protected void Page_Load(object sender, EventArgs e)
{
SessionBo.CheckSession();
userBo = new UserBo();
advisorVo = (AdvisorVo)Session[SessionContents.AdvisorVo];
userVo = (UserVo)Session[SessionContents.UserVo];
AssetBo assetBo = new AssetBo();
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "admin")
{
roleId = 1000;
}
else if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "ops")
{
roleId = 1004;
}
else if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "rm")
{
roleId = 1001;
}
else if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "bm")
{
roleId = 1002;
}
if (!IsPostBack)
{
BindReptReportDashBoard();
}
}
protected void Page_Load(object sender, EventArgs e)
{
SessionBo.CheckSession();
userBo = new UserBo();
advisorVo = (AdvisorVo)Session[SessionContents.AdvisorVo];
userVo = (UserVo)Session[SessionContents.UserVo];
AssetBo assetBo = new AssetBo();
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
if (!IsPostBack)
{
BindReptTransactionDashBoard();
if (advisorVo.advisorId == Convert.ToInt32(ConfigurationSettings.AppSettings["ONLINE_ADVISER"]))
{
foreach (RepeaterItem ri in rptTransationTree.Items)
{
ri.FindControl("eqtrans").Visible = false;
}
}
else
{
foreach (RepeaterItem ri in rptTransationTree.Items)
{
ri.FindControl("eqtrans").Visible = true;
}
}
}
}
protected void Page_Load(object sender, EventArgs e)
{
SessionBo.CheckSession();
userBo = new UserBo();
advisorVo = (AdvisorVo)Session[SessionContents.AdvisorVo];
userVo = (UserVo)Session[SessionContents.UserVo];
AssetBo assetBo = new AssetBo();
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
if (!IsPostBack)
{
BindReptOrderDashBoard();
}
}
public void BindGIAssetParticular(string issuerCode)
{
AssetBo assetBo = new AssetBo();
DataSet ds = assetBo.GetGIPlans(issuerCode);
DataTable dtSchemePlan = ds.Tables[0];
ddlAssetPerticular.Items.Clear();
if (dtSchemePlan.Rows.Count > 0)
{
ddlAssetPerticular.DataSource = dtSchemePlan;
ddlAssetPerticular.DataValueField = dtSchemePlan.Columns["PGISP_SchemePlanCode"].ToString();
ddlAssetPerticular.DataTextField = dtSchemePlan.Columns["PGISP_SchemePlanName"].ToString();
ddlAssetPerticular.DataBind();
ddlAssetPerticular.Items.Insert(0, new ListItem("Select", "Select"));
}
else
{
ddlAssetPerticular.Items.Insert(0, new ListItem("Select", "Select"));
}
}
private void LoadRMPerformanceChart()
{
double tempAggr = 0;
AssetBo assetsBo = new AssetBo();
DataSet dsAssetChart = new DataSet();
//DataSet ds = null;
try
{
Series seriesAssets = new Series("RMPerformance");
Legend legend = new Legend("RMPerformanceLegend");
legend.Enabled = true;
//ds = assetBo.GetAdvisorRM_All_AssetAgr(advisorVo.advisorId);
if (ds.Tables[2].Rows.Count > 0)
{
string[] XValues = new string[ds.Tables[2].Rows.Count];
double[] YValues = new double[ds.Tables[2].Rows.Count];
DataSet RMPerformanceDs = new DataSet();
int j = 0;
DataRow drResult;
DataRow dr;
DataTable dt = new DataTable();
dt.Columns.Add("RMName");
dt.Columns.Add("AggregateValue");
for (int i = 0; i < ds.Tables[2].Rows.Count; i++)
{
dr = dt.NewRow();
drResult = ds.Tables[2].Rows[i];
