private void cmdSave_Click(object sender, EventArgs e)
{
// fill out the client verbose properties, and save changes.
_registrationVerbose.portfolio.typeId = (int)cboAccountType.SelectedValue;
_registrationVerbose.portfolio.firstName = txtFirstName.Text;
_registrationVerbose.portfolio.lastName = txtLastName.Text;
_registrationVerbose.portfolio.name = txtFullName.Text;
if (txtBirthDate.Text.Length > 0)
{
_registrationVerbose.portfolio.dob = DateTime.Parse(txtBirthDate.Text);
}
else
{
_registrationVerbose.portfolio.dob = null;
}
_registrationVerbose.beneficiaries = null;
_registrationVerbose.portfolio.clientId = (int)cboClient.SelectedValue;
_registrationVerbose = OrionApi.Portfolio.RegistrationSave(_registrationVerbose);
MessageBox.Show("Registration id: " + _registrationVerbose.id.ToString( ) + " was saved.");
this.Close();
}
public RegistrationVerbose RegistrationSave(RegistrationVerbose registrationVerbose)
{
var endpoint = string.Empty;
var j = string.Empty;
if (registrationVerbose.id == 0)
{
// new
endpoint = string.Format("Portfolio/Registrations/Verbose");
j = base.PostJson(endpoint, registrationVerbose);
}
else
{
// update
endpoint = string.Format("Portfolio/Registrations/Verbose/{0}", registrationVerbose.id);
j = base.PutJson(endpoint, registrationVerbose);
}
var d = JsonConvert.DeserializeObject <RegistrationVerbose>(j);
return(d);
}
private void frmRegistration_Load(object sender, EventArgs e)
{
// load clients combo
cboClient.DisplayMember = "name";
cboClient.ValueMember = "id";
cboClient.DataSource = OrionApi.Portfolio.ClientsSimple( );
// load account types combo
cboAccountType.DisplayMember = "name";
cboAccountType.ValueMember = "id";
cboAccountType.DataSource = OrionApi.Portfolio.RepresentativesSimple( );
// if the RegistrationVerbose has not been set, initialize a new one.
if (this._registrationVerbose == null)
{
this._registrationVerbose = OrionApi.Portfolio.RegistrationVerboseNew( );
}
// Basic data is popualted in RegistrationVerbose.Portfolio
txtFirstName.Text = _registrationVerbose.portfolio.firstName;
txtLastName.Text = _registrationVerbose.portfolio.lastName;
txtBirthDate.Text = _registrationVerbose.portfolio.dob.HasValue ? _registrationVerbose.portfolio.dob.Value.ToShortDateString() : string.Empty;
txtSSN.Text = _registrationVerbose.portfolio.ssN_TaxID;
if (_registrationVerbose.id == 0)
{
this.Text = "Add new registration record";
}
else
{
this.Text = string.Format("Edit Reg: {0} ({1})", _registrationVerbose.name, _registrationVerbose.id);
cboClient.SelectedValue = _registrationVerbose.portfolio.clientId;
}
}