· 9 years ago · Nov 16, 2016, 11:24 AM
1namespace Occfinance.Code
2{
3 public class Q_Reports
4 {
5 public db_occfinance_5572Entities ctx = new db_occfinance_5572Entities();
6 System.Web.HttpContext con = HttpContext.Current;
7
8 /// <summary>
9 /// Set the jsTree data format
10 /// </summary>
11 /// <param name="hdnnamearray"></param>
12 /// <param name="hdnnamearrayparents"></param>
13 public void FormatJsTreeData(ref string hdnnamearray, ref string hdnnamearrayparents)
14 {
15 if (!string.IsNullOrEmpty(hdnnamearray))
16 {
17 var negIds = string.Empty;
18 var compbranchIds = string.Empty;
19
20 foreach (var ids in hdnnamearray.Split(','))
21 {
22 var splitIds = ids.ToString().Split('_');
23 if (splitIds.Length == 3)
24 {
25
26 negIds += splitIds[2].ToString() + ",";
27 compbranchIds += splitIds[0].ToString() + "®" + splitIds[1].ToString() + ",";
28 }
29
30 }
31 hdnnamearray = negIds.Substring(0, negIds.Length - 1);
32 hdnnamearrayparents = compbranchIds.Substring(0, compbranchIds.Length - 1);
33 }
34 }
35 /// <summary>
36 /// Set company, branch and negotiator ids
37 /// </summary>
38 /// <param name="hdnnamearray"></param>
39 /// <param name="_allNamesparents"></param>
40 /// <param name="CompanyIds"></param>
41 /// <param name="BranchIds"></param>
42 /// <param name="NegotiatorIds"></param>
43 public void SetCompanyBranchAndNegotiatorIds(string hdnnamearray, string[] _allNamesparents, out List<int> CompanyIds, out List<int> BranchIds, out List<int> NegotiatorIds)
44 {
45 // 2015-10-29 Negotiators, Branches and Companies Ids
46 CompanyIds = new List<int>();
47 BranchIds = new List<int>();
48 NegotiatorIds = new List<int>();
49
50 if (_allNamesparents.Length > 0)
51 {
52 foreach (var comp_branch in _allNamesparents)
53 {
54 if (!string.IsNullOrEmpty(comp_branch))
55 {
56 CompanyIds.Add(Convert.ToInt32(comp_branch.Split('®')[0]));
57 BranchIds.Add(Convert.ToInt32(comp_branch.Split('®')[1]));
58 }
59 }
60
61 CompanyIds = CompanyIds.Distinct().ToList();
62 BranchIds = BranchIds.Distinct().ToList();
63 if (!string.IsNullOrEmpty(hdnnamearray))
64 NegotiatorIds = hdnnamearray.Split(',').Select(Int32.Parse).Distinct().ToList();
65 }
66 }
67 /// <summary>
68 /// Get product type details
69 /// </summary>
70 /// <returns></returns>
71 public List<SelectListItem> GetProductTypeDetails()
72 {
73
74 var objTblfinancetype = (from ftype in ctx.tblfinancetypes
75 select new ProductType
76 {
77 ProductId = ftype.financetypeid,
78 ProductName = ftype.type
79 }).ToList();
80 var productitems = new List<SelectListItem>();
81 foreach (var x in objTblfinancetype)
82 {
83 productitems.Add(new SelectListItem { Value = x.ProductId.ToString(), Text = x.ProductName });
84 }
85 productitems.OrderBy(m => m.Value).ToList();
86 return productitems;
87 }
88 /// <summary>
89 /// Get all finance type
90 /// </summary>
91 /// <returns></returns>
92 public List<ProductType> GetAllFinanceType()
93 {
94 var objTblfinancetype = (from ftype in ctx.tblfinancetypes
95 select new ProductType
96 {
97 ProductId = ftype.financetypeid,
98 ProductName = ftype.type
99 }).ToList();
100
101
102 return objTblfinancetype;
103 }
104
105 /// <summary>
106 /// Find negotiation report by contactid
107 /// </summary>
108 /// <returns></returns>
109 public List<contactTbl> FindNegotiationReportByContactId()
110 {
111 List<contactTbl> negotiationReportList = new List<contactTbl>();
112 try
113 {
114 SqlParameter[] Param = new SqlParameter[0];
115 DataTable dt = SqlHelper.ExecuteDatatable(CommandType.StoredProcedure, "GetNegotiationReportList_Update", Param);
116 negotiationReportList = (from DataRow row in dt.Rows
117 select new contactTbl
118 {
119 negref = row["negref"].ToString()
120 }).ToList();
121 // result = ctx.tblcontacts.Where(u => u.contactid == id).Select(u => new contactTbl() { negref=u.negref}).ToList();
122 return negotiationReportList;
123 }
124 catch (Exception)
125 {
126 return negotiationReportList;
127 }
128 }
129 /// <summary>
130 /// Getting dataset from the database for Negotiator Report
131 /// </summary>
132 /// <param name="fromdate">From Date</param>
133 /// <param name="todate">To Date</param>
134 /// <param name="userid">User Id</param>
135 /// <param name="pageNo">Page no</param>
136 /// <param name="pageSize">Page size</param>
137 /// <param name="brokerId">Broker Id</param>
138 /// <param name="Negotiator">Negotiator</param>
139 /// <param name="brokers">Brokers</param>
140 /// <param name="Company">Companies</param>
141 /// <param name="Branches">Branches</param>
142 /// <param name="productTypeID">Product type</param>
143 /// <returns></returns>
144 public DataSet GetNegotiatorResult(DateTime fromdate, DateTime todate, int userid, int pageNo, int pageSize, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
145 {
146 DataSet ds;
147 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
148 try
149 {
150 SqlParameter[] Param = new SqlParameter[10];
151 Param[0] = new SqlParameter("@CurrentUserId", userid);
152 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
153 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
154 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
155 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
156 Param[5] = new SqlParameter("@FromDate", fromdate.ToString(Helper.ddMMMyyyy));
157 Param[6] = new SqlParameter("@ToDate", todate.ToString(Helper.ddMMMyyyy));
158 Param[7] = new SqlParameter("@PageNo", pageNo);
159 Param[8] = new SqlParameter("@PageSize", pageSize);
160 Param[9] = new SqlParameter("@productTypeID", productTypeID);
161 ds = SqlHelper.ExecuteDataset("GetNegotiatorReport", Param);
162 return ds;
163 }
164 catch (Exception ex)
165 {
166 Helper.ErrorLog(ex.InnerException, "Q_Report.cs", "GetNegotiatorResult", ex.Message);
167 return ds = new DataSet();
168 }
169 }
170 /// <summary>
171 /// Getting dataset for Negotiator Report with page no
172 /// </summary>
173 /// <param name="fromdate">from date</param>
174 /// <param name="todate">to date</param>
175 /// <param name="userid">user Id</param>
176 /// <param name="pageNo">page no</param>
177 /// <param name="pageSize">page size</param>
178 /// <param name="brokerId">broker Id</param>
179 /// <param name="Negotiator">Negotiator</param>
180 /// <param name="brokers">Brokers</param>
181 /// <param name="Company">Company</param>
182 /// <param name="Branches">Branches</param>
183 /// <returns></returns>
184 public ReportsDataModel GetNegotiatorDataResult(DateTime fromdate, DateTime todate, int userid, int pageNo, int pageSize, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "")
185 {
186 ReportsDataModel dataResult = new ReportsDataModel();
187 dataResult.Negotiation = new List<Negotiation>();
188 dataResult.NegotiationNotes = new List<NegotiationNotes>();
189 try
190 {
191 SqlParameter[] Param = new SqlParameter[9];
192 Param[0] = new SqlParameter("@CurrentUserId", userid);
193 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
194 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
195 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
196 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
197 Param[5] = new SqlParameter("@FromDate", fromdate.ToString(Helper.ddMMMyyyy));
198 Param[6] = new SqlParameter("@ToDate", todate.ToString(Helper.ddMMMyyyy));
199 Param[7] = new SqlParameter("@PageNo", pageNo);
200 Param[8] = new SqlParameter("@PageSize", pageSize);
201 SqlDataReader reader = SqlHelper.ExecuteReaderNext(CommandType.StoredProcedure, "GetNegotiatorReport", Param);
202 ctx.Database.Initialize(force: false);
203 ctx.Database.Connection.Open();
204 dataResult.Negotiation = ((IObjectContextAdapter)ctx).ObjectContext.Translate<Negotiation>(reader).ToList();
205 reader.NextResult();
206 dataResult.NegotiationNotes = ((IObjectContextAdapter)ctx).ObjectContext.Translate<NegotiationNotes>(reader).ToList();
207 ctx.Database.Connection.Close();
208 if (!reader.IsClosed)
209 {
210 reader.Close();
211 }
212 }
213 catch (Exception ex)
214 {
215 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNegotiatorDataResult", ex.Message);
216 }
217 return dataResult;
218 }
219 /// <summary>
220 /// Getting the dataset for Notes Data
221 /// </summary>
222 /// <param name="userId">User Id</param>
223 /// <param name="pageNo">Page No</param>
224 /// <param name="pageSize">Page Size</param>
225 /// <param name="fromDate">FRom Date</param>
226 /// <param name="toDate">To Date</param>
227 /// <param name="negotiators">Negotiators</param>
228 /// <param name="company">Companies</param>
229 /// <param name="branches">branches</param>
230 /// <param name="brokers">Brokers</param>
231 /// <param name="productTypeID">Product type</param>
232 /// <returns></returns>
233 public ReadNotes GetNotesData(int userId, int pageNo, int pageSize, DateTime fromDate, DateTime toDate, string negotiators = "", string company = "", string branches = "", string brokers = "", int productTypeID = 0)
234 {
235 var reportsDN = new ReadNotes();
236 try
237 {
238 DataTable notes = new DataTable();
239 SqlParameter[] Param = new SqlParameter[10];
240 Param[0] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(negotiators) ? null : negotiators.Trim()));
241 Param[1] = new SqlParameter("@Company", (string.IsNullOrEmpty(company) ? null : company.Trim()));
242 Param[2] = new SqlParameter("@Branches", (string.IsNullOrEmpty(branches) ? null : branches.Trim()));
243 Param[3] = new SqlParameter("@BrokerIds", (string.IsNullOrEmpty(brokers) ? null : brokers));
244 Param[4] = new SqlParameter("@FromDate", fromDate.ToString("dd/MMM/yyyy"));
245 Param[5] = new SqlParameter("@ToDate", toDate.ToString("dd/MMM/yyyy"));
246 Param[6] = new SqlParameter("@CurrentUserId", userId);
247 Param[7] = new SqlParameter("@PageNo", pageNo);
248 Param[8] = new SqlParameter("@PageSize", pageSize);
249 Param[9] = new SqlParameter("@productTypeID", productTypeID);
250 SqlDataReader reader = SqlHelper.ExecuteReaderNext(CommandType.StoredProcedure, "Usp_GetNotesData", Param);
251 ctx.Database.Initialize(force: false);
252 ctx.Database.Connection.Open();
253 reportsDN.AdvisorNotes = ((IObjectContextAdapter)ctx).ObjectContext.Translate<NegotiationNotes>(reader).ToList();
254 reader.NextResult();
255 reportsDN.AgentNotes = ((IObjectContextAdapter)ctx).ObjectContext.Translate<NegotiationNotes>(reader).ToList();
256 ctx.Database.Connection.Close();
257 if (!reader.IsClosed)
258 {
259 reader.Close();
260 }
261 }
262 catch (Exception ex)
263 {
264 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNotesData", ex.Message);
265 }
266 return reportsDN; ;
267 }
268 //added on 2015-02-03
269 /// <summary>
270 /// Getting Weekly created notes data
271 /// </summary>
272 /// <param name="fromdate">From Date</param>
273 /// <param name="todate">To Date</param>
274 /// <param name="userid">User Id</param>
275 /// <param name="brokerId">Broker Id</param>
276 /// <param name="Negotiator">Negotiator</param>
277 /// <param name="brokers">Brokers</param>
278 /// <param name="Company">Company</param>
279 /// <param name="Branches">Branches</param>
280 /// <param name="productTypeID">Product Type</param>
281 /// <returns></returns>
282 public DataSet GetNegotiatorWeeklyCreatedNotes(DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
283 {
284 DataSet ds;
285 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
286 try
287 {
288 SqlParameter[] Param = new SqlParameter[8];
289 Param[0] = new SqlParameter("@CurrentUserId", userid);
290 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
291 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
292 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
293 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
294 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
295 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
296 Param[7] = new SqlParameter("@productTypeID", productTypeID);
297 ds = SqlHelper.ExecuteDataset("GetNegotiatorReportWeeklyNoteCreated", Param);
298 return ds;
299 }
300 catch (Exception ex)
301 {
302 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNegotiatorWeeklyCreatedNotes", ex.Message);
303 ds = new DataSet();
304 return ds;
305 }
306 }
307
308 //added on 2015-02-03
309 /// <summary>
310 /// Getting weekly updated notes
311 /// </summary>
312 /// <param name="fromdate">From Date</param>
313 /// <param name="todate">To date</param>
314 /// <param name="userid">User Id</param>
315 /// <param name="brokerId">Broker Id</param>
316 /// <param name="Negotiator">Negotiator</param>
317 /// <param name="brokers">Brokers</param>
318 /// <param name="Company">Company</param>
319 /// <param name="Branches">Branches</param>
320 /// <param name="productTypeID">Product Type</param>
321 /// <returns></returns>
322 public DataSet GetNegotiatorWeeklyUpdatedNotes(DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
323 {
324 DataSet ds;
325 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
326 try
327 {
328 SqlParameter[] Param = new SqlParameter[8];
329 Param[0] = new SqlParameter("@CurrentUserId", userid);
330 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
331 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
332 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
333 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
334 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
335 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
336 Param[7] = new SqlParameter("@productTypeID", productTypeID);
337 ds = SqlHelper.ExecuteDataset("GetNegotiatorReportWeeklyNoteUpdated", Param);
338 return ds;
339 }
340 catch (Exception ex)
341 {
342 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNegotiatorWeeklyUpdatedNotes", ex.Message);
343 ds = new DataSet();
344 return ds;
345 }
346 }
347
348 /// <summary>
349 /// Getting negotiator data for PDF
350 /// </summary>
351 /// <param name="fromdate">From Date</param>
352 /// <param name="todate">To Date</param>
353 /// <param name="userid">User Id</param>
354 /// <param name="brokerId">Broker Id</param>
355 /// <param name="Negotiator">Negotiator</param>
356 /// <param name="brokers">Brokers</param>
357 /// <param name="Company">Company</param>
358 /// <param name="Branches">Branches</param>
359 /// <param name="productTypeID">Product Type</param>
360 /// <returns></returns>
361 public DataSet GetNegotiator(DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
362 {
363 DataSet ds;
364 try
365 {
366 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
367 SqlParameter[] Param = new SqlParameter[8];
368 Param[0] = new SqlParameter("@CurrentUserId", userid);
369
370 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
371 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
372 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
373 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
374 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
375 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
376 Param[7] = new SqlParameter("@productTypeID", productTypeID);
377 ds = SqlHelper.ExecuteDataset("GetNegotiatorReport", Param);
378 }
379 catch (Exception ex)
380 {
381 ds = new DataSet();
382 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNegotiator", ex.Message);
383 }
384 return ds;
385 }
386 /********************************************************************
387 * Code Updatd : 24/01/2015
388 *
389 * Description : Method added for weekly report helper for GetNegotiator
390 *
391 * Optimized code block added
392 * ******************************************************************/
393 /// <summary>
394 /// Getting negotiator weekly report
395 /// </summary>
396 /// <param name="fromdate">From date</param>
397 /// <param name="todate">To date</param>
398 /// <param name="userid">User Id</param>
399 /// <param name="brokerId">Broker Id</param>
400 /// <param name="Negotiator">Negotiator</param>
401 /// <param name="brokers">Brokers</param>
402 /// <param name="Company">Companies</param>
403 /// <param name="Branches">Branches</param>
404 /// <param name="productTypeID">Product Type</param>
405 /// <returns></returns>
406 public DataSet GetNegotiatorweekly(DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
407 {
408 DataSet ds;
409 try
410 {
411 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
412 SqlParameter[] Param = new SqlParameter[8];
413 Param[0] = new SqlParameter("@CurrentUserId", userid);
414 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
415 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
416 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
417 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
418 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
419 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
420 Param[7] = new SqlParameter("@productTypeID", productTypeID);
421 ds = SqlHelper.ExecuteDataset("GetNegotiatorReportWeekly", Param);
422 }
423 catch (Exception ex)
424 {
425 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNegotiatorweekly", ex.Message);
426 ds = new DataSet();
427
428 }
429 return ds;
430 }
431 /// <summary>
432 /// Getting Adviser Report Dataset
433 /// </summary>
434 /// <param name="fromdate">From date</param>
435 /// <param name="todate">To Date</param>
436 /// <param name="userid">User Id</param>
437 /// <param name="brokerId">Broker Id</param>
438 /// <param name="type">Type Id</param>
439 /// <param name="Negotiator">Negotiator</param>
440 /// <param name="brokers">Brokers</param>
441 /// <param name="Company">Company</param>
442 /// <param name="Branches">branches</param>
443 /// <returns></returns>
444 public DataSet GetAdvisorReport(DateTime fromdate, DateTime todate, int userid, int brokerId = 0, int type = 1, string Negotiator = "", string brokers = "", string Company = "", string Branches = "")
445 {
446 DataSet ds;
447 try
448 {
449 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
450 SqlParameter[] Param = new SqlParameter[8];
451 Param[0] = new SqlParameter("@CurrentUserId", userid);
452 if (!string.IsNullOrEmpty(Negotiator))
453 {
454 Param[1] = new SqlParameter("@Negotiator", Negotiator.Trim());
455 Param[6] = new SqlParameter("@Company", Company.Trim());
456 Param[7] = new SqlParameter("@Branches", Branches.Trim());
457 }
458 Param[2] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
459 Param[3] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
460 if (!string.IsNullOrWhiteSpace(brokers))
461 Param[4] = new SqlParameter("@BrokerId", brokers);
462 Param[5] = new SqlParameter("@Type", type);
463 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetAdvisorReport", Param);
464 }
465 catch (Exception ex)
466 {
467 ds = new DataSet();
468 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetAdviserReport", ex.Message);
469 }
470 return ds;
471 }
472 /// <summary>
473 /// Getting Branch Report
474 /// </summary>
475 /// <param name="fromdate">from date</param>
476 /// <param name="todate">to date</param>
477 /// <param name="Branch">Brnach Name</param>
478 /// <returns></returns>
479 public DataSet GetBranchReport(DateTime fromdate, DateTime todate, string Branch = "")
480 {
481 DataSet ds;
482 try
483 {
484 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
485 SqlParameter[] Param = new SqlParameter[3];
486 Param[0] = new SqlParameter("@Branch", Branch.Trim());
487 Param[1] = new SqlParameter("@FromDate", fromdate);
488 Param[2] = new SqlParameter("@ToDate", todate);
489 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetBranchReport", Param);
490 }
491 catch (Exception ex)
492 {
493 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetBranchReport", ex.Message);
494 ds = new DataSet();
495 }
496 return ds;
497 }
498
499 //modified on 23-12-2014
500 /// <summary>
501 /// Get dataset for Mortgage case written report
502 /// </summary>
503 /// <param name="type">type id</param>
504 /// <param name="fromdate">from date</param>
505 /// <param name="todate">to date</param>
506 /// <param name="userid">user id</param>
507 /// <param name="brokerId">Broker Id</param>
508 /// <param name="Negotiator">Negotiator</param>
509 /// <param name="brokers">brokers</param>
510 /// <param name="Company">company</param>
511 /// <param name="Branches">Branches</param>
512 /// <param name="productTypeID">ProductTypeId</param>
513 /// <returns></returns>
514 public DataSet GetMortgageCaseWrittenReport(string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
515 {
516 DataSet ds;
517 try
518 {
519 SqlParameter[] Param = new SqlParameter[9];
520 Param[0] = new SqlParameter("@CurrentUserId", userid);
521 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
522 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
523 if (!string.IsNullOrEmpty(Negotiator))
524 {
525 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
526 Param[4] = new SqlParameter("@Company", Company.Trim());
527 Param[5] = new SqlParameter("@Branches", Branches.Trim());
528 }
529 if (!string.IsNullOrWhiteSpace(brokers))
530 {
531 Param[6] = new SqlParameter("@BrokerId", brokers);
532 }
533 if (!string.IsNullOrWhiteSpace(type))
534 {
535 Param[7] = new SqlParameter("@MortgageType", type);
536 }
537
538 Param[8] = new SqlParameter("@productTypeID", productTypeID);
539
540 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetMortgageCaseWritten", Param);
541 }
542 catch (Exception ex)
543 {
544 ds = new DataSet();
545 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetMortgageCaseWrittenReport", ex.Message);
546 }
547 return ds;
548 }
549 /// <summary>
550 /// Getting dataset for overall conversion report for Introducer Report
551 /// </summary>
552 /// <param name="totalLeads">Total Leads output parameter</param>
553 /// <param name="totalApps">Total Apps Output parameter</param>
554 /// <param name="fromdate">from date</param>
555 /// <param name="todate">to date</param>
556 /// <param name="userid">user Id</param>
557 /// <param name="brokerId">broker Id</param>
558 /// <param name="Negotiator">Negotiator</param>
559 /// <param name="brokers">Brokers</param>
560 /// <param name="Company">Companies</param>
561 /// <param name="Branches">Branches</param>
562 /// <param name="productTypeID">Product Type Id</param>
563 public void GetOverAllConversionReport(out int totalLeads, out int totalApps, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
564 {
565 DataSet ds;
566 totalLeads = 0;
567 totalApps = 0;
568 try
569 {
570 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
571 SqlParameter[] Param = new SqlParameter[8];
572 Param[0] = new SqlParameter("@CurrentUserId", userid);
573 if (!string.IsNullOrEmpty(Negotiator))
574 {
575 Param[1] = new SqlParameter("@Negotiator", "'" + Negotiator.TrimEnd(',') + "'");
576 Param[2] = new SqlParameter("@Company", "'" + Company.TrimEnd(',') + "'");
577 Param[3] = new SqlParameter("@Branches", "'" + Branches.TrimEnd(',') + "'");
578 }
579 if (!string.IsNullOrWhiteSpace(brokers))
580 {
581 Param[4] = new SqlParameter("@BrokerId", brokers);
582 }
583 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
584 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
585 Param[7] = new SqlParameter("@productTypeID", productTypeID);
586 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetOverAllConversionForIntroducer", Param);
587 if (ds.Tables[0].Rows.Count > 0)
588 {
589 totalLeads = Convert.ToInt32(ds.Tables[0].Rows[0]["TotalCount"].ToString());
590 }
591 if (ds.Tables[1].Rows.Count > 0)
592 {
593 totalApps = Convert.ToInt32(ds.Tables[1].Rows[0]["TotalCount"].ToString());
594 }
595 }
596 catch (Exception ex)
597 {
598 ds = new DataSet();
599 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetOverAllConversionReport", ex.Message);
600 }
601
602 }
603
604
605 #region [Get Insurance Written Report 2014-12-23]
606
607 /// <summary>
608 /// method for InsuranceCaseWritten
609 /// created on : 03/11/2014
610 ///modified on 23-12-2014
611 /// </summary>
612 /// <param name="type">type</param>
613 /// <param name="fromdate">from date</param>
614 /// <param name="todate">to date</param>
615 /// <param name="userid">user id</param>
616 /// <param name="brokerId">broker id</param>
617 /// <param name="Negotiator">negotiator</param>
618 /// <param name="brokers">brokers</param>
619 /// <param name="Company">company</param>
620 /// <param name="Branches">branches</param>
621 /// <param name="productTypeID">product type Id</param>
622 /// <returns></returns>
623 public DataSet GetInsuranceCaseWrittenReport(string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
624 {
625 DataSet ds;
626 try
627 {
628 SqlParameter[] Param = new SqlParameter[9];
629 Param[0] = new SqlParameter("@CurrentUserId", userid);
630 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
631 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
632 if (!string.IsNullOrEmpty(Negotiator))
633 {
634 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
635 Param[4] = new SqlParameter("@Company", Company.Trim());
636 Param[5] = new SqlParameter("@Branches", Branches.Trim());
637 }
638 if (!string.IsNullOrWhiteSpace(brokers))
639 {
640 Param[6] = new SqlParameter("@BrokerId", brokers);
641 }
642 if (!string.IsNullOrWhiteSpace(type))
643 {
644 Param[7] = new SqlParameter("@InsuranceType", type);
645 }
646 Param[8] = new SqlParameter("@productTypeID", productTypeID);
647
648 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetInsuranceCaseWritten", Param);
649 }
650 catch (Exception ex)
651 {
652 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetInsuranceCaseWrittenReport", ex.Message);
653 ds = new DataSet();
654 }
655 return ds;
656 }
657
658 #endregion [Get Insurance Written Report 2014-12-23]
659
660 #region [Get Mortgage Completed Report 2015-03-30]
661 /// <summary>
662 /// Getting dataset for Mortgage completed report
663 /// </summary>
664 /// <param name="type">type</param>
665 /// <param name="fromdate">from date</param>
666 /// <param name="todate">to date</param>
667 /// <param name="userid">user id</param>
668 /// <param name="brokerId">broker id</param>
669 /// <param name="Negotiator">negotiator</param>
670 /// <param name="brokers">brokers</param>
671 /// <param name="Company">company</param>
672 /// <param name="Branches">branches</param>
673 /// <param name="productTypeID">product type id</param>
674 /// <returns></returns>
675 public DataSet GetMortgageCompletedReport(string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
676 {
677 DataSet ds;
678 try
679 {
680 SqlParameter[] Param = new SqlParameter[9];
681 Param[0] = new SqlParameter("@CurrentUserId", userid);
682 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
683 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
684 if (!string.IsNullOrEmpty(Negotiator))
685 {
686 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
687 Param[4] = new SqlParameter("@Company", Company.Trim());
688 Param[5] = new SqlParameter("@Branches", Branches.Trim());
689 }
690 if (!string.IsNullOrWhiteSpace(brokers))
691 {
692 Param[6] = new SqlParameter("@BrokerId", brokers);
693 }
694 if (!string.IsNullOrWhiteSpace(type))
695 {
696 Param[7] = new SqlParameter("@MortgageType", type);
697 }
698
699 Param[8] = new SqlParameter("@productTypeID", productTypeID);
700
701 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetMortgageCompletedReport", Param);
702 }
703 catch (Exception ex)
704 {
705 ds = new DataSet();
706 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetMortgageCompletedReport", ex.Message);
707 }
708 return ds;
709 }
710 #endregion [Get Mortgage Completed Report 2015-03-30]
711
712 #region [Get Insurance Completed Report 2015-03-30]
713 /// <summary>
714 /// Dataset for Insurance Completed Report
715 /// </summary>
716 /// <param name="type">type</param>
717 /// <param name="fromdate">from date</param>
718 /// <param name="todate">to date</param>
719 /// <param name="userid">user id</param>
720 /// <param name="brokerId">broker id</param>
721 /// <param name="Negotiator">negotiator</param>
722 /// <param name="brokers">brokers</param>
723 /// <param name="Company">company</param>
724 /// <param name="Branches">branches</param>
725 /// <param name="productTypeID">product type Id</param>
726 /// <returns></returns>
727 public DataSet GetInsuranceCompletedReport(string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
728 {
729 DataSet ds;
730 try
731 {
732 SqlParameter[] Param = new SqlParameter[9];
733 Param[0] = new SqlParameter("@CurrentUserId", userid);
734 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
735 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
736 if (!string.IsNullOrEmpty(Negotiator))
737 {
738 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
739 Param[4] = new SqlParameter("@Company", Company.Trim());
740 Param[5] = new SqlParameter("@Branches", Branches.Trim());
741 }
742 if (!string.IsNullOrWhiteSpace(brokers))
743 {
744 Param[6] = new SqlParameter("@BrokerId", brokers);
745 }
746 if (!string.IsNullOrWhiteSpace(type))
747 {
748 Param[7] = new SqlParameter("@InsuranceType", type);
749 }
750 Param[8] = new SqlParameter("@productTypeID", productTypeID);
751
752 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetInsuranceCompletedReport", Param);
753 }
754 catch (Exception ex)
755 {
756 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetInsuranceCompletedReport", ex.Message);
757 ds = new DataSet();
758 }
759 return ds;
760 }
761
762 #endregion [Get Insurance Completed Report 2015-03-30]
763
764 // method for InsuranceCaseWritten
765 // created on : 12/11/2014
766 /// <summary>
767 /// Getting WOCC Report
768 /// </summary>
769 /// <param name="type">type</param>
770 /// <param name="fromdate">from date</param>
771 /// <param name="todate">to date</param>
772 /// <param name="userid">user id</param>
773 /// <param name="brokerId">broker id</param>
774 /// <param name="Negotiator">negotiator</param>
775 /// <param name="brokers">brokers</param>
776 /// <param name="Company">company</param>
777 /// <param name="Branches">branches</param>
778 /// <returns></returns>
779 public DataSet GetPipelineReviewReport(string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "")
780 {
781 DataSet ds;
782 try
783 {
784 SqlParameter[] Param = new SqlParameter[8];
785 Param[0] = new SqlParameter("@CurrentUserId", userid);
786 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
787 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
788 if (!string.IsNullOrEmpty(Negotiator))
789 {
790 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
791 Param[4] = new SqlParameter("@Company", Company.Trim());
792 Param[5] = new SqlParameter("@Branches", Branches.Trim());
793 }
794 if (!string.IsNullOrWhiteSpace(brokers))
795 {
796 Param[6] = new SqlParameter("@BrokerId", brokers);
797 }
798 if (!string.IsNullOrWhiteSpace(type))
799 {
800 Param[7] = new SqlParameter("@MortgageType", type);
801 }
802
803 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetMortgageCaseWritten", Param);
804 }
805 catch (Exception ex)
806 {
807 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetPipelineReviewReport", ex.Message);
808 ds = new DataSet();
809 }
810 return ds;
811 }
812
813 /// <summary>
814 /// Get new financial information report!
815 /// </summary>
816 /// <param name="type">type</param>
817 /// <param name="fromdate">from date</param>
818 /// <param name="todate">to date</param>
819 /// <param name="userid">user id</param>
820 /// <param name="brokerId">broker id</param>
821 /// <param name="Negotiator">negotiator</param>
822 /// <param name="brokers">brokers</param>
823 /// <param name="Company">company</param>
824 /// <param name="Branches">Branches</param>
825 /// <returns></returns>
826 //modified on 23-12-2014
827 public DataSet GetNewFinancialInformationReport(string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int FinType = 0)
828 {
829 DataSet ds;
830 try
831 {
832 SqlParameter[] Param = new SqlParameter[8];
833 Param[0] = new SqlParameter("@CurrentUserId", userid);
834 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
835 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
836 if (!string.IsNullOrEmpty(Negotiator))
837 {
838 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
839 Param[4] = new SqlParameter("@Company", Company.Trim());
840 Param[5] = new SqlParameter("@Branches", Branches.Trim());
841 }
842 if (!string.IsNullOrWhiteSpace(brokers))
843 {
844 Param[6] = new SqlParameter("@BrokerId", brokers);
845 }
846 if (!string.IsNullOrWhiteSpace(type))
847 {
848 Param[7] = new SqlParameter("@InsuranceType", type);
849 }
850 Param[7] = new SqlParameter("@FinanceType", FinType);
851
852 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetWOCCReport", Param);
853 }
854 catch (Exception ex)
855 {
856 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNewFinancialInformationReport", ex.Message);
857 ds = new DataSet();
858 }
859 return ds;
860 }
861 /// <summary>
862 /// Getting Dataset for Remortgage Report
863 /// </summary>
864 /// <param name="totalApps">Return total apps</param>
865 /// <param name="userid">User Id</param>
866 /// <param name="brokerId">Broker Id</param>
867 /// <param name="Year">Year filter</param>
868 /// <param name="Month">Month filter</param>
869 /// <returns></returns>
870 public DataSet GetReMortgageReport(out int totalApps, int userid, int brokerId = 0, int Year = 0, int Month = 0)
871 {
872 DataSet ds;
873 totalApps = 0;
874 try
875 {
876 SqlParameter[] Param = new SqlParameter[4];
877 Param[0] = new SqlParameter("@CurrentUserId", userid);
878 Param[1] = new SqlParameter("@BrokerId", brokerId);
879 Param[2] = new SqlParameter("@Year", Year);
880 Param[3] = new SqlParameter("@Month", Month);
881
882 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetReMortgageReport_Update", Param);
883 if (ds.Tables[1].Rows.Count > 0)
884 {
885 totalApps = Convert.ToInt32(ds.Tables[1].Rows[0]["TotalApps"].ToString());
886 }
887 }
888 catch (Exception ex)
889 {
890 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetRemortgageReport", ex.Message);
891 ds = new DataSet();
892 }
893 return ds;
894 }
895
896 /// <summary>
897 /// Used to return reports data model for mortgage case written view
898 /// </summary>
899 /// <param name="userId"></param>
900 /// <param name="loggedInUserId"></param>
901 /// <returns></returns>
902 public ReportsDataModel GetMortgageCaseWrittenDetails(int userId, int loggedInUserId)
903 {
904 var reportsDM = new ReportsDataModel();
905 try
906 {
907 reportsDM.MortgageTreeModel = new MortgageTreeModel();
908 reportsDM.MortgageTreeModel.IsSubmit = 0;
909 reportsDM.MortgageTreeModel.Purchase = "Residential Purchase";
910 var qSettings = new Q_settings();
911 var clients = qSettings.FindBrokerForLoggedInUserWithUserId(userId, loggedInUserId);
912 if (clients == null)
913 {
914 reportsDM.MortgageTreeModel.BItems = new List<Clients>();
915 }
916 reportsDM.MortgageTreeModel.BItems = clients;
917 var qClients = new Q_Client();
918 reportsDM.MortgageTreeModel.ClientsOrderBy = qClients.FindClients(userId, loggedInUserId).OrderBy(c => c.companyname).ToList();
919 reportsDM.MortgageTreeModel.BrokersWithTeams = qSettings.GetBrokersWithTeams(loggedInUserId);
920 reportsDM.MortgageTreeModel.ProductTypeList = GetAllFinanceType();
921 }
922 catch (Exception ex)
923 {
924 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetMortgageCaseWrittenDetails", ex.Message);
925 }
926 return reportsDM;
927 }
928
929 /// <summary>
930 /// Used to return contact list by account number.
