public void SaveInvestorAccount(InvestorAccount investorAccount)
{
using (DeepBlueEntities context = new DeepBlueEntities()) {
if (investorAccount.InvestorAccountID == 0) {
context.InvestorAccounts.AddObject(investorAccount);
}
else {
EntityKey key;
object originalItem;
key = default(EntityKey);
originalItem = null;
key = context.CreateEntityKey("InvestorAccounts", investorAccount);
if (context.TryGetObjectByKey(key, out originalItem)) {
context.ApplyCurrentValues(key.EntitySetName, investorAccount);
}
}
context.SaveChanges();
}
}
private IEnumerable<ErrorInfo> Validate(InvestorAccount investorAccount)
{
return ValidationHelper.Validate(investorAccount);
}
public ActionResult ImportInvestorBankExcel(FormCollection collection)
{
ImportInvestorBankExcelModel model = new ImportInvestorBankExcelModel();
ResultModel resultModel = new ResultModel();
MemoryCacheManager cacheManager = new MemoryCacheManager();
int totalPages = 0;
int totalRows = 0;
int completedRows = 0;
int? succssRows = 0;
int? errorRows = 0;
this.TryUpdateModel(model);
if (ModelState.IsValid) {
string key = string.Format(EXCELINVESTORBANKERROR_BY_KEY, model.SessionKey);
List<DeepBlue.Models.Deal.ImportExcelError> errors = cacheManager.Get(key, () => {
return new List<DeepBlue.Models.Deal.ImportExcelError>();
});
DataSet ds = ExcelConnection.ImportExcelDataset(model.SessionKey);
if (ds != null) {
PagingDataTable importExcelTable = null;
if (ds.Tables[model.InvestorBankTableName] != null) {
importExcelTable = (PagingDataTable)ds.Tables[model.InvestorBankTableName];
}
if (importExcelTable != null) {
importExcelTable.PageSize = model.PageSize;
PagingDataTable table = importExcelTable.Skip(model.PageIndex);
totalPages = importExcelTable.TotalPages;
totalRows = importExcelTable.TotalRows;
if (totalPages > model.PageIndex) {
completedRows = (model.PageIndex * importExcelTable.PageSize);
}
else {
completedRows = totalRows;
}
int rowNumber = 0;
string investorName = string.Empty;
string bankName = string.Empty;
int abaNumber = 0;
string accountName = string.Empty;
string accountNumber = string.Empty;
string ffcName = string.Empty;
string ffcNumber = string.Empty;
string reference = string.Empty;
string swift = string.Empty;
string iban = string.Empty;
string phone = string.Empty;
string fax = string.Empty;
DeepBlue.Models.Deal.ImportExcelError error;
EmailAttribute emailValidation = new EmailAttribute();
ZipAttribute zipAttribute = new ZipAttribute();
WebAddressAttribute webAttribute = new WebAddressAttribute();
IEnumerable<ErrorInfo> errorInfo;
StringBuilder rowErrors;
foreach (DataRow row in table.Rows) {
int.TryParse(row.GetValue("RowNumber"), out rowNumber);
error = new DeepBlue.Models.Deal.ImportExcelError { RowNumber = rowNumber };
rowErrors = new StringBuilder();
investorName = row.GetValue(model.InvestorName);
bankName = row.GetValue(model.BankName);
int.TryParse(row.GetValue(model.ABANumber), out abaNumber);
accountName = row.GetValue(model.AccountName);
accountNumber = row.GetValue(model.AccountNumber);
ffcName = row.GetValue(model.FFCName);
ffcNumber = row.GetValue(model.FFCNumber);
reference = row.GetValue(model.Reference);
swift = row.GetValue(model.Swift);
iban = row.GetValue(model.IBAN);
phone = row.GetValue(model.Phone);
fax = row.GetValue(model.Fax);
DeepBlue.Models.Entity.Investor investor = InvestorRepository.FindInvestor(investorName);
if (investor == null) {
error.Errors.Add(new ErrorInfo(model.InvestorName, "Investor does not exist"));
}
else {
// Attempt to create new investor account.
