private void Save()
{
CustomerVo customerVo = new CustomerVo();
UserVo userVo = new UserVo();
CustomerBo customerBo = new CustomerBo();
CustomerPortfolioVo customerPortfolioVo = new CustomerPortfolioVo();
List <int> customerIds = new List <int>();
if (Page.IsValid)
{
if (fpuserVo.C_CustomerId == null || fpuserVo.C_CustomerId == 0)
{
customerVo.RmId = 4682;
customerVo.BranchId = 1339;
customerVo.Type = "IND";
customerVo.FirstName = fpuserVo.UserName;
userVo.FirstName = fpuserVo.UserName;
customerVo.Email = fpuserVo.EMail;
customerVo.IsProspect = 1;
customerVo.IsFPClient = 1;
customerVo.IsActive = 1;
customerVo.IsRealInvestor = true;
customerVo.PANNum = fpuserVo.Pan;
customerVo.Mobile1 = fpuserVo.MobileNo;
customerVo.ProspectAddDate = DateTime.Now;
customerVo.Dob = fpuserVo.DOB;
userVo.Email = fpuserVo.EMail;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolioProspect";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, fpuserVo.UserId);
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
if (UpdateCustomerIdInFPUserTable(fpuserVo.UserId, customerIds[1]))
{
divTncSuccess.Visible = true;
}
}
else
{
if (UpdateCustomerIdInFPUserTable(fpuserVo.UserId, fpuserVo.C_CustomerId))
{
divTncSuccess.Visible = true;
}
}
divtnc1.Visible = false;
divtnc2.Visible = false;
divTncSuccess.Visible = true;
}
}
/// <summary>
/// Used to create Parent Customer
/// </summary>
/// <param name="userVo"></param>
/// <param name="rmVo"></param>
/// <param name="createdById"></param>
/// <returns></returns>
protected int CreateCustomerForAddProspect(UserVo userVo, RMVo rmVo, int createdById)
{
customerVo = new CustomerVo();
List <int> customerIds = new List <int>();
customerVo.RmId = rmVo.RMId;
customerVo.Type = "IND";
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
customerVo.BranchId = int.Parse(ddlPickBranch.SelectedValue);
if (dpDOB.SelectedDate != null)
{
customerVo.Dob = dpDOB.SelectedDate.Value;
}
customerVo.Email = txtEmail.Text;
customerVo.IsProspect = 1;
customerVo.IsFPClient = 1;
Session[SessionContents.FPS_CustomerProspect_CustomerVo] = customerVo;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolioUnmanaged";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, createdById);
Session["Customer"] = "Customer";
Session[SessionContents.CustomerVo] = customerVo;
Session["customerVo"] = customerVo;
Session["CustomerVo"] = customerVo;
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
return(customerIds[1]);
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
if (Validation())
{
userVo = new UserVo();
if (rbtnIndividual.Checked)
{
customerVo.RmId = 100;
customerVo.Type = "IND";
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
}
if (rbtnNonIndividual.Checked)
{
customerVo.RmId = 100;
customerVo.Type = "NIND";
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.LastName = txtCompanyName.Text.ToString();
userVo.LastName = txtCompanyName.Text.ToString();
}
userVo.LoginId = txtEmail.Text.ToString();
userVo.Email = txtEmail.Text.ToString();
userVo.Password = r.Next(20000, 100000).ToString();
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.Dob = DateTime.MinValue;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
if (ddlState.SelectedIndex != 0)
{
customerVo.Adr1State = ddlState.SelectedItem.Value.ToString();
}
else
{
customerVo.Adr1State = null;
}
customerVo.Adr2State = null;
customerVo.Adr1City = txtCity.Text.ToString();
customerVo.Adr1Country = ddlCountry.SelectedItem.Value.ToString();
customerVo.Adr1Line1 = txtAddressLine1.Text.ToString();
customerVo.Adr1Line2 = txtAddressLine2.Text.ToString();
customerVo.Adr1Line3 = txtAddressLine3.Text.ToString();
if (txtPinCode.Text != "")
{
customerVo.Adr1PinCode = int.Parse(txtPinCode.Text.ToString());
}
else
{
customerVo.Adr1PinCode = 0;
}
customerVo.PANNum = txtPanNumber.Text.ToString();
customerVo.ResISDCode = (txtResPhoneNoIsd.Text.ToString().Trim() != "") ? Int32.Parse(txtResPhoneNoIsd.Text.ToString().Trim()) : 0;
customerVo.ResSTDCode = (txtResPhoneNoStd.Text.ToString().Trim() != "") ? Int32.Parse(txtResPhoneNoStd.Text.ToString().Trim()) : 0;
customerVo.ResPhoneNum = (txtResPhoneNo.Text.ToString().Trim() != "") ? Int32.Parse(txtResPhoneNo.Text.ToString().Trim()) : 0;
customerVo.OfcISDCode = (txtOfcPhoneNoIsd.Text.ToString().Trim() != "") ? Int32.Parse(txtOfcPhoneNoIsd.Text.ToString().Trim()) : 0;
customerVo.OfcSTDCode = (txtOfcPhoneNoStd.Text.ToString().Trim() != "") ? Int32.Parse(txtOfcPhoneNoStd.Text.ToString().Trim()) : 0;
customerVo.OfcPhoneNum = (txtOfcPhoneNo.Text.ToString().Trim() != "") ? Int32.Parse(txtOfcPhoneNo.Text.ToString().Trim()) : 0;
customerVo.ISDFax = (txtResFaxIsd.Text.ToString().Trim() != "") ? Int32.Parse(txtResFaxIsd.Text.ToString().Trim()) : 0;
customerVo.STDFax = (txtResFaxStd.Text.ToString().Trim() != "") ? Int32.Parse(txtResFaxStd.Text.ToString().Trim()) : 0;
customerVo.Fax = (txtResFax.Text.ToString().Trim() != "") ? Int32.Parse(txtResFax.Text.ToString().Trim()) : 0;
customerVo.OfcISDFax = (txtOfcFaxIsd.Text.ToString().Trim() != "") ? Int32.Parse(txtOfcFaxIsd.Text.ToString().Trim()) : 0;
customerVo.OfcSTDFax = (txtOfcFaxStd.Text.ToString().Trim() != "") ? Int32.Parse(txtOfcFaxStd.Text.ToString().Trim()) : 0;
customerVo.OfcFax = (txtOfcFax.Text.ToString().Trim() != "") ? Int32.Parse(txtOfcFax.Text.ToString().Trim()) : 0;
customerVo.Mobile1 = (txtMobile1.Text.ToString().Trim() != "") ? long.Parse(txtMobile1.Text.ToString().Trim()) : 0;
customerVo.Mobile2 = (txtMobile2.Text.ToString().Trim() != "") ? long.Parse(txtMobile2.Text.ToString().Trim()) : 0;
customerVo.ProfilingDate = DateTime.MinValue;
customerVo.Email = txtEmail.Text.ToString();
customerVo.AltEmail = txtAltEmail.Text.ToString();
//userVo.UserId = customerBo.GenerateId();
customerVo.UserId = userVo.UserId;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, customerVo.RmId);
UserVo newUser = userBo.GetUserDetails(customerIds[0]);
Session["userVo"] = newUser;
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "pageloadscript", "loadcontrol('UserLoginMessage','none');", true);
}
else
{
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "DirectInvestorRegistration.ascx:btnSubmit_Click()");
object[] objects = new object[4];
objects[0] = customerIds;
objects[1] = customerVo;
objects[2] = userVo;
objects[3] = customerPortfolioVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
//Fifth Phase: Move WerpMF customer details to customer table
public bool WerpMFInsertCustomerDetails(int adviserId, int processId, int rmId, out int countCustCreated, out int countFolioCreated)
{
bool IsProcessComplete = false;
List <WerpMFUploadsVo> werpMFNewCustomerList = new List <WerpMFUploadsVo>();
Nullable <DateTime> dt = new DateTime();
WerpMFUploadsVo werpMFUploadsVo = new WerpMFUploadsVo();
string resIsdCode = "", resStdCode = "", resPhoneNum = "", offIsdCode = "", offStdCode = "", offPhoneNum = "";
string resFaxIsdCode = "", resFaxStdCode = "", resFaxNum = "", offFaxIsdCode = "", offFaxStdCode = "", offFaxNum = "";
int lenPhoneNum;
int lenFaxNum;
countCustCreated = 0;
countFolioCreated = 0;
DataSet getNewFoliosDs = new DataSet();
DataTable getNewFoliosDt = new DataTable();
userId = advisorstaffBo.GetUserId(rmId);
try
{
werpMFNewCustomerList = GetWerpMFProfNewCustomers(processId);
for (int i = 0; i < werpMFNewCustomerList.Count; i++)
{
customerVo = new CustomerVo();
userVo = new UserVo();
