/// <summary>
/// Adds or Updates the client record, and returns the updated ClientVerbose object. If the client.Id == 0, the record will be added, if it has a client id, the client record will be updated.
/// </summary>
/// <param name="clientId"></param>
/// <returns></returns>
public ClientVerbose ClientSave(ClientVerbose clientVerbose)
{
var endpoint = string.Empty;
var j = string.Empty;
if (clientVerbose.id == 0)
{
// new
endpoint = string.Format("Portfolio/Clients/Verbose");
j = base.PostJson(endpoint, clientVerbose);
}
else
{
// update
endpoint = string.Format("Portfolio/Clients/Verbose/{0}", clientVerbose.id);
j = base.PutJson(endpoint, clientVerbose);
}
var d = JsonConvert.DeserializeObject <ClientVerbose>(j);
return(d);
}
private void frmClient_Load(object sender, EventArgs e)
{
// load reps combo
cboRep.DisplayMember = "name";
cboRep.ValueMember = "id";
cboRep.DataSource = OrionApi.Portfolio.RepresentativesSimple();
// if the clientverbose has not been set, initialize a new one.
if (this._clientVerbose == null)
{
this._clientVerbose = OrionApi.Portfolio.ClientVerboseNew( );
}
// Basic data is popualted in ClientVerbose.Portfolio
txtCientFName.Text = _clientVerbose.portfolio.firstName;
txtClientLName.Text = _clientVerbose.portfolio.lastName;
txtClientAddr1.Text = _clientVerbose.portfolio.address1;
txtClientAddr2.Text = _clientVerbose.portfolio.address2;
txtClientCity.Text = _clientVerbose.portfolio.city;
txtClientState.Text = _clientVerbose.portfolio.state;
txtClientZip.Text = _clientVerbose.portfolio.zip;
if (_clientVerbose.id == 0)
{
this.Text = "Add new client record";
}
else
{
this.Text = string.Format("Edit Client: {0} ({1})", _clientVerbose.name, _clientVerbose.id);
}
}
private void cmdSave_Click(object sender, EventArgs e)
{
// fill out the client verbose properties, and save changes.
_clientVerbose.portfolio.representativeId = (int)cboRep.SelectedValue;
_clientVerbose.portfolio.firstName = txtCientFName.Text;
_clientVerbose.portfolio.lastName = txtClientLName.Text;
_clientVerbose.portfolio.name = txtClientFullName.Text;
_clientVerbose.portfolio.address1 = txtClientAddr1.Text;
_clientVerbose.portfolio.address2 = txtClientAddr2.Text;
_clientVerbose.portfolio.city = txtClientCity.Text;
_clientVerbose.portfolio.state = txtClientState.Text;
_clientVerbose.portfolio.zip = txtClientZip.Text;
_clientVerbose = OrionApi.Portfolio.ClientSave(_clientVerbose);
MessageBox.Show("Client id: " + _clientVerbose.id.ToString( ) + " was saved.");
this.Close();
}
