/* protected void ddlReportSubType_SelectedIndexChanged(object sender, EventArgs e) * { * if (ddlReportSubType.SelectedValue == "TRANSACTION_REPORT") * { * MFReportsBo mfReportBo = new MFReportsBo(); * DataSet ds=new DataSet(); * ds = mfReportBo.GetMFTransactionType(); * trTranFilter1.Visible = true; * trTranFilter2.Visible = true; * ddlMFTransactionType.DataSource = ds; * ddlMFTransactionType.DataValueField = "TransCode"; * ddlMFTransactionType.DataTextField = "TransName"; * ddlMFTransactionType.DataBind(); * ddlMFTransactionType.Items.Insert(0, new ListItem("ALL", "0")); * ddlMFTransactionType.SelectedIndex = 0; * rddate.Checked = true; * } * else * { * if (trTranFilter1.Visible == true) * trTranFilter1.Visible = false; * if (trTranFilter2.Visible == true) * trTranFilter2.Visible = false; * } * tabViewAndEmailReports.ActiveTabIndex = activeTabIndex; * * }*/ protected void ddlMFTransactionTypeBind() { MFReportsBo mfReportBo = new MFReportsBo(); DataSet ds = new DataSet(); ds = mfReportBo.GetMFTransactionType(); ddlMFTransactionType.DataSource = ds; ddlMFTransactionType.DataValueField = "TransCode"; ddlMFTransactionType.DataTextField = "TransName"; ddlMFTransactionType.DataBind(); ddlMFTransactionType.Items.Insert(0, new ListItem("ALL", "0")); ddlMFTransactionType.SelectedIndex = 0; rddate.Checked = true; }
private bool ExportToPDF(MFReportVo reportVo) { MFReportsBo mfReports = new MFReportsBo(); CustomerBo customerBo = new CustomerBo(); AdvisorBo advisorBo = new AdvisorBo(); ////////////////////////////report = (MFReportVo)Session["reportParams"]; //customerVo = (CustomerVo)Session["CusVo"]; //if (Session["CusVo"] != null) // customerVo = (CustomerVo)Session["CusVo"]; string fileExtension = ".pdf"; string finalReportPath = string.Empty; string exportReportFullPath = string.Empty; crmain = new ReportDocument(); try { if (string.IsNullOrEmpty(tempAdviserId)) { tempAdviserId = reportVo.AdviserId.ToString(); advisorVo = advisorBo.GetAdvisor(reportVo.AdviserId); } if (string.IsNullOrEmpty(tempCustomerId)) { tempCustomerId = reportVo.CustomerIds.ToString(); customerVo = customerBo.GetCustomer(Convert.ToInt32(reportVo.CustomerIds)); } if (tempAdviserId != reportVo.AdviserId.ToString()) { advisorVo = advisorBo.GetAdvisor(reportVo.AdviserId); } if (tempRMId != reportVo.RMId.ToString()) { customerRMVo = adviserStaffBo.GetAdvisorStaffDetails(reportVo.RMId); } if (tempCustomerId != reportVo.CustomerIds.ToString()) { customerVo = customerBo.GetCustomer(Convert.ToInt32(reportVo.CustomerIds)); } if (string.IsNullOrEmpty(tempRMId)) { tempRMId = reportVo.RMId.ToString(); customerRMVo = adviserStaffBo.GetAdvisorStaffDetails(customerVo.RmId); } switch (reportVo.SubType) { case "CAPITAL_GAIN_SUMMARY": { finalReportPath = reportFilePath + @"\CapitalGainSummary.rpt"; crmain.Load(finalReportPath); DataTable dtCapitalGainSummary = mfReports.GetCapitalGainSummaryReport(reportVo); if (dtCapitalGainSummary.Rows.Count > 0) { crmain.SetDataSource(dtCapitalGainSummary); setLogo(adviserLogoPath); crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy")); //crmain.SetParameterValue("FromDate", report.FromDate.ToShortDateString()); //crmain.SetParameterValue("ToDate", report.ToDate.ToShortDateString()); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; } case "CAPITAL_GAIN_DETAILS": { finalReportPath = reportFilePath + @"\CapitalGainDetails.rpt"; crmain.Load(finalReportPath); DataTable dtCapitalGainDetails = mfReports.GetCapitalGainDetailsReport(reportVo); if (dtCapitalGainDetails.Rows.Count > 0) { crmain.SetDataSource(dtCapitalGainDetails); setLogo(adviserLogoPath); crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy")); //crmain.SetParameterValue("FromDate", report.FromDate.ToShortDateString()); //crmain.SetParameterValue("ToDate", report.ToDate.ToShortDateString()); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; } case "CATEGORY_WISE": { finalReportPath = reportFilePath + @"\MFFundSummary.rpt"; crmain.Load(finalReportPath); DataSet dsMFFundSummary = mfReports.GetMFFundSummaryReport(reportVo, advisorVo.advisorId); if (dsMFFundSummary.Tables[0].Rows.Count > 0 || dsMFFundSummary.Tables[1].Rows.Count > 0) { crmain.Subreports["OpenPositionReport"].Database.Tables[0].SetDataSource(dsMFFundSummary.Tables[0]); crmain.Subreports["AllPositionReport1"].Database.Tables[0].SetDataSource(dsMFFundSummary.Tables[1]); crmain.Subreports["AllPositionReport2"].Database.Tables[0].SetDataSource(dsMFFundSummary.Tables[1]); setLogo(adviserLogoPath); crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy")); crmain.SetParameterValue("FromDate", reportVo.FromDate.ToString("dd/MM/yy")); crmain.SetParameterValue("ToDate", reportVo.FromDate.ToString("dd/MM/yy")); crmain.SetParameterValue("PreviousMonthDate", DateBo.GetPreviousMonthLastDate(reportVo.FromDate).ToString("dd/MM/yy")); crmain.SetParameterValue("AsOnDate", reportVo.ToDate.ToString("dd/MM/yy")); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(CrystalDecisions.Shared.ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; } case "TRANSACTION_REPORT": { finalReportPath = reportFilePath + @"\MFTransactions.rpt"; crmain.Load(finalReportPath); DataTable dtTransactions = mfReports.GetTransactionReport(reportVo); if (dtTransactions.Rows.Count > 0) { crmain.SetDataSource(dtTransactions); setLogo(adviserLogoPath); crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); //if (!String.IsNullOrEmpty(dtTransactions.Rows[0]["CustomerName"].ToString())) // crmain.SetParameterValue("CustomerName", "Cust"); crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy")); crmain.SetParameterValue("FromDate", reportVo.FromDate.ToString("dd/MM/yy")); crmain.SetParameterValue("ToDate", reportVo.ToDate.ToString("dd/MM/yy")); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; } case "DIVIDEND_STATEMENT": { finalReportPath = reportFilePath + @"\MFDividend.rpt"; crmain.Load(finalReportPath); DataTable dtDividend = mfReports.GetDivdendReport(reportVo); if (dtDividend.Rows.Count > 0) { crmain.SetDataSource(dtDividend); setLogo(adviserLogoPath); crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); //if (!String.IsNullOrEmpty(dtDividend.Rows[0]["Name"].ToString())) //crmain.SetParameterValue("CustomerName", "--"); crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy")); crmain.SetParameterValue("FromDate", reportVo.FromDate.ToString("dd/MM/yy")); crmain.SetParameterValue("ToDate", reportVo.ToDate.ToString("dd/MM/yy")); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; } case "RETURNS_PORTFOLIO": { finalReportPath = reportFilePath + @"\MFReturns.rpt"; crmain.Load(finalReportPath); //DataTable dtDividendReturnHolding = mfReports.GetDivdendReport(reportVo); CustomerPortfolioBo customerPortfolioBo = new CustomerPortfolioBo(); //DataTable dtReturnsPortfolio = mfReports.GetReturnSummaryReport(reportVo, advisorVo.advisorId); //DataTable dtPortfolioXIRR = customerPortfolioBo.GetCustomerPortfolioLabelXIRR(reportVo.PortfolioIds); //dtPortfolioXIRR = GetAbsolutereturnToXIRRDt(dtPortfolioXIRR, dtReturnsPortfolio); DataSet dsReturnsPortfolioHoldings = mfReports.GetReturnSummaryReport(reportVo, advisorVo.advisorId); DataTable dtReturnsPortfolio = dsReturnsPortfolioHoldings.Tables[0]; DataTable dtPortfolioXIRR = customerPortfolioBo.GetCustomerPortfolioLabelXIRR(reportVo.PortfolioIds); dtReturnsPortfolio = dsReturnsPortfolioHoldings.Tables[1]; dtPortfolioXIRR = GetAbsolutereturnToXIRRDt(dtPortfolioXIRR, dtReturnsPortfolio); if (dtReturnsPortfolio.Rows.Count > 