private void CreateCommitmentModel(decimal monthlyInstallment, decimal completionAmount)
{
_commitment = new CommitmentModel
{
EmployerAccountId = 1,
ApprenticeshipId = 2,
LearnerId = 3,
StartDate = DateTime.Today.AddMonths(-1),
PlannedEndDate = DateTime.Today.AddMonths(25),
MonthlyInstallment = monthlyInstallment,
NumberOfInstallments = 4,
CompletionAmount = completionAmount,
FundingSource = Models.Payments.FundingSource.Levy
};
_commitments = new EmployerCommitmentsModel
{
LevyFundedCommitments = new List <CommitmentModel>
{
_commitment
}
};
var employerCommitments = new EmployerCommitments(1, _commitments);
Moqer.SetInstance(employerCommitments);
}
public async Task <IAccountEstimationProjection> Get(AccountEstimation accountEstimation, bool showExpiredFunds = false)
{
var balance = await _currentBalanceRepository.Get(accountEstimation.EmployerAccountId);
var commitments = _commitmentModelListBuilder.Build(accountEstimation.EmployerAccountId, accountEstimation.Apprenticeships);
var actualProjections = await _accountProjectionRepository.Get(accountEstimation.EmployerAccountId);
var employerCommitmentsModel = new EmployerCommitmentsModel
{
SendingEmployerTransferCommitments = commitments
.Where(m => m.FundingSource == Models.Payments.FundingSource.Transfer || m.FundingSource == 0)
.ToList(),
LevyFundedCommitments = commitments
.Where(m => m.FundingSource == Models.Payments.FundingSource.Levy)
.ToList()
};
var levyFundsIn = actualProjections?.FirstOrDefault()?.LevyFundsIn ?? 0;
var employerCommitments = new EmployerCommitments(accountEstimation.EmployerAccountId, employerCommitmentsModel);
var accountEstimationProjectionCommitments = new AccountEstimationProjectionCommitments(employerCommitments, actualProjections);
return(new AccountEstimationProjection(new Account(accountEstimation.EmployerAccountId, balance.Amount, levyFundsIn, balance.TransferAllowance, balance.RemainingTransferBalance), accountEstimationProjectionCommitments, _dateTimeService, showExpiredFunds));
}
public void Then_When_You_Are_A_Sending_Employer_Your_Balance_First_Month_Does_not_Include_Transfer_Out_Payments_For_First_Month_For_Levy_Run()
{
//Arrange
_account = new Account(1, 2000, 100, 0, 0);
Moqer.SetInstance(_account);
_commitments.LevyFundedCommitments = new List <CommitmentModel>();
_commitments.ReceivingEmployerTransferCommitments = new List <CommitmentModel>();
_commitments.SendingEmployerTransferCommitments = new List <CommitmentModel>
{
new CommitmentModel
{
EmployerAccountId = 1,
SendingEmployerAccountId = 999,
ApprenticeshipId = 23,
LearnerId = 33,
StartDate = DateTime.Today.AddMonths(-1),
PlannedEndDate = DateTime.Today.GetStartOfMonth().AddMonths(5),
MonthlyInstallment = 100,
NumberOfInstallments = 6,
CompletionAmount = 400,
FundingSource = Models.Payments.FundingSource.Transfer
}
};
var employerCommitments = new EmployerCommitments(1, _commitments);
Moqer.SetInstance(employerCommitments);
var accountProjection = Moqer.Resolve <Projections.AccountProjection>();
accountProjection.BuildLevyTriggeredProjections(DateTime.Today, 12);
//Assert
Assert.AreEqual(2000m, accountProjection.Projections[0].FutureFunds);
}
public void SetUp()
{
Moqer = new AutoMoqer();
_account = new Account(1, 12000, 300, 0, 0);
Moqer.SetInstance(_account);
_commitment = new CommitmentModel
{
EmployerAccountId = 1,
ApprenticeshipId = 2,
