public static IReportLetter GetLatestReportLetter(IDalSession session, int managementCompanyId,
ReportLetterTypes reportLetterType, int reportLetterYear)
{
List<ICriterion> expressions = new List<ICriterion>();
List<Order> orderings = new List<Order>();
expressions.Add(Expression.Eq("ManagementCompany.Key", managementCompanyId));
expressions.Add(Expression.Eq("ReportLetterTypeId", (int)reportLetterType));
expressions.Add(Expression.Eq("ReportLetterYear", reportLetterYear));
orderings.Add(Order.Desc("CreationDate"));
List<IReportLetter> reportLetters = session.GetTypedList<ReportLetter, IReportLetter>(expressions, orderings, null, null);
return (reportLetters.Count > 0 ? reportLetters[0] : null);
}
public static SendableDocumentCategories ToSendableDocumentCategory(ReportLetterTypes reportLetterType)
{
switch (reportLetterType)
{
case ReportLetterTypes.Q1:
case ReportLetterTypes.Q2:
case ReportLetterTypes.Q3:
case ReportLetterTypes.Q4:
return SendableDocumentCategories.NotasAndQuarterlyReports;
case ReportLetterTypes.EOY:
return SendableDocumentCategories.YearlyReports;
default:
throw new ApplicationException(string.Format("Sendable Document Category not known for Report Letter Type {0}.",
reportLetterType.ToString()));
}
}
public static IReport GetReport(IDalSession session, int accountId, int reportLetterYear, ReportLetterTypes reportLetterType)
{
Hashtable parameters = new Hashtable();
parameters.Add("AccountId", accountId);
parameters.Add("ReportLetterYear", reportLetterYear);
parameters.Add("ReportLetterType", (int)reportLetterType);
string hql = @"FROM Report R
WHERE R.Account.Key = :AccountId
AND R.ReportLetter.ReportLetterYear = :ReportLetterYear
AND R.ReportLetter.ReportLetterTypeId = :ReportLetterType
ORDER BY R.ReportLetter.CreationDate DESC";
List<IReport> reports = session.GetTypedListByHQL<IReport>(hql, parameters);
if (reports.Count == 0)
return null;
else if (reports.Count == 1)
return reports[0];
else
throw new ApplicationException(string.Format("More than one Report object found for account {0}, year {1}, and letter type '{2}'",
accountId, reportLetterYear, reportLetterType));
}
public static List<IReport> GetReports(IDalSession session, int reportLetterYear, ReportLetterTypes reportLetterType,
int? managementCompanyId, int[] accountIds, ReportStatuses? reportStatus)
{
Hashtable parameters = new Hashtable();
Hashtable parameterLists = new Hashtable();
string hql = @"FROM Report R
WHERE R.ReportLetter.ReportLetterYear = :ReportLetterYear
AND R.ReportLetter.ReportLetterTypeId = :ReportLetterType";
parameters.Add("ReportLetterYear", reportLetterYear);
parameters.Add("ReportLetterType", (int)reportLetterType);
if (managementCompanyId != null)
{
parameters.Add("CompanyId", managementCompanyId);
hql += @" AND R.Account.Key IN (SELECT AI.Key FROM AccountTypeInternal AI
WHERE AI.AccountOwner.Key = :CompanyId)";
}
if (accountIds != null)
{
if (accountIds.Length == 0)
accountIds = new int[] { 0 };
parameterLists.Add("AccountIds", accountIds);
hql += " AND R.Account.Key IN (:AccountIds)";
}
if (reportStatus != null)
{
parameters.Add("ReportStatus", (int)reportStatus);
hql += " AND R.ReportStatusId = :ReportStatus";
}
hql += " ORDER BY R.Account.Number";
return session.GetTypedListByHQL<IReport>(hql, parameters, parameterLists);
}
private static int printReportsForAccounts(int[] accountIds, DateTime beginDate, DateTime endDate,
bool portfolioDevelopment, bool portfolioOverview, bool portfolioSummary, bool transactionOverview, bool moneyMutations, bool chartCover,
string concerning, string description, int managementCompanyId, int reportLetterYear, ReportLetterTypes reportLetterType,
int reportLetterId, bool showLogo)
{
