public async Task <ActionResult <ExpenseSubClaimDTO> > GetExpenseSubClaim(int id)
{
var expenseSubClaim = await _context.ExpenseSubClaims.FindAsync(id);
if (expenseSubClaim == null)
{
return(Conflict(new RespStatus {
Status = "Failure", Message = "Expense Id is not Valid!"
}));
}
// Expense reimburse request Id
int expReimbReqId = _context.ExpenseSubClaims.Find(expenseSubClaim.Id).ExpenseReimburseRequestId;
ExpenseReimburseRequest expReimReq = _context.ExpenseReimburseRequests.Find(expReimbReqId);
int empId = _context.ExpenseReimburseRequests.Find(expReimbReqId).EmployeeId;
string empFullName = _context.Employees.Find(empId).GetFullName();
//
ExpenseSubClaimDTO expenseSubClaimsDto = new();
expenseSubClaimsDto.Id = expenseSubClaim.Id;
expenseSubClaimsDto.EmployeeId = empId;
expenseSubClaimsDto.EmployeeName = empFullName;
expenseSubClaimsDto.ExpenseReimbClaimAmount = expenseSubClaim.ExpenseReimbClaimAmount;
expenseSubClaimsDto.DocumentIDs = expenseSubClaim.DocumentIDs;
expenseSubClaimsDto.ExpReimReqDate = expReimReq.ExpReimReqDate;
expenseSubClaimsDto.InvoiceNo = expenseSubClaim.InvoiceNo;
expenseSubClaimsDto.InvoiceDate = expenseSubClaim.InvoiceDate;
expenseSubClaimsDto.Tax = expenseSubClaim.Tax;
expenseSubClaimsDto.TaxAmount = expenseSubClaim.TaxAmount;
expenseSubClaimsDto.Vendor = expenseSubClaim.Vendor;
expenseSubClaimsDto.Location = expenseSubClaim.Location;
expenseSubClaimsDto.Description = expenseSubClaim.Description;
expenseSubClaimsDto.CurrencyTypeId = expReimReq.CurrencyTypeId;
expenseSubClaimsDto.CurrencyType = _context.CurrencyTypes.Find(expReimReq.CurrencyTypeId).CurrencyCode;
expenseSubClaimsDto.ExpenseTypeId = expenseSubClaim.ExpenseTypeId;
expenseSubClaimsDto.ExpenseType = _context.ExpenseTypes.Find(expenseSubClaim.ExpenseTypeId).ExpenseTypeName;
expenseSubClaimsDto.Department = expReimReq.DepartmentId != null?_context.Departments.Find(expReimReq.DepartmentId).DeptName : null;
expenseSubClaimsDto.DepartmentId = expReimReq.DepartmentId;
expenseSubClaimsDto.Project = expReimReq.ProjectId != null?_context.Projects.Find(expReimReq.ProjectId).ProjectName : null;
expenseSubClaimsDto.ProjectId = expReimReq.ProjectId;
expenseSubClaimsDto.SubProject = expReimReq.SubProjectId != null?_context.SubProjects.Find(expReimReq.SubProjectId).SubProjectName : null;
expenseSubClaimsDto.SubProjectId = expReimReq.SubProjectId;
expenseSubClaimsDto.WorkTask = expReimReq.WorkTaskId != null?_context.WorkTasks.Find(expReimReq.WorkTaskId).TaskName : null;
expenseSubClaimsDto.WorkTaskId = expReimReq.WorkTaskId;
expenseSubClaimsDto.ApprovalStatusType = _context.ApprovalStatusTypes.Find(expReimReq.ApprovalStatusTypeId).Status;
expenseSubClaimsDto.ApprovalStatusTypeId = expReimReq.ApprovalStatusTypeId;
expenseSubClaimsDto.ApprovedDate = expReimReq.ApprovedDate;
return(Ok(expenseSubClaimsDto));
}
public async Task <ActionResult <IEnumerable <ExpenseSubClaim> > > GetExpenseSubClaims()
{
