public bool UpdateContact(Contact contact) { int executeResult = _dbWrapper.Execute(cmd => { cmd.CommandText = SqlConstants.UPDATE_CONTACT; DatabaseWrapperHelper.AddInLongParameter(cmd, "INVESTOR_ID", contact.InvestorId); DatabaseWrapperHelper.AddInStringParameter(cmd, "FIRST_NAME", contact.FirstName); DatabaseWrapperHelper.AddInStringParameter(cmd, "MID_INITIAL", contact.MiddleName); DatabaseWrapperHelper.AddInStringParameter(cmd, "LAST_NAME", contact.LastName); //Home and Mail correspondence DatabaseWrapperHelper.AddInStringParameter(cmd, ":EMAIL_ADDR", contact.PersonalEmail); //Home and Mail Address DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_ADDR1", contact.AddressLine1); DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_ADDR2", contact.AddressLine2); DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_CITY", contact.City); DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_STATE", contact.State); DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_POSTAL_CODE", contact.Zip); }, _context.Identity.InstitutionId); if (executeResult > 0) { return(true); } return(false); }
private void SetCommonParameters(IDbCommand cmd, SearchParameters searchParameters) { DatabaseWrapperHelper.AddInLongParameter(cmd, "A_NBROKER_ID", _context.Identity.BrokerId); DatabaseWrapperHelper.AddInIntParameter(cmd, "A_NSTARTROW", searchParameters.StartRow); DatabaseWrapperHelper.AddInIntParameter(cmd, "A_NCOUNT", searchParameters.Count.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_NSORTBYCOL", ""); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VASC_YN", (searchParameters.IsSortAsc) ? "Y" : "N"); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VTOTCNTONLY_YN", "N"); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_SUPPACCT", "Y"); }
public List <Team> GetHouseHoldTeams(string householdId) { List <Team> teamList = new List <Team>(); //get household teams only for backoffice institution if (IsBackOfficeInstitution()) { IEnumerable <IDataRecord> records = _dbWrapper.QueryDataRecord(cmd => { cmd.CommandText = SqlConstants.GET_HOUSEHOLD_TEAMS; DatabaseWrapperHelper.AddInLongParameter(cmd, "hierarchyType", "3"); DatabaseWrapperHelper.AddInLongParameter(cmd, "household_id", householdId); }, _context.Identity.InstitutionId); foreach (var row in records) { Team team = new Team(); team.TeamId = row["TEAM_ID"].ToString(); team.RepCode = row["REP_CODE"].ToString(); team.Name = row["NAME"].ToString(); team.Role = (Team.TeamRole)(Convert.ToInt64(row["TEAM_ROLE_ID"])); team.AssignType = (Team.TeamAssignmentType)(Convert.ToInt64(row["TEAM_ASSIGN_TYPE_ID"])); team.HierarchyType = (Team.TeamHierarchyType)(Convert.ToInt64(row["TEAM_HIERARCHY_TYPE_ID"])); teamList.Add(team); } } if (teamList.Count == 0) { IEnumerable <IDataRecord> records = _dbWrapper.QueryDataRecord(cmd => { cmd.CommandText = SqlConstants.GET_DEFAULT_TEAMS; DatabaseWrapperHelper.AddInLongParameter(cmd, "brokerId", _context.Identity.BrokerId); }, _context.Identity.InstitutionId); foreach (var row in records) { Team team = new Team(); team.Broker_ID = row["BROKER_ID"].ToString(); team.TeamId = row["TEAM_ID"].ToString(); team.RepCode = row["REP_CODE"].ToString(); team.Name = row["NAME"].ToString(); //team.City = row["CITY"].ToString(); //team.State = row["STATE"].ToString(); team.Role = (Team.TeamRole)(Convert.ToInt64(row["TEAM_ROLE_ID"])); team.AssignType = Team.TeamAssignmentType.UserCreated; team.HierarchyType = (Team.TeamHierarchyType)(Convert.ToInt64(row["TEAM_HIERARCHY_TYPE_ID"])); teamList.Add(team); } } return(teamList); }
