/// <summary>
/// Builds the financial assessment report sp parameters.
/// </summary>
/// <param name="financialSummary">The financial assessment report.</param>
/// <param name="isUpdate">if set to <c>true</c> [is update].</param>
/// <returns></returns>
private List <SqlParameter> BuildFinancialSummarySpParams(FinancialSummaryModel financialSummary, bool isUpdate)
{
var FinancialAssessmentXML = FinancialSummaryModelToXml(financialSummary);
var spParameters = new List <SqlParameter>();
if (isUpdate)
{
spParameters.Add(new SqlParameter("FinancialSummaryID", financialSummary.FinancialSummaryID));
}
spParameters.Add(new SqlParameter("ContactID", financialSummary.ContactID));
spParameters.Add(new SqlParameter("OrganizationID", (object)financialSummary.OrganizationID ?? DBNull.Value));
spParameters.Add(new SqlParameter("FinancialAssessmentXML", (object)FinancialAssessmentXML ?? DBNull.Value));
spParameters.Add(new SqlParameter("DateSigned", (object)financialSummary.DateSigned ?? DBNull.Value));
spParameters.Add(new SqlParameter("EffectiveDate", (object)financialSummary.EffectiveDate ?? DBNull.Value));
spParameters.Add(new SqlParameter("AssessmentEndDate", (object)financialSummary.AssessmentEndDate ?? DBNull.Value));
spParameters.Add(new SqlParameter("ExpirationDate", (object)financialSummary.ExpirationDate ?? DBNull.Value));
spParameters.Add(new SqlParameter("SignatureStatusID", (object)financialSummary.SignatureStatusID ?? DBNull.Value));
spParameters.Add(new SqlParameter("UserID", (object)financialSummary.UserID ?? DBNull.Value));
spParameters.Add(new SqlParameter("UserPhoneID", (object)financialSummary.UserPhoneID ?? DBNull.Value));
spParameters.Add(new SqlParameter("CredentialID", (object)financialSummary.CredentialID ?? DBNull.Value));
spParameters.Add(new SqlParameter("ModifiedOn", financialSummary.ModifiedOn ?? DateTime.Now));
return(spParameters);
}
/// <summary>
/// Adds the financial assessment report.
/// </summary>
/// <param name="financialSummary">The financial assessment report.</param>
/// <returns></returns>
public Response <FinancialSummaryModel> AddFinancialSummary(FinancialSummaryModel financialSummary)
{
var repository = unitOfWork.GetRepository <FinancialSummaryModel>(SchemaName.Registration);
var spParameters = BuildFinancialSummarySpParams(financialSummary, false);
var response = unitOfWork.EnsureInTransaction <Response <FinancialSummaryModel> >(repository.ExecuteNQStoredProc, "usp_AddFinancialSummary", spParameters, forceRollback: financialSummary.ForceRollback ?? false, idResult: true);
financialSummary.FinancialSummaryConfirmationStatements.RemoveAll(item => item == null);
financialSummary.FinancialSummaryID = response.ID;
financialSummary.FinancialSummaryConfirmationStatements.ForEach(delegate(FinancialSummaryConfirmationStatementModel finalcialSummaryConfirmationStatement)
{
if (finalcialSummaryConfirmationStatement != null && finalcialSummaryConfirmationStatement.SignatureBLOB != null)
{
finalcialSummaryConfirmationStatement.FinancialSummaryID = response.ID;
AddFinancialSummaryConfirmationStatement(finalcialSummaryConfirmationStatement);
}
});
// Save Client Signature
if (financialSummary.ClientSignature != null && financialSummary.ClientSignature.SignatureBlob != null)
{
AddSignature(financialSummary.ClientSignature.SignatureBlob,
financialSummary.FinancialSummaryID,
(int)DocumentType.FinancialAssessment,
null,
financialSummary.ContactID,
financialSummary.ClientSignature.EntityName,
(int)EntityType.Contact,
financialSummary.ClientSignature.ModifiedOn);
}
// Save Staff Signature
if (financialSummary.StaffSignature != null && financialSummary.StaffSignature.SignatureBlob != null)
{
