/// <summary>
/// Used to get income details for Customer Prospect
/// </summary>
/// <param name="customerId"></param>
/// <param name="totalIncome"></param>
/// <returns></returns>
public List <CustomerProspectIncomeDetailsVo> GetIncomeDetailsForCustomerProspect(DataTable dtCustomerProspectIncomeDetails)
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
CustomerProspectIncomeDetailsVo customerprospectincomedetailsvo;
List <CustomerProspectIncomeDetailsVo> customerprospectincomedetailslist = new List <CustomerProspectIncomeDetailsVo>();
try
{
if (dtCustomerProspectIncomeDetails != null && dtCustomerProspectIncomeDetails.Rows.Count > 0)
{
for (int i = 0; i < dtCustomerProspectIncomeDetails.Rows.Count; i++)
{
customerprospectincomedetailsvo = new CustomerProspectIncomeDetailsVo();
customerprospectincomedetailsvo.IncomeDetailsId = int.Parse(dtCustomerProspectIncomeDetails.Rows[i]["CFPID_FPIncomeDetailsId"].ToString());
customerprospectincomedetailsvo.IncomeCategoryCode = int.Parse(dtCustomerProspectIncomeDetails.Rows[i]["XIC_IncomeCategoryCode"].ToString());
if (dtCustomerProspectIncomeDetails.Rows[i]["CFPID_Value"] != null && dtCustomerProspectIncomeDetails.Rows[i]["CFPID_Value"].ToString() != "")
{
customerprospectincomedetailsvo.IncomeValue = double.Parse(dtCustomerProspectIncomeDetails.Rows[i]["CFPID_Value"].ToString());
}
customerprospectincomedetailslist.Add(customerprospectincomedetailsvo);
}
}
}
catch (Exception ex)
{
throw ex;
}
return(customerprospectincomedetailslist);
}
/// <summary>
/// Used to Get Expense Details about customers
/// </summary>
/// <param name="customerId"></param>
/// <param name="totalExpense"></param>
/// <returns></returns>
public List <CustomerProspectExpenseDetailsVo> GetExpenseDetailsForCustomerProspect(int customerId)
{
DataSet dsCustomerProspectExpenseDetails = null;
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
CustomerProspectExpenseDetailsVo customerprospectexpensedetailsvo;
List <CustomerProspectExpenseDetailsVo> customerprospectexpensedetailslist = new List <CustomerProspectExpenseDetailsVo>();
try
{
dsCustomerProspectExpenseDetails = customerprospectdao.GetExpenseDetailsForCustomerProspect(customerId);
for (int i = 0; i < dsCustomerProspectExpenseDetails.Tables[0].Rows.Count; i++)
{
customerprospectexpensedetailsvo = new CustomerProspectExpenseDetailsVo();
customerprospectexpensedetailsvo.ExpenseDetailsId = int.Parse(dsCustomerProspectExpenseDetails.Tables[0].Rows[i]["CFPED_FPExpenseDetailsId"].ToString());
customerprospectexpensedetailsvo.ExpenseCategoryCode = int.Parse(dsCustomerProspectExpenseDetails.Tables[0].Rows[i]["XEC_ExpenseCategoryCode"].ToString());
if (dsCustomerProspectExpenseDetails.Tables[0].Rows[i]["CFPED_Value"] != null && dsCustomerProspectExpenseDetails.Tables[0].Rows[i]["CFPED_Value"].ToString() != "")
{
customerprospectexpensedetailsvo.ExpenseValue = double.Parse(dsCustomerProspectExpenseDetails.Tables[0].Rows[i]["CFPED_Value"].ToString());
}
customerprospectexpensedetailslist.Add(customerprospectexpensedetailsvo);
}
}
catch (Exception ex)
{
throw ex;
}
return(customerprospectexpensedetailslist);
}
/// <summary>
/// Used to Show FP Dashboard and Show Current and Recomonded Asset allocation.
/// </summary>
/// Added by: Vinayak Patil.
