protected void ddlTradeAccountNos_SelectedIndexChanged(object sender, EventArgs e)
{
if (ddlTradeAccountNos.SelectedValue != "-1")
{
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
CustomerAccountsVo customerAccountsVo = new CustomerAccountsVo();
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
PortfolioBo portfolioBo = new PortfolioBo();
CustomerVo customerVo = customerBo.GetCustomer(Convert.ToInt32(txtParentCustomerId.Value));
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId);
customerAccountsVo = customerTransactionBo.GetCustomerEQAccountDetails(int.Parse(ddlTradeAccountNos.SelectedValue.ToString()), customerPortfolioVo.PortfolioId);
if (rdoDelivery.Checked)
{
hidBrokerRate.Value = customerAccountsVo.BrokerageDeliveryPercentage.ToString();
}
else
{
hidBrokerRate.Value = customerAccountsVo.BrokerageSpeculativePercentage.ToString();
}
hidOtherCharges.Value = customerAccountsVo.OtherCharges.ToString();
}
else
{
hidBrokerRate.Value = "0";
hidOtherCharges.Value = "0";
}
}
protected void Page_Load(object sender, EventArgs e)
{
SessionBo.CheckSession();
if (!string.IsNullOrEmpty(Session["advisorVo"].ToString()))
{
advisorVo = (AdvisorVo)Session["advisorVo"];
}
if (Request.Form["ctrl_EquityReports$btnView"] != "View Report")
{
path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
rmVo = (RMVo)Session[SessionContents.RmVo];
BindPeriodDropDown();
txtCustomer_autoCompleteExtender.ContextKey = advisorVo.advisorId.ToString();
txtParentCustomer_autoCompleteExtender.ContextKey = advisorVo.advisorId.ToString();
if (!IsPostBack)
{
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
DataSet ds = customerTransactionBo.GetLastTradeDate();
if (ds.Tables != null && ds.Tables.Count > 0 && ds.Tables[0].Rows.Count > 0 && ds.Tables[0].Rows[0]["WTD_Date"] != null)
{
txtAsOnDate.Text = Convert.ToDateTime(ds.Tables[0].Rows[0]["WTD_Date"]).ToShortDateString();
}
}
if (IsPostBack && !string.IsNullOrEmpty(Request.Form["ctrl_EquityReports$hidTabIndex"]))
{
activeTabIndex = Convert.ToInt32(Request.Form["ctrl_EquityReports$hidTabIndex"]);
}
}
}
protected void btnCancel_Click(object sender, EventArgs e)
{
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
int userId = ((UserVo)Session["userVo"]).UserId;
try
{
if (mfTransactionVo != null)
{
customerTransactionBo.CancelMFTransaction(mfTransactionVo, userId);
}
btnCancel.Visible = false;
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "loadcontrol('TransactionsView','none');", true);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ViewMFTransaction.ascx:btnCancel_Click(object sender, EventArgs e)");
object[] objects = new object[1];
objects[0] = mfTransactionVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnMap_Click(object sender, EventArgs e)
{
int MfTransId = 0;
int OriginalTransId = 0;
bool bResult = false;
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
foreach (GridViewRow row in gvRejectedTransactions.Rows)
{
if (((RadioButton)row.FindControl("rdRejectId")).Checked)
{
MfTransId = int.Parse(gvRejectedTransactions.DataKeys[row.RowIndex].Value.ToString());
break;
}
}
foreach (GridViewRow row in gvOriginalTransactions.Rows)
{
if (((RadioButton)row.FindControl("rdOriginalId")).Checked)
{
OriginalTransId = int.Parse(gvOriginalTransactions.DataKeys[row.RowIndex].Value.ToString());
break;
}
}
bResult = customerTransactionBo.UpdateRejectedTransactionStatus(MfTransId, OriginalTransId);
if (bResult)
{
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "alert('Transactions Updated Succesfully');", true);
}
else
{
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "alert('Transactions Not Updated');", true);
}
ShowTransactions();
}
protected void BtnDelete_Click(object sender, EventArgs e)
{
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
string HiddenVal = hdnStatusValue.Value;
int transactionId = 0;
if (Session["TransactionId"] != null)
{
transactionId = int.Parse(Session["TransactionId"].ToString());
}
if (HiddenVal == "1")
{
if (hddeletiontype.Value == "Bulk")
{
string transid = Session["TransId"].ToString();
customerTransactionBo.BulkEqTransactionDeletion(transid);
ddlAction.SelectedIndex = 0;
}
else
{
customerTransactionBo.DeleteEquityTransaction(transactionId);
}
}
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('EquityTransactionsView','none');", true);
}
public override JobStatus Start(JobParams JP, out string ErrorMsg)
{
ErrorMsg = "";
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
