/// <summary>
/// To be called by the daily agent
/// </summary>
public static void UpdateCompanyExpirations(DateTime dateToConsider, StageBitzDB dataContext)
{
FinanceBL financeBL = new FinanceBL(dataContext);
CompanyBL companyBL = new CompanyBL(dataContext);
ProjectBL projectBL = new ProjectBL(dataContext);
#region SuspendPaymentFailureCompanies
int companyGracePeriodStatus = Utils.GetCodeIdByCodeValue("CompanyStatus", "GRACEPERIOD");
int companyPaymentFailedStatus = Utils.GetCodeIdByCodeValue("CompanyStatus", "SUSPENDEDFORPAYMENTFAILED");
int companyActiveStatus = Utils.GetCodeIdByCodeValue("CompanyStatus", "ACTIVE");
int suspendedForNoPaymentPackageStatus = Utils.GetCodeIdByCodeValue("CompanyStatus", "SUSPENDEDFORNOPAYMENTPACKAGE");
int suspendForNoPaymentOptions = Utils.GetCodeIdByCodeValue("CompanyStatus", "SUSPENDEDFORNOPAYMENTOPTIONS");
var companies = from c in dataContext.Companies
where (c.CompanyStatusCodeId == companyGracePeriodStatus ||
c.CompanyStatusCodeId == companyActiveStatus) &&
c.ExpirationDate != null &&
dateToConsider >= c.ExpirationDate
select c;
foreach (Data.Company company in companies)
{
if (company.CompanyStatusCodeId == companyActiveStatus)
{
//Get the current Company package to check.
CompanyPaymentPackage companyPaymentPackage = financeBL.GetCurrentPaymentPackageFortheCompanyIncludingFreeTrial(company.CompanyId, dateToConsider);
DiscountCodeUsage discountCodeUsage = financeBL.GetDiscountCodeUsageByDate(dateToConsider, company.CompanyId);
// suspend payment package not setup companies after free trial.
if (companyPaymentPackage == null)
{
company.CompanyStatusCodeId = suspendedForNoPaymentPackageStatus;
}
else
{
decimal totalAmount = financeBL.CalculateALLPackageAmountsByPeriod(companyPaymentPackage.ProjectPaymentPackageTypeId, companyPaymentPackage.InventoryPaymentPackageTypeId, companyPaymentPackage.PaymentDurationCodeId);
//Check if it is a Free package.
if (!companyPaymentPackage.PaymentMethodCodeId.HasValue && ((discountCodeUsage != null && discountCodeUsage.DiscountCode.Discount != 100) || (discountCodeUsage == null && totalAmount != 0)))
{
company.CompanyStatusCodeId = suspendForNoPaymentOptions;
SuspendProjectsForCompany(company.CompanyId, dataContext);
}
}
}
//For Grace period companies, if it exceeded the grace period change it to Payment Failed.
