public List <AssetBase> getCashAssetForAdviser(string clientGroupId)
{
List <AssetBase> assets = new List <AssetBase>();
if (string.IsNullOrEmpty(clientGroupId))
{
List <GroupAccount> groupAccounts = edisRepo.getAllClientGroupAccountsForAdviser(User.Identity.GetUserId(), DateTime.Now);
List <ClientAccount> clientAccounts = edisRepo.getAllClientAccountsForAdviser(User.Identity.GetUserId(), DateTime.Now);
groupAccounts.ForEach(a => assets.AddRange(a.GetAssetsSync().OfType <Cash>().Cast <AssetBase>().ToList()));
clientAccounts.ForEach(a => assets.AddRange(a.GetAssetsSync().OfType <Cash>().Cast <AssetBase>().ToList()));
return(assets);
}
else
{
ClientGroup clientGroup = edisRepo.getClientGroupByGroupId(clientGroupId);
List <GroupAccount> accounts = clientGroup.GetAccountsSync(DateTime.Now);
List <ClientAccount> clientAccounts = new List <ClientAccount>();
clientGroup.GetClientsSync().ForEach(c => clientAccounts.AddRange(c.GetAccountsSync()));
accounts.ForEach(a => assets.AddRange(a.GetAssetsSync().OfType <Cash>().Cast <AssetBase>().ToList()));
clientAccounts.ForEach(a => assets.AddRange(a.GetAssetsSync().OfType <Cash>().Cast <AssetBase>().ToList()));
return(assets);
}
}
public List <LiabilityBase> getMortgageLiabilitiesForAdviser(string clientGroupId)
{
List <LiabilityBase> liabilities = new List <LiabilityBase>();
if (string.IsNullOrEmpty(clientGroupId))
{
List <GroupAccount> groupAccounts = edisRepo.getAllClientGroupAccountsForAdviser(User.Identity.GetUserId(), DateTime.Now);
List <ClientAccount> clientAccounts = edisRepo.getAllClientAccountsForAdviser(User.Identity.GetUserId(), DateTime.Now);
groupAccounts.ForEach(a => liabilities.AddRange(a.GetLiabilitiesSync().OfType <MortgageAndHomeLiability>().Cast <LiabilityBase>().ToList()));
clientAccounts.ForEach(a => liabilities.AddRange(a.GetLiabilitiesSync().OfType <MortgageAndHomeLiability>().Cast <LiabilityBase>().ToList()));
}
else
{
ClientGroup clientGroup = edisRepo.getClientGroupByGroupId(clientGroupId);
List <GroupAccount> accounts = clientGroup.GetAccountsSync(DateTime.Now);
List <ClientAccount> clientAccounts = new List <ClientAccount>();
clientGroup.GetClientsSync().ForEach(c => clientAccounts.AddRange(c.GetAccountsSync()));
accounts.ForEach(a => liabilities.AddRange(a.GetLiabilitiesSync().OfType <MortgageAndHomeLiability>().Cast <LiabilityBase>().ToList()));
clientAccounts.ForEach(a => liabilities.AddRange(a.GetLiabilitiesSync().OfType <MortgageAndHomeLiability>().Cast <LiabilityBase>().ToList()));
}
return(liabilities);
}
public List <ClientView> GetClientAccountsForGroup(string clientGroupId = null)
{
List <ClientView> views = new List <ClientView>();
if (string.IsNullOrEmpty(clientGroupId))
{
}
else
{
ClientGroup clientGroup = edisRepo.getClientGroupByGroupId(clientGroupId);
List <GroupAccount> accounts = clientGroup.GetAccountsSync(DateTime.Now);
List <ClientAccount> clientAccounts = new List <ClientAccount>();
clientGroup.GetClientsSync().ForEach(c => clientAccounts.AddRange(c.GetAccountsSync()));
accounts.ForEach(a => views.Add(new ClientView {
id = a.Id, name = a.AccountNameOrInfo, accountCatergory = AccountCatergories.GroupAccount.ToString()
}));
clientAccounts.ForEach(a => views.Add(new ClientView {
id = a.Id, name = a.AccountNameOrInfo, accountCatergory = AccountCatergories.ClientAccount.ToString()
}));
}
return(views);
}
public AssetsAndLiabilites getAssetsAndLiabilitiesForAdviser(string clientGroupId)
{
List <AssetBase> assets = new List <AssetBase>();
List <LiabilityBase> liabilities = new List <LiabilityBase>();
if (string.IsNullOrEmpty(clientGroupId))
{
List <GroupAccount> groupAccounts = edisRepo.getAllClientGroupAccountsForAdviser(User.Identity.GetUserId(), DateTime.Now);
List <ClientAccount> clientAccounts = edisRepo.getAllClientAccountsForAdviser(User.Identity.GetUserId(), DateTime.Now);
groupAccounts.ForEach(a => {
assets.AddRange(a.GetAssetsSync());
liabilities.AddRange(a.GetLiabilitiesSync());
});
clientAccounts.ForEach(a => {
assets.AddRange(a.GetAssetsSync());
liabilities.AddRange(a.GetLiabilitiesSync());
});
}
else
{
ClientGroup clientGroup = edisRepo.getClientGroupByGroupId(clientGroupId);
List <GroupAccount> accounts = clientGroup.GetAccountsSync(DateTime.Now);
List <ClientAccount> clientAccounts = new List <ClientAccount>();
clientGroup.GetClientsSync().ForEach(c => clientAccounts.AddRange(c.GetAccountsSync()));
accounts.ForEach(a => {
assets.AddRange(a.GetAssetsSync());
liabilities.AddRange(a.GetLiabilitiesSync());
});
clientAccounts.ForEach(a => {
assets.AddRange(a.GetAssetsSync());
liabilities.AddRange(a.GetLiabilitiesSync());
});
}
return(new AssetsAndLiabilites {
assets = assets, liabilities = liabilities
});
}