public IHttpActionResult GetDashboardData(int id)
{
//if user is not admin return..
var identity = User.Identity as ClaimsIdentity;
string userRole = identity.FindFirst(ClaimTypes.Role).Value;
int userId = int.Parse(identity.FindFirst(ClaimTypes.SerialNumber).Value);
if (userRole != "admin" && userId != id)
{
//ModelState.AddModelError("InvalidAccess", "You are not authorized !");
return(BadRequest("UnauthorizedAccess"));
}
DashboardData dbData = new DashboardData();
ClientFunding clientFunding = new ClientFunding();
Dictionary <string, List <DashboardReportData> > assetClassesData = clientFunding.GetAssetClassesReportData(id);
List <DashboardReportData> assetClassesReportData = assetClassesData["All"];
List <DashboardReportData> assetClassesComparisonReportData = assetClassesData["Growth"];
Dictionary <string, List <DashboardReportData> > assetWealthData = clientFunding.GetNetWealthReportData(id);
List <DashboardReportData> netWealthReportData = assetWealthData["All"];
List <DashboardReportData> netWealthComparisonReportData = assetWealthData["Net"];
foreach (DashboardReportData item in assetClassesReportData)
{
switch (item.key)
{
case "Attractive Assets":
item.color = "darkred"; break;
case "Int. Shares":
case "Other Entities Assets":
item.color = "red"; break;
case "Aus. Shares":
case "Pension Assets":
item.color = "orange"; break;
case "Property":
case "Super Assets":
item.color = "yellow"; break;
case "Int. Fixed Interest":
item.color = "lightgreen"; break;
case "Aus. Fixed Interest":
case "Personal Assets":
item.color = "green"; break;
case "Cash":
item.color = "darkgreen"; break;
}
}
foreach (DashboardReportData item in netWealthReportData)
{
switch (item.key)
{
case "Other Entities Assets":
item.color = "red"; break;
case "Pension Assets":
item.color = "orange"; break;
case "Super Assets":
item.color = "yellow"; break;
case "Personal Assets":
item.color = "green"; break;
}
}
dbData.AssetClassesReportData = assetClassesReportData;
dbData.NetWealthReportData = netWealthReportData;
dbData.AssetClassesComparisonReportData = assetClassesComparisonReportData;
dbData.NetWealthComparisonReportData = netWealthComparisonReportData;
dbData.userData = AppUser.GetById(id);
dbData.lastFunding = clientFunding.GetLatestClientFunding(dbData.userData.UserEmail);
AssetAllocationMaster assetAllocationMaster = db.AssetAllocationMasters.Find(dbData.lastFunding.RiskProfile);
if (assetAllocationMaster != null)
{
dbData.lastFunding.ExpectedAttractiveAssets = assetAllocationMaster.AttractiveAssets;
dbData.lastFunding.ExpectedAusFixedInterest = assetAllocationMaster.AusFixedInterest;
dbData.lastFunding.ExpectedAusShares = assetAllocationMaster.AusShares;
dbData.lastFunding.ExpectedCash = assetAllocationMaster.Cash;
dbData.lastFunding.ExpectedIntFixedInterest = assetAllocationMaster.IntFixedInterest;
dbData.lastFunding.ExpectedIntShares = assetAllocationMaster.IntShares;
dbData.lastFunding.ExpectedProperty = assetAllocationMaster.Property;
}
dbData.ExpectedTotalFund = ProjectedData.GetByUserIdAndYear(id, dbData.lastFunding.FundingYear);
return(Ok(dbData));
}
public IHttpActionResult GetClientFunding(int id, int fundingId)
{
//if user is not admin return..
var identity = User.Identity as ClaimsIdentity;
string userRole = identity.FindFirst(ClaimTypes.Role).Value;
int userId = int.Parse(identity.FindFirst(ClaimTypes.SerialNumber).Value);
if (userRole != "admin" && userId != id)
{
//ModelState.AddModelError("InvalidAccess", "You are not authorized !");
return(BadRequest("UnauthorizedAccess"));
}
ClientFundingDetails clientFundingDetails = new ClientFundingDetails();
ClientFunding clientFunding = new ClientFunding();
foreach (AssetAllocationMaster assetMaster in db.AssetAllocationMasters.ToList <AssetAllocationMaster>())
{
clientFundingDetails.riskProfiles.Add(new RiskProfileTypes
{
RiskProfileType = assetMaster.RiskProfileType,
DisplayField = assetMaster.DisplayField
});
}
AppUser user = AppUser.GetById(id);
clientFundingDetails.user = new AppUserBasicData();
clientFundingDetails.user.UserEmail = user.UserEmail;
clientFundingDetails.user.FirstName = user.FirstName;
clientFundingDetails.user.LastName = user.LastName;
clientFundingDetails.user.DOB = user.DOB;
clientFundingDetails.user.SpouseFirstName = user.SpouseFirstName;
clientFundingDetails.user.SpouseLastName = user.SpouseLastName;
clientFundingDetails.user.SpouseDOB = user.SpouseDOB;
if (fundingId == 0)
{
clientFundingDetails.funding = clientFunding.GetLatestClientFunding(clientFundingDetails.user.UserEmail);
}
else
{
clientFundingDetails.funding = clientFunding.GetByFundingId(fundingId);
AssetAllocationMaster assetAllocationMaster = db.AssetAllocationMasters.Find(clientFundingDetails.funding.RiskProfile);
clientFundingDetails.funding.ExpectedAttractiveAssets = assetAllocationMaster.AttractiveAssets;
clientFundingDetails.funding.ExpectedAusFixedInterest = assetAllocationMaster.AusFixedInterest;
clientFundingDetails.funding.ExpectedAusShares = assetAllocationMaster.AusShares;
clientFundingDetails.funding.ExpectedCash = assetAllocationMaster.Cash;
clientFundingDetails.funding.ExpectedIntFixedInterest = assetAllocationMaster.IntFixedInterest;
clientFundingDetails.funding.ExpectedIntShares = assetAllocationMaster.IntShares;
clientFundingDetails.funding.ExpectedProperty = assetAllocationMaster.Property;
ProjectedData projections = new ProjectedData();
clientFundingDetails.listProjectedData = projections.GetProjectedDataByClientId(id);
ProjectedData clientExpectedProjectData = clientFundingDetails.listProjectedData.Find(i => i.Year == clientFundingDetails.funding.FundingYear);
if (clientExpectedProjectData != null)
{
clientFundingDetails.ExpectedTotalFund = clientExpectedProjectData.Value;
}
else
{
clientFundingDetails.ExpectedTotalFund = 0;
}
}
if (clientFundingDetails.funding == null)
{
return(NotFound());
}
return(Ok(clientFundingDetails));
}