List <ExpenseSubClaim> expenseSubClaims = await _context.ExpenseSubClaims.ToListAsync();
List <ExpenseSubClaimDTO> expenseSubClaimDTOs = new();
foreach (ExpenseSubClaim expenseSubClaim in expenseSubClaims)
{
// Expense reimburse request Id
int expReimbReqId = _context.ExpenseSubClaims.Find(expenseSubClaim.Id).ExpenseReimburseRequestId;
ExpenseReimburseRequest expReimReq = _context.ExpenseReimburseRequests.Find(expReimbReqId);
int empId = _context.ExpenseReimburseRequests.Find(expReimbReqId).EmployeeId;
string empFullName = _context.Employees.Find(empId).GetFullName();
//
ExpenseSubClaimDTO expenseSubClaimsDto = new();
expenseSubClaimsDto.Id = expenseSubClaim.Id;
expenseSubClaimsDto.EmployeeId = empId;
expenseSubClaimsDto.EmployeeName = empFullName;
expenseSubClaimsDto.ExpenseReimbClaimAmount = expenseSubClaim.ExpenseReimbClaimAmount;
expenseSubClaimsDto.DocumentIDs = expenseSubClaim.DocumentIDs;
expenseSubClaimsDto.ExpReimReqDate = expReimReq.ExpReimReqDate;
expenseSubClaimsDto.InvoiceNo = expenseSubClaim.InvoiceNo;
expenseSubClaimsDto.InvoiceDate = expenseSubClaim.InvoiceDate;
expenseSubClaimsDto.Tax = expenseSubClaim.Tax;
expenseSubClaimsDto.TaxAmount = expenseSubClaim.TaxAmount;
expenseSubClaimsDto.Vendor = expenseSubClaim.Vendor;
expenseSubClaimsDto.Location = expenseSubClaim.Location;
expenseSubClaimsDto.Description = expenseSubClaim.Description;
expenseSubClaimsDto.CurrencyTypeId = expReimReq.CurrencyTypeId;
expenseSubClaimsDto.CurrencyType = _context.CurrencyTypes.Find(expReimReq.CurrencyTypeId).CurrencyCode;
expenseSubClaimsDto.ExpenseTypeId = expenseSubClaim.ExpenseTypeId;
expenseSubClaimsDto.ExpenseType = _context.ExpenseTypes.Find(expenseSubClaim.ExpenseTypeId).ExpenseTypeName;
expenseSubClaimsDto.Department = _context.Departments.Find(expReimReq.DepartmentId).DeptName;
expenseSubClaimsDto.DepartmentId = expReimReq.DepartmentId;
expenseSubClaimsDto.Project = _context.Projects.Find(expReimReq.ProjectId).ProjectName;
expenseSubClaimsDto.ProjectId = expReimReq.ProjectId;
expenseSubClaimsDto.SubProject = _context.SubProjects.Find(expReimReq.SubProjectId).SubProjectName;
expenseSubClaimsDto.SubProjectId = expReimReq.SubProjectId;
expenseSubClaimsDto.WorkTask = _context.WorkTasks.Find(expReimReq.WorkTaskId).TaskName;
expenseSubClaimsDto.WorkTaskId = expReimReq.WorkTaskId;
expenseSubClaimsDto.ApprovalStatusType = _context.ApprovalStatusTypes.Find(expReimReq.ApprovalStatusTypeId).Status;
expenseSubClaimsDto.ApprovalStatusTypeId = expReimReq.ApprovalStatusTypeId;
expenseSubClaimsDto.ApprovedDate = expReimReq.ApprovedDate;
expenseSubClaimDTOs.Add(expenseSubClaimsDto);
}
return(Ok(expenseSubClaimDTOs));
}
public async Task <ActionResult <ExpenseReimburseRequest> > PostExpenseReimburseRequest(List <ExpenseReimburseRequestDTO> listExpenseReimburseRequestDto)
{
if (listExpenseReimburseRequestDto.Count == 1)
{
ExpenseReimburseRequest expenseReimburseRequest = null;
