/* Options:
Date: 2025-12-06 05:14:01
Version: 8.80
Tip: To override a DTO option, remove "//" prefix before updating
BaseUrl: https://api.dev.dynamics.trendsic.com

//GlobalNamespace: 
//MakePartial: True
//MakeVirtual: True
//MakeInternal: False
//MakeDataContractsExtensible: False
//AddNullableAnnotations: False
//AddReturnMarker: True
//AddDescriptionAsComments: True
//AddDataContractAttributes: False
//AddIndexesToDataMembers: False
//AddGeneratedCodeAttributes: False
//AddResponseStatus: False
//AddImplicitVersion: 
//InitializeCollections: True
//ExportValueTypes: False
IncludeTypes: FactFinderRequest.*
//ExcludeTypes: 
//AddNamespaces: 
//AddDefaultXmlNamespace: http://schemas.servicestack.net/types
*/

using System;
using System.IO;
using System.Collections;
using System.Collections.Generic;
using System.Runtime.Serialization;
using ServiceStack;
using ServiceStack.DataAnnotations;
using System.Net;
using CRM.AgencyPlatform.API.Internal;

namespace CRM.AgencyPlatform.API.Internal
{
    public partial class Contact
    {
        public virtual int ContactId { get; set; }
        public virtual int ContactType { get; set; }
        public virtual string FirstName { get; set; }
        public virtual string LastName { get; set; }
        public virtual string Name { get; set; }
        public virtual string Role { get; set; }
        public virtual string Title { get; set; }
        public virtual string EmailWork { get; set; }
        public virtual string EmailPersonal { get; set; }
        public virtual string District { get; set; }
        public virtual int DistrictID { get; set; }
        public virtual string School { get; set; }
        public virtual long SchoolID { get; set; }
        public virtual string State { get; set; }
        public virtual string StateName { get; set; }
        public virtual long StateID { get; set; }
        public virtual long CountyID { get; set; }
        public virtual string County { get; set; }
        public virtual string Phone { get; set; }
        public virtual string Department { get; set; }
        public virtual string Flow { get; set; }
        public virtual DateTime LastContact { get; set; }
        public virtual bool DoNotContact { get; set; }
        public virtual bool Active { get; set; }
        public virtual int AgentId { get; set; }
        public virtual string PhoneAlt { get; set; }
        public virtual int PeraContactId { get; set; }
        public virtual string RoomNumber { get; set; }
        public virtual int SourceTypeId { get; set; }
        public virtual string SourceTypeDesc { get; set; }
        public virtual string SourceNote { get; set; }
        public virtual int ContactStatusId { get; set; }
        public virtual string ContactStatusDesc { get; set; }
        public virtual string SSN { get; set; }
        public virtual DateTime DateOfBirth { get; set; }
        public virtual bool Deleted { get; set; }
        public virtual bool IsShared { get; set; }
        public virtual string address_line1 { get; set; }
        public virtual string address_city { get; set; }
        public virtual string address_state { get; set; }
        public virtual string address_zip { get; set; }
        public virtual string DeletedBy { get; set; }
        public virtual DateTime? DeletedDateTimeUtc { get; set; }
        public virtual bool HasNBC { get; set; }
        public virtual bool HasFactFinderSheet { get; set; }
        public virtual string MiddleInitial { get; set; }
        public virtual string Tags { get; set; }
        public virtual DateTime DateCreated { get; set; }
        public virtual string PhoneLabel { get; set; }
        public virtual string AltPhoneLabel { get; set; }
        public virtual string Carriers { get; set; }
        public virtual string ContactImage { get; set; }
        public virtual string CompanyAffiliation { get; set; }
        public virtual string AdditionalInformation { get; set; }
        public virtual bool HasGiftCard { get; set; }
        public virtual int ContactCategory { get; set; }
        public virtual int WritingAgentId { get; set; }
        public virtual string WritingAgentName { get; set; }
        public virtual string MaritalStatus { get; set; }
        public virtual decimal TotalDebtAmount { get; set; }
        public virtual int NumberOfDebtAccounts { get; set; }
        public virtual int FactFinderCodeId { get; set; }
        public virtual string BusinessName { get; set; }
        public virtual string DBA { get; set; }
        public virtual Guid ContactGUID { get; set; }
        public virtual DateTime ProjectEndDate { get; set; }
        public virtual int Rate { get; set; }
        public virtual int JobID { get; set; }
        public virtual string JobName { get; set; }
        public virtual int JobCount { get; set; }
        public virtual bool Locked { get; set; }
        public virtual int LockedByAgentId { get; set; }
        public virtual DateTime LockedTimestamp { get; set; }
        public virtual string Initials { get; set; }
        public virtual string ContactCategoryName { get; set; }
        public virtual bool SMSOptIn { get; set; }
    }

