private Decimal getPlanAssets(CRM.Model.Engagement engagement, Generator generator)
{
var planAssetValue = engagement.GetAssetsForInvoice(generator.BillingDate, generator.PlanEngagements, generator.PlanAccounts, generator.PlanAssets, this.getPreviousBillingDate().AddDays(1));
// is not first, tiered rate, ongoing engagement and is in arrears
var billingType = Calculator.GetInvoiceBillingType(this._engagementProductType, this._engagementEffectiveDate, this._generator.BillingDate, this._isNewEngagement);
var billingLength = (this._generator.BillingDate.Date - this.getPreviousBillingDate().Date).Days;
var isFirstEngagementInvoice = !(this._generator.BillingDate >= this._engagement.EffectiveDate.AddDays(billingLength));
if (isFirstEngagementInvoice)
{
var clientId = this._engagement.ClientId;
var clientEngagements = this._generator.Engagements.FindAll(x => x.ClientId == clientId);
if (clientEngagements.FindAll(x => x.IsTieredOngoingEngagement()).Count > 0)
{
var firstProductType = clientEngagements.FindAll(x => x.IsTieredOngoingEngagement()).OrderBy(x => x.EffectiveDate).First().ProductType;
if (firstProductType != this._engagement.ProductType)
{
isFirstEngagementInvoice = false;
}
}
}
if (this._engagement.IsTieredOngoingEngagement() && !isFirstEngagementInvoice && billingType == Model.BillingType.InArrears)
{
planAssetValue = engagement.GetAssetsForInvoice(this.getPreviousBillingDate(), generator.PlanEngagements, generator.PlanAccounts, generator.PlanAssets, this.getPreviousBillingDate(this.getPreviousBillingDate()).AddDays(1));
}
else if (billingType == Model.BillingType.InAdvanced && this._isTerminatedEngagement)
{
planAssetValue = engagement.GetAssetsForInvoice(this.getPreviousBillingDate(), generator.PlanEngagements, generator.PlanAccounts, generator.PlanAssets, this.getPreviousBillingDate(this.getPreviousBillingDate()).AddDays(1));
}
return(planAssetValue);
}
public GeneratorInvoice(CRM.Model.Engagement engagement, Generator generator)
{
this._generator = generator;
this._engagement = engagement;
this._engagementProductType = engagement.GetProductTypeDetail();
this._engagementEffectiveDate = (DateTime)engagement.EffectiveDate;
this._engagementTerminationDate = engagement.ContractTerminationDate;
this._engagementTierLevel = (int)engagement.Tier;
this._isNewEngagement = engagement.IsNewOnBillingDate(generator.BillingDate);
this._isTerminatedEngagement = engagement.IsTerminatedOnBillingDate(generator.BillingDate);
this._planAssetValue = this.getPlanAssets(engagement, generator);
this.calculateInvoiceFeesAndCredits();
}
public static List <Model.ComponentTask> Retrieve(Model.Engagement engagement)
{
var criteria = new FilterExpression();
criteria.AddCondition("new_projectid", ConditionOperator.Equal, engagement.Id);
var request = Globals.GetRetrieveMultipleRequest(_tableName, criteria);
var retrieveMultipleResponse = Globals.CrmServiceBroker.ExecuteRetrieveMultipleRequest(request);
var businessEntityCollection = retrieveMultipleResponse.BusinessEntityCollection;
var result = new List <Model.ComponentTask>();
foreach (var businessEntity in businessEntityCollection.BusinessEntities)
{
var dynamicEntity = (DynamicEntity)businessEntity;
var componentTask = new CRM.Model.ComponentTask(dynamicEntity);
result.Add(componentTask);
}
return(result.FindAll(x => x.EngagementId == engagement.Id));
}