private CommissionAllocationPolicyEntity BuildCommissionAllocationPolicyEntity(Guid commissionAllocationId, Guid policyId)
{
var entity = new CommissionAllocationPolicyEntity();
entity.CommissionAllocationId = commissionAllocationId;
entity.PolicyId = policyId;
return(entity);
}
public async Task DeleteCommissionAllocation()
{
var options = TestHelper.GetDbContext("DeleteCommissionAllocation");
var user1 = TestHelper.InsertUserDetailed(options);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var client2 = TestHelper.InsertClient(options, user1.Organisation);
var client3 = TestHelper.InsertClient(options, user1.Organisation);
var user2 = TestHelper.InsertUserDetailed(options);
var ca1 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client1.Client.Id,
ToClientId = client2.Client.Id
};
var cap1 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = ca1.Id,
PolicyId = Guid.NewGuid()
};
var ca2 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client1.Client.Id,
ToClientId = client3.Client.Id
};
var cap2 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = ca2.Id,
PolicyId = Guid.NewGuid()
};
using (var context = new DataContext(options))
{
context.CommissionAllocation.Add(ca1);
context.CommissionAllocation.Add(ca2);
context.CommissionAllocationPolicy.Add(cap1);
context.CommissionAllocationPolicy.Add(cap2);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var auditService = new AuditServiceMock();
var service = new CommissionAllocationService(context, auditService);
//When
var scope = TestHelper.GetScopeOptions(user1);
var result = await service.DeleteCommissionAllocation(scope, ca2.Id);
//Then
Assert.True(result.Success);
var actual = await context.CommissionAllocation.FindAsync(ca2.Id);
Assert.Null(actual);
var anyPolicies = await context.CommissionAllocationPolicy.Where(c => c.CommissionAllocationId == ca2.Id).AnyAsync();
Assert.False(anyPolicies);
//Out of scope
scope = TestHelper.GetScopeOptions(user2, Scope.User);
result = await service.DeleteCommissionAllocation(scope, ca1.Id);
Assert.False(result.Success);
actual = await context.CommissionAllocation.FindAsync(ca1.Id);
Assert.NotNull(actual);
}
}
public async Task UpdateCommissionAllocation()
{
var options = TestHelper.GetDbContext("UpdateCommissionAllocation");
var user1 = TestHelper.InsertUserDetailed(options);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var client2 = TestHelper.InsertClient(options, user1.Organisation);
var client3 = TestHelper.InsertClient(options, user1.Organisation);
var client4 = TestHelper.InsertClient(options, user1.Organisation);
var user2 = TestHelper.InsertUserDetailed(options);
var policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
ClientId = client1.Client.Id,
UserId = user1.User.Id
};
var policy2 = new PolicyEntity
{
Id = Guid.NewGuid(),
ClientId = client2.Client.Id,
UserId = user1.User.Id
};
var policy3 = new PolicyEntity
{
Id = Guid.NewGuid(),
ClientId = client2.Client.Id,
UserId = user1.User.Id
};
var ca1 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client1.Client.Id,
ToClientId = client2.Client.Id
};
var cap1 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = ca1.Id,
PolicyId = Guid.NewGuid()
};
var ca2 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client1.Client.Id,
ToClientId = client3.Client.Id
};
var cap2 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = ca2.Id,
PolicyId = policy1.Id
};
using (var context = new DataContext(options))
{
context.Policy.Add(policy1);
context.Policy.Add(policy2);
context.Policy.Add(policy3);
context.CommissionAllocation.Add(ca1);
context.CommissionAllocation.Add(ca2);
context.CommissionAllocationPolicy.Add(cap2);
context.CommissionAllocationPolicy.Add(cap1);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var ca2Updated = new CommissionAllocationEdit
{
Id = ca2.Id,
FromClientId = client2.Client.Id,
ToClientId = client4.Client.Id,
PolicyIds = new List <Guid>()
{
policy2.Id, policy3.Id
}
};
var auditService = new AuditServiceMock();
var service = new CommissionAllocationService(context, auditService);
//When
var scope = TestHelper.GetScopeOptions(user1);
var result = await service.UpdateCommissionAllocation(scope, ca2Updated);
//Then
Assert.True(result.Success);
var actual = await context.CommissionAllocation.FindAsync(ca2Updated.Id);
Assert.Equal(ca2Updated.Id, actual.Id);
Assert.Equal(ca2Updated.FromClientId, actual.FromClientId);
Assert.Equal(ca2Updated.ToClientId, actual.ToClientId);
var policyIds = await context.CommissionAllocationPolicy.Where(p => p.CommissionAllocationId == actual.Id).Select(p => p.PolicyId).ToListAsync();
Assert.Equal(ca2Updated.PolicyIds, policyIds);
//Out of scope
scope = TestHelper.GetScopeOptions(user2, Scope.User);
result = await service.UpdateCommissionAllocation(scope, ca2Updated);
