protected void btnSearch_Click(object sender, EventArgs e)
{
int adviserId = 0;
if (advisorVo != null && advisorVo.advisorId > 0)
{
if (userVo.UserType != "SuperAdmin")
{
adviserId = advisorVo.advisorId;
}
else
{
if (Session["adviserId_Upload"] != null)
{
adviserId = (int)Session["adviserId_Upload"];
}
}
CustomerBo customerBo = new CustomerBo();
DataSet dsCustomers = customerBo.SearchCustomers(adviserId, txtCustomerName.Text);
gvCustomers.DataSource = dsCustomers;
gvCustomers.DataBind();
gvCustomers.Visible = true;
if (dsCustomers.Tables[0].Rows.Count >= 100)
{
lblRefine.Visible = true;
}
else
{
lblRefine.Visible = false;
}
}
}
protected void lnkbtnGvProspectListName_Click(object sender, EventArgs e)
{
int customerId = 0;
int selectedRow = 0;
GridDataItem gdi;
CustomerVo customervo = new CustomerVo();
CustomerBo customerBo = new CustomerBo();
//LinkButton lnkbtn = (LinkButton)gvCustomerProspectlist.FindControl("lnkbtnGvProspectListName");
LinkButton lnkbtn = (LinkButton)sender;
gdi = (GridDataItem)lnkbtn.NamingContainer;
selectedRow = gdi.ItemIndex + 1;
customerId = int.Parse((gvCustomerProspectlist.MasterTableView.DataKeyValues[selectedRow - 1]["C_CustomerId"].ToString()));
customervo = customerBo.GetCustomer(customerId);
Session["CustomerVo"] = customervo;
Session["IsDashboard"] = "FP";
if (customerId != 0)
{
Session[SessionContents.FPS_ProspectList_CustomerId] = customerId;
}
Session[SessionContents.FPS_TreeView_Status] = "FinanceProfile";
Session[SessionContents.FPS_CustomerPospect_ActionStatus] = "View";
Session[SessionContents.FPS_AddProspectListActionStatus] = "FPDashBoard";
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "CustomerIndLeftPane", "loadlinks('RMCustomerIndividualLeftPane','login');", true);
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "loadcontrol('CustomerFPDashBoard','login');", true);
}
public bool UpdateCustomer(CustomerBo customer)
{
if (customer == null)
{
throw new DataException(BusinessRuleResource.Error_CustomerObject);
}
if (customer.Id == 0)
{
throw new DataException(string.Format(BusinessRuleResource.Error_InstanceId, "Id"));
}
var customerUpdate = _unitOfWork.CustomerRepo.FindByParameters(s => s.Id == customer.Id).FirstOrDefault();
if (customerUpdate != null)
{
customerUpdate.LastName = customer.LastName;
customerUpdate.FirstName = customer.FirstName;
customerUpdate.DateOfBirth = customer.DateOfBirth;
customer.CustomerCode =
$"{customer.FirstName.ToUpper()}{customer.LastName}{customer.DateOfBirth:yyyyMMdd}";
_unitOfWork.CustomerRepo.Update(customerUpdate);
}
_unitOfWork.SaveChanges();
return(true);
}
protected void gvExceptionReport_ItemCommand(object source, GridCommandEventArgs e)
{
string strFolioNumber = string.Empty;
string strProfileData = string.Empty;
string ProData = string.Empty;
string strFolioData = string.Empty;
String Exptype = string.Empty;
DateTime createdDate = new DateTime();
DateTime editedDate = new DateTime();
DateTime deletedDate = new DateTime();
if (e.CommandName == RadGrid.UpdateCommandName)
{
//strExternalCodeToBeEdited = Session["extCodeTobeEdited"].ToString();
CustomerBo customerBo = new CustomerBo();
bool isUpdated = false;
GridEditableItem gridEditableItem = (GridEditableItem)e.Item;
TextBox txtProfileData = (TextBox)e.Item.FindControl("txtProfileDataForEditForm");
TextBox txtFolioData = (TextBox)e.Item.FindControl("txtFolioDataForEditForm");
