public CreateInvestor(int underwriterID, InvestorModel investor, IEnumerable <InvestorContactModel> contacts, IEnumerable <InvestorBankAccountModel> banks)
{
this.underwriterID = underwriterID;
this.investor = investor;
this.contacts = contacts;
this.banks = banks;
} //ctor
} //LoadFromDb
private InvestorModel ContvertToModel(I_Investor dbInvestor)
{
var model = new InvestorModel {
InvestorID = dbInvestor.InvestorID,
InvestorType = new InvestorTypeModel {
InvestorTypeID = dbInvestor.InvestorType.InvestorTypeID,
Name = dbInvestor.InvestorType.Name
},
Name = dbInvestor.Name,
IsActive = dbInvestor.IsActive,
Timestamp = dbInvestor.Timestamp,
Contacts = new List <InvestorContactModel>(),
Banks = new List <InvestorBankAccountModel>()
};
foreach (var contact in dbInvestor.InvestorContacts)
{
model.Contacts.Add(new InvestorContactModel {
InvestorID = contact.InvestorID,
IsActive = contact.IsActive,
IsGettingAlerts = contact.IsGettingAlerts,
IsGettingReports = contact.IsGettingReports,
Timestamp = contact.Timestamp,
IsPrimary = contact.IsPrimary,
Email = contact.Email,
OfficePhone = contact.OfficePhone,
PersonalName = contact.PersonalName,
Mobile = contact.Mobile,
Role = contact.Role,
LastName = contact.LastName,
InvestorContactID = contact.InvestorContactID,
Comment = contact.Comment
});
}
foreach (var bank in dbInvestor.InvestorBankAccounts)
{
model.Banks.Add(new InvestorBankAccountModel {
InvestorID = bank.InvestorID,
IsActive = bank.IsActive,
Timestamp = bank.Timestamp,
InvestorBankAccountID = bank.InvestorBankAccountID,
BankAccountNumber = bank.BankAccountNumber,
BankAccountName = bank.BankAccountName,
BankCode = bank.BankCode,
BankBranchNumber = bank.BankBranchNumber,
RepaymentKey = bank.RepaymentKey,
BankName = bank.BankName,
BankBranchName = bank.BankBranchName,
BankCountryID = bank.BankCountryID,
AccountType = new InvestorAccountTypeModel {
Name = bank.AccountType.Name,
InvestorAccountTypeID = bank.AccountType.InvestorAccountTypeID
}
});
}
return(model);
} //ContvertToModel
public IntActionResult CreateInvestor(int underwriterID, InvestorModel investor, IEnumerable <InvestorContactModel> investorContacts, IEnumerable <InvestorBankAccountModel> investorBanks)
{
CreateInvestor strategy;
var metadata = ExecuteSync(out strategy, null, underwriterID, underwriterID, investor, investorContacts, investorBanks);
return(new IntActionResult {
MetaData = metadata,
Value = strategy.InvestorID
});
}
public BoolActionResult ManageInvestorDetails(int underwriterID, InvestorModel investorDetails)
{
ManageInvestorDetails strategy;
var metadata = ExecuteSync(out strategy, null, underwriterID, investorDetails);
return(new BoolActionResult
{
MetaData = metadata,
Value = strategy.Result
});
}
public ManageInvestorDetails(InvestorModel investor)
{
this.Investor = investor;
} //ctor
public void UpdateInvestor(InvestorModel investor)
{
var id = dbzoho.tbl_CheckID.FirstOrDefault(p => p.EmailMS == investor.UserName);
ZCRMRestClient.Initialize(config);
ZohoOAuthClient client = ZohoOAuthClient.GetInstance();
string refreshToken = "1000.354c162c19b5da4fc4053bc4e38dd27f.1e548f961cc913acbacd82fbad0a3387";
string userMailId = "*****@*****.**";
ZohoOAuthTokens tokens = client.GenerateAccessTokenFromRefreshToken(refreshToken, userMailId);
List <ZCRMRecord> records = new List <ZCRMRecord>();
ZCRMRecord record1 = new ZCRMRecord("accounts"); //module api name
