public CustomerFamilyVo GetCustomerFamilyAssociateDetails(int AssociationId)
{
CustomerFamilyVo customerFamilyVo = new CustomerFamilyVo();
CustomerFamilyDao customerFamilyDao = new CustomerFamilyDao();
try
{
customerFamilyVo = customerFamilyDao.GetCustomerFamilyAssociateDetails(AssociationId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerFamilyBo.cs:GetCustomerFamilyAssociateDetails()");
object[] objects = new object[1];
objects[0] = AssociationId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(customerFamilyVo);
}
public bool UpdateCustomerAssociate(CustomerFamilyVo customerFamilyVo, int customerId, int userId)
{
bool bResult = false;
CustomerFamilyDao customerFamilyDao = new CustomerFamilyDao();
try
{
bResult = customerFamilyDao.UpdateCustomerAssociate(customerFamilyVo, customerId, userId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerFamilyBo.cs:UpdateCustomerAssociate()");
object[] objects = new object[3];
objects[0] = customerFamilyVo;
objects[1] = customerId;
objects[2] = userId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(bResult);
}
private void Save()
{
CustomerVo customerVo = new CustomerVo();
UserVo userVo = new UserVo();
CustomerBo customerBo = new CustomerBo();
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
List <int> customerIds = new List <int>();
if (Page.IsValid)
{
if (fpuserVo.C_CustomerId == null || fpuserVo.C_CustomerId == 0)
{
customerVo.RmId = 4682;
customerVo.BranchId = 1339;
customerVo.Type = "IND";
customerVo.FirstName = fpuserVo.UserName;
userVo.FirstName = fpuserVo.UserName;
customerVo.Email = fpuserVo.EMail;
customerVo.IsProspect = 1;
customerVo.IsFPClient = 1;
customerVo.IsActive = 1;
customerVo.IsRealInvestor = true;
customerVo.PANNum = fpuserVo.Pan;
customerVo.Mobile1 = fpuserVo.MobileNo;
customerVo.ProspectAddDate = DateTime.Now;
customerVo.Dob = fpuserVo.DOB;
userVo.Email = fpuserVo.EMail;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolioProspect";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, fpuserVo.UserId);
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
if (UpdateCustomerIdInFPUserTable(fpuserVo.UserId, customerIds[1]))
{
divTncSuccess.Visible = true;
}
}
else
{
if (UpdateCustomerIdInFPUserTable(fpuserVo.UserId, fpuserVo.C_CustomerId))
{
divTncSuccess.Visible = true;
}
}
divtnc1.Visible = false;
divtnc2.Visible = false;
divTncSuccess.Visible = true;
}
}
public CustomerFamilyVo GetCustomerFamilyAssociateDetails(int AssociationId)
{
CustomerFamilyVo customerFamilyVo = new CustomerFamilyVo();
Database db;
DbCommand getCustomerFamilyAssocciateDetailsCmd;
DataSet getCustomerFamilyAssocciateDetailsDs;
DataRow dr;
try
{
db = DatabaseFactory.CreateDatabase("wealtherp");
getCustomerFamilyAssocciateDetailsCmd = db.GetStoredProcCommand("SP_GetCustomerFamilyAssociateDetails");
db.AddInParameter(getCustomerFamilyAssocciateDetailsCmd, "@CA_Associationid", DbType.Int32, AssociationId);
getCustomerFamilyAssocciateDetailsDs = db.ExecuteDataSet(getCustomerFamilyAssocciateDetailsCmd);
if (getCustomerFamilyAssocciateDetailsDs.Tables[0].Rows.Count > 0)
{
dr = getCustomerFamilyAssocciateDetailsDs.Tables[0].Rows[0];
customerFamilyVo = new CustomerFamilyVo();
customerFamilyVo.AssociationId = Int32.Parse(dr["CA_AssociationId"].ToString());
customerFamilyVo.AssociateCustomerId = Int32.Parse(dr["C_AssociateCustomerId"].ToString());
customerFamilyVo.Relationship = dr["XR_RelationshipCode"].ToString();
customerFamilyVo.CustomerId = int.Parse(dr["C_CustomerId"].ToString());
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerFamilyDao.cs:GetCustomerFamilyAssociateDetails()");
object[] objects = new object[1];
objects[0] = AssociationId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(customerFamilyVo);
}
public bool CreateCustomerFamily(CustomerFamilyVo customerFamilyVo, int customerId, int userId)
{
bool bResult = false;
Database db;
DbCommand createCustomerFamilyCmd;
try
{
db = DatabaseFactory.CreateDatabase("wealtherp");
createCustomerFamilyCmd = db.GetStoredProcCommand("SP_CreateCustomerAssociates");
//db.AddInParameter(createCustomerFamilyCmd, "@CA_AssociationId", DbType.String, customerFamilyVo.AssociationId);
db.AddInParameter(createCustomerFamilyCmd, "@C_AssociateCustomerId", DbType.Int32, customerFamilyVo.AssociateCustomerId);
db.AddInParameter(createCustomerFamilyCmd, "@XR_RelationshipCode", DbType.String, customerFamilyVo.Relationship);
db.AddInParameter(createCustomerFamilyCmd, "@C_CustomerId", DbType.Int32, customerId);
db.AddInParameter(createCustomerFamilyCmd, "@CA_CreatedBy", DbType.Int32, userId);
db.AddInParameter(createCustomerFamilyCmd, "@CA_ModifiedBy", DbType.Int32, userId);
