public static void transferClientSwitchToIFA(List <clsSwitchDetails_Client> listClientSwitchDetails, string strUserID)
{
clsSwitch SwitchIFA = new clsSwitch(listClientSwitchDetails[0].propSwitchID);
string strClientID = SwitchIFA.propClientID;
string strPortfolioID = SwitchIFA.propPortfolioID;
List <clsSwitchDetails> listSwitchDetailsIFA = new clsPortfolio(strClientID, strPortfolioID, strUserID).propSwitch.propSwitchDetails;
foreach (clsSwitchDetails SwitchDetailsIFA in listSwitchDetailsIFA)
{
clsSwitchDetails.removeSwitchDetails(SwitchDetailsIFA.propSwitchDetailsID);
}
List <clsSwitchDetails> newListSwitchDetails = new List <clsSwitchDetails>();
foreach (clsSwitchDetails_Client SwitchDetails_Client in listClientSwitchDetails)
{
clsSwitchDetails newSwitchDetails = new clsSwitchDetails();
newSwitchDetails.propSwitchID = SwitchIFA.propSwitchID;
newSwitchDetails.propFund = new clsFund(SwitchDetails_Client.propFund.propFundID);
newSwitchDetails.propAllocation = SwitchDetails_Client.propAllocation;
newSwitchDetails.propIsDeletable = SwitchDetails_Client.propIsDeletable;
newListSwitchDetails.Add(newSwitchDetails);
}
clsSwitchDetails.insertSwitchDetails(newListSwitchDetails, strUserID, SwitchIFA.propSwitchID);
}
public clsPortfolio(string strClientID, string strPortfolioID, string strUserId)
{
getPortfolioHeader(strClientID, strPortfolioID);
this.listPortfolioDetails = getPortfolioDetails(strClientID, strPortfolioID);
this.Client = new clsClient(strClientID);
this.Switch = new clsSwitch(this, strUserId);
this.SwitchClient = new clsSwitch_Client(propSwitch.propSwitchID);
}
public static List <clsSwitch> getSwitchList(int[] intSwitches)
{
List <clsSwitch> oSwitchList = new List <clsSwitch>();
SqlConnection con = new clsSystem_DBConnection(clsSystem_DBConnection.strConnectionString.NavIntegrationDB).propConnection;
con.Open();
for (int i = 0; i < intSwitches.Length; i++)
{
SqlCommand cmd = new SqlCommand();
SqlDataReader dr;
cmd.Connection = con;
cmd.CommandType = System.Data.CommandType.StoredProcedure;
cmd.CommandText = "[SWITCH_HeaderGet]";
cmd.Parameters.Add("@param_intSwitchID", System.Data.SqlDbType.Int).Value = intSwitches[i];
dr = cmd.ExecuteReader();
while (dr.Read())
{
clsSwitch oSwitch = new clsSwitch();
oSwitch.propSwitchID = int.Parse(dr["SwitchID"].ToString());
oSwitch.propPortfolioID = dr["PortfolioID"].ToString();
oSwitch.propClientID = dr["ClientID"].ToString();
oSwitch.propStatus = short.Parse(dr["Status"].ToString());
oSwitch.propStatusString = clsSwitch.getSwitchStringStatus(oSwitch.propStatus);
oSwitch.propDate_Created = dr["Date_Created"] != System.DBNull.Value ? DateTime.Parse(dr["Date_Created"].ToString()) : DateTime.ParseExact("01/01/1800", "dd/MM/yyyy", null);
oSwitch.propCreated_By = dr["Created_By"].ToString();
oSwitch.propDescription = dr["Description"].ToString();
oSwitch.propSwitchClient = new clsClient(oSwitch.propClientID);
oSwitch.propPortfolio = new clsPortfolio(oSwitch.propClientID, oSwitch.propPortfolioID);
oSwitchList.Add(oSwitch);
}
dr.Close();
dr.Dispose();
cmd.Dispose();
}
