//Seventh phase: Profile creation
public bool StdInsertCustomerDetails(int adviserId, int processId, int rmId, int branchId, string xmlPath, out int countCustCreated)
{
bool IsProcessComplete = false;
List <StandardProfileUploadVo> stdNewCustomerList = new List <StandardProfileUploadVo>();
Nullable <DateTime> dt = new DateTime();
StandardProfileUploadVo StandardProfileUploadVo = new StandardProfileUploadVo();
countCustCreated = 0;
DataSet getNewFoliosDs = new DataSet();
DataTable getNewFoliosDt = new DataTable();
userId = advisorStaffBo.GetUserId(rmId);
int lenPhoneNum = 0, lenFaxNum = 0;
string resIsdCode = "", resStdCode = "", resPhoneNum = "", offIsdCode = "", offStdCode = "", offPhoneNum = "";
string resFaxIsdCode = "", resFaxStdCode = "", resFaxNum = "", offFaxIsdCode = "", offFaxStdCode = "", offFaxNum = "";
try
{
stdNewCustomerList = GetProfileNewCustomers(processId);
for (int i = 0; i < stdNewCustomerList.Count; i++)
{
customerVo = new CustomerVo();
userVo = new UserVo();
StandardProfileUploadVo = new StandardProfileUploadVo();
StandardProfileUploadVo = stdNewCustomerList[i];
userVo.FirstName = StandardProfileUploadVo.FirstName;
userVo.MiddleName = StandardProfileUploadVo.MiddleName;
userVo.LastName = StandardProfileUploadVo.LastName;
userVo.Email = StandardProfileUploadVo.Email;
userVo.UserType = "Customer";
customerVo.UserId = userId;
customerVo.RmId = StandardProfileUploadsDao.GetBranchHeadId(branchId);
customerVo.BranchId = branchId;
customerVo.ProcessId = processId;
customerVo.Adr1City = StandardProfileUploadVo.Adr1City;
customerVo.Adr1Line1 = StandardProfileUploadVo.Adr1Line1;
customerVo.Adr1Line2 = StandardProfileUploadVo.Adr1Line2;
customerVo.Adr1Line3 = StandardProfileUploadVo.Adr1Line3;
if (StandardProfileUploadVo.Adr1PinCode != "")
{
customerVo.Adr1PinCode = Int32.Parse(StandardProfileUploadVo.Adr1PinCode);
}
customerVo.Email = StandardProfileUploadVo.Email;
customerVo.FirstName = StandardProfileUploadVo.FirstName;
customerVo.MiddleName = StandardProfileUploadVo.MiddleName;
customerVo.LastName = StandardProfileUploadVo.LastName;
customerVo.Gender = StandardProfileUploadVo.Gender;
customerVo.Salutation = StandardProfileUploadVo.Salutation;
customerVo.Adr1City = StandardProfileUploadVo.Adr1City;
customerVo.Adr1Country = StandardProfileUploadVo.Adr1Country;
customerVo.Adr1State = XMLBo.GetStateCode(xmlPath, StandardProfileUploadVo.Adr1State);
customerVo.Adr2City = StandardProfileUploadVo.Adr2City;
customerVo.Adr2Country = StandardProfileUploadVo.Adr2Country;
customerVo.Adr2Line1 = StandardProfileUploadVo.Adr2Line1;
customerVo.Adr2Line2 = StandardProfileUploadVo.Adr2Line2;
customerVo.Adr2Line3 = StandardProfileUploadVo.Adr2Line3;
if (StandardProfileUploadVo.Adr2PinCode != "")
{
customerVo.Adr2PinCode = Int32.Parse(StandardProfileUploadVo.Adr2PinCode);
}
customerVo.Adr2State = StandardProfileUploadVo.Adr2State;
customerVo.AltEmail = StandardProfileUploadVo.AltEmail;
customerVo.AssignedRM = (customerVo.RmId).ToString();
customerVo.CompanyName = StandardProfileUploadVo.CompanyName;
customerVo.CompanyWebsite = StandardProfileUploadVo.CompanyWebsite;
customerVo.ContactFirstName = StandardProfileUploadVo.ContactGuardianFirstName;
customerVo.ContactMiddleName = StandardProfileUploadVo.ContactGuardianMiddleName;
customerVo.ContactLastName = StandardProfileUploadVo.ContactGuardianLastName;
if (StandardProfileUploadVo.Mobile1 != "")
{
customerVo.Mobile1 = Int64.Parse(StandardProfileUploadVo.Mobile1);
}
if (StandardProfileUploadVo.Mobile2 != "")
{
customerVo.Mobile2 = Int64.Parse(StandardProfileUploadVo.Mobile2);
}
if (StandardProfileUploadVo.Nationality != "")
{
customerVo.Nationality = StandardProfileUploadVo.Nationality;
