/// <summary>
/// This is option 2 : DEPARTMENT BASED CASH ADVANCE REQUEST
/// </summary>
/// <param name="pettyCashRequestDto"></param>
/// <param name="empCurAvailBal"></param>
private async Task DepartmentCashRequest(PettyCashRequestDTO pettyCashRequestDto, Double empCurAvailBal)
{
//### 1. If Employee Eligible for Cash Claim enter a record and reduce the available amount for next claim
#region
int reqEmpid = pettyCashRequestDto.EmployeeId;
Employee reqEmp = _context.Employees.Find(reqEmpid);
int reqApprGroupId = reqEmp.ApprovalGroupId;
int reqRoleId = reqEmp.RoleId;
int maxApprLevel = _context.ApprovalRoleMaps.Include("ApprovalLevel").Where(a => a.ApprovalGroupId == reqApprGroupId).ToList().Select(x => x.ApprovalLevel).Max(a => a.Level);
int reqApprLevel = _context.ApprovalRoleMaps.Include("ApprovalLevel").Where(a => a.ApprovalGroupId == reqApprGroupId && a.RoleId == reqRoleId).Select(x => x.ApprovalLevel).FirstOrDefault().Level;
bool isSelfApprovedRequest = false;
Double empReqAmount = pettyCashRequestDto.PettyClaimAmount;
var curPettyCashBal = _context.EmpCurrentPettyCashBalances.Where(x => x.EmployeeId == reqEmpid).FirstOrDefault();
if (_context.JobRoles.Find(_context.Employees.Find(pettyCashRequestDto.EmployeeId).RoleId).MaxPettyCashAllowed >= empCurAvailBal - empReqAmount)
{
curPettyCashBal.CurBalance = empCurAvailBal - empReqAmount;
}
curPettyCashBal.EmployeeId = reqEmpid;
curPettyCashBal.UpdatedOn = DateTime.Now;
_context.Update(curPettyCashBal);
await _context.SaveChangesAsync();
#endregion
//##### 2. Adding entry to PettyCashRequest table for record
#region
var pcrq = new PettyCashRequest()
{
EmployeeId = reqEmpid,
PettyClaimAmount = empReqAmount,
CashReqDate = DateTime.Now,
PettyClaimRequestDesc = pettyCashRequestDto.PettyClaimRequestDesc,
ProjectId = pettyCashRequestDto.ProjectId,
SubProjectId = pettyCashRequestDto.SubProjectId,
WorkTaskId = pettyCashRequestDto.WorkTaskId,
DepartmentId = _context.Employees.Find(reqEmpid).DepartmentId,
CurrencyTypeId = pettyCashRequestDto.CurrencyTypeId,
ApprovalStatusTypeId = (int)EApprovalStatus.Pending,
Comments = "Cash Advance Request in Process!"
};
_context.PettyCashRequests.Add(pcrq);
await _context.SaveChangesAsync();
//get the saved record Id
pettyCashRequestDto.Id = pcrq.Id;
#endregion
//##### STEP 3. ClaimsApprovalTracker to be updated for all the allowed Approvers
///////////////////////////// Check if self Approved Request /////////////////////////////
//if highest approver is requesting Petty cash request himself
if (maxApprLevel == reqApprLevel)
{
isSelfApprovedRequest = true;
}
//////////////////////////////////////////////////////////////////////////////////////////
var getEmpClaimApproversAllLevels = _context.ApprovalRoleMaps
.Include(a => a.ApprovalLevel)
.Where(a => a.ApprovalGroupId == reqApprGroupId)
.OrderBy(o => o.ApprovalLevel.Level).ToList();
bool isFirstApprover = true;
if (isSelfApprovedRequest)
{
ClaimApprovalStatusTracker claimAppStatusTrack = new()
{
EmployeeId = pettyCashRequestDto.EmployeeId,
PettyCashRequestId = pettyCashRequestDto.Id,
DepartmentId = _context.Employees.Find(pettyCashRequestDto.EmployeeId).DepartmentId,
ProjectId = null,
SubProjectId = null,
WorkTaskId = null,
RoleId = _context.Employees.Find(pettyCashRequestDto.EmployeeId).RoleId,
ApprovalGroupId = reqApprGroupId,
ApprovalLevelId = reqApprLevel,
ReqDate = DateTime.Now,
FinalApprovedDate = DateTime.Now,
ApprovalStatusTypeId = (int)EApprovalStatus.Approved,
Comments = "Self Approved Request!"
