/// <summary>
///
/// </summary>
/// <param name="mf"></param>
/// <param name="accountId"></param>
/// <param name="Close"></param>
public frmAdvisor(frmMain mf, VSP.Business.Entities.Advisor planAdvisor, FormClosedEventHandler Close = null)
{
frmSplashScreen ss = new frmSplashScreen();
ss.Show();
Application.DoEvents();
InitializeComponent();
frmMain_Parent = mf;
this.MaximumSize = Screen.PrimaryScreen.WorkingArea.Size;
Application.AddMessageFilter(this);
controlsToMove.Add(this.pnlSummaryTabHeader);
controlsToMove.Add(this.panel16);
controlsToMove.Add(this.label1);
controlsToMove.Add(this.label23);
FormClosed += Close;
DataIntegrationHub.Business.Entities.PlanAdvisor dihPA = new DataIntegrationHub.Business.Entities.PlanAdvisor(planAdvisor.Id);
CurrentPlanAdvisor = planAdvisor;
txtName.Text = dihPA.Name;
cboServicesView.SelectedIndex = 0;
LoadDgvServices(true);
ss.Close();
this.Show();
}
private void LoadDgvAdvisors()
{
DataTable dataTable = VSP.Business.Entities.PlanAdvisor.GetAssociated(CurrentPlan.PlanId);
var dataTableEnum = dataTable.AsEnumerable();
/// Set the datatable based on the SelectedIndex of <see cref="cboRkViews"/>.
switch (cboAdvisorViews.SelectedIndex)
{
case 0:
dataTableEnum = dataTableEnum.Where(x => x.Field <int>("StateCode") == 0);
break;
case 1:
dataTableEnum = dataTableEnum.Where(x => x.Field <int>("StateCode") == 1);
break;
default:
return;
}
if (dataTableEnum.Any())
{
dataTable = dataTableEnum.CopyToDataTable();
}
else
{
dataTable.Rows.Clear();
}
dataTable.Columns.Add("Name");
int i = 0;
foreach (DataRow dr in dataTable.Rows)
{
Guid advisorId = new Guid(dr["AdvisorId"].ToString());
DataIntegrationHub.Business.Entities.PlanAdvisor advisor = new DataIntegrationHub.Business.Entities.PlanAdvisor(advisorId);
dataTable.Rows[i]["Name"] = advisor.Name;
i++;
}
dgvAdvisors.DataSource = dataTable;
// Display/order the columns.
dgvAdvisors.Columns["PlanAdvisorId"].Visible = false;
dgvAdvisors.Columns["AdvisorId"].Visible = false;
dgvAdvisors.Columns["PlanId"].Visible = false;
dgvAdvisors.Columns["CreatedBy"].Visible = false;
dgvAdvisors.Columns["CreatedOn"].Visible = false;
dgvAdvisors.Columns["ModifiedBy"].Visible = false;
dgvAdvisors.Columns["ModifiedOn"].Visible = false;
dgvAdvisors.Columns["StateCode"].Visible = false;
dgvAdvisors.Columns["Name"].DisplayIndex = 0;
dgvAdvisors.Columns["DateAdded"].DisplayIndex = 1;
dgvAdvisors.Columns["DateRemoved"].DisplayIndex = 2;
}
/// <summary>
///
/// </summary>
/// <param name="mf"></param>
/// <param name="accountId"></param>
/// <param name="Close"></param>
public frmPlanAdvisor(frmMain mf, VSP.Business.Entities.PlanAdvisor planAdvisor, FormClosedEventHandler Close = null)
{
frmSplashScreen ss = new frmSplashScreen();
ss.Show();
Application.DoEvents();
InitializeComponent();
frmMain_Parent = mf;
this.MaximumSize = Screen.PrimaryScreen.WorkingArea.Size;
Application.AddMessageFilter(this);
controlsToMove.Add(this.pnlSummaryTabHeader);
controlsToMove.Add(this.panel16);
controlsToMove.Add(this.label1);
controlsToMove.Add(this.label23);
FormClosed += Close;
CurrentPlanAdvisor = planAdvisor;
cboFeeViews.SelectedIndex = 0;
PreloadCbos();
if (CurrentPlanAdvisor.PlanId != null)
{
Plan plan = new Plan(CurrentPlanAdvisor.PlanId);
cboPlan.Text = plan.Name + " - " + plan.Description;
}
if (CurrentPlanAdvisor.AdvisorId != null)
{
DataIntegrationHub.Business.Entities.PlanAdvisor advisor = new DataIntegrationHub.Business.Entities.PlanAdvisor(CurrentPlanAdvisor.AdvisorId);
cboAdvisor.Text = advisor.Name;
}
if (CurrentPlanAdvisor.DateAdded != null)
{
txtDateAdded.Text = ((DateTime)CurrentPlanAdvisor.DateAdded).ToString("MM/dd/yyyy");
}
if (CurrentPlanAdvisor.DateRemoved != null)
{