/// <param name="CustomerId"></param>
/// <returns></returns>
public DataSet GetFPDashBoardAsstesBreakUp(int CustomerId)
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
DataSet dsFPDashBoard = new DataSet();
try
{
dsFPDashBoard = customerprospectdao.GetFPDashBoardAsstesBreakUp(CustomerId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerProspectBo.cs:GetFPDashBoardAsstesBreakUp()");
object[] objects = new object[3];
objects[0] = CustomerId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(dsFPDashBoard);
}
/// <summary>
/// Used to Get Customer FP Asset Instrument Details
/// </summary>
/// <param name="customerId"></param>
/// <param name="totalAssetDetails"></param>
/// <returns></returns>
public List <CustomerProspectAssetGroupDetails> GetCustomerFPAssetGroupDetails(DataTable dtCustomerAssetGroupDetails)
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
CustomerProspectAssetGroupDetails customerprospectassetgroupdetails;
List <CustomerProspectAssetGroupDetails> customerprospectassetgroupdetailslist = new List <CustomerProspectAssetGroupDetails>();
try
{
if (dtCustomerAssetGroupDetails != null && dtCustomerAssetGroupDetails.Rows.Count > 0)
{
for (int i = 0; i < dtCustomerAssetGroupDetails.Rows.Count; i++)
{
customerprospectassetgroupdetails = new CustomerProspectAssetGroupDetails();
customerprospectassetgroupdetails.AssetGroupId = int.Parse(dtCustomerAssetGroupDetails.Rows[i]["CFPAGD_FPAssetGroupDetailsId"].ToString());
customerprospectassetgroupdetails.AssetGroupCode = dtCustomerAssetGroupDetails.Rows[i]["PAG_AssetGroupCode"].ToString();
if (dtCustomerAssetGroupDetails.Rows[i]["CFPAGD_AdjustedValue"] != null && dtCustomerAssetGroupDetails.Rows[i]["CFPAGD_AdjustedValue"].ToString() != "")
{
customerprospectassetgroupdetails.AdjustedValue = double.Parse(dtCustomerAssetGroupDetails.Rows[i]["CFPAGD_AdjustedValue"].ToString());
}
if (dtCustomerAssetGroupDetails.Rows[i]["CFPAGD_TotalValue"] != null && dtCustomerAssetGroupDetails.Rows[i]["CFPAGD_TotalValue"].ToString() != "")
{
customerprospectassetgroupdetails.Value = double.Parse(dtCustomerAssetGroupDetails.Rows[i]["CFPAGD_TotalValue"].ToString());
}
customerprospectassetgroupdetailslist.Add(customerprospectassetgroupdetails);
}
}
}
catch (Exception ex)
{
throw ex;
}
return(customerprospectassetgroupdetailslist);
}
/// <summary>
/// To get All the Prospect custoomers for perticular RMId.
/// </summary>
/// Vinayak Patil
/// <param name="RmId"></param>
/// <returns></returns>
public DataSet GetAllProspectCustomersForRM(int RmId)
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
DataSet dsGetAllProspectCustomersForRM = new DataSet();
try
{
dsGetAllProspectCustomersForRM = customerprospectdao.GetAllProspectCustomersForRM(RmId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerProspectBo.cs:GetFPCurrentAndRecomondedAssets()");
object[] objects = new object[3];
objects[0] = RmId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(dsGetAllProspectCustomersForRM);
}
///Sumary
///Used to get unmanaged and managed code for WERP
public DataSet GetUnmanagedManagedDetailsForFP(int CustomerId, int AdvisorId, int Switch)
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
DataSet dsGetUnmanagedManagedDetailsForFP;
dsGetUnmanagedManagedDetailsForFP = customerprospectdao.GetUnmanagedManagedDetailsForFP(CustomerId, AdvisorId, Switch);
return(dsGetUnmanagedManagedDetailsForFP);
}
public void DeleteDetailsForCustomerProspect(int customerId)
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
try
{
customerprospectdao.DeleteDetailsForCustomerProspect(customerId);
}
catch (Exception ex)
{
throw ex;
}
}
