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S26 update supp start date (#264)
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* Update Start Date and End Date rule for supp

* Update due to 2 year contract
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@yiyiwang-cgi
yiyiwang-cgi authored Nov 5, 2024
1 parent 412559a commit 2a5618a
Showing 1 changed file with 90 additions and 53 deletions.
143 changes: 90 additions & 53 deletions OFM.Infrastructure.CustomWorkflowActivities/Supplementary/OutputStartAndEndDate.cs
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Original file line number Diff line number Diff line change
Expand Up @@ -37,19 +37,24 @@ protected override void Execute(CodeActivityContext executionContext)
tracingService.Trace("{0}{1}", "Start Custom Workflow Activity: Supplementary OutputStartAndEndDate", DateTime.Now.ToLongTimeString());
var recordId = supplementary.Get(executionContext);

/* 15 days rule:
* If the submit date is <15th of the month, then the supplementary date is the 1st of the month following,
* if the submit date is >=15th of the month, then the supplementary date is the 1st of the next month following
/* One month rule:
* If submission date is within the last month of the current term, start date = submission date
* If submission date is before the last month of the current term, start date = the first date of next month.
* UNLESS the SP has an active supplementary of the same type, THEN the start date is the 1st day after the Active supplementary expires.
*
* Example:
* First year anniversary date: 2024 Oct 31
* 1. Submission date: 2024 Oct 6 -> Start date: 2024 Oct 6
* 2. Submission date: 2024 Sept 30 -> Start date: 2024 Oct 1
*/

/*
* Supplementary should have ofm_renewal_term :
* StartDate Follow the rules:
* 1. Have approved supplementary of the same type and applied for next term: apply either the 15 days rule after submission date or one day after previous end date, which ever is later. The end date will be the anniversary date one year later.
* 2. Have approved supplementary of the same type for current term and applied for current term: this will stop from portal
* 3. No approved supplementary and applied for term 1: start date follows the 15 days rule
* 4. No approved supplementary and applied for term 2 and 3: apply either the the 15 days rule after submission date or one day after previous term anniversary date, which ever is later.
* 3. No approved supplementary and applied for term 1: start date follows the one month rule
* 4. No approved supplementary and applied for term 2 and 3: apply either one month rule after submission date or one day after previous term anniversary date, which ever is later.
*
* EndDate Follow the rules:
* Get the terms number from portal, the end date will be the term anniversary date
Expand Down Expand Up @@ -100,14 +105,15 @@ protected override void Execute(CodeActivityContext executionContext)
var renewalTerm = entity.GetAttributeValue<int>("ofm_renewal_term");
tracingService.Trace("{0}{1}", "FA year number: ", renewalTerm);


var finalStartDate = new DateTime();
var finalEndDate = new DateTime();

//Get related Application id and FA date
var applicationId = entity.GetAttributeValue<EntityReference>("ofm_application").Id;
tracingService.Trace("{0}{1}", "applicationId: ", applicationId);

var applicationStatecode = (int)ofm_application_statecode.Active;
var fundingStateCode = (int)ofm_funding_statecode.Active;
//fetch related funding agreement with application id
var fundingQuery = new QueryExpression("ofm_funding")
{
Expand All @@ -119,51 +125,87 @@ protected override void Execute(CodeActivityContext executionContext)
Conditions =
{
new ConditionExpression("ofm_application", ConditionOperator.Equal, applicationId),
new ConditionExpression("statecode", ConditionOperator.Equal, applicationStatecode)
new ConditionExpression("statecode", ConditionOperator.Equal, fundingStateCode)
}
}
};

var fundingResult = service.RetrieveMultiple(fundingQuery).Entities.FirstOrDefault();
var fundingResult = service.RetrieveMultiple(fundingQuery).Entities.OrderByDescending(t => t.GetAttributeValue<int>("ofm_version_number")).FirstOrDefault();
var fundingStartDate = fundingResult.GetAttributeValue<DateTime>("ofm_start_date");
var fundingEndDate = fundingResult.GetAttributeValue<DateTime>("ofm_end_date");
var convertedStartDate = TimeZoneInfo.ConvertTimeFromUtc(fundingStartDate, TimeZoneInfo
.FindSystemTimeZoneById(result.Entities.Select(t => t.GetAttributeValue<string>(TimeZoneDefinition.Fields
.standardname)).FirstOrDefault().ToString()));
var convertedEndDate = TimeZoneInfo.ConvertTimeFromUtc(fundingEndDate, TimeZoneInfo
.FindSystemTimeZoneById(result.Entities.Select(t => t.GetAttributeValue<string>(TimeZoneDefinition.Fields
.standardname)).FirstOrDefault().ToString()));
/* var convertedStartDate = TimeZoneInfo.ConvertTimeFromUtc(fundingStartDate, TimeZoneInfo
.FindSystemTimeZoneById(result.Entities.Select(t => t.GetAttributeValue<string>(TimeZoneDefinition.Fields
.standardname)).FirstOrDefault().ToString()));
var convertedEndDate = TimeZoneInfo.ConvertTimeFromUtc(fundingEndDate, TimeZoneInfo
.FindSystemTimeZoneById(result.Entities.Select(t => t.GetAttributeValue<string>(TimeZoneDefinition.Fields
.standardname)).FirstOrDefault().ToString()));*/



