public ActionResult CompleteEntityProfile(ClientEntityCompleteProfileBinding model)
{
var userId = User.Identity.GetUserId();
if (userId != model.UserID)
{
ModelState.AddModelError("", "Invalid user id provided");
}
if (ModelState.IsValid)
{
ClientRegistration clientRegistration = new ClientRegistration()
{
ClientNumber = model.UserID,
Address = model.line1 + " " + model.line2 + " " + model.line3 + " " + model.Suburb + " " + model.State + " " + model.Country + " " + model.PostCode,
EntityName = model.EntityName,
EntityType = model.EntityType,
ABN = model.ABN,
ACN = model.ACN,
Phone = model.Phone,
Fax = model.Fax
};
edisRopo.UpdateClientSync(clientRegistration);
#region create risk profile if present
if (model.riskProfile != null)
{
var riskProfile = model.riskProfile;
RiskProfile profile = new RiskProfile {
CapitalLossAttitude = riskProfile.capitalLossAttitude,
ClientID = edisRopo.GetClientSync(model.UserID, DateTime.Now).Id,
Comments = riskProfile.comments,
DateCreated = DateTime.Now,
DateModified = DateTime.Now,
IncomeSource = riskProfile.incomeSource,
InvestmentKnowledge = riskProfile.investmentKnowledge,
InvestmentObjective1 = riskProfile.investmentObjective1,
InvestmentObjective2 = riskProfile.investmentObjective2,
InvestmentObjective3 = riskProfile.investmentObjective3,
InvestmentProfile = riskProfile.investmentProfile,
InvestmentTimeHorizon = riskProfile.investmentTimeHorizon,
LongTermGoal1 = riskProfile.longTermGoal1,
LongTermGoal2 = riskProfile.longTermGoal2,
LongTermGoal3 = riskProfile.longTermGoal3,
MedTermGoal1 = riskProfile.medTermGoal1,
MedTermGoal2 = riskProfile.medTermGoal2,
MedTermGoal3 = riskProfile.medTermGoal3,
RetirementAge = string.IsNullOrEmpty(riskProfile.retirementAge) ? (int?)null : Convert.ToInt32(riskProfile.retirementAge),
RetirementIncome = riskProfile.retirementIncome,
RiskAttitude = riskProfile.riskAttitude,
ShortTermAssetPercent = riskProfile.shortTermAssetPercent,
ShortTermEquityPercent = riskProfile.shortTermEquityPercent,
ShortTermGoal1 = riskProfile.shortTermGoal1,
ShortTermGoal2 = riskProfile.shortTermGoal2,
ShortTermGoal3 = riskProfile.shortTermGoal3,
ShortTermTrading = riskProfile.shortTermTrading,
//riskLevel = (int)RiskLevels.NotSet
};
if (edisRopo.getRiskProfileForClient(edisRopo.GetClientSync(model.UserID, DateTime.Now).Id) != null)
{
edisRopo.UpdateRiskProfile(profile);
}
else
{
edisRopo.CreateRiskProfileForClient(profile);
}
}
#endregion
UserManager.RemoveFromRole(userId, AuthorizationRoles.Role_Preclient);
UserManager.AddToRole(userId, AuthorizationRoles.Role_Client);
//redirect to client dashboard here
//return RedirectToAction("Index", "Client");
//TempData["message"] = "Your profile has been successfully updated";
//return JavaScript("document.location.replace('" + Url.Action("showMessage") + "');");
return(JavaScript("document.location.replace('" + Url.Action("Index", "Client") + "');"));
}
else
{
return(PartialView(model));
}
}
public PartialViewResult CompleteEntityProfile()
{
var userId = User.Identity.GetUserId();
var client = edisRopo.GetClientSync(userId, DateTime.Now);
var riskProfile = edisRopo.getRiskProfileForClient(client.Id);
RiskProfileBindingModel riskModel = null;
if (riskProfile != null)
{
riskModel = new RiskProfileBindingModel {
capitalLossAttitude = riskProfile.CapitalLossAttitude,
clientId = riskProfile.ClientID,
comments = riskProfile.Comments,
incomeSource = riskProfile.IncomeSource,
retirementAge = riskProfile.RetirementAge.ToString(),
riskAttitude = riskProfile.RiskAttitude,
shortTermEquityPercent = riskProfile.ShortTermEquityPercent,
shortTermAssetPercent = riskProfile.ShortTermAssetPercent,
investmentKnowledge = riskProfile.InvestmentKnowledge,
investmentObjective1 = riskProfile.InvestmentObjective1,
investmentObjective2 = riskProfile.InvestmentObjective2,
investmentObjective3 = riskProfile.InvestmentObjective3,
investmentProfile = riskProfile.InvestmentProfile,
investmentTimeHorizon = riskProfile.InvestmentTimeHorizon,
longTermGoal1 = riskProfile.LongTermGoal1,
longTermGoal2 = riskProfile.LongTermGoal2,
longTermGoal3 = riskProfile.LongTermGoal3,
medTermGoal1 = riskProfile.MedTermGoal1,
medTermGoal2 = riskProfile.MedTermGoal2,
medTermGoal3 = riskProfile.MedTermGoal3,
profileId = riskProfile.RiskProfileID,
retirementIncome = riskProfile.RetirementIncome,
shortTermGoal1 = riskProfile.ShortTermGoal1,
shortTermGoal2 = riskProfile.ShortTermGoal2,
shortTermGoal3 = riskProfile.ShortTermGoal3,
shortTermTrading = riskProfile.ShortTermTrading
};
}
ClientEntityCompleteProfileBinding model = new ClientEntityCompleteProfileBinding {
UserID = userId,
EntityName = client.EntityName,
EntityType = client.EntityType,
Phone = client.Phone,
ABN = client.ABN,
ACN = client.ACN,
Fax = client.Fax,
riskProfile = riskModel
};
if (!string.IsNullOrEmpty(client.Address))
{
string[] address = client.Address.Split(' ');
model.PostCode = address[address.Length - 1];
model.Country = address[address.Length - 2];
model.State = address[address.Length - 3];
model.Suburb = address[address.Length - 4];
for (int i = 0; i < address.Length - 4; i++)
{
model.line1 += address[i] + " ";
}
}
return(PartialView(model));
}