string periodName = string.Format("{0}_{1}", reportLetterYear, reportLetterType.ToString());
DateTime[] monthDates = new DateTime[] { beginDate, endDate };
int printedCount = 0;
if (accountIds.Length > 0)
{
ReportExecutionWrapper wrapper = getReportWrapper(beginDate, endDate, managementCompanyId, reportLetterType);
foreach (int accountId in accountIds)
{
IDalSession session = NHSessionFactory.CreateSession();
try
{
IList totalPortfolio = ValuationMapper.GetValuationsTotalPortfolio(session, accountId, monthDates);
if (totalPortfolio.Count > 0)
{
ICustomerAccount account = (ICustomerAccount)AccountMapper.GetAccount(session, accountId);
string pdfOnlineReportsFolder = getPdfReportsFolder(account.AccountOwner, "Online", periodName, account.ModelPortfolioName),
pdfPostReportsFolder = getPdfReportsFolder(account.AccountOwner, "Post", periodName, account.ModelPortfolioName);
string pdfFileName = string.Format("{0:d4}_{1}_{2}_{3}_{4}.pdf",
account.AccountHolders.PrimaryAccountHolder.Contact.Key,
account.Number, reportLetterType.ToString(), reportLetterId, reportLetterYear);
string pdfOnlineFullPath = string.Format(@"{0}\{1}", pdfOnlineReportsFolder, pdfFileName),
pdfPostFullPath = string.Format(@"{0}\{1}", pdfPostReportsFolder, pdfFileName);
bool needsSendByPost = account.NeedsSendByPost(ReportLetterMapper.ToSendableDocumentCategory(reportLetterType));
DataSet ds = null;
string[] paramValues = null;
if (reportLetterType == ReportLetterTypes.EOY)
{
bool accountHasDividend = getDividendCount(session, account.Key, beginDate, endDate);
ds = getFiscalYearReportDataSet(session, account, beginDate, endDate);
paramValues = new string[] { beginDate.ToShortDateString(), endDate.ToShortDateString(),
true.ToString(), concerning, description,
reportLetterYear.ToString(), accountHasDividend.ToString(), true.ToString() };
}
else
{
ds = getQuarterReportDataSet(session, portfolioDevelopment, (portfolioOverview || portfolioSummary),
transactionOverview, moneyMutations, account, beginDate, endDate);
paramValues = new string[] { beginDate.ToShortDateString(), endDate.ToShortDateString(),
portfolioDevelopment.ToString(), portfolioOverview.ToString(), portfolioSummary.ToString(),
transactionOverview.ToString(), moneyMutations.ToString(),
chartCover.ToString(), concerning, description, true.ToString() };
}
wrapper.Run(ds, pdfOnlineFullPath, paramValues);
if (needsSendByPost)
{
if (showLogo)
File.Copy(pdfOnlineFullPath, pdfPostFullPath, true);
else
{
// "ShowLogo" is the last parameter (for now)
paramValues[paramValues.Length - 1] = showLogo.ToString();
wrapper.Run(ds, pdfPostFullPath, paramValues);
}
}
session.Close();
logReport(accountId, reportLetterYear, reportLetterType, reportLetterId, ReportStatuses.PrintSuccess, "",
pdfFileName, pdfOnlineReportsFolder, needsSendByPost);
printedCount++;
}
else
logReport(accountId, reportLetterYear, reportLetterType, reportLetterId, ReportStatuses.NoValuations, "",
null, null, null);
}
catch (Exception ex)
{
logReport(accountId, reportLetterYear, reportLetterType, reportLetterId, ReportStatuses.Error, ex.Message,
null, null, null);
}
finally
{
if (session.IsOpen)
session.Close();
}
}
}
else
throw new ApplicationException("No accounts were specified for printing reports.");
return printedCount;
}
private static void logReport(int oldAccountId, int oldReportLetterYear, ReportLetterTypes oldReportLetterType,
int newReportLetterId, ReportStatuses newReportStatus, string newErrorMessage,
string pdfFileName, string pdfFilePath, bool? sentByPost)
{
IDalSession session = NHSessionFactory.CreateSession();
try
{
IReportLetter reportLetter = ReportLetterMapper.GetReportLetter(session, newReportLetterId);
ICustomerAccount account = AccountMapper.GetAccount(session, oldAccountId) as ICustomerAccount;
