public IHttpActionResult DeleteClientFunding(int id)
{
ClientFunding clientFunding = new ClientFunding();
bool result = clientFunding.Delete(id);
return(Ok(result));
}
public IHttpActionResult PutClientFunding(int id, ClientFunding clientFunding)
{
if (!ModelState.IsValid)
{
return(BadRequest(ModelState));
}
if (id != clientFunding.ClientFundingID)
{
return(BadRequest());
}
db.Entry(clientFunding).State = EntityState.Modified;
try
{
db.SaveChanges();
}
catch (DbUpdateConcurrencyException)
{
if (!ClientFundingExists(clientFunding.UserEmail, clientFunding.FundingYear, clientFunding.FundingMonth))
{
return(NotFound());
}
else
{
throw;
}
}
return(StatusCode(HttpStatusCode.NoContent));
}
public IHttpActionResult GetAll(ClientFundingHistoryParam param)
{
var identity = User.Identity as ClaimsIdentity;
string userRole = identity.FindFirst(ClaimTypes.Role).Value;
if (userRole != "admin")
{
//ModelState.AddModelError("InvalidAccess", "You are not authorized !");
return(BadRequest("UnauthorizedAccess"));
}
ClientFundingData responseData = new ClientFundingData();
ClientFunding oclientFunding = new ClientFunding();
responseData.userDetail = AppUser.GetById(param.ClientID);
int totalCount = 0;
responseData.records = oclientFunding.GetAll(param.ClientID, param.CurrentPage, param.PageSize, out totalCount);
responseData.totalCount = totalCount;
return(Ok(responseData));
}
public IHttpActionResult PostClientFunding(ClientFunding clientFunding)
{
//if user is not admin return..
var identity = User.Identity as ClaimsIdentity;
string userRole = identity.FindFirst(ClaimTypes.Role).Value;
if (userRole != "admin")
{
//ModelState.AddModelError("InvalidAccess", "You are not authorized !");
return(BadRequest("UnauthorizedAccess"));
}
if (!ModelState.IsValid)
{
return(BadRequest(ModelState));
}
if (clientFunding.ClientFundingID == 0)
{
clientFunding.FundingYear = clientFunding.FundingPeriod.Value.Year;
clientFunding.FundingMonth = clientFunding.FundingPeriod.Value.Month;
db.ClientFundings.Add(clientFunding);
}
else
{
ClientFunding oclientFunding = db.ClientFundings.Find(clientFunding.UserEmail, clientFunding.FundingPeriod.Value.Year, clientFunding.FundingPeriod.Value.Month);
if (oclientFunding == null)
{
clientFunding.FundingYear = clientFunding.FundingPeriod.Value.Year;
clientFunding.FundingMonth = clientFunding.FundingPeriod.Value.Month;
db.ClientFundings.Add(clientFunding);
}
else
{
oclientFunding.RiskProfile = clientFunding.RiskProfile;
oclientFunding.FinancialIndependencyAge = clientFunding.FinancialIndependencyAge;
oclientFunding.SumLeft = clientFunding.SumLeft;
oclientFunding.LifestyleObjectiveAt = clientFunding.LifestyleObjectiveAt;
oclientFunding.AnnualLeavingOff = clientFunding.AnnualLeavingOff;
oclientFunding.LastingFor = clientFunding.LastingFor;
oclientFunding.LeaveForState = clientFunding.LeaveForState;
oclientFunding.ActualAttractiveAssets = clientFunding.ActualAttractiveAssets;
oclientFunding.ActualAusFixedInterest = clientFunding.ActualAusFixedInterest;
oclientFunding.ActualAusShares = clientFunding.ActualAusShares;
oclientFunding.ActualCash = clientFunding.ActualCash;
oclientFunding.ActualIntFixedInterest = clientFunding.ActualIntFixedInterest;
oclientFunding.ActualIntShares = clientFunding.ActualIntShares;
oclientFunding.ActualProperty = clientFunding.ActualProperty;
oclientFunding.ExpectedAttractiveAssets = clientFunding.ExpectedAttractiveAssets;
oclientFunding.ExpectedAusFixedInterest = clientFunding.ExpectedAusFixedInterest;
oclientFunding.ExpectedAusShares = clientFunding.ExpectedAusShares;
oclientFunding.ExpectedCash = clientFunding.ExpectedCash;
oclientFunding.ExpectedIntFixedInterest = clientFunding.ExpectedIntFixedInterest;
oclientFunding.ExpectedIntShares = clientFunding.ExpectedIntShares;
oclientFunding.ExpectedProperty = clientFunding.ExpectedProperty;
oclientFunding.PersonalAssets = clientFunding.PersonalAssets;
oclientFunding.SuperAssets = clientFunding.SuperAssets;
oclientFunding.PensionAssets = clientFunding.PensionAssets;
oclientFunding.OtherEntitiesAssets = clientFunding.OtherEntitiesAssets;
oclientFunding.TotalAssets = clientFunding.TotalAssets;
