEmploymentWage;
if (newEmployment.NewEmploymentWeeklyWage.HasValue)
{
newEmploymentEarnings = Math.Max(newEmploymentEarnings, await newEmployment.NewEmploymentWeeklyWage.Value.GetEarnings(newEmployment.NewEmploymentStartDate, endDate));
}
totalNewEmploymentAmount += await newEmploymentEarnings.GetDailyAmount(newEmployment.NewEmploymentStartDate, endDate);
}
}
foreach (var wageIncrease in request.WageIncreases)
{
var endDate = wageIncrease.WageIncreaseEndDate ?? claimEndDate;
if (claimDay >= wageIncrease.WageIncreaseStartDate.Date && claimDay <= endDate)
{
benefitOrIncomeReceived = true;
totalWageIncreaseAmount += await wageIncrease.WageIncreaseAmount.GetDailyAmount(wageIncrease.WageIncreaseStartDate, endDate);
}
}
foreach (var benefitOverride in request.NotionalBenefitOverrides)
{
if (claimDay >= benefitOverride.NotionalBenefitOverrideStartDate.Date && claimDay <= benefitOverride.NotionalBenefitOverrideEndDate.Date)
{
benefitOrIncomeReceived = true;
}
}
if (benefitOrIncomeReceived)
{
notionalDaysCount = 0;
}
else
{
notionalDaysCount++;
if (notionalDaysCount > waitingDays)
{
notionalBenefitAmount += notionalBenefitDailyRate;
}
}
if (await request.ShiftPattern.ContainsDayWeek(claimDay.DayOfWeek))
{
employerDays++;
}
maximumDays++;
}
}
//apply mitigation
decimal employerEntitlement = employerDays * dailyPayRate;
decimal maximumEntitlement = maximumDays * dailyStatutoryMaximum;
decimal mitigation = totalBenefitAmount + totalNewEmploymentAmount + totalWageIncreaseAmount + notionalBenefitAmount;
decimal grossEntitlement = Math.Max(employerEntitlement - mitigation, 0);
decimal notationalTaxDeducted = 0m;
decimal taxDeducted = 0m;
decimal niDeducted = 0m;
decimal netEntitlement = 0m;
bool isTaxable = false;
if (dismissalDate <= CutOverDate)
{
notationalTaxDeducted = Math.Round(await grossEntitlement.GetTaxDeducted(taxRate, request.IsTaxable), 2);
grossEntitlement = Math.Round(Math.Min(grossEntitlement - notationalTaxDeducted, maximumEntitlement), 2);
netEntitlement = grossEntitlement;
}
else
{
isTaxable = true;
//Apply StatutoryMaximum
grossEntitlement = Math.Min(grossEntitlement, maximumEntitlement);
taxDeducted = Math.Round(await grossEntitlement.GetTaxDeducted(taxRate, request.IsTaxable), 2);
niDeducted = Math.Round(await grossEntitlement.GetNIDeducted(niThreshold, niRate, request.IsTaxable), 2);
grossEntitlement = Math.Round(grossEntitlement, 2);
netEntitlement = Math.Min(grossEntitlement - taxDeducted - niDeducted, Math.Round(maximumEntitlement, 2));
}
weeklyResults.Add(new CompensatoryNoticePayResult()
{
WeekNumber = weekIndex,
EmployerEntitlement = Math.Round(employerEntitlement, 2),
BenefitsDeducted = Math.Round(totalBenefitAmount, 2),
NewEmploymentDeducted = Math.Round(totalNewEmploymentAmount, 2),
WageIncreaseDeducted = Math.Round(totalWageIncreaseAmount, 2),
NotionalBenefitDeducted = Math.Round(notionalBenefitAmount, 2),
GrossEntitlement = grossEntitlement,
IsTaxable = isTaxable,
NotionalTaxDeducted = notationalTaxDeducted,
TaxDeducted = taxDeducted,
NIDeducted = niDeducted,
NetEntitlement = netEntitlement,
PreferentialClaim = 0m,
NonPreferentialClaim = grossEntitlement
});
weekIndex++;
}
var response = new CompensatoryNoticePayCalculationResponseDTO()
{
NoticeWeeksDue = payDays.Count,
StatutoryMax = Math.Round(statutaryMax, 2),
MaxCNPEntitlement = Math.Round(payDays.Count * Math.Min(statutaryMax, request.WeeklyWage), 2),
