/// <summary>
/// This method returns false if referral link already exists
/// </summary>
/// <param name="referralLink">referralLink</param>
/// <param name="organizationID">organizationID</param>
/// <returns></returns>
public bool CheckDuplicateReferralLink(string referralLink, int organizationID)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var ibRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
ObjectSet <IntroducingBroker> ibObjSet =
((CurrentDeskClientsEntities)ibRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
var linkExists = ibObjSet.Where(link => link.CustomizedLink == referralLink && link.FK_OrganizationID == organizationID).ToList();
if (linkExists.Count() > 0)
{
return(false);
}
else
{
return(true);
}
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
throw;
}
}
/// <summary>
/// This method saves referral link in IB table
/// </summary>
/// <param name="userID">userID</param>
/// <param name="referralLink">referralLink</param>
/// <returns></returns>
public bool SaveReferralLink(int userID, string referralLink)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var ibRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
ObjectSet <IntroducingBroker> ibObjSet =
((CurrentDeskClientsEntities)ibRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
var ibRow = ibObjSet.Include("User").Where(usr => usr.User.PK_UserID == userID).FirstOrDefault();
if (ibRow != null)
{
ibRow.CustomizedLink = referralLink;
ibRepo.Save();
return(true);
}
return(false);
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
throw;
}
}
/// <summary>
/// This Function Will Update Joint Account Contact Information Of Introducing Broker
/// </summary>
/// <param name="userID">userID</param>
/// <param name="jointAccountInformation">jointAccountInformation</param>
/// <returns>result</returns>
public bool UpdateJointContactInforamation(int userID, JointAccountInformation jointAccountInformation)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var introducingBrokerRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
ObjectSet <IntroducingBroker> introducingBrokerObjSet =
((CurrentDeskClientsEntities)introducingBrokerRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
var updateRow = introducingBrokerObjSet.Where(x => x.FK_UserID == userID).
Include("JointAccountInformations").Include("User").FirstOrDefault();
//Update particular column values
updateRow.JointAccountInformations.FirstOrDefault().TelephoneNumber = jointAccountInformation.TelephoneNumber;
updateRow.JointAccountInformations.FirstOrDefault().MobileNumber = jointAccountInformation.MobileNumber;
updateRow.User.UserEmailID = jointAccountInformation.EmailAddress;
//if (updateRow.AssetManagers.FirstOrDefault() != null)
//{
// updateRow.AssetManagers.FirstOrDefault().UserEmail = jointAccountInformation.EmailAddress;
//}
//Save changes
introducingBrokerRepo.Save();
}
return(true);
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
return(true);
}
}
/// <summary>
/// This Function Will Update The Joint-Account Personal Information of Introducing Broker
/// </summary>
/// <param name="userID">userID</param>
/// <param name="phoneID">PhoneID</param>
/// <returns>result</returns>
public bool UpdateJointPersonalInformation(int userID, string phoneID)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var introducingBrokerRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
ObjectSet <IntroducingBroker> introducingBrokerObjSet =
((CurrentDeskClientsEntities)introducingBrokerRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
var updateRow = introducingBrokerObjSet.Where(x => x.FK_UserID == userID).
Include("JointAccountInformations").FirstOrDefault();
//Update particular column value
updateRow.JointAccountInformations.FirstOrDefault().PhoneID = phoneID;
//Save changes
introducingBrokerRepo.Save();
}
return(true);
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
return(false);
}
}
/// <summary>
/// This Function Will get all the Platform logins of all the clients
/// of respective introducing broker.
/// </summary>
/// <returns></returns>
public List <int?> GetPlatformLoginsIntroducingBroker(int userID)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var introducingBrokerRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
//Get IntroducingBrokedID
var introducingBrokerID = GetBrokerIDFromBrokerUserID(userID);
//ObjectSet<IntroducingBroker> introducingBrokerObjSet =
// ((CurrentDeskClientsEntities)introducingBrokerRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
//var introducingBrokerList = introducingBrokerObjSet.Include("Client_Account").