931 /// </summary>
932 /// <param name="acccountNumber"></param>
933 /// <returns></returns>
934 public List<tblcontact> GetContactByAccount(int acccountNumber)
935 {
936 var qNewLeads = new Q_NewLead();
937 return qNewLeads.FindContactsForAccount(acccountNumber);
938 }
939
940 /// <summary>
941 /// Get all companies details
942 /// </summary>
943 /// <returns></returns>
944 public List<clsCompanyDetails> GetAllCompaniesDetails()
945 {
946 List<clsCompanyDetails> lstCompanyDetails;
947 try
948 {
949 DataTable dtCompanyDetails = SqlHelper.ExecuteDatatable(CommandType.StoredProcedure, "GetAllCompaniesInfo_Update");
950 lstCompanyDetails = new List<clsCompanyDetails>(dtCompanyDetails.Rows.Count);
951 foreach (DataRow row in dtCompanyDetails.Rows)
952 {
953 var values = row.ItemArray;
954 var category = new clsCompanyDetails()
955 {
956 AccountId = Convert.ToInt32(values[0]),
957 CompanyName = Convert.ToString(values[1]),
958 Branch = Convert.ToString(values[2]),
959 BranchId = Convert.ToInt32(values[3]),
960 Negotiator = Convert.ToString(values[4]),
961 NegotiatorId = Convert.ToInt32(values[5])
962 };
963 lstCompanyDetails.Add(category);
964 }
965 }
966 catch (Exception)
967 {
968 throw;
969 }
970 return lstCompanyDetails;
971 }
972 #region Total written Report
973 /// <summary>
974 /// Returning dataset for total written report
975 /// </summary>
976 /// <param name="type">Type</param>
977 /// <param name="fromdate">From Date</param>
978 /// <param name="todate">To date</param>
979 /// <param name="userid">User Id</param>
980 /// <param name="brokerId">Broker Id</param>
981 /// <param name="Negotiator">Negotiator</param>
982 /// <param name="brokers">Brokers</param>
983 /// <param name="Company">Company</param>
984 /// <param name="Branches">branches</param>
985 /// <param name="productTypeID">ProductType Id</param>
986 /// <returns></returns>
987 public DataSet GetTotalWrittenReport(string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
988 {
989 DataSet ds;
990 try
991 {
992 SqlParameter[] Param = new SqlParameter[7];
993 Param[0] = new SqlParameter("@CurrentUserId", userid);
994 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
995 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
996 if (!string.IsNullOrEmpty(Negotiator))
997 {
998 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
999 Param[4] = new SqlParameter("@Company", Company.Trim());
1000 Param[5] = new SqlParameter("@Branches", Branches.Trim());
1001 }
1002 if (!string.IsNullOrWhiteSpace(brokers))
1003 {
1004 Param[6] = new SqlParameter("@BrokerId", brokers);
1005 }
1006 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetTotalWritten", Param);
1007 }
1008 catch (Exception ex)
1009 {
1010 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetTotalWrittenReport", ex.Message);
1011 ds = new DataSet();
1012 }
1013 return ds;
1014 }
1015 #endregion
1016
1017 #region [Optimized Code of Mortgage Case Written Report 2015-01-22]
1018
1019 /********************************************************
1020 * Code Updated on : 23/01/2015
1021 * Report related methods taked from settings
1022 *
1023 *
1024 * *******************************************************/
1025
1026 /// <summary>
1027 /// Get all broker details
1028 /// </summary>
1029 /// <param name="accid"></param>
1030 /// <param name="userId"></param>
1031 /// <returns></returns>
1032 public List<Clients> GetAllBrokerDetails(int accid, int userId)
1033 {
1034 List<Clients> lstBrokers = new List<Clients>();
1035 try
1036 {
1037 int userType = 0;
1038 var Id = GetUserTypeAndId(userId, out userType);
1039
1040 SqlParameter[] Param = new SqlParameter[2];
1041 Param[0] = new SqlParameter("@UserType", userType);
1042 Param[1] = new SqlParameter("@ID", Id);
1043 DataTable dt = SqlHelper.ExecuteDatatable(CommandType.StoredProcedure, "FindBrokerForLoggedInUserWithUserId", Param);
1044
1045 lstBrokers = (from DataRow row in dt.Rows
1046 select new Clients
1047 {
1048 clientid = Convert.ToInt32(row["clientid"]),
1049 parent = Convert.ToInt32(row["parent"]),
1050 companyname = Convert.ToString(row["companyname"]),
1051 TeamName = Convert.ToString(row["TeamName"]),
1052 TeamId = Convert.ToInt32(row["TeamId"]),
1053 affiliateid = Convert.ToString(row["affiliateid"]),
1054 telephone = Convert.ToString(row["telephone"]),
1055 email = Convert.ToString(row["email"]),
1056 contactname = Convert.ToString(row["contactname"]),
1057 address = Convert.ToInt32(row["address"]),
1058 userid = Convert.ToInt32(row["userid"]),
1059 AdminId = Convert.ToInt32(row["AdminId"]),
1060 countLeads = Convert.ToInt32(row["countLeads"])
1061 }).ToList();
1062 }
1063 catch (Exception ex)
1064 {
1065 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetAllBrokerDetails", ex.Message);
1066 throw;
1067 }
1068 return lstBrokers;
1069 }
1070
1071 /// <summary>
1072 /// Get broker details with team
1073 /// </summary>
1074 /// <param name="userId"></param>
1075 /// <returns></returns>
1076 public List<Clients> GetBrokersWithTeams(int userId)
1077 {
1078 List<Clients> lstBrokerTeam = new List<Clients>();
1079 int userType = 0;
1080 var Id = GetUserTypeAndId(userId, out userType);
1081 try
1082 {
1083 SqlParameter[] Param = new SqlParameter[2];
1084 Param[0] = new SqlParameter("@UserType", userType);
1085 Param[1] = new SqlParameter("@ID", Id);
1086 DataTable dt = SqlHelper.ExecuteDatatable(CommandType.StoredProcedure, "GetBrokersWithTeams", Param);
1087 lstBrokerTeam = (from DataRow row in dt.Rows
1088 select new Clients
1089 {
1090 clientid = Convert.ToInt32(row["clientid"]),
1091 parent = Convert.ToInt32(row["parent"]),
1092 companyname = Convert.ToString(row["companyname"]),
1093 TeamName = Convert.ToString(row["TeamName"]),
1094 TeamId = Convert.ToInt32(row["TeamId"]),
1095 affiliateid = Convert.ToString(row["affiliateid"]),
1096 telephone = Convert.ToString(row["telephone"]),
1097 email = Convert.ToString(row["email"]),
1098 contactname = Convert.ToString(row["contactname"]),
1099 address = Convert.ToInt32(row["address"]),
1100 userid = Convert.ToInt32(row["userid"])
1101 }).ToList();
1102 }
1103 catch (Exception ex)
1104 {
1105 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetBrokersWithTeams", ex.Message);
1106 throw;
1107 }
1108 return lstBrokerTeam;
1109 }
1110
1111 /// <summary>
1112 /// Get user type and id accordingly.
1113 /// </summary>
1114 /// <param name="userId"></param>
1115 /// <param name="userType"></param>
1116 /// <returns></returns>
1117 private object GetUserTypeAndId(int userId, out int userType)
1118 {
1119 int Id = 0;
1120 try
1121 {
1122 SqlParameter[] Param = new SqlParameter[1] { new SqlParameter("@UserId", userId) };
1123 DataTable dt = SqlHelper.ExecuteDatatable(CommandType.StoredProcedure, "GetUserType", Param);
1124 Id = Convert.ToInt32(dt.Rows[0]["Id"]);
1125 userType = Convert.ToInt32(dt.Rows[0]["userType"]);
1126 }
1127 catch (Exception ex)
1128 {
1129 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetUserTypeAndId", ex.Message);
1130 throw;
1131 }
1132 return Id;
1133 }
1134
1135 #endregion [Optimized Code of Mortgage Case Written Report 2015-01-22]
1136 //Insurance Referral report
1137 /// <summary>
1138 /// Insurance Referral Report
1139 /// </summary>
1140 /// <param name="fromdate">From date</param>
1141 /// <param name="todate">To date</param>
1142 /// <param name="userid">User Id</param>
1143 /// <param name="brokerId">broker id</param>
1144 /// <param name="Negotiator">Negotiator</param>
1145 /// <param name="brokers">brokers</param>
1146 /// <param name="Company">Company</param>
1147 /// <param name="Branches">Branches</param>
1148 /// <param name="ProductTypeId">ProductType</param>
1149 /// <returns></returns>
1150 public DataSet GetInsuranceReferralResult(DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int ProductTypeId = 0)
1151 {
1152 DataSet ds;
1153 try
1154 {
1155 List<Insurancereferral> negotiationlist = new List<Models.Insurancereferral>();
1156 SqlParameter[] Param = new SqlParameter[8];
1157 Param[0] = new SqlParameter("@CurrentUserId", userid);
1158 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
1159 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
1160 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
1161 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
1162 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
1163 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
1164 Param[7] = new SqlParameter("@ProductTypeId", ProductTypeId);
1165 ds = SqlHelper.ExecuteDataset("GetInsuranceReferralReport", Param);
1166 }
1167 catch (Exception ex)
1168 {
1169 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetInsuranceReferralResult", ex.Message);
1170 ds = new DataSet();
1171 }
1172 return ds;
1173 }
1174
1175 #region [Client Referrals 2015-04-18]
1176
1177
1178 /// <summary>
1179 /// Getting count for referral for contact Id
1180 /// </summary>
1181 /// <param name="contactId">Contact Id</param>
1182 /// <returns></returns>
1183 public int ClientReferralsCount(string contactId)
1184 {
1185 var con = contactId.Split('_').ToList();
1186 int ContactId = 0;
1187 var contactids = new List<int>();
1188 if (con.Count() > 1)
1189 {
1190 ContactId = Convert.ToInt32(con[0]);
1191 contactids = ctx.tblcontacts.Where(x => x.parentNegId == ContactId && x.account != 1582971 && x.account == 1583028).Select(x => x.contactid).ToList();
1192 }
1193 else
1194 {
1195 ContactId = Convert.ToInt32(contactId);
1196 contactids = ctx.tblcontacts.Where(x => x.parentContactId == ContactId && x.account != 1582971 && x.account == 1583028).Select(x => x.contactid).ToList();
1197 }
1198
1199 //var contactids = ctx.tblcontacts.Where(x => x.parentContactId == contactId && x.account != 1582971 && x.account == 1583028).Select(x => x.contactid).ToList();
1200 int count = 0;
1201 if (contactids.Count > 0)
1202 {
1203 count++;
1204 contactids = ctx.tblcontacts.Where(x => contactids.Contains(x.parentContactId ?? 0) && x.account != 1582971 && x.account == 1583028).Select(x => x.contactid).ToList();
1205 while (contactids.Count > 0)
1206 {
1207 contactids = ctx.tblcontacts.Where(x => contactids.Contains(x.parentContactId ?? 0) && x.account != 1582971 && x.account == 1583028).Select(x => x.contactid).ToList();
1208 count++;
1209 }
1210 }
1211
1212 return count;
1213
1214
1215 }
1216
1217 /// <summary>
1218 /// Getting Dataset for Client Referral Report
1219 /// </summary>
1220 /// <param name="ContactId">Contact Id</param>
1221 /// <param name="referralLevel">Referral Level</param>
1222 /// <param name="referralType">Referral Type</param>
1223 /// <returns></returns>
1224 public List<ClientReferralsInfo> ClientReferralInfo(string ContactId = "", int referralLevel = 0, int referralType = 0)
1225 {
1226 int contactId = 0;
1227 var contactids = new List<int>();
1228 var con = ContactId.Split('_').ToList();
1229 if (con.Count > 1)
1230 {
1231 contactId = Convert.ToInt32(con[0]);
1232 contactids = ctx.tblcontacts.Where(x => x.parentNegId == contactId && x.account != 1582971 && x.account == 1583028).Select(x => x.contactid).ToList();
1233 }
1234 else
1235 {
1236 contactId = Convert.ToInt32(ContactId);
1237 contactids = ctx.tblcontacts.Where(x => x.parentContactId == contactId && x.account != 1582971 && x.account == 1583028).Select(x => x.contactid).ToList();
1238 }
1239
1240
1241
1242 int count = 0;
1243 List<ClientReferralsInfo> referralList = new List<ClientReferralsInfo>();
1244
1245 if (contactids.Count > 0)
1246 {
1247 count++;
1248 //if (referralLevel >= count || referralLevel == 0)
1249 //{
1250 foreach (var c in contactids)
1251 {
1252 ClientReferralsInfo objClient = new ClientReferralsInfo();
1253 objClient.ContactId = c.ToString();
1254 objClient.ReferralLevel = count;
1255 referralList.Add(objClient);
1256 }
1257 // }
1258 contactids = ctx.tblcontacts.Where(x => contactids.Contains(x.parentContactId ?? 0) && x.account != 1582971 && x.account == 1583028).Select(x => x.contactid).ToList();
1259 while (contactids.Count > 0)
1260 {
1261 count++;
1262 //if (referralLevel >= count || referralLevel == 0)
1263 //{
1264 foreach (var c in contactids)
1265 {
1266 ClientReferralsInfo objClient = new ClientReferralsInfo();
1267 objClient.ContactId = c.ToString();
1268 objClient.ReferralLevel = count;
1269 referralList.Add(objClient);
1270 }
1271 //}
1272 contactids = ctx.tblcontacts.Where(x => contactids.Contains(x.parentContactId ?? 0) && x.account != 1582971 && x.account == 1583028).Select(x => x.contactid).ToList();
1273
1274 }
1275 }
1276
1277 referralList = referralList.OrderBy(x => x.ReferralLevel).ToList();
1278 //adding parent contact
1279 ClientReferralsInfo objClient1 = new ClientReferralsInfo();
1280 objClient1.ContactId = ContactId;
1281 objClient1.ReferralLevel = 0;
1282 referralList.Insert(0, objClient1);
1283 //adding parent contact
1284 foreach (var v in referralList)
1285 {
1286 var conn = v.ContactId.Split('_').ToList();
1287 if (conn.Count == 1)
1288 {
1289 int cont = Convert.ToInt32(v.ContactId);
1290 var WrittenCommission = (from f in ctx.tblfinances
1291 join fs in ctx.tblfinance_statusdate on f.financeid equals fs.financeid
1292 where f.status != 34 && f.status != 35 && f.status != 36 && f.status != 37 && f.status != 38
1293 && (fs.status == 6 || fs.status == 13) && f.contact == cont
1294 select new
1295 {
1296 f.commission
1297 }).Sum(x => x.commission);
1298
1299 var WrittenMortgage = (from f in ctx.tblfinances
1300 join fs in ctx.tblfinance_statusdate on f.financeid equals fs.financeid
1301 where f.status != 34 && f.status != 35 && f.status != 36 && f.status != 37 && f.status != 38
1302 && (fs.status == 6) && f.contact == cont
1303 select new
1304 {
1305 f.amount
1306 }).Sum(x => x.amount);
1307
1308 var IssuedCommission = (from f in ctx.tblfinances
1309 join fs in ctx.tblfinance_statusdate on f.financeid equals fs.financeid
1310 where f.status != 34 && f.status != 35 && f.status != 36 && f.status != 37 && f.status != 38
1311 && (fs.status == 8 || fs.status == 14) && f.contact == cont
1312 select new
1313 {
1314 f.commission
1315 }).Sum(x => x.commission);
1316
1317 var Issuedmortgage = (from f in ctx.tblfinances
1318 join fs in ctx.tblfinance_statusdate on f.financeid equals fs.financeid
1319 where f.status != 34 && f.status != 35 && f.status != 36 && f.status != 37 && f.status != 38
1320 && (fs.status == 8) && f.contact == cont
1321 select new
1322 {
1323 f.amount
1324 }).Sum(x => x.amount);
1325 var name = ctx.tblcontacts.Where(x => x.contactid == cont).Select(x => new { x.firstname, x.lastname, x.parentContactId }).FirstOrDefault();
1326 var ReferrerName = ctx.tblcontacts.Where(x => x.contactid == name.parentContactId).Select(x => new { x.firstname, x.lastname }).FirstOrDefault();
1327 v.WrittenCommission = WrittenCommission ?? 0;
1328 v.WrittenMortgage = WrittenMortgage ?? 0;
1329 v.IssuedCommission = IssuedCommission ?? 0;
1330 v.IssuedMortgage = Issuedmortgage ?? 0;
1331 v.ContactName = (name.firstname ?? "") + " " + (name.lastname ?? "");
1332
1333 if (ReferrerName != null)
1334 v.ReferrerName = (ReferrerName.firstname ?? "") + " " + (ReferrerName.lastname ?? "");
1335 else
1336 v.ReferrerName = "";
1337
1338 string parent = "";
1339
1340 parent = ctx.tblcontacts.Where(x => x.contactid == cont && v.ContactId != ContactId && x.parentContactId != 0).Select(x => x.parentContactId).FirstOrDefault().ToString();
1341
1342 if (parent == "")
1343 {
1344 parent = ctx.tblcontacts.Where(x => x.contactid == cont && v.ContactId != ContactId && x.parentNegId != 0).Select(x => x.parentNegId).FirstOrDefault().ToString();
1345 if (parent != string.Empty)
1346 parent = parent + "_neg";
1347 else
1348 parent = null;
1349 }
1350 v.ParentContactId = parent;
1351 }
1352 else
1353 {
1354 int neg = Convert.ToInt32(conn[0]);
1355 v.ContactName = ctx.tblClientReferralNeg.Where(x => x.NegId == neg).FirstOrDefault().NegName;
1356
1357 }
1358
1359 }
1360 referralList = referralList.OrderBy(x => x.ReferralLevel).ThenByDescending(x => x.WrittenCommission).ToList();
1361
1362 //for new dropdown list of referral type
1363 int loop = referralType;
1364 if (referralType == 0)
1365 {
1366 loop = referralList.Select(x => x.ReferralLevel).Max();
1367 }
1368 foreach (var v in referralList)
1369 {
1370 int i = 1;
1371
1372 var cIds = referralList.Where(x => x.ParentContactId == v.ContactId).Select(x => x.ContactId).ToList();
1373
1374 var writMort = referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.WrittenMortgage).Sum();
1375 var writComm = referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.WrittenCommission).Sum();
1376 var Issumort = referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.IssuedMortgage).Sum();
1377 var IssuComm = referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.IssuedCommission).Sum();
1378
1379 while (i < loop)
1380 {
1381 cIds = referralList.Where(x => cIds.Contains(x.ParentContactId)).Select(x => x.ContactId).ToList();
1382 if (referralType == 0)
1383 {
1384 writMort += referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.WrittenMortgage).Sum();
1385 writComm += referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.WrittenCommission).Sum();
1386 Issumort += referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.IssuedMortgage).Sum();
1387 IssuComm += referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.IssuedCommission).Sum();
1388 }
1389 if (cIds.Count > 0)
1390 {
1391 i++;
1392 }
1393 else
1394 {
1395 break;
1396 }
1397
1398 }
1399 if (referralType == 0)
1400 {
1401 v.RefWrittenMortgage = writMort;
1402 v.RefWrittenCommission = writComm;
1403 v.RefIssuedMortgage = Issumort;
1404 v.RefIssuedCommission = IssuComm;
1405 }
1406 else
1407 {
1408 v.RefWrittenMortgage = referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.WrittenMortgage).Sum();
1409 v.RefWrittenCommission = referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.WrittenCommission).Sum();
1410 v.RefIssuedMortgage = referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.IssuedMortgage).Sum();
1411 v.RefIssuedCommission = referralList.Where(x => cIds.Contains(x.ContactId)).Select(x => x.IssuedCommission).Sum();
1412 }
1413 }
1414
1415
1416 if (referralLevel > 0)
1417 {
1418 referralList = referralList.Where(x => x.ReferralLevel <= referralLevel).ToList();
1419 }
1420
1421
1422 return referralList;
1423 }
1424
1425
1426 #endregion [Client Referrals 2015-04-18]
1427
1428 #region[Business report]
1429 /// <summary>
1430 /// Getting Business report
1431 /// </summary>
1432 /// <param name="fromdate">From date</param>
1433 /// <param name="todate">To date</param>
1434 /// <param name="type">type</param>
1435 /// <param name="userid">user id</param>
1436 /// <param name="brokerId">broker id</param>
1437 /// <param name="Negotiator">negotiator</param>
1438 /// <param name="brokers">brokers</param>
1439 /// <param name="Company">company</param>
1440 /// <param name="Branches">Branches</param>
1441 /// <param name="productTypeID">ProductTypeId</param>
1442 /// <returns></returns>
1443 public DataSet GetBusinessReport(DateTime fromdate, DateTime todate, string type, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
1444 {
1445 DataSet ds;
1446 try
1447 {
1448 SqlParameter[] Param = new SqlParameter[8];
1449 Param[0] = new SqlParameter("@CurrentUserId", userid);
1450 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
1451 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
1452 if (!string.IsNullOrEmpty(Negotiator))
1453 {
1454 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
1455 Param[4] = new SqlParameter("@Company", Company.Trim());
1456 Param[5] = new SqlParameter("@Branches", Branches.Trim());
1457 }
1458 if (!string.IsNullOrWhiteSpace(brokers))
1459 {
1460 Param[6] = new SqlParameter("@BrokerId", brokers);
1461 }
1462
1463 Param[7] = new SqlParameter("@productTypeID", productTypeID);
1464
1465 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetBusinessReport", Param);
1466 }
1467 catch (Exception ex)
1468 {
1469 Helper.ErrorLog(ex.InnerException, "Q_report", "GetBusinessReport", ex.Message);
1470 ds = new DataSet();
1471 }
1472 return ds;
1473 }
1474 #endregion
1475
1476 #region[Most Valuable referrer report]
1477 /// <summary>
1478 /// Getting most valuable referral Report
1479 /// </summary>
1480 /// <param name="type">type</param>
1481 /// <param name="userid">user id</param>
1482 /// <param name="brokerId">broker id</param>
1483 /// <param name="Negotiator">Negotiator</param>
1484 /// <param name="brokers">Brokers</param>
1485 /// <param name="Company">Company</param>
1486 /// <param name="Branches">Branches</param>
1487 /// <param name="productTypeID">Product type Id</param>
1488 /// <returns></returns>
1489 public DataSet GetMostValuableReport(string type, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
1490 {
1491 DataSet ds;
1492 try
1493 {
1494 SqlParameter[] Param = new SqlParameter[5];
1495 Param[0] = new SqlParameter("@CurrentUserId", userid);
1496
1497 if (!string.IsNullOrEmpty(Negotiator))
1498 {
1499 Param[1] = new SqlParameter("@Negotiator", Negotiator.Trim());
1500 Param[2] = new SqlParameter("@Company", Company.Trim());
1501 Param[3] = new SqlParameter("@Branches", Branches.Trim());
1502 }
1503 if (!string.IsNullOrWhiteSpace(brokers))
1504 {
1505 Param[4] = new SqlParameter("@BrokerId", brokers);
1506 }
1507 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetMostValuableReferrersreport", Param);
1508 }
1509 catch (Exception ex)
1510 {
1511 ds = new DataSet();
1512 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetMostValuableReport", ex.Message);
1513 }
1514 return ds;
1515 }
1516 #endregion
1517
1518 #region [Updated Code of Reports Data Access Methods 2015-10-21]
1519
1520 #region [Adviser Report]
1521
1522 /// <summary>
1523 /// Updated data access code of adviser report. It fetched data on the basis of negotiator, branch and company ids. Updated on 2015-10-21
1524 /// </summary>
1525 /// <param name="NegotiatorIds">Contains negotiator's ids</param>
1526 /// <param name="BranchIds">Contain branch's ids</param>
1527 /// <param name="CompanyIds">Contain company's ids</param>
1528 /// <param name="fromdate">From date</param>
1529 /// <param name="todate">To date</param>
1530 /// <param name="userid">User id</param>
1531 /// <param name="brokerId">Broker ids</param>
1532 /// <param name="type">Type</param>
1533 /// <param name="Negotiator">Negotiators</param>
1534 /// <param name="brokers">Brokers</param>
1535 /// <param name="Company">Companies</param>
1536 /// <param name="Branches">Branches</param>
1537 /// <returns></returns>
1538 public DataSet GetAdvisorReportByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, int type = 1, string Negotiator = "", string brokers = "", string Company = "", string Branches = "")
1539 {
1540 DataSet ds = new DataSet();
1541 try
1542 {
1543 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
1544 SqlParameter[] Param = new SqlParameter[11];
1545 Param[0] = new SqlParameter("@CurrentUserId", userid);
1546 if (!string.IsNullOrEmpty(Negotiator))
1547 {
1548 Param[1] = new SqlParameter("@Negotiator", Negotiator.Trim());
1549 Param[6] = new SqlParameter("@Company", Company.Trim());
1550 Param[7] = new SqlParameter("@Branches", Branches.Trim());
1551
1552 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
1553 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
1554 Param[8] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
1555
1556 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
1557 Param[9] = new SqlParameter("@BranchIds", dtBranchIds);
1558
1559 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
1560 Param[10] = new SqlParameter("@CompanyIds", dtCompanyIds);
1561 }
1562 Param[2] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
1563 Param[3] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
1564 if (!string.IsNullOrWhiteSpace(brokers))
1565 Param[4] = new SqlParameter("@BrokerId", brokers);
1566
1567 Param[5] = new SqlParameter("@Type", type);
1568
1569
1570 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetAdvisorReport_Updated", Param);
1571 }
1572 catch (Exception ex)
1573 {
1574 Helper.ErrorLog(ex.InnerException, "Q_Reports", "GetAdvisorReportByIds", ex.Message);
1575 }
1576 return ds;
1577 }
1578
1579 #endregion [Adviser Report]
1580
1581 #region [Mortgage Written Report]
1582
1583 /// <summary>
1584 /// Get mortgage case written report by ids.
1585 /// </summary>
1586 /// <param name="NegotiatorIds"></param>
1587 /// <param name="BranchIds"></param>
1588 /// <param name="CompanyIds"></param>
1589 /// <param name="type"></param>
1590 /// <param name="fromdate"></param>
1591 /// <param name="todate"></param>
1592 /// <param name="userid"></param>
1593 /// <param name="brokerId"></param>
1594 /// <param name="Negotiator"></param>
1595 /// <param name="brokers"></param>
1596 /// <param name="Company"></param>
1597 /// <param name="Branches"></param>
1598 /// <param name="productTypeID"></param>
1599 /// <returns></returns>
1600 public DataSet GetMortgageCaseWrittenReportByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
1601 {
1602 DataSet ds = new DataSet();
1603 try
1604 {
1605 SqlParameter[] Param = new SqlParameter[12];
1606 Param[0] = new SqlParameter("@CurrentUserId", userid);
1607 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
1608 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
1609 if (!string.IsNullOrEmpty(Negotiator))
1610 {
1611 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
1612 Param[4] = new SqlParameter("@Company", Company.Trim());
1613 Param[5] = new SqlParameter("@Branches", Branches.Trim());
1614
1615 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
1616 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
1617 Param[9] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
1618
1619 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
1620 Param[10] = new SqlParameter("@BranchIds", dtBranchIds);
1621
1622 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
1623 Param[11] = new SqlParameter("@CompanyIds", dtCompanyIds);
1624 }
1625 if (!string.IsNullOrWhiteSpace(brokers))
1626 {
1627 Param[6] = new SqlParameter("@BrokerId", brokers);
1628 }
1629 if (!string.IsNullOrWhiteSpace(type))
1630 {
1631 Param[7] = new SqlParameter("@MortgageType", type);
1632 }
1633
1634 Param[8] = new SqlParameter("@productTypeID", productTypeID);
1635
1636 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetMortgageCaseWritten_Update", Param);
1637 }
1638 catch (Exception ex)
1639 {
1640 Helper.ErrorLog(ex.InnerException, "Q_Reports", "GetMortgageCaseWrittenReportByIds", ex.Message);
1641 }
1642 return ds;
1643 }
1644
1645 #endregion [Mortgage Written Report]
1646
1647 #region [Insurance Case Written Report]
1648
1649 /// <summary>
1650 /// method for InsuranceCaseWritten
1651 /// created on : 03/11/2014
1652 ///modified on 23-12-2014
1653 /// </summary>
1654 /// <param name="type"></param>
1655 /// <param name="fromdate"></param>
1656 /// <param name="todate"></param>
1657 /// <param name="userid"></param>
1658 /// <param name="brokerId"></param>
1659 /// <param name="Negotiator"></param>
1660 /// <param name="brokers"></param>
1661 /// <param name="Company"></param>
1662 /// <param name="Branches"></param>
1663 /// <param name="productTypeID"></param>
1664 /// <returns></returns>
1665 public DataSet GetInsuranceCaseWrittenReportByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
1666 {
1667 DataSet ds = new DataSet();
1668 try
1669 {
1670 SqlParameter[] Param = new SqlParameter[12];
1671 Param[0] = new SqlParameter("@CurrentUserId", userid);
1672 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
1673 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
1674 if (!string.IsNullOrEmpty(Negotiator))
1675 {
1676 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
1677 Param[4] = new SqlParameter("@Company", Company.Trim());
1678 Param[5] = new SqlParameter("@Branches", Branches.Trim());
1679
1680 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
1681 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
1682 Param[9] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
1683
1684 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
1685 Param[10] = new SqlParameter("@BranchIds", dtBranchIds);
1686
1687 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
1688 Param[11] = new SqlParameter("@CompanyIds", dtCompanyIds);
1689 }
1690 if (!string.IsNullOrWhiteSpace(brokers))
1691 {
1692 Param[6] = new SqlParameter("@BrokerId", brokers);
1693 }
1694 if (!string.IsNullOrWhiteSpace(type))
1695 {
1696 Param[7] = new SqlParameter("@InsuranceType", type);
1697 }
1698 Param[8] = new SqlParameter("@productTypeID", productTypeID);
1699
1700 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetInsuranceCaseWritten_Update", Param);
1701 }
1702 catch (Exception ex)
1703 {
1704 Helper.ErrorLog(ex.InnerException, "Q_Reports", "GetInsuranceCaseWrittenReportByIds", ex.Message);
1705 }
1706 return ds;
1707 }
1708
1709 #endregion [Insurance Case Written Report]
1710
1711 #region [Mortgage Completed Report]
1712
1713 /// <summary>
1714 /// Get mortgage completed report by ids.
1715 /// </summary>
1716 /// <param name="NegotiatorIds"></param>
1717 /// <param name="BranchIds"></param>
1718 /// <param name="CompanyIds"></param>
1719 /// <param name="type"></param>
1720 /// <param name="fromdate"></param>
1721 /// <param name="todate"></param>
1722 /// <param name="userid"></param>
1723 /// <param name="brokerId"></param>
1724 /// <param name="Negotiator"></param>
1725 /// <param name="brokers"></param>
1726 /// <param name="Company"></param>
1727 /// <param name="Branches"></param>
1728 /// <param name="productTypeID"></param>
1729 /// <returns></returns>
1730 public DataSet GetMortgageCompletedReportByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
1731 {
1732 DataSet ds = new DataSet();
1733 try
1734 {
1735 SqlParameter[] Param = new SqlParameter[12];
1736 Param[0] = new SqlParameter("@CurrentUserId", userid);
1737 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
1738 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
1739 if (!string.IsNullOrEmpty(Negotiator))
1740 {
1741 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
1742 Param[4] = new SqlParameter("@Company", Company.Trim());
1743 Param[5] = new SqlParameter("@Branches", Branches.Trim());
1744
1745 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
1746 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
1747 Param[9] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
1748
1749 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
1750 Param[10] = new SqlParameter("@BranchIds", dtBranchIds);
1751
1752 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
1753 Param[11] = new SqlParameter("@CompanyIds", dtCompanyIds);
1754 }
1755 if (!string.IsNullOrWhiteSpace(brokers))
1756 {
1757 Param[6] = new SqlParameter("@BrokerId", brokers);
1758 }
1759 if (!string.IsNullOrWhiteSpace(type))
1760 {
1761 Param[7] = new SqlParameter("@MortgageType", type);
1762 }
1763
1764 Param[8] = new SqlParameter("@productTypeID", productTypeID);
1765
1766 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetMortgageCompletedReport_Update", Param);
1767 }
1768 catch (Exception ex)
1769 {
1770 Helper.ErrorLog(ex.InnerException, "Q_Reports", "GetMortgageCompletedReportByIds", ex.Message);
1771 }
1772 return ds;
1773 }
1774
1775 #endregion [Mortgage Completed Report]
1776
1777 #region [Insurance Completed Report]
1778
1779 /// <summary>
1780 /// Get insurance completed report by ids.
1781 /// </summary>
1782 /// <param name="NegotiatorIds"></param>
1783 /// <param name="BranchIds"></param>
1784 /// <param name="CompanyIds"></param>
1785 /// <param name="type"></param>
1786 /// <param name="fromdate"></param>
1787 /// <param name="todate"></param>
1788 /// <param name="userid"></param>
1789 /// <param name="brokerId"></param>
1790 /// <param name="Negotiator"></param>
1791 /// <param name="brokers"></param>
1792 /// <param name="Company"></param>
1793 /// <param name="Branches"></param>
1794 /// <param name="productTypeID"></param>
1795 /// <returns></returns>
1796 public DataSet GetInsuranceCompletedReportByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
1797 {
1798 DataSet ds = new DataSet();
1799 try
1800 {
1801 SqlParameter[] Param = new SqlParameter[12];
1802 Param[0] = new SqlParameter("@CurrentUserId", userid);
1803 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
1804 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
1805 if (!string.IsNullOrEmpty(Negotiator))
1806 {
1807 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
1808 Param[4] = new SqlParameter("@Company", Company.Trim());
1809 Param[5] = new SqlParameter("@Branches", Branches.Trim());
1810
1811 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
1812 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
1813 Param[9] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
1814
1815 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
1816 Param[10] = new SqlParameter("@BranchIds", dtBranchIds);
1817
1818 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
1819 Param[11] = new SqlParameter("@CompanyIds", dtCompanyIds);
1820 }
1821 if (!string.IsNullOrWhiteSpace(brokers))
1822 {
1823 Param[6] = new SqlParameter("@BrokerId", brokers);
1824 }
1825 if (!string.IsNullOrWhiteSpace(type))
1826 {
1827 Param[7] = new SqlParameter("@InsuranceType", type);
1828 }
1829 Param[8] = new SqlParameter("@productTypeID", productTypeID);
1830
1831 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetInsuranceCompletedReport_Update", Param);
1832 }
1833 catch (Exception ex)
1834 {
1835 Helper.ErrorLog(ex.InnerException, "Q_Reports", "GetInsuranceCompletedReportByIds", ex.Message);
1836 }
1837 return ds;
1838 }
1839 #endregion [Insurance Completed Report]
1840
1841 #region [Pipeline Review Report]
1842
1843 /// <summary>
1844 /// Get pipeline review report by ids.