TextBox txtFolioNumber = (TextBox)e.Item.FindControl("txtFolioNumberForEditForm");
TextBox txtCustomerId = (TextBox)e.Item.FindControl("txtCustomerIdForEditForm");
//DropDownList txtExtType = (DropDownList)e.Item.FindControl("ddlExternalType");
//TextBox txtSchemePlancode = (TextBox)e.Item.FindControl("txtSchemePlanCodeForEditForm");
//strProfileData = txtProfileData.Text;
strFolioData = txtFolioData.Text;
strFolioNumber = txtFolioNumber.Text;
ProData = txtProfileData.Text;
customerId = int.Parse(txtCustomerId.Text);
isUpdated = customerBo.EditData(ProData, strFolioData, strFolioNumber, customerId, hdnExplist.Value);
}
CallAllGridBindingFunctions();
}
private void ShowGroupCustomers()
{
CustomerBo customerBo = new CustomerBo();
if (hdnCustomerId1.Value != string.Empty)
{
CustomerFamilyBo customerFamilyBo = new CustomerFamilyBo();
DataTable dt = customerFamilyBo.GetAllCustomerAssociates(int.Parse(hdnCustomerId1.Value));
if (dt != null && dt.Rows.Count > 0)
{
StringBuilder strCustomers = new StringBuilder();
strCustomers.Append("<table border='0'>");
strCustomers.Append("<tr><td colspan='3'><b>All Customers Under Group Head :</b></td></tr>");
foreach (DataRow dr in dt.Rows)
{
strCustomers.Append("<tr>");
strCustomers.Append("<td>" + dr["CustomerName"].ToString() + "</td>");
strCustomers.Append("<td>" + ShowGroupFolios(Convert.ToInt32(dr["C_AssociateCustomerId"])) + "</td>");
strCustomers.Append("</tr>");
}
strCustomers.Append("</table>");
divGroupCustomers.InnerHtml = strCustomers.ToString();
}
else
{
divGroupCustomers.InnerHtml = "No Customers found";
}
}
txtCustomerId.Value = null;
txtCustomer.Text = String.Empty;
TabContainer1.ActiveTab = TabContainer1.Tabs[activeTabIndex];
TabContainer1.ActiveTabIndex = activeTabIndex;
}
protected void hdnCustomerId_ValueChanged(object sender, EventArgs e)
{
CustomerBo customerBo = new CustomerBo();
if (hdnCustomerId.Value != string.Empty)
{
DataTable dt = customerBo.GetCustomerPanAddress(int.Parse(hdnCustomerId.Value));
DataRow dr = dt.Rows[0];
hdnCustomerId1.Value = hdnCustomerId.Value;
txtCustomerPAN.Text = dr["C_PANNum"].ToString();
trCustomerDetails.Style.Add("display", "block");
//trCustomerDetails.Visible = true;
//trPortfolioDetails.Visible = true;
if (rdoIndividual.Checked)
{
ShowFolios();
}
else
{
ShowGroupCustomers();
}
//Storing Customer details in session to Access in Display.aspx for passing report parameter
//CustomerVo customerVo = new CustomerVo();
customerVo = customerBo.GetCustomer(int.Parse(hdnCustomerId.Value));
Session["CusVo"] = customerVo;
txtParentCustomer.Text = customerVo.FirstName.ToString() + customerVo.MiddleName.ToString() + customerVo.LastName.ToString();
txtCustomer.Text = customerVo.FirstName.ToString() + customerVo.MiddleName.ToString() + customerVo.LastName.ToString();
hdnCustomerId.Value = "";
}
tabViewAndEmailReports.ActiveTab = tabViewAndEmailReports.Tabs[activeTabIndex];
tabViewAndEmailReports.ActiveTabIndex = 0;
}
public string[] GetBMParentCustomers(string prefixText, int count, string contextKey)
{
CustomerBo customerBo = new CustomerBo();
DataTable dtCustomerName = new DataTable();
List <string> names = new List <string>();
int selectedParentId = 0;
int rmId = 0;
string[] splitStr = contextKey.Split('|');
rmId = int.Parse(splitStr[0].ToString());
selectedParentId = int.Parse(splitStr[1].ToString());
