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 Page_Load(object sender, EventArgs e)
{
SessionBo.CheckSession();
UserType = Session["UserType"].ToString().Trim();
if (!string.IsNullOrEmpty(Session["advisorVo"].ToString()))
{
advisorVo = (AdvisorVo)Session["advisorVo"];
}
if (!string.IsNullOrEmpty(Session[SessionContents.RmVo].ToString()))
{
rmVo = (RMVo)Session[SessionContents.RmVo];
}
//if (Session["UserType"] != null)
//{
// if (Session["UserType"].ToString() == "Customer")
// strFromCustomerDashBoard = true;
//}
if (UserType == "Customer")//&& strFromCustomerDashBoard == true
{
if (!string.IsNullOrEmpty(Session["CustomerVo"].ToString()))
{
customerVo = (CustomerVo)Session["CustomerVo"];
}
isGrpHead = customerBo.CheckCustomerGroupHead(customerVo.CustomerId);
if (isGrpHead == false)
{
trCustomerType.Visible = false;
}
else
{
trCustomerType.Visible = true;
}
CustomerLogin = true;
hndCustomerLogin.Value = "true";
Session["hndCustomerLogin"] = hndCustomerLogin.Value;
trAdminRmButton.Visible = true;
trAdminCustomer.Visible = false;
lblReportStep.Text = customerVo.FirstName + " " + customerVo.MiddleName + " " + customerVo.LastName;
trGroupCustomerDetails.Visible = true;
}
else
{
hndCustomerLogin.Value = "false";
Session["hndCustomerLogin"] = hndCustomerLogin.Value;
trAdminRmButton.Visible = true;
}
if (!IsPostBack)
{
advisorId = advisorVo.advisorId;
AddCustomReports();
if (CustomerLogin == true)
{
trAdminCustomer.Visible = false;
//trStepGrHead.Visible = false;
hdnCustomerId1.Value = customerVo.CustomerId.ToString();
IndivisulCustomerLogin();
ShowFolios();
}
else
{
trAdminCustomer.Visible = true;
trStepGrHead.Visible = true;
//This for Customer Search AutoCompelete TextBox Dynamic Assign Service Method.
if (Session[SessionContents.CurrentUserRole].ToString() == "RM")
{
txtParentCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
txtParentCustomer_autoCompleteExtender.ServiceMethod = "GetMemberCustomerName";
}
else if (Session[SessionContents.CurrentUserRole].ToString() == "Admin" || Session[SessionContents.CurrentUserRole].ToString() == "Ops")
{
txtParentCustomer_autoCompleteExtender.ContextKey = advisorVo.advisorId.ToString();
txtParentCustomer_autoCompleteExtender.ServiceMethod = "GetAdviserCustomerName";
}
}
txtAsOnDate.Text = DateTime.Now.ToShortDateString();
txtFromDate.Text = DateTime.Now.ToShortDateString();;
txtToDate.Text = DateTime.Now.ToShortDateString();;
}
}
protected void Page_Load(object sender, EventArgs e)
{
bool isGrpHead = false;
try
{
SessionBo.CheckSession();
customerVo = (CustomerVo)Session["CustomerVo"];
if (customerVo != null)
{
Session[SessionContents.FPS_ProspectList_CustomerId] = customerVo.CustomerId;
}
if (!IsPostBack)
{
//customerVo = (CustomerVo)Session["CustomerVo"];
//customerVo = (CustomerVo)Session["CustomerVo"];
if (customerVo.FirstName != null && customerVo.MiddleName != null && customerVo.LastName != null)
{
string First = customerVo.FirstName.ToString();
string Middle = customerVo.MiddleName.ToString();
string Last = customerVo.LastName.ToString();
isGrpHead = customerBo.CheckCustomerGroupHead(customerVo.CustomerId);
if (isGrpHead == true)
{
//TreeView1.Nodes.AddAt(1, new TreeNode("Group Dashboard"));
RadPanelBar1.Items.Insert(1, new Telerik.Web.UI.RadPanelItem("Group Dashboard"));
}
if (Middle != "")
{
