private static async Task ValidateFundReferences(this MasterSideLetterDataAccess dataAccess, Fund fund)
{
if (!string.IsNullOrEmpty(fund.SponsorName))
{
var sponsor = await dataAccess.GetOrCreateSponsorAsync(fund.SponsorName);
fund.SponsorId = sponsor.Id;
}
if (!string.IsNullOrEmpty(fund.StrategyName))
{
var strategy = await dataAccess.GetOrCreateStrategyAsync(fund.StrategyName);
fund.StrategyId = strategy.Id;
}
if (!string.IsNullOrEmpty(fund.BusinessUnitName))
{
var businessUnit = await dataAccess.GetOrCreateBusinessUnitAsync(fund.BusinessUnitName);
fund.BusinessUnitId = businessUnit.Id;
}
}
private static async Task ValidateFundInvestorAsync(this MasterSideLetterDataAccess dataAccess, FundInvestor fundInvestor)
{
if (!string.IsNullOrEmpty(fundInvestor.FundName))
{
var fund = await dataAccess.GetOrCreateFundAsync(
fundInvestor.FundName,
fundInvestor.FundSponsorName,
fundInvestor.FundBusinessUnitName,
fundInvestor.FundStrategyName,
fundInvestor.FundYear,
fundInvestor.FundSize
);
var updated = false;
if (fund.SponsorName != fundInvestor.FundSponsorName)
{
updated = true;
var sponsor = await dataAccess.GetOrCreateSponsorAsync(fundInvestor.FundSponsorName);
fund.SponsorId = sponsor.Id;
fund.SponsorName = sponsor.Name;
}
if (fund.BusinessUnitName != fundInvestor.FundBusinessUnitName)
{
updated = true;
var businessUnit = await dataAccess.GetOrCreateBusinessUnitAsync(fundInvestor.FundBusinessUnitName);
fund.BusinessUnitId = businessUnit.Id;
fund.BusinessUnitName = businessUnit.Name;
}
if (fund.StrategyName != fundInvestor.FundStrategyName)
{
updated = true;
var strategy = await dataAccess.GetOrCreateStrategyAsync(fundInvestor.FundStrategyName);
fund.StrategyId = strategy.Id;
fund.StrategyName = strategy.Name;
}
if (fund.Year != fundInvestor.FundYear)
{
updated = true;
fund.Year = fundInvestor.FundYear;
}
if (fund.Size != fundInvestor.FundSize)
{
updated = true;
fund.Size = fundInvestor.FundSize;
}
if (updated)
{
await dataAccess.UpdateFundAsync(fund);
}
fundInvestor.FundId = fund.Id;
}
if (!string.IsNullOrEmpty(fundInvestor.InvestorName))
{
var investor = await dataAccess.GetOrCreateInvestorAsync(fundInvestor.InvestorName, fundInvestor.InvestorType);
if (investor.InvestorType != fundInvestor.InvestorType)
{
investor.InvestorType = fundInvestor.InvestorType;
await dataAccess.UpdateInvestorAsync(investor);
}
fundInvestor.InvestorId = investor.Id;
}
}