con.Close();
con.Dispose();
return(oSwitchList);
}
public static List <clsSwitch> getSwitchList(int intIFA_ID, string strClientName, string strCompany, int intStatus, string strStartDate, string strEndDate)
{
List <clsSwitch> oSwitchList = new List <clsSwitch>();
SqlConnection con = new clsSystem_DBConnection(clsSystem_DBConnection.strConnectionString.NavIntegrationDB).propConnection;
SqlCommand cmd = new SqlCommand();
SqlDataReader dr;
con.Open();
cmd.Connection = con;
cmd.CommandType = System.Data.CommandType.StoredProcedure;
cmd.CommandText = "[SWITCH_HeaderGetAllByIFA]";
cmd.Parameters.Add("@param_IFA_ID", System.Data.SqlDbType.Int).Value = intIFA_ID;
cmd.Parameters.Add("@param_ClientName", System.Data.SqlDbType.NVarChar).Value = strClientName;
cmd.Parameters.Add("@param_Company", System.Data.SqlDbType.NVarChar).Value = strCompany;
cmd.Parameters.Add("@param_Status", System.Data.SqlDbType.Int).Value = intStatus;
cmd.Parameters.Add("@param_StartDate", System.Data.SqlDbType.NVarChar).Value = strStartDate;
cmd.Parameters.Add("@param_EndDate", System.Data.SqlDbType.NVarChar).Value = strEndDate;
dr = cmd.ExecuteReader();
while (dr.Read())
{
clsSwitch oSwitch = new clsSwitch();
oSwitch.propSwitchID = int.Parse(dr["SwitchID"].ToString());
oSwitch.propPortfolioID = dr["PortfolioID"].ToString();
oSwitch.propClientID = dr["ClientID"].ToString();
oSwitch.propStatus = short.Parse(dr["Status"].ToString());
oSwitch.propStatusString = clsSwitch.getSwitchStringStatus(oSwitch.propStatus);
oSwitch.propDate_Created = dr["Date_Created"] != System.DBNull.Value ? DateTime.Parse(dr["Date_Created"].ToString()) : DateTime.ParseExact("01/01/1800", "dd/MM/yyyy", null);
oSwitch.propCreated_By = dr["Created_By"].ToString();
oSwitch.propDescription = dr["Description"].ToString();
oSwitch.propSwitchClient = new clsClient(oSwitch.propClientID);
oSwitch.propPortfolio = new clsPortfolio(oSwitch.propClientID, oSwitch.propPortfolioID);
oSwitchList.Add(oSwitch);
}
con.Close();
cmd.Dispose();
con.Dispose();
return(oSwitchList);
}
private void populateSwitchDetails(clsSwitch oSwitch)
{
List<clsSwitchDetails> oSwitchDetails = oSwitch.propSwitchDetails;
this.gvSwitchDetails.DataSource = oSwitchDetails;
this.gvSwitchDetails.DataBind();
this.lblSwitchStatusValue.Text = oSwitch.propStatusString;
int intStatus = oSwitch.propStatus;
if (intStatus != (int)clsSwitch.enumSwitchStatus.Locked)
{
btnResetSecurityCode.Visible = false;
}
Label gvSwitchDetailsFooterLabelTotalValue = (Label)this.gvSwitchDetails.FooterRow.Cells[3].FindControl("gvSwitchDetailsFooterLabelTotalValue");
gvSwitchDetailsFooterLabelTotalValue.Text = oSwitchDetails[0].propTotalValue.ToString("n0");
Label gvSwitchDetailsFooterLabelTotalTargetAllocation = (Label)this.gvSwitchDetails.FooterRow.Cells[4].FindControl("gvSwitchDetailsFooterLabelTotalTargetAllocation");
gvSwitchDetailsFooterLabelTotalTargetAllocation.Text = oSwitchDetails[oSwitchDetails.Count - 1].propTotalAllocation.ToString("n2");
}
public static string generateApprovedSwitch(clsSwitch Switch, int IFAID)
{