werpMFUploadsVo = new WerpMFUploadsVo();
werpMFUploadsVo = werpMFNewCustomerList[i];
userVo.FirstName = werpMFUploadsVo.FirstName;
userVo.MiddleName = werpMFUploadsVo.MiddleName;
userVo.LastName = werpMFUploadsVo.LastName;
userVo.Password = id.Next(10000, 99999).ToString();
userVo.Email = werpMFUploadsVo.Email;
userVo.LoginId = werpMFUploadsVo.Email;
userVo.UserType = "Customer";
//userId = userBo.CreateUser(userVo);
customerVo.UserId = userId;
customerVo.RmId = rmId;
customerVo.FirstName = werpMFUploadsVo.FirstName;
customerVo.MiddleName = werpMFUploadsVo.MiddleName;
customerVo.LastName = werpMFUploadsVo.LastName;
customerVo.Gender = werpMFUploadsVo.Gender;
if (werpMFUploadsVo.DOB == "")
{
customerVo.Dob = DateTime.Parse(dt.ToString());
}
else
{
customerVo.Dob = DateTime.Parse(werpMFUploadsVo.DOB);
}
if (werpMFUploadsVo.Type != "")
{
customerVo.Type = werpMFUploadsVo.Type;
}
if (werpMFUploadsVo.SubType != "")
{
customerVo.SubType = werpMFUploadsVo.SubType;
}
customerVo.Salutation = werpMFUploadsVo.Salutation;
customerVo.PANNum = werpMFUploadsVo.PanNumber;
customerVo.Adr1Line1 = werpMFUploadsVo.Address1;
customerVo.Adr1Line2 = werpMFUploadsVo.Address2;
customerVo.Adr1Line3 = werpMFUploadsVo.Address3;
if (werpMFUploadsVo.Pincode == "")
{
customerVo.Adr1PinCode = 0;
}
else
{
customerVo.Adr1PinCode = Int32.Parse(werpMFUploadsVo.Pincode);
}
customerVo.Adr1City = werpMFUploadsVo.City;
customerVo.Adr1State = werpMFUploadsVo.State;
customerVo.Adr1Country = werpMFUploadsVo.Country;
customerVo.Adr2Line1 = werpMFUploadsVo.Address2Line1;
customerVo.Adr2Line2 = werpMFUploadsVo.Address2Line2;
customerVo.Adr2Line3 = werpMFUploadsVo.Address2Line3;
if (werpMFUploadsVo.Address2Pincode == "")
{
customerVo.Adr2PinCode = 0;
}
else
{
customerVo.Adr2PinCode = Int32.Parse(werpMFUploadsVo.Address2Pincode);
}
customerVo.Adr2City = werpMFUploadsVo.Address2City;
customerVo.Adr2Country = werpMFUploadsVo.Address2Country;
customerVo.Adr2State = werpMFUploadsVo.Address2State;
customerVo.Email = werpMFUploadsVo.Email;
customerVo.AltEmail = werpMFUploadsVo.AltEmail;
if (werpMFUploadsVo.Mobile1 == "")
{
customerVo.Mobile1 = 0;
}
else
{
customerVo.Mobile1 = Int32.Parse(werpMFUploadsVo.Mobile1);
}
if (werpMFUploadsVo.Mobile2 == "")
{
customerVo.Mobile2 = 0;
}
else
{
customerVo.Mobile2 = Int32.Parse(werpMFUploadsVo.Mobile2);
}
if (werpMFUploadsVo.Occupation != "")
{
customerVo.Occupation = werpMFUploadsVo.Occupation;
}
if (werpMFUploadsVo.Qualification != "")
{
customerVo.Qualification = werpMFUploadsVo.Qualification;
}
//customerVo.MarriageDate
if (werpMFUploadsVo.MaritalStatus != "")
{
customerVo.MaritalStatus = werpMFUploadsVo.MaritalStatus;
}
if (werpMFUploadsVo.Nationality != "")
{
customerVo.Nationality = werpMFUploadsVo.Nationality;
}
customerVo.RBIRefNum = werpMFUploadsVo.RBIRefNum;
if (werpMFUploadsVo.RBIApprovalDate == "")
{
customerVo.RBIApprovalDate = DateTime.Parse(dt.ToString());
}
else
{
customerVo.RBIApprovalDate = DateTime.Parse(werpMFUploadsVo.RBIApprovalDate.ToString());
}
customerVo.CompanyName = werpMFUploadsVo.CompanyName;
customerVo.OfcAdrLine1 = werpMFUploadsVo.OfcAddress1;
customerVo.OfcAdrLine2 = werpMFUploadsVo.OfcAddress2;
customerVo.OfcAdrLine3 = werpMFUploadsVo.OfcAddress3;
if (werpMFUploadsVo.OfcAddressPincode == "")
{
customerVo.OfcAdrPinCode = 0;
}
else
{
customerVo.OfcAdrPinCode = Int32.Parse(werpMFUploadsVo.OfcAddressPincode);
}
customerVo.OfcAdrState = werpMFUploadsVo.State;
customerVo.OfcAdrCity = werpMFUploadsVo.OfcAddressCity;
customerVo.OfcAdrCountry = werpMFUploadsVo.OfcAddressCountry;
if (werpMFUploadsVo.RegistrationDate == "")
{
customerVo.RegistrationDate = DateTime.Parse(dt.ToString());
}
else
{
customerVo.RegistrationDate = DateTime.Parse(werpMFUploadsVo.RegistrationDate.ToString());
}
if (werpMFUploadsVo.CommencementDate == "")
{
customerVo.CommencementDate = DateTime.Parse(dt.ToString());
}
else
{
customerVo.CommencementDate = DateTime.Parse(werpMFUploadsVo.CommencementDate.ToString());
}
customerVo.RegistrationPlace = werpMFUploadsVo.RegistrationPlace;
customerVo.RegistrationNum = werpMFUploadsVo.ResPhoneNum;
customerVo.CompanyWebsite = werpMFUploadsVo.CompanyWebsite;
customerVo.LoginId = werpMFUploadsVo.Email;
customerVo.Password = id.Next(10000, 99999).ToString();
//**************************************************************************
//Office phone number
lenPhoneNum = werpMFUploadsVo.OfcPhoneNum.Length;
if (lenPhoneNum >= 8)
{
offPhoneNum = werpMFUploadsVo.OfcPhoneNum.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
offStdCode = werpMFUploadsVo.OfcPhoneNum.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
offIsdCode = werpMFUploadsVo.OfcPhoneNum.Substring(0, lenPhoneNum - 11);
}
}
else
{
offStdCode = werpMFUploadsVo.OfcPhoneNum.Substring(0, lenPhoneNum - 8);
}
}
else
{
offPhoneNum = werpMFUploadsVo.OfcPhoneNum;
}
if (offIsdCode != "")
{
customerVo.OfcISDCode = Int32.Parse(offIsdCode);
}
else
{
customerVo.OfcISDCode = 0;
}
if (offStdCode != "")
{
customerVo.OfcSTDCode = Int32.Parse(offStdCode);
}
else
{
customerVo.OfcSTDCode = 0;
}
if (offPhoneNum != "")
{
customerVo.OfcPhoneNum = Int32.Parse(offPhoneNum);
}
else
{
customerVo.OfcPhoneNum = 0;
}
//**************************************************************************
//residence phone number
lenPhoneNum = werpMFUploadsVo.ResPhoneNum.Length;
if (lenPhoneNum >= 8)
{
resPhoneNum = werpMFUploadsVo.ResPhoneNum.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
resStdCode = werpMFUploadsVo.ResPhoneNum.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
resIsdCode = werpMFUploadsVo.ResPhoneNum.Substring(0, lenPhoneNum - 11);
}
}
else
{
resStdCode = werpMFUploadsVo.ResPhoneNum.Substring(0, lenPhoneNum - 8);
}
}
else
{
resPhoneNum = werpMFUploadsVo.ResPhoneNum;
}
if (resIsdCode != "")
{
customerVo.ResISDCode = Int32.Parse(resIsdCode);
}
else
{
customerVo.ResISDCode = 0;
}
if (resStdCode != "")
{
customerVo.ResSTDCode = Int32.Parse(resStdCode);
}
else
{
customerVo.ResSTDCode = 0;
}
if (resPhoneNum != "")
{
customerVo.ResPhoneNum = Int32.Parse(resPhoneNum);
}
else
{
customerVo.ResPhoneNum = 0;
}
//**************************************************************************
//**************************************************************************
//Fax residence
lenFaxNum = werpMFUploadsVo.Fax.Length;
if (lenFaxNum >= 8)
{
resFaxNum = werpMFUploadsVo.Fax.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
resFaxStdCode = werpMFUploadsVo.Fax.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
resFaxIsdCode = werpMFUploadsVo.Fax.Substring(0, lenFaxNum - 11);
}
}
else
{
resFaxStdCode = werpMFUploadsVo.Fax.Substring(0, lenFaxNum - 8);
}
}
else
{
resFaxNum = werpMFUploadsVo.Fax;
}
if (resFaxIsdCode != "")
{
customerVo.ISDFax = Int32.Parse(resFaxIsdCode);
}
else
{
customerVo.ISDFax = 0;
}
if (resFaxStdCode != "")
{
customerVo.STDFax = Int32.Parse(resFaxStdCode);
}
else
{
customerVo.STDFax = 0;
}
if (resFaxNum != "")
{
customerVo.Fax = Int32.Parse(resFaxNum);
}
else
{
customerVo.Fax = 0;
}
//**************************************************************************
//Fax Office
lenFaxNum = werpMFUploadsVo.OfcFax.Length;
if (lenFaxNum >= 8)
{
offFaxNum = werpMFUploadsVo.OfcFax.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
offFaxStdCode = werpMFUploadsVo.OfcFax.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
