Exemple #1
0
        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();
            userVo = (UserVo)Session["userVo"];
            rmVo   = (RMVo)Session["rmVo"];


            showRM();
        }
        protected void ddlMenu_SelectedIndexChanged(object sender, EventArgs e)
        {
            string menu;

            try
            {
                DropDownList MyDropDownList = (DropDownList)sender;
                GridViewRow  gvr            = (GridViewRow)MyDropDownList.NamingContainer;
                int          selectedRow    = gvr.RowIndex;
                userId            = int.Parse(gvRMList.DataKeys[selectedRow].Value.ToString());
                Session["userId"] = userId;
                rmVo = advisorStaffBo.GetAdvisorStaff(userId);
                Session["CurrentrmVo"] = rmVo;
                menu = MyDropDownList.SelectedItem.Value.ToString();
                if (menu == "Edit Profile")
                {
                    Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('EditRMDetails','none');", true);
                }
                if (menu == "View profile")
                {
                    Session["FromAdvisorView"] = "FromAdvView";

                    Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewRMDetails','none');", true);
                }
                if (menu == "RM Dashboard")
                {
                    Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrolonly('RMDashBoard','none');", true);
                }
                if (menu == "User Profile")
                {
                    Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('GenerateLoginPassword','?GenLoginPassword_UserId=" + userId + "');", true);
                }
            }
            catch (BaseApplicationException Ex)
            {
                throw Ex;
            }
            catch (Exception Ex)
            {
                BaseApplicationException exBase       = new BaseApplicationException(Ex.Message, Ex);
                NameValueCollection      FunctionInfo = new NameValueCollection();

                FunctionInfo.Add("Method", "ViewRM.ascx:ddlMenu_SelectedIndexChanged()");


                object[] objects = new object[3];
                objects[0] = advisorStaffBo;
                objects[1] = rmVo;
                objects[2] = userId;


                FunctionInfo = exBase.AddObject(FunctionInfo, objects);
                exBase.AdditionalInformation = FunctionInfo;
                ExceptionManager.Publish(exBase);
                throw exBase;
            }
        }
Exemple #3
0
        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();
            advisorVo = (AdvisorVo)Session["advisorVo"];
            userVo    = (UserVo)Session["UserVo"];
            rmVo      = (RMVo)Session["RMVo"];
            string userType = string.Empty;

            if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "admin" || Session[SessionContents.CurrentUserRole].ToString().ToLower() == "ops")
            {
                userType = "admin";
            }
            else
            if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "associates")
            {
                userType = "associates";
            }
            //int rmId=0;
            associatesVo       = (AssociatesVO)Session["associatesVo"];
            HdnAdviserId.Value = advisorVo.advisorId.ToString();
            string action = string.Empty;

            if (!Page.IsPostBack)
            {
                if (Request.QueryString["RmId"] != null)
                {
                    hidRMid.Value = Request.QueryString["RmId"];
                    action        = Request.QueryString["action"].ToString();
                }
                BindTeamDropList();
                BinddepartDropList(advisorVo.advisorId);
                BindBranchDropList(userType);
                BindStaffBranchDrop(userType);
                if (!string.IsNullOrEmpty(hidRMid.Value.ToString()) && !string.IsNullOrEmpty(action))
                {
                    ShowRMDetails(Convert.ToInt32(hidRMid.Value));
                    PnlDepartRole.Visible = true;
                    if (action == "View")
                    {
                        ControlViewEditMode(true);
                    }
                    else if (action == "Edit")
                    {
                        ControlViewEditMode(false);
                    }
                }
                else
                {
                    ControlInitialState();
                }
            }

            if (userVo.UserType != "Advisor")
            {
                lnkEditStaff.Visible = false;
            }
        }
        protected void Page_Load(object sender, EventArgs e)
        {
            advisorVo = (AdvisorVo)Session["advisorVo"];
            rmVo      = (RMVo)Session[SessionContents.RmVo];
            userVo    = (UserVo)Session["userVo"];

            if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "admin" || Session[SessionContents.CurrentUserRole].ToString().ToLower() == "ops")
            {
                userType = "advisor";
            }
            else if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "rm")
            {
                userType = "rm";
            }
            else if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "bm")
            {
                userType = "bm";
            }
            else
            {
                userType = Session[SessionContents.CurrentUserRole].ToString().ToLower();
            }

            advisorId = advisorVo.advisorId;
            int RMId = rmVo.RMId;

            customerId = customerVo.CustomerId;
            rmId       = rmVo.RMId;
            bmID       = rmVo.RMId;

