public void GetAssetAllocation()
{
DataSet dsGetCustomerRiskProfile = riskprofilebo.GetCustomerRiskProfile(CustomerId, advisorVo.advisorId, 1);
if (dsGetCustomerRiskProfile.Tables[0].Rows.Count > 0)
{
riskCode = dsGetCustomerRiskProfile.Tables[0].Rows[0]["XRC_RiskClassCode"].ToString();
DataSet dsGetAssetAllocationRules = riskprofilebo.GetAssetAllocationRules(riskCode, advisorVo.advisorId);
DataTable dtAsset = new DataTable();
dtAsset.Columns.Add("AssetType");
dtAsset.Columns.Add("Percentage");
dtAsset.Columns.Add("AssetTypeCode");
DataRow drAsset;
double equityAdjustment = 0;
double equitycalc = 0.0;
double equityPercentage = 0;
double debtpercentage = 0;
double cashPercentage = 0;
if (dsGetAssetAllocationRules != null && dsGetAssetAllocationRules.Tables[0].Rows[0]["A_AdviserId"].ToString() != advisorVo.advisorId.ToString())
{
foreach (DataRow dr in dsGetAssetAllocationRules.Tables[0].Rows)
{
if (dr["WAC_AssetClassification"].ToString() == "Cash")
{
cashPercentage = double.Parse(dr["WAAR_AssetAllocationPercenatge"].ToString());
}
else if (dr["WAC_AssetClassification"].ToString() == "Equity")
{
if (dr["WAAR_Adjustment"].ToString() != "")
{
equityAdjustment = double.Parse(dr["WAAR_Adjustment"].ToString());
}
}
}
equitycalc = double.Parse(((100 - double.Parse(age.ToString())) / 100).ToString());
equityPercentage = (((100 - cashPercentage) * equitycalc + (equityAdjustment)));
debtpercentage = (100 - equityPercentage - cashPercentage);
drAsset = dtAsset.NewRow();
drAsset[0] = "Equity";
drAsset[1] = equityPercentage.ToString();
drAsset[2] = 1;
dtAsset.Rows.Add(drAsset);
drAsset = dtAsset.NewRow();
drAsset[0] = "Debt";
drAsset[1] = debtpercentage.ToString();
drAsset[2] = 2;
dtAsset.Rows.Add(drAsset);
drAsset = dtAsset.NewRow();
drAsset[0] = "Cash";
drAsset[1] = cashPercentage.ToString();
drAsset[2] = 3;
dtAsset.Rows.Add(drAsset);
}
else
{
foreach (DataRow dr in dsGetAssetAllocationRules.Tables[0].Rows)
{
drAsset = dtAsset.NewRow();
drAsset[0] = dr["WAC_AssetClassification"].ToString();
if (dr["WAAR_AssetAllocationPercenatge"] != null)
{
drAsset[1] = dr["WAAR_AssetAllocationPercenatge"].ToString();
}
else
{
drAsset[1] = 0;
}
drAsset[2] = dr["WAC_AssetClassificationCode"].ToString();
dtAsset.Rows.Add(drAsset);
}
}
dtRecommendedAllocation = dtAsset;
if ((dtAsset.Rows.Count > 0) && (dtAsset.ToString() != null))
{
lblCurrChartErrorDisplay.Visible = false;
/* For Chart binding */
Legend ShowRecomondedAssetAlllegend = null;
ShowRecomondedAssetAlllegend = new Legend("ShowRecomondedAssetAlllegendLegends");
ShowRecomondedAssetAlllegend.Enabled = true;
Series seriesAssets = new Series("RecomondedAsset");
seriesAssets.ChartType = SeriesChartType.Pie;
ChartRecomonedAsset.Visible = true;
ChartRecomonedAsset.Series.Clear();
ChartRecomonedAsset.Series.Add(seriesAssets);
ChartRecomonedAsset.DataSource = dtAsset;
ChartRecomonedAsset.Series[0].XValueMember = "AssetType";
ChartRecomonedAsset.Series[0].YValueMembers = "Percentage";
ChartRecomonedAsset.Series[0].ToolTip = "#VALX: #PERCENT";
ChartRecomonedAsset.Legends.Add(ShowRecomondedAssetAlllegend);
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].Title = "Assets";
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].TitleAlignment = StringAlignment.Center;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].TitleSeparator = LegendSeparatorStyle.None;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].Alignment = StringAlignment.Center;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].TitleSeparator = LegendSeparatorStyle.GradientLine;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].TitleSeparatorColor = Color.Black;
// Enable X axis margin
LegendCellColumn colorColumn = new LegendCellColumn();
colorColumn.ColumnType = LegendCellColumnType.SeriesSymbol;