//1-Initiating, 2-Pending, 3-InReview, 4-Approved, 5-Rejected
};
_context.ClaimApprovalStatusTrackers.Add(claimAppStatusTrack);
pcrq.ApprovalStatusTypeId = (int)EApprovalStatus.Approved;
_context.PettyCashRequests.Update(pcrq);
await _context.SaveChangesAsync();
}
else
{
foreach (ApprovalRoleMap ApprMap in getEmpClaimApproversAllLevels)
{
int role_id = ApprMap.RoleId;
var approver = _context.Employees.Where(e => e.RoleId == role_id && e.ApprovalGroupId == reqApprGroupId).FirstOrDefault();
if (approver == null)
{
continue;
}
int approverLevelid = _context.ApprovalRoleMaps.Where(x => x.RoleId == approver.RoleId && x.ApprovalGroupId == reqApprGroupId).FirstOrDefault().ApprovalLevelId;
int approverLevel = _context.ApprovalLevels.Find(approverLevelid).Level;
if (reqApprLevel >= approverLevel)
{
continue;
}
ClaimApprovalStatusTracker claimAppStatusTrack = new()
{
EmployeeId = pettyCashRequestDto.EmployeeId,
PettyCashRequestId = pettyCashRequestDto.Id,
DepartmentId = approver.DepartmentId,
ProjectId = null,
SubProjectId = null,
WorkTaskId = null,
RoleId = approver.RoleId,
ApprovalGroupId = reqApprGroupId,
ApprovalLevelId = ApprMap.ApprovalLevelId,
ReqDate = DateTime.Now,
FinalApprovedDate = null,
ApprovalStatusTypeId = isFirstApprover ? (int)EApprovalStatus.Pending : (int)EApprovalStatus.Initiating,
Comments = "Awaiting Approver Action"
//1-Initiating, 2-Pending, 3-InReview, 4-Approved, 5-Rejected
};
_context.ClaimApprovalStatusTrackers.Add(claimAppStatusTrack);
await _context.SaveChangesAsync();
if (isFirstApprover)
{
//##### 4. Send email to the Approver
//####################################
var approverMailAddress = approver.Email;
string subject = "Pettycash Request Approval " + pettyCashRequestDto.Id.ToString();
Employee emp = await _context.Employees.FindAsync(pettyCashRequestDto.EmployeeId);
var pettycashreq = _context.PettyCashRequests.Find(pettyCashRequestDto.Id);
string content = "Petty Cash Approval sought by " + emp.FirstName + "@<br/>Cash Request for the amount of " + pettycashreq.PettyClaimAmount + "@<br/>towards " + pettycashreq.PettyClaimRequestDesc;
var messagemail = new Message(new string[] { approverMailAddress }, subject, content);
await _emailSender.SendEmailAsync(messagemail);
}
//first approver will be added as Pending, other approvers will be with In Approval Queue
isFirstApprover = false;
}
}
//##### STEP 5. Adding a SINGLE entry in DisbursementsAndClaimsMaster table for records
#region
DisbursementsAndClaimsMaster disbursementsAndClaimsMaster = new();
disbursementsAndClaimsMaster.EmployeeId = reqEmpid;
disbursementsAndClaimsMaster.PettyCashRequestId = pcrq.Id;
disbursementsAndClaimsMaster.ExpenseReimburseReqId = null;
disbursementsAndClaimsMaster.RequestTypeId = (int)ERequestType.CashAdvance;
disbursementsAndClaimsMaster.DepartmentId = _context.Employees.Find(reqEmpid).DepartmentId;
disbursementsAndClaimsMaster.ProjectId = null;
disbursementsAndClaimsMaster.SubProjectId = null;
disbursementsAndClaimsMaster.WorkTaskId = null;
disbursementsAndClaimsMaster.RecordDate = DateTime.Now;
disbursementsAndClaimsMaster.CurrencyTypeId = pettyCashRequestDto.CurrencyTypeId;
disbursementsAndClaimsMaster.ClaimAmount = empReqAmount;
disbursementsAndClaimsMaster.CostCenterId = _context.Departments.Find(_context.Employees.Find(reqEmpid).DepartmentId).CostCenterId;
disbursementsAndClaimsMaster.ApprovalStatusId = isSelfApprovedRequest ? (int)EApprovalStatus.Approved : (int)EApprovalStatus.Pending;
_context.DisbursementsAndClaimsMasters.Add(disbursementsAndClaimsMaster);
try
{
await _context.SaveChangesAsync();
}
catch (DbUpdateConcurrencyException)
{
throw;
}
#endregion