AddSignature(financialSummary.StaffSignature.SignatureBlob,
financialSummary.FinancialSummaryID,
(int)DocumentType.FinancialAssessment,
null,
financialSummary.UserID,
financialSummary.StaffSignature.EntityName,
(int)EntityType.User,
financialSummary.StaffSignature.ModifiedOn);
}
// Save Legally Authorized Representative Signature
if (financialSummary.LegalAuthRepresentativeSignature != null && financialSummary.LegalAuthRepresentativeSignature.SignatureBlob != null)
{
AddSignature(financialSummary.LegalAuthRepresentativeSignature.SignatureBlob,
financialSummary.FinancialSummaryID,
(int)DocumentType.FinancialAssessment,
null,
financialSummary.UserID,
financialSummary.LegalAuthRepresentativeSignature.EntityName,
(int)EntityType.ExternalUser,
financialSummary.StaffSignature.ModifiedOn);
}
return(response);
}
public void AddFinancialSummary_Success()
{
// Arrange
var url = baseRoute + "AddFinancialSummary";
var financialSummary = new FinancialSummaryModel
{
ContactID = 1,
EffectiveDate = DateTime.UtcNow,
ExpirationDate = DateTime.UtcNow,
OrganizationID = 1,
DateSigned = DateTime.UtcNow,
SignatureStatusID = 1,
UserID = 1,
UserPhoneID = 4,
CredentialID = 1,
EmploymentStatusID = 1,
LookingForWork = true,
FinancialAssessment =
new FinancialAssessmentModel()
{
TotalIncome = 10,
TotalExpenses = 08,
TotalExtraOrdinaryExpenses = 06,
TotalOther = 10
},
FinancialAssessmentDetails =
new List <FinancialAssessmentDetailsModel>
{
new FinancialAssessmentDetailsModel()
{
CategoryTypeID = 1,
Amount = 20,
FinanceFrequencyID = 1,
CategoryID = 1
}
},
SelfPay =
new FinancialSummarySelfPayModel()
{
ISChildInConservatorship = true,
IsEnrolledInPublicBenefits = false,
},
Payors =
new List <BenefitModel>
{
new BenefitModel()
{
PayorName = "AARP",
PolicyHolderID = 20,
RelationshipTypeID = 1,
EffectiveDate = DateTime.UtcNow,
ExpirationDate = DateTime.UtcNow,
PlanID = "Plan 1",
PlanName = "TEAMCARE-(ILLINOI)",
GroupID = "Group 1",
GroupName = "TEAMCARE-(ILLINOI)"
}
},
ForceRollback = true
};
// Act
var response = communicationManager.Post <FinancialSummaryModel, Response <FinancialSummaryModel> >(financialSummary, url);
// Assert
Assert.IsTrue(response != null, "Response can't be null");
Assert.IsTrue(response.ResultCode == 0, "Financial Summary could not be created.");
}
public void UpdateFinancialSummary_Failed()
{
// Arrange
var financialSummary = new FinancialSummaryModel
{
FinancialSummaryID = -1,
ContactID = -1,
EffectiveDate = DateTime.UtcNow,
ExpirationDate = DateTime.UtcNow,
OrganizationID = 1,
DateSigned = DateTime.UtcNow,
SignatureStatusID = 1,
UserID = 1,
UserPhoneID = 4,
CredentialID = 1,
EmploymentStatusID = 1,
LookingForWork = true,
FinancialAssessment =
new FinancialAssessmentModel()
{
TotalIncome = 10,
TotalExpenses = 08,
TotalExtraOrdinaryExpenses = 06,
TotalOther = 10
},
FinancialAssessmentDetails =
new List <FinancialAssessmentDetailsModel>
{
new FinancialAssessmentDetailsModel()
{
CategoryTypeID = 1,
Amount = 20,
FinanceFrequencyID = 1,
CategoryID = 1
}
},
SelfPay =
new FinancialSummarySelfPayModel()
{
ISChildInConservatorship = true,
IsEnrolledInPublicBenefits = false,
},
Payors =
new List <BenefitModel>
{
new BenefitModel()
{
PayorName = "AARP",
PolicyHolderID = 20,
RelationshipTypeID = 1,
EffectiveDate = DateTime.UtcNow,
ExpirationDate = DateTime.UtcNow,
PlanID = "Plan 1",
PlanName = "TEAMCARE-(ILLINOI)",
GroupID = "Group 1",
GroupName = "TEAMCARE-(ILLINOI)"
}
},
ForceRollback = true
};
// Act
var response = controller.UpdateFinancialSummary(financialSummary);
// Assert
Assert.IsTrue(response != null, "Response can't be null");
Assert.IsTrue(response.RowAffected == 0, "Update financial summary expected to be failed.");
}
/// <summary>
/// Financials the summary XML to model.