            ErrorMessage.Visible = false;
            gvGoalMIS.Visible    = false;
            //tdGoalExport.Visible = false;
            if (!IsPostBack)
            {
                BindGoal();

                ddlCustomerType.Visible         = false;
                lblSelectTypeOfCustomer.Visible = false;
                trCustomerSearch.Visible        = false;
                if (userType == "advisor" || userType == "research")
                {
                    BindBranchDropDown();
                    BindRMDropDown();
                }
                else if (userType == "rm")
                {
                    trBranchRM.Visible = false;
                }
                if (userType == "bm")
                {
                    BindBranchForBMDropDown();
                    BindRMforBranchDropdown(0, bmID);
                }
            }
        }
Exemple #5
0
        protected void Page_Load(object sender, EventArgs e)
        {
            try
            {
                SessionBo.CheckSession();
                userVo              = (UserVo)Session[SessionContents.UserVo];
                customerVo          = (CustomerVo)Session[SessionContents.CustomerVo];
                rmVo                = (RMVo)Session[SessionContents.RmVo];
                userId              = userVo.UserId;
                customerId          = customerVo.CustomerId;
                customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerId);
                portfolioId         = customerPortfolioVo.PortfolioId;
                Session[SessionContents.PortfolioId] = portfolioId;
                //lblMessage.Visible = false;
                //trlblerrormsg.Visible = false;
                lblMaturityMsg.Visible      = false;
                lblLifeInsurance.Visible    = false;
                lblGeneralInsurance.Visible = false;
                BindCustomerAssetMaturityDates();
                BindAssetInvestments();
                BindAssetCurrentValChart();
                BindCustInsuranceDetails();
                BindCustomerAlerts();
            }

            catch (BaseApplicationException Ex)
            {
                throw Ex;
            }

            catch (Exception Ex)
            {
                BaseApplicationException exBase       = new BaseApplicationException(Ex.Message, Ex);
                NameValueCollection      FunctionInfo = new NameValueCollection();

                FunctionInfo.Add("Method", "AdvisorRMCustIndiDashboard.ascx:Page_Load()");


                object[] objects = new object[10];

                objects[0]   = customerVo;
                objects[1]   = userVo;
                objects[2]   = customerMemberVo;
                objects[3]   = rmVo;
                objects[4]   = customerFamilyVo;
                objects[5]   = customerFamilyList;
                objects[6]   = customerPortfolioVo;
                objects[7]   = userId;
                objects[8]   = customerId;
                objects[9]   = portfolioId;
                FunctionInfo = exBase.AddObject(FunctionInfo, objects);
                exBase.AdditionalInformation = FunctionInfo;
                ExceptionManager.Publish(exBase);
                throw exBase;
            }
        }
 protected void Page_Load(object sender, EventArgs e)
 {
     advisorVo = (AdvisorVo)Session["advisorVo"];
     userVo    = (UserVo)Session["userVo"];
     rmVo      = (RMVo)Session["rmVo"];
     if (!IsPostBack)
     {
         BindAssociateUserMangemnetGrid(advisorVo.advisorId);
     }
 }
Exemple #7
0
 protected void Page_Load(object sender, EventArgs e)
 {
     {
         SessionBo.CheckSession();
         advisorPrefernceVo = (AdvisorPreferenceVo)Session["AdvisorPreferenceVo"];
         rmVo         = (RMVo)Session["rmVo"];
         adviserVo    = (AdvisorVo)Session["advisorVo"];
         associatesVo = (AssociatesVO)Session["associatesVo"];
     }
 }
        protected void Page_Load(object sender, EventArgs e)
        {
            RMVo rmVo = new RMVo();

            rmVo = (RMVo)Session[SessionContents.RmVo];
            rmId = rmVo.RMId;
            BindCustomerProspectGrid(rmId);

            //SqlDataSource1.SelectParameters["AR_RMId"].DefaultValue = rmVo.RMId.ToString();
        }
        public void setAdvisorStaff()
        {
            AdvisorStaffBo advisorStaffBo   = new AdvisorStaffBo();
            List <RMVo>    advisorStaffList = null;
            RMVo           rmVo             = null;

            try
            {
                advisorStaffList = advisorStaffBo.GetRMList(advisorVo.advisorId);
                DataTable dtAdvisorStaff = new DataTable();
                dtAdvisorStaff.Columns.Add("Sl.No.");
                dtAdvisorStaff.Columns.Add("RMName");
                dtAdvisorStaff.Columns.Add("Email");
                DataRow drAdvisorStaff;
                for (int i = 0; i < advisorStaffList.Count; i++)
                {
                    drAdvisorStaff = dtAdvisorStaff.NewRow();
                    rmVo           = new RMVo();

                    rmVo = advisorStaffList[i];
                    drAdvisorStaff[0] = (i + 1).ToString();
                    drAdvisorStaff[1] = rmVo.FirstName.ToString() + rmVo.MiddleName.ToString() + rmVo.LastName.ToString();
                    drAdvisorStaff[2] = rmVo.Email.ToString();
                    dtAdvisorStaff.Rows.Add(drAdvisorStaff);
                }
                dtAdvisorStaff.Columns[1].ColumnMapping = MappingType.Hidden;
                gvAdvisorRm.DataSource = dtAdvisorStaff;
                gvAdvisorRm.DataBind();
            }

            catch (BaseApplicationException Ex)
            {
                throw Ex;
            }
            catch (Exception Ex)
            {
                BaseApplicationException exBase       = new BaseApplicationException(Ex.Message, Ex);
                NameValueCollection      FunctionInfo = new NameValueCollection();