colorColumn.HeaderBackColor = Color.WhiteSmoke;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].CellColumns.Add(colorColumn);
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].BackColor = Color.FloralWhite;
LegendCellColumn totalColumn = new LegendCellColumn();
totalColumn.Alignment = ContentAlignment.MiddleLeft;
totalColumn.Text = "#VALX: #PERCENT";
totalColumn.Name = "AssetsColumn";
totalColumn.HeaderBackColor = Color.WhiteSmoke;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].CellColumns.Add(totalColumn);
ChartRecomonedAsset.Series[0]["PieLabelStyle"] = "Disabled";
ChartRecomonedAsset.ChartAreas["caActualAsset"].AxisX.IsMarginVisible = true;
ChartRecomonedAsset.BackColor = Color.Transparent;
ChartRecomonedAsset.ChartAreas[0].BackColor = Color.Transparent;
ChartRecomonedAsset.ChartAreas[0].Area3DStyle.Enable3D = true;
ChartRecomonedAsset.ChartAreas[0].Area3DStyle.Perspective = 50;
tdCurrentAssetAllocation.Visible = true;
ChartRecomonedAsset.DataBind();
}
else
{
lblChartErrorDisplay.Visible = true;
ChartRecomonedAsset.Visible = false;
}
}
else
{
lblChartErrorDisplay.Visible = true;
ChartRecomonedAsset.Visible = false;
}
}
/**************************** For Recommended Asset Allocation Chart *************************************/
public void LoadRecommendedAssetAllocation()
{
DataTable dtChartRecommendedAsset = new DataTable();
DataSet dsGetCustomerDOBById = new DataSet();
customerVo = new CustomerVo();
string RecommendedEquity = "0";
string RecommendedDebt = "0";
string RecommendedCash = "0";
string RecommendedAlternates = "0";
dsGetCustomerDOBById = riskprofilebo.GetCustomerDOBById(CustomerId);
if (Session[SessionContents.CustomerVo] != null && Session[SessionContents.CustomerVo].ToString() != "")
{
customerVo = (CustomerVo)Session[SessionContents.CustomerVo];
}
if (dsGetCustomerDOBById.Tables[0].Rows[0]["C_DOB"].ToString() != "" && dsGetCustomerDOBById.Tables[0].Rows[0]["C_DOB"].ToString() != null)
{
DateTime bday = DateTime.Parse(dsGetCustomerDOBById.Tables[0].Rows[0]["C_DOB"].ToString());
DateTime now = DateTime.Today;
age = now.Year - bday.Year;
if (now < bday.AddYears(age))
{
age--;
}
if (dsFPCurrentAndRecomondedAssets.Tables[1].Rows.Count > 0)
{
DataTable dtRecommendedAssetAllocation = new DataTable();
dtRecommendedAssetAllocation = dsFPCurrentAndRecomondedAssets.Tables[1];
dtChartRecommendedAsset.Columns.Add("AssetClass");
dtChartRecommendedAsset.Columns.Add("RecommendedPercentage");
foreach (DataRow dr in dtRecommendedAssetAllocation.Rows)
{
drChartRecommendedAsset = dtChartRecommendedAsset.NewRow();
if (dr["AssetType"].ToString() == "Equity")
{
if (double.Parse(dr["Percentage"].ToString()) > 0)
{
drChartRecommendedAsset["AssetClass"] = dr["AssetType"].ToString();
drChartRecommendedAsset["RecommendedPercentage"] = dr["Percentage"].ToString();
RecommendedEquity = drChartRecommendedAsset["RecommendedPercentage"].ToString();
dtChartRecommendedAsset.Rows.Add(drChartRecommendedAsset);
}
}
if (dr["AssetType"].ToString() == "Debt")
{
if (double.Parse(dr["Percentage"].ToString()) > 0)
{
drChartRecommendedAsset["AssetClass"] = dr["AssetType"].ToString();
drChartRecommendedAsset["RecommendedPercentage"] = dr["Percentage"].ToString();
RecommendedDebt = drChartRecommendedAsset["RecommendedPercentage"].ToString();
dtChartRecommendedAsset.Rows.Add(drChartRecommendedAsset);
}
}
if (dr["AssetType"].ToString() == "Cash")
{
if (double.Parse(dr["Percentage"].ToString()) > 0)
{
drChartRecommendedAsset["AssetClass"] = dr["AssetType"].ToString();
drChartRecommendedAsset["RecommendedPercentage"] = dr["Percentage"].ToString();
RecommendedCash = drChartRecommendedAsset["RecommendedPercentage"].ToString();
dtChartRecommendedAsset.Rows.Add(drChartRecommendedAsset);
