private IEnumerable<ErrorInfo> Validate(Investor investor)
{
return ValidationHelper.Validate(investor);
}
private static DeepBlue.Models.Entity.Investor GetInvestorFromBlue(C7_20tblLPPaymentInstructions blueInvestor)
{
DeepBlue.Models.Entity.Investor investor = new DeepBlue.Models.Entity.Investor();
investor.InvestorName = blueInvestor.FullName;
investor.Notes = blueInvestor.Comments;
investor.Alias = blueInvestor.Nameidentifier;
// WARNING Blue has the following properties, but DeepBlue doesnt have these
// investor.Reference;
// WARNING: DeepBlue has the following properties, but Blue doesnt have, so we are using the default values
investor.IsDomestic = true;
investor.InvestorEntityTypeID = Globals.DefaultInvestorEntityTypeID;
investor.ResidencyState = Globals.DefaultStateID;
investor.Social = Guid.NewGuid().ToString("N").Substring(0,25);
investor.Notes = Globals.DefaultString;
investor.TaxID = 0;
investor.FirstName = string.Empty;
investor.LastName = "n/a";
investor.ManagerName = string.Empty;
investor.MiddleName = string.Empty;
investor.PrevInvestorID = 0;
investor.CreatedBy = Globals.CurrentUser.UserID;
investor.CreatedDate = DateTime.Now;
investor.LastUpdatedBy = Globals.CurrentUser.UserID;
investor.LastUpdatedDate = DateTime.Now;
investor.EntityID = Globals.DefaultEntityID;
investor.TaxExempt = false;
// Attempt to create new investor address.
// WARNING: In Blue, there is no concept of an Investor Address, so we are setting default values here
InvestorAddress investorAddress = new InvestorAddress();
investorAddress.CreatedBy = Globals.CurrentUser.UserID;
investorAddress.CreatedDate = DateTime.Now;
investorAddress.EntityID = Globals.DefaultEntityID;
investorAddress.LastUpdatedBy = Globals.CurrentUser.UserID;
investorAddress.LastUpdatedDate = DateTime.Now;
investorAddress.Address = new Address();
investorAddress.Address.Address1 = Globals.DefaultString;
investorAddress.Address.AddressTypeID = (int)DeepBlue.Models.Admin.Enums.AddressType.Work;
investorAddress.Address.City = Globals.DefaultCity;
investorAddress.Address.Country = Globals.DefaultCountryID;
investorAddress.Address.CreatedBy = Globals.CurrentUser.UserID;
investorAddress.Address.CreatedDate = DateTime.Now;
investorAddress.Address.LastUpdatedBy = Globals.CurrentUser.UserID;
investorAddress.Address.LastUpdatedDate = DateTime.Now;
investorAddress.Address.EntityID = Globals.DefaultEntityID;
investorAddress.Address.PostalCode = Globals.DefaultZip;
investorAddress.Address.State = Globals.DefaultStateID;
investor.InvestorAddresses.Add(investorAddress);
return investor;
}
public ActionResult Create(FormCollection collection)
{
CreateModel model = new CreateModel();
ResultModel resultModel = new ResultModel();
IEnumerable<ErrorInfo> errorInfo = null;
this.TryUpdateModel(model);
string ErrorMessage = InvestorNameAvailable(model.InvestorName, model.InvestorId);
StringBuilder errors;
EmailAttribute emailValidation = new EmailAttribute();
ZipAttribute zipAttribute = new ZipAttribute();
WebAddressAttribute webAttribute = new WebAddressAttribute();
int count = 0;
string errorTitle = string.Empty;
if (String.IsNullOrEmpty(ErrorMessage) == false) {
ModelState.AddModelError("InvestorName", ErrorMessage);
}
ErrorMessage = SocialSecurityTaxIdAvailable(model.SocialSecurityTaxId, model.InvestorId);
if (String.IsNullOrEmpty(ErrorMessage) == false) {
ModelState.AddModelError("SocialSecurityTaxId", ErrorMessage);
}
if (ModelState.IsValid) {
// Attempt to create new deal.