private List <Team> CalculateListOfTeams(string householdId, List <Team> listOfTeams) { List <Team> lstExistingTeams = new List <Team>(), lstFinalTeams = new List <Team>(); IEnumerable <IDataRecord> records = _dbWrapper.QueryDataRecord(cmd => { cmd.CommandText = SqlConstants.GET_HOUSEHOLD_TeamEntitlement; DatabaseWrapperHelper.AddInLongParameter(cmd, "householdId", householdId); }, _context.Identity.InstitutionId); foreach (var row in records) { Team team = new Team(); team.TeamId = row["TEAM_ID"].ToString(); team.Role = (Team.TeamRole)(Convert.ToInt64(row["TEAM_ROLE_ID"])); team.AssignType = (Team.TeamAssignmentType)(Convert.ToInt64(row["TEAM_ASSIGN_TYPE_ID"])); lstExistingTeams.Add(team); } List <Team> tc = GetParentTeams(listOfTeams); if (tc != null) { foreach (Team t in tc) { listOfTeams.Add(t); } } if (lstExistingTeams == null) { return(listOfTeams); } if (listOfTeams != null) { //need to take care of user created team removed from UI case. foreach (Team oldTeam in lstExistingTeams) { bool isExist = false; foreach (Team newTeam in listOfTeams) { if (newTeam.TeamId == oldTeam.TeamId) { isExist = true; lstFinalTeams.Add(newTeam); break; } } } foreach (Team newTm in listOfTeams) { bool isExist = false; foreach (Team oldTm in lstExistingTeams) { if (oldTm.TeamId == newTm.TeamId) { isExist = true; break; } } if (!isExist) { lstFinalTeams.Add(newTm); } } } return(lstFinalTeams); }
public bool CreateContact(Contact newCt, long householdId) { int investorId = Convert.ToInt32(_dbWrapper.ExecuteScalar(cmd => { cmd.CommandText = SqlConstants.GET_NEXT_SEQUENCE_INVESTORID; }, _context.Identity.InstitutionId)); var executeResult = _dbWrapper.Execute(cmd => { cmd.CommandText = SqlConstants.CREATE_WEB_USER; DatabaseWrapperHelper.AddInLongParameter(cmd, "INVESTOR_ID", investorId.ToString()); DatabaseWrapperHelper.AddInLongParameter(cmd, "INSTITUTION_ID", _context.Identity.InstitutionId); DatabaseWrapperHelper.AddInStringParameter(cmd, "USERNAME", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "PASSWORD", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "PASSWORD_HINT", string.Empty); DatabaseWrapperHelper.AddInDateTimeParameter(cmd, "CREATE_DATE", DateTime.Now.Date); DatabaseWrapperHelper.AddInStringParameter(cmd, "STATUS", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "USER_TYPE_ID", "2"); DatabaseWrapperHelper.AddInStringParameter(cmd, "INSTITUTION_ID_LOGIN", string.Empty); }, _context.Identity.InstitutionId); executeResult = _dbWrapper.Execute(cmd => { cmd.CommandText = SqlConstants.CREATE_WEB_INVESTOR; DatabaseWrapperHelper.AddInLongParameter(cmd, "INVESTOR_ID", investorId.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "PREFIX", String.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "SUFFIX", String.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "FIRST_NAME", newCt.FirstName); DatabaseWrapperHelper.AddInStringParameter(cmd, "MID_INITIAL", newCt.MiddleName); DatabaseWrapperHelper.AddInStringParameter(cmd, "LAST_NAME", newCt.LastName); DatabaseWrapperHelper.AddInStringParameter(cmd, "BIRTHDATE", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "SSN_TIN", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "MARK_DELETED_YN", "N"); DatabaseWrapperHelper.AddInStringParameter(cmd, "GENDER", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "INVESTOR_NUM", investorId.ToString()); DatabaseWrapperHelper.AddInDateTimeParameter(cmd, "CREATE_DATE", DateTime.Now.Date); DatabaseWrapperHelper.AddInDateTimeParameter(cmd, "LAST_ACCESS_DATE", DateTime.Now.Date); DatabaseWrapperHelper.AddInStringParameter(cmd, "MARITAL_STATUS", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "SAME_AS_MAIL_YN", string.Empty); //Home and Mail correspondence DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_PHONE", newCt.HomePhone); DatabaseWrapperHelper.AddInStringParameter(cmd, "FAX", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, ":EMAIL_ADDR", newCt.PersonalEmail); DatabaseWrapperHelper.AddInStringParameter(cmd, ":PHONE_MOBILE", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, ":RELATIONSHIP", string.Empty); //Home and Mail Address DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_ADDR1", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_ADDR2", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_CITY", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_STATE", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_POSTAL_CODE", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "HOME_COUNTRY", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "MAIL_ADDR1", newCt.AddressLine1); DatabaseWrapperHelper.AddInStringParameter(cmd, "MAIL_ADDR2", newCt.AddressLine2); DatabaseWrapperHelper.AddInStringParameter(cmd, "MAIL_CITY", newCt.City); DatabaseWrapperHelper.AddInStringParameter(cmd, "MAIL_STATE", newCt.State); DatabaseWrapperHelper.AddInStringParameter(cmd, "MAIL_POSTAL_CODE", newCt.Zip); DatabaseWrapperHelper.AddInStringParameter(cmd, "MAIL_COUNTRY", newCt.Country); }, _context.Identity.InstitutionId); executeResult = _dbWrapper.Execute(cmd => { cmd.CommandText = SqlConstants.CREATE_HOUSEHOLD_MEMBER; DatabaseWrapperHelper.AddInLongParameter(cmd, "HOUSEHOLD_ID", householdId.ToString()); DatabaseWrapperHelper.AddInLongParameter(cmd, "INVESTOR_ID", investorId.ToString()); DatabaseWrapperHelper.AddInIntParameter(cmd, "RELATIONSHIP_TYPE_ID", ((int)newCt.RelationShipType).ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "DEFAULT_ACCOUNT_ID", string.Empty); }, _context.Identity.InstitutionId); newCt.InvestorId = investorId.ToString(); if (executeResult > 0) { return(true); } return(false); }
public List <ProposalsModel> SearchProposals(ProposalSearchParameters searchParameters) { List <ProfileModelInfo> profileModelInfo; List <string> planIdList = new List <string>(); List <ProposalsModel> proposalList = new List <ProposalsModel>(); IEnumerable <IDataRecord> records = _dbWrapper.QueryDataRecord(cmd => { cmd.CommandType = CommandType.StoredProcedure; if (searchParameters.Searchby == SearchBy.ACCOUNTNUMBER) { cmd.CommandText = "PKG_PG.GETINVPROPOSAL_BY_ACCTNO";//: "PKG_PG.GETPROSPPROPOSAL_BY_ACCTNO"; DatabaseWrapperHelper.AddInLongParameter(cmd, "A_NBROKER_ID", _context.Identity.BrokerId); DatabaseWrapperHelper.AddInIntParameter(cmd, "A_NSTARTROW", "1"); DatabaseWrapperHelper.AddInIntParameter(cmd, "A_NCOUNT", searchParameters.Count.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_NSORTBYCOL", ""); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VASC_YN", "Y"); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VTOTCNTONLY_YN", "N"); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VPLANTYPELIST", "14,15,17"); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VACCTNO", HandleSpecialCharacters(searchParameters.AccountNumber)); DatabaseWrapperHelper.AddOutCursorParameter(cmd, "A_RCPROPOSALLIST"); DatabaseWrapperHelper.AddOutIntParameter(cmd, "A_UTSTATUS"); DatabaseWrapperHelper.AddOutStringParameter(cmd, "A_UTSTATUSMSG", 2000); } else { cmd.CommandText = "PKG_PG.GETINVPROPOSAL"; //"PKG_PG.GETPROSPPROPOSAL" DatabaseWrapperHelper.AddInLongParameter(cmd, "A_NBROKER_ID", _context.Identity.BrokerId); DatabaseWrapperHelper.AddInIntParameter(cmd, "A_NSTARTROW", "1"); DatabaseWrapperHelper.AddInIntParameter(cmd, "A_NCOUNT", searchParameters.Count.