offFaxIsdCode = werpMFUploadsVo.OfcFax.Substring(0, lenFaxNum - 11);
}
}
else
{
offFaxStdCode = werpMFUploadsVo.OfcFax.Substring(0, lenFaxNum - 8);
}
}
else
{
offFaxNum = werpMFUploadsVo.OfcFax;
}
if (offFaxIsdCode != "")
{
customerVo.OfcISDFax = Int32.Parse(offFaxIsdCode);
}
else
{
customerVo.OfcISDFax = 0;
}
if (offFaxStdCode != "")
{
customerVo.OfcSTDFax = Int32.Parse(offFaxStdCode);
}
else
{
customerVo.OfcSTDFax = 0;
}
if (offFaxNum != "")
{
customerVo.OfcFax = Int32.Parse(offFaxNum);
}
else
{
customerVo.OfcFax = 0;
}
//customerId2 = customerBo.CreateCustomer(customerVo, rmId, userId);
//customerPortfolioVo.CustomerId = customerId2;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
//PortfolioBo.CreateCustomerPortfolio(customerPortfolioVo, userId);
customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, userId);
countCustCreated++;
}
UpdateWerpMFProfileStagingIsCustomerNew(adviserId, processId);
//*****New Folios Upload from CAMS*****
getNewFoliosDs = GetWerpMFProfileNewFolios(processId);
getNewFoliosDt = getNewFoliosDs.Tables[0];
foreach (DataRow dr in getNewFoliosDt.Rows)
{
customerAccountsVo.AccountNum = dr["CMFXPS_FolioNum"].ToString();
customerAccountsVo.PortfolioId = Int32.Parse(dr["CP_PortfolioId"].ToString());
customerAccountsVo.AssetClass = "MF";
customerAccountsVo.AMCCode = Int32.Parse(dr["PA_AMCCode"].ToString());
customerAccountBo.CreateCustomerMFAccount(customerAccountsVo, userId);
countFolioCreated++;
}
UpdateWerpMFProfileStagingIsFolioNew(processId);
IsProcessComplete = true;
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "WerpMFUploadsBo.cs:WerpMFInsertCustomerDetails()");
object[] objects = new object[3];
objects[0] = adviserId;
objects[1] = processId;
objects[2] = rmId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(IsProcessComplete);
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
Nullable <DateTime> dt = new DateTime();
customerIds = new List <int>();
lblPanDuplicate.Visible = false;
if (Validation())
{
userVo = new UserVo();
if (rbtnIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
customerVo.RmId = rmVo.RMId;
customerVo.Type = "IND";
customerVo.FirstName = txtFirstNameCreation.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastNameCreation.Text.ToString();
userVo.FirstName = txtFirstNameCreation.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastNameCreation.Text.ToString();
}
else if (rbtnNonIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
customerVo.RmId = rmVo.RMId;
customerVo.Type = "NIND";
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.LastName = txtCompanyName.Text.ToString();
userVo.LastName = txtCompanyName.Text.ToString();
}
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.PANNum = txtPanNumber.Text.ToString();
customerVo.Dob = DateTime.MinValue;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
customerVo.Adr1State = null;
customerVo.Adr2State = null;
customerVo.ProfilingDate = DateTime.Today;
customerVo.UserId = userVo.UserId;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, tempUserVo.UserId);
Session["Customer"] = "Customer";
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
//Map folios to the new customer created
bool Mapfolio = MapfoliotoCustomer(customerIds[1]);
if (Mapfolio)
{
divCreateNewCustomer.Visible = false;
lblMessage.Visible = true;
lblMessage.Text = "Customer is mapped";
lblMessage.CssClass = "SuccessMsg";
tblSearch.Visible = false;
reprocess();
}
else
{
lblMessage.Visible = true;
lblMessage.Text = "An error occurred while mapping.";
}
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerType.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerIds;
objects[1] = customerVo;
objects[2] = rmVo;
objects[3] = userVo;
objects[4] = customerPortfolioVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
try
{
if (Validation())
{
rmId = rmVo.RMId;
if (Session["Current_Link"].ToString() == "AdvisorLeftPane")
{
userVo = (UserVo)Session["UserVo"];
txtDateofProfiling.Text = DateTime.Today.Date.ToString();
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
if (chksmsn.Checked)
{
customerVo.ViaSMS = 1;
}
else
{
customerVo.ViaSMS = 0;
}
if (chkmailn.Checked)
{
customerVo.AlertViaEmail = 1;
}
else
{
customerVo.AlertViaEmail = 0;
}
customerVo.ContactFirstName = txtFirstName.Text.ToString();
customerVo.ContactMiddleName = txtMiddleName.Text.ToString();
customerVo.ContactLastName = txtLastName.Text.ToString();
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.FirstName = txtCompanyName.Text.ToString();
customerVo.CustCode = txtCustomerCode.Text.ToString();
//customerVo.Salutation = ddlSalutation.SelectedItem.Value.ToString();
if (txtDateofRegistration.Text != "")
{
customerVo.RegistrationDate = DateTime.Parse(txtDateofRegistration.Text.ToString());
}
else
{
customerVo.RegistrationDate = DateTime.MinValue;
}
if (txtDateofCommencement.Text != "")
{
customerVo.CommencementDate = DateTime.Parse(txtDateofCommencement.Text.ToString());
}
else
{
customerVo.CommencementDate = DateTime.MinValue;
}
if (txtDateofProfiling.Text != "")
{
customerVo.ProfilingDate = DateTime.Parse(txtDateofProfiling.Text.ToString());
}
else
{
customerVo.ProfilingDate = DateTime.MinValue;
}
customerVo.RegistrationPlace = txtRegistrationPlace.Text.ToString();
customerVo.CompanyWebsite = txtCompanyWebsite.Text.ToString();
customerVo.RmId = rmId;
customerVo.PANNum = txtPanNumber.Text.ToString();
customerVo.RegistrationNum = txtRocRegistration.Text.ToString();
customerVo.Adr1Line1 = txtCorrAdrLine1.Text.ToString();
customerVo.Adr1Line2 = txtCorrAdrLine2.Text.ToString();
customerVo.Adr1Line3 = txtCorrAdrLine3.Text.ToString();
customerVo.Adr1PinCode = int.Parse(txtCorrAdrPinCode.Text.ToString());
customerVo.Adr1City = txtCorrAdrCity.Text.ToString();
customerVo.Adr1State = ddlCorrAdrState.SelectedItem.Text.ToString();
customerVo.Adr1Country = ddlCorrAdrCountry.SelectedItem.Value.ToString();
if (chkCorrPerm.Checked)
{
customerVo.Adr2Line1 = txtCorrAdrLine1.Text.ToString();
customerVo.Adr2Line2 = txtCorrAdrLine2.Text.ToString();
customerVo.Adr2Line3 = txtCorrAdrLine3.Text.ToString();
customerVo.Adr2PinCode = int.Parse(txtCorrAdrPinCode.Text.ToString());
customerVo.Adr2City = txtCorrAdrCity.Text.ToString();
customerVo.Adr2State = ddlCorrAdrState.Text.ToString();
customerVo.Adr2Country = ddlCorrAdrCountry.Text.ToString();
}
else
{
customerVo.Adr2Line1 = txtPermAdrLine1.Text.ToString();
customerVo.Adr2Line2 = txtPermAdrLine2.Text.ToString();
customerVo.Adr2Line3 = txtPermAdrLine3.Text.ToString();
customerVo.Adr2PinCode = int.Parse(txtPermAdrPinCode.Text.ToString());
customerVo.Adr2City = txtPermAdrCity.Text.ToString();
customerVo.Adr2State = ddlPermAdrState.Text.ToString();
customerVo.Adr2Country = ddlPermAdrCountry.Text.ToString();
}
customerVo.ResISDCode = int.Parse(txtPhoneNo1Isd.Text.ToString());
customerVo.ResSTDCode = int.Parse(txtPhoneNo1Std.Text.ToString());
customerVo.ResPhoneNum = int.Parse(txtPhoneNo1.Text.ToString());
customerVo.OfcISDCode = int.Parse(txtPhoneNo2Isd.Text.ToString());
customerVo.OfcSTDCode = int.Parse(txtPhoneNo2Std.Text.ToString());
customerVo.OfcPhoneNum = int.Parse(txtPhoneNo2.Text.ToString());
customerVo.Fax = int.Parse(txtFax.Text.ToString());
customerVo.ISDFax = int.Parse(txtFaxIsd.Text.ToString());
customerVo.STDFax = int.Parse(txtFaxStd.Text.ToString());
customerVo.Email = txtEmail.Text.ToString();
customerVo.AltEmail = txtAltEmail.Text;