else if (companyBL.IsCompanyInPaymentFailedGracePeriod(company.CompanyId))
{
company.CompanyStatusCodeId = companyPaymentFailedStatus;
company.LastUpdatedByUserId = 0;
company.LastUpdatedDate = Utils.Now;
}
company.ExpirationDate = null;
}
#endregion
}
public void CalculateALLPackageAmountsByPeriodTest()
{
FinanceBL financeBL = new FinanceBL(DataContext);
List <ProjectPaymentPackageDetails> projectPackageDetails = Utils.GetSystemProjectPackageDetails();
ProjectPaymentPackageDetails projectMegaPackage = projectPackageDetails.Where(ppd => ppd.PackageName == "MEGA").FirstOrDefault();
List <InventoryPaymentPackageDetails> inventoryPackageDetails = Utils.GetSystemInventoryPackageDetails();
InventoryPaymentPackageDetails inventoryMegaPackage = inventoryPackageDetails.Where(ppd => ppd.PackageName == "MEGA").FirstOrDefault();
// Create a company
DiscountCodeUsage discountCodeUsage = new DiscountCodeUsageMock(DataContext).GetDiscountCodeUsage(true, null);
DataContext.SaveChanges();
int monthlyPaymentDurationCodeId = Utils.GetCodeIdByCodeValue("PaymentPackageDuration", "MONTHLY");
int annualPaymentDurationCodeId = Utils.GetCodeIdByCodeValue("PaymentPackageDuration", "ANUAL");
decimal totalDue = financeBL.CalculateALLPackageAmountsByPeriod(projectMegaPackage.PackageTypeId, inventoryMegaPackage.PackageTypeId, monthlyPaymentDurationCodeId);
Assert.IsTrue((projectMegaPackage.Amount + inventoryMegaPackage.Amount) == totalDue);
totalDue = financeBL.CalculateALLPackageAmountsByPeriod(projectMegaPackage.PackageTypeId, inventoryMegaPackage.PackageTypeId, annualPaymentDurationCodeId);
Assert.IsTrue((projectMegaPackage.AnualAmount + inventoryMegaPackage.AnualAmount) == totalDue);
}
public void GetDiscountedAmountTest()
{
FinanceBL financeBL = new FinanceBL(DataContext);
List <ProjectPaymentPackageDetails> projectPackageDetails = Utils.GetSystemProjectPackageDetails();
ProjectPaymentPackageDetails projectMegaPackage = projectPackageDetails.Where(ppd => ppd.PackageName == "MEGA").FirstOrDefault();
List <InventoryPaymentPackageDetails> inventoryPackageDetails = Utils.GetSystemInventoryPackageDetails();
InventoryPaymentPackageDetails inventoryMegaPackage = inventoryPackageDetails.Where(ppd => ppd.PackageName == "MEGA").FirstOrDefault();
// Create a company
DiscountCodeUsage discountCodeUsage = new DiscountCodeUsageMock(DataContext).GetDiscountCodeUsage(true, null);
DataContext.SaveChanges();
int monthlyPaymentDurationCodeId = Utils.GetCodeIdByCodeValue("PaymentPackageDuration", "MONTHLY");
int annualPaymentDurationCodeId = Utils.GetCodeIdByCodeValue("PaymentPackageDuration", "ANUAL");
decimal totalDue = financeBL.CalculateALLPackageAmountsByPeriod(projectMegaPackage.PackageTypeId, inventoryMegaPackage.PackageTypeId, monthlyPaymentDurationCodeId);
decimal discountedAmount = financeBL.GetDiscountedAmount(discountCodeUsage.CompanyId, totalDue, monthlyPaymentDurationCodeId, discountCodeUsage, Utils.Today, Utils.Today.AddMonths(1));
Assert.IsTrue((projectMegaPackage.Amount + inventoryMegaPackage.Amount) * (discountCodeUsage.DiscountCode.Discount / 100) == discountedAmount);
totalDue = financeBL.CalculateALLPackageAmountsByPeriod(projectMegaPackage.PackageTypeId, inventoryMegaPackage.PackageTypeId, annualPaymentDurationCodeId);
discountedAmount = financeBL.GetDiscountedAmount(discountCodeUsage.CompanyId, totalDue, annualPaymentDurationCodeId, discountCodeUsage, Utils.Today, Utils.Today.AddYears(1));
decimal discountedDays = (discountCodeUsage.EndDate - discountCodeUsage.StartDate.Value).Days;
decimal totalDays = (Utils.Today.AddYears(1) - Utils.Today).Days;
decimal noDiscountedDays = totalDays - discountedDays;
decimal testTotalAmount = (((discountedDays / totalDays) * (discountCodeUsage.DiscountCode.Discount / 100))
+ (noDiscountedDays / totalDays)) * (projectMegaPackage.AnualAmount + inventoryMegaPackage.AnualAmount);
Assert.IsTrue(decimal.Round(testTotalAmount, 2) == discountedAmount);
}
/// <summary>
/// Gets the payment package summaries.