public bool AddDetailsForCustomerProspect(int customerId, int userId, CustomerProspectVo customerprospectvo)
{
bool bTotalResult = true;
try
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
customerprospectdao.AddDetailsForCustomerProspect(customerId, userId, customerprospectvo);
}
catch (Exception ex)
{
bTotalResult = false;
}
return(bTotalResult);
}
/// <summary>
/// Used to Get Liabilties for Customer Prospect
/// </summary>
/// <param name="customerId"></param>
/// <param name="totalLoanOutstanding"></param>
/// <param name="totalLiabilities"></param>
/// <returns></returns>
public List <CustomerProspectLiabilitiesDetailsVo> GetLiabilitiesDetailsForCustomerProspect(DataTable dtCustomerLiabilitiesDetails)
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
CustomerProspectLiabilitiesDetailsVo customerprospectliabilitiesetailsvo;
List <CustomerProspectLiabilitiesDetailsVo> customerprospectliabilitiesdetailslist = new List <CustomerProspectLiabilitiesDetailsVo>();
try
{
if (dtCustomerLiabilitiesDetails != null && dtCustomerLiabilitiesDetails.Rows.Count > 0)
{
for (int i = 0; i < dtCustomerLiabilitiesDetails.Rows.Count; i++)
{
customerprospectliabilitiesetailsvo = new CustomerProspectLiabilitiesDetailsVo();
customerprospectliabilitiesetailsvo.LiabilitiesDetailsId = int.Parse(dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_FPLiabilitiesDetailsId"].ToString());
if (dtCustomerLiabilitiesDetails.Rows[i]["XLT_LoanTypeCode"].ToString() != null)
{
//Total Value
if (dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_TotalLoanOutstanding"].ToString() != string.Empty && dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_TotalLoanOutstanding"] != null)
{
customerprospectliabilitiesetailsvo.LoanOutstanding = double.Parse(dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_TotalLoanOutstanding"].ToString());
}
//Adjusted Value
if (dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_AdjustedLoanOutstanding"].ToString() != string.Empty && dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_AdjustedLoanOutstanding"] != null)
{
customerprospectliabilitiesetailsvo.AdjustedLoan = double.Parse(dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_AdjustedLoanOutstanding"].ToString());
}
customerprospectliabilitiesetailsvo.LoanTypeCode = int.Parse(dtCustomerLiabilitiesDetails.Rows[i]["XLT_LoanTypeCode"].ToString());
if (dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_Tenure"] != null && dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_Tenure"].ToString() != "")
{
customerprospectliabilitiesetailsvo.Tenure = int.Parse(dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_Tenure"].ToString());
}
if (dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_EMIAmount"] != null && dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_EMIAmount"].ToString() != "")
{
customerprospectliabilitiesetailsvo.EMIAmount = double.Parse(dtCustomerLiabilitiesDetails.Rows[i]["CFPLD_EMIAmount"].ToString());
}
customerprospectliabilitiesdetailslist.Add(customerprospectliabilitiesetailsvo);
}
}
}
}
catch (Exception ex)
{
throw ex;
}
return(customerprospectliabilitiesdetailslist);
}
public void GetAllDetailsForCustomerProspect(int CustomerId,
out List <CustomerProspectIncomeDetailsVo> IncomeDetailsForCustomerProspectList,
out List <CustomerProspectExpenseDetailsVo> ExpenseDetailsForCustomerProspectList,
out List <CustomerProspectLiabilitiesDetailsVo> LiabilitiesDetailsForCustomerProspectList,
out List <CustomerProspectAssetGroupDetails> CustomerFPAssetGroupDetailsList,
out List <CustomerProspectAssetDetailsVo> CustomerFPAssetInstrumentDetailsList,
out List <CustomerProspectAssetSubDetailsVo> CustomerFPAssetSubInstrumentDetailsList)
