public string getAssetLiabilityStatus(assetAndLiability al)
{
string status = "incomplete";
if (al.assetAndLiabilityNeeded == 0)
{
if (al.premiumRecomendedNeeded == 0)
{
if ((al.regularSumCash != null && al.regularSumCash != "") ||
(al.regularSumCpf != null && al.regularSumCpf != "") ||
(al.lumpSumCash != null && al.lumpSumCash != "") ||
(al.lumpSumCpf != null && al.lumpSumCpf != ""))
{
status = "complete";
}
else
{
status = "incomplete";
}
if (al.assetIncomePercent != null && al.assetIncomePercent != "")
{
status = "complete";
}
else
{
status = "incomplete";
}
}
else
{
if ((al.regularSumCash != null && al.regularSumCash != "") ||
(al.regularSumCpf != null && al.regularSumCpf != "") ||
(al.lumpSumCash != null && al.lumpSumCash != "") ||
(al.lumpSumCpf != null && al.lumpSumCpf != ""))
{
status = "complete";
}
}
}
else
{
if (al.assetAndLiabilityNotNeededReason != null && al.assetAndLiabilityNotNeededReason != "")
{
status = "complete";
}
}
return status;
}
protected void populateAssetAndLiabilityDetails(assetAndLiability assetLiabilityForCase, string caseId)
{
if (assetLiabilityForCase != null)
{
this.bankAcctCash.Text = assetLiabilityForCase.bankAcctCash;
this.cashLoan.Text = assetLiabilityForCase.cashLoan;
this.cpfoaBal.Text = assetLiabilityForCase.cpfoaBal;
this.cpfsaBal.Text = assetLiabilityForCase.cpfsaBal;
this.creditCard.Text = assetLiabilityForCase.creditCard;
this.homeMortgage.Text = assetLiabilityForCase.homeMortgage;
this.ilpCash.Text = assetLiabilityForCase.ilpCash;
this.ilpCpf.Text = assetLiabilityForCase.ilpCpf;
this.invPropCash.Text = assetLiabilityForCase.invPropCash;
this.invPropCpf.Text = assetLiabilityForCase.invPropCpf;
this.lumpSumCash.Text = assetLiabilityForCase.lumpSumCash;
this.lumpSumCpf.Text = assetLiabilityForCase.lumpSumCpf;
this.netWorth.Text = assetLiabilityForCase.netWorth;
this.regularSumCash.Text = assetLiabilityForCase.regularSumCash;
this.regularSumCpf.Text = assetLiabilityForCase.regularSumCpf;
this.resPropCash.Text = assetLiabilityForCase.resPropCash;
this.resPropCpf.Text = assetLiabilityForCase.resPropCpf;
this.srsBal.Text = assetLiabilityForCase.srsBal;
this.srsInvCash.Text = assetLiabilityForCase.srsInvCash;
this.stocksSharesCash.Text = assetLiabilityForCase.stocksSharesCash;
this.stocksSharesCpf.Text = assetLiabilityForCase.stocksSharesCpf;
this.unitTrustsCash.Text = assetLiabilityForCase.unitTrustsCash;
this.unitTrustsCpf.Text = assetLiabilityForCase.unitTrustsCpf;
this.vehicleLoan.Text = assetLiabilityForCase.vehicleLoan;
this.cpfMediSaveBalance.Text = assetLiabilityForCase.cpfMediSaveBalance;
this.caseId.Value = assetLiabilityForCase.caseId;
this.assetList.DataSource = assetLiabilityForCase.investedAssetOthers;
this.assetList.DataBind();
this.liabilitiesOtherRepeater.DataSource = assetLiabilityForCase.liabilityOthers;
this.liabilitiesOtherRepeater.DataBind();
this.otherPersonalAssetsRepeater.DataSource = assetLiabilityForCase.personalUseAssetsOthers;
this.otherPersonalAssetsRepeater.DataBind();
this.caseId.Value = caseId;
if (assetLiabilityForCase.liabilityOthers.Count > 0)
this.otherInvestedAssetsNumber.Value = (assetLiabilityForCase.liabilityOthers.Count - 1) + "";
if (assetLiabilityForCase.personalUseAssetsOthers.Count > 0)