                FunctionInfo.Add("Method", "AdvisorDashBoard.ascx:setAdvisorStaff()");


                object[] objects = new object[4];
                objects[0] = advisorStaffBo;
                objects[1] = advisorStaffList;
                objects[2] = advisorVo;
                objects[3] = rmVo;


                FunctionInfo = exBase.AddObject(FunctionInfo, objects);
                exBase.AdditionalInformation = FunctionInfo;
                ExceptionManager.Publish(exBase);
                throw exBase;
            }
        }
        public void editRMDetails()
        {
            RMVo rmVo = new RMVo();

            if (Session["CurrentrmVo"] != null)
            {
                rmVo = (RMVo)Session["CurrentrmVo"];
            }
            else
            {
                rmVo = (RMVo)Session["rmVo"];
            }
            txtFirstName.Text           = rmVo.FirstName.ToString();
            txtLastName.Text            = rmVo.LastName.ToString();
            txtMiddleName.Text          = rmVo.MiddleName.ToString();
            txtEmail.Text               = rmVo.Email.ToString();
            txtExtSTD.Text              = rmVo.OfficePhoneExtStd.ToString();
            txtFaxISD.Text              = rmVo.FaxIsd.ToString();
            txtFaxNumber.Text           = rmVo.Fax.ToString();
            txtFaxSTD.Text              = rmVo.FaxStd.ToString();
            txtMobileNumber.Text        = rmVo.Mobile.ToString();
            txtPhDirectISD.Text         = rmVo.OfficePhoneDirectIsd.ToString();
            txtPhDirectPhoneNumber.Text = rmVo.OfficePhoneDirectNumber.ToString();
            txtPhDirectSTD.Text         = rmVo.OfficePhoneDirectStd.ToString();
            txtPhExtISD.Text            = rmVo.OfficePhoneExtIsd.ToString();
            txtPhExtPhoneNumber.Text    = rmVo.OfficePhoneExtNumber.ToString();
            txtPhResiISD.Text           = rmVo.ResPhoneIsd.ToString();
            txtPhResiPhoneNumber.Text   = rmVo.ResPhoneNumber.ToString();
            txtResiSTD.Text             = rmVo.ResPhoneStd.ToString();
            txtCTC.Text = rmVo.CTC.ToString();
            string[] RoleListArray = rmVo.RMRoleList.Split(new char[] { ',' });
            foreach (string Role in RoleListArray)
            {
                if (Role == "RM" || Role == "BM")
                {
                    ChklistRMBM.Items.FindByText(Role).Selected = true;
                }
            }



            if (rmVo.IsExternal == 1)
            {
                chkExternalStaff.Checked = true;
            }
            else
            {
                chkExternalStaff.Checked = false;
            }

            BindBranchAssociation();
            Session["rmId"]   = rmVo.RMId;
            rmIDRef           = rmVo.RMId;
            Session["userId"] = rmVo.UserId;
        }
        protected void Page_Load(object sender, EventArgs e)
        {
            int customerId;
            int portfolioid;

            rmvo = (RMVo)Session["rmvo"];
            BindDepositoryType();
            customerportfoliovo = (CustomerPortfolioVo)Session["customerPortfolioVo"];
            if (Request.QueryString["CustomerId"] != null)
            {
                lblisactive.Visible  = false;
                chk_isactive.Visible = false;
                customerId           = int.Parse(Request.QueryString["CustomerId"].ToString());

                dsModeOfHolding       = new DataSet();
                dtCustomerAccociation = new DataTable();
                dsCustomerAssociation = new DataSet();
                dsModeOfHolding       = bodemataccount.GetXmlModeOfHolding();
                dsCustomerAssociation = bodemataccount.GetCustomerAccociation(customerId);
                //Mode of Holding Combobox populating
                ddlModeOfHolding.DataSource     = dsModeOfHolding;
                ddlModeOfHolding.DataTextField  = "XMOH_ModeOfHolding";
                ddlModeOfHolding.DataValueField = "XMOH_ModeOfHoldingCode";
                ddlModeOfHolding.DataBind();
                ddlModeOfHolding.SelectedIndex = 8;
                chk_isactive.Enabled           = false;
                lbtnBack2Button.Visible        = false;
                Session["DematDetailsView"]    = "Add";
                lblTitle.Text = "Add Demat Account";
            }