Assert.False(result.Success);
Assert.Equal("'Client' does not exist.", result.ValidationFailures.First().ErrorMessage);
}
}
public async Task GetCommissionAllocations()
{
var options = TestHelper.GetDbContext("GetCommissionAllocations");
var user1 = TestHelper.InsertUserDetailed(options);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var client2 = TestHelper.InsertClient(options, user1.Organisation);
var client3 = TestHelper.InsertClient(options, user1.Organisation);
var user2 = TestHelper.InsertUserDetailed(options);
var client4 = TestHelper.InsertClient(options, user2.Organisation);
var client5 = TestHelper.InsertClient(options, user2.Organisation);
var ca1 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client1.Client.Id,
ToClientId = client2.Client.Id
};
var cap1 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = ca1.Id,
PolicyId = Guid.NewGuid()
};
var ca2 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client1.Client.Id,
ToClientId = client3.Client.Id
};
var cap2 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = ca2.Id,
PolicyId = Guid.NewGuid()
};
var ca3 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client4.Client.Id,
ToClientId = client5.Client.Id
};
var cap3 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = ca3.Id,
PolicyId = Guid.NewGuid()
};
using (var context = new DataContext(options))
{
context.CommissionAllocation.Add(ca1);
context.CommissionAllocation.Add(ca3);
context.CommissionAllocation.Add(ca2);
context.CommissionAllocationPolicy.Add(cap2);
context.CommissionAllocationPolicy.Add(cap1);
context.CommissionAllocationPolicy.Add(cap3);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var auditService = new AuditServiceMock();
var service = new CommissionAllocationService(context, auditService);
//When
var scope = TestHelper.GetScopeOptions(user1);
var queryOptions = new CommissionAllocationQueryOptions(scope, "", "", 0, 0);
var allocations = await service.GetCommissionAllocations(queryOptions);
//Then
Assert.Equal(2, allocations.TotalItems);
Assert.Equal(2, allocations.Items.Count());
var items = allocations.Items.ToList();
var actual = items[0];
Assert.Equal(ca1.Id, actual.Id);
Assert.Equal(ca1.FromClientId, actual.FromClientId);
Assert.Equal(ca1.ToClientId, actual.ToClientId);
Assert.Equal(1, actual.PolicyIdCount);
Assert.Equal(client1.Client.FirstName, actual.FromClientFirstName);
Assert.Equal(client1.Client.LastName, actual.FromClientLastName);
actual = items[1];
Assert.Equal(ca2.Id, actual.Id);
//Check scope
scope = TestHelper.GetScopeOptions(user2, Scope.Organisation);
queryOptions = new CommissionAllocationQueryOptions(scope, "", "", 0, 0);
allocations = await service.GetCommissionAllocations(queryOptions);
Assert.Single(allocations.Items);
actual = allocations.Items.First();
Assert.Equal(ca3.Id, actual.Id);
}
}
public async Task GetCommissionAllocation()
{
var options = TestHelper.GetDbContext("GetCommissionAllocation");
var user1 = TestHelper.InsertUserDetailed(options);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var client2 = TestHelper.InsertClient(options, user1.Organisation);
var client3 = TestHelper.InsertClient(options, user1.Organisation);
var user2 = TestHelper.InsertUserDetailed(options);
var ca1 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client1.Client.Id,
ToClientId = client2.Client.Id
};
var cap1 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = ca1.Id,
PolicyId = Guid.NewGuid()
};
var ca2 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client1.Client.Id,
ToClientId = client3.Client.Id
};
var cap2 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = ca2.Id,
PolicyId = Guid.NewGuid()
};
using (var context = new DataContext(options))
{
context.CommissionAllocation.Add(ca1);
context.CommissionAllocation.Add(ca2);
context.CommissionAllocationPolicy.Add(cap2);
context.CommissionAllocationPolicy.Add(cap1);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var auditService = new AuditServiceMock();
var service = new CommissionAllocationService(context, auditService);
//When
var scope = TestHelper.GetScopeOptions(user1);
var allocation = await service.GetCommissionAllocation(scope, ca2.Id);
//Then
Assert.Equal(ca2.Id, allocation.Id);
Assert.Equal(ca2.FromClientId, allocation.FromClientId);
Assert.Equal(ca2.ToClientId, allocation.ToClientId);
Assert.Equal(new List <Guid>()
{
cap2.PolicyId
}, allocation.PolicyIds);
//Check scope
scope = TestHelper.GetScopeOptions(user2, Scope.Organisation);
allocation = await service.GetCommissionAllocation(scope, ca2.Id);
Assert.Null(allocation);
}
}
public async Task GetClientRevenueData_Allocations()
{
var options = await CreateDatabaseSqlServer();
var company = TestHelper.InsertCompany(options);