txtDateRemoved.Text = ((DateTime)CurrentPlanAdvisor.DateRemoved).ToString("MM/dd/yyyy");
}
cboFeeViews.SelectedIndex = 0;
CurrentTabLabel = label46; // Summary tab label
highlightSelectedTabLabel(CurrentTabLabel);
ss.Close();
this.Show();
}
/// <summary>
///
/// </summary>
/// <param name="mf"></param>
/// <param name="planAdvisor"></param>
/// <param name="Close"></param>
public frmPlanAdvisorFee(frmMain mf, VSP.Business.Entities.PlanAdvisor planAdvisor, FormClosedEventHandler Close = null)
{
frmSplashScreen ss = new frmSplashScreen();
ss.Show();
Application.DoEvents();
InitializeComponent();
frmMain_Parent = mf;
this.MaximumSize = Screen.PrimaryScreen.WorkingArea.Size;
Application.AddMessageFilter(this);
controlsToMove.Add(this.pnlSummaryTabHeader);
controlsToMove.Add(this.panel16);
controlsToMove.Add(this.label1);
controlsToMove.Add(this.label23);
FormClosed += Close;
Plan plan = new Plan(planAdvisor.PlanId);
Advisor advisor = new Advisor(planAdvisor.AdvisorId);
DataIntegrationHub.Business.Entities.PlanAdvisor plAd = new DataIntegrationHub.Business.Entities.PlanAdvisor(planAdvisor.AdvisorId);
txtAdvisor.Text = plAd.Name;
CurrentPlanAdvisorFee = new PlanAdvisorFee();
CurrentPlanAdvisorFee.PlanAdvisorId = planAdvisor.Id;
txtPlan.Text = plan.Name;
CurrentTabLabel = label46; // Summary tab label
highlightSelectedTabLabel(CurrentTabLabel);
ss.Close();
this.Show();
}
/// <summary>
///
/// </summary>
/// <param name="mf"></param>
/// <param name="planAdvisorFee"></param>
/// <param name="Close"></param>
public frmPlanAdvisorFee(frmMain mf, PlanAdvisorFee planAdvisorFee, FormClosedEventHandler Close = null)
{
frmSplashScreen ss = new frmSplashScreen();
ss.Show();
Application.DoEvents();
InitializeComponent();
frmMain_Parent = mf;
this.MaximumSize = Screen.PrimaryScreen.WorkingArea.Size;
Application.AddMessageFilter(this);
controlsToMove.Add(this.pnlSummaryTabHeader);
controlsToMove.Add(this.panel16);
controlsToMove.Add(this.label1);
controlsToMove.Add(this.label23);
FormClosed += Close;
Business.Entities.PlanAdvisor planAdvisor = new Business.Entities.PlanAdvisor(planAdvisorFee.PlanAdvisorId);
Plan plan = new Plan(planAdvisor.PlanId);
Advisor advisor = new Advisor(planAdvisor.AdvisorId);
DataIntegrationHub.Business.Entities.PlanAdvisor dihPlanAdvisor = new DataIntegrationHub.Business.Entities.PlanAdvisor(advisor.Id);
CurrentPlanAdvisorFee = planAdvisorFee;
txtPlan.Text = plan.Name;
txtAdvisor.Text = dihPlanAdvisor.Name;
txtNotes.Text = CurrentPlanAdvisorFee.Notes;
txtName.Text = CurrentPlanAdvisorFee.Name;
txtNotes.Focus();
if (CurrentPlanAdvisorFee.Fee != null)
{
txtFee.Text = ((decimal)CurrentPlanAdvisorFee.Fee).ToString("#,##");
}
if (CurrentPlanAdvisorFee.Benchmark25Fee != null)
{
txtBenchmark25Fee.Text = ((decimal)CurrentPlanAdvisorFee.Benchmark25Fee).ToString("#,##");
}
if (CurrentPlanAdvisorFee.Benchmark50Fee != null)
{
txtBenchmark50Fee.Text = ((decimal)CurrentPlanAdvisorFee.Benchmark50Fee).ToString("#,##");
}
if (CurrentPlanAdvisorFee.Benchmark75Fee != null)
{
txtBenchmark75Fee.Text = ((decimal)CurrentPlanAdvisorFee.Benchmark75Fee).ToString("#,##");
}
if (CurrentPlanAdvisorFee.AsOfDate != null)
{
dateAsOfDate.Value = (DateTime)CurrentPlanAdvisorFee.AsOfDate;
dateAsOfDate.Checked = true;
}
else
{
dateAsOfDate.Checked = false;
}
chbxRevenueSharingPaid.Checked = CurrentPlanAdvisorFee.RevenueSharingPaid;
chbxForfeituresPaid.Checked = CurrentPlanAdvisorFee.ForfeituresPaid;
chbxParticipantsPaid.Checked = CurrentPlanAdvisorFee.ParticipantsPaid;
chbxPlanSponsorPaid.Checked = CurrentPlanAdvisorFee.PlanSponsorPaid;
CurrentTabLabel = label46; // Summary tab label
highlightSelectedTabLabel(CurrentTabLabel);
ss.Close();
this.Show();
}