dtCustomerName = customerBo.GetBMParentCustomers(prefixText, rmId, selectedParentId);
//string[] customerNameList = new string[dtCustomerName.Rows.Count];
foreach (DataRow dr in dtCustomerName.Rows)
{
string item = AjaxControlToolkit.AutoCompleteExtender.CreateAutoCompleteItem(dr["C_FirstName"].ToString(), dr["C_CustomerId"].ToString());
names.Add(item);
//customerNameList[i] = dr["C_FirstName"].ToString() + "|" + dr["C_PANNum"].ToString();
//i++;
}
return(names.ToArray());
}
protected void txtParentCustomerId_ValueChanged(object sender, EventArgs e)
{
CustomerBo customerBo = new CustomerBo();
customerVo = customerBo.GetCustomer(int.Parse(txtParentCustomerId.Value.ToString()));
Session["CusVo"] = customerVo;
ShowGroupCustomers();
}
public int CheckStaffCodes(string prefixText)
{
int result = 0;
CustomerBo customerBo = new CustomerBo();
result = customerBo.CheckStaffCode(prefixText);
return(result);
}
protected void gvExceptionReport_ItemDataBound(object sender, GridItemEventArgs e)
{
customerBo = new CustomerBo();
if (e.Item is GridEditFormInsertItem && e.Item.OwnerTableView.IsItemInserted)
{
GridEditFormInsertItem item = (GridEditFormInsertItem)e.Item;
TextBox txtFolioDataForEditForm = (TextBox)item.FindControl("txtFolioDataForEditForm");
TextBox txtFolioNumberForEditForm = (TextBox)item.FindControl("txtFolioNumberForEditForm");
txtFolioDataForEditForm.Text = txtFolioDataForEditForm.Text;
txtFolioNumberForEditForm.Text = txtFolioNumberForEditForm.Text;
}
string panNum = string.Empty;
string ISAChck = string.Empty;
if (e.Item is GridDataItem)
{
GridDataItem dataItem = e.Item as GridDataItem;
LinkButton buttonEdit = dataItem["editColumn"].Controls[0] as LinkButton;
string ProfileDate = dataItem["ProfileFolio"].Text;
panNum = dataItem["Exception"].Text;
ISAChck = dataItem["CustomerName"].Text;
if (ISAChck == "ISAF")
{
buttonEdit.Visible = false;
}
ProfileDate = ProfileDate.ToUpper();
if (ProfileDate == "PROFILE")
{
buttonEdit.Visible = false;
}
int customerId = int.Parse(dataItem["CustomerId"].Text);
}
if (e.Item is GridHeaderItem)
{
GridHeaderItem headeritem = e.Item as GridHeaderItem;
string value = ddlExpList.SelectedItem.Text;
headeritem["Exception"].Text = value;
string NewValue = ddlExpType.SelectedItem.Value;
if (NewValue == "ISAF")
{
headeritem["ProfileFolio"].Text = "Folio Mode Of Holding";
headeritem["Exception"].Text = "ISA Mode Of Holding";
headeritem["Exceptionlist"].Text = "ISA No.";
}
}
if (e.Item is GridEditFormItem && e.Item.IsInEditMode && e.Item.ItemIndex != -1)
{
//int customerId = int.Parse(gvExceptionReport.MasterTableView.DataKeyValues[e.Item.ItemIndex]["customerId"].ToString());
//GridEditFormItem editedItem = (GridEditFormItem)e.Item;
//TextBox txtFolioDataForEditForm = (TextBox)editedItem.FindControl("txtFolioDataForEditForm");
//TextBox txtFolioNumberForEditForm = (TextBox)editedItem.FindControl("txtFolioNumberForEditForm");
//txtFolioDataForEditForm.Text = txtFolioDataForEditForm.Text;
//txtFolioNumberForEditForm.Text = txtFolioNumberForEditForm.Text;
}
}
private void Save()
{
CustomerVo customerVo = new CustomerVo();
UserVo userVo = new UserVo();
CustomerBo customerBo = new CustomerBo();
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
List <int> customerIds = new List <int>();
if (Page.IsValid)
{