NoticeStartDate = noticeStartDate,
ProjectedNoticeDate = projectedNoticeDate,
CompensationEndDate = claimEndDate,
DaysInClaim = daysInClaim,
WeeklyResults = weeklyResults
};
return(await Task.FromResult(response));
}
public async Task <ProtectiveAwardResponseDTO> PerformProtectiveAwardCalculationAsync(
ProtectiveAwardCalculationRequestModel data, IOptions <ConfigLookupRoot> options)
{
var statMaxDate = data.DismissalDate;
if (data.InsolvencyDate.Date > statMaxDate)
{
statMaxDate = data.InsolvencyDate.Date;
}
if (data.TribunalAwardDate.Date > statMaxDate)
{
statMaxDate = data.TribunalAwardDate.Date;
}
var statutoryMax = ConfigValueLookupHelper.GetStatutoryMax(options, statMaxDate);
var taxRate = ConfigValueLookupHelper.GetTaxRate(options, data.DismissalDate);
var niThreshold = ConfigValueLookupHelper.GetNIThreshold(options, DateTime.Now);
var niRate = ConfigValueLookupHelper.GetNIRate(options, DateTime.Now);
DayOfWeek payDay = (DayOfWeek)data.PayDay;
bool isTaxable = (await data.DismissalDate.GetTaxYear() == await data.TribunalAwardDate.GetTaxYear());
//calculate paAwardEndDate e.g. paAwardStartDate + 30 days
var protectiveAwardEndDate = data.ProtectiveAwardStartDate.Date.AddDays(data.ProtectiveAwardDays.Value - 1);
var paBenefitsEndDate = protectiveAwardEndDate;
// get pay weeks in PA Award
var endDate = protectiveAwardEndDate;
if (endDate.DayOfWeek != payDay)
{
endDate = endDate.AddDays(7);
}
// set pref period start date
DateTime prefPeriodStartDate = data.InsolvencyDate.Date.AddMonths(-4);
var payDays = await data.ProtectiveAwardStartDate.Date.GetDaysInRange(endDate, payDay);
//calculate daily benefit rate if benefit amount is provided
decimal benefitDailyRate = decimal.Zero;
if (data.paBenefitAmount > decimal.Zero)
{
benefitDailyRate = await data.paBenefitAmount.GetDailyAmount(
data.paBenefitStartDate.Date,
paBenefitsEndDate.Date);
}
//step through payWeek
var counter = 1;
var payLines = new List <ProtectiveAwardPayLine>();
foreach (var payWeekEnd in payDays)
{
var employmentDays = 0;
var maximumDays = 0;
var benefitClaimedAmount = 0.00m;
var employmentDaysInPrefPeriod = 0;
var maximumDaysInPrefPeriod = 0;
for (int j = 6; j >= 0; j--)
{
DateTime day = payWeekEnd.AddDays(-j);
if (day >= data.ProtectiveAwardStartDate.Date && day <= protectiveAwardEndDate.Date)
{
//is this day in shift paattern (a working day)?
if (await data.ShiftPattern.ContainsDayWeek(day.DayOfWeek))
{
employmentDays++;
if (day >= prefPeriodStartDate && day <= data.InsolvencyDate)
{
employmentDaysInPrefPeriod++;
}
}
maximumDays++;
if (day >= prefPeriodStartDate && day <= data.InsolvencyDate)
{
maximumDaysInPrefPeriod++;
}
}
if (day >= data.paBenefitStartDate.Date && day <= paBenefitsEndDate.Date)
{
benefitClaimedAmount += benefitDailyRate;
}
}
// calculate Employer Liability for week
decimal empLiability = data.WeeklyWage / data.ShiftPattern.Count * employmentDays;
decimal employerEntitlementInPrefPeriod = data.WeeklyWage / data.ShiftPattern.Count * employmentDaysInPrefPeriod;
//get Maximum Liability
decimal maxLiability = statutoryMax;
decimal maximumEntitlementInPrefPeriod = statutoryMax / 7 * maximumDaysInPrefPeriod;
//if first week
if (payWeekEnd == payDays.First())
{
//if there is only one week OR claimant did start employment in the first week of claim