customerVo.MaritalStatus = null;
Session["Customer"] = "Customer";
// customerBo.CreateCustomer(customerVo, customerVo.RmId,userVo.UserId);
if (Session["customerIds"] != null)
{
List <int> customerIds = new List <int>();
//int customerId = customerIds[1];
customerIds = (List <int>)Session["CustomerIds"];
customerVo.CustomerId = customerIds[1];
customerBo.UpdateCustomer(customerVo, userVo.UserId);
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('AdviserCustomer','none');", true);
// Session.Remove("CustomerIds");
}
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('AdviserCustomer','none');", true);
}
else if (Session["Current_Link"].ToString() == "RMCustomerNonIndividualLeftPane")
{
CustomerVo newCustomerVo = new CustomerVo();
UserVo newUserVo = new UserVo();
newUserVo.FirstName = txtFirstName.Text.ToString();
newUserVo.MiddleName = txtMiddleName.Text.ToString();
newUserVo.LastName = txtLastName.Text.ToString();
newUserVo.Email = txtEmail.Text.ToString();
newUserVo.UserType = "Customer";
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
if (txtEmail.Text == "")
{
customerVo.Email = txtFirstName.Text.ToString() + "@mail.com";
}
else
{
customerVo.Email = txtEmail.Text.ToString();
}
newCustomerVo.Type = "NIND";
txtDateofProfiling.Text = DateTime.Today.Date.ToString();
if (txtDateofRegistration.Text != "")
{
customerVo.RegistrationDate = DateTime.Parse(txtDateofRegistration.Text.ToString());
}
else
{
customerVo.RegistrationDate = DateTime.MinValue;
}
if (txtDateofCommencement.Text != "")
{
customerVo.CommencementDate = DateTime.Parse(txtDateofCommencement.Text.ToString());
}
else
{
customerVo.CommencementDate = DateTime.MinValue;
}
if (txtDateofProfiling.Text != "")
{
customerVo.ProfilingDate = DateTime.Parse(txtDateofProfiling.Text.ToString());
}
else
{
customerVo.ProfilingDate = DateTime.MinValue;
}
newCustomerVo.FirstName = txtFirstName.Text.ToString();
newCustomerVo.MiddleName = txtMiddleName.Text.ToString();
newCustomerVo.LastName = txtLastName.Text.ToString();
newCustomerVo.CompanyName = txtCompanyName.Text.ToString();
newCustomerVo.CustCode = txtCustomerCode.Text.ToString();
newCustomerVo.Salutation = ddlSalutation.SelectedItem.Value.ToString();
newCustomerVo.RegistrationPlace = txtRegistrationPlace.Text.ToString();
newCustomerVo.CompanyWebsite = txtCompanyWebsite.Text.ToString();
newCustomerVo.RmId = rmId;
newCustomerVo.PANNum = txtPanNumber.Text.ToString();
newCustomerVo.RegistrationNum = txtRocRegistration.Text.ToString();
newCustomerVo.Adr1Line1 = txtCorrAdrLine1.Text.ToString();
newCustomerVo.Adr1Line2 = txtCorrAdrLine2.Text.ToString();
newCustomerVo.Adr1Line3 = txtCorrAdrLine3.Text.ToString();
newCustomerVo.Adr1PinCode = int.Parse(txtCorrAdrPinCode.Text.ToString());
newCustomerVo.Adr1City = txtCorrAdrCity.Text.ToString();
if (ddlCorrAdrState.SelectedIndex != 0)
{
newCustomerVo.Adr1State = ddlCorrAdrState.SelectedItem.Value.ToString();
}
else
{
newCustomerVo.Adr1State = null;
}
newCustomerVo.Adr1Country = ddlCorrAdrCountry.SelectedItem.Value.ToString();
if (chkCorrPerm.Checked)
{
newCustomerVo.Adr2Line1 = txtCorrAdrLine1.Text.ToString();
newCustomerVo.Adr2Line2 = txtCorrAdrLine2.Text.ToString();
newCustomerVo.Adr2Line3 = txtCorrAdrLine3.Text.ToString();
newCustomerVo.Adr2PinCode = int.Parse(txtCorrAdrPinCode.Text.ToString());
newCustomerVo.Adr2City = txtCorrAdrCity.Text.ToString();
if (ddlCorrAdrState.SelectedIndex != 0)
{
newCustomerVo.Adr2State = ddlCorrAdrState.Text.ToString();
}
else
{
newCustomerVo.Adr2State = null;
}
newCustomerVo.Adr2Country = ddlCorrAdrCountry.Text.ToString();
}
else
{
newCustomerVo.Adr2Line1 = txtPermAdrLine1.Text.ToString();
newCustomerVo.Adr2Line2 = txtPermAdrLine2.Text.ToString();
newCustomerVo.Adr2Line3 = txtPermAdrLine3.Text.ToString();
newCustomerVo.Adr2PinCode = int.Parse(txtPermAdrPinCode.Text.ToString());
newCustomerVo.Adr2City = txtPermAdrCity.Text.ToString();
if (ddlPermAdrState.SelectedIndex != 0)
{
newCustomerVo.Adr2State = ddlPermAdrState.Text.ToString();
}
else
{
newCustomerVo.Adr2State = null;
}
newCustomerVo.Adr2Country = ddlPermAdrCountry.Text.ToString();
}
newCustomerVo.ResISDCode = int.Parse(txtPhoneNo1Isd.Text.ToString());
newCustomerVo.ResSTDCode = int.Parse(txtPhoneNo1Std.Text.ToString());
newCustomerVo.ResPhoneNum = int.Parse(txtPhoneNo1.Text.ToString());
newCustomerVo.OfcISDCode = int.Parse(txtPhoneNo2Isd.Text.ToString());
newCustomerVo.OfcSTDCode = int.Parse(txtPhoneNo2Std.Text.ToString());
newCustomerVo.OfcPhoneNum = int.Parse(txtPhoneNo2.Text.ToString());
newCustomerVo.Fax = int.Parse(txtFax.Text.ToString());
newCustomerVo.ISDFax = int.Parse(txtFaxIsd.Text.ToString());
newCustomerVo.STDFax = int.Parse(txtFaxStd.Text.ToString());
newCustomerVo.Email = txtEmail.Text.ToString();
newCustomerVo.AltEmail = txtAltEmail.Text;
newCustomerVo.MaritalStatus = null;
customerPortfolioVo.CustomerId = customerFamilyVo.AssociateCustomerId;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PMSIdentifier = "";
customerPortfolioVo.PortfolioName = "Default";
List <int> CustomerIds = new List <int>();
CustomerIds = customerBo.CreateCompleteCustomer(newCustomerVo, newUserVo, customerPortfolioVo, userVo.UserId);
customerFamilyVo.AssociateCustomerId = CustomerIds[1];
customerFamilyVo.Relationship = Session["relationship"].ToString();
customerFamilyBo.CreateCustomerFamily(customerFamilyVo, customerVo.CustomerId, userVo.UserId);
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('RMCustomer','none');", true);
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerNonIndividualAdd.ascx:btnSubmit_Click()");
object[] objects = new object[4];
objects[0] = rmVo;
objects[1] = rmId;
objects[2] = customerVo;
objects[3] = userVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
try
{
if (Validation())
{
rmVo = (RMVo)Session["rmVo"];
userVo = (UserVo)Session["userVo"];
parentCustomerVo = (CustomerVo)Session["CustomerVo"];
customerVo.RmId = rmVo.RMId;
//customerVo.CustomerId = int.Parse(Session["CustomerId2"].ToString());
//customerVo.UserId = customerBo.GenerateId();
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
customerVo.BranchId = parentCustomerVo.BranchId;
if (txtDob.Text.ToString() != "")
{
customerVo.Dob = DateTime.Parse(txtDob.Text.ToString());
}
customerVo.PANNum = txtPanNum.Text.ToString();
customerVo.OfcAdrLine1 = txtOfcAdrLine1.Text.ToString();
customerVo.OfcAdrLine2 = txtOfcAdrLine2.Text.ToString();
customerVo.OfcAdrLine3 = txtOfcAdrLine3.Text.ToString();
customerVo.OfcAdrPinCode = int.Parse(txtOfcAdrPinCode.Text.ToString());
customerVo.OfcAdrCity = txtOfcAdrCity.Text.ToString();
customerVo.OfcAdrState = ddlOfcAdrState.Text.ToString();
customerVo.OfcAdrCountry = ddlOfcAdrCountry.Text.ToString();
customerVo.CompanyName = txtOfcCompanyName.Text.ToString();
customerVo.ResISDCode = int.Parse(txtResPhoneNoIsd.Text.ToString());
customerVo.ResSTDCode = int.Parse(txtResPhoneNoStd.Text.ToString());
customerVo.ResPhoneNum = int.Parse(txtResPhoneNo.Text.ToString());
customerVo.OfcISDCode = int.Parse(txtOfcPhoneNoIsd.Text.ToString());
customerVo.OfcSTDCode = int.Parse(txtOfcPhoneNoStd.Text.ToString());
customerVo.OfcPhoneNum = int.Parse(txtOfcPhoneNo.Text.ToString());
customerVo.ISDFax = int.Parse(txtResFaxIsd.Text.ToString());
customerVo.STDFax = int.Parse(txtResFaxStd.Text.ToString());
customerVo.Fax = int.Parse(txtResFax.Text.ToString());