string resultingRow = string.Empty;
foreach (clsSwitchDetails SwitchDetails in Switch.propSwitchDetails)
{
clsFund Fund = new clsFund(SwitchDetails.propFundID);
string myRow = ROWDETAILS.Replace("{^row$}", clsOutput.CELLDETAILS);
myRow = myRow.Replace("{^FundCompany$}", new clsCompany(Fund.propFundManager).propCompany);
myRow = myRow.Replace("{^FundName$}", Fund.propFundName);
myRow = myRow.Replace("{^InsurComp$}", Fund.propCompanyID.ToString());
myRow = myRow.Replace("{^SEDOL$}", Fund.propSEDOL);
myRow = myRow.Replace("{^%Portfolio$}", SwitchDetails.propAllocation + "%");
resultingRow += myRow;
}
clsClient client = new clsClient(Switch.propClientID);
string html = clsOutput.PortfolioOutput_GetHTML();
clsIFA IFA = new clsIFA(IFAID);
html = html.Replace("{^IFAName$}", IFA.propIFA_Name ?? string.Empty);
html = html.Replace("{^ClientName$}", (client.propForename ?? String.Empty) + " " + (client.propSurname ?? string.Empty));
html = html.Replace("{^Company$}", Switch.propPortfolio.propCompany);
html = html.Replace("{^PType$}", Switch.propPortfolio.propPortfolioType);
html = html.Replace("{^DateTransmit$}", "???"); // DateTime.Now.ToString("MM-dd-yyyy")); //-->Temporary
html = html.Replace("{^Curr$}", Switch.propPortfolio.propPortfolioCurrency);
html = html.Replace("{^AccNum$}", Switch.propPortfolio.propAccountNumber);
html = html.Replace("{^DateApprv$}", DateTime.Now.ToString("MM-dd-yyyy") ?? String.Empty);// Portfolio.propSwitch.propDate_Created.ToString("MM-dd-yyyy") ?? string.Empty);
if (Switch.propPortfolio.propConfirmationRequired)
{
html = html.Replace("{^Sign$}", clsOutput.SIGNATURE)
.Replace("{^SignatureClientName$}", client.propForename + " " + client.propSurname);
}
else
{
html = html.Replace("{^Sign$}", string.Empty);
}
html = html.Replace("{^SwitchDetails$}", resultingRow);
return(html);
}
private void populateSwitchDetails(clsSwitch oSwitch)
{
List <clsSwitchDetails> oSwitchDetails = oSwitch.propSwitchDetails;
this.gvSwitchDetails.DataSource = oSwitchDetails;
this.gvSwitchDetails.DataBind();
this.lblSwitchStatusValue.Text = oSwitch.propStatusString;
int intStatus = oSwitch.propStatus;
if (intStatus != (int)clsSwitch.enumSwitchStatus.Locked)
{
btnResetSecurityCode.Visible = false;
}
Label gvSwitchDetailsFooterLabelTotalValue = (Label)this.gvSwitchDetails.FooterRow.Cells[3].FindControl("gvSwitchDetailsFooterLabelTotalValue");
gvSwitchDetailsFooterLabelTotalValue.Text = oSwitchDetails[0].propTotalValue.ToString("n0");
Label gvSwitchDetailsFooterLabelTotalTargetAllocation = (Label)this.gvSwitchDetails.FooterRow.Cells[4].FindControl("gvSwitchDetailsFooterLabelTotalTargetAllocation");
gvSwitchDetailsFooterLabelTotalTargetAllocation.Text = oSwitchDetails[oSwitchDetails.Count - 1].propTotalAllocation.ToString("n2");
}
public static void transferClientSwitchToIFA(List<clsSwitchDetails_Client> listClientSwitchDetails, string strUserID)
{
clsSwitch SwitchIFA = new clsSwitch(listClientSwitchDetails[0].propSwitchID);
string strClientID = SwitchIFA.propClientID;
string strPortfolioID = SwitchIFA.propPortfolioID;
