//
// GET: /AgregInitialiseRevenus/
public string Index()
{
try
{
using (UpsilabEntities context = new UpsilabEntities())
{
// liste CustomerProspect
List<CustomerProspect> customers = CustomerProspectBL.GetCustomerProspectList(context);
Report report = null;
Report reportValues = null;
Guid idClient = Guid.Empty;
List<ReportOptionAttributeValue> listeReportImmoJouissance = null;
List<ReportOptionAttributeValue> listeReportImmoRapport = null;
List<ReportOptionAttributeValue> listeReportProfessionnel = null;
//boucle sur les clients
Guid currentAgregClientId = Guid.Empty;
foreach (CustomerProspect cp in customers)
{
//teste si client existe dans agreg si non on ajoute et maj customer -- ou ne rien faire
currentAgregClientId = cp.idAgregClient.HasValue ? cp.idAgregClient.Value : Guid.Empty;
if (!cp.idAgregClient.HasValue)
{
ag_upsideo_client agregClientToAdd = new ag_upsideo_client()
{
idclient = Guid.NewGuid(),
idcgp = cp.User1.idAgregCGP.Value,
nomclient = cp.User.UserName,
prenomclient = cp.User.UserFirstName,
adr = cp.Adress,
cp = cp.ZipCode,
ville = cp.City,
titre = cp.Title,
ddn = DateTime.Now,
deleted = "n"
};
context.ag_upsideo_client.AddObject(agregClientToAdd);
cp.idAgregClient = agregClientToAdd.idclient;
currentAgregClientId = agregClientToAdd.idclient;
}
//------------------
//Fournisseur de l'actif : comme il s'agit de données provenant du "Recueil/LAB", mettre "UPSIDEO" comme fournisseur fictif (pour chaque cabinet / etablissement)
//Get fournisseur
Guid idAgregCabinet = cp.FirmInstitution.ag_upsideo_cabinet.idcrmcabinet;
ag_upsideo_fournisseur agregFournisseur = context.ag_upsideo_fournisseur.Where(f => f.idcrmcabinet == cp.FirmInstitution.ag_upsideo_cabinet.idcrmcabinet
&& f.nomfournisseur == Business.Agreg.agupsideocompteBL.FournisseurUpsideo).FirstOrDefault();
if (agregFournisseur == null)
{
agregFournisseur = new ag_upsideo_fournisseur()
{
idcrmcabinet = idAgregCabinet,
nomfournisseur = Business.Agreg.agupsideocompteBL.FournisseurUpsideo,
cleAgreg = Business.Agreg.agupsideocompteBL.FournisseurUpsideo.ToLower(),
deleted = "n",
};
//TODO : to delete : normalement à faire lors de la souscription mais garder ce code pour test
//Insertion fournisseur avec un autre contexte
using (UpsilabEntities dbTemp = new UpsilabEntities())
{
dbTemp.ag_upsideo_fournisseur.AddObject(agregFournisseur);
dbTemp.SaveChanges();
}
}
//------------------
// obtenir le dernier repport pour chaque client (customerprospect)
report = new Report();
report = ReportBL.GetLatestReportByIdCustomerProspect(cp.idCustomer);
if (report != null)
{
//obtenir les donnés de report
reportValues = new Report();
reportValues = ReportBL.GetReportWithValues(report.idReport);
//obtenir ReportOptionAttributeValue
// idOptionAttribute = 204 (1. Immobilier de jouissance (résidence principale, résidence secondaire, terrain à bâtir ou non, etc.)
// idOptionAttribute = 205 (2. Immobilier de rapport (location, SICAFI, SIR, certificats immobiliers, sociétés immobilières, etc.)