ExpenseReimburseRequestDTO expenseReimburseRequestDto = listExpenseReimburseRequestDto[0];
StringBuilder StrBuilderUploadedDocuments = new StringBuilder();
if (ModelState.IsValid)
{
string uniqueFileName = null;
uniqueFileName = await SaveFileToFolderAndGetName(expenseReimburseRequestDto);
expenseReimburseRequest = new ExpenseReimburseRequest()
{
EmployeeId = expenseReimburseRequestDto.EmployeeId,
ExpenseReimbClaimAmount = expenseReimburseRequestDto.ExpenseReimbClaimAmount,
Documents = StrBuilderUploadedDocuments.ToString(),
ExpReimReqDate = expenseReimburseRequestDto.ExpReimReqDate
//ExpenseTypeId = expenseReimburseRequestDto.ExpenseTypeId
};
_context.ExpenseReimburseRequests.Add(expenseReimburseRequest);
await _context.SaveChangesAsync();
}
//##### 3. Adding a entry in DisbursementsAndClaimsMaster table for records
//If it is department based Expense reimbursement claim
if (expenseReimburseRequestDto.ProjectId == null)
{
_context.DisbursementsAndClaimsMasters.Add(new DisbursementsAndClaimsMaster()
{
EmployeeId = expenseReimburseRequestDto.EmployeeId,
PettyCashRequestId = null,
ExpenseReimburseReqId = expenseReimburseRequest.Id,
AdvanceOrReimburseId = (int)AdvanceOrReimburse.ExpenseReim,
ProjectId = null,
SubProjectId = null,
WorkTaskId = null,
RecordDate = DateTime.Now,
Amount = expenseReimburseRequest.ExpenseReimbClaimAmount,
CostCentreId = _context.Departments.Find(_context.Employees.Find(expenseReimburseRequestDto.EmployeeId).DepartmentId).CostCentreId,
ApprovalStatusId = (int)ApprovalStatus.Pending
});
await _context.SaveChangesAsync();
}
else //If it is Project based Expense reimbursement claim
{
_context.DisbursementsAndClaimsMasters.Add(new DisbursementsAndClaimsMaster()
{
EmployeeId = expenseReimburseRequestDto.EmployeeId,
PettyCashRequestId = null,
ExpenseReimburseReqId = expenseReimburseRequest.Id,
AdvanceOrReimburseId = (int)AdvanceOrReimburse.ExpenseReim,
ProjectId = expenseReimburseRequest.ProjectId,
SubProjectId = expenseReimburseRequest.SubProjectId,
WorkTaskId = expenseReimburseRequest.WorkTaskId,
RecordDate = DateTime.Now,
Amount = expenseReimburseRequest.ExpenseReimbClaimAmount,
CostCentreId = _context.Projects.Find(expenseReimburseRequestDto.ProjectId).CostCentreId,
ApprovalStatusId = (int)ApprovalStatus.Pending
});
await _context.SaveChangesAsync();
}
//##### 4. ClaimsApprovalTracker to be updated for all the allowed Approvers
if (expenseReimburseRequestDto.ProjectId == null)
{
await Task.Run(() => ProjectBasedExpReimRequest(expenseReimburseRequestDto, expenseReimburseRequest.Id));
}
else
{
await Task.Run(() => DepartmentBasedExpReimRequest(expenseReimburseRequestDto, expenseReimburseRequest.Id));
}
}
else
{
/// for multiple Expenseclaims at the same time
///
///TODO lis
}
return(Ok());
}
private async Task <IActionResult> ProjectBasedExpReimRequest(ExpenseReimburseRequestDTO expenseReimburseRequestDto)
{
//### 1. If Employee Eligible for Cash Claim enter a record and reduce the available amount for next claim