List<clsSwitchDetails> listSwitchDetailsIFA = new clsPortfolio(strClientID, strPortfolioID, strUserID).propSwitch.propSwitchDetails;
foreach (clsSwitchDetails SwitchDetailsIFA in listSwitchDetailsIFA)
{
clsSwitchDetails.removeSwitchDetails(SwitchDetailsIFA.propSwitchDetailsID);
}
List<clsSwitchDetails> newListSwitchDetails = new List<clsSwitchDetails>();
foreach (clsSwitchDetails_Client SwitchDetails_Client in listClientSwitchDetails)
{
clsSwitchDetails newSwitchDetails = new clsSwitchDetails();
newSwitchDetails.propSwitchID = SwitchIFA.propSwitchID;
newSwitchDetails.propFund = new clsFund(SwitchDetails_Client.propFund.propFundID);
newSwitchDetails.propAllocation = SwitchDetails_Client.propAllocation;
newSwitchDetails.propIsDeletable = SwitchDetails_Client.propIsDeletable;
newListSwitchDetails.Add(newSwitchDetails);
}
clsSwitchDetails.insertSwitchDetails(newListSwitchDetails, strUserID, SwitchIFA.propSwitchID);
}
public static List<clsSwitch> getSwitchList(int[] intSwitches)
{
List<clsSwitch> oSwitchList = new List<clsSwitch>();
SqlConnection con = new clsSystem_DBConnection(clsSystem_DBConnection.strConnectionString.NavIntegrationDB).propConnection;
con.Open();
for (int i = 0; i < intSwitches.Length; i++)
{
SqlCommand cmd = new SqlCommand();
SqlDataReader dr;
cmd.Connection = con;
cmd.CommandType = System.Data.CommandType.StoredProcedure;
cmd.CommandText = "[SWITCH_HeaderGet]";
cmd.Parameters.Add("@param_intSwitchID", System.Data.SqlDbType.Int).Value = intSwitches[i];
dr = cmd.ExecuteReader();
while (dr.Read())
{
clsSwitch oSwitch = new clsSwitch();
oSwitch.propSwitchID = int.Parse(dr["SwitchID"].ToString());
oSwitch.propPortfolioID = dr["PortfolioID"].ToString();
oSwitch.propClientID = dr["ClientID"].ToString();
oSwitch.propStatus = short.Parse(dr["Status"].ToString());
oSwitch.propStatusString = clsSwitch.getSwitchStringStatus(oSwitch.propStatus);
oSwitch.propDate_Created = dr["Date_Created"] != System.DBNull.Value ? DateTime.Parse(dr["Date_Created"].ToString()) : DateTime.ParseExact("01/01/1800", "dd/MM/yyyy", null);
oSwitch.propCreated_By = dr["Created_By"].ToString();
oSwitch.propDescription = dr["Description"].ToString();
oSwitch.propSwitchClient = new clsClient(oSwitch.propClientID);
oSwitch.propPortfolio = new clsPortfolio(oSwitch.propClientID, oSwitch.propPortfolioID);
oSwitchList.Add(oSwitch);
}
dr.Close();
dr.Dispose();
cmd.Dispose();
}
con.Close();
con.Dispose();
return oSwitchList;
}
public static List<clsSwitch> getSwitchList(int intIFA_ID, string strClientName, string strCompany, int intStatus, string strStartDate, string strEndDate)
{
List<clsSwitch> oSwitchList = new List<clsSwitch>();
SqlConnection con = new clsSystem_DBConnection(clsSystem_DBConnection.strConnectionString.NavIntegrationDB).propConnection;
SqlCommand cmd = new SqlCommand();
SqlDataReader dr;
con.Open();
cmd.Connection = con;
cmd.CommandType = System.Data.CommandType.StoredProcedure;
cmd.CommandText = "[SWITCH_HeaderGetAllByIFA]";
cmd.Parameters.Add("@param_IFA_ID", System.Data.SqlDbType.Int).Value = intIFA_ID;