DeepBlue.Models.Entity.Investor investor = new DeepBlue.Models.Entity.Investor();
investor.Alias = model.Alias;
investor.IsDomestic = model.DomesticForeign;
investor.InvestorEntityTypeID = model.EntityType;
investor.InvestorName = model.InvestorName;
investor.FirstName = model.Alias;
investor.ResidencyState = model.StateOfResidency;
investor.Social = model.SocialSecurityTaxId ?? "";
investor.Notes = model.Notes;
investor.Source = model.Source;
investor.FOIA = model.FOIA;
investor.ERISA = model.ERISA;
investor.TaxID = 0;
investor.FirstName = string.Empty;
investor.LastName = "n/a";
investor.ManagerName = string.Empty;
investor.MiddleName = string.Empty;
investor.PrevInvestorID = 0;
investor.CreatedBy = Authentication.CurrentUser.UserID;
investor.CreatedDate = DateTime.Now;
investor.LastUpdatedBy = Authentication.CurrentUser.UserID;
investor.LastUpdatedDate = DateTime.Now;
investor.EntityID = Authentication.CurrentEntity.EntityID;
investor.TaxExempt = false;
// Attempt to create new investor address.
InvestorAddress investorAddress = new InvestorAddress();
investorAddress.CreatedBy = Authentication.CurrentUser.UserID;
investorAddress.CreatedDate = DateTime.Now;
investorAddress.EntityID = Authentication.CurrentEntity.EntityID;
investorAddress.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorAddress.LastUpdatedDate = DateTime.Now;
investorAddress.Address = new Address();
investorAddress.Address.Address1 = model.Address1 ?? "";
investorAddress.Address.Address2 = model.Address2 ?? "";
investorAddress.Address.AddressTypeID = (int)DeepBlue.Models.Admin.Enums.AddressType.Work;
investorAddress.Address.City = model.City ?? "";
investorAddress.Address.Country = model.Country;
investorAddress.Address.CreatedBy = Authentication.CurrentUser.UserID;
investorAddress.Address.CreatedDate = DateTime.Now;
investorAddress.Address.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorAddress.Address.LastUpdatedDate = DateTime.Now;
investorAddress.Address.EntityID = Authentication.CurrentEntity.EntityID;
investorAddress.Address.PostalCode = model.Zip;
investorAddress.Address.State = model.State;
if (string.IsNullOrEmpty(investorAddress.Address.Address1) == false
|| string.IsNullOrEmpty(investorAddress.Address.Address2) == false
|| string.IsNullOrEmpty(investorAddress.Address.City) == false
|| string.IsNullOrEmpty(investorAddress.Address.PostalCode) == false
|| string.IsNullOrEmpty(investorAddress.Address.County) == false
|| string.IsNullOrEmpty(model.Phone) == false
|| string.IsNullOrEmpty(model.Email) == false
|| string.IsNullOrEmpty(model.WebAddress) == false
|| string.IsNullOrEmpty(model.Fax) == false
) {
errorTitle = "<b>Address Information:</b>";
errors = new StringBuilder();
errorInfo = ValidationHelper.Validate(investorAddress.Address);
if (errorInfo.Any()) {
errors.Append(ValidationHelper.GetErrorInfo(errorInfo));
}
if (emailValidation.IsValid(model.Email) == false)
errors.Append("Invalid Email\n");
if (zipAttribute.IsValid(model.Zip) == false)
errors.Append("Invalid Zip\n");
if (webAttribute.IsValid(model.WebAddress) == false)
errors.Append("Invalid Web Address\n");
if (string.IsNullOrEmpty(errors.ToString()) == false) {
resultModel.Result = string.Format("{0}\n{1}\n", errorTitle, errors.ToString());
}
if (string.IsNullOrEmpty(resultModel.Result)) {
/* Add New Investor Address */
investor.InvestorAddresses.Add(investorAddress);
/* Investor Communication Values */
AddCommunication(investor, Models.Admin.Enums.CommunicationType.HomePhone, model.Phone);
AddCommunication(investor, Models.Admin.Enums.CommunicationType.Email, model.Email);
AddCommunication(investor, Models.Admin.Enums.CommunicationType.WebAddress, model.WebAddress);
AddCommunication(investor, Models.Admin.Enums.CommunicationType.Fax, model.Fax);
}
}
/* Bank Account */
count = 0;
InvestorAccount investorAccount;
for (int index = 0; index < model.AccountLength; index++) {
if (DataTypeHelper.ToInt32(collection[(index + 1).ToString() + "_" + "BankIndex"]) <= 0) continue;
count++;
// Attempt to create new investor account.
