public ModelHistory(IAccountTypeCustomer account, ILifecycle lifecycle, IPortfolioModel model,
bool isExecOnlyCustomer, AccountEmployerRelationship employerRelationship,
IInternalEmployeeLogin employee, DateTime changeDate)
{
Account = account;
Lifecycle = lifecycle;
ModelPortfolio = model;
IsExecOnlyCustomer = isExecOnlyCustomer;
EmployerRelationship = employerRelationship;
Employee = employee;
ChangeDate = changeDate.Date;
}
/// <summary>
/// The method to alter the Model portfolio
/// </summary>
/// <param name="lifecycle">The current lifecycle</param>
/// <param name="newModelPortfolio">The new model portfolio</param>
/// <param name="isExecOnlyCustomer">Is this an execution only customer</param>
/// <param name="employerRelationship">The relationship that the account has to the company</param>
/// <param name="employee">The employee who performs the change</param>
/// <param name="changeDate">The date of the change</param>
/// <returns></returns>
public bool SetModelPortfolio(ILifecycle lifecycle, IPortfolioModel newModelPortfolio,
bool isExecOnlyCustomer, AccountEmployerRelationship employerRelationship,
IInternalEmployeeLogin employee, DateTime changeDate)
{
ModelPortfolioChanges.Add(new ModelHistory.ModelHistory(this, lifecycle, newModelPortfolio, isExecOnlyCustomer, employerRelationship, employee, changeDate));
IsExecOnlyCustomer = isExecOnlyCustomer;
if (this.AccountType == AccountTypes.Customer)
((ICustomerAccount)this).EmployerRelationship = employerRelationship;
ModelPortfolio = newModelPortfolio;
if (CurrentManagementFeePeriod == null && Util.IsNotNullDate(FirstManagementStartDate) && Util.IsNullDate(FinalManagementEndDate))
createManagementFeePeriod(changeDate);
return true;
}
public bool Edit(IPortfolioModel model, bool isExecOnlyCustomer, AccountEmployerRelationship employerRelationship,
IInternalEmployeeLogin employee, DateTime changeDate)
{
// It is not possible to edit the model, IsExecOnlyCustomer || EmployerRelationship for the latest item
if (EndDate == DateTime.MinValue)
{
if (this.ModelPortfolio != model ||
this.IsExecOnlyCustomer != isExecOnlyCustomer ||
this.EmployerRelationship != employerRelationship)
throw new ApplicationException("It is not possible to update data on the latest history item. Otherwise the data would no longer be in sync");
if (changeDate != this.ChangeDate && Account != null && Account.ModelPortfolioChanges != null && Account.ModelPortfolioChanges.Count > 0)
{
int check = (from a in Account.ModelPortfolioChanges
where a.Key != this.Key && a.ChangeDate > changeDate
select a).Count();
if (check > 0)
throw new ApplicationException("It is not possible to change the date of the latest history item to a date prior a previous history items.");
}
}
this.ModelPortfolio = model;
this.IsExecOnlyCustomer = isExecOnlyCustomer;
this.EmployerRelationship = employerRelationship;
this.ChangeDate = changeDate;
this.Employee = employee;
return true;
}