this.otherPersonalUsedAssetsNumber.Value = (assetLiabilityForCase.personalUseAssetsOthers.Count - 1) + "";
if (assetLiabilityForCase.investedAssetOthers.Count > 0)
this.otherInvestedAssetsNumber.Value = (assetLiabilityForCase.investedAssetOthers.Count - 1) + "";
}
activityId.Value = caseId;
}
public Boolean insertNewAssetLiabilityDetails(assetAndLiability assetAndLiability)
{
Boolean status = true;
try
{
dbDataContext ct = new dbDataContext();
ct.assetAndLiabilities.InsertOnSubmit(assetAndLiability);
ct.SubmitChanges();
}
catch (Exception e)
{
status = false;
string str = e.Message;
}
return status;
}
protected assetAndLiability copyAssetBaseClass(assetAndLiability assetAndLiability)
{
assetAndLiability.bankAcctCash = bankAcctCash.Text;
assetAndLiability.cashLoan = cashLoan.Text;
assetAndLiability.cpfoaBal = cpfoaBal.Text;
assetAndLiability.cpfsaBal = cpfsaBal.Text;
assetAndLiability.creditCard = creditCard.Text;
assetAndLiability.homeMortgage = homeMortgage.Text;
assetAndLiability.ilpCash = ilpCash.Text;
assetAndLiability.ilpCpf = ilpCpf.Text;
assetAndLiability.invPropCash = invPropCash.Text;
assetAndLiability.invPropCpf = invPropCpf.Text;
assetAndLiability.lumpSumCash = lumpSumCash.Text;
assetAndLiability.lumpSumCpf = lumpSumCpf.Text;
assetAndLiability.regularSumCash = regularSumCash.Text;
assetAndLiability.regularSumCpf = regularSumCpf.Text;
assetAndLiability.resPropCash = resPropCash.Text;
assetAndLiability.resPropCpf = resPropCpf.Text;
assetAndLiability.srsBal = srsBal.Text;
assetAndLiability.srsInvCash = srsInvCash.Text;
assetAndLiability.stocksSharesCash = stocksSharesCash.Text;
assetAndLiability.stocksSharesCpf = stocksSharesCpf.Text;
assetAndLiability.submissionDate = DateTime.Today;
assetAndLiability.unitTrustsCash = unitTrustsCash.Text;
assetAndLiability.unitTrustsCpf = unitTrustsCpf.Text;
assetAndLiability.vehicleLoan = vehicleLoan.Text;
assetAndLiability.cpfMediSaveBalance = cpfMediSaveBalance.Text;
assetAndLiability.netWorth = netWorth.Text;
assetAndLiability.assetAndLiabilityNotNeededReason = assetLiabilitiesNotNeededReason.Text;
assetAndLiability.assetAndLiabilityNeeded = Convert.ToInt32(assetLiabilitiesEnable.SelectedValue);
assetAndLiability.assetIncomePercent = assetIncomePercent.Text;
if ((premiumRecomended.SelectedValue != null) && (!premiumRecomended.SelectedValue.Equals("")))
assetAndLiability.premiumRecomendedNeeded = Convert.ToInt32(premiumRecomended.SelectedValue);
else
{
assetAndLiability.premiumRecomendedNeeded = 0;
}
return assetAndLiability;
}
public List<string> printErrorMessages(assetAndLiability assetAndLiability)
{
List<string> list = new List<string>();
if (assetAndLiability.assetAndLiabilityNeeded == 0)
{
if (assetAndLiability != null)
{
if (
(assetAndLiability.regularSumCash == null || assetAndLiability.regularSumCash == "") &&
(assetAndLiability.regularSumCpf == null || assetAndLiability.regularSumCpf == "") &&
(assetAndLiability.lumpSumCpf == null || assetAndLiability.lumpSumCpf == "") &&
(assetAndLiability.lumpSumCash == null || assetAndLiability.lumpSumCash == "")
)
{
list.Add("Please fill one of the following values : Regular sum or Lump Sum (CPF or Cash)");
}
}
if (assetAndLiability.premiumRecomendedNeeded == 0)
{
if (assetAndLiability.assetIncomePercent == null || assetAndLiability.assetIncomePercent == "")