if (fpuserVo.C_CustomerId == null || fpuserVo.C_CustomerId == 0)
{
customerVo.RmId = 4682;
customerVo.BranchId = 1339;
customerVo.Type = "IND";
customerVo.FirstName = fpuserVo.UserName;
userVo.FirstName = fpuserVo.UserName;
customerVo.Email = fpuserVo.EMail;
customerVo.IsProspect = 1;
customerVo.IsFPClient = 1;
customerVo.IsActive = 1;
customerVo.IsRealInvestor = true;
customerVo.PANNum = fpuserVo.Pan;
customerVo.Mobile1 = fpuserVo.MobileNo;
customerVo.ProspectAddDate = DateTime.Now;
customerVo.Dob = fpuserVo.DOB;
userVo.Email = fpuserVo.EMail;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolioProspect";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, fpuserVo.UserId);
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
if (UpdateCustomerIdInFPUserTable(fpuserVo.UserId, customerIds[1]))
{
divTncSuccess.Visible = true;
}
}
else
{
if (UpdateCustomerIdInFPUserTable(fpuserVo.UserId, fpuserVo.C_CustomerId))
{
divTncSuccess.Visible = true;
}
}
divtnc1.Visible = false;
divtnc2.Visible = false;
divTncSuccess.Visible = true;
}
}
protected void gvSchemeDetails_ItemDataBound(object sender, GridItemEventArgs e)
{
customerBo = new CustomerBo();
if (e.Item is GridEditFormInsertItem && e.Item.OwnerTableView.IsItemInserted)
{
GridEditFormInsertItem item = (GridEditFormInsertItem)e.Item;
TextBox txtBox = (TextBox)item.FindControl("txtSchemePlanCodeForEditForm");
TextBox txtBoxScName = (TextBox)item.FindControl("txtSchemePlanNameForEditForm");
//txtBox.Text = txtSchemePlanCode.Value;
//txtBoxScName.Text = txtSchemeName.Text;
txtBox.Enabled = false;
txtBoxScName.Enabled = false;
Button btn = (Button)item.FindControl("btnUpdate");
btn.Text = "add";
}
if (e.Item is GridDataItem)
{
GridDataItem dataItem = e.Item as GridDataItem;
string schemeName = dataItem["PASC_AMC_ExternalType"].Text;
LinkButton buttonEdit = dataItem["editColumn"].Controls[0] as LinkButton;
LinkButton buttonDelete = dataItem["deleteColumn"].Controls[0] as LinkButton;
Label lbl = new Label();
lbl = (Label)e.Item.FindControl("lblFiletypeId");
if (schemeName == "AMFI" || schemeName == "ValueResearch" || schemeName == "AF")
{
buttonEdit.Enabled = false;
buttonDelete.Enabled = false;
buttonDelete.Attributes["onclick"] = "return alert('You cannot delete this scheme')";
buttonEdit.Attributes["onclick"] = "return alert('You cannot Edit this scheme')";
}
}
if (e.Item is GridEditFormItem && e.Item.IsInEditMode && e.Item.ItemIndex != -1)
{
string strExtType = gvSchemeDetails.MasterTableView.DataKeyValues[e.Item.ItemIndex]["PASC_AMC_ExternalType"].ToString();
strExternalCodeToBeEdited = gvSchemeDetails.MasterTableView.DataKeyValues[e.Item.ItemIndex]["PASC_AMC_ExternalCode"].ToString();
string IsOnline = gvSchemeDetails.MasterTableView.DataKeyValues[e.Item.ItemIndex]["PASC_IsOnline"].ToString();
if (Session["extCodeTobeEdited"] != null)
{
Session["extCodeTobeEdited"] = null;
}
Session["extCodeTobeEdited"] = strExternalCodeToBeEdited;
GridEditFormItem editedItem = (GridEditFormItem)e.Item;
DropDownList dropDownList = (DropDownList)editedItem.FindControl("ddlExternalType");
dropDownList.SelectedValue = strExtType;
DropDownList ddlONline = (DropDownList)editedItem.FindControl("ddlONline");
if (IsOnline == "NO")
{
ddlONline.SelectedValue = 0.ToString();
}
else
{
ddlONline.SelectedValue = 1.ToString();
}
}
}
protected void ddlActionForProspect_OnSelectedIndexChanged(object sender, EventArgs e)