cmd.Parameters.Add("@param_ClientName", System.Data.SqlDbType.NVarChar).Value = strClientName;
cmd.Parameters.Add("@param_Company", System.Data.SqlDbType.NVarChar).Value = strCompany;
cmd.Parameters.Add("@param_Status", System.Data.SqlDbType.Int).Value = intStatus;
cmd.Parameters.Add("@param_StartDate", System.Data.SqlDbType.NVarChar).Value = strStartDate;
cmd.Parameters.Add("@param_EndDate", System.Data.SqlDbType.NVarChar).Value = strEndDate;
dr = cmd.ExecuteReader();
while (dr.Read())
{
clsSwitch oSwitch = new clsSwitch();
oSwitch.propSwitchID = int.Parse(dr["SwitchID"].ToString());
oSwitch.propPortfolioID = dr["PortfolioID"].ToString();
oSwitch.propClientID = dr["ClientID"].ToString();
oSwitch.propStatus = short.Parse(dr["Status"].ToString());
oSwitch.propStatusString = clsSwitch.getSwitchStringStatus(oSwitch.propStatus);
oSwitch.propDate_Created = dr["Date_Created"] != System.DBNull.Value ? DateTime.Parse(dr["Date_Created"].ToString()) : DateTime.ParseExact("01/01/1800", "dd/MM/yyyy", null);
oSwitch.propCreated_By = dr["Created_By"].ToString();
oSwitch.propDescription = dr["Description"].ToString();
oSwitch.propSwitchClient = new clsClient(oSwitch.propClientID);
oSwitch.propPortfolio = new clsPortfolio(oSwitch.propClientID, oSwitch.propPortfolioID);
oSwitchList.Add(oSwitch);
}
con.Close();
cmd.Dispose();
con.Dispose();
return oSwitchList;
}
public static List <clsSwitchDetails_Client> getSwitchDetails(int intSwitchID)
{
SqlConnection con1 = new clsSystem_DBConnection(clsSystem_DBConnection.strConnectionString.NavIntegrationDB).propConnection;
List <clsSwitchDetails_Client> listSwitchDetails = new List <clsSwitchDetails_Client>();
clsSwitch IFASwitch = new clsSwitch(intSwitchID);
clsPortfolio Portfolio = new clsPortfolio(IFASwitch.propClientID.ToString(), IFASwitch.propPortfolioID);
//throw new Exception(Portfolio.propPortfolioDetails.Count.ToString());
//throw new Exception(intSwitchID.ToString() + " - " + IFASwitch.propPortfolioID);
SqlCommand cmd = new SqlCommand();
SqlDataReader dr1;
con1.Open();
cmd.Connection = con1;
cmd.CommandType = System.Data.CommandType.StoredProcedure;
cmd.CommandText = "[SWITCHclient_DetailsGet]";
cmd.Parameters.Add("@param_intSwitchID", System.Data.SqlDbType.Int).Value = intSwitchID;
dr1 = cmd.ExecuteReader();
if (!dr1.HasRows)
{
SqlConnection con2 = new clsSystem_DBConnection(clsSystem_DBConnection.strConnectionString.NavIntegrationDB).propConnection;
SqlCommand cmd2 = new SqlCommand();
cmd2.Connection = con2;
cmd2.CommandType = System.Data.CommandType.StoredProcedure;
cmd2.CommandText = "[SWITCH_DetailsGet]";
cmd2.Parameters.Add("@param_intSwitchID", System.Data.SqlDbType.Int).Value = intSwitchID;
con2.Open();
dr1 = cmd2.ExecuteReader();
}
float fTotalAllocation = 0;
while (dr1.Read())
{
clsSwitchDetails_Client newClsSwitchDetails = new clsSwitchDetails_Client();
newClsSwitchDetails.propAllocation = float.Parse(Math.Round(double.Parse(dr1["Allocation"].ToString()), 2).ToString());
newClsSwitchDetails.propCreated_By = dr1["Created_By"].ToString();