/// </summary>
/// <param name="financialSummary">The financial summary.</param>
/// <returns></returns>
private FinancialSummaryModel FinancialSummaryXmlToModel(FinancialSummaryModel financialSummary)
{
XDocument doc = XDocument.Parse(financialSummary.FinancialAssessmentXML);
var copyOfFinancialSummary = new FinancialSummaryModel();
copyOfFinancialSummary = (from root in doc.Descendants("FinancialSummary")
select new FinancialSummaryModel()
{
EmploymentStatusID = root.Element("EmploymentStatusID").IsEmpty ? (int?)null : (int)root.Element("EmploymentStatusID"),
LookingForWork = root.Element("LookingForWork").IsEmpty ? (bool?)null : (bool)root.Element("LookingForWork"),
FAStaffName = root.Element("FAStaffName").IsEmpty ? null : (string)root.Element("FAStaffName"),
FAStaffCredential = root.Element("FAStaffCredential").IsEmpty ? null : (string)root.Element("FAStaffCredential"),
FAStaffPhone = root.Element("FAStaffPhone").IsEmpty ? null : (string)root.Element("FAStaffPhone"),
FAStaffExtension = root.Element("FAStaffExtension") != null ? (root.Element("FAStaffExtension").IsEmpty ? null : (string)root.Element("FAStaffExtension")) : null,
FinancialAssessment = (from financialAssessment in root.Descendants("FinancialAssessment")
where root.Descendants("FinancialAssessment").Any()
select new FinancialAssessmentModel()
{
FinancialAssessmentID = financialAssessment.Element("FinancialAssessmentID") != null ? (long)financialAssessment.Element("FinancialAssessmentID") : 0, // FinancialAssessmentID does not exists for old xml, so take care them
TotalIncome = (decimal)financialAssessment.Element("TotalIncome"),
TotalExpenses = (decimal)financialAssessment.Element("TotalExpenses"),
TotalExtraOrdinaryExpenses = (decimal)financialAssessment.Element("TotalExtraOrdinaryExpenses"),
AdjustedGrossIncome = (decimal)financialAssessment.Element("AdjustedGrossIncome"),
FamilySize = (int)financialAssessment.Element("FamilySize")
}).FirstOrDefault(),
FinancialAssessmentDetails = (from financialAssessmentDetail in root.Descendants("FinancialAssessmentDetail")
where root.Descendants("FinancialAssessmentDetail").Any()
select new FinancialAssessmentDetailsModel()
{
CategoryTypeID = (int)financialAssessmentDetail.Element("CategoryTypeID"),
CategoryID = (int)financialAssessmentDetail.Element("CategoryID"),
Amount = (decimal)financialAssessmentDetail.Element("Amount"),
FinanceFrequencyID = (int)financialAssessmentDetail.Element("FinanceFrequencyID")
}).ToList(),
Payors = (from payors in root.Descendants("Payor")
where root.Descendants("Payor").Any()
select new BenefitModel()
{
PolicyHolderName = payors.Element("PolicyHolderName").IsEmpty ? null : (string)payors.Element("PolicyHolderName"),
EffectiveDate = (payors.Element("EffectiveDate") == null || payors.Element("EffectiveDate").IsEmpty) ? (DateTime?)null : (DateTime)payors.Element("EffectiveDate"),
ExpirationDate = (payors.Element("ExpirationDate") == null || payors.Element("ExpirationDate").IsEmpty) ? (DateTime?)null : (DateTime)payors.Element("ExpirationDate"),
PayorName = (string)payors.Element("PayorName"),
RelationshipTypeID = payors.Element("RelationshipTypeID").IsEmpty ? (int?)null : (int)payors.Element("RelationshipTypeID"),
PlanID = payors.Element("PlanID").IsEmpty ? null : (string)payors.Element("PlanID"),
PlanName = payors.Element("PlanName").IsEmpty ? null : (string)payors.Element("PlanName"),
GroupID = payors.Element("GroupID").IsEmpty ? null : (string)payors.Element("GroupID"),