/// </summary>
/// <param name="paymentSummaryDetail">The payment summary detail.</param>
/// <param name="dateToConsider">The date to consider.</param>
/// <param name="dataContext">The data context.</param>
/// <returns></returns>
public static List <CompanyPaymentSummary> GetPaymentPackageSummaries(PaymentSummaryDetails paymentSummaryDetail, DateTime dateToConsider, StageBitzDB dataContext)
{
int anualDurationCodeId = Utils.GetCodeIdByCodeValue("PaymentPackageDuration", "ANUAL");
int invoiceMethodCodeId = Utils.GetCodeIdByCodeValue("PaymentMethod", "INVOICE");
List <CompanyPaymentSummary> summaryList = new List <CompanyPaymentSummary>();
DateTime nextCycleStartDate = Utils.Today;
decimal totalDue = 0;
decimal educationalDiscount = decimal.Parse(Utils.GetSystemValue("EducationalDiscount"));
FinanceBL financeBL = new FinanceBL(dataContext);
CompanyBL companyBL = new CompanyBL(dataContext);
CompanyPaymentSummary existingCompanyPackageSummary = dataContext.CompanyPaymentSummaries.Where(cps => cps.CompanyId == paymentSummaryDetail.CompanyId).OrderByDescending(cps => cps.CompanyPaymentSummaryId).FirstOrDefault();
CompanyPaymentPackage currentCompanyPaymentPackage = financeBL.GetPaymentPackageForCompanyByDay(dateToConsider, paymentSummaryDetail.CompanyId);
if (existingCompanyPackageSummary != null && companyBL.IsFreeTrialCompany(paymentSummaryDetail.CompanyId)) //check whether there is an upgrade/downgrade during the freetrial
{
existingCompanyPackageSummary = null;
}
if (existingCompanyPackageSummary == null || currentCompanyPaymentPackage == null)
{
//This is for the very first time from UI. So return the amount based on promotional and educational discount amount.
totalDue = financeBL.CalculateALLPackageAmountsByPeriod(paymentSummaryDetail.ProjectPaymentPackageTypeId, paymentSummaryDetail.InventoryPaymentPackageTypeId, paymentSummaryDetail.PaymentDurationTypeCodeId);
if (paymentSummaryDetail.IsEducationPackage)
{
totalDue = totalDue * (100 - educationalDiscount) / 100;
}
else if (paymentSummaryDetail.DiscountCodeUsageToApply != null)
{
DateTime endDate = paymentSummaryDetail.PaymentDurationTypeCodeId == anualDurationCodeId?paymentSummaryDetail.PackageStartDate.AddYears(1) : paymentSummaryDetail.PackageStartDate.AddMonths(1);
totalDue = financeBL.GetDiscountedAmount(paymentSummaryDetail.CompanyId, totalDue, paymentSummaryDetail.PaymentDurationTypeCodeId, paymentSummaryDetail.DiscountCodeUsageToApply, paymentSummaryDetail.PackageStartDate, endDate);
}
nextCycleStartDate = paymentSummaryDetail.PaymentDurationTypeCodeId == anualDurationCodeId?paymentSummaryDetail.PackageStartDate.AddYears(1) : paymentSummaryDetail.PackageStartDate.AddMonths(1);
summaryList.Add(CreateCompanyPaymentSummary(totalDue, nextCycleStartDate, paymentSummaryDetail, paymentSummaryDetail.DiscountCodeUsageToApply, paymentSummaryDetail.PackageStartDate, nextCycleStartDate, (paymentSummaryDetail.PaymentMethodCodeId != null && paymentSummaryDetail.PaymentMethodCodeId == invoiceMethodCodeId), paymentSummaryDetail.PaymentMethodCodeId, paymentSummaryDetail.CompanyPaymentPackage));
}
else
{
//This happens when a user upgrades or daily agent makes repeat payments at the end of the Payment Cycle.