            else if (Session["DematDetailsView"].ToString() == "View" && Session["DematAccountId"] != null)
            {
                lblTitle.Text = "View Demat Account";
                # region View Section
                ddlDepositoryName.Enabled = false;
                rbtnYes.Enabled           = false;
                rbtnNo.Enabled            = false;
                txtDpClientId.Enabled     = false;
                txtDPId.Enabled           = false;
                txtDpName.Enabled         = false;
                ddlModeOfHolding.Enabled  = false;
                ddlDepositoryName.Enabled = false;

                txtAccountOpeningDate.Enabled = false;
                btnSubmit.Visible             = false;
                lbtnBackButton.Visible        = true;
                chk_isactive.Enabled          = false;
                gvAssociate.Visible           = true;
                trAssociatePanel.Visible      = true;
                gvAssociate.Enabled           = false;
                ViewEditMode();

                # endregion
            }
        protected void Page_Load(object sender, EventArgs e)
        {
            try
            {
                SessionBo.CheckSession();
                this.Page.Culture = "en-GB";
                path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
                rmVo = (RMVo)Session["rmVo"];

                txtDateofProfiling.Text = DateTime.Today.ToShortDateString();
                if (Session["Current_Link"].ToString() == "RMLeftPane")
                {
                    customerVo          = (CustomerVo)Session["CustomerVo"];
                    txtRmName.Text      = rmVo.FirstName.ToString() + " " + rmVo.MiddleName.ToString() + " " + rmVo.LastName.ToString();
                    txtEmail.Text       = customerVo.Email.ToString();
                    txtPanNumber.Text   = customerVo.PANNum.ToString();
                    txtCompanyName.Text = customerVo.FirstName.ToString();
                }
                else if (Session["Current_Link"].ToString() == "RMCustomerNonIndividualLeftPane")
                {
                    customerVo                 = (CustomerVo)Session["CustomerVo"];
                    txtRmName.Text             = rmVo.FirstName.ToString() + " " + rmVo.MiddleName.ToString() + " " + rmVo.LastName.ToString();
                    txtEmail.Text              = "";
                    txtCompanyName.Text        = "";
                    txtDateofProfiling.Enabled = true;
                    txtDateofProfiling.Text    = DateTime.Today.ToShortDateString();
                }


                if (!IsPostBack)
                {
                    BindDropDowns(path);
                }
            }
            catch (BaseApplicationException Ex)
            {
                throw Ex;
            }

            catch (Exception Ex)
            {
                BaseApplicationException exBase       = new BaseApplicationException(Ex.Message, Ex);
                NameValueCollection      FunctionInfo = new NameValueCollection();
                FunctionInfo.Add("Method", "CustomerNonIndividualAdd.ascx:Page_Load()");
                object[] objects = new object[3];
                objects[0]   = rmVo;
                objects[1]   = customerVo;
                objects[2]   = path;
                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[SessionContents.UserVo];
            rmVo   = (RMVo)Session[SessionContents.RmVo];

            if (!IsPostBack)
            {
                this.BindLoanProposal(mypager.CurrentPage);
            }
        }
Exemple #14
0
 protected void Page_Load(object sender, EventArgs e)
 {
     SessionBo.CheckSession();
     userVo    = (UserVo)Session[SessionContents.UserVo];
     advisorVo = (AdvisorVo)Session["advisorVo"];
     rmVo      = (RMVo)Session["rmVo"];
     if (!IsPostBack)
     {
         BindCategoryddl();
     }
 }
        private void DeleteRM()
        {
            int userId = 0;;

            bool result = false;

            try
            {
                if (Session["CurrentrmVo"] != null)
                {
                    rmVo = (RMVo)Session["CurrentrmVo"];
                }
                else
                {
                    rmVo = (RMVo)Session["rmVo"];
                }
                userId = int.Parse(Session["userId"].ToString());

                if (int.Parse(hndRmCustomerCount.Value.ToString()) > 0 || int.Parse(hndBMBranchHead.Value.ToString()) > 0)
                {
                    ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "Pageloadscript", "alert('Sorry... You need to delete your internal associations first');", true);
                    Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loadcontrol('ViewRMDetails','none');", true);
                }
                else
                {
                    result = advisorStaffBo.DeleteRM(rmVo.RMId, userId);
                }
                if (result)
                {
                    Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewRM','none');", true);
                }
            }
            catch (BaseApplicationException Ex)
            {
                throw Ex;
            }
            catch (Exception Ex)
            {
                BaseApplicationException exBase       = new BaseApplicationException(Ex.Message, Ex);
                NameValueCollection      FunctionInfo = new NameValueCollection();

