private static decimal AllocateLineDiscountLines(
SalesLine salesLine,
List <DiscountLine> customerLineDiscountItemList,
DiscountLine manualLineDiscountItem,
LineDiscountCalculationType lineDiscountCalculationType,
decimal customerLineAmountForMixOrMax,
decimal customerLinePercentForMixOrMax,
RoundingRule roundingRule)
{
decimal lineDiscountEffectiveAmount = 0;
decimal lineDiscountEffectivePercentage = 0;
decimal grossAmountDiscountable = (salesLine.Price * salesLine.Quantity) - salesLine.PeriodicDiscount;
if (grossAmountDiscountable != decimal.Zero)
{
// Round 1: amount off first for customer line discounts and manual line discount, in that order.
if (customerLineDiscountItemList.Any())
{
foreach (DiscountLine customerLine in customerLineDiscountItemList)
{
if (salesLine.LineMultilineDiscOnItem != LineMultilineDiscountOnItem.Both ||
lineDiscountCalculationType == LineDiscountCalculationType.LinePlusMultiline ||
lineDiscountCalculationType == LineDiscountCalculationType.LineMultiplyMultiline ||
(lineDiscountCalculationType == LineDiscountCalculationType.MaxLineMultiline && customerLine.Amount == customerLineAmountForMixOrMax) ||
(lineDiscountCalculationType == LineDiscountCalculationType.MinLineMultiline && customerLine.Amount == customerLineAmountForMixOrMax) ||
(lineDiscountCalculationType == LineDiscountCalculationType.Line && customerLine.CustomerDiscountType == CustomerDiscountType.LineDiscount) ||
(lineDiscountCalculationType == LineDiscountCalculationType.Multiline && customerLine.CustomerDiscountType == CustomerDiscountType.MultilineDiscount))
{
customerLine.SetEffectiveAmountForAmountOff(grossAmountDiscountable - lineDiscountEffectiveAmount, salesLine.Quantity, roundingRule);
lineDiscountEffectiveAmount += customerLine.EffectiveAmount;
// In case of Min and Max, customerLineAmountForMixOrMax can only be applied once.
customerLineAmountForMixOrMax = decimal.Zero;
}
else
{
customerLine.EffectiveAmount = decimal.Zero;
}
}
}
if (manualLineDiscountItem != null)
{
manualLineDiscountItem.SetEffectiveAmountForAmountOff(grossAmountDiscountable - lineDiscountEffectiveAmount, salesLine.Quantity, roundingRule);
lineDiscountEffectiveAmount += manualLineDiscountItem.EffectiveAmount;
}
decimal grossAmountDiscountableLessAmountOff = grossAmountDiscountable - lineDiscountEffectiveAmount;
decimal lineDiscountEffectiveAmountForPercentageOnly = 0;
// Round 2: percentage off for customer line discounts and manual line discount, in that order.
if (customerLineDiscountItemList.Any())
{
foreach (DiscountLine customerLine in customerLineDiscountItemList)
{
if (salesLine.LineMultilineDiscOnItem != LineMultilineDiscountOnItem.Both ||
lineDiscountCalculationType == LineDiscountCalculationType.LinePlusMultiline ||
lineDiscountCalculationType == LineDiscountCalculationType.LineMultiplyMultiline ||
(lineDiscountCalculationType == LineDiscountCalculationType.MaxLineMultiline && customerLine.Percentage == customerLinePercentForMixOrMax) ||
(lineDiscountCalculationType == LineDiscountCalculationType.MinLineMultiline && customerLine.Percentage == customerLinePercentForMixOrMax) ||
(lineDiscountCalculationType == LineDiscountCalculationType.Line && customerLine.CustomerDiscountType == CustomerDiscountType.LineDiscount) ||
(lineDiscountCalculationType == LineDiscountCalculationType.Multiline && customerLine.CustomerDiscountType == CustomerDiscountType.MultilineDiscount))
{
// Compound only when LineDiscountCalculationType.LineMultiplyMultiline.
decimal grossAmountBase = grossAmountDiscountableLessAmountOff;
if (lineDiscountCalculationType == LineDiscountCalculationType.LineMultiplyMultiline)
{
grossAmountBase = grossAmountDiscountableLessAmountOff - lineDiscountEffectiveAmountForPercentageOnly;
}
decimal maxDiscountAmount = grossAmountDiscountable - lineDiscountEffectiveAmount;
decimal discountAmountAdded = customerLine.AddEffectiveAmountForPercentOff(grossAmountBase, maxDiscountAmount, roundingRule);
lineDiscountEffectiveAmount += discountAmountAdded;
lineDiscountEffectiveAmountForPercentageOnly += discountAmountAdded;
// In case of Min and Max, customerLineAmountForMixOrMax can only be applied once.
