public ActionResult Index()
{
var isRestricted = CurrentUser.IsRestricted(PortalRoleValues.AdvisorView);
var groups = isRestricted ? GetAccessibleGroups() : _groupService.GetGroups(new GroupRequest()).Groups.OrderBy(g => g.Name).ToList();
ViewBag.IsRestricted = isRestricted;
ViewBag.DefaultGroupID = string.Empty;
if (isRestricted)
{
groups.Insert(0, new Group()
{
Name = "", GroupID = NoSelectedGroupId
});
ViewBag.DefaultGroupID = NoSelectedGroupId;
}
var viewModel = new AdvisorViewModel
{
Groups = groups,
Affiliates = _affiliateService.GetAffiliates(new AffiliateRequest())
};
return(View(viewModel));
}
public IEnumerable <dynamic> GetAffiliates([FromUri] AffiliateRequest request)
{
request = request ?? new AffiliateRequest();
return(_affiliateService.GetAffiliates(request).OrderBy(a => a.Name).Select(a => new
{
a.AffiliateID,
a.Name,
a.ExternalID,
Phone = a.Phone.FormatAsPhoneNo(),
a.WebsiteUrl,
Address = a.Address.Replace(Environment.NewLine, "<br/>"),
a.UserCount,
a.ModifyDateUtc
}));
}
private List <Affiliate> GetAffiliates(bool includeAll = false)
{
var affiliates = _affiliateService.GetAffiliates(new AffiliateRequest {
IncludeSamlConfiguration = true, UseCache = false, IncludeLogos = true
});
if (!includeAll)
{
affiliates = affiliates.Where(a => a.HasFeature(Features.LoginPage));
}
return(affiliates.ToList());
}
private ReportViewModel ToReportViewModel(View view)
{
var viewModel = new ReportViewModel()
{
ReportID = view.ViewID,
FullName = view.FullName,
IsPageable = view.IsPageable,
IsSortable = view.IsSortable,
PageSize = view.PageSize ?? 50,
Columns = view.ViewColumns.OrderBy(vc => vc.Ordinal).ToList()
};
foreach (var filter in view.Filters)
{
switch ((Model.Report.Filters)filter.FilterID)
{
case Model.Report.Filters.BrokerDealer:
{
filter.Options = _affiliateService.GetAffiliates(new AffiliateRequest()).OrderBy(a => a.Name).Select(a => new FilterOption()
{
Name = a.Name, Value = a.AffiliateID.ToString()
}).ToList();
filter.Options.Insert(0, new FilterOption()
{
Value = string.Empty, Name = filter.Label
});
filter.DefaultValue = filter.Value = string.Empty;
}
break;
case Model.Report.Filters.Year:
{
const int startYear = 2014;
for (var year = startYear; year < DateTime.Now.Year + 5; year++)
{
filter.Options.Add(new FilterOption()
{
Name = year.ToString(), Value = year.ToString()
});
}
filter.DefaultValue = filter.Value = DateTime.Now.Year.ToString();
filter.Options.Insert(0, new FilterOption()
{
Value = string.Empty, Name = filter.Label
});
}
break;
case Model.Report.Filters.Group:
{
var isRestricted = CurrentUser.IsRestricted(PortalRoleValues.Reporting);
var groups = isRestricted
? _groupService.GetAccessibleGroups(CurrentUser.UserID)
: _groupService.GetGroups(new GroupRequest()).Groups;
filter.Options = groups.OrderBy(g => g.Name).Select(g => new FilterOption()
{
Name = g.Name, Value = g.GroupID.ToString()
}).ToList();
if (!isRestricted)
{
// Unrestricted Access so give them a blank option which in turn makes the group selection optional
filter.Options.Insert(0, new FilterOption()
{
Value = string.Empty, Name = filter.Label
});
filter.DefaultValue = filter.Value = string.Empty;
}
else
{
if (filter.Options.Any())
{
// Restricted access, default to all accessible group ids
var allGroupIdsList = filter.Options.ToCsv(o => o.Value);
filter.Options.Insert(0, new FilterOption()
{
Value = allGroupIdsList, Name = filter.Label
});
filter.DefaultValue = filter.Value = allGroupIdsList;
}
else
{
// Restricted access and no groups, give them a default bogus option so no results will come back.
filter.Options.Insert(0, new FilterOption()
{
Value = "-1", Name = filter.Label
});
filter.DefaultValue = filter.Value = filter.Options[0].Value;
}
}
}
break;
case Model.Report.Filters.StartDate:
{
filter.DefaultValue = filter.Value = DateTime.Today.AddYears(-1).ToString("MM/dd/yyyy");
}
break;
case Model.Report.Filters.EndDate:
{
filter.DefaultValue = filter.Value = DateTime.Today.ToString("MM/dd/yyyy");
}
break;
case Model.Report.Filters.ExcludeAdvisorsWithNoData:
{
filter.DefaultValue = filter.Value = true;
}
break;
}
viewModel.Filters.Add(filter);
}
return(viewModel);
}