if ((payDays.Count() == 1) || data.EmploymentStartDate.Date >= payDays.First().AddDays(-7))
{
maxLiability = statutoryMax / 7M * maximumDays;
}
}
// if it is the last week
else if (payWeekEnd == payDays.Last())
{
if (payWeekEnd > protectiveAwardEndDate)
{
maxLiability = statutoryMax / 7 * maximumDays;
}
}
decimal grossEntitlement = Math.Min(empLiability, maxLiability) - benefitClaimedAmount;
grossEntitlement = Math.Max(grossEntitlement, 0m);
decimal taxDeducted = Math.Round(await grossEntitlement.GetTaxDeducted(taxRate, isTaxable), 2);
decimal niDeducted = Math.Round(await grossEntitlement.GetNIDeducted(niThreshold, niRate, true), 2);
grossEntitlement = Math.Round(grossEntitlement, 2);
decimal netEntitlement = grossEntitlement - taxDeducted - niDeducted;
payLines.Add(new ProtectiveAwardPayLine()
{
WeekNumber = counter++,
PayDate = payWeekEnd,
BenefitsClaimed = Math.Round(benefitClaimedAmount, 2),
GrossEntitlement = grossEntitlement,
TaxDeducted = taxDeducted,
NIDeducted = niDeducted,
NetEntitlement = netEntitlement,
IsSelected = false,
MaximumEntitlementIn4MonthPeriod = Math.Round(maximumEntitlementInPrefPeriod, 2),
EmployerEntitlementIn4MonthPeriod = Math.Round(employerEntitlementInPrefPeriod, 2),
GrossEntitlementIn4Months = Math.Round(Math.Min(maximumEntitlementInPrefPeriod, employerEntitlementInPrefPeriod), 2)
});
}
;
var result = new ProtectiveAwardResponseDTO()
{
IsTaxable = isTaxable,
StatutoryMax = statutoryMax,
PayLines = payLines
};
return(await Task.FromResult(result));
}
public async Task <HolidayTakenNotPaidResponseDTO> PerformCalculationAsync(
List <HolidayTakenNotPaidCalculationRequestModel> data,
string inputSource,
decimal maxDaysInCurrentHolidayYear,
decimal maxDaysInTotal,
DateTime?holidayYearStart,
IOptions <ConfigLookupRoot> options, TraceInfo traceInfo = null)
{
var statutoryMax = ConfigValueLookupHelper.GetStatutoryMax(options, data.First().DismissalDate);
var calculationResult = new HolidayTakenNotPaidResponseDTO();
calculationResult.StatutoryMax = Math.Round(statutoryMax, 2);
calculationResult.InputSource = inputSource;
var firstRequest = data.FirstOrDefault(r => r.InputSource == inputSource);
if (firstRequest != null)
{
var tweleveMonthsPrior = firstRequest.InsolvencyDate.Date.AddMonths(-12).AddDays(1);
var htnpEndDate = firstRequest.DismissalDate.Date < firstRequest.InsolvencyDate.Date ? firstRequest.DismissalDate.Date : firstRequest.InsolvencyDate.Date;
var weeks = new List <Week>();
if (holidayYearStart.HasValue)
{
var htnpDaysInCurrentHolidayYear = await data.GetHTNPDays(inputSource, holidayYearStart.Value.Date, htnpEndDate);
var htnpDaysIn12MonthsPrior = await data.GetHTNPDays(inputSource, tweleveMonthsPrior, holidayYearStart.Value.Date.AddDays(-1));
await SelectDaysAndConvertToWeeks(weeks, htnpDaysInCurrentHolidayYear, firstRequest, maxDaysInCurrentHolidayYear);
var numHtnpDaysSelected = weeks.Where(x => x.IsSelected).Sum(x => x.EmploymentDays);
await SelectDaysAndConvertToWeeks(weeks, htnpDaysIn12MonthsPrior, firstRequest, maxDaysInTotal - numHtnpDaysSelected);
}
else
{
var htnpDays = await data.GetHTNPDays(inputSource, tweleveMonthsPrior, htnpEndDate);
await SelectDaysAndConvertToWeeks(weeks, htnpDays, firstRequest, maxDaysInTotal);
}
DateTime prefPeriodStartDate = firstRequest.InsolvencyDate.Date.AddMonths(-4);
DateTime prefPeriodEndDate = (firstRequest.DismissalDate < firstRequest.InsolvencyDate) ? firstRequest.DismissalDate.Date : firstRequest.InsolvencyDate.Date;