oclientFunding.AlternativeAssetDetails = clientFunding.AlternativeAssetDetails;
oclientFunding.PersonalAssetDetails = clientFunding.PersonalAssetDetails;
oclientFunding.SuperAssetDetails = clientFunding.SuperAssetDetails;
oclientFunding.PensionAssetDetails = clientFunding.PensionAssetDetails;
oclientFunding.OtherEntitiesAssetDetails = clientFunding.OtherEntitiesAssetDetails;
oclientFunding.LastProjectionDate = clientFunding.LastProjectionDate;
oclientFunding.Conclusion1 = clientFunding.Conclusion1;
oclientFunding.Conclusion2 = clientFunding.Conclusion2;
oclientFunding.Conclusion3 = clientFunding.Conclusion3;
}
}
try
{
db.SaveChanges();
}
catch (DbUpdateException)
{
if (ClientFundingExists(clientFunding.UserEmail, clientFunding.FundingYear, clientFunding.FundingMonth))
{
return(Conflict());
}
else
{
throw;
}
}
return(CreatedAtRoute("DefaultApi", new { id = clientFunding.ClientFundingID }, clientFunding));
}
public IHttpActionResult GetDashboardData(int id)
{
//if user is not admin return..
var identity = User.Identity as ClaimsIdentity;
string userRole = identity.FindFirst(ClaimTypes.Role).Value;
int userId = int.Parse(identity.FindFirst(ClaimTypes.SerialNumber).Value);
if (userRole != "admin" && userId != id)
{
//ModelState.AddModelError("InvalidAccess", "You are not authorized !");
return(BadRequest("UnauthorizedAccess"));
}
DashboardData dbData = new DashboardData();
ClientFunding clientFunding = new ClientFunding();
Dictionary <string, List <DashboardReportData> > assetClassesData = clientFunding.GetAssetClassesReportData(id);
List <DashboardReportData> assetClassesReportData = assetClassesData["All"];
List <DashboardReportData> assetClassesComparisonReportData = assetClassesData["Growth"];
Dictionary <string, List <DashboardReportData> > assetWealthData = clientFunding.GetNetWealthReportData(id);
List <DashboardReportData> netWealthReportData = assetWealthData["All"];
List <DashboardReportData> netWealthComparisonReportData = assetWealthData["Net"];
foreach (DashboardReportData item in assetClassesReportData)
{
switch (item.key)
{
case "Attractive Assets":
item.color = "darkred"; break;
case "Int. Shares":
case "Other Entities Assets":
item.color = "red"; break;
case "Aus. Shares":
case "Pension Assets":
item.color = "orange"; break;
case "Property":
case "Super Assets":
item.color = "yellow"; break;
case "Int. Fixed Interest":
item.color = "lightgreen"; break;
case "Aus. Fixed Interest":
case "Personal Assets":
item.color = "green"; break;
case "Cash":
item.color = "darkgreen"; break;
}
}
foreach (DashboardReportData item in netWealthReportData)
{
switch (item.key)
{
case "Other Entities Assets":
item.color = "red"; break;
case "Pension Assets":
item.color = "orange"; break;
case "Super Assets":
item.color = "yellow"; break;
case "Personal Assets":
item.color = "green"; break;
}
}
dbData.AssetClassesReportData = assetClassesReportData;
dbData.NetWealthReportData = netWealthReportData;
dbData.AssetClassesComparisonReportData = assetClassesComparisonReportData;
dbData.NetWealthComparisonReportData = netWealthComparisonReportData;
dbData.userData = AppUser.GetById(id);
dbData.lastFunding = clientFunding.GetLatestClientFunding(dbData.userData.UserEmail);
AssetAllocationMaster assetAllocationMaster = db.AssetAllocationMasters.Find(dbData.lastFunding.RiskProfile);
if (assetAllocationMaster != null)
{
dbData.lastFunding.ExpectedAttractiveAssets = assetAllocationMaster.AttractiveAssets;
dbData.lastFunding.ExpectedAusFixedInterest = assetAllocationMaster.AusFixedInterest;
dbData.lastFunding.ExpectedAusShares = assetAllocationMaster.AusShares;
dbData.lastFunding.ExpectedCash = assetAllocationMaster.Cash;
dbData.lastFunding.ExpectedIntFixedInterest = assetAllocationMaster.IntFixedInterest;
dbData.lastFunding.ExpectedIntShares = assetAllocationMaster.IntShares;
dbData.lastFunding.ExpectedProperty = assetAllocationMaster.Property;
}
dbData.ExpectedTotalFund = ProjectedData.GetByUserIdAndYear(id, dbData.lastFunding.FundingYear);
return(Ok(dbData));
}
public IHttpActionResult GetClientFunding(int id, int fundingId)
{
//if user is not admin return..