LearnerId = 3,
StartDate = DateTime.Today.AddMonths(-1),
PlannedEndDate = DateTime.Today.AddMonths(25),
MonthlyInstallment = 2100,
NumberOfInstallments = 24,
CompletionAmount = 3000,
FundingSource = Models.Payments.FundingSource.Levy
};
_commitments = new EmployerCommitmentsModel
{
LevyFundedCommitments = new List <CommitmentModel>
{
_commitment
}
};
var employerCommitments = new EmployerCommitments(1, _commitments);
Moqer.SetInstance(employerCommitments);
}
public void Then_If_I_Am_A_Receiving_Employer_My_Balance_Is_Equal_To_My_Current_Balance_For_All_Months_For_A_Levy_Run()
{
//Arrange
_account = new Account(1, 2000, 0, 0, 0);
Moqer.SetInstance(_account);
_commitments.LevyFundedCommitments = new List <CommitmentModel>();
_commitments.SendingEmployerTransferCommitments = new List <CommitmentModel>();
_commitments.ReceivingEmployerTransferCommitments = new List <CommitmentModel>
{
new CommitmentModel
{
EmployerAccountId = 1,
SendingEmployerAccountId = 999,
ApprenticeshipId = 23,
LearnerId = 33,
StartDate = DateTime.Today.AddMonths(-2),
PlannedEndDate = DateTime.Today.GetStartOfMonth().AddMonths(6),
MonthlyInstallment = 2000,
NumberOfInstallments = 6,
CompletionAmount = 1200,
FundingSource = Models.Payments.FundingSource.Transfer
}
};
var employerCommitments = new EmployerCommitments(1, _commitments);
Moqer.SetInstance(employerCommitments);
var accountProjection = Moqer.Resolve <Projections.AccountProjection>();
accountProjection.BuildLevyTriggeredProjections(DateTime.Today, 12);
//Assert
Assert.IsTrue(accountProjection.Projections.All(c => c.FutureFunds.Equals(2000m)));
}
public CurrentBalance(
Models.Balance.BalanceModel balance,
IAccountBalanceService accountBalanceService,
EmployerCommitments employerCommitments)
{
Model = balance ?? throw new ArgumentNullException(nameof(balance));
_accountBalanceService = accountBalanceService ?? throw new ArgumentNullException(nameof(accountBalanceService));
EmployerCommitments = employerCommitments ?? throw new ArgumentNullException(nameof(employerCommitments));
}
public void Then_Transfer_Funds_In_Are_Reflected_In_My_Balance()
{
//Arrange
_accountProjection = new List <AccountProjectionModel>
{
new AccountProjectionModel
{
EmployerAccountId = 54321,
Month = 1,
Year = DateTime.Now.Year,
LevyFundsIn = 100,
TransferOutCostOfTraining = 10,
TransferInCostOfTraining = 10,
TransferOutCompletionPayments = 0,
LevyFundedCompletionPayments = 50,
LevyFundedCostOfTraining = 50,
FutureFunds = 500,
FutureFundsNoExpiry = 550,
},
new AccountProjectionModel
{
EmployerAccountId = 54321,
Month = 2,
Year = DateTime.Now.Year,
LevyFundsIn = 100,
TransferOutCostOfTraining = 10,
TransferInCostOfTraining = 10,
TransferOutCompletionPayments = 0,
LevyFundedCompletionPayments = 0,
LevyFundedCostOfTraining = 50,
FutureFunds = 540,
FutureFundsNoExpiry = 590
}
};
_moqer.GetMock <IApplicationConfiguration>().Setup(
x => x.FeatureExpiredFunds).Returns(true);
_moqer.GetMock <IDateTimeService>()
.Setup(x => x.GetCurrentDateTime()).Returns(new DateTime(DateTime.Now.Year, 1, 1));
var employerCommitments = new EmployerCommitments(EmployerAccountId, _commitments);
var accountEstimationProjectionCommitments =
new AccountEstimationProjectionCommitments(employerCommitments, _accountProjection.AsReadOnly());
_moqer.SetInstance(accountEstimationProjectionCommitments);
