public async Task <List <MLFSPlan> > GetClientPlans(string clientId, string url = "")
{
if (String.IsNullOrEmpty(url))
{
url = String.Format("clients/{0}/plans", clientId);
}
IRestResponse response = await IOConnection.GetResponse(url);
if (response.Content.Length != 0 && response.StatusCode == System.Net.HttpStatusCode.OK)
{
JArray jarray = Tools.ExtractItemsArrayFromJsonString(response.Content);
List <MLFSPlan> plans = MLFSPlan.CreateList(jarray);
foreach (MLFSPlan p in plans)
{
url = String.Format("clients/{0}/plans/{1}/contributions", clientId, p.PrimaryID);
response = await IOConnection.GetResponse(url);
JArray conts = Tools.ExtractItemsArrayFromJsonString(response.Content);
p.ContributionsToDate = conts.Sum(x => Decimal.Parse(x["value"]["amount"].ToString()));
}
return(plans);
}
else
{
return(null);
}
}
public async Task <string> InsertList(List <MLFSSale> sales)
{
foreach (MLFSSale sale in sales)
{
if (string.IsNullOrEmpty(sale.ProviderName))
{
try
{
List <MLFSPlan> plansFromIO = await _clientData.GetClientPlans(sale.ClientId);
MLFSPlan selectedPlanFromIO = plansFromIO.Where(x => x.PrimaryID == sale.IOReference).FirstOrDefault();
if (selectedPlanFromIO != null && selectedPlanFromIO.PlanType.ToLower() != "wrap")
{
List <MLFSFee> feesFromIO = await _clientData.GetClientFees(sale.ClientId);
MLFSFee selectedFeeFromIO = feesFromIO.Where(x => x.Plan.PrimaryID == selectedPlanFromIO.PrimaryID && x.IsRecurring).FirstOrDefault();
sale.AddPlanData(selectedPlanFromIO, selectedFeeFromIO);
}
}
catch
{
//No IO data found
}
}
_db.MLFSSales.Add(sale);
}
await _db.SaveChangesAsync();
return("Success");
}
public void CreateListOfPlansFromJsonString()
{
//arrange
string jsonResponse = "{\"href\":\"https://api.intelliflo.com/v2/clients/30944834/plans\",\"first_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans?top=100&skip=0\",\"items\":[{\"id\":55475389,\"href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389\",\"currency\":\"GBP\",\"discriminator\":\"LoanCreditPlan\",\"planType\":{\"name\":\"Bridging Loan\",\"portfolioCategory\":\"Loans\"},\"policyNumber\":\"123456798\",\"productName\":\"LoansRUs\",\"productProvider\":{\"id\":2139,\"href\":\"https://api.intelliflo.com/v2/productproviders/2139\",\"name\":\"1st Port Asset Management\"},\"sellingAdviser\":{\"id\":91653,\"href\":\"https://api.intelliflo.com/v2/advisers/91653\"},\"owners\":[{\"id\":30945926,\"href\":\"https://api.intelliflo.com/v2/clients/30945926\"},{\"id\":30944834,\"href\":\"https://api.intelliflo.com/v2/clients/30944834\"}],\"isVisibleToClient\":false,\"currentStatus\":\"Draft\",\"isPreExisting\":false,\"reference\":\"IOB55475389\",\"planTypes_href\":\"https://api.intelliflo.com/v2/plantypes\",\"valuations_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/valuations\",\"contributions_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/contributions\",\"topups_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/topups\",\"planHoldings_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/holdings\",\"lifecycle\":{\"id\":46582,\"name\":\"New Business - Mortgages\",\"href\":\"https://api.intelliflo.com/v2/lifecycles/46582\"},\"isTopup\":false,\"isAdviceOffPanel\":false,\"otherReferences\":{\"portalReference\":\"\"},\"clientCategory\":\"Retail\",\"available_plan_purposes_href\":\"https://api.intelliflo.com/v2/planpurposes?planType=Bridging%20Loan\",\"plan_purposes_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/purposes\",\"withdrawals_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/withdrawals\",\"banding\":{\"id\":106604,\"href\":\"https://api.intelliflo.com/v2/advisers/91653/bandingtemplates/106604\"},\"forwardIncomeTo\":{\"id\":91653,\"href\":\"https://api.intelliflo.com/v2/advisers/91653\",\"useBanding\":false},\"adviceStatus\":{\"value\":\"UnderAdvice\"}},{\"id\":55475456,\"href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475456\",\"currency\":\"GBP\",\"discriminator\":\"PensionContributionDrawdownPlan\",\"planType\":{\"name\":\"Family SIPP\",\"portfolioCategory\":\"Pensions\"},\"productName\":\"SIPPtastic\",\"productProvider\":{\"id\":1200,\"href\":\"https://api.intelliflo.com/v2/productproviders/1200\",\"name\":\"Abacus Financial Services