var identity = User.Identity as ClaimsIdentity;
string userRole = identity.FindFirst(ClaimTypes.Role).Value;
int userId = int.Parse(identity.FindFirst(ClaimTypes.SerialNumber).Value);
if (userRole != "admin" && userId != id)
{
//ModelState.AddModelError("InvalidAccess", "You are not authorized !");
return(BadRequest("UnauthorizedAccess"));
}
ClientFundingDetails clientFundingDetails = new ClientFundingDetails();
ClientFunding clientFunding = new ClientFunding();
foreach (AssetAllocationMaster assetMaster in db.AssetAllocationMasters.ToList <AssetAllocationMaster>())
{
clientFundingDetails.riskProfiles.Add(new RiskProfileTypes
{
RiskProfileType = assetMaster.RiskProfileType,
DisplayField = assetMaster.DisplayField
});
}
AppUser user = AppUser.GetById(id);
clientFundingDetails.user = new AppUserBasicData();
clientFundingDetails.user.UserEmail = user.UserEmail;
clientFundingDetails.user.FirstName = user.FirstName;
clientFundingDetails.user.LastName = user.LastName;
clientFundingDetails.user.DOB = user.DOB;
clientFundingDetails.user.SpouseFirstName = user.SpouseFirstName;
clientFundingDetails.user.SpouseLastName = user.SpouseLastName;
clientFundingDetails.user.SpouseDOB = user.SpouseDOB;
if (fundingId == 0)
{
clientFundingDetails.funding = clientFunding.GetLatestClientFunding(clientFundingDetails.user.UserEmail);
}
else
{
clientFundingDetails.funding = clientFunding.GetByFundingId(fundingId);
AssetAllocationMaster assetAllocationMaster = db.AssetAllocationMasters.Find(clientFundingDetails.funding.RiskProfile);
clientFundingDetails.funding.ExpectedAttractiveAssets = assetAllocationMaster.AttractiveAssets;
clientFundingDetails.funding.ExpectedAusFixedInterest = assetAllocationMaster.AusFixedInterest;
clientFundingDetails.funding.ExpectedAusShares = assetAllocationMaster.AusShares;
clientFundingDetails.funding.ExpectedCash = assetAllocationMaster.Cash;
clientFundingDetails.funding.ExpectedIntFixedInterest = assetAllocationMaster.IntFixedInterest;
clientFundingDetails.funding.ExpectedIntShares = assetAllocationMaster.IntShares;
clientFundingDetails.funding.ExpectedProperty = assetAllocationMaster.Property;
ProjectedData projections = new ProjectedData();
clientFundingDetails.listProjectedData = projections.GetProjectedDataByClientId(id);
ProjectedData clientExpectedProjectData = clientFundingDetails.listProjectedData.Find(i => i.Year == clientFundingDetails.funding.FundingYear);
if (clientExpectedProjectData != null)
{
clientFundingDetails.ExpectedTotalFund = clientExpectedProjectData.Value;
}
else
{
clientFundingDetails.ExpectedTotalFund = 0;
}
}
if (clientFundingDetails.funding == null)
{
return(NotFound());
}
return(Ok(clientFundingDetails));
}