    public partial class ContactChild
    {
        public virtual int ContactChildId { get; set; }
        public virtual int ContactId { get; set; }
        public virtual string Name { get; set; }
        public virtual DateTime? DOB { get; set; }
        public virtual string Fund { get; set; }
        public virtual decimal? Contribution { get; set; }
        public virtual decimal? Balance { get; set; }
    }

    public partial class ContactClientReferral
    {
        public virtual int ContactClientReferralId { get; set; }
        public virtual int ContactId { get; set; }
        public virtual string Name { get; set; }
        public virtual string Campus { get; set; }
        public virtual string Room { get; set; }
        public virtual string Phone { get; set; }
    }

    public partial class ContactExpense
    {
        public virtual int ContactExpenseId { get; set; }
        public virtual int ContactId { get; set; }
        public virtual string ExpenseType { get; set; }
        public virtual string Description { get; set; }
        public virtual decimal? Balance { get; set; }
        public virtual decimal? InterestRate { get; set; }
        public virtual decimal? MinimumPayment { get; set; }
        public virtual decimal? MonthlyPayment { get; set; }
    }

    public partial class ContactLTAInfo
    {
        public virtual int ContactLTAInfoId { get; set; }
        public virtual int ContactId { get; set; }
        public virtual string PlanType { get; set; }
        public virtual string Company { get; set; }
        public virtual decimal? Contribution { get; set; }
        public virtual decimal? Balance { get; set; }
    }

    public partial class ContactPension
    {
        public virtual int ContactPensionId { get; set; }
        public virtual int ContactId { get; set; }
        public virtual string PensionSystem { get; set; }
        public virtual DateTime? PensionStartDate { get; set; }
        public virtual decimal? ServiceCredit { get; set; }
        public virtual DateTime? ServiceCreditAsOfDate { get; set; }
        public virtual DateTime? DesiredRetirementDate { get; set; }
        public virtual int DesiredRetirementAge { get; set; }
        public virtual bool? SpousalBenefitDesired { get; set; }
        public virtual decimal? FormulaPercent { get; set; }
        public virtual decimal? FormulaAt { get; set; }
        public virtual decimal? DefinedBenefitBalance { get; set; }
        public virtual decimal? DefinedBenefitSpouseBalance { get; set; }
    }

    public partial class ContactRetirementIncome
    {
        public virtual int ContactRetirementIncomeId { get; set; }
        public virtual int ContactId { get; set; }
        public virtual string AccountOwner { get; set; }
        public virtual string AccountType { get; set; }
        public virtual string Carrier { get; set; }
        public virtual decimal? TotalValue { get; set; }
        public virtual decimal? SurrValue { get; set; }
        public virtual DateTime? DateOfIssue { get; set; }
        public virtual decimal? Fees { get; set; }
        public virtual string PolicyNum { get; set; }
        public virtual decimal? Contrib { get; set; }
        public virtual string EmpNotes { get; set; }
        public virtual string TaxCode { get; set; }
        public virtual decimal? SurrCharge { get; set; }
        public virtual bool? ThirdPrtyPprwrkOK { get; set; }
        public virtual bool? AddlFormsReqd { get; set; }
        public virtual bool? OriginalFormsReqd { get; set; }
        public virtual bool? SignatureGuarReqd { get; set; }
        public virtual bool? FaxAccepted { get; set; }
        public virtual string FaxNumber { get; set; }
        public virtual string MailingAddr { get; set; }
        public virtual string MailingCity { get; set; }
        public virtual string MailingState { get; set; }
        public virtual string MailingZip { get; set; }
        public virtual bool? HasOutstandingLoans { get; set; }
    }

    public partial class ContactSpouse
    {
        public virtual int ContactSpouseId { get; set; }
        public virtual int ContactId { get; set; }
        public virtual string Name { get; set; }
        public virtual DateTime? DOB { get; set; }
        public virtual string Cell { get; set; }
        public virtual string Employer { get; set; }
        public virtual decimal? Years { get; set; }
        public virtual string Position { get; set; }
        public virtual string Email { get; set; }
        public virtual string PastOccupations { get; set; }
    }