{
list.Add("Please enter the Asset/Income %");
}
}
}
else
{
if (assetAndLiability.assetAndLiabilityNotNeededReason == null || assetAndLiability.assetAndLiabilityNotNeededReason == "")
{
list.Add("Please enter the reason for not considering Assets and Liabilities");
}
}
return list;
}
protected void saveAssetLiabilitiesDetails(object sender, EventArgs e)
{
string caseId = "";
if (ViewState["caseId"] != null)
{
caseId = ViewState["caseId"].ToString();
}
if (Session["fnacaseid"] != null)
{
caseId = Session["fnacaseid"].ToString();
}
string actv = "";
if (ViewState["activity"] != null)
{
actv = ViewState["activity"].ToString();
}
AssetAndLiabilityDAO assetAndLiabilityDAO = new AssetAndLiabilityDAO();
assetAndLiability assetAndLiability = assetAndLiabilityDAO.getAssetLiabilityForCase(caseId);
string status = "new";
if (assetAndLiability != null)
{
copyAssetBaseClass(assetAndLiability);
status = "update";
}
else
{
assetAndLiability = new assetAndLiability();
copyAssetBaseClass(assetAndLiability);
}
int noofmemberOfInvestedAssets = 0;
int noOfLiabilitiesNumber = 0;
int noPersonalUsedAssetsNumber = 0;
if (otherInvestedAssetsNumber.Value != "")
{
noofmemberOfInvestedAssets = Int16.Parse(otherInvestedAssetsNumber.Value) + 1;
}
if (otherPersonalUsedAssetsNumber.Value != "")
{
noPersonalUsedAssetsNumber = Int16.Parse(otherPersonalUsedAssetsNumber.Value) + 1;
}
if (otherLiabilitiesNumber.Value != "")
{
noOfLiabilitiesNumber = Int16.Parse(otherLiabilitiesNumber.Value) + 1;
}
EntitySet<personalUseAssetsOther> personalUseAssets = new EntitySet<personalUseAssetsOther>();
EntitySet<liabilityOther> liabilityOthers = new EntitySet<liabilityOther>();
EntitySet<investedAssetOther> investedAssetOther = new EntitySet<investedAssetOther>();
if (noofmemberOfInvestedAssets > 0)
{
for (int i = 0; i < noofmemberOfInvestedAssets; i++)
{
if (Request.Form["priothers-" + i] != null)
{
investedAssetOther asset = new investedAssetOther();
asset.cash = Request.Form["priotherscash-" + i];
asset.cpf = Request.Form["priotherscpf-" + i];
asset.date = DateTime.Today;
asset.assetDesc = Request.Form["priothers-" + i];
investedAssetOther.Add(asset);
}
}
}
assetAndLiability.investedAssetOthers = investedAssetOther;
if (noPersonalUsedAssetsNumber > 0)
{
for (int i = 0; i < noPersonalUsedAssetsNumber; i++)
{
if (Request.Form["priotherspu-" + i] != null)
{
personalUseAssetsOther asset = new personalUseAssetsOther();
asset.cash = Request.Form["priotherspucash-" + i];
asset.cpf = Request.Form["priotherspucpf-" + i];
asset.date = DateTime.Today;
asset.assetDesc = Request.Form["priotherspu-" + i];
personalUseAssets.Add(asset);
}
}
}
assetAndLiability.personalUseAssetsOthers = personalUseAssets;
if (noOfLiabilitiesNumber > 0)
{
for (int i = 0; i < noOfLiabilitiesNumber; i++)
{
if (Request.Form["priotherslb-" + i] != null)
{
liabilityOther liability = new liabilityOther();
liability.liabilityDesc = Request.Form["priotherslb-" + i];
liability.cash = Request.Form["priotherslbamount-" + i];
liability.date = DateTime.Today;
liabilityOthers.Add(liability);
}
}
}
assetAndLiability.liabilityOthers = liabilityOthers;
AssetAndLiabilityDAO dao = new AssetAndLiabilityDAO();
if (status.Equals("new"))
{
assetAndLiability.caseId = caseId;
