public IHttpActionResult adviserCreateNewClient_Person(PersonClientCreationBindingModel model)
{
//if (!ModelState.IsValid) {
// var errors = ModelState.Select(x => x.Value.Errors)
// .Where(y => y.Count > 0)
// .ToList();
//}
if (model != null) // deleted && ModelState.IsValid must put it back afterward
{
#region create asp user and send email
var user = new ApplicationUser
{
Email = model.email,
UserName = model.email,
PhoneNumber = model.contactPhone
};
var password = "******";//Membership.GeneratePassword(10, 0);
var userManager = Request.GetOwinContext().GetUserManager<ApplicationUserManager>();
userManager.Create(user, password);
userManager.AddToRole(user.Id, AuthorizationRoles.Role_Preclient);
//EmailUtilities.SendEmailToUser(user.Id, "", "", "");//send password
#endregion
#region create client profile
ClientRegistration client = new ClientRegistration
{
CreateOn = DateTime.Now,
ClientNumber = user.Id,
FirstName = model.firstName,
MiddleName = model.middleName,
Email = model.email,
LastName = model.lastName,
Phone = model.contactPhone,
ClientType = BusinessLayerParameters.clientType_person,
};
#endregion
#region create client group or add to existing group
if (model.isGroupLeader.HasValue && model.isGroupLeader.Value)
{
var adviserNumber = User.Identity.GetUserId();
ClientGroupRegistration group = new ClientGroupRegistration
{
//#warning adviser number needs replacement
AdviserNumber = adviserNumber,
GroupAmount = model.newGroupAmount,
GroupName = model.newGroupAccountName,
CreateOn = DateTime.Now,
client = client,
};
edisRepo.CreateNewClientGroupSync(group);
}
else
{
client.GroupNumber = model.existingGroupId;
edisRepo.CreateNewClientSync(client);
}
using (DocX document = DocX.Create("C:\\Test\\"+ client.FirstName + "_" + client.LastName +".docx"))
{
Paragraph paragraph = document.InsertParagraph();
paragraph.AppendLine(ClientDocInfo.FirstName + model.firstName);
paragraph.AppendLine(ClientDocInfo.MiddleName + model.middleName);
paragraph.AppendLine(ClientDocInfo.LastName + model.lastName);
paragraph.AppendLine(ClientDocInfo.Email + model.email);
paragraph.AppendLine(ClientDocInfo.ContactPhone + model.contactPhone);
document.Save();
}
string code = userManager.GenerateEmailConfirmationTokenAsync(user.Id).Result;
string path = HttpContext.Current.Server.MapPath("~/EmailTemplate/ConfirmEmail.html");
var Url = new System.Web.Mvc.UrlHelper(HttpContext.Current.Request.RequestContext);
var callbackUrl = Url.Action("ConfirmEmail", "Account", new { userId = user.Id, code = code }, protocol: HttpContext.Current.Request.Url.Scheme);
string content = System.IO.File.ReadAllText(path).Replace("###Name###", user.UserName).Replace("###Confirm###", callbackUrl);
userManager.SendEmailAsync(user.Id, "Confirm your account", content);
#endregion
#region create risk profile if present
if (model.riskProfile != null) {
var riskProfile = model.riskProfile;
RiskProfile profile = new RiskProfile {
CapitalLossAttitude = riskProfile.capitalLossAttitude,
ClientID = edisRepo.GetClientSync(user.Id, 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 = Int32.Parse(riskProfile.riskLevel)
};
edisRepo.CreateRiskProfileForClient(profile);
}
#endregion
//#region save all changes and return ok
//db.SaveChanges();
return Ok();
//#endregion
}
else
{
return BadRequest(ModelState);
}
}
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 IHttpActionResult adviserCreateNewClient_Entity(EntityClientCreationBindingModel model)
{
if (model != null) //ModelState.IsValid &&
{
using (EdisRepository edisRepo = new EdisRepository())
{
#region create asp user and send email
var user = new ApplicationUser
{
Email = model.email,
UserName = model.email,
PhoneNumber = model.contactPhone
};
var password = "******";//Membership.GeneratePassword(10, 0);
var userManager = Request.GetOwinContext().GetUserManager <ApplicationUserManager>();
userManager.Create(user, password);
userManager.AddToRole(user.Id, AuthorizationRoles.Role_Preclient);
//EmailUtilities.SendEmailToUser(user.Id, "", "", "");//send password
#endregion
#region create client profile
ClientRegistration client = new ClientRegistration
{
CreateOn = DateTime.Now,
ClientNumber = user.Id,
EntityName = model.nameOfEntity,
EntityType = model.typeOfEntity,
ABN = model.abn,
ACN = model.acn,
Email = model.email,
Phone = model.contactPhone,
ClientType = BusinessLayerParameters.clientType_entity,
GroupNumber = model.existingGroupId
};
string code = userManager.GenerateEmailConfirmationTokenAsync(user.Id).Result;