Ltd\"},\"sellingAdviser\":{\"id\":91653,\"href\":\"https://api.intelliflo.com/v2/advisers/91653\"},\"owners\":[{\"id\":30944834,\"href\":\"https://api.intelliflo.com/v2/clients/30944834\"}],\"isVisibleToClient\":false,\"currentStatus\":\"Draft\",\"isPreExisting\":false,\"reference\":\"IOB55475456\",\"planTypes_href\":\"https://api.intelliflo.com/v2/plantypes\",\"valuations_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475456/valuations\",\"contributions_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475456/contributions\",\"topups_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475456/topups\",\"planHoldings_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475456/holdings\",\"lifecycle\":{\"id\":46583,\"name\":\"New Business - Pension\",\"href\":\"https://api.intelliflo.com/v2/lifecycles/46583\"},\"isTopup\":false,\"isAdviceOffPanel\":false,\"otherReferences\":{},\"clientCategory\":\"Retail\",\"available_plan_purposes_href\":\"https://api.intelliflo.com/v2/planpurposes?planType=Family%20SIPP\",\"plan_purposes_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475456/purposes\",\"withdrawals_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475456/withdrawals\",\"banding\":{\"id\":106604,\"href\":\"https://api.intelliflo.com/v2/advisers/91653/bandingtemplates/106604\"},\"forwardIncomeTo\":{\"id\":91653,\"href\":\"https://api.intelliflo.com/v2/advisers/91653\",\"useBanding\":false},\"adviceStatus\":{\"value\":\"UnderAdvice\"}}],\"count\":2}";
JArray jarray = Tools.ExtractItemsArrayFromJsonString(jsonResponse);
//act
List <MLFSPlan> plans = MLFSPlan.CreateList(jarray);
//assert
Assert.AreEqual(2, plans.Count);
}
public void CreatePlanFromJsonString()
{
//arrange
string jsonResponse = "{\"id\":55475389,\"href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389\",\"currency\":\"GBP\",\"discriminator\":\"LoanCreditPlan\",\"planType\":{\"name\":\"Bridging Loan\",\"portfolioCategory\":\"Loans\"},\"policyNumber\":\"123456798\",\"productName\":\"LoansRUs\",\"productProvider\":{\"id\":2139,\"href\":\"https://api.intelliflo.com/v2/productproviders/2139\",\"name\":\"1st Port Asset Management\"},\"sellingAdviser\":{\"id\":91653,\"href\":\"https://api.intelliflo.com/v2/advisers/91653\"},\"owners\":[{\"id\":30945926,\"href\":\"https://api.intelliflo.com/v2/clients/30945926\"},{\"id\":30944834,\"href\":\"https://api.intelliflo.com/v2/clients/30944834\"}],\"isVisibleToClient\":false,\"currentStatus\":\"Draft\",\"isPreExisting\":false,\"reference\":\"IOB55475389\",\"planTypes_href\":\"https://api.intelliflo.com/v2/plantypes\",\"valuations_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/valuations\",\"contributions_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/contributions\",\"topups_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/topups\",\"planHoldings_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/holdings\",\"lifecycle\":{\"id\":46582,\"name\":\"New Business - Mortgages\",\"href\":\"https://api.intelliflo.com/v2/lifecycles/46582\"},\"isTopup\":false,\"isAdviceOffPanel\":false,\"otherReferences\":{\"portalReference\":\"\"},\"clientCategory\":\"Retail\",\"available_plan_purposes_href\":\"https://api.intelliflo.com/v2/planpurposes?planType=Bridging%20Loan\",\"plan_purposes_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/purposes\",\"withdrawals_href\":\"https://api.intelliflo.com/v2/clients/30944834/plans/55475389/withdrawals\",\"banding\":{\"id\":106604,\"href\":\"https://api.intelliflo.com/v2/advisers/91653/bandingtemplates/106604\"},\"forwardIncomeTo\":{\"id\":91653,\"href\":\"https://api.intelliflo.com/v2/advisers/91653\",\"useBanding\":false},\"adviceStatus\":{\"value\":\"UnderAdvice\"}}";
JObject obj = JObject.Parse(jsonResponse);
//act
MLFSPlan plan = new MLFSPlan(obj);
//assert
Assert.AreEqual("LoansRUs", plan.ProductName);
}
public void ParsePlanStatusTest()
{
//arrange
string s = "In force";
string u = "fjg9odjfgd";
//act
PlanStatus status = MLFSPlan.ParsePlanStatus(s);
PlanStatus status2 = MLFSPlan.ParsePlanStatus(u);
//assert
Assert.AreEqual(PlanStatus.InForce, status, "Status not in force");
Assert.AreEqual(PlanStatus.Unknown, status2, "Status not set to unknown where no match");
}
private async Task <decimal> GetContributionTotal(MLFSPlan plan)
{
string url = String.Format("clients/{0}/plans/{1}/contributions", plan.Clients[0].PrimaryID, plan.PrimaryID);
IRestResponse response = await IOConnection.GetResponse(url);
if (response.Content.Length != 0)
{
JArray array = Tools.ExtractItemsArrayFromJsonString(response.Content);
decimal total = 0;
foreach (JObject obj in array)
{
total += decimal.Parse(obj["value"]["Amount"].ToString());
}
return(total);
}
else
{
return(0);
}
}