dr[0] = drResult["AR_FirstName"].ToString() + drResult["AR_LastName"].ToString();
tempAggr = Math.Round(Convert.ToDouble(drResult["result"].ToString()), 2);
if (tempAggr == 0)
{
j = j + 1;
}
dr[1] = tempAggr.ToString();
dt.Rows.Add(dr);
}
RMPerformanceDs.Tables.Add(dt);
if (j != ds.Tables[2].Rows.Count)
{
// LoadChart
seriesAssets.ChartType = SeriesChartType.Pie;
ChartRMPerformance.DataSource = RMPerformanceDs.Tables[0].DefaultView;
Series series1 = ChartRMPerformance.Series[0];
ChartRMPerformance.Series.Clear();
ChartRMPerformance.Series.Add(seriesAssets);
//ChartRMPerformance.Series[0]["CollectedThreshold"] = "5";
ChartRMPerformance.Series[0]["CollectedLegendText"] = "Other";
ChartRMPerformance.Series[0].XValueMember = "RMName";
ChartRMPerformance.Series[0].YValueMembers = "AggregateValue";
ChartRMPerformance.Legends.Add(legend);
ChartRMPerformance.Legends["RMPerformanceLegend"].Title = "RM Performance";
ChartRMPerformance.Legends["RMPerformanceLegend"].TitleAlignment = StringAlignment.Center;
ChartRMPerformance.Legends["RMPerformanceLegend"].TitleSeparator = LegendSeparatorStyle.DoubleLine;
ChartRMPerformance.Legends["RMPerformanceLegend"].BackColor = Color.FloralWhite;
ChartRMPerformance.Legends["RMPerformanceLegend"].TitleSeparatorColor = Color.Black;
ChartArea chartArea1 = ChartRMPerformance.ChartAreas[0];
LegendCellColumn colorColumn = new LegendCellColumn();
colorColumn.ColumnType = LegendCellColumnType.SeriesSymbol;
colorColumn.HeaderText = "Color";
colorColumn.HeaderBackColor = Color.WhiteSmoke;
ChartRMPerformance.Legends["RMPerformanceLegend"].CellColumns.Add(colorColumn);
chartArea1.BackColor = System.Drawing.Color.Transparent;
chartArea1.BackSecondaryColor = System.Drawing.Color.Transparent;
//ChartRMPerformance.BackSecondaryColor = System.Drawing.Color.Transparent;
//LegendCellColumn RMNameColumn = new LegendCellColumn();
//RMNameColumn.ColumnType = LegendCellColumnType.Text;
//RMNameColumn.HeaderText = "Name";
//RMNameColumn.Text = "#RMName";
//RMNameColumn.HeaderBackColor = Color.WhiteSmoke;
//ChartRMPerformance.Legends["RMPerformanceLegend"].CellColumns.Add(RMNameColumn);
LegendCellColumn totalColumn = new LegendCellColumn();
totalColumn.Alignment = ContentAlignment.MiddleLeft;
totalColumn.Text = "#VALX: #PERCENT";
totalColumn.HeaderText = "Performance";
totalColumn.Name = "PerformanceColumn";
totalColumn.HeaderBackColor = Color.WhiteSmoke;
ChartRMPerformance.Legends["RMPerformanceLegend"].CellColumns.Add(totalColumn);
ChartRMPerformance.Series[0]["PieLabelStyle"] = "Disabled";
ChartRMPerformance.Series[0].ToolTip = "#VALX: #VALY";
ChartRMPerformance.ChartAreas[0].Area3DStyle.Enable3D = true;
ChartRMPerformance.DataBind();
}
else
{
ChartRMPerformance.DataSource = null;
ChartRMPerformance.Visible = false;
// lblRMPerformChart.Visible = false;
}
}
else
{
ChartRMPerformance.DataSource = null;
ChartRMPerformance.Visible = false;
// lblRMPerformChart.Visible = false;
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "IFAAdminMainDashboard.ascx:LoadRMPerformanceChart()");
object[] objects = new object[3];
objects[0] = advisorVo;
