public IHttpActionResult adviserCreateNewClient_Entity(EntityClientCreationBindingModel model) { if (model != null) //ModelState.IsValid && { using (EdisRepository edisRepo = new EdisRepository()) { #region create asp user and send email var user = new ApplicationUser { Email = model.email, UserName = model.email, PhoneNumber = model.contactPhone }; var password = "******";//Membership.GeneratePassword(10, 0); var userManager = Request.GetOwinContext().GetUserManager <ApplicationUserManager>(); userManager.Create(user, password); userManager.AddToRole(user.Id, AuthorizationRoles.Role_Preclient); //EmailUtilities.SendEmailToUser(user.Id, "", "", "");//send password #endregion #region create client profile ClientRegistration client = new ClientRegistration { CreateOn = DateTime.Now, ClientNumber = user.Id, EntityName = model.nameOfEntity, EntityType = model.typeOfEntity, ABN = model.abn, ACN = model.acn, Email = model.email, Phone = model.contactPhone, ClientType = BusinessLayerParameters.clientType_entity, GroupNumber = model.existingGroupId }; string code = userManager.GenerateEmailConfirmationTokenAsync(user.Id).Result; string path = HttpContext.Current.Server.MapPath("~/EmailTemplate/ConfirmEmail.html"); var Url = new System.Web.Mvc.UrlHelper(HttpContext.Current.Request.RequestContext); var callbackUrl = Url.Action("ConfirmEmail", "Account", new { userId = user.Id, code = code }, protocol: HttpContext.Current.Request.Url.Scheme); string content = System.IO.File.ReadAllText(path).Replace("###Name###", user.UserName).Replace("###Confirm###", callbackUrl); userManager.SendEmailAsync(user.Id, "Confirm your account", content); #endregion #region insert both records to db edisRepo.CreateNewClientSync(client); #endregion #region create risk profile if present if (model.riskProfile != null) { var riskProfile = model.riskProfile; RiskProfile profile = new RiskProfile { CapitalLossAttitude = riskProfile.capitalLossAttitude, ClientID = edisRepo.GetClientSync(user.Id, DateTime.Now).Id, Comments = riskProfile.comments, DateCreated = DateTime.Now, DateModified = DateTime.Now, IncomeSource = riskProfile.incomeSource, InvestmentKnowledge = riskProfile.investmentKnowledge, InvestmentObjective1 = riskProfile.investmentObjective1, InvestmentObjective2 = riskProfile.investmentObjective2, InvestmentObjective3 = riskProfile.investmentObjective3, InvestmentProfile = riskProfile.investmentProfile, InvestmentTimeHorizon = riskProfile.investmentTimeHorizon, LongTermGoal1 = riskProfile.longTermGoal1, LongTermGoal2 = riskProfile.longTermGoal2, LongTermGoal3 = riskProfile.longTermGoal3, MedTermGoal1 = riskProfile.medTermGoal1, MedTermGoal2 = riskProfile.medTermGoal2, MedTermGoal3 = riskProfile.medTermGoal3, RetirementAge = string.IsNullOrEmpty(riskProfile.retirementAge) ? (int?)null : Convert.ToInt32(riskProfile.retirementAge), RetirementIncome = riskProfile.retirementIncome, RiskAttitude = riskProfile.riskAttitude, ShortTermAssetPercent = riskProfile.shortTermAssetPercent, ShortTermEquityPercent = riskProfile.shortTermEquityPercent, ShortTermGoal1 = riskProfile.shortTermGoal1, ShortTermGoal2 = riskProfile.shortTermGoal2, ShortTermGoal3 = riskProfile.shortTermGoal3, ShortTermTrading = riskProfile.shortTermTrading, riskLevel = Int32.Parse(riskProfile.riskLevel) }; edisRepo.CreateRiskProfileForClient(profile); } #endregion //#region save all changes and return ok //db.SaveChanges(); return(Ok()); //#endregion } } else { return(BadRequest(ModelState)); } }
