private PaymentModel ToPaymentModel( ProviderPayment paymentInfo, long ukprn, FundingSourceType fundingSource, decimal amount, long jobId, long?employerAccountId) { var learner = testSession.GetLearner(ukprn, paymentInfo.LearnerId); var standardCode = paymentInfo.StandardCode; if (!standardCode.HasValue) { var aim = learner.Aims.FirstOrDefault(a => { var aimStartDate = a.StartDate.ToDate(); var aimStartPeriod = new CollectionPeriodBuilder().WithDate(aimStartDate).Build(); var aimDuration = string.IsNullOrEmpty(a.ActualDuration) ? a.PlannedDuration : a.ActualDuration; var aimEndPeriod = AimPeriodMatcher.GetEndPeriodForAim(aimStartPeriod, aimDuration); var aimFinishedInPreviousPeriod = aimEndPeriod.FinishesBefore(currentCollectionPeriod); if (!aimFinishedInPreviousPeriod) { return(true); } if (a.CompletionStatus == CompletionStatus.Withdrawn && amount >= 0M) { return(false); } return(a.AimReference == "ZPROG001" && (a.CompletionStatus == CompletionStatus.Completed || a.CompletionStatus == CompletionStatus.Withdrawn)); }); standardCode = aim?.StandardCode ?? 0; } return(new PaymentModel { CollectionPeriod = new CollectionPeriodBuilder().WithSpecDate(paymentInfo.CollectionPeriod).Build(), Ukprn = ukprn, DeliveryPeriod = new DeliveryPeriodBuilder().WithSpecDate(paymentInfo.DeliveryPeriod).Build(), TransactionType = paymentInfo.TransactionType, ContractType = contractType, Amount = amount, FundingSource = fundingSource, LearnerReferenceNumber = learner.LearnRefNumber, JobId = jobId, AccountId = employerAccountId, LearningAimStandardCode = standardCode.Value }); }
protected override IList <PayableEarningEvent> GetExpectedEvents() { var result = new List <PayableEarningEvent>(); var learnerIds = earningSpecs.Select(e => e.LearnerId).Distinct().ToList(); foreach (var learnerId in learnerIds) { var learnerSpec = testSession.GetLearner(provider.Ukprn, learnerId); var fm36Learner = learnerSpecs.Single(l => l.LearnRefNumber == learnerSpec.LearnRefNumber); var learner = new Learner { ReferenceNumber = learnerSpec.LearnRefNumber, Uln = learnerSpec.Uln }; if (learnerSpec.Aims.Count == 0) { learnerSpec.Aims.Add(new Aim { LearnerId = learnerSpec.LearnerIdentifier, ProgrammeType = learnerSpec.Course.ProgrammeType, FrameworkCode = learnerSpec.Course.FrameworkCode, PathwayCode = learnerSpec.Course.PathwayCode, StandardCode = learnerSpec.Course.StandardCode, FundingLineType = learnerSpec.Course.FundingLineType, AimReference = learnerSpec.Course.LearnAimRef }); } foreach (var aimSpec in learnerSpec.Aims.Where(a => AimPeriodMatcher.IsStartDateValidForCollectionPeriod(a.StartDate, collectionPeriod, a.PlannedDurationAsTimespan, a.ActualDurationAsTimespan, a.CompletionStatus, a.AimReference, a.PlannedDuration, a.ActualDuration))) { var learningAim = new LearningAim { ProgrammeType = aimSpec.ProgrammeType, FrameworkCode = aimSpec.FrameworkCode, PathwayCode = aimSpec.PathwayCode, StandardCode = aimSpec.StandardCode, FundingLineType = aimSpec.FundingLineType, Reference = aimSpec.AimReference }; var aimEarningSpecs = earningSpecs.Where(e => e.LearnerId == learnerId && e.AimSequenceNumber.GetValueOrDefault(aimSpec.AimSequenceNumber) == aimSpec.AimSequenceNumber).ToList(); var fullListOfTransactionTypes = aimEarningSpecs.SelectMany(p => p.Values.Keys).Distinct().ToList(); var onProgEarnings = fullListOfTransactionTypes.Where(EnumHelper.IsOnProgType).ToList(); var incentiveEarnings = fullListOfTransactionTypes.Where(type => EnumHelper.IsIncentiveType(type, aimSpec.IsMainAim)).ToList(); if (aimSpec.AimReference == "ZPROG001" && onProgEarnings.Any()) { var onProgEarning = new PayableEarningEvent { CollectionPeriod = collectionPeriod, Ukprn = provider.Ukprn, OnProgrammeEarnings = onProgEarnings.Select(tt => new OnProgrammeEarning { Type = (OnProgrammeEarningType)(int)tt, Periods = aimEarningSpecs.Select(e => new EarningPeriod { Amount = e.Values[tt], Period = e.DeliveryCalendarPeriod, PriceEpisodeIdentifier = FindPriceEpisodeIdentifier(e.Values[tt], e, fm36Learner, tt) }).ToList().AsReadOnly() }).ToList(), JobId = provider.JobId, Learner = learner, LearningAim = learningAim }; result.Add(onProgEarning); } if (incentiveEarnings.Any()) { var incentiveEarning = new PayableEarningEvent { CollectionPeriod = collectionPeriod, Ukprn = provider.Ukprn, IncentiveEarnings = incentiveEarnings.Select(tt => new IncentiveEarning { Type = (IncentiveEarningType)(int)tt, Periods = aimEarningSpecs.Select(e => new EarningPeriod { Amount = e.Values[tt], Period = e.DeliveryCalendarPeriod, PriceEpisodeIdentifier = FindPriceEpisodeIdentifier(e.Values[tt], e, fm36Learner, tt) }).ToList().AsReadOnly() }).ToList(), JobId = provider.JobId, Learner = learner, LearningAim = learningAim }; result.Add(incentiveEarning); } } } return(result); }