objects[1] = ds;
objects[2] = tempAggr;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
private void LoadBranchPerfomanceChart()
{
double tempEq = 0, tempMf = 0, tempIns = 0;
int j = 0;
DataSet dsAssetChart = new DataSet();
Series seriesAssets = new Series("BranchPerformance");
AssetBo assetsBo = new AssetBo();
//DataSet ds = null;
int Count = 0;
try
{
//ds = assetBo.GetAdviserBranchMF_EQ_In_AggregateCurrentValues(advisorVo.advisorId, out Count, 0,out total);
//lblTotalRows.Text = hdnRecordCount.Value = Count.ToString();
if (ds.Tables[0].Rows.Count > 0)
{
DataSet branchPerformanceDs = new DataSet();
DataRow drResult;
DataRow dr;
DataTable dt = new DataTable();
dt.Columns.Add("Branch Name");
dt.Columns.Add("Branch Code");
dt.Columns.Add("Aggr");
for (int i = 0; i < ds.Tables[0].Rows.Count; i++)
{
dr = dt.NewRow();
drResult = ds.Tables[0].Rows[i];
if (!string.IsNullOrEmpty(drResult["AB_BranchName"].ToString().Trim()))
{
dr[0] = drResult["AB_BranchName"].ToString();
}
else
{
dr[0] = string.Empty;
}
if (!string.IsNullOrEmpty(drResult["AB_BranchCode"].ToString().Trim()))
{
dr[1] = drResult["AB_BranchCode"].ToString();
}
else
{
dr[1] = string.Empty;
}
tempEq = Math.Round(Convert.ToDouble(drResult["EquityAggr"].ToString()), 2);
tempIns = Math.Round(Convert.ToDouble(drResult["MFAggr"].ToString()), 2);
tempMf = Math.Round(Convert.ToDouble(drResult["InsuranceAggr"].ToString()), 2);
dr[2] = Math.Round((tempEq + tempIns + tempMf), 2).ToString();
if (tempEq == 0 && tempIns == 0 && tempMf == 0)
{
j = j + 1;
}
if (tempEq + tempIns + tempMf != 0)
{
dt.Rows.Add(dr);
}
}
branchPerformanceDs.Tables.Add(dt);
if (j != ds.Tables[0].Rows.Count)
{
// LoadChart
seriesAssets.ChartType = SeriesChartType.Bar;
ChartBranchPerformance.DataSource = branchPerformanceDs.Tables[0].DefaultView;
ChartBranchPerformance.Series.Clear();
ChartBranchPerformance.Series.Add(seriesAssets);
ChartBranchPerformance.Series[0].XValueMember = "Branch Code";
ChartBranchPerformance.Series[0].XValueType = ChartValueType.String;
ChartBranchPerformance.Series[0].YValueMembers = "Aggr";
ChartBranchPerformance.Series["BranchPerformance"].IsValueShownAsLabel = true;
ChartBranchPerformance.ChartAreas[0].AxisX.Title = "BranchCode";
ChartBranchPerformance.ChartAreas[0].AxisX.Interval = 1;
ChartBranchPerformance.ChartAreas[0].AxisY.Title = "Aggregate Value";
//ChartBranchPerformance.ChartAreas[0].AxisX.TextOrientation = TextOrientation.Rotated90;
ChartBranchPerformance.ChartAreas[0].Area3DStyle.Enable3D = true;
seriesAssets.Palette = ChartColorPalette.Chocolate;
ChartBranchPerformance.DataBind();
}
else
{
ChartBranchPerformance.DataSource = null;
ChartBranchPerformance.Visible = false;
// lblBranchPerformChart.Visible = false;
//GetPageCount();
}
}
else
{
ChartBranchPerformance.Visible = false;
// lblBranchPerformChart.Visible = false;
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "IFAAdminMainDashboard.ascx:LoadBranchPerfomanceChart()");
object[] objects = new object[5];
objects[0] = advisorVo;
objects[1] = ds;
objects[2] = tempEq;
objects[3] = tempIns;