{
int userId = 0;
UserBo userBo = new UserBo();
bool isGrpHead = false;
CustomerVo customerVo = new CustomerVo();
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
PortfolioBo portfolioBo = new PortfolioBo();
CustomerBo customerBo = new CustomerBo();
int ParentId;
if (Session[SessionContents.PortfolioId] != null)
{
Session.Remove(SessionContents.PortfolioId);
}
LinkButton lnkAction = (LinkButton)sender;
//RadComboBox ddlAction = (RadComboBox)sender;
GridDataItem item = (GridDataItem)lnkAction.NamingContainer;
ParentId = int.Parse(gvLeadList.MasterTableView.DataKeyValues[item.ItemIndex]["C_CustomerId"].ToString());
Session["ParentIdForDelete"] = ParentId;
customerVo = customerBo.GetCustomer(ParentId);
Session["CustomerVo"] = customerVo;
isGrpHead = customerBo.CheckCustomerGroupHead(ParentId);
//to set portfolio Id and its details
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(ParentId);
//Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
Session["customerPortfolioVo"] = customerPortfolioVo;
Session["IsDashboard"] = "false";
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(ParentId);
if (customerVo.IsProspect == 0)
{
//Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
//Session["customerPortfolioVo"] = customerPortfolioVo;
//ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "RMCustomerIndividualDashboard", "loadcontrol('RMCustomerIndividualDashboard','login');", true);
}
else
{
isGrpHead = customerBo.CheckCustomerGroupHead(ParentId);
if (isGrpHead == false)
{
ParentId = customerBo.GetCustomerGroupHead(ParentId);
}
else
{
ParentId = customerVo.CustomerId;
}
Session[SessionContents.FPS_ProspectList_CustomerId] = ParentId;
Session[SessionContents.FPS_AddProspectListActionStatus] = "View";
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "loadcontrol('AddProspectList','login');", true);
//Session[SessionContents.FPS_TreeView_Status] = "FinanceProfile";
}
}
protected void bindFolioDropDown(int customerId)
{
DataSet folioDs;
CustomerBo customerBo = new CustomerBo();
folioDs = new DataSet();
folioDs = customerBo.GetCustomerPortfolioList(customerId);
ddlAdvisorBranchList.DataSource = folioDs;
ddlAdvisorBranchList.DataValueField = folioDs.Tables[0].Columns["CP_PortfolioName"].ToString();
ddlAdvisorBranchList.DataBind();
}
public async Task Update(CustomerBo request)
{
try
{
var entity = request.MapObject <CustomerBo, Customer>();
_mycontext.Customer.Update(entity);
await _mycontext.SaveChangesAsync();
}
catch (Exception ex)
{
throw ex;
}
}
public void ValidateBussDate(DateTime chckdate)
{
CustomerBo customerBo = new CustomerBo();
bool isCorrect = false;
isCorrect = customerBo.ChckBussinessDate(chckdate);
if (isCorrect == true)
{
}
else
{
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "alert('Invalid!!!Choose a Valid Bussiness Date ');", true);
}
}
public bool UpdateCustomer(CustomerBo customer)
{
using (var transaction = new TransactionScope())
{
try
{
if (customer == null)
{
throw new EvaluateException(BusinessRuleResource.Error_CustomerObject);
}
if (customer.Id == 0)
{
throw new EvaluateException(string.Format(BusinessRuleResource.Error_InstanceId, nameof(customer)));
}
var customerUpdate = _customerRulesProcessor.UpdateCustomer(customer);
if (!customerUpdate)
{
return(false);
}
var address = customer.CustomerAddress.Select(s => s.Address).ToArray();