lblNameValue.Text = customerVo.FirstName.ToString() + " " + customerVo.MiddleName.ToString() + " " + customerVo.LastName.ToString();
}
else
{
lblNameValue.Text = customerVo.FirstName.ToString() + " " + customerVo.LastName.ToString();
}
lblEmailIdValue.Text = customerVo.Email.ToString();
}
//TreeView1.CollapseAll();
RadPanelBar1.CollapseAllItems();
//TreeView1.FindNode("Portfolio Dashboard").Expand();
RadPanelBar1.FindItemByValue("Portfolio Dashboard").Expanded = true;
}
if (customerVo.UserType == "IND")
{
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "loadtopmenu('CustomerIndividualLeftPane');", true);
}
else
{
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "loadtopmenu('CustomerNonIndividualLeftPane');", true);
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "PortfolioLeftPane.ascx:Page_Load()");
object[] objects = new object[1];
objects[0] = customerVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void Page_Load(object sender, EventArgs e)
{
//if (!IsPostBack)
//{
// customerVo = (CustomerVo)Session[SessionContents.CustomerVo];
// string First = customerVo.FirstName.ToString();
// string Middle = customerVo.MiddleName.ToString();
// string Last = customerVo.LastName.ToString();
// if (Middle != "")
// {
// lblNameValue.Text = customerVo.FirstName.ToString() + " " + customerVo.MiddleName.ToString() + " " + customerVo.LastName.ToString();
// }
// else
// {
// lblNameValue.Text = customerVo.FirstName.ToString() + " " + customerVo.LastName.ToString();
// }
// lblEmailIdValue.Text = customerVo.Email.ToString();
//}
SessionBo.CheckSession();
customerVo = (CustomerVo)Session[SessionContents.CustomerVo];
if (customerVo != null)
{
Session[SessionContents.FPS_ProspectList_CustomerId] = customerVo.CustomerId;
}
if (!IsPostBack)
{
isGrpHead = customerBo.CheckCustomerGroupHead(customerVo.CustomerId);
if (isGrpHead == true)
{
TreeView1.Nodes.AddAt(0, new TreeNode("Group Home"));
Session["IsDashboard"] = "true";
}
else
{
Session["IsDashboard"] = "CustDashboard";
}
string IsDashboard = string.Empty;
if (Session["IsDashboard"] != null)
{
IsDashboard = Session["IsDashboard"].ToString();
}
if (IsDashboard == "true")
{
TreeView1.CollapseAll();
if (customerVo.RelationShip == "SELF")
{
TreeView1.FindNode("Group Home").Selected = true;
}
else
{
TreeView1.FindNode("Customer Dashboard").Selected = true;
}
Session["IsDashboard"] = "false";
}
else if (IsDashboard == "CustDashboard")
{
TreeView1.CollapseAll();
TreeView1.FindNode("Customer Dashboard").Selected = true;
}
else
{
TreeView1.CollapseAll();
TreeView1.FindNode("Profile Dashboard").Expand();
TreeView1.FindNode("Profile Dashboard").Selected = true;
}
}
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadtopmenu('CustomerIndividualLeftPane');", true);
}
protected void btnSignIn_Click(object sender, EventArgs e)
{
UserVo userVo = new UserVo();
UserBo userBo = new UserBo();
AdvisorStaffBo advisorStaffBo = new AdvisorStaffBo();
AdvisorBranchBo advisorBranchBo = new AdvisorBranchBo();
AdvisorBranchVo advisorBranchVo = new AdvisorBranchVo();
RMVo rmVo = new RMVo();
AdvisorBo advisorBo = new AdvisorBo();
AdvisorVo advisorVo = new AdvisorVo();
CustomerBo customerBo = new CustomerBo();
CustomerVo customerVo = new CustomerVo();
List <string> roleList = new List <string>();
string sourcePath = "";
string branchLogoSourcePath = "";
int count;
bool isGrpHead = false;
if (!CheckSuperAdmin())
{
if (txtLoginId.Text == "" || txtPassword.Text == "")