public IHttpActionResult adviserCreateNewClient_Entity(EntityClientCreationBindingModel model) { if (model != null) //ModelState.IsValid && { using (EdisRepository edisRepo = new EdisRepository()) { #region create asp user and send email var user = new ApplicationUser { Email = model.email, UserName = model.email, PhoneNumber = model.contactPhone }; var password = "******";//Membership.GeneratePassword(10, 0); var userManager = Request.GetOwinContext().GetUserManager<ApplicationUserManager>(); userManager.Create(user, password); userManager.AddToRole(user.Id, AuthorizationRoles.Role_Preclient); //EmailUtilities.SendEmailToUser(user.Id, "", "", "");//send password #endregion #region create client profile ClientRegistration client = new ClientRegistration { CreateOn = DateTime.Now, ClientNumber = user.Id, EntityName = model.nameOfEntity, EntityType = model.typeOfEntity, ABN = model.abn, ACN = model.acn, Email = model.email, Phone = model.contactPhone, ClientType = BusinessLayerParameters.clientType_entity, GroupNumber = model.existingGroupId }; string code = userManager.GenerateEmailConfirmationTokenAsync(user.Id).Result; string path = HttpContext.Current.Server.MapPath("~/EmailTemplate/ConfirmEmail.html"); var Url = new System.Web.Mvc.UrlHelper(HttpContext.Current.Request.RequestContext); var callbackUrl = Url.Action("ConfirmEmail", "Account", new { userId = user.Id, code = code }, protocol: HttpContext.Current.Request.Url.Scheme); string content = System.IO.File.ReadAllText(path).Replace("###Name###", user.UserName).Replace("###Confirm###", callbackUrl); userManager.SendEmailAsync(user.Id, "Confirm your account", content); #endregion #region insert both records to db edisRepo.CreateNewClientSync(client); #endregion //#region create risk profile if present //if (model.riskProfile != null) //{ // var riskProfile = model.riskProfile; // RiskProfile profile = new RiskProfile // { // CapitalLossAttitude = riskProfile.capitalLossAttitude, // ClientID = client.ClientUserID, // Comments = riskProfile.comments, // DateCreated = DateTime.Now, // DateModified = DateTime.Now, // IncomeSource = riskProfile.incomeSource, // InvestmentKnowledge = riskProfile.investmentKnowledge, // InvestmentObjective1 = riskProfile.investmentObjective1, // InvestmentObjective2 = riskProfile.investmentObjective2, // InvestmentObjective3 = riskProfile.investmentObjective3, // InvestmentProfile = riskProfile.investmentProfile, // InvestmentTimeHorizon = riskProfile.investmentTimeHorizon, // LongTermGoal1 = riskProfile.longTermGoal1, // LongTermGoal2 = riskProfile.longTermGoal2, // LongTermGoal3 = riskProfile.longTermGoal3, // MedTermGoal1 = riskProfile.medTermGoal1, // MedTermGoal2 = riskProfile.medTermGoal2, // MedTermGoal3 = riskProfile.medTermGoal3, // RetirementAge = string.IsNullOrEmpty(riskProfile.retirementAge)? (int?)null: Convert.ToInt32(riskProfile.retirementAge), // RetirementIncome = riskProfile.retirementIncome, // RiskProfileID = Guid.NewGuid().ToString(), // RiskAttitude = riskProfile.riskAttitude, // ShortTermAssetPercent = riskProfile.shortTermAssetPercent, // ShortTermEquityPercent = riskProfile.shortTermEquityPercent, // ShortTermGoal1 = riskProfile.shortTermGoal1, // ShortTermGoal2 = riskProfile.shortTermGoal2, // ShortTermGoal3 = riskProfile.shortTermGoal3, // ShortTermTrading = riskProfile.shortTermTrading // }; // db.RiskProfiles.Add(profile); //} //#endregion //#region save all changes and return ok //db.SaveChanges(); return Ok(); //#endregion } } else { return BadRequest(ModelState); } }
public IHttpActionResult adviserCreateNewClient_Person(PersonClientCreationBindingModel model) { //if (!ModelState.IsValid) { // var errors = ModelState.Select(x => x.Value.Errors) // .Where(y => y.Count > 0) // .ToList(); //} if (model != null) // deleted && ModelState.IsValid must put it back afterward { #region create asp user and send email var user = new ApplicationUser { Email = model.email, UserName = model.email, PhoneNumber = model.contactPhone }; var password = "******";//Membership.GeneratePassword(10, 0); var userManager = Request.GetOwinContext().GetUserManager <ApplicationUserManager>(); userManager.Create(user, password); userManager.AddToRole(user.Id, AuthorizationRoles.Role_Preclient); //EmailUtilities.SendEmailToUser(user.Id, "", "", "");//send password #endregion #region create client profile ClientRegistration client = new ClientRegistration { CreateOn = DateTime.Now, ClientNumber = user.Id, FirstName = model.firstName, MiddleName = model.middleName, Email = model.email, LastName = model.lastName, Phone = model.contactPhone, ClientType = BusinessLayerParameters.clientType_person, }; #endregion #region create client group or add to existing group if (model.isGroupLeader.HasValue && model.isGroupLeader.Value) { var adviserNumber = User.Identity.GetUserId(); ClientGroupRegistration group = new ClientGroupRegistration { //#warning adviser number needs replacement AdviserNumber = adviserNumber, GroupAmount = model.newGroupAmount, GroupName = model.newGroupAccountName, CreateOn = DateTime.Now, client = client, }; edisRepo.CreateNewClientGroupSync(group); } else { client.GroupNumber = model.existingGroupId; edisRepo.CreateNewClientSync(client); } using (DocX document = DocX.Create("C:\\Test\\" + client.FirstName + "_" + client.LastName + ".docx")) { Paragraph paragraph = document.InsertParagraph(); paragraph.AppendLine(ClientDocInfo.FirstName + model.firstName); paragraph.AppendLine(ClientDocInfo.MiddleName + model.middleName); paragraph.AppendLine(ClientDocInfo.LastName + model.lastName); paragraph.AppendLine(ClientDocInfo.Email + model.email); paragraph.AppendLine(ClientDocInfo.ContactPhone + model.contactPhone); document.Save(); } string code = userManager.GenerateEmailConfirmationTokenAsync(user.Id).Result; string path = HttpContext.Current.Server.MapPath("~/EmailTemplate/ConfirmEmail.html"); var Url = new System.Web.Mvc.UrlHelper(HttpContext.Current.Request.RequestContext); var callbackUrl = Url.Action("ConfirmEmail", "Account", new { userId = user.Id, code = code }, protocol: HttpContext.Current.Request.Url.Scheme); string content = System.IO.File.ReadAllText(path).Replace("###Name###", user.UserName).Replace("###Confirm###", callbackUrl); userManager.SendEmailAsync(user.Id, "Confirm your account", content); #endregion #region create risk profile if present if (model.riskProfile != null) { var riskProfile = model.riskProfile; RiskProfile profile = new RiskProfile { CapitalLossAttitude = riskProfile.capitalLossAttitude, ClientID = edisRepo.GetClientSync(user.Id, DateTime.Now).Id, Comments = riskProfile.comments, DateCreated = DateTime.Now, DateModified = DateTime.Now, IncomeSource = riskProfile.incomeSource, InvestmentKnowledge = riskProfile.investmentKnowledge, InvestmentObjective1 = riskProfile.investmentObjective1, InvestmentObjective2 = riskProfile.investmentObjective2, InvestmentObjective3 = riskProfile.investmentObjective3, InvestmentProfile = riskProfile.investmentProfile, InvestmentTimeHorizon = riskProfile.investmentTimeHorizon, LongTermGoal1 = riskProfile.longTermGoal1, LongTermGoal2 = riskProfile.longTermGoal2, LongTermGoal3 = riskProfile.longTermGoal3, MedTermGoal1 = riskProfile.medTermGoal1, MedTermGoal2 = riskProfile.medTermGoal2, MedTermGoal3 = riskProfile.medTermGoal3, RetirementAge = string.IsNullOrEmpty(riskProfile.retirementAge) ? (int?)null : Convert.ToInt32(riskProfile.retirementAge), RetirementIncome = riskProfile.retirementIncome, RiskAttitude = riskProfile.riskAttitude, ShortTermAssetPercent = riskProfile.shortTermAssetPercent, ShortTermEquityPercent = riskProfile.shortTermEquityPercent, ShortTermGoal1 = riskProfile.shortTermGoal1, ShortTermGoal2 = riskProfile.shortTermGoal2, ShortTermGoal3 = riskProfile.shortTermGoal3, ShortTermTrading = riskProfile.shortTermTrading, riskLevel = Int32.Parse(riskProfile.riskLevel) }; edisRepo.CreateRiskProfileForClient(profile); } #endregion //#region save all changes and return ok //db.SaveChanges(); return(Ok()); //#endregion } else { return(BadRequest(ModelState)); } }