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
DataSet dsGetAllDetailsForCustomerProspect = customerprospectdao.GetAllDetailsForCustomerProspect(CustomerId);
IncomeDetailsForCustomerProspectList = GetIncomeDetailsForCustomerProspect(dsGetAllDetailsForCustomerProspect.Tables[0]);
ExpenseDetailsForCustomerProspectList = GetExpenseDetailsForCustomerProspect(dsGetAllDetailsForCustomerProspect.Tables[1]);
LiabilitiesDetailsForCustomerProspectList = GetLiabilitiesDetailsForCustomerProspect(dsGetAllDetailsForCustomerProspect.Tables[2]);
CustomerFPAssetGroupDetailsList = GetCustomerFPAssetGroupDetails(dsGetAllDetailsForCustomerProspect.Tables[3]);
CustomerFPAssetInstrumentDetailsList = GetCustomerFPAssetInstrumentDetails(dsGetAllDetailsForCustomerProspect.Tables[4]);
CustomerFPAssetSubInstrumentDetailsList = GetCustomerFPAssetSubInstrumentDetails(dsGetAllDetailsForCustomerProspect.Tables[5]);
GetDetailsForCustomerProspect(dsGetAllDetailsForCustomerProspect.Tables[6]);
}
/// <summary>
/// Used to Get Customer FP Asset Instrument Details
/// </summary>
/// <param name="customerId"></param>
/// <param name="totalAssetDetails"></param>
/// <returns></returns>
public List <CustomerProspectAssetDetailsVo> GetCustomerFPAssetInstrumentDetails(DataTable dtCustomerAssetInstrumentDetails)
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
CustomerProspectAssetDetailsVo customerprospectassetdetailsvo;
List <CustomerProspectAssetDetailsVo> customerprospectassetdetailsvolist = new List <CustomerProspectAssetDetailsVo>();
try
{
for (int i = 0; i < dtCustomerAssetInstrumentDetails.Rows.Count; i++)
{
customerprospectassetdetailsvo = new CustomerProspectAssetDetailsVo();
customerprospectassetdetailsvo.InstrumentDetailsId = int.Parse(dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_FPInstrumentDetailsId"].ToString());
customerprospectassetdetailsvo.AssetGroupCode = dtCustomerAssetInstrumentDetails.Rows[i]["PAG_AssetGroupCode"].ToString();
customerprospectassetdetailsvo.AssetInstrumentCategoryCode = dtCustomerAssetInstrumentDetails.Rows[i]["PAIC_AssetInstrumentCategoryCode"].ToString();
if (dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_AdjustedValue"] != null && dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_AdjustedValue"].ToString() != "")
{
customerprospectassetdetailsvo.AdjustedValue = double.Parse(dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_AdjustedValue"].ToString());
}
if (dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_TotalValue"] != null && dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_TotalValue"].ToString() != "")
{
customerprospectassetdetailsvo.Value = double.Parse(dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_TotalValue"].ToString());
}
if (dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_MaturityDate"] != null && dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_MaturityDate"].ToString() != "")
{
customerprospectassetdetailsvo.MaturityDate = DateTime.Parse(dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_MaturityDate"].ToString());
}
if (dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_Premium"] != null && dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_Premium"].ToString() != "")
{
customerprospectassetdetailsvo.Premium = double.Parse(dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_Premium"].ToString());
}
if (dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_SurrenderMarketValue"] != null && dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_SurrenderMarketValue"].ToString() != "")
{