// Where(x => x.PK_IntroducingBrokerID == introducingBrokerID).ToList();
var context = ((CurrentDeskClientsEntities)introducingBrokerRepo.Repository.UnitOfWork.Context);
var platformLoginList = (from ib in context.IntroducingBrokers
join cl in context.Clients on ib.PK_IntroducingBrokerID equals cl.FK_IntroducingBrokerID
join ca in context.Client_Account on cl.PK_ClientID equals ca.FK_ClientID
where (ib.PK_IntroducingBrokerID == introducingBrokerID && ca.PlatformLogin != null)
select ca.PlatformLogin).ToList();
return(platformLoginList);
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
throw;
}
}
/// <summary>
/// This method returns partner name based on userIDs
/// </summary>
/// <param name="userID">userID</param>
/// <returns></returns>
public string GetPartnerName(int userID)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var introducingBrokerRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
ObjectSet <IntroducingBroker> introducingBrokerObjSet =
((CurrentDeskClientsEntities)introducingBrokerRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
//Get The Selected tunning and assign its Properties.
var selectedIB =
introducingBrokerObjSet.Where(ib => ib.FK_UserID == userID).FirstOrDefault();
//Check for nullability
if (selectedIB != null)
{
//Get account type details
var accTypeBO = new AccountTypeBO();
var accountTypeDetails = accTypeBO.GetAccountTypeAndFormTypeValue((int)selectedIB.FK_AccountTypeID);
if (accountTypeDetails.FK_AccountTypeValue == Constants.K_ACCT_INDIVIDUAL)
{
var individualAccountBO = new IndividualAccountInformationBO();
return(individualAccountBO.GetPartnerIndividualName(selectedIB.PK_IntroducingBrokerID));
}
else if (accountTypeDetails.FK_AccountTypeValue == Constants.K_ACCT_JOINT)
{
var jointAccountBO = new JointAccountInformationBO();
return(jointAccountBO.GetPartnerIndividualName(selectedIB.PK_IntroducingBrokerID));
}
else if (accountTypeDetails.FK_AccountTypeValue == Constants.K_ACCT_CORPORATE)
{
var corporateAccountBO = new CorporateAccountInformationBO();
return(corporateAccountBO.GetPartnerIndividualName(selectedIB.PK_IntroducingBrokerID));
}
else if (accountTypeDetails.FK_AccountTypeValue == Constants.K_ACCT_TRUST)
{
var trustAccountBO = new TrustAccountInformationBO();
return(trustAccountBO.GetPartnerIndividualName(selectedIB.PK_IntroducingBrokerID));
}
}
return(String.Empty);
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
return(String.Empty);
}
}
/// <summary>
/// This method returns Introducing Broker details
/// </summary>
/// <param name="userID">userID</param>
/// <param name="accountType">accountType</param>
/// <param name="accountCode">accountCode</param>
/// <param name="userDisplayName">userDisplayName</param>
/// <param name="organizationID">organizationID</param>
/// <returns></returns>
public bool GetClientAccountInformation(int userID, ref int accountType, ref int accountCode, ref string userDisplayName, ref int organizationID)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var ibRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
ObjectSet <IntroducingBroker> ibObjSet =
((CurrentDeskClientsEntities)ibRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
var selectedClient = ibObjSet.Where(usr => usr.FK_UserID == userID).FirstOrDefault();
if (selectedClient != null)
{
accountType = (int)selectedClient.FK_AccountTypeID;
accountCode = (int)selectedClient.FK_AccountID;
organizationID = selectedClient.FK_OrganizationID;
if (accountType == Constants.K_PARTNER_INDIVIDUAL)
{
var individualAccountBO = new IndividualAccountInformationBO();
userDisplayName = individualAccountBO.GetLiveIndividualName(selectedClient.PK_IntroducingBrokerID, LoginAccountType.PartnerAccount);
}
else if (accountType == Constants.K_PARTNER_JOINT)
{
var jointAccountBO = new JointAccountInformationBO();
userDisplayName = jointAccountBO.GetLiveIndividualName(selectedClient.PK_IntroducingBrokerID, LoginAccountType.PartnerAccount);
}
else if (accountType == Constants.K_PARTNER_CORPORATE)
{
var corporateAccountBO = new CorporateAccountInformationBO();
userDisplayName = corporateAccountBO.GetLiveIndividualName(selectedClient.PK_IntroducingBrokerID, LoginAccountType.PartnerAccount);
}
else if (accountType == Constants.K_PARTNER_TRUST)
{
var trustAccountBO = new TrustAccountInformationBO();
userDisplayName = trustAccountBO.GetLiveIndividualName(selectedClient.PK_IntroducingBrokerID, LoginAccountType.PartnerAccount);
}
return(true);
}
return(false);
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
throw;
}
}
/// <summary>
/// This method gets cfd trade volume for a particular day
/// </summary>
/// <param name="introducingBrokerID">introducingBrokerID</param>
/// <param name="fromDate">fromDate</param>
/// <param name="toDate">toDate</param>
/// <returns></returns>
public double GetCFDTradesVolumeByDay(int introducingBrokerID, long fromDate, long toDate)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var ibRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