customerLineAmountForMixOrMax = decimal.Zero;
}
}
}
if (manualLineDiscountItem != null)
{
// Whether to add or to compound for manual discount follows the same rule for customer line and multiline discount.
decimal grossAmountBase = grossAmountDiscountableLessAmountOff;
if (lineDiscountCalculationType == LineDiscountCalculationType.LineMultiplyMultiline)
{
grossAmountBase = grossAmountDiscountableLessAmountOff - lineDiscountEffectiveAmountForPercentageOnly;
}
decimal maxDiscountAmount = grossAmountDiscountable - lineDiscountEffectiveAmount;
decimal discountAmountAdded = manualLineDiscountItem.AddEffectiveAmountForPercentOff(grossAmountBase, maxDiscountAmount, roundingRule);
lineDiscountEffectiveAmount += discountAmountAdded;
lineDiscountEffectiveAmountForPercentageOnly += discountAmountAdded;
}
lineDiscountEffectivePercentage = (lineDiscountEffectiveAmount / grossAmountDiscountable) * 100m;
}
salesLine.LineDiscount = lineDiscountEffectiveAmount;
salesLine.LinePercentageDiscount = Math.Round(lineDiscountEffectivePercentage, 2);
return(lineDiscountEffectiveAmount);
}
private static void CalculateLine(DateTimeOffset transactionBeginDateTime, LineDiscountCalculationType lineDiscountCalculationType, SalesLine salesLine, RoundingRule salesRoundingRule, bool compareDiscounts)
{
if (salesLine == null)
{
throw new ArgumentNullException("salesLine");
}
if (salesRoundingRule == null)
{
throw new ArgumentNullException("salesRoundingRule");
}
decimal discountAmount = decimal.Zero;
SalesLineTotaller.CalculateTax(salesLine);
if ((salesLine.Blocked == false) && (salesLine.DateToActivateItem <= transactionBeginDateTime))
{
salesLine.GrossAmount = salesRoundingRule(salesLine.Price * salesLine.Quantity);
if (!salesLine.IsPriceLocked || salesLine.QuantityOrdered != salesLine.Quantity)
{
salesLine.LineDiscount = 0;
salesLine.LinePercentageDiscount = 0;
salesLine.PeriodicDiscount = 0;
salesLine.PeriodicPercentageDiscount = 0;
salesLine.TotalDiscount = decimal.Zero;
salesLine.TotalPercentageDiscount = decimal.Zero;
salesLine.LoyaltyDiscountAmount = decimal.Zero;
salesLine.LoyaltyPercentageDiscount = decimal.Zero;
if (salesLine.IsVoided || salesLine.IsPriceOverridden)
{
salesLine.DiscountLines.Clear();
}
if (compareDiscounts)
{
ComparingDiscounts(transactionBeginDateTime, lineDiscountCalculationType, salesLine, salesRoundingRule);
}
AllocateDiscountAmountToDiscountLines(salesLine, lineDiscountCalculationType, salesRoundingRule);
}
else
{
FixDiscountAmountsOnSalesLine(salesLine, salesRoundingRule);
}
discountAmount = salesLine.PeriodicDiscount + salesLine.LineDiscount + salesLine.TotalDiscount + salesLine.LoyaltyDiscountAmount;
salesLine.NetAmountWithAllInclusiveTax = salesLine.GrossAmount - discountAmount;
// Removing exempt inclusive taxes.
// Update - Bug 938614, - not deducting anymore. If PM's later decide to deduct this inclusive tax then uncomment line below.
salesLine.NetAmount = salesLine.NetAmountWithAllInclusiveTax; // -salesLine.TaxAmountExemptInclusive;
if (salesLine.Quantity != 0)
{
salesLine.NetAmountPerUnit = salesLine.NetAmountWithNoTax() / salesLine.Quantity;
}
salesLine.UnitQuantity = salesLine.UnitOfMeasureConversion.Convert(salesLine.Quantity);
salesLine.DiscountAmount = discountAmount;
salesLine.TotalAmount = salesLine.NetAmountWithTax();
salesLine.NetAmountWithoutTax = salesLine.NetAmount - salesLine.TaxAmountInclusive;
}
}
private static void AllocateDiscountAmountToDiscountLines(SalesLine salesLine, LineDiscountCalculationType lineDiscountCalculationType, RoundingRule roundingRule)
{
if (salesLine.DiscountLines.Count == 0)
{
return;
}
// customerLineAmountForMixOrMax and customerLinePercentForMixOrMax are for LineDiscountCalculationType.MaxLineMultiline and MinLineMultiline
decimal customerLineAmountForMixOrMax = 0;
decimal customerLinePercentForMixOrMax = 0;
List <DiscountLine> periodicDiscountItemList = new List <DiscountLine>();
List <DiscountLine> periodicThresholdDiscountItemList = new List <DiscountLine>();
List <DiscountLine> customerLineDiscountItemList = new List <DiscountLine>();
// Manual line discount at most one.