1845 /// </summary>
1846 /// <param name="NegotiatorIds"></param>
1847 /// <param name="BranchIds"></param>
1848 /// <param name="CompanyIds"></param>
1849 /// <param name="type"></param>
1850 /// <param name="fromdate"></param>
1851 /// <param name="todate"></param>
1852 /// <param name="userid"></param>
1853 /// <param name="brokerId"></param>
1854 /// <param name="Negotiator"></param>
1855 /// <param name="brokers"></param>
1856 /// <param name="Company"></param>
1857 /// <param name="Branches"></param>
1858 /// <returns></returns>
1859 public DataSet GetPipelineReviewReportByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "")
1860 {
1861 DataSet ds = new DataSet();
1862 try
1863 {
1864 SqlParameter[] Param = new SqlParameter[11];
1865 Param[0] = new SqlParameter("@CurrentUserId", userid);
1866 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
1867 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
1868 if (!string.IsNullOrEmpty(Negotiator))
1869 {
1870 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
1871 Param[4] = new SqlParameter("@Company", Company.Trim());
1872 Param[5] = new SqlParameter("@Branches", Branches.Trim());
1873
1874 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
1875 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
1876 Param[8] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
1877
1878 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
1879 Param[9] = new SqlParameter("@BranchIds", dtBranchIds);
1880
1881 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
1882 Param[10] = new SqlParameter("@CompanyIds", dtCompanyIds);
1883 }
1884 if (!string.IsNullOrWhiteSpace(brokers))
1885 {
1886 Param[6] = new SqlParameter("@BrokerId", brokers);
1887 }
1888 if (!string.IsNullOrWhiteSpace(type))
1889 {
1890 Param[7] = new SqlParameter("@MortgageType", type);
1891 }
1892
1893 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetMortgageCaseWritten_Update", Param);
1894 }
1895 catch (Exception ex)
1896 {
1897 Helper.ErrorLog(ex.InnerException, "Q_Reports", "GetPipelineReviewReportByIds", ex.Message);
1898 }
1899 return ds;
1900 }
1901
1902 #endregion [Pipeline Review Report]
1903
1904 #region [WOCC Report]
1905
1906 /// <summary>
1907 /// Get WOCC report by ids.
1908 /// </summary>
1909 /// <param name="NegotiatorIds"></param>
1910 /// <param name="BranchIds"></param>
1911 /// <param name="CompanyIds"></param>
1912 /// <param name="type"></param>
1913 /// <param name="fromdate"></param>
1914 /// <param name="todate"></param>
1915 /// <param name="userid"></param>
1916 /// <param name="brokerId"></param>
1917 /// <param name="Negotiator"></param>
1918 /// <param name="brokers"></param>
1919 /// <param name="Company"></param>
1920 /// <param name="Branches"></param>
1921 /// <param name="FinType"></param>
1922 /// <returns></returns>
1923 public DataSet GetNewFinancialInformationReportByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int FinType = 0)
1924 {
1925 DataSet ds = new DataSet();
1926 try
1927 {
1928 SqlParameter[] Param = new SqlParameter[11];
1929 Param[0] = new SqlParameter("@CurrentUserId", userid);
1930 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
1931 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
1932 if (!string.IsNullOrEmpty(Negotiator))
1933 {
1934 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
1935 Param[4] = new SqlParameter("@Company", Company.Trim());
1936 Param[5] = new SqlParameter("@Branches", Branches.Trim());
1937
1938 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
1939 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
1940 Param[8] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
1941
1942 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
1943 Param[9] = new SqlParameter("@BranchIds", dtBranchIds);
1944
1945 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
1946 Param[10] = new SqlParameter("@CompanyIds", dtCompanyIds);
1947 }
1948 if (!string.IsNullOrWhiteSpace(brokers))
1949 {
1950 Param[6] = new SqlParameter("@BrokerId", brokers);
1951 }
1952 if (!string.IsNullOrWhiteSpace(type))
1953 {
1954 Param[7] = new SqlParameter("@InsuranceType", type);
1955 }
1956 Param[7] = new SqlParameter("@FinanceType", FinType);
1957
1958 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetWOCCReport_Update", Param);
1959 }
1960 catch (Exception ex)
1961 {
1962 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNewFinancialInformationReportByIds", ex.Message);
1963 }
1964 return ds;
1965 }
1966
1967 #endregion [WOCC Report]
1968
1969 #region [Total written Report]
1970 /// <summary>
1971 /// Get total written report by ids.
1972 /// </summary>
1973 /// <param name="type"></param>
1974 /// <param name="fromdate"></param>
1975 /// <param name="todate"></param>
1976 /// <param name="userid"></param>
1977 /// <param name="brokerId"></param>
1978 /// <param name="Negotiator"></param>
1979 /// <param name="brokers"></param>
1980 /// <param name="Company"></param>
1981 /// <param name="Branches"></param>
1982 /// <param name="productTypeID"></param>
1983 /// <returns></returns>
1984 public DataSet GetTotalWrittenReportByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
1985 {
1986 DataSet ds = new DataSet();
1987 try
1988 {
1989 SqlParameter[] Param = new SqlParameter[10];
1990 Param[0] = new SqlParameter("@CurrentUserId", userid);
1991 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
1992 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
1993 if (!string.IsNullOrEmpty(Negotiator))
1994 {
1995 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
1996 Param[4] = new SqlParameter("@Company", Company.Trim());
1997 Param[5] = new SqlParameter("@Branches", Branches.Trim());
1998
1999 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2000 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2001 Param[7] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2002
2003 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2004 Param[8] = new SqlParameter("@BranchIds", dtBranchIds);
2005
2006 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2007 Param[9] = new SqlParameter("@CompanyIds", dtCompanyIds);
2008 }
2009 if (!string.IsNullOrWhiteSpace(brokers))
2010 {
2011 Param[6] = new SqlParameter("@BrokerId", brokers);
2012 }
2013
2014 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetTotalWritten_Update", Param);
2015 }
2016 catch (Exception ex)
2017 {
2018 Helper.ErrorLog(ex.InnerException, "Q_Reports", "GetTotalWrittenReportByIds", ex.Message);
2019 }
2020 return ds;
2021 }
2022
2023 #endregion [Total written Report]
2024
2025 #region [Insurance Referral report]
2026 /// <summary>
2027 /// Get insurance referral results by ids.
2028 /// </summary>
2029 /// <param name="NegotiatorIds"></param>
2030 /// <param name="BranchIds"></param>
2031 /// <param name="CompanyIds"></param>
2032 /// <param name="fromdate"></param>
2033 /// <param name="todate"></param>
2034 /// <param name="userid"></param>
2035 /// <param name="brokerId"></param>
2036 /// <param name="Negotiator"></param>
2037 /// <param name="brokers"></param>
2038 /// <param name="Company"></param>
2039 /// <param name="Branches"></param>
2040 /// <param name="ProductTypeId"></param>
2041 /// <returns></returns>
2042 public DataSet GetInsuranceReferralResultByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int ProductTypeId = 0)
2043 {
2044
2045 List<Insurancereferral> negotiationlist = new List<Models.Insurancereferral>();
2046 DataSet ds = new DataSet();
2047 try
2048 {
2049 SqlParameter[] Param = new SqlParameter[11];
2050 Param[0] = new SqlParameter("@CurrentUserId", userid);
2051
2052 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
2053 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
2054 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
2055 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
2056 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2057 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2058 Param[7] = new SqlParameter("@ProductTypeId", ProductTypeId);
2059
2060 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2061 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2062 Param[8] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2063
2064 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2065 Param[9] = new SqlParameter("@BranchIds", dtBranchIds);
2066
2067 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2068 Param[10] = new SqlParameter("@CompanyIds", dtCompanyIds);
2069
2070 ds = SqlHelper.ExecuteDataset("GetInsuranceReferralReport_Update", Param);
2071 }
2072 catch (Exception ex)
2073 {
2074 Helper.ErrorLog(ex.InnerException, "Q_Reports", "GetInsuranceReferralResultByIds", ex.Message);
2075 }
2076 return ds;
2077 }
2078 #endregion [Insurance Referral report]
2079
2080 #region[Business report]
2081
2082 /// <summary>
2083 /// Get business report by ids.
2084 /// </summary>
2085 /// <param name="fromdate"></param>
2086 /// <param name="todate"></param>
2087 /// <param name="type"></param>
2088 /// <param name="userid"></param>
2089 /// <param name="brokerId"></param>
2090 /// <param name="Negotiator"></param>
2091 /// <param name="brokers"></param>
2092 /// <param name="Company"></param>
2093 /// <param name="Branches"></param>
2094 /// <param name="productTypeID"></param>
2095 /// <returns></returns>
2096 public DataSet GetBusinessReportByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, DateTime fromdate, DateTime todate, string type, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
2097 {
2098 DataSet ds = new DataSet();
2099 try
2100 {
2101 SqlParameter[] Param = new SqlParameter[11];
2102 Param[0] = new SqlParameter("@CurrentUserId", userid);
2103 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2104 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2105 if (!string.IsNullOrEmpty(Negotiator))
2106 {
2107 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
2108 Param[4] = new SqlParameter("@Company", Company.Trim());
2109 Param[5] = new SqlParameter("@Branches", Branches.Trim());
2110
2111 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2112 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2113 Param[8] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2114
2115 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2116 Param[9] = new SqlParameter("@BranchIds", dtBranchIds);
2117
2118 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2119 Param[10] = new SqlParameter("@CompanyIds", dtCompanyIds);
2120 }
2121 if (!string.IsNullOrWhiteSpace(brokers))
2122 {
2123 Param[6] = new SqlParameter("@BrokerId", brokers);
2124 }
2125
2126 Param[7] = new SqlParameter("@productTypeID", productTypeID);
2127
2128 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetBusinessReport_Update", Param);
2129 }
2130 catch (Exception ex)
2131 {
2132 Helper.ErrorLog(ex.InnerException, "Q_Reports", "GetBusinessReportByIds", ex.Message);
2133 }
2134 return ds;
2135 }
2136 #endregion
2137
2138 #region[Most Valuable referrer report]
2139
2140 /// <summary>
2141 /// Get most valuable report by ids.
2142 /// </summary>
2143 /// <param name="type"></param>
2144 /// <param name="userid"></param>
2145 /// <param name="brokerId"></param>
2146 /// <param name="Negotiator"></param>
2147 /// <param name="brokers"></param>
2148 /// <param name="Company"></param>
2149 /// <param name="Branches"></param>
2150 /// <param name="productTypeID"></param>
2151 /// <returns></returns>
2152 public DataSet GetMostValuableReportByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, string type, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
2153 {
2154 DataSet ds = new DataSet();
2155 try
2156 {
2157 SqlParameter[] Param = new SqlParameter[8];
2158 Param[0] = new SqlParameter("@CurrentUserId", userid);
2159
2160 if (!string.IsNullOrEmpty(Negotiator))
2161 {
2162 Param[1] = new SqlParameter("@Negotiator", Negotiator.Trim());
2163 Param[2] = new SqlParameter("@Company", Company.Trim());
2164 Param[3] = new SqlParameter("@Branches", Branches.Trim());
2165
2166 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2167 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2168 Param[5] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2169
2170 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2171 Param[6] = new SqlParameter("@BranchIds", dtBranchIds);
2172
2173 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2174 Param[7] = new SqlParameter("@CompanyIds", dtCompanyIds);
2175 }
2176 if (!string.IsNullOrWhiteSpace(brokers))
2177 {
2178 Param[4] = new SqlParameter("@BrokerId", brokers);
2179 }
2180
2181
2182 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetMostValuableReferrersreport_Update", Param);
2183 }
2184 catch (Exception ex)
2185 {
2186 Helper.ErrorLog(ex.InnerException, "Q_Reports", "GetBusinessReportByIds", ex.Message);
2187 }
2188 return ds;
2189 }
2190 #endregion
2191
2192 #region [Negotiator Weekly Report]
2193
2194 /// <summary>
2195 /// Getting negotiator weekly report
2196 /// </summary>
2197 /// <param name="fromdate">From date</param>
2198 /// <param name="todate">To date</param>
2199 /// <param name="userid">User Id</param>
2200 /// <param name="brokerId">Broker Id</param>
2201 /// <param name="Negotiator">Negotiator</param>
2202 /// <param name="brokers">Brokers</param>
2203 /// <param name="Company">Companies</param>
2204 /// <param name="Branches">Branches</param>
2205 /// <param name="productTypeID">Product Type</param>
2206 /// <returns></returns>
2207 public DataSet GetNegotiatorweeklyByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
2208 {
2209 DataSet ds;
2210 try
2211 {
2212 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
2213 SqlParameter[] Param = new SqlParameter[11];
2214 Param[0] = new SqlParameter("@CurrentUserId", userid);
2215 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
2216 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
2217 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
2218 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
2219 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2220 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2221 Param[7] = new SqlParameter("@productTypeID", productTypeID);
2222
2223 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2224 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2225 Param[8] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2226
2227 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2228 Param[9] = new SqlParameter("@BranchIds", dtBranchIds);
2229
2230 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2231 Param[10] = new SqlParameter("@CompanyIds", dtCompanyIds);
2232
2233 ds = SqlHelper.ExecuteDataset("GetNegotiatorReportWeekly_Update", Param);
2234 }
2235 catch (Exception ex)
2236 {
2237 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNegotiatorweekly_Update");
2238 ds = new DataSet();
2239
2240 }
2241 return ds;
2242 }
2243
2244 #endregion [Negotiator Weekly Report]
2245
2246 #region [Negotiator Result]
2247
2248 /// <summary>
2249 /// Getting dataset from the database for Negotiator Report
2250 /// </summary>
2251 /// <param name="fromdate">From Date</param>
2252 /// <param name="todate">To Date</param>
2253 /// <param name="userid">User Id</param>
2254 /// <param name="pageNo">Page no</param>
2255 /// <param name="pageSize">Page size</param>
2256 /// <param name="brokerId">Broker Id</param>
2257 /// <param name="Negotiator">Negotiator</param>
2258 /// <param name="brokers">Brokers</param>
2259 /// <param name="Company">Companies</param>
2260 /// <param name="Branches">Branches</param>
2261 /// <param name="productTypeID">Product type</param>
2262 /// <returns></returns>
2263 public DataSet GetNegotiatorResultByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, DateTime fromdate, DateTime todate, int userid, int pageNo, int pageSize, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
2264 {
2265 DataSet ds;
2266 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
2267 try
2268 {
2269 SqlParameter[] Param = new SqlParameter[13];
2270 Param[0] = new SqlParameter("@CurrentUserId", userid);
2271 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
2272 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
2273 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
2274 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
2275 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2276 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2277 Param[7] = new SqlParameter("@PageNo", pageNo);
2278 Param[8] = new SqlParameter("@PageSize", pageSize);
2279 Param[9] = new SqlParameter("@productTypeID", productTypeID);
2280
2281 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2282 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2283 Param[10] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2284
2285 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2286 Param[11] = new SqlParameter("@BranchIds", dtBranchIds);
2287
2288 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2289 Param[12] = new SqlParameter("@CompanyIds", dtCompanyIds);
2290
2291 ds = SqlHelper.ExecuteDataset("GetNegotiatorReport_Update", Param);
2292 return ds;
2293 }
2294 catch (Exception ex)
2295 {
2296 Helper.ErrorLog(ex.InnerException, "Q_Report.cs", "GetNegotiatorResult", ex.Message);
2297 return ds = new DataSet();
2298 }
2299 }
2300
2301 #endregion [Negotiator Result]
2302
2303 #region [Negotiator Data Result]
2304
2305 /// <summary>
2306 /// Get negotiator data result by Ids.
2307 /// </summary>
2308 /// <param name="NegotiatorIds"></param>
2309 /// <param name="BranchIds"></param>
2310 /// <param name="CompanyIds"></param>
2311 /// <param name="fromdate"></param>
2312 /// <param name="todate"></param>
2313 /// <param name="userid"></param>
2314 /// <param name="pageNo"></param>
2315 /// <param name="pageSize"></param>
2316 /// <param name="brokerId"></param>
2317 /// <param name="Negotiator"></param>
2318 /// <param name="brokers"></param>
2319 /// <param name="Company"></param>
2320 /// <param name="Branches"></param>
2321 /// <returns></returns>
2322 public ReportsDataModel GetNegotiatorDataResultByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, DateTime fromdate, DateTime todate, int userid, int pageNo, int pageSize, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "")
2323 {
2324 ReportsDataModel dataResult = new ReportsDataModel();
2325 dataResult.Negotiation = new List<Negotiation>();
2326 dataResult.NegotiationNotes = new List<NegotiationNotes>();
2327 SqlParameter[] Param = new SqlParameter[9];
2328 Param[0] = new SqlParameter("@CurrentUserId", userid);
2329 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
2330 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
2331 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
2332 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
2333 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2334 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2335 Param[7] = new SqlParameter("@PageNo", pageNo);
2336 Param[8] = new SqlParameter("@PageSize", pageSize);
2337
2338 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2339 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2340 Param[9] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2341
2342 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2343 Param[10] = new SqlParameter("@BranchIds", dtBranchIds);
2344
2345 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2346 Param[11] = new SqlParameter("@CompanyIds", dtCompanyIds);
2347
2348 SqlDataReader reader = SqlHelper.ExecuteReaderNext(CommandType.StoredProcedure, "GetNegotiatorReport_Update", Param);
2349 ctx.Database.Initialize(force: false);
2350
2351 ctx.Database.Connection.Open();
2352 dataResult.Negotiation = ((IObjectContextAdapter)ctx).ObjectContext.Translate<Negotiation>(reader).ToList();
2353 reader.NextResult();
2354 dataResult.NegotiationNotes = ((IObjectContextAdapter)ctx).ObjectContext.Translate<NegotiationNotes>(reader).ToList();
2355 ctx.Database.Connection.Close();
2356 if (!reader.IsClosed)
2357 {
2358 reader.Close();
2359 }
2360 return dataResult;
2361 }
2362
2363 #endregion [Negotiator Data Result]
2364
2365 #region [Notes Data]
2366
2367 /// <summary>
2368 /// Getting the dataset for Notes Data
2369 /// </summary>
2370 /// <param name="userId">User Id</param>
2371 /// <param name="pageNo">Page No</param>
2372 /// <param name="pageSize">Page Size</param>
2373 /// <param name="fromDate">FRom Date</param>
2374 /// <param name="toDate">To Date</param>
2375 /// <param name="negotiators">Negotiators</param>
2376 /// <param name="company">Companies</param>
2377 /// <param name="branches">branches</param>
2378 /// <param name="brokers">Brokers</param>
2379 /// <param name="productTypeID">Product type</param>
2380 /// <returns></returns>
2381 public ReadNotes GetNotesDataByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, int userId, int pageNo, int pageSize, DateTime fromDate, DateTime toDate, string negotiators = "", string company = "", string branches = "", string brokers = "", int productTypeID = 0)
2382 {
2383 var reportsDN = new ReadNotes();
2384 try
2385 {
2386 DataTable notes = new DataTable();
2387 SqlParameter[] Param = new SqlParameter[13];
2388 Param[0] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(negotiators) ? null : negotiators.Trim()));
2389 Param[1] = new SqlParameter("@Company", (string.IsNullOrEmpty(company) ? null : company.Trim()));
2390 Param[2] = new SqlParameter("@Branches", (string.IsNullOrEmpty(branches) ? null : branches.Trim()));
2391 Param[3] = new SqlParameter("@BrokerIds", (string.IsNullOrEmpty(brokers) ? null : brokers));
2392 Param[4] = new SqlParameter("@FromDate", fromDate.ToString("dd/MMM/yyyy"));
2393 Param[5] = new SqlParameter("@ToDate", toDate.ToString("dd/MMM/yyyy"));
2394 Param[6] = new SqlParameter("@CurrentUserId", userId);
2395 Param[7] = new SqlParameter("@PageNo", pageNo);
2396 Param[8] = new SqlParameter("@PageSize", pageSize);
2397 Param[9] = new SqlParameter("@productTypeID", productTypeID);
2398
2399 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2400 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2401 Param[10] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2402
2403 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2404 Param[11] = new SqlParameter("@BranchIds", dtBranchIds);
2405
2406 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2407 Param[12] = new SqlParameter("@CompanyIds", dtCompanyIds);
2408
2409 SqlDataReader reader = SqlHelper.ExecuteReaderNext(CommandType.StoredProcedure, "Usp_GetNotesData_Update", Param);
2410 ctx.Database.Initialize(force: false);
2411 ctx.Database.Connection.Open();
2412 reportsDN.AdvisorNotes = ((IObjectContextAdapter)ctx).ObjectContext.Translate<NegotiationNotes>(reader).ToList();
2413 reader.NextResult();
2414 reportsDN.AgentNotes = ((IObjectContextAdapter)ctx).ObjectContext.Translate<NegotiationNotes>(reader).ToList();
2415 ctx.Database.Connection.Close();
2416 if (!reader.IsClosed)
2417 {
2418 reader.Close();
2419 }
2420 }
2421 catch (Exception ex)
2422 {
2423 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNotesDataByIds", ex.Message);
2424 }
2425 return reportsDN; ;
2426 }
2427
2428 #endregion [Notes Data]
2429
2430 #region [Negotiator Weekly Notes Created]
2431 //added on 2015-02-03
2432 /// <summary>
2433 /// Getting Weekly created notes data
2434 /// </summary>
2435 /// <param name="fromdate">From Date</param>
2436 /// <param name="todate">To Date</param>
2437 /// <param name="userid">User Id</param>
2438 /// <param name="brokerId">Broker Id</param>
2439 /// <param name="Negotiator">Negotiator</param>
2440 /// <param name="brokers">Brokers</param>
2441 /// <param name="Company">Company</param>
2442 /// <param name="Branches">Branches</param>
2443 /// <param name="productTypeID">Product Type</param>
2444 /// <returns></returns>
2445 public DataSet GetNegotiatorWeeklyCreatedNotesByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
2446 {
2447 DataSet ds;
2448 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
2449 try
2450 {
2451 SqlParameter[] Param = new SqlParameter[11];
2452 Param[0] = new SqlParameter("@CurrentUserId", userid);
2453 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
2454 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
2455 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
2456 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
2457 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2458 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2459 Param[7] = new SqlParameter("@productTypeID", productTypeID);
2460
2461 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2462 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2463 Param[8] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2464
2465 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2466 Param[9] = new SqlParameter("@BranchIds", dtBranchIds);
2467
2468 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2469 Param[10] = new SqlParameter("@CompanyIds", dtCompanyIds);
2470
2471 ds = SqlHelper.ExecuteDataset("GetNegotiatorReportWeeklyNoteCreated_Update", Param);
2472 return ds;
2473 }
2474 catch (Exception ex)
2475 {
2476 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNegotiatorWeeklyCreatedNotesByIds", ex.Message);
2477 ds = new DataSet();
2478 return ds;
2479 }
2480 }
2481
2482 #endregion [Negotiator Weekly Notes Created]
2483
2484 #region [Negotiator Weekly Notes Updated]
2485
2486 //added on 2015-02-03
2487 /// <summary>
2488 /// Getting weekly updated notes
2489 /// </summary>
2490 /// <param name="fromdate">From Date</param>
2491 /// <param name="todate">To date</param>
2492 /// <param name="userid">User Id</param>
2493 /// <param name="brokerId">Broker Id</param>
2494 /// <param name="Negotiator">Negotiator</param>
2495 /// <param name="brokers">Brokers</param>
2496 /// <param name="Company">Company</param>
2497 /// <param name="Branches">Branches</param>
2498 /// <param name="productTypeID">Product Type</param>
2499 /// <returns></returns>
2500 public DataSet GetNegotiatorWeeklyUpdatedNotesByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
2501 {
2502 DataSet ds;
2503 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
2504 try
2505 {
2506 SqlParameter[] Param = new SqlParameter[11];
2507 Param[0] = new SqlParameter("@CurrentUserId", userid);
2508 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
2509 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
2510 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
2511 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
2512 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2513 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2514 Param[7] = new SqlParameter("@productTypeID", productTypeID);
2515
2516 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2517 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2518 Param[8] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2519
2520 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2521 Param[9] = new SqlParameter("@BranchIds", dtBranchIds);
2522
2523 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2524 Param[10] = new SqlParameter("@CompanyIds", dtCompanyIds);
2525
2526 ds = SqlHelper.ExecuteDataset("GetNegotiatorReportWeeklyNoteUpdated_Update", Param);
2527 return ds;
2528 }
2529 catch (Exception ex)
2530 {
2531 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNegotiatorWeeklyUpdatedNotesByIds", ex.Message);
2532 ds = new DataSet();
2533 return ds;
2534 }
2535 }
2536
2537 #endregion [Negotiator Weekly Notes Updated]
2538
2539 #region [Negotiator Report]
2540
2541 /// <summary>
2542 /// Getting negotiator data for PDF
2543 /// </summary>
2544 /// <param name="fromdate">From Date</param>
2545 /// <param name="todate">To Date</param>
2546 /// <param name="userid">User Id</param>
2547 /// <param name="brokerId">Broker Id</param>
2548 /// <param name="Negotiator">Negotiator</param>
2549 /// <param name="brokers">Brokers</param>
2550 /// <param name="Company">Company</param>
2551 /// <param name="Branches">Branches</param>
2552 /// <param name="productTypeID">Product Type</param>
2553 /// <returns></returns>
2554 public DataSet GetNegotiatorByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
2555 {
2556 DataSet ds;
2557 try
2558 {
2559 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
2560 SqlParameter[] Param = new SqlParameter[11];
2561 Param[0] = new SqlParameter("@CurrentUserId", userid);
2562
2563 Param[1] = new SqlParameter("@Negotiator", (string.IsNullOrEmpty(Negotiator) ? null : Negotiator.Trim()));
2564 Param[2] = new SqlParameter("@Company", (string.IsNullOrEmpty(Company) ? null : Company.Trim()));
2565 Param[3] = new SqlParameter("@Branches", (string.IsNullOrEmpty(Branches) ? null : Branches.Trim()));
2566 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
2567 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2568 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2569 Param[7] = new SqlParameter("@productTypeID", productTypeID);
2570
2571 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2572 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2573 Param[8] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2574
2575 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2576 Param[9] = new SqlParameter("@BranchIds", dtBranchIds);
2577
2578 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2579 Param[10] = new SqlParameter("@CompanyIds", dtCompanyIds);
2580
2581 ds = SqlHelper.ExecuteDataset("GetNegotiatorReport_Update", Param);
2582 }
2583 catch (Exception ex)
2584 {
2585 ds = new DataSet();
2586 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetNegotiatorByIds", ex.Message);
2587 }
2588 return ds;
2589 }
2590
2591 #endregion [Negotiator Report]
2592
2593 #region [Overall Conversion Report]
2594
2595 /// <summary>
2596 /// Getting dataset for overall conversion report for Introducer Report
2597 /// </summary>
2598 /// <param name="totalLeads">Total Leads output parameter</param>
2599 /// <param name="totalApps">Total Apps Output parameter</param>
2600 /// <param name="fromdate">from date</param>
2601 /// <param name="todate">to date</param>
2602 /// <param name="userid">user Id</param>
2603 /// <param name="brokerId">broker Id</param>
2604 /// <param name="Negotiator">Negotiator</param>
2605 /// <param name="brokers">Brokers</param>
2606 /// <param name="Company">Companies</param>
2607 /// <param name="Branches">Branches</param>
2608 /// <param name="productTypeID">Product Type Id</param>
2609 public void GetOverAllConversionReportByIds(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, out int totalLeads, out int totalApps, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
2610 {
2611 DataSet ds;
2612 totalLeads = 0;
2613 totalApps = 0;
2614 try
2615 {
2616 List<Negotiation> negotiationlist = new List<Models.Negotiation>();
2617 SqlParameter[] Param = new SqlParameter[11];
2618 Param[0] = new SqlParameter("@CurrentUserId", userid);
2619 if (!string.IsNullOrEmpty(Negotiator))
2620 {
2621 Param[1] = new SqlParameter("@Negotiator", "'" + Negotiator.TrimEnd(',') + "'");
2622 Param[2] = new SqlParameter("@Company", "'" + Company.TrimEnd(',') + "'");
2623 Param[3] = new SqlParameter("@Branches", "'" + Branches.TrimEnd(',') + "'");
2624
2625 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2626 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2627 Param[8] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2628
2629 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2630 Param[9] = new SqlParameter("@BranchIds", dtBranchIds);
2631
2632 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2633 Param[10] = new SqlParameter("@CompanyIds", dtCompanyIds);
2634 }
2635 if (!string.IsNullOrWhiteSpace(brokers))
2636 {
2637 Param[4] = new SqlParameter("@BrokerId", brokers);
2638 }
2639 Param[5] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2640 Param[6] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2641 Param[7] = new SqlParameter("@productTypeID", productTypeID);
2642 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetOverAllConversionForIntroducer_Update", Param);
2643 if (ds.Tables[0].Rows.Count > 0)
2644 {
2645 totalLeads = Convert.ToInt32(ds.Tables[0].Rows[0]["TotalCount"].ToString());
2646 }
2647 if (ds.Tables[1].Rows.Count > 0)
2648 {
2649 totalApps = Convert.ToInt32(ds.Tables[1].Rows[0]["TotalCount"].ToString());
2650 }
2651 }
2652 catch (Exception ex)
2653 {
2654 ds = new DataSet();
2655 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetOverAllConversionReportByIds", ex.Message);
2656 }
2657
2658 }
2659
2660 ///// <summary>
2661 ///// Get introducer visit notes on the basis of filters.
2662 ///// </summary>
2663 ///// <returns></returns>
2664 //public List<IntroducerVisitNotes> GetIntroducerVisitNoteDetails(List<int> companyIds, string brokers, DateTime fromdate, DateTime todate)
2665 //{
2666 // List<int> brokerids = new List<int>();
2667 // if (!string.IsNullOrEmpty(brokers))
2668 // {
2669 // brokerids = brokers.Split(',').Select(Int32.Parse).ToList();
2670 // }
2671 // var lstIntroducerNotes = new List<IntroducerVisitNotes>();
2672 // db_occfinance_5572Entities _context = new db_occfinance_5572Entities();
2673 // try
2674 // {
2675 // if (!string.IsNullOrEmpty(brokers) && companyIds!=null && companyIds.Count>0)
2676 // {
2677 // lstIntroducerNotes = (from intNotes in _context.tblIntroducerVisitNotes
2678 // join usr in _context.tblusers on intNotes.CreatedBy equals usr.userid
2679 // join acct in _context.tblaccounts on usr.account equals acct.accountid
2680 // where companyIds.Contains(acct.accountid)
2681 // && brokerids.Contains(usr.userid)
2682 // select new IntroducerVisitNotes
2683 // {
2684 // Id = intNotes.Id,
2685 // Account = intNotes.Account,
2686 // UserName = usr.brokername,
2687 // CreatedOn = intNotes.Created,
2688 // CreatedBy = intNotes.CreatedBy,
2689 // Note = intNotes.Note,
2690 // Introducer = acct.companyname
2691 // }).ToList();
2692 // }
2693 // else if(string.IsNullOrEmpty(brokers) && companyIds != null && companyIds.Count > 0)
2694 // {
2695 // lstIntroducerNotes = (from intNotes in _context.tblIntroducerVisitNotes
2696 // join usr in _context.tblusers on intNotes.CreatedBy equals usr.userid
2697 // join acct in _context.tblaccounts on usr.account equals acct.accountid
2698 // where companyIds.Contains(acct.accountid)
2699 // select new IntroducerVisitNotes
2700 // {
2701 // Id = intNotes.Id,
2702 // Account = intNotes.Account,
2703 // UserName = usr.brokername,
2704 // CreatedOn = intNotes.Created,
2705 // CreatedBy = intNotes.CreatedBy,
2706 // Note = intNotes.Note,
2707 // Introducer = acct.companyname
2708 // }).ToList();
2709 // }
2710 // if (lstIntroducerNotes != null && lstIntroducerNotes.Count > 0)
2711 // {
2712 // foreach (var intNote in lstIntroducerNotes)
2713 // {
2714 // intNote.Created = Convert.ToDateTime(intNote.CreatedOn).ToString("dd/MM/yyyy hh:mm");
2715 // }
2716 // }
2717 // }
2718 // catch (Exception ex)
2719 // {
2720 // Helper.ErrorLog(ex.InnerException, "Q_Reports.cs", "GetIntroducerVisitNoteDetails", ex.Message);
2721 // }
2722 // return lstIntroducerNotes;
2723 //}
2724
2725 /// <summary>
2726 /// Get introducer appointment details.