string path = HttpContext.Current.Server.MapPath("~/EmailTemplate/ConfirmEmail.html");
var Url = new System.Web.Mvc.UrlHelper(HttpContext.Current.Request.RequestContext);
var callbackUrl = Url.Action("ConfirmEmail", "Account", new { userId = user.Id, code = code }, protocol: HttpContext.Current.Request.Url.Scheme);
string content = System.IO.File.ReadAllText(path).Replace("###Name###", user.UserName).Replace("###Confirm###", callbackUrl);
userManager.SendEmailAsync(user.Id, "Confirm your account", content);
#endregion
#region insert both records to db
edisRepo.CreateNewClientSync(client);
#endregion
#region create risk profile if present
if (model.riskProfile != null)
{
var riskProfile = model.riskProfile;
RiskProfile profile = new RiskProfile {
CapitalLossAttitude = riskProfile.capitalLossAttitude,
ClientID = edisRepo.GetClientSync(user.Id, 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 = Int32.Parse(riskProfile.riskLevel)
};
edisRepo.CreateRiskProfileForClient(profile);
}
#endregion
//#region save all changes and return ok
//db.SaveChanges();
return(Ok());
//#endregion
}
}
else
{
return(BadRequest(ModelState));
}
}
public IHttpActionResult adviserCreateNewClient_Person(PersonClientCreationBindingModel model)
{
//if (!ModelState.IsValid) {
// var errors = ModelState.Select(x => x.Value.Errors)
// .Where(y => y.Count > 0)
// .ToList();
//}
if (model != null) // deleted && ModelState.IsValid must put it back afterward
{
#region create asp user and send email
var user = new ApplicationUser
{
Email = model.email,
UserName = model.email,
PhoneNumber = model.contactPhone
};
var password = "******";//Membership.GeneratePassword(10, 0);
var userManager = Request.GetOwinContext().GetUserManager <ApplicationUserManager>();
userManager.Create(user, password);
userManager.AddToRole(user.Id, AuthorizationRoles.Role_Preclient);
//EmailUtilities.SendEmailToUser(user.Id, "", "", "");//send password
#endregion
#region create client profile
ClientRegistration client = new ClientRegistration
{
CreateOn = DateTime.Now,
ClientNumber = user.Id,
FirstName = model.firstName,
MiddleName = model.middleName,
Email = model.email,
LastName = model.lastName,
Phone = model.contactPhone,
ClientType = BusinessLayerParameters.clientType_person,
};
#endregion
#region create client group or add to existing group
if (model.isGroupLeader.HasValue && model.isGroupLeader.Value)
{
var adviserNumber = User.Identity.GetUserId();
ClientGroupRegistration group = new ClientGroupRegistration
{
//#warning adviser number needs replacement
AdviserNumber = adviserNumber,
GroupAmount = model.newGroupAmount,
GroupName = model.newGroupAccountName,
CreateOn = DateTime.Now,
client = client,
};
edisRepo.CreateNewClientGroupSync(group);
}
else
{
client.GroupNumber = model.existingGroupId;
edisRepo.CreateNewClientSync(client);
}
using (DocX document = DocX.Create("C:\\Test\\" + client.FirstName + "_" + client.LastName + ".docx"))
{
Paragraph paragraph = document.InsertParagraph();
paragraph.AppendLine(ClientDocInfo.FirstName + model.firstName);
paragraph.AppendLine(ClientDocInfo.MiddleName + model.middleName);
paragraph.AppendLine(ClientDocInfo.LastName + model.lastName);
paragraph.AppendLine(ClientDocInfo.Email + model.email);
paragraph.AppendLine(ClientDocInfo.ContactPhone + model.contactPhone);
document.Save();
}
string code = userManager.GenerateEmailConfirmationTokenAsync(user.Id).Result;
string path = HttpContext.Current.Server.MapPath("~/EmailTemplate/ConfirmEmail.html");
var Url = new System.Web.Mvc.UrlHelper(HttpContext.Current.Request.RequestContext);
var callbackUrl = Url.Action("ConfirmEmail", "Account", new { userId = user.Id, code = code }, protocol: HttpContext.Current.Request.Url.Scheme);
string content = System.IO.File.ReadAllText(path).Replace("###Name###", user.UserName).Replace("###Confirm###", callbackUrl);
userManager.SendEmailAsync(user.Id, "Confirm your account", content);
#endregion
#region create risk profile if present
if (model.riskProfile != null)
{
var riskProfile = model.riskProfile;
RiskProfile profile = new RiskProfile {
CapitalLossAttitude = riskProfile.capitalLossAttitude,
ClientID = edisRepo.GetClientSync(user.Id, 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 = Int32.Parse(riskProfile.riskLevel)
};
edisRepo.CreateRiskProfileForClient(profile);
}
#endregion
//#region save all changes and return ok
//db.SaveChanges();
return(Ok());
//#endregion
}
else
{
return(BadRequest(ModelState));
}
}