private static void PreSelectLicenseDesignations(Model.Survey survey, User surveyUser)
{
if (surveyUser.Licenses == null || surveyUser.Licenses.Count == 0)
{
return;
}
var designations = surveyUser.Licenses.Where(l => l.LicenseExamTypeID == (int)LicenseExamTypes.ProfessionalDesignations).ToList();
if (designations.Any())
{
var question = survey.GetQuestion(BusinessProfilePageName, "Designations");
if (question != null && !question.PossibleAnswers.Any(a => a.IsSelected))
{
designations.ForEach(d =>
{
var answers = question.PossibleAnswers.Where(a => a.AnswerText.IndexOf(d.RegistrationCategory, StringComparison.InvariantCultureIgnoreCase) != -1).ToList();
foreach (var answer in answers)
{
answer.IsSelected = true;
}
question.IsPreSelected = answers.Any();
});
}
}
var nonDesignations = surveyUser.Licenses.Where(l => l.LicenseExamTypeID != (int)LicenseExamTypes.ProfessionalDesignations).ToList();
if (nonDesignations.Any())
{
var question = survey.GetQuestion(BusinessProfilePageName, "Licenses");
if (question != null)
{
if (string.IsNullOrWhiteSpace(question.Answer))
{
nonDesignations.ForEach(nd =>
{
if (!string.IsNullOrEmpty(question.Answer))
{
question.Answer += ", ";
}
question.Answer += nd.Description;
});
question.IsPreSelected = true;
}
question.IsDisabled = true;
}
}
}
private static void InjectBranchLocations(Model.Survey survey, User surveyUser)
{
var locationQuestions = new List <SurveyQuestion>()
{
survey.GetQuestion(SellerCriteriaPageName, "LocationC"),
survey.GetQuestion(BuyerCriteriaPageName, "LocationC"),
survey.GetQuestion(SellerCriteriaPageName, "LocationS"),
survey.GetQuestion(BuyerCriteriaPageName, "LocationS"),
survey.GetQuestion(BuyerCriteriaPageName, "LocationB"),
survey.GetQuestion(BusinessProfilePageName, "Location")
};
//
// Add City/State options based on the branches the user is currently associated with
//
if (surveyUser.Branches != null && surveyUser.Branches.Any())
{
var cityStates = surveyUser.Branches.Where(b => !string.IsNullOrWhiteSpace(b.City) && !string.IsNullOrWhiteSpace(b.State))
.Select(b => string.Format("{0}, {1}", b.City, b.State)).ToList();
cityStates.Sort();
for (var i = 0; i < cityStates.Count; i++)
{
foreach (var question in locationQuestions)
{
question.PossibleAnswers.Add(new SurveyAnswer()
{
AnswerText = cityStates[i],
SortOrder = i,
SurveyQuestionID = question.SurveyQuestionID,
SurveyQuestionAnswerID = (i + 1)
});
}
}
}
//
// Add an "Other" selection to all but the Business Profile Question
//
foreach (var question in locationQuestions.Where(question => question.PageName != BusinessProfilePageName))
{
var order = question.PossibleAnswers.Count;
question.PossibleAnswers.Add(new SurveyAnswer()
{
AnswerText = "Other",
SortOrder = order,
IsTrigger = true,
SurveyQuestionID = question.SurveyQuestionID,
SurveyQuestionAnswerID = question.PossibleAnswers.Count + 1
});
}
}
private static void PreSelectYearsInOperation(Model.Survey survey, User surveyUser)
{
if (!surveyUser.SecurityProfileStartDate.HasValue)
{
return;
}
var question = survey.GetQuestion(BusinessProfilePageName, "YearsOperations");
if (question == null)
{
return;
}
var selectedAnswer = question.PossibleAnswers.FirstOrDefault(a => a.IsSelected);