InvestorAccount investorAccount = InvestorRepository.FindInvestorAccount(
investor.InvestorID,
bankName,
abaNumber,
accountName,
accountNumber,
ffcName,
ffcNumber,
reference,
swift,
iban,
phone,
fax
);
if (investorAccount == null) {
investorAccount = new InvestorAccount();
investorAccount.CreatedBy = Authentication.CurrentUser.UserID;
investorAccount.CreatedDate = DateTime.Now;
}
else {
error.Errors.Add(new ErrorInfo(model.InvestorName, "Investor Bank Account Information already exist"));
}
if (error.Errors.Count() == 0) {
investorAccount.Comments = string.Empty;
investorAccount.EntityID = Authentication.CurrentEntity.EntityID;
investorAccount.IsPrimary = false;
investorAccount.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorAccount.LastUpdatedDate = DateTime.Now;
investorAccount.Routing = abaNumber;
investorAccount.Reference = reference;
investorAccount.FFC = ffcName;
investorAccount.FFCNumber = ffcNumber;
investorAccount.IBAN = iban;
investorAccount.SWIFT = swift;
investorAccount.Account = accountName;
investorAccount.AccountNumberCash = accountNumber;
investorAccount.BankName = bankName;
investorAccount.Phone = phone;
investorAccount.Fax = fax;
investorAccount.InvestorID = investor.InvestorID;
if (error.Errors.Count() == 0) {
errorInfo = InvestorRepository.SaveInvestorAccount(investorAccount);
if (errorInfo != null) {
error.Errors.Add(new ErrorInfo(model.InvestorName, ValidationHelper.GetErrorInfo(errorInfo)));
}
}
}
}
StringBuilder sberror = new StringBuilder();
foreach (var e in error.Errors) {
sberror.AppendFormat("{0},", e.ErrorMessage);
}
importExcelTable.AddError(rowNumber - 1, sberror.ToString());
errors.Add(error);
}
}
}
if (errors != null) {
succssRows = errors.Where(e => e.Errors.Count == 0).Count();
errorRows = errors.Where(e => e.Errors.Count > 0).Count();
}
}
else {
foreach (var values in ModelState.Values.ToList()) {
foreach (var err in values.Errors.ToList()) {
if (string.IsNullOrEmpty(err.ErrorMessage) == false) {
resultModel.Result += err.ErrorMessage + "\n";
}
}
}
}
return Json(new {
Result = resultModel.Result,
TotalRows = totalRows,
CompletedRows = completedRows,
TotalPages = totalPages,
PageIndex = model.PageIndex,
SuccessRows = succssRows,
ErrorRows = errorRows
});
}
public ActionResult UpdateInvestorBankDetail(FormCollection collection)
{
AccountInformation model = new AccountInformation();
this.TryUpdateModel(model, collection);
ResultModel resultModel = new ResultModel();
if (string.IsNullOrEmpty(model.Account)) {
ModelState.AddModelError("Account", "Account Name is required");
}
if (ModelState.IsValid) {
InvestorAccount investorAccount = null;
if ((model.AccountId ?? 0) > 0)
investorAccount = InvestorRepository.FindInvestorAccount(model.AccountId ?? 0);
if (investorAccount == null) {
investorAccount = new InvestorAccount();
investorAccount.CreatedBy = Authentication.CurrentUser.UserID;
investorAccount.CreatedDate = DateTime.Now;
}
investorAccount.InvestorID = model.InvestorId;
investorAccount.EntityID = Authentication.CurrentEntity.EntityID;
investorAccount.Account = model.Account;
investorAccount.AccountNumberCash = model.AccountNumber;
investorAccount.Attention = model.Attention;
investorAccount.Reference = model.Reference;
investorAccount.AccountOf = model.AccountOf;
investorAccount.Routing = model.ABANumber;
investorAccount.SWIFT = model.Swift;
investorAccount.IBAN = model.IBAN;
investorAccount.FFC = model.FFC;
investorAccount.FFCNumber = model.FFCNumber;
investorAccount.ByOrderOf = model.ByOrderOf;
investorAccount.BankName = model.BankName;
investorAccount.Phone = model.AccountPhone;
investorAccount.Fax = model.AccountFax;
investorAccount.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorAccount.LastUpdatedDate = DateTime.Now;
IEnumerable<ErrorInfo> errorInfo = InvestorRepository.SaveInvestorAccount(investorAccount);
resultModel.Result += ValidationHelper.GetErrorInfo(errorInfo);
if (string.IsNullOrEmpty(resultModel.Result))
resultModel.Result += "True||" + investorAccount.InvestorAccountID;
}
else {
foreach (var values in ModelState.Values.ToList()) {
foreach (var err in values.Errors.ToList()) {
if (string.IsNullOrEmpty(err.ErrorMessage) == false) {
resultModel.Result += err.ErrorMessage + "\n";
}
}
}
}
return View("Result", resultModel);
}
public ActionResult Create(FormCollection collection)
{
CreateModel model = new CreateModel();
ResultModel resultModel = new ResultModel();
IEnumerable<ErrorInfo> errorInfo = null;
this.TryUpdateModel(model);
string ErrorMessage = InvestorNameAvailable(model.InvestorName, model.InvestorId);
StringBuilder errors;
EmailAttribute emailValidation = new EmailAttribute();
ZipAttribute zipAttribute = new ZipAttribute();
WebAddressAttribute webAttribute = new WebAddressAttribute();
int count = 0;
string errorTitle = string.Empty;
if (String.IsNullOrEmpty(ErrorMessage) == false) {
ModelState.AddModelError("InvestorName", ErrorMessage);
}
ErrorMessage = SocialSecurityTaxIdAvailable(model.SocialSecurityTaxId, model.InvestorId);
if (String.IsNullOrEmpty(ErrorMessage) == false) {
ModelState.AddModelError("SocialSecurityTaxId", ErrorMessage);
}
if (ModelState.IsValid) {
// Attempt to create new deal.