protected override IList <EarningEvent> GetExpectedEvents() { var result = new List <EarningEvent>(); var learnerIds = earningSpecs.Where(e => e.Ukprn == provider.Ukprn).Select(e => e.LearnerId).Distinct().ToList(); foreach (var learnerId in learnerIds) { var learnerSpec = testSession.GetLearner(provider.Ukprn, learnerId); var fm36Learner = learnerSpecs.Single(l => l.LearnRefNumber == learnerSpec.LearnRefNumber); var learner = new Learner { ReferenceNumber = learnerSpec.LearnRefNumber, Uln = learnerSpec.Uln }; if (learnerSpec.Aims.Count == 0) { learnerSpec.Aims.Add(new Aim { LearnerId = learnerSpec.LearnerIdentifier, ProgrammeType = learnerSpec.Course.ProgrammeType, FrameworkCode = learnerSpec.Course.FrameworkCode, PathwayCode = learnerSpec.Course.PathwayCode, StandardCode = learnerSpec.Course.StandardCode, FundingLineType = learnerSpec.Course.FundingLineType, AimReference = learnerSpec.Course.LearnAimRef }); } IEnumerable <Aim> currentAims; // AimPeriodMatcher doesn't support completed aims from the past, this is a workaround until imminent refactoring if (learnerSpec.Aims.Count == 1) { currentAims = learnerSpec.Aims; } else { currentAims = learnerSpec.Aims.Where(a => AimPeriodMatcher.IsStartDateValidForCollectionPeriod(a.StartDate, collectionPeriod, a.PlannedDurationAsTimespan, a.ActualDurationAsTimespan, a.CompletionStatus, a.AimReference, a.PlannedDuration, a.ActualDuration)); } foreach (var aimSpec in currentAims) { var learningAim = new LearningAim { ProgrammeType = aimSpec.ProgrammeType, FrameworkCode = aimSpec.FrameworkCode, PathwayCode = aimSpec.PathwayCode, StandardCode = aimSpec.StandardCode, Reference = aimSpec.AimReference }; var aimEarningSpecs = earningSpecs.Where(e => e.LearnerId == learnerId && e.AimSequenceNumber.GetValueOrDefault(aimSpec.AimSequenceNumber) == aimSpec.AimSequenceNumber).ToList(); var fullListOfTransactionTypes = aimEarningSpecs.SelectMany(p => p.Values.Keys).Distinct().ToList(); var onProgEarnings = fullListOfTransactionTypes.Where(EnumHelper.IsOnProgType).ToList(); var functionalSkillEarnings = fullListOfTransactionTypes.Where(t => EnumHelper.IsFunctionalSkillType(t, aimSpec.IsMainAim)).ToList(); var incentiveEarnings = fullListOfTransactionTypes.Where(t => EnumHelper.IsIncentiveType(t, aimSpec.IsMainAim)).ToList(); if (aimSpec.IsMainAim && onProgEarnings.Any()) { var contractTypeEarningsEvents = CreateContractTypeEarningsEventEarningEvent(provider.Ukprn); foreach (var onProgEarning in contractTypeEarningsEvents) { onProgEarning.OnProgrammeEarnings = onProgEarnings.Select(tt => new OnProgrammeEarning { Type = (OnProgrammeEarningType)(int)tt, Periods = GetEarningPeriods(aimEarningSpecs, aimSpec, onProgEarning, tt, fm36Learner).AsReadOnly() }).ToList(); onProgEarning.JobId = provider.JobId; onProgEarning.Learner = learner; onProgEarning.LearningAim = learningAim; result.Add(onProgEarning); } } if (!aimSpec.IsMainAim && functionalSkillEarnings.Any()) { var functionalSkillEarningsEvents = CreateFunctionalSkillEarningEvents(functionalSkillEarnings, aimEarningSpecs, fm36Learner, learner, learningAim, aimSpec); result.AddRange(functionalSkillEarningsEvents); } if (!aimSpec.IsMainAim && incentiveEarnings.Any()) { var contractTypeIncentiveEarnings = CreateContractTypeEarningsEventEarningEvent(provider.Ukprn); foreach (var incentiveEarning in contractTypeIncentiveEarnings) { incentiveEarning.IncentiveEarnings = incentiveEarnings.Select(tt => new IncentiveEarning { Type = (IncentiveEarningType)(int)tt, Periods = GetEarningPeriods(aimEarningSpecs, aimSpec, incentiveEarning, tt, fm36Learner).AsReadOnly(), }).ToList(); incentiveEarning.JobId = provider.JobId; incentiveEarning.Learner = learner; incentiveEarning.LearningAim = learningAim; result.Add(incentiveEarning); } } } } return(result); }