                FunctionInfo.Add("Method", "EditRMDetails.ascx.cs:btnDelete_Click()");

                object[] objects = new object[2];
                objects[0]   = rmVo;
                objects[1]   = userId;
                objects[2]   = result;
                FunctionInfo = exBase.AddObject(FunctionInfo, objects);
                exBase.AdditionalInformation = FunctionInfo;
                ExceptionManager.Publish(exBase);
                throw exBase;
            }
        }
Exemple #16
0
 protected void Page_Init(object sender, EventArgs e)
 {
     advisorVo = (AdvisorVo)Session["advisorVo"];
     if (Session["rmVo"] != null)
     {
         rmVo = (RMVo)Session["rmVo"];
     }
     if (PreviousPage != null)
     {
         GetReportParameters();
     }
 }
Exemple #17
0
 protected void Page_Load(object sender, EventArgs e)
 {
     SessionBo.CheckSession();
     path       = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
     customerVo = (CustomerVo)Session["customerVo"];
     userVo     = (UserVo)Session["userVo"];
     rmVo       = (RMVo)Session["RMVo"];
     if (!IsPostBack)
     {
         BindGridView();
     }
 }
        private void sortGridViewRM(string sortExpression, string direction)
        {
            AdvisorStaffBo advisorStaffBo   = new AdvisorStaffBo();
            List <RMVo>    advisorStaffList = null;
            RMVo           rmVo             = null;
            DataTable      dtAdvisorStaff   = new DataTable();
            DataRow        drAdvisorStaff;

            try
            {
                advisorStaffList = advisorStaffBo.GetRMList(advisorVo.advisorId);

                dtAdvisorStaff.Columns.Add("Sl.No.");
                dtAdvisorStaff.Columns.Add("UserId");
                dtAdvisorStaff.Columns.Add("RM Name");
                dtAdvisorStaff.Columns.Add("Email");

                for (int i = 0; i < advisorStaffList.Count; i++)
                {
                    drAdvisorStaff = dtAdvisorStaff.NewRow();
                    rmVo           = new RMVo();

                    rmVo = advisorStaffList[i];
                    drAdvisorStaff[0] = (i + 1).ToString();
                    drAdvisorStaff[1] = rmVo.UserId.ToString();
                    drAdvisorStaff[2] = rmVo.FirstName.ToString() + rmVo.MiddleName.ToString() + rmVo.LastName.ToString();
                    drAdvisorStaff[3] = rmVo.Email.ToString();
                    dtAdvisorStaff.Rows.Add(drAdvisorStaff);
                }
                DataView dv = new DataView(dtAdvisorStaff);
                dv.Sort = sortExpression + direction;
                //dv.Sort = (string)ViewState["sortExpression"];
                gvRMList.DataSource = dv;
                gvRMList.DataBind();
            }
            catch (BaseApplicationException Ex)
            {
                throw Ex;
            }
            catch (Exception Ex)
            {
                BaseApplicationException exBase       = new BaseApplicationException(Ex.Message, Ex);
                NameValueCollection      FunctionInfo = new NameValueCollection();
                FunctionInfo.Add("Method", "ViewRM.ascx.cs:sortGridViewRM()");
                object[] objects = new object[2];
                objects[1]   = rmVo;
                objects[2]   = advisorStaffList;
                FunctionInfo = exBase.AddObject(FunctionInfo, objects);
                exBase.AdditionalInformation = FunctionInfo;
                ExceptionManager.Publish(exBase);
                throw exBase;
            }
        }
        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();
            if (!string.IsNullOrEmpty(Session["advisorVo"].ToString()))
            {
                advisorVo = (AdvisorVo)Session["advisorVo"];
            }
            if (!string.IsNullOrEmpty(Session[SessionContents.RmVo].ToString()))
            {
                rmVo = (RMVo)Session[SessionContents.RmVo];
            }
            if (Request.Form["ctrl_PortfolioReports$btnView"] != "View Report")
            {
                path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());

                BindPeriodDropDown();
                //txtCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();
                //txtParentCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();

                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";
                }

                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();
                        txtFromDate.Text = Convert.ToDateTime(ds.Tables[0].Rows[0]["WTD_Date"]).ToShortDateString();
                        txtToDate.Text   = Convert.ToDateTime(ds.Tables[0].Rows[0]["WTD_Date"]).ToShortDateString();
                    }
                }

                if (IsPostBack && !string.IsNullOrEmpty(Request.Form["ctrl_PortfolioReports$hidTabIndex"]))
                {
                    activeTabIndex = Convert.ToInt32(Request.Form["ctrl_PortfolioReports$hidTabIndex"]);
                }
            }
        }
Exemple #20
0
        /// <summary>
        /// This Button use to Add Transaction Detail
        /// </summary>
        /// <param name="sender"></param>
        /// <param name="e"></param>
        protected void btnSubmitTransaction_Click(object sender, EventArgs e)
        {
            int       customerId  = 0;
            DataTable dtBankAccId = new DataTable();

            dtBankAccId = (DataTable)Session["BankAccId"];
            //  string strBankAccountID = ViewState["BankId"].ToString();
            RMVo rmVo = new RMVo();
            int  userId;