var commissionType1 = TestHelper.InsertCommissionType(options, PolicyType.POLICY_TYPE_INVESTMENT, CommissionEarningsType.EARNINGS_TYPE_MONTHLY_ANNUITY);
var user1 = TestHelper.InsertUserDetailed(options);
var client1 = TestHelper.InsertClient(options, user1.Organisation);
var client2 = TestHelper.InsertClient(options, user1.Organisation);
var client3 = TestHelper.InsertClient(options, user1.Organisation);
var thisMonth = DateTime.Now.Date;
var cs1 = new CommissionStatementEntity
{
Id = Guid.NewGuid(),
CompanyId = company.Id,
AmountIncludingVAT = 0,
VAT = 0,
Date = thisMonth,
Processed = true,
OrganisationId = user1.Organisation.Id
};
//------------------------------------------------------------------------
var policy1 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client1.Client.Id,
UserId = user1.User.Id
};
var commission1 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy1.Id,
UserId = policy1.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 100,
VAT = 0,
CommissionStatementId = cs1.Id
};
//------------------------------------------------------------------------
var policy2 = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client2.Client.Id,
UserId = user1.User.Id
};
var commission2 = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy2.Id,
UserId = policy2.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 200,
VAT = 0,
CommissionStatementId = cs1.Id
};
//------------------------------------------------------------------------
var policy3a = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client3.Client.Id,
UserId = user1.User.Id
};
var commission3a = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy3a.Id,
UserId = policy3a.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 300,
VAT = 0,
CommissionStatementId = cs1.Id
};
var policy3b = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client3.Client.Id,
UserId = user1.User.Id
};
var commission3b = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy3b.Id,
UserId = policy3b.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 400,
VAT = 0,
CommissionStatementId = cs1.Id
};
var policy3c = new PolicyEntity
{
Id = Guid.NewGuid(),
Number = Guid.NewGuid().ToString(),
CompanyId = company.Id,
ClientId = client3.Client.Id,
UserId = user1.User.Id
};
var commission3c = new CommissionEntity
{
Id = Guid.NewGuid(),
PolicyId = policy3c.Id,
UserId = policy3c.UserId,
CommissionTypeId = commissionType1.Id,
AmountIncludingVAT = 500,
VAT = 0,
CommissionStatementId = cs1.Id
};
//------------------------------------------------------------------------
//Allocate Client1, Policy1 to Client2.
var allocation1 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client1.Client.Id,
ToClientId = client2.Client.Id
};
var cap1 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = allocation1.Id,
PolicyId = policy1.Id
};
//Allocate Client3, Policy3b to Client2.
var allocation2 = new CommissionAllocationEntity
{
Id = Guid.NewGuid(),
FromClientId = client3.Client.Id,
ToClientId = client2.Client.Id
};
var cap2 = new CommissionAllocationPolicyEntity
{
Id = Guid.NewGuid(),
CommissionAllocationId = allocation2.Id,
PolicyId = policy3b.Id
};
using (var context = new DataContext(options))
{
context.Policy.Add(policy2);
context.Policy.Add(policy1);
context.Policy.Add(policy3a);
context.Policy.Add(policy3b);
context.Policy.Add(policy3c);
context.CommissionStatement.Add(cs1);
context.Commission.Add(commission3a);
context.Commission.Add(commission1);
context.Commission.Add(commission2);
context.Commission.Add(commission3b);
context.Commission.Add(commission3c);
context.CommissionAllocation.Add(allocation1);
context.CommissionAllocation.Add(allocation2);
context.CommissionAllocationPolicy.Add(cap1);
context.CommissionAllocationPolicy.Add(cap2);
context.SaveChanges();
}
using (var context = new DataContext(options))
{
var service = new CommissionReportService(context);
//When
var scope = TestHelper.GetScopeOptions(user1);
var queryOptions = new ClientRevenueQueryOptions(scope, "MonthlyAnnuityMonth", "asc", 0, 0, $"YearEnding={thisMonth.Year};MonthEnding={thisMonth.Month}");
var data = await service.GetClientRevenueData(queryOptions);
//Then
var results = data.Items.ToList();
Assert.Equal(3, data.TotalItems);
var resultsCount = results.Count();
Assert.Equal(3, resultsCount);
var actual = results[0];
Assert.Equal(client1.Client.Id, actual.ClientId);
Assert.Equal(100, actual.MonthlyAnnuityMonth);
Assert.Equal(0, actual.AllocationsCount);
actual = results[1];
Assert.Equal(client2.Client.Id, actual.ClientId);
Assert.Equal(700, actual.MonthlyAnnuityMonth); //200 + 100 (pol1) + 400 (pol3b)
Assert.Equal(2, actual.AllocationsCount);
actual = results[2];
Assert.Equal(client3.Client.Id, actual.ClientId);
Assert.Equal(1200, actual.MonthlyAnnuityMonth); //300 + 400 + 500
Assert.Equal(0, actual.AllocationsCount);
}
}