GroupName = payors.Element("GroupName").IsEmpty ? null : (string)payors.Element("GroupName"),
PolicyID = payors.Element("PolicyID").IsEmpty ? null : (string)payors.Element("PolicyID")
}).ToList(),
SelfPay = (from selfPay in root.Descendants("SelfPay")
where root.Descendants("SelfPay").Any()
select new FinancialSummarySelfPayModel()
{
MonthlyAbilities = (from monthlyAbility in selfPay.Descendants("MonthlyAbility")
where selfPay.Descendants("MonthlyAbility").Any()
select new MonthlyAbilityToPayModel()
{
SelfPayID = (long)monthlyAbility.Element("SelfPayID"),
OrganizationDetailID = (long)monthlyAbility.Element("OrganizationDetailID"),
ContactID = (long)monthlyAbility.Element("ContactID"),
SelfPayAmount = (monthlyAbility.Element("SelfPayAmount") == null || monthlyAbility.Element("SelfPayAmount").IsEmpty) ? (decimal?)null : (decimal)monthlyAbility.Element("SelfPayAmount"),
IsPercent = (monthlyAbility.Element("IsPercent") == null || monthlyAbility.Element("IsPercent").IsEmpty) ? (bool?)null : (bool)monthlyAbility.Element("IsPercent"),
EffectiveDate = (monthlyAbility.Element("EffectiveDate") == null || monthlyAbility.Element("EffectiveDate").IsEmpty) ? (DateTime?)null : (DateTime)monthlyAbility.Element("EffectiveDate"),
ExpirationDate = monthlyAbility.Element("ExpirationDate") == null || (monthlyAbility.Element("ExpirationDate").IsEmpty) ? (DateTime?)null : (DateTime)monthlyAbility.Element("ExpirationDate")
}
).ToList(),
ISChildInConservatorship = selfPay.Element("ISChildInConservatorship").IsEmpty ? false : (bool)selfPay.Element("ISChildInConservatorship"),
IsNotAttested = selfPay.Element("IsNotAttested").IsEmpty ? false : (bool)selfPay.Element("IsNotAttested"),
IsEnrolledInPublicBenefits = selfPay.Element("IsEnrolledInPublicBenefits").IsEmpty ? false : (bool)selfPay.Element("IsEnrolledInPublicBenefits"),
IsRequestingReconsideration = selfPay.Element("IsRequestingReconsideration").IsEmpty ? false : (bool)selfPay.Element("IsRequestingReconsideration"),
IsNotGivingConsent = selfPay.Element("IsNotGivingConsent").IsEmpty ? false : (bool)selfPay.Element("IsNotGivingConsent"),
IsOtherChildEnrolled = selfPay.Element("IsOtherChildEnrolled").IsEmpty ? false : (bool)selfPay.Element("IsOtherChildEnrolled"),
IsApplyingForPublicBenefits = selfPay.Element("IsApplyingForPublicBenefits").IsEmpty ? false : (bool)selfPay.Element("IsApplyingForPublicBenefits"),
IsReconsiderationOfAdjustment = selfPay.Element("IsReconsiderationOfAdjustment").IsEmpty ? false : (bool)selfPay.Element("IsReconsiderationOfAdjustment")
}).FirstOrDefault()
}).FirstOrDefault();
financialSummary.EmploymentStatusID = copyOfFinancialSummary.EmploymentStatusID;
financialSummary.LookingForWork = copyOfFinancialSummary.LookingForWork;
financialSummary.FAStaffName = copyOfFinancialSummary.FAStaffName;
financialSummary.FAStaffCredential = copyOfFinancialSummary.FAStaffCredential;
financialSummary.FAStaffPhone = copyOfFinancialSummary.FAStaffPhone;
financialSummary.FAStaffExtension = copyOfFinancialSummary.FAStaffExtension;
financialSummary.FinancialAssessment = copyOfFinancialSummary.FinancialAssessment;
financialSummary.FinancialAssessmentDetails = copyOfFinancialSummary.FinancialAssessmentDetails;
financialSummary.Payors = copyOfFinancialSummary.Payors;
financialSummary.SelfPay = copyOfFinancialSummary.SelfPay;
return(financialSummary);
}
/// <summary>
/// Financials the summary model to XML.