DiscountLine manualLineDiscountItem = null;
List <DiscountLine> totalDiscountItemList = new List <DiscountLine>();
List <DiscountLine> loyaltyDiscountLineList = new List <DiscountLine>();
//// Step 1: split discount lines into 5 groups: Periodic less threshold, Periodic threshold, Customer line, Manual line and Total and Loyalty
//// and figure out customerLineAmountForMixOrMax & customerLinePercentForMixOrMax along the way.
foreach (DiscountLine discountLineItem in salesLine.DiscountLines)
{
discountLineItem.FixInvalidAmountAndPercentage();
if (discountLineItem.DiscountLineType == DiscountLineType.CustomerDiscount)
{
// Customer Total
if (discountLineItem.CustomerDiscountType == CustomerDiscountType.TotalDiscount)
{
totalDiscountItemList.Add(discountLineItem);
}
else
{
// Customer Line
if (salesLine.LineMultilineDiscOnItem == LineMultilineDiscountOnItem.Both)
{
if (customerLineAmountForMixOrMax == decimal.Zero ||
(lineDiscountCalculationType == LineDiscountCalculationType.MaxLineMultiline && discountLineItem.Amount > customerLineAmountForMixOrMax) ||
(lineDiscountCalculationType == LineDiscountCalculationType.MinLineMultiline && discountLineItem.Amount > 0 && discountLineItem.Amount < customerLineAmountForMixOrMax))
{
customerLineAmountForMixOrMax = discountLineItem.Amount;
}
if (customerLinePercentForMixOrMax == decimal.Zero ||
(lineDiscountCalculationType == LineDiscountCalculationType.MaxLineMultiline && discountLineItem.Percentage > customerLinePercentForMixOrMax) ||
(lineDiscountCalculationType == LineDiscountCalculationType.MinLineMultiline && discountLineItem.Percentage > 0 && discountLineItem.Percentage < customerLinePercentForMixOrMax))
{
customerLinePercentForMixOrMax = discountLineItem.Percentage;
}
}
customerLineDiscountItemList.Add(discountLineItem);
}
}
else if (discountLineItem.DiscountLineType == DiscountLineType.PeriodicDiscount)
{
// Periodic a.k.a. Retail
if (discountLineItem.PeriodicDiscountType == PeriodicDiscountOfferType.Threshold)
{
periodicThresholdDiscountItemList.Add(discountLineItem);
}
else
{
periodicDiscountItemList.Add(discountLineItem);
}
}
else if (discountLineItem.DiscountLineType == DiscountLineType.ManualDiscount &&
(discountLineItem.ManualDiscountType == ManualDiscountType.LineDiscountAmount ||
discountLineItem.ManualDiscountType == ManualDiscountType.LineDiscountPercent))
{
// Line Manual
manualLineDiscountItem = discountLineItem;
}
else if (discountLineItem.DiscountLineType == DiscountLineType.ManualDiscount &&
(discountLineItem.ManualDiscountType == ManualDiscountType.TotalDiscountAmount ||
discountLineItem.ManualDiscountType == ManualDiscountType.TotalDiscountPercent))
{
// Total manual
totalDiscountItemList.Add(discountLineItem);
}
else if (discountLineItem.DiscountLineType == DiscountLineType.LoyaltyDiscount)
{
// Loyalty discount
loyaltyDiscountLineList.Add(discountLineItem);
}
}
salesLine.PeriodicDiscount = 0;
salesLine.PeriodicPercentageDiscount = 0;
// Step 2: allocate effective discount amount for periodic less threshold discount lines.
AllocatePeriodicDiscountLines(salesLine, periodicDiscountItemList, roundingRule);
// Step 3: allocate effective discount amount for periodic threshold discount lines.
AllocatePeriodicDiscountLines(salesLine, periodicThresholdDiscountItemList, roundingRule);
// Stpe 4: allocate effective discount amount for customer and manual line discounts.
AllocateLineDiscountLines(salesLine, customerLineDiscountItemList, manualLineDiscountItem, lineDiscountCalculationType, customerLineAmountForMixOrMax, customerLinePercentForMixOrMax, roundingRule);
// Stpe 4: allocate effective discount amount for total line discounts.
AllocateTotalDiscountLines(salesLine, totalDiscountItemList, roundingRule);
// Stpe 5: allocate effective discount amount for loyalty line discounts
AllocateLoyaltyDiscountLines(salesLine, loyaltyDiscountLineList, roundingRule);
}
/// <summary>
/// Populates the fields for total amount, total discount, and total taxes on the sales line.