{
lblIllegal.Visible = true;
lblIllegal.Text = "Username and Password does not match";
}
else
{
if (userBo.ValidateUser(txtLoginId.Text, txtPassword.Text)) // Validating the User Using the Username and Password
{
Session["id"] = "";
lblIllegal.Visible = true;
userVo = userBo.GetUser(txtLoginId.Text);
Session["UserVo"] = userVo;
AddLoginTrack(txtLoginId.Text, txtPassword.Text, true, userVo.UserId);
if (userVo.theme != null)
{
Session["Theme"] = userVo.theme.ToString();
Session["refreshTheme"] = true;
}
else
{
Session["Theme"] = "Purple";
Session["refreshTheme"] = true;
}
if (userVo.IsTempPassword == 0)
{
string UserName = userVo.FirstName + " " + userVo.LastName;
if (userVo.UserType == "Advisor")
{
Session[SessionContents.CurrentUserRole] = "Admin";
Session["advisorVo"] = advisorBo.GetAdvisorUser(userVo.UserId);
Session["rmVo"] = advisorStaffBo.GetAdvisorStaff(userVo.UserId);
advisorVo = (AdvisorVo)Session["advisorVo"];
rmVo = (RMVo)Session["rmVo"];
Session["adviserId"] = advisorBo.GetRMAdviserId(rmVo.RMId);
if (advisorVo.LogoPath == null || advisorVo.LogoPath == "")
{
advisorVo.LogoPath = "spacer.png";
}
else
{
sourcePath = "Images/" + advisorVo.LogoPath.ToString();
if (!System.IO.File.Exists(Server.MapPath(sourcePath)))
{
sourcePath = "";
}
}
Session[SessionContents.LogoPath] = sourcePath;
roleList = userBo.GetUserRoles(userVo.UserId);
count = roleList.Count;
if (count == 3)
{
advisorBranchVo = advisorBranchBo.GetBranch(advisorBranchBo.GetBranchId(rmVo.RMId));
Session["advisorBranchVo"] = advisorBranchVo;
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdvisorRMBMDashBoard','login','" + UserName + "','" + sourcePath + "');", true);
//login user role Type
Session["S_CurrentUserRole"] = "Admin";
}
if (count == 2)
{
if (roleList.Contains("RM") && roleList.Contains("BM"))
{
advisorBranchVo = advisorBranchBo.GetBranch(advisorBranchBo.GetBranchId(rmVo.RMId));
Session["advisorBranchVo"] = advisorBranchVo;
//login user role Type
Session["S_CurrentUserRole"] = "RM";
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('BMRMDashBoard','login','" + UserName + "','" + sourcePath + "','" + branchLogoSourcePath + "');", true);
}
else if (roleList.Contains("RM") && roleList.Contains("Admin"))
{
advisorBranchVo = advisorBranchBo.GetBranch(advisorBranchBo.GetBranchId(rmVo.RMId));
Session["advisorBranchVo"] = advisorBranchVo;
//login user role Type
Session["S_CurrentUserRole"] = "Admin";
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdvisorRMDashBoard','login','" + UserName + "','" + sourcePath + "');", true);
}
else if (roleList.Contains("BM") && roleList.Contains("Admin"))
{
advisorBranchVo = advisorBranchBo.GetBranch(advisorBranchBo.GetBranchId(rmVo.RMId));
Session["advisorBranchVo"] = advisorBranchVo;
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
//login user role Type
Session["S_CurrentUserRole"] = "Admin";
}
}
if (count == 1)
{
if (roleList.Contains("RM"))
{
Session["adviserId"] = advisorBo.GetRMAdviserId(rmVo.RMId);
//Session["advisorVo"]=advisorBo.GetAdvisor(
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
sourcePath = "Images/" + userBo.GetRMLogo(rmVo.RMId);
Session[SessionContents.LogoPath] = sourcePath;
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
//login user role Type Issue Reported by Ajay on July 1 2010
Session["S_CurrentUserRole"] = "RM";