// generate the output weeks
int weekNum = 1;
decimal total_days = 0.00m;
foreach (var week in weeks.OrderBy(x => x.PayDate).ThenBy(x => x.IsSelected))
{
var weekStartDate = week.PayDate.AddDays(-6);
var maximumDays = await weekStartDate.GetNumDaysInIntersectionOfTwoRanges(week.PayDate, DateTime.MinValue.Date, firstRequest.DismissalDate.Date);
var maximumDaysInPrefPeriod = await weekStartDate.GetNumDaysInIntersectionOfTwoRanges(week.PayDate, prefPeriodStartDate, prefPeriodEndDate);
//calculate Employer Liability for week
var employerEntitlement = firstRequest.WeeklyWage / firstRequest.ShiftPattern.Count * week.EmploymentDays;
var employerEntitlementInPrefPeriod = firstRequest.WeeklyWage / firstRequest.ShiftPattern.Count * week.EmploymentDaysInPrefPeriod;
var maximumEntitlement = statutoryMax / 7 * maximumDays;
var maximumEntitlementInPrefPeriod = statutoryMax / 7 * maximumDaysInPrefPeriod;
var grossEntitlement = Math.Min(maximumEntitlement, employerEntitlement);
var taxRate = ConfigValueLookupHelper.GetTaxRate(options, DateTime.Now);
var taxDeducated = Math.Round(await grossEntitlement.GetTaxDeducted(taxRate, firstRequest.IsTaxable), 2);
var niThreshold = ConfigValueLookupHelper.GetNIThreshold(options, DateTime.Now);
var niRate = ConfigValueLookupHelper.GetNIRate(options, DateTime.Now);
var niDeducted = Math.Round(await grossEntitlement.GetNIDeducted(niThreshold, niRate, firstRequest.IsTaxable), 2);
grossEntitlement = Math.Round(grossEntitlement, 2);
var netLiability = await grossEntitlement.GetNetLiability(taxDeducated, niDeducted);
total_days += week.EmploymentDays;
calculationResult.WeeklyResult.Add(new HolidayTakenNotPaidWeeklyResult()
{
WeekNumber = weekNum++,
PayDate = week.PayDate,
IsSelected = week.IsSelected,
MaximumEntitlement = Math.Round(maximumEntitlement, 2),
EmployerEntitlement = Math.Round(employerEntitlement, 2),
GrossEntitlement = grossEntitlement,
IsTaxable = firstRequest.IsTaxable,
TaxDeducted = taxDeducated,
NiDeducted = niDeducted,
NetEntitlement = netLiability,
MaximumDays = maximumDays,
EmploymentDays = Math.Round(week.EmploymentDays, 4),
MaximumEntitlementIn4MonthPeriod = Math.Round(maximumEntitlementInPrefPeriod, 2),
EmployerEntitlementIn4MonthPeriod = Math.Round(employerEntitlementInPrefPeriod, 2),
GrossEntitlementIn4Months = Math.Round(Math.Min(maximumEntitlementInPrefPeriod, employerEntitlementInPrefPeriod), 2),
});
}
foreach (var req in data.Where(x => x.InputSource == inputSource))
{
traceInfo?.Dates.Add(new TraceInfoDate
{
StartDate = req.UnpaidPeriodFrom,
EndDate = req.UnpaidPeriodTo,
});
}
if (traceInfo != null)
{
traceInfo.NumberOfDays = total_days;
}
}
return(await Task.FromResult(calculationResult));
}
public async Task <HolidayPayAccruedResponseDTO> PerformHolidayPayAccruedCalculationAsync(
HolidayPayAccruedCalculationRequestModel data, IOptions <ConfigLookupRoot> options)
{
var response = new ResponseDto <HolidayPayAccruedResponseDTO>();
var calculationResult = new HolidayPayAccruedResponseDTO();
var shiftPattern = data.ShiftPattern;
var twelveMonthsPrior = data.InsolvencyDate.Date.AddMonths(-12).AddDays(1);
var adjHolYearStart = await data.GetHolidayYearStart();
if (adjHolYearStart < twelveMonthsPrior)
{
adjHolYearStart = twelveMonthsPrior;
}
var holYearEndDate = await data.GetHolidayYearEnd();