if (db.ExecuteNonQuery(createCustomerFamilyCmd) != 0)
{
bResult = true;
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerFamilyDao.cs:CreateCustomerFamily()");
object[] objects = new object[3];
objects[0] = customerFamilyVo;
objects[1] = customerId;
objects[2] = userId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(bResult);
}
/// <summary>
/// Used to create Parent Customer
/// </summary>
/// <param name="userVo"></param>
/// <param name="rmVo"></param>
/// <param name="createdById"></param>
/// <returns></returns>
protected int CreateCustomerForAddProspect(UserVo userVo, RMVo rmVo, int createdById)
{
customerVo = new CustomerVo();
List <int> customerIds = new List <int>();
customerVo.RmId = rmVo.RMId;
customerVo.Type = "IND";
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
customerVo.BranchId = int.Parse(ddlPickBranch.SelectedValue);
if (dpDOB.SelectedDate != null)
{
customerVo.Dob = dpDOB.SelectedDate.Value;
}
customerVo.Email = txtEmail.Text;
customerVo.IsProspect = 1;
customerVo.IsFPClient = 1;
Session[SessionContents.FPS_CustomerProspect_CustomerVo] = customerVo;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolioUnmanaged";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, createdById);
Session["Customer"] = "Customer";
Session[SessionContents.CustomerVo] = customerVo;
Session["customerVo"] = customerVo;
Session["CustomerVo"] = customerVo;
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
return(customerIds[1]);
}
/// <summary>
/// Used to update Child Customers
/// </summary>
/// <param name="customerId"></param>
/// <param name="drChildCustomer"></param>
protected void UpdateCustomerForAddProspect(int customerId, DataRow drChildCustomer)
{
customerVo = new CustomerVo();
customerVo.CustomerId = int.Parse(drChildCustomer["C_CustomerId"].ToString());
customerVo.RmId = rmVo.RMId;
customerVo.Type = "IND";
customerVo.FirstName = drChildCustomer["FirstName"].ToString();
customerVo.MiddleName = drChildCustomer["MiddleName"].ToString();
customerVo.LastName = drChildCustomer["LastName"].ToString();
customerVo.BranchId = int.Parse(ddlPickBranch.SelectedValue);
if (dpDOB.SelectedDate != null && drChildCustomer["DOB"].ToString() != null && drChildCustomer["DOB"].ToString() != string.Empty)
{
customerVo.Dob = DateTime.Parse(drChildCustomer["DOB"].ToString());
}
customerVo.IsProspect = 1;
customerVo.IsFPClient = 1;
customerVo.Email = drChildCustomer["EmailId"].ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolioUnmanaged";
customerBo.UpdateCustomer(customerVo);
Session["Customer"] = "Customer";
if (drChildCustomer["C_CustomerId"] != null)
{
if (int.Parse(drChildCustomer["C_CustomerId"].ToString()) != 0)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociationId = int.Parse(drChildCustomer["CA_AssociationId"].ToString());
familyVo.AssociateCustomerId = int.Parse(drChildCustomer["C_CustomerId"].ToString());
familyVo.CustomerId = customerId;
familyVo.Relationship = drChildCustomer["CustomerRelationship"].ToString();
familyBo.UpdateCustomerAssociate(familyVo, customerId, 0);
}
}
//Session[SessionContents.CustomerVo] = customerVo;
//Session["customerVo"] = customerVo;
//Session["CustomerVo"] = customerVo;
}
/// <summary>
/// Used to Create child customers for AddProspect Screen
/// </summary>
/// <param name="userVo"></param>
/// <param name="rmVo"></param>
/// <param name="createdById"></param>
/// <param name="drChildCustomer"></param>
/// <param name="ParentCustomerId"></param>
protected void CreateCustomerForAddProspect(UserVo userVo, RMVo rmVo, int createdById, DataRow drChildCustomer, int ParentCustomerId)
{
customerVo = new CustomerVo();
customerVo.RmId = rmVo.RMId;
customerVo.Type = "IND";
customerVo.FirstName = drChildCustomer["FirstName"].ToString();
customerVo.MiddleName = drChildCustomer["MiddleName"].ToString();
customerVo.LastName = drChildCustomer["LastName"].ToString();
userVo.FirstName = drChildCustomer["FirstName"].ToString();
customerVo.BranchId = int.Parse(ddlPickBranch.SelectedValue);
if (dpDOB.SelectedDate != null && drChildCustomer["DOB"].ToString() != null && drChildCustomer["DOB"].ToString() != string.Empty)
{
customerVo.Dob = DateTime.Parse(drChildCustomer["DOB"].ToString());
}
customerVo.Email = drChildCustomer["EmailId"].ToString();
customerVo.IsProspect = 1;
customerVo.IsFPClient = 1;
userVo.Email = drChildCustomer["EmailId"].ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolioUnmanaged";
//Session[SessionContents.CustomerVo] = customerVo;
//Session["customerVo"] = customerVo;
//Session["CustomerVo"] = customerVo;
List <int> customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, createdById);