/// </summary>
/// <param name="transactionBeginDateTime">Transaction begin date time.</param>
/// <param name="lineDiscountCalculationType">Line discount calculation type.</param>
/// <param name="salesLine">The sales line to total.</param>
/// <param name="salesRoundingRule">Delegate which can do sales rounding.</param>
public static void CalculateLine(DateTime transactionBeginDateTime, LineDiscountCalculationType lineDiscountCalculationType, SalesLine salesLine, RoundingRule salesRoundingRule)
{
CalculateLine(transactionBeginDateTime, lineDiscountCalculationType, salesLine, salesRoundingRule, true);
}
/// <summary>
/// Compares the discounts on each of the sale line items:
/// If the sale line has both a customer and a periodic discount (other then Mix and Match) then
/// the discounts are compared and the better one is chosen and the other one taken of the sale line.
/// If the sale line has a customer discount and a Mix & Match discount then the M&M discount is always
/// chosen because there is no way to know the total discount of the M&M because it consists of 2 or more sale lines.
/// So we assume that the M&M is always better.
/// </summary>
/// <param name="transactionBeginDateTime">The transaction start date.</param>
/// <param name="lineDiscountCalculationType">The line discount calculation type.</param>
/// <param name="salesLine">The sales line.</param>
/// <param name="salesRoundingRule">The rounding rule to use for the sales line.</param>
private static void ComparingDiscounts(DateTimeOffset transactionBeginDateTime, LineDiscountCalculationType lineDiscountCalculationType, SalesLine salesLine, RoundingRule salesRoundingRule)
{
bool periodicDiscFound = false;
bool customerDiscFound = false;
bool mixAndMatchFound = false;
bool thresholdFound = false;
bool customerTotalDiscFound = false;
// Go through all the discount lines and figure out what type of discount lines are available.
foreach (var discountLine in salesLine.DiscountLines)
{
if (discountLine.DiscountLineType == DiscountLineType.PeriodicDiscount)
{
if (discountLine.PeriodicDiscountType == PeriodicDiscountOfferType.MixAndMatch)
{
mixAndMatchFound = true;
}
else if (discountLine.PeriodicDiscountType == PeriodicDiscountOfferType.Threshold)
{
thresholdFound = true;
}
else
{
periodicDiscFound = true;
}
}
if (discountLine.DiscountLineType == DiscountLineType.CustomerDiscount)
{
if (discountLine.CustomerDiscountType != CustomerDiscountType.TotalDiscount)
{
customerDiscFound = true;
}
else
{
customerTotalDiscFound = true;
}
}
}
bool discardCustomerDiscounts = mixAndMatchFound || thresholdFound;
bool discardTotalCustomerDiscount = thresholdFound;
// If (Mix & Match or Threshold) and Customer Total Discount were found
// then they will override any other discounts that are found on the sale line
// no need to compare prices or discounts.
if (discardCustomerDiscounts && customerTotalDiscFound)
{
ClearCustomerDiscountLines(salesLine, discardTotalCustomerDiscount);
customerTotalDiscFound = false;
customerDiscFound = false;
}
// If (Mix & Match or Threshold) and Customer discount both found on the sale item
// then the Mix & Match will override any customer discount
if (discardCustomerDiscounts && customerDiscFound)
{
ClearCustomerDiscountLines(salesLine, discardTotalCustomerDiscount);
customerDiscFound = false;
}
// If a Customer Discount is found and either a Multibuy or a Discount offer
// the best price is found from either discount and the better one chosen.
if (customerDiscFound && periodicDiscFound)
{
// clone line and keep only customer discounts
SalesLine custSaleLineItem = salesLine.Clone <SalesLine>();
ClearDiscountLinesOfType(custSaleLineItem, DiscountLineType.PeriodicDiscount);
// clone line and keep only periodic discounts
SalesLine periodicSaleLineItem = salesLine.Clone <SalesLine>();
ClearDiscountLinesOfType(periodicSaleLineItem, DiscountLineType.CustomerDiscount);
CalculateLine(transactionBeginDateTime, lineDiscountCalculationType, custSaleLineItem, salesRoundingRule, false);
CalculateLine(transactionBeginDateTime, lineDiscountCalculationType, periodicSaleLineItem, salesRoundingRule, false);
if (Math.Abs(custSaleLineItem.NetAmount) >= Math.Abs(periodicSaleLineItem.NetAmount))
{
ClearCustomerDiscountLines(salesLine, false);
}
else
{
ClearDiscountLinesOfType(salesLine, DiscountLineType.PeriodicDiscount);
}
}
}