_estimationProjection = new AccountEstimationProjection(_moqer.Resolve <Account>(),
_moqer.Resolve <AccountEstimationProjectionCommitments>(),
_moqer.Resolve <IDateTimeService>(),
false);
//Act
_estimationProjection.BuildProjections();
//Assert
var actual = _estimationProjection.Projections.OrderBy(c => c.Year).ThenBy(c => c.Month).Skip(1).FirstOrDefault();
Assert.IsNotNull(actual);
Assert.AreEqual(400, actual.EstimatedProjectionBalance);
}
public AccountEstimationProjection(Account account, AccountEstimationProjectionCommitments accountEstimationProjectionCommitments, IDateTimeService dateTimeService, bool showExpiredFunds)
{
_dateTimeService = dateTimeService;
_showExpiredFunds = showExpiredFunds;
_account = account ?? throw new ArgumentNullException(nameof(account));
if (accountEstimationProjectionCommitments == null)
{
throw new ArgumentNullException(nameof(accountEstimationProjectionCommitments));
}
_virtualEmployerCommitments = accountEstimationProjectionCommitments.VirtualEmployerCommitments ?? throw new ArgumentNullException(nameof(accountEstimationProjectionCommitments.VirtualEmployerCommitments));
_actualAccountProjections = accountEstimationProjectionCommitments.ActualAccountProjections.ToList().AsReadOnly() ?? throw new ArgumentNullException(nameof(accountEstimationProjectionCommitments.ActualAccountProjections));
_estimatedProjections = new List <AccountEstimationProjectionModel>();
}
public void SetUp()
{
_moqer = new AutoMoqer();
var currentBalanceRepo = _moqer.GetMock <ICurrentBalanceRepository>();
var mockBalance = _moqer.GetMock <CurrentBalance>();
var balance = new BalanceModel
{
EmployerAccountId = 12345,
BalancePeriod = DateTime.Today,
Amount = 10000,
TransferAllowance = 1000,
RemainingTransferBalance = 1000
};
var commitments = new EmployerCommitments(12345, new EmployerCommitmentsModel
{
LevyFundedCommitments = new List <CommitmentModel>
{
new CommitmentModel
{
EmployerAccountId = 12345,
PlannedEndDate = DateTime.Today.AddMonths(-2),
StartDate = DateTime.Today.AddMonths(-3),
NumberOfInstallments = 1,
CompletionAmount = 1000,
MonthlyInstallment = 80,
FundingSource = FundingSource.Levy
}
}
});
mockBalance.Setup(x => x.EmployerAccountId).Returns(12345);
mockBalance.Setup(x => x.Amount).Returns(10000);
mockBalance.Setup(x => x.RefreshBalance(It.IsAny <bool>(), false))
.ReturnsAsync(true);
currentBalanceRepo.Setup(x => x.Get(It.IsAny <long>()))
.ReturnsAsync(new CurrentBalance(balance, _moqer.GetMock <IAccountBalanceService>().Object, commitments));
var levyDataSession = _moqer.GetMock <ILevyDataSession>();
levyDataSession.Setup(s => s.GetLatestLevyAmount(12345)).ReturnsAsync(0);
levyDataSession.Setup(s => s.GetLatestLevyAmount(12345)).ReturnsAsync(-400);
}
public void Then_The_Estimation_Only_Includes_Modelled_Transfer_Estimates_And_Not_Projection_Estimates()
{
//Arrange
var commitments = new EmployerCommitmentsModel
{
SendingEmployerTransferCommitments =
{
new CommitmentModel
{
CompletionAmount = 100,
EmployerAccountId = EmployerAccountId,
MonthlyInstallment = 50,
PlannedEndDate = new DateTime(DateTime.Now.Year, 5, 1),
StartDate = new DateTime(DateTime.Now.Year, 1, 1),
NumberOfInstallments = 5,
FundingSource = Models.Payments.FundingSource.Levy
}
}
};
var employerCommitments = new EmployerCommitments(EmployerAccountId, commitments);
var accountEstimationProjectionCommitments =
