private ApplicationDocumentsModel CreateRecordOfAdvie(RecordOfAdviseModel roa, string firstname,
string lastname, string idnumber, UserModel advisor, RiskProfileModel risk,
AdvisorAdviseModel advise)
{
var data = new Dictionary <string, string>();
var date = DateTime.Today.ToShortDateString();
var nameSurname = $"{firstname} {lastname}";
data["BdaNumber"] = string.Empty;
data["Date_A"] = date;
data["NameSurname_A"] = nameSurname;
data["IdNo"] = idnumber;
data["AdvisorName"] = $"{advisor.FirstName} {advisor.LastName}";
data["AdvisorEmail"] = advisor.Email;
data["AdvisorMobile"] = advisor.MobileNumber;
var advDetails = advisor.BrokerDetails;
data["AdviserAddress"] = $"{advDetails.UnitNo} {advDetails.Complex} " +
$"{advDetails.StreetNo} {advDetails.StreetName} {advDetails.Suburb} " +
$"{advDetails.City}, {advDetails.PostalCode}";
data["Introduction"] = roa.Introduction;
var prodProperties = new List <string>()
{
"ProductName", "RecommendedLumpSum", "AcceptedLumpSum",
"RecommendedRecurringPremium", "AcceptedRecurringPremium", "DeveationReason"
};
foreach (var product in roa.SelectedProducts)
{
data[$"{product.ProductName}_ProductName"] = product.ProductName;
data[$"{product.ProductName}_RecommendedLumpSum"] = product.RecommendedLumpSum > 0 ?
product.RecommendedLumpSum.ToString() : string.Empty;
data[$"{product.ProductName}_AcceptedLumpSum"] = product.AcceptedLumpSum > 0 ?
product.AcceptedLumpSum.ToString() : string.Empty;
data[$"{product.ProductName}_RecommendedRecurringPremium"] = product.RecommendedRecurringPremium > 0 ?
product.RecommendedRecurringPremium.ToString() : string.Empty;;
data[$"{product.ProductName}_AcceptedRecurringPremium"] = product.AcceptedRecurringPremium > 0 ?
product.AcceptedRecurringPremium.ToString() : string.Empty;;
data[$"{product.ProductName}_DeveationReason"] = product.DeveationReason ?? string.Empty;;
}
return(new ApplicationDocumentsModel()
{
DocuemtnData = PopulateDocument("ROA.pdf", data),
DocumentType = DocumentTypesEnum.RecordOfAdvise
});
}
private ApplicationDocumentsModel CreateFinancialNeedsAnalysis(RecordOfAdviseModel roa, string city,
string firstName, string lastname, string idNumber, UserModel advisor)
{
var data = new Dictionary <string, string>();
int c = 1;
foreach (var prod in roa.SelectedProducts)
{
if (prod.DeveationReason == null)
{
data[$"prod{c}"] = prod.RecommendedLumpSum > 0 ?
$"{prod.ProductName}: R {prod.RecommendedLumpSum}, R {prod.RecommendedRecurringPremium}" :
$"{prod.ProductName}: R {prod.RecommendedLumpSum}";
}
else
{
data[$"prod{c}"] = prod.AcceptedRecurringPremium > 0 ?
$"{prod.ProductName}: R {prod.AcceptedLumpSum}, R {prod.AcceptedRecurringPremium}" :
$"{prod.ProductName}: R {prod.AcceptedLumpSum}";
}
}
data["reason"] = $"After discussions with the client, and according to the risk profile " +
$"the above investment/s were decided and agreed on.";
data["signedAt"] = city;
data["day"] = DateTime.Today.Day.ToString();
data["monthYear"] = $"{DateTime.Today.Month}-{DateTime.Today.Year}";
data["client"] = $"{firstName} {lastname} {idNumber}";
data["advisor"] = $"{advisor.FirstName} {advisor.LastName} {advisor.IdNumber}";
return(new ApplicationDocumentsModel()
{
DocuemtnData = PopulateDocument("FNA.pdf", data),
DocumentType = DocumentTypesEnum.FinancialNeedsAnalysis
});
}
private ApplicationDocumentsModel CreateFspMandate(string firstname, string lastname,
RiskProfileModel risk, FspMandateModel man, AddressDto address,
UserModel client, UserModel adviser, RecordOfAdviseModel roa, BankVerificationsModel bv)
{
var d = new Dictionary <string, string>();
var clientDetails = $"{firstname} {lastname}";
var Advisor = $"{adviser.FirstName} {adviser.LastName}";
d["ClientDetails_a"] = clientDetails;
var p2 = string.Empty;
foreach (var p in roa.SelectedProducts)
{
p2 += p.ProductName;
}
d["Products"] = p2;
d["Bank"] = bv.BankName;
d["Branch"] = bv.BranchCode;
d["AccNo"] = bv.AccountNumber;
d["StartDate"] = DateTime.Now.ToShortDateString();
d["Address_1"] = $"{address.UnitNumber} {address.Complex}";
d["Address_2"] = $"{address.StreetNumber} {address.StreetName}," +
$"{address.Suburb} {address.PostalCode}";
d["Address_3"] = $"{address.City} {address.Country}";
d["Email"] = client.Email;
d["FspSignatory"] = Advisor;
d["ClientDetails_b"] = clientDetails;
// location
d["dateFsp"] = DateTime.Now.ToShortDateString();
d["dateClient"] = DateTime.Now.ToShortDateString();
d["atFsp"] = adviser.BrokerDetails.City;
d["atClient"] = address.City;
// full / limited discretion
d[man.Objective] = "x";
d[$"{man.Objective[0]}{risk.DerivedProfile}"] = "x";
d["instruction_personal"] = man.InstructionPersonal ?? string.Empty;
d["instruction_advisor"] = man.InstructionAdvisor ?? string.Empty;
d["Adviser"] = man.Advisor ?? string.Empty;
d["instruction_fsp"] = man.InstructionFsp ?? string.Empty;
d[man.PayoutOption] = "x";
// client details d
d[$"{man.Objective[0]}ClientDetails"] = clientDetails;
d[$"{man.Objective[0]}At"] = address.City;
d[$"{man.Objective[0]}Date"] = DateTime.Now.ToShortDateString();
var na = man.Objective[0].ToString() == "L" ? "LNA" : "FNA";
d[na] = "N/A";
return(new ApplicationDocumentsModel()
{
DocuemtnData = PopulateDocument("FspMandate.pdf", d),
DocumentType = DocumentTypesEnum.FspMandate
});
}
