public List <ClientView> getAllAdviserClientsForGroup(ClientAccountCreationBindingModel clientGroupNumber)
{
var clientGroup = edisRepo.getClientGroupByGroupId(clientGroupNumber.clientGroup); //Add this statement .............
var clientList = edisRepo.GetClientsForGroupSync(clientGroup.ClientGroupNumber, DateTime.Now);
List <ClientView> clients = new List <ClientView>();
foreach (var client in clientList)
{
if (client.ClientType == "person")
{
clients.Add(new ClientView
{
id = client.Id,
name = client.FirstName + " " + client.LastName,
});
}
else
{
clients.Add(new ClientView
{
id = client.Id,
name = client.EntityName,
});
}
}
return(clients);
}
public List <AccountView> getAllCertainGroupAllAssociatedAccount(ClientAccountCreationBindingModel ClientGroupID)
{
ClientGroup clientGroup = edisRepo.getClientGroupByGroupId(ClientGroupID.clientGroup);
List <GroupAccount> accounts = edisRepo.GetAccountsForClientGroupSync(clientGroup.ClientGroupNumber, DateTime.Now);
List <ClientAccount> clientAccounts = new List <ClientAccount>();
clientGroup.GetClientsSync().ForEach(c => clientAccounts.AddRange(c.GetAccountsSync()));
List <AccountView> result = new List <AccountView>();
accounts.ForEach(a => result.Add(new AccountView {
id = a.Id, name = a.AccountNameOrInfo, accountCatagory = AccountCatergories.GroupAccount.ToString()
}));
clientAccounts.ForEach(a => result.Add(new AccountView {
id = a.Id, name = a.AccountNameOrInfo, accountCatagory = AccountCatergories.ClientAccount.ToString()
}));
//var ClientGroupId = ClientGroupID.clientGroup;
////Here we retrieve the group account then add to the result
//List<GroupAccount> accounts = edisRepo.GetAccountsForClientGroupByIdSync(ClientGroupId, DateTime.Now);
//foreach (var groupAccount in accounts) {
// result.Add(new AccountView {
// id = groupAccount.Id,
// name = groupAccount.AccountNameOrInfo
// });
//}
////then we get all the clients' accounts
//ClientGroup clientGroup = edisRepo.getClientGroupByGroupId(ClientGroupId);
//List<ClientAccount> clientAccounts = new List<ClientAccount>();
//clientGroup.GetClientsSync().ForEach(c => clientAccounts.AddRange(c.GetAccountsSync()));
////add to the result
//foreach (var clientAccount in clientAccounts) {
// result.Add(new AccountView {
// id = clientAccount.Id,
// name = clientAccount.AccountNameOrInfo
// });
//}
return(result);
}
public void createClientGroupAccount(ClientAccountCreationBindingModel model)
{
edisRepo.CreateNewClientGroupAccountSync(model.clientGroup, model.accountName, model.accountType, model.marginLenderId);
}