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);