customerVo.OfcISDFax = int.Parse(txtOfcFaxIsd.Text.ToString());
customerVo.OfcSTDFax = int.Parse(txtOfcFaxStd.Text.ToString());
customerVo.OfcFax = int.Parse(txtOfcFax.Text.ToString());
customerVo.Mobile1 = long.Parse(txtMobile1.Text.ToString());
customerVo.Mobile2 = long.Parse(txtMobile2.Text.ToString());
customerVo.Email = txtEmail.Text.ToString();
customerVo.AltEmail = txtAltEmail.Text.ToString();
customerVo.ProfilingDate = DateTime.Today;
if (rbtnIndividual.Checked)
{
customerVo.Type = "IND";
}
else
{
customerVo.Type = "NIND";
}
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value.ToString();
// customerPortfolioVo.CustomerId = customerFamilyVo.AssociateCustomerId;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PMSIdentifier = "";
customerPortfolioVo.PortfolioName = "MyPortfolio";
newUserVo.FirstName = txtFirstName.Text.ToString();
newUserVo.MiddleName = txtMiddleName.Text.ToString();
newUserVo.LastName = txtLastName.Text.ToString();
newUserVo.UserType = "Customer";
newUserVo.Email = txtEmail.Text;
List <int> CustomerIds = new List <int>();
CustomerIds = customerBo.CreateCompleteCustomer(customerVo, newUserVo, customerPortfolioVo, userVo.UserId);
customerFamilyVo.AssociateCustomerId = CustomerIds[1];
//customerVo.UserId = customerBo.CreateCustomerUser(customerVo, userVo.UserId);
//tempUserVo = userBo.GetUser(customerVo.Email);
//customerVo.UserId = tempUserVo.UserId;
//customerFamilyVo.AssociateCustomerId = customerBo.CreateCustomer(customerVo, customerVo.RmId, userVo.UserId);
customerFamilyVo.Relationship = Session["relationship"].ToString();
customerFamilyBo.CreateCustomerFamily(customerFamilyVo, parentCustomerVo.CustomerId, userVo.UserId);
//portfolioBo.CreateCustomerPortfolio(customerPortfolioVo, userVo.UserId);
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewCustomerFamily','none');", true);
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "FamilyDetailsSpouse.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerVo;
objects[1] = parentCustomerVo;
objects[2] = userVo;
objects[3] = customerFamilyVo;
objects[4] = rmVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
Nullable <DateTime> dt = new DateTime();
customerIds = new List <int>();
lblPanDuplicate.Visible = false;
if (Validation())
{
userVo = new UserVo();
if (rbtnIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
//customerVo.RmId = rmVo.RMId;
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
customerVo.Type = "IND";
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
if (ddlSalutation.SelectedIndex == 0)
{
customerVo.Salutation = "";
}
else
{
customerVo.Salutation = ddlSalutation.SelectedValue.ToString();
}
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
}
else if (rbtnNonIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
//customerVo.RmId = rmVo.RMId;
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
customerVo.Type = "NIND";
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.FirstName = txtCompanyName.Text.ToString();
userVo.FirstName = txtCompanyName.Text.ToString();
}
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
//if (chkprospect.Checked)
//{
// customerVo.IsProspect = 1;
//}
//else
//{
// customerVo.IsProspect = 0;
//}
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.PANNum = txtPanNumber.Text.ToString();
customerVo.Dob = DateTime.MinValue;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
customerVo.Adr1State = null;
customerVo.Adr2State = null;
customerVo.ProfilingDate = DateTime.Today;
customerVo.UserId = userVo.UserId;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, tempUserVo.UserId);
Session["Customer"] = "Customer";
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('AdviserCustomer','none');", true);
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerType.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerIds;
objects[1] = customerVo;
objects[2] = rmVo;
objects[3] = userVo;
objects[4] = customerPortfolioVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
List <int> customerIds = null;
try
{
if (chkdummypan.Checked)
{
customerVo.DummyPAN = 1;
}
else
{
customerVo.DummyPAN = 0;
}
Nullable <DateTime> dt = new DateTime();
customerIds = new List <int>();
lblPanDuplicate.Visible = false;
if (Validation())
{
lblPanDuplicate.Visible = false;
userVo = new UserVo();
if (rbtnIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
customerVo.RmId = rmVo.RMId;
if (customerVo.RmId == rmVo.RMId)
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
}
else
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue);
}
customerVo.Type = "IND";
customerVo.TaxStatusCustomerSubTypeId = Int16.Parse(ddlCustomerSubType.SelectedValue.ToString());
customerVo.CustCode = txtClientCode.Text.Trim();
customerVo.IsRealInvestor = chkRealInvestor.Checked;
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
if (ddlSalutation.SelectedIndex == 0)
{
customerVo.Salutation = "";
}
else
{
customerVo.Salutation = ddlSalutation.SelectedValue.ToString();
}
userVo.FirstName = txtFirstName.Text.ToString();
userVo.MiddleName = txtMiddleName.Text.ToString();
userVo.LastName = txtLastName.Text.ToString();
}
else if (rbtnNonIndividual.Checked)
{
rmVo = (RMVo)Session["rmVo"];
tempUserVo = (UserVo)Session["userVo"];
//customerVo.RmId = rmVo.RMId;
//customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
if (customerVo.RmId == rmVo.RMId)
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue.ToString());
}
else
{
customerVo.RmId = int.Parse(ddlAdviseRMList.SelectedValue);
}
customerVo.Type = "NIND";
customerVo.TaxStatusCustomerSubTypeId = Int16.Parse(ddlCustomerSubType.SelectedValue.ToString());
customerVo.CustCode = txtClientCode.Text.Trim();
customerVo.IsRealInvestor = chkRealInvestor.Checked;
customerVo.CompanyName = txtCompanyName.Text.ToString();
customerVo.FirstName = txtCompanyName.Text.ToString();
userVo.FirstName = txtCompanyName.Text.ToString();
}
if (customerVo.BranchId == rmVo.BranchId)
{
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
}
else
{
customerVo.BranchId = int.Parse(ddlAdviserBranchList.SelectedValue);
}
//if (chkprospect.Checked)
//{
// customerVo.IsProspect = 1;
//}
//else
//{
// customerVo.IsProspect = 0;
//}
//customerVo.SubType = ddlCustomerSubType.SelectedItem.Value;
customerVo.Email = txtEmail.Text.ToString();
customerVo.PANNum = txtPanNumber.Text.ToString();
if (!string.IsNullOrEmpty(txtMobileNumber.Text.ToString()))
{
customerVo.Mobile1 = Convert.ToInt64(txtMobileNumber.Text.ToString());
}
else
{
customerVo.Mobile1 = 0;
}
customerVo.Dob = DateTime.MinValue;
customerVo.RBIApprovalDate = DateTime.MinValue;
customerVo.CommencementDate = DateTime.MinValue;
customerVo.RegistrationDate = DateTime.MinValue;
customerVo.Adr1State = null;
customerVo.Adr2State = null;
customerVo.ProfilingDate = DateTime.Today;
customerVo.UserId = userVo.UserId;
userVo.Email = txtEmail.Text.ToString();
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerVo.ViaSMS = 1;
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, tempUserVo.UserId);
Session["Customer"] = "Customer";
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
if (page == "Entry")
{
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('OrderEntry','?CustomerId=" + familyVo.CustomerId + " ');", true);
}
else
{
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "MyScript", "alert('Customer Added Successfully!!');", true);
}