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = ParentCustomerId;
familyVo.Relationship = drChildCustomer["CustomerRelationship"].ToString();
familyBo.CreateCustomerFamily(familyVo, ParentCustomerId, userVo.UserId);
}
}
protected void Page_Load(object sender, EventArgs e)
{
SessionBo.CheckSession();
userVo = (UserVo)Session[SessionContents.UserVo];
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
try
{
// customerFamilyList = new List<CustomerFamilyVo>();
customerVo = (CustomerVo)Session["CustomerVo"];
rmVo = (RMVo)Session["RmVo"];
customerId = customerVo.CustomerId;
StringBuilder sbAddress = new StringBuilder();
lblName.Text = customerVo.FirstName.ToString() + " " + customerVo.MiddleName.ToString() + " " + customerVo.LastName.ToString();
lblPhone.Text = customerVo.ResISDCode.ToString() + " - " + customerVo.ResSTDCode.ToString() + " - " + customerVo.ResPhoneNum.ToString();
lblEmail.Text = customerVo.Email.ToString();
sbAddress.Append(customerVo.Adr1Line1.ToString());
sbAddress.Append("<br />");
sbAddress.Append(customerVo.Adr1Line2.ToString());
sbAddress.Append("<br />");
sbAddress.Append(customerVo.Adr1Line3.ToString());
sbAddress.Append("<br />");
sbAddress.Append(customerVo.Adr1PinCode.ToString());
sbAddress.Append("<br />");
if (customerVo.Adr1State.ToString() != "")
{
sbAddress.Append(XMLBo.GetStateName(path, customerVo.Adr1State.ToString()));
sbAddress.Append("<br />");
}
sbAddress.Append(customerVo.Adr1City.ToString());
sbAddress.Append("<br />");
sbAddress.Append(customerVo.Adr1Country.ToString());
lblAddress.Text = sbAddress.ToString();
Session["RmVo"] = rmVo;
// Session["CustomerVo"] = customerVo;
Session["Check"] = "Dashboard";
//Binding the Customer Family Grid
customerFamilyList = customerFamilyBo.GetCustomerFamily(customerVo.CustomerId);
if (customerFamilyList == null)
{
tdFamilyDetailsHeader.Visible = false;
tdFamilyDetailsGrid.Visible = false;
}
else
{
DataTable dtCustomerFamilyList = new DataTable();
dtCustomerFamilyList.Columns.Add("CustomerId");
dtCustomerFamilyList.Columns.Add("Name");
dtCustomerFamilyList.Columns.Add("Relationship");
DataRow drCustomerFamily;
for (int i = 0; i < customerFamilyList.Count; i++)
{
drCustomerFamily = dtCustomerFamilyList.NewRow();
CustomerFamilyVo customerFamilyVo = new CustomerFamilyVo();
customerFamilyVo = customerFamilyList[i];
drCustomerFamily[0] = customerFamilyVo.AssociateCustomerId.ToString();
drCustomerFamily[1] = customerFamilyVo.AssociateCustomerName.ToString();
drCustomerFamily[2] = customerFamilyVo.Relationship;
dtCustomerFamilyList.Rows.Add(drCustomerFamily);
}
if (dtCustomerFamilyList.Rows.Count > 0)
{
gvFamilyMembers.DataSource = dtCustomerFamilyList;
gvFamilyMembers.DataBind();
gvFamilyMembers.Visible = true;
}
else
{
gvFamilyMembers.DataSource = null;
gvFamilyMembers.DataBind();
}
}
//Call the function to bind the Bank Details
lblBankDetailsMsg.Visible = false;
BindBankDetails();
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "RMCustomerDashboard.ascx:Page_Load()");
object[] objects = new object[4];
objects[0] = customerFamilyList;
objects[1] = rmVo;
objects[2] = customerVo;
objects[3] = userVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
Nullable <DateTime> dt = new DateTime();
customerIds = new List <int>();
lblPanDuplicate.Visible = false;
if (Validation())
{
userVo = new UserVo();
if (rbtnIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
customerVo.RmId = rmVo.RMId;
customerVo.Type = "IND";
customerVo.FirstName = txtFirstNameCreation.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastNameCreation.Text.ToString();
userVo.FirstName = txtFirstNameCreation.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastNameCreation.Text.ToString();
}
else if (rbtnNonIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
customerVo.RmId = rmVo.RMId;
customerVo.Type = "NIND";
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.LastName = txtCompanyName.Text.ToString();
userVo.LastName = txtCompanyName.Text.ToString();
}
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.PANNum = txtPanNumber.Text.ToString();
customerVo.Dob = DateTime.MinValue;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
customerVo.Adr1State = null;
customerVo.Adr2State = null;
customerVo.ProfilingDate = DateTime.Today;
customerVo.UserId = userVo.UserId;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, tempUserVo.UserId);
Session["Customer"] = "Customer";
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
//Map folios to the new customer created
bool Mapfolio = MapfoliotoCustomer(customerIds[1]);
if (Mapfolio)
{
divCreateNewCustomer.Visible = false;
lblMessage.Visible = true;
lblMessage.Text = "Customer is mapped";