}
/// <summary>
/// This is option 2
/// </summary>
/// <param name="pettyCashRequestDto"></param>
/// <param name="empCurAvailBal"></param>
private async Task DepartmentCashRequest(PettyCashRequestDTO pettyCashRequestDto, decimal empCurAvailBal)
{
#region
int empid = pettyCashRequestDto.EmployeeId;
decimal empReqAmount = pettyCashRequestDto.PettyClaimAmount;
int empApprGroupId = _context.Employees.Find(empid).ApprovalGroupId;
//### 1. Employee Eligible for Cash Claim enter a record and reduce the available amount for next claim
var curPettyCashBal = _context.EmpCurrentPettyCashBalances.Where(x => x.EmployeeId == empid).FirstOrDefault();
curPettyCashBal.Id = curPettyCashBal.Id;
curPettyCashBal.CurBalance = empCurAvailBal - empReqAmount;
curPettyCashBal.EmployeeId = empid;
_context.Update(curPettyCashBal);
await _context.SaveChangesAsync();
#endregion
#region
//##### 2. Adding entry to PettyCashRequest table for record
var pcrq = new PettyCashRequest()
{
EmployeeId = empid,
PettyClaimAmount = empReqAmount,
CashReqDate = DateTime.Now,
ProjectId = pettyCashRequestDto.ProjectId,
SubProjectId = pettyCashRequestDto.SubProjectId,
WorkTaskId = pettyCashRequestDto.WorkTaskId
};
_context.PettyCashRequests.Add(pcrq);
await _context.SaveChangesAsync();
#endregion
#region
//##### 3. Adding a entry in DisbursementsAndClaimsMaster table for records
_context.DisbursementsAndClaimsMasters.Add(new DisbursementsAndClaimsMaster()
{
EmployeeId = empid,
PettyCashRequestId = pcrq.Id,
ExpenseReimburseReqId = null,
AdvanceOrReimburseId = (int)ClaimType.CashAdvance,
ProjectId = pettyCashRequestDto.ProjectId,
SubProjectId = pettyCashRequestDto.SubProjectId,
WorkTaskId = pettyCashRequestDto.WorkTaskId,
RecordDate = DateTime.Now,
Amount = empReqAmount,
CostCentreId = _context.Departments.Find(_context.Employees.Find(empid).DepartmentId).CostCentreId,
ApprovalStatusId = (int)ApprovalStatus.Pending
});
await _context.SaveChangesAsync();
#endregion
#region
//##### 4. ClaimsApprovalTracker to be updated for all the allowed Approvers
var getEmpClaimApproversAllLevels = _context.ApprovalRoleMaps.Where(a => a.ApprovalGroupId == empApprGroupId).ToList().OrderBy(a => a.ApprovalLevel);
foreach (ApprovalRoleMap ApprMap in getEmpClaimApproversAllLevels)
{
int role_id = ApprMap.RoleId;
var approver = _context.Employees.Where(e => e.RoleId == role_id).FirstOrDefault();
_context.ClaimApprovalStatusTrackers.Add(new ClaimApprovalStatusTracker
{
EmployeeId = pettyCashRequestDto.EmployeeId,
PettyCashRequestId = pettyCashRequestDto.Id,
DepartmentId = approver.DepartmentId,
ProjectId = null,
RoleId = approver.RoleId,
ReqDate = DateTime.Now,
FinalApprovedDate = null,
ApprovalStatusTypeId = (int)ApprovalStatus.Pending //1-Pending, 2-Approved, 3-Rejected
});
await _context.SaveChangesAsync();
#endregion
//##### 5. Send email to the Approver
//####################################
var approverMailAddress = approver.Email;
string subject = "Pettycash Request Approval " + pettyCashRequestDto.Id.ToString();
Employee emp = await _context.Employees.FindAsync(pettyCashRequestDto.EmployeeId);
var pettycashreq = _context.PettyCashRequests.Find(pettyCashRequestDto.Id);
string content = "Petty Cash Approval sought by " + emp.FirstName + "/nCash Request for the amount of " + pettycashreq.PettyClaimAmount + "/ntowards " + pettycashreq.PettyClaimRequestDesc;
var messagemail = new Message(new string[] { approverMailAddress }, subject, content);
await _emailSender.SendEmailAsync(messagemail);
}
}
/// <summary>
/// This is the option 1 : : PROJECT BASED CASH ADVANCE REQUEST
/// </summary>
/// <param name="pettyCashRequestDto"></param>