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_NSORTBYCOL", ""); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VASC_YN", "Y"); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VTOTCNTONLY_YN", "N"); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VPLANTYPELIST", "14,15,17"); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VLNAME", ConvertSpecialCharacters(searchParameters.LastName)); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VFNAME", ConvertSpecialCharacters(searchParameters.FirstName)); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VSSN_TIN", string.Empty); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VCITY", ""); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VSTATE", ""); DatabaseWrapperHelper.AddInStringParameter(cmd, "A_VZIP", ""); DatabaseWrapperHelper.AddOutCursorParameter(cmd, "A_RCPROPOSALLIST"); DatabaseWrapperHelper.AddOutIntParameter(cmd, "A_UTSTATUS"); DatabaseWrapperHelper.AddOutStringParameter(cmd, "A_UTSTATUSMSG", 2000); } }, _context.Identity.InstitutionId); foreach (var row in records) { ProposalsModel proposal = new ProposalsModel(); proposal.ProposalId = row["PLAN_ID"].ToString(); proposal.ProposalName = (!string.IsNullOrEmpty(row["PLAN_NAME"].ToString())) ? row["PLAN_NAME"].ToString() : string.Empty; proposal.PartyID = row["PARTY_ID"].ToString(); proposal.PartyName = row["PARTY_NAME"].ToString(); proposal.PartyType = row["PARTY_TYPE_NAME"].ToString(); proposal.LastModifiedDate = row["LAST_MODIFIED_DATE"].ToString(); proposal.IsEntitle = row["FULL_ENT"].ToString(); proposal.RowNum = Int32.Parse(row["RN"].ToString()); proposal.PlanTypeId = row["PLAN_TYPE_ID"].ToString(); proposal.ProgramName = row["PROGRAM_NAME"].ToString(); proposal.IsNoPartialEntitlement = row["NO_ENT"].ToString(); proposal.ModelMinorVersion = row["MODEL_MINOR_VERSION"].ToString(); proposalList.Add(proposal); } foreach (ProposalsModel proposals in proposalList) { planIdList.Add(proposals.ProposalId); } profileModelInfo = GetProfileModelData(planIdList); foreach (ProfileModelInfo infoList in profileModelInfo) { int index = proposalList.FindIndex(0, proposalList.Count, proposal => proposal.ProposalId == infoList.PlanId); if (index != -1) { proposalList[index].RiskFactor = string.IsNullOrEmpty(infoList.ProfileName) ? "-" : infoList.ProfileName; proposalList[index].ModelIncluded = string.IsNullOrEmpty(infoList.ModelName) ? "No Model" : infoList.ModelName; } } return(proposalList); }
public long CreateNewProposal(string houseHoldID, string proposalName) { long planId = -1; long solutionID = -1; string portfolioID = "-1"; long defaultPropAClassLevelId = -1; long processID = -1; long processLogID = -1; long investorID = -1; defaultPropAClassLevelId = Convert.ToInt64(_dbWrapper.ExecuteScalar(cmd => { cmd.CommandText = SqlConstants.GET_DEFAULT_ASSETCLASS_VIEW_ID;; DatabaseWrapperHelper.AddInLongParameter(cmd, ":GROUP_ID", _context.Identity.GroupId); }, _context.Identity.InstitutionId)); solutionID = Convert.ToInt64(_dbWrapper.ExecuteScalar(cmd => { cmd.CommandText = SqlConstants.GET_SEQUENCE_SOLUTION; }, _context.Identity.InstitutionId)); //Create PlanID planId = Convert.ToInt64(_dbWrapper.ExecuteScalar(cmd => { cmd.CommandText = SqlConstants.GET_SEQUENCE_INVESTMENT_PLAN; }, _context.Identity.InstitutionId)); //Create PlanID processID = Convert.ToInt64(_dbWrapper.ExecuteScalar(cmd => { cmd.CommandText = SqlConstants.GET_SEQUENCE_PROCESS; }, _context.Identity.InstitutionId)); processLogID = Convert.ToInt64(_dbWrapper.ExecuteScalar(cmd => { cmd.CommandText = SqlConstants.GET_SEQUENCE_PROCESS_LOG; }, _context.Identity.InstitutionId)); portfolioID = GetSequencePattern("WEB_PORTFOLIO_PRODUCT", ""); //Get the default profile and