/// </summary>
/// <param name="financialSummary">The financial summary XML.</param>
/// <returns></returns>
private string FinancialSummaryModelToXml(FinancialSummaryModel financialSummary)
{
var xmlString =
new XElement("FinancialSummary",
new XElement("EmploymentStatusID", financialSummary.EmploymentStatusID != null ? financialSummary.EmploymentStatusID : null),
new XElement("LookingForWork", financialSummary.LookingForWork != null ? financialSummary.LookingForWork : null),
new XElement("FAStaffName", financialSummary.FAStaffName != null ? financialSummary.FAStaffName : null),
new XElement("FAStaffCredential", financialSummary.FAStaffCredential != null ? financialSummary.FAStaffCredential : null),
new XElement("FAStaffPhone", financialSummary.FAStaffPhone != null ? financialSummary.FAStaffPhone : null),
new XElement("FAStaffExtension", financialSummary.FAStaffExtension != null ? financialSummary.FAStaffExtension : null),
financialSummary.FinancialAssessment != null ?
new XElement("FinancialAssessment",
new XElement("FinancialAssessmentID", financialSummary.FinancialAssessment.FinancialAssessmentID),
new XElement("TotalIncome", financialSummary.FinancialAssessment.TotalIncome),
new XElement("TotalExpenses", financialSummary.FinancialAssessment.TotalExpenses),
new XElement("TotalExtraOrdinaryExpenses", financialSummary.FinancialAssessment.TotalExtraOrdinaryExpenses),
new XElement("FamilySize", financialSummary.FinancialAssessment.FamilySize),
new XElement("AdjustedGrossIncome", financialSummary.FinancialAssessment.AdjustedGrossIncome)) : null,
new XElement("FinancialAssessmentDetails",
financialSummary.FinancialAssessmentDetails != null ?
from financialAssessmentDetails in financialSummary.FinancialAssessmentDetails
select
new XElement("FinancialAssessmentDetail",
new XElement("CategoryTypeID", financialAssessmentDetails.CategoryTypeID),
new XElement("Amount", financialAssessmentDetails.Amount),
new XElement("CategoryID", financialAssessmentDetails.CategoryID),
new XElement("FinanceFrequencyID", financialAssessmentDetails.FinanceFrequencyID))
: null),
new XElement("Payors",
financialSummary.Payors != null ?
from payors in financialSummary.Payors
select
new XElement("Payor",
new XElement("PolicyHolderName", payors.PolicyHolderName != null ? payors.PolicyHolderName : null),
new XElement("EffectiveDate", payors.EffectiveDate != null ? payors.EffectiveDate : null),
new XElement("ExpirationDate", payors.ExpirationDate != null ? payors.ExpirationDate : null),
new XElement("PayorName", payors.PayorName),
new XElement("RelationshipTypeID", payors.RelationshipTypeID != null ? payors.RelationshipTypeID : null),
new XElement("PlanID", payors.PlanID != null ? payors.PlanID : null),
new XElement("PlanName", payors.PlanName != null ? payors.PlanName : null),
new XElement("GroupID", payors.GroupID != null ? payors.GroupID : null),
new XElement("PolicyID", payors.PolicyID != null ? payors.PolicyID : null),
new XElement("GroupName", payors.GroupName != null ? payors.GroupName : null))
: null),
financialSummary.SelfPay != null ?
