private async Task StoreCustomerSuitability(CustomerOnboard customer, StoreNewUnityFormProperties onbaseStore)
{
Suitability suitability = await this._customerRepository
.GetCustomerSuitability(customer.Id.ToString());
if (suitability != null)
{
onbaseStore.AddField("grupodebotãodeopçãoQualSeuObjetivoaoInvestir", suitability.GetSutiabilityAlternativeByQuestionId(3)?.Alternative);
onbaseStore.AddField("grupodebotãodeopçãoPorQuantoTempoPretendeInvestir", suitability.GetSutiabilityAlternativeByQuestionId(1)?.Alternative);
onbaseStore.AddField("grupodebotãodeopçãoConhecimentoSobreInvestimentos", suitability.GetSutiabilityAlternativeByQuestionId(8)?.Alternative);
onbaseStore.AddField("grupodebotãodeopçãoOqueFariaSeTivessePerdaDe10", suitability.GetSutiabilityAlternativeByQuestionId(2)?.Alternative);
onbaseStore.AddField("grupodebotãodeopçãoQuantasVezesMovimentaInvestimentos", suitability.GetSutiabilityAlternativeByQuestionId(7)?.Alternative);
onbaseStore.AddField("grupodebotãodeopçãoQualOvalorTotaldeInvestimentos", suitability.GetSutiabilityAlternativeByQuestionId(5)?.Alternative);
onbaseStore.AddField("grupodebotãodeopçãoRendaMensal", suitability.GetSutiabilityAlternativeByQuestionId(4)?.Alternative);
if (suitability.HasForManySutiabilityAlternative(6, 17))
{
onbaseStore.AddField("caixadeseleçãoAcoesFundosCreditoPrivado", suitability.HasForManySutiabilityAlternative(6, 17).ToString());
}
if (suitability.HasForManySutiabilityAlternative(6, 16))
{
onbaseStore.AddField("caixadeseleçãoRendaFixaTesouroCDBPoupanca", suitability.HasForManySutiabilityAlternative(6, 16).ToString());
}
if (suitability.HasForManySutiabilityAlternative(6, 18))
{
onbaseStore.AddField("caixadeseleçãoDerivativos", suitability.HasForManySutiabilityAlternative(6, 18).ToString());
}
}
}
private void IntegrateCustomer(CustomerTransactional customer)
{
FormTemplate formTemplate = this.FindFormTemplate(_onbaseSettings.FormIntegrationID);
StoreNewUnityFormProperties onbaseStore = this.InitNewForm(formTemplate);
MapCustomerFieldsToOnbase(customer, onbaseStore, formTemplate);
this.StoreNewUnityForm(onbaseStore);
}
static bool processFile(ProgArgs args)
{
bool success = false; // initiate succss variable
try
{
string line;
// StreamReader InFile = new StreamReader(args.TargetDirectory + args.InputFile);
StreamReader InFile = new StreamReader(args.InputFile);
// using (StreamWriter OutFile = new StreamWriter(args.TargetDirectory + args.OutputFile, false))
using (StreamWriter OutFile = new StreamWriter(args.OutputFile, false))
{
using (Application obApp = OnBaseConnect())
{
// Get the Unity Form Template (by name or id).