DeepBlue.Models.Entity.Investor investor = new DeepBlue.Models.Entity.Investor();
investor.Alias = model.Alias;
investor.IsDomestic = model.DomesticForeign;
investor.InvestorEntityTypeID = model.EntityType;
investor.InvestorName = model.InvestorName;
investor.FirstName = model.Alias;
investor.ResidencyState = model.StateOfResidency;
investor.Social = model.SocialSecurityTaxId ?? "";
investor.Notes = model.Notes;
investor.Source = model.Source;
investor.FOIA = model.FOIA;
investor.ERISA = model.ERISA;
investor.TaxID = 0;
investor.FirstName = string.Empty;
investor.LastName = "n/a";
investor.ManagerName = string.Empty;
investor.MiddleName = string.Empty;
investor.PrevInvestorID = 0;
investor.CreatedBy = Authentication.CurrentUser.UserID;
investor.CreatedDate = DateTime.Now;
investor.LastUpdatedBy = Authentication.CurrentUser.UserID;
investor.LastUpdatedDate = DateTime.Now;
investor.EntityID = Authentication.CurrentEntity.EntityID;
investor.TaxExempt = false;
// Attempt to create new investor address.
InvestorAddress investorAddress = new InvestorAddress();
investorAddress.CreatedBy = Authentication.CurrentUser.UserID;
investorAddress.CreatedDate = DateTime.Now;
investorAddress.EntityID = Authentication.CurrentEntity.EntityID;
investorAddress.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorAddress.LastUpdatedDate = DateTime.Now;
investorAddress.Address = new Address();
investorAddress.Address.Address1 = model.Address1 ?? "";
investorAddress.Address.Address2 = model.Address2 ?? "";
investorAddress.Address.AddressTypeID = (int)DeepBlue.Models.Admin.Enums.AddressType.Work;
investorAddress.Address.City = model.City ?? "";
investorAddress.Address.Country = model.Country;
investorAddress.Address.CreatedBy = Authentication.CurrentUser.UserID;
investorAddress.Address.CreatedDate = DateTime.Now;
investorAddress.Address.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorAddress.Address.LastUpdatedDate = DateTime.Now;
investorAddress.Address.EntityID = Authentication.CurrentEntity.EntityID;
investorAddress.Address.PostalCode = model.Zip;
investorAddress.Address.State = model.State;
if (string.IsNullOrEmpty(investorAddress.Address.Address1) == false
|| string.IsNullOrEmpty(investorAddress.Address.Address2) == false
|| string.IsNullOrEmpty(investorAddress.Address.City) == false
|| string.IsNullOrEmpty(investorAddress.Address.PostalCode) == false
|| string.IsNullOrEmpty(investorAddress.Address.County) == false
|| string.IsNullOrEmpty(model.Phone) == false
|| string.IsNullOrEmpty(model.Email) == false
|| string.IsNullOrEmpty(model.WebAddress) == false
|| string.IsNullOrEmpty(model.Fax) == false
) {
errorTitle = "<b>Address Information:</b>";
errors = new StringBuilder();
errorInfo = ValidationHelper.Validate(investorAddress.Address);
if (errorInfo.Any()) {
errors.Append(ValidationHelper.GetErrorInfo(errorInfo));
}
if (emailValidation.IsValid(model.Email) == false)
errors.Append("Invalid Email\n");
if (zipAttribute.IsValid(model.Zip) == false)
errors.Append("Invalid Zip\n");
if (webAttribute.IsValid(model.WebAddress) == false)
errors.Append("Invalid Web Address\n");
if (string.IsNullOrEmpty(errors.ToString()) == false) {
resultModel.Result = string.Format("{0}\n{1}\n", errorTitle, errors.ToString());
}
if (string.IsNullOrEmpty(resultModel.Result)) {
/* Add New Investor Address */
investor.InvestorAddresses.Add(investorAddress);
/* Investor Communication Values */
AddCommunication(investor, Models.Admin.Enums.CommunicationType.HomePhone, model.Phone);
AddCommunication(investor, Models.Admin.Enums.CommunicationType.Email, model.Email);
AddCommunication(investor, Models.Admin.Enums.CommunicationType.WebAddress, model.WebAddress);
AddCommunication(investor, Models.Admin.Enums.CommunicationType.Fax, model.Fax);
}
}
/* Bank Account */
count = 0;
InvestorAccount investorAccount;
for (int index = 0; index < model.AccountLength; index++) {
if (DataTypeHelper.ToInt32(collection[(index + 1).ToString() + "_" + "BankIndex"]) <= 0) continue;
count++;
// Attempt to create new investor account.
