public MLFSSale(DataRow row, List <MLFSAdvisor> advisors, MLFSReportingPeriod period, bool isCommission = false)
{
Adjustments = new HashSet <MLFSDebtorAdjustment>();
ReportingPeriod = period;
ReportingPeriodId = period.Id;
EstimatedOtherIncome = 0;
MLFSAdvisor adv = MLFSAdvisor.Assign(row["Selling Adviser.Id"].ToString(), advisors);
AdvisorId = adv.Id;
Advisor = adv;
IsNew = false;
if (isCommission)
{
PlanReference = "IOB" + row["Id"].ToString();
IOReference = "";
ClientName = row["Owner 1.Full Name"].ToString();
ClientId = row["Owner 1.Id"].ToString();
JointClientName = row["Owner 2.Full Name"].ToString();
JointClientId = row["Owner 2.Id"].ToString();
PlanType = row["Plan Type"].ToString();
ProviderName = row["Provider.Name"].ToString();
RelevantDate = DateTime.Parse(row["Submitted Date"].ToString());
if (string.IsNullOrEmpty(row["Expected Commission - Non-Indemnity"].ToString()))
{
NetAmount = Tools.HandleNull(row["Expected Commission - Total Initial"].ToString());
}
else
{
NetAmount = Tools.HandleNull(row["Expected Commission - Non-Indemnity"].ToString());
}
VAT = 0;
DateTime creationDate = DateTime.Parse(row["Owner 1.Creation Date"].ToString());
if (creationDate > ReportingPeriod.StartDate.AddMonths(-6))
{
IsNew = true;
}
Investment = Tools.HandleNull(row["Total Premiums to Date"].ToString());
OnGoingPercentage = Tools.HandleNull(row["On-going Fee Percentage"].ToString());
Organisation = row["Selling Adviser.Group.Name"].ToString();
}
else
{
IOId = row["Id"].ToString();
IOReference = row["Reference Number"].ToString();
ClientName = row["Fee Owner.Full Name"].ToString();
ClientId = row["Fee Owner.Id"].ToString();
JointClientName = row["Fee Owner 2.Full Name"].ToString();
JointClientId = row["Fee Owner 2.Id"].ToString();
PlanType = row["Related Plan Type"].ToString();
RelevantDate = DateTime.Parse(row["Invoice Date"].ToString());
NetAmount = Tools.HandleNull(row["Net Amount"].ToString());
VAT = Tools.HandleNull(row["VAT"].ToString());
PlanReference = row["Related Plan Reference"].ToString();
Investment = 0;
OnGoingPercentage = 0;
}
RelatedClients = new string[] {};
}
public MLFSIncome(DataRow row, List <MLFSAdvisor> advisors, List <string> VATIssueFees = null)
{
IOReference = row["IORef"].ToString();
RelevantDate = Tools.HandleStringToDate(row["CashReceiptDate"].ToString());
Organisation = row["GroupOne"].ToString();
MLFSAdvisor adv = MLFSAdvisor.Assign(row["CRMContactId"].ToString(), advisors);
AdvisorId = adv.Id;
Advisor = adv;
ProviderName = row["Provider"].ToString();
ClientName = row["ClientName"].ToString();
ClientId = row["ClientId"].ToString();
JointClientName = row["JointClientName"].ToString();
JointClientId = row["JointClientId"].ToString();
Campaign = row["CampaignType"].ToString();
CampaignSource = row["CampaignSource"].ToString();
Amount = Tools.HandleNull(row["FCIRecognition"].ToString());
if (Tools.HandleNull(row["ReceivedVAT/GST"].ToString()) != 0)
{
if (VATIssueFees != null)
{
if (VATIssueFees.Contains(IOReference))
{
Amount += Tools.HandleNull(row["ReceivedVAT"].ToString());
}
else
{
VAT = Tools.HandleNull(row["ReceivedVAT"].ToString());
}
}
}
else
{
VAT = 0;
}
FeeStatus = row["FeeStatus"].ToString();
PlanType = row["PlanType"].ToString();
PlanNumber = row["PlanNumber"].ToString();
if (row["IsTopUp"].ToString() == "" || row["IsTopUp"].ToString().ToLower() == "no")
{
IsTopUp = false;
}
else
{
IsTopUp = true;
}
IncomeType = row["IncomeType"].ToString();
IgnoreFromCommission = false;
}
/// <summary>
/// Converts the external id from IO into a local Advisor object
/// </summary>
/// <param name="externalId">The ID from IO</param>
/// <param name="advisors">The list of local advisors to check against</param>
/// <returns>an Advisor or if no match is found the unknown advisor will also adapt to replacements if required</returns>
public static MLFSAdvisor Assign(string externalId, List <MLFSAdvisor> advisors)
{
MLFSAdvisor adv = advisors.Where(x => x.PrimaryID.Trim(' ') == externalId.Trim(' ')).FirstOrDefault();
if (adv == null)
{
adv = advisors.Where(x => x.Username.ToLower() == "unknown").FirstOrDefault();
}
if (!adv.Active)
{
adv = advisors.Where(x => x.Id == adv.ReplacementAdvisorId).FirstOrDefault();
if (adv == null)
{
adv = advisors.Where(x => x.Username.ToLower() == "unknown").FirstOrDefault();
}
}
return(adv);
}