lblMessage.CssClass = "SuccessMsg";
tblSearch.Visible = false;
reprocess();
}
else
{
lblMessage.Visible = true;
lblMessage.Text = "An error occurred while mapping.";
}
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerType.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerIds;
objects[1] = customerVo;
objects[2] = rmVo;
objects[3] = userVo;
objects[4] = customerPortfolioVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
public List <CustomerFamilyVo> GetCustomerFamily(int customerId)
{
List <CustomerFamilyVo> familyList = null;
CustomerFamilyVo customerFamilyVo;
Database db;
DbCommand getCustomerFamilyCmd;
DataSet getCustomerFamilyDs;
//DataRow dr;
try
{
// string query = "getCustomerFamily" + customerId.ToString();
db = DatabaseFactory.CreateDatabase("wealtherp");
getCustomerFamilyCmd = db.GetStoredProcCommand("SP_GetCustomerAssociatesRel");
db.AddInParameter(getCustomerFamilyCmd, "@C_CustomerId", DbType.Int32, customerId);
getCustomerFamilyDs = db.ExecuteDataSet(getCustomerFamilyCmd);
if (getCustomerFamilyDs.Tables[0].Rows.Count > 0)
{
familyList = new List <CustomerFamilyVo>();
//dr = getCustomerFamilyDs.Tables[0].Rows[0];
foreach (DataRow dr in getCustomerFamilyDs.Tables[0].Rows)
{
customerFamilyVo = new CustomerFamilyVo();
customerFamilyVo.AssociationId = Int32.Parse(dr["CA_AssociationId"].ToString());
customerFamilyVo.CustomerId = Int32.Parse(dr["C_CustomerId"].ToString());
customerFamilyVo.RelationshipCode = dr["XR_RelationshipCode"].ToString();
customerFamilyVo.AssociateCustomerId = Int32.Parse(dr["C_AssociateCustomerId"].ToString());
customerFamilyVo.AssociateCustomerName = dr["C_FirstName"].ToString() + " " + dr["C_LastName"].ToString();
if (!string.IsNullOrEmpty(dr["C_DOB"].ToString()))
{
customerFamilyVo.DOB = DateTime.Parse(dr["C_DOB"].ToString());
}
if (!string.IsNullOrEmpty(dr["C_Email"].ToString()))
{
customerFamilyVo.EmailId = dr["C_Email"].ToString();
}
customerFamilyVo.FirstName = dr["C_FirstName"].ToString();
customerFamilyVo.MiddleName = dr["C_MiddleName"].ToString();
customerFamilyVo.LastName = dr["C_LastName"].ToString();
customerFamilyVo.Relationship = dr["XR_Relationship"].ToString();
familyList.Add(customerFamilyVo);
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerFamilyDao.cs:GetCustomerFamily()");
object[] objects = new object[1];
objects[0] = customerId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(familyList);
}
protected void btnCustomerProfile_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
if (Validation())
{
customerIds = new List <int>();
if (rbtnIndividual.Checked)
{
customerVo.Type = "IND";
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
if (ddlSalutation.SelectedIndex == 0)
{
customerVo.Salutation = "";
}
else
{
customerVo.Salutation = ddlSalutation.SelectedValue.ToString();
}
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
}
else if (rbtnNonIndividual.Checked)
{
customerVo.Type = "NIND";
customerVo.FirstName = txtCompanyName.Text.ToString();
customerVo.LastName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
//customerVo.FirstName = txtLastName.Text.ToString();
userVo.LastName = txtCompanyName.Text.ToString();
}
//customerVo.CustomerId = customerBo.GenerateId();
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.PANNum = txtPanNumber.Text.ToString();
userVo.Email = txtEmail.Text.ToString();
userVo.UserType = "Customer";
customerVo.Dob = DateTime.MinValue;
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
customerVo.ProfilingDate = DateTime.Today;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, tempUserVo.UserId);
Session["customerIds"] = customerIds;
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
Session["CustomerVo"] = customerBo.GetCustomer(customerIds[1]);
if (rbtnNonIndividual.Checked)
{
// ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('CustomerNonIndividualAdd','none');", true);
Response.Redirect("ControlHost.aspx?pageid=CustomerNonIndividualAdd&RmId=" + customerVo.RmId + "", false);
}
else if (rbtnIndividual.Checked)
{
//ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('CustomerIndividualAdd','none');", true);
Response.Redirect("ControlHost.aspx?pageid=CustomerIndividualAdd&RmId=" + customerVo.RmId + "", false);
}
}
else
{
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerType.ascx:btnCustomerProfile_Click()");
object[] objects = new object[5];
objects[0] = customerPortfolioVo;
objects[1] = customerVo;
objects[2] = rmVo;
objects[3] = userVo;
objects[4] = customerIds;
objects[5] = assetInterest;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
Nullable <DateTime> dt = new DateTime();
customerIds = new List <int>();
lblPanDuplicate.Visible = false;