newClsSwitchDetails.propDate_Created = DateTime.Parse(dr1["Date_Created"].ToString());
newClsSwitchDetails.propDate_LastUpdate = DateTime.Parse(dr1["Date_LastUpdate"].ToString());
newClsSwitchDetails.propFund = new clsFund(int.Parse(dr1["FundID"].ToString()));
newClsSwitchDetails.propFundID = int.Parse(dr1["FundID"].ToString());
newClsSwitchDetails.propSwitchDetailsID = int.Parse(dr1["SwitchDetailsID"].ToString());
newClsSwitchDetails.propSwitchID = int.Parse(dr1["SwitchID"].ToString());
newClsSwitchDetails.propUpdated_By = dr1["Updated_By"].ToString();
newClsSwitchDetails.propIsDeletable = dr1["isDeletable"].ToString().Equals("1") ? true : false;
//if (Portfolio.propPortfolioDetails[0].propClientCurrency != newClsSwitchDetails.propFund.propCurrency)
//{
newClsSwitchDetails.propUnits = clsSwitchDetails.computeUnits(newClsSwitchDetails.propAllocation,
float.Parse(Math.Round(double.Parse(Portfolio.propPortfolioDetails[0].propTotalCurrentValueClient.ToString()), 0).ToString()),
clsCurrency.convertToClientCurrency(IFASwitch.propClientID, newClsSwitchDetails.propFund.propPrice, newClsSwitchDetails.propFund.propCurrency));
//}
//else
//{
// newClsSwitchDetails.propUnits = clsSwitchDetails.computeUnits(newClsSwitchDetails.propAllocation,
// float.Parse(Math.Round(double.Parse(Portfolio.propPortfolioDetails[0].propTotalCurrentValueClient.ToString()), 0).ToString()),
// newClsSwitchDetails.propFund.propPrice);
//}
newClsSwitchDetails.propCurrencyMultiplier = clsCurrency.getCurrencyMultiplier(IFASwitch.propClientID, newClsSwitchDetails.propFund.propCurrency);
//newClsSwitchDetails.propValue = clsSwitchDetails.computeValue(newClsSwitchDetails.propAllocation, Portfolio.propPortfolioDetails[0].propTotalCurrentValueClient);
newClsSwitchDetails.propTotalValue = float.Parse(Math.Round(double.Parse(Portfolio.propPortfolioDetails[0].propTotalCurrentValueClient.ToString()), 0).ToString());
newClsSwitchDetails.propValue = clsSwitchDetails.computeValue(newClsSwitchDetails.propAllocation, newClsSwitchDetails.propTotalValue);
fTotalAllocation = fTotalAllocation + newClsSwitchDetails.propAllocation;
newClsSwitchDetails.propTotalAllocation = fTotalAllocation;
listSwitchDetails.Add(newClsSwitchDetails);
}
con1.Close();
cmd.Dispose();
con1.Dispose();
return(listSwitchDetails);
}
public static void updateSwitchHeader(int intSwitchID, clsSwitch.enumSwitchStatus SwitchStatus)
{
SqlConnection con = new clsSystem_DBConnection(clsSystem_DBConnection.strConnectionString.NavIntegrationDB).propConnection;
SqlCommand cmd = new SqlCommand();
con.Open();
cmd.Connection = con;
cmd.CommandType = System.Data.CommandType.StoredProcedure;
cmd.CommandText = "[SWITCHSCheme_HeaderUpdate]";
cmd.Parameters.Add("@param_intSwitchID", System.Data.SqlDbType.Int).Value = intSwitchID;
cmd.Parameters.Add("@param_Status", System.Data.SqlDbType.SmallInt).Value = SwitchStatus;
cmd.ExecuteNonQuery();
}
public static int insertSwitchHeader(clsScheme Scheme, string strUserID, clsSwitch.enumSwitchStatus SwitchStatus, Nullable<int> intSwitchID, string strDescription)
{
SqlConnection con = new clsSwitchScheme().con;
