private static ICustomerAccount CreateAccount(IEGAccount egAccount, DateTime creationDate, IAccountFamily family)
{
ICustomerAccount newAcc = new CustomerAccount(egAccount.Nummer, egAccount.AccountRequest.AccountName,
egAccount.AssetManager, egAccount.AccountRequest.ModelPortfolio, creationDate);
newAcc.Family = family;
IEGAanvraag aacRequest = egAccount.AccountRequest;
Decimal firstDeposit = 0m;
if (decimal.TryParse(egAccount.AccountRequest.EersteInleg, out firstDeposit))
newAcc.FirstPromisedDeposit = new B4F.TotalGiro.Instruments.Money(firstDeposit, newAcc.BaseCurrency);
newAcc.ValuationsRequired = true;
newAcc.IsExecOnlyCustomer = egAccount.AccountRequest.IsExecutionOnly;
return newAcc;
}
private static ICustomerAccount processAanvraag(IDalSession session, IEGAccount acc)
{
IEGAanvraag aacReq = acc.AccountRequest;
//Most Important ... Manage Contact First
IContact primary = null;
IContact secondary = null;
DateTime creationdate = session.GetServerTime();
if (aacReq.IsPersonalAccount)
{
primary = CreateContactPerson(session, aacReq.SOFI,
aacReq.Voorletters,
aacReq.Tussenvoegsels,
aacReq.Naam,
aacReq.PostalAddress,
aacReq.ResidentialAddress1,
aacReq.ContactDetails1,
aacReq.PrimaryGender,
aacReq.Nationality1,
aacReq.Identification1,
aacReq.Geboortedatum,
acc.AssetManager,
creationdate);
if (aacReq.IsDualAccount)
secondary = CreateContactPerson(session, aacReq.PSOFI,
aacReq.PVoorletters,
aacReq.PTussenvoegsels,
aacReq.PNaam,
aacReq.PostalAddress,
aacReq.ResidentialAddress2,
aacReq.ContactDetails2,
aacReq.SecondaryGender,
aacReq.Nationality2,
aacReq.Identification2,
aacReq.PGeboortedatum,
acc.AssetManager,
creationdate);
}
else
{
primary = CreateContactCompany(session, aacReq.KVK,
aacReq.BNaam,
aacReq.PostalAddress,
aacReq.BAddress,
aacReq.BContactDetails,
aacReq.DatumOprichting,
acc.AssetManager,
creationdate);
// contact person on company
secondary = CreateContactPerson(session, aacReq.SOFI,
aacReq.Voorletters,
aacReq.Tussenvoegsels,
aacReq.Naam,
aacReq.PostalAddress,
aacReq.ResidentialAddress1,
aacReq.ContactDetails1,
aacReq.PrimaryGender,
aacReq.Nationality1,
aacReq.Identification1,
aacReq.Geboortedatum,
acc.AssetManager,
creationdate);
}
ICounterAccount counterAccount = CreateCounterAccount(session, primary, acc);
// store contacts
B4F.TotalGiro.CRM.ContactMapper.Update(session, primary);
if (secondary != null) B4F.TotalGiro.CRM.ContactMapper.Update(session, secondary);
// check for contactperson on company
if (!aacReq.IsPersonalAccount && secondary != null)
{
ICompanyContactPerson compContactPerson = new CompanyContactPerson((IContactPerson)secondary, (IContactCompany)primary);
if (!((IContactCompany)primary).CompanyContacts.Contains(compContactPerson))
{
((IContactCompany)primary).CompanyContacts.Add(compContactPerson);
ContactMapper.Update(session, primary);
}
}
// get the family
IAccountFamily family = AccountFamilyMapper.GetAccountFamily(session, acc.NummerPreFix);
ICustomerAccount newAcc = CreateAccount(acc, creationdate, family);
//add as accountHolders
newAcc.AccountHolders.Add(new AccountHolder(newAcc, primary));
newAcc.AccountHolders.SetPrimaryAccountHolder(primary);
if (secondary != null)
{
newAcc.AccountHolders.Add(new AccountHolder(newAcc, secondary));
secondary.CounterAccounts.Add(newAcc.CounterAccount);
}
//Add CounterAccount
newAcc.CounterAccount = counterAccount;
//set the account on the aanvraag
acc.TGAccount = newAcc;
//update all
B4F.TotalGiro.Accounts.AccountMapper.Update(session, newAcc);
//Set the Model History
IInternalEmployeeLogin employee = (IInternalEmployeeLogin)LoginMapper.GetCurrentLogin(session);
IModelHistory item = new ModelHistory(newAcc, newAcc.Lifecycle, newAcc.ModelPortfolio, newAcc.IsExecOnlyCustomer, newAcc.EmployerRelationship, employee, creationdate);
newAcc.ModelPortfolioChanges.Add(item);
B4F.TotalGiro.Accounts.AccountMapper.Update(session, newAcc);
return newAcc;
}
private static ICounterAccount CreateCounterAccount(IDalSession session, IContact contact, IEGAccount egAccount)
{
if (contact == null)
throw new ApplicationException("Contact is mandatory in creating a new account");
IEGAanvraag aacRequest = egAccount.AccountRequest;
ICounterAccount counterAcc = CounterAccountMapper.GetCounterAccount(session, aacRequest.TegenRekening);
if (counterAcc == null)
{
counterAcc = new CounterAccount(aacRequest.TegenRekening,
aacRequest.TegenRekeningTNV,
aacRequest.Bank,
(aacRequest.Bank == null ? aacRequest.TegenRekeningBank : null),
new Address(aacRequest.TegenRekeningPlaats, null),
egAccount.AssetManager, false, null, true);
}
if (!contact.CounterAccounts.Contains(counterAcc))
contact.CounterAccounts.Add(counterAcc);
return counterAcc;
}