investorAccount = new InvestorAccount();
investorAccount.Comments = string.Empty;
investorAccount.CreatedBy = Authentication.CurrentUser.UserID;
investorAccount.CreatedDate = DateTime.Now;
investorAccount.EntityID = Authentication.CurrentEntity.EntityID;
investorAccount.IsPrimary = false;
investorAccount.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorAccount.LastUpdatedDate = DateTime.Now;
investorAccount.Routing = DataTypeHelper.ToInt32(collection[(index + 1).ToString() + "_" + "ABANumber"]);
investorAccount.Reference = Convert.ToString(collection[(index + 1).ToString() + "_" + "Reference"]);
investorAccount.AccountOf = Convert.ToString(collection[(index + 1).ToString() + "_" + "AccountOf"]);
investorAccount.FFC = Convert.ToString(collection[(index + 1).ToString() + "_" + "FFC"]);
investorAccount.FFCNumber = Convert.ToString(collection[(index + 1).ToString() + "_" + "FFCNumber"]);
investorAccount.IBAN = Convert.ToString(collection[(index + 1).ToString() + "_" + "IBAN"]);
investorAccount.ByOrderOf = Convert.ToString(collection[(index + 1).ToString() + "_" + "ByOrderOf"]);
investorAccount.SWIFT = Convert.ToString(collection[(index + 1).ToString() + "_" + "Swift"]);
investorAccount.Account = Convert.ToString(collection[(index + 1).ToString() + "_" + "Account"]);
investorAccount.AccountNumberCash = Convert.ToString(collection[(index + 1).ToString() + "_" + "AccountNumber"]);
investorAccount.Attention = Convert.ToString(collection[(index + 1).ToString() + "_" + "Attention"]);
investorAccount.BankName = Convert.ToString(collection[(index + 1).ToString() + "_" + "BankName"]);
investorAccount.Phone = Convert.ToString(collection[(index + 1).ToString() + "_" + "AccountPhone"]);
investorAccount.Fax = Convert.ToString(collection[(index + 1).ToString() + "_" + "AccountFax"]);
if (string.IsNullOrEmpty(investorAccount.Comments) == false
|| string.IsNullOrEmpty(investorAccount.Reference) == false
|| string.IsNullOrEmpty(investorAccount.AccountOf) == false
|| string.IsNullOrEmpty(investorAccount.FFC) == false
|| string.IsNullOrEmpty(investorAccount.FFCNumber) == false
|| string.IsNullOrEmpty(investorAccount.IBAN) == false
|| string.IsNullOrEmpty(investorAccount.ByOrderOf) == false
|| string.IsNullOrEmpty(investorAccount.SWIFT) == false
|| string.IsNullOrEmpty(investorAccount.Account) == false
|| string.IsNullOrEmpty(investorAccount.AccountNumberCash) == false
|| string.IsNullOrEmpty(investorAccount.Attention) == false
|| string.IsNullOrEmpty(investorAccount.BankName) == false
|| string.IsNullOrEmpty(investorAccount.Phone) == false
|| string.IsNullOrEmpty(investorAccount.Fax) == false
|| investorAccount.Routing > 0) {
errorInfo = ValidationHelper.Validate(investorAccount);
if (errorInfo.Any()) {
resultModel.Result += string.Format("<b>Bank Information {0}:</b>\n{1}\n", count.ToString(), ValidationHelper.GetErrorInfo(errorInfo));
}
if (string.IsNullOrEmpty(resultModel.Result)) {
investor.InvestorAccounts.Add(investorAccount);
}
}
}
count = 0;
/* Contact Address */
InvestorContact investorContact;
ContactAddress contactAddress;
for (int index = 0; index < model.ContactLength; index++) {
if (DataTypeHelper.ToInt32(collection[(index + 1).ToString() + "_" + "ContactIndex"]) <= 0) continue;
count++;
// Attempt to create new investor contact.