FormTemplate nameChangeTemplate = obApp.Core.UnityFormTemplates.Find(@"Member Name Add/Modify");
if (nameChangeTemplate != null)
{
Log.Logger.Debug("FormTemplate Found: {FormTemplateName}", nameChangeTemplate.Name);
while ((line = InFile.ReadLine()) != null)
{
Member member = new Member(line);
// Create the Unity Form properties for the template
StoreNewUnityFormProperties uFormProps = obApp.Core.Storage.CreateStoreNewUnityFormProperties(nameChangeTemplate);
// Add form keywords
uFormProps.AddKeyword("Member No.", Convert.ToInt32(member.MemberNo));
uFormProps.AddKeyword(@"Last Name (or Business/Trust Name)", member.LastName);
uFormProps.AddKeyword("First Name", member.FirstName);
// Create the new Unity Form
Document newUnityForm = obApp.Core.Storage.StoreNewUnityForm(uFormProps);
Log.Logger.Debug(string.Format("Form Created: docid={0}.", newUnityForm.ID));
OutFile.WriteLine(line);
}
success = true;
}
else
{
Log.Logger.Error("Unity Form Template Not found!");
}
}
}
}
catch (Exception ex)
{
Log.Logger.Error("Processing file failed! {ExceptionMessage}", ex.Message);
}
return(success);
}
private async Task IntegrateCustomer(CustomerOnboard customer)
{
FormTemplate formTemplate = this.FindFormTemplate(_onbaseSettings.FormIntegrationID);
StoreNewUnityFormProperties onbaseStore = this.InitNewForm(formTemplate);
this.StoreCustomer(customer, onbaseStore, formTemplate);
await this.StoreCustomerSuitability(customer, onbaseStore);
this.StoreNewUnityForm(onbaseStore);
}
private Document IntegrateCustomer(CustomerReRegistration customer)
{
FormTemplate formTemplate = this.FindFormTemplate(_onbaseSettings.FormIntegrationID);
StoreNewUnityFormProperties onbaseStore = this.InitNewForm(formTemplate);
MapCustomerFieldsToOnbase(customer, onbaseStore, formTemplate);
var output = this.StoreNewUnityForm(onbaseStore);
return(output);
}
/// <summary>
/// Create a new Unity Form Store Properties
/// </summary>
/// <param name="formTemplate"></param>
/// <returns></returns>
private StoreNewUnityFormProperties CreateNewStoreUnityForm(FormTemplate formTemplate)
{
StoreNewUnityFormProperties properties = this.unityApplication.Core.Storage.CreateStoreNewUnityFormProperties(formTemplate);
if (properties == null)
{
throw new ApplicationException("Could't create a new Onbase Store Form Properties.");
}
return(properties);
}
private void MapCustomerFieldsToOnbase(CustomerTransactional customer, StoreNewUnityFormProperties onbaseStore, FormTemplate formTemplate)
{
var customerForm = new CustomerTransactionalForm(onbaseStore, formTemplate);
customerForm.ApplyBasicData(customer);
customerForm.ApplyAddress(customer.Addresses);
customerForm.ApplyAccounts(customer.Accounts);
customerForm.ApplyWork(customer.Work);
customerForm.ApplyDocument(customer.Document);
customerForm.SuitabilityData(customer.Suitability);
}
private void MapCustomerFieldsToOnbase(Customer customer, StoreNewUnityFormProperties onbaseStore)
{
onbaseStore.AddKeyword("Código do Cliente", customer.Id);
onbaseStore.AddKeyword("Nome do Cliente", customer.Name);
onbaseStore.AddKeyword("CPF", customer.Document);
onbaseStore.AddKeyword("Nome da Mãe", customer.Mother);
onbaseStore.AddKeyword("E-Mail", customer.Email);
//onbaseStore.AddField("COD_CLIENTE", customer.Id);
//onbaseStore.AddField("NOME_CLIENTE", customer.Name);
//onbaseStore.AddField("NOME_MAE_CLIENTE", customer.Mother);
//onbaseStore.AddField("EMAIL", customer.Email);
}
private void IntegrateCustomer()
{
FormTemplate formTemplate = this.FindFormTemplate(_onbaseSettings.FormIntegrationID);
StoreNewUnityFormProperties onbaseStore = this.InitNewForm(formTemplate);
MapCustomerFieldsToOnbase(_customer, onbaseStore);
var onbaseDocument = this.StoreNewUnityForm(onbaseStore);
if (onbaseDocument != null)
{