}
}
if (dr["AssetType"].ToString() == "Alternates")
{
if (double.Parse(dr["Percentage"].ToString()) > 0)
{
drChartRecommendedAsset["AssetClass"] = dr["AssetType"].ToString();
drChartRecommendedAsset["RecommendedPercentage"] = dr["Percentage"].ToString();
RecommendedAlternates = drChartRecommendedAsset["RecommendedPercentage"].ToString();
dtChartRecommendedAsset.Rows.Add(drChartRecommendedAsset);
}
}
}
if ((RecommendedEquity != "0") || (RecommendedDebt != "0") || (RecommendedCash != "0") || (RecommendedAlternates != "0"))
{
lblCurrChartErrorDisplay.Visible = false;
/* For Chart binding */
Legend ShowRecomondedAssetAlllegend = null;
ShowRecomondedAssetAlllegend = new Legend("ShowRecomondedAssetAlllegendLegends");
ShowRecomondedAssetAlllegend.Enabled = true;
ChartRecomonedAsset.Palette = ChartColorPalette.Pastel;
ChartRecomonedAsset.PaletteCustomColors = new Color[] { Color.LimeGreen, Color.Yellow, Color.LightBlue, Color.Purple, Color.Goldenrod, Color.Blue, Color.BurlyWood,
Color.Chocolate, Color.DeepPink, Color.Plum, Color.Violet, Color.Gainsboro, Color.Tomato, Color.Teal };
Series seriesAssets = new Series("RecomondedAsset");
seriesAssets.ChartType = SeriesChartType.Pie;
ChartRecomonedAsset.Visible = true;
ChartRecomonedAsset.Series.Clear();
ChartRecomonedAsset.Series.Add(seriesAssets);
ChartRecomonedAsset.DataSource = dtChartRecommendedAsset;
ChartRecomonedAsset.Series[0].XValueMember = "AssetClass";
ChartRecomonedAsset.Series[0].YValueMembers = "RecommendedPercentage";
ChartRecomonedAsset.Series[0].ToolTip = "#VALX: #PERCENT";
ChartRecomonedAsset.Legends.Add(ShowRecomondedAssetAlllegend);
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].Title = "Assets";
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].TitleAlignment = StringAlignment.Center;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].TitleSeparator = LegendSeparatorStyle.None;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].Alignment = StringAlignment.Center;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].TitleSeparator = LegendSeparatorStyle.GradientLine;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].TitleSeparatorColor = Color.Black;
// Enable X axis margin
LegendCellColumn colorColumn = new LegendCellColumn();
colorColumn.ColumnType = LegendCellColumnType.SeriesSymbol;
colorColumn.HeaderBackColor = Color.WhiteSmoke;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].CellColumns.Add(colorColumn);
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].BackColor = Color.FloralWhite;
LegendCellColumn totalColumn = new LegendCellColumn();
totalColumn.Alignment = ContentAlignment.MiddleLeft;
totalColumn.Text = "#VALX: #PERCENT";
totalColumn.Name = "AssetsColumn";
totalColumn.HeaderBackColor = Color.WhiteSmoke;
ChartRecomonedAsset.Legends["ShowRecomondedAssetAlllegendLegends"].CellColumns.Add(totalColumn);
ChartRecomonedAsset.Series[0]["PieLabelStyle"] = "Disabled";
ChartRecomonedAsset.ChartAreas["caActualAsset"].AxisX.IsMarginVisible = true;
ChartRecomonedAsset.BackColor = Color.Transparent;
ChartRecomonedAsset.ChartAreas[0].BackColor = Color.Transparent;
ChartRecomonedAsset.ChartAreas[0].Area3DStyle.Enable3D = true;
ChartRecomonedAsset.ChartAreas[0].Area3DStyle.Perspective = 50;
tdCurrentAssetAllocation.Visible = true;
ChartRecomonedAsset.DataBind();
}
else
{
lblChartErrorDisplay.Visible = true;
ChartRecomonedAsset.Visible = false;
}
}
else
{
//GetAssetAllocation();
lblChartErrorDisplay.Visible = true;
lblChartErrorDisplay.Text = "Model Portfolio is not set for your age!";
ChartRecomonedAsset.Visible = false;
}
}
else
{
lblChartErrorDisplay.Visible = true;
lblChartErrorDisplay.Text = "No Age to display chart. Please Fill Date of Birth in profile!";
ChartRecomonedAsset.Visible = false;
}
}