dao.insertNewAssetLiabilityDetails(assetAndLiability);
}
else
dao.updateAssetLiabilityDetails(assetAndLiability);
this.assetList.DataSource = investedAssetOther;
this.assetList.DataBind();
this.liabilitiesOtherRepeater.DataSource = liabilityOthers;
this.liabilitiesOtherRepeater.DataBind();
this.otherPersonalAssetsRepeater.DataSource = personalUseAssets;
this.otherPersonalAssetsRepeater.DataBind();
string sts = activityStatusCheck.getAssetLiabilityStatus(assetAndLiability);
activityStatusDao.saveOrUpdateActivityStatus(caseId, actv, sts);
markStatusOnTab(caseId);
string caseStatus = activityStatusCheck.getZPlanStatus(caseId);
string url = Server.MapPath("~/_layouts/Zurich/Printpages/");
pdfData = activityStatusCheck.sendDataToSalesPortal(caseId, caseStatus, url, sendPdf);
/*if (st == 1)
{
lblStatusSubmitted.Visible = false;
}
else
{
lblStatusSubmissionFailed.Visible = true;
}*/
if (liabilityOthers.Count > 0)
this.otherInvestedAssetsNumber.Value = (liabilityOthers.Count - 1) + "";
if (personalUseAssets.Count > 0)
this.otherPersonalUsedAssetsNumber.Value = (personalUseAssets.Count - 1) + "";
if (investedAssetOther.Count > 0)
this.otherInvestedAssetsNumber.Value = (investedAssetOther.Count - 1) + "";
activityId.Value = caseId;
lblPdSummarySaveSuccess.Visible = true;
List<string> errors = printErrorMessages(assetAndLiability);
this.ErrorRepeater.DataSource = errors;
this.ErrorRepeater.DataBind();
}
protected void populateAssetAndLiabilityDetails(assetAndLiability assetLiabilityForCase, string caseId)
{
if (assetLiabilityForCase != null)
{
this.bankAcctCash.Text = assetLiabilityForCase.bankAcctCash;
this.cashLoan.Text = assetLiabilityForCase.cashLoan;
this.cpfoaBal.Text = assetLiabilityForCase.cpfoaBal;
this.cpfsaBal.Text = assetLiabilityForCase.cpfsaBal;
this.creditCard.Text = assetLiabilityForCase.creditCard;
this.homeMortgage.Text = assetLiabilityForCase.homeMortgage;
this.ilpCash.Text = assetLiabilityForCase.ilpCash;
this.ilpCpf.Text = assetLiabilityForCase.ilpCpf;
this.invPropCash.Text = assetLiabilityForCase.invPropCash;
this.invPropCpf.Text = assetLiabilityForCase.invPropCpf;
this.lumpSumCash.Text = assetLiabilityForCase.lumpSumCash;
this.lumpSumCpf.Text = assetLiabilityForCase.lumpSumCpf;
this.netWorth.Text = assetLiabilityForCase.netWorth;
this.regularSumCash.Text = assetLiabilityForCase.regularSumCash;
this.regularSumCpf.Text = assetLiabilityForCase.regularSumCpf;
this.resPropCash.Text = assetLiabilityForCase.resPropCash;
this.resPropCpf.Text = assetLiabilityForCase.resPropCpf;
this.srsBal.Text = assetLiabilityForCase.srsBal;
this.srsInvCash.Text = assetLiabilityForCase.srsInvCash;
this.stocksSharesCash.Text = assetLiabilityForCase.stocksSharesCash;
this.stocksSharesCpf.Text = assetLiabilityForCase.stocksSharesCpf;
this.unitTrustsCash.Text = assetLiabilityForCase.unitTrustsCash;
this.unitTrustsCpf.Text = assetLiabilityForCase.unitTrustsCpf;
this.vehicleLoan.Text = assetLiabilityForCase.vehicleLoan;
this.cpfMediSaveBalance.Text = assetLiabilityForCase.cpfMediSaveBalance;
this.assetLiabilitiesEnable.SelectedValue = assetLiabilityForCase.assetAndLiabilityNeeded.ToString();
if (assetLiabilityForCase.assetAndLiabilityNotNeededReason != null)