#region
int costCenterId = _context.Projects.Find(expenseReimburseRequestDto.ProjectId).CostCenterId;
int projManagerid = _context.Projects.Find(expenseReimburseRequestDto.ProjectId).ProjectManagerId;
var approver = _context.Employees.Find(projManagerid);
int reqEmpid = expenseReimburseRequestDto.EmployeeId;
Employee reqEmp = _context.Employees.Find(reqEmpid);
int reqApprGroupId = reqEmp.ApprovalGroupId;
int reqRoleId = reqEmp.RoleId;
int maxApprLevel = _context.ApprovalRoleMaps.Include("ApprovalLevel").Where(a => a.ApprovalGroupId == reqApprGroupId).ToList().Select(x => x.ApprovalLevel).Max(a => a.Level);
int reqApprLevel = _context.ApprovalRoleMaps.Include("ApprovalLevel").Where(a => a.ApprovalGroupId == reqApprGroupId && a.RoleId == reqRoleId).Select(x => x.ApprovalLevel).FirstOrDefault().Level;
bool isSelfApprovedRequest = false;
////
///
ExpenseReimburseRequest expenseReimburseRequest = new();
double dblTotalClaimAmount = 0;
expenseReimburseRequest.ExpenseReportTitle = expenseReimburseRequestDto.ExpenseReportTitle;
expenseReimburseRequest.EmployeeId = expenseReimburseRequestDto.EmployeeId;
expenseReimburseRequest.CurrencyTypeId = expenseReimburseRequestDto.CurrencyTypeId;
expenseReimburseRequest.TotalClaimAmount = dblTotalClaimAmount; //Currently Zero but added as per the request
expenseReimburseRequest.ExpReimReqDate = DateTime.Now;
expenseReimburseRequest.DepartmentId = null;
expenseReimburseRequest.ProjectId = expenseReimburseRequestDto.ProjectId;
expenseReimburseRequest.SubProjectId = expenseReimburseRequestDto.SubProjectId;
expenseReimburseRequest.WorkTaskId = expenseReimburseRequestDto.WorkTaskId;
expenseReimburseRequest.ApprovalStatusTypeId = (int)EApprovalStatus.Pending;
//expenseReimburseRequest.ApprovedDate = expenseReimburseRequestDto.ApprovedDate;
expenseReimburseRequest.Comments = "Expense Reimburse Request in Process!";
_context.ExpenseReimburseRequests.Add(expenseReimburseRequest); // <= this generated the Id
await _context.SaveChangesAsync();
///
foreach (ExpenseSubClaimDTO expenseSubClaimDto in expenseReimburseRequestDto.ExpenseSubClaims)
{
ExpenseSubClaim expenseSubClaim = new();
//get expensereimburserequestId from the saved record and then use here for sub-claims
expenseSubClaim.ExpenseReimburseRequestId = expenseReimburseRequest.Id;
expenseSubClaim.ExpenseTypeId = expenseSubClaimDto.ExpenseTypeId;
expenseSubClaim.ExpenseReimbClaimAmount = expenseSubClaimDto.ExpenseReimbClaimAmount;
expenseSubClaim.DocumentIDs = expenseSubClaimDto.DocumentIDs;
expenseSubClaim.InvoiceNo = expenseSubClaimDto.InvoiceNo;
expenseSubClaim.InvoiceDate = expenseSubClaimDto.InvoiceDate;
expenseSubClaim.Tax = expenseSubClaimDto.Tax;
expenseSubClaim.TaxAmount = expenseSubClaimDto.TaxAmount;
expenseSubClaim.Vendor = expenseSubClaimDto.Vendor;
expenseSubClaim.Location = expenseSubClaimDto.Location;