2727 /// </summary>
2728 /// <returns></returns>
2729 public List<IntroducerVisitNotes> GetIntroducerVisitNoteDetails(List<int> companyIds, string brokers, DateTime fromdate, DateTime todate)
2730 {
2731 List<IntroducerVisitNotes> introducerVisits = new List<IntroducerVisitNotes>();
2732 DataSet dsIntroducerVisits;
2733 try
2734 {
2735 SqlParameter[] Param = new SqlParameter[10];
2736 Param[0] = new SqlParameter("@CurrentUserId", null);
2737
2738 Param[1] = new SqlParameter("@Negotiator", null);
2739 Param[2] = new SqlParameter("@Company", null);
2740 Param[3] = new SqlParameter("@Branches", null);
2741 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
2742
2743 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2744 DataTable dtCompanyIds = Helper.FillDataTable(companyIds);
2745 Param[5] = new SqlParameter("@CompanyIds", dtCompanyIds);
2746
2747 Param[6] = new SqlParameter("@BranchIds", null);
2748
2749 Param[7] = new SqlParameter("@NegotiatorIds", null);
2750 Param[8] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2751 Param[9] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2752
2753 dsIntroducerVisits = SqlHelper.ExecuteDataset("GetIntroducerVisitsNoteDetails", Param);
2754
2755
2756 if (dsIntroducerVisits.Tables.Count > 0 && dsIntroducerVisits.Tables[0].Rows.Count > 0)
2757 {
2758 introducerVisits = DataTableHelper.CreateListFromTableForAll<IntroducerVisitNotes>(dsIntroducerVisits.Tables[0]).ToList();
2759
2760 foreach (var intNote in introducerVisits)
2761 {
2762 intNote.CreateOn = Convert.ToDateTime(intNote.CreatedOn).ToString("dd/MM/yyyy hh:mm");
2763 }
2764 }
2765 }
2766 catch (Exception ex)
2767 {
2768 Helper.ErrorLog(ex.InnerException, "Q_Reports.cs", "GetIntroducerVisitNoteDetails", ex.Message);
2769 }
2770 return introducerVisits;
2771 }
2772
2773 #endregion [Overall Conversion Report]
2774
2775 #region [Conversion Rate For Insurance Referrals]
2776 public DataSet GetConversionRateForInsuranceReferrals(List<int> NegotiatorIds, List<int> BranchIds, List<int> CompanyIds, string type, DateTime fromdate, DateTime todate, int userid, int brokerId = 0, string Negotiator = "", string brokers = "", string Company = "", string Branches = "", int productTypeID = 0)
2777 {
2778 DataSet ds = new DataSet();
2779 try
2780 {
2781 SqlParameter[] Param = new SqlParameter[11];
2782 Param[0] = new SqlParameter("@CurrentUserId", userid);
2783 Param[1] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2784 Param[2] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2785 if (!string.IsNullOrEmpty(Negotiator))
2786 {
2787 Param[3] = new SqlParameter("@Negotiator", Negotiator.Trim());
2788 Param[4] = new SqlParameter("@Company", Company.Trim());
2789 Param[5] = new SqlParameter("@Branches", Branches.Trim());
2790
2791 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2792 DataTable dtNegotiatorIds = Helper.FillDataTable(NegotiatorIds);
2793 Param[8] = new SqlParameter("@NegotiatorIds", dtNegotiatorIds);
2794
2795 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2796 Param[9] = new SqlParameter("@BranchIds", dtBranchIds);
2797
2798 DataTable dtCompanyIds = Helper.FillDataTable(CompanyIds);
2799 Param[10] = new SqlParameter("@CompanyIds", dtCompanyIds);
2800 }
2801 if (!string.IsNullOrWhiteSpace(brokers))
2802 {
2803 Param[6] = new SqlParameter("@BrokerId", brokers);
2804 }
2805 if (!string.IsNullOrWhiteSpace(type))
2806 {
2807 Param[7] = new SqlParameter("@MortgageType", type);
2808 }
2809
2810 //Param[8] = new SqlParameter("@productTypeID", productTypeID);
2811
2812 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetConversionRateForInsuranceReferrals", Param);
2813 }
2814 catch (Exception ex)
2815 {
2816 Helper.ErrorLog(ex.InnerException, "Q_Reports", "GetConversionRateForInsuranceReferrals", ex.Message);
2817 }
2818 return ds;
2819 }
2820
2821 #endregion [Conversion Rate For Insurance Referrals]
2822
2823 #endregion [Updated Code of Reports Data Access Methods 2015-10-21]
2824
2825 #region [Get Selected Companies With Broker 2015-10-21]
2826
2827 /// <summary>
2828 /// Get selected companies with brokers by ids
2829 /// </summary>
2830 /// <param name="_allNamesparents"></param>
2831 /// <returns></returns>
2832 public string GetSelectedCompaniesWithBrokerByIds(string[] _allNamesparents)
2833 {
2834 var allNamesparents = string.Empty;
2835 var distinctList = _allNamesparents.Distinct().ToList();
2836 List<SelectListItem> _list = new List<SelectListItem>();
2837 for (int i = 0; i < distinctList.Count(); i++)
2838 {
2839
2840 if (distinctList[i].Contains("®"))
2841 {
2842 string companyName;
2843 string branchName;
2844 GetCompanyAndBranchNameByIds(distinctList, i, out companyName, out branchName);
2845
2846 _list.Add(new SelectListItem
2847 {
2848 Text = System.Text.RegularExpressions.Regex.Replace(companyName, "[^a-zA-Z0-9)]+", "", System.Text.RegularExpressions.RegexOptions.Compiled),
2849 Value = branchName
2850 });
2851 }
2852 }
2853 // System.Globalization.TextInfo myTI = new System.Globalization.CultureInfo("en-US", false).TextInfo;
2854
2855 var _companieslist = (from r in _list
2856 select new
2857 {
2858 companyname = System.Text.RegularExpressions.Regex.Replace(r.Text, "[^a-zA-Z0-9)]+", "", System.Text.RegularExpressions.RegexOptions.Compiled).Trim()
2859
2860 }).Distinct().ToList();
2861 for (int i = 0; i < _companieslist.Count(); i++)
2862 {
2863 var s = string.Join(", ", _list.Where(p => p.Text == _companieslist[i].companyname).Select(p => p.Value.ToString()));
2864 allNamesparents += string.Format(" <b> {0} </b>( {1} )", _companieslist.ElementAtOrDefault(i).companyname, s);
2865 }
2866 return allNamesparents;
2867 }
2868
2869 /// <summary>
2870 /// Get company and branch names by id.
2871 /// </summary>
2872 /// <param name="companyAndBranchList"></param>
2873 /// <param name="index"></param>
2874 /// <param name="companyName"></param>
2875 /// <param name="branchName"></param>
2876 public void GetCompanyAndBranchNameByIds(List<string> companyAndBranchList, int index, out string companyName, out string branchName)
2877 {
2878 try
2879 {
2880 db_occfinance_5572Entities ctx = new db_occfinance_5572Entities();
2881 var companyId = Convert.ToInt32(companyAndBranchList[index].Split('®')[0]);
2882 var branchId = Convert.ToInt32(companyAndBranchList[index].Split('®')[1]);
2883 companyName = ctx.tblaccounts.Where(com => com.accountid == companyId).Select(com => com.companyname).FirstOrDefault();
2884 branchName = ctx.tblBranches.Where(br => br.Id == branchId).Select(br => br.Branch).FirstOrDefault();
2885 }
2886 catch (Exception ex)
2887 {
2888 companyName = string.Empty;
2889 branchName = string.Empty;
2890 Helper.ErrorLog(ex.InnerException, "ReportsController", "GetCompanyAndBranchNameByIds", ex.Message);
2891 }
2892 }
2893
2894 /// <summary>
2895 /// Get negotiator name by ids
2896 /// </summary>
2897 /// <param name="NegotiatorIds"></param>
2898 /// <returns></returns>
2899 public string[] GetNegotiatorsNameByIds(List<int> NegotiatorIds)
2900 {
2901 string[] negotiatorNames = new string[NegotiatorIds.Count()];
2902 try
2903 {
2904 db_occfinance_5572Entities ctx = new db_occfinance_5572Entities();
2905 negotiatorNames = ctx.tblNegotiators.Where(neg => NegotiatorIds.Contains(neg.Id)).Select(neg => neg.Negotiator).ToList().ToArray();
2906
2907 }
2908 catch (Exception ex)
2909 {
2910 Helper.ErrorLog(ex.InnerException, "ReportsController", "GetNegotiatorName", ex.Message);
2911 }
2912 return negotiatorNames;
2913 }
2914
2915
2916
2917
2918
2919 #endregion [Get Selected Companies With Broker 2015-10-21]
2920
2921 #region [Introducer Visits]
2922
2923 /// <summary>
2924 /// Get introducer appointment details.
2925 /// </summary>
2926 /// <returns></returns>
2927 public List<IntroducerVisitsModel> GetIntroducerVisitsForAppointment(List<int> companyIds, string brokers, DateTime fromdate, DateTime todate)
2928 {
2929 List<IntroducerVisitsModel> introducerVisits = new List<IntroducerVisitsModel>();
2930 DataSet dsIntroducerVisits;
2931 try
2932 {
2933 SqlParameter[] Param = new SqlParameter[10];
2934 Param[0] = new SqlParameter("@CurrentUserId", null);
2935
2936 Param[1] = new SqlParameter("@Negotiator", null);
2937 Param[2] = new SqlParameter("@Company", null);
2938 Param[3] = new SqlParameter("@Branches", null);
2939 Param[4] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
2940
2941 //Convert Negotiator, Branch and Company Ids list into datatable and pass them into sql procedure parameter value. -20151021
2942 DataTable dtCompanyIds = Helper.FillDataTable(companyIds);
2943 Param[5] = new SqlParameter("@CompanyIds", dtCompanyIds);
2944
2945 Param[6] = new SqlParameter("@BranchIds", null);
2946
2947 Param[7] = new SqlParameter("@NegotiatorIds", null);
2948 Param[8] = new SqlParameter("@FromDate", fromdate.ToString("dd/MMM/yyyy"));
2949 Param[9] = new SqlParameter("@ToDate", todate.ToString("dd/MMM/yyyy"));
2950
2951 dsIntroducerVisits = SqlHelper.ExecuteDataset("GetIntroducerVisitsDetails", Param);
2952 }
2953 catch (Exception ex)
2954 {
2955 dsIntroducerVisits = new DataSet();
2956 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetIntroducerVisitsDetails", ex.Message);
2957 }
2958
2959 if (dsIntroducerVisits.Tables.Count > 0 && dsIntroducerVisits.Tables[0].Rows.Count > 0)
2960 introducerVisits = DataTableHelper.CreateListFromTableForAll<IntroducerVisitsModel>(dsIntroducerVisits.Tables[0]).ToList();
2961 return introducerVisits;
2962 }
2963
2964 /// <summary>
2965 /// Get Introducer Visits for admin
2966 /// </summary>
2967 /// <param name="companyIds"></param>
2968 /// <param name="userid"></param>
2969 /// <param name="brokers"></param>
2970 /// <returns></returns>
2971 public List<IntroducerVisitsModel> GetIntroducerVisitsForAdmin(List<int> companyIds, int userid, string brokers, List<int> BranchIds, bool IsBroker)
2972 {
2973 List<IntroducerVisitsModel> introducerVisits = new List<IntroducerVisitsModel>();
2974 DataSet dsIntroducerVisits;
2975 try
2976 {
2977 SqlParameter[] Param = new SqlParameter[5];
2978 Param[0] = new SqlParameter("@CurrentUserId", userid);
2979 Param[1] = new SqlParameter("@BrokerId", (string.IsNullOrEmpty(brokers) ? null : brokers));
2980 DataTable dtCompanyIds = Helper.FillDataTable(companyIds);
2981 Param[2] = new SqlParameter("@CompanyIds", dtCompanyIds);
2982 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
2983 Param[3] = new SqlParameter("@BranchIds", dtBranchIds);
2984 Param[4] = new SqlParameter("@IsBroker", IsBroker);
2985
2986 dsIntroducerVisits = SqlHelper.ExecuteDataset("GetIntroducerVisitsDetailsForAdmin", Param);
2987 }
2988 catch (Exception ex)
2989 {
2990 dsIntroducerVisits = new DataSet();
2991 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetIntroducerVisitsDetailsForAdmin", ex.Message);
2992 }
2993
2994 if (dsIntroducerVisits.Tables.Count > 0 && dsIntroducerVisits.Tables[0].Rows.Count > 0)
2995 {
2996 foreach(DataRow row in dsIntroducerVisits.Tables[0].Rows)
2997 {
2998 var model = new IntroducerVisitsModel();
2999 model.account = Convert.ToInt32(Convert.ToString(row["account"]));
3000 model.broker = Convert.ToInt32(Convert.ToString(row["broker"]));
3001 model.Introducer = Convert.ToString(row["Introducer"]);
3002 model.Branch = Convert.ToString(row["Branch"]);
3003 model.BranchId = Convert.ToInt32(Convert.ToString(row["BranchId"]));
3004 model.AdviserAssigned = Convert.ToString(row["AdviserAssigned"]);
3005 model.Id = Convert.ToInt32(Convert.ToString(row["Id"]));
3006 model.FrequencyType = Convert.ToInt32(Convert.ToString(row["FrequencyType"]));
3007 model.FrequencyDay = Convert.ToInt32(Convert.ToString(row["FrequencyDay"]));
3008 introducerVisits.Add(model);
3009 }
3010 }
3011
3012 return introducerVisits;
3013 }
3014
3015 public bool UpdateIntroducerAppointmentDetails(List<IntroducerVisitsModel> lstIntroducerAppointment)
3016 {
3017 db_occfinance_5572Entities _context = new db_occfinance_5572Entities();
3018 try
3019 {
3020 lstIntroducerAppointment.RemoveAt(0);//As this contain header of table
3021 lstIntroducerAppointment = lstIntroducerAppointment.GroupBy(item => new { BranchId = item.BranchId, Account = item.account }).SelectMany(g => g.OrderBy(grp => grp.AdviserAssigned)).ToList();
3022 int xxx = 0;
3023 int prevBranchId = 0;
3024 int prevAccountId = 0;
3025
3026 foreach (var appointment in lstIntroducerAppointment)
3027 {
3028 DayOfWeek day = (DayOfWeek)appointment.FrequencyDay;
3029 int prev_daysToAdd = ((int)day - (int)DateTime.Now.DayOfWeek + 7) % 7;
3030 DateTime _VisitDate = DateTime.Now.AddDays(prev_daysToAdd);
3031 if (appointment.Id > 0)
3032 {
3033 var IsRecordExist = _context.tblIntroducerVisits.Where(x => x.Id == appointment.Id).FirstOrDefault();
3034 if (IsRecordExist != null)
3035 {
3036 try
3037 {
3038 if (appointment.AssignAdvisers != "checked")
3039 {
3040 IsRecordExist.IsActive = false;
3041 IsRecordExist.IsDeleted = true;
3042 IsRecordExist.Updated = DateTime.Now;
3043 _context.SaveChanges();
3044 }
3045 else
3046 {
3047 IsRecordExist.broker = appointment.broker;
3048 IsRecordExist.FrequencyDay = appointment.FrequencyDay;
3049 IsRecordExist.FrequencyType = appointment.FrequencyType;
3050 IsRecordExist.Updated = DateTime.Now;
3051 if (prevBranchId != appointment.BranchId && prevAccountId != appointment.account)
3052 {
3053 xxx = 0;
3054 prevBranchId = appointment.BranchId;
3055 prevAccountId = appointment.account;
3056 IsRecordExist.VisitDate = _VisitDate;
3057 }
3058 else
3059 {
3060 xxx = xxx + appointment.FrequencyType;
3061 IsRecordExist.VisitDate = _VisitDate.AddDays(xxx * 7);
3062 prevBranchId = appointment.BranchId;
3063 prevAccountId = appointment.account;
3064 }
3065
3066 _context.SaveChanges();
3067
3068 }
3069
3070 }
3071 catch (Exception ex)
3072 {
3073 Helper.ErrorLog(ex.InnerException, "ReportController", "UpdateIntroducerAppointmentDetails", ex.Message);
3074
3075 }
3076 }
3077 }
3078 else
3079 {
3080 if (appointment.AssignAdvisers == "checked" && appointment.Id == 0)
3081 {
3082 try
3083 {
3084 tblIntroducerVisit objAppointment = new tblIntroducerVisit();
3085 objAppointment.account = appointment.account;
3086 objAppointment.broker = appointment.broker;
3087 objAppointment.FrequencyDay = appointment.FrequencyDay;
3088 objAppointment.FrequencyType = appointment.FrequencyType;
3089 objAppointment.BranchId = appointment.BranchId;
3090 objAppointment.Created = DateTime.Now;
3091 objAppointment.StatusId = 0;
3092 objAppointment.Updated = DateTime.Now;
3093 objAppointment.Created = DateTime.Now;
3094 objAppointment.UpdatedBy = SessionHelper.UserId;
3095 objAppointment.CreatedBy = SessionHelper.UserId;
3096 objAppointment.IsActive = true;
3097 if (prevBranchId != appointment.BranchId && prevAccountId != appointment.account)
3098 {
3099 xxx = 0;
3100 prevBranchId = appointment.BranchId;
3101 prevAccountId = appointment.account;
3102 objAppointment.VisitDate = _VisitDate;
3103 }
3104 else
3105 {
3106 xxx = xxx + appointment.FrequencyType;
3107 objAppointment.VisitDate = _VisitDate.AddDays(xxx * 7);
3108 prevBranchId = appointment.BranchId;
3109 prevAccountId = appointment.account;
3110 }
3111 _context.tblIntroducerVisits.Add(objAppointment);
3112 _context.SaveChanges();
3113
3114 if (objAppointment.Id > 0)
3115 {
3116 tblIntroducerVisitsStatu objStatus = new tblIntroducerVisitsStatu();
3117 objStatus.IntroducerVisitsId = objAppointment.Id;
3118 objStatus.Status = (int)IntroducerVisitStatusEnum.Pending;
3119 objStatus.CreatedBy = SessionHelper.UserId;
3120 objStatus.CreatedDate = DateTime.Now;
3121 _context.tblIntroducerVisitsStatus.Add(objStatus);
3122 _context.SaveChanges();
3123 if (objStatus.Id > 0)
3124 {
3125 var _introducerVisit = _context.tblIntroducerVisits.Where(x => x.Id == objAppointment.Id).FirstOrDefault();
3126 _introducerVisit.StatusId = objStatus.Id;
3127 }
3128
3129 string _connectionstring = Convert.ToString(ConfigurationManager.ConnectionStrings["ConString1"]);
3130 try
3131 {
3132 var _userId = SessionHelper.UserId;
3133 var _accountId = objAppointment.account;
3134
3135 string note = "";
3136 string DateOfVisit = objAppointment.VisitDate.HasValue ? objAppointment.VisitDate.Value.ToString("dd/MMMM/yyyy") : string.Empty;
3137 note = "A meeting is scheduled with Introducer " + _context.tblaccounts.Where(res => res.accountid == objAppointment.account).Select(res => res.companyname).FirstOrDefault() + " in branch " + _context.tblBranches.Where(x => x.Id == appointment.BranchId).Select(x => x.Branch).FirstOrDefault().ToString() + " on " + DateOfVisit + ".";
3138 // note = "A meeting is scheduled with Introducer " + _context.tblaccounts.Where(res => res.accountid == objAppointment.account).Select(res => res.companyname).FirstOrDefault() + " in branch " + _context.tblBranches.Where(x => x.Id == appointment.BranchId).Select(x => x.Branch).FirstOrDefault().ToString() + " on " + _VisitDate.ToString("dd/MMMM/yyyy") + ".";
3139 tblIntroducerVisitNote objNote = new tblIntroducerVisitNote();
3140 objNote.Account = _accountId;
3141 objNote.Note = note;
3142 objNote.Created = DateTime.Now;
3143 objNote.CreatedBy = _userId;
3144 _context.tblIntroducerVisitNotes.Add(objNote);
3145 _context.SaveChanges();
3146 if (objNote.Id > 0)
3147 {
3148 objAppointment.NoteId = objNote.Id;
3149 objStatus.NoteId = objNote.Id;
3150 _context.SaveChanges();
3151 }
3152
3153
3154 }
3155 catch (Exception ex)
3156 {
3157 Helper.ErrorLog(ex.InnerException, "ReportController", "UpdateIntroducerAppointmentDetails_AddNote", ex.Message);
3158
3159 }
3160
3161 }
3162 }
3163 catch (Exception ex)
3164 {
3165 Helper.ErrorLog(ex.InnerException, "ReportController", "UpdateIntroducerAppointmentDetails", ex.Message);
3166
3167 }
3168 }
3169 }
3170
3171 }
3172 }
3173 catch (Exception ex)
3174 {
3175 Helper.ErrorLog(ex.InnerException, "Q_Reports", "UpdateIntroducerAppointmentDetails", ex.Message);
3176
3177 }
3178 return true;
3179 }
3180
3181 #endregion [Introducer Visits]
3182
3183
3184
3185 /// <summary>
3186 /// Get data for London Market Screen Graph.
3187 /// </summary>
3188 /// <returns></returns>
3189 public DataSet GetLondonMarketScreenData()
3190 {
3191 DataSet ds;
3192 try
3193 {
3194 SqlParameter[] Param = new SqlParameter[0];
3195 ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "sp_LondonMarketScreenData", Param);
3196 }
3197 catch (Exception ex)
3198 {
3199 Helper.ErrorLog(ex.InnerException, "Q_report", "sp_LondonMarketScreenData", ex.Message);
3200 ds = new DataSet();
3201 }
3202 return ds;
3203 }
3204
3205 #region Account Visits Report
3206
3207 public AccountVisitsReport GetAccountVisitsReport(List<int> companyIds, int userId, string brokers, List<int> BranchIds, DateTime FromDate, DateTime ToDate)
3208 {
3209 List<clsAccountVisits> accountVisits = new List<clsAccountVisits>();
3210 AccountVisitsReport _reportData = new AccountVisitsReport();
3211 DataSet dsIntroducerVisits;
3212 try
3213 {
3214
3215 SqlParameter[] Param = new SqlParameter[6];
3216 Param[0] = new SqlParameter("@CurrentUserId", userId);
3217 Param[1] = new SqlParameter("@BrokerId", brokers);
3218 DataTable dtCompanyIds = Helper.FillDataTable(companyIds);
3219 Param[2] = new SqlParameter("@CompanyIds", dtCompanyIds);
3220 DataTable dtBranchIds = Helper.FillDataTable(BranchIds);
3221 Param[3] = new SqlParameter("@BranchIds", dtBranchIds);
3222 Param[4] = new SqlParameter("@FromDate", FromDate.ToString("dd/MMM/yyyy"));
3223 Param[5] = new SqlParameter("@ToDate", ToDate.ToString("dd/MMM/yyyy"));
3224 dsIntroducerVisits = SqlHelper.ExecuteDataset("GetAccountVisitsReport", Param);
3225 if (dsIntroducerVisits != null && dsIntroducerVisits.Tables.Count > 0 && dsIntroducerVisits.Tables[0].Rows.Count > 0)
3226 {
3227 foreach (DataRow dr in dsIntroducerVisits.Tables[0].Rows)
3228 {
3229 var av = new clsAccountVisits();
3230 av.Introducer = Convert.ToString(dr["CompanyName"]);
3231 av.Branch = Convert.ToString(dr["Branch"]);
3232 av.Adviser = Convert.ToString(dr["UserName"]);
3233 av.AdviserId = Convert.ToInt32(Convert.ToString(dr["broker"]));
3234 av.IntroducerVisitsId = Convert.ToInt32(Convert.ToString(dr["id"]));
3235 av.TransferToAdviser = Convert.ToString(dr["TransferToAdviser"]);
3236 av.TransferToId = Convert.ToInt32(Convert.ToString(dr["TransferToId"]));
3237 IntroducerVisitStatusEnum statusEnum = (IntroducerVisitStatusEnum)Convert.ToInt32(Convert.ToString(dr["Status"]));
3238 av.VisitFrequency = ((VisitFrequencyEnum)Convert.ToInt32(Convert.ToString(dr["FrequencyType"]))).GetEnumDescription();
3239 av.VisitFrequencyDay = ((DayListEnum)Convert.ToInt32(Convert.ToString(dr["FrequencyDay"]))).GetEnumDescription();
3240 av.Status = Convert.ToString(statusEnum);
3241 av.Note = Convert.ToString(dr["Notes"]);
3242 accountVisits.Add(av);
3243 }
3244 accountVisits = accountVisits.GroupBy(item => new { Introducer = item.Introducer, Branch = item.Branch }).SelectMany(g => g.OrderByDescending(grp => grp.IntroducerVisitsId)).ToList();
3245 _reportData.TotalAccountVisitsReport = accountVisits;
3246
3247 }
3248 //For Transferred
3249 if (dsIntroducerVisits != null && dsIntroducerVisits.Tables.Count > 0 && dsIntroducerVisits.Tables[1].Rows.Count > 0)
3250 {
3251 List<clsAccountVisits> accountVisitsTransfered = new List<clsAccountVisits>();
3252 foreach (DataRow dr in dsIntroducerVisits.Tables[1].Rows)
3253 {
3254 var av = new clsAccountVisits();
3255 av.Introducer = Convert.ToString(dr["CompanyName"]);
3256 av.Branch = Convert.ToString(dr["Branch"]);
3257 av.Adviser = Convert.ToString(dr["UserName"]);
3258 av.AdviserId = Convert.ToInt32(Convert.ToString(dr["broker"]));
3259 av.IntroducerVisitsId = Convert.ToInt32(Convert.ToString(dr["id"]));
3260 av.TransferToAdviser = Convert.ToString(dr["TransferToAdviser"]);
3261 av.TransferToId = Convert.ToInt32(Convert.ToString(dr["TransferToId"]));
3262 IntroducerVisitStatusEnum statusEnum = (IntroducerVisitStatusEnum)Convert.ToInt32(Convert.ToString(dr["Status"]));
3263 av.VisitFrequency = ((VisitFrequencyEnum)Convert.ToInt32(Convert.ToString(dr["FrequencyType"]))).GetEnumDescription();// Convert.ToString(vfEnum);
3264 av.VisitFrequencyDay = ((DayListEnum)Convert.ToInt32(Convert.ToString(dr["FrequencyDay"]))).GetEnumDescription();// Convert.ToString(dlEnum);
3265 av.Status = Convert.ToString(statusEnum);
3266 av.Note = Convert.ToString(dr["Notes"]);
3267 accountVisitsTransfered.Add(av);
3268 }
3269 accountVisitsTransfered = accountVisitsTransfered.GroupBy(item => new { Introducer = item.Introducer, Branch = item.Branch }).SelectMany(g => g.OrderByDescending(grp => grp.IntroducerVisitsId)).ToList();
3270 _reportData.TotalTransferVisitsReport = accountVisitsTransfered;
3271 }
3272
3273 //For Rejected
3274 if (dsIntroducerVisits != null && dsIntroducerVisits.Tables.Count > 0 && dsIntroducerVisits.Tables[2].Rows.Count > 0)
3275 {
3276 List<clsAccountVisits> accountVisitsRejected = new List<clsAccountVisits>();
3277 foreach (DataRow dr in dsIntroducerVisits.Tables[2].Rows)
3278 {
3279 var av = new clsAccountVisits();
3280 av.Introducer = Convert.ToString(dr["CompanyName"]);
3281 av.Branch = Convert.ToString(dr["Branch"]);
3282 av.Adviser = Convert.ToString(dr["UserName"]);
3283 av.AdviserId = Convert.ToInt32(Convert.ToString(dr["broker"]));
3284 av.IntroducerVisitsId = Convert.ToInt32(Convert.ToString(dr["id"]));
3285 av.RejectedOfAdviser = Convert.ToString(dr["RejectedOfAdviser"]);
3286 IntroducerVisitStatusEnum statusEnum = (IntroducerVisitStatusEnum)Convert.ToInt32(Convert.ToString(dr["Status"]));
3287 av.VisitFrequency = ((VisitFrequencyEnum)Convert.ToInt32(Convert.ToString(dr["FrequencyType"]))).GetEnumDescription();// Convert.ToString(vfEnum);
3288 av.VisitFrequencyDay = ((DayListEnum)Convert.ToInt32(Convert.ToString(dr["FrequencyDay"]))).GetEnumDescription();// Convert.ToString(dlEnum);
3289 av.Status = Convert.ToString(statusEnum);
3290 av.Note = Convert.ToString(dr["Notes"]);
3291 accountVisitsRejected.Add(av);
3292 }
3293 accountVisitsRejected = accountVisitsRejected.GroupBy(item => new { Introducer = item.Introducer, Branch = item.Branch }).SelectMany(g => g.OrderByDescending(grp => grp.IntroducerVisitsId)).ToList();
3294 _reportData.TotalRejectedVisitsReport = accountVisitsRejected;
3295 }
3296 }
3297 catch (Exception ex)
3298 {
3299 Helper.ErrorLog(ex.InnerException, "Q_Report", "GetAccountVisitsReport", ex.Message);
3300 }
3301 return _reportData;
3302 }
3303
3304
3305 #endregion Account Visits Report
3306
3307 /// <summary>
3308 /// Where my leads come from
3309 /// </summary>
3310
3311 /// <returns></returns>
3312 public DataSet GetWhereMyLeadscomeFromResult(int loggedinuser, DateTime fromdate, DateTime todate)
3313 {
3314 DataSet ds;
3315 try
3316 {
3317 SqlParameter[] Param = new SqlParameter[8];
3318 Param[0] = new SqlParameter("@CurrentUserId", loggedinuser);
3319 Param[1] = new SqlParameter("@Negotiator", null);
3320 Param[2] = new SqlParameter("@Company", null);
3321 Param[3] = new SqlParameter("@Branches", null);
3322 Param[4] = new SqlParameter("@BrokerId", null);
3323 Param[5] = new SqlParameter("@FromDate", fromdate.ToString(Helper.ddMMMyyyy));
3324 Param[6] = new SqlParameter("@ToDate", todate.ToString(Helper.ddMMMyyyy));
3325 Param[7] = new SqlParameter("@productTypeID", 2);
3326 ds = SqlHelper.ExecuteDataset("sp_WhereMyLeadComesFrom", Param);
3327 return ds;
3328 }
3329 catch (Exception ex)
3330 {
3331 Helper.ErrorLog(ex.InnerException, "Q_Report.cs", "GetNegotiatorResult", ex.Message);
3332 return ds = new DataSet();
3333 }
3334 }
3335
3336
3337
3338 }
3339}
3340
3341using System;
3342using System.Collections.Generic;
3343using System.Linq;
3344using System.Web;
3345using Occfinance_Data;
3346using Occfinance.Models;
3347using Occfinance.Helpers;
3348using System.Data;
3349using System.Data.SqlClient;
3350
3351namespace Occfinance.Code
3352{
3353 public class Q_NewLead
3354 {
3355 public db_occfinance_5572Entities ctx = new db_occfinance_5572Entities();
3356
3357 System.Web.HttpContext con = HttpContext.Current;
3358
3359 #region Find contacts for account
3360
3361 public List<tblcontact> FindContactsForAccount(int accountid)
3362 {
3363 var cntlists = ctx.tblcontacts.Where(c => c.account.HasValue && c.account.Value == accountid).Select(c => c).ToList();
3364 return cntlists;
3365 }
3366
3367 #endregion
3368
3369 #region Save lead information to database
3370
3371 public bool SaveNewLead(tblcontact data, tblfinance_mortgage dataM, tblOtherApplicant _objO, out int _contactid, int mstatusid = 1, string Note = "", string mortage_date = "", string mortage_time = "", int subStatusId = 0)
3372 {
3373 bool result = false;
3374 try
3375 {
3376 #region [Add branch and negotiators 2015-11-02]
3377
3378 data.BranchId = GetBranchId(data.branch);
3379 data.NegrefId = GetNegotiatorId(data.negref);
3380 data.branch = string.Empty;
3381 data.negref = string.Empty;
3382
3383 #endregion [Add branch and negotiators 2015-11-02]
3384
3385 #region [Add userId and password for factfind user in Contact]
3386 int xx = 0;
3387 while (xx < 2)
3388 {
3389 string userName = data.firstname+"-"+ Helper.GetRandomString(4,1);
3390 if (!string.IsNullOrEmpty(userName))
3391 {
3392 if (!ctx.tblcontacts.Where(x => x.ContactUserName == userName).Any())
3393 {
3394 data.ContactUserName = userName;
3395 data.ContactPassword= "OCCPWD-" + Helper.GetRandomString(6);
3396
3397 #region send email to ContactUserName
3398
3399
3400 #endregion send email to ContactUserName
3401
3402 break; //Exit loop
3403 }
3404 }
3405 }
3406
3407
3408 #endregion [Add userId and password for factfind user in Contact]
3409
3410 ctx.tblcontacts.Add(data);
3411 ctx.SaveChanges();
3412 int cntid = _contactid = data.contactid;
3413 if (cntid > 0)
3414 {
3415 //Save Finance information to database
3416 tblfinance dataFinance = new tblfinance();
3417 dataFinance.contact = cntid;
3418 dataFinance.status = mstatusid;
3419 dataFinance.type = 1;
3420 dataFinance.subFinanceStatus = subStatusId;
3421 dataFinance.created = System.DateTime.Now;
3422
3423 try
3424 {
3425 if (!string.IsNullOrWhiteSpace(mortage_date))
3426 dataFinance.followup = Helper.GetFollowUp(mortage_date, string.IsNullOrWhiteSpace(mortage_time) ? (DateTime.Now.Hour + ":" + DateTime.Now.Minute + ":" + DateTime.Now.Second).ToString() : mortage_time);
3427 }
3428 catch (Exception ex)
3429 {
3430 Helper.ErrorLog(ex.InnerException, "Q_NewLead", "SaveNewLead", ex.Message);
3431 }
3432
3433 ctx.tblfinances.Add(dataFinance);
3434 ctx.SaveChanges();
3435 int financeid = dataFinance.financeid;
3436 if (financeid > 0)
3437 {
3438 //Save mortgage information to database
3439 tblfinance_mortgage dataFinanceMortgage = new tblfinance_mortgage();
3440
3441 dataFinanceMortgage.financeid = financeid;
3442 dataFinanceMortgage.purchase = dataM.purchase;
3443 dataFinanceMortgage.rterm = dataM.rterm;
3444 dataFinanceMortgage.deposit = dataM.deposit;
3445 dataFinanceMortgage.income = dataM.income;
3446 ctx.tblfinance_mortgage.Add(dataFinanceMortgage);
3447 ctx.SaveChanges();
3448 //Add Note While get registered from New Lead page***********************
3449 try
3450 {
3451 if (!string.IsNullOrWhiteSpace(Note))
3452 {
3453 int loggedinuserid = Convert.ToInt32(con.Session["LoggedInUserId"] ?? "0");
3454 tblnote _note = new tblnote();
3455 Q_Application _qA = new Q_Application();
3456 _note.financeid = financeid;
3457 _note.contact = cntid;
3458 _note.note = Note;
3459 _note.created = System.DateTime.Now;
3460 _note.UserId = loggedinuserid;
3461 ctx.tblnotes.Add(_note);
3462 ctx.SaveChanges();
3463 }
3464 }
3465 catch (Exception ex)
3466 {
3467 Helper.ErrorLog(ex.InnerException, "Q_NewLead", "SaveNewLead", ex.Message);
3468 }
3469 //********************************
3470 }
3471
3472 if (_objO != null && (!string.IsNullOrWhiteSpace(_objO.FirstName) || !string.IsNullOrWhiteSpace(_objO.SurName) || !string.IsNullOrWhiteSpace(_objO.Email) || !string.IsNullOrWhiteSpace(_objO.MobileNumber)))
3473 {
3474 _objO.MainContactId = cntid;
3475 ctx.tblOtherApplicants.Add(_objO);
3476 ctx.SaveChanges();
3477 }
3478
3479 #region Insert to FactFind
3480 string SLA = string.Empty;
3481 if (data.slamet == true)
3482 SLA = "1";
3483 else
3484 SLA = "0";
3485 int userid = SessionHelper.UserId;
3486 int ClientRegistrationID = 0;
3487 Q_Client qClient = new Q_Client();
3488 int chk= qClient.RegisterClient(data.firstname, data.lastname, data.email, data.telephone, data.broker??userid, userid, data.account ?? 0, cntid, SLA, data.method,out ClientRegistrationID);
3489
3490 //insert Leaddata to factfind related table
3491 SaveLeadDataForFactFind(userid, financeid, cntid,Note);
3492
3493 #endregion Insert to FactFind
3494
3495
3496
3497 }
3498 result = true;
3499 return result;
3500 }
3501 catch (Exception ex)
3502 {
3503 _contactid = 0;
3504 Helper.ErrorLog(ex.InnerException, "Q_NewLead", "SaveNewLead", ex.Message);
3505 return result;
3506 }
3507 }
3508
3509
3510
3511 // Updated on 20-10-2014 for Individual Product TYpe Entry
3512 public bool SaveNewLeadForLife(tblcontact data, tblfinance_mortgage dataM, tblOtherApplicant _objO, out int _contactid, decimal amount = 0, decimal premium = 0, decimal commission = 0, string policyreference = "", int mstatusid = 1, int lstatusid = 10, string Note = "", string life_followupdate = "", string life_followuptime = "", bool IsPolicyForOtherApplicant = false)
3513 {
3514 bool result = false;
3515 try
3516 {
3517 #region [Add branch and negotiators 2015-11-02]
3518
3519 data.BranchId = GetBranchId(data.branch);
3520 data.NegrefId = GetNegotiatorId(data.negref);
3521 data.branch = string.Empty;
3522 data.negref = string.Empty;
3523
3524 #endregion [Add branch and negotiators 2015-11-02]
3525
3526 #region [Add userId and password for factfind user in Contact]
3527 int xx = 0;
3528 while (xx < 2)
3529 {
3530 string userName = data.firstname + "-" + Helper.GetRandomString(4, 1);
3531 if (!string.IsNullOrEmpty(userName))
3532 {
3533 if (!ctx.tblcontacts.Where(x => x.ContactUserName == userName).Any())
3534 {
3535 data.ContactUserName = userName;
3536 data.ContactPassword = "OCCPWD-" + Helper.GetRandomString(6);
3537
3538 #region send email to ContactUserName
3539
3540
3541 #endregion send email to ContactUserName
3542
3543 break; //Exit loop
3544 }
3545 }
3546 }
3547
3548
3549 #endregion [Add userId and password for factfind user in Contact]
3550
3551 ctx.tblcontacts.Add(data);
3552 ctx.SaveChanges();
3553 int cntid = _contactid = data.contactid;
3554 if (cntid > 0)
3555 {
3556
3557
3558 //Save Finance information to database Fopr Mortgage
3559 tblfinance dataFinanceM = new tblfinance();
3560 dataFinanceM.contact = cntid;
3561 dataFinanceM.status = mstatusid;
3562 dataFinanceM.type = 1;
3563 dataFinanceM.created = System.DateTime.Now;
3564 ctx.tblfinances.Add(dataFinanceM);
3565 ctx.SaveChanges();
3566
3567 int financeid = dataFinanceM.financeid;
3568 if (financeid > 0)
3569 {
3570 //Save mortgage information to database
3571 tblfinance_mortgage dataFinanceMortgage = new tblfinance_mortgage();
3572
3573 dataFinanceMortgage.financeid = financeid;
3574 dataFinanceMortgage.purchase = dataM.purchase;
3575 dataFinanceMortgage.rterm = dataM.rterm;
3576 dataFinanceMortgage.deposit = dataM.deposit;
3577 dataFinanceMortgage.income = dataM.income;
3578 ctx.tblfinance_mortgage.Add(dataFinanceMortgage);
3579 ctx.SaveChanges();
3580
3581
3582 }
3583
3584 //Save Finance information to database For Life
3585 tblfinance dataFinance = new tblfinance();
3586 dataFinance.contact = cntid;
3587 dataFinance.status = lstatusid; // For Life New Lead................