ScriptManager.RegisterClientScriptBlock(this.Page, this.GetType(), "leftpane", "loadcontrol('AdviserCustomer','none');", true);
//trSumbitSuccess.Visible = true;
MakeReadonlyControls();
if (Request.QueryString["AddMFCustLinkId"] != null)
{
lblPanDuplicate.Visible = false;
MakeReadonlyControls();
Response.Write("<script>alert('Customer has been successfully added');</script>");
Response.Write("<script>window.close();</" + "script>");
}
}
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "CustomerType.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerIds;
objects[1] = customerVo;
objects[2] = rmVo;
objects[3] = userVo;
objects[4] = customerPortfolioVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
//Seventh phase: Profile creation
public bool StdInsertCustomerDetails(int adviserId, int processId, int rmId, int branchId, string xmlPath, out int countCustCreated)
{
bool IsProcessComplete = false;
List <StandardProfileUploadVo> stdNewCustomerList = new List <StandardProfileUploadVo>();
Nullable <DateTime> dt = new DateTime();
StandardProfileUploadVo StandardProfileUploadVo = new StandardProfileUploadVo();
countCustCreated = 0;
DataSet getNewFoliosDs = new DataSet();
DataTable getNewFoliosDt = new DataTable();
userId = advisorStaffBo.GetUserId(rmId);
int lenPhoneNum = 0, lenFaxNum = 0;
string resIsdCode = "", resStdCode = "", resPhoneNum = "", offIsdCode = "", offStdCode = "", offPhoneNum = "";
string resFaxIsdCode = "", resFaxStdCode = "", resFaxNum = "", offFaxIsdCode = "", offFaxStdCode = "", offFaxNum = "";
try
{
stdNewCustomerList = GetProfileNewCustomers(processId);
for (int i = 0; i < stdNewCustomerList.Count; i++)
{
customerVo = new CustomerVo();
userVo = new UserVo();
StandardProfileUploadVo = new StandardProfileUploadVo();
StandardProfileUploadVo = stdNewCustomerList[i];
userVo.FirstName = StandardProfileUploadVo.FirstName;
userVo.MiddleName = StandardProfileUploadVo.MiddleName;
userVo.LastName = StandardProfileUploadVo.LastName;
userVo.Email = StandardProfileUploadVo.Email;
userVo.UserType = "Customer";
customerVo.UserId = userId;
customerVo.RmId = StandardProfileUploadsDao.GetBranchHeadId(branchId);
customerVo.BranchId = branchId;
customerVo.ProcessId = processId;
customerVo.Adr1City = StandardProfileUploadVo.Adr1City;
customerVo.Adr1Line1 = StandardProfileUploadVo.Adr1Line1;
customerVo.Adr1Line2 = StandardProfileUploadVo.Adr1Line2;
customerVo.Adr1Line3 = StandardProfileUploadVo.Adr1Line3;
if (StandardProfileUploadVo.Adr1PinCode != "")
{
customerVo.Adr1PinCode = Int32.Parse(StandardProfileUploadVo.Adr1PinCode);
}
customerVo.Email = StandardProfileUploadVo.Email;
customerVo.FirstName = StandardProfileUploadVo.FirstName;
customerVo.MiddleName = StandardProfileUploadVo.MiddleName;
customerVo.LastName = StandardProfileUploadVo.LastName;
customerVo.Gender = StandardProfileUploadVo.Gender;
customerVo.Salutation = StandardProfileUploadVo.Salutation;
customerVo.Adr1City = StandardProfileUploadVo.Adr1City;
customerVo.Adr1Country = StandardProfileUploadVo.Adr1Country;
customerVo.Adr1State = XMLBo.GetStateCode(xmlPath, StandardProfileUploadVo.Adr1State);
customerVo.Adr2City = StandardProfileUploadVo.Adr2City;
customerVo.Adr2Country = StandardProfileUploadVo.Adr2Country;
customerVo.Adr2Line1 = StandardProfileUploadVo.Adr2Line1;
customerVo.Adr2Line2 = StandardProfileUploadVo.Adr2Line2;
customerVo.Adr2Line3 = StandardProfileUploadVo.Adr2Line3;
if (StandardProfileUploadVo.Adr2PinCode != "")
{
customerVo.Adr2PinCode = Int32.Parse(StandardProfileUploadVo.Adr2PinCode);
}
customerVo.Adr2State = StandardProfileUploadVo.Adr2State;
customerVo.AltEmail = StandardProfileUploadVo.AltEmail;
customerVo.AssignedRM = (customerVo.RmId).ToString();
customerVo.CompanyName = StandardProfileUploadVo.CompanyName;
customerVo.CompanyWebsite = StandardProfileUploadVo.CompanyWebsite;
customerVo.ContactFirstName = StandardProfileUploadVo.ContactGuardianFirstName;
customerVo.ContactMiddleName = StandardProfileUploadVo.ContactGuardianMiddleName;
customerVo.ContactLastName = StandardProfileUploadVo.ContactGuardianLastName;
if (StandardProfileUploadVo.Mobile1 != "")
{
customerVo.Mobile1 = Int64.Parse(StandardProfileUploadVo.Mobile1);
}
if (StandardProfileUploadVo.Mobile2 != "")
{
customerVo.Mobile2 = Int64.Parse(StandardProfileUploadVo.Mobile2);
}
if (StandardProfileUploadVo.Nationality != "")
{
customerVo.Nationality = StandardProfileUploadVo.Nationality;
}
if (StandardProfileUploadVo.Occupation != "")
{
customerVo.Occupation = StandardProfileUploadVo.Occupation;
}
if (StandardProfileUploadVo.MaritalStatus != "")
{
customerVo.MaritalStatus = StandardProfileUploadVo.MaritalStatus;
}
if (StandardProfileUploadVo.Qualification != "")
{
customerVo.Qualification = StandardProfileUploadVo.Qualification;
}
customerVo.IsProspect = StandardProfileUploadVo.IsProspect;
customerVo.OfcAdrCity = StandardProfileUploadVo.OfcAdrCity;
customerVo.OfcAdrCountry = StandardProfileUploadVo.OfcAdrCountry;
customerVo.OfcAdrLine1 = StandardProfileUploadVo.OfcAdrLine1;
customerVo.OfcAdrLine2 = StandardProfileUploadVo.OfcAdrLine2;
customerVo.OfcAdrLine3 = StandardProfileUploadVo.OfcAdrLine3;
if (StandardProfileUploadVo.OfcAdrPinCode != "")
{
customerVo.OfcAdrPinCode = Int32.Parse(StandardProfileUploadVo.OfcAdrPinCode);
}
customerVo.OfcAdrState = StandardProfileUploadVo.OfcAdrState;
if (StandardProfileUploadVo.RBIApprovalDate != "")
{
customerVo.RBIApprovalDate = DateTime.Parse(StandardProfileUploadVo.RBIApprovalDate);
}
customerVo.RBIRefNum = StandardProfileUploadVo.RBIRefNum;
customerVo.RegistrationNum = StandardProfileUploadVo.RegistrationNum;
//customerVo.LoginId = StandardProfileUploadVo.Email;
if (StandardProfileUploadVo.Type != "")
{
customerVo.Type = StandardProfileUploadVo.Type;
}
if (StandardProfileUploadVo.SubType != "")
{
customerVo.SubType = StandardProfileUploadVo.SubType;
}
lenPhoneNum = StandardProfileUploadVo.OfcPhoneNum.Length;
if (lenPhoneNum > 9)
{
if (lenPhoneNum >= 8)
{
offPhoneNum = StandardProfileUploadVo.OfcPhoneNum.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
offStdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
offIsdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(0, lenPhoneNum - 11);
}
}
else
{
offStdCode = StandardProfileUploadVo.OfcPhoneNum.Substring(0, lenPhoneNum - 8);
}
}
else
{
offPhoneNum = StandardProfileUploadVo.OfcPhoneNum;
}
if (offIsdCode != "")
{
customerVo.OfcISDCode = Int32.Parse(offIsdCode);
}
else
{
customerVo.OfcISDCode = 0;
}
if (offStdCode != "")
{
customerVo.OfcSTDCode = Int32.Parse(offStdCode);
}
else
{
customerVo.OfcSTDCode = 0;
}
if (offPhoneNum != "")
{
customerVo.OfcPhoneNum = Int32.Parse(offPhoneNum);
}
else
{
customerVo.OfcPhoneNum = 0;
}
}
else
{
if (StandardProfileUploadVo.OfcISDCode != "")
{
customerVo.OfcISDCode = Int32.Parse(StandardProfileUploadVo.OfcISDCode);
}
if (StandardProfileUploadVo.OfcSTDCode != "")
{
customerVo.OfcSTDCode = Int32.Parse(StandardProfileUploadVo.OfcSTDCode);
}
if (StandardProfileUploadVo.OfcPhoneNum != "")
{
customerVo.OfcPhoneNum = Int32.Parse(StandardProfileUploadVo.OfcPhoneNum);
}
}
lenPhoneNum = StandardProfileUploadVo.ResPhoneNum.Length;
if (lenPhoneNum > 9)
{
if (lenPhoneNum >= 8)
{
resPhoneNum = StandardProfileUploadVo.ResPhoneNum.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
resStdCode = StandardProfileUploadVo.ResPhoneNum.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