expenseSubClaim.Description = expenseSubClaimDto.Description;
_context.ExpenseSubClaims.Add(expenseSubClaim);
await _context.SaveChangesAsync();
dblTotalClaimAmount = dblTotalClaimAmount + expenseSubClaimDto.TaxAmount + expenseSubClaimDto.ExpenseReimbClaimAmount;
}
ExpenseReimburseRequest exp = _context.ExpenseReimburseRequests.Find(expenseReimburseRequest.Id);
exp.TotalClaimAmount = dblTotalClaimAmount;
_context.ExpenseReimburseRequests.Update(exp);
await _context.SaveChangesAsync();
///////////////////////////// Check if self Approved Request /////////////////////////////
//if highest approver is requesting Petty cash request himself
if (maxApprLevel == reqApprLevel || projManagerid == reqEmpid)
{
isSelfApprovedRequest = true;
}
//////////////////////////////////////////////////////////////////////////////////////////
//var test = _context.ApprovalRoleMaps.Include(a => a.ApprovalLevel).ToList().OrderBy(o => o.ApprovalLevel.Level);
if (isSelfApprovedRequest)
{
ExpenseReimburseStatusTracker expenseReimburseStatusTracker = new()
{
EmployeeId = expenseReimburseRequestDto.EmployeeId,
ExpenseReimburseRequestId = expenseReimburseRequest.Id,
CurrencyTypeId = expenseReimburseRequestDto.CurrencyTypeId,
TotalClaimAmount = dblTotalClaimAmount,
ExpReimReqDate = DateTime.Now,
DepartmentId = null,
ProjManagerId = projManagerid,
ProjectId = expenseReimburseRequestDto.ProjectId, //Approver Project Id
SubProjectId = expenseReimburseRequestDto.SubProjectId,
WorkTaskId = expenseReimburseRequestDto.WorkTaskId,
JobRoleId = _context.Employees.Find(expenseReimburseRequestDto.EmployeeId).RoleId,
ApprovalGroupId = reqApprGroupId,
ApprovalLevelId = 2, //(reqApprLevel) or 2 default approval level is 2 for Project based request
ApprovedDate = null,
ApprovalStatusTypeId = (int)EApprovalStatus.Approved, //1-Pending, 2-Approved, 3-Rejected
Comments = "Self Approved Request!"
};
_context.ExpenseReimburseStatusTrackers.Add(expenseReimburseStatusTracker);
expenseReimburseRequest.ApprovalStatusTypeId = (int)EApprovalStatus.Approved;
_context.ExpenseReimburseRequests.Update(expenseReimburseRequest);
await _context.SaveChangesAsync();
}
else
{
ExpenseReimburseStatusTracker expenseReimburseStatusTracker = new()
{
EmployeeId = expenseReimburseRequestDto.EmployeeId,
ExpenseReimburseRequestId = expenseReimburseRequest.Id,
CurrencyTypeId = expenseReimburseRequestDto.CurrencyTypeId,
TotalClaimAmount = dblTotalClaimAmount,
ExpReimReqDate = DateTime.Now,
DepartmentId = null,
ProjManagerId = projManagerid,
ProjectId = expenseReimburseRequestDto.ProjectId, //Approver Project Id
SubProjectId = expenseReimburseRequestDto.SubProjectId,
WorkTaskId = expenseReimburseRequestDto.WorkTaskId,
JobRoleId = approver.RoleId,
ApprovalGroupId = reqApprGroupId,
ApprovalLevelId = 2, // default approval level is 2 for Project based request
ApprovedDate = null,
ApprovalStatusTypeId = (int)EApprovalStatus.Pending,
Comments = "Expense Reimburse is in Process!"