3588 dataFinance.type = 2; // When finance type is Life
3589
3590 //While Life ------------------
3591 dataFinance.amount = amount;
3592 dataFinance.commission = commission;
3593 dataFinance.premium = premium;
3594 dataFinance.policyreference = policyreference;
3595 //added on 04-04-2015
3596 dataFinance.isPolicyForOtherApplicant = IsPolicyForOtherApplicant;
3597
3598 try
3599 {
3600 if (!string.IsNullOrWhiteSpace(life_followupdate))
3601 dataFinance.followup = Helper.GetFollowUp(life_followupdate, string.IsNullOrWhiteSpace(life_followuptime) ? (DateTime.Now.Hour + ":" + DateTime.Now.Minute + ":" + DateTime.Now.Second).ToString() : life_followuptime);
3602
3603 }
3604 catch { }
3605
3606 dataFinance.created = System.DateTime.Now;
3607 ctx.tblfinances.Add(dataFinance);
3608 ctx.SaveChanges();
3609
3610 int financeidL = dataFinance.financeid;
3611 if (financeidL > 0)
3612 {
3613 //Save To Life table************************************************************
3614 tblfinance_insurance dataLife = new tblfinance_insurance();
3615 dataLife.financeid = financeidL;
3616 dataLife.smoker = false;
3617
3618
3619 ctx.tblfinance_insurance.Add(dataLife);
3620 ctx.SaveChanges();
3621 //******************************************************************************
3622
3623 //Add Note While get registered from New Lead page***********************
3624 try
3625 {
3626 if (!string.IsNullOrWhiteSpace(Note))
3627 {
3628 int loggedinuserid = Convert.ToInt32(con.Session["LoggedInUserId"] ?? "0");
3629 tblnote _note = new tblnote();
3630 Q_Application _qA = new Q_Application();
3631 //int _noteid = _qA.getNoteID();
3632 //_note.noteid = _noteid;
3633 _note.financeid = financeidL;
3634 _note.contact = cntid;
3635 _note.note = Note;
3636 _note.created = System.DateTime.Now;
3637 _note.UserId = loggedinuserid;
3638 ctx.tblnotes.Add(_note);
3639 ctx.SaveChanges();
3640 }
3641 }
3642 catch { }
3643 //********************************
3644 }
3645
3646
3647 if (_objO != null && (!string.IsNullOrWhiteSpace(_objO.FirstName) || !string.IsNullOrWhiteSpace(_objO.SurName) || !string.IsNullOrWhiteSpace(_objO.Email) || !string.IsNullOrWhiteSpace(_objO.MobileNumber)))
3648 {
3649 _objO.MainContactId = cntid;
3650 ctx.tblOtherApplicants.Add(_objO);
3651 ctx.SaveChanges();
3652 }
3653
3654 #region Insert to FactFind
3655 string SLA = string.Empty;
3656 if (data.slamet == true)
3657 SLA = "1";
3658 else
3659 SLA = "0";
3660 int userid = SessionHelper.UserId;
3661 int ClientRegistrationID = 0;
3662 Q_Client qClient = new Q_Client();
3663 int chk = qClient.RegisterClient(data.firstname, data.lastname, data.email, data.telephone, data.broker ?? userid, userid, data.account ?? 0, cntid, SLA, data.method, out ClientRegistrationID);
3664
3665
3666 #endregion Insert to FactFind
3667
3668 }
3669 result = true;
3670 return result;
3671 }
3672 catch (Exception ex)
3673 {
3674 _contactid = 0;
3675 return result;
3676 }
3677 }
3678 // Updated on 20-10-2014 for Individual Product TYpe Entry
3679 #endregion
3680
3681 #region Save lead information to database For Mobile
3682
3683 public bool Mobile_SaveNewLead(int userId, tblcontact data, tblfinance_mortgage dataM, tblOtherApplicant _objO, out int _contactid, int mstatusid = 1, string Note = "", string mortage_date = "", string mortage_time = "")
3684 {
3685 bool result = false;
3686 try
3687 {
3688 #region [Add branch and negotiators 2015-11-02]
3689
3690 data.BranchId = GetBranchId(data.branch);
3691 data.NegrefId = GetNegotiatorId(data.negref);
3692 data.branch = string.Empty;
3693 data.negref = string.Empty;
3694
3695 #endregion [Add branch and negotiators 2015-11-02]
3696
3697 #region [Add userId and password for factfind user in Contact]
3698 int xx = 0;
3699 while (xx < 2)
3700 {
3701 string userName = data.firstname + "-" + Helper.GetRandomString(4, 1);
3702 if (!string.IsNullOrEmpty(userName))
3703 {
3704 if (!ctx.tblcontacts.Where(x => x.ContactUserName == userName).Any())
3705 {
3706 data.ContactUserName = userName;
3707 data.ContactPassword = "OCCPWD-" + Helper.GetRandomString(6);
3708
3709 #region send email to ContactUserName
3710
3711
3712 #endregion send email to ContactUserName
3713
3714 break; //Exit loop
3715 }
3716 }
3717 }
3718
3719
3720 #endregion [Add userId and password for factfind user in Contact]
3721
3722 ctx.tblcontacts.Add(data);
3723 ctx.SaveChanges();
3724 int cntid = _contactid = data.contactid;
3725 if (cntid > 0)
3726 {
3727 //Save Finance information to database
3728 tblfinance dataFinance = new tblfinance();
3729 dataFinance.contact = cntid;
3730 dataFinance.status = mstatusid;
3731 dataFinance.type = 1;
3732 dataFinance.created = System.DateTime.Now;
3733
3734 try
3735 {
3736 if (!string.IsNullOrWhiteSpace(mortage_date))
3737 dataFinance.followup = Helper.GetFollowUp(mortage_date, string.IsNullOrWhiteSpace(mortage_time) ? (DateTime.Now.Hour + ":" + DateTime.Now.Minute + ":" + DateTime.Now.Second).ToString() : mortage_time);
3738 }
3739 catch { }
3740
3741 ctx.tblfinances.Add(dataFinance);
3742 ctx.SaveChanges();
3743 int financeid = dataFinance.financeid;
3744 if (financeid > 0)
3745 {
3746 //Save mortgage information to database
3747 tblfinance_mortgage dataFinanceMortgage = new tblfinance_mortgage();
3748
3749 dataFinanceMortgage.financeid = financeid;
3750 dataFinanceMortgage.purchase = dataM.purchase;
3751 dataFinanceMortgage.rterm = dataM.rterm;
3752 dataFinanceMortgage.deposit = dataM.deposit;
3753 dataFinanceMortgage.income = dataM.income;
3754 ctx.tblfinance_mortgage.Add(dataFinanceMortgage);
3755 ctx.SaveChanges();
3756
3757
3758
3759 //Add Note While get registered from New Lead page***********************
3760 try
3761 {
3762 if (!string.IsNullOrWhiteSpace(Note))
3763 {
3764 int loggedinuserid = userId;
3765 tblnote _note = new tblnote();
3766 Q_Application _qA = new Q_Application();
3767 //int _noteid = _qA.getNoteID();
3768 //_note.noteid = _noteid;
3769 _note.financeid = financeid;
3770 _note.contact = cntid;
3771 _note.note = Note;
3772 _note.created = System.DateTime.Now;
3773 _note.UserId = loggedinuserid;
3774 ctx.tblnotes.Add(_note);
3775 ctx.SaveChanges();
3776 }
3777 }
3778 catch { }
3779 //********************************
3780 }
3781
3782 if (_objO != null && (!string.IsNullOrWhiteSpace(_objO.FirstName) || !string.IsNullOrWhiteSpace(_objO.SurName) || !string.IsNullOrWhiteSpace(_objO.Email) || !string.IsNullOrWhiteSpace(_objO.MobileNumber)))
3783 {
3784 _objO.MainContactId = cntid;
3785 ctx.tblOtherApplicants.Add(_objO);
3786 ctx.SaveChanges();
3787 }
3788
3789 #region Insert to FactFind
3790 string SLA = string.Empty;
3791 if (data.slamet == true)
3792 SLA = "1";
3793 else
3794 SLA = "0";
3795
3796 int ClientRegistrationID = 0;
3797 Q_Client qClient = new Q_Client();
3798 int chk = qClient.RegisterClient(data.firstname, data.lastname, data.email, data.telephone, data.broker ?? userId, userId, data.account ?? 0, cntid, SLA, data.method, out ClientRegistrationID);
3799
3800 //insert Leaddata to factfind related table
3801 SaveLeadDataForFactFind(userId, financeid, cntid,Note);
3802
3803
3804 #endregion Insert to FactFind
3805
3806 }
3807 result = true;
3808 return result;
3809 }
3810 catch (Exception ex)
3811 {
3812 _contactid = 0;
3813 return result;
3814 }
3815 }
3816
3817 public bool Mobile_SaveNewLeadForLife(int userId, tblcontact data, tblfinance_mortgage dataM, tblOtherApplicant _objO, out int _contactid, decimal amount = 0, decimal premium = 0, decimal commission = 0, string policyreference = "", int mstatusid = 1, int lstatusid = 10, string Note = "", string life_followupdate = "", string life_followuptime = "", bool IsPolicyForOtherApplicant = false)
3818 {
3819 bool result = false;
3820 try
3821 {
3822 #region [Add branch and negotiators 2015-11-02]
3823
3824 data.BranchId = GetBranchId(data.branch);
3825 data.NegrefId = GetNegotiatorId(data.negref);
3826 data.branch = string.Empty;
3827 data.negref = string.Empty;
3828
3829 #endregion [Add branch and negotiators 2015-11-02]
3830
3831 #region [Add userId and password for factfind user in Contact]
3832 int xx = 0;
3833 while (xx < 2)
3834 {
3835 string userName = data.firstname + "-" + Helper.GetRandomString(4, 1);
3836 if (!string.IsNullOrEmpty(userName))
3837 {
3838 if (!ctx.tblcontacts.Where(x => x.ContactUserName == userName).Any())
3839 {
3840 data.ContactUserName = userName;
3841 data.ContactPassword = "OCCPWD-" + Helper.GetRandomString(6);
3842
3843 #region send email to ContactUserName
3844
3845
3846 #endregion send email to ContactUserName
3847
3848 break; //Exit loop
3849
3850 }
3851 }
3852 }
3853
3854
3855 #endregion [Add userId and password for factfind user in Contact]
3856
3857 ctx.tblcontacts.Add(data);
3858 ctx.SaveChanges();
3859 int cntid = _contactid = data.contactid;
3860 if (cntid > 0)
3861 {
3862
3863
3864 //Save Finance information to database Fopr Mortgage
3865 tblfinance dataFinanceM = new tblfinance();
3866 dataFinanceM.contact = cntid;
3867 dataFinanceM.status = mstatusid;
3868 dataFinanceM.type = 1;
3869 dataFinanceM.created = System.DateTime.Now;
3870 ctx.tblfinances.Add(dataFinanceM);
3871 ctx.SaveChanges();
3872
3873 int financeid = dataFinanceM.financeid;
3874 if (financeid > 0)
3875 {
3876 //Save mortgage information to database
3877 tblfinance_mortgage dataFinanceMortgage = new tblfinance_mortgage();
3878
3879 dataFinanceMortgage.financeid = financeid;
3880 dataFinanceMortgage.purchase = dataM.purchase;
3881 dataFinanceMortgage.rterm = dataM.rterm;
3882 dataFinanceMortgage.deposit = dataM.deposit;
3883 dataFinanceMortgage.income = dataM.income;
3884 ctx.tblfinance_mortgage.Add(dataFinanceMortgage);
3885 ctx.SaveChanges();
3886
3887
3888 }
3889
3890 //Save Finance information to database For Life
3891 tblfinance dataFinance = new tblfinance();
3892 dataFinance.contact = cntid;
3893 dataFinance.status = lstatusid; // For Life New Lead................
3894 dataFinance.type = 2; // When finance type is Life
3895
3896 //While Life ------------------
3897 dataFinance.amount = amount;
3898 dataFinance.commission = commission;
3899 dataFinance.premium = premium;
3900 dataFinance.policyreference = policyreference;
3901 //added on 04-04-2015
3902 dataFinance.isPolicyForOtherApplicant = IsPolicyForOtherApplicant;
3903 try
3904 {
3905 if (!string.IsNullOrWhiteSpace(life_followupdate))
3906 dataFinance.followup = Helper.GetFollowUp(life_followupdate, string.IsNullOrWhiteSpace(life_followuptime) ? (DateTime.Now.Hour + ":" + DateTime.Now.Minute + ":" + DateTime.Now.Second).ToString() : life_followuptime);
3907
3908 }
3909 catch { }
3910
3911 dataFinance.created = System.DateTime.Now;
3912 ctx.tblfinances.Add(dataFinance);
3913 ctx.SaveChanges();
3914
3915 int financeidL = dataFinance.financeid;
3916 if (financeidL > 0)
3917 {
3918 //Save To Life table************************************************************
3919 tblfinance_insurance dataLife = new tblfinance_insurance();
3920 dataLife.financeid = financeidL;
3921 dataLife.smoker = false;
3922
3923
3924 ctx.tblfinance_insurance.Add(dataLife);
3925 ctx.SaveChanges();
3926 //******************************************************************************
3927
3928 //Add Note While get registered from New Lead page***********************
3929 try
3930 {
3931 if (!string.IsNullOrWhiteSpace(Note))
3932 {
3933 int loggedinuserid = userId;
3934 tblnote _note = new tblnote();
3935 Q_Application _qA = new Q_Application();
3936 //int _noteid = _qA.getNoteID();
3937 //_note.noteid = _noteid;
3938 _note.financeid = financeidL;
3939 _note.contact = cntid;
3940 _note.note = Note;
3941 _note.created = System.DateTime.Now;
3942 _note.UserId = loggedinuserid;
3943 ctx.tblnotes.Add(_note);
3944 ctx.SaveChanges();
3945 }
3946 }
3947 catch { }
3948 //********************************
3949 }
3950
3951
3952 if (_objO != null && (!string.IsNullOrWhiteSpace(_objO.FirstName) || !string.IsNullOrWhiteSpace(_objO.SurName) || !string.IsNullOrWhiteSpace(_objO.Email) || !string.IsNullOrWhiteSpace(_objO.MobileNumber)))
3953 {
3954 _objO.MainContactId = cntid;
3955 ctx.tblOtherApplicants.Add(_objO);
3956 ctx.SaveChanges();
3957 }
3958
3959 #region Insert to FactFind
3960 string SLA = string.Empty;
3961 if (data.slamet == true)
3962 SLA = "1";
3963 else
3964 SLA = "0";
3965
3966 int ClientRegistrationID = 0;
3967 Q_Client qClient = new Q_Client();
3968 int chk = qClient.RegisterClient(data.firstname, data.lastname, data.email, data.telephone, data.broker ?? userId, userId, data.account ?? 0, cntid, SLA, data.method, out ClientRegistrationID);
3969
3970
3971 #endregion Insert to FactFind
3972
3973 }
3974 result = true;
3975 return result;
3976 }
3977 catch (Exception ex)
3978 {
3979 _contactid = 0;
3980 return result;
3981 }
3982 }
3983
3984 #endregion
3985
3986 #region [Add/Fetch Branch and Negotiator 2015-11-02]
3987
3988 /// <summary>
3989 /// Get negotiator id on the basis of negotiator name. If not already exist then add a new negotiator.
3990 /// </summary>
3991 /// <param name="negotiatorName"></param>
3992 /// <returns></returns>
3993 public int GetNegotiatorId(string negotiatorName)
3994 {
3995 if (string.IsNullOrEmpty(negotiatorName))
3996 return 0;
3997 var negotiatorId = 0;
3998 try
3999 {
4000 negotiatorId = ctx.tblNegotiators.Where(negt => negt.Negotiator == negotiatorName).Select(negt => negt.Id).FirstOrDefault();
4001 if (negotiatorId == 0)
4002 {
4003 tblNegotiators negt = new tblNegotiators();
4004 negt.Negotiator = negotiatorName;
4005 ctx.tblNegotiators.Add(negt);
4006 ctx.SaveChanges();
4007 negotiatorId = negt.Id;
4008 }
4009 }
4010 catch (Exception ex)
4011 {
4012 Helper.ErrorLog(ex.InnerException, "Q_NewLead", "GetNegotiatorId", ex.Message);
4013 }
4014 return negotiatorId;
4015 }
4016
4017 /// <summary>
4018 /// Get branch id on the basis of branch name. add new branch if it does not already exist.
4019 /// </summary>
4020 /// <param name="branchName"></param>
4021 /// <returns></returns>
4022 public int GetBranchId(string branchName)
4023 {
4024 if (string.IsNullOrEmpty(branchName))
4025 return 0;
4026 var branchId = 0;
4027 try
4028 {
4029 branchId = ctx.tblBranches.Where(brn => brn.Branch == branchName).Select(brn => brn.Id).FirstOrDefault();
4030 if (branchId == null || branchId == 0)
4031 {
4032 tblBranches objBranch = new tblBranches();
4033 objBranch.Branch = branchName;
4034 ctx.tblBranches.Add(objBranch);
4035 ctx.SaveChanges();
4036 branchId = objBranch.Id;
4037 }
4038 }
4039 catch (Exception ex)
4040 {
4041 Helper.ErrorLog(ex.InnerException, "Q_NewLead", "GetBranchId", ex.Message);
4042 }
4043 return branchId;
4044 }
4045
4046 /// <summary>
4047 /// Get branch names on the basis of branch ids.
4048 /// </summary>
4049 /// <param name="contactlists"></param>
4050 /// <returns></returns>
4051 public List<string> GetBranchNamesFromBranchIds(List<tblcontact> contactlists)
4052 {
4053 List<string> branchLists = new List<string>();
4054 var branchIds = contactlists.Select(brn => brn.BranchId);
4055 try
4056 {
4057 branchLists = ctx.tblBranches.Where(brn => branchIds.Contains(brn.Id)).Select(brn => brn.Branch).Distinct().ToList();
4058 }
4059 catch (Exception ex)
4060 {
4061 Helper.ErrorLog(ex.InnerException, "Q_NewLead", "GetBranchNamesFromBranchIds", ex.Message);
4062 }
4063 return branchLists;
4064 }
4065
4066 /// <summary>
4067 /// Get negotiator names on the basis of negotiator ids.
4068 /// </summary>
4069 /// <param name="contactlists"></param>
4070 /// <returns></returns>
4071 public List<string> GetNegotiatorNamesFromNegotiatorIds(List<tblcontact> contactlists)
4072 {
4073 List<string> negotitorLists = new List<string>();
4074 var negotiatorIds = contactlists.Select(brn => brn.NegrefId);
4075 try
4076 {
4077 negotitorLists = ctx.tblNegotiators.Where(negt => negotiatorIds.Contains(negt.Id)).Select(negt => negt.Negotiator).Distinct().ToList();
4078 }
4079 catch (Exception ex)
4080 {
4081 Helper.ErrorLog(ex.InnerException, "Q_NewLead", "GetBranchNamesFromBranchIds", ex.Message);
4082 }
4083 return negotitorLists;
4084 }
4085
4086
4087 public DataSet GetBranchAndNegotiatorByAccountId(int accountId)
4088 {
4089 SqlParameter[] Param = new SqlParameter[1];
4090 Param[0] = new SqlParameter("@accountId", accountId);
4091 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetBranchAndNegotiatorByAccountId", Param);
4092 return ds;
4093 }
4094
4095
4096 #endregion [Add/Fetch Branch and Negotiator 2015-11-02]
4097
4098 #region Insert Lead data to FactFind
4099 public void SaveLeadDataForFactFind(int userId,int financeId,int contactId,string note="")
4100 {
4101 try
4102 {
4103 SqlParameter[] Param = new SqlParameter[4];
4104 Param[0] = new SqlParameter("@userId", userId);
4105 Param[1] = new SqlParameter("@contactId", contactId);
4106 Param[2] = new SqlParameter("@financeId", financeId);
4107 Param[3] = new SqlParameter("@note", note);
4108
4109 SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "SaveNewLeadDataForFactFind", Param);
4110 }
4111 catch(Exception ex)
4112 {
4113 Helper.ErrorLog(ex.InnerException, "Q_NewLead", "SaveLeadDataForFactFind", ex.Message);
4114 }
4115 }
4116
4117
4118 #endregion
4119
4120
4121 #region Send/Generate factfind
4122 public List<string> GenerateFactFindLink(int contactId, int userId)
4123 {
4124 List<string> lst = new List<string>();
4125 try
4126 {
4127 var data = ctx.tblcontacts.Where(x => x.contactid == contactId).FirstOrDefault();
4128 var objFinance = ctx.tblfinances.Where(x => x.contact == contactId).OrderBy(x => x.financeid).First();
4129 #region [Add userId and password for factfind user in Contact]
4130 int xx = 0;
4131 while (xx < 2)
4132 {
4133 string userName = data.firstname + "-" + Helper.GetRandomString(4, 1);
4134 if (!string.IsNullOrEmpty(userName))
4135 {
4136 if (!ctx.tblcontacts.Where(x => x.ContactUserName == userName).Any())
4137 {
4138 data.ContactUserName = userName;
4139 data.ContactPassword = "OCCPWD-" + Helper.GetRandomString(6);
4140 lst.Add(userName);
4141 lst.Add(data.ContactPassword);
4142
4143 ctx.SaveChanges();
4144 #region send email to ContactUserName
4145
4146
4147 #endregion send email to ContactUserName
4148 xx = 3;
4149 break; //Exit loop
4150 }
4151 }
4152 }
4153
4154
4155 #endregion [Add userId and password for factfind user in Contact]
4156 #region Insert to FactFind
4157 string SLA = string.Empty;
4158 if (data.slamet == true)
4159 SLA = "1";
4160 else
4161 SLA = "0";
4162
4163 int ClientRegistrationID = 0;
4164 Q_Client qClient = new Q_Client();
4165 int chk = qClient.RegisterClient(data.firstname, data.lastname, data.email, data.telephone, data.broker ?? userId, userId, data.account ?? 0, contactId, SLA, data.method, out ClientRegistrationID);
4166
4167 //insert Leaddata to factfind related table
4168 SaveLeadDataForFactFind(userId, objFinance.financeid, data.contactid, "");
4169
4170 #endregion Insert to FactFind
4171 }
4172 catch (Exception ex)
4173 {
4174 Helper.ErrorLog(ex.InnerException, "Q_NewLead", "GenerateFactFindLink", ex.Message);
4175 }
4176 return lst;
4177 }
4178
4179 public int SendFactfindLink(int contactId, int userId)
4180 {
4181 int result = 0;
4182 var data = ctx.tblcontacts.Where(x => x.contactid == contactId).FirstOrDefault();
4183 var objFinance = ctx.tblfinances.Where(x => x.contact == contactId).OrderBy(x => x.financeid).First();
4184 try
4185 {
4186 #region Insert to FactFind
4187 string SLA = string.Empty;
4188 if (data.slamet == true)
4189 SLA = "1";
4190 else
4191 SLA = "0";
4192
4193 int ClientRegistrationID = 0;
4194 Q_Client qClient = new Q_Client();
4195 int chk = qClient.RegisterClient(data.firstname, data.lastname, data.email, data.telephone, data.broker ?? userId, userId, data.account ?? 0, contactId, SLA, data.method, out ClientRegistrationID);
4196
4197 //insert Leaddata to factfind related table
4198 SaveLeadDataForFactFind(userId, objFinance.financeid, data.contactid, "");
4199 result = 1;
4200 #endregion Insert to FactFind
4201 }
4202 catch (Exception ex)
4203 {
4204 Helper.ErrorLog(ex.InnerException, "Q_NewLead", "SendFactfindLink", ex.Message);
4205 result = -1;
4206 }
4207 return result;
4208 }
4209
4210 #endregion
4211 }
4212}
4213
4214using System;
4215using System.Collections.Generic;
4216using System.Linq;
4217using System.Web;
4218using System.Data;
4219using System.Data.SqlClient;
4220using Occfinance.Models;
4221using Occfinance_Data;
4222using System.Reflection;
4223using Occfinance.Helpers;
4224
4225/*****************************************************
4226Operations for MortgageFactFind
4227******************************************************/
4228namespace Occfinance.Code
4229{
4230 public class Q_MortgageFactFind
4231 {
4232 SqlConnection connection;
4233 public Q_MortgageFactFind()
4234 { connection = new SqlConnection(SqlHelper.ConnectionString()); }
4235
4236 // Add Client Registration
4237 public int AddClientRegistration(tblClientRegistration clientRegistration, bool useTransaction, SqlTransaction tran, SqlConnection connect)
4238 {
4239 int completed = 0;
4240 string proc = (clientRegistration.ClientRegistrationID == 0 ? "tblInsertClientRegister" : "tblUpdateClientRegister");
4241 SqlParameter[] clientRegister = new SqlParameter[44];
4242 clientRegister[0] = new SqlParameter("@ClientName", clientRegistration.ClientName);
4243 clientRegister[1] = new SqlParameter("@AdviserName", clientRegistration.AdviserName);
4244 clientRegister[2] = new SqlParameter("@DateCompleted", !string.IsNullOrWhiteSpace(clientRegistration.StrDateCompleted) ? Helper.GetDate(clientRegistration.StrDateCompleted) : null);
4245 clientRegister[3] = new SqlParameter("@ReferId", clientRegistration.ReferId);
4246 clientRegister[4] = new SqlParameter("@method", clientRegistration.method);
4247 clientRegister[5] = new SqlParameter("@slamet", clientRegistration.slamet);
4248 clientRegister[6] = new SqlParameter("@Title", clientRegistration.Title);
4249 clientRegister[7] = new SqlParameter("@Forename", clientRegistration.Forename);
4250 clientRegister[8] = new SqlParameter("@Surname", clientRegistration.Surname);
4251 clientRegister[9] = new SqlParameter("@PreviousSurname", clientRegistration.PreviousSurname);
4252 clientRegister[10] = new SqlParameter("@Gender", clientRegistration.Gender);
4253 clientRegister[11] = new SqlParameter("@DOB", !string.IsNullOrWhiteSpace(clientRegistration.StrDOB) ? Helper.GetDate(clientRegistration.StrDOB) : null);
4254 clientRegister[12] = new SqlParameter("@PassportHeld", clientRegistration.PassportHeld);
4255 clientRegister[13] = new SqlParameter("@VisaStatus", clientRegistration.VisaStatus);
4256 clientRegister[14] = new SqlParameter("@MaritalStatus", clientRegistration.MaritalStatus);
4257 clientRegister[15] = new SqlParameter("@DoYouSmoke", clientRegistration.DoYouSmoke);
4258 clientRegister[16] = new SqlParameter("@InGoodHealth", clientRegistration.InGoodHealth);
4259 clientRegister[17] = new SqlParameter("@Dependants", clientRegistration.Dependants);
4260 clientRegister[18] = new SqlParameter("@FullHomeAddress", clientRegistration.FullHomeAddress);
4261 clientRegister[19] = new SqlParameter("@DateMovedToAddress", !string.IsNullOrWhiteSpace(clientRegistration.StrDateMovedToAddress) ? Helper.GetDate(clientRegistration.StrDateMovedToAddress) : null);
4262 clientRegister[20] = new SqlParameter("@PreviousAddress", clientRegistration.PreviousAddress);
4263 clientRegister[21] = new SqlParameter("@DateMovedToThisAddress", !string.IsNullOrWhiteSpace(clientRegistration.StrDateMovedToThisAddress) ? Helper.GetDate(clientRegistration.StrDateMovedToThisAddress) : null);
4264 clientRegister[22] = new SqlParameter("@ResidentialStatus", clientRegistration.ResidentialStatus);
4265 clientRegister[23] = new SqlParameter("@HomeNumber", clientRegistration.HomeNumber);
4266 clientRegister[24] = new SqlParameter("@MobileNumber", clientRegistration.MobileNumber);
4267 clientRegister[25] = new SqlParameter("@WorkNumber", clientRegistration.WorkNumber);
4268 clientRegister[26] = new SqlParameter("@EmailAddress", clientRegistration.EmailAddress);
4269 clientRegister[27] = new SqlParameter("@AdditionalInfo", clientRegistration.AdditionalInfo);
4270 clientRegister[28] = new SqlParameter("@AreYouEmployed", clientRegistration.AreYouEmployed);
4271 clientRegister[29] = new SqlParameter("@IsActive", clientRegistration.IsActive);
4272 clientRegister[30] = new SqlParameter("@IsDeleted", clientRegistration.IsDeleted);
4273 //if (clientRegistration.ClientRegistrationID == 0)
4274 clientRegister[31] = new SqlParameter("@AddDate", DateTime.Now);
4275 clientRegister[32] = new SqlParameter("@EntryBy", clientRegistration.EntryBy);
4276 //if (clientRegistration.ClientRegistrationID !=0)
4277 clientRegister[33] = new SqlParameter("@UpdateDate", DateTime.Now);
4278 clientRegister[34] = new SqlParameter("@UpdateBy", clientRegistration.UpdateBy);
4279 clientRegister[35] = new SqlParameter("@result", SqlDbType.Int);
4280 clientRegister[35].Direction = ParameterDirection.Output;
4281
4282 clientRegister[36] = new SqlParameter("@ClientRegistrationID", clientRegistration.ClientRegistrationID);
4283 clientRegister[37] = new SqlParameter("@PassportHeldOther", clientRegistration.PassportHeldOther);
4284 clientRegister[38] = new SqlParameter("@NINumber", clientRegistration.NINumber);
4285 clientRegister[39] = new SqlParameter("@AnticipatedRetirementAge", clientRegistration.AnticipatedRetirementAge);
4286 clientRegister[40] = new SqlParameter("@Retired", clientRegistration.Retired ?? false);
4287 clientRegister[41] = new SqlParameter("@HasReference", clientRegistration.HasReference);
4288 clientRegister[42] = new SqlParameter("@ValidityDate", !string.IsNullOrWhiteSpace(clientRegistration.StrValidityDate) ? Helper.GetDate(clientRegistration.StrValidityDate) : null);
4289 clientRegister[43] = new SqlParameter("@PassportType", clientRegistration.PassportType);
4290 if (useTransaction)
4291 SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, connect, clientRegister);
4292 else
4293 SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, clientRegister);
4294 // return 1 if executed successfully
4295 completed = Convert.ToInt32(clientRegister[35] != null ? clientRegister[35].SqlValue.ToString() : "0");
4296
4297 return completed;
4298 }
4299
4300 // Created on 23/01/2015
4301 //Add and Update address in client registration
4302 public int AddAddressClientRegistration(AddressInfo address, bool useTransaction, SqlTransaction tran, SqlConnection connect)
4303 {
4304 int completed = 0;
4305
4306 SqlParameter[] clientreg_address = new SqlParameter[]
4307 {
4308 new SqlParameter("@FactFindAddressID", address.FactFindAddressID),
4309 new SqlParameter("@AddressLine1", address.AddressLine1),
4310 new SqlParameter("@AddressLine2", address.AddressLine2),
4311 new SqlParameter("@AddressLine3", address.AddressLine3),
4312 new SqlParameter("@AddressLine4", address.AddressLine4),
4313 new SqlParameter("@PostCode", address.PostCode),
4314 new SqlParameter("@County", address.County),
4315 new SqlParameter("@Country", address.Country),
4316 new SqlParameter("@NameOfEmployer", address.NameOfEmployer),
4317 new SqlParameter("@EmployerAddress", address.EmployerAddress),
4318 new SqlParameter("@Year", address.Year),
4319 new SqlParameter("@ResidentialStatus", address.ResidentialStatus),
4320 new SqlParameter("@HomeNumber", address.HomeNumber),
4321 new SqlParameter("@WorkNumber", address.WorkNumber),
4322 new SqlParameter("@DateMovedToAddress",!string.IsNullOrWhiteSpace(address.StrDateMovedToAddress) ? Helper.GetDate(address.StrDateMovedToAddress) : null),
4323 new SqlParameter("@IsDeleted", false),
4324 new SqlParameter("@ApplicantID",address.ApplicantID),
4325 new SqlParameter("@result", SqlDbType.Int){Direction=ParameterDirection.Output}
4326 };
4327
4328 if (useTransaction)
4329 SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, "FactFind_AddUpdateAddress", tran, connect, clientreg_address);
4330 else
4331 SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_AddUpdateAddress", clientreg_address);
4332 // return 1 if executed successfully
4333 completed = Convert.ToInt32(clientreg_address[17] != null ? clientreg_address[17].SqlValue.ToString() : "0");
4334
4335 return completed;
4336 }
4337
4338 public DataSet GetAddressList(int applicantid)
4339 {
4340 SqlParameter[] Param = new SqlParameter[1];
4341 Param[0] = new SqlParameter("@ApplicantID", applicantid);
4342
4343 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GetAddressByApplicantID", Param);
4344 return ds;
4345 }
4346
4347 // get dependents
4348 public DataSet GetDependentList(int applicantid)
4349 {
4350 SqlParameter[] Param = new SqlParameter[1];
4351 Param[0] = new SqlParameter("@ApplicantID", applicantid);
4352
4353 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GetDependentsByApplicantID", Param);
4354 return ds;
4355 }
4356
4357 // Add Employement : Generic method for add and update.