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('RMDashBoard','login','" + UserName + "','" + sourcePath + "','" + branchLogoSourcePath + "');", true);
}
else if (roleList.Contains("BM"))
{
advisorBranchVo = advisorBranchBo.GetBranch(advisorBranchBo.GetBranchId(rmVo.RMId));
Session["advisorBranchVo"] = advisorBranchVo;
branchLogoSourcePath = "Images/" + userBo.GetRMBranchLogo(rmVo.RMId);
Session[SessionContents.BranchLogoPath] = branchLogoSourcePath;
//login user role Type Issue Reported by Ajay on July 1 2010
Session["S_CurrentUserRole"] = "BM";
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('BMDashBoard','login','" + UserName + "','" + sourcePath + "','" + branchLogoSourcePath + "');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdvisorDashBoard','login','" + UserName + "','" + sourcePath + "');", true);
}
}
GetLatestValuationDate();
}
else if (userVo.UserType == "Customer")
{
customerVo = customerBo.GetCustomerInfo(userVo.UserId);
//Session["advisorVo"] = advisorBo.GetAdvisorUser(userVo.UserId);
Session["CustomerVo"] = customerVo;
customerVo = (CustomerVo)Session["CustomerVo"];
advisorVo = advisorBo.GetAdvisor(advisorBranchBo.GetBranch(customerVo.BranchId).AdviserId);
rmVo = advisorStaffBo.GetAdvisorStaffDetails(customerVo.RmId);
Session["rmVo"] = rmVo;
Session["advisorVo"] = advisorVo;
//if(customerVo!=null){
sourcePath = "Images/" + userBo.GetCustomerLogo(customerVo.CustomerId);
Session[SessionContents.LogoPath] = sourcePath;
Session["S_CurrentUserRole"] = "Customer";
GetLatestValuationDate();
Session["IsDashboard"] = "true";
isGrpHead = customerBo.CheckCustomerGroupHead(customerVo.CustomerId);
if (isGrpHead == true)
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdvisorRMCustGroupDashboard','login','" + UserName + "','" + sourcePath + "');", true);
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdvisorRMCustIndiDashboard','login','" + UserName + "','" + sourcePath + "');", true);
}
}
else if (userVo.UserType == "Admin")
{
Session["refreshTheme"] = false;
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loginloadcontrol('AdminUpload','login','" + UserName + "','');", true);
}
}
else
{
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loadcontrol('ChangeTempPassword','none');", true);
}
}
else
{
lblIllegal.Visible = true;
lblIllegal.Text = "Username and Password does not match";
AddLoginTrack(txtLoginId.Text, txtPassword.Text, false, 0);
}
}
}
}
protected void Page_Load(object sender, EventArgs e)
{
SessionBo.CheckSession();
string First = null;
string Middle = null;
string Last = null;
bool isGrpHead = false;
try
{
if (!IsPostBack)
{
customerVo = (CustomerVo)Session[SessionContents.CustomerVo];
First = customerVo.FirstName.ToString();
Middle = customerVo.MiddleName.ToString();
Last = customerVo.LastName.ToString();
isGrpHead = customerBo.CheckCustomerGroupHead(customerVo.CustomerId);
if (isGrpHead == true)
{
TreeView1.Nodes.AddAt(1, new TreeNode("Group Dashboard"));
}
if (Middle != "")
{
lblNameValue.Text = customerVo.FirstName.ToString() + " " + customerVo.MiddleName.ToString() + " " + customerVo.LastName.ToString();
}
else
{
lblNameValue.Text = customerVo.FirstName.ToString() + " " + customerVo.LastName.ToString();
}
TreeView1.CollapseAll();
TreeView1.FindNode("Alert Dashboard").Expand();
TreeView1.FindNode("Alert Dashboard").ChildNodes[0].Selected = true;
lblEmailIdValue.Text = customerVo.Email.ToString();
