private ApplicationDocumentsModel CreateRecordOfAdvie(RecordOfAdviseModel roa, string firstname,
string lastname, string idnumber, UserModel advisor, RiskProfileModel risk,
AdvisorAdviseModel advise)
{
var data = new Dictionary <string, string>();
var date = DateTime.Today.ToShortDateString();
var nameSurname = $"{firstname} {lastname}";
data["BdaNumber"] = string.Empty;
data["Date_A"] = date;
data["NameSurname_A"] = nameSurname;
data["IdNo"] = idnumber;
data["AdvisorName"] = $"{advisor.FirstName} {advisor.LastName}";
data["AdvisorEmail"] = advisor.Email;
data["AdvisorMobile"] = advisor.MobileNumber;
var advDetails = advisor.BrokerDetails;
data["AdviserAddress"] = $"{advDetails.UnitNo} {advDetails.Complex} " +
$"{advDetails.StreetNo} {advDetails.StreetName} {advDetails.Suburb} " +
$"{advDetails.City}, {advDetails.PostalCode}";
data["Introduction"] = roa.Introduction;
var prodProperties = new List <string>()
{
"ProductName", "RecommendedLumpSum", "AcceptedLumpSum",
"RecommendedRecurringPremium", "AcceptedRecurringPremium", "DeveationReason"
};
foreach (var product in roa.SelectedProducts)
{
data[$"{product.ProductName}_ProductName"] = product.ProductName;
data[$"{product.ProductName}_RecommendedLumpSum"] = product.RecommendedLumpSum > 0 ?
product.RecommendedLumpSum.ToString() : string.Empty;
data[$"{product.ProductName}_AcceptedLumpSum"] = product.AcceptedLumpSum > 0 ?
product.AcceptedLumpSum.ToString() : string.Empty;
data[$"{product.ProductName}_RecommendedRecurringPremium"] = product.RecommendedRecurringPremium > 0 ?
product.RecommendedRecurringPremium.ToString() : string.Empty;;
data[$"{product.ProductName}_AcceptedRecurringPremium"] = product.AcceptedRecurringPremium > 0 ?
product.AcceptedRecurringPremium.ToString() : string.Empty;;
data[$"{product.ProductName}_DeveationReason"] = product.DeveationReason ?? string.Empty;;
}
return(new ApplicationDocumentsModel()
{
DocuemtnData = PopulateDocument("ROA.pdf", data),
DocumentType = DocumentTypesEnum.RecordOfAdvise
});
}
private ApplicationDocumentsModel CreateRiskProfile(RiskProfileModel r, UserModel adviser,
AdvisorAdviseModel advise, string firstName, string lastName, string idNumber)
{
Dictionary <string, string> d = new Dictionary <string, string>();
d["User"] = $"{firstName} {lastName}";
d["IdNo"] = idNumber;
d["Advisor"] = $"{adviser.FirstName ?? string.Empty} {adviser.LastName ?? string.Empty}";
d["Created"] = DateTime.Today.ToShortDateString();
d["Goal"] = r.Goal;
d[r.DerivedProfile] = "X";
d["DerivedProfile"] = r.DerivedProfile;
var agreeStr = r.AgreeWithOutcome == true ? "agree_True" : "agree_False";
if (!r.AgreeWithOutcome)
{
d["Reason"] = r.Reason ?? string.Empty;
}
d["Date"] = DateTime.Today.ToShortDateString();
d[r.InvestmentTerm] = "x";
d[r.RequiredRisk] = "x";
d[r.RiskTolerance] = "x";
d[r.RiskCapacity] = "x";
// advisor notes
d["advisorNotes"] = advise.Notes ?? string.Empty;
return(new ApplicationDocumentsModel()
{
DocuemtnData = PopulateDocument("RiskProfile.pdf", d),
DocumentType = DocumentTypesEnum.RiskProfile
});
}