try
{
customerTransactionBo.RunMFTRansactionsCancellationJob();
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "DailyValuation.ascx.cs:CreateAdviserEODLog()");
object[] objects = new object[1];
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(JobStatus.SuccessFull);
}
public void SetBrokerage()
{
if (txtRate.Text != "" && txtBroker.Text != "")
{
double brokerage, otherCharges;
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
CustomerAccountsVo customerAccountsVo = new CustomerAccountsVo();
customerAccountsVo = customerTransactionBo.GetCustomerEQAccountDetails(int.Parse(ddlTradeAcc.SelectedItem.Value.ToString()), portfolioId);
// Stax= Service Tax
if (eqTransactionVo.IsSpeculative != 1)
{
brokerage = double.Parse(txtRate.Text) * (customerAccountsVo.BrokerageDeliveryPercentage / 100);
}
else
{
brokerage = double.Parse(txtRate.Text) * (customerAccountsVo.BrokerageSpeculativePercentage / 100);
}
otherCharges = double.Parse(txtRate.Text) * (customerAccountsVo.OtherCharges / 100);
txtBrokerage.Text = Math.Round(brokerage, 4).ToString();
txtOtherCharge.Text = Math.Round(otherCharges, 4).ToString();
Calculate();
}
}
protected void btnDelete_Click(object sender, EventArgs e)
{
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
try
{
if (mfTransactionVo != null)
{
if (mfTransactionVo.TransactionStatusCode == 1)
{
//ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "Message", "confirm('Are you sure you want to delete transaction?');", true);
Page.ClientScript.RegisterStartupScript(this.GetType(), "Message", "showmessage('1');", true);
}
else if (mfTransactionVo.TransactionStatusCode == 2)
{
if (!string.IsNullOrEmpty(mfTransactionVo.OriginalTransactionNumber))
{
//ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "Message", "confirm('Origional transaction not found.Please make sure if origional already deleted.Want to delete Cancel alone?');", true);
Page.ClientScript.RegisterStartupScript(this.GetType(), "Message", "showmessage('2');", true);
}
else
{
//ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "Message", "confirm('Origional transaction will autometically deleted on deleting cancel.Want to delete?');", true);
Page.ClientScript.RegisterStartupScript(this.GetType(), "Message", "showmessage('1');", true);
}
}
else if (mfTransactionVo.TransactionStatusCode == 3)
{
//Page.ClientScript.RegisterStartupScript(this.GetType(), "Message", "showmessage('2');", true);
if (!string.IsNullOrEmpty(mfTransactionVo.OriginalTransactionNumber))
{
//ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "Message", "confirm('Origional transaction not found.Please make sure if origional already deleted.Want to delete Cancel alone?');", true);
Page.ClientScript.RegisterStartupScript(this.GetType(), "Message", "showmessage('2');", true);
}
else
{
//ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "Message", "confirm('Origional transaction will autometically deleted on deleting cancel.Want to delete?');", true);
Page.ClientScript.RegisterStartupScript(this.GetType(), "Message", "showmessage('1');", true);
}
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "ViewMFTransaction.ascx:btnDelete_Click(object sender, EventArgs e)");
object[] objects = new object[1];
objects[0] = mfTransactionVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
public void SetBrokerage()
{
if (txtRate.Text != "" && txtBroker.Text != "")
{
double brokerage, otherCharges;
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
CustomerAccountsVo customerAccountsVo = new CustomerAccountsVo();
customerAccountsVo = customerTransactionBo.GetCustomerEQAccountDetails(int.Parse(ddlTradeAcc.SelectedItem.Value.ToString()), portfolioId);
// Stax= Service Tax
//if (txtBrokerage.Text == "")
//{
if (rbtnDelivery.Checked)
{
brokerage = double.Parse(txtRate.Text) * (customerAccountsVo.BrokerageDeliveryPercentage / 100);
txtBrokerage.Text = Math.Round(brokerage, 4).ToString();
}
else
{
brokerage = double.Parse(txtRate.Text) * (customerAccountsVo.BrokerageSpeculativePercentage / 100);
txtBrokerage.Text = Math.Round(brokerage, 4).ToString();
}
//}
//if (txtOtherCharge.Text == "")
//{
otherCharges = double.Parse(txtRate.Text) * (customerAccountsVo.OtherCharges / 100);
if (txtOtherCharge.Text == "")
{
txtOtherCharge.Text = "0";
}
if (otherCharges != 0)
{
txtOtherCharge.Text = Math.Round(otherCharges, 4).ToString();
}
else
{