DateTime endDate = existingCompanyPackageSummary.NextPaymentCycleStartingDate;
int dateDifference = 0;
InventoryPaymentPackageDetails currentInventoryPaymentPackageDetails = Utils.GetSystemInventoryPackageDetailByPaymentPackageTypeId(currentCompanyPaymentPackage.InventoryPaymentPackageTypeId);
InventoryPaymentPackageDetails newInventoryPaymentPackageDetails = Utils.GetSystemInventoryPackageDetailByPaymentPackageTypeId(paymentSummaryDetail.InventoryPaymentPackageTypeId);
ProjectPaymentPackageDetails currentProjectPaymentPackageDetails = Utils.GetSystemProjectPackageDetailByPaymentPackageTypeId(currentCompanyPaymentPackage.ProjectPaymentPackageTypeId);
ProjectPaymentPackageDetails newProjectPaymentPackageDetails = Utils.GetSystemProjectPackageDetailByPaymentPackageTypeId(paymentSummaryDetail.ProjectPaymentPackageTypeId);
decimal currentTotalAmount, newTotalAmount;
//Just Get the Amounts from tables
if (currentCompanyPaymentPackage.PaymentDurationCodeId == anualDurationCodeId)
{
currentTotalAmount = currentInventoryPaymentPackageDetails.AnualAmount + currentProjectPaymentPackageDetails.AnualAmount;
newTotalAmount = newInventoryPaymentPackageDetails.AnualAmount + newProjectPaymentPackageDetails.AnualAmount;
}
else
{
currentTotalAmount = currentInventoryPaymentPackageDetails.Amount + currentProjectPaymentPackageDetails.Amount;
newTotalAmount = newInventoryPaymentPackageDetails.Amount + newProjectPaymentPackageDetails.Amount;
}
if (dateToConsider < endDate && paymentSummaryDetail.HasPackageChanged) //this happens only when a user upgrades during the payment cycle
{
dateDifference = (int)(endDate - dateToConsider).TotalDays;
totalDue = GetProrataAmount(paymentSummaryDetail, currentCompanyPaymentPackage, existingCompanyPackageSummary.DiscountCodeUsage, newTotalAmount, currentTotalAmount, endDate, dateDifference);
summaryList.Add(CreateCompanyPaymentSummary(totalDue, endDate, paymentSummaryDetail, paymentSummaryDetail.DiscountCodeUsageToApply, dateToConsider, endDate, (paymentSummaryDetail.PaymentMethodCodeId != null && paymentSummaryDetail.PaymentMethodCodeId == invoiceMethodCodeId), paymentSummaryDetail.PaymentMethodCodeId, paymentSummaryDetail.CompanyPaymentPackage));
}
else
{
//this get executed by a user when changing the package during Agent down or on package virtual end date or during a gap filling execution
// currentCompanyPaymentPackage will always be the existing package.
DateTime startDate, tempNextCycleDate = endDate;
while (tempNextCycleDate <= dateToConsider)
{
if (tempNextCycleDate == dateToConsider && paymentSummaryDetail.IsUserAction)
{
break;
}
//Find the next Package Start Date based on the duration
startDate = tempNextCycleDate;
tempNextCycleDate = currentCompanyPaymentPackage.PaymentDurationCodeId == anualDurationCodeId?tempNextCycleDate.AddYears(1) : tempNextCycleDate.AddMonths(1);
decimal recordTotalAmount = currentTotalAmount;
DiscountCodeUsage discountCodeUsage = null;
//Get the relavent education or Discount
if (currentCompanyPaymentPackage.IsEducationalPackage)
{
recordTotalAmount = recordTotalAmount * (100 - educationalDiscount) / 100;
}
else
{
//Get the DiscountCode Usage for the Day
discountCodeUsage = financeBL.GetDiscountCodeUsageByDate(startDate, currentCompanyPaymentPackage.CompanyId);
if (discountCodeUsage != null)
{
recordTotalAmount = financeBL.GetDiscountedAmount(currentCompanyPaymentPackage.CompanyId, recordTotalAmount, currentCompanyPaymentPackage.PaymentDurationCodeId, discountCodeUsage, startDate, tempNextCycleDate);
}
}
if (paymentSummaryDetail.PaymentMethodCodeId != null)
{ //this will set is monthly agent processed to true for the past records when gap filling if the user has selected the invoice option.