if (Validation())
{
userVo = new UserVo();
if (rbtnIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
//customerVo.RmId = rmVo.RMId;
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
customerVo.Type = "IND";
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
if (ddlSalutation.SelectedIndex == 0)
{
customerVo.Salutation = "";
}
else
{
customerVo.Salutation = ddlSalutation.SelectedValue.ToString();
}
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
}
else if (rbtnNonIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
//customerVo.RmId = rmVo.RMId;
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
customerVo.Type = "NIND";
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.FirstName = txtCompanyName.Text.ToString();
userVo.FirstName = txtCompanyName.Text.ToString();
}
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
//if (chkprospect.Checked)
//{
// customerVo.IsProspect = 1;
//}
//else
//{
// customerVo.IsProspect = 0;
//}
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.PANNum = txtPanNumber.Text.ToString();
customerVo.Dob = DateTime.MinValue;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
customerVo.Adr1State = null;
customerVo.Adr2State = null;
customerVo.ProfilingDate = DateTime.Today;
customerVo.UserId = userVo.UserId;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, tempUserVo.UserId);
Session["Customer"] = "Customer";
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('AdviserCustomer','none');", true);
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerType.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerIds;
objects[1] = customerVo;
objects[2] = rmVo;
objects[3] = userVo;
objects[4] = customerPortfolioVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
Nullable <DateTime> dt = new DateTime();
customerIds = new List <int>();
lblPanDuplicate.Visible = false;
if (Validation())
{
lblPanDuplicate.Visible = false;
userVo = new UserVo();
if (rbtnIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
customerVo.RmId = rmVo.RMId;
if (customerVo.RmId == rmVo.RMId)
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
}
else
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue);
}
customerVo.Type = "IND";
customerVo.TaxStatusCustomerSubTypeId = Int16.Parse(ddlCustomerSubType.SelectedValue.ToString());
customerVo.CustCode = txtClientCode.Text.Trim();
customerVo.IsRealInvestor = chkRealInvestor.Checked;
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
if (ddlSalutation.SelectedIndex == 0)
{
customerVo.Salutation = "";
}
else
{
customerVo.Salutation = ddlSalutation.SelectedValue.ToString();
}
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
}
else if (rbtnNonIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
//customerVo.RmId = rmVo.RMId;
//customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
if (customerVo.RmId == rmVo.RMId)
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
}
else
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue);
}
customerVo.Type = "NIND";
customerVo.TaxStatusCustomerSubTypeId = Int16.Parse(ddlCustomerSubType.SelectedValue.ToString());
customerVo.CustCode = txtClientCode.Text.Trim();
customerVo.IsRealInvestor = chkRealInvestor.Checked;
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.FirstName = txtCompanyName.Text.ToString();
userVo.FirstName = txtCompanyName.Text.ToString();
}
if (customerVo.BranchId == rmVo.BranchId)
{
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
}
else
{
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
}
//if (chkprospect.Checked)
//{
// customerVo.IsProspect = 1;
//}
//else
//{
// customerVo.IsProspect = 0;
//}
//customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.PANNum = txtPanNumber.Text.ToString();
if (!string.IsNullOrEmpty(txtMobileNumber.Text.ToString()))
{
customerVo.Mobile1 = Convert.ToInt64(txtMobileNumber.Text.ToString());
}
else
{
customerVo.Mobile1 = 0;
}
customerVo.Dob = DateTime.MinValue;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
customerVo.Adr1State = null;
customerVo.Adr2State = null;
customerVo.ProfilingDate = DateTime.Today;
customerVo.UserId = userVo.UserId;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerVo.ViaSMS = 1;
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, tempUserVo.UserId);
Session["Customer"] = "Customer";
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
if (page == "Entry")
{
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('OrderEntry','?CustomerId=" + familyVo.CustomerId + " ');", true);
}
else
{
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "MyScript", "alert('Customer Added Successfully!!');", true);
}