new AccountEstimationProjectionCommitments(employerCommitments, _accountProjection.AsReadOnly());
_moqer.SetInstance(accountEstimationProjectionCommitments);
_estimationProjection = new AccountEstimationProjection(_moqer.Resolve <Account>(),
_moqer.Resolve <AccountEstimationProjectionCommitments>(),
_moqer.Resolve <IDateTimeService>(),
false);
//Act
_estimationProjection.BuildProjections();
//Assert
var actual = _estimationProjection.Projections.OrderBy(c => c.Year).ThenBy(c => c.Month).FirstOrDefault();
Assert.IsNotNull(actual);
Assert.AreEqual(9990, actual.AvailableTransferFundsBalance);
}
public void ShouldDetermineBalanceForCoInvestmentAfterTransferCosts(decimal lastBalance, decimal completionPaymentsTransferOut, decimal trainingCostTransferOut, bool isSendingEmployer, decimal expected)
{
//Arrange
if (isSendingEmployer)
{
_commitments.LevyFundedCommitments = new List <CommitmentModel>();
_commitments.ReceivingEmployerTransferCommitments = new List <CommitmentModel>();
_commitments.SendingEmployerTransferCommitments = new List <CommitmentModel>
{
new CommitmentModel
{
EmployerAccountId = 1,
SendingEmployerAccountId = 999,
ApprenticeshipId = 23,
LearnerId = 33,
StartDate = DateTime.Today.AddMonths(-2),
PlannedEndDate = DateTime.Today.GetStartOfMonth().AddMonths(6),
MonthlyInstallment = 2000,
NumberOfInstallments = 6,
CompletionAmount = 1200,
FundingSource = Models.Payments.FundingSource.Transfer
}
};
var employerCommitments = new EmployerCommitments(1, _commitments);
Moqer.SetInstance(employerCommitments);
}
var accountProjection = Moqer.Resolve <Projections.AccountProjection>();
//Act
var balance = accountProjection.GetCurrentBalance(lastBalance, completionPaymentsTransferOut,
trainingCostTransferOut, false);
//Assert
Assert.AreEqual(expected, balance);
}
public void Then_When_You_Are_A_Sending_Employer_Your_FutureFunds_Are_Updated()
{
//Arrange
_account = new Account(1, 2000, 0, 0, 0);
Moqer.SetInstance(_account);
_commitments.LevyFundedCommitments = new List <CommitmentModel>();
_commitments.ReceivingEmployerTransferCommitments = new List <CommitmentModel>();
_commitments.SendingEmployerTransferCommitments = new List <CommitmentModel>
{
new CommitmentModel
{
EmployerAccountId = 1,
SendingEmployerAccountId = 999,
ApprenticeshipId = 23,
LearnerId = 33,
StartDate = DateTime.Today,
PlannedEndDate = DateTime.Today.GetStartOfMonth().AddMonths(6),
MonthlyInstallment = 100,
NumberOfInstallments = 6,
CompletionAmount = 400,
FundingSource = Models.Payments.FundingSource.Transfer
}
};
var employerCommitments = new EmployerCommitments(1, _commitments);
Moqer.SetInstance(employerCommitments);
var accountProjection = Moqer.Resolve <Projections.AccountProjection>();
accountProjection.BuildPayrollPeriodEndTriggeredProjections(DateTime.Today, 12);
//Assert
Assert.AreEqual(1000m, accountProjection.Projections[7].FutureFunds);
Assert.AreEqual(1000m, accountProjection.Projections.Last().FutureFunds);
}
public void SetUp()
{
_moqer = new AutoMoqer();
_commitments = new EmployerCommitmentsModel
{
SendingEmployerTransferCommitments =
{
new CommitmentModel
{
CompletionAmount = 100,
EmployerAccountId = EmployerAccountId,
MonthlyInstallment = 50,
PlannedEndDate = new DateTime(DateTime.Now.Year, 5, 1),
StartDate = new DateTime(DateTime.Now.Year, 1, 1),
NumberOfInstallments = 5,
FundingSource = Models.Payments.FundingSource.Levy
},