0) { crmain.SetDataSource(dsReturnsPortfolioHoldings.Tables[0]); setLogo(adviserLogoPath); crmain.Subreports["PortfolioXIRR"].Database.Tables["PortfolioXIRR"].SetDataSource(dtPortfolioXIRR); crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); //if (!String.IsNullOrEmpty(dtDividend.Rows[0]["Name"].ToString())) //crmain.SetParameterValue("CustomerName", "--"); crmain.SetParameterValue("AsOnDate", reportVo.FromDate.ToString("dd/MM/yy")); crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy")); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; } case "COMPREHENSIVE": { finalReportPath = reportFilePath + @"\ComprehensiveMFReport.rpt"; crmain.Load(finalReportPath); CustomerPortfolioBo customerPortfolioBo = new CustomerPortfolioBo(); DataSet dsReturnsPortfolio = mfReports.GetPortfolioAnalyticsReport(reportVo, advisorVo.advisorId); DataTable dtReturnsPortfolio = dsReturnsPortfolio.Tables[0]; DataTable dtPortfolioXIRRComp = customerPortfolioBo.GetCustomerPortfolioLabelXIRR(reportVo.PortfolioIds); dtReturnsPortfolio = dsReturnsPortfolio.Tables[1]; DataTable dtPortfolioXIRR = GetAbsolutereturnToXIRRDt(dtPortfolioXIRRComp, dtReturnsPortfolio); if (dsReturnsPortfolio.Tables[0].Rows.Count > 0) { crmain.SetDataSource(dsReturnsPortfolio.Tables[0]); crmain.Subreports["Portfolio_XIRR"].Database.Tables["PortfolioXIRR"].SetDataSource(dtPortfolioXIRRComp); //crmain.Subreports["MFSchemePerformance"].Database.Tables[0].SetDataSource(dsReturnsPortfolio.Tables[1]); //crmain.Subreports["MFTopTenHoldings"].Database.Tables[0].SetDataSource(dsReturnsPortfolio.Tables[2]); //crmain.Subreports["MFTopTenSectors"].Database.Tables[0].SetDataSource(dsReturnsPortfolio.Tables[5]); setLogo(adviserLogoPath); crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); crmain.SetParameterValue("AsOnDate", reportVo.FromDate.ToString("dd/MM/yy")); crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy")); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; } case "DIVIDEND_SUMMARY": { finalReportPath = reportFilePath + @"\MFDividendSummary.rpt"; crmain.Load(finalReportPath); DataTable dtDividendSummary = mfReports.GetDivdendReport(reportVo); //customerVo = (CustomerVo)Session["CusVo"]; if (dtDividendSummary.Rows.Count > 0) { crmain.SetDataSource(dtDividendSummary); setLogo(adviserLogoPath); //if (!String.IsNullOrEmpty(dtDividend.Rows[0]["Name"].ToString())) crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy")); crmain.SetParameterValue("FromDate", reportVo.FromDate.ToString("dd/MM/yy")); crmain.SetParameterValue("ToDate", reportVo.ToDate.ToString("dd/MM/yy")); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; } //Added Three more cases for Display three new report : Author-Pramod //case "RETURNS_PORTFOLIO_REALIZED": // { // finalReportPath = reportFilePath + @"\MFReturnsRealized.rpt"; // crmain.Load(finalReportPath); // DataTable dtReturnsREPortfolio = mfReports.GetMFReturnRESummaryReport(reportVo, advisorVo.advisorId); // if (dtReturnsREPortfolio.Rows.Count > 0) // { // crmain.SetDataSource(dtReturnsREPortfolio); // setLogo(adviserLogoPath); // crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); // crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToShortDateString()); // crmain.SetParameterValue("AsOnDate", reportVo.FromDate.ToShortDateString()); // AssignReportViewerProperties(); // reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; // exportReportFullPath = savedLocation + @"/" + reportFileName; // crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); // } // break; // } case "ELIGIBLE_CAPITAL_GAIN_DETAILS": { finalReportPath = reportFilePath + @"\EligibleCapitalGainsSummary.rpt"; crmain.Load(finalReportPath); DataTable dtEligibleCapitalGainsDetails = mfReports.GetEligibleCapitalGainDetailsReport(reportVo); if (dtEligibleCapitalGainsDetails.Rows.Count > 