investorContact = new InvestorContact();
investorContact.CreatedBy = Authentication.CurrentUser.UserID;
investorContact.CreatedDate = DateTime.Now;
investorContact.EntityID = Authentication.CurrentEntity.EntityID;
investorContact.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorContact.LastUpdatedDate = DateTime.Now;
investorContact.Contact = new Contact();
investorContact.Contact.ContactName = Convert.ToString(collection[(index + 1).ToString() + "_" + "ContactPerson"]);
investorContact.Contact.CreatedBy = Authentication.CurrentUser.UserID;
investorContact.Contact.CreatedDate = DateTime.Now;
investorContact.Contact.FirstName = "n/a";
investorContact.Contact.LastName = "n/a";
investorContact.Contact.LastUpdatedBy = Authentication.CurrentUser.UserID;
investorContact.Contact.LastUpdatedDate = DateTime.Now;
investorContact.Contact.ReceivesDistributionNotices = DataTypeHelper.CheckBoolean(collection[(index + 1).ToString() + "_" + "DistributionNotices"]);
investorContact.Contact.ReceivesFinancials = DataTypeHelper.CheckBoolean(collection[(index + 1).ToString() + "_" + "Financials"]);
investorContact.Contact.ReceivesInvestorLetters = DataTypeHelper.CheckBoolean(collection[(index + 1).ToString() + "_" + "InvestorLetters"]);
investorContact.Contact.ReceivesK1 = DataTypeHelper.CheckBoolean(collection[(index + 1).ToString() + "_" + "K1"]);
investorContact.Contact.Designation = collection[(index + 1).ToString() + "_" + "Designation"];
investorContact.Contact.EntityID = Authentication.CurrentEntity.EntityID;
// Attempt to create new investor contact address.
contactAddress = new ContactAddress();
contactAddress.CreatedBy = Authentication.CurrentUser.UserID;
contactAddress.CreatedDate = DateTime.Now;
contactAddress.EntityID = Authentication.CurrentEntity.EntityID;
contactAddress.LastUpdatedBy = Authentication.CurrentUser.UserID;
contactAddress.LastUpdatedDate = DateTime.Now;
contactAddress.Address = new Address();
contactAddress.Address.Address1 = Convert.ToString(collection[(index + 1).ToString() + "_" + "ContactAddress1"]);
contactAddress.Address.Address2 = Convert.ToString(collection[(index + 1).ToString() + "_" + "ContactAddress2"]);
contactAddress.Address.AddressTypeID = (int)DeepBlue.Models.Admin.Enums.AddressType.Work;
contactAddress.Address.City = Convert.ToString(collection[(index + 1).ToString() + "_" + "ContactCity"]);
contactAddress.Address.Country = Convert.ToInt32(collection[(index + 1).ToString() + "_" + "ContactCountry"]);
contactAddress.Address.CreatedBy = Authentication.CurrentUser.UserID;
contactAddress.Address.CreatedDate = DateTime.Now;
contactAddress.Address.EntityID = Authentication.CurrentEntity.EntityID;
contactAddress.Address.LastUpdatedBy = Authentication.CurrentUser.UserID;
contactAddress.Address.LastUpdatedDate = DateTime.Now;
contactAddress.Address.PostalCode = collection[(index + 1).ToString() + "_" + "ContactZip"];
contactAddress.Address.State = Convert.ToInt32(collection[(index + 1).ToString() + "_" + "ContactState"]);
/* Add Investor Contact Communication Values */
string contactPhoneNo = collection[(index + 1).ToString() + "_" + "ContactPhoneNumber"];
string contactFaxNo = collection[(index + 1).ToString() + "_" + "ContactFaxNumber"];
string contactEmail = collection[(index + 1).ToString() + "_" + "ContactEmail"];
string contactWebAddress = collection[(index + 1).ToString() + "_" + "ContactWebAddress"];
if (string.IsNullOrEmpty(contactAddress.Address.Address1) == false
|| string.IsNullOrEmpty(contactAddress.Address.Address2) == false
|| string.IsNullOrEmpty(contactAddress.Address.City) == false
|| string.IsNullOrEmpty(contactAddress.Address.PostalCode) == false
|| string.IsNullOrEmpty(investorContact.Contact.ContactName) == false