var addressEmptyId = address.FirstOrDefault(s => s.Id == 0);
if (addressEmptyId != null)
{
throw new EvaluateException(string.Format(BusinessRuleResource.Error_InstanceIdFor, nameof(address), addressEmptyId.Street));
}
if (address.Any())
{
_addressRuleProcessor.UpdateAddress(address);
}
var contacts = customer.CustomerContacts.Select(s => s.Contact).ToArray();
var emptyContact = contacts.FirstOrDefault(s => s.Id == 0);
if (emptyContact != null)
{
throw new EvaluateException(string.Format(BusinessRuleResource.Error_InstanceIdFor, nameof(contacts), emptyContact.Contact));
}
if (contacts.Any())
{
_contactsRuleProcessor.UpdateContacts(contacts);
}
transaction.Complete();
}
catch (Exception e)
{
transaction.Dispose();
throw e;
}
}
return(true);
}
public string[] GetASBALocation(string prefixText)
{
CustomerBo customerBo = new CustomerBo();
DataTable dtGetASBALocation = new DataTable();
List <string> allASBALocation = new List <string>();
dtGetASBALocation = customerBo.GetASBABankLocation(prefixText);
foreach (DataRow dr in dtGetASBALocation.Rows)
{
string item = AjaxControlToolkit.AutoCompleteExtender.CreateAutoCompleteItem(dr["WCMV_Name"].ToString(), dr["WCMV_LookupId"].ToString());
allASBALocation.Add(item);
}
return(allASBALocation.ToArray());
}
public string[] GetPerticularBranchsAllGroupCustomers(string contextKey, string prefixText)
{
CustomerBo customerBo = new CustomerBo();
DataTable dtAllRMBranchGroupCustomersName = new DataTable();
List <string> allRMBranchNames = new List <string>();
dtAllRMBranchGroupCustomersName = customerBo.GetPerticularBranchsAllGroupCustomers(contextKey, prefixText);
foreach (DataRow dr in dtAllRMBranchGroupCustomersName.Rows)
{
string item = AjaxControlToolkit.AutoCompleteExtender.CreateAutoCompleteItem(dr["C_FirstName"].ToString(), dr["C_CustomerId"].ToString());
allRMBranchNames.Add(item);
}
return(allRMBranchNames.ToArray());
}
protected void txtCustomerId_ValueChanged(object sender, EventArgs e)
{
CustomerBo customerBo = new CustomerBo();
if (txtCustomerId.Value != string.Empty)
{
DataTable dt = customerBo.GetCustomerPanAddress(int.Parse(txtCustomerId.Value));
DataRow dr = dt.Rows[0];
txtPanParent.Text = dr["C_PANNum"].ToString();
txtAddress.Text = dr["C_Adr1Line1"].ToString();
trCustomerDetails.Visible = true;
}
}
public async Task Create(CustomerBo request)
{
try
{
var entity = request.MapObject <CustomerBo, Customer>();
entity.RecordStatus = RecordStatus.Active;
await _mycontext.Customer.AddAsync(entity);
await _mycontext.SaveChangesAsync();
}
catch (Exception ex)
{
throw ex;
}
}
public string[] GetBMIndividualCustomerNames(string prefixText, int count, string contextKey)
{
CustomerBo customerBo = new CustomerBo();
DataTable dtCustomerName = new DataTable();
int i = 0;
List <string> names = new List <string>();
dtCustomerName = customerBo.GetBMIndividualCustomerNames(prefixText, int.Parse(contextKey));
foreach (DataRow dr in dtCustomerName.Rows)
{
string item = AjaxControlToolkit.AutoCompleteExtender.CreateAutoCompleteItem(dr["C_FirstName"].ToString(), dr["C_CustomerId"].ToString());
names.Add(item);
}
return(names.ToArray());
}
protected void btnDematTnCAccepted_Click(object sender, EventArgs e)
{
UserBo userBo = new UserBo();
string strOnlineAdviser = ConfigurationSettings.AppSettings["ONLINE_ADVISER"].ToString();
