public async Task <List <MLFSClient> > GetClients(string idString)
{
idString = HttpUtility.UrlEncode(idString);
string url = String.Format("clients?filter=id in {0}", idString);
IRestResponse response = await IOConnection.GetResponse(url);
if (response.Content.Length != 0 && response.StatusCode == System.Net.HttpStatusCode.OK)
{
JToken token = JToken.Parse(response.Content);
JArray clients = Tools.ExtractItemsArrayFromJsonString(response.Content);
if (clients.Count > 0)
{
List <MLFSClient> clientList = MLFSClient.CreateList(clients);
return(clientList);
}
else
{
return(null);
}
}
else
{
return(null);
}
}
public void BuildAClientWithJustAnId()
{
//arrange
string jsonRespoonse = "30944834";
//act
MLFSClient client = new MLFSClient(jsonRespoonse);
//assert
Assert.AreEqual(jsonRespoonse, client.PrimaryID);
}
public void UpdateFromIOTest()
{
//arrage
List <MLFSIncome> income = new List <MLFSIncome>();
MLFSIncome i = new MLFSIncome()
{
Id = 1,
IOReference = "123456",
ReportingPeriodId = 2,
RelevantDate = DateTime.Now,
ClientId = "234",
Amount = 100,
PlanNumber = "9876"
};
income.Add(i);
MLFSIncome i2 = new MLFSIncome()
{
Id = 2,
IOReference = "1234567",
ReportingPeriodId = 2,
RelevantDate = DateTime.Now,
ClientId = "345",
Amount = 100,
PlanNumber = "9877"
};
income.Add(i2);
List <MLFSClient> clients = new List <MLFSClient>();
MLFSClient c = new MLFSClient()
{
PrimaryID = "234",
Name = "John Smith",
IsActive = true,
CreatedOn = DateTime.Parse("01/01/2001")
};
MLFSClient c2 = new MLFSClient()
{
PrimaryID = "231",
Name = "John Adams",
IsActive = false,
CreatedOn = DateTime.Parse("10/01/2001")
};
clients.Add(c);
clients.Add(c2);
//act
MLFSIncome.UpdateFromIO(income, clients);
//assert
Assert.AreEqual(DateTime.Parse("01/01/2001"), i.ClientOnBoardDate, "On board date not updated");
}
public async Task <List <MLFSClient> > GetClients(string[] clientIds)
{
List <MLFSClient> clients = new List <MLFSClient>();
foreach (string id in clientIds)
{
MLFSClient client = await _clientRepository.GetClient(id);
clients.Add(client);
}
return(clients);
}
public void CreateListTest()
{
string jsonString = "[{\"id\":25575177,\"href\":\"https://api.intelliflo.com/v2/clients/25575177\",\"name\":\"Marion Beck\",\"createdAt\":\"2019-02-27T15:14:46Z\",\"category\":\"Retail\",\"externalReference\":\"7690372-25575177\",\"secondaryReference\":\"BE424\",\"originalAdviser\":{\"id\":27066,\"name\":\"Garry Dornan\",\"href\":\"https://api.intelliflo.com/v2/advisers/27066\"},\"currentAdviser\":{\"id\":27066,\"name\":\"Garry Dornan\",\"href\":\"https://api.intelliflo.com/v2/advisers/27066\"},\"type\":\"Client\",\"partyType\":\"Person\",\"person\":{\"title\":\"Mrs\",\"firstName\":\"Marion\",\"middleName\":\"Elaine\",\"lastName\":\"Beck\",\"dateOfBirth\":\"1964-04-15\",\"gender\":\"Female\",\"niNumber\":\"NE103320B\",\"isDeceased\":false},\"addresses_href\":\"https://api.intelliflo.com/v2/clients/25575177/addresses\",\"contactdetails_href\":\"https://api.intelliflo.com/v2/clients/25575177/contactdetails\",\"plans_href\":\"https://api.intelliflo.com/v2/clients/25575177/plans\",\"relationships_href\":\"https://api.intelliflo.com/v2/clients/25575177/relationships\",\"servicecases_href\":\"https://api.intelliflo.com/v2/clients/25575177/servicecases\",\"dependants_href\":\"https://api.intelliflo.com/v2/clients/25575177/dependants\",\"isHeadOfFamilyGroup\":false,\"servicingAdministrator\":{\"id\":52724,\"href\":\"https://api.intelliflo.com/v2/users/52724\"},\"tags\":[]},{\"id\":25584235,\"href\":\"https://api.intelliflo.com/v2/clients/25584235\",\"name\":\"Graham