}
if (StandardProfileUploadVo.Occupation != "")
{
customerVo.Occupation = StandardProfileUploadVo.Occupation;
}
if (StandardProfileUploadVo.MaritalStatus != "")
{
customerVo.MaritalStatus = StandardProfileUploadVo.MaritalStatus;
}
if (StandardProfileUploadVo.Qualification != "")
{
customerVo.Qualification = StandardProfileUploadVo.Qualification;
}
customerVo.IsProspect = StandardProfileUploadVo.IsProspect;
customerVo.OfcAdrCity = StandardProfileUploadVo.OfcAdrCity;
customerVo.OfcAdrCountry = StandardProfileUploadVo.OfcAdrCountry;
customerVo.OfcAdrLine1 = StandardProfileUploadVo.OfcAdrLine1;
customerVo.OfcAdrLine2 = StandardProfileUploadVo.OfcAdrLine2;
customerVo.OfcAdrLine3 = StandardProfileUploadVo.OfcAdrLine3;
if (StandardProfileUploadVo.OfcAdrPinCode != "")
{
customerVo.OfcAdrPinCode = Int32.Parse(StandardProfileUploadVo.OfcAdrPinCode);
}
customerVo.OfcAdrState = StandardProfileUploadVo.OfcAdrState;
if (StandardProfileUploadVo.RBIApprovalDate != "")
{
customerVo.RBIApprovalDate = DateTime.Parse(StandardProfileUploadVo.RBIApprovalDate);
}
customerVo.RBIRefNum = StandardProfileUploadVo.RBIRefNum;
customerVo.RegistrationNum = StandardProfileUploadVo.RegistrationNum;
//customerVo.LoginId = StandardProfileUploadVo.Email;
if (StandardProfileUploadVo.Type != "")
{
customerVo.Type = StandardProfileUploadVo.Type;
}
if (StandardProfileUploadVo.SubType != "")
{
customerVo.SubType = StandardProfileUploadVo.SubType;
}
lenPhoneNum = StandardProfileUploadVo.OfcPhoneNum.Length;
if (lenPhoneNum > 9)
{
if (lenPhoneNum >= 8)
{
offPhoneNum = StandardProfileUploadVo.OfcPhoneNum.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
offStdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
offIsdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(0, lenPhoneNum - 11);
}
}
else
{
offStdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(0, lenPhoneNum - 8);
}
}
else
{
offPhoneNum = StandardProfileUploadVo.OfcPhoneNum;
}
if (offIsdCode != "")
{
customerVo.OfcISDCode = Int32.Parse(offIsdCode);
}
else
{
customerVo.OfcISDCode = 0;
}
if (offStdCode != "")
{
customerVo.OfcSTDCode = Int32.Parse(offStdCode);
}
else
{
customerVo.OfcSTDCode = 0;
}
if (offPhoneNum != "")
{
customerVo.OfcPhoneNum = Int32.Parse(offPhoneNum);
}
else
{
customerVo.OfcPhoneNum = 0;
}
}
else
{
if (StandardProfileUploadVo.OfcISDCode != "")
{
customerVo.OfcISDCode = Int32.Parse(StandardProfileUploadVo.OfcISDCode);
}
if (StandardProfileUploadVo.OfcSTDCode != "")
{
customerVo.OfcSTDCode = Int32.Parse(StandardProfileUploadVo.OfcSTDCode);
}
if (StandardProfileUploadVo.OfcPhoneNum != "")
{
customerVo.OfcPhoneNum = Int32.Parse(StandardProfileUploadVo.OfcPhoneNum);
}
}
lenPhoneNum = StandardProfileUploadVo.ResPhoneNum.Length;
if (lenPhoneNum > 9)
{
if (lenPhoneNum >= 8)
{
resPhoneNum = StandardProfileUploadVo.ResPhoneNum.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
resStdCode = StandardProfileUploadVo.ResPhoneNum.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
resIsdCode = StandardProfileUploadVo.ResPhoneNum.Substring(0, lenPhoneNum - 11);
}
}
else
{
resStdCode = StandardProfileUploadVo.ResPhoneNum.Substring(0, lenPhoneNum - 8);
}
}
else
{
resPhoneNum = StandardProfileUploadVo.ResPhoneNum;
}
if (resIsdCode != "")
{
customerVo.ResISDCode = Int32.Parse(resIsdCode);
}
else
{
customerVo.ResISDCode = 0;
}
if (resStdCode != "")
{
customerVo.ResSTDCode = Int32.Parse(resStdCode);
}
else
{
customerVo.ResSTDCode = 0;
}
if (resPhoneNum != "")
{
customerVo.ResPhoneNum = Int32.Parse(resPhoneNum);
}
else
{
customerVo.ResPhoneNum = 0;
}
}
else
{
if (StandardProfileUploadVo.ResISDCode != "")
{
customerVo.ResISDCode = Int32.Parse(StandardProfileUploadVo.ResISDCode);
}