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "RMCustomerIndividualLeftPane.ascx.cs:Page_Load()");
object[] objects = new object[4];
objects[0] = customerVo;
objects[1] = First;
objects[2] = Middle;
objects[3] = Last;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void Page_Load(object sender, EventArgs e)
{
SessionBo.CheckSession();
userVo = (UserVo)Session["UserVo"];
if (Request.Form["ctrl_EquityReports$btnView"] != "View Report")
{
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
if (!string.IsNullOrEmpty(Session[SessionContents.RmVo].ToString()))
{
rmVo = (RMVo)Session[SessionContents.RmVo];
}
if (Session["UserType"] != null)
{
if (Session["UserType"].ToString() == "Customer")
{
strFromCustomerDashBoard = true;
}
}
if (Session["UserType"].ToString().Trim() == "Customer" && strFromCustomerDashBoard == true)
{
if (!string.IsNullOrEmpty(Session["CustomerVo"].ToString()))
{
customerVo = (CustomerVo)Session["CustomerVo"];
}
isGrpHead = customerBo.CheckCustomerGroupHead(customerVo.CustomerId);
if (isGrpHead == false)
{
TabPanel1.Visible = false;
TabPanel2.Visible = true;
if (!IsPostBack)
{
HdnIsGroupHeadReport.Value = "1";
}
}
else
{
TabPanel1.Visible = true;
TabPanel2.Visible = true;
if (!IsPostBack)
{
HdnIsGroupHeadReport.Value = "0";
}
}
CustomerLogin = true;
hndCustomerLogin.Value = "true";
Session["hndCustomerLogin"] = hndCustomerLogin.Value;
trCustomerButton.Visible = true;
trAdminRmButton.Visible = false;
}
else
{
hndCustomerLogin.Value = "false";
Session["hndCustomerLogin"] = hndCustomerLogin.Value;
trCustomerButton.Visible = false;
trAdminRmButton.Visible = true;
}
BindPeriodDropDown();
if (!string.IsNullOrEmpty(Session["advisorVo"].ToString()))
{
advisorVo = (AdvisorVo)Session["advisorVo"];
}
if (!IsPostBack)
{
txtFromDate.Text = DateTime.Now.AddMonths(-1).ToString("dd-MM-yyyy");
txtToDate.Text = DateTime.Now.ToString("dd-MM-yyyy");
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
DataSet ds = customerTransactionBo.GetLastTradeDate();
if (ds.Tables != null && ds.Tables.Count > 0 && ds.Tables[0].Rows.Count > 0 && ds.Tables[0].Rows[0]["WTD_Date"] != null)
{
txtAsOnDate.Text = Convert.ToDateTime(ds.Tables[0].Rows[0]["WTD_Date"]).ToShortDateString();
}
txtFromDate.Text = DateTime.Now.AddMonths(-1).ToString("dd-MM-yyyy");
txtToDate.Text = DateTime.Now.ToString("dd-MM-yyyy");
if (CustomerLogin == true)
{
trCustomerGrHead.Visible = true;
trAdminCustomer.Visible = false;
trAdminIndiCustomer.Visible = false;
trCustomerInd.Visible = true;
trStepIndi.Visible = false;
trStepGrHead.Visible = false;
hdnCustomerId1.Value = customerVo.CustomerId.ToString();
ShowGroupCustomers();
IndivisulCustomerLogin();
}
else
{
trCustomerGrHead.Visible = false;
trAdminCustomer.Visible = true;
trAdminIndiCustomer.Visible = true;
trCustomerInd.Visible = false;
trStepIndi.Visible = true;
trStepGrHead.Visible = true;
if (Session[SessionContents.CurrentUserRole].ToString() == "RM")
{
txtCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
txtParentCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
txtCustomer_autoCompleteExtender.ServiceMethod = "GetMemberCustomerName";
txtParentCustomer_autoCompleteExtender.ServiceMethod = "GetParentCustomerName";
}
else if (Session[SessionContents.CurrentUserRole].ToString() == "Admin" || Session[SessionContents.CurrentUserRole].ToString() == "Ops")
{