this.UploadUnityFormImage(_customer.Photo, "CPF", _customer.Document);
}
}
private void MapCustomerFieldsToOnbase(CustomerReRegistration customer, StoreNewUnityFormProperties onbaseStore, FormTemplate formTemplate)
{
var customerForm = new CustomerReRegistrationForm(onbaseStore, formTemplate);
customerForm.ApplyBasicData(customer);
customerForm.ApplyAddress(customer.Addresses);
customerForm.ApplyAccounts(customer.Accounts);
customerForm.ApplyWork(customer.Work);
customerForm.ApplyDeclarations(customer.Declarations);
customerForm.ApplyInvestiments(customer.Investments);
customerForm.ApplyFatca(customer.Fatca);
customerForm.ApplyDocument(customer.Document);
if (!string.IsNullOrEmpty(customer.IdClient))
{
Suitability suitability = this._customerRepository
.GetCustomerSuitability(customer.IdClient)
.GetAwaiter()
.GetResult();
customerForm.SuitabilityData(suitability);
}
}
public CustomerTransactionalForm(StoreNewUnityFormProperties onbaseStore, FormTemplate formTemplate)
{
OnbaseStore = onbaseStore ?? throw new ArgumentNullException(nameof(onbaseStore));
FormTemplate = formTemplate ?? throw new ArgumentNullException(nameof(formTemplate));
}
private void StoreCustomer(CustomerOnboard customer, StoreNewUnityFormProperties onbaseStore, FormTemplate formTemplate)
{
onbaseStore.AddKeyword("CPF", customer.Cpf);
onbaseStore.AddKeyword("Nome", customer.Name);
onbaseStore.AddKeyword("E-mail", customer.Email);
onbaseStore.AddKeyword("Celular", customer.User.PhoneNumber.ToString());
onbaseStore.AddKeyword("Tipo de Cadastro", "Cadastro");
if (customer.BirthDate.HasValue)
{
onbaseStore.AddKeyword("Data de Nascimento", customer.BirthDate.Value);
}
onbaseStore.AddKeyword("Nacionalidade", customer.Nationality.ToString());
onbaseStore.AddKeyword("Estado onde nasceu", customer.BirthState);
onbaseStore.AddKeyword("Cidade onde nasceu", customer.BirthCity);
onbaseStore.AddKeyword("Estado Civil", customer.CivilStatus.ToString());
onbaseStore.AddKeyword("Nome do Conjuge", customer.SpouseName);
onbaseStore.AddKeyword("CPF do Conjuge", customer.SpouseCpf);
onbaseStore.AddKeyword("Nome da Mãe", customer.MotherName);
if (customer.Document != null)
{
onbaseStore.AddKeyword("Tipo de documento de ID", customer.Document.DocumentType);
onbaseStore.AddKeyword("Numero do Documento", customer.Document.DocumentNumber);
if (customer.Document.EmissionDate.HasValue)
{
onbaseStore.AddKeyword("Data de Emissão", customer.Document.EmissionDate.Value);
}
onbaseStore.AddKeyword("Órgão emissor", customer.Document.IssuingBody);
}
if (customer.ClientStatus != null)
{
onbaseStore.AddKeyword("Status", customer.ClientStatus.Description);
onbaseStore.AddKeyword("Status OnBoarding Cadastro", customer.ClientStatus.Code);
}
if (customer.Addresses.Length > 0)
{
var address = customer.Addresses[0];
onbaseStore.AddField("caixadetextoCEP", address.ZipCode);
onbaseStore.AddField("caixadetextoLogradouro", address.Address);
onbaseStore.AddField("caixadetextoNumero", address.Number);
onbaseStore.AddField("caixadetextoBairro", address.Neighborhood);
onbaseStore.AddField("caixadetextoComplemento", address.Complement);
onbaseStore.AddField("caixadetextoEstado", address.State);
onbaseStore.AddField("caixadetextoCidade", address.City);
}
if (customer.Accounts.Length > 0)
{
var account = customer.Accounts[0];
onbaseStore.AddField("selecionarlistaBanco", account.BankName);
onbaseStore.AddField("caixadetextoAgencia", account.Agency);
onbaseStore.AddField("caixadetextoNumerodaConta", account.Account);
onbaseStore.AddField("caixadetextoDigito", account.AccountDigit);
onbaseStore.AddField("caixadetextoTipodeConta", account.AccountType);
onbaseStore.AddField("grupodebotãodeopçãoContaConjunta", account.JointAccount.ToString());
if (customer.Accounts.Length > 1)
{
