//Fifth Phase: Move WerpMF customer details to customer table public bool WerpMFInsertCustomerDetails(int adviserId, int processId, int rmId, out int countCustCreated, out int countFolioCreated) { bool IsProcessComplete = false; List <WerpMFUploadsVo> werpMFNewCustomerList = new List <WerpMFUploadsVo>(); Nullable <DateTime> dt = new DateTime(); WerpMFUploadsVo werpMFUploadsVo = new WerpMFUploadsVo(); string resIsdCode = "", resStdCode = "", resPhoneNum = "", offIsdCode = "", offStdCode = "", offPhoneNum = ""; string resFaxIsdCode = "", resFaxStdCode = "", resFaxNum = "", offFaxIsdCode = "", offFaxStdCode = "", offFaxNum = ""; int lenPhoneNum; int lenFaxNum; countCustCreated = 0; countFolioCreated = 0; DataSet getNewFoliosDs = new DataSet(); DataTable getNewFoliosDt = new DataTable(); userId = advisorstaffBo.GetUserId(rmId); try { werpMFNewCustomerList = GetWerpMFProfNewCustomers(processId); for (int i = 0; i < werpMFNewCustomerList.Count; i++) { customerVo = new CustomerVo(); userVo = new UserVo(); werpMFUploadsVo = new WerpMFUploadsVo(); werpMFUploadsVo = werpMFNewCustomerList[i]; userVo.FirstName = werpMFUploadsVo.FirstName; userVo.MiddleName = werpMFUploadsVo.MiddleName; userVo.LastName = werpMFUploadsVo.LastName; userVo.Password = id.Next(10000, 99999).ToString(); userVo.Email = werpMFUploadsVo.Email; userVo.LoginId = werpMFUploadsVo.Email; userVo.UserType = "Customer"; //userId = userBo.CreateUser(userVo); customerVo.UserId = userId; customerVo.RmId = rmId; customerVo.FirstName = werpMFUploadsVo.FirstName; customerVo.MiddleName = werpMFUploadsVo.MiddleName; customerVo.LastName = werpMFUploadsVo.LastName; customerVo.Gender = werpMFUploadsVo.Gender; if (werpMFUploadsVo.DOB == "") { customerVo.Dob = DateTime.Parse(dt.ToString()); } else { customerVo.Dob = DateTime.Parse(werpMFUploadsVo.DOB); } if (werpMFUploadsVo.Type != "") { customerVo.Type = werpMFUploadsVo.Type; } if (werpMFUploadsVo.SubType != "") { customerVo.SubType = werpMFUploadsVo.SubType; } customerVo.Salutation = werpMFUploadsVo.Salutation; customerVo.PANNum = werpMFUploadsVo.PanNumber; customerVo.Adr1Line1 = werpMFUploadsVo.Address1; customerVo.Adr1Line2 = werpMFUploadsVo.Address2; customerVo.Adr1Line3 = werpMFUploadsVo.Address3; if (werpMFUploadsVo.Pincode == "") { customerVo.Adr1PinCode = 0; } else { customerVo.Adr1PinCode = Int32.Parse(werpMFUploadsVo.Pincode); } customerVo.Adr1City = werpMFUploadsVo.City; customerVo.Adr1State = werpMFUploadsVo.State; customerVo.Adr1Country = werpMFUploadsVo.Country; customerVo.Adr2Line1 = werpMFUploadsVo.Address2Line1; customerVo.Adr2Line2 = werpMFUploadsVo.Address2Line2; customerVo.Adr2Line3 = werpMFUploadsVo.Address2Line3; if (werpMFUploadsVo.Address2Pincode == "") { customerVo.Adr2PinCode = 0; } else { customerVo.Adr2PinCode = Int32.Parse(werpMFUploadsVo.Address2Pincode); } customerVo.Adr2City = werpMFUploadsVo.Address2City; customerVo.Adr2Country = werpMFUploadsVo.Address2Country; customerVo.Adr2State = werpMFUploadsVo.Address2State; customerVo.Email = werpMFUploadsVo.Email; customerVo.AltEmail = werpMFUploadsVo.AltEmail; if (werpMFUploadsVo.Mobile1 == "") { customerVo.Mobile1 = 0; } else { customerVo.Mobile1 = Int32.Parse(werpMFUploadsVo.Mobile1); } if (werpMFUploadsVo.Mobile2 == "") { customerVo.Mobile2 = 0; } else { customerVo.Mobile2 = Int32.Parse(werpMFUploadsVo.Mobile2); } if (werpMFUploadsVo.Occupation != "") { customerVo.Occupation = werpMFUploadsVo.Occupation; } if (werpMFUploadsVo.Qualification != "") { customerVo.Qualification = werpMFUploadsVo.Qualification; } //customerVo.MarriageDate if (werpMFUploadsVo.MaritalStatus != "") { customerVo.MaritalStatus = werpMFUploadsVo.MaritalStatus; } if (werpMFUploadsVo.Nationality != "") { customerVo.Nationality = werpMFUploadsVo.Nationality; } customerVo.RBIRefNum = werpMFUploadsVo.RBIRefNum; if (werpMFUploadsVo.RBIApprovalDate == "") { customerVo.RBIApprovalDate = DateTime.Parse(dt.ToString()); } else { customerVo.RBIApprovalDate = DateTime.Parse(werpMFUploadsVo.RBIApprovalDate.ToString()); } customerVo.CompanyName = werpMFUploadsVo.CompanyName; customerVo.OfcAdrLine1 = werpMFUploadsVo.OfcAddress1; customerVo.OfcAdrLine2 = werpMFUploadsVo.OfcAddress2; customerVo.OfcAdrLine3 = werpMFUploadsVo.OfcAddress3; if (werpMFUploadsVo.OfcAddressPincode == "") { customerVo.OfcAdrPinCode = 0; } else { customerVo.OfcAdrPinCode = Int32.Parse(werpMFUploadsVo.OfcAddressPincode); } customerVo.OfcAdrState = werpMFUploadsVo.State; customerVo.OfcAdrCity = werpMFUploadsVo.OfcAddressCity; customerVo.OfcAdrCountry = werpMFUploadsVo.OfcAddressCountry; if (werpMFUploadsVo.RegistrationDate == "") { customerVo.RegistrationDate = DateTime.Parse(dt.ToString()); } else { customerVo.RegistrationDate = DateTime.Parse(werpMFUploadsVo.RegistrationDate.ToString()); } if (werpMFUploadsVo.CommencementDate == "") { customerVo.CommencementDate = DateTime.Parse(dt.ToString()); } else { customerVo.CommencementDate = DateTime.Parse(werpMFUploadsVo.CommencementDate.ToString()); } customerVo.RegistrationPlace = werpMFUploadsVo.RegistrationPlace; customerVo.RegistrationNum = werpMFUploadsVo.ResPhoneNum; customerVo.CompanyWebsite = werpMFUploadsVo.CompanyWebsite; customerVo.LoginId = werpMFUploadsVo.Email; customerVo.Password = id.Next(10000, 99999).ToString(); //************************************************************************** //Office phone number lenPhoneNum = werpMFUploadsVo.OfcPhoneNum.Length; if (lenPhoneNum >= 8) { offPhoneNum = werpMFUploadsVo.OfcPhoneNum.Substring(lenPhoneNum - 8, 8); if (lenPhoneNum >= 11) { offStdCode = werpMFUploadsVo.OfcPhoneNum.Substring(lenPhoneNum - 11, 3); if (lenPhoneNum >= 12) { offIsdCode = werpMFUploadsVo.OfcPhoneNum.Substring(0, lenPhoneNum - 11); } } else { offStdCode = werpMFUploadsVo.OfcPhoneNum.Substring(0, lenPhoneNum - 8); } } else { offPhoneNum = werpMFUploadsVo.OfcPhoneNum; } if (offIsdCode != "") { customerVo.OfcISDCode = Int32.Parse(offIsdCode); } else { customerVo.OfcISDCode = 0; } if (offStdCode != "") { customerVo.OfcSTDCode = Int32.Parse(offStdCode); } else { customerVo.OfcSTDCode = 0; } if (offPhoneNum != "") { customerVo.OfcPhoneNum = Int32.Parse(offPhoneNum); } else { customerVo.OfcPhoneNum = 0; } //************************************************************************** //residence phone number lenPhoneNum = werpMFUploadsVo.ResPhoneNum.Length; if (lenPhoneNum >= 8) { resPhoneNum = werpMFUploadsVo.ResPhoneNum.Substring(lenPhoneNum - 8, 8); if (lenPhoneNum >= 11) { resStdCode = werpMFUploadsVo.ResPhoneNum.Substring(lenPhoneNum - 11, 3); if (lenPhoneNum >= 12) { resIsdCode = werpMFUploadsVo.ResPhoneNum.Substring(0, lenPhoneNum - 11); } } else { resStdCode = werpMFUploadsVo.ResPhoneNum.Substring(0, lenPhoneNum - 8); } } else { resPhoneNum = werpMFUploadsVo.ResPhoneNum; } if (resIsdCode != "") { customerVo.ResISDCode = Int32.Parse(resIsdCode); } else { customerVo.ResISDCode = 0; } if (resStdCode != "") { customerVo.ResSTDCode = Int32.Parse(resStdCode); } else { customerVo.ResSTDCode = 0; } if (resPhoneNum != "") { customerVo.ResPhoneNum = Int32.Parse(resPhoneNum); } else { customerVo.ResPhoneNum = 0; } //************************************************************************** //************************************************************************** //Fax residence lenFaxNum = werpMFUploadsVo.Fax.Length; if (lenFaxNum >= 8) { resFaxNum = werpMFUploadsVo.Fax.Substring(lenFaxNum - 8, 8); if (lenFaxNum >= 11) { resFaxStdCode = werpMFUploadsVo.Fax.Substring(lenFaxNum - 11, 3); if (lenFaxNum >= 12) { resFaxIsdCode = werpMFUploadsVo.Fax.Substring(0, lenFaxNum - 11); } } else { resFaxStdCode = werpMFUploadsVo.Fax.Substring(0, lenFaxNum - 8); } } else { resFaxNum = werpMFUploadsVo.Fax; } if (resFaxIsdCode != "") { customerVo.ISDFax = Int32.Parse(resFaxIsdCode); } else { customerVo.ISDFax = 0; } if (resFaxStdCode != "") { customerVo.STDFax = Int32.Parse(resFaxStdCode); } else { customerVo.STDFax = 0; } if (resFaxNum != "") { customerVo.Fax = Int32.Parse(resFaxNum); } else { customerVo.Fax = 0; } //************************************************************************** //Fax Office lenFaxNum = werpMFUploadsVo.OfcFax.Length; if (lenFaxNum >= 8) { offFaxNum = werpMFUploadsVo.OfcFax.Substring(lenFaxNum - 8, 8); if (lenFaxNum >= 11) { offFaxStdCode = werpMFUploadsVo.OfcFax.Substring(lenFaxNum - 11, 3); if (lenFaxNum >= 12) { offFaxIsdCode = werpMFUploadsVo.OfcFax.Substring(0, lenFaxNum - 11); } } else { offFaxStdCode = werpMFUploadsVo.OfcFax.Substring(0, lenFaxNum - 8); } } else { offFaxNum = werpMFUploadsVo.OfcFax; } if (offFaxIsdCode != "") { customerVo.OfcISDFax = Int32.Parse(offFaxIsdCode); } else { customerVo.OfcISDFax = 0; } if (offFaxStdCode != "") { customerVo.OfcSTDFax = Int32.Parse(offFaxStdCode); } else { customerVo.OfcSTDFax = 0; } if (offFaxNum != "") { customerVo.OfcFax = Int32.Parse(offFaxNum); } else { customerVo.OfcFax = 0; } //customerId2 = customerBo.CreateCustomer(customerVo, rmId, userId); //customerPortfolioVo.CustomerId = customerId2; customerPortfolioVo.IsMainPortfolio = 1; customerPortfolioVo.PortfolioTypeCode = "RGL"; customerPortfolioVo.PortfolioName = "MyPortfolio"; //PortfolioBo.CreateCustomerPortfolio(customerPortfolioVo, userId); customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, userId); countCustCreated++; } UpdateWerpMFProfileStagingIsCustomerNew(adviserId, processId); //*****New Folios Upload from CAMS***** getNewFoliosDs = GetWerpMFProfileNewFolios(processId); getNewFoliosDt = getNewFoliosDs.Tables[0]; foreach (DataRow dr in getNewFoliosDt.Rows) { customerAccountsVo.AccountNum = dr["CMFXPS_FolioNum"].ToString(); customerAccountsVo.PortfolioId = Int32.Parse(dr["CP_PortfolioId"].ToString()); customerAccountsVo.AssetClass = "MF"; customerAccountsVo.AMCCode = Int32.Parse(dr["PA_AMCCode"].ToString()); customerAccountBo.CreateCustomerMFAccount(customerAccountsVo, userId); countFolioCreated++; } UpdateWerpMFProfileStagingIsFolioNew(processId); IsProcessComplete = true; } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "WerpMFUploadsBo.cs:WerpMFInsertCustomerDetails()"); object[] objects = new object[3]; objects[0] = adviserId; objects[1] = processId; objects[2] = rmId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } return(IsProcessComplete); }