objects[4] = tempMf;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
private void LoadChartsAndGrids()
{
DataSet dsAssetChart = new DataSet();
DataSet dsMFInv = new DataSet();
DataSet dsEquity = new DataSet();
DataSet dsFI = new DataSet();
DataSet dsOtherAssets = new DataSet();
DataSet dsMFInvestments = new DataSet();
DataSet dsEquityDirect = new DataSet();
DataSet dsNetIncomeSummary = new DataSet();
AssetBo assetsBo = new AssetBo();
double TotalAssetValue = 0.0F;
double mfRealizedPL = 0;
double mfDivIncome = 0;
double mfSubTotal = 0;
double eqSpecPL = 0;
double eqDelivPL = 0;
double eqDivIncome = 0;
double eqSubTotal = 0;
double assetTotal = 0;
double divIncomeTotal = 0;
// Bind Total Asset DataSet
//dsAssetChart = assetsBo.GetPortfolioAssetAggregateCurrentValues(customerPortfolioVo.PortfolioId);
dsAssetChart = assetsBo.GetPortfolioAssetAggregateCurrentValues(portfolioId);
// Bind MF Investments DataSet
dsMFInv = assetsBo.GetMFInvAggrCurrentValues(portfolioId, adviserId);
// Bind Equity DataSet
dsEquity = assetsBo.GetEQAggrCurrentValues(portfolioId, adviserId);
// Bind FI Dashboard DataSet
dsFI = assetsBo.GetFIGovtInsDashboardCurrentValues(portfolioId);
// Bind Other Asset Dashboard DataSet
dsOtherAssets = assetsBo.GetOtherAssetsDashboardCurrentValues(portfolioId);
// Bind Net Income Summary
dsNetIncomeSummary = assetsBo.GetNetIncomeSummary(portfolioId);
BindMFChart(dsMFInv.Tables[1]);
BindMFGrid(dsMFInv.Tables[0]);
BindEQGrid(dsEquity.Tables[0]);
//BindEQChart();
BindFIDashGrid(dsFI.Tables[0]);
BindOtherAssetGrid(dsOtherAssets.Tables[0]);
BindAssetChart(dsAssetChart);
// Bind Total Asset Labels
if (dsAssetChart.Tables[0].Rows.Count > 0)
{
for (int i = 0; i < dsAssetChart.Tables[0].Rows.Count; i++)
{
TotalAssetValue += double.Parse(dsAssetChart.Tables[0].Rows[i]["AggrCurrentValue"].ToString());
}
lblTotalAssetsValue.Text = String.Format("{0:n2}", decimal.Parse(TotalAssetValue.ToString()).ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN")));
}
else
{
lblTotalAssetsValue.Text = String.Format("{0:n2}", decimal.Parse(TotalAssetValue.ToString()));
}
lblNetWorthValue.Text = String.Format("{0:n2}", decimal.Parse((TotalAssetValue - 0).ToString()).ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN")));
if (dsNetIncomeSummary.Tables[0].Rows.Count > 0)
{
foreach (DataRow dr in dsNetIncomeSummary.Tables[0].Rows)
{
if (dr["NetIncome"].ToString() == "MFRealizedPL")
{
mfRealizedPL = double.Parse(dr["AggrValue"].ToString());
}
else if (dr["NetIncome"].ToString() == "Realised G/L - Deliv")
{
eqDelivPL = double.Parse(dr["AggrValue"].ToString());
}
else if (dr["NetIncome"].ToString() == "Realised G/L - Spec")
{
eqSpecPL = double.Parse(dr["AggrValue"].ToString());
}
else if (dr["NetIncome"].ToString() == "Dividend Income")
{
mfDivIncome = double.Parse(dr["AggrValue"].ToString());
}
}
mfSubTotal = mfRealizedPL;
eqSubTotal = eqSpecPL + eqDelivPL;
assetTotal = mfSubTotal + eqSubTotal;
eqDivIncome = 0;
divIncomeTotal = mfDivIncome + eqDivIncome;
lblDividend.Text = String.Format("{0:n2}", mfDivIncome.ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN")));