// idOptionAttribute = 206 (c) Patrimoine professionnel (parts sociales, clientèle, fonds de commerce), compte courant, compte d’associé)
listeReportImmoJouissance = new List<ReportOptionAttributeValue>();
listeReportImmoRapport = new List<ReportOptionAttributeValue>();
listeReportProfessionnel = new List<ReportOptionAttributeValue>();
if (reportValues.ReportOptionAttributeValue != null && reportValues.ReportOptionAttributeValue.Count > 0)
{
listeReportImmoJouissance = reportValues.ReportOptionAttributeValue.Where(r => r.idOptionAttribute == 204).ToList();
listeReportImmoRapport = reportValues.ReportOptionAttributeValue.Where(r => r.idOptionAttribute == 205).ToList();
listeReportProfessionnel = reportValues.ReportOptionAttributeValue.Where(r => r.idOptionAttribute == 206).ToList();
dynamic customData = null;
string numcompteFictif = string.Empty;
int ligneImmoJ = 0;
int ligneImmoR = 0;
int lignePro = 0;
foreach (ReportOptionAttributeValue roav in listeReportImmoJouissance)
{
//les valeur dans receuil lab
customData = roav.CustomObjectValue;
//clé de maj pour les revenus dans la table ag_upsideo_compte
numcompteFictif = string.Format("{0}_{1}", roav.idOptionAttribute.ToString(), ligneImmoJ.ToString());
//pour tester les revenus
if (customData.Values["Description"] != null && customData.Values["Description"] != "")
{
//teste si existe déjà (maj) si no new
ag_upsideo_compte currentCompte = context.ag_upsideo_compte.Where(c => c.idclient == currentAgregClientId && c.numcompte == numcompteFictif).FirstOrDefault();
//update
if (currentCompte != null)
{
currentCompte.designation = customData.Values["Description"];
currentCompte.dateacquisition = customData.Values["AcquisitionDate"] != "" ? Convert.ToDateTime(customData.Values["AcquisitionDate"]) : null;
currentCompte.valeuracquisition = customData.Values["AcquisitionValue"] != "" ? Convert.ToDouble(customData.Values["AcquisitionValue"]) : null;
currentCompte.totalcompte = customData.Values["CurrentValue"] != "" ? Convert.ToDouble(customData.Values["CurrentValue"]) : null;
currentCompte.idfrontfournisseur = agregFournisseur.idfrontfournisseur;
currentCompte.type = "n"; //non gere
}
//new
else
{
currentCompte = new ag_upsideo_compte()
{
idclient = currentAgregClientId,
idcgp = cp.User1.idAgregCGP.Value,
idfrontfournisseur = agregFournisseur.idfrontfournisseur,
numcompte = numcompteFictif,
typecontrat = "bien immobilier",
deleted = "n",
designation = customData.Values["Description"],
dateacquisition = customData.Values["AcquisitionDate"] != "" ? Convert.ToDateTime(customData.Values["AcquisitionDate"]) : null,
valeuracquisition = customData.Values["AcquisitionValue"] != "" ? Convert.ToDouble(customData.Values["AcquisitionValue"]) : null,
totalcompte = customData.Values["CurrentValue"] != "" ? Convert.ToDouble(customData.Values["CurrentValue"]) : null,
type = "n", //non gere
};
context.ag_upsideo_compte.AddObject(currentCompte);
}
}
ligneImmoJ = ligneImmoJ + 1;
}
foreach (ReportOptionAttributeValue roav in listeReportImmoRapport)
{
customData = roav.CustomObjectValue;
numcompteFictif = string.Format("{0}_{1}", roav.idOptionAttribute.ToString(), ligneImmoR.ToString());
//pour tester les revenus
if (customData.Values["Description"] != null && customData.Values["Description"] != "")
{
//teste si existe déjà (maj) si no new
ag_upsideo_compte currentCompte = context.ag_upsideo_compte.Where(c => c.idclient == currentAgregClientId && c.numcompte == numcompteFictif).FirstOrDefault();
if (currentCompte != null)
{
currentCompte.designation = customData.Values["Description"];
currentCompte.dateacquisition = customData.Values["AcquisitionDate"] != "" ? Convert.ToDateTime(customData.Values["AcquisitionDate"]) : null;
currentCompte.valeuracquisition = customData.Values["AcquisitionValue"] != "" ? Convert.ToDouble(customData.Values["AcquisitionValue"]) : null;