RepeaterDefinition contactRepeaterDefinition = formTemplate.AllFieldDefinitions.RepeaterDefinitions.Find("seçãoderepetiçãoDadosBancarios");
for (int i = 1; i < customer.Accounts.Length; i++)
{
var accountItem = customer.Accounts[i];
EditableRepeaterItem repeater = contactRepeaterDefinition.CreateEditableRepeaterItem();
repeater.SetFieldValue("caixadetextoMultiAgencia", accountItem.Agency);
repeater.SetFieldValue("caixadetextoMultiNumerodaConta", accountItem.Account);
repeater.SetFieldValue("caixadetextoMultiDigito", accountItem.AccountDigit);
repeater.SetFieldValue("caixadetextoMultiBanco", accountItem.BankName);
repeater.SetFieldValue("caixadetextoMultiTipodeConta", accountItem.AccountType);
onbaseStore.AddRepeaterItem(repeater);
}
}
}
if (customer.Work != null)
{
onbaseStore.AddField("grupodebotãodeopçãoEstaTrabalhando", customer.Work.HasJob);
onbaseStore.AddField("caixadetextoNomedaEmpresa", customer.Work.CompanyName);
onbaseStore.AddField("caixadetextoCNPJ", customer.Work.Cnpj);
onbaseStore.AddField("caixadetextoEnderecoComercial", customer.Work.CompanyAddress);
onbaseStore.AddField("caixadetextoOcupacao", customer.Work.Occupation);
}
if (customer.SuitabilityClientProfile != null)
{
onbaseStore.AddField("caixadetextoScore", customer.SuitabilityClientProfile.SuitabilityProfile.Score.ToString());
onbaseStore.AddField("caixadetextoProfile", customer.SuitabilityClientProfile.SuitabilityProfile.Profile);
onbaseStore.AddField("caixadetextoID", customer.SuitabilityClientProfile.Id.ToString());
onbaseStore.AddField("caixadetextoIDProfile", customer.SuitabilityClientProfile.SuitabilityProfile.IdProfile.ToString());
onbaseStore.AddField("caixadetextoPontuacaoTotal", customer.SuitabilityClientProfile.TotalScore.ToString());
onbaseStore.AddField("caixadetextodemultilinhasDescricao", customer.SuitabilityClientProfile.SuitabilityProfile.Description);
onbaseStore.AddField("caixadetextoDataCriacao", customer.SuitabilityClientProfile.Created.ToString());
onbaseStore.AddField("caixadetextoDatadeExpiracao", customer.SuitabilityClientProfile.SuitabilityProfile.DtExpiration.ToString());
}
if (customer.declarations != null)
{
onbaseStore.AddField("grupodebotãodeopçãoHasAssessordeInvestimentos", customer.declarations.HasAdvisor);
onbaseStore.AddField("grupodebotãodeopçãoPessoaExposta", customer.declarations.PoliticalPerson);
onbaseStore.AddField("grupodebotãodeopçãoVoceTrabalhaNaSimpaul", customer.declarations.IsPersonLinkedSimpaul);
onbaseStore.AddField("grupodebotãodeopçãoAutorizaumProcurador", customer.declarations.AllowAttorney);
onbaseStore.AddField("caixadeseleçãoLieAceito", customer.declarations.AcceptTerms);
onbaseStore.AddField("caixadetextoNomedoProcurador", customer.declarations.attorneyName);
onbaseStore.AddField("cdes", customer.declarations.attorneyCpf);
}
if (customer.investments != null)
{
if (customer.investments.TotalAssets != null)
{
onbaseStore.AddField("caixadetextoTotaldoPatrimonio", customer.investments.TotalAssets);
}
else
{
onbaseStore.AddField("caixadetextoTotaldoPatrimonio", "0");
}
onbaseStore.AddField("caixadetextoRendaMensal", customer.investments.MonthlyIncome);
if (customer.investments.ResourcesOrigin != null)
{
onbaseStore.AddField("caixadetextoOrigemdosRecursos", customer.investments.ResourcesOrigin.description);
}
onbaseStore.AddField("caixadetextoTotalemAplicacoesFinanceiras", customer.investments.FinancialInvestments);
}
if (customer.Fatca != null)
{
onbaseStore.AddField("grupodebotãodeopçãoDeclaraaoGovernoEUA", customer.Fatca.UsPerson);
}
}
/// <summary>
/// Store a form to Unity application
/// </summary>
/// <param name="storeNew"></param>
/// <returns></returns>
protected Document StoreNewUnityForm(StoreNewUnityFormProperties storeNew)
{
return(this.unityApplication.Core.Storage.StoreNewUnityForm(storeNew));
}