new XElement("SelfPay",
new XElement("ISChildInConservatorship", financialSummary.SelfPay.ISChildInConservatorship),
new XElement("IsNotAttested", financialSummary.SelfPay.IsNotAttested),
new XElement("IsEnrolledInPublicBenefits", financialSummary.SelfPay.IsEnrolledInPublicBenefits),
new XElement("IsRequestingReconsideration", financialSummary.SelfPay.IsRequestingReconsideration),
new XElement("IsNotGivingConsent", financialSummary.SelfPay.IsNotGivingConsent),
new XElement("IsOtherChildEnrolled", financialSummary.SelfPay.IsOtherChildEnrolled),
new XElement("IsApplyingForPublicBenefits", financialSummary.SelfPay.IsApplyingForPublicBenefits),
new XElement("IsReconsiderationOfAdjustment", financialSummary.SelfPay.IsReconsiderationOfAdjustment),
new XElement("MonthlyAbilities",
from selfPay in financialSummary.SelfPay.MonthlyAbilities
select
new XElement("MonthlyAbility",
new XElement("SelfPayID", selfPay.SelfPayID),
new XElement("OrganizationDetailID", selfPay.OrganizationDetailID),
new XElement("ContactID", selfPay.ContactID),
new XElement("SelfPayAmount", selfPay.SelfPayAmount),
new XElement("IsPercent", selfPay.IsPercent),
new XElement("EffectiveDate", selfPay.EffectiveDate),
new XElement("ExpirationDate", selfPay.ExpirationDate))))
: null);
return(xmlString.ToString());
}
/// <summary>
/// Updates the financial summary.
/// </summary>
/// <param name="financialAssessment">The financial assessment.</param>
/// <returns></returns>
public Response <FinancialSummaryModel> UpdateFinancialSummary(FinancialSummaryModel financialAssessment)
{
return(financialSummaryService.UpdateFinancialSummary(financialAssessment));
}
public IHttpActionResult UpdateFinancialSummary(FinancialSummaryModel financialSummary)
{
return(new HttpResult <Response <FinancialSummaryModel> >(financialSummaryRuleEngine.UpdateFinancialSummary(financialSummary), Request));
}
public Response <FinancialSummaryModel> UpdateFinancialSummary(FinancialSummaryModel financialSummary)
{
return(financialSummaryRepository.UpdateFinancialSummary(financialSummary));
}
public Response <FinancialSummaryModel> AddFinancialSummary(FinancialSummaryModel financialSummary)
{
return(financialSummaryRepository.AddFinancialSummary(financialSummary));
}
/// <summary>
/// Updates the financial summary.
/// </summary>
/// <param name="financialSummary">The financial summary.</param>
/// <returns></returns>
public Response <FinancialSummaryModel> UpdateFinancialSummary(FinancialSummaryModel financialSummary)
{
string apiUrl = baseRoute + "UpdateFinancialSummary";
return(communicationManager.Put <FinancialSummaryModel, Response <FinancialSummaryModel> >(financialSummary, apiUrl));
}
/// <summary>
/// Adds the financial summary.
/// </summary>
/// <param name="financialSummary">The financial assessment.</param>
/// <returns></returns>
public Response <FinancialSummaryModel> AddFinancialSummary(FinancialSummaryModel financialSummary)
{
string apiUrl = BaseRoute + "AddFinancialSummary";
return(communicationManager.Post <FinancialSummaryModel, Response <FinancialSummaryModel> >(financialSummary, apiUrl));
}
public IHttpActionResult UpdateFinancialSummary(FinancialSummaryModel financialSummary)
{
return(new HttpResult <Response <FinancialSummaryModel> >(financialAssessmentDataProvider.UpdateFinancialSummary(financialSummary), Request));
}
