public SalesforceUserResponse GetSalesforceUser(string userId)
{
IServiceRequest proxy;
SalesforceUserRequest request = null;
SalesforceUserResponse response = null;
try
{
proxy = ServiceRequestFactory.GetProxy(SERVICES.AUM_SERVICE);
request = new SalesforceUserRequest();
request.Filter = string.Format("(APLId == '{0}')", userId);;
response = proxy.Request <SalesforceUserRequest, SalesforceUserResponse>(request);
if (null != response)
{
if (response.Fault != null)
{
// log error
Sitecore.Diagnostics.Log.Error(response.Fault, this);
}
else
{
return(response);
}
}
}
catch (Exception ex)
{
Sitecore.Diagnostics.Log.Error("Unable to get Salesforce user data for userId [" + userId + "] from AUM service", ex, this);
throw ex;
}
return(response);
}
static private int SendEmail(string sEmailFrom, string sEmailFromName, string oListOfContacts, string oListOfCCContacts, string sEmailSubject, string sEmailBody)
{
int iSuccess;
IServiceRequest oServiceProxy;
GFWM.Common.AUM.Entities.Response.Client.EventSendEmailResponse oEmailResponse;
GFWM.Common.AUM.Entities.Request.Client.EventSendEmailRequest oRequestEmail;
try
{
oServiceProxy = ServiceRequestFactory.GetProxy(SERVICES.AUM_SERVICE);
oEmailResponse = null;
oRequestEmail = new GFWM.Common.AUM.Entities.Request.Client.EventSendEmailRequest();
oRequestEmail.SendByUserName = sEmailFromName;
oRequestEmail.SendByUserEmail = sEmailFrom;
oRequestEmail.Recipient = oListOfContacts;
oRequestEmail.CCRecipients = oListOfCCContacts;
oRequestEmail.Subject = sEmailSubject;
oRequestEmail.Body = sEmailBody;
oEmailResponse = oServiceProxy.Request <GFWM.Common.AUM.Entities.Request.Client.EventSendEmailRequest, GFWM.Common.AUM.Entities.Response.Client.EventSendEmailResponse>(oRequestEmail);
iSuccess = (oEmailResponse == null) ? iUnableToSendEmail : oEmailResponse.Result;
}
catch (Exception oEmailSendingException)
{
Sitecore.Diagnostics.Log.Error("Error while trying send email", oEmailSendingException, typeof(Email));
throw oEmailSendingException;
}
return(iSuccess);
}
public static Dictionary <string, GridTable> GetInvestmentLevelData()
{
Dictionary <string, GridTable> tables = new Dictionary <string, GridTable>();
IServiceRequest oAUMService;
try
{
var currentAuthorization = Authorization.CurrentAuthorization;
oAUMService = ServiceRequestFactory.GetProxy(SERVICES.AUM_SERVICE);
GFWM.Common.PracticeManagement.Entities.Request.PremierConsultantInvestmentLevelRequest request = new GFWM.Common.PracticeManagement.Entities.Request.PremierConsultantInvestmentLevelRequest();
var response = oAUMService.Request <GFWM.Common.PracticeManagement.Entities.Request.PremierConsultantInvestmentLevelRequest, GFWM.Common.PracticeManagement.Entities.Response.PremierConsultantInvestmentLevelResponse>(request);
if (response != null)
{
if (response.FirmBdas != null && response.FirmBdas.Count() > 0)
{
tables.Add(HtmlTableHelper.ILSFirmCODE, GetFirmTable(response.FirmBdas));
}
if (response.AdvisorBdas != null && response.AdvisorBdas.Count() > 0)
{
tables.Add(HtmlTableHelper.ILSAdvisorCODE, GetAdvisorTable(response.AdvisorBdas));
}
}
return(tables);
}
catch (Exception ex)
{
Sitecore.Diagnostics.Log.Error("Error executing GetInvestmentLevelData request", ex, typeof(PracticeManagementHelper));
}
return(null);
}
public UserAttributesResponse GetUserAttributes(string ssoguid, string userId)
{
IServiceRequest proxy;
UserAttributesResponse response = null;
UserAttributesRequest request = null;
try
{
proxy = ServiceRequestFactory.GetProxy(SERVICES.STATE_SERVICE);
request = new UserAttributesRequest();
request.SSOGUID = ssoguid;
request.UserId = userId;
response = proxy.Request <UserAttributesRequest, UserAttributesResponse>(request);
if (null != response)
{
if (response.Fault != null)
{
// log error
Sitecore.Diagnostics.Log.Error(response.Fault, this);
}
else
{
return(response);
}
}
}
catch (Exception ex)
{
Sitecore.Diagnostics.Log.Error("Unable to get user attributes for SSOGUID [" + ssoguid + "] and or userId [" + userId + "] from State service", ex, this);
throw ex;
}
return(response);
}
public UserProfileResponse GetUserSSODetails(string ssoguid)
{
IServiceRequest proxy;
UserProfileResponse response = null;
UserProfileRequest request = null;
try
{
proxy = ServiceRequestFactory.GetProxy(SERVICES.USERPROFILE_SERVICE);