txtOtherCharge.Text = (double.Parse(txtRate.Text) * double.Parse(txtOtherCharge.Text) / 100).ToString();
}
//}
Calculate();
}
}
protected void btnCancel_Click(object sender, EventArgs e)
{
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
int userId = ((UserVo)Session["userVo"]).UserId;
try
{
if (eqTransactionVo != null)
{
customerTransactionBo.CancelEquityTransaction(eqTransactionVo, userId);
}
btnCancel.Visible = false;
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "loadcontrol('EquityTransactionsView','none');", true);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
}
private void SetSystematicTransactions()
{
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
mfSystematicTransactionReportVoList = new List <MFSystematicTransactionReportVo>();
List <string> transactionTypeList = new List <string>();
DateTime fromDate = new DateTime();
DateTime toDate = new DateTime();
DateBo dateBo = new DateBo();
string customerNameSearch = "";
string schemeNameSearch = "";
string transType = "";
string portfolioType = "";
string viewType = "";
systematicTotalAmount = 0;
originalAmountTotal = 0;
portfolioType = ddlGroupPortfolioGroup.SelectedValue.ToString();
viewType = ddlViewType.SelectedValue.ToString();
if (gvSystematicTransactions.HeaderRow != null)
{
customerNameSearch = ((TextBox)gvSystematicTransactions.HeaderRow.FindControl("txtCustomerSearch")).Text;
schemeNameSearch = ((TextBox)gvSystematicTransactions.HeaderRow.FindControl("txtSchemeSearch")).Text;
transType = ((DropDownList)gvSystematicTransactions.HeaderRow.FindControl("ddlTranType")).SelectedValue.ToString();
if (transType == "Select")
{
transType = "";
}
}
//if ((TextBox)gvSystematicTransactions.HeaderRow.FindControl("txtSchemeSearch") != null)
//{
//}
//if ((DropDownList)gvSystematicTransactions.HeaderRow.FindControl("ddlTranType") != null)
//{
//}
if (rbtnPickDate.Checked)
{
fromDate = DateTime.Parse(txtFromDate.Text.Trim());
toDate = DateTime.Parse(txtToDate.Text.Trim());
}
else
{
dateBo.CalculateFromToDatesUsingPeriod(ddlPeriod.SelectedValue, out fromDate, out toDate);
}
int adviserId = ((AdvisorVo)Session["advisorVo"]).advisorId;
mfSystematicTransactionReportVoList = customerTransactionBo.GetMFSystematicTransactionsReport(adviserId, fromDate, toDate, customerNameSearch, schemeNameSearch, transType, portfolioType, out transactionTypeList);
ViewState["SystematicTransactionVoList"] = mfSystematicTransactionReportVoList;
DataTable dtSystematicTransactionReport = new DataTable();
DataRow drSystematicTransactionReport;
dtSystematicTransactionReport.Columns.Add("CustomerName");
dtSystematicTransactionReport.Columns.Add("Folio");
dtSystematicTransactionReport.Columns.Add("Scheme");
dtSystematicTransactionReport.Columns.Add("SystematicType");
dtSystematicTransactionReport.Columns.Add("SystematicAmount");
dtSystematicTransactionReport.Columns.Add("SystematicDate");
dtSystematicTransactionReport.Columns.Add("ActualAmount");
dtSystematicTransactionReport.Columns.Add("ActualDate");
dtSystematicTransactionReport.Columns.Add("RowId");
if (mfSystematicTransactionReportVoList != null && mfSystematicTransactionReportVoList.Count != 0)
{
for (int i = 0; i < mfSystematicTransactionReportVoList.Count; i++)
{
if (viewType == "ALL")
{
drSystematicTransactionReport = dtSystematicTransactionReport.NewRow();
drSystematicTransactionReport[0] = mfSystematicTransactionReportVoList[i].CustomerName;
drSystematicTransactionReport[1] = mfSystematicTransactionReportVoList[i].FolioNum;
drSystematicTransactionReport[2] = mfSystematicTransactionReportVoList[i].SchemePlanName;
if (mfSystematicTransactionReportVoList[i].SystematicTransacionType != null && mfSystematicTransactionReportVoList[i].SystematicTransacionType != "")
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].SystematicTransacionType;
}
else
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].OriginalTransactionType;
}
if (mfSystematicTransactionReportVoList[i].SystematicAmount != 0)
{
drSystematicTransactionReport[4] = mfSystematicTransactionReportVoList[i].SystematicAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[4] = "-";
}
if (mfSystematicTransactionReportVoList[i].SystematicTransactionDate != null && mfSystematicTransactionReportVoList[i].SystematicTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[5] = mfSystematicTransactionReportVoList[i].SystematicTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[5] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionAmount != 0)