investorAccount = new InvestorAccount();
investorAccount.Comments = string.Empty;
investorAccount.CreatedBy = Authentication.CurrentUser.UserID;
investorAccount.CreatedDate = DateTime.Now;
investorAccount.EntityID = Authentication.CurrentEntity.EntityID;
investorAccount.IsPrimary = false;
investorAccount.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorAccount.LastUpdatedDate = DateTime.Now;
investorAccount.Routing = DataTypeHelper.ToInt32(collection[(index + 1).ToString() + "_" + "ABANumber"]);
investorAccount.Reference = Convert.ToString(collection[(index + 1).ToString() + "_" + "Reference"]);
investorAccount.AccountOf = Convert.ToString(collection[(index + 1).ToString() + "_" + "AccountOf"]);
investorAccount.FFC = Convert.ToString(collection[(index + 1).ToString() + "_" + "FFC"]);
investorAccount.FFCNumber = Convert.ToString(collection[(index + 1).ToString() + "_" + "FFCNumber"]);
investorAccount.IBAN = Convert.ToString(collection[(index + 1).ToString() + "_" + "IBAN"]);
investorAccount.ByOrderOf = Convert.ToString(collection[(index + 1).ToString() + "_" + "ByOrderOf"]);
investorAccount.SWIFT = Convert.ToString(collection[(index + 1).ToString() + "_" + "Swift"]);
investorAccount.Account = Convert.ToString(collection[(index + 1).ToString() + "_" + "Account"]);
investorAccount.AccountNumberCash = Convert.ToString(collection[(index + 1).ToString() + "_" + "AccountNumber"]);
investorAccount.Attention = Convert.ToString(collection[(index + 1).ToString() + "_" + "Attention"]);
investorAccount.BankName = Convert.ToString(collection[(index + 1).ToString() + "_" + "BankName"]);
investorAccount.Phone = Convert.ToString(collection[(index + 1).ToString() + "_" + "AccountPhone"]);
investorAccount.Fax = Convert.ToString(collection[(index + 1).ToString() + "_" + "AccountFax"]);
if (string.IsNullOrEmpty(investorAccount.Comments) == false
|| string.IsNullOrEmpty(investorAccount.Reference) == false
|| string.IsNullOrEmpty(investorAccount.AccountOf) == false
|| string.IsNullOrEmpty(investorAccount.FFC) == false
|| string.IsNullOrEmpty(investorAccount.FFCNumber) == false
|| string.IsNullOrEmpty(investorAccount.IBAN) == false
|| string.IsNullOrEmpty(investorAccount.ByOrderOf) == false
|| string.IsNullOrEmpty(investorAccount.SWIFT) == false
|| string.IsNullOrEmpty(investorAccount.Account) == false
|| string.IsNullOrEmpty(investorAccount.AccountNumberCash) == false
|| string.IsNullOrEmpty(investorAccount.Attention) == false
|| string.IsNullOrEmpty(investorAccount.BankName) == false
|| string.IsNullOrEmpty(investorAccount.Phone) == false
|| string.IsNullOrEmpty(investorAccount.Fax) == false
|| investorAccount.Routing > 0) {
errorInfo = ValidationHelper.Validate(investorAccount);
if (errorInfo.Any()) {
resultModel.Result += string.Format("<b>Bank Information {0}:</b>\n{1}\n", count.ToString(), ValidationHelper.GetErrorInfo(errorInfo));
}
if (string.IsNullOrEmpty(resultModel.Result)) {
investor.InvestorAccounts.Add(investorAccount);
}
}
}
count = 0;
/* Contact Address */
InvestorContact investorContact;
ContactAddress contactAddress;
for (int index = 0; index < model.ContactLength; index++) {
if (DataTypeHelper.ToInt32(collection[(index + 1).ToString() + "_" + "ContactIndex"]) <= 0) continue;
count++;
// Attempt to create new investor contact.