4358 // Add Date and Entry by parameters will be ignord while update
4359
4360 public int AddEmployement(tblEmployment employement, bool useTransaction, SqlTransaction tran, SqlConnection con)
4361 {
4362 int completed = 0;
4363
4364 string proc = (employement.EmploymentId == 0 ? "tblInsertEmployment" : "tblUpdateEmployment");
4365
4366 SqlParameter[] emp = new SqlParameter[13];
4367 emp[0] = new SqlParameter("@EmploymentId", employement.EmploymentId);
4368 emp[1] = new SqlParameter("@Year", employement.Year);
4369 emp[2] = new SqlParameter("@NameOfEmployer", employement.NameOfEmployer);
4370 emp[3] = new SqlParameter("@EmployerAddress", employement.EmployerAddress);
4371 emp[4] = new SqlParameter("@IsActive", employement.IsActive);
4372 emp[5] = new SqlParameter("@IsDeleted", employement.IsDeleted);
4373 emp[6] = new SqlParameter("@AddDate", DateTime.Now);
4374 emp[7] = new SqlParameter("@EntryBy", employement.EntryBy);
4375 emp[8] = new SqlParameter("@UpdateDate", DateTime.Now);
4376 emp[9] = new SqlParameter("@UpdateBy", employement.UpdateBy);
4377 emp[10] = new SqlParameter("@result", SqlDbType.Int);
4378 emp[10].Direction = ParameterDirection.Output;
4379
4380 // new parameters
4381 emp[11] = new SqlParameter("@ClientRegistrationID", employement.ClientRegistrationID);
4382 emp[12] = new SqlParameter("@ReferId", employement.ReferId);
4383
4384 if (useTransaction)
4385 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, emp); }
4386 else
4387 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, emp); }
4388 // return 1 if executed successfully
4389
4390 completed = Convert.ToInt32(emp[10] != null ? emp[10].SqlValue.ToString() : "0");
4391
4392
4393 return completed;
4394 }
4395
4396
4397 // Add EmploymentAndIncome
4398
4399 public int AddEmploymentAndIncome(tblEmploymentAndIncome employmentAndIncome, bool useTransaction, SqlTransaction tran, SqlConnection con)
4400 {
4401 int completed;
4402 string proc = (employmentAndIncome.EmploymentIncomeId == 0 ? "tblInsertEmploymentAndIncome" : "tblUpdateEmploymentAndIncome");
4403
4404 SqlParameter[] empandInc = new SqlParameter[39];
4405 empandInc[0] = new SqlParameter("@ClientRegistrationID", employmentAndIncome.ClientRegistrationID);
4406 empandInc[1] = new SqlParameter("@JobTitle", employmentAndIncome.JobTitle);
4407 empandInc[2] = new SqlParameter("@NatureOfOccupation", employmentAndIncome.NatureOfOccupation);
4408 empandInc[3] = new SqlParameter("@NINumber", employmentAndIncome.NINumber);
4409 empandInc[4] = new SqlParameter("@AnticipatedRetirementAge", employmentAndIncome.AnticipatedRetirementAge);
4410 empandInc[5] = new SqlParameter("@EmploymentStatus", employmentAndIncome.EmploymentStatus);
4411 empandInc[6] = new SqlParameter("@ProbationPeriod", employmentAndIncome.ProbationPeriod);
4412 empandInc[7] = new SqlParameter("@NameOfEmployer", employmentAndIncome.NameOfEmployer);
4413 empandInc[8] = new SqlParameter("@AddressOfEmployer", employmentAndIncome.AddressOfEmployer);
4414 empandInc[9] = new SqlParameter("@AnnualCommission", employmentAndIncome.AnnualCommission);
4415 empandInc[10] = new SqlParameter("@AnnualOvertime", employmentAndIncome.AnnualOvertime);
4416 empandInc[11] = new SqlParameter("@Other", employmentAndIncome.Other);
4417 empandInc[12] = new SqlParameter("@GrossTotal", employmentAndIncome.GrossTotal);
4418 empandInc[13] = new SqlParameter("@GrossMonthly", employmentAndIncome.GrossMonthly);
4419 empandInc[14] = new SqlParameter("@IsActive", employmentAndIncome.IsActive);
4420 empandInc[15] = new SqlParameter("@IsDeleted", employmentAndIncome.IsDeleted);
4421 empandInc[16] = new SqlParameter("@AddDate", DateTime.Now);
4422 empandInc[17] = new SqlParameter("@EntryBy", employmentAndIncome.EntryBy);
4423 empandInc[18] = new SqlParameter("@UpdateDate", DateTime.Now);
4424 empandInc[19] = new SqlParameter("@UpdateBy", employmentAndIncome.UpdateBy);
4425 empandInc[20] = new SqlParameter("@GrossBasicSalary", employmentAndIncome.GrossBasicSalary);
4426 empandInc[21] = new SqlParameter("@PeriodWithEmployer", employmentAndIncome.PeriodWithEmployer);
4427
4428
4429 empandInc[22] = new SqlParameter("@result", SqlDbType.Int);
4430 empandInc[22].Direction = ParameterDirection.Output;
4431
4432 // add id column
4433 empandInc[23] = new SqlParameter("@EmploymentIncomeId", employmentAndIncome.EmploymentIncomeId);
4434 empandInc[24] = new SqlParameter("@ReferId", employmentAndIncome.ReferId);
4435 // bonus
4436 empandInc[25] = new SqlParameter("@BonusY1", employmentAndIncome.BonusY1);
4437 empandInc[26] = new SqlParameter("@BonusY2", employmentAndIncome.BonusY2);
4438 empandInc[27] = new SqlParameter("@BonusY3", employmentAndIncome.BonusY3);
4439 empandInc[28] = new SqlParameter("@PreviousAddressOfEmployer", employmentAndIncome.PreviousAddressOfEmployer);
4440 empandInc[29] = new SqlParameter("@AreYouEmployed", employmentAndIncome.AreYouEmployed);
4441 empandInc[30] = new SqlParameter("@EmploymentStartDate", !string.IsNullOrWhiteSpace(employmentAndIncome.StrEmploymentStartDate) ? Helper.GetDate(employmentAndIncome.StrEmploymentStartDate) : null);
4442 empandInc[31] = new SqlParameter("@EmploymentEndDate", !string.IsNullOrWhiteSpace(employmentAndIncome.StrEmploymentEndDate) ? Helper.GetDate(employmentAndIncome.StrEmploymentEndDate) : null);
4443 empandInc[32] = new SqlParameter("@PostcodeofEmployer", employmentAndIncome.PostcodeofEmployer);
4444 empandInc[33] = new SqlParameter("@CountryofEmployer", employmentAndIncome.CountryofEmployer);
4445 empandInc[34] = new SqlParameter("@CountyofEmployer", employmentAndIncome.CountyofEmployer);
4446 empandInc[35] = new SqlParameter("@OtherNatureofOccupation", employmentAndIncome.OtherNatureofOccupation);
4447 empandInc[36] = new SqlParameter("@OtherEmploymentstatus", employmentAndIncome.OtherEmploymentstatus);
4448 empandInc[37] = new SqlParameter("@CurrentJob", employmentAndIncome.CurrentJob);
4449 empandInc[38] = new SqlParameter("@ProbationPeriodDetails", employmentAndIncome.ProbationPeriodDetails);
4450 if (useTransaction)
4451 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, empandInc); }
4452 else
4453 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, empandInc); }
4454
4455 // return 1 if executed successfully
4456 completed = Convert.ToInt32(empandInc[22] != null ? empandInc[22].SqlValue.ToString() : "0");
4457
4458
4459 return completed;
4460
4461 }
4462
4463 // Add PayslipDeduction
4464
4465 public int AddPayslipDeduction(tblPayslipDeduction payslipDeduction, bool useTransaction, SqlTransaction tran, SqlConnection con)
4466 {
4467 int completed;
4468
4469 string proc = (payslipDeduction.PayslipDeductionId == 0 ? "tblInsertPayslipDeduction" : "tblUpdatetPayslipDeduction");
4470
4471 SqlParameter[] payslip = new SqlParameter[21];
4472 payslip[0] = new SqlParameter("@ClientRegistrationID", payslipDeduction.ClientRegistrationID);
4473 payslip[1] = new SqlParameter("@PensionContributions", payslipDeduction.PensionContributions);
4474 payslip[2] = new SqlParameter("@EmployerShareSaveSchemes", payslipDeduction.EmployerShareSaveSchemes);
4475 payslip[3] = new SqlParameter("@ChildcareVouchers", payslipDeduction.ChildcareVouchers);
4476 payslip[4] = new SqlParameter("@GymMembership", payslipDeduction.GymMembership);
4477 payslip[5] = new SqlParameter("@OtherBenefits", payslipDeduction.OtherBenefits);
4478 payslip[6] = new SqlParameter("@TransportBikeLoans", payslipDeduction.TransportBikeLoans);
4479 payslip[7] = new SqlParameter("@StudentLoanPayment", payslipDeduction.StudentLoanPayment);
4480 payslip[8] = new SqlParameter("@TotalNetMonthly", payslipDeduction.TotalNetMonthly);
4481 payslip[9] = new SqlParameter("@IsActive", payslipDeduction.IsActive);
4482 payslip[10] = new SqlParameter("@IsDeleted", payslipDeduction.IsDeleted);
4483 payslip[11] = new SqlParameter("@AddDate", DateTime.Now);
4484 payslip[12] = new SqlParameter("@EntryBy", payslipDeduction.EntryBy);
4485 payslip[13] = new SqlParameter("@UpdateDate", DateTime.Now);
4486 payslip[14] = new SqlParameter("@UpdateBy", payslipDeduction.UpdateBy);
4487 payslip[15] = new SqlParameter("@result", SqlDbType.Int);
4488 payslip[15].Direction = ParameterDirection.Output;
4489
4490 // id
4491 payslip[16] = new SqlParameter("@PayslipDeductionId", payslipDeduction.PayslipDeductionId);
4492 payslip[17] = new SqlParameter("@ReferId", payslipDeduction.ReferId);
4493 payslip[18] = new SqlParameter("@FromDate", payslipDeduction.FromDate);
4494 payslip[19] = new SqlParameter("@ToDate", payslipDeduction.ToDate);
4495 payslip[20] = new SqlParameter("@AdditionalInfo", payslipDeduction.AdditionalInfo);
4496 if (useTransaction)
4497 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, payslip); }
4498 else
4499 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, payslip); }
4500
4501 // return 1 if executed successfully
4502 completed = Convert.ToInt32(payslip[15] != null ? payslip[15].SqlValue.ToString() : "0");
4503
4504
4505
4506
4507
4508 return completed;
4509 }
4510
4511
4512 // Add SelfEmployed
4513 // tested on :18/10/2014
4514 public int AddSelfEmployed(tblSelfEmployed selfEmployed, bool useTransaction, SqlTransaction tran, SqlConnection con)
4515 {
4516 int completed;
4517
4518 string proc = (selfEmployed.SelfEmployedId == 0 ? "tblInsertSelfEmployed" : "tblUpdateSelfEmployed");
4519
4520 SqlParameter[] selfemp = new SqlParameter[28];
4521 selfemp[0] = new SqlParameter("@ClientRegistrationID", selfEmployed.ClientRegistrationID);
4522 selfemp[2] = new SqlParameter("@TypeOfSelfEmployment", selfEmployed.TypeOfSelfEmployment);
4523 selfemp[3] = new SqlParameter("@NameOfComapany", selfEmployed.NameOfComapany);
4524 selfemp[4] = new SqlParameter("@Shareholding", selfEmployed.Shareholding);
4525 selfemp[5] = new SqlParameter("@Position", selfEmployed.Position);
4526 selfemp[6] = new SqlParameter("@IncorporationDate", selfEmployed.IncorporationDate);
4527 selfemp[7] = new SqlParameter("@IsActive", selfEmployed.IsActive);
4528 selfemp[8] = new SqlParameter("@IsDeleted", selfEmployed.IsDeleted);
4529 selfemp[9] = new SqlParameter("@AddDate", DateTime.Now);
4530 selfemp[10] = new SqlParameter("@EntryBy", selfEmployed.EntryBy);
4531 selfemp[11] = new SqlParameter("@UpdateDate", DateTime.Now);
4532 selfemp[12] = new SqlParameter("@UpdateBy", selfEmployed.UpdateBy);
4533 selfemp[13] = new SqlParameter("@result", SqlDbType.Int);
4534 selfemp[13].Direction = ParameterDirection.Output;
4535
4536 // id
4537 selfemp[14] = new SqlParameter("@SelfEmployedId", selfEmployed.SelfEmployedId);
4538 selfemp[15] = new SqlParameter("@ReferId", selfEmployed.ReferId);
4539
4540 // financial YE
4541 selfemp[16] = new SqlParameter("@TurnoverY1", selfEmployed.TurnoverY1);
4542 selfemp[17] = new SqlParameter("@TurnoverY2", selfEmployed.TurnoverY2);
4543 selfemp[18] = new SqlParameter("@TurnoverY3", selfEmployed.TurnoverY3);
4544 selfemp[19] = new SqlParameter("@NetProfitY1", selfEmployed.NetProfitY1);
4545 selfemp[20] = new SqlParameter("@NetProfitY2", selfEmployed.NetProfitY2);
4546 selfemp[21] = new SqlParameter("@NetProfitY3", selfEmployed.NetProfitY3);
4547 selfemp[22] = new SqlParameter("@SalaryY1", selfEmployed.SalaryY1);
4548 selfemp[23] = new SqlParameter("@SalaryY2", selfEmployed.SalaryY2);
4549 selfemp[24] = new SqlParameter("@SalaryY3", selfEmployed.SalaryY3);
4550 selfemp[25] = new SqlParameter("@DividendsY1", selfEmployed.DividendsY1);
4551 selfemp[26] = new SqlParameter("@DividendsY2", selfEmployed.DividendsY2);
4552 selfemp[27] = new SqlParameter("@DividendsY3", selfEmployed.DividendsY3);
4553
4554
4555 if (useTransaction)
4556 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, selfemp); }
4557 else
4558 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, selfemp); }
4559
4560 // return 1 if executed successfully
4561 completed = Convert.ToInt32(selfemp[13] != null ? selfemp[13].SqlValue.ToString() : "0");
4562 return completed;
4563
4564 }
4565 // self employed/unemployment new added by satish
4566 public int AddSelfEmployed_UnEmployment(tblSelfEmployed selfEmployed, bool useTransaction, SqlTransaction tran, SqlConnection con)
4567 {
4568 int completed;
4569
4570 string proc = (selfEmployed.SelfEmployedId == 0 ? "tblInsertSelfEmployed" : "tblUpdateSelfEmployed_UnEmployment");
4571
4572 SqlParameter[] selfemp = new SqlParameter[7];
4573
4574 selfemp[0] = new SqlParameter("@ClientRegistrationID", selfEmployed.ClientRegistrationID);
4575 selfemp[1] = new SqlParameter("@SelfEmployedId", selfEmployed.SelfEmployedId);
4576 selfemp[2] = new SqlParameter("@ReferId", selfEmployed.ReferId);
4577
4578 selfemp[3] = new SqlParameter("@DateOfUnemployment", !string.IsNullOrWhiteSpace(selfEmployed.StrDateOfUnemployment) ? Helper.GetDate(selfEmployed.StrDateOfUnemployment) : null);
4579 selfemp[4] = new SqlParameter("@DateOfReemployment", !string.IsNullOrWhiteSpace(selfEmployed.StrDateOfReemployment) ? Helper.GetDate(selfEmployed.StrDateOfReemployment) : null);
4580 selfemp[5] = new SqlParameter("@ReasonForUnemployment", selfEmployed.ReasonForUnemployment);
4581 selfemp[6] = new SqlParameter("@result", SqlDbType.Int);
4582 selfemp[6].Direction = ParameterDirection.Output;
4583
4584 if (useTransaction)
4585 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, selfemp); }
4586 else
4587 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, selfemp); }
4588
4589 // return 1 if executed successfully
4590 completed = Convert.ToInt32(selfemp[6] != null ? selfemp[6].SqlValue.ToString() : "0");
4591 return completed;
4592 }
4593
4594
4595 // Add OtherIncomeInformation
4596
4597 public int AddOtherIncomeInformation(tblOtherIncomeInformation incomeInfo, bool useTransaction, SqlTransaction tran, SqlConnection con)
4598 {
4599 int completed;
4600
4601 string proc = (incomeInfo.OtherIncomeInformationId == 0 ? "tblInsertOtherIncomeInformation" : "tblUpdateOtherIncomeInformation");
4602 SqlParameter[] income = new SqlParameter[16];
4603 income[0] = new SqlParameter("@SelfEmployedId", incomeInfo.SelfEmployedId);
4604 income[1] = new SqlParameter("@FirmName", incomeInfo.FirmName);
4605 income[2] = new SqlParameter("@IndividualContact", incomeInfo.IndividualContact);
4606 income[3] = new SqlParameter("@PhoneNo", incomeInfo.PhoneNo);
4607 income[4] = new SqlParameter("@FaxNo", incomeInfo.FaxNo);
4608 income[5] = new SqlParameter("@Qualification", incomeInfo.Qualification);
4609 income[6] = new SqlParameter("@IsActive", incomeInfo.IsActive);
4610 income[7] = new SqlParameter("@IsDeleted", incomeInfo.IsDeleted);
4611 income[8] = new SqlParameter("@AddDate", DateTime.Now);
4612 income[9] = new SqlParameter("@EntryBy", incomeInfo.EntryBy);
4613 income[10] = new SqlParameter("@UpdateDate", DateTime.Now);
4614 income[11] = new SqlParameter("@UpdateBy", incomeInfo.UpdateBy);
4615 income[12] = new SqlParameter("@ReferId", incomeInfo.ReferId);
4616 income[13] = new SqlParameter("@result", SqlDbType.Int);
4617 income[13].Direction = ParameterDirection.Output;
4618
4619 income[14] = new SqlParameter("@ClientRegistrationID", incomeInfo.ClientRegistrationID);
4620
4621 //id
4622 income[15] = new SqlParameter("@OtherIncomeInformationId", incomeInfo.OtherIncomeInformationId);
4623
4624
4625 if (useTransaction)
4626 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, income); }
4627 else
4628 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, income); }
4629
4630 // return 1 if executed successfully
4631 completed = Convert.ToInt32(income[13] != null ? income[13].SqlValue.ToString() : "0");
4632 return completed;
4633 }
4634
4635 // Add SourceofFundsforPurchase
4636
4637 public int AddSourceofFundsforPurchase(tblSourceofFundsforPurchase sourceOffund, bool useTransaction, SqlTransaction tran, SqlConnection con)
4638 {
4639 int completed;
4640
4641 string proc = (sourceOffund.SourceofFundsforPurchaseId == 0 ? "tblInsertSourceofFundsforPurchase" : "tblUpdateSourceofFundsforPurchase");
4642 SqlParameter[] fund = new SqlParameter[16];
4643 fund[0] = new SqlParameter("@ClientRegistrationID", sourceOffund.ClientRegistrationID);
4644 fund[1] = new SqlParameter("@Cash", sourceOffund.Cash);
4645 fund[2] = new SqlParameter("@StockShare", sourceOffund.StockShare);
4646 fund[3] = new SqlParameter("@Gift", sourceOffund.Gift);
4647 fund[4] = new SqlParameter("@Equity", sourceOffund.Equity);
4648 fund[5] = new SqlParameter("@IsActive", sourceOffund.IsActive);
4649 fund[6] = new SqlParameter("@IsDeleted", sourceOffund.IsDeleted);
4650 fund[7] = new SqlParameter("@AddDate", DateTime.Now);
4651 fund[8] = new SqlParameter("@EntryBy", sourceOffund.EntryBy);
4652 fund[9] = new SqlParameter("@UpdateDate", DateTime.Now);
4653 fund[10] = new SqlParameter("@UpdateBy", sourceOffund.UpdateBy);
4654 fund[11] = new SqlParameter("@result", SqlDbType.Int);
4655 fund[11].Direction = ParameterDirection.Output;
4656 // id
4657 fund[12] = new SqlParameter("@SourceofFundsforPurchaseId", sourceOffund.SourceofFundsforPurchaseId);
4658 fund[13] = new SqlParameter("@ReferId", sourceOffund.ReferId);
4659 fund[14] = new SqlParameter("@GiftFrom", sourceOffund.GiftFrom);
4660 fund[15] = new SqlParameter("@GiftFromNew", sourceOffund.GiftFromNew);
4661
4662
4663 if (useTransaction)
4664 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, fund); }
4665 else
4666 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, fund); }
4667
4668 // return 1 if executed successfully
4669 completed = Convert.ToInt32(fund[11] != null ? fund[11].SqlValue.ToString() : "0");
4670 return completed;
4671 }
4672
4673 // Add Current Commitments
4674 public int AddCurrentCommitments(tblCurrentCommitment commitments, bool useTransaction, SqlTransaction tran, SqlConnection con)
4675 {
4676 int completed;
4677 string proc = (commitments.CurrentCommitmentsId == 0 ? "tblInsertCurrentCommitments" : "tblUpdateCurrentCommitments");
4678
4679 SqlParameter[] commitment = new SqlParameter[19];
4680 commitment[0] = new SqlParameter("@OwnerName", commitments.OwnerName);
4681 commitment[1] = new SqlParameter("@TypeOfLoan", commitments.TypeOfLoan);
4682 commitment[2] = new SqlParameter("@Lender", commitments.Lender);
4683 commitment[3] = new SqlParameter("@AmountoutStanding", commitments.AmountoutStanding);
4684 commitment[4] = new SqlParameter("@monthlyPayment", commitments.monthlyPayment);
4685 commitment[5] = new SqlParameter("@IsSecured", commitments.IsSecured);
4686 commitment[6] = new SqlParameter("@IsToBeRepaid", commitments.IsToBeRepaid);
4687 commitment[7] = new SqlParameter("@IsActive", commitments.IsActive);
4688 commitment[8] = new SqlParameter("@IsDeleted", commitments.IsDeleted);
4689 commitment[9] = new SqlParameter("@AddDate", DateTime.Now);
4690 commitment[10] = new SqlParameter("@EntryBy", commitments.EntryBy);
4691 commitment[11] = new SqlParameter("@UpdateDate", DateTime.Now);
4692 commitment[12] = new SqlParameter("@UpdateBy", commitments.UpdateBy);
4693 commitment[13] = new SqlParameter("@result", SqlDbType.Int);
4694 commitment[13].Direction = ParameterDirection.Output;
4695
4696 //id
4697 commitment[14] = new SqlParameter("@CurrentCommitmentsId", commitments.CurrentCommitmentsId);
4698 commitment[15] = new SqlParameter("@ClientRegistrationID", commitments.ClientRegistrationID);
4699 commitment[16] = new SqlParameter("@ReferId", commitments.ReferId);
4700 commitment[17] = new SqlParameter("@Owner", commitments.Owner);
4701 commitment[18] = new SqlParameter("@TypeofLoanOther", commitments.TypeofLoanOther);
4702 if (useTransaction)
4703 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, commitment); }
4704 else
4705 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, commitment); }
4706
4707 // return 1 if executed successfully
4708 completed = Convert.ToInt32(commitment[13] != null ? (commitment[13].SqlValue != null ? commitment[13].SqlValue.ToString() : "0") : "0");
4709 return completed;
4710 }
4711
4712 // Created on 20/01/2015
4713 //Add and Update New Mortgage And Property Details
4714
4715 public int AddUpdateNewMortgageandPropertyDetail(tblAdditional_Property_Info addProp, bool useTransaction, SqlTransaction tran, SqlConnection con)
4716 {
4717 int completed;
4718 string proc = (addProp.tblAdditional_Property_InfoID == 0 ? "tblInsertbltblAdditional_Property_Info" : "tblUpdateAdditional_Property_Info");
4719
4720 SqlParameter[] additionPro = new SqlParameter[]{
4721 new SqlParameter("@ReferId", addProp.ReferId),
4722 new SqlParameter("@Selling_Agents", addProp.Selling_Agents),
4723 new SqlParameter("@Solicitors", addProp.Solicitors),
4724 new SqlParameter("@Bank_Details", addProp.Bank_Details),
4725 new SqlParameter("@Additional_Info", addProp.Additional_Info),
4726 new SqlParameter("@IsActive", addProp.IsActive),
4727 new SqlParameter("@IsDeleted", addProp.IsDeleted),
4728 new SqlParameter("@AddDate", DateTime.Now),
4729 new SqlParameter("@EntryBy", addProp.EntryBy),
4730 new SqlParameter("@UpdateDate", DateTime.Now),
4731 new SqlParameter("@UpdateBy", addProp.UpdateBy),
4732 new SqlParameter("@result", SqlDbType.Int){Direction = ParameterDirection.Output},
4733 new SqlParameter("@ClientRegistrationID", addProp.ClientRegistrationID),
4734 new SqlParameter("@tblAdditional_Property_InfoID", addProp.tblAdditional_Property_InfoID),
4735 new SqlParameter("@Type_Of_Application", addProp.Type_Of_Application),
4736 new SqlParameter("@Address_Line1", addProp.Address_Line1),
4737 new SqlParameter("@Address_Line2", addProp.Address_Line2),
4738 new SqlParameter("@Address_Line3", addProp.Address_Line3),
4739 new SqlParameter("@Address_Line4", addProp.Address_Line4),
4740 new SqlParameter("@Post_Code", addProp.Post_Code),
4741 new SqlParameter("@Country", addProp.Country),
4742
4743 };
4744
4745 var outParameter = additionPro.Where(x => x.Direction == ParameterDirection.Output).FirstOrDefault();
4746
4747 if (useTransaction)
4748 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, additionPro); }
4749 else
4750 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, additionPro); }
4751 // return 1 if executed successfully
4752 completed = Convert.ToInt32(outParameter != null ? outParameter.SqlValue.ToString() : "0");
4753
4754 return completed;
4755 }
4756
4757 // Created on 20/01/2015
4758 //Add and Update Investment Portfolio
4759
4760 public int AddUpdateInvestmentPortfolio(tblOther_Mortgages investmentPortfolio, bool useTransaction, SqlTransaction tran, SqlConnection con)
4761 {
4762 int completed;
4763
4764 string proc = (investmentPortfolio.Other_MortgagesID == 0 ? "tblInserttblOther_Mortgages" : "tblUpdatetblOther_Mortgages");
4765 SqlParameter[] commitment = new SqlParameter[39];
4766
4767 commitment[0] = new SqlParameter("@Lender", investmentPortfolio.Lender);
4768 commitment[1] = new SqlParameter("@Account_Number", investmentPortfolio.Account_Number);
4769 commitment[2] = new SqlParameter("@Prop_Country", investmentPortfolio.Prop_Country);
4770 commitment[3] = new SqlParameter("@Current_Value", investmentPortfolio.Current_Value);
4771 commitment[4] = new SqlParameter("@Rental_Income", investmentPortfolio.Rental_Income);
4772 commitment[5] = new SqlParameter("@Ownership", investmentPortfolio.Ownership);
4773 commitment[6] = new SqlParameter("@Amount_Outstanding", investmentPortfolio.Amount_Outstanding);
4774 commitment[7] = new SqlParameter("@Monthly_Payment", investmentPortfolio.Monthly_Payment);
4775 commitment[8] = new SqlParameter("@Term", investmentPortfolio.Term);
4776 commitment[9] = new SqlParameter("@Repayment_Method", investmentPortfolio.Repayment_Method);
4777 commitment[10] = new SqlParameter("@Current_Rate_Info", investmentPortfolio.Current_Rate_Info);
4778 commitment[11] = new SqlParameter("@ERP_Info", investmentPortfolio.ERP_Info);
4779 commitment[12] = new SqlParameter("@IsActive", investmentPortfolio.IsActive);
4780 commitment[13] = new SqlParameter("@IsDeleted", investmentPortfolio.IsDeleted);
4781 commitment[14] = new SqlParameter("@AddDate", DateTime.Now);
4782 commitment[15] = new SqlParameter("@EntryBy", investmentPortfolio.EntryBy);
4783 commitment[16] = new SqlParameter("@UpdateDate", DateTime.Now);
4784 commitment[17] = new SqlParameter("@UpdateBy", investmentPortfolio.UpdateBy);
4785 commitment[18] = new SqlParameter("@No_Bedroom", investmentPortfolio.No_Bedrooms);
4786 commitment[19] = new SqlParameter("@Type_Of_Application", investmentPortfolio.Type_Of_Application);
4787 commitment[20] = new SqlParameter("@Purch_Price", investmentPortfolio.Purch_Price);
4788 commitment[21] = new SqlParameter("@Deposit_Available", investmentPortfolio.Deposit_Available);
4789 commitment[22] = new SqlParameter("@Mortgage_Required", investmentPortfolio.Mortgage_Required);
4790 commitment[23] = new SqlParameter("@Type_Of_Property", investmentPortfolio.Type_Of_Property);
4791 commitment[24] = new SqlParameter("@Tenure", investmentPortfolio.Tenure);
4792 commitment[25] = new SqlParameter("@For_Flats_Maisonette", investmentPortfolio.For_Flats_Maisonette);
4793 commitment[26] = new SqlParameter("@Additional_Info", investmentPortfolio.Additional_Info);
4794 commitment[27] = new SqlParameter("@Capital_Raising", investmentPortfolio.Capital_Raising);
4795 commitment[28] = new SqlParameter("@Reason", investmentPortfolio.Reason);
4796 commitment[29] = new SqlParameter("@Ex_Local", investmentPortfolio.Ex_Local);
4797
4798 commitment[30] = new SqlParameter("@result", SqlDbType.Int);
4799 commitment[30].Direction = ParameterDirection.Output;
4800
4801 // id
4802 commitment[31] = new SqlParameter("@Other_MortgagesID", investmentPortfolio.Other_MortgagesID);
4803 commitment[32] = new SqlParameter("@ClientRegistrationID", investmentPortfolio.ClientRegistrationID);
4804 commitment[33] = new SqlParameter("@ReferId", investmentPortfolio.ReferId);
4805
4806 commitment[34] = new SqlParameter("@Prop_Adddress_Line1", investmentPortfolio.Prop_Adddress_Line1);
4807 commitment[35] = new SqlParameter("@Prop_Adddress_Line2", investmentPortfolio.Prop_Adddress_Line2);
4808 commitment[36] = new SqlParameter("@Prop_Adddress_Line3", investmentPortfolio.Prop_Adddress_Line3);
4809 commitment[37] = new SqlParameter("@Prop_Adddress_Line4", investmentPortfolio.Prop_Adddress_Line4);
4810 commitment[38] = new SqlParameter("@Prop_PostCode", investmentPortfolio.Prop_PostCode);
4811
4812
4813
4814
4815 if (useTransaction)
4816 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, commitment); }
4817 else
4818 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, commitment); }
4819
4820 // return 1 if executed successfully
4821 completed = Convert.ToInt32(commitment[30] != null ? commitment[30].SqlValue.ToString() : "0");
4822 return completed;
4823 }
4824
4825 public int AddMortgagePropertyDetail(tblNew_Mortgage_Property_Details newMortgagePropertyDetails, bool useTransaction, SqlTransaction tran, SqlConnection con)
4826 {
4827 int completed;
4828
4829 // newMortgagePropertyDetails.New_Mortgage_Property_DetailsID
4830 string proc = (newMortgagePropertyDetails.New_Mortgage_Property_DetailsID == 0 ? "tblInserttblNew_Mortgage_Property_Details" : "tblUpdatetblNew_Mortgage_Property_Details");
4831
4832 SqlParameter[] commitment = new SqlParameter[35];
4833 commitment[0] = new SqlParameter("@ReferId", newMortgagePropertyDetails.ReferId);
4834 commitment[1] = new SqlParameter("@Type_Of_Application", newMortgagePropertyDetails.Type_Of_Application);
4835 commitment[2] = new SqlParameter("@Address_Of_Property", newMortgagePropertyDetails.Address_Of_Property);
4836 commitment[3] = new SqlParameter("@Purch_Price", newMortgagePropertyDetails.Purch_Price);
4837 commitment[4] = new SqlParameter("@Deposit_Available", newMortgagePropertyDetails.Deposit_Available);
4838 commitment[5] = new SqlParameter("@Mortgage_Required", newMortgagePropertyDetails.Mortgage_Required);
4839 commitment[6] = new SqlParameter("@Repayment", newMortgagePropertyDetails.Repayment);
4840 commitment[7] = new SqlParameter("@Term_Of_Mortgage", newMortgagePropertyDetails.Term_Of_Mortgage);
4841 commitment[8] = new SqlParameter("@Details_Of_Affordability", newMortgagePropertyDetails.Details_Of_Affordability);
4842 commitment[9] = new SqlParameter("@Type_Of_Property", newMortgagePropertyDetails.Type_Of_Property);
4843 commitment[10] = new SqlParameter("@Tenure", newMortgagePropertyDetails.Tenure);
4844 commitment[11] = new SqlParameter("@Leasehold_Term", newMortgagePropertyDetails.Leasehold_Term);
4845 commitment[12] = new SqlParameter("@Year_Build", newMortgagePropertyDetails.Year_Build);
4846 commitment[13] = new SqlParameter("@Construction", newMortgagePropertyDetails.Construction);
4847 commitment[14] = new SqlParameter("@For_Flats_Maisonette", newMortgagePropertyDetails.For_Flats_Maisonette);
4848 commitment[15] = new SqlParameter("@Purpose_Built", newMortgagePropertyDetails.Purpose_Built);