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('AdviserCustomer','none');", true);
//trSumbitSuccess.Visible = true;
MakeReadonlyControls();
if (Request.QueryString["AddMFCustLinkId"] != null)
{
lblPanDuplicate.Visible = false;
MakeReadonlyControls();
Response.Write("<script>alert('Customer has been successfully added');</script>");
Response.Write("<script>window.close();</" + "script>");
}
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerType.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerIds;
objects[1] = customerVo;
objects[2] = rmVo;
objects[3] = userVo;
objects[4] = customerPortfolioVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
//Seventh phase: Profile creation
public bool StdInsertCustomerDetails(int adviserId, int processId, int rmId, int branchId, string xmlPath, out int countCustCreated)
{
bool IsProcessComplete = false;
List <StandardProfileUploadVo> stdNewCustomerList = new List <StandardProfileUploadVo>();
Nullable <DateTime> dt = new DateTime();
StandardProfileUploadVo StandardProfileUploadVo = new StandardProfileUploadVo();
countCustCreated = 0;
DataSet getNewFoliosDs = new DataSet();
DataTable getNewFoliosDt = new DataTable();
userId = advisorStaffBo.GetUserId(rmId);
int lenPhoneNum = 0, lenFaxNum = 0;
string resIsdCode = "", resStdCode = "", resPhoneNum = "", offIsdCode = "", offStdCode = "", offPhoneNum = "";
string resFaxIsdCode = "", resFaxStdCode = "", resFaxNum = "", offFaxIsdCode = "", offFaxStdCode = "", offFaxNum = "";
try
{
stdNewCustomerList = GetProfileNewCustomers(processId);
for (int i = 0; i < stdNewCustomerList.Count; i++)
{
customerVo = new CustomerVo();
userVo = new UserVo();
StandardProfileUploadVo = new StandardProfileUploadVo();
StandardProfileUploadVo = stdNewCustomerList[i];
userVo.FirstName = StandardProfileUploadVo.FirstName;
userVo.MiddleName = StandardProfileUploadVo.MiddleName;
userVo.LastName = StandardProfileUploadVo.LastName;
userVo.Email = StandardProfileUploadVo.Email;
userVo.UserType = "Customer";
customerVo.UserId = userId;
customerVo.RmId = StandardProfileUploadsDao.GetBranchHeadId(branchId);
customerVo.BranchId = branchId;
customerVo.ProcessId = processId;
customerVo.Adr1City = StandardProfileUploadVo.Adr1City;
customerVo.Adr1Line1 = StandardProfileUploadVo.Adr1Line1;
customerVo.Adr1Line2 = StandardProfileUploadVo.Adr1Line2;
customerVo.Adr1Line3 = StandardProfileUploadVo.Adr1Line3;
if (StandardProfileUploadVo.Adr1PinCode != "")
{
customerVo.Adr1PinCode = Int32.Parse(StandardProfileUploadVo.Adr1PinCode);
}
customerVo.Email = StandardProfileUploadVo.Email;
customerVo.FirstName = StandardProfileUploadVo.FirstName;
customerVo.MiddleName = StandardProfileUploadVo.MiddleName;
customerVo.LastName = StandardProfileUploadVo.LastName;
customerVo.Gender = StandardProfileUploadVo.Gender;
customerVo.Salutation = StandardProfileUploadVo.Salutation;
customerVo.Adr1City = StandardProfileUploadVo.Adr1City;
customerVo.Adr1Country = StandardProfileUploadVo.Adr1Country;
customerVo.Adr1State = XMLBo.GetStateCode(xmlPath, StandardProfileUploadVo.Adr1State);
customerVo.Adr2City = StandardProfileUploadVo.Adr2City;
customerVo.Adr2Country = StandardProfileUploadVo.Adr2Country;
customerVo.Adr2Line1 = StandardProfileUploadVo.Adr2Line1;
customerVo.Adr2Line2 = StandardProfileUploadVo.Adr2Line2;
customerVo.Adr2Line3 = StandardProfileUploadVo.Adr2Line3;
if (StandardProfileUploadVo.Adr2PinCode != "")
{
customerVo.Adr2PinCode = Int32.Parse(StandardProfileUploadVo.Adr2PinCode);
}
customerVo.Adr2State = StandardProfileUploadVo.Adr2State;
customerVo.AltEmail = StandardProfileUploadVo.AltEmail;
customerVo.AssignedRM = (customerVo.RmId).ToString();
customerVo.CompanyName = StandardProfileUploadVo.CompanyName;
customerVo.CompanyWebsite = StandardProfileUploadVo.CompanyWebsite;
customerVo.ContactFirstName = StandardProfileUploadVo.ContactGuardianFirstName;
customerVo.ContactMiddleName = StandardProfileUploadVo.ContactGuardianMiddleName;
customerVo.ContactLastName = StandardProfileUploadVo.ContactGuardianLastName;
if (StandardProfileUploadVo.Mobile1 != "")
{
customerVo.Mobile1 = Int64.Parse(StandardProfileUploadVo.Mobile1);
}
if (StandardProfileUploadVo.Mobile2 != "")
{
customerVo.Mobile2 = Int64.Parse(StandardProfileUploadVo.Mobile2);
}
if (StandardProfileUploadVo.Nationality != "")
{
customerVo.Nationality = StandardProfileUploadVo.Nationality;
}
if (StandardProfileUploadVo.Occupation != "")
{
customerVo.Occupation = StandardProfileUploadVo.Occupation;
}
if (StandardProfileUploadVo.MaritalStatus != "")
{
customerVo.MaritalStatus = StandardProfileUploadVo.MaritalStatus;
}
if (StandardProfileUploadVo.Qualification != "")
{
customerVo.Qualification = StandardProfileUploadVo.Qualification;