investorContact = new InvestorContact();
investorContact.CreatedBy = Authentication.CurrentUser.UserID;
investorContact.CreatedDate = DateTime.Now;
investorContact.EntityID = Authentication.CurrentEntity.EntityID;
investorContact.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorContact.LastUpdatedDate = DateTime.Now;
investorContact.Contact = new Contact();
investorContact.Contact.ContactName = Convert.ToString(collection[(index + 1).ToString() + "_" + "ContactPerson"]);
investorContact.Contact.CreatedBy = Authentication.CurrentUser.UserID;
investorContact.Contact.CreatedDate = DateTime.Now;
investorContact.Contact.FirstName = "n/a";
investorContact.Contact.LastName = "n/a";
investorContact.Contact.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorContact.Contact.LastUpdatedDate = DateTime.Now;
investorContact.Contact.ReceivesDistributionNotices = DataTypeHelper.CheckBoolean(collection[(index + 1).ToString() + "_" + "DistributionNotices"]);
investorContact.Contact.ReceivesFinancials = DataTypeHelper.CheckBoolean(collection[(index + 1).ToString() + "_" + "Financials"]);
investorContact.Contact.ReceivesInvestorLetters = DataTypeHelper.CheckBoolean(collection[(index + 1).ToString() + "_" + "InvestorLetters"]);
investorContact.Contact.ReceivesK1 = DataTypeHelper.CheckBoolean(collection[(index + 1).ToString() + "_" + "K1"]);
investorContact.Contact.Designation = collection[(index + 1).ToString() + "_" + "Designation"];
investorContact.Contact.EntityID = Authentication.CurrentEntity.EntityID;
// Attempt to create new investor contact address.
contactAddress = new ContactAddress();
contactAddress.CreatedBy = Authentication.CurrentUser.UserID;
contactAddress.CreatedDate = DateTime.Now;
contactAddress.EntityID = Authentication.CurrentEntity.EntityID;
contactAddress.LastUpdatedBy = Authentication.CurrentUser.UserID;
contactAddress.LastUpdatedDate = DateTime.Now;
contactAddress.Address = new Address();
contactAddress.Address.Address1 = Convert.ToString(collection[(index + 1).ToString() + "_" + "ContactAddress1"]);
contactAddress.Address.Address2 = Convert.ToString(collection[(index + 1).ToString() + "_" + "ContactAddress2"]);
contactAddress.Address.AddressTypeID = (int)DeepBlue.Models.Admin.Enums.AddressType.Work;
contactAddress.Address.City = Convert.ToString(collection[(index + 1).ToString() + "_" + "ContactCity"]);
contactAddress.Address.Country = Convert.ToInt32(collection[(index + 1).ToString() + "_" + "ContactCountry"]);
contactAddress.Address.CreatedBy = Authentication.CurrentUser.UserID;
contactAddress.Address.CreatedDate = DateTime.Now;
contactAddress.Address.EntityID = Authentication.CurrentEntity.EntityID;
contactAddress.Address.LastUpdatedBy = Authentication.CurrentUser.UserID;
contactAddress.Address.LastUpdatedDate = DateTime.Now;
contactAddress.Address.PostalCode = collection[(index + 1).ToString() + "_" + "ContactZip"];
contactAddress.Address.State = Convert.ToInt32(collection[(index + 1).ToString() + "_" + "ContactState"]);
/* Add Investor Contact Communication Values */
string contactPhoneNo = collection[(index + 1).ToString() + "_" + "ContactPhoneNumber"];
string contactFaxNo = collection[(index + 1).ToString() + "_" + "ContactFaxNumber"];
string contactEmail = collection[(index + 1).ToString() + "_" + "ContactEmail"];
string contactWebAddress = collection[(index + 1).ToString() + "_" + "ContactWebAddress"];
if (string.IsNullOrEmpty(contactAddress.Address.Address1) == false
|| string.IsNullOrEmpty(contactAddress.Address.Address2) == false
|| string.IsNullOrEmpty(contactAddress.Address.City) == false
|| string.IsNullOrEmpty(contactAddress.Address.PostalCode) == false