customerprospectassetdetailsvo.SurrMktVal = double.Parse(dtCustomerAssetInstrumentDetails.Rows[i]["CFPAID_SurrenderMarketValue"].ToString());
}
customerprospectassetdetailsvolist.Add(customerprospectassetdetailsvo);
}
}
catch (Exception ex)
{
throw ex;
}
return(customerprospectassetdetailsvolist);
}
/// <summary>
/// Used to Add Customer FP Expense Details
/// </summary>
/// <param name="customerId"></param>
/// <param name="userId"></param>
/// <param name="customerProspectExpenseeDetailsVoList"></param>
/// <param name="totalExpense"></param>
/// <returns></returns>
public bool AddCustomerFPExpenseDetails(int customerId, int userId, List <CustomerProspectExpenseDetailsVo> customerProspectExpenseeDetailsVoList, out double totalExpense)
{
totalExpense = 0.0;
bool bExpenseResult = true;
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
try
{
foreach (CustomerProspectExpenseDetailsVo cevo in customerProspectExpenseeDetailsVoList)
{
customerprospectdao.AddCustomerFPExpenseDetails(customerId, userId, cevo);
totalExpense += cevo.ExpenseValue;
}
}
catch (Exception ex)
{
bExpenseResult = false;
}
return(bExpenseResult);
}
/// <summary>
/// Used to Update Custoemr FP Asset Instrument Details
/// </summary>
/// <param name="customerId"></param>
/// <param name="userId"></param>
/// <param name="customerProspectAssetDetailsVoList"></param>
/// <param name="instrumentTotal"></param>
/// <returns></returns>
public bool UpdateCustomerFPAssetInstrumentDetails(int customerId, int userId, List <CustomerProspectAssetDetailsVo> customerProspectAssetDetailsVoList, out double instrumentTotal)
{
instrumentTotal = 0.0;
bool bInstrumentResult = true;
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
try
{
foreach (CustomerProspectAssetDetailsVo cpad in customerProspectAssetDetailsVoList)
{
customerprospectdao.UpdateCustomerFPAssetInstrumentDetails(customerId, userId, cpad);
instrumentTotal += cpad.Value;
}
}
catch (Exception ex)
{
bInstrumentResult = false;
}
return(bInstrumentResult);
}
/// <summary>
/// Update Customer Liabilites details for Customer Prospect
/// </summary>
/// <param name="userId"></param>
/// <param name="customerId"></param>
/// <param name="customerProspectLiabilitiesDetailsVoList"></param>
/// <param name="totalLiabilities"></param>
/// <param name="totalLoanOutstanding"></param>
/// <returns></returns>
public bool UpdateCustomerLiabilitiesDetailsForCustomerProspect(int userId, int customerId, List <CustomerProspectLiabilitiesDetailsVo> customerProspectLiabilitiesDetailsVoList, out double totalLiabilities, out double totalLoanOutstanding)
{
totalLiabilities = 0.0;
totalLoanOutstanding = 0.0;
bool bLiabilitiesResult = true;
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
try
{
foreach (CustomerProspectLiabilitiesDetailsVo cpld in customerProspectLiabilitiesDetailsVoList)
{
customerprospectdao.UpdateCustomerLiabilitiesDetailsForCustomerProspect(userId, customerId, cpld);
totalLiabilities += cpld.LoanOutstanding;
}
}
catch (Exception ex)
{
bLiabilitiesResult = false;
}
return(bLiabilitiesResult);
}
/// <summary>
/// Used to Update Customer Expense for Customer Prospect
/// </summary>
/// <param name="userId"></param>
/// <param name="customerId"></param>
/// <param name="customerProspectExpenseDetailsVoList"></param>
/// <param name="totalExpense"></param>
/// <returns></returns>
public bool UpdateCustomerExpenseDetailsForCustomerProspect(int userId, int customerId, List <CustomerProspectExpenseDetailsVo> customerProspectExpenseDetailsVoList, out double totalExpense)
{
totalExpense = 0.0;
bool bexpenseresult = true;
try
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
foreach (CustomerProspectExpenseDetailsVo cped in customerProspectExpenseDetailsVoList)