return(((CurrentDeskClientsEntities)ibRepo.Repository.UnitOfWork.Context).GetCFDTradesVolumeByDay(introducingBrokerID, fromDate, toDate).FirstOrDefault() ?? 0);
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
throw;
}
}
/// <summary>
/// This function will insert introducing broker details
/// </summary>
/// <param name="newIB">newIB</param>
public void AddIntroducingBrokerDetails(IntroducingBroker newIB)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var IBDetailsRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
IBDetailsRepo.Add(newIB);
IBDetailsRepo.Save();
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
throw;
}
}
/// <summary>
/// This method returns broker pkID from brokerUserID
/// </summary>
/// <param name="brokerUserID">brokerUserID</param>
/// <returns></returns>
public int GetBrokerIDFromBrokerUserID(int brokerUserID)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var ibRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
ObjectSet <IntroducingBroker> ibObjSet =
((CurrentDeskClientsEntities)ibRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
return((int)ibObjSet.Where(ib => ib.FK_UserID == brokerUserID).FirstOrDefault().PK_IntroducingBrokerID);
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
throw;
}
}
/// <summary>
/// This method brokerID based on referral keyword
/// </summary>
/// <param name="referralKeyword">referralKeyword</param>
/// <param name="organizationID">organizationID</param>
/// <returns></returns>
public int GetBrokerIDFromReferralKeyword(string referralKeyword, int organizationID)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var ibRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
ObjectSet <IntroducingBroker> ibObjSet =
((CurrentDeskClientsEntities)ibRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
return(ibObjSet.Where(ib => ib.CustomizedLink == referralKeyword && ib.FK_OrganizationID == organizationID).FirstOrDefault().PK_IntroducingBrokerID);
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
throw;
}
}
/// <summary>
/// This method updates Trustee Individual Auth Officer Contact Info based on FK_UserID from Introducing Broker table
/// </summary>
/// <param name="userID">userID</param>
/// <param name="telCountryCode">telCountryCode</param>
/// <param name="telNumber">telNumber</param>
/// <param name="mobileCountryCode">mobileCountryCode</param>
/// <param name="mobileNumber">mobileNumber</param>
/// <param name="secEmailID">secEmailID</param>
/// <returns>bool</returns>
public bool UpdateTrusteeIndividualAuthOfficerContactInfo(int userID, string telCountryCode, string telNumber, string mobileCountryCode, string mobileNumber, string secEmailID)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var introducingBrokerRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
ObjectSet <IntroducingBroker> introducingBrokerObjSet =
((CurrentDeskClientsEntities)introducingBrokerRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
var updateRow = introducingBrokerObjSet.Where(x => x.FK_UserID == userID).
Include("TrustAccountInformations").Include("AssetManagers").FirstOrDefault();
if (updateRow != null)
{
//Update particular column values
updateRow.TrustAccountInformations.FirstOrDefault().TrusteeIndividualTelephoneNumber = telCountryCode + "-" + telNumber;
updateRow.TrustAccountInformations.FirstOrDefault().TrusteeIndividualMobileNumber = mobileCountryCode + "-" + mobileNumber;
updateRow.UserEmail = secEmailID;
if (updateRow.AssetManagers.FirstOrDefault() != null)
{
updateRow.AssetManagers.FirstOrDefault().UserEmail = secEmailID;
}
//Save changes
introducingBrokerRepo.Save();
return(true);
}
}
return(false);
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
return(true);
}
}
/// <summary>
/// This method returns individual account details of IB
/// </summary>
/// <param name="userID">userID</param>
/// <returns></returns>
public IntroducingBroker GetIndividualAccountDetails(int userID)
{
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var introducingBrokerRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
ObjectSet <IntroducingBroker> introducingBrokerObjSet =
((CurrentDeskClientsEntities)introducingBrokerRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
return(introducingBrokerObjSet.Where(x => x.FK_UserID == userID)
.Include("IndividualAccountInformations").Include("BankAccountInformations").Include("User").Include("Client_Account").FirstOrDefault());
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
throw;
}
}
/// <summary>
/// This function will Provide IB information
/// depending Upon FK_UserID
/// </summary>
/// <param name="userID"></param>
/// <returns></returns>
public IntroducingBroker GetClientInformation(int userID)
{
var currentDeskSecurity = new CurrentDeskSecurity();
try
{
using (var unitOfWork = new EFUnitOfWork())
{
var introducingBrokerRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
ObjectSet <IntroducingBroker> introducingBrokerObjSet =
((CurrentDeskClientsEntities)introducingBrokerRepo.Repository.UnitOfWork.Context).IntroducingBrokers;
//Get The Selected tunning and assign its Properties.