}
customerVo.IsProspect = StandardProfileUploadVo.IsProspect;
customerVo.OfcAdrCity = StandardProfileUploadVo.OfcAdrCity;
customerVo.OfcAdrCountry = StandardProfileUploadVo.OfcAdrCountry;
customerVo.OfcAdrLine1 = StandardProfileUploadVo.OfcAdrLine1;
customerVo.OfcAdrLine2 = StandardProfileUploadVo.OfcAdrLine2;
customerVo.OfcAdrLine3 = StandardProfileUploadVo.OfcAdrLine3;
if (StandardProfileUploadVo.OfcAdrPinCode != "")
{
customerVo.OfcAdrPinCode = Int32.Parse(StandardProfileUploadVo.OfcAdrPinCode);
}
customerVo.OfcAdrState = StandardProfileUploadVo.OfcAdrState;
if (StandardProfileUploadVo.RBIApprovalDate != "")
{
customerVo.RBIApprovalDate = DateTime.Parse(StandardProfileUploadVo.RBIApprovalDate);
}
customerVo.RBIRefNum = StandardProfileUploadVo.RBIRefNum;
customerVo.RegistrationNum = StandardProfileUploadVo.RegistrationNum;
//customerVo.LoginId = StandardProfileUploadVo.Email;
if (StandardProfileUploadVo.Type != "")
{
customerVo.Type = StandardProfileUploadVo.Type;
}
if (StandardProfileUploadVo.SubType != "")
{
customerVo.SubType = StandardProfileUploadVo.SubType;
}
lenPhoneNum = StandardProfileUploadVo.OfcPhoneNum.Length;
if (lenPhoneNum > 9)
{
if (lenPhoneNum >= 8)
{
offPhoneNum = StandardProfileUploadVo.OfcPhoneNum.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
offStdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
offIsdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(0, lenPhoneNum - 11);
}
}
else
{
offStdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(0, lenPhoneNum - 8);
}
}
else
{
offPhoneNum = StandardProfileUploadVo.OfcPhoneNum;
}
if (offIsdCode != "")
{
customerVo.OfcISDCode = Int32.Parse(offIsdCode);
}
else
{
customerVo.OfcISDCode = 0;
}
if (offStdCode != "")
{
customerVo.OfcSTDCode = Int32.Parse(offStdCode);
}
else
{
customerVo.OfcSTDCode = 0;
}
if (offPhoneNum != "")
{
customerVo.OfcPhoneNum = Int32.Parse(offPhoneNum);
}
else
{
customerVo.OfcPhoneNum = 0;
}
}
else
{
if (StandardProfileUploadVo.OfcISDCode != "")
{
customerVo.OfcISDCode = Int32.Parse(StandardProfileUploadVo.OfcISDCode);
}
if (StandardProfileUploadVo.OfcSTDCode != "")
{
customerVo.OfcSTDCode = Int32.Parse(StandardProfileUploadVo.OfcSTDCode);
}
if (StandardProfileUploadVo.OfcPhoneNum != "")
{
customerVo.OfcPhoneNum = Int32.Parse(StandardProfileUploadVo.OfcPhoneNum);
}
}
lenPhoneNum = StandardProfileUploadVo.ResPhoneNum.Length;
if (lenPhoneNum > 9)
{
if (lenPhoneNum >= 8)
{
resPhoneNum = StandardProfileUploadVo.ResPhoneNum.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
resStdCode = StandardProfileUploadVo.ResPhoneNum.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
resIsdCode = StandardProfileUploadVo.ResPhoneNum.Substring(0, lenPhoneNum - 11);
}
}
else
{
resStdCode = StandardProfileUploadVo.ResPhoneNum.Substring(0, lenPhoneNum - 8);
}
}
else
{
resPhoneNum = StandardProfileUploadVo.ResPhoneNum;
}
if (resIsdCode != "")
{
customerVo.ResISDCode = Int32.Parse(resIsdCode);
}
else
{
customerVo.ResISDCode = 0;
}
if (resStdCode != "")
{
customerVo.ResSTDCode = Int32.Parse(resStdCode);
}
else
{
customerVo.ResSTDCode = 0;
}
if (resPhoneNum != "")
{
customerVo.ResPhoneNum = Int32.Parse(resPhoneNum);
}
else
{
customerVo.ResPhoneNum = 0;
}
}
else
{
if (StandardProfileUploadVo.ResISDCode != "")
{
customerVo.ResISDCode = Int32.Parse(StandardProfileUploadVo.ResISDCode);
}
if (StandardProfileUploadVo.ResSTDCode != "")
{
customerVo.ResSTDCode = Int32.Parse(StandardProfileUploadVo.ResSTDCode);
}
if (StandardProfileUploadVo.ResPhoneNum != "")
{
customerVo.ResPhoneNum = Int32.Parse(StandardProfileUploadVo.ResPhoneNum);
}
}
lenFaxNum = StandardProfileUploadVo.OfcFax.Length;
if (lenFaxNum > 9)
{
if (lenFaxNum >= 8)
{
offFaxNum = StandardProfileUploadVo.OfcFax.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
offFaxStdCode = StandardProfileUploadVo.OfcFax.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
offFaxIsdCode = StandardProfileUploadVo.OfcFax.Substring(0, lenFaxNum - 11);
}
}
else
{
offFaxStdCode = StandardProfileUploadVo.OfcFax.Substring(0, lenFaxNum - 8);
}
}
else
{
offFaxNum = StandardProfileUploadVo.OfcFax;
}
if (offFaxIsdCode != "")
{
customerVo.ISDFax = Int32.Parse(offFaxIsdCode);
}
else
{
customerVo.ISDFax = 0;
}
if (offFaxStdCode != "")
{
customerVo.STDFax = Int32.Parse(offFaxStdCode);
}
else
{
customerVo.STDFax = 0;
}
if (offFaxNum != "")
{
customerVo.Fax = Int32.Parse(offFaxNum);
}
else
{
customerVo.Fax = 0;
}
}
else
{
if (StandardProfileUploadVo.OfcFaxISD != "")
{
customerVo.OfcISDFax = Int32.Parse(StandardProfileUploadVo.OfcFaxISD);
}
if (StandardProfileUploadVo.OfcFaxSTD != "")
{
customerVo.OfcSTDFax = Int32.Parse(StandardProfileUploadVo.OfcFaxSTD);