Allen\",\"createdAt\":\"2019-03-04T11:47:34Z\",\"category\":\"Retail\",\"externalReference\":\"7690381-25584235\",\"secondaryReference\":\"AL279\",\"originalAdviser\":{\"id\":27075,\"name\":\"Dana Mackie\",\"href\":\"https://api.intelliflo.com/v2/advisers/27075\"},\"currentAdviser\":{\"id\":27075,\"name\":\"Dana Mackie\",\"href\":\"https://api.intelliflo.com/v2/advisers/27075\"},\"type\":\"Client\",\"partyType\":\"Person\",\"person\":{\"salutation\":\"\",\"title\":\"Mr\",\"firstName\":\"Graham\",\"middleName\":\"John\",\"lastName\":\"Allen\",\"dateOfBirth\":\"1967-03-24\",\"gender\":\"Male\",\"maidenName\":\"\",\"niNumber\":\"NM975566D\",\"isDeceased\":false,\"territorialProfile\":{\"ukResident\":false},\"healthProfile\":{\"isSmoker\":\"No\"},\"isPowerOfAttorneyGranted\":false,\"nationalClientIdentifier\":\"\"},\"addresses_href\":\"https://api.intelliflo.com/v2/clients/25584235/addresses\",\"contactdetails_href\":\"https://api.intelliflo.com/v2/clients/25584235/contactdetails\",\"plans_href\":\"https://api.intelliflo.com/v2/clients/25584235/plans\",\"relationships_href\":\"https://api.intelliflo.com/v2/clients/25584235/relationships\",\"servicecases_href\":\"https://api.intelliflo.com/v2/clients/25584235/servicecases\",\"dependants_href\":\"https://api.intelliflo.com/v2/clients/25584235/dependants\",\"isHeadOfFamilyGroup\":false,\"servicingAdministrator\":{\"id\":52733,\"href\":\"https://api.intelliflo.com/v2/users/52733\"},\"tags\":[]}]";
JArray _array = JArray.Parse(jsonString);
List <MLFSClient> clients = new List <MLFSClient>();
//act
clients = MLFSClient.CreateList(_array);
//assert
Assert.AreEqual(2, clients.Count);
}
public void BuildMLFSClientFromJsonString()
{
//arrange
string jsonResponse = "{\"id\":30944834,\"href\":\"https://api.intelliflo.com/v2/clients/30944834\",\"name\":\"John Smith\",\"createdAt\":\"2020-06-24T11:29:34Z\",\"category\":\"Retail\",\"externalReference\":\"30929016-30944834\",\"secondaryReference\":\"\",\"originalAdviser\":{\"id\":91653,\"name\":\"A rowe.sy\",\"href\":\"https://api.intelliflo.com/v2/advisers/91653\"},\"currentAdviser\":{\"id\":91653,\"name\":\"A rowe.sy\",\"href\":\"https://api.intelliflo.com/v2/advisers/91653\"},\"type\":\"Client\",\"partyType\":\"Person\",\"person\":{\"title\":\"Mr\",\"firstName\":\"John\",\"middleName\":\"Arthur\",\"lastName\":\"Smith\",\"dateOfBirth\":\"1978-01-01\",\"gender\":\"Male\",\"niNumber\":\"\",\"isDeceased\":false},\"addresses_href\":\"https://api.intelliflo.com/v2/clients/30944834/addresses\",\"contactdetails_href\":\"https://api.intelliflo.com/v2/clients/30944834/contactdetails\",\"plans_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans\",\"relationships_href\":\"https://api.intelliflo.com/v2/clients/30944834/relationships\",\"servicecases_href\":\"https://api.intelliflo.com/v2/clients/30944834/servicecases\",\"dependants_href\":\"https://api.intelliflo.com/v2/clients/30944834/dependants\",\"tags\":[]}";