if (StandardProfileUploadVo.ResSTDCode != "")
{
customerVo.ResSTDCode = Int32.Parse(StandardProfileUploadVo.ResSTDCode);
}
if (StandardProfileUploadVo.ResPhoneNum != "")
{
customerVo.ResPhoneNum = Int32.Parse(StandardProfileUploadVo.ResPhoneNum);
}
}
lenFaxNum = StandardProfileUploadVo.OfcFax.Length;
if (lenFaxNum > 9)
{
if (lenFaxNum >= 8)
{
offFaxNum = StandardProfileUploadVo.OfcFax.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
offFaxStdCode = StandardProfileUploadVo.OfcFax.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
offFaxIsdCode = StandardProfileUploadVo.OfcFax.Substring(0, lenFaxNum - 11);
}
}
else
{
offFaxStdCode = StandardProfileUploadVo.OfcFax.Substring(0, lenFaxNum - 8);
}
}
else
{
offFaxNum = StandardProfileUploadVo.OfcFax;
}
if (offFaxIsdCode != "")
{
customerVo.ISDFax = Int32.Parse(offFaxIsdCode);
}
else
{
customerVo.ISDFax = 0;
}
if (offFaxStdCode != "")
{
customerVo.STDFax = Int32.Parse(offFaxStdCode);
}
else
{
customerVo.STDFax = 0;
}
if (offFaxNum != "")
{
customerVo.Fax = Int32.Parse(offFaxNum);
}
else
{
customerVo.Fax = 0;
}
}
else
{
if (StandardProfileUploadVo.OfcFaxISD != "")
{
customerVo.OfcISDFax = Int32.Parse(StandardProfileUploadVo.OfcFaxISD);
}
if (StandardProfileUploadVo.OfcFaxSTD != "")
{
customerVo.OfcSTDFax = Int32.Parse(StandardProfileUploadVo.OfcFaxSTD);
}
if (StandardProfileUploadVo.OfcFax != "")
{
customerVo.OfcFax = Int32.Parse(StandardProfileUploadVo.OfcFax);
}
}
lenFaxNum = StandardProfileUploadVo.Fax.Length;
if (lenFaxNum > 9)
{
if (lenFaxNum >= 8)
{
resFaxNum = StandardProfileUploadVo.Fax.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
resFaxStdCode = StandardProfileUploadVo.Fax.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
resFaxIsdCode = StandardProfileUploadVo.Fax.Substring(0, lenFaxNum - 11);
}
}
else
{
resFaxStdCode = StandardProfileUploadVo.Fax.Substring(0, lenFaxNum - 8);
}
}
else
{
resFaxNum = StandardProfileUploadVo.Fax;
}
if (resFaxIsdCode != "")
{
customerVo.ISDFax = Int32.Parse(resFaxIsdCode);
}
else
{
customerVo.ISDFax = 0;
}
if (offFaxStdCode != "")
{
customerVo.STDFax = Int32.Parse(resFaxStdCode);
}
else
{
customerVo.STDFax = 0;
}
if (offFaxNum != "")
{
customerVo.Fax = Int32.Parse(resFaxNum);
}
else
{
customerVo.Fax = 0;
}
}
else
{
if (StandardProfileUploadVo.ISDFax != "")
{
customerVo.OfcISDFax = Int32.Parse(StandardProfileUploadVo.ISDFax);
}
if (StandardProfileUploadVo.STDFax != "")
{
customerVo.OfcSTDFax = Int32.Parse(StandardProfileUploadVo.STDFax);
}
if (StandardProfileUploadVo.Fax != "")
{
customerVo.OfcFax = Int32.Parse(StandardProfileUploadVo.Fax);
}
}
customerVo.PANNum = StandardProfileUploadVo.PANNum;
customerVo.Password = id.Next(10000, 99999).ToString();
if (StandardProfileUploadVo.DOB != "")
{
customerVo.Dob = DateTime.Parse(StandardProfileUploadVo.DOB);
}
customerVo.ProfilingDate = DateTime.Today;
if (StandardProfileUploadVo.RegistrationDate != "")
{
customerVo.RegistrationDate = DateTime.Parse(StandardProfileUploadVo.RegistrationDate);
}
if (StandardProfileUploadVo.CommencementDate != "")
{
customerVo.CommencementDate = DateTime.Parse(StandardProfileUploadVo.CommencementDate);
}
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, userId);
//Creating Customer Association
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
countCustCreated++;
}
UpdateProfileStagingIsCustomerNew(adviserId, processId, branchId);
IsProcessComplete = true;
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "StandardProfileUploadBo.cs:StdInsertCustomerDetails()");
object[] objects = new object[3];
objects[0] = adviserId;
objects[1] = processId;
objects[2] = rmId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(IsProcessComplete);
}