{
drSystematicTransactionReport[6] = mfSystematicTransactionReportVoList[i].OriginalTransactionAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[6] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionDate != null && mfSystematicTransactionReportVoList[i].OriginalTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[7] = mfSystematicTransactionReportVoList[i].OriginalTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[7] = "-";
}
drSystematicTransactionReport[8] = i;
dtSystematicTransactionReport.Rows.Add(drSystematicTransactionReport);
systematicTotalAmount = systematicTotalAmount + mfSystematicTransactionReportVoList[i].SystematicAmount;
originalAmountTotal = originalAmountTotal + mfSystematicTransactionReportVoList[i].OriginalTransactionAmount;
}
else if (viewType == "NAT" && (mfSystematicTransactionReportVoList[i].OriginalTransactionDate == DateTime.MinValue ||
mfSystematicTransactionReportVoList[i].OriginalTransactionDate == null) &&
(mfSystematicTransactionReportVoList[i].OriginalTransactionType == "" || mfSystematicTransactionReportVoList[i].OriginalTransactionType == null))
{
drSystematicTransactionReport = dtSystematicTransactionReport.NewRow();
drSystematicTransactionReport[0] = mfSystematicTransactionReportVoList[i].CustomerName;
drSystematicTransactionReport[1] = mfSystematicTransactionReportVoList[i].FolioNum;
drSystematicTransactionReport[2] = mfSystematicTransactionReportVoList[i].SchemePlanName;
if (mfSystematicTransactionReportVoList[i].SystematicTransacionType != null && mfSystematicTransactionReportVoList[i].SystematicTransacionType != "")
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].SystematicTransacionType;
}
else
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].OriginalTransactionType;
}
if (mfSystematicTransactionReportVoList[i].SystematicAmount != 0)
{
drSystematicTransactionReport[4] = mfSystematicTransactionReportVoList[i].SystematicAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[4] = "-";
}
if (mfSystematicTransactionReportVoList[i].SystematicTransactionDate != null && mfSystematicTransactionReportVoList[i].SystematicTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[5] = mfSystematicTransactionReportVoList[i].SystematicTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[5] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionAmount != 0)
{
drSystematicTransactionReport[6] = mfSystematicTransactionReportVoList[i].OriginalTransactionAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[6] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionDate != null && mfSystematicTransactionReportVoList[i].OriginalTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[7] = mfSystematicTransactionReportVoList[i].OriginalTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[7] = "-";
}
drSystematicTransactionReport[8] = i;
dtSystematicTransactionReport.Rows.Add(drSystematicTransactionReport);
systematicTotalAmount = systematicTotalAmount + mfSystematicTransactionReportVoList[i].SystematicAmount;
originalAmountTotal = originalAmountTotal + mfSystematicTransactionReportVoList[i].OriginalTransactionAmount;
}
else if (viewType == "NST" && (mfSystematicTransactionReportVoList[i].SystematicTransacionType == "" || mfSystematicTransactionReportVoList[i].SystematicTransacionType == null) &&
mfSystematicTransactionReportVoList[i].SystematicAmount == 0)
{
drSystematicTransactionReport = dtSystematicTransactionReport.NewRow();
drSystematicTransactionReport[0] = mfSystematicTransactionReportVoList[i].CustomerName;
drSystematicTransactionReport[1] = mfSystematicTransactionReportVoList[i].FolioNum;
drSystematicTransactionReport[2] = mfSystematicTransactionReportVoList[i].SchemePlanName;
if (mfSystematicTransactionReportVoList[i].SystematicTransacionType != null && mfSystematicTransactionReportVoList[i].SystematicTransacionType != "")
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].SystematicTransacionType;
}
else
{
drSystematicTransactionReport[3] = mfSystematicTransactionReportVoList[i].OriginalTransactionType;
}
if (mfSystematicTransactionReportVoList[i].SystematicAmount != 0)
{
drSystematicTransactionReport[4] = mfSystematicTransactionReportVoList[i].SystematicAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[4] = "-";
}