JObject obj = JObject.Parse(jsonResponse);
//act
MLFSClient client = new MLFSClient(obj);
//assert
Assert.AreEqual("John Smith", client.Name);
}
public void CreateSummaryListTest()
{
//arrange
string jsonString = "[{\"id\":30945926,\"href\":\"https://api.intelliflo.com/v2/clients/30945926\"},{\"id\":30944834,\"href\":\"https://api.intelliflo.com/v2/clients/30944834\"}]";
JArray _array = JArray.Parse(jsonString);
List <MLFSClient> clients = new List <MLFSClient>();
//act
clients = MLFSClient.CreateSummaryList(_array);
//assert
Assert.AreEqual(2, clients.Count);
}
private static async Task <JArray> GetRelated(MLFSClient client)
{
string url = String.Format("clients/{0}/{1}", client.PrimaryID, "relationships");
IRestResponse response = await IOConnection.GetResponse(url);
if (response.Content.Length != 0)
{
JArray _array = Tools.ExtractItemsArrayFromJsonString(response.Content);
return(_array);
}
else
{
return(null);
}
}
private static async Task <MLFSClient> GetBasicClientData(string id)
{
string url = String.Format("clients/{0}", id);
IRestResponse response = await IOConnection.GetResponse(url);
if (response.Content.Length != 0)
{
JToken token = JToken.Parse(response.Content);
MLFSClient client = new MLFSClient(token);
return(client);
}
else
{
return(null);
}
}
public async Task <IActionResult> UpdateData(int?periodId, int?saleId = null)
{
List <MLFSSale> sales = new List <MLFSSale>();
if (saleId == null)
{
if (periodId == null)
{
return(NotFound());
}
MLFSReportingPeriod period = await _periodData.GetPeriodById((int)periodId);
if (period == null)
{
return(NotFound());
}
sales = await _salesData.GetSales(period);
}
else
{
MLFSSale soleSale = await _salesData.GetSaleById((int)saleId);
sales.Add(soleSale);
}
for (int i = 0; i < sales.Count; i++)
{
MLFSSale sale = sales[i];
//only interested in clients which haven't been updated already or where we are forcing a particular line
//if (saleId != null || (sale.EstimatedOtherIncome == 0))
//{
Console.WriteLine("Client: " + sale.ClientId + ":" + sale.Client + ":" + i.ToString());
MLFSClient client = await _clientData.GetClient(sale.ClientId);
List <MLFSIncome> income = await _incomeData.GetIncome(client);
sale.AddClientData(client, income);
_salesData.Update(sale);
//}
}
return(Ok());
}
private static async void GetAdditionalData(MLFSClient client, string endpoint)
{
string url = String.Format("clients/{0}/{1}", client.PrimaryID, endpoint);
IRestResponse response = await IOConnection.GetResponse(url);
if (response.Content.Length != 0)
{
JArray _array = Tools.ExtractItemsArrayFromJsonString(response.Content);
List <Address> addresses = new List <Address>();
List <Number> numbers = new List <Number>();
List <EmailAddress> emails = new List <EmailAddress>();
if (endpoint == "addressess")
{
addresses = Address.CreateList(_array);
}
if (endpoint == "contactdetails")
{
JArray jarray = Tools.SplitContactDetails(_array);
numbers = Number.CreateList(jarray);
jarray = Tools.SplitContactDetails(_array, true);
emails = EmailAddress.CreateList(jarray);
}
if (client.IsIndividual)
{
client.Person.Addresses = addresses;
client.Person.EmailAddresses = emails;
client.Person.Numbers = numbers;
}
else
{
if (client.Organisation == null)
{