if (Page.Request.Headers["x-Account-ID"] != null && Page.Request.Headers["x-Account-ID"] != "")
{
userAccountId = Page.Request.Headers["x-Account-ID"].ToString();
}
else if (Request.QueryString["x-Account-ID"] != null && Request.QueryString["x-Account-ID"] != "")
{
userAccountId = Request.QueryString["x-Account-ID"].ToString();
}
if (Request.QueryString["WERP"] != null)
{
isWerp = Request.QueryString["WERP"];
}
if (string.IsNullOrEmpty(isWerp))
{
userVo = userBo.GetUserAccountDetails(userAccountId, Convert.ToInt32(strOnlineAdviser));
}
else
{
advisorVo = (AdvisorVo)Session["advisorVo"];
userVo = userBo.GetUserAccountDetails(userAccountId, advisorVo.advisorId);
}
customerVo = (CustomerVo)Session["CustomerVo"];
CustomerBo customerBo = new CustomerBo();
customerBo.UpdateDematAcceptance(customerVo.CustomerId);
customerVo = customerBo.GetCustomerInfo(userVo.UserId);
Session["CustomerVo"] = customerVo;
if (customerVo.IsDematAccepted && customerVo.IsDematInvestor)
{
Session["ExchangeMode"] = "Demat";
ddlMode.SelectedValue = "Demat";
}
else if (customerVo.IsDematAccepted && !customerVo.IsDematInvestor)
{
ddlMode.SelectedValue = "Online";
Page.ClientScript.RegisterStartupScript(this.GetType(), "alertwq", "alert('We have taken your request for registration of your client code for BSE StAR MF segment. The same will be activated shortly.');", true);
}
else
{
ddlMode.SelectedValue = "Online";
}
}
public MembershipServiceResponse UpgradeNotify(CustomerBo customer)
{
MembershipServiceResponse response;
if (!customer.Validate(this.localizedMessageProvider, out response))
{
return(response);
}
emailService.SendMail(customer.Email, activateMembershipMailSubject, activateMembershipMailContent);
return(new MembershipServiceResponse
{
MembershipServiceResponseType = MembershipServiceResponseType.Success
});
}
public string[] GetAgentCodeDetails(string prefixText, int count, string contextKey)
{
CustomerBo customerBo = new CustomerBo();
DataTable dtCustomerName = new DataTable();
int i = 0;
List <string> names = new List <string>();
dtCustomerName = customerBo.GetAgentCodeDetails(prefixText, int.Parse(contextKey));
//string[] customerNameList = new string[dtCustomerName.Rows.Count];
foreach (DataRow dr in dtCustomerName.Rows)
{
string item = AjaxControlToolkit.AutoCompleteExtender.CreateAutoCompleteItem(dr["AAC_Agentcode"].ToString(), dr["AA_AdviserAssociateId"].ToString());
names.Add(item);
}
return(names.ToArray());
}
/// <summary>
/// Create Customer
/// </summary>
/// <param name="customer"></param>
/// <returns></returns>
/// <exception cref="DataException"></exception>
public int CreateCustomer(CustomerBo customer)
{
if (customer == null)
{
throw new DataException(BusinessRuleResource.Error_CustomerObject);
}
var customerEntity = new Customers
{
LastName = customer.LastName,
FirstName = customer.FirstName,
CustomerCode = $"{customer.FirstName.ToUpper()}{customer.LastName}{customer.DateOfBirth:yyyyMMdd}"
};
_unitOfWork.CustomerRepo.Create(customerEntity);
_unitOfWork.SaveChanges();
return(customerEntity.Id);
}
protected void txtParentCustomerId_ValueChanged(object sender, EventArgs e)
{
CustomerBo customerBo = new CustomerBo();
hdnCustomerId1.Value = txtParentCustomerId.Value.ToString();
customerVo = customerBo.GetCustomer(int.Parse(hdnCustomerId1.Value));
trGroupCustomerDetails.Visible = true;
txtPAN.Text = customerVo.PANNum;