tracingService.Trace("{0}{1}", "Funding Start Date: ", fundingStartDate);
tracingService.Trace("{0}{1}", "Funding End Date: ", fundingEndDate);

tracingService.Trace("{0}{1}", "Funding Start Date: ", convertedStartDate);
tracingService.Trace("{0}{1}", "Funding End Date: ", convertedEndDate);
var firstAnniversary = new DateTime();
var secondAnniversary = new DateTime();
var intermediateDate = new DateTime();

//Two year contract or three year contract
if (fundingEndDate.Year - fundingStartDate.Year == 2)
{
intermediateDate = fundingEndDate.AddYears(-1);
firstAnniversary = intermediateDate;
secondAnniversary = fundingEndDate;
}
else
{
intermediateDate = fundingEndDate.AddYears(-2);
firstAnniversary = intermediateDate;
intermediateDate = fundingEndDate.AddYears(-1);
secondAnniversary = intermediateDate;
}

var intermediateDate = convertedEndDate.AddYears(-2);
var firstAnniversary = intermediateDate;
intermediateDate = convertedEndDate.AddYears(-1);
var secondAnniversary = intermediateDate;
tracingService.Trace("{0}{1}", "Funding firstAnniversary Date: ", firstAnniversary);
tracingService.Trace("{0}{1}", "Funding secondAnniversary Date: ", secondAnniversary);
tracingService.Trace("{0}{1}", "Funding year term: ", fundingEndDate.Year - fundingStartDate.Year);

//Applied One month rule:
var oneMonthbeforeAnniversary = new DateTime();
if (renewalTerm == 1)
{
oneMonthbeforeAnniversary = firstAnniversary.AddMonths(-1);
}
else if (renewalTerm == 2)
{
oneMonthbeforeAnniversary = secondAnniversary.AddMonths(-1);
}
else if (renewalTerm == 3)
{
oneMonthbeforeAnniversary = fundingEndDate.AddMonths(-1);
}

tracingService.Trace("{0}{1}", "One Month before Anniversary: ", oneMonthbeforeAnniversary);

//Applied 15 days rule:
var day = Convert.ToDateTime(convertedSubmittedOn).Day;
var potentialStartDate = new DateTime();
if (day < 15)

//compare submission time and oneMonthbeforeAnniversary
//if submission time is greater than one month before Anniversary
if (convertedSubmittedOn > oneMonthbeforeAnniversary)
{
potentialStartDate = convertedSubmittedOn.AddMonths(1);
potentialStartDate = new DateTime(potentialStartDate.Year, potentialStartDate.Month, 1, 0, 0, 0);
//potentialStartDate = submission date
potentialStartDate = new DateTime(convertedSubmittedOn.Year, convertedSubmittedOn.Month, convertedSubmittedOn.Day, 0, 0, 0);
}
else
{
potentialStartDate = convertedSubmittedOn.AddMonths(2);
potentialStartDate = new DateTime(potentialStartDate.Year, potentialStartDate.Month, 1, 1, 0, 0, 0);
//potentialStartDate= 1st day of next month
potentialStartDate = convertedSubmittedOn.AddMonths(1);
potentialStartDate = new DateTime(potentialStartDate.Year, potentialStartDate.Month, 1, 0, 0, 0);
}

//Start Date Rules:
//if renewal term (FA year) is 1: dont need to check previous supplication application, follow 15 days rule
//if renewal term (FA year) is 1: dont need to check previous supplication application, follow one month rule
if (renewalTerm == 1)
{
finalStartDate = potentialStartDate;
finalStartDate = new DateTime(finalStartDate.Year, finalStartDate.Month, 1, 0, 0, 0);
}
else
{
Expand Down Expand Up @@ -237,14 +279,14 @@ protected override void Execute(CodeActivityContext executionContext)
var previousSupplementary = supplementaryResult.Entities.OrderByDescending(t => t.GetAttributeValue<DateTime>("ofm_end_date")).FirstOrDefault();
var previouseEndDate = previousSupplementary.GetAttributeValue<DateTime>("ofm_end_date");