|| string.IsNullOrEmpty(contactPhoneNo) == false
|| string.IsNullOrEmpty(contactFaxNo) == false
|| string.IsNullOrEmpty(contactEmail) == false
|| string.IsNullOrEmpty(contactWebAddress) == false
) {
errorInfo = ValidationHelper.Validate(contactAddress.Address);
errorInfo = errorInfo.Union(ValidationHelper.Validate(investorContact.Contact));
errorTitle = "<b>Contact Information {0}:</b>\n{1}\n";
errors = new StringBuilder();
if (errorInfo.Any()) {
errors.Append(ValidationHelper.GetErrorInfo(errorInfo));
}
if (emailValidation.IsValid(contactEmail) == false)
errors.Append("Invalid Email\n");
if (webAttribute.IsValid(contactWebAddress) == false)
errors.Append("Invalid Web Address\n");
if (zipAttribute.IsValid(contactAddress.Address.PostalCode) == false)
errors.Append("Invalid Zip\n");
if (string.IsNullOrEmpty(errors.ToString()) == false) {
resultModel.Result += string.Format(errorTitle, count.ToString(), errors.ToString());
}
if (string.IsNullOrEmpty(resultModel.Result)) {
investorContact.Contact.ContactAddresses.Add(contactAddress);
}
if (string.IsNullOrEmpty(resultModel.Result)) {
investor.InvestorContacts.Add(investorContact);
AddCommunication(investorContact.Contact, Models.Admin.Enums.CommunicationType.HomePhone, contactPhoneNo);
AddCommunication(investorContact.Contact, Models.Admin.Enums.CommunicationType.Fax, contactFaxNo);
AddCommunication(investorContact.Contact, Models.Admin.Enums.CommunicationType.Email, contactEmail);
AddCommunication(investorContact.Contact, Models.Admin.Enums.CommunicationType.WebAddress, contactWebAddress);
}
}
}
if (string.IsNullOrEmpty(resultModel.Result)) {
errorInfo = InvestorRepository.SaveInvestor(investor);
if (errorInfo != null) {
resultModel.Result = ValidationHelper.GetErrorInfo(errorInfo);
}
else {
resultModel.Result += SaveCustomValues(collection, investor.InvestorID);
}
}
if (string.IsNullOrEmpty(resultModel.Result)) {
resultModel.Result = "True||" + investor.InvestorID;
}
}
if (ModelState.IsValid == false) {
foreach (var values in ModelState.Values.ToList()) {
foreach (var err in values.Errors.ToList()) {
if (string.IsNullOrEmpty(err.ErrorMessage) == false) {
resultModel.Result += err.ErrorMessage + "\n";
}
}
}
}
return View("Result", resultModel);
}
public IEnumerable<ErrorInfo> SaveInvestorAccount(InvestorAccount investorAccount)
{
return investorAccount.Save();
}
public static List<DeepBlue.Models.Entity.Investor> ConvertBlueToDeepBlue()
{
Errors = new List<KeyValuePair<C7_20tblLPPaymentInstructions, Exception>>();
TotalConversionRecords = 0;
RecordsConvertedSuccessfully = 0;
List<DeepBlue.Models.Entity.Investor> dbInvestors = new List<DeepBlue.Models.Entity.Investor>();
using (BlueEntities context = new BlueEntities()) {
List<C7_20tblLPPaymentInstructions> investors = context.C7_20tblLPPaymentInstructions.ToList();
foreach (C7_20tblLPPaymentInstructions investor in investors) {
try {
TotalConversionRecords++;
DeepBlue.Models.Entity.Investor deepBlueInvestor = GetInvestorFromBlue(investor);
#region Investor Account
// Blue has only 1 account for 1 investor
InvestorAccount account = new InvestorAccount();
if (!string.IsNullOrEmpty(investor.ABANumber)) {
account.Routing = Convert.ToInt32(investor.ABANumber.Trim().Replace(" ", string.Empty).Replace("-", string.Empty));
}
if (!string.IsNullOrEmpty(investor.AccountNumber)) {
account.Account = investor.AccountNumber;
}
else {
account.Account = Globals.DefaultStringValue;
}
account.AccountOf = investor.Accountof;
account.Attention = investor.Attn;
account.BankName = investor.Bank;
account.Reference = investor.Reference;
account.CreatedBy = Globals.CurrentUser.UserID;
account.CreatedDate = DateTime.Now;
account.EntityID = Globals.DefaultEntityID;
account.IsPrimary = false;
account.LastUpdatedBy = Globals.CurrentUser.UserID;