Session["CusVo"] = customerVo;
if (ddlCustomerType.SelectedValue == "1")
{
ShowGroupCustomers();
}
else
{
ShowFolios();
}
}
protected void gvTempleton_ItemDataBound(object sender, GridItemEventArgs e)
{
customerBo = new CustomerBo();
if (e.Item is GridEditFormInsertItem && e.Item.OwnerTableView.IsItemInserted)
{
GridEditFormInsertItem item = (GridEditFormInsertItem)e.Item;
DropDownList ddlclassificationCode = (DropDownList)item.FindControl("ddlclassificationCode");
dsTransactionType = customerTransactionBo.GetMFTransactionType();
ddlclassificationCode.DataValueField = "WMTT_TransactionClassificationCode";
ddlclassificationCode.DataTextField = "WMTT_TransactionClassificationName";
ddlclassificationCode.DataSource = dsTransactionType;
ddlclassificationCode.DataBind();
ddlclassificationCode.Items.Insert(0, new ListItem("Select", "Select"));
}
if (e.Item is GridDataItem)
{
//GridDataItem dataItem = e.Item as GridDataItem;
//LinkButton buttonEdit = dataItem["editColumn"].Controls[0] as LinkButton;
//LinkButton buttonDelete = dataItem["deleteColumn"].Controls[0] as LinkButton;
//Label lbl = new Label();
//lbl = (Label)e.Item.FindControl("lblFiletypeId");
//if (schemeName == "AMFI" || schemeName == "ValueResearch" || schemeName == "AF")
//{
// buttonEdit.Enabled = false;
// buttonDelete.Enabled = false;
// buttonDelete.Attributes["onclick"] = "return alert('You cannot delete this scheme')";
// buttonEdit.Attributes["onclick"] = "return alert('You cannot Edit this scheme')";
//}
}
if (e.Item is GridEditFormItem && e.Item.IsInEditMode && e.Item.ItemIndex != -1)
{
string strClassificationCode = gvTempleton.MasterTableView.DataKeyValues[e.Item.ItemIndex]["ClassificationCode"].ToString();;
GridEditFormItem editedItem = (GridEditFormItem)e.Item;
DropDownList ddlclassificationCode = (DropDownList)editedItem.FindControl("ddlclassificationCode");
dsTransactionType = customerTransactionBo.GetMFTransactionType();
ddlclassificationCode.DataValueField = "WMTT_TransactionClassificationCode";
ddlclassificationCode.DataTextField = "WMTT_TransactionClassificationName";
ddlclassificationCode.DataSource = dsTransactionType;
ddlclassificationCode.DataBind();
ddlclassificationCode.SelectedValue = strClassificationCode;
}
}
protected void txtCustomerId_ValueChanged(object sender, EventArgs e)
{
CustomerBo customerBo = new CustomerBo();
CustomerVo customerVo = new CustomerVo();
if (txtCustomerId.Value != string.Empty)
{
DataTable dt = customerBo.GetCustomerPanAddress(int.Parse(txtCustomerId.Value));
DataRow dr = dt.Rows[0];
customerVo = customerBo.GetCustomer(int.Parse(txtCustomerId.Value));
Session["CusVo"] = customerVo;
txtPanParent.Text = dr["C_PANNum"].ToString();
trCustomerDetails.Visible = true;
trPortfolioDetails.Visible = true;
ShowFolios();
}
TabContainer1.ActiveTab = TabContainer1.Tabs[activeTabIndex];
TabContainer1.ActiveTabIndex = activeTabIndex;
}
protected void btnSearch_Click(object sender, EventArgs e)
{
if (advisorVo != null && advisorVo.advisorId > 0)
{
CustomerBo customerBo = new CustomerBo();
DataSet dsCustomers = customerBo.SearchCustomers(advisorVo.advisorId, txtCustomerName.Text);
gvCustomers.DataSource = dsCustomers;
gvCustomers.DataBind();
gvCustomers.Visible = true;
if (dsCustomers.Tables[0].Rows.Count >= 100)
{
lblRefine.Visible = true;
}
else
{
lblRefine.Visible = false;
}
}
}