new CommitmentModel
{
CompletionAmount = 100,
EmployerAccountId = EmployerAccountId,
MonthlyInstallment = 50,
PlannedEndDate = new DateTime(DateTime.Now.Year + 1, 9, 1),
StartDate = new DateTime(DateTime.Now.Year + 1, 3, 1),
NumberOfInstallments = 5,
FundingSource = Models.Payments.FundingSource.Levy
},
new CommitmentModel
{
CompletionAmount = 100,
EmployerAccountId = EmployerAccountId,
MonthlyInstallment = 50,
PlannedEndDate = new DateTime(DateTime.Now.Year, 5, 1),
StartDate = new DateTime(DateTime.Now.Year, 1, 1),
NumberOfInstallments = 5,
FundingSource = Models.Payments.FundingSource.Transfer
},
}
};
var employerCommitments = new EmployerCommitments(EmployerAccountId, _commitments);
_accountProjection = new List <AccountProjectionModel>
{
new AccountProjectionModel
{
EmployerAccountId = 54321,
Month = 1,
Year = DateTime.Now.Year,
LevyFundsIn = 100,
TransferOutCostOfTraining = 10,
TransferOutCompletionPayments = 0,
LevyFundedCompletionPayments = 50,
LevyFundedCostOfTraining = 50,
FutureFunds = 500,
FutureFundsNoExpiry = 100
},
new AccountProjectionModel
{
EmployerAccountId = 54321,
Month = 2,
Year = DateTime.Now.Year,
LevyFundsIn = 100,
TransferOutCostOfTraining = 10,
TransferOutCompletionPayments = 0,
LevyFundedCompletionPayments = 0,
LevyFundedCostOfTraining = 50,
FutureFunds = 540,
FutureFundsNoExpiry = 140
},
new AccountProjectionModel
{
EmployerAccountId = 54321,
Month = 3,
Year = DateTime.Now.Year,
LevyFundsIn = 100,
TransferOutCostOfTraining = 10,
TransferOutCompletionPayments = 0,
LevyFundedCompletionPayments = 0,
LevyFundedCostOfTraining = 50,
FutureFunds = 580,
FutureFundsNoExpiry = 180
},
new AccountProjectionModel
{
EmployerAccountId = 54321,
Month = 4,
Year = DateTime.Now.Year,
LevyFundsIn = 100,
TransferOutCostOfTraining = 10,
TransferOutCompletionPayments = 0,
LevyFundedCompletionPayments = 0,
LevyFundedCostOfTraining = 50,
FutureFunds = 620,
FutureFundsNoExpiry = 220
},
new AccountProjectionModel
{
EmployerAccountId = 54321,
Month = 5,
Year = DateTime.Now.Year,
LevyFundsIn = 100,
TransferOutCostOfTraining = 10,
TransferOutCompletionPayments = 0,
LevyFundedCompletionPayments = 0,
LevyFundedCostOfTraining = 50,
FutureFunds = 660,
FutureFundsNoExpiry = 260
},
new AccountProjectionModel
{
EmployerAccountId = 54321,
Month = 6,
Year = DateTime.Now.Year,
LevyFundsIn = 100,
TransferOutCostOfTraining = 0,
TransferOutCompletionPayments = 20,
LevyFundedCompletionPayments = 0,
LevyFundedCostOfTraining = 50,
FutureFunds = 690,
FutureFundsNoExpiry = 290
}
};
var accountEstimationProjectionCommitments =
new AccountEstimationProjectionCommitments(employerCommitments, _accountProjection.AsReadOnly());
_moqer.GetMock <IDateTimeService>()
.Setup(x => x.GetCurrentDateTime()).Returns(new DateTime(DateTime.Now.Year, 2, 1));
_moqer.SetInstance(accountEstimationProjectionCommitments);
_account = new Account(EmployerAccountId, 10000, 0, TransferAllowance, 10000);
_moqer.SetInstance(_account);
_estimationProjection = new AccountEstimationProjection(_moqer.Resolve <Account>(), _moqer.Resolve <AccountEstimationProjectionCommitments>(), _moqer.Resolve <IDateTimeService>(), false);
}
public void Receiving_employer_account_has_transfers_in()
{
_commitments.LevyFundedCommitments = new List <CommitmentModel>
{
new CommitmentModel
{
EmployerAccountId = 1,
SendingEmployerAccountId = 1,
ApprenticeshipId = 21,