if (mfSystematicTransactionReportVoList[i].SystematicTransactionDate != null && mfSystematicTransactionReportVoList[i].SystematicTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[5] = mfSystematicTransactionReportVoList[i].SystematicTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[5] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionAmount != 0)
{
drSystematicTransactionReport[6] = mfSystematicTransactionReportVoList[i].OriginalTransactionAmount.ToString("f2");
}
else
{
drSystematicTransactionReport[6] = "-";
}
if (mfSystematicTransactionReportVoList[i].OriginalTransactionDate != null && mfSystematicTransactionReportVoList[i].OriginalTransactionDate != DateTime.MinValue)
{
drSystematicTransactionReport[7] = mfSystematicTransactionReportVoList[i].OriginalTransactionDate.ToShortDateString();
}
else
{
drSystematicTransactionReport[7] = "-";
}
drSystematicTransactionReport[8] = i;
dtSystematicTransactionReport.Rows.Add(drSystematicTransactionReport);
systematicTotalAmount = systematicTotalAmount + mfSystematicTransactionReportVoList[i].SystematicAmount;
originalAmountTotal = originalAmountTotal + mfSystematicTransactionReportVoList[i].OriginalTransactionAmount;
}
}
if (dtSystematicTransactionReport.Rows.Count != 0)
{
gvSystematicTransactions.DataSource = dtSystematicTransactionReport;
gvSystematicTransactions.DataBind();
gvSystematicTransactions.Visible = true;
pnlSystematicTransactions.Visible = true;
BindGridSearchBoxes(transactionTypeList, transType, customerNameSearch, schemeNameSearch);
}
else
{
drSystematicTransactionReport = dtSystematicTransactionReport.NewRow();
drSystematicTransactionReport[0] = "";
drSystematicTransactionReport[1] = "";
drSystematicTransactionReport[2] = "";
drSystematicTransactionReport[3] = "";
drSystematicTransactionReport[4] = "";
drSystematicTransactionReport[5] = "";
drSystematicTransactionReport[6] = "";
drSystematicTransactionReport[7] = "";
drSystematicTransactionReport[8] = "";
dtSystematicTransactionReport.Rows.Add(drSystematicTransactionReport);
gvSystematicTransactions.DataSource = dtSystematicTransactionReport;
gvSystematicTransactions.DataBind();
gvSystematicTransactions.Visible = true;
pnlSystematicTransactions.Visible = true;
BindGridSearchBoxes(transactionTypeList, transType, customerNameSearch, schemeNameSearch);
trErrorMessage.Visible = true;
}
}
else
{
drSystematicTransactionReport = dtSystematicTransactionReport.NewRow();
drSystematicTransactionReport[0] = "";
drSystematicTransactionReport[1] = "";
drSystematicTransactionReport[2] = "";
drSystematicTransactionReport[3] = "";
drSystematicTransactionReport[4] = "";
drSystematicTransactionReport[5] = "";
drSystematicTransactionReport[6] = "";
drSystematicTransactionReport[7] = "";
dtSystematicTransactionReport.Rows.Add(drSystematicTransactionReport);
gvSystematicTransactions.DataSource = dtSystematicTransactionReport;
gvSystematicTransactions.DataBind();
gvSystematicTransactions.Visible = true;
pnlSystematicTransactions.Visible = true;
BindGridSearchBoxes(transactionTypeList, transType, customerNameSearch, schemeNameSearch);
trErrorMessage.Visible = true;
}
}
private void ShowTransactions()
{
gvRejectedTransactions.DataSource = null;
gvRejectedTransactions.DataBind();
gvOriginalTransactions.DataSource = null;
gvOriginalTransactions.DataBind();
pnlRejectedTransactions.Visible = false;
pnlOriginalTransactions.Visible = false;
lblRejectedTransactions.Visible = false;
lblOriginalTransactions.Visible = false;
tdOriginalTransactions.Visible = false;
tdRejectedTransactions.Visible = false;
btnMap.Visible = false;
if (ddlPortfolios.SelectedValue.ToString() != "NA")
{
int adviserId = 0;
if (Session["advisorVo"] != null)
{
adviserId = ((AdvisorVo)Session["advisorVo"]).advisorId;
}
int portfolioId = 0;
if (txtCustomerId.Value.ToString() != "" && ddlPortfolios.SelectedValue.ToString() != "NA")
{
portfolioId = int.Parse(ddlPortfolios.SelectedValue.ToString());
}
List <MFTransactionVo> mfRejectTransactionVoList = new List <MFTransactionVo>();
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
DataTable dtRejectedTransactions = new DataTable();
DataRow drRejectedTransaction;
dtRejectedTransactions.Columns.Add("MFTransId");
dtRejectedTransactions.Columns.Add("CustomerName");
dtRejectedTransactions.Columns.Add("Scheme");
dtRejectedTransactions.Columns.Add("Folio");
dtRejectedTransactions.Columns.Add("Date");
dtRejectedTransactions.Columns.Add("Units");
dtRejectedTransactions.Columns.Add("Price");
dtRejectedTransactions.Columns.Add("Amount");
dtRejectedTransactions.Columns.Add("TransactioType");