request = new UserProfileRequest();
request.SSOGUID = ssoguid;
response = proxy.Request <UserProfileRequest, UserProfileResponse>(request);
if (null != response)
{
if (response.Fault != null)
{
// log error
Sitecore.Diagnostics.Log.Error(response.Fault, this);
}
else
{
return(response);
}
}
}
catch (Exception ex)
{
Sitecore.Diagnostics.Log.Error("Unable to get user details for SSOGUID " + ssoguid + " from User Profile service", ex, this);
throw ex;
}
return(response);
}
public GFWM.Common.AUM.Entities.Response.SupportTeamResponse GetSupportTeamDetails(string agentId)
{
SupportTeamResponse response = null;
IServiceRequest proxy;
try
{
SupportTeamRequest request = new SupportTeamRequest();
proxy = ServiceRequestFactory.GetProxy(SERVICES.AUM_SERVICE);
request.AgentId = agentId;
response = proxy.Request <SupportTeamRequest, SupportTeamResponse>(request);
if (null != response)
{
if (response.Fault != null)
{
// log error
Sitecore.Diagnostics.Log.Error(response.Fault, this);
}
else
{
return(response);
}
}
}
catch (Exception ex)
{
Sitecore.Diagnostics.Log.Error("Unable to get support team contact details data for Agent " + agentId + " from AUM service", ex, this);
throw ex;
}
return(response);
}
/// <summary>
/// Returns the automatically generated documents for the current user
/// </summary>
/// <param name="oCustodians"></param>
/// <param name="oPrograms"></param>
/// <returns></returns>
public static List <ModelPortfolioResult> GetModelPortfolioDocuments(string[] oCustodians, string[] oPrograms)
{
ModelSetsRequest oModelSetsRequest;
ModelSetsResponse oModelSetsResponse;
Authorization oAuthorization;
List <ModelPortfolioResult> oModelPortfolioResult;
IServiceRequest oAUMService;
try
{
oAUMService = ServiceRequestFactory.GetProxy(SERVICES.AUM_SERVICE);
oModelPortfolioResult = new List <ModelPortfolioResult>();
oAuthorization = Authorization.CurrentAuthorization;
Sitecore.Diagnostics.Log.Info("Model Portfolio Start External call", "");
Sitecore.Diagnostics.Log.Info(string.Format("Model Portfolio oAuthorization != null [{0}] !oAuthorization.IsTestMode [{1}] oAuthorization.Claim != null [{2}] oAuthorization.Claim.Roles != null [{3}] oAuthorization.Claim.Roles.Count() > 0 [{4}]", oAuthorization != null, !oAuthorization.IsTestMode, oAuthorization.Claim != null, oAuthorization.Claim.Roles != null, oAuthorization.Claim.Roles.Count() > 0), "");
//We can only obtain the documents if we are working on integrated mode
if (oAuthorization != null && !oAuthorization.IsTestMode && oAuthorization.Claim != null && oAuthorization.Claim.Roles != null && oAuthorization.Claim.Roles.Count() > 0)
{
//We assume that we should get the documents for all the roles for the current user
Sitecore.Diagnostics.Log.Info(string.Format("Model Portfolio External call NO SIEBELID,CustodianID: {0}, ProgramId: {1}, SiebelID: {2}", String.Concat(oCustodians), String.Concat(oPrograms), "String.Empty"), "");
oModelSetsRequest = new GFWM.Common.Resources.Entities.Request.ModelSetsRequest()
{
CustodianId = oCustodians,
ProgramId = oPrograms
};
oModelSetsResponse = oAUMService.Request <GFWM.Common.Resources.Entities.Request.ModelSetsRequest, GFWM.Common.Resources.Entities.Response.ModelSetsResponse>(oModelSetsRequest);
if (oModelSetsResponse != null && oModelSetsResponse.ModelSets != null)
{
foreach (GFWM.Common.Resources.Entities.Data.ModelSetDocument documentData in oModelSetsResponse.ModelSets)
{
oModelPortfolioResult.Add(new ModelPortfolioResult(
documentData.DocumentTitle,
documentData.DownloadLink,
documentData.StrategistName,
documentData.LastReallocationDT.HasValue ? documentData.LastReallocationDT.Value.ToString("MM/dd/yyyy") : DateTime.Today.ToString("MM/dd/yyyy"),
documentData.CustodianId,
documentData.ProgramId,
GetModelPortfolioOmnitureParameter(documentData)
)
);
}
Sitecore.Diagnostics.Log.Info(string.Format("Model Portfolio External call result: {0}", oModelSetsResponse.ModelSets.Count()), "");
}
else
{
Sitecore.Diagnostics.Log.Info("Model Portfolio External call result: NULL", "");
}
}
Sitecore.Diagnostics.Log.Info("Model Portfolio Finish External call", "");
}
catch (Exception ex)
{
Sitecore.Diagnostics.Log.Error("Model Portfolio External call fail", ex, ex);
return(new List <ModelPortfolioResult>());