assetLiabilitiesNotNeededReason.Text = assetLiabilityForCase.assetAndLiabilityNotNeededReason.ToString();
else
assetLiabilitiesNotNeededReason.Text = "";
this.premiumRecomended.SelectedValue = assetLiabilityForCase.premiumRecomendedNeeded.ToString();
if (assetLiabilityForCase.assetIncomePercent != null)
assetIncomePercent.Text = assetLiabilityForCase.assetIncomePercent.ToString();
else
assetIncomePercent.Text = "";
this.caseId.Value = assetLiabilityForCase.caseId;
this.assetList.DataSource = assetLiabilityForCase.investedAssetOthers;
this.assetList.DataBind();
this.liabilitiesOtherRepeater.DataSource = assetLiabilityForCase.liabilityOthers;
this.liabilitiesOtherRepeater.DataBind();
this.otherPersonalAssetsRepeater.DataSource = assetLiabilityForCase.personalUseAssetsOthers;
this.otherPersonalAssetsRepeater.DataBind();
this.caseId.Value = caseId;
if (assetLiabilityForCase.liabilityOthers.Count > 0)
this.otherLiabilitiesNumber.Value = (assetLiabilityForCase.liabilityOthers.Count - 1) + "";
if (assetLiabilityForCase.personalUseAssetsOthers.Count > 0)
this.otherPersonalUsedAssetsNumber.Value = (assetLiabilityForCase.personalUseAssetsOthers.Count - 1) + "";
if (assetLiabilityForCase.investedAssetOthers.Count > 0)
this.otherInvestedAssetsNumber.Value = (assetLiabilityForCase.investedAssetOthers.Count - 1) + "";
List<string> errors = printErrorMessages(assetLiabilityForCase);
this.ErrorRepeater.DataSource = errors;
this.ErrorRepeater.DataBind();
}
else
{
assetLiabilitiesEnable.SelectedValue = "0";
premiumRecomended.SelectedValue = "0";
}
activityId.Value = caseId;
}
public Boolean updateAssetLiabilityDetails(assetAndLiability assetAndLiability)
{
Boolean status = true;
assetAndLiability assetLiability = null;
try
{
dbDataContext ct = new dbDataContext();
//retrieve existing saving goal
var queryAssetAndLiabilityGoals = from al in ct.assetAndLiabilities
where al.caseId == assetAndLiability.caseId
select al;
foreach (assetAndLiability assetLiabilityGoals in queryAssetAndLiabilityGoals)
{
assetLiability = assetLiabilityGoals;
}
assetLiability.bankAcctCash = assetAndLiability.bankAcctCash;
assetLiability.cashLoan = assetAndLiability.cashLoan;
assetLiability.cpfoaBal = assetAndLiability.cpfoaBal;
assetLiability.creditCard = assetAndLiability.creditCard;
assetLiability.homeMortgage = assetAndLiability.homeMortgage;
assetLiability.ilpCash = assetAndLiability.ilpCash;
assetLiability.ilpCpf = assetAndLiability.ilpCpf;
assetLiability.invPropCash = assetAndLiability.invPropCash;
assetLiability.invPropCpf = assetAndLiability.invPropCpf;
assetLiability.lumpSumCash = assetAndLiability.lumpSumCash;
assetLiability.lumpSumCpf = assetAndLiability.lumpSumCpf;
assetLiability.netWorth = assetAndLiability.netWorth;
assetLiability.regularSumCash = assetAndLiability.regularSumCash;
assetLiability.regularSumCpf = assetAndLiability.regularSumCpf;
assetLiability.resPropCash = assetAndLiability.resPropCash;
assetLiability.resPropCpf = assetAndLiability.resPropCpf;
assetLiability.srsBal = assetAndLiability.srsBal;
assetLiability.srsInvCash = assetAndLiability.srsInvCash;
assetLiability.stocksSharesCash = assetAndLiability.stocksSharesCash;
assetLiability.stocksSharesCpf = assetAndLiability.stocksSharesCpf;
assetLiability.submissionDate = assetAndLiability.submissionDate;