LearnerId = 31,
StartDate = DateTime.Today,
PlannedEndDate = DateTime.Today.GetStartOfMonth().AddMonths(6),
MonthlyInstallment = 2000,
NumberOfInstallments = 6,
CompletionAmount = 1200,
FundingSource = Models.Payments.FundingSource.Levy
},
new CommitmentModel
{
EmployerAccountId = 1,
SendingEmployerAccountId = 1,
ApprenticeshipId = 22,
LearnerId = 32,
StartDate = DateTime.Today,
PlannedEndDate = DateTime.Today.GetStartOfMonth().AddMonths(6),
MonthlyInstallment = 2000,
NumberOfInstallments = 6,
CompletionAmount = 1200,
FundingSource = Models.Payments.FundingSource.Levy
}
};
_commitments.SendingEmployerTransferCommitments = new List <CommitmentModel>
{
new CommitmentModel
{
EmployerAccountId = 1,
SendingEmployerAccountId = 999,
ApprenticeshipId = 23,
LearnerId = 33,
StartDate = DateTime.Today,
PlannedEndDate = DateTime.Today.GetStartOfMonth().AddMonths(6),
MonthlyInstallment = 2000,
NumberOfInstallments = 6,
CompletionAmount = 1200,
FundingSource = Models.Payments.FundingSource.Transfer
}
};
_commitments.ReceivingEmployerTransferCommitments = new List <CommitmentModel>
{
new CommitmentModel
{
EmployerAccountId = 999,
SendingEmployerAccountId = 1,
ApprenticeshipId = 34,
LearnerId = 34,
StartDate = DateTime.Today,
PlannedEndDate = DateTime.Today.GetStartOfMonth().AddMonths(6),
MonthlyInstallment = 2000,
NumberOfInstallments = 6,
CompletionAmount = 1200,
FundingSource = Models.Payments.FundingSource.Transfer
}
};
var employerCommitments = new EmployerCommitments(1, _commitments);
Moqer.SetInstance(employerCommitments);
var accountProjection = Moqer.Resolve <Projections.AccountProjection>();
accountProjection.BuildLevyTriggeredProjections(DateTime.Today, 12);
var projections = accountProjection.Projections.ToArray();
projections[6].LevyFundedCostOfTraining.Should().Be(4000);
projections[6].TransferInCostOfTraining.Should().Be(2000);
projections[6].TransferOutCostOfTraining.Should().Be(4000);
projections[7].LevyFundedCostOfTraining.Should().Be(0);
projections[7].LevyFundedCompletionPayments.Should().Be(2400);
projections[7].TransferInCompletionPayments.Should().Be(1200);
projections[7].TransferOutCompletionPayments.Should().Be(2400);
projections[8].LevyFundedCostOfTraining.Should().Be(0);
projections[8].LevyFundedCompletionPayments.Should().Be(0);
}
public AccountProjection(Account account, EmployerCommitments employerCommitments)
{
_account = account ?? throw new ArgumentNullException(nameof(account));
_employerCommitments = employerCommitments ?? throw new ArgumentNullException(nameof(employerCommitments));
_projections = new List <AccountProjectionModel>(49);
}
public AccountProjection(Account account, EmployerCommitments employerCommitments, IList <AccountProjectionModel> accountProjectionModels)
{
_account = account ?? throw new ArgumentNullException(nameof(account));
_employerCommitments = employerCommitments ?? throw new ArgumentNullException(nameof(employerCommitments));
_projections = accountProjectionModels != null?accountProjectionModels.ToList() : throw new ArgumentNullException(nameof(accountProjectionModels));
}
public AccountEstimationProjectionCommitments(EmployerCommitments virtualEmployerCommitments, IReadOnlyCollection <AccountProjectionModel> actualAccountProjections)
{
VirtualEmployerCommitments = virtualEmployerCommitments;
ActualAccountProjections = actualAccountProjections;
}