var convertPreviouseEndDate = TimeZoneInfo.ConvertTimeFromUtc(previouseEndDate, TimeZoneInfo
.FindSystemTimeZoneById(result.Entities.Select(t => t.GetAttributeValue<string>(TimeZoneDefinition.Fields
.standardname)).FirstOrDefault().ToString()));
/* var convertPreviouseEndDate = TimeZoneInfo.ConvertTimeFromUtc(previouseEndDate, TimeZoneInfo
.FindSystemTimeZoneById(result.Entities.Select(t => t.GetAttributeValue<string>(TimeZoneDefinition.Fields
.standardname)).FirstOrDefault().ToString()));*/

tracingService.Trace("{0}{1}", "Previous Funding End Date: ", convertPreviouseEndDate);
tracingService.Trace("{0}{1}", "Previous Funding End Date: ", previouseEndDate);

//apply either 15 days rule after submission date or one day after previous end date, which ever is later. - Applied for both portal and CRM submission
var oneDayAfterPreviousEndDate = convertPreviouseEndDate.AddDays(1);
//apply either one month rule or one day after previous end date, which ever is later. - Applied for both portal and CRM submission
var oneDayAfterPreviousEndDate = previouseEndDate.AddDays(1);
oneDayAfterPreviousEndDate = new DateTime(oneDayAfterPreviousEndDate.Year, oneDayAfterPreviousEndDate.Month, oneDayAfterPreviousEndDate.Day, 0, 0, 0);

tracingService.Trace("{0}{1}", "potentialStartDate: ", potentialStartDate);
Expand All @@ -265,33 +307,26 @@ protected override void Execute(CodeActivityContext executionContext)
//2. If there is no approved supplementary funding,

// Submit from portal with renewal term:
// term 1: start date follows the 15 days rule
// term 2 and 3: apply either 15 days rule after submission date or one day after previous term anniversary date, which ever is later.
// term 1: start date follows one month rule
// term 2 and 3: apply either one month rule or one day after previous term anniversary date, which ever is later.

if (renewalTerm == 1)
{
finalStartDate = potentialStartDate;
finalStartDate = new DateTime(finalStartDate.Year, finalStartDate.Month, 1, 0, 0, 0);
}
else if (renewalTerm == 2)
{
finalStartDate = firstAnniversary.AddDays(1);
finalStartDate = new DateTime(finalStartDate.Year, finalStartDate.Month, finalStartDate.Day, 0, 0, 0);
var secondAnniversaryStartDate = firstAnniversary.AddDays(1);
secondAnniversaryStartDate = new DateTime(secondAnniversaryStartDate.Year, secondAnniversaryStartDate.Month, secondAnniversaryStartDate.Day, 0, 0, 0);

if (potentialStartDate > finalStartDate)
{
finalStartDate = potentialStartDate;
}
finalStartDate = potentialStartDate > secondAnniversaryStartDate ? potentialStartDate : secondAnniversaryStartDate;
}
else if (renewalTerm == 3)
{
finalStartDate = secondAnniversary.AddDays(1);
finalStartDate = new DateTime(finalStartDate.Year, finalStartDate.Month, finalStartDate.Day, 0, 0, 0);
var thirdAnniversaryStartDate = secondAnniversary.AddDays(1);
thirdAnniversaryStartDate = new DateTime(thirdAnniversaryStartDate.Year, thirdAnniversaryStartDate.Month, thirdAnniversaryStartDate.Day, 0, 0, 0);

if (potentialStartDate > finalStartDate)
{
finalStartDate = potentialStartDate;
}
finalStartDate = potentialStartDate > thirdAnniversaryStartDate ? potentialStartDate : thirdAnniversaryStartDate;
}
}

Expand All @@ -309,12 +344,14 @@ protected override void Execute(CodeActivityContext executionContext)
{
finalEndDate = secondAnniversary;
}
intermediateDate = convertedEndDate.AddYears(-1);
if (finalStartDate <= convertedEndDate && finalStartDate >= convertedEndDate.AddYears(-1) && renewalTerm == 3)
intermediateDate = fundingEndDate.AddYears(-1);
if (finalStartDate <= fundingEndDate && finalStartDate >= fundingEndDate.AddYears(-1) && renewalTerm == 3)
{
finalEndDate = convertedEndDate;
finalEndDate = fundingEndDate;
}

tracingService.Trace("{0}{1}", "Final Start Date: ", finalStartDate);
tracingService.Trace("{0}{1}", "Final End Date: ", finalEndDate);

startDate.Set(executionContext, finalStartDate);
endDate.Set(executionContext, finalEndDate);
Expand Down

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