Exemplo n.º 1
0
        private CommissionAllocationPolicyEntity BuildCommissionAllocationPolicyEntity(Guid commissionAllocationId, Guid policyId)
        {
            var entity = new CommissionAllocationPolicyEntity();

            entity.CommissionAllocationId = commissionAllocationId;
            entity.PolicyId = policyId;

            return(entity);
        }
Exemplo n.º 2
0
        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);
            }
        }
Exemplo n.º 3
0
        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);
            }
        }
Exemplo n.º 4
0
        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);
            }
        }
Exemplo n.º 5
0
        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);
            }
        }
Exemplo n.º 6
0
        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);
            }
        }