currentCompte.totalcompte = customData.Values["CurrentValue"] != "" ? Convert.ToDouble(customData.Values["CurrentValue"]) : null;
currentCompte.idfrontfournisseur = agregFournisseur.idfrontfournisseur;
currentCompte.type = "n"; //non gere
}
else
{
currentCompte = new ag_upsideo_compte()
{
idclient = currentAgregClientId,
idcgp = cp.User1.idAgregCGP.Value,
idfrontfournisseur = agregFournisseur.idfrontfournisseur,
numcompte = numcompteFictif,
typecontrat = "bien immobilier",
deleted = "n",
designation = customData.Values["Description"],
dateacquisition = customData.Values["AcquisitionDate"] != "" ? Convert.ToDateTime(customData.Values["AcquisitionDate"]) : null,
valeuracquisition = customData.Values["AcquisitionValue"] != "" ? Convert.ToDouble(customData.Values["AcquisitionValue"]) : null,
totalcompte = customData.Values["CurrentValue"] != "" ? Convert.ToDouble(customData.Values["CurrentValue"]) : null,
type = "n", //non gere
};
context.ag_upsideo_compte.AddObject(currentCompte);
}
}
ligneImmoR = ligneImmoR + 1;
}
foreach (ReportOptionAttributeValue roav in listeReportProfessionnel)
{
customData = roav.CustomObjectValue;
numcompteFictif = string.Format("{0}_{1}", roav.idOptionAttribute.ToString(), lignePro.ToString());
//pour tester les revenus
if (customData.Values["Description"] != null && customData.Values["Description"] != "")
{
double capital = 0;
double.TryParse(customData.Values["OwnedCapital"], out capital);
//teste si existe déjà (maj) si no new
ag_upsideo_compte currentCompte = context.ag_upsideo_compte.Where(c => c.idclient == currentAgregClientId && c.numcompte == numcompteFictif).FirstOrDefault();
if (currentCompte != null)
{
currentCompte.designation = customData.Values["Description"];
currentCompte.totalcompte = customData.Values["OwnedCapital"] != "" ? capital : (double?)null;
currentCompte.idfrontfournisseur = agregFournisseur.idfrontfournisseur;
currentCompte.type = "n"; //non gere
}
else
{
currentCompte = new ag_upsideo_compte()
{
idclient = currentAgregClientId,
idcgp = cp.User1.idAgregCGP.Value,
idfrontfournisseur = agregFournisseur.idfrontfournisseur,
numcompte = numcompteFictif,
typecontrat = "professionels",
deleted = "n",
designation = customData.Values["Description"],
totalcompte = customData.Values["OwnedCapital"] != "" ? capital : (double?)null,
type = "n", //non gere
};
context.ag_upsideo_compte.AddObject(currentCompte);
}
}
lignePro = lignePro + 1;
}
}
}
}
context.SaveChanges();
}
}
catch (Exception ex)
{
Upsilab.Business.Log.Log.AppendException(ex);
return "Erreur : " + ex.Message;
}
return "OK";
}
private string BuildSignatureLog(Report report)
{
string signatureLog = string.Empty;
//Conseiller name
string userAdviserName = string.Empty;
if (report.User != null)
{
userAdviserName = report.User.EntireName + "<br />";
}
if (report.Status == ReportBL.Status.InProgress.ToString())
{
signatureLog = string.Empty;
}
else if (report.Status == ReportBL.Status.WaitingForAdviserSignature.ToString())
{
//If not signed by adviser
if (!report.SignedByCustomer)
{
signatureLog = string.Format("<li>{1}<br />{0}</li>", userAdviserName, languageDataSignature.GetContent("attente_sign_conseiller"));
}
else
{
//Already signed by the client
signatureLog = string.Format(@"<li>{3}<br />{4} {0}</li>
<li>{2}<br />{1}</li>", report.DateCustomerSignature.Value.ToShortDateString(), userAdviserName, languageDataSignature.GetContent("attente_sign_conseiller"), languageDataSignature.GetContent("signe_par_client"), languageDataSignature.GetContent("le"));
}
}
else if (report.Status == ReportBL.Status.WaitingForClientSignature.ToString())
{
//If not signed by adviser
if (!report.SignedByAdviser)
{
signatureLog = string.Format(@"<li>{0}</li>", languageDataSignature.GetContent("attente_sign_client"));
}
else
{
signatureLog = string.Format(@"<li>{3}<br />{0}{4} {1}</li>