0) { crmain.SetDataSource(dtEligibleCapitalGainsDetails); setLogo(adviserLogoPath); crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy")); //crmain.SetParameterValue("AsOnDate", report.FromDate.ToShortDateString()); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; } case "ELIGIBLE_CAPITAL_GAIN_SUMMARY": { finalReportPath = reportFilePath + @"\EligibleCapitalGainsSummary.rpt"; crmain.Load(finalReportPath); DataTable dtEligibleCapitalGainsSummary = mfReports.GetEligibleCapitalGainDetailsReport(reportVo); if (dtEligibleCapitalGainsSummary.Rows.Count > 0) { crmain.SetDataSource(dtEligibleCapitalGainsSummary); setLogo(adviserLogoPath); crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); //crmain.SetParameterValue("DateRange", "As on: " + report.ToDate.ToShortDateString()); crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy")); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } } break; case "TRANSACTION_REPORT_OPEN_CLOSE_BALANCE": finalReportPath = reportFilePath + @"\MFOpenCloseTransactionReport.rpt"; crmain.Load(finalReportPath); DataTable dtOpeningClosingTransactions = mfReports.GetOpeningClosingTransactionReport(reportVo); if (dtOpeningClosingTransactions.Rows.Count > 0) { setLogo(adviserLogoPath); //crmain.SetDataSource(dtOpeningClosingTransactions); crmain.Database.Tables["MFOpenCloseTransactionReport"].SetDataSource((DataTable)dtOpeningClosingTransactions); crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); crmain.SetParameterValue("DateRange", "Period: " + reportVo.FromDate.ToString("dd/MM/yy") + " to " + reportVo.ToDate.ToString("dd/MM/yy")); crmain.SetParameterValue("FromDate", reportVo.FromDate.ToString("dd/MM/yy")); crmain.SetParameterValue("ToDate", reportVo.ToDate.ToString("dd/MM/yy")); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; case "REALIZED_REPORT": finalReportPath = reportFilePath + @"\MFRealized.rpt"; crmain.Load(finalReportPath); DataTable dtMFRealized = mfReports.GetMFRealizedReport(reportVo, advisorVo.advisorId); if (dtMFRealized.Rows.Count > 0) { crmain.SetDataSource(dtMFRealized); setLogo(adviserLogoPath); crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); crmain.SetParameterValue("DateRange", "As on: " + reportVo.ToDate.ToString("dd/MM/yy")); crmain.SetParameterValue("AsOnDate", reportVo.FromDate.ToString("dd/MM/yy")); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; case "COMPOSITION_REPORT": finalReportPath = reportFilePath + @"\SchemePerformance.rpt"; crmain.Load(finalReportPath); DataSet dsCustomerPortfolioComposition = mfReports.GetPortfolioCompositionReport(reportVo, advisorVo.advisorId); if (dsCustomerPortfolioComposition.Tables[0].Rows.Count > 0) { //crmain.SetDataSource(dsCustomerPortfolioComposition.Tables[0]); crmain.Database.Tables["PortfolioComposition"].SetDataSource(dsCustomerPortfolioComposition.Tables[0]); crmain.Subreports["MFTopTenHoldings"].Database.Tables["ToptenHoldings"].SetDataSource(dsCustomerPortfolioComposition.Tables[1]); crmain.Subreports["MFTopTenSectors"].Database.Tables["TopTenSectors"].SetDataSource(dsCustomerPortfolioComposition.Tables[4]); setLogo(adviserLogoPath); crmain.SetParameterValue("CustomerName", customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName); crmain.SetParameterValue("DateRange", "As on: " + reportVo.FromDate.ToString("dd/MM/yy")); crmain.SetParameterValue("AsOnDate", reportVo.ToDate.ToString("dd/MM/yy")); AssignReportViewerProperties(); reportFileName = reportVo.SubType + "_" + DateTime.Now.Ticks.ToString() + fileExtension; exportReportFullPath = savedLocation + @"/" + reportFileName; crmain.ExportToDisk(ExportFormatType.PortableDocFormat, exportReportFullPath); reportStatus = "Exported_Successfully"; } else { reportStatus = "No_Record_Found"; } break; } //Filling Emails } catch (Exception ex) { throw (ex); } if (!string.IsNullOrEmpty(reportFileName)) { return(true); } else { return(false); } }