client.Organisation = new Organisation();
}
client.Organisation.Addresses = addresses;
client.Organisation.Numbers = numbers;
}
}
}
public async Task <List <MLFSIncome> > GetIncome(MLFSClient client)
{
return(await _db.MLFSIncome.Where(x => x.ClientId == client.PrimaryID || x.JointClientId == client.PrimaryID).ToListAsync());
}
public async Task <MLFSClient> GetClient(string clientId)
{
MLFSClient client = await _clientRepository.GetClient(clientId);
return(client);
}
public async Task <MLFSClient> GetClient(string id)
{
//Build the client
MLFSClient client = await GetBasicClientData(id);
//then get the plans
List <MLFSPlan> plans = await GetClientPlans(id);
if (plans != null)
{
client.Plans.AddRange(plans);
}
//for each plan get the other owners but only basic data
foreach (MLFSPlan plan in client.Plans)
{
if (plan.ContributionsToDate == 0)
{
plan.ContributionsToDate = await GetContributionTotal(plan);
}
for (int i = 0; i < plan.Clients.Count; i++)
{
if (plan.Clients[i].PrimaryID != client.PrimaryID)
{
plan.Clients[i] = await GetBasicClientData(plan.Clients[i].PrimaryID);
}
}
}
//get addresses
GetAdditionalData(client, "addresses");
GetAdditionalData(client, "contactdetails");
List <MLFSFee> fees = await GetClientFees(client.PrimaryID);
if (fees != null)
{
client.Fees.AddRange(fees);
}
JArray relatedClients = await GetRelated(client);
if (relatedClients != null)
{
foreach (JObject obj in relatedClients)
{
dynamic c = obj;
string relId;
if (c.relation != null)
{
relId = c.relation.id;
fees = await GetClientFees(relId);
if (fees != null)
{
client.Fees.AddRange(fees);
}
plans = await GetClientPlans(relId);
if (plans != null)
{
client.Plans.AddRange(plans);
}
client.RelatedClients.Add(relId);
}
}
}
return(client);
}
public void AddClientDataTest()
{
//arrange
MLFSSale sale = new MLFSSale()
{
Id = 1,
ClientId = "IOB123",
ClientName = "John",
NetAmount = 100,
VAT = 20,
PlanReference = "IOP123"
};
MLFSClient client = new MLFSClient()
{
Name = "John",
PrimaryID = "IOB123",
CreatedOn = DateTime.Now.AddYears(-1)
};
client.Plans.Add(new MLFSPlan()
{
PrimaryID = "IOP123",
Provider = "XYZ Limited",
ContributionsToDate = 10000,
CurrentValuation = 11000,
IsPreExistingClient = true
});
client.Fees.Add(new MLFSFee()
{
PrimaryID = "IOF123",
FeePercentage = (decimal)0.1,
IsRecurring = true,
Plan = client.Plans.FirstOrDefault()
});
client.Plans.Add(new MLFSPlan()
{
PrimaryID = "IOP987",
Provider = "XYZ Limited",
ContributionsToDate = 200000,
CurrentValuation = 220000
});
client.Fees.Add(new MLFSFee()
{
PrimaryID = "IOF987",
FeePercentage = (decimal)0.1,
IsRecurring = true,
Plan = new MLFSPlan()
{
PrimaryID = "IOP987",
Provider = "XYZ Limited",
ContributionsToDate = 200000,
CurrentValuation = 220000
}
});
List <MLFSIncome> income = new List <MLFSIncome>();
//to do test income handling
//act
sale.AddClientData(client, income);
//assert
Assert.AreEqual("XYZ Limited", sale.ProviderName, "Provider name not updated");
Assert.AreEqual(false, sale.IsNew, "IsNew not set correctly");
Assert.AreEqual(11000, sale.Investment, "Investment incorrect");
Assert.AreEqual((decimal)0.1, sale.OnGoingPercentage, "Percentage incorrect");
Assert.AreEqual((decimal)22000, sale.EstimatedOtherIncome, "Other income not calculated correctly");
}