}
return(oModelPortfolioResult);
}
private static List<Document> CallEventSearchService(EventsSearchRequest request)
{
IServiceRequest client = ServiceRequestFactory.GetProxy(SERVICES.GLOBALSEARCH_SERVICE);
List<Document> results = new List<Document>();
EventsSearchResponse response = null;
try
{
response = client.Request<EventsSearchRequest, EventsSearchResponse>(request);
results = response.Results;
}
catch (Exception searchException)
{
Sitecore.Diagnostics.Log.Error("Error executing event search request", searchException, typeof(EventHelper));
}
return results;
}
public AgentDetailsResponse GetAgentDetails(string agentId)
{
IServiceRequest proxy;
AgentDetailsResponse response;
AgentDetailsRequest request;
proxy = null;
response = null;
try
{
proxy = ServiceRequestFactory.GetProxy(SERVICES.AUM_SERVICE);
request = new AgentDetailsRequest();
request.Filter = string.Format("(APLID == '{0}')", agentId);
if (null != proxy)
{
response = proxy.Request <AgentDetailsRequest, AgentDetailsResponse>(request);
if (null != response)
{
if (response.Fault != null)
{
// log error
Sitecore.Diagnostics.Log.Error(response.Fault, this);
}
else
{
return(response);
}
}
}
return(null);
}
catch (Exception ex)
{
Sitecore.Diagnostics.Log.Error("Unable to get Agent " + agentId + "'s data from AUM service", ex, this);
throw ex;
}
}
public MyProfileInformationResponse GetUserInfo(string aplId)
{
IServiceRequest proxy;
MyProfileInformationRequest request;
MyProfileInformationResponse response;
try
{
proxy = ServiceRequestFactory.GetProxy(SERVICES.PREFERENCE_SERVICE);
request = new MyProfileInformationRequest()
{
UserID = aplId,
};
if (null != proxy)
{
response = proxy.Request <MyProfileInformationRequest, MyProfileInformationResponse>(request);
if (null != response)
{
if (response.Fault != null)
{
// log error
Sitecore.Diagnostics.Log.Error(response.Fault, this);
}
else
{
return(response);
}
}
}
return(null);
}
catch (Exception ex)
{
Sitecore.Diagnostics.Log.Error("Unable to get user " + aplId + "'s data from Preference service", ex, this);
throw ex;
}
}
public static GridTable GetBDAData()
{
GridTable table = null;
IServiceRequest oAUMService;
try
{
var currentAuthorization = Authorization.CurrentAuthorization;
oAUMService = ServiceRequestFactory.GetProxy(SERVICES.AUM_SERVICE);
if (currentAuthorization.IsOsj)
{
if (currentAuthorization.OsjIds != null && currentAuthorization.OsjIds.Count() > 0)
{
GFWM.Common.PracticeManagement.Entities.Request.PremierBusinessBuilderRequest request = new GFWM.Common.PracticeManagement.Entities.Request.PremierBusinessBuilderRequest();
var response = oAUMService.Request <GFWM.Common.PracticeManagement.Entities.Request.PremierBusinessBuilderRequest, GFWM.Common.PracticeManagement.Entities.Response.PremierBusinessBuilderResponse>(request);
if (response != null && response.OsjBda != null)
{
table = new GridTable();
DateTime?dt = response.OsjBda.EligibleAumDate;
table.Header = new List <GridCell>()
{
new GridCell()
{
Value = "ID"
},
new GridCell()
{
Value = "Name"
},
new GridCell()
{
Value = dt.HasValue ? string.Format("BDA Eligible AUM (as of {0})", dt.Value.ToString("MM/dd/yy")) : "BDA Eligible AUM"
},
new GridCell()
{
Value = "Available BDA Balance"
},
new GridCell()
{
Value = "Maximum BDA Balance"
},
new GridCell()
{
Value = "Available BDA % of Max"
},
};
var cells = new List <GridCell>()
{
new GridCell()
{
Value = response.OsjBda.OsjId
},
new GridCell()
{
Value = response.OsjBda.FirmName
},
new GridCell()
{
Value = response.OsjBda.EligibleAum.HasValue ? response.OsjBda.EligibleAum.Value.ToString("C0") : "$0"
},
new GridCell()
{
Value = response.OsjBda.AvailableBalance.HasValue ? response.OsjBda.AvailableBalance.Value.ToString("C0") : "$0"
},
new GridCell()
{
Value = response.OsjBda.MaximumBalance.HasValue ? response.OsjBda.MaximumBalance.Value.ToString("C0") : "$0"
},
new GridCell()
{
Value = response.OsjBda.PercentageOfMax.HasValue ? response.OsjBda.PercentageOfMax.Value.ToString("N0") + " %" : "0 %"
},
};
var rows = new List <GridRow>()
{
new GridRow()
{
Cells = cells,
}
};
table.Rows = rows;
}
}
}
return(table);
}
catch (Exception ex)
{
Sitecore.Diagnostics.Log.Error("Error executing GetBDAData request", ex, typeof(PracticeManagementHelper));
}
return(null);
}