mfRejectTransactionVoList = customerTransactionBo.GetMFRejectTransactions(portfolioId, adviserId);
if (mfRejectTransactionVoList != null)
{
for (int i = 0; i < mfRejectTransactionVoList.Count; i++)
{
drRejectedTransaction = dtRejectedTransactions.NewRow();
drRejectedTransaction[0] = mfRejectTransactionVoList[i].TransactionId;
drRejectedTransaction[1] = mfRejectTransactionVoList[i].CustomerName;
drRejectedTransaction[2] = mfRejectTransactionVoList[i].SchemePlan;
drRejectedTransaction[3] = mfRejectTransactionVoList[i].Folio;
drRejectedTransaction[4] = mfRejectTransactionVoList[i].TransactionDate.ToShortDateString();
drRejectedTransaction[5] = mfRejectTransactionVoList[i].Units.ToString("f2");
drRejectedTransaction[6] = mfRejectTransactionVoList[i].Price.ToString("f2");
drRejectedTransaction[7] = mfRejectTransactionVoList[i].Amount.ToString("f2");
drRejectedTransaction[8] = mfRejectTransactionVoList[i].TransactionType;
dtRejectedTransactions.Rows.Add(drRejectedTransaction);
}
gvRejectedTransactions.DataSource = dtRejectedTransactions;
gvRejectedTransactions.DataBind();
//((RadioButton)gvRejectedTransactions.Rows[0].Cells[0].FindControl("rdRejectId")).Checked = true;
gvRejectedTransactions.Visible = true;
lblRejectedTransactions.Visible = true;
pnlRejectedTransactions.Visible = true;
tdRejectedTransactions.Visible = true;
lblRejectedTransactions.Text = "Select a Rejected Transaction To Map";
}
else
{
lblRejectedTransactions.Visible = true;
lblRejectedTransactions.Text = "No Rejection Transactions Available";
pnlRejectedTransactions.Visible = false;
tdRejectedTransactions.Visible = false;
}
}
else
{
gvRejectedTransactions.Visible = false;
lblRejectedTransactions.Visible = false;
tdRejectedTransactions.Visible = false;
pnlRejectedTransactions.Visible = false;
}
}
private void ShowOriginalTransactions(int MFTransId)
{
bool isAvailable = true;
if (ddlPortfolios.SelectedValue.ToString() != "NA")
{
//int portfolioId = int.Parse(ddlPortfolios.SelectedValue.ToString());
List <MFTransactionVo> mfOriginalTransactionVoList = new List <MFTransactionVo>();
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
DataTable dtOriginalTransactions = new DataTable();
DataRow drOriginalTransaction;
dtOriginalTransactions.Columns.Add("MFTransId");
dtOriginalTransactions.Columns.Add("Scheme");
dtOriginalTransactions.Columns.Add("Folio");
dtOriginalTransactions.Columns.Add("Date");
dtOriginalTransactions.Columns.Add("Units");
dtOriginalTransactions.Columns.Add("Price");
dtOriginalTransactions.Columns.Add("Amount");
dtOriginalTransactions.Columns.Add("TransactioType");
mfOriginalTransactionVoList = customerTransactionBo.GetMFOriginalTransactions(MFTransId);
if (mfOriginalTransactionVoList != null)
{
for (int i = 0; i < mfOriginalTransactionVoList.Count; i++)
{
drOriginalTransaction = dtOriginalTransactions.NewRow();
drOriginalTransaction[0] = mfOriginalTransactionVoList[i].TransactionId;
drOriginalTransaction[1] = mfOriginalTransactionVoList[i].SchemePlan;
drOriginalTransaction[2] = mfOriginalTransactionVoList[i].Folio;
drOriginalTransaction[3] = mfOriginalTransactionVoList[i].TransactionDate.ToShortDateString();
drOriginalTransaction[4] = mfOriginalTransactionVoList[i].Units.ToString("f2");
drOriginalTransaction[5] = mfOriginalTransactionVoList[i].Price.ToString("f2");
drOriginalTransaction[6] = mfOriginalTransactionVoList[i].Amount.ToString("f2");
drOriginalTransaction[7] = mfOriginalTransactionVoList[i].TransactionType;
dtOriginalTransactions.Rows.Add(drOriginalTransaction);
}
gvOriginalTransactions.DataSource = dtOriginalTransactions;
gvOriginalTransactions.DataBind();
((RadioButton)gvOriginalTransactions.Rows[0].Cells[0].FindControl("rdOriginalId")).Checked = true;
gvOriginalTransactions.Visible = true;
lblOriginalTransactions.Visible = true;
pnlOriginalTransactions.Visible = true;
lblOriginalTransactions.Text = "Similar Original Transactions. Select Matching Transaction and Click on the button 'Map Transaction below'";
tdOriginalTransactions.Visible = true;
}
else
{
lblOriginalTransactions.Visible = true;
lblOriginalTransactions.Text = "No Similar Original Transactions Available";
pnlOriginalTransactions.Visible = false;
tdOriginalTransactions.Visible = false;
isAvailable = false;
}
}
else
{
gvOriginalTransactions.Visible = false;
lblOriginalTransactions.Visible = false;
pnlOriginalTransactions.Visible = false;
tdOriginalTransactions.Visible = false;
isAvailable = false;
}
if (isAvailable)
{