lblMFRPLValue.Text = String.Format("{0:n2}", mfRealizedPL.ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN")));
lblMFSubTotalValue.Text = String.Format("{0:n2}", mfSubTotal.ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN")));
lblRealisedDeliv.Text = String.Format("{0:n2}", eqDelivPL.ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN")));
lblRealisedSpec.Text = String.Format("{0:n2}", eqSpecPL.ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN")));
lblEQSubTotalValue.Text = String.Format("{0:n2}", eqSubTotal.ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN")));
lblTotalValue.Text = String.Format("{0:n2}", assetTotal.ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN")));
lblEQDidvidend.Text = String.Format("{0:n2}", eqDivIncome.ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN")));
lblDivIncomeTotal.Text = String.Format("{0:n2}", divIncomeTotal.ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN")));
}
}
private void BindDropDownLists()
{
AssetBo assetBo = new AssetBo();
DataTable dtInterestBasis = new DataTable();
DataSet dsInstrumentCategory = new DataSet();
DataTable dtDebtIssuer = new DataTable();
DataTable dtFrequency = new DataTable();
string xmlLookUpPath = "";
try
{
xmlLookUpPath = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
// Bind the drop down with values from the XML
dtInterestBasis = assetBo.GetInterestBasis(xmlLookUpPath);
ddlInterestBasis.DataSource = dtInterestBasis;
ddlInterestBasis.DataTextField = "WIB_InterestBasis";
ddlInterestBasis.DataValueField = "WIB_InterestBasisCode";
ddlInterestBasis.DataBind();
ddlInterestBasis.Items.Insert(0, "Select an Interest Basis");
dsInstrumentCategory = assetBo.GetAssetInstrumentCategory(assetGroupCode);
ddlAssetIC.DataSource = dsInstrumentCategory.Tables[0];
ddlAssetIC.DataTextField = "PAIC_AssetInstrumentCategoryName";
ddlAssetIC.DataValueField = "PAIC_AssetInstrumentCategoryCode";
ddlAssetIC.DataBind();
ddlAssetIC.Items.Insert(0, "Select an Asset Instrument Category");
dtDebtIssuer = assetBo.GetDebtIssuerCode(xmlLookUpPath);
ddlDebtIssuer.DataSource = dtDebtIssuer;
ddlDebtIssuer.DataTextField = "WDI_DebtIssuerName";
ddlDebtIssuer.DataValueField = "WDI_DebtIssuerCode";
ddlDebtIssuer.DataBind();
ddlDebtIssuer.Items.Insert(0, "Select a Debt Issuer");
dtFrequency = assetBo.GetFrequencyCode(xmlLookUpPath);
ddlCIFrequency.DataSource = dtFrequency;
ddlCIFrequency.DataTextField = "WF_Frequency";
ddlCIFrequency.DataValueField = "WF_FrequencyCode";
ddlCIFrequency.DataBind();
ddlCIFrequency.Items.Insert(0, "Select a Compounding Frequency");
ddlIPFrequency.DataSource = dtFrequency;
ddlIPFrequency.DataTextField = "WF_Frequency";
ddlIPFrequency.DataValueField = "WF_FrequencyCode";
ddlIPFrequency.DataBind();
ddlIPFrequency.Items.Insert(0, "Select an Interest Payout Frequency");
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "PortfolioCashSavingsEdit.ascx.cs:BindDropDownLists()");
object[] objects = new object[2];
objects[0] = xmlLookUpPath;
objects[1] = assetGroupCode;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}