summaryList.Add(CreateCompanyPaymentSummary(recordTotalAmount, tempNextCycleDate, paymentSummaryDetail, discountCodeUsage, startDate, tempNextCycleDate, (paymentSummaryDetail.PaymentMethodCodeId == invoiceMethodCodeId), paymentSummaryDetail.PaymentMethodCodeId, currentCompanyPaymentPackage));
}
else
{
summaryList.Add(CreateCompanyPaymentSummary(recordTotalAmount, tempNextCycleDate, paymentSummaryDetail, discountCodeUsage, startDate, tempNextCycleDate, (currentCompanyPaymentPackage.PaymentMethodCodeId != null && currentCompanyPaymentPackage.PaymentMethodCodeId == invoiceMethodCodeId), currentCompanyPaymentPackage.PaymentMethodCodeId, currentCompanyPaymentPackage));
}
}
if (tempNextCycleDate == dateToConsider && paymentSummaryDetail.IsUserAction) //if the user do any pricing plan change on the same summmnary end date, this will calculate amounts according to the new selections
{
startDate = tempNextCycleDate;
tempNextCycleDate = paymentSummaryDetail.PaymentDurationTypeCodeId == anualDurationCodeId?tempNextCycleDate.AddYears(1) : tempNextCycleDate.AddMonths(1);
decimal recordTotalAmount = newTotalAmount;
if (paymentSummaryDetail.PaymentDurationTypeCodeId == anualDurationCodeId)
{
recordTotalAmount = newInventoryPaymentPackageDetails.AnualAmount + newProjectPaymentPackageDetails.AnualAmount;
}
else
{
recordTotalAmount = newInventoryPaymentPackageDetails.Amount + newProjectPaymentPackageDetails.Amount;
}
//Get the relevant education or Discount
if (paymentSummaryDetail.IsEducationPackage)
{
recordTotalAmount = recordTotalAmount * (100 - educationalDiscount) / 100;
}
else if (paymentSummaryDetail.DiscountCodeUsageToApply != null)
{
recordTotalAmount = financeBL.GetDiscountedAmount(paymentSummaryDetail.CompanyId, recordTotalAmount, paymentSummaryDetail.PaymentDurationTypeCodeId, paymentSummaryDetail.DiscountCodeUsageToApply, startDate, tempNextCycleDate);
}
summaryList.Add(CreateCompanyPaymentSummary(recordTotalAmount, tempNextCycleDate, paymentSummaryDetail, paymentSummaryDetail.DiscountCodeUsageToApply, startDate, tempNextCycleDate, paymentSummaryDetail.PaymentMethodCodeId != null && paymentSummaryDetail.PaymentMethodCodeId == invoiceMethodCodeId, paymentSummaryDetail.PaymentMethodCodeId, paymentSummaryDetail.CompanyPaymentPackage));
}
if (paymentSummaryDetail.HasPackageChanged && dateToConsider > endDate) // user upgrade after the yearly cycle (Calculcate Pro rata)
{
dateDifference = (int)(tempNextCycleDate - dateToConsider).TotalDays;
totalDue = GetProrataAmount(paymentSummaryDetail, currentCompanyPaymentPackage, summaryList.Count() > 0 ? summaryList.Last().DiscountCodeUsage : null, newTotalAmount, currentTotalAmount, tempNextCycleDate, dateDifference);
summaryList.Add(CreateCompanyPaymentSummary(totalDue, tempNextCycleDate, paymentSummaryDetail, paymentSummaryDetail.DiscountCodeUsageToApply, dateToConsider, tempNextCycleDate, paymentSummaryDetail.PaymentMethodCodeId != null && paymentSummaryDetail.PaymentMethodCodeId == invoiceMethodCodeId, paymentSummaryDetail.PaymentMethodCodeId, paymentSummaryDetail.CompanyPaymentPackage));
}
}
}
return(summaryList);
}
/// <summary>
/// Suspends the no payment option companies.