};
_context.ExpenseReimburseStatusTrackers.Add(expenseReimburseStatusTracker);
await _context.SaveChangesAsync();
//##### 5. Send email to the Approver
//####################################
if (isSelfApprovedRequest)
{
return(null);
}
var approverMailAddress = approver.Email;
string subject = expenseReimburseRequest.ExpenseReportTitle + " - #" + expenseReimburseRequest.Id.ToString();
Employee emp = _context.Employees.Find(expenseReimburseRequestDto.EmployeeId);
string content = "Expense Reimbursement request Approval sought by " + emp.FirstName + "<br/>for the amount of " + expenseReimburseRequest.TotalClaimAmount + "<br/>towards " + expenseReimburseRequest.ExpenseReportTitle;
var messagemail = new Message(new string[] { approverMailAddress }, subject, content);
await _emailSender.SendEmailAsync(messagemail);
//repeat for each approver
}
#endregion
//##### 5. Adding a entry in DisbursementsAndClaimsMaster table for records
#region
DisbursementsAndClaimsMaster disbursementsAndClaimsMaster = new();
disbursementsAndClaimsMaster.EmployeeId = expenseReimburseRequestDto.EmployeeId;
disbursementsAndClaimsMaster.ExpenseReimburseReqId = expenseReimburseRequest.Id;
disbursementsAndClaimsMaster.RequestTypeId = (int)ERequestType.ExpenseReim;
disbursementsAndClaimsMaster.DepartmentId = null;
disbursementsAndClaimsMaster.ProjectId = expenseReimburseRequestDto.ProjectId;
disbursementsAndClaimsMaster.SubProjectId = expenseReimburseRequestDto.SubProjectId;
disbursementsAndClaimsMaster.WorkTaskId = expenseReimburseRequestDto.WorkTaskId;
disbursementsAndClaimsMaster.RecordDate = DateTime.Now;
disbursementsAndClaimsMaster.CurrencyTypeId = expenseReimburseRequestDto.CurrencyTypeId;
disbursementsAndClaimsMaster.ClaimAmount = dblTotalClaimAmount;
disbursementsAndClaimsMaster.CostCenterId = costCenterId;
disbursementsAndClaimsMaster.ApprovalStatusId = (int)EApprovalStatus.Pending; //1-Initiating; 2-Pending; 3-InReview; 4-Approved; 5-Rejected
disbursementsAndClaimsMaster.IsSettledAmountCredited = false;
//save at the end of the code. not here!
#endregion
/// #############################
// Crediting back to the wallet (for self approvedRequest Only)
/// #############################
///
if (isSelfApprovedRequest)
{
double expenseReimAmt = expenseReimburseRequest.TotalClaimAmount;
double RoleLimitAmt = _context.JobRoles.Find(_context.Employees.Find(expenseReimburseRequest.EmployeeId).RoleId).MaxPettyCashAllowed;
EmpCurrentPettyCashBalance empCurrentPettyCashBalance = _context.EmpCurrentPettyCashBalances.Where(e => e.EmployeeId == expenseReimburseRequest.EmployeeId).FirstOrDefault();
double empCurPettyBal = empCurrentPettyCashBalance.CurBalance;
//logic goes here
if (expenseReimAmt + empCurPettyBal >= RoleLimitAmt) // claiming amount is greater than replishable amount
{
disbursementsAndClaimsMaster.AmountToWallet = RoleLimitAmt - empCurPettyBal;
disbursementsAndClaimsMaster.AmountToCredit = expenseReimAmt - (RoleLimitAmt - empCurPettyBal);
}
else
{
//fully credit to Wallet - Zero amount to bank amount
disbursementsAndClaimsMaster.AmountToWallet = expenseReimAmt;
disbursementsAndClaimsMaster.AmountToCredit = 0;
}
disbursementsAndClaimsMaster.ApprovalStatusId = (int)EApprovalStatus.Approved;
_context.Update(disbursementsAndClaimsMaster);
//Final Approveer hence update the EmpCurrentPettyCashBalance table for the employee to reflect the credit
empCurrentPettyCashBalance.CurBalance = empCurPettyBal + disbursementsAndClaimsMaster.AmountToWallet ?? 0;
empCurrentPettyCashBalance.UpdatedOn = DateTime.Now;
_context.EmpCurrentPettyCashBalances.Update(empCurrentPettyCashBalance);
await _context.DisbursementsAndClaimsMasters.AddAsync(disbursementsAndClaimsMaster);
await _context.SaveChangesAsync();
return(Ok(new RespStatus {
Status = "Success", Message = "Self approved Expense Claim Submitted Successfully!"
}));
}
///
await _context.DisbursementsAndClaimsMasters.AddAsync(disbursementsAndClaimsMaster);
await _context.SaveChangesAsync();
return(Ok(new RespStatus {
Status = "Success", Message = "Expense Claim Submitted Successfully!"
}));
}
#endregion
//
}