|| string.IsNullOrEmpty(investorContact.Contact.ContactName) == false
|| string.IsNullOrEmpty(contactPhoneNo) == false
|| string.IsNullOrEmpty(contactFaxNo) == false
|| string.IsNullOrEmpty(contactEmail) == false
|| string.IsNullOrEmpty(contactWebAddress) == false
) {
errorInfo = ValidationHelper.Validate(contactAddress.Address);
errorInfo = errorInfo.Union(ValidationHelper.Validate(investorContact.Contact));
errorTitle = "<b>Contact Information {0}:</b>\n{1}\n";
errors = new StringBuilder();
if (errorInfo.Any()) {
errors.Append(ValidationHelper.GetErrorInfo(errorInfo));
}
if (emailValidation.IsValid(contactEmail) == false)
errors.Append("Invalid Email\n");
if (webAttribute.IsValid(contactWebAddress) == false)
errors.Append("Invalid Web Address\n");
if (zipAttribute.IsValid(contactAddress.Address.PostalCode) == false)
errors.Append("Invalid Zip\n");
if (string.IsNullOrEmpty(errors.ToString()) == false) {
resultModel.Result += string.Format(errorTitle, count.ToString(), errors.ToString());
}
if (string.IsNullOrEmpty(resultModel.Result)) {
investorContact.Contact.ContactAddresses.Add(contactAddress);
}
if (string.IsNullOrEmpty(resultModel.Result)) {
investor.InvestorContacts.Add(investorContact);
AddCommunication(investorContact.Contact, Models.Admin.Enums.CommunicationType.HomePhone, contactPhoneNo);
AddCommunication(investorContact.Contact, Models.Admin.Enums.CommunicationType.Fax, contactFaxNo);
AddCommunication(investorContact.Contact, Models.Admin.Enums.CommunicationType.Email, contactEmail);
AddCommunication(investorContact.Contact, Models.Admin.Enums.CommunicationType.WebAddress, contactWebAddress);
}
}
}
if (string.IsNullOrEmpty(resultModel.Result)) {
errorInfo = InvestorRepository.SaveInvestor(investor);
if (errorInfo != null) {
resultModel.Result = ValidationHelper.GetErrorInfo(errorInfo);
}
else {
resultModel.Result += SaveCustomValues(collection, investor.InvestorID);
}
}
if (string.IsNullOrEmpty(resultModel.Result)) {
resultModel.Result = "True||" + investor.InvestorID;
}
}
if (ModelState.IsValid == false) {
foreach (var values in ModelState.Values.ToList()) {
foreach (var err in values.Errors.ToList()) {
if (string.IsNullOrEmpty(err.ErrorMessage) == false) {
resultModel.Result += err.ErrorMessage + "\n";
}
}
}
}
return View("Result", resultModel);
}
public static List<Investor> GetInvestors(CookieCollection cookies, int? fundID, string investor = null)
{
List<Investor> investors = new List<Investor>();
// Send the request
string query = string.Empty;
if (fundID.HasValue) {
query = "&fundId=" + fundID.Value;
}
string url = HttpWebRequestUtil.GetUrl("Investor/FindInvestors?term=" + (string.IsNullOrEmpty(investor) ? string.Empty : System.Web.HttpUtility.UrlEncode(investor)) + query);
HttpWebResponse response = HttpWebRequestUtil.SendRequest(url, null, false, cookies, false, HttpWebRequestUtil.JsonContentType);
if (response.StatusCode == System.Net.HttpStatusCode.OK) {
using (Stream receiveStream = response.GetResponseStream()) {
// Pipes the stream to a higher level stream reader with the required encoding format.
using (StreamReader readStream = new StreamReader(receiveStream, Encoding.UTF8)) {
string resp = readStream.ReadToEnd();
if (!string.IsNullOrEmpty(resp)) {
JavaScriptSerializer js = new JavaScriptSerializer();
List<AutoCompleteList> jsonFunds = (List<AutoCompleteList>)js.Deserialize(resp, typeof(List<AutoCompleteList>));
foreach (AutoCompleteList alist in jsonFunds) {
Investor inv = new Investor();
inv.InvestorID = alist.id;
inv.InvestorName = alist.value;
investors.Add(inv);
}
} else {
}
response.Close();
readStream.Close();
}
}
}
return investors;
}