/// </summary>
/// <param name="dateToConsider">The date to consider.</param>
public static void SuspendNoPaymentOptionCompanies(DateTime dateToConsider)
{
using (StageBitzDB dataContext = new StageBitzDB())
{
FinanceBL financeBL = new FinanceBL(dataContext);
CompanyBL companyBL = new CompanyBL(dataContext);
//Change the status to SuspendForNoPaymentOption if there are No option being selected.
//Get all the No Payment option companies and check if they have to pay a certain amount before a certain period.
//Send them an email, If they have a due amount to pay 2 weeks ahead (PBI 11444).
int companyActiveStatusCodeId = Utils.GetCodeIdByCodeValue("CompanyStatus", "ACTIVE");
List <CompanyPaymentPackage> companyPaymentPackages = (from cpp in dataContext.CompanyPaymentPackages
where cpp.Company.CompanyStatusCodeId == companyActiveStatusCodeId &&
cpp.PaymentMethodCodeId == null && cpp.StartDate <= dateToConsider &&
(cpp.EndDate > dateToConsider || cpp.EndDate == null)
select cpp).Distinct().ToList();
foreach (CompanyPaymentPackage cpp in companyPaymentPackages)
{
int companyId = cpp.CompanyId;
decimal totalDue = financeBL.CalculateALLPackageAmountsByPeriod(cpp.ProjectPaymentPackageTypeId, cpp.InventoryPaymentPackageTypeId, cpp.PaymentDurationCodeId);
if (totalDue > 0)
{
DiscountCodeUsage currentdiscountCodeUsage = financeBL.GetDiscountCodeUsageByDate(dateToConsider, companyId);
//Get the current DiscountCodeUsage. If the discount is 100%, check whether use has been notified. If not check for 14 days ahead and record if not.
if (currentdiscountCodeUsage != null && currentdiscountCodeUsage.DiscountCode.Discount == 100)
{
CompanyDiscountNotificatonHistory companyDiscountNotificatonHistory = companyBL.GetCompanyDiscountExpireNotifiedRecord(companyId, dataContext);
bool hasNotifiedUser = (companyDiscountNotificatonHistory != null);
if (!hasNotifiedUser)
{
//Get the DiscountCode Usage and check whether it has a 100% code
DiscountCodeUsage discountCodeUsage = financeBL.GetDiscountCodeUsageByDate(dateToConsider.AddDays(14), companyId);
//If there is no 100% discount
if (discountCodeUsage == null || discountCodeUsage != null && discountCodeUsage.DiscountCode.Discount != 100)
{
//1. Notify via email
//2. Log in the table
CompanyDiscountNotificatonHistory companyDiscountNotificatonHistories = new CompanyDiscountNotificatonHistory()
{
CompanyId = companyId,
Date = Utils.Today,
IsActive = true,
CreatedDate = Utils.Today,
CreatedByUserId = 0,
LastUpdatedDate = Utils.Today,
LastUpdatedByUserId = 0
};
dataContext.CompanyDiscountNotificatonHistories.AddObject(companyDiscountNotificatonHistories);
}
}
}
else if (currentdiscountCodeUsage == null || currentdiscountCodeUsage != null && currentdiscountCodeUsage.DiscountCode.Discount != 100)
{
//Means We have to suspend the company
SuspendProjectsForCompany(companyId, dataContext);
}
}
}
dataContext.SaveChanges();
}
}