txtCustomer_autoCompleteExtender.ContextKey = advisorVo.advisorId.ToString();
txtParentCustomer_autoCompleteExtender.ContextKey = advisorVo.advisorId.ToString();
txtCustomer_autoCompleteExtender.ServiceMethod = "GetAdviserCustomerName";
txtParentCustomer_autoCompleteExtender.ServiceMethod = "GetAdviserGroupCustomerName";
}
}
}
if (IsPostBack && !string.IsNullOrEmpty(Request.Form["ctrl_EquityReports$hidTabIndex"]))
{
activeTabIndex = Convert.ToInt32(Request.Form["ctrl_EquityReports$hidTabIndex"]);
}
}
}
protected void Page_Load(object sender, EventArgs e)
{
SessionBo.CheckSession();
userVo = (UserVo)Session["UserVo"];
//ddlReportSubType.Attributes.Add("onchange", "ChangeDates()");
rdoGroup.Attributes.Add("onClick", "javascript:ChangeCustomerSelectionTextBox(value);");
rdoIndividual.Attributes.Add("onClick", "javascript:ChangeCustomerSelectionTextBox(value);");
rdoCustomerGroup.Attributes.Add("onClick", "javascript:ChangeGroupOrSelf(value);");
rdoCustomerIndivisual.Attributes.Add("onClick", "javascript:ChangeGroupOrSelf(value);");
if (!string.IsNullOrEmpty(Session["advisorVo"].ToString()))
{
advisorVo = (AdvisorVo)Session["advisorVo"];
}
// cvAsOnDate.ValueToCompare = DateTime.Now.ToShortDateString();
if (Request.Form["ctrl_MFReports$tabViewAndEmailReports$tabpnlViewReports$btnViewReport"] != "View Report" && Request.Form["ctrl_MFReports$tabViewAndEmailReports$tabpnlEmailReports$btnEmailReport"] != "Email Report")
{
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
if (!string.IsNullOrEmpty(Session[SessionContents.RmVo].ToString()))
{
rmVo = (RMVo)Session[SessionContents.RmVo];
}
if (Session["UserType"] != null)
{
if (Session["UserType"].ToString() == "Customer")
{
strFromCustomerDashBoard = true;
}
}
if (userVo.UserType == "Customer" || strFromCustomerDashBoard == true)
{
if (!string.IsNullOrEmpty(Session["CustomerVo"].ToString()))
{
customerVo = (CustomerVo)Session["CustomerVo"];
}
CustomerLogin = true;
hndCustomerLogin.Value = "true";
Session["hndCustomerLogin"] = hndCustomerLogin.Value;
tabpnlEmailReports.Visible = false;
}
else
{
hndCustomerLogin.Value = "false";
Session["hndCustomerLogin"] = hndCustomerLogin.Value;
}
BindPeriodDropDown();
//if (CustomerLogin == false)
//{
// txtCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
// txtParentCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
//}
if (!IsPostBack)
{
ddlMFTransactionTypeBind();
if (CustomerLogin == true)
{
trCustomerName.Visible = true;
trIndCustomer.Visible = false;
trGroupCustomer.Visible = false;
IndivisulCustomerLogin();
trAdvisorRadioList.Visible = false;
trCustomerRadioList.Visible = true;
trAdminRM.Visible = false;
trCustomer.Visible = true;
isGrpHead = customerBo.CheckCustomerGroupHead(customerVo.CustomerId);
if (isGrpHead == false)
{
trCustomerRadioList.Visible = false;
rdoCustomerIndivisual.Checked = true;
divGroupCustomers.Visible = false;
hndSelfOrGroup.Value = "self";
ShowFolios();
}
else
{
rdoCustomerGroup.Checked = true;
hndSelfOrGroup.Value = "";
}
}
else
{
trCustomerName.Visible = false;
trIndCustomer.Visible = true;
trGroupCustomer.Visible = true;
trAdvisorRadioList.Visible = true;
trCustomerRadioList.Visible = false;
trAdminRM.Visible = true;
trCustomer.Visible = false;
}
//tabpnlEmailReports.Visible = false;
if (CustomerLogin == false)
{
//This for Customer Search AutoCompelete TextBox Dynamic Assign Service Method.