Model Ids SortedList <int, string> _list = GetDefaultProfileAndModelId(); IEnumerator <KeyValuePair <int, string> > itVal = _list.GetEnumerator(); int profileid = -1; string modelId = string.Empty; string defaultProgramId = string.Empty;; string defaultProposalPath = string.Empty; while (itVal.MoveNext()) { profileid = Int32.Parse(itVal.Current.Key.ToString()); modelId = itVal.Current.Value.ToString(); } //Need to revisit //ProposalPathCollection proposalPaths = new ProposalPathCollection(); //proposalPaths = GetProposalList(context); //string defaultProposalPath = (from proposalPath in proposalPaths.List // where proposalPath.IsDefault == true // select proposalPath.ProposalPathId).FirstOrDefault(); //while (itVal.MoveNext()) //{ // profileid = Int32.Parse(itVal.Key.ToString()); // modelId = itVal.Value.ToString(); // if (!string.IsNullOrEmpty(modelId) && defaultProposalPath.ToUpper() != ProposalPathType.NO.ToString() && defaultProposalPath.ToUpper() != ProposalPathType.YES.ToString()) // defaultProgramId = GetPortfolioProgramId(modelId, context); //} List <Action <IDbCommand> > configureCommandList = new List <Action <IDbCommand> >(); if (solutionID != -1) { configureCommandList.Add(new Action <IDbCommand>(cmd => { cmd.CommandText = SqlConstants.CREATE_SOLUTION; DatabaseWrapperHelper.AddInStringParameter(cmd, "SOLUTION_ID", solutionID.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "NAME", ""); DatabaseWrapperHelper.AddInStringParameter(cmd, "DESCR", ""); DatabaseWrapperHelper.AddInStringParameter(cmd, "CREATED_BY", _context.Identity.BrokerId); })); //Create WEB_SOLUTION_X_PARTY int.TryParse(houseHoldID, out int householdID); if (householdID > 0) { //Get InvestorID investorID = Convert.ToInt64(_dbWrapper.ExecuteScalar(cmd => { cmd.CommandText = SqlConstants.GET_INVESTOR_ID; DatabaseWrapperHelper.AddInIntParameter(cmd, ":HOUSEHOLD_ID", householdID.ToString()); }, _context.Identity.InstitutionId)); configureCommandList.Add(new Action <IDbCommand>(cmd => { cmd.CommandText = SqlConstants.CREATE_SOLUTION_PARTY; DatabaseWrapperHelper.AddInStringParameter(cmd, "SOLUTION_ID", solutionID.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "PARTY_ID", householdID.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "PARTY_TYPE_ID", "1"); })); configureCommandList.Add(new Action <IDbCommand>(cmd => { cmd.CommandText = SqlConstants.CREATE_SOLUTION_PARTY; DatabaseWrapperHelper.AddInStringParameter(cmd, "SOLUTION_ID", solutionID.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "PARTY_ID", investorID.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "PARTY_TYPE_ID", "2"); })); } } if (planId != -1) { configureCommandList.Add(new Action <IDbCommand>(cmd => { cmd.CommandText = SqlConstants.CREATE_INVESTMENT_PORTFOLIO; DatabaseWrapperHelper.AddInStringParameter(cmd, "PORTFOLIO_ID", portfolioID); DatabaseWrapperHelper.AddInStringParameter(cmd, "PORTFOLIO_TYPE_ID", "0"); DatabaseWrapperHelper.AddInStringParameter(cmd, "CREATE_BY_USER_ID", _context.Identity.BrokerId); })); configureCommandList.Add(new Action <IDbCommand>(cmd => { cmd.CommandText = SqlConstants.CREATE_HOLDING_PORTFOLIO; DatabaseWrapperHelper.AddInStringParameter(cmd, "PORTFOLIO_ID", portfolioID); DatabaseWrapperHelper.AddInStringParameter(cmd, "PORTFOLIO_TYPE_ID", "0"); DatabaseWrapperHelper.AddInStringParameter(cmd, "EXTERNAL_ID", ""); DatabaseWrapperHelper.AddInStringParameter(cmd, "DATASOURCE_ID", "1"); DatabaseWrapperHelper.AddInStringParameter(cmd, "CREATE_BY_USER_ID", _context.Identity.BrokerId); })); configureCommandList.Add(new Action <IDbCommand>(cmd => { cmd.CommandText = SqlConstants.CREATE_WEB_PROCESS; DatabaseWrapperHelper.AddInStringParameter(cmd, "PROCESS_ID", processID.