btnMap.Visible = true;
}
else
{
btnMap.Visible = false;
}
}
private bool SaveEquityTransaction()
{
EQTransactionVo eqTransactionVo = new EQTransactionVo();
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
try
{
// dt = productEquityBo.GetBrokerCode(portfolioId, ddlTradeAcc.SelectedItem.Text.ToString());
eqTransactionVo.IsSourceManual = 1;
eqTransactionVo.Brokerage = float.Parse(txtBrokerage.Text);
//eqTransactionVo.BrokerCode = dt.Rows[0]["XB_BrokerCode"].ToString();
if (ddlTransactionType.SelectedItem.Text.ToString() == "Purchase")
{
eqTransactionVo.BuySell = "B";
eqTransactionVo.TransactionCode = 1;
}
if (ddlTransactionType.SelectedItem.Text.ToString() == "Sell")
{
eqTransactionVo.BuySell = "S";
eqTransactionVo.TransactionCode = 2;
}
if (ddlTransactionType.SelectedItem.Text.ToString() == "Holdings")
{
eqTransactionVo.BuySell = "B";
eqTransactionVo.TransactionCode = 13;
}
if (txtParentCustomerId.Value != string.Empty)
{
eqTransactionVo.CustomerId = Convert.ToInt32(txtParentCustomerId.Value); //customerVo.CustomerId;
}
eqTransactionVo.IsCorpAction = 0;
if (rdoDelivery.Checked)
{
eqTransactionVo.IsSpeculative = 0;
}
else if (rdoSpeculative.Checked)
{
eqTransactionVo.IsSpeculative = 1;
}
//eqTransactionVo.EducationCess = (float)tempEducation;
eqTransactionVo.ScripCode = Convert.ToInt32(hidScrip.Value);
//eqTransactionVo.Exchange = ddlExchange.SelectedItem.Value.ToString();
if (txtOtherCharges.Text != string.Empty)
{
eqTransactionVo.OtherCharges = float.Parse(txtOtherCharges.Text);
}
if (txtQuantity.Text != string.Empty)
{
eqTransactionVo.Quantity = float.Parse(txtQuantity.Text);
}
//eqTransactionVo.IsSpeculative = 0;
eqTransactionVo.TradeType = "D";
// eqTransactionVo.AccountId = ;
if (txtRate.Text != string.Empty)
{
eqTransactionVo.Rate = float.Parse(txtRate.Text);
}
//eqTransactionVo.RateInclBrokerage = float.Parse(txtRateIncBrokerage.Text);
//temp = decimal.Round(Convert.ToDecimal(tempService), 3);
//eqTransactionVo.ServiceTax = (float)temp;
if (txtSTT.Text != string.Empty)
{
eqTransactionVo.STT = float.Parse(txtSTT.Text);
}
eqTransactionVo.TradeDate = Convert.ToDateTime(txtTransactionDate.Text.Trim());// DateTime.Parse(txtTradeDate.Text);//ddlDay.SelectedItem.Text.ToString() + "/" + ddlMonth.SelectedItem.Value.ToString() + "/" + ddlYear.SelectedItem.Value.ToString()
//eqTransactionVo.TradeTotal = float.Parse(txtTotal.Text);
if (ddlTradeAccountNos.SelectedValue != "-1")
{
eqTransactionVo.AccountId = int.Parse(ddlTradeAccountNos.SelectedValue);
}
//long.Parse(ddlTradeAcc.SelectedItem.Text.ToString());
if (customerTransactionBo.AddEquityTransaction(eqTransactionVo, eqTransactionVo.CustomerId))
{
CustomerPortfolioBo customerPortfolioBo = new CustomerPortfolioBo();
AdvisorVo advisorVo = new AdvisorVo();
advisorVo = (AdvisorVo)Session["advisorVo"];
customerPortfolioBo.UpdateAdviserDailyEODLogRevaluateForTransaction(advisorVo.advisorId, "EQ", eqTransactionVo.TradeDate);
}
//btnSubmit.Enabled = false;
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "EquityManualSingleTransaction.ascx:btnSubmit_Click()");
object[] objects = new object[3];
//objects[0] = portfolioId; ;
//objects[1] = eqTransactionVo;
//objects[2] = customerVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(false);
}
static void Main(string[] args)
{
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
customerTransactionBo.RunMFTRansactionsCancellationJob();
}
protected void BindTransactionDetails(int AccountId, int schemePlanCode, RadGrid gvChildDetails)
{
CustomerTransactionBo customerTransactionBo = new CustomerTransactionBo();
mfTransactionList = customerTransactionBo.GetCustomerTransactionsBook(advisorVo.advisorId, customerId, Convert.ToDateTime("01-01-1990"), DateTime.Now, 1, 0, AccountId, schemePlanCode);
if (mfTransactionList.Count != 0)
{
DataTable dtMFTransactions = new DataTable();
dtMFTransactions.Columns.Add("TransactionId");
dtMFTransactions.Columns.Add("Customer Name");
dtMFTransactions.Columns.Add("Folio Number");
dtMFTransactions.Columns.Add("Scheme Name");
dtMFTransactions.Columns.Add("Transaction Type");
dtMFTransactions.Columns.Add("Transaction Date", typeof(DateTime));
dtMFTransactions.Columns.Add("Price", typeof(double));
dtMFTransactions.Columns.Add("Units", typeof(double));
dtMFTransactions.Columns.Add("Amount", typeof(double));
dtMFTransactions.Columns.Add("STT", typeof(double));
dtMFTransactions.Columns.Add("Portfolio Name");
dtMFTransactions.Columns.Add("TransactionStatus");