            rmVo              = (RMVo)Session["RmVo"];
            userId            = rmVo.UserId;
            customerId        = customerVo.CustomerId;
            customeraccountVo = new CustomerAccountsVo();
            customeraccountVo.ExternalTransactionId = txtExternalTransactionId.Text.ToString();
            DateTime date = Convert.ToDateTime(dpTransactionDate.SelectedDate);

            customeraccountVo.Transactiondate = date;
            customeraccountVo.CCST_Desc       = txtDescripton.Text.ToString();
            customeraccountVo.ChequeNo        = txtChequeNo.Text.ToString();
            customeraccountVo.CFCCategoryCode = ddlCFCCategory.SelectedItem.Value.ToString();
            if (txtAmount.Text.ToString() != "")
            {
                customeraccountVo.Amount = double.Parse(txtAmount.Text.ToString());
            }
            else
            {
                customeraccountVo.Amount = 0;
            }
            //int i;
            //dtBankAccId = (DataTable)Session["BankAccId"];
            //if (dtBankAccId.Rows.Count > 0)
            //{
            //    for (i = 0; i < dtBankAccId.Rows.Count; i++)
            //    {
            //        custBankAccId = Convert.ToInt32(dtBankAccId.Rows[i]["CB_CustBankAccId"].ToString());
            //    }
            //}

            customeraccountVo.AccountId = int.Parse(ddlAccountDetails.SelectedValue);
            bankId = customeraccountVo.AccountId;
            if (rbtnN.Checked)
            {
                customeraccountVo.IsWithdrwal = 0;
            }
            if (rbtnY.Checked)
            {
                customeraccountVo.IsWithdrwal = 1;
            }
            customerAccountBo.CreatecustomerBankTransaction(customeraccountVo, userId);
            Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "pageloadscript", "loadcontrol('AddBankDetails','?name=" + "viewTransaction" + "');", true);
        }
        public bool BSEMandateCreate(string ClientCode, string ClientName, double amount, string bankName, string bankBranch, int userId, out string message, out int mandateId)
        {
            bool bResult = false;
            AdviserStaffSMTPVo adviserStaffSMTPvo = new AdviserStaffSMTPVo();
            RMVo advrm = new RMVo();

            string[]       bsePasswordResponse;
            AdvisorStaffBo adviserstaffbo = new AdvisorStaffBo();

            advrm = adviserstaffbo.GetAdvisorStaff(userId);
            //UCC.MFUploadServiceClient c = new BoAdvisorProfiling.UCC.MFUploadServiceClient();
            BSESrcAdditional.StarMFWebServiceClient c = new BoAdvisorProfiling.BSESrcAdditional.StarMFWebServiceClient();
            mandateId = 0;
            try
            {
                adviserStaffSMTPvo = GetSMTPCredentials(advrm.RMId);
                AdviserStaffSMTPDao adviserStaffSMTdao = new AdviserStaffSMTPDao();

                string   password     = c.getPassword(adviserStaffSMTPvo.ApiUserName, adviserStaffSMTPvo.ApiMemberId, adviserStaffSMTPvo.Apipassword, "E234586789D12");
                string[] bsePassArray = password.Split('|');
                if (bsePassArray[0].ToString() == "100")
                {
                    string REPSONSE = c.MFAPI("06", adviserStaffSMTPvo.ApiUserName, bsePassArray[1], ClientCode + "|" + ClientName + "|" + amount + "|" + bankName + "|" + bankName + "|" + 'X');
                    bsePasswordResponse = REPSONSE.Split('|');

                    if (bsePasswordResponse[0].ToString() == "100")
                    {
                        bResult   = true;
                        message   = bsePasswordResponse[1].ToString() + " " + "Mandate ID :" + bsePasswordResponse[2].ToString();
                        mandateId = Convert.ToInt32(bsePasswordResponse[2].ToString());
                    }
                    else
                    {
                        message = bsePasswordResponse[1].ToString();
                    }
                }

                else
                {
                    message = bsePassArray[1].ToString();
                }
            }
            catch (BaseApplicationException Ex)
            {
                throw Ex;
            }
            finally
            {
                c.Close();
            }
            return(bResult);
        }
Exemple #22
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        bool GridViewCultureFlag = true; //For gridview currency culture export to excel

        protected void Page_Load(object sender, EventArgs e)
        {
            try
            {
                SessionBo.CheckSession();
                this.Page.Culture = "en-GB";

                path      = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
                advisorVo = (AdvisorVo)Session[SessionContents.AdvisorVo];
                rmVo      = (RMVo)Session[SessionContents.RmVo];
                txtParentCustomer_autoCompleteExtender.ContextKey = rmVo.RMId.ToString();