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "PROCESS_DEFINITION_ID", "1"); DatabaseWrapperHelper.AddInStringParameter(cmd, "BROKER_ID", _context.Identity.BrokerId); })); configureCommandList.Add(new Action <IDbCommand>(cmd => { cmd.CommandText = SqlConstants.CREATE_WEB_PROCESS_PARAM; DatabaseWrapperHelper.AddInStringParameter(cmd, "PROCESS_ID", processID.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "SEQ_NUM", "1"); DatabaseWrapperHelper.AddInStringParameter(cmd, "ENTITY_TYPE_ID", Constants.PROPOPOSAL_PATH_ENTITY_TYPE_ID); DatabaseWrapperHelper.AddInStringParameter(cmd, "ENTITY_ID", defaultProposalPath); })); //create web_process_activity configureCommandList.Add(new Action <IDbCommand>(cmd => { cmd.CommandText = SqlConstants.CREATE_WEB_PROCESS_ACTIVITY; DatabaseWrapperHelper.AddInStringParameter(cmd, "PROCESS_ID", processID.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "BROKER_ID", _context.Identity.BrokerId); DatabaseWrapperHelper.AddInStringParameter(cmd, "ACTIVITY_ID", "1"); })); configureCommandList.Add(new Action <IDbCommand>(cmd => { cmd.CommandText = SqlConstants.CREATE_WEB_PROCESS_ACTIVITY_LOG; DatabaseWrapperHelper.AddInStringParameter(cmd, "PROCESS_ID", processID.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "ACTIVITY_ID", "1"); DatabaseWrapperHelper.AddInStringParameter(cmd, "BROKER_ID", _context.Identity.BrokerId); DatabaseWrapperHelper.AddInStringParameter(cmd, "ENTITY_TYPE_ID", "779"); DatabaseWrapperHelper.AddInStringParameter(cmd, "LOG_ENTRY_ID", processLogID.ToString()); })); //Create web_investment_plan configureCommandList.Add(new Action <IDbCommand>(cmd => { cmd.CommandText = SqlConstants.CREATE_NEW_PROPOSAL; DatabaseWrapperHelper.AddInStringParameter(cmd, "PLAN_ID", planId.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "SOLUTION_ID", solutionID.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "NAME", proposalName); DatabaseWrapperHelper.AddInStringParameter(cmd, "DESCR", ""); DatabaseWrapperHelper.AddInStringParameter(cmd, "PROFILE_ID", profileid.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "MODEL_ID", modelId); DatabaseWrapperHelper.AddInStringParameter(cmd, "PROGRAM_ID", defaultProgramId); DatabaseWrapperHelper.AddInStringParameter(cmd, "HOLDING_PORTFOLIO_ID", portfolioID); DatabaseWrapperHelper.AddInStringParameter(cmd, "PLAN_PROCESS_ID", processID.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "CASH_AMOUNT", "0"); DatabaseWrapperHelper.AddInStringParameter(cmd, "MARK_DELETED_YN", "N"); DatabaseWrapperHelper.AddInStringParameter(cmd, "CREATED_BY", _context.Identity.BrokerId); DatabaseWrapperHelper.AddInStringParameter(cmd, "AC_VIEW_ID", defaultPropAClassLevelId.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "MODELBASED_YN", !string.IsNullOrEmpty(modelId) ? "Y" : "N"); DatabaseWrapperHelper.AddInStringParameter(cmd, "HOLDINGLEVEL", "Account"); DatabaseWrapperHelper.AddInStringParameter(cmd, "PLAN_TYPE_ID", "17"); })); //insert the data in the web_broker_recent_plan and delete the old ones if the count is more than 30 configureCommandList.Add(new Action <IDbCommand>(cmd => { cmd.CommandText = SqlConstants.INSERT_RECENT_PROPOSAL; DatabaseWrapperHelper.AddInStringParameter(cmd, "BROKER_ID", _context.Identity.BrokerId); DatabaseWrapperHelper.AddInStringParameter(cmd, "PLAN_ID", planId.ToString()); DatabaseWrapperHelper.AddInStringParameter(cmd, "PLAN_TYPE_ID", Convert.ToInt64(planTypeList.recentProposal).ToString()); })); } bool result = _dbWrapper.ExecuteBatch(configureCommandList.ToArray(), _context.Identity.InstitutionId); return(planId); }