if (selectedAnswer != null && selectedAnswer.AnswerText != "None Selected")
{
return;
}
var span = DateTime.Today - surveyUser.SecurityProfileStartDate.Value;
var years = (new DateTime(1, 1, 1) + span).Year - 1;
if (years <= 5)
{
question.PreSelectPossibleAnswer("0 - 5 years");
}
else if (years > 5 && years <= 10)
{
question.PreSelectPossibleAnswer("6 - 10 years");
}
else if (years > 10 && years <= 20)
{
question.PreSelectPossibleAnswer("11 - 20 years");
}
else
{
question.PreSelectPossibleAnswer("More than 20 years");
}
}
private static void PreSelectBrokerDealerAffiliation(Model.Survey survey, User surveyUser)
{
if (!surveyUser.SecurityProfileStartDate.HasValue)
{
return;
}
var question = survey.GetQuestion(BusinessProfilePageName, "BD");
if (question == null)
{
return;
}
if (string.IsNullOrWhiteSpace(question.Answer))
{
question.Answer = surveyUser.AffiliateName;
}
question.IsDisabled = true;
question.IsPreSelected = true;
}
private static void PreSelectProductionOptions(Model.Survey survey, User surveyUser)
{
var aum = surveyUser.AUM ?? 0;
var gdc = surveyUser.GDCT12 ?? 0;
var aumQuestion = survey.GetQuestion(BusinessProfilePageName, "AUM");
var gdcQuestion = survey.GetQuestion(BusinessProfilePageName, "GDC");
if (aumQuestion != null)
{
var answer = aumQuestion.PossibleAnswers.FirstOrDefault(a => a.IsSelected);
if (answer == null || answer.AnswerText == "None Selected")
{
if (aum.GreaterThanAndLessOrEqualTo(-1, 10000000))
{
aumQuestion.PreSelectPossibleAnswer("Less than $10,000,000");
}
if (aum.GreaterThanAndLessOrEqualTo(10000000, 25000000))
{
aumQuestion.PreSelectPossibleAnswer("$10,000,001 - $25,000,000");
}
if (aum.GreaterThanAndLessOrEqualTo(25000000, 50000000))
{
aumQuestion.PreSelectPossibleAnswer("$25,000,001 - $50,000,000");
}
if (aum.GreaterThanAndLessOrEqualTo(50000000, 75000000))
{
aumQuestion.PreSelectPossibleAnswer("$50,000,001 - $75,000,000");
}
if (aum.GreaterThanAndLessOrEqualTo(75000000, 100000000))
{
aumQuestion.PreSelectPossibleAnswer("$75,000,001 - $100,000,000");
}
if (aum > 100000000)
{
aumQuestion.PreSelectPossibleAnswer("More than $100,000,000");
}
}
}
if (gdcQuestion != null)
{
var answer = gdcQuestion.PossibleAnswers.FirstOrDefault(a => a.IsSelected);
if (answer == null || answer.AnswerText == "None Selected")
{
if (gdc.GreaterThanAndLessOrEqualTo(-1, 100000))
{
gdcQuestion.PreSelectPossibleAnswer("Less than $100,000");
}
if (gdc.GreaterThanAndLessOrEqualTo(100000, 250000))
{
gdcQuestion.PreSelectPossibleAnswer("$100,001 - $250,000");
}
if (gdc.GreaterThanAndLessOrEqualTo(250000, 500000))
{
gdcQuestion.PreSelectPossibleAnswer("$250,001 - $500,000");
}
if (gdc.GreaterThanAndLessOrEqualTo(500000, 1000000))
{
gdcQuestion.PreSelectPossibleAnswer("$500,001 - $1,000,000");
}
if (gdc.GreaterThanAndLessOrEqualTo(1000000, 2500000))
{
gdcQuestion.PreSelectPossibleAnswer("$1,000,001 - $2,500,000");
}
if (gdc.GreaterThanAndLessOrEqualTo(2500000, 5000000))
{
gdcQuestion.PreSelectPossibleAnswer("$2,500,001 - $5,000,000");
}
if (gdc.GreaterThanAndLessOrEqualTo(5000000, 10000000))
{
gdcQuestion.PreSelectPossibleAnswer("$5,000,001 - $10,000,000");
}
if (gdc > 10000000)
{
gdcQuestion.PreSelectPossibleAnswer("More than $10,000,000");
}
}
}
}