                if (!IsPostBack)
                {
                    hdnSchemeSearch.Value       = string.Empty;
                    hdnTranType.Value           = string.Empty;
                    hdnCustomerNameSearch.Value = string.Empty;
                    // hdnFolioNumber.Value = string.Empty;
                    rbtnPickDate.Checked      = true;
                    rbtnPickPeriod.Checked    = false;
                    trRange.Visible           = true;
                    trPeriod.Visible          = false;
                    tdGroupHead.Visible       = false;
                    lblGroupHead.Visible      = false;
                    txtParentCustomer.Visible = false;
                    rfvGroupHead.Visible      = false;
                    BindLastTradeDate();
                    BindGrid(mypager.CurrentPage, DateTime.Parse(txtFromDate.Text), DateTime.Parse(txtToDate.Text));

                    trMessage.Visible = false;
                }
            }
            catch (BaseApplicationException Ex)
            {
                throw Ex;
            }
            catch (Exception Ex)
            {
                BaseApplicationException exBase       = new BaseApplicationException(Ex.Message, Ex);
                NameValueCollection      FunctionInfo = new NameValueCollection();

                FunctionInfo.Add("Method", "RMMultipleTransactionView.ascx:PageLoad()");

                object[] objects = new object[2];
                objects[0]   = advisorVo;
                objects[1]   = path;
                FunctionInfo = exBase.AddObject(FunctionInfo, objects);
                exBase.AdditionalInformation = FunctionInfo;
                ExceptionManager.Publish(exBase);
                throw exBase;
            }
        }
Exemple #23
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 protected void Page_Load(object sender, EventArgs e)
 {
     SessionBo.CheckSession();
     advisorVo = (AdvisorVo)Session["advisorVo"];
     userVo    = (UserVo)Session["UserVo"];
     rmVo      = (RMVo)Session["RMVo"];
     if (!IsPostBack)
     {
         BindAMC();
         BindScheme();
         //BindRTA();
     }
 }
Exemple #24
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        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();
            userVo    = (UserVo)Session[SessionContents.UserVo];
            advisorVo = (AdvisorVo)Session["advisorVo"];
            rmVo      = (RMVo)Session["rmVo"];

            //ibtExportSummary.Visible = false;
            if (!Page.IsPostBack)
            {
                BindSchemeStructureRuleGrid(advisorVo.advisorId);
            }
        }
        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();
            path      = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
            advisorVo = (AdvisorVo)Session["advisorVo"];
            rmVo      = (RMVo)Session["rmVo"];
            userVo    = (UserVo)Session["UserVo"];

            if (!Page.IsPostBack)
            {
                ClearCustomerBasicProfileDeatils();
            }
        }
Exemple #26
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        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();
            userVo             = (UserVo)Session["userVo"];
            advisorPrefernceVo = (AdvisorPreferenceVo)Session["AdvisorPreferenceVo"];
            //CreationSuccessMessage.Visible = false;
            rmVo         = (RMVo)Session["rmVo"];
            adviserVo    = (AdvisorVo)Session["advisorVo"];
            associatesVo = (AssociatesVO)Session["associatesVo"];

            string userType     = userVo.UserType.ToLower();
            string currUserRole = Session[SessionContents.CurrentUserRole].ToString().ToLower();

            if (userType == "SuperAdmin")
            {
                this.UserRole = "advisor";
                adviserId     = 1000;
            }
            else
            {
                switch (currUserRole)
                {
                case "admin":
                case "ops":
                case "research":
                    this.UserRole = "advisor";
                    break;

                case "associates":
                    this.UserRole = currUserRole;
                    break;
                }
                rmId         = rmVo.RMId;
                branchHeadId = rmVo.RMId;
                adviserId    = adviserVo.advisorId;
            }
            if (currUserRole == "associates")
            {
                assocUsrHeirVo = (AssociatesUserHeirarchyVo)Session[SessionContents.AssociatesLogin_AssociatesHierarchy];
                agentCode      = assocUsrHeirVo.AgentCode;
            }
            if (!IsPostBack)
            {
                BindCustomerGrid();
                gvAssocCustList.Visible = true;
                if (userType == "SuperAdmin")
                {
                    gvAssocCustList.Visible = false;
                }
            }
        }
Exemple #27
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        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();
            advisorVo         = (AdvisorVo)Session["advisorVo"];
            lblRefine.Visible = false;
            lblMessage.Text   = "";
            Stagingtableid    = (ArrayList)Session["Stagingtableid"];
            DistinctProcessId = (ArrayList)Session["distincProcessIds"];
            configPath        = Server.MapPath(ConfigurationManager.AppSettings["SSISConfigPath"].ToString());