}
if (StandardProfileUploadVo.OfcFax != "")
{
customerVo.OfcFax = Int32.Parse(StandardProfileUploadVo.OfcFax);
}
}
lenFaxNum = StandardProfileUploadVo.Fax.Length;
if (lenFaxNum > 9)
{
if (lenFaxNum >= 8)
{
resFaxNum = StandardProfileUploadVo.Fax.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
resFaxStdCode = StandardProfileUploadVo.Fax.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
resFaxIsdCode = StandardProfileUploadVo.Fax.Substring(0, lenFaxNum - 11);
}
}
else
{
resFaxStdCode = StandardProfileUploadVo.Fax.Substring(0, lenFaxNum - 8);
}
}
else
{
resFaxNum = StandardProfileUploadVo.Fax;
}
if (resFaxIsdCode != "")
{
customerVo.ISDFax = Int32.Parse(resFaxIsdCode);
}
else
{
customerVo.ISDFax = 0;
}
if (offFaxStdCode != "")
{
customerVo.STDFax = Int32.Parse(resFaxStdCode);
}
else
{
customerVo.STDFax = 0;
}
if (offFaxNum != "")
{
customerVo.Fax = Int32.Parse(resFaxNum);
}
else
{
customerVo.Fax = 0;
}
}
else
{
if (StandardProfileUploadVo.ISDFax != "")
{
customerVo.OfcISDFax = Int32.Parse(StandardProfileUploadVo.ISDFax);
}
if (StandardProfileUploadVo.STDFax != "")
{
customerVo.OfcSTDFax = Int32.Parse(StandardProfileUploadVo.STDFax);
}
if (StandardProfileUploadVo.Fax != "")
{
customerVo.OfcFax = Int32.Parse(StandardProfileUploadVo.Fax);
}
}
customerVo.PANNum = StandardProfileUploadVo.PANNum;
customerVo.Password = id.Next(10000, 99999).ToString();
if (StandardProfileUploadVo.DOB != "")
{
customerVo.Dob = DateTime.Parse(StandardProfileUploadVo.DOB);
}
customerVo.ProfilingDate = DateTime.Today;
if (StandardProfileUploadVo.RegistrationDate != "")
{
customerVo.RegistrationDate = DateTime.Parse(StandardProfileUploadVo.RegistrationDate);
}
if (StandardProfileUploadVo.CommencementDate != "")
{
customerVo.CommencementDate = DateTime.Parse(StandardProfileUploadVo.CommencementDate);
}
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, userId);
//Creating Customer Association
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
countCustCreated++;
}
UpdateProfileStagingIsCustomerNew(adviserId, processId, branchId);
IsProcessComplete = true;
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "StandardProfileUploadBo.cs:StdInsertCustomerDetails()");
object[] objects = new object[3];
objects[0] = adviserId;
objects[1] = processId;
objects[2] = rmId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(IsProcessComplete);
}
protected void Page_Load(object sender, EventArgs e)
{
try
{
SessionBo.CheckSession();
userVo = (UserVo)Session["userVo"];
customerVo = customerBo.GetCustomerInfo(userVo.UserId);
Session["CustomerVo"] = customerVo;
lblName.Text = customerVo.FirstName.ToString() + " " + customerVo.MiddleName.ToString() + " " + customerVo.LastName.ToString();
lblPhone.Text = customerVo.ResISDCode.ToString() + " - " + customerVo.ResSTDCode.ToString() + " - " + customerVo.ResPhoneNum.ToString();
lblAddress.Text = customerVo.Adr1Line1.ToString() + "<br />" + customerVo.Adr1Line1.ToString() + "<br />" + customerVo.Adr1Line2.ToString() + "<br />" + customerVo.Adr1Line3.ToString() + "<br />" + customerVo.Adr1PinCode.ToString() + "<br />" + customerVo.Adr1State.ToString() + "<br />" + customerVo.Adr1City.ToString() + "<br />" + customerVo.Adr1Country.ToString();
customerFamilyList = customerFamilyBo.GetCustomerFamily(customerVo.CustomerId);
if (customerFamilyList != null)
{
trFamilyMembers.Visible = true;
DataTable dtCustomerFamilyList = new DataTable();
dtCustomerFamilyList.Columns.Add("AssociationId");
dtCustomerFamilyList.Columns.Add("Name");
dtCustomerFamilyList.Columns.Add("Relationship");
DataRow drCustomerFamily;
for (int i = 0; i < customerFamilyList.Count; i++)
{
drCustomerFamily = dtCustomerFamilyList.NewRow();
CustomerFamilyVo customerFamilyVo = new CustomerFamilyVo();
customerFamilyVo = customerFamilyList[i];
drCustomerFamily[0] = customerFamilyVo.AssociationId.ToString();
drCustomerFamily[1] = customerFamilyVo.AssociateCustomerName.ToString();
drCustomerFamily[2] = customerFamilyVo.Relationship;
dtCustomerFamilyList.Rows.Add(drCustomerFamily);
}
if (dtCustomerFamilyList.Rows.Count > 0)
{
gvFamilyMembers.DataSource = dtCustomerFamilyList;
gvFamilyMembers.DataBind();
gvFamilyMembers.Visible = true;
trFamilyMembers.Visible = true;
}
else
{
gvFamilyMembers.DataSource = null;
gvFamilyMembers.DataBind();
trFamilyMembers.Visible = false;
}
}
else
{
gvFamilyMembers.DataSource = null;
gvFamilyMembers.DataBind();
trFamilyMembers.Visible = false;
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerIndividualDashboard.ascx:Page_Load()");
object[] objects = new object[2];
objects[1] = customerVo;
objects[2] = userVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