return(introducingBrokerObjSet.Where(ib => ib.FK_UserID == userID).FirstOrDefault());
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
throw;
}
}
/// <summary>
/// This method returns list of partner names and userID
/// </summary>
/// <param name="userID">users</param>
/// <returns></returns>
public List <BrokerClients> GetPartnerNames(List <User> users, int accountNumberPosition)
{
try
{
//Get all userids
var listOfUsersID = users.Select(x => x.PK_UserID).ToList();
using (var unitOfWork = new EFUnitOfWork())
{
var ibRepo =
new IntroducingBrokerRepository(new EFRepository <IntroducingBroker>(), unitOfWork);
var context =
((CurrentDeskClientsEntities)ibRepo.Repository.UnitOfWork.Context);
//Get the selected client and assign its Properties.
var selectedClient =
context.IntroducingBrokers.Where(brk => listOfUsersID.Contains((int)brk.FK_UserID))
.Include("IndividualAccountInformations")
.Include("JointAccountInformations")
.Include("CorporateAccountInformations")
.Include("TrustAccountInformations")
.Include("Client_Account")
.ToList();
List <BrokerClients> lstBrokerClients = new List <BrokerClients>();
//Check for nullability
if (selectedClient != null)
{
foreach (var item in selectedClient)
{
var brokerClient = new BrokerClients();
string brokerName = string.Empty;
//Get account type details
var accTypeBO = new AccountTypeBO();
var accountTypeDetails = accTypeBO.GetAccountTypeAndFormTypeValue((int)item.FK_AccountTypeID);
if (accountTypeDetails.FK_AccountTypeValue == Constants.K_ACCT_INDIVIDUAL)
{
var liveInfo = item.IndividualAccountInformations.FirstOrDefault();
brokerName = (liveInfo != null ? liveInfo.FirstName + " " + liveInfo.LastName : null) + " - " + (item.Client_Account.FirstOrDefault() != null ? item.Client_Account.FirstOrDefault().LandingAccount.Split('-')[accountNumberPosition] : "");
}
else if (accountTypeDetails.FK_AccountTypeValue == Constants.K_ACCT_JOINT)
{
var jointInfo = item.JointAccountInformations.FirstOrDefault();
brokerName = (jointInfo != null ? jointInfo.PrimaryAccountHolderFirstName + " " + jointInfo.PrimaryAccountHolderLastName : null) + " - " + (item.Client_Account.FirstOrDefault() != null ? item.Client_Account.FirstOrDefault().LandingAccount.Split('-')[accountNumberPosition] : "");
}
else if (accountTypeDetails.FK_AccountTypeValue == Constants.K_ACCT_CORPORATE)
{
var corInfo = item.CorporateAccountInformations.FirstOrDefault();
brokerName = (corInfo != null ? corInfo.CompanyName : null) + " - " + (item.Client_Account.FirstOrDefault() != null ? item.Client_Account.FirstOrDefault().LandingAccount.Split('-')[accountNumberPosition] : "");
}
else if (accountTypeDetails.FK_AccountTypeValue == Constants.K_ACCT_TRUST)
{
var trustInfo = item.TrustAccountInformations.FirstOrDefault();
brokerName = (trustInfo != null ? trustInfo.TrustName : null) + " - " + (item.Client_Account.FirstOrDefault() != null ? item.Client_Account.FirstOrDefault().LandingAccount.Split('-')[accountNumberPosition] : "");
}
brokerClient.UserID = (int)item.FK_UserID;
brokerClient.DisplayName = brokerName;
//Add to list
lstBrokerClients.Add(brokerClient);
}
}
return(lstBrokerClients);
}
}
catch (Exception ex)
{
CommonErrorLogger.CommonErrorLog(ex, System.Reflection.MethodBase.GetCurrentMethod().Name);
throw;
}
}