{
customerprospectdao.UpdateCustomerExpenseDetailsForCustomerProspect(userId, customerId, cped);
totalExpense += cped.ExpenseValue;
}
}
catch (Exception ex)
{
throw ex;
}
return(bexpenseresult);
}
/// <summary>
/// Used to update details for Customer Prospect
/// </summary>
/// <param name="userId"></param>
/// <param name="customerId"></param>
/// <param name="customerProspectIncomeDetailsVoList"></param>
/// <param name="totalIncome"></param>
/// <returns></returns>
public bool UpdateCustomerIncomeDetailsForCustomerProspect(int userId, int customerId, List <CustomerProspectIncomeDetailsVo> customerProspectIncomeDetailsVoList, out double totalIncome)
{
totalIncome = 0.0;
bool bincomeresult = true;
try
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
foreach (CustomerProspectIncomeDetailsVo cpid in customerProspectIncomeDetailsVoList)
{
customerprospectdao.UpdateCustomerIncomeDetailsForCustomerProspect(customerId, userId, cpid);
totalIncome += cpid.IncomeValue;
}
}
catch (Exception ex)
{
throw ex;
}
return(bincomeresult);
}
/// <summary>
/// Used to Add Income Details for Customer
/// </summary>
/// <param name="customerId"></param>
/// <param name="userId"></param>
/// <param name="customerProspectIncomeDetailsVoList"></param>
/// <returns></returns>
public bool AddCustomerFPIncomeDetails(int customerId, int userId, List <CustomerProspectIncomeDetailsVo> customerProspectIncomeDetailsVoList, out double totalincome)
{
totalincome = 0.0;
bool bIncomeResult = true;
try
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
foreach (CustomerProspectIncomeDetailsVo cpid in customerProspectIncomeDetailsVoList)
{
customerprospectdao.AddCustomerFPIncomeDetails(customerId, userId, cpid);
totalincome += cpid.IncomeValue;
}
}
catch (Exception ex)
{
bIncomeResult = false;
}
return(bIncomeResult);
}
/// <summary>
/// Used to add customer FP Asset Sub Category Details
/// </summary>
/// <param name="customerId"></param>
/// <param name="userId"></param>
/// <param name="customerProspectAssetSubDetailsVoList"></param>
/// <param name="subInstrumentTotal"></param>
/// <returns></returns>
public bool AddCustomerFPAssetSubInstrumentDetails(int customerId, int userId, List <CustomerProspectAssetSubDetailsVo> customerProspectAssetSubDetailsVoList, out double subInstrumentTotal)
{
subInstrumentTotal = 0.0;
bool bSubInstrumentResult = true;
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
try
{
foreach (CustomerProspectAssetSubDetailsVo cpasd in customerProspectAssetSubDetailsVoList)
{
customerprospectdao.AddCustomerFPAssetSubInstrumentDetails(customerId, userId, cpasd);
subInstrumentTotal += cpasd.Value;
}
}
catch (Exception ex)
{
bSubInstrumentResult = false;
}
return(bSubInstrumentResult);
}
public CustomerProspectVo GetDetailsForCustomerProspect(int customerId)
{
DataSet dsGetDetailsForCustomerProspect = null;
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
CustomerProspectVo customerprospectvo = new CustomerProspectVo();
try
{
dsGetDetailsForCustomerProspect = customerprospectdao.GetDetailsForCustomerProspect(customerId);
customerprospectvo.TotalIncome = double.Parse(dsGetDetailsForCustomerProspect.Tables[0].Rows[0]["CFPS_Income"].ToString());
customerprospectvo.TotalExpense = double.Parse(dsGetDetailsForCustomerProspect.Tables[0].Rows[0]["CFPS_Expense"].ToString());
customerprospectvo.TotalLiabilities = double.Parse(dsGetDetailsForCustomerProspect.Tables[0].Rows[0]["CFPS_Liabilities"].ToString());
customerprospectvo.TotalAssets = double.Parse(dsGetDetailsForCustomerProspect.Tables[0].Rows[0]["CFPS_Asset"].ToString());