SqlCommand cmd = new SqlCommand();
con.Open();
cmd.Connection = con;
cmd.CommandType = System.Data.CommandType.StoredProcedure;
cmd.CommandText = "[SWITCHScheme_HeaderInsert]";
cmd.Parameters.Add("@param_strSchemeID", System.Data.SqlDbType.NVarChar).Value = Scheme.propSchemeID;
cmd.Parameters.Add("@param_strClientID", System.Data.SqlDbType.NVarChar).Value = Scheme.propClient.propClientID;
cmd.Parameters.Add("@param_intStatus", System.Data.SqlDbType.SmallInt).Value = SwitchStatus;
cmd.Parameters.Add("@param_strCreated_By", System.Data.SqlDbType.NVarChar).Value = strUserID;
cmd.Parameters.Add("@param_intSwitchID", System.Data.SqlDbType.Int).Value = intSwitchID;
cmd.Parameters.Add("@param_strDescription", System.Data.SqlDbType.NVarChar).Value = strDescription;
return int.Parse(cmd.ExecuteScalar().ToString());
}
public static string generateApprovedSwitch(clsSwitch Switch, int IFAID)
{
string resultingRow = string.Empty;
foreach (clsSwitchDetails SwitchDetails in Switch.propSwitchDetails)
{
clsFund Fund = new clsFund(SwitchDetails.propFundID);
string myRow = ROWDETAILS.Replace("{^row$}", clsOutput.CELLDETAILS);
myRow = myRow.Replace("{^FundCompany$}", new clsCompany(Fund.propFundManager).propCompany);
myRow = myRow.Replace("{^FundName$}", Fund.propFundName);
myRow = myRow.Replace("{^InsurComp$}", Fund.propCompanyID.ToString());
myRow = myRow.Replace("{^SEDOL$}", Fund.propSEDOL);
myRow = myRow.Replace("{^%Portfolio$}", SwitchDetails.propAllocation + "%");
resultingRow += myRow;
}
clsClient client = new clsClient(Switch.propClientID);
string html = clsOutput.PortfolioOutput_GetHTML();
clsIFA IFA = new clsIFA(IFAID);
html = html.Replace("{^IFAName$}", IFA.propIFA_Name ?? string.Empty);
html = html.Replace("{^ClientName$}",(client.propForename ?? String.Empty) + " " + (client.propSurname ?? string.Empty) );
html = html.Replace("{^Company$}", Switch.propPortfolio.propCompany);
html = html.Replace("{^PType$}", Switch.propPortfolio.propPortfolioType);
html = html.Replace("{^DateTransmit$}", "???"); // DateTime.Now.ToString("MM-dd-yyyy")); //-->Temporary
html = html.Replace("{^Curr$}", Switch.propPortfolio.propPortfolioCurrency);
html = html.Replace("{^AccNum$}", Switch.propPortfolio.propAccountNumber);
html = html.Replace("{^DateApprv$}", DateTime.Now.ToString("MM-dd-yyyy") ?? String.Empty);// Portfolio.propSwitch.propDate_Created.ToString("MM-dd-yyyy") ?? string.Empty);
if (Switch.propPortfolio.propConfirmationRequired)
{
html = html.Replace("{^Sign$}", clsOutput.SIGNATURE)
.Replace("{^SignatureClientName$}", client.propForename + " " + client.propSurname );
}
else
{
html = html.Replace("{^Sign$}", string.Empty);
}
html = html.Replace("{^SwitchDetails$}", resultingRow);
return html;
}
public clsPortfolio(string strClientID , string strPortfolioID, string strUserId) {
getPortfolioHeader(strClientID, strPortfolioID);
this.listPortfolioDetails = getPortfolioDetails(strClientID, strPortfolioID);
this.Switch = new clsSwitch(this, strUserId);
this.SwitchClient = new clsSwitch_Client(propSwitch.propSwitchID);
}