var statMaxWeeklyPay = ConfigValueLookupHelper.GetStatutoryMax(options, data.DismissalDate);
// Calculate totals for holiday pay accrued
int totalBusinessDaysInClaim = await data.HolidayYearStart.GetNumBusinessDaysInRange(holYearEndDate, shiftPattern);
int totalWorkingDaysInClaim = 0;
totalWorkingDaysInClaim = await totalWorkingDaysInClaim.GetTotalWorkingDaysInHolidayClaim(
data.ShiftPattern, adjHolYearStart, holYearEndDate.Date, data.DismissalDate.Date,
data.InsolvencyDate.Date, data.EmpStartDate.Date);
decimal limitedDaysCFwd = 0.00m;
limitedDaysCFwd = await limitedDaysCFwd.GetLimitedDaysCFwd(shiftPattern, data.DaysCFwd.GetValueOrDefault());
decimal statHolEntitlement = 0.00m;
statHolEntitlement = await statHolEntitlement.GetStatutoryHolidayEntitlement(shiftPattern);
decimal adjHolidayEntitlement = await statHolEntitlement.GetAdjustedHolidayEntitlement(data.ContractedHolEntitlement.GetValueOrDefault());
decimal proRataAccruedDays = 0.00m;
proRataAccruedDays = await proRataAccruedDays.GetProRataAccruedDays((decimal)adjHolidayEntitlement, totalBusinessDaysInClaim,
totalWorkingDaysInClaim, limitedDaysCFwd,
data.DaysTaken.GetValueOrDefault(),
shiftPattern,
data.IpConfirmedDays);
calculationResult.BusinessDaysInClaim = totalBusinessDaysInClaim;
calculationResult.StatutoryMax = Math.Round(statMaxWeeklyPay, 2);
calculationResult.WorkingDaysInClaim = totalWorkingDaysInClaim;
calculationResult.HolidaysOwed = Math.Round(adjHolidayEntitlement, 4);
calculationResult.ProRataAccruedDays = Math.Round(proRataAccruedDays, 4);
// Calculate weekly breakdown of holiday pay accrued
var taxRate = ConfigValueLookupHelper.GetTaxRate(options, DateTime.Now);
var niThreshold = ConfigValueLookupHelper.GetNIThreshold(options, DateTime.Now);
var niRate = ConfigValueLookupHelper.GetNIRate(options, DateTime.Now);
decimal entitlementWeeks = (proRataAccruedDays / data.ShiftPattern.Count);
int wholeWeeks = (int)Math.Floor(entitlementWeeks);
decimal partWeekDays = (entitlementWeeks - wholeWeeks) * shiftPattern.Count;
decimal maximumEntitlement = 0.00m;
decimal employerEntitlement = 0.00m;
var weeklyResults = new List <HolidayPayAccruedWeeklyResult>();
decimal maxDays;
decimal empDays;
// Loop through each holiday entitlement week
for (var weekNumber = 1; weekNumber <= Math.Ceiling(entitlementWeeks); weekNumber++)
{
var weeklyResult = new HolidayPayAccruedWeeklyResult();
maxDays = 0;
empDays = 0;
if (weekNumber <= wholeWeeks)
{
maximumEntitlement = statMaxWeeklyPay;
employerEntitlement = data.WeeklyWage.GetValueOrDefault();
}
if (weekNumber > wholeWeeks)
{
var weekDayNumber = data.PayDay;
// This must be the last (partial) week so loop through each day, checking for working days
for (var day = 0; day <= 6; day++)
{
weekDayNumber++;
if (weekDayNumber > (int)DayOfWeek.Saturday)
{
weekDayNumber = (int)DayOfWeek.Sunday;
}
if (shiftPattern.Contains(weekDayNumber.ToString()))
{
if (partWeekDays > 1)
{
partWeekDays--;
maxDays++;
empDays++;
}
else if (partWeekDays > 0)
{
maxDays = maxDays + partWeekDays;
empDays = empDays + partWeekDays;
partWeekDays = 0;
}
}
else if (partWeekDays > 0)
{
maxDays++;
}
if (day == 6)
{
maximumEntitlement = (maxDays * statMaxWeeklyPay / 7);
employerEntitlement = (empDays * data.WeeklyWage.GetValueOrDefault() / shiftPattern.Count);
}
}
}
decimal grossEntitlement = 0.00m;
