Exemplo n.º 1
0
        public List<AccountView> getAllCertainGroupAllAssociatedAccount(ClientAccountCreationBindingModel ClientGroupID) {
            ClientGroup clientGroup = edisRepo.getClientGroupByGroupId(ClientGroupID.clientGroup);
            List<GroupAccount> accounts = edisRepo.GetAccountsForClientGroupSync(clientGroup.ClientGroupNumber, DateTime.Now);
            List<ClientAccount> clientAccounts = new List<ClientAccount>();
            clientGroup.GetClientsSync().ForEach(c => clientAccounts.AddRange(c.GetAccountsSync()));

            List<AccountView> result = new List<AccountView>();
            accounts.ForEach(a => result.Add(new AccountView { id = a.Id, name = a.AccountNameOrInfo, accountCatagory = AccountCatergories.GroupAccount.ToString()}));
            clientAccounts.ForEach(a => result.Add(new AccountView { id = a.Id, name = a.AccountNameOrInfo, accountCatagory = AccountCatergories.ClientAccount.ToString()}));

            //var ClientGroupId = ClientGroupID.clientGroup;
            ////Here we retrieve the group account then add to the result
            //List<GroupAccount> accounts = edisRepo.GetAccountsForClientGroupByIdSync(ClientGroupId, DateTime.Now);
            //foreach (var groupAccount in accounts) {
            //    result.Add(new AccountView {
            //        id = groupAccount.Id,
            //        name = groupAccount.AccountNameOrInfo
            //    });
            //}
            ////then we get all the clients' accounts
            //ClientGroup clientGroup = edisRepo.getClientGroupByGroupId(ClientGroupId);
            //List<ClientAccount> clientAccounts = new List<ClientAccount>();
            //clientGroup.GetClientsSync().ForEach(c => clientAccounts.AddRange(c.GetAccountsSync()));
            ////add to the result
            //foreach (var clientAccount in clientAccounts) {
            //    result.Add(new AccountView {
            //            id = clientAccount.Id,
            //            name = clientAccount.AccountNameOrInfo
            //    });
            //}
            return result;
          
        }
Exemplo n.º 2
0
        public List<ClientView> getAllAdviserClientsForGroup(ClientAccountCreationBindingModel clientGroupNumber)
        {
            var clientGroup = edisRepo.getClientGroupByGroupId(clientGroupNumber.clientGroup);              //Add this statement .............
            var clientList = edisRepo.GetClientsForGroupSync(clientGroup.ClientGroupNumber, DateTime.Now);

            List<ClientView> clients = new List<ClientView>();
            foreach (var client in clientList)
            {
                if (client.ClientType == "person")
                {
                    clients.Add(new ClientView
                    {
                        id = client.Id,
                        name = client.FirstName + " " + client.LastName,
                    });
                }
                else
                {
                    clients.Add(new ClientView
                    {
                        id = client.Id,
                        name = client.EntityName,
                    });
                }

            }
            return clients;
        }
Exemplo n.º 3
0
 public void createClientGroupAccount(ClientAccountCreationBindingModel model)
 {
     edisRepo.CreateNewClientGroupAccountSync(model.clientGroup, model.accountName, model.accountType, model.marginLenderId);
 }
 public void createClientAccount(ClientAccountCreationBindingModel model)
 {
     edisRepo.CreateNewClientAccountSync(model.client, model.accountName, model.accountType);
 }