assetLiability.unitTrustsCash = assetAndLiability.unitTrustsCash;
assetLiability.unitTrustsCpf = assetAndLiability.unitTrustsCpf;
assetLiability.vehicleLoan = assetAndLiability.vehicleLoan;
assetLiability.cpfsaBal = assetAndLiability.cpfsaBal;
assetLiability.cpfMediSaveBalance = assetAndLiability.cpfMediSaveBalance;
assetLiability.assetAndLiabilityNeeded = assetAndLiability.assetAndLiabilityNeeded;
assetLiability.assetAndLiabilityNotNeededReason = assetAndLiability.assetAndLiabilityNotNeededReason;
assetLiability.assetIncomePercent = assetAndLiability.assetIncomePercent;
assetLiability.premiumRecomendedNeeded = assetAndLiability.premiumRecomendedNeeded;
var queryliabilityOthers = from liabilityOther in ct.liabilityOthers
where liabilityOther.assetLiabilityId == assetAndLiability.id
select liabilityOther;
foreach (liabilityOther liabilityOthers in queryliabilityOthers)
{
ct.liabilityOthers.DeleteOnSubmit(liabilityOthers);
}
var querypersonalUseAssetsOthers = from personalUseAssetsOther in ct.personalUseAssetsOthers
where personalUseAssetsOther.assetLiabilityId == assetAndLiability.id
select personalUseAssetsOther;
foreach (personalUseAssetsOther personalUseAssetsOther in querypersonalUseAssetsOthers)
{
ct.personalUseAssetsOthers.DeleteOnSubmit(personalUseAssetsOther);
}
var queryinvestedAssetOthers = from investedAssetOthers in ct.investedAssetOthers
where investedAssetOthers.assetLiabilityId == assetAndLiability.id
select investedAssetOthers;
foreach (investedAssetOther investedAssetOther in queryinvestedAssetOthers)
{
ct.investedAssetOthers.DeleteOnSubmit(investedAssetOther);
}
//update liability others list for the AssetLiability goal
if (assetAndLiability.liabilityOthers != null && assetAndLiability.liabilityOthers.Count > 0)
{
EntitySet<liabilityOther> liabilityOtherSet = new EntitySet<liabilityOther>();
foreach (liabilityOther liabilityOther in assetAndLiability.liabilityOthers)
{
liabilityOtherSet.Add(liabilityOther);
}
assetLiability.liabilityOthers = liabilityOtherSet;
}
//update personal UseAssets others list for the AssetLiability
if (assetAndLiability.personalUseAssetsOthers != null && assetAndLiability.personalUseAssetsOthers.Count > 0)
{
EntitySet<personalUseAssetsOther> personalUseAssetsOtherSet = new EntitySet<personalUseAssetsOther>();
foreach (personalUseAssetsOther liabilityOther in assetAndLiability.personalUseAssetsOthers)
{
personalUseAssetsOtherSet.Add(liabilityOther);
}
assetLiability.personalUseAssetsOthers = personalUseAssetsOtherSet;
}
//update invested others list for the AssetLiability
if (assetAndLiability.investedAssetOthers != null && assetAndLiability.investedAssetOthers.Count > 0)
{
EntitySet<investedAssetOther> investedAssetOtherSet = new EntitySet<investedAssetOther>();
foreach (investedAssetOther investedAssetOther in assetAndLiability.investedAssetOthers)
{
investedAssetOtherSet.Add(investedAssetOther);
}
assetLiability.investedAssetOthers = investedAssetOtherSet;
}
ct.SubmitChanges();
}
catch (Exception e)
{
status = false;
string str = e.Message;
}
return status;
}
partial void DeleteassetAndLiability(assetAndLiability instance);
partial void UpdateassetAndLiability(assetAndLiability instance);
partial void InsertassetAndLiability(assetAndLiability instance);