/// <param name="empCurAvailBal"></param>
private async Task <IActionResult> ProjectCashRequest(PettyCashRequestDTO pettyCashRequestDto, Double empCurAvailBal)
{
//### 1. If Employee Eligible for Cash Claim enter a record and reduce the available amount for next claim
#region
int costCenter = _context.Projects.Find(pettyCashRequestDto.ProjectId).CostCenterId;
int projManagerid = _context.Projects.Find(pettyCashRequestDto.ProjectId).ProjectManagerId;
var approver = _context.Employees.Find(projManagerid);
////
int empid = pettyCashRequestDto.EmployeeId;
Double empReqAmount = pettyCashRequestDto.PettyClaimAmount;
//int empApprGroupId = _context.Employees.Find(empid).ApprovalGroupId;
double maxCashAllowedForRole = (_context.JobRoles.Find(_context.Employees.Find(pettyCashRequestDto.EmployeeId).RoleId).MaxPettyCashAllowed);
if (pettyCashRequestDto.PettyClaimAmount > maxCashAllowedForRole)
{
return(Conflict(new RespStatus {
Status = "Failure", Message = "Advance Amount is not eligibile"
}));
}
var curPettyCashBal = _context.EmpCurrentPettyCashBalances.Where(x => x.EmployeeId == empid).FirstOrDefault();
curPettyCashBal.Id = curPettyCashBal.Id;
curPettyCashBal.CurBalance = empCurAvailBal - empReqAmount <= maxCashAllowedForRole ? empCurAvailBal - empReqAmount : maxCashAllowedForRole;
curPettyCashBal.EmployeeId = empid;
curPettyCashBal.UpdatedOn = DateTime.Now;
_context.Update(curPettyCashBal);
await _context.SaveChangesAsync();
#endregion
//##### 2. Adding entry to PettyCashRequest table for record
#region
var pcrq = new PettyCashRequest()
{
EmployeeId = empid,
PettyClaimAmount = empReqAmount,
CashReqDate = DateTime.Now,
DepartmentId = null,
ProjectId = pettyCashRequestDto.ProjectId,
SubProjectId = pettyCashRequestDto.SubProjectId,
WorkTaskId = pettyCashRequestDto.WorkTaskId,
PettyClaimRequestDesc = pettyCashRequestDto.PettyClaimRequestDesc,
CurrencyTypeId = pettyCashRequestDto.CurrencyTypeId,
ApprovalStatusTypeId = (int)EApprovalStatus.Pending,
Comments = "Cash Advance Request in Process!"
};
_context.PettyCashRequests.Add(pcrq);
await _context.SaveChangesAsync();
pettyCashRequestDto.Id = pcrq.Id;
#endregion
//##### 3. Add an entry to ClaimApproval Status tracker
//get costcenterID based on project
#region
///////////////////////////// Check if self Approved Request /////////////////////////////
int maxApprLevel = _context.ApprovalRoleMaps.Max(a => a.ApprovalLevelId);
int empApprLevel = _context.ApprovalRoleMaps.Where(a => a.RoleId == _context.Employees.Find(empid).RoleId).FirstOrDefault().Id;
bool isSelfApprovedRequest = false;
//if highest approver is requesting Petty cash request himself
if (maxApprLevel == empApprLevel || projManagerid == empid)
{
isSelfApprovedRequest = true;
}
//////////////////////////////////////////////////////////////////////////////////////////
if (isSelfApprovedRequest)
{
ClaimApprovalStatusTracker claimAppStatusTrack = new()
{
EmployeeId = pettyCashRequestDto.EmployeeId,
PettyCashRequestId = pettyCashRequestDto.Id,
DepartmentId = null,
ProjManagerId = projManagerid,
ProjectId = pettyCashRequestDto.ProjectId,
SubProjectId = pettyCashRequestDto.SubProjectId,
WorkTaskId = pettyCashRequestDto.WorkTaskId,
RoleId = approver.RoleId,
// get the next ProjectManager approval.
ApprovalGroupId = _context.Employees.Find(pettyCashRequestDto.EmployeeId).ApprovalGroupId,
ApprovalLevelId = 2, //empApprLevel or 2 default approval level is 2 for Project based request
ReqDate = DateTime.Now,
FinalApprovedDate = DateTime.Now,
ApprovalStatusTypeId = (int)EApprovalStatus.Approved, //1-Initiating, 2-Pending, 3-InReview, 4-Approved, 5-Rejected
Comments = "Self Approved Request!"