if (newErrorMessage.Length > 200)
newErrorMessage = newErrorMessage.Substring(0, 200);
IReport report = ReportMapper.GetReport(session, oldAccountId, oldReportLetterYear, oldReportLetterType);
if (report == null)
report = Report.CreateReport(account, reportLetter, newReportStatus, newErrorMessage);
else
{
report.ModelPortfolio = account.ModelPortfolio;
report.SetContactsNAW(account);
report.ReportLetter = reportLetter;
report.ReportStatusId = (int)newReportStatus;
report.ErrorMessage = newErrorMessage;
report.CreationDate = DateTime.Now;
}
if (pdfFileName != null)
{
if (report.Document == null)
report.Document = new FinancialReportDocument();
report.Document.FileName = pdfFileName;
report.Document.FilePath = pdfFilePath;
report.Document.SentByPost = (bool)sentByPost;
session.InsertOrUpdate(report.Document);
}
else
report.Document = null;
session.InsertOrUpdate(report);
}
finally
{
session.Close();
}
}
private static ReportExecutionWrapper getReportWrapper(DateTime beginDate, DateTime endDate, int managementCompanyId,
ReportLetterTypes reportLetterType)
{
string reportTemplateName;
string[] parameterNames;
if (reportLetterType == ReportLetterTypes.EOY)
{
reportTemplateName = ReportReturnClass.FiscalYearReport.ToString();
parameterNames = new string[] { "BeginDate", "EndDate", "FiscalYearDividend", "Betreft", "Omschrijving", "SelectedFiscalYear",
"accountHasDividend", "ShowLogo" };
}
else
{
reportTemplateName = ReportReturnClass.QuarterReport.ToString();
parameterNames = new string[] { "BeginDate", "EndDate", "PortfolioDevelopment", "PortfolioOverview", "PortfolioSummary",
"TransactionOverview", "MoneyMutations", "Chartcover", "Betreft", "Omschrijving", "ShowLogo" };
}
IDalSession session = NHSessionFactory.CreateSession();
try
{
IManagementCompany managementCompany = ManagementCompanyMapper.GetManagementCompany(session, managementCompanyId);
IReportTemplate reportTemplate = ReportTemplateMapper.GetReportTemplate(session, managementCompany, reportTemplateName, true);
ReportExecutionWrapper wrapper = new ReportExecutionWrapper();
wrapper.SetReportName(reportTemplate.ReportTemplateName);
wrapper.AddParameters(parameterNames);
return wrapper;
}
finally
{
session.Close();
}
}
private static int getLatestReportLetterId(int managementCompanyId, int reportLetterYear, ReportLetterTypes reportLetterType)
{
IDalSession session = NHSessionFactory.CreateSession();
try
{
IReportLetter reportLetter = ReportLetterMapper.GetLatestReportLetter(session, managementCompanyId, reportLetterType, reportLetterYear);
if (reportLetter != null)
return reportLetter.Key;
else
throw new ApplicationException(string.Format("Could not find {0} report letter for year {1} and company ID {2}.",
reportLetterType, reportLetterYear, managementCompanyId));
}
finally
{
session.Close();
}
}
private static int[] getAccountIdsByReportStatus(int reportLetterYear, ReportLetterTypes reportLetterType, int[] accountIds,
ReportStatuses reportStatus)
{
IDalSession session = NHSessionFactory.CreateSession();
try
{
List<IReport> reports = ReportMapper.GetReports(session, reportLetterYear, reportLetterType, accountIds, reportStatus);
return reports.ConvertAll<int>(report => report.Account.Key).ToArray();
}
finally
{
session.Close();
}
}
public static List<IReport> GetReports(IDalSession session, int reportLetterYear, ReportLetterTypes reportLetterType, int[] accountIds,
ReportStatuses reportStatus)
{
return GetReports(session, reportLetterYear, reportLetterType, null, accountIds, reportStatus);
}
public static List<IReport> GetReports(IDalSession session, int reportLetterYear, ReportLetterTypes reportLetterType, int managementCompanyId)
{
return GetReports(session, reportLetterYear, reportLetterType, managementCompanyId, null, null);
}