//if (Session[SessionContents.CurrentUserRole].ToString() == "RM")
//{
// txtCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
// txtParentCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
// txtCustomer_autoCompleteExtender.ServiceMethod = "GetMemberCustomerName";
// txtParentCustomer_autoCompleteExtender.ServiceMethod = "GetParentCustomerName";
//}
//else if (Session[SessionContents.CurrentUserRole].ToString() == "Admin")
//{
// txtCustomer_autoCompleteExtender.ContextKey = advisorVo.advisorId.ToString();
// txtParentCustomer_autoCompleteExtender.ContextKey = advisorVo.advisorId.ToString();
// txtCustomer_autoCompleteExtender.ServiceMethod = "GetAdviserCustomerName";
// txtParentCustomer_autoCompleteExtender.ServiceMethod = "GetAdviserGroupCustomerName";
//}
//ListBox horizontal Scorling enabled false
LBCustomer.HorizontalScrollEnabled = false;
LBSelectCustomer.HorizontalScrollEnabled = false;
CustomerBo customerBo = new CustomerBo();
DataTable dtGroupCustomerList = new DataTable();
//dtGroupCustomerList = customerBo.GetParentCustomerName("BULKMAIL", int.Parse(rmVo.RMId.ToString()));
if (Session[SessionContents.CurrentUserRole].ToString() == "RM")
{
tabpnlEmailReports.Visible = true;
dtGroupCustomerList = customerBo.GetParentCustomerName("BULKMAIL", int.Parse(rmVo.RMId.ToString()));
}
else if (Session[SessionContents.CurrentUserRole].ToString() == "Admin")
{
tabpnlEmailReports.Visible = true;
dtGroupCustomerList = customerBo.GetAdviserGroupCustomerName("BULKMAIL", int.Parse(advisorVo.advisorId.ToString()));
}
else if (Session[SessionContents.CurrentUserRole].ToString() == "BM")
{
tabpnlEmailReports.Visible = false;
}
LBCustomer.DataSource = dtGroupCustomerList;
LBCustomer.DataTextField = "C_FirstName";
LBCustomer.DataValueField = "C_CustomerId";
LBCustomer.DataBind();
}
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
DataSet ds = customerTransactionBo.GetLastTradeDate();
if (ds.Tables != null && ds.Tables.Count > 0 && ds.Tables[0].Rows.Count > 0 && ds.Tables[0].Rows[0]["WTD_Date"] != null)
{
txtAsOnDate.Text = Convert.ToDateTime(ds.Tables[0].Rows[0]["WTD_Date"]).ToShortDateString();
txtFromDate.Text = Convert.ToDateTime(ds.Tables[0].Rows[0]["WTD_Date"]).ToShortDateString();
txtToDate.Text = Convert.ToDateTime(ds.Tables[0].Rows[0]["WTD_Date"]).ToShortDateString();
txtEmailAsOnDate.Text = Convert.ToDateTime(ds.Tables[0].Rows[0]["WTD_Date"]).ToShortDateString();
txtEmailFromDate.Text = Convert.ToDateTime(ds.Tables[0].Rows[0]["WTD_Date"]).ToShortDateString();
txtEmailToDate.Text = Convert.ToDateTime(ds.Tables[0].Rows[0]["WTD_Date"]).ToShortDateString();
}
//Transaction Subreport search invissible intitialy..
//trTranFilter1.Visible = false;
//trTranFilter2.Visible = false;
tabViewAndEmailReports.ActiveTabIndex = 0;
//ShowFolios();
}
if (CustomerLogin == false)
{
if (Session[SessionContents.CurrentUserRole].ToString() == "RM")
{
hidBMLogin.Value = "False";
txtCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
txtParentCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
txtCustomer_autoCompleteExtender.ServiceMethod = "GetMemberCustomerName";
txtParentCustomer_autoCompleteExtender.ServiceMethod = "GetParentCustomerName";
}
else if (Session[SessionContents.CurrentUserRole].ToString() == "Admin")
{
hidBMLogin.Value = "False";
txtCustomer_autoCompleteExtender.ContextKey = advisorVo.advisorId.ToString();
txtParentCustomer_autoCompleteExtender.ContextKey = advisorVo.advisorId.ToString();
txtCustomer_autoCompleteExtender.ServiceMethod = "GetAdviserCustomerName";
txtParentCustomer_autoCompleteExtender.ServiceMethod = "GetAdviserGroupCustomerName";
}
else if (Session[SessionContents.CurrentUserRole].ToString() == "BM")
{
hidBMLogin.Value = "true";
txtCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
txtParentCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
txtCustomer_autoCompleteExtender.ServiceMethod = "GetBMIndividualCustomerNames";
txtParentCustomer_autoCompleteExtender.ServiceMethod = "GetBMParentCustomerNames";
}
}
if (IsPostBack && !string.IsNullOrEmpty(Request.Form["ctrl_MFReports$hidTabIndex"]))
{
activeTabIndex = Convert.ToInt32(Request.Form["ctrl_MFReports$hidTabIndex"]);
tabViewAndEmailReports.ActiveTabIndex = activeTabIndex;
}
}
}
protected void Page_Load(object sender, EventArgs e)
{
SessionBo.CheckSession();
string First = null;
string Middle = null;
string Last = null;
userVo = (UserVo)Session["userVo"];
bool isGrpHead = false;
try
{
customerVo = (CustomerVo)Session[SessionContents.CustomerVo];
if (customerVo != null)
{
Session[SessionContents.FPS_ProspectList_CustomerId] = customerVo.CustomerId;
}
if (!IsPostBack)
{
First = customerVo.FirstName.ToString();
Middle = customerVo.MiddleName.ToString();
Last = customerVo.LastName.ToString();
if (Session[SessionContents.CurrentUserRole].ToString() == "RM")
{
hdnUserRole.Value = "RM";
}
else if (Session[SessionContents.CurrentUserRole].ToString() == "BM")
{
hdnUserRole.Value = "BM";
}
else if (Session[SessionContents.CurrentUserRole].ToString() == "Adviser")
{
hdnUserRole.Value = "Adviser";
}
if (Middle != "")
{
lblNameValue.Text = customerVo.FirstName.ToString() + " " + customerVo.MiddleName.ToString() + " " + customerVo.LastName.ToString();
}
else
{
lblNameValue.Text = customerVo.FirstName.ToString() + " " + customerVo.LastName.ToString();
}
lblEmailIdValue.Text = customerVo.Email.ToString();
isGrpHead = customerBo.CheckCustomerGroupHead(customerVo.CustomerId);
if (isGrpHead == true)
{
//TreeView1.Nodes.AddAt(1, new TreeNode("Group Dashboard"));
RadPanelBar1.Items.Insert(1, new Telerik.Web.UI.RadPanelItem("Group Dashboard"));
RadPanelBar1.Items.FindItemByText("Group Dashboard").Value = "Group Dashboard";
}
string IsDashboard = string.Empty;
if (Session["IsDashboard"] != null)
{
IsDashboard = Session["IsDashboard"].ToString();
}
if (IsDashboard == "true")
{
//TreeView1.CollapseAll();
RadPanelBar1.CollapseAllItems();
if (isGrpHead == true)
{
//TreeView1.FindNode("Group Dashboard").Selected = true;
RadPanelBar1.FindItemByText("Group Dashboard").Selected = true;
}
else
{
//TreeView1.FindNode("Customer Dashboard").Selected = true;
RadPanelBar1.FindItemByValue("Customer Dashboard").Selected = true;
}
Session["IsDashboard"] = "false";
}
else if (IsDashboard == "CustDashboard")
{
//TreeView1.CollapseAll();
//TreeView1.FindNode("Customer Dashboard").Selected = true;
RadPanelBar1.FindItemByValue("Customer Dashboard").Selected = true;
Session["IsDashboard"] = "false";
}
else if (Session[SessionContents.FPS_TreeView_Status] != null)
{
if (Session[SessionContents.FPS_TreeView_Status].ToString() == "FinanceProfile")
{
//TreeView1.CollapseAll();
//TreeView1.FindNode("Financial Planning").Expand();
RadPanelBar1.FindItemByValue("Financial Planning").Expanded = true;
//TreeView1.FindNode("FinanceProfile").Selected = true;
//TreeNode tn = new TreeNode("Finance Profile", "FinanceProfile");
RadPanelBar1.FindItemByValue("FinanceProfile").Selected = true;
//TreeView1.SelectedNode.Text = "Finance Profile";
}
}
else
{
//TreeView1.CollapseAll();
// TreeView1.FindNode("Profile Dashboard").Expand();
// TreeView1.FindNode("Profile Dashboard").Selected = true;
}
}
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "topMenu", "loadtopmenu('CustomerIndividualLeftPane');", true);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "RMCustomerIndividualLeftPane.ascx.cs:Page_Load()");
object[] objects = new object[4];
objects[0] = customerVo;
objects[1] = First;
objects[2] = Middle;
objects[3] = Last;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