record1.EntityId = id.IDZoho;
record1.SetFieldValue("id", id.IDZoho);
record1.SetFieldValue("Account_Name", investor.UserName);
record1.SetFieldValue("Email", investor.UserName);
record1.SetFieldValue("Username", investor.UserName);
record1.SetFieldValue("Industry", "1");
record1.SetFieldValue("Status", "1");
record1.SetFieldValue("Phone", investor.MobileNumber);
record1.SetFieldValue("Fax", investor.MobileNumber);
record1.SetFieldValue("Employees", 1);
record1.SetFieldValue("Age", investor.Age);
record1.SetFieldValue("Gender", investor.Gender);
record1.SetFieldValue("NRIC_Number", investor.NRIC_Number);
record1.SetFieldValue("Passport_Number", investor.PassportNumber);
record1.SetFieldValue("Date_Of_Birth", investor.DateOfBirth.Value);
record1.SetFieldValue("Sign_Up_Date", investor.DateCreated.Value.Date.ToString());
record1.SetFieldValue("Total_Invested", investor.TotalInvestedAmount);
record1.SetFieldValue("Admin_Verification", investor.AdminVerification);
record1.SetFieldValue("Number_Of_Delinquent_Off_Note", investor.numofdelinquent);
record1.SetFieldValue("Number_Of_Fully_Paid_Note", investor.NumberOfFullyPaidNotes);
record1.SetFieldValue("Number_of_Close_Off_Note", investor.NumOfCloseOff);
record1.SetFieldValue("Qualified_Date", investor.QualifiedDate.Value.Date.ToString());
if (investor.LastLogin == null)
{
investor.LastLogin = investor.DateCreated;
}
record1.SetFieldValue("Number_Of_Deliquent_Note", investor.numofdelinquent);
record1.SetFieldValue("Last_Login", investor.LastLogin.Value.Date.ToString());
record1.SetFieldValue("Sum_of_Number_Invested_Note", investor.NumberOfInvested);
record1.SetFieldValue("Current_in_Funding_Amount", investor.CurrentInFunding);
record1.SetFieldValue("Sum_of_Ledge_Amount", investor.ActualAmount);
record1.SetFieldValue("Total_Amount_Received", investor.TotalAmountReceived);
record1.SetFieldValue("Total_Delinquent_Amount", investor.outstandingPI);
record1.SetFieldValue("Outstanding_L", investor.outstanding_I);
record1.SetFieldValue("Outstanding_P", investor.outstanding_P);
record1.SetFieldValue("Principal_Received", investor.PaidP);
record1.SetFieldValue("Interest_Received", investor.PaidI);
records.Add(record1);
ZCRMModule moduleIns = ZCRMModule.GetInstance("accounts"); //module api name
BulkAPIResponse <ZCRMRecord> responseIns = moduleIns.UpdateRecords(records); //To call the Update record method
Console.WriteLine("HTTP Status Code:" + responseIns.HttpStatusCode); //To get Update record http response code
foreach (EntityResponse response in responseIns.BulkEntitiesResponse)
{
Console.WriteLine("Status:" + response.Status); //To get Update record response status
Console.WriteLine("Message:" + response.Message); //To get Update record response message
Console.WriteLine("Details:" + response.ResponseJSON); //To get Update record response details
ZCRMRecord record11 = (ZCRMRecord)response.Data;
Console.WriteLine(record11.EntityId); //To get inserted record id
Console.WriteLine(record11.CreatedTime);
Console.WriteLine(record11.ModifiedTime);
ZCRMUser CreatedBy = record11.CreatedBy;
if (CreatedBy != null)
{
Console.WriteLine(CreatedBy.Id);
Console.WriteLine(CreatedBy.FullName);
}
ZCRMUser ModifiedBy = record1.ModifiedBy;
if (ModifiedBy != null)
{
Console.WriteLine(ModifiedBy.Id);
Console.WriteLine(ModifiedBy.FullName);
}
}
}