            //folionumbers = (String[])Request.Params["id"];
            //MFTransactionStagingId = Convert.ToInt32(Request.Params["id"]);

            if (!IsPostBack)
            {
                rdbtnMapFolio.Checked = true;
            }

            if (rdbtnMapFolio.Checked)
            {
                divMapToCustomer.Visible     = true;
                divCreateNewCustomer.Visible = false;
            }
            else if (rdbtnCreateNewCust.Checked)
            {
                divCreateNewCustomer.Visible = true;
                divMapToCustomer.Visible     = false;

                path = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
                rmVo = (RMVo)Session["rmVo"];

                if (!IsPostBack)
                {
                    lblPanDuplicate.Visible     = false;
                    rbtnIndividual.Checked      = true;
                    trIndividualName.Visible    = false;
                    trNonIndividualName.Visible = false;
                    BindListBranch(rmVo.RMId, "rm");
                    BindSubTypeDropDown();
                }
            }

            if (advisorVo == null || advisorVo.advisorId < 1)
            {
                lblMessage.Visible  = true;
                lblMessage.CssClass = "Error";
                lblMessage.Text     = "your session has expired.Please close this window and login again.";
                btnSearch.Enabled   = false;
                gvCustomers.Visible = false;
            }
        }
 protected void btnUpdate_Click(object sender, EventArgs e)
 {
     if (ValidateStaffReportingManager())
     {
         rmStaffVo      = CollectAdviserStaffData();
         rmUserVo       = CollectAdviserStaffUserData();
         rmStaffVo.RMId = Convert.ToInt32(hidRMid.Value);
         //userBo.UpdateUser(rmUserVo);
         advisorStaffBo.UpdateAdviserStaffProfile(rmStaffVo);
         ControlViewEditMode(true);
         divMsgSuccess.InnerText = "Staff updated Sucessfully";
         trSuccessMsg.Visible    = true;
     }
 }
        protected void Page_Load(object sender, EventArgs e)
        {
            SessionBo.CheckSession();
            path        = Server.MapPath(ConfigurationManager.AppSettings["xmllookuppath"].ToString());
            orderNumber = operationBo.GetOrderNumber();
            orderNumber = orderNumber + 1;
            if (!string.IsNullOrEmpty(Session["advisorVo"].ToString()))
            {
                advisorVo = (AdvisorVo)Session["advisorVo"];
            }
            if (Request.QueryString["action"] != null)
            {
                ViewForm    = Request.QueryString["action"].ToString();
                operationVo = (OperationVo)Session["operationVo"];
            }
            if (Session["operationVo"] != null)
            {
                operationVo = (OperationVo)Session["operationVo"];
            }
            rmVo = (RMVo)Session[SessionContents.RmVo];

            int bmID = rmVo.RMId;

            if (!IsPostBack)
            {
                rbtnNo.Checked = true;
                bindModeOfHolding();
                if (Request.QueryString["CustomerId"] != null)
                {
                    customerId = Convert.ToInt32(Request.QueryString["CustomerId"]);
                    SetCustomerDetails();
                }

                if (Session[SessionContents.CurrentUserRole].ToString() == "Admin")
                {
                    txtCustomerName_autoCompleteExtender.ContextKey    = advisorVo.advisorId.ToString();
                    txtCustomerName_autoCompleteExtender.ServiceMethod = "GetAdviserCustomerName";
                }
                if (ddlForm.SelectedValue == "0")
                {
                    HideDematDetails();
                }
                rbtnNo_Load();
            }

            //BindAssetParticularForBonds();
            LoadBondIssuerName();
            BindFrequencyDropdown();
            BindPaymentMode();
        }
Exemple #30
0
        protected void Page_Load(object sender, EventArgs e)
        {
            advisorVo = (AdvisorVo)Session["advisorVo"];
            rmVo      = (RMVo)Session[SessionContents.RmVo];

            if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "admin" || Session[SessionContents.CurrentUserRole].ToString().ToLower() == "ops")
            {
                userType = "advisor";
            }
            else if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "rm")
            {
                userType = "rm";
            }
            else if (Session[SessionContents.CurrentUserRole].ToString().ToLower() == "bm")
            {
                userType = "bm";
            }
            else
            {
                userType = Session[SessionContents.CurrentUserRole].ToString().ToLower();
            }
            // gvSystematicMIS.Visible = true;
            //ErrorMessage.Visible = false;
            if (!IsPostBack)
            {
                rquiredFieldValidatorIndivudialCustomer.Visible = false;
                btnExportFilteredData.Visible = false;
                gvExceptionReport.Visible     = false;
                BindExceptionList();
                BindExceptionType();
                ddlSelectCutomer.Visible        = false;
                lblSelectTypeOfCustomer.Visible = false;
                lblselectCustomer.Visible       = false;
                txtIndividualCustomer.Visible   = false;
                if (userType == "advisor")
                {
                    BindBranchDropDown();
                    BindRMDropDown();
                }
                else if (userType == "rm")
                {
                    trBranchRM.Visible = false;
                }
                if (userType == "bm")
                {
                    BindBranchForBMDropDown();
                    BindRMforBranchDropdown(0, bmID);
                }
            }
        }