public List <WerpMFUploadsVo> GetWerpMFProfNewCustomers(int processId) { List <WerpMFUploadsVo> uploadsCustomerList = new List <WerpMFUploadsVo>(); WerpMFUploadsVo WerpMFUploadsVo; Database db; DbCommand getNewCustomersCmd; DataSet getNewCustomersDs; try { db = DatabaseFactory.CreateDatabase("wealtherp"); getNewCustomersCmd = db.GetStoredProcCommand("SP_UploadGetNewCustomersWerpMFProf"); db.AddInParameter(getNewCustomersCmd, "@processId", DbType.Int32, processId); getNewCustomersDs = db.ExecuteDataSet(getNewCustomersCmd); //dr = getNewCustomersDs.Tables[0].Rows[0]; foreach (DataRow dr in getNewCustomersDs.Tables[0].Rows) { WerpMFUploadsVo = new WerpMFUploadsVo(); WerpMFUploadsVo.FirstName = dr["CMFXPS_FirstName"].ToString(); WerpMFUploadsVo.MiddleName = dr["CMFXPS_MiddleName"].ToString(); WerpMFUploadsVo.LastName = dr["CMFXPS_LastName"].ToString(); WerpMFUploadsVo.Gender = dr["CMFXPS_Gender"].ToString(); WerpMFUploadsVo.DOB = dr["CMFXPS_DOB"].ToString(); WerpMFUploadsVo.Type = dr["CMFXPS_Type"].ToString(); WerpMFUploadsVo.SubType = dr["CMFXPS_SubType"].ToString(); WerpMFUploadsVo.Salutation = dr["CMFXPS_Salutation"].ToString(); WerpMFUploadsVo.PanNumber = dr["CMFXPS_PANNum"].ToString(); WerpMFUploadsVo.Address1 = dr["CMFXPS_Adr1Line1"].ToString(); WerpMFUploadsVo.Address2 = dr["CMFXPS_Adr1Line2"].ToString(); WerpMFUploadsVo.Address3 = dr["CMFXPS_Adr1Line3"].ToString(); WerpMFUploadsVo.City = dr["CMFXPS_Adr1City"].ToString(); WerpMFUploadsVo.Pincode = dr["CMFXPS_Adr1PinCode"].ToString(); WerpMFUploadsVo.State = dr["CMFXPS_Adr1State"].ToString(); WerpMFUploadsVo.Country = dr["CMFXPS_Adr1Country"].ToString(); WerpMFUploadsVo.Address2Line1 = dr["CMFXPS_Adr2Line1"].ToString(); WerpMFUploadsVo.Address2Line2 = dr["CMFXPS_Adr2Line2"].ToString(); WerpMFUploadsVo.Address2Line3 = dr["CMFXPS_Adr2Line3"].ToString(); WerpMFUploadsVo.Address2City = dr["CMFXPS_Adr2City"].ToString(); WerpMFUploadsVo.Address2Pincode = dr["CMFXPS_Adr2PinCode"].ToString(); WerpMFUploadsVo.Address2State = dr["CMFXPS_Adr2State"].ToString(); WerpMFUploadsVo.Address2Country = dr["CMFXPS_Adr2Country"].ToString(); WerpMFUploadsVo.ResISDCode = dr["CMFXPS_ResISDCode"].ToString(); WerpMFUploadsVo.ResSTDCode = dr["CMFXPS_ResSTDCode"].ToString(); WerpMFUploadsVo.ResPhoneNum = dr["CMFXPS_ResPhoneNum"].ToString(); WerpMFUploadsVo.OfcISDCode = dr["CMFXPS_OfcISDCode"].ToString(); WerpMFUploadsVo.OfcSTDCode = dr["CMFXPS_OfcSTDCode"].ToString(); WerpMFUploadsVo.OfcPhoneNum = dr["CMFXPS_OfcPhoneNum"].ToString(); WerpMFUploadsVo.Email = dr["CMFXPS_Email"].ToString(); WerpMFUploadsVo.AltEmail = dr["CMFXPS_AltEmail"].ToString(); WerpMFUploadsVo.Mobile1 = dr["CMFXPS_Mobile1"].ToString(); WerpMFUploadsVo.Mobile2 = dr["CMFXPS_Mobile2"].ToString(); WerpMFUploadsVo.FaxISD = dr["CMFXPS_ISDFax"].ToString(); WerpMFUploadsVo.FaxSTD = dr["CMFXPS_STDFax"].ToString(); WerpMFUploadsVo.Fax = dr["CMFXPS_Fax"].ToString(); WerpMFUploadsVo.OfcFax = dr["CMFXPS_OfcFax"].ToString(); WerpMFUploadsVo.OfcFaxISD = dr["CMFXPS_OfcFaxISD"].ToString(); WerpMFUploadsVo.OfcFaxSTD = dr["CMFXPS_OfcFaxSTD"].ToString(); WerpMFUploadsVo.Occupation = dr["CMFXPS_Occupation"].ToString(); WerpMFUploadsVo.Qualification = dr["CMFXPS_Qualification"].ToString(); WerpMFUploadsVo.MarriageDate = dr["CMFXPS_MarriageDate"].ToString(); WerpMFUploadsVo.MaritalStatus = dr["CMFXPS_MaritalStatus"].ToString(); WerpMFUploadsVo.Nationality = dr["CMFXPS_Nationality"].ToString(); WerpMFUploadsVo.RBIRefNum = dr["CMFXPS_RBIRefNum"].ToString(); WerpMFUploadsVo.RBIApprovalDate = dr["CMFXPS_RBIApprovalDate"].ToString(); WerpMFUploadsVo.CompanyName = dr["CMFXPS_CompanyName"].ToString(); WerpMFUploadsVo.OfcAddress1 = dr["CMFXPS_OfcAdrLine1"].ToString(); WerpMFUploadsVo.OfcAddress2 = dr["CMFXPS_OfcAdrLine2"].ToString(); WerpMFUploadsVo.OfcAddress3 = dr["CMFXPS_OfcAdrLine3"].ToString(); WerpMFUploadsVo.OfcAddressPincode = dr["CMFXPS_OfcAdrPinCode"].ToString(); WerpMFUploadsVo.OfcAddressCity = dr["CMFXPS_OfcAdrCity"].ToString(); WerpMFUploadsVo.OfcAddressState = dr["CMFXPS_OfcAdrState"].ToString(); WerpMFUploadsVo.OfcAddressCountry = dr["CMFXPS_OfcAdrCountry"].ToString(); WerpMFUploadsVo.RegistrationDate = dr["CMFXPS_RegistrationDate"].ToString(); WerpMFUploadsVo.CommencementDate = dr["CMFXPS_CommencementDate"].ToString(); WerpMFUploadsVo.RegistrationPlace = dr["CMFXPS_RegistrationPlace"].ToString(); WerpMFUploadsVo.RegistrationNum = dr["CMFXPS_RegistrationNum"].ToString(); WerpMFUploadsVo.CompanyWebsite = dr["CMFXPS_CompanyWebsite"].ToString(); //WerpMFUploadsVo.BankName = dr["CMFXPS_BankName"].ToString(); //WerpMFUploadsVo.AccountType = dr["CMFXPS_AccountType"].ToString(); //WerpMFUploadsVo.AccountNum = dr["CMFXPS_AccountNum"].ToString(); //WerpMFUploadsVo.BankModeOfOperation = dr["CMFXPS_BankModeOfOperation"].ToString(); //WerpMFUploadsVo.BranchName = dr["CMFXPS_BranchName"].ToString(); //WerpMFUploadsVo.BranchAddress1 = dr["CMFXPS_BranchAdrLine1"].ToString(); //WerpMFUploadsVo.BranchAddress2 = dr["CMFXPS_BranchAdrLine2"].ToString(); //WerpMFUploadsVo.BranchAddress3 = dr["CMFXPS_BranchAdrLine3"].ToString(); //WerpMFUploadsVo.BranchAddressPincode = dr["CMFXPS_BranchAdrPinCode"].ToString(); //WerpMFUploadsVo.BranchAddressCity = dr["CMFXPS_BranchAdrCity"].ToString(); //WerpMFUploadsVo.BranchAddressState = dr["CMFXPS_BranchAdrState"].ToString(); //WerpMFUploadsVo.BranchAddressCountry = dr["CMFXPS_BranchAdrCountry"].ToString(); //WerpMFUploadsVo.MICR = dr["CMFXPS_MICR"].ToString(); //WerpMFUploadsVo.IFSC = dr["CMFXPS_IFSC"].ToString(); //WerpMFUploadsVo.FolioNum = dr["CMFXPS_FolioNum"].ToString(); //WerpMFUploadsVo.AccountOpeningDate = dr["CMFXPS_AccountOpeningDate"].ToString(); //WerpMFUploadsVo.FolioModeOfOperating = dr["CMFXPS_FolioModeOfOperating"].ToString(); uploadsCustomerList.Add(WerpMFUploadsVo); } } catch (BaseApplicationException Ex) { throw Ex; } catch (Exception Ex) { BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex); NameValueCollection FunctionInfo = new NameValueCollection(); FunctionInfo.Add("Method", "WerpMFUploadsDao.cs:GetWerpMFProfNewCustomers()"); object[] objects = new object[1]; objects[0] = processId; FunctionInfo = exBase.AddObject(FunctionInfo, objects); exBase.AdditionalInformation = FunctionInfo; ExceptionManager.Publish(exBase); throw exBase; } return(uploadsCustomerList); }