protected override IList <ProviderPaymentEvent> GetExpectedEvents() { var expectedPayments = new List <ProviderPaymentEvent>(); var payments = paymentSpec.Where(p => p.ParsedCollectionPeriod.Period == collectionPeriod.Period && p.ParsedCollectionPeriod.AcademicYear == collectionPeriod.AcademicYear); foreach (var providerPayment in payments) { var eventCollectionPeriod = new CollectionPeriodBuilder().WithSpecDate(providerPayment.CollectionPeriod).Build(); var deliveryPeriod = new DeliveryPeriodBuilder().WithSpecDate(providerPayment.DeliveryPeriod).Build(); var testLearner = testSession.GetLearner(provider.Ukprn, providerPayment.LearnerId); var learner = new Learner { ReferenceNumber = testLearner.LearnRefNumber, Uln = testLearner.Uln, }; var standardCode = providerPayment.StandardCode; if (!standardCode.HasValue) { var aim = testLearner.Aims.FirstOrDefault(a => { var aimStartDate = a.StartDate.ToDate(); var aimStartPeriod = new CollectionPeriodBuilder().WithDate(aimStartDate).Build(); var aimDuration = string.IsNullOrEmpty(a.ActualDuration) ? a.PlannedDuration : a.ActualDuration; var aimEndPeriod = AimPeriodMatcher.GetEndPeriodForAim(aimStartPeriod, aimDuration); var aimFinishedInPreviousPeriod = aimEndPeriod.FinishesBefore(collectionPeriod); if (!aimFinishedInPreviousPeriod) { return(true); } // withdrawal but payments made during period active if (a.CompletionStatus == CompletionStatus.Withdrawn && providerPayment.LevyPayments >= 0M && providerPayment.SfaCoFundedPayments >= 0M && providerPayment.EmployerCoFundedPayments >= 0M && providerPayment.SfaFullyFundedPayments >= 0M) { return(false); } // retrospective withdrawal return(a.AimReference == "ZPROG001" && (a.CompletionStatus == CompletionStatus.Completed || a.CompletionStatus == CompletionStatus.Withdrawn)); }); standardCode = aim?.StandardCode ?? 0; } if (providerPayment.SfaCoFundedPayments != 0) { var coFundedSfa = new SfaCoInvestedProviderPaymentEvent { TransactionType = providerPayment.TransactionType, AmountDue = providerPayment.SfaCoFundedPayments, CollectionPeriod = eventCollectionPeriod, DeliveryPeriod = deliveryPeriod, Learner = learner, FundingSourceType = FundingSourceType.CoInvestedSfa, LearningAim = new LearningAim { StandardCode = standardCode.Value }, AccountId = providerPayment.AccountId }; expectedPayments.Add(coFundedSfa); } if (providerPayment.EmployerCoFundedPayments != 0) { var coFundedEmp = new EmployerCoInvestedProviderPaymentEvent { TransactionType = providerPayment.TransactionType, AmountDue = providerPayment.EmployerCoFundedPayments, CollectionPeriod = eventCollectionPeriod, DeliveryPeriod = deliveryPeriod, Learner = learner, FundingSourceType = FundingSourceType.CoInvestedEmployer, AccountId = providerPayment.AccountId, LearningAim = new LearningAim { StandardCode = standardCode.Value } }; expectedPayments.Add(coFundedEmp); } if (providerPayment.SfaFullyFundedPayments != 0) { var fullyFundedSfa = new SfaFullyFundedProviderPaymentEvent { TransactionType = providerPayment.TransactionType, AmountDue = providerPayment.SfaFullyFundedPayments, CollectionPeriod = eventCollectionPeriod, DeliveryPeriod = deliveryPeriod, Learner = learner, AccountId = providerPayment.AccountId, LearningAim = new LearningAim { StandardCode = standardCode.Value } }; expectedPayments.Add(fullyFundedSfa); } if (providerPayment.LevyPayments != 0) { var levyFunded = new LevyProviderPaymentEvent { TransactionType = providerPayment.TransactionType, AmountDue = providerPayment.LevyPayments, CollectionPeriod = eventCollectionPeriod, DeliveryPeriod = deliveryPeriod, Learner = learner, AccountId = providerPayment.AccountId, LearningAim = new LearningAim { StandardCode = standardCode.Value } }; expectedPayments.Add(levyFunded); } if (providerPayment.TransferPayments != 0) { var transferFunded = new TransferProviderPaymentEvent { TransactionType = providerPayment.TransactionType, AmountDue = providerPayment.TransferPayments, CollectionPeriod = eventCollectionPeriod, DeliveryPeriod = deliveryPeriod, Learner = learner, AccountId = providerPayment.AccountId, LearningAim = new LearningAim { StandardCode = standardCode.Value } }; expectedPayments.Add(transferFunded); } } return(expectedPayments); }