account.LastUpdatedDate = DateTime.Now;
// WARNING: The following values are present in our database, but not present in Blue, so setting those to NULL
// FFC
// FFCNO
// IBAN
// ByOrderOf
// Swift
#endregion
deepBlueInvestor.InvestorAccounts.Add(account);
#region Contact Info
foreach (C7_25LPContactinfo contactInfo in investor.C7_25LPContactinfo) {
InvestorContact investorContact = new InvestorContact();
investorContact.CreatedBy = Globals.CurrentUser.UserID;
investorContact.CreatedDate = DateTime.Now;
investorContact.EntityID = Globals.DefaultEntityID;
investorContact.LastUpdatedBy = Globals.CurrentUser.UserID;
investorContact.LastUpdatedDate = DateTime.Now;
Contact contact = new Contact();
contact.ContactCompany = contactInfo.ContactCompany;
contact.ContactName = contactInfo.ContactName;
// WARNING: Deepblue has consolidated CallNotices/Distribution notices into one field.
if (contactInfo.DistributionNotices != null) {
contact.ReceivesDistributionNotices = contactInfo.DistributionNotices.Value;
}
if (contactInfo.Financials != null) {
contact.ReceivesFinancials = contactInfo.Financials.Value;
}
if (contactInfo.InvestorLetters != null) {
contact.ReceivesInvestorLetters = contactInfo.InvestorLetters.Value;
}
contact.CreatedBy = Globals.CurrentUser.UserID;
contact.CreatedDate = DateTime.Now;
contact.FirstName = contactInfo.ContactName;
contact.LastName = "n/a";
contact.LastUpdatedBy = Globals.CurrentUser.UserID;
contact.LastUpdatedDate = DateTime.Now;
contact.EntityID = Globals.DefaultEntityID;
investorContact.Contact = contact;
// WARNING: We dont have the following values in our database
// contactInfo.Dear; // This seems to be the first name from Contact Name
Address contactAddress = new Address();
if (contactInfo.ContactAddress != null) {
if (contactInfo.ContactAddress.Length > 40) {
contactAddress.Address1 = contactInfo.ContactAddress.Substring(0, 40);
} else {
contactAddress.Address1 = contactInfo.ContactAddress;
}
}
else {
contactAddress.Address1 = Globals.DefaultStringValue;
}
//contactInfo.Comments;
contactAddress.Address2 = contactInfo.ContactAddress2;
// Contact Info(Access) doesnt have the values for these properties, so using default values
contactAddress.Country = Globals.DefaultCountryID;
contactAddress.City = Globals.DefaultCity;
contactAddress.State = Globals.DefaultStateID;
contactAddress.PostalCode = Globals.DefaultZip;
try {
string[] parts = new string[3];
if (ParseAddress(contactInfo.ContactAddress2, out parts)) {
contactAddress.City = parts[0];
contactAddress.PostalCode = parts[2];
int postalCode = 0;
bool validZip = true;
if (Int32.TryParse(contactAddress.PostalCode, out postalCode)) {
if (contactAddress.PostalCode.Length > 5) {
validZip = false;
}
} else {
validZip = false;
}
if (!validZip) {
contactAddress.PostalCode = Globals.DefaultZip;
}
contactAddress.State = Globals.States.Where(x => x.Abbr == parts[1].ToUpper().Trim()).First().StateID;
}
else {
contactAddress.City = "dataerror: " + contactInfo.ContactAddress2;
}
}
catch {
}
AddCommunication(contact, Models.Admin.Enums.CommunicationType.Email, contactInfo.ContactEmail);
AddCommunication(contact, Models.Admin.Enums.CommunicationType.HomePhone, contactInfo.ContactPhone);
AddCommunication(contact, Models.Admin.Enums.CommunicationType.Fax, contactInfo.ContactFax);
contactAddress.AddressTypeID = (int)DeepBlue.Models.Admin.Enums.AddressType.Work;
contactAddress.CreatedBy = Globals.CurrentUser.UserID;
contactAddress.CreatedDate = DateTime.Now;
contactAddress.EntityID = Globals.DefaultEntityID;
contactAddress.LastUpdatedBy = Globals.CurrentUser.UserID;
contactAddress.LastUpdatedDate = DateTime.Now;
ContactAddress cntAddr = new ContactAddress();
cntAddr.CreatedBy = Globals.CurrentUser.UserID;