resIsdCode = StandardProfileUploadVo.ResPhoneNum.Substring(0, lenPhoneNum - 11);
}
}
else
{
resStdCode = StandardProfileUploadVo.ResPhoneNum.Substring(0, lenPhoneNum - 8);
}
}
else
{
resPhoneNum = StandardProfileUploadVo.ResPhoneNum;
}
if (resIsdCode != "")
{
customerVo.ResISDCode = Int32.Parse(resIsdCode);
}
else
{
customerVo.ResISDCode = 0;
}
if (resStdCode != "")
{
customerVo.ResSTDCode = Int32.Parse(resStdCode);
}
else
{
customerVo.ResSTDCode = 0;
}
if (resPhoneNum != "")
{
customerVo.ResPhoneNum = Int32.Parse(resPhoneNum);
}
else
{
customerVo.ResPhoneNum = 0;
}
}
else
{
if (StandardProfileUploadVo.ResISDCode != "")
{
customerVo.ResISDCode = Int32.Parse(StandardProfileUploadVo.ResISDCode);
}
if (StandardProfileUploadVo.ResSTDCode != "")
{
customerVo.ResSTDCode = Int32.Parse(StandardProfileUploadVo.ResSTDCode);
}
if (StandardProfileUploadVo.ResPhoneNum != "")
{
customerVo.ResPhoneNum = Int32.Parse(StandardProfileUploadVo.ResPhoneNum);
}
}
lenFaxNum = StandardProfileUploadVo.OfcFax.Length;
if (lenFaxNum > 9)
{
if (lenFaxNum >= 8)
{
offFaxNum = StandardProfileUploadVo.OfcFax.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
offFaxStdCode = StandardProfileUploadVo.OfcFax.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
offFaxIsdCode = StandardProfileUploadVo.OfcFax.Substring(0, lenFaxNum - 11);
}
}
else
{
offFaxStdCode = StandardProfileUploadVo.OfcFax.Substring(0, lenFaxNum - 8);
}
}
else
{
offFaxNum = StandardProfileUploadVo.OfcFax;
}
if (offFaxIsdCode != "")
{
customerVo.ISDFax = Int32.Parse(offFaxIsdCode);
}
else
{
customerVo.ISDFax = 0;
}
if (offFaxStdCode != "")
{
customerVo.STDFax = Int32.Parse(offFaxStdCode);
}
else
{
customerVo.STDFax = 0;
}
if (offFaxNum != "")
{
customerVo.Fax = Int32.Parse(offFaxNum);
}
else
{
customerVo.Fax = 0;
}
}
else
{
if (StandardProfileUploadVo.OfcFaxISD != "")
{
customerVo.OfcISDFax = Int32.Parse(StandardProfileUploadVo.OfcFaxISD);
}
if (StandardProfileUploadVo.OfcFaxSTD != "")
{
customerVo.OfcSTDFax = Int32.Parse(StandardProfileUploadVo.OfcFaxSTD);
}
if (StandardProfileUploadVo.OfcFax != "")
{
customerVo.OfcFax = Int32.Parse(StandardProfileUploadVo.OfcFax);
}
}
lenFaxNum = StandardProfileUploadVo.Fax.Length;
if (lenFaxNum > 9)
{
if (lenFaxNum >= 8)
{
resFaxNum = StandardProfileUploadVo.Fax.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
resFaxStdCode = StandardProfileUploadVo.Fax.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
resFaxIsdCode = StandardProfileUploadVo.Fax.Substring(0, lenFaxNum - 11);
}
}
else
{
resFaxStdCode = StandardProfileUploadVo.Fax.Substring(0, lenFaxNum - 8);
}
}
else
{
resFaxNum = StandardProfileUploadVo.Fax;
}
if (resFaxIsdCode != "")
{
customerVo.ISDFax = Int32.Parse(resFaxIsdCode);
}
else
{
customerVo.ISDFax = 0;
}
if (offFaxStdCode != "")
{
customerVo.STDFax = Int32.Parse(resFaxStdCode);
}
else
{
customerVo.STDFax = 0;
}
if (offFaxNum != "")
{
customerVo.Fax = Int32.Parse(resFaxNum);
}
else
{
customerVo.Fax = 0;
}
}
else
{
if (StandardProfileUploadVo.ISDFax != "")
{
customerVo.OfcISDFax = Int32.Parse(StandardProfileUploadVo.ISDFax);
}
if (StandardProfileUploadVo.STDFax != "")
{
customerVo.OfcSTDFax = Int32.Parse(StandardProfileUploadVo.STDFax);
}
if (StandardProfileUploadVo.Fax != "")
{
customerVo.OfcFax = Int32.Parse(StandardProfileUploadVo.Fax);
}
}
customerVo.PANNum = StandardProfileUploadVo.PANNum;
customerVo.Password = id.Next(10000, 99999).ToString();
if (StandardProfileUploadVo.DOB != "")
{
customerVo.Dob = DateTime.Parse(StandardProfileUploadVo.DOB);
}
customerVo.ProfilingDate = DateTime.Today;
if (StandardProfileUploadVo.RegistrationDate != "")
{
customerVo.RegistrationDate = DateTime.Parse(StandardProfileUploadVo.RegistrationDate);
}
if (StandardProfileUploadVo.CommencementDate != "")
{
customerVo.CommencementDate = DateTime.Parse(StandardProfileUploadVo.CommencementDate);
}
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PortfolioName = "MyPortfolio";
customerIds = customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, userId);
//Creating Customer Association
if (customerIds != null)
{
CustomerFamilyVo familyVo = new CustomerFamilyVo();
CustomerFamilyBo familyBo = new CustomerFamilyBo();
familyVo.AssociateCustomerId = customerIds[1];
familyVo.CustomerId = customerIds[1];
familyVo.Relationship = "SELF";
familyBo.CreateCustomerFamily(familyVo, customerIds[1], userVo.UserId);
}
countCustCreated++;
}
UpdateProfileStagingIsCustomerNew(adviserId, processId, branchId);
IsProcessComplete = true;
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "StandardProfileUploadBo.cs:StdInsertCustomerDetails()");
object[] objects = new object[3];
objects[0] = adviserId;
objects[1] = processId;
objects[2] = rmId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(IsProcessComplete);
}
protected void btnSubmit_Click(object sender, EventArgs e)
{
UserVo newUserVo = new UserVo();
try
{
// if (Validation())
{
this.Page.Culture = "en-GB";
userVo = (UserVo)Session["userVo"];
rmVo = (RMVo)Session["rmVo"];
parentCustomerVo = (CustomerVo)Session["CustomerVo"];
customerVo.RmId = rmVo.RMId;
//customerVo.CustomerId = int.Parse(Session["CustomerId2"].ToString());
if (txtEmail.Text == "")
{
customerVo.Email = txtFirstName.Text.ToString() + "@mail.com";
}
else
{
customerVo.Email = txtEmail.Text.ToString();
}
//customerVo.UserId = customerBo.GenerateId();
customerVo.FirstName = txtFirstName.Text.ToString();
customerVo.MiddleName = txtMiddleName.Text.ToString();
customerVo.LastName = txtLastName.Text.ToString();
customerVo.BranchId = parentCustomerVo.BranchId;
newUserVo.FirstName = txtFirstName.Text.ToString();
newUserVo.MiddleName = txtMiddleName.Text.ToString();
newUserVo.LastName = txtLastName.Text.ToString();
newUserVo.Email = txtEmail.Text.ToString();
newUserVo.UserType = "Customer";
if (txtDob.Text.ToString() != "")
{
customerVo.Dob = DateTime.Parse(txtDob.Text.ToString());
}
customerVo.ProfilingDate = DateTime.Today;
if (rbtnIndividual.Checked)
{
customerVo.Type = "IND";
}
else
{
customerVo.Type = "NIND";
}
customerVo.SubType = ddlCustomerSubType.SelectedItem.Value.ToString();
//userVo.UserId = customerVo.UserId;
customerPortfolioVo.CustomerId = customerFamilyVo.AssociateCustomerId;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
customerPortfolioVo.PMSIdentifier = "";
customerPortfolioVo.PortfolioName = "MyPortfolio";
List <int> CustomerIds = new List <int>();
CustomerIds = customerBo.CreateCompleteCustomer(customerVo, newUserVo, customerPortfolioVo, userVo.UserId);
customerFamilyVo.AssociateCustomerId = CustomerIds[1];
customerFamilyVo.Relationship = Session["relationship"].ToString();
customerFamilyBo.CreateCustomerFamily(customerFamilyVo, parentCustomerVo.CustomerId, userVo.UserId);
txtDob_CompareValidator.ValueToCompare = DateTime.Now.ToString("dd/MM/yyyy");
//portfolioBo.CreateCustomerPortfolio(customerPortfolioVo, userVo.UserId);
Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('ViewCustomerFamily','none');", true);
}
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "FamilyDetailsChild.ascx:btnSubmit_Click()");
object[] objects = new object[5];
objects[0] = customerVo;
objects[1] = customerFamilyVo;
objects[2] = userVo;
objects[3] = rmVo;
objects[4] = parentCustomerVo;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
//Fifth Phase: Move KARVY customer details to customer table
