private void UpdatePortfolioDetails()
{
newCustomerPortfolioVo = new CustomerPortfolioVo();
dsPortfolioType = new DataSet();
try
{
if (txtCustomerId.Value != string.Empty)
{
customerId = int.Parse(txtCustomerId.Value);
}
newCustomerPortfolioVo.PortfolioId = int.Parse(Session["PortfolioId"].ToString());
dsPortfolioType = portfolioBo.GetCustomerPortfolioDetails(newCustomerPortfolioVo.PortfolioId);
newCustomerPortfolioVo.CustomerId = customerId;
if (dsPortfolioType.Tables[0].Rows[0]["CP_IsMainPortfolio"].ToString() != "")
{
newCustomerPortfolioVo.IsMainPortfolio = int.Parse(dsPortfolioType.Tables[0].Rows[0]["CP_IsMainPortfolio"].ToString());
}
newCustomerPortfolioVo.PMSIdentifier = txtPMSIdentifier.Text;
newCustomerPortfolioVo.PortfolioName = txtPortfolioName.Text;
newCustomerPortfolioVo.PortfolioTypeCode = ddlPortfolioType.SelectedValue;
portfolioBo.UpdateCustomerPortfolio(newCustomerPortfolioVo, rmVo.UserId);
}
catch (BaseApplicationException Ex)
{
throw Ex;
}
catch (Exception Ex)
{
BaseApplicationException exBase = new BaseApplicationException(Ex.Message, Ex);
NameValueCollection FunctionInfo = new NameValueCollection();
FunctionInfo.Add("Method", "GroupAccountSetup.ascx:SavePortfolioDetails()");
object[] objects = new object[0];
FunctionInfo = exBase.AddObject(FunctionInfo, objects);
exBase.AdditionalInformation = FunctionInfo;
ExceptionManager.Publish(exBase);
throw exBase;
}
}
//protected void gvCustomerPortfolio_RowDataBound(object sender, GridViewRowEventArgs e)
//{
// customerPortfolioList = portfolioBo.GetCustomerPortfolios(customerVo.CustomerId);
// DataTable dt = new DataTable();
// dt.Columns.Add("PortfolioId");
// dt.Columns.Add("lblPortfolioName");
// DataRowView drv = e.Row.DataItem as DataRowView;
// if (e.Row.RowType == DataControlRowType.DataRow)
// {
// DropDownList ddlType;
// ddlType = e.Row.FindControl("ddlType") as DropDownList;
// RadioButton rbtn;
// rbtn = e.Row.FindControl("rbtnPortfolio") as RadioButton;
// if (ddlType != null)
// {
// ddlType.DataSource = BindPortfolioType(path);
// ddlType.DataTextField = "PortfolioType";
// ddlType.DataValueField = "PortfolioTypeCode";
// ddlType.DataBind();
// customerPortfolioVo = new CustomerPortfolioVo();
// customerPortfolioVo = customerPortfolioList[gvCustomerPortfolio.Rows.Count];
// /*Bind the Selected Value to the Drop Down*/
// ddlType.SelectedValue = customerPortfolioVo.PortfolioTypeCode.ToString();
// if (customerPortfolioVo.IsMainPortfolio == 1)
// {
// rbtn.Checked = true;
// }
// else
// {
// rbtn.Checked = false;
// }
// }
// }
// if (e.Row.RowType == DataControlRowType.Footer)
// {
// DropDownList ddlAddType;
// ddlAddType = e.Row.FindControl("ddlAddType") as DropDownList;
// if (ddlAddType != null)
// {
// ddlAddType.DataSource = BindPortfolioType(path);
// ddlAddType.DataTextField = "PortfolioType";
// ddlAddType.DataValueField = "PortfolioTypeCode";
// ddlAddType.DataBind();
// ddlAddType.Items.Insert(0, "Select the Portfolio Type");
// }
// }
//}
//protected void gvCustomerPortfolio_SelectedIndexChanged(object sender, EventArgs e)
//{
// int index = int.Parse(gvCustomerPortfolio.SelectedRow.RowIndex.ToString());
// int portfolioId = int.Parse(gvCustomerPortfolio.DataKeys[index].Value.ToString());
// Session[SessionContents.PortfolioId] = portfolioId;
// Page.ClientScript.RegisterClientScriptBlock(this.GetType(), "leftpane", "loadcontrol('PortfolioDashboard','none');", true);