4849 commitment[16] = new SqlParameter("@Conversion", newMortgagePropertyDetails.Conversion);
4850 commitment[17] = new SqlParameter("@No_Of_Floors", newMortgagePropertyDetails.No_Of_Floors);
4851 commitment[18] = new SqlParameter("@Any_Commercial", newMortgagePropertyDetails.Any_Commercial);
4852 commitment[19] = new SqlParameter("@Service_Charge", newMortgagePropertyDetails.Service_Charge);
4853 commitment[20] = new SqlParameter("@Ground_Rent", newMortgagePropertyDetails.Ground_Rent);
4854 commitment[21] = new SqlParameter("@Additional_Info", newMortgagePropertyDetails.Additional_Info);
4855 commitment[22] = new SqlParameter("@IsActive", newMortgagePropertyDetails.IsActive);
4856 commitment[23] = new SqlParameter("@IsDeleted", newMortgagePropertyDetails.IsDeleted);
4857 commitment[24] = new SqlParameter("@AddDate", DateTime.Now);
4858 commitment[25] = new SqlParameter("@EntryBy", newMortgagePropertyDetails.EntryBy);
4859 commitment[26] = new SqlParameter("@UpdateDate", DateTime.Now);
4860 commitment[27] = new SqlParameter("@UpdateBy", newMortgagePropertyDetails.UpdateBy);
4861 commitment[28] = new SqlParameter("@result", SqlDbType.Int);
4862 commitment[28].Direction = ParameterDirection.Output;
4863 commitment[29] = new SqlParameter("@Source_Of_Deposit", newMortgagePropertyDetails.Source_Of_Deposit);
4864 commitment[30] = new SqlParameter("@Capital_Raising", newMortgagePropertyDetails.Capital_Raising);
4865 commitment[31] = new SqlParameter("@Reason", newMortgagePropertyDetails.Reason);
4866 commitment[32] = new SqlParameter("@Ex_Local", newMortgagePropertyDetails.Ex_Local);
4867
4868 //id
4869 commitment[33] = new SqlParameter("@New_Mortgage_Property_DetailsID", newMortgagePropertyDetails.New_Mortgage_Property_DetailsID);
4870 commitment[34] = new SqlParameter("@ClientRegistrationID", newMortgagePropertyDetails.ClientRegistrationID);
4871
4872 if (useTransaction)
4873 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, commitment); }
4874 else
4875 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, commitment); }
4876
4877 // return 1 if executed successfully
4878 completed = Convert.ToInt32(commitment[28] != null ? commitment[28].SqlValue.ToString() : "0");
4879 return completed;
4880 }
4881
4882
4883 public int AddResidentialMortgage(tblResidentialMortgage ResidentialMortgage, bool useTransaction, SqlTransaction tran, SqlConnection con)
4884 {
4885 int completed;
4886
4887 string proc = (ResidentialMortgage.ResidentialMortgageID == 0 ? "tblInsertblResidentialMortgage" : "tblUpdatetblResidentialMortgage");
4888
4889 SqlParameter[] resMortgage = new SqlParameter[24];
4890 resMortgage[0] = new SqlParameter("@ReferId", ResidentialMortgage.ReferId);
4891 resMortgage[1] = new SqlParameter("@Lender", ResidentialMortgage.Lender);
4892 resMortgage[2] = new SqlParameter("@Account_Number", ResidentialMortgage.Account_Number);
4893 resMortgage[3] = new SqlParameter("@Current_Value", ResidentialMortgage.Current_Value);
4894 resMortgage[4] = new SqlParameter("@Ownership", ResidentialMortgage.Ownership);
4895 resMortgage[5] = new SqlParameter("@Original_Mortgage", ResidentialMortgage.Original_Mortgage);
4896 resMortgage[6] = new SqlParameter("@Amount_Outstanding", ResidentialMortgage.Amount_Outstanding);
4897 resMortgage[7] = new SqlParameter("@Monthly_Payment", ResidentialMortgage.Monthly_Payment);
4898 resMortgage[8] = new SqlParameter("@Term", ResidentialMortgage.Term);
4899 resMortgage[9] = new SqlParameter("@Repayment_Method", ResidentialMortgage.Repayment_Method);
4900 resMortgage[10] = new SqlParameter("@Repayment_Vehicle", ResidentialMortgage.Repayment_Vehicle);
4901 resMortgage[11] = new SqlParameter("@Current_Rate_Info", ResidentialMortgage.Current_Rate_Info);
4902 resMortgage[12] = new SqlParameter("@ERP_Info", ResidentialMortgage.ERP_Info);
4903 resMortgage[13] = new SqlParameter("@Portable", ResidentialMortgage.Portable);
4904 resMortgage[14] = new SqlParameter("@IsActive", ResidentialMortgage.IsActive);
4905 resMortgage[15] = new SqlParameter("@IsDeleted", ResidentialMortgage.IsDeleted);
4906 resMortgage[16] = new SqlParameter("@AddDate", DateTime.Now);
4907 resMortgage[17] = new SqlParameter("@EntryBy", ResidentialMortgage.EntryBy);
4908 resMortgage[18] = new SqlParameter("@UpdateDate", DateTime.Now);
4909 resMortgage[19] = new SqlParameter("@UpdateBy", ResidentialMortgage.UpdateBy);
4910 resMortgage[20] = new SqlParameter("@result", SqlDbType.Int);
4911 resMortgage[20].Direction = ParameterDirection.Output;
4912
4913 // id
4914 resMortgage[21] = new SqlParameter("@ResidentialMortgageID", ResidentialMortgage.ResidentialMortgageID);
4915 resMortgage[22] = new SqlParameter("@ClientRegistrationID", ResidentialMortgage.ClientRegistrationID);
4916 resMortgage[23] = new SqlParameter("@AddressID", ResidentialMortgage.AddressID);
4917
4918 if (useTransaction)
4919 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, resMortgage); }
4920 else
4921 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, resMortgage); }
4922
4923 // return 1 if executed successfully
4924 completed = Convert.ToInt32(resMortgage[20] != null ? resMortgage[20].SqlValue.ToString() : "0");
4925 return completed;
4926 }
4927
4928 public int AddExpenditure(tblExpenditure Expenditure, bool useTransaction, SqlTransaction tran, SqlConnection con)
4929 {
4930 int completed;
4931 string proc = (Expenditure.ExpenditureID == 0 ? "tblInsertblExpenditure" : "tblUpdatetblExpenditure");
4932
4933 SqlParameter[] expenditure = new SqlParameter[34];
4934 expenditure[0] = new SqlParameter("@ClientRegistrationID", Expenditure.ClientRegistrationID);
4935 expenditure[1] = new SqlParameter("@ReferId", Expenditure.ReferId);
4936 expenditure[2] = new SqlParameter("@Mortgage_Rent", Expenditure.Mortgage_Rent);
4937 expenditure[3] = new SqlParameter("@Credit_Commitments", Expenditure.Credit_Commitments);
4938 expenditure[4] = new SqlParameter("@Maintenance", Expenditure.Maintenance);
4939 expenditure[5] = new SqlParameter("@Food_Drink_clothing", Expenditure.Food_Drink_clothing);
4940 expenditure[6] = new SqlParameter("@Utilities_Including_Council_Tax", Expenditure.Utilities_Including_Council_Tax);
4941 expenditure[7] = new SqlParameter("@Miscellaneous_Goods_Services", Expenditure.Miscellaneous_Goods_Services);
4942 expenditure[8] = new SqlParameter("@Transport", Expenditure.Transport);
4943 expenditure[9] = new SqlParameter("@Entertainment_Recreation", Expenditure.Entertainment_Recreation);
4944 expenditure[10] = new SqlParameter("@Holidays", Expenditure.Holidays);
4945 expenditure[11] = new SqlParameter("@Nursery_College_Uni_fees", Expenditure.Nursery_College_Uni_fees);
4946 expenditure[12] = new SqlParameter("@Other_Expenditure", Expenditure.Other_Expenditure);
4947 expenditure[13] = new SqlParameter("@Existing_Life_Insurance_PHI_Premiums", Expenditure.Existing_Life_Insurance_PHI_Premiums);
4948 expenditure[14] = new SqlParameter("@Discretionary_Expenditure", Expenditure.Discretionary_Expenditure);
4949 expenditure[15] = new SqlParameter("@Monthly_Expenditure_B", Expenditure.Monthly_Expenditure_B);
4950 expenditure[16] = new SqlParameter("@Monthly_Disposable_Income_A_B", Expenditure.Monthly_Disposable_Income_A_B);
4951 expenditure[17] = new SqlParameter("@Remaining_Income", Expenditure.Remaining_Income);
4952 expenditure[18] = new SqlParameter("@Any_Changes_In_Next_5_Years", Expenditure.Any_Changes_In_Next_5_Years);
4953 expenditure[19] = new SqlParameter("@Any_Adverse_Credit_History", Expenditure.Any_Adverse_Credit_History);
4954 expenditure[20] = new SqlParameter("@Total_Income_All_Sources", Expenditure.Total_Income_All_Sources);
4955 expenditure[21] = new SqlParameter("@Total_Net_Monthly_Income_A", Expenditure.Total_Net_Monthly_Income_A);
4956 expenditure[22] = new SqlParameter("@IsActive", Expenditure.IsActive);
4957 expenditure[23] = new SqlParameter("@IsDeleted", Expenditure.IsDeleted);
4958 expenditure[24] = new SqlParameter("@AddDate", DateTime.Now);
4959 expenditure[25] = new SqlParameter("@EntryBy", Expenditure.EntryBy);
4960 expenditure[26] = new SqlParameter("@UpdateDate", DateTime.Now);
4961 expenditure[27] = new SqlParameter("@UpdateBy", Expenditure.UpdateBy);
4962
4963 expenditure[28] = new SqlParameter("@result", SqlDbType.Int);
4964 expenditure[28].Direction = ParameterDirection.Output;
4965
4966 // id
4967 expenditure[29] = new SqlParameter("@ExpenditureID", Expenditure.ExpenditureID);
4968
4969 expenditure[30] = new SqlParameter("@Student_Loan_Payments", Expenditure.Student_Loan_Payments);
4970 expenditure[31] = new SqlParameter("@FromDate", Expenditure.FromDate);
4971 expenditure[32] = new SqlParameter("@ToDate", Expenditure.ToDate);
4972 expenditure[33] = new SqlParameter("@AdditionalInfo", Expenditure.AdditionalInfo);
4973 if (useTransaction)
4974 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, expenditure); }
4975 else
4976 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, expenditure); }
4977
4978 // return 1 if executed successfully
4979 completed = Convert.ToInt32(expenditure[28] != null ? expenditure[28].SqlValue.ToString() : "0");
4980 return completed;
4981 }
4982
4983 // Created on 07/10/2014
4984 // For add and update Dependent table
4985 public int AddUpdateDependant(tblDependant dependent, bool useTransaction, SqlTransaction tran, SqlConnection con)
4986 {
4987 int completed = 0;
4988
4989 if (dependent.DependantID == 0)
4990 {
4991 SqlParameter[] par = new SqlParameter[]
4992 {
4993 new SqlParameter("@Applicant", dependent.Applicant),
4994 new SqlParameter("@DOB", !string.IsNullOrWhiteSpace(dependent.StrDependentDOB) ? Helper.GetDate(dependent.StrDependentDOB) : null),
4995 new SqlParameter("@ClientRegistrationID", dependent.ClientRegistrationID),//set clientid in model after model binding
4996 new SqlParameter("@AddDate", DateTime.Now),
4997 new SqlParameter("@result", SqlDbType.Int){Direction = ParameterDirection.Output},
4998 new SqlParameter("@ReferId", dependent.ReferId),
4999 new SqlParameter("@Name", dependent.Name)
5000 };
5001 if (useTransaction)
5002 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, "tblInsertDependant", tran, con, par); }
5003 else
5004 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "tblInsertDependant", par); }
5005 completed = Convert.ToInt32(par[4] != null ? par[4].SqlValue.ToString() : "0");
5006 }
5007 else
5008 {
5009 SqlParameter[] par = new SqlParameter[]
5010 {
5011 new SqlParameter("@Applicant", dependent.Applicant),
5012 new SqlParameter("@DOB", !string.IsNullOrWhiteSpace(dependent.StrDependentDOB) ? Helper.GetDate(dependent.StrDependentDOB) : null),
5013 new SqlParameter("@UpdateDate", DateTime.Now),
5014 new SqlParameter("@UpdateBy", dependent.UpdateBy),//set updated by id in model after model binding
5015 new SqlParameter("@result", SqlDbType.Int){Direction = ParameterDirection.Output},
5016 new SqlParameter("@DependantID", dependent.DependantID),
5017 new SqlParameter("@ReferId", dependent.ReferId),
5018 new SqlParameter("@ClientRegistrationID", dependent.ClientRegistrationID),
5019 new SqlParameter("@Name", dependent.Name)
5020 };
5021 if (useTransaction)
5022 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, "tblUpdateDependant", tran, con, par); }
5023 else
5024 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "tblUpdateDependant", par); }
5025 completed = Convert.ToInt32(par[4] != null ? par[4].SqlValue.ToString() : "0");
5026
5027 }
5028
5029 return completed;
5030 }
5031
5032 // new 21/10/2014
5033 public int AddUpdateAdditionalProperty(tblAdditional_Property_Info addProp, bool useTransaction, SqlTransaction tran, SqlConnection con)
5034 {
5035 int completed = 0;
5036 string proc = (addProp.tblAdditional_Property_InfoID == 0 ? "tblInsertbltblAdditional_Property_Info" : "tblUpdateAdditional_Property_Info");
5037
5038 SqlParameter[] additionPro = new SqlParameter[14];
5039 additionPro[0] = new SqlParameter("@ReferId", addProp.ReferId);
5040 additionPro[1] = new SqlParameter("@Selling_Agents", addProp.Selling_Agents);
5041 additionPro[2] = new SqlParameter("@Solicitors", addProp.Solicitors);
5042 additionPro[3] = new SqlParameter("@Bank_Details", addProp.Bank_Details);
5043 additionPro[4] = new SqlParameter("@Additional_Info", addProp.Additional_Info);
5044 additionPro[5] = new SqlParameter("@IsActive", addProp.IsActive);
5045 additionPro[6] = new SqlParameter("@IsDeleted", addProp.IsDeleted);
5046 additionPro[7] = new SqlParameter("@AddDate", DateTime.Now);
5047 additionPro[8] = new SqlParameter("@EntryBy", addProp.EntryBy);
5048 additionPro[9] = new SqlParameter("@UpdateDate", DateTime.Now);
5049 additionPro[10] = new SqlParameter("@UpdateBy", addProp.UpdateBy);
5050 additionPro[11] = new SqlParameter("@result", SqlDbType.Int);
5051 additionPro[11].Direction = ParameterDirection.Output;
5052 additionPro[12] = new SqlParameter("@ClientRegistrationID", addProp.ClientRegistrationID);
5053 additionPro[13] = new SqlParameter("@tblAdditional_Property_InfoID", addProp.tblAdditional_Property_InfoID);
5054
5055 if (useTransaction)
5056 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, additionPro); }
5057 else
5058 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, additionPro); }
5059 // return 1 if executed successfully
5060 completed = Convert.ToInt32(additionPro[11] != null ? additionPro[11].SqlValue.ToString() : "0");
5061
5062 return completed;
5063 }
5064
5065 public int AddUpdateCurrentSavingArrangements(tblCurrent_Savings_Arrangements savings, bool useTransaction, SqlTransaction tran, SqlConnection con)
5066 {
5067 int completed = 0;
5068 string proc = (savings.Current_Savings_ArrangementsID == 0 ? "tblInsertCurrent_Savings_Arrangements" : "tblUpdateCurrent_Savings_Arrangements");
5069
5070 SqlParameter[] currSaving = new SqlParameter[15];
5071 currSaving[0] = new SqlParameter("@Current_Savings_ArrangementsID", savings.Current_Savings_ArrangementsID);
5072 currSaving[1] = new SqlParameter("@ReferId", savings.ReferId);
5073 currSaving[2] = new SqlParameter("@Total_Amount", savings.Total_Amount);
5074 currSaving[3] = new SqlParameter("@If_No_Fund", savings.If_No_Fund);
5075 currSaving[4] = new SqlParameter("@IsActive", savings.IsActive);
5076 currSaving[5] = new SqlParameter("@IsDeleted", savings.IsDeleted);
5077 currSaving[6] = new SqlParameter("@AddDate", DateTime.Now);
5078 currSaving[7] = new SqlParameter("@EntryBy", savings.EntryBy);
5079 currSaving[8] = new SqlParameter("@UpdateDate", DateTime.Now);
5080 currSaving[9] = new SqlParameter("@UpdateBy", savings.UpdateBy);
5081 currSaving[10] = new SqlParameter("@result", SqlDbType.Int);
5082 currSaving[10].Direction = ParameterDirection.Output;
5083 currSaving[11] = new SqlParameter("@ClientRegistrationID", savings.ClientRegistrationID);
5084 currSaving[12] = new SqlParameter("@FromDate", savings.FromDate);
5085 currSaving[13] = new SqlParameter("@ToDate", savings.ToDate);
5086 currSaving[14] = new SqlParameter("@AdditionalInfo", savings.AdditionalInfo);
5087
5088 if (useTransaction)
5089 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, currSaving); }
5090 else
5091 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, currSaving); }
5092 // return 1 if executed successfully
5093 completed = Convert.ToInt32(currSaving[10] != null ? currSaving[10].SqlValue.ToString() : "0");
5094 return completed;
5095 }
5096
5097 public int AddUpdateProtection(tblCurrent_Protection_Arrangements Protection, bool useTransaction, SqlTransaction tran, SqlConnection con)
5098 {
5099 int completed = 0;
5100 string proc = (Protection.Current_Protection_ArrangementsID == 0 ? "tblInserttblCurrent_Protection_Arrangements" : "tblUpdateCurrent_Protection_Arrangements");
5101
5102 SqlParameter[] protection = new SqlParameter[18];
5103 protection[0] = new SqlParameter("@Current_Protection_ArrangementsID", Protection.Current_Protection_ArrangementsID);
5104 protection[1] = new SqlParameter("@ReferId", Protection.ReferId);
5105 protection[2] = new SqlParameter("@Owner", Protection.Owner);
5106 protection[3] = new SqlParameter("@Type_Of_Policy", Protection.Type_Of_Policy);
5107 protection[4] = new SqlParameter("@Provider", Protection.Provider);
5108 protection[5] = new SqlParameter("@Sum_Assured", Protection.Sum_Assured);
5109 protection[6] = new SqlParameter("@Monthly_Premium", Protection.Monthly_Premium);
5110 protection[7] = new SqlParameter("@End_Date_Term", Protection.End_Date_Term);
5111 protection[8] = new SqlParameter("@In_Trust", Protection.In_Trust);
5112 protection[9] = new SqlParameter("@IsActive", Protection.IsActive);
5113 protection[10] = new SqlParameter("@IsDeleted", Protection.IsDeleted);
5114 protection[11] = new SqlParameter("@AddDate", DateTime.Now);
5115 protection[12] = new SqlParameter("@EntryBy", Protection.EntryBy);
5116 protection[13] = new SqlParameter("@UpdateDate", DateTime.Now);
5117 protection[14] = new SqlParameter("@UpdateBy", Protection.UpdateBy);
5118 protection[15] = new SqlParameter("@result", SqlDbType.Int);
5119 protection[15].Direction = ParameterDirection.Output;
5120 protection[16] = new SqlParameter("@ClientRegistrationID", Protection.ClientRegistrationID);
5121 protection[17] = new SqlParameter("@TypeofPolicyOther", Protection.TypeofPolicyOther);
5122
5123 if (useTransaction)
5124 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, protection); }
5125 else
5126 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, protection); }
5127 // return 1 if executed successfully
5128 completed = Convert.ToInt32(protection[15] != null ? protection[15].SqlValue.ToString() : "0");
5129 return completed;
5130 }
5131
5132 // Created on 20/01/2015
5133 //Add and Update Employment Benefit
5134
5135 public int AddUpdateEmploymentBenefit(tblEmployment_Benefit emp, bool useTransaction, SqlTransaction tran, SqlConnection con)
5136 {
5137 int completed = 0;
5138 string proc = (emp.Employment_BenefitID == 0 ? "tblInserttblEmployment_Benefit" : "tblUpdateEmployment_Benefit");
5139
5140 SqlParameter[] empBenefit = new SqlParameter[18];
5141 empBenefit[0] = new SqlParameter("@Employment_BenefitID", emp.Employment_BenefitID);
5142 empBenefit[1] = new SqlParameter("@ReferId", emp.ReferId);
5143 empBenefit[2] = new SqlParameter("@Sickness_Benefit", emp.Sickness_Benefit);
5144 empBenefit[3] = new SqlParameter("@Sikness_Amount_Payable", emp.Sikness_Amount_Payable);
5145 empBenefit[4] = new SqlParameter("@Death_In_Service", emp.Death_In_Service);
5146 empBenefit[5] = new SqlParameter("@Death_Amount_Payable", emp.Death_Amount_Payable);
5147 //empBenefit[6] = new SqlParameter("@Have_You_Made_A_Will", emp.Have_You_Made_A_Will);
5148 empBenefit[6] = new SqlParameter("@IsActive", emp.IsActive);
5149 empBenefit[7] = new SqlParameter("@IsDeleted", emp.IsDeleted);
5150 empBenefit[8] = new SqlParameter("@AddDate", DateTime.Now);
5151 empBenefit[9] = new SqlParameter("@EntryBy", emp.EntryBy);
5152 empBenefit[10] = new SqlParameter("@UpdateDate", DateTime.Now);
5153 empBenefit[11] = new SqlParameter("@UpdateBy", emp.UpdateBy);
5154 empBenefit[12] = new SqlParameter("@ClientRegistrationID", emp.ClientRegistrationID);
5155 empBenefit[13] = new SqlParameter("@result", SqlDbType.Int);
5156 empBenefit[13].Direction = ParameterDirection.Output;
5157 empBenefit[14] = new SqlParameter("@FromDate", emp.FromDate);
5158 empBenefit[15] = new SqlParameter("@ToDate", emp.ToDate);
5159 empBenefit[16] = new SqlParameter("@AdditionalInfo", emp.AdditionalInfo);
5160 if (useTransaction)
5161 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, empBenefit); }
5162 else
5163 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, empBenefit); }
5164 // return 1 if executed successfully
5165 completed = Convert.ToInt32(empBenefit[13] != null ? empBenefit[13].SqlValue.ToString() : "0");
5166 return completed;
5167 }
5168
5169 public int AddUpdatePensionInvestment(tblCurrent_Pension_Investment_Arrangements pension, bool useTransaction, SqlTransaction tran, SqlConnection con)
5170 {
5171 int completed = 0;
5172 string proc = (pension.tblCurrent_Pension_Investment_ArrangementsID == 0 ? "tblInserttblCurrent_Pension_Investment_Arrangements" : "tblUpdateCurrent_Pension_Investment_Arrangements");
5173
5174 SqlParameter[] pensionInv = new SqlParameter[17];
5175 pensionInv[0] = new SqlParameter("@tblCurrent_Pension_Investment_ArrangementsID", pension.tblCurrent_Pension_Investment_ArrangementsID);
5176 pensionInv[1] = new SqlParameter("@ReferId ", pension.ReferId);
5177 pensionInv[2] = new SqlParameter("@Owner", pension.Owner);
5178 pensionInv[3] = new SqlParameter("@Type_Of_Policy", pension.Type_Of_Policy);
5179 pensionInv[4] = new SqlParameter("@Provider", pension.Provider);
5180 pensionInv[5] = new SqlParameter("@Sum_Assured", pension.Sum_Assured);
5181 pensionInv[6] = new SqlParameter("@Monthly_Premium", pension.Monthly_Premium);
5182 pensionInv[7] = new SqlParameter("@End_Date_Term", pension.End_Date_Term);
5183 pensionInv[8] = new SqlParameter("@In_Trust", pension.In_Trust);
5184 pensionInv[9] = new SqlParameter("@IsActive", pension.IsActive);
5185 pensionInv[10] = new SqlParameter("@IsDeleted", pension.IsDeleted);
5186 pensionInv[11] = new SqlParameter("@AddDate", DateTime.Now);
5187 pensionInv[12] = new SqlParameter("@EntryBy", pension.EntryBy);
5188 pensionInv[13] = new SqlParameter("@UpdateDate", DateTime.Now);
5189 pensionInv[14] = new SqlParameter("@UpdateBy", pension.UpdateBy);
5190 pensionInv[15] = new SqlParameter("@ClientRegistrationID", pension.ClientRegistrationID);
5191 pensionInv[16] = new SqlParameter("@result", SqlDbType.Int);
5192 pensionInv[16].Direction = ParameterDirection.Output;
5193
5194 if (useTransaction)
5195 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, pensionInv); }
5196 else
5197 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, pensionInv); }
5198 // return 1 if executed successfully
5199 completed = Convert.ToInt32(pensionInv[16] != null ? pensionInv[16].SqlValue.ToString() : "0");
5200 return completed;
5201 }
5202
5203 public int AddUpdateCurrentBuildingContent(tblCurrent_Buildings_Contents_Arrangements building, bool useTransaction, SqlTransaction tran, SqlConnection con)
5204 {
5205 int completed = 0;
5206 string proc = (building.Current_Buildings_Contents_ArrangementsID == 0 ? "tblInsertCurrent_Buildings_Contents_Arrangements" : "tblUpdateCurrent_Buildings_Contents_Arrangements");
5207
5208 SqlParameter[] curBuilding = new SqlParameter[]{
5209 new SqlParameter("@Current_Buildings_Contents_ArrangementsID", building.Current_Buildings_Contents_ArrangementsID),
5210 new SqlParameter("@ReferId", building.ReferId),
5211 new SqlParameter("@Property_Insured", building.Property_Insured),
5212 new SqlParameter("@Owner", building.Owner),
5213 new SqlParameter("@Type_Of_Policy", building.Type_Of_Policy),
5214 new SqlParameter("@Provider", building.Provider),
5215 new SqlParameter("@Sum_Assured", building.Sum_Assured),
5216 new SqlParameter("@Monthly_Premium", building.Monthly_Premium),
5217 new SqlParameter("@Additional_Benefits", building.Additional_Benefits),
5218 new SqlParameter("@Rebuild_Value", building.Rebuild_Value),
5219 new SqlParameter("@Value_Of_Contents", building.Value_Of_Contents),
5220 new SqlParameter("@Specified_Items", building.Specified_Items),
5221 new SqlParameter("@Include", building.Include),
5222 new SqlParameter("@Excess", building.Excess),
5223 new SqlParameter("@Smoke_Alarm", building.Smoke_Alarm),
5224 new SqlParameter("@Free_From_Subsidence_Flooding", building.Free_From_Subsidence_Flooding),
5225 new SqlParameter("@Alarm", building.Alarm),
5226 new SqlParameter("@Locks_Fitted", building.Locks_Fitted),
5227 new SqlParameter("@Additional_Info", building.Additional_Info),
5228 new SqlParameter("@Further_Information", building.Further_Information),
5229 new SqlParameter("@Transfer_Foreign_Currencies_To_Sterling", building.Transfer_Foreign_Currencies_To_Sterling),
5230 new SqlParameter("@IsActive", building.IsActive),
5231 new SqlParameter("@IsDeleted", building.IsDeleted),
5232 new SqlParameter("@AddDate", DateTime.Now),
5233 new SqlParameter("@EntryBy", building.EntryBy),
5234 new SqlParameter("@UpdateDate", DateTime.Now),
5235 new SqlParameter("@UpdateBy", building.UpdateBy),
5236 new SqlParameter("@ClientRegistrationID", building.ClientRegistrationID),
5237 new SqlParameter("@result", SqlDbType.Int) { Direction=ParameterDirection.Output},
5238 new SqlParameter("@RenewalDate", !string.IsNullOrWhiteSpace(building.StrRenewalDate) ? Helper.GetDate(building.StrRenewalDate) : null)
5239 };
5240 // get output parameter
5241 var outPutparam = curBuilding.Where(x => x.Direction == ParameterDirection.Output).FirstOrDefault();
5242
5243 if (useTransaction)
5244 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, curBuilding); }
5245 else
5246 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, curBuilding); }
5247 // return 1 if executed successfully
5248 completed = Convert.ToInt32(outPutparam != null ? outPutparam.SqlValue.ToString() : "0");
5249 return completed;
5250 }
5251
5252 public DataSet GetCurrentBuildingContentList(int clientregistrationId)
5253 {
5254 SqlParameter[] Param = new SqlParameter[]
5255 {
5256 new SqlParameter("@ClientRegistrationID",clientregistrationId)
5257 };
5258 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GET_Current_Buildings_Contents_Arrangements", Param);
5259 return ds;
5260
5261 }
5262
5263 public void DeleteCurrentBuildingContent(int Current_Buildings_Contents_ArrangementsId)
5264 {
5265 SqlParameter[] Param = new SqlParameter[] { new SqlParameter("@Current_Buildings_Contents_ArrangementsId", Current_Buildings_Contents_ArrangementsId) };
5266
5267 var command = "delete from tblCurrent_Buildings_Contents_Arrangements where Current_Buildings_Contents_ArrangementsId = @Current_Buildings_Contents_ArrangementsId";
5268 SqlHelper.ExecuteNonQuery(CommandType.Text, command, Param);
5269
5270
5271 }
5272
5273 public int AddUpdateMortgageRequirementFactors(tblMortgage_Requirement_Factors mortgage, bool useTransaction, SqlTransaction tran, SqlConnection con)
5274 {
5275 int completed = 0;
5276 string proc = (mortgage.Mortgage_Requirement_FactorsID == 0 ? "tblInsertblMortgage_Requirement_Factors" : "tblUpdateMortgage_Requirement_Factors");
5277
5278 SqlParameter[] mortgageReq = new SqlParameter[26];
5279 mortgageReq[0] = new SqlParameter("@Mortgage_Requirement_FactorsID", mortgage.Mortgage_Requirement_FactorsID);
5280 mortgageReq[1] = new SqlParameter("@ReferId", mortgage.ReferId);
5281 mortgageReq[2] = new SqlParameter("@Type_Of_Rate", mortgage.Type_Of_Rate);
5282 mortgageReq[3] = new SqlParameter("@Term_Of_Deal_Period", mortgage.Term_Of_Deal_Period);
5283 mortgageReq[4] = new SqlParameter("@Add_Fees", mortgage.Add_Fees);
5284 mortgageReq[5] = new SqlParameter("@Free_Valuation", mortgage.Free_Valuation);
5285 mortgageReq[6] = new SqlParameter("@Free_Solicitors", mortgage.Free_Solicitors);
5286 mortgageReq[7] = new SqlParameter("@Offset", mortgage.Offset);
5287 mortgageReq[8] = new SqlParameter("@Speed_Of_Completion", mortgage.Speed_Of_Completion);
5288 mortgageReq[9] = new SqlParameter("@No_Booking_Arrangement_Fee", mortgage.No_Booking_Arrangement_Fee);
5289 mortgageReq[10] = new SqlParameter("@Flexible", mortgage.Flexible);
5290 mortgageReq[11] = new SqlParameter("@Lowest_Monthly_Payment", mortgage.Lowest_Monthly_Payment);
5291 mortgageReq[12] = new SqlParameter("@Lowest_APR", mortgage.Lowest_APR);
5292 mortgageReq[13] = new SqlParameter("@Lowest_Cost_Over_Term", mortgage.Lowest_Cost_Over_Term);
5293 mortgageReq[14] = new SqlParameter("@Capped_Upper_Limit", mortgage.Capped_Upper_Limit);
5294 mortgageReq[15] = new SqlParameter("@Access_To_Cash_Back", mortgage.Access_To_Cash_Back);
5295 mortgageReq[16] = new SqlParameter("@No_ERP", mortgage.No_ERP);
5296 mortgageReq[17] = new SqlParameter("@How_Will_You_Repay_The_Mortgage", mortgage.How_Will_You_Repay_The_Mortgage);
5297 mortgageReq[18] = new SqlParameter("@IsActive", mortgage.IsActive);
5298 mortgageReq[19] = new SqlParameter("@IsDeleted", mortgage.IsDeleted);
5299 mortgageReq[20] = new SqlParameter("@AddDate", DateTime.Now);
5300 mortgageReq[21] = new SqlParameter("@EntryBy", mortgage.EntryBy);
5301 mortgageReq[22] = new SqlParameter("@UpdateDate", DateTime.Now);
5302 mortgageReq[23] = new SqlParameter("@UpdateBy", mortgage.UpdateBy);
5303 mortgageReq[24] = new SqlParameter("@ClientRegistrationID", mortgage.ClientRegistrationID);
5304 mortgageReq[25] = new SqlParameter("@result", SqlDbType.Int);
5305 mortgageReq[25].Direction = ParameterDirection.Output;
5306
5307
5308 if (useTransaction)
5309 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, mortgageReq); }