grossEntitlement = await grossEntitlement.GetGrossEntitlement(maximumEntitlement, employerEntitlement);
decimal taxDeducted = Math.Round(await grossEntitlement.GetTaxDeducted(taxRate, (bool)data.IsTaxable), 2);
decimal niDeducted = Math.Round(await grossEntitlement.GetNIDeducted(niThreshold, niRate, (bool)data.IsTaxable), 2);
grossEntitlement = Math.Round(grossEntitlement, 2);
weeklyResult.WeekNumber = weekNumber;
weeklyResult.MaximumEntitlement = Math.Round(maximumEntitlement, 2);
weeklyResult.EmployerEntitlement = Math.Round(employerEntitlement, 2);
weeklyResult.GrossEntitlement = grossEntitlement;
weeklyResult.IsTaxable = (bool)data.IsTaxable;
weeklyResult.TaxDeducted = taxDeducted;
weeklyResult.NiDeducted = niDeducted;
weeklyResult.NetEntitlement = grossEntitlement - taxDeducted - niDeducted;
weeklyResult.PreferentialClaim = grossEntitlement;
weeklyResult.NonPreferentialClaim = 0m;
weeklyResults.Add(weeklyResult);
}
calculationResult.WeeklyResults = weeklyResults;
return(await Task.FromResult(calculationResult));
}
public async Task <NoticeWorkedNotPaidResponseDTO> PerformNwnpCalculationAsync(NoticeWorkedNotPaidCalculationRequestModel data, IOptions <ConfigLookupRoot> options, TraceInfoDate traceInfoDate = null)
{
var calculationResult = new NoticeWorkedNotPaidResponseDTO();
var weeklyResult = new List <NoticeWorkedNotPaidWeeklyResult>();
decimal statutoryMax = ConfigValueLookupHelper.GetStatutoryMax(options, data.InsolvencyDate.Date);
int yearsOfService = await data.EmploymentStartDate.Date.GetServiceYearsAsync(data.DismissalDate.Date);
yearsOfService = Math.Max(yearsOfService, 1);
yearsOfService = Math.Min(yearsOfService, 12);
//calculate last date they can claim
var noticeStartDate = data.DateNoticeGiven.Date.AddDays(1);
var adjUnpaidPeriodFrom = (data.UnpaidPeriodFrom.Date > noticeStartDate) ? data.UnpaidPeriodFrom.Date : noticeStartDate;
var entitlementEndDate = noticeStartDate.AddDays(yearsOfService * 7).AddDays(-1);
//The maximum end date is notice start date + number of entitlement weeks
var adjUnpaidPeriodTo = (data.UnpaidPeriodTo.Date < entitlementEndDate) ? data.UnpaidPeriodTo.Date : entitlementEndDate;
adjUnpaidPeriodTo = (data.DismissalDate.Date < adjUnpaidPeriodTo) ? data.DismissalDate.Date : adjUnpaidPeriodTo;
// Extend adjusted period by 7 days to capture last working week
var extendedAdjustedPeriodTo = adjUnpaidPeriodTo;
if (extendedAdjustedPeriodTo.DayOfWeek != data.DateNoticeGiven.DayOfWeek)
{
extendedAdjustedPeriodTo = extendedAdjustedPeriodTo.AddDays(7);
}
var payDays = await adjUnpaidPeriodFrom
.AddDays(1)
.GetDaysInRange(extendedAdjustedPeriodTo, data.DateNoticeGiven.DayOfWeek);
// set pref period start date
DateTime prefPeriodStartDate = data.InsolvencyDate.Date.AddMonths(-4);
//step through paydaysCollection
for (var paydaysCollectionIndex = 0;
paydaysCollectionIndex < payDays.Count;
paydaysCollectionIndex++)
{
var employmentDaysInPrefPeriod = 0;
var maximumDaysInPrefPeriod = 0;
var employmentDays = 0;
var maximumDays = 0;
var maximumEntitlement = 0.0m;
// Debug.WriteLine($"Week start = {pDay.Start}");
//step through days of week for this payday
var weekDates = await payDays[paydaysCollectionIndex].Date.GetWeekDatesAsync();
var weekDatesListIndex = 6;
while (weekDatesListIndex >= 0)
{
var date = weekDates[weekDatesListIndex];
var dayNum = (int)date.DayOfWeek;
//is this day a working day?