customerprospectvo.TotalGeneralInsurance = double.Parse(dsGetDetailsForCustomerProspect.Tables[0].Rows[0]["CFPS_GeneralInsurance"].ToString());
customerprospectvo.TotalLifeInsurance = double.Parse(dsGetDetailsForCustomerProspect.Tables[0].Rows[0]["CFPS_LifeInsurance"].ToString());
}
catch (Exception ex)
{
throw ex;
}
return(customerprospectvo);
}
/// <summary>
/// Used to Get Customer FP Asset Sub Instrument Details
/// </summary>
/// <param name="customerId"></param>
/// <param name="totalAssetSubDetails"></param>
/// <returns></returns>
public List <CustomerProspectAssetSubDetailsVo> GetCustomerFPAssetSubInstrumentDetails(int customerId)
{
DataSet dsCustomerAssetSubInstrumentDetails = null;
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
CustomerProspectAssetSubDetailsVo customerprospectassetsubdetailsvo;
List <CustomerProspectAssetSubDetailsVo> customerprospectassetsubdetailsvolist = new List <CustomerProspectAssetSubDetailsVo>();
try
{
dsCustomerAssetSubInstrumentDetails = customerprospectdao.GetCustomerFPAssetSubInstrumentDetails(customerId);
for (int i = 0; i < dsCustomerAssetSubInstrumentDetails.Tables[0].Rows.Count; i++)
{
customerprospectassetsubdetailsvo = new CustomerProspectAssetSubDetailsVo();
customerprospectassetsubdetailsvo.SubInstrumentDetailsId = int.Parse(dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["CFPASID_FPSubInstrumentDetailsId"].ToString());
customerprospectassetsubdetailsvo.AssetGroupCode = dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["PAG_AssetGroupCode"].ToString();
customerprospectassetsubdetailsvo.AssetInstrumentCategoryCode = dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["PAIC_AssetInstrumentCategoryCode"].ToString();
customerprospectassetsubdetailsvo.AssetInstrumentSubCategoryCode = dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["PAISC_AssetInstrumentSubCategoryCode"].ToString();
if (dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["CFPASID_Value"] != null && dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["CFPASID_Value"].ToString() != "")
{
customerprospectassetsubdetailsvo.Value = double.Parse(dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["CFPASID_Value"].ToString());
}
if (dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["CFPASID_MaturityDate"] != null && dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["CFPASID_MaturityDate"].ToString() != "")
{
customerprospectassetsubdetailsvo.MaturityDate = DateTime.Parse(dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["CFPASID_MaturityDate"].ToString());
}
if (dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["CFPASID_Premium"] != null && dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["CFPASID_Premium"].ToString() != "")
{
customerprospectassetsubdetailsvo.Premium = double.Parse(dsCustomerAssetSubInstrumentDetails.Tables[0].Rows[i]["CFPASID_Premium"].ToString());
}
customerprospectassetsubdetailsvolist.Add(customerprospectassetsubdetailsvo);
}
}
catch (Exception ex)
{
throw ex;
}
return(customerprospectassetsubdetailsvolist);
}
public CustomerProspectVo GetDetailsForCustomerProspect(DataTable dtGetDetailsForCustomerProspect)
{
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
CustomerProspectVo customerprospectvo = new CustomerProspectVo();
try
{
if (dtGetDetailsForCustomerProspect != null && dtGetDetailsForCustomerProspect.Rows.Count > 0)
{
customerprospectvo.TotalIncome = double.Parse(dtGetDetailsForCustomerProspect.Rows[0]["CFPS_Income"].ToString());
customerprospectvo.TotalExpense = double.Parse(dtGetDetailsForCustomerProspect.Rows[0]["CFPS_Expense"].ToString());
customerprospectvo.TotalLiabilities = double.Parse(dtGetDetailsForCustomerProspect.Rows[0]["CFPS_Liabilities"].ToString());