5310 else
5311 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, mortgageReq); }
5312 // return 1 if executed successfully
5313 completed = Convert.ToInt32(mortgageReq[24] != null ? mortgageReq[24].SqlValue.ToString() : "0");
5314 return completed;
5315 }
5316
5317 public int GetRegistar(string Email, string Password, bool useTransaction, SqlTransaction tran, SqlConnection con)
5318 {
5319
5320 int completed = 0;
5321 try
5322 {
5323 SqlParameter[] sqlParameter = new SqlParameter[3];
5324
5325 sqlParameter[0] = new SqlParameter("@UserName", Email);
5326 sqlParameter[1] = new SqlParameter("@Password", Password);
5327
5328 sqlParameter[2] = new SqlParameter("@ClientRegistrationID", SqlDbType.Int);
5329 sqlParameter[2].Direction = ParameterDirection.Output;
5330
5331
5332 SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "GetClientRegistrationID", sqlParameter);
5333
5334 // return 1 if executed successfully
5335 completed = Convert.ToInt32(sqlParameter[2] != null ? sqlParameter[2].SqlValue.ToString() : "0");
5336 }
5337 catch { }
5338 return completed;
5339
5340
5341
5342 }
5343 public DataSet GetClientRegistrationID(Int32 ClientRegistrationID)
5344 {
5345
5346 SqlParameter[] Param = new SqlParameter[1];
5347 Param[0] = new SqlParameter("@ClientRegistrationID", ClientRegistrationID);
5348 // commented on 20/10/2014
5349 // DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "ClientRegistrationID", Param);
5350 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "GetClientRegistrationListV1", Param);
5351 return ds;
5352 }
5353
5354 // get commitments
5355 public DataSet GetCommitments(int ClientRegistrationID)
5356 {
5357 SqlParameter[] Param = new SqlParameter[]
5358 {
5359 new SqlParameter("@ClientRegistrationID",ClientRegistrationID)
5360 };
5361 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GelCommitmentList", Param);
5362 return ds;
5363 }
5364
5365 public int DeleteCommitments(int id)
5366 {
5367 int result;
5368 SqlParameter[] Param = new SqlParameter[]
5369 {
5370 new SqlParameter("@CurrentCommitmentsId",id)
5371 };
5372 result = SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_DeleteCommitments", Param);
5373 return result;
5374 }
5375
5376 // get residential mortgage
5377 public DataSet GetResidentialMortgage(int ClientRegistrationID)
5378 {
5379 SqlParameter[] Param = new SqlParameter[]
5380 {
5381 new SqlParameter("@ClientRegistrationID",ClientRegistrationID)
5382 };
5383 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GetResidentialMortgage", Param);
5384 return ds;
5385 }
5386 public int DeleteResidentialMortgage(int id)
5387 {
5388 int completed = 0;
5389 SqlParameter[] Param = new SqlParameter[]
5390 {
5391 new SqlParameter("@ResidentialMortgageID",id)
5392 };
5393 completed = SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_DeleteResidentialMortgage", Param);
5394 return completed;
5395 }
5396
5397 // New Mortgage Property Details created on 19/01/2015
5398 public DataSet GetNewMortgagePropertyDetails(int ClientRegistrationID)
5399 {
5400 SqlParameter[] Param = new SqlParameter[]
5401 {
5402 new SqlParameter("@ClientRegistrationID",ClientRegistrationID)
5403 };
5404 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GetNewMortgagePropertyDetails", Param);
5405 return ds;
5406 }
5407 public int DeleteNewMortgagePropertyDetails(int id)
5408 {
5409 int result;
5410 SqlParameter[] Param = new SqlParameter[]
5411 {
5412 new SqlParameter("@ID",id)
5413 };
5414 result = SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_DeleteNewMortgagePropertyDetails", Param);
5415 return result;
5416 }
5417
5418 public DataSet GetNewMortgagePropertyAddress(int id)
5419 {
5420 SqlParameter[] Param = new SqlParameter[]
5421 {
5422 new SqlParameter("@tblAdditional_Property_InfoID",id)
5423 };
5424
5425 DataSet ds = SqlHelper.ExecuteDataset(CommandType.Text, "select * from tblAdditional_Property_Info where tblAdditional_Property_InfoID=@tblAdditional_Property_InfoID", Param);
5426 return ds;
5427
5428 }
5429
5430 // Investment Portfolio
5431
5432 public DataSet GetInvestmentPortfolio(int ClientRegistrationID)
5433 {
5434 SqlParameter[] Param = new SqlParameter[]
5435 {
5436 new SqlParameter("@ClientRegistrationID",ClientRegistrationID)
5437 };
5438 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GetOtherMortgage", Param);
5439 return ds;
5440 }
5441 public void DeleteInvestmentPortfolio(int id)
5442 {
5443 SqlParameter[] Param = new SqlParameter[]
5444 {
5445 new SqlParameter("@Other_MortgagesID",id)
5446 };
5447 SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_DeleteOtherMortgage", Param);
5448 }
5449
5450 // current protection
5451 public DataSet GetCurrentProtection(int ClientRegistrationID)
5452 {
5453 SqlParameter[] Param = new SqlParameter[]
5454 {
5455 new SqlParameter("@ClientRegistrationID",ClientRegistrationID)
5456 };
5457 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GetCurrentProtection", Param);
5458 return ds;
5459 }
5460 public void DeleteCurrentProtection(int id)
5461 {
5462 SqlParameter[] Param = new SqlParameter[]
5463 {
5464 new SqlParameter("@Current_Protection_ArrangementsID",id)
5465 };
5466 SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_DeleteCurrentProtection", Param);
5467 }
5468
5469 //// Employment Benefit 20-01-2015
5470 //public DataSet GetEmploymentBenefit(int ClientRegistrationID)
5471 //{
5472 // SqlParameter[] Param = new SqlParameter[]
5473 // {
5474 // new SqlParameter("@ClientRegistrationID",ClientRegistrationID)
5475 // };
5476 // DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GetEmploymentBenefit", Param);
5477 // return ds;
5478 //}
5479 //public void DeleteEmploymentBenefit(int id)
5480 //{
5481 // SqlParameter[] Param = new SqlParameter[]
5482 // {
5483 // new SqlParameter("@EmploymentBenefitID",id)
5484 // };
5485 // SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_DeleteEmploymentBenefit", Param);
5486 //}
5487
5488
5489 // current pension arrangements
5490
5491 public DataSet GetCurrentPensionInvestments(int ClientRegistrationID)
5492 {
5493 SqlParameter[] Param = new SqlParameter[]
5494 {
5495 new SqlParameter("@ClientRegistrationID",ClientRegistrationID)
5496 };
5497 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GetCurrentPensionInvestments", Param);
5498 return ds;
5499 }
5500
5501 public void DeleteCurrentPensionInvestments(int id)
5502 {
5503 SqlParameter[] Param = new SqlParameter[]
5504 {
5505 new SqlParameter("@tblCurrent_Pension_Investment_ArrangementsID",id)
5506 };
5507 SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_DeleteCurrentPensionInvestments", Param);
5508 }
5509
5510
5511 public int UpdateMortgageFact()
5512 {
5513 return 0;
5514 }
5515
5516 // update contactid into client registration
5517 public int UpdateContactIDToClient(int contactid, int clientregistrationid)
5518 {
5519 SqlParameter[] par = new SqlParameter[]
5520 {
5521 new SqlParameter("@ContactId",contactid),
5522 new SqlParameter("@ClientRegistrationID",clientregistrationid)
5523 };
5524 return SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "proc_UpdateClientID", par);
5525 }
5526
5527
5528 // update contactid into client registration
5529 public int DeactivateClientRegistrationOnUpdateByClient(int contactid, int clientregistrationid)
5530 {
5531 SqlParameter[] par = new SqlParameter[]
5532 {
5533 new SqlParameter("@ContactId",contactid),
5534 new SqlParameter("@ClientRegistrationID",clientregistrationid)
5535 };
5536 return SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "DeactivateClientRegistrationOnUpdateByClient", par);
5537 }
5538
5539 public void DeleteAddress(int addressID)
5540 {
5541 SqlParameter[] Param = new SqlParameter[]
5542 {
5543 new SqlParameter("@FactFindAddressID",addressID)
5544 };
5545 SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_DeleteAddress", Param);
5546
5547 }
5548
5549 public void DeleteDependent(int dependentid)
5550 {
5551 SqlParameter[] Param = new SqlParameter[]
5552 {
5553 new SqlParameter("@DependentID",dependentid)
5554 };
5555 SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_DeleteDependent", Param);
5556
5557 }
5558
5559 public DataSet GetApplicantsAddressForMortgage(int clientregistrationid)
5560 {
5561 SqlParameter[] par = new SqlParameter[]
5562 {
5563 new SqlParameter("@ClientRegistrationID",clientregistrationid)
5564 };
5565 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GetApplcantsAddressesForMortgage", par);
5566 return ds;
5567 }
5568 public DataSet GetUser(int ClientRegistrationID)
5569 {
5570 SqlParameter[] Param = new SqlParameter[]
5571 {
5572 new SqlParameter("@ClientRegistrationID",ClientRegistrationID)
5573 };
5574 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "sp_EquityUserDetail", Param);
5575 return ds;
5576 }
5577
5578 public DataSet GetPropertyList(int ClientRegistrationID)
5579 {
5580 SqlParameter[] Param = new SqlParameter[]
5581 {
5582 new SqlParameter("@ClientRegistrationID",ClientRegistrationID)
5583 };
5584 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "sp_EquityPropertyDetails", Param);
5585 return ds;
5586 }
5587
5588 public DataSet GetPropertyAddressList(string postcode)
5589 {
5590 SqlParameter[] Param = new SqlParameter[]
5591 {
5592 new SqlParameter("@postcode",postcode)
5593 };
5594 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "sp_EquityAddressDetails", Param);
5595 return ds;
5596 }
5597
5598 public DataSet GetNewlyAddedPropertyList(int MortgageId)
5599 {
5600 SqlParameter[] Param = new SqlParameter[]
5601 {
5602 new SqlParameter("@MortgageId",MortgageId)
5603 };
5604 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "sp_EquityPropertyDetailsByMortgageId", Param);
5605 return ds;
5606 }
5607
5608 /***********************************************************************
5609 * Methods for Fact Find
5610 *
5611 *
5612 *
5613 *
5614 * Created On : 17/11/2014
5615 * *********************************************************************/
5616
5617 public int FactFind_AddEmploymentAndIncome(tblEmploymentAndIncome employmentAndIncome, bool useTransaction, SqlTransaction tran, SqlConnection con)
5618 {
5619 int completed;
5620 string proc = "FactFind_InsertUpdateEmploymentAndIncome";
5621
5622 SqlParameter[] empandInc = new SqlParameter[29];
5623 empandInc[0] = new SqlParameter("@ClientRegistrationID", employmentAndIncome.ClientRegistrationID);
5624 empandInc[1] = new SqlParameter("@JobTitle", employmentAndIncome.JobTitle);
5625 empandInc[2] = new SqlParameter("@NatureOfOccupation", employmentAndIncome.NatureOfOccupation);
5626 empandInc[3] = new SqlParameter("@NINumber", employmentAndIncome.NINumber);
5627 empandInc[4] = new SqlParameter("@AnticipatedRetirementAge", employmentAndIncome.AnticipatedRetirementAge);
5628 empandInc[5] = new SqlParameter("@EmploymentStatus", employmentAndIncome.EmploymentStatus);
5629 empandInc[6] = new SqlParameter("@ProbationPeriod", employmentAndIncome.ProbationPeriod);
5630 empandInc[7] = new SqlParameter("@NameOfEmployer", employmentAndIncome.NameOfEmployer);
5631 empandInc[8] = new SqlParameter("@AddressOfEmployer", employmentAndIncome.AddressOfEmployer);
5632 empandInc[9] = new SqlParameter("@AnnualCommission", employmentAndIncome.AnnualCommission);
5633 empandInc[10] = new SqlParameter("@AnnualOvertime", employmentAndIncome.AnnualOvertime);
5634 empandInc[11] = new SqlParameter("@Other", employmentAndIncome.Other);
5635 empandInc[12] = new SqlParameter("@GrossTotal", employmentAndIncome.GrossTotal);
5636 empandInc[13] = new SqlParameter("@GrossMonthly", employmentAndIncome.GrossMonthly);
5637 empandInc[14] = new SqlParameter("@IsActive", employmentAndIncome.IsActive);
5638 empandInc[15] = new SqlParameter("@IsDeleted", employmentAndIncome.IsDeleted);
5639 empandInc[16] = new SqlParameter("@AddDate", DateTime.Now);
5640 empandInc[17] = new SqlParameter("@EntryBy", employmentAndIncome.EntryBy);
5641 empandInc[18] = new SqlParameter("@UpdateDate", DateTime.Now);
5642 empandInc[19] = new SqlParameter("@UpdateBy", employmentAndIncome.UpdateBy);
5643 empandInc[20] = new SqlParameter("@GrossBasicSalary", employmentAndIncome.GrossBasicSalary);
5644 empandInc[21] = new SqlParameter("@PeriodWithEmployer", employmentAndIncome.PeriodWithEmployer);
5645 empandInc[22] = new SqlParameter("@result", SqlDbType.Int);
5646 empandInc[22].Direction = ParameterDirection.Output;
5647
5648 // add id column
5649 empandInc[23] = new SqlParameter("@EmploymentIncomeId", employmentAndIncome.EmploymentIncomeId);
5650 empandInc[24] = new SqlParameter("@ReferId", employmentAndIncome.ReferId);
5651 // bonus
5652 empandInc[25] = new SqlParameter("@BonusY1", employmentAndIncome.BonusY1);
5653 empandInc[26] = new SqlParameter("@BonusY2", employmentAndIncome.BonusY2);
5654 empandInc[27] = new SqlParameter("@BonusY3", employmentAndIncome.BonusY3);
5655 empandInc[28] = new SqlParameter("@PreviousAddressOfEmployer", employmentAndIncome.PreviousAddressOfEmployer);
5656
5657 if (useTransaction)
5658 { SqlHelper.ExecuteNonQueryWithTransaction(CommandType.StoredProcedure, proc, tran, con, empandInc); }
5659 else
5660 { SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, proc, empandInc); }
5661
5662 // return 1 if executed successfully
5663 completed = Convert.ToInt32(empandInc[22] != null ? empandInc[22].SqlValue.ToString() : "0");
5664
5665
5666 return completed;
5667
5668 }
5669
5670
5671 // get commitments
5672
5673
5674 public DataSet GetSelfEmployment(int ClientRegistrationID)
5675 {
5676 SqlParameter[] Param = new SqlParameter[]
5677 {
5678 new SqlParameter("@clientRegistrationID",ClientRegistrationID)
5679 };
5680 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GetSelfEmployed", Param);
5681 return ds;
5682 }
5683
5684 public void DeleteSelfEmployment(int id, string TypeOfEmployment)
5685 {
5686 SqlParameter[] Param = new SqlParameter[]
5687 {
5688 new SqlParameter("@selfEmployedId",id),
5689 new SqlParameter("@typeOfEmployment",TypeOfEmployment)
5690 };
5691 SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_DeleteSelfEmployed", Param);
5692
5693 }
5694 public DataSet GetEmploymentAndIncome(int ClientRegistrationID)
5695 {
5696 SqlParameter[] Param = new SqlParameter[]
5697 {
5698 new SqlParameter("@clientRegistrationID",ClientRegistrationID)
5699 };
5700 DataSet ds = SqlHelper.ExecuteDataset(CommandType.StoredProcedure, "FactFind_GetEmploymentAndIncome", Param);
5701 return ds;
5702 }
5703
5704 public void DeleteEmploymentIncome(int id)
5705 {
5706 SqlParameter[] Param = new SqlParameter[]
5707 {
5708 new SqlParameter("@employmentAndIncomeId",id)
5709 };
5710 SqlHelper.ExecuteNonQuery(CommandType.StoredProcedure, "FactFind_DeleteEmploymentAndIncome", Param);
5711
5712 }
5713 //end block DeleteEmploymentIncome
5714
5715
5716 // 02 06 2015
5717
5718
5719 public List<tblUnEmployment> GetUnEmploymentList(int ClientRegistrationID, int UnEmploymentID)
5720 {
5721 string command = "";
5722 SqlParameter[] Param = new SqlParameter[]
5723 {
5724 new SqlParameter("@ClientRegistrationID",ClientRegistrationID) ,
5725 new SqlParameter("@UnEmploymentID",UnEmploymentID)
5726
5727 };
5728
5729 if (UnEmploymentID == 0)
5730 {
5731 command = "select * from tblUnEmployment where ClientRegistrationID=@ClientRegistrationID";
5732 }
5733 else
5734 {
5735
5736 command = "select * from tblUnEmployment where ClientRegistrationID=@ClientRegistrationID and UnEmploymentID=@UnEmploymentID";
5737 }
5738
5739 DataSet ds = SqlHelper.ExecuteDataset(CommandType.Text, command, Param);
5740
5741 return Occfinance.Code.DataTableHelper.CreateListFromTableForAll<tblUnEmployment>(ds.Tables[0]).ToList<tblUnEmployment>();
5742
5743 }
5744 public List<tblSelfEmployed> GetSelfEmployedList(int ClientRegistrationID, int SelfEmployedId)
5745 {
5746 string command = "";
5747 SqlParameter[] Param = new SqlParameter[]
5748 {
5749 new SqlParameter("@ClientRegistrationID",ClientRegistrationID) ,
5750 new SqlParameter("@SelfEmployedId",SelfEmployedId)
5751
5752 };
5753
5754 if (SelfEmployedId == 0)
5755 {
5756 command = "select * from tblSelfEmployed where ClientRegistrationID=@ClientRegistrationID";
5757 }
5758 else
5759 {
5760
5761 command = "select * from tblSelfEmployed where ClientRegistrationID=@ClientRegistrationID and SelfEmployedId=@SelfEmployedId";
5762 }
5763
5764 DataSet ds = SqlHelper.ExecuteDataset(CommandType.Text, command, Param);
5765
5766 return Occfinance.Code.DataTableHelper.CreateListFromTableForAll<tblSelfEmployed>(ds.Tables[0]).ToList<tblSelfEmployed>();
5767
5768 }
5769
5770 public int AddUpdateUnEmployed(tblUnEmployment model)
5771 {
5772 var command = "";
5773 int result;
5774 SqlParameter[] Param = new SqlParameter[]
5775 {
5776
5777 new SqlParameter("@UnEmploymentID",model.UnEmploymentID) ,
5778 new SqlParameter("@ClientRegistrationID",model.ClientRegistrationID) ,
5779 new SqlParameter("@DateOfUnEmployment",!string.IsNullOrWhiteSpace(model.StrDateOfUnemployment) ? Helper.GetDate(model.StrDateOfUnemployment) : null),
5780 new SqlParameter("@DateOfReemployment",!string.IsNullOrWhiteSpace(model.StrDateOfReemployment) ? Helper.GetDate(model.StrDateOfReemployment) : null),
5781 new SqlParameter("@ReasonForUnemployment",model.ReasonForUnemployment),
5782 new SqlParameter("@IsActive",true) ,
5783 new SqlParameter("@UpdatedDate",DateTime.Now),
5784 new SqlParameter("@UpdatedBy",""),
5785 // new SqlParameter("@Retired", !string.IsNullOrWhiteSpace(model.Retired) ? model.Retired : "no value")
5786 new SqlParameter("@Retired", model.Retired)
5787 };
5788
5789 if (model.UnEmploymentID == 0)
5790 {
5791 command = @"insert into
5792 tblUnEmployment
5793 (
5794 ClientRegistrationID,
5795 DateOfUnEmployment,
5796 DateOfReemployment,
5797 ReasonForUnemployment,
5798 IsActive,
5799 UpdatedDate,
5800 UpdatedBy,
5801 Retired
5802 )
5803 values
5804 (
5805 @ClientRegistrationID,
5806 @DateOfUnEmployment,
5807 @DateOfReemployment,
5808 @ReasonForUnemployment,
5809 @IsActive,
5810 @UpdatedDate,
5811 @UpdatedBy,
5812 @Retired
5813 )";
5814
5815 }
5816 else
5817 {
5818 command = @"update tblUnEmployment
5819 set
5820 ClientRegistrationID= @ClientRegistrationID,
5821 DateOfUnEmployment=@DateOfUnEmployment,
5822 DateOfReemployment=@DateOfReemployment,
5823 ReasonForUnemployment=@ReasonForUnemployment,
5824 IsActive= @IsActive,
5825 UpdatedDate=@UpdatedDate,
5826 UpdatedBy= @UpdatedBy,
5827 Retired = @Retired
5828 where UnEmploymentID= @UnEmploymentID
5829 ";
5830 }
5831
5832 result = SqlHelper.ExecuteNonQuery(CommandType.Text, command, Param);
5833 return result;
5834 }
5835
5836
5837 public int AddUpdateSelfEmployed(tblSelfEmployed model)
5838 {
5839 var command = "";
5840 int result;
5841 SqlParameter[] param = new SqlParameter[]
5842 {
5843
5844 new SqlParameter("@SelfEmployedId",model.SelfEmployedId),
5845 new SqlParameter("@ClientRegistrationID",model.ClientRegistrationID),
5846 new SqlParameter("@TypeOfSelfEmployment",model.TypeOfSelfEmployment),
5847 new SqlParameter("@NameOfComapany",model.NameOfComapany),
5848 new SqlParameter("@Shareholding",model.Shareholding),
5849 new SqlParameter("@Position",model.Position),
5850 new SqlParameter("@IncorporationDate", model.IncorporationDate), // TODO : casting
5851 new SqlParameter("@IsActive",true),
5852 new SqlParameter("@AddDate",DateTime.Now),
5853 new SqlParameter("@UpdateDate",null),
5854 new SqlParameter("@OtherIncomeInfo",model.OtherIncomeInfo),
5855 new SqlParameter("@AccountantFName",model.AccountantFName),
5856 new SqlParameter("@AccountantIContact",model.AccountantIContact),
5857 new SqlParameter("@AccountantPhone",model.AccountantPhone),
5858 new SqlParameter("@AccountantFAX",model.AccountantFAX),
5859 new SqlParameter("@AccountantQualification",model.AccountantQualification),
5860 new SqlParameter("@TurnoverY1",model.TurnoverY1),
5861 new SqlParameter("@TurnoverY2",model.TurnoverY2),
5862 new SqlParameter("@TurnoverY3",model.TurnoverY3),
5863 new SqlParameter("@NetProfitY1",model.NetProfitY1),
5864 new SqlParameter("@NetProfitY2",model.NetProfitY2),
5865 new SqlParameter("@NetProfitY3",model.NetProfitY3),
5866 new SqlParameter("@SalaryY1",model.SalaryY1),
5867 new SqlParameter("@SalaryY2",model.SalaryY2),
5868 new SqlParameter("@SalaryY3",model.SalaryY3),
5869 new SqlParameter("@DividendsY1",model.DividendsY1),
5870 new SqlParameter("@DividendsY2",model.DividendsY2),
5871 new SqlParameter("@DividendsY3",model.DividendsY3),
5872 new SqlParameter("@DateOfUnemployment",model.DateOfReemployment), // TODO : casting
5873 new SqlParameter("@DateOfReemployment",model.DateOfReemployment), // TODO : casting
5874 new SqlParameter("@ReasonForUnemployment",model.ReasonForUnemployment),
5875 new SqlParameter("@FirmName",model.FirmName),
5876 new SqlParameter("@IndividualContact",model.IndividualContact),
5877 new SqlParameter("@PhoneNo",model.PhoneNo),
5878 new SqlParameter("@Fax",model.Fax),
5879 new SqlParameter("@Qualification",model.Qualification)
5880 };
5881
5882 if (model.SelfEmployedId == 0)
5883 {
5884 command = @"INSERT INTO [dbo].[tblSelfEmployed]
5885 ([ClientRegistrationID]
5886 ,[TypeOfSelfEmployment]
5887 ,[NameOfComapany]
5888 ,[Shareholding]
5889 ,[Position]
5890 ,[IncorporationDate]
5891 ,[IsActive]
5892 ,[AddDate]
5893 ,[UpdateDate]
5894 ,[OtherIncomeInfo]
5895 ,[AccountantFName]
5896 ,[AccountantIContact]
5897 ,[AccountantPhone]
5898 ,[AccountantFAX]
5899 ,[AccountantQualification]
5900 ,[TurnoverY1]
5901 ,[TurnoverY2]
5902 ,[TurnoverY3]
5903 ,[NetProfitY1]
5904 ,[NetProfitY2]
5905 ,[NetProfitY3]
5906 ,[SalaryY1]
5907 ,[SalaryY2]
5908 ,[SalaryY3]
5909 ,[DividendsY1]
5910 ,[DividendsY2]
5911 ,[DividendsY3]
5912 ,[DateOfUnemployment]
5913 ,[DateOfReemployment]
5914 ,[ReasonForUnemployment]
5915 ,[FirmName]
5916 ,[IndividualContact]
5917 ,[PhoneNo]
5918 ,[Fax]
5919 ,[Qualification])
5920 VALUES
5921 (
5922 @ClientRegistrationID
5923 ,@TypeOfSelfEmployment
5924 ,@NameOfComapany
5925 ,@Shareholding
5926 ,@Position
5927 ,@IncorporationDate
5928 ,@IsActive
5929 ,@AddDate
5930 ,@UpdateDate
5931 ,@OtherIncomeInfo
5932 ,@AccountantFName
5933 ,@AccountantIContact
5934 ,@AccountantPhone
5935 ,@AccountantFAX
5936 ,@AccountantQualification
5937 ,@TurnoverY1
5938 ,@TurnoverY2
5939 ,@TurnoverY3
5940 ,@NetProfitY1
5941 ,@NetProfitY2
5942 ,@NetProfitY3
5943 ,@SalaryY1
5944 ,@SalaryY2
5945 ,@SalaryY3
5946 ,@DividendsY1
5947 ,@DividendsY2
5948 ,@DividendsY3
5949 ,@DateOfUnemployment
5950 ,@DateOfReemployment
5951 ,@ReasonForUnemployment
5952 ,@FirmName
5953 ,@IndividualContact
5954 ,@PhoneNo
5955 ,@Fax
5956 ,@Qualification
5957 )";
5958 }
5959 else
5960 {
5961 command = @"update tblSelfEmployed
5962 set [ClientRegistrationID] = @ClientRegistrationID
5963 ,[TypeOfSelfEmployment]=@TypeOfSelfEmployment
5964 ,[NameOfComapany] =@NameOfComapany
5965 ,[Shareholding] =@Shareholding
5966 ,[Position] =@Position
5967 ,[IncorporationDate] =@IncorporationDate
5968 ,[IsActive] =@IsActive
5969 ,[AddDate] =@AddDate
5970 ,[UpdateDate] =@UpdateDate
5971 ,[OtherIncomeInfo] =@OtherIncomeInfo
5972 ,[AccountantFName] =@AccountantFName
5973 ,[AccountantIContact] =@AccountantIContact
5974 ,[AccountantPhone] =@AccountantPhone
5975 ,[AccountantFAX] =@AccountantFAX
5976 ,[AccountantQualification]=@AccountantQualification
5977 ,[TurnoverY1] =@TurnoverY1
5978 ,[TurnoverY2] =@TurnoverY2
5979 ,[TurnoverY3] =@TurnoverY3
5980 ,[NetProfitY1]=@NetProfitY1
5981 ,[NetProfitY2]=@NetProfitY2
5982 ,[NetProfitY3]=@NetProfitY3
5983 ,[SalaryY1] =@SalaryY1
5984 ,[SalaryY2] =@SalaryY2
5985 ,[SalaryY3]=@SalaryY3
5986 ,[DividendsY1]=@DividendsY1
5987 ,[DividendsY2]=@DividendsY2
5988 ,[DividendsY3]=@DividendsY3
5989 ,[DateOfUnemployment] =@DateOfUnemployment
5990 ,[DateOfReemployment]=@DateOfReemployment
5991 ,[ReasonForUnemployment] =@ReasonForUnemployment
5992 ,[FirmName]=@FirmName
5993 ,[IndividualContact]=@IndividualContact
5994 ,[PhoneNo] =@PhoneNo
5995 ,[Fax] =@Fax
5996 ,[Qualification] =@Qualification
5997 where SelfEmployedId= @SelfEmployedId";
5998 }
5999 result = SqlHelper.ExecuteNonQuery(CommandType.Text, command, param);
6000 return result;
6001 }
6002
6003 public int DeleteUnEmployed(int UnEmploymentID)
6004 {
6005 int result;
6006 SqlParameter[] Param = new SqlParameter[] { new SqlParameter("@UnEmploymentID", UnEmploymentID) };
6007
6008 var command = "delete from tblUnEmployment where UnEmploymentID = @UnEmploymentID";
6009 result = SqlHelper.ExecuteNonQuery(CommandType.Text, command, Param);
6010 return result;
6011 }
6012
6013 public int DeleteEmployed(int EmploymentAndIncomeID)
6014 {
6015 int result;
6016 SqlParameter[] Param = new SqlParameter[] { new SqlParameter("@EmploymentAndIncomeID", EmploymentAndIncomeID) };
6017
6018 var command = "delete from tblEmploymentAndIncome where EmploymentIncomeID = @EmploymentAndIncomeID";
6019 result = SqlHelper.ExecuteNonQuery(CommandType.Text, command, Param);
6020 return result;
6021 }
6022
6023 public int DeleteSelfEmployed(int SelfEmployedId)
6024 {
6025 int result;
6026 SqlParameter[] Param = new SqlParameter[] { new SqlParameter("@SelfEmployedId", SelfEmployedId) };
6027
6028 var command = "delete from tblSelfEmployed where SelfEmployedId = @SelfEmployedId";
6029 result = SqlHelper.ExecuteNonQuery(CommandType.Text, command, Param);
6030 return result;
6031 }
6032
6033 // employed [employment and income]
6034
6035 public List<tblEmploymentAndIncome> GetEmployedList(int ClientRegistrationID, int EmploymentAndIncomeID)
6036 {
6037 string command = "";
6038 SqlParameter[] Param = new SqlParameter[]
6039 {
6040 new SqlParameter("@ClientRegistrationID",ClientRegistrationID) ,
6041 new SqlParameter("@EmploymentAndIncomeID",EmploymentAndIncomeID)
6042
6043 };
6044
6045 if (EmploymentAndIncomeID == 0)
6046 {
6047 command = "select * from tblEmploymentAndIncome where ClientRegistrationID=@ClientRegistrationID";
6048 }
6049 else
6050 {
6051
6052 command = "select * from tblEmploymentAndIncome where ClientRegistrationID=@ClientRegistrationID and EmploymentIncomeID=@EmploymentAndIncomeID";
6053 }
6054
6055 DataSet ds = SqlHelper.ExecuteDataset(CommandType.Text, command, Param);
6056
6057 return Occfinance.Code.DataTableHelper.CreateListFromTableForAll<tblEmploymentAndIncome>(ds.Tables[0]).ToList<tblEmploymentAndIncome>();
6058
6059 }
6060
6061
6062 }
6063
6064
6065 /*****************************************************
6066 DataTable helper for MortgageFactFind
6067 Created On : 20/10/2014
6068 Ref :http://www.mroma.net/blog/c-helper-functions-to-map-a-datatable-or-datarow-to-a-class-object/
6069 Modified for Defalut listing objects
6070 ******************************************************/
6071
6072 public static class DataTableHelper
6073 {
6074
6075 // function that set the given object from the given data row
6076 public static void SetItemFromRow<T>(T item, DataRow row)
6077 where T : new()
6078 {
6079 // go through each column
6080 foreach (DataColumn c in row.Table.Columns)
6081 {
6082 // find the property for the column
6083 PropertyInfo p = item.GetType().GetProperty(c.ColumnName);
6084
6085 // if exists, set the value
6086 if (p != null && row[c] != DBNull.Value)
6087 {
6088 p.SetValue(item, row[c], null);
6089 }
6090
6091 }
6092 }
6093
6094 // function that creates an object from the given data row
6095 public static T CreateItemFromRow<T>(DataRow row)
6096 where T : new()
6097 {
6098 // create a new object
6099 T item = new T();
6100
6101 // set the item
6102 SetItemFromRow(item, row);
6103
6104 // return
6105 return item;
6106 }
6107
6108 // function that creates a list of an object from the given data table only for fact find (don't change)
6109 public static List<T> CreateListFromTable<T>(DataTable tbl)
6110 where T : new()
6111 {
6112 // define return list
6113 List<T> lst = new List<T>();
6114
6115 // alocal variable
6116 int count = 0;
6117
6118 // go through each row
6119 foreach (DataRow r in tbl.Rows)
6120 {
6121 // add to the list
6122 lst.Add(CreateItemFromRow<T>(r));
6123 count++;
6124 }
6125 // set defaults list with 2 members
6126 if (count == 0)
6127 { lst = new List<T> { new T(), new T() }; }
6128 else if (count == 1)
6129 { lst.Add(new T()); }
6130
6131 // return the list
6132 return lst;
6133 }
6134
6135
6136 // function that creates a list of an object from the given data table other than fact find
6137 public static List<T> CreateListFromTableForAll<T>(DataTable tbl)
6138 where T : new()
6139 {
6140 // define return list
6141 List<T> lst = new List<T>();
6142
6143 // alocal variable
6144 int count = 0;
6145
6146 // go through each row
6147 foreach (DataRow r in tbl.Rows)
6148 {
6149 // add to the list
6150 lst.Add(CreateItemFromRow<T>(r));
6151 count++;
6152 }
6153 // return the list
6154 return lst;
6155 }
6156
6157 }
6158
6159}