if (data.ShiftPattern.Contains(dayNum.ToString()))
{
if (date >= adjUnpaidPeriodFrom.Date && date <= adjUnpaidPeriodTo.Date)
{
employmentDays++;
if (date >= prefPeriodStartDate && date <= data.InsolvencyDate)
{
employmentDaysInPrefPeriod++;
}
}
}
//maxDays does not rely on working days
if (date <= extendedAdjustedPeriodTo.Date && date <= adjUnpaidPeriodTo.Date)
{
maximumDays++;
if (date >= prefPeriodStartDate && date <= data.InsolvencyDate)
{
maximumDaysInPrefPeriod++;
}
}
weekDatesListIndex--;
}
decimal adjustedWeeklyWage = await data.WeeklyWage.GetAdjustedWeeklyWageAsync(data.ShiftPattern, data.UnpaidPeriodFrom, data.UnpaidPeriodTo, data.ApClaimAmount);
//calculate Employer Liability for week
var employerEntitlement = adjustedWeeklyWage / data.ShiftPattern.Count * employmentDays;
var employerEntitlementInPrefPeriod = adjustedWeeklyWage / data.ShiftPattern.Count * employmentDaysInPrefPeriod;
var maximumEntitlementInPrefPeriod = statutoryMax / 7 * maximumDaysInPrefPeriod;
//calculate Statutory Maximum liability for week
// if it is the last week
if (paydaysCollectionIndex == payDays.Count - 1)
{
//if last payday is after dismissal date
if (payDays[paydaysCollectionIndex].Date > data.DismissalDate.Date)
{
maximumEntitlement = statutoryMax / 7m * maximumDays;
}
else
{
maximumEntitlement = statutoryMax;
maximumDays = 7;
if (payDays[paydaysCollectionIndex].Date < data.DismissalDate.Date && payDays[paydaysCollectionIndex].Date < data.InsolvencyDate)
{
maximumEntitlementInPrefPeriod = statutoryMax;
}
}
}
else
{
maximumEntitlement = statutoryMax;
}
var grossEntitlement = Math.Min(maximumEntitlement, employerEntitlement);
var taxRate = ConfigValueLookupHelper.GetTaxRate(options, DateTime.Now);
var taxDeducated = Math.Round(await grossEntitlement.GetTaxDeducted(taxRate, data.IsTaxable), 2);
var niThreshold = ConfigValueLookupHelper.GetNIThreshold(options, DateTime.Now);
var niRate = ConfigValueLookupHelper.GetNIRate(options, DateTime.Now);
var niDeducted = Math.Round(await grossEntitlement.GetNIDeducted(niThreshold, niRate, data.IsTaxable), 2);
grossEntitlement = Math.Round(grossEntitlement, 2);
var netLiability = await grossEntitlement.GetNetLiability(taxDeducated, niDeducted);
Debug.WriteLine(
$"week : {payDays[paydaysCollectionIndex]} MaxEntitlement : {maximumEntitlement} || EmpEntitlement = {employerEntitlement} || Min : {Math.Min(maximumEntitlement, employerEntitlement)} ");
weeklyResult.Add(new NoticeWorkedNotPaidWeeklyResult
{
WeekNumber = paydaysCollectionIndex + 1,
PayDate = payDays[paydaysCollectionIndex].Date,
MaximumEntitlement = Math.Round(maximumEntitlement, 2),
EmployerEntitlement = Math.Round(employerEntitlement, 2),
GrossEntitlement = grossEntitlement,
IsTaxable = data.IsTaxable,
TaxDeducted = taxDeducated,
NiDeducted = niDeducted,
NetEntitlement = netLiability,
MaximumDays = maximumDays,
EmploymentDays = employmentDays,
MaximumEntitlementIn4MonthPeriod = Math.Round(maximumEntitlementInPrefPeriod, 2),
EmployerEntitlementIn4MonthPeriod = Math.Round(employerEntitlementInPrefPeriod, 2),
GrossEntitlementIn4Months = Math.Round(Math.Min(maximumEntitlementInPrefPeriod, employerEntitlementInPrefPeriod), 2)
});
} //outter loop payday collection
calculationResult.InputSource = data.InputSource;
calculationResult.StatutoryMax = statutoryMax;
calculationResult.WeeklyResult = weeklyResult;
if (traceInfoDate != null)
{
traceInfoDate.StartDate = data.UnpaidPeriodFrom;
traceInfoDate.EndDate = data.UnpaidPeriodTo;
}
return(await Task.FromResult(calculationResult));
}