Example #1
0
 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()));
     }
 }
Example #2
0
        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;
        }