cntAddr.CreatedDate = DateTime.Now;
cntAddr.EntityID = Globals.DefaultEntityID;
cntAddr.LastUpdatedBy = Globals.CurrentUser.UserID;
cntAddr.LastUpdatedDate = DateTime.Now;
cntAddr.Address = contactAddress;
investorContact.Contact.ContactAddresses.Add(cntAddr);
deepBlueInvestor.InvestorContacts.Add(investorContact);
}
#endregion
dbInvestors.Add(deepBlueInvestor);
RecordsConvertedSuccessfully++;
}
catch (Exception ex) {
Errors.Add(new KeyValuePair<C7_20tblLPPaymentInstructions, Exception>(investor, ex));
}
}
}
return dbInvestors;
}
public static void ConvertInvestorViaWeb()
{
List<CreateModel> models = new List<CreateModel>();
using (BlueEntities context = new BlueEntities()) {
List<C7_20tblLPPaymentInstructions> investors = context.C7_20tblLPPaymentInstructions.ToList();
foreach (C7_20tblLPPaymentInstructions investor in investors) {
CreateModel model = GetCreateModelFromBlue(investor);
#region Investor Account
// Currently in blue, each investor has only one account
model.AccountLength = 1; // This is used as a prefix for each InvestorAccount passed in the form
//The following Key is used to determine if a particular Account has been deleted or not
// index_BankIndex
// index is 1 based
InvestorAccount account = new InvestorAccount();
// Server looks for index_ABANumber
account.Routing = Convert.ToInt32(investor.ABANumber);
// Server looks for index_AccountNumber
account.Account = investor.AccountNumber;
account.AccountOf = investor.Accountof;
account.Attention = investor.Attn;
account.BankName = investor.Bank;
account.Reference = investor.Reference;
// WARNING: The following values are present in our database, but not present in Blue, so setting those to NULL
// FFC
// FFCNO
// IBAN
// ByOrderOf
// Swift
#endregion
#region Contact Info
//The following Key is used to determine if a particular Contact has been deleted or not
// index_ContactIndex
model.ContactLength = 0;
foreach (C7_25LPContactinfo contactInfo in investor.C7_25LPContactinfo) {
model.ContactLength++;
Contact contact = new Contact();
contact.ContactCompany = contactInfo.ContactCompany;
contact.ContactName = contactInfo.ContactName;
// WARNING: Deepblue has consolidated CallNotices/Distribution notices into one field.
if (contactInfo.DistributionNotices != null) {
contact.ReceivesDistributionNotices = contactInfo.DistributionNotices.Value;
}
if (contactInfo.Financials != null) {
contact.ReceivesFinancials = contactInfo.Financials.Value;
}
if (contactInfo.InvestorLetters != null) {
contact.ReceivesInvestorLetters = contactInfo.InvestorLetters.Value;
}
// WARNING: We dont have the following values in our database
// contactInfo.Dear; // This seems to be the first name from Contact Name
Address contactAddress = new Address();
contactAddress.Address1 = contactInfo.ContactAddress;
//contactInfo.Comments;
contactAddress.Address2 = contactInfo.ContactAddress2;
// Contact Info(Access) doesnt have the values for these properties, so using default values
contactAddress.Country = Globals.DefaultCountryID;
try {
string[] parts = new string[3];
if (ParseAddress(contactInfo.ContactAddress2, out parts)) {
contactAddress.City = parts[0];
contactAddress.PostalCode = parts[2];
contactAddress.State = Globals.States.Where(x => x.Abbr == parts[1].ToUpper().Trim()).First().StateID;
}
}
catch {
contactAddress.City = Globals.DefaultCity;
contactAddress.State = Globals.DefaultStateID;
contactAddress.PostalCode = Globals.DefaultZip;
}
AddCommunication(contact, Models.Admin.Enums.CommunicationType.Email, contactInfo.ContactEmail);
AddCommunication(contact, Models.Admin.Enums.CommunicationType.HomePhone, contactInfo.ContactPhone);
AddCommunication(contact, Models.Admin.Enums.CommunicationType.Fax, contactInfo.ContactFax);
}
#endregion
}
}
}