public async Task Policies(IExportRenderer <ClientPolicy> renderer, Stream stream, ScopeOptions scope)
{
var query = from client in ScopeQuery.GetClientEntityQuery(_context, scope)
join policy in _context.Policy on client.Id equals policy.ClientId into policyGroup
from policy in policyGroup.DefaultIfEmpty()
join user in _context.Users on policy.UserId equals user.Id into userGroup
from user in userGroup.DefaultIfEmpty()
select new ClientPolicy()
{
IdNumber = (client.IdNumber == "" || client.IdNumber == null) ? client.AlternateIdNumber : client.IdNumber,
FirstName = client.FirstName,
LastName = client.LastName,
Email = client.ClientContacts.Where(c => c.ContactTypeId == ContactType.CONTACT_TYPE_EMAIL).Select(c => c.Value).FirstOrDefault(),
CellPhone = client.ClientContacts.Where(c => c.ContactTypeId == ContactType.CONTACT_TYPE_CELLPHONE).Select(c => c.Value).FirstOrDefault(),
DateOfBirth = client.DateOfBirth,
TaxNumber = client.TaxNumber,
PolicyNumber = policy.Number,
PolicyBroker = user.FirstName + " " + user.LastName,
PolicyPremium = policy.Premium,
PolicyTypeCode = policy.PolicyType.Code,
PolicyStartDate = policy.StartDate,
PolicyCompany = policy.Company.Name
};
var items = await query.ToListAsync();
await renderer.Render(stream, items);
}
public async Task PolicyAggregates(IExportRenderer <ClientPolicyAggregate> renderer, Stream stream, ScopeOptions scope)
{
var query = from client in ScopeQuery.GetClientEntityQuery(_context, scope)
select new ClientPolicyAggregate()
{
IdNumber = client.IdNumber,
FirstName = client.FirstName,
LastName = client.LastName,
Email = client.ClientContacts.Where(c => c.ContactTypeId == ContactType.CONTACT_TYPE_EMAIL).Select(c => c.Value).FirstOrDefault(),
PolicyInvestmentCount = client.ClientPolicies.Count(p => p.PolicyTypeId == PolicyType.POLICY_TYPE_INVESTMENT),
PolicyLifeInsuranceCount = client.ClientPolicies.Count(p => p.PolicyTypeId == PolicyType.POLICY_TYPE_LIFE_INSURANCE),
PolicyMedicalCoverCount = client.ClientPolicies.Count(p => p.PolicyTypeId == PolicyType.POLICY_TYPE_MEDICAL_COVER),
PolicyShortTermCount = client.ClientPolicies.Count(p => p.PolicyTypeId == PolicyType.POLICY_TYPE_SHORT_TERM),
};
var items = await query.ToListAsync();
await renderer.Render(stream, items);
}