//}
protected void btnAddPortfolio_Click(object sender, EventArgs e)
{
string newPortfolioName = string.Empty;
string newPMSIdentifier = string.Empty;
string newPortfolioType = "RGL";
int IsMainPortfolio;
CustomerPortfolioBo customerPortfolioBo = new CustomerPortfolioBo();
CustomerPortfolioVo newCustomerPortfolioVo = new CustomerPortfolioVo();
GridViewRow footerRow = gvCustomerPortfolio.FooterRow;
DropDownList ddl = (DropDownList)footerRow.FindControl("ddlAddType");
if (footerRow.Enabled)
{
if (((TextBox)footerRow.FindControl("txtPortfolioName")).Text.Trim() != "")
{
newPortfolioName = ((TextBox)footerRow.FindControl("txtPortfolioName")).Text;
}
if (((RadioButton)footerRow.FindControl("rbtnAddMainPortfolio")).Checked)
{
IsMainPortfolio = 1;
foreach (GridViewRow oldrow in gvCustomerPortfolio.Rows)
{
((RadioButton)oldrow.FindControl("rbtnPortfolio")).Checked = false;
}
}
else
{
IsMainPortfolio = 0;
}
if (((DropDownList)footerRow.FindControl("ddlAddType")).SelectedItem.Value.Trim().ToString() != "")
{
if (ddl.SelectedIndex != 0)
{
newPortfolioType = ddl.SelectedItem.Value.ToString();
}
}
if (((TextBox)footerRow.FindControl("txtPMSIdentifier")).Text.Trim() != "")
{
if (newPortfolioType == "PMS")
{
newPMSIdentifier = ((TextBox)footerRow.FindControl("txtPMSIdentifier")).Text;
}
}
if (newPMSIdentifier == "" && newPortfolioName == "" && ddl.SelectedIndex == 0)
{
}
else
{
newCustomerPortfolioVo.CustomerId = customerVo.CustomerId;
newCustomerPortfolioVo.IsMainPortfolio = IsMainPortfolio;
newCustomerPortfolioVo.PMSIdentifier = newPMSIdentifier;
newCustomerPortfolioVo.PortfolioName = newPortfolioName;
newCustomerPortfolioVo.PortfolioTypeCode = newPortfolioType;
portfolioBo.CreateCustomerPortfolio(newCustomerPortfolioVo, userVo.UserId);
newPMSIdentifier = string.Empty;
newPortfolioName = string.Empty;
}
}
foreach (GridViewRow dr in gvCustomerPortfolio.Rows)
{
if (((Label)dr.FindControl("lblPortfolioName")).Text.Trim() != "")
{
newPortfolioName = ((Label)dr.FindControl("lblPortfolioName")).Text;
}
if (((RadioButton)dr.FindControl("rbtnPortfolio")).Checked)
{
IsMainPortfolio = 1;
}
else
{
IsMainPortfolio = 0;
}
if (((DropDownList)dr.FindControl("ddlType")).SelectedItem.Value.Trim().ToString() != "")
{
DropDownList ddlType = (DropDownList)dr.FindControl("ddlType");
newPortfolioType = ddlType.SelectedItem.Value.ToString();
}
if (((Label)dr.FindControl("lblPMSIdentifier")).Text.Trim() != "")
{
if (newPortfolioType == "PMS")
{
newPMSIdentifier = ((Label)dr.FindControl("lblPMSIdentifier")).Text;
}
}
else
{
newPMSIdentifier = string.Empty;
}
newCustomerPortfolioVo.CustomerId = customerVo.CustomerId;
newCustomerPortfolioVo.IsMainPortfolio = IsMainPortfolio;
newCustomerPortfolioVo.PMSIdentifier = newPMSIdentifier;
newCustomerPortfolioVo.PortfolioName = newPortfolioName;
newCustomerPortfolioVo.PortfolioTypeCode = newPortfolioType;
if (((Label)dr.FindControl("PortfolioId")).Text.Trim() != "")
{
newCustomerPortfolioVo.PortfolioId = int.Parse(((Label)dr.FindControl("PortfolioId")).Text);
}
portfolioBo.UpdateCustomerPortfolio(newCustomerPortfolioVo, userVo.UserId);
newPortfolioName = string.Empty;
newPMSIdentifier = string.Empty;
}
customerPortfolioVo = portfolioBo.GetCustomerDefaultPortfolio(customerVo.CustomerId);
Session[SessionContents.PortfolioId] = customerPortfolioVo.PortfolioId;
// BindGrid
BindGridView();
}