customerprospectvo.TotalAssets = double.Parse(dtGetDetailsForCustomerProspect.Rows[0]["CFPS_Asset"].ToString());
customerprospectvo.TotalGeneralInsurance = double.Parse(dtGetDetailsForCustomerProspect.Rows[0]["CFPS_GeneralInsurance"].ToString());
customerprospectvo.TotalLifeInsurance = double.Parse(dtGetDetailsForCustomerProspect.Rows[0]["CFPS_LifeInsurance"].ToString());
}
}
catch (Exception ex)
{
throw ex;
}
return(customerprospectvo);
}
/// <summary>
/// Used to Get Liabilties for Customer Prospect
/// </summary>
/// <param name="customerId"></param>
/// <param name="totalLoanOutstanding"></param>
/// <param name="totalLiabilities"></param>
/// <returns></returns>
public List <CustomerProspectLiabilitiesDetailsVo> GetLiabilitiesDetailsForCustomerProspect(int customerId)
{
DataSet dsCustomerLiabilitiesDetails = null;
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
CustomerProspectLiabilitiesDetailsVo customerprospectliabilitiesetailsvo;
List <CustomerProspectLiabilitiesDetailsVo> customerprospectliabilitiesdetailslist = new List <CustomerProspectLiabilitiesDetailsVo>();
try
{
dsCustomerLiabilitiesDetails = customerprospectdao.GetLiabilitiesDetailsForCustomerProspect(customerId);
for (int i = 0; i < dsCustomerLiabilitiesDetails.Tables[0].Rows.Count; i++)
{
customerprospectliabilitiesetailsvo = new CustomerProspectLiabilitiesDetailsVo();
customerprospectliabilitiesetailsvo.LiabilitiesDetailsId = int.Parse(dsCustomerLiabilitiesDetails.Tables[0].Rows[i]["CFPLD_FPLiabilitiesDetailsId"].ToString());
customerprospectliabilitiesetailsvo.LoanOutstanding = double.Parse(dsCustomerLiabilitiesDetails.Tables[0].Rows[i]["CFPLD_LoanOutstanding"].ToString());
if (dsCustomerLiabilitiesDetails.Tables[0].Rows[i]["XLT_LoanTypeCode"].ToString() != null)
{
customerprospectliabilitiesetailsvo.LoanTypeCode = int.Parse(dsCustomerLiabilitiesDetails.Tables[0].Rows[i]["XLT_LoanTypeCode"].ToString());
if (dsCustomerLiabilitiesDetails.Tables[0].Rows[i]["CFPLD_Tenure"] != null && dsCustomerLiabilitiesDetails.Tables[0].Rows[i]["CFPLD_Tenure"].ToString() != "")
{
customerprospectliabilitiesetailsvo.Tenure = int.Parse(dsCustomerLiabilitiesDetails.Tables[0].Rows[i]["CFPLD_Tenure"].ToString());
}
if (dsCustomerLiabilitiesDetails.Tables[0].Rows[i]["CFPLD_EMIAmount"] != null && dsCustomerLiabilitiesDetails.Tables[0].Rows[i]["CFPLD_EMIAmount"].ToString() != "")
{
customerprospectliabilitiesetailsvo.EMIAmount = double.Parse(dsCustomerLiabilitiesDetails.Tables[0].Rows[i]["CFPLD_EMIAmount"].ToString());
}
customerprospectliabilitiesdetailslist.Add(customerprospectliabilitiesetailsvo);
}
}
}
catch (Exception ex)
{
throw ex;
}
return(customerprospectliabilitiesdetailslist);
}
/// <summary>
/// Used to Add Customer FP Asset Group Details. First level of Category
/// </summary>
/// <param name="customerId"></param>
/// <param name="userId"></param>
/// <param name="customerProspectAssetDetailsVoList"></param>
/// <param name="instrumentTotal"></param>
/// <returns></returns>
public bool AddCustomerFPAssetGroupDetails(int customerId, int userId, List <CustomerProspectAssetGroupDetails> customerProspectGroupDetailsList, out double grouptotal)
{
grouptotal = 0.0;
bool bGroupResult = true;
CustomerProspectDao customerprospectdao = new CustomerProspectDao();
try
{
foreach (CustomerProspectAssetGroupDetails cpagd in customerProspectGroupDetailsList)
{
customerprospectdao.AddCustomerFPAssetGroupDetails(customerId, userId, cpagd);
if (cpagd.AssetGroupCode != "MF")
{
grouptotal += cpagd.Value;
}
}
}
catch (Exception ex)
{
bGroupResult = false;
}
return(bGroupResult);
}