    [Route("/v1/FactFinder", "POST,PUT,OPTIONS")]
    public partial class FactFinderRequest
    {
        public virtual FactFinderSheetExtended FactFinderSheet { get; set; }
        public virtual bool DataEntry { get; set; }
    }

    public partial class FactFinderSheet
    {
        public virtual int FactFinderSheetId { get; set; }
        public virtual int ContactId { get; set; }
        public virtual string EmploymentYears { get; set; }
        public virtual string PastOccupations { get; set; }
        public virtual decimal? ClientGrossMthlyIncome { get; set; }
        public virtual decimal? ClientNetMthlyIncome { get; set; }
        public virtual decimal? HouseholdGrossMthlyIncome { get; set; }
        public virtual decimal? HouseholdNetMthlyIncome { get; set; }
        public virtual decimal? EstimatedExpenses { get; set; }
        public virtual decimal? DiscretionaryIncome { get; set; }
        public virtual decimal? DesiredRetirementIncome { get; set; }
        public virtual string RetirementGoals { get; set; }
        public virtual decimal? EmergencyFundMthlyContrib { get; set; }
        public virtual decimal? EmergencyFundBalance { get; set; }
        public virtual bool? EmergencyFundComplete { get; set; }
        public virtual string WorkStatus { get; set; }
        public virtual decimal? UnusedSickDays { get; set; }
        public virtual decimal? UnusedSickHours { get; set; }
        public virtual decimal? ContractBaseServPerYrDays { get; set; }
        public virtual decimal? ContractBaseServPerYrHours { get; set; }
        public virtual decimal? DaysPerWeek { get; set; }
        public virtual decimal? HoursPerWeek { get; set; }
        public virtual decimal? MonthsPerYear { get; set; }
        public virtual int? NumPreTaxChecksPerYr { get; set; }
        public virtual decimal? YearsWithOtherDistricts { get; set; }
        public virtual bool? PrimaryLifeInsurance { get; set; }
        public virtual string PLICarrier { get; set; }
        public virtual decimal? PLIFaceAmount { get; set; }
        public virtual DateTime? PLIIssueDate { get; set; }
        public virtual decimal? PLIPremium { get; set; }
        public virtual string PLIType { get; set; }
        public virtual string PLITypeOf { get; set; }
        public virtual decimal? PLICashValue { get; set; }
        public virtual bool? SpouseLifeInsurance { get; set; }
        public virtual string SLICarrier { get; set; }
        public virtual decimal? SLIFaceAmount { get; set; }
        public virtual DateTime? SLIIssueDate { get; set; }
        public virtual decimal? SLIPremium { get; set; }
        public virtual string SLIType { get; set; }
        public virtual string SLITypeOf { get; set; }
        public virtual decimal? SLICashValue { get; set; }
        public virtual bool? PrimaryLTCInsurance { get; set; }
        public virtual decimal? PLTCPremium { get; set; }
        public virtual bool? PrimaryDisabilityInsurance { get; set; }
        public virtual decimal? PDIPremium { get; set; }
        public virtual bool? SpouseLTCInsurance { get; set; }
        public virtual decimal? SLTCPremium { get; set; }
        public virtual bool? SpouseDisabilityInsurance { get; set; }
        public virtual decimal? SDIPremium { get; set; }
        public virtual bool? HasRetirementSavings { get; set; }
        public virtual bool? HasPriorEmploymentRetirementSavings { get; set; }
        public virtual bool? HasDistributionPlan { get; set; }
    }

    public partial class FactFinderSheetExtended
    {
        public virtual Contact Contact { get; set; }
        public virtual FactFinderSheet FactFinderSheet { get; set; }
        public virtual ContactSpouse Spouse { get; set; }
        public virtual List<ContactChild> Children { get; set; } = [];
        public virtual List<ContactRetirementIncome> IncomeSources { get; set; } = [];
        public virtual string AdditionalNotes { get; set; }
        public virtual List<ContactExpense> Expenses { get; set; } = [];
        public virtual List<ContactClientReferral> Referrals { get; set; } = [];
        public virtual List<ContactLTAInfo> LTAInfo { get; set; } = [];
        public virtual List<ContactPension> Pensions { get; set; } = [];
    }

}