dtMFTransactions.Columns.Add("Category");
dtMFTransactions.Columns.Add("AMC");
dtMFTransactions.Columns.Add("ADUL_ProcessId");
dtMFTransactions.Columns.Add("CMFT_SubBrokerCode");
dtMFTransactions.Columns.Add("PAISC_AssetInstrumentSubCategoryName");
dtMFTransactions.Columns.Add("CreatedOn");
dtMFTransactions.Columns.Add("CMFT_ExternalBrokerageAmount", typeof(double));
dtMFTransactions.Columns.Add("CMFT_Area");
dtMFTransactions.Columns.Add("CMFT_EUIN");
dtMFTransactions.Columns.Add("CurrentNAV");
dtMFTransactions.Columns.Add("DivReinvestment");
dtMFTransactions.Columns.Add("DivFrequency");
dtMFTransactions.Columns.Add("Channel");
dtMFTransactions.Columns.Add("OrderNo");
//dtMFTransactions.Columns.Add("TransactionNumber");
dtMFTransactions.Columns.Add("CO_OrderDate");
dtMFTransactions.Columns.Add("ELSSMaturityDate", typeof(DateTime));
DataRow drMFTransaction;
for (int i = 0; i < mfTransactionList.Count; i++)
{
drMFTransaction = dtMFTransactions.NewRow();
mfTransactionVo = new MFTransactionVo();
mfTransactionVo = mfTransactionList[i];
drMFTransaction[0] = mfTransactionVo.TransactionId.ToString();
drMFTransaction[1] = mfTransactionVo.CustomerName.ToString();
drMFTransaction[2] = mfTransactionVo.Folio.ToString();
drMFTransaction[3] = mfTransactionVo.SchemePlan.ToString();
drMFTransaction[4] = mfTransactionVo.TransactionType.ToString();
drMFTransaction[5] = mfTransactionVo.TransactionDate.ToShortDateString().ToString();
drMFTransaction[6] = decimal.Parse(mfTransactionVo.Price.ToString()).ToString("n4", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN"));
drMFTransaction[7] = mfTransactionVo.Units.ToString("f4");
//totalUnits = totalUnits + mfTransactionVo.Units;
drMFTransaction[8] = decimal.Parse(mfTransactionVo.Amount.ToString()).ToString("n2", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN"));
//totalAmount = totalAmount + mfTransactionVo.Amount;
drMFTransaction[9] = decimal.Parse(mfTransactionVo.STT.ToString()).ToString("n4", System.Globalization.CultureInfo.CreateSpecificCulture("hi-IN"));
drMFTransaction[10] = mfTransactionVo.PortfolioName.ToString();
drMFTransaction[11] = mfTransactionVo.TransactionStatus.ToString();
drMFTransaction[12] = mfTransactionVo.Category;
drMFTransaction[13] = mfTransactionVo.AMCName;
if (mfTransactionVo.ProcessId == 0)
{
drMFTransaction[14] = "N/A";
}
else
{
drMFTransaction[14] = int.Parse(mfTransactionVo.ProcessId.ToString());
}
drMFTransaction[15] = mfTransactionVo.SubBrokerCode;
drMFTransaction[16] = mfTransactionVo.SubCategoryName;
drMFTransaction[17] = mfTransactionVo.CreatedOn;
drMFTransaction[18] = decimal.Parse(mfTransactionVo.BrokerageAmount.ToString());
drMFTransaction["CMFT_Area"] = mfTransactionVo.Area.ToString();
drMFTransaction["CMFT_EUIN"] = mfTransactionVo.EUIN.ToString();
drMFTransaction["DivReinvestment"] = mfTransactionVo.DivReinvestmen.ToString();;
drMFTransaction["DivFrequency"] = mfTransactionVo.Divfrequency.ToString();;
drMFTransaction["Channel"] = mfTransactionVo.channel.ToString();
drMFTransaction["OrderNo"] = mfTransactionVo.orderNo;
drMFTransaction["CurrentNav"] = mfTransactionVo.latestNav;
//drMFTransaction["TransactionNumber"] = mfTransactionVo.TrxnNo.ToString();
if (!string.IsNullOrEmpty(mfTransactionVo.OrdDate.ToString()) && (mfTransactionVo.OrdDate) != DateTime.MinValue)
{
drMFTransaction["CO_OrderDate"] = mfTransactionVo.OrdDate;
}
else
{
drMFTransaction["CO_OrderDate"] = "";
}
if (!string.IsNullOrEmpty(mfTransactionVo.ELSSMaturityDate.ToString()) && (mfTransactionVo.ELSSMaturityDate) != DateTime.MinValue)
{
drMFTransaction["ELSSMaturityDate"] = mfTransactionVo.ELSSMaturityDate;
}
//else
//{
// drMFTransaction["ELSSMaturityDate"] = DateTime.MinValue;
//}
dtMFTransactions.Rows.Add(drMFTransaction);
}
if (gvChildDetails.Visible == false)
{
gvChildDetails.Visible = true;
//btnDetails.Text = "-";
}
else if (gvChildDetails.Visible == true)
{
gvChildDetails.Visible = false;
//buttonlink.Text = "+";
}
if (Cache["ViewTransaction" + userVo.UserId] == null)
{
Cache.Insert("ViewTransaction" + userVo.UserId, dtMFTransactions);
}
else
{
Cache.Remove("ViewTransaction" + userVo.UserId);
Cache.Insert("ViewTransaction" + userVo.UserId, dtMFTransactions);
}
gvChildDetails.CurrentPageIndex = 0;
gvChildDetails.DataSource = dtMFTransactions;
//Session["gvMFTransactions"] = dtMFTransactions;
gvChildDetails.DataBind();
}
}
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;
}
}
}