public bool KARVYInsertCustomerDetails(int adviserId, int processId, int rmId, out int countCustCreated, out int countFolioCreated)
{
bool IsProcessComplete = false;
List <KarvyUploadsVo> karvyNewCustomerList = new List <KarvyUploadsVo>();
Nullable <DateTime> dt = new DateTime();
KarvyUploadsVo karvyUploadsVo = new KarvyUploadsVo();
string resIsdCode = "", resStdCode = "", resPhoneNum = "";
string offIsdCode = "", offStdCode = "", offPhoneNum = "";
string resFaxIsdCode = "", resFaxStdCode = "", resFaxNum = "";
string offFaxIsdCode = "", offFaxStdCode = "", offFaxNum = "";
int lenPhoneNum, lenFaxNum;
countCustCreated = 0;
countFolioCreated = 0;
DataSet getNewFoliosDs = new DataSet();
DataTable getNewFoliosDt = new DataTable();
userId = advisorStaffBo.GetUserId(rmId);
try
{
karvyNewCustomerList = GetKarvyProfNewCustomers(processId);
for (int i = 0; i < karvyNewCustomerList.Count; i++)
{
customerVo = new CustomerVo();
userVo = new UserVo();
karvyUploadsVo = new KarvyUploadsVo();
karvyUploadsVo = karvyNewCustomerList[i];
userVo.FirstName = "";
userVo.MiddleName = "";
userVo.LastName = karvyUploadsVo.InvestorName;
//userVo.Password = id.Next(10000, 99999).ToString();
userVo.Email = karvyUploadsVo.Email;
//userVo.LoginId = karvyUploadsVo.Email;
userVo.UserType = "Customer";
//userId = userBo.CreateUser(userVo);
customerVo.ProcessId = processId;
customerVo.UserId = userId;
customerVo.RmId = rmId;
customerVo.Adr1City = karvyUploadsVo.City;
customerVo.Adr1Country = karvyUploadsVo.Country;
customerVo.Adr1Line1 = karvyUploadsVo.Address1;
customerVo.Adr1Line2 = karvyUploadsVo.Address2;
customerVo.Adr1Line3 = karvyUploadsVo.Address3;
customerVo.Adr1PinCode = Int32.Parse(karvyUploadsVo.Pincode);
customerVo.Adr2PinCode = 0;
customerVo.OfcAdrPinCode = 0;
customerVo.Adr1State = karvyUploadsVo.State;
customerVo.CommencementDate = DateTime.Parse(dt.ToString());
if (karvyUploadsVo.DateofBirth == "")
{
customerVo.Dob = DateTime.Parse(dt.ToString());
}
else
{
customerVo.Dob = DateTime.Parse(karvyUploadsVo.DateofBirth);
}
customerVo.Email = karvyUploadsVo.Email;
customerVo.FirstName = karvyUploadsVo.FirstName;
customerVo.MiddleName = karvyUploadsVo.MiddleName;
customerVo.LastName = karvyUploadsVo.InvestorName;
customerVo.LoginId = karvyUploadsVo.Email;
if (karvyUploadsVo.Mobile == "")
{
customerVo.Mobile1 = 0;
}
else
{
customerVo.Mobile1 = Int64.Parse(karvyUploadsVo.Mobile);
}
lenFaxNum = karvyUploadsVo.FaxResidence.Length;
if (lenFaxNum >= 8)
{
resFaxNum = karvyUploadsVo.FaxResidence.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
resFaxStdCode = karvyUploadsVo.FaxResidence.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
resFaxIsdCode = karvyUploadsVo.FaxResidence.Substring(0, lenFaxNum - 11);
}
}
else
{
resFaxStdCode = karvyUploadsVo.FaxResidence.Substring(0, lenFaxNum - 8);
}
}
else
{
resFaxNum = karvyUploadsVo.FaxResidence;
}
if (resFaxIsdCode != "")
{
customerVo.ISDFax = Int32.Parse(resFaxIsdCode);
}
else
{
customerVo.ISDFax = 0;
}
if (resFaxStdCode != "")
{
customerVo.STDFax = Int32.Parse(resFaxStdCode);
}
else
{
customerVo.STDFax = 0;
}
if (resFaxNum != "")
{
customerVo.Fax = Int32.Parse(resFaxNum);
}
else
{
customerVo.Fax = 0;
}
lenFaxNum = karvyUploadsVo.FaxOffice.Length;
if (lenFaxNum >= 8)
{
offFaxNum = karvyUploadsVo.FaxOffice.Substring(lenFaxNum - 8, 8);
if (lenFaxNum >= 11)
{
offFaxStdCode = karvyUploadsVo.FaxOffice.Substring(lenFaxNum - 11, 3);
if (lenFaxNum >= 12)
{
offFaxIsdCode = karvyUploadsVo.FaxOffice.Substring(0, lenFaxNum - 11);
}
}
else
{
offFaxStdCode = karvyUploadsVo.FaxOffice.Substring(0, lenFaxNum - 8);
}
}
else
{
offFaxNum = karvyUploadsVo.FaxOffice;
}
if (offFaxIsdCode != "")
{
customerVo.OfcISDFax = Int32.Parse(offFaxIsdCode);
}
else
{
customerVo.OfcISDFax = 0;
}
if (offFaxStdCode != "")
{
customerVo.OfcSTDFax = Int32.Parse(offFaxStdCode);
}
else
{
customerVo.OfcSTDFax = 0;
}
if (offFaxNum != "")
{
customerVo.OfcFax = Int32.Parse(offFaxNum);
}
else
{
customerVo.OfcFax = 0;
}
lenPhoneNum = karvyUploadsVo.PhoneOffice.Length;
if (lenPhoneNum >= 8)
{
offPhoneNum = karvyUploadsVo.PhoneOffice.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
offStdCode = karvyUploadsVo.PhoneOffice.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
offIsdCode = karvyUploadsVo.PhoneOffice.Substring(0, lenPhoneNum - 11);
}
}
else
{
offStdCode = karvyUploadsVo.PhoneOffice.Substring(0, lenPhoneNum - 8);
}
}
else
{
offPhoneNum = karvyUploadsVo.PhoneOffice;
}
if (offIsdCode != "")
{
customerVo.OfcISDCode = Int32.Parse(offIsdCode);
}
else
{
customerVo.OfcISDCode = 0;
}
if (offStdCode != "")
{
customerVo.OfcSTDCode = Int32.Parse(offStdCode);
}
else
{
customerVo.OfcSTDCode = 0;
}
if (offPhoneNum != "")
{
customerVo.OfcPhoneNum = Int32.Parse(offPhoneNum);
}
else
{
customerVo.OfcPhoneNum = 0;
}
lenPhoneNum = karvyUploadsVo.PhoneResidence.Length;
if (lenPhoneNum >= 8)
{
resPhoneNum = karvyUploadsVo.PhoneResidence.Substring(lenPhoneNum - 8, 8);
if (lenPhoneNum >= 11)
{
resStdCode = karvyUploadsVo.PhoneResidence.Substring(lenPhoneNum - 11, 3);
if (lenPhoneNum >= 12)
{
resIsdCode = karvyUploadsVo.PhoneResidence.Substring(0, lenPhoneNum - 11);
}
}
else
{
resStdCode = karvyUploadsVo.PhoneResidence.Substring(0, lenPhoneNum - 8);
}
}
else
{
resPhoneNum = karvyUploadsVo.PhoneResidence;
}
if (resIsdCode != "")
{
customerVo.ResISDCode = Int32.Parse(resIsdCode);
}
else
{
customerVo.ResISDCode = 0;
}
if (resStdCode != "")
{
customerVo.ResSTDCode = Int32.Parse(resStdCode);
}
else
{
customerVo.ResSTDCode = 0;
}
if (resPhoneNum != "")
{
customerVo.ResPhoneNum = Int32.Parse(resPhoneNum);
}
else
{
customerVo.ResPhoneNum = 0;
}
customerVo.Type = karvyUploadsVo.TypeCode;
customerVo.SubType = karvyUploadsVo.SubTypeCode;
customerVo.Occupation = karvyUploadsVo.OccCode;
customerVo.PANNum = karvyUploadsVo.PANNumber;
customerVo.Password = id.Next(10000, 99999).ToString();
customerVo.ProfilingDate = DateTime.Today;
customerVo.RBIApprovalDate = DateTime.Parse(dt.ToString());
customerVo.RegistrationDate = DateTime.Parse(dt.ToString());
customerVo.CommencementDate = DateTime.Parse(dt.ToString());
//customerId2 = customerBo.CreateCustomer(customerVo, rmId, userId);
//customerPortfolioVo.CustomerId = customerId2;
customerPortfolioVo.IsMainPortfolio = 1;
customerPortfolioVo.PortfolioTypeCode = "RGL";
//PortfolioBo.CreateCustomerPortfolio(customerPortfolioVo, userId);
customerBo.CreateCompleteCustomer(customerVo, userVo, customerPortfolioVo, userId);
countCustCreated++;
}
UpdateKarvyProfileStagingIsCustomerNew(adviserId, processId);
//*****New Folios Upload from CAMS*****
getNewFoliosDs = GetKarvyProfileNewFolios(processId);
getNewFoliosDt = getNewFoliosDs.Tables[0];
foreach (DataRow dr in getNewFoliosDt.Rows)
{
customerAccountsVo.AccountNum = dr["CMFKXPS_Folio"].ToString();
customerAccountsVo.PortfolioId = Int32.Parse(dr["CP_PortfolioId"].ToString());
customerAccountsVo.AssetClass = "MF";
customerAccountsVo.AMCCode = Int32.Parse(dr["PA_AMCCode"].ToString());
customerAccountBo.CreateCustomerMFAccount(customerAccountsVo, userId);
countFolioCreated++;
}
UpdateKarvyProfileStagingIsFolioNew(processId);
IsProcessComplete = true;
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "KarvyUploadsBo.cs:KARVYInsertCustomerDetails()");
object[] objects = new object[3];
objects[0] = adviserId;
objects[1] = processId;
objects[2] = rmId;
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
return(IsProcessComplete);
}