};
_context.ClaimApprovalStatusTrackers.Add(claimAppStatusTrack);
pcrq.ApprovalStatusTypeId = (int)EApprovalStatus.Approved;
_context.PettyCashRequests.Update(pcrq);
await _context.SaveChangesAsync();
}
else
{
ClaimApprovalStatusTracker claimAppStatusTrack = new()
{
EmployeeId = pettyCashRequestDto.EmployeeId,
PettyCashRequestId = pettyCashRequestDto.Id,
DepartmentId = null,
ProjManagerId = projManagerid,
ProjectId = pettyCashRequestDto.ProjectId,
SubProjectId = pettyCashRequestDto.SubProjectId,
WorkTaskId = pettyCashRequestDto.WorkTaskId,
RoleId = approver.RoleId,
// get the next ProjectManager approval.
ApprovalGroupId = _context.Employees.Find(pettyCashRequestDto.EmployeeId).ApprovalGroupId,
ApprovalLevelId = 2, // default approval level is 2 for Project based request
ReqDate = DateTime.Now,
FinalApprovedDate = null,
ApprovalStatusTypeId = (int)EApprovalStatus.Pending, //1-Initiating, 2-Pending, 3-InReview, 4-Approved, 5-Rejected
Comments = "Awaiting Approver Action"
};
_context.ClaimApprovalStatusTrackers.Add(claimAppStatusTrack);
await _context.SaveChangesAsync();
#endregion
//##### 4. Send email to the user
//####################################
#region
var approverMailAddress = approver.Email;
string subject = "Pettycash Request Approval " + pettyCashRequestDto.Id.ToString();
Employee emp = await _context.Employees.FindAsync(pettyCashRequestDto.EmployeeId);
var pettycashreq = _context.PettyCashRequests.Find(pettyCashRequestDto.Id);
string content = "Petty Cash Approval sought by " + emp.FirstName + "/nCash Request for the amount of " + pettycashreq.PettyClaimAmount + "/ntowards " + pettycashreq.PettyClaimRequestDesc;
var messagemail = new Message(new string[] { approverMailAddress }, subject, content);
await _emailSender.SendEmailAsync(messagemail);
#endregion
}
//##### 5. Adding a entry in DisbursementsAndClaimsMaster table for records
#region
DisbursementsAndClaimsMaster disbursementsAndClaimsMaster = new();
disbursementsAndClaimsMaster.EmployeeId = pettyCashRequestDto.EmployeeId;
disbursementsAndClaimsMaster.PettyCashRequestId = pettyCashRequestDto.Id;
disbursementsAndClaimsMaster.ExpenseReimburseReqId = null;
disbursementsAndClaimsMaster.RequestTypeId = (int)ERequestType.CashAdvance;
disbursementsAndClaimsMaster.DepartmentId = null;
disbursementsAndClaimsMaster.ProjectId = pettyCashRequestDto.ProjectId;
disbursementsAndClaimsMaster.SubProjectId = pettyCashRequestDto.SubProjectId;
disbursementsAndClaimsMaster.WorkTaskId = pettyCashRequestDto.WorkTaskId;
disbursementsAndClaimsMaster.RecordDate = DateTime.Now;
disbursementsAndClaimsMaster.CurrencyTypeId = pettyCashRequestDto.CurrencyTypeId;
disbursementsAndClaimsMaster.ClaimAmount = pettyCashRequestDto.PettyClaimAmount;
disbursementsAndClaimsMaster.AmountToWallet = 0;
disbursementsAndClaimsMaster.AmountToCredit = 0;
disbursementsAndClaimsMaster.CostCenterId = _context.Projects.Find(pettyCashRequestDto.ProjectId).CostCenterId;
disbursementsAndClaimsMaster.ApprovalStatusId = (int)EApprovalStatus.Pending; //1-Initiating, 2-Pending, 3-InReview, 4-Approved, 5-Rejected
_context.DisbursementsAndClaimsMasters.Add(disbursementsAndClaimsMaster);
try
{
await _context.SaveChangesAsync();
}
catch (DbUpdateConcurrencyException ex)
{
string error = ex.Message;
}
#endregion
return(Ok(new RespStatus {
Status = "Success", Message = "Advance Request Created!"
}));
}