<li>{2}</li>", userAdviserName, report.DateAdviserSignature.Value.ToShortDateString(), languageDataSignature.GetContent("attente_sign_client"), languageDataSignature.GetContent("signe_par_conseiller"), languageDataSignature.GetContent("le"));
}
//Relance email
if (!string.IsNullOrEmpty(report.DatesSendReminderEmail))
{
signatureLog += string.Format("{0}<br />{1}", _languageDataSideBar.GetContent("reminder_email_sent_on"), report.DatesSendReminderEmail.Replace(";", "<br />"));
}
}
else if (report.Status == ReportBL.Status.WaitingForClientUpdate.ToString())
{
signatureLog = string.Format(@"<li>{0}</li>", languageDataSignature.GetContent("attente_info_sign_client"));
}
else if (report.Status == ReportBL.Status.Completed.ToString())
{
//Case signed manually
if (!report.DateAdviserSignature.HasValue)
{
signatureLog = string.Format(@"<li>{0}</li>", languageDataSignature.GetContent("signe_manu_conseiller_client"));
}
else
{
string adviserText = string.Format(@"<li>{2}<br />{0}{3} {1}</li>", userAdviserName, report.DateAdviserSignature.Value.ToShortDateString(), languageDataSignature.GetContent("signe_par_conseiller"), languageDataSignature.GetContent("le"));
string clientText = string.Format(@"<li>{1}<br />{2} {0}</li>", report.DateCustomerSignature.Value.ToShortDateString(), languageDataSignature.GetContent("signe_par_client"), languageDataSignature.GetContent("le"));
if (DateTime.Compare(report.DateAdviserSignature.Value, report.DateCustomerSignature.Value) < 0) //Conseille signe en premier
{
signatureLog = string.Concat(adviserText, clientText);
}
else
{
signatureLog = string.Concat(clientText, adviserText);
}
}
}
return signatureLog;
}
private Report CopyLatestReport(Report latestReport)
{
Report report = new Report()
{
idReport = Business.Utility.GuidHelper.GenerateGuid(),
idCustomerProspect = latestReport.idCustomerProspect,
DateCreated = DateTime.Now,
DateUpdated = DateTime.Now, //needed in orderbydescending dateupdated (case get latest report) ?
IsOriginal = true,
Status = ReportBL.Status.InProgress.ToString(),
};
try
{
//Create report
report = ReportBL.CreateReport(report);
//Copy values : get latest and copy them to new report
List<ReportOptionValue> reportOptionValues = ReportOptionBL.GetOptionValuesByIdReport(latestReport.idReport);
ReportOptionBL.SaveReportOptionValues(report, reportOptionValues);
}
catch (Exception ex)
{
Business.Log.Log.AppendException(ex);
}
return report;
}
/// <summary>
/// Enregistre l'indicateur d'enregistrement en base
/// </summary>
/// <param name="pReport"></param>
/// <param name="pPageName"></param>
public void SaveIndicator(Report pReport, string pPageName)
{
///TODO : Create fields for this.
///AND Show image check in left menu according to these fields in sidebar PM/PP
switch (pPageName)
{
case _Page_TitulairePP:
case _Page_TitulairePM:
pReport.IsTitulaireSaved = true;
break;
case _Page_PersonnePP:
case _Page_PersonnePM:
return;
case _Page_EntretienPP:
case _Page_EntretienPM:
pReport.IsEntretienSaved = true;
break;
case _Page_RevenusPP:
case _Page_RevenusPM:
pReport.IsRevenuSaved = true;
break;
case _Page_CreditsPP:
pReport.IsCreditSaved = true;
break;
case _Page_ChargesPP:
pReport.IsChargesSaved = true;
break;
case _Page_OrientationsPP:
case _Page_OrientationsPM:
pReport.IsOrientationSaved = true;
break;
case _Page_ProfilPP:
case _Page_ProfilPM:
pReport.IsProfilSaved = true;
break;
case _Page_CategorisationPP:
case _Page_CategorisationPM:
pReport.IsCategorisationSaved = true;
break;
}
ReportBL.UpdateReport(pReport);
}
private Report CreateEmptyReport(Guid _idCustomer)
{
Report report = new Report();
report.idCustomerProspect = _idCustomer;
report.DateCreated = DateTime.Now;
report.DateUpdated = DateTime.Now; //needed in orderbydescending dateupdated (case get latest report) ?
report.IsOriginal = true;
report.Status = ReportBL.Status.InProgress.ToString();
//New : create empty report
report.idReport = Business.Utility.GuidHelper.